CAIS Group

Description

Address: 527 Madison Ave, New York, NY 10022 Phone: (212) 300-9350Hours: : : : : Place name: : Category: : Website: Website: https://www.caisgroup.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CAIS Posting publicly on the Web Write a review Reviews Be the first to review

CAIS Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CAIS Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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CAIS Group Employees

Employee
Years
Job
Industry
Philip Hasbrouck Philip Hasbrouck Los Angeles, California Details
Philip Hasbrouck's CAIS Group Experience June 2014 - Present
Job Vice President at CAIS Group
Industry Investment Management
Experience
CAIS Group   June 2014 - Present
Trust Company of the West  May 2012 - June 2014
J.P. Morgan   August 2011 - May 2012
Wedbush Securities  May 2010 - August 2011

Skills
Financial Modeling, Equities, Financial Analysis, Portfolio Management, Hedge Funds, Valuation, Philanthropy, Fixed Income, Alternative Investments, Contemporary Art, Bloomberg, Investments

Education
Santa Clara University   2005 — 2009
Bachelor of Science in Commerce, Finance

Jake Tracy Jake Tracy Los Angeles, California Details
Jake Tracy's CAIS Group Experience June 2015 - Present
Job Associate at CAIS Group
Industry Financial Services
Experience
CAIS Group   June 2015 - Present
Trust Company of the West  August 2013 - June 2015
Balboa Capital  September 2012 - July 2013
Merrill Lynch  2011 - 2011

Skills
Microsoft Office, Finance, Portfolio Management, Cold Calling, Credit, Analysis, Salesforce.com, Loans

Education
University of Arizona, Eller College of Management   2008 — 2012
BSBA, Finance

Alexandra Zatarain Alexandra Zatarain San Francisco, California Details
Alexandra Zatarain's CAIS Group Experience March 2013 - August 2014
Job CoFounder at Luna
Industry Consumer Electronics
Experience
Luna Sleep   July 2014 - Present
CAIS Group   March 2013 - August 2014
Creative Solutions Services, LLC  January 2012 - March 2013
MOWA -   March 2012 - December 2012
Tecnológico de Monterrey  November 2007 - December 2011
Baja California State Government   July 2011 - August 2011
University of Miami  September 2010 - May 2011

Education
Georgetown University   2011 — 2011
Summer Honors Institute

University of Miami   2010 — 2011
Study Abroad Program

Tecnológico de Monterrey   2007 — 2011
B.S. Communication Science

Landon Stone Landon Stone Scottsdale, Arizona Details
Landon Stone's CAIS Group Experience September 2011 - November 2013
Job DeMark Analytics, LLC
Industry Financial Services
Experience
DeMark Analytics, LLC  November 2013 - Present
CAIS Group   September 2011 - November 2013
Merrill Lynch  July 2006 - September 2011

Skills
Hedge Funds, Trading, Alternative Investments, Fixed Income, Asset Managment, Fund Of Funds, Securities, Due Diligence, Wealth Management, Strategy, Investments, Equities, FINRA, Asset Management, Private Equity, Investment Management, Series 7, Venture Capital

Education
Georgetown University Law Center   1999 — 2002
JD, Law

Williams College   1993 — 1997
BA, History

Barry Davies Barry Davies Greater Omaha Area Details
Barry Davies's CAIS Group Experience August 2015 - Present
Job SVP, Platform Development and Architecture at CAIS Group
Industry Financial Services
Experience
CAIS Group   August 2015 - Present
First Data Corporation  May 2015 - August 2015
First Data Corporation  June 2010 - May 2015
First Data Corporation  March 2008 - June 2010
First Data Corporation  May 2006 - March 2008
First Data Corporation  July 2003 - May 2006
Nexterna Corp   March 2000 - March 2003
First National Bank of Omaha  October 1998 - March 2000
Bass & Associates, Inc.   1998 - 1999
Grapevine Systems  March 1997 - October 1998

Skills
Enterprise Architecture, Application Architecture, Leading People, Software Development..., Application Development, Agile, Architectural Patterns, Design Patterns, Sun Certified Java..., Software Design, Enterprise Portals, Web Technology, SQL, Hibernate, Stripes, Web Content Management, SOA, Web Presence, Agile Methodologies, Leadership, Java, Software Development, Integration, Agile Project Management, SDLC, Web Services, DB2, JBoss Application Server, Tomcat, Java Enterprise Edition, Spring, Scrum, SOAP

Education
University of Colorado at Boulder   1992 — 1997
BS, Computer Science Engineering

Ben Slome Ben Slome Greater New York City Area Details
Ben Slome's CAIS Group Experience June 2014 - August 2014
Job Student at University of Pennsylvania The Wharton School
Industry Venture Capital & Private Equity
Experience
CAIS Group   June 2014 - August 2014
Colony Capital  June 2013 - July 2013
Charlie  October 2012 - December 2012
JANA Partners LLC  July 2012 - August 2012

Skills
Entrepreneurship, Microsoft Office, Microsoft Excel, Start-ups, PowerPoint, Public Speaking, Research, Financial Modeling, People Skills, Microsoft Word, Negotiation, Customer Service, Strategic Planning, Business Modeling, English, Windows, Outlook, Operational Analysis, Financial Analysis, Investments, Business Development, Business Strategy, Strategy, Management, Market Research

Education
University of Pennsylvania - The Wharton School   2011 — 2015
Bachelor's Degree, Strategic Management and Finance; Engineering Entrepreneurship

anita munoz anita munoz New York, New York Details
anita munoz's CAIS Group Experience October 2010 - Present
Job Executive Assistant at CAIS Group
Industry Financial Services
Experience
CAIS Group   October 2010 - Present
Fairfield Greenwich Group  January 2006 - January 2010

Skills
Hedge Funds, Private Equity, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Microsoft Exchange, QuickBooks, Legal, Editing

Education
City University of New York-John Jay College of Criminal Justice
Associate's degree

FDR High School
High School Diploma, Business

Kelvin Wenjie Zhang Kelvin Wenjie Zhang New York, New York Details
Kelvin Wenjie Zhang's CAIS Group Experience March 2014 - August 2014
Job Quantitative Developer at CME Group
Industry Mechanical or Industrial Engineering
Experience
Columbia University in the City of New York  September 2014 - December 2014
CAIS Group   March 2014 - August 2014
First Shanghai Investments Limited   May 2011 - July 2011

Skills
Data Analysis, Matlab, Microsoft Office, Java, Statistics, C++, Python, Hadoop, Programming, Linux, Research, Teamwork, R, SQL, MapReduce, Algorithms, C, Mathematical Modeling, Probability, Data Mining, Time Series Analysis, Machine Learning, Modeling, Financial Modeling, Pro Engineer, VBA, Quantitative Analytics, Operations Research, Databases, JavaScript, PHP, CSS, Web Development, HTML

Education
Columbia University in the City of New York   2013 — 2015
Master of Science (M.S.)

University of Pittsburgh   2010 — 2013
Bachelor of Science

Guangdong University of Foreign Studies   2008 — 2010
Non-Degree

Danielle Powers Danielle Powers Greater New York City Area Details
Danielle Powers's CAIS Group Experience January 2015 - Present
Job Vice President at CAIS Group
Industry Financial Services
Experience
CAIS Group   January 2015 - Present
CAIS Group   February 2014 - December 2014
Thomson Reuters  June 2012 - February 2014
Thomson Reuters  November 2010 - May 2012
Columbia University  July 2010 - October 2010
North Shore LIJ Health System  May 2008 - June 2010
Knickerbocker Yacht Club   June 2006 - August 2007

Skills
Data Analysis, Research, Analysis, Project Management, Strategic Planning, Market Research

Education
Hobart and William Smith Colleges   2006 — 2010
Bachelor of Arts

Sayali Nandedkar Sayali Nandedkar Westbury, New York Details
Sayali Nandedkar's CAIS Group Experience December 2013 - May 2015
Job Quality Assurance Specialist at Fundtech
Industry Computer Software
Experience
Fundtech  May 2015 - Present
CAIS Group   December 2013 - May 2015
OpenLink Financial  May 2011 - December 2013

Skills
Test Automation, Scripting, Manual Testing, SQL, Test Planning, Test Cases, Regression Testing, Software Quality..., System Testing, Agile Testing, Black Box Testing, Defect Tracking, Test Strategy, QTP, Web Testing

Education
University of Houston   2008 — 2011
Master of Science (MS), Electrical and Electronics Engineering, 3.75

University of Mumbai   2004 — 2008
Bachelor in Engineering, Electrical and Electronics Engineering, 3.8

Haley Grant Haley Grant Greater New York City Area Details
Haley Grant's CAIS Group Experience September 2011 - November 2011
Job Sentinel Capital Partners
Industry Financial Services
Experience
Sentinel Capital Partners  August 2014 - Present
Sentinel Capital Partners  January 2012 - August 2014
CAIS Group   September 2011 - November 2011
AXA Advisors  August 2010 - March 2011
Spurlock Museum, UIUC   September 2006 - July 2010

Skills
French, Research, Fundraising, Event Planning, PowerPoint, Social Media, Investments, Marketing, Financial Analysis, Social Networking, Public Speaking, Private Equity, Databases, Alternative Investments, Microsoft Excel, Strategic Planning

Education
New York University   2010 — 2011
M.A., European and Mediterranean Studies

University of Illinois at Urbana-Champaign   2006 — 2010
B.A. French, Commercial French/ International Management

Ona Lee Ona Lee New York, New York Details
Ona Lee's CAIS Group Experience January 2012 - March 2014
Job Director
Industry Financial Services
Experience
CAIS Group   January 2012 - March 2014
3G Capital  May 2004 - December 2012
Hartz Capital, Inc.   2003 - 2004

Education
Smith College   1998 — 2001
Bachelor of Arts (B.A.), Economics & Spanish

Sofia Gottret Sofia Gottret New York, New York Details
Sofia Gottret's CAIS Group Experience July 2012 - August 2012
Job Analyst at CAI Private Equity
Industry Financial Services
Experience
CAI Managers   September 2013 - Present
Sabricas Capital   February 2013 - September 2013
CAIS Group   July 2012 - August 2012
CAIS Group   June 2011 - July 2011
Prodem   June 2010 - August 2010
Behind the Mask Studios   February 2009 - November 2009
Revista Fucsia   July 2008 - August 2008

Skills
Graphic Design, Web Design, Photoshop, Illustrator, Dreamweaver, Python, Stata, Salesforce.com, Bloomberg, Microsoft Excel, Investments, Facebook, Financial Modeling, Spanish, Analysis, Hedge Funds, Alternative Investments, Financial Analysis, Economics, Equity Research, Valuation, Private Equity, Corporate Finance

Education
American University   2010 — 2012
Bachelor of Science (B.S.), Economics

Emerson College   2009 — 2010

Sean Meehan Sean Meehan Greater New York City Area Details
Sean Meehan's CAIS Group Experience July 2015 - Present
Job Associate
Industry Financial Services
Experience
CAIS Group   July 2015 - Present
BNY Mellon  February 2015 - Present
BNY Mellon  July 2013 - Present
Comcast  August 2012 - December 2012
Comcast  June 2012 - August 2012

Skills
Microsoft Office, Microsoft Word, Public Relations, Press Releases, Social Media, PowerPoint, Public Speaking, Facebook, Event Planning, Social Networking, Fundraising, Research, Microsoft Excel, Editing, Customer Service, Event Management, Time Management

Education
The University of Connecticut   2010 — 2013
BS, Political Science

Gabriel Balda Gabriel Balda New York, New York Details
Gabriel Balda's CAIS Group Experience April 2015 - Present
Job Vice President at CAIS Group
Industry Internet
Experience
CAIS Group   April 2015 - Present
Kaplan  June 2013 - March 2015
Kaplan Test Prep and Admissions  April 2011 - June 2013
Nextive Solutions   July 2010 - April 2011
Mixsic / Wealltv   September 2007 - July 2010
Centro Art   March 2005 - September 2007
Bitfrog formerly Venecorp   October 2005 - August 2007
Edunet   August 2005 - October 2005
e-bcorp   October 2003 - August 2005
JL Sistemas   June 2003 - October 2003

Skills
ActionScript, HTML 5, JavaScript, PHP, jQuery, Photoshop, Facebook API, Game Development, Semantic HTML, CSS3, Grails, jQuery Mobile, jQuery UI, Brightcove, YouTube API, Git, AJAX, Adobe Fireworks, Twitter API, AngularJS

Education
Universidad Simón Bolívar   1997 — 2003
Computer Software Engineering

Centro Art   2005 — 2006
Graphic Designer

Abigail Saks Abigail Saks New York, New York Details
Abigail Saks's CAIS Group Experience May 2012 - August 2012
Job Financial Management Program (FMP) at GE Capital
Industry Financial Services
Experience
Hamilton College  January 2012 - May 2014
Goldman Sachs  June 2013 - August 2013
CAIS Group   May 2012 - August 2012

Skills
Alternative Investments, Microsoft Office, PowerPoint, Microsoft Excel, Research, Social Media, Public Speaking, Due Diligence

Education
Hamilton College   2010 — 2014
Bachelor of Arts (BA), English and Art, Dean's List

University of Oxford
English Literature, Art History

Matt Brown Matt Brown Greater New York City Area Details
Matt Brown's CAIS Group Experience March 2009 - Present
Job Founder | CEO at CAIS
Industry Financial Services
Experience
CAIS Group   March 2009 - Present
Brownstone Advisors   2001 - 2005
Brown Simpson Asset Management   1995 - 2000
Shearson Lehman Brothers  1991 - 1995

Skills
Structured Products, Investments, Alternative Investments, Portfolio Management, Analytics, Securities, Due Diligence, Hedge Funds, FINRA, Financial Services, Private Equity, Venture Capital, Trading, Wealth Management, Business Strategy

Education
Saint Mary's College of California   1987 — 1991
Bachelor of Arts (B.A.)

Calvin Zhu Calvin Zhu Greater New York City Area Details
Calvin Zhu's CAIS Group Experience January 2013 - August 2013
Job Portfolio Management Summer Analyst at AQR Capital
Industry Financial Services
Experience
AQR Capital Management  June 2015 - Present
CAIS Group   January 2013 - August 2013
Gameday Goods  May 2012 - January 2013
ABCMath Academy   September 2009 - January 2013

Skills
Java, Microsoft Excel, Teaching

Education
Carnegie Mellon University - Tepper School of Business   2014 — 2015
Master's Degree, MFE - Computational Finance

New York University   2011 — 2014
Bachelor's Degree, Honors Mathematics, 3.9 / 4.0

Stuyvesant High School   2007 — 2011
High School Diploma, Advanced Regents Diploma with Honors

Chris Fetherston Chris Fetherston Hoboken, New Jersey Details
Chris Fetherston's CAIS Group Experience July 2013 - September 2014
Job Product Engineer at Tumblr
Industry Information Technology and Services
Experience
Tumblr  September 2014 - Present
Studio 5150 LLC   2005 - Present
CAIS Group   July 2013 - September 2014
RealDirect  November 2010 - July 2013
Wireless Telecom Group  November 2006 - November 2010
TPI Design   October 2003 - November 2003

Skills
Web Design, HTML 5, jQuery, CSS, Graphic Design, Logo Design, Typography, JavaScript, User Interface Design, Adobe Creative Suite, Corporate Identity, Front-end Design, Public Speaking, iOS Development, Branding & Identity, Photoshop, CSS3, Email Marketing, HTML, Print, Front-end Coding, Google Maps, Walking pace wheelies, InDesign, Illustrator, PhoneGap, jQuery Mobile, jQuery UI, Google App Engine, python, Facebook API, Backbone.js, PHP, AngularJS

Education
Montclair State University   2004 — 2007
BFA, Graphic Design

Shoshana Stone Shoshana Stone New York, New York Details
Shoshana Stone's CAIS Group Experience May 2010 - Present
Job Director | Operations at CAIS Group
Industry Financial Services
Experience
CAIS Group   May 2010 - Present
Private Placement, LLC   February 2008 - May 2010
Women's Business Development Center  February 2005 - February 2010

Skills
Alternative Investments, Business Strategy, Marketing Strategy, Business Planning, Valuation, Business Development, Start-ups, Marketing Communications, Private Equity, Corporate Finance, Financial Services, Series 7, Strategic Financial..., Market Analysis, Risk Management, Management Consulting, Salesforce.com, Hedge Funds, FINRA, New Business Development, Securities, Competitive Analysis, Market Research, Asset Management, Financial Modeling, Executive Management, Finance, Equities, CRM, Entrepreneurship, Strategy, Management

Education
The Interdisciplinary Center   2005 — 2008
BA

The Hebrew University   2003 — 2004

Westchester Hebrew High School   1998 — 2002

Steven M. Giangrasso Steven M. Giangrasso New York, New York Details
Steven M. Giangrasso's CAIS Group Experience March 2011 - February 2012
Job Solution Architect at IBM
Industry Management Consulting
Experience
IBM - Global Business Services - Salesforce.com Practice   October 2014 - Present
PwC  January 2014 - October 2014
Pearson North America  February 2012 - January 2014
CAIS Group   March 2011 - February 2012
Silverline  September 2010 - March 2011
Marquis Jet Partners, Inc.   February 2007 - September 2010
Cablevision  May 2006 - February 2007
Vision Financial Markets LLC  April 2002 - May 2006
New York Mercantile Exchange  May 2001 - April 2002

Skills
Salesforce.com, Cloud Computing, CRM, Integration, Data Migration, Solution Architecture, Software Development, Agile Methodologies, Force.com, Data Integration, SDLC, Enterprise Architecture, Requirements Analysis, Databases, Software Project..., Java, Project Management, Business Process Design, Testing, Business Process..., SaaS, Business Intelligence, Digital Asset Management, Eclipse, Analysis, SOA, Database Administration, Information Management, User Adoption, Software Implementation, Agile Project Management, Cloud Security, IT Security Policies &..., IT Security Operations, ExactTarget, Salesforce Marketing..., DataStage

Education
Columbia University in the City of New York   2009 — 2012
Masters of Science, The Fu Foundation School of Engineering and Applied Sciences, Information Technology Project Management, 3.5

Hofstra University   1997 — 2001
Bachelors of Business Administration, Frank G. Zarb School of Business, Business Computer Information Systems, 3.95

Lauren O'Leary Lauren O'Leary New York, New York Details
Lauren O'Leary's CAIS Group Experience August 2014 - Present
Job Associate at CAIS Group
Industry Financial Services
Experience
CAIS Group   August 2014 - Present
Goldman Sachs through Advantage xPO   January 2014 - August 2014
Beacon Hill Staffing Group  December 2010 - December 2013
Schwartz Communications  May 2009 - December 2010

Education
Boston College   2005 — 2009
B.A., Communications, Women's Studies

Peter Karas Peter Karas Indialantic, Florida Details
Peter Karas's CAIS Group Experience June 2014 - August 2014
Job Summer Analyst at Apollo Global Management LLC
Industry
Experience
Apollo Global Management LLC  June 2015 - August 2015
CAIS Group   June 2014 - August 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, C, C++, Matlab, Java, HTML, Research, Social Media, Teamwork, Team Leadership, R, iPhone Application..., Start-up Ventures, Portuguese, Spanish

Education
Harvard University   2012 — 2016
Bachelor of Arts (B.A.), Statistics

Jonathan Collins Jonathan Collins New York, New York Details
Jonathan Collins's CAIS Group Experience June 2015 - Present
Job Senior Vice President at CAIS Group
Industry Financial Services
Experience
CAIS Group   June 2015 - Present
Englehurst   February 2014 - May 2015
Abbey Capital   February 2010 - January 2014
Davy  September 2006 - January 2010
Our IP   October 2005 - November 2006

Skills
Series 7, Series 63, Series 3, Alternative Investments, Managed Futures, Hedge Funds, Investments, Economics, Asset Managment, Portfolio Management, Asset Management, Equities, Fixed Income, Derivatives, FINRA, Financial Markets, Business Development, Finance, Venture Capital, Private Equity, Management

Education
Trinity College, Dublin   2002 — 2006
BS, Engineering and Management Science

Institute of Bankers Ireland Qualified Financial Advisor,   2008 — 2009

Alana Taylor Alana Taylor La Jolla, California Details
Alana Taylor's CAIS Group Experience October 2013 - January 2015
Job Marketing | Brand Strategy | Communications | Product Development | Technology & SaaS Expertise
Industry Financial Services
Experience
Self Employed  February 2015 - Present
CAIS Group   October 2013 - January 2015
Bloomberg LP  June 2012 - July 2013
Panasonic  April 2011 - June 2012
Panasonic  April 2010 - April 2011
ORCA Digital Services   May 2009 - April 2010
HALO, Purely for Pets  January 2009 - May 2009
Classic Media  August 2008 - May 2009
Mashable  May 2008 - May 2009
PBS  September 2008 - April 2009

Skills
PowerPoint, E-commerce, Facebook, Online Branding, Social Commerce, Online Marketing, Consumer Electronics, Social Media Marketing, Journalism, Logo Design, Spanish, Public Speaking, Email Marketing, Email Strategy, Audience Segmentation, Multivariate Testing, A/B testing, Landing Page..., Conversion Optimization, Online Business..., eCommunications, E-campaigns, Digital Communication..., Social CRM, Social Media ROI, E-commerce Consulting, Online Payment Solutions, Online Content Creation, Video Journalism, New Media Consulting, Community Marketing, Digital Marketing, Content Marketing, Social Advertising, Virtual Currency, Paid Search Strategy, Ad Targeting, Display Campaigns, eCRM, Behavioral Targeting, Digital Engagement, Digital Journalism, Website Monetization, E-blast, Affiliate Marketing, Linkshare, Global E-commerce, Multi-channel Retail, SEO, Social Media

Education
New York University   2006 — 2009
B.A., Journalism, History, 3.5

St. Augustine High School   2002 — 2006
High School Diploma, 96.8

Jeff Toeneboehn Jeff Toeneboehn New York, New York Details
Jeff Toeneboehn's CAIS Group Experience June 2014 - December 2014
Job Consultant Transaction Economic Group at EY
Industry Financial Services
Experience
EY  March 2015 - Present
CAIS Group   June 2014 - December 2014

Education
University of Maryland College Park   2010 — 2014
Bachelor's Degree, Economics

Greg Bell, CIMA® Greg Bell, CIMA® Greater Boston Area Details
Greg Bell, CIMA®'s CAIS Group Experience April 2014 - April 2015
Job Principal, Sales Director at Havener Capital Partners LLC
Industry Financial Services
Experience
Havener Capital Partners LLC   April 2015 - Present
CAIS Group   April 2014 - April 2015
Nuveen Investments  April 2011 - April 2014
J.P. Morgan Funds   October 2009 - April 2011
Verndale  January 2009 - October 2009
Evergreen Investments  December 2006 - January 2009
Morgan Stanley  April 2004 - December 2006

Skills
Mutual Funds, Portfolio Management, Asset Management

Education
University of Pennsylvania - The Wharton School   2010 — 2010
CIMA

Merrimack College   1998 — 2002
BS, Finance, Economics

David Obuchowski David Obuchowski Greater Denver Area Details
David Obuchowski's CAIS Group Experience May 2014 - 2014
Job Writer, Copywriter, Editor, Author, Musician
Industry Writing and Editing
Experience
Gawker Media  November 2014 - Present
Third Rail Creative  October 2014 - Present
Credit Suisse  January 2009 - Present
The Daily Beast  July 2015 - July 2015
Bunker Agency   September 2013 - July 2014
Ideon   November 2011 - May 2014
Faction Media  October 2013 - January 2014
CAIS Group   May 2014 - 2014
LeagueFriend   April 2012 - April 2013
Alissa Neil PR  February 2011 - April 2013

Skills
Banking, Investments, Copy Editing, Copywriting, Advertising, Press Releases, Marketing Copy, Newsletters, Magazines, Editing, Blogging, Journalism, Publishing, Social Media, Storytelling, Social Media Marketing, Email Marketing, SEO, Creative Writing, New Media, Creative Direction, Content Strategy, Web Content, Writing, Marketing, Freelance Writing

Education
University of Illinois at Urbana-Champaign   1997 — 2001
BA, English (major), Cinema Studies (minor)

Morristown High School   1993 — 1997
High School

Alli Sawyer Alli Sawyer New York, New York Details
Alli Sawyer's CAIS Group Experience October 2012 - May 2015
Job MBA Candidate at University of Pennsylvania The Wharton School
Industry Financial Services
Experience
CAIS Group   October 2012 - May 2015
Alison Brod Public Relations  November 2010 - November 2012
UBP Asset Management  June 2009 - August 2009
Renaissance Technologies LLC  May 2008 - July 2008

Skills
Investments, Hedge Funds, Wealth Management, Financial Services, Portfolio Management, Securities, Trading, Due Diligence, Business Development, Venture Capital, Alternative Investments, Private Equity, Analytics, Financial Modeling, Series 7, Series 63, Equities, Asset Management

Education
University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (M.B.A.)

Boston College - Wallace E. Carroll Graduate School of Management   2006 — 2010
Bachelors, Finance

The London School of Economics and Political Science (LSE)   2008 — 2008
Organizational Behavior

Oak Knoll

Feiyu (Philip) Lin Feiyu (Philip) Lin New York, New York Details
Feiyu (Philip) Lin's CAIS Group Experience January 2014 - March 2014
Job Financial and Accounting Inten at CAIS Group, FRM Program – Passed Parts I & II, Graduate Student at Columbia University
Industry Financial Services
Experience
CAIS Group   January 2014 - March 2014
Bank of China International  June 2012 - August 2012
KPMG China  June 2010 - August 2010

Skills
SAS, Matlab, R, Microsoft Excel, PowerPoint, Quantitative Data, Risk Analysis, Finance

Education
Columbia University in the City of New York   2013 — 2014
Master of Arts, Statistics

USC Marshall School of Business   2009 — 2012
Bachelor of Science, Finance, General

Ashley Lekwauwa Ashley Lekwauwa New York, New York Details
Ashley Lekwauwa's CAIS Group Experience September 2015 - Present
Job Associate at CAIS Group
Industry Human Resources
Experience
CAIS Group   September 2015 - Present
Fortress Investment Group  January 2015 - August 2015
Fortress Investment Group  June 2012 - December 2014
Kobre & Kim LLP  June 2010 - June 2012
New York University  March 2008 - December 2009

Skills
Human Resources, Legal Research, Notary Public, Outlook, Legal Writing, Legal Assistance, Microsoft Office, Onboarding, Recruiting, Performance Management

Education
New York University   2006 — 2010
Bachelor of Arts (B.A.), History, Social and Cultural Analysis

Brooke Dreyfous Brooke Dreyfous New York, New York Details
Brooke Dreyfous's CAIS Group Experience November 2013 - December 2014
Job Associate, Corporate Access Team at Guggenheim Partners
Industry Executive Office
Experience
Guggenheim Partners  February 2015 - Present
CAIS Group   November 2013 - December 2014
JPMorgan Chase & Co  July 2010 - November 2013
Ralph Lauren  June 2008 - August 2009

Skills
Ap Style, InDesign, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, SPSS, Microsoft Publisher, Adobe Acrobat, Mac OS, Public Relations, Event Management, Social Networking, Facebook, Public Speaking, Social Media, Event Planning, Marketing Communications, Photoshop, Advertising, Fashion, Management, Social Media Marketing

Education
University of Dayton   2006 — 2010
Bachelor of Arts, Public Relations; Business Management

John Cabot University

Brooks School   2002 — 2005
High School

Christina Malysheva Christina Malysheva New York, New York Details
Christina Malysheva's CAIS Group Experience May 2012 - December 2012
Job Financial Analyst at Procter & Gamble
Industry Financial Services
Experience
The Estée Lauder Companies Inc.   June 2015 - Present
Procter & Gamble  July 2013 - June 2015
CAIS Group   May 2012 - December 2012
Pace University  August 2009 - March 2011

Skills
PowerPoint, InDesign, Photoshop, Microsoft Excel, Due Diligence, Project Management, Alternative Investments, Strategy, Financial Analysis, Forecasting, Finance, Marketing

Education
City University of New York-Baruch College - Zicklin School of Business   2009 — 2013
Bachelor's degree, Finance

Vivek Chaganti Vivek Chaganti New York, New York Details
Vivek Chaganti's CAIS Group Experience February 2013 - April 2013
Job Data Engineer at Gilt.com
Industry Information Technology and Services
Experience
Gilt.com  August 2015 - Present
Mindspark/Ask.com   June 2013 - August 2015
CAIS Group   February 2013 - April 2013
BBC Worldwide  September 2012 - January 2013
Hanesbrands Inc.  May 2012 - August 2012
Cognizant Technology Solutions  January 2010 - August 2011
Infosys  July 2008 - January 2010

Skills
Business Intelligence, Tableau, Microsoft Excel, Informatica, Pentaho, Business Objects, Java, MySQL, Weka, R, ETL, Analytics, Data Mining, Data Analysis, Omniture, Google Analytics, eTelmar, Neilson, Simmons, comScore, Eplan, Data Warehousing, Dimensional Modeling, Data Modeling, SQL, Data Integration, Oracle, Performance Tuning, Perl, Databases, Dashboard, Big Data, Requirements Analysis, PL/SQL, Python, Analysis, Unix Shell Scripting, Business Analytics, Database Design, Predictive Analytics, Unix

Education
NYU Stern School of Business   2011 — 2012
Master's degree, Management Information Systems, General

Mumbai University   2004 — 2008
Bachelor's degree, Computer Engineering

Alexandria Anderson Alexandria Anderson New York, New York Details
Alexandria Anderson's CAIS Group Experience May 2013 - December 2013
Job Event Producer | Columbia Graduate Student
Industry Online Media
Experience
American Movie Company West   September 2015 - Present
1stdibs.com  June 2015 - August 2015
Columbia University in the City of New York  September 2013 - May 2015
American Express  May 2014 - August 2014
CAIS Group   May 2013 - December 2013
Columbia University in the City of New York  September 2012 - June 2013
West End Advisors   January 2013 - May 2013

Education
Columbia University in the City of New York   2015 — 2016
Master's Degree

Columbia University in the City of New York   2011 — 2015
Bachelor of Science (BS)

Dana Hills High School   2007 — 2011
High School Diploma

Gilroy Yee Gilroy Yee San Mateo, California Details
Gilroy Yee's CAIS Group Experience October 2011 - April 2013
Job UX UI Design Director
Industry Information Technology and Services
Experience
Rexi Labs   February 2014 - Present
Ventana Medical Systems  February 2011 - February 2014
Catalyst Resources  2008 - February 2014
Wingspan Technology  December 2013 - January 2014
Health Market Science  July 2013 - November 2013
DMLT - Investment Cafe   February 2013 - October 2013
IPC Systems, Inc. (EU)   April 2013 - September 2013
Promisec  July 2013 - July 2013
CAIS Group   October 2011 - April 2013
Life Technologies  June 2012 - December 2012

Skills
User Interface Design, User Experience Design, Interaction Design, User Experience, User-centered Design, User Interface, Information Architecture, Usability Testing, Usability, Mobile Devices, OmniGraffle, Mobile Applications, Graphic Design, Adobe Creative Suite, Contextual Inquiry, Web Design, Illustrator, Adobe Fireworks, Copywriting, Web Applications, User Research, Visual Design, SaaS, Wireframes

Education
Academy of Art University   1996 — 1998
Post-baccalaureate program, Multimedia Studies

University of California, Davis   1989 — 1994
Bachelor of Arts (B.A.), English Language and Literature/Letters

Ben Leong, CAIA Ben Leong, CAIA Greater New York City Area Details
Ben Leong, CAIA's CAIS Group Experience January 2014 - Present
Job Senior Vice President | Alternative Investments at CAIS Group
Industry Financial Services
Experience
CAIS Group   January 2014 - Present
Morgan Stanley Wealth Management  June 2009 - December 2013
Citi Smith Barney  September 2007 - June 2009
Citi Smith Barney  2005 - 2007

Skills
Series 7, Alternative Investments, Capital Markets, Hedge Funds, Fixed Income, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Asset Management, Securities, Investment Management

Education
University of California, Irvine
Bachelor of Arts, Economics, Business Management

Erik Lumpkin Erik Lumpkin Omaha, Nebraska Details
Erik Lumpkin's CAIS Group Experience August 2015 - Present
Job VP, Platform Development and Architecture
Industry Financial Services
Experience
CAIS Group   August 2015 - Present
First Data Corporation  August 2013 - August 2015
CRi  March 2011 - August 2013
First Data Corporation  October 2006 - March 2011
First National Bank of Omaha  August 1999 - October 2006
Union Pacific  July 1996 - August 1999

Skills
Java, Application Architecture, Agile, Web Development, JavaScript, WebSphere Application..., Linux, Shell Scripting, Web Services, JBoss, DB2, SQL, Hibernate, Stripes, Struts2, Spring, Tomcat, XML, JSP, Software Development, Eclipse, Subversion, JIRA, jQuery, Web Applications, SDLC, Java Enterprise Edition, SOA, Software Design, Agile Methodologies, Scrum, Unix

Education
University of Nebraska-Lincoln   1991 — 1996
Bachelor of Science, Physics and Computer Science

Timothy Donaldson Timothy Donaldson Greater New York City Area Details
Timothy Donaldson's CAIS Group Experience January 2015 - Present
Job Vice President at CAIS Group
Industry Financial Services
Experience
CAIS Group   January 2015 - Present
PineBridge Investments  June 2010 - December 2014
Credit Suisse  May 2008 - May 2010
Bear Stearns  December 2006 - May 2008

Skills
Private Equity, Investment Strategies, Bloomberg, Investments, Fund Of Funds, Emerging Markets, Institutional..., Relationship Management, Frontier Markets, Fixed Income, Investment Management, Alternative Investments, Hedge Funds

Education
Hobart and William Smith Colleges   2001 — 2005
BA, History

The Hill School
High School Diploma

Michael Bohlmann Michael Bohlmann Greater New York City Area Details
Michael Bohlmann's CAIS Group Experience August 2013 - March 2014
Job Founder & CEO at Creatis Capital
Industry Investment Management
Experience
Creatis Capital   May 2014 - Present
CAIS Group   August 2013 - March 2014
Asset Alliance / Hedge Harbor  July 2009 - August 2013
Deutsche Bank  July 2007 - April 2009
Societe Generale  July 2006 - July 2007
Bear Stearns  July 2004 - July 2006
BNP Paribas  2003 - 2004
Zurich Capital Markets  2002 - 2003
Morgan Stanley  July 2000 - February 2002

Skills
Hedge Funds, Alternative Investments, Derivatives, Investment Banking, Hedging, Capital Raising, Fund Of Funds, Structured Products, Fixed Income, Trading, Equities, Capital Markets, Investor Relations, Portfolio Management, Global Macro, Investments, Structured Finance, Private Equity, American Politics, Securities, Asset Management

Education
Harvard University   1996 — 2000
AB magna cum laude, Government

Harvard-Westlake   1990 — 1996
High School

Matthew Brennan Matthew Brennan New York, New York Details
Matthew Brennan's CAIS Group Experience March 2014 - Present
Job Associate | Structured Solutions at CAIS Group
Industry Financial Services
Experience
CAIS Group   March 2014 - Present
Goldman Sachs  May 2011 - March 2014
Goldman Sachs  March 2010 - May 2011
The Saratoga Golf and Polo Club   2005 - 2007

Skills
Investments, Derivatives, Fixed Income, Equities, Options, Financial Modeling, Structured Products, Valuation, Portfolio Management, Trading, Risk Management, Wealth Management

Education
State University of New York at Albany