Carey Financial, LLC
Industry: Company
DescriptionHeadquarters: New York City, NY Parent organizations: W. P. Carey, W. P. Carey Inc.
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Carey Financial, LLC Employees
Employee
Years
Job
Industry
Matthew Siwinski Matthew Siwinski's Carey Financial, LLC Experience November 2014 - Present
Job Accounting and Financial Analyst at Carey Financial, LLC
Industry Financial Services
Experience
Carey Financial, LLC November 2014 - Present
Investment Technology Group, Inc. August 2011 - October 2014
Interfraternity Council May 2010 - May 2011
Phi Gamma Delta November 2009 - November 2010
Investment Technology Group, Inc. June 2010 - July 2010
Skills
Recruiting, Strategic Financial..., Financial Analysis, Analysis, Access, Accounting, Financial Modeling, Finance, Microsoft Excel, Data Analysis, Financial Reporting, Bloomberg
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
BHA, Finance
Carey Financial, LLC November 2014 - Present
Investment Technology Group, Inc. August 2011 - October 2014
Interfraternity Council May 2010 - May 2011
Phi Gamma Delta November 2009 - November 2010
Investment Technology Group, Inc. June 2010 - July 2010
Skills
Recruiting, Strategic Financial..., Financial Analysis, Analysis, Access, Accounting, Financial Modeling, Finance, Microsoft Excel, Data Analysis, Financial Reporting, Bloomberg
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
BHA, Finance
Josh Kane's Carey Financial, LLC Experience March 2011 - February 2013
Job Vice President at Clarion Partners, LLC
Industry Real Estate
Experience
Clarion Partners, LLC March 2015 - Present
Clarion Partners, LLC February 2013 - March 2015
Carey Financial, LLC March 2011 - February 2013
W. P. Carey Inc. October 2008 - March 2011
Skills
Series 7, Financial Analysis, Financial Modeling, Bloomberg, Investments, Valuation, Asset Management, Series 63, Alternative Investments, Equities, Due Diligence, Securities, Capital Markets, Hedge Funds, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Master Of Finance (MFIN), Finance, Real Estate
Tulane University 2003 — 2007
Bachelor of Science in Mangement (BSM), Finance, General
Clarion Partners, LLC March 2015 - Present
Clarion Partners, LLC February 2013 - March 2015
Carey Financial, LLC March 2011 - February 2013
W. P. Carey Inc. October 2008 - March 2011
Skills
Series 7, Financial Analysis, Financial Modeling, Bloomberg, Investments, Valuation, Asset Management, Series 63, Alternative Investments, Equities, Due Diligence, Securities, Capital Markets, Hedge Funds, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Master Of Finance (MFIN), Finance, Real Estate
Tulane University 2003 — 2007
Bachelor of Science in Mangement (BSM), Finance, General
Mark Powers's Carey Financial, LLC Experience March 2013 - Present
Job Vice President and Compliance Officer at Carey Financial, LLC
Industry Financial Services
Experience
Carey Financial, LLC March 2013 - Present
Financial Industry Regulatory Authority (FINRA) August 2007 - March 2013
New York Stock Exchange August 2006 - July 2007
Torys LLP June 2005 - August 2005
Skills
Securities Regulation, Securities, AML, Hedge Funds, FINRA, Corporate Law, Legal Writing, Series 7, Series 63, Series 24, Financial Services, Alternative Investments, Financial Analysis, Anti Money Laundering, Capital Markets, Equities, Fixed Income, Mutual Funds
Education
Boston College 2002 — 2006
B.A., Major in History, Minor in Irish Studies
Fordham Preparatory School 1999 — 2002
High School
Carey Financial, LLC March 2013 - Present
Financial Industry Regulatory Authority (FINRA) August 2007 - March 2013
New York Stock Exchange August 2006 - July 2007
Torys LLP June 2005 - August 2005
Skills
Securities Regulation, Securities, AML, Hedge Funds, FINRA, Corporate Law, Legal Writing, Series 7, Series 63, Series 24, Financial Services, Alternative Investments, Financial Analysis, Anti Money Laundering, Capital Markets, Equities, Fixed Income, Mutual Funds
Education
Boston College 2002 — 2006
B.A., Major in History, Minor in Irish Studies
Fordham Preparatory School 1999 — 2002
High School
Alison Grant Alison Grant's Carey Financial, LLC Experience February 2012 - Present
Job First Vice President Coastal New England, Carey Financial
Industry Financial Services
Experience
Carey Financial, LLC February 2012 - Present
John Hancock Wealth Management June 2008 - February 2012
Skills
Series 63, Mutual Funds, Series 7, Investments, Estate Planning, Wealth Management, 401k, Series 6, Retirement Planning
Education
Hamilton College 2004 — 2008
Carey Financial, LLC February 2012 - Present
John Hancock Wealth Management June 2008 - February 2012
Skills
Series 63, Mutual Funds, Series 7, Investments, Estate Planning, Wealth Management, 401k, Series 6, Retirement Planning
Education
Hamilton College 2004 — 2008
Justin Schreiber Justin Schreiber's Carey Financial, LLC Experience March 2015 - Present
Job Internal Sales at Carey Financial, LLC
Industry Financial Services
Experience
Carey Financial, LLC March 2015 - Present
AXA Advisors May 2013 - March 2015
AXA Advisors July 2010 - May 2013
AXA Advisors June 2009 - August 2009
Island Oasis June 2005 - August 2008
Skills
Marketing, Sales, Management, Investments, Analysis, Financial Services, Financial Analysis, Microsoft Excel, Series 7, PowerPoint, Microsoft Office, Social Media, Project Management
Education
Penn State University 2006 — 2010
B.S., Marketing, International Business
Smeal College of Business 2006 — 2010
B.S., Marketing, International Business
Universidad Pablo de Olavide 2009 — 2009
International Business
Carey Financial, LLC March 2015 - Present
AXA Advisors May 2013 - March 2015
AXA Advisors July 2010 - May 2013
AXA Advisors June 2009 - August 2009
Island Oasis June 2005 - August 2008
Skills
Marketing, Sales, Management, Investments, Analysis, Financial Services, Financial Analysis, Microsoft Excel, Series 7, PowerPoint, Microsoft Office, Social Media, Project Management
Education
Penn State University 2006 — 2010
B.S., Marketing, International Business
Smeal College of Business 2006 — 2010
B.S., Marketing, International Business
Universidad Pablo de Olavide 2009 — 2009
International Business
Toby Anderson Toby Anderson's Carey Financial, LLC Experience October 2008 - October 2011
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company March 2014 - Present
ING Investment Management October 2011 - February 2014
Carey Financial, LLC October 2008 - October 2011
Wells Real Estate Funds 2003 - 2008
Skills
Series 63, Variable Annuities, Mutual Funds, Series 7, Fixed Annuities, Long-term Care, Public Speaking
Education
Auburn University 1992 — 1996
Bachelor of Science, Finance
Pacific Life Insurance Company March 2014 - Present
ING Investment Management October 2011 - February 2014
Carey Financial, LLC October 2008 - October 2011
Wells Real Estate Funds 2003 - 2008
Skills
Series 63, Variable Annuities, Mutual Funds, Series 7, Fixed Annuities, Long-term Care, Public Speaking
Education
Auburn University 1992 — 1996
Bachelor of Science, Finance
John Cutrone III John Cutrone III's Carey Financial, LLC Experience November 2014 - Present
Job Fundraising at W.P. Carey
Industry Venture Capital & Private Equity
Experience
Carey Financial, LLC November 2014 - Present
BNY Mellon February 2014 - October 2014
BNY Mellon November 2011 - February 2014
Bank of New York Mellon March 2011 - November 2011
The Bank of New York Mellon July 2010 - March 2011
OutSofting Beijing January 2010 - February 2010
Business Technology Partners May 2009 - January 2010
Certa Pro Ltd. June 2008 - August 2008
Skills
Banking, Business Strategy, Strategic Planning, Mandarin, CRM, Chinese, Product Management, Market Research, Business Analysis, Financial Analysis, Business Planning, New Business Development, Portfolio Management, Finance, Management, Strategy, Asset Management, Investments, Strategic Partnerships, Relationship Management, Business Development, Leadership, Product Development, Marketing
Education
CFA® Institute 2015 — 2018
CANDIDATE, Quant, Economics, Financial Reporting & Analysis, Portfolio Management, Credit, Equity, Fixed Income
Roger Williams University 2006 — 2010
Bachelor of Science, Gabelli School of Business
Lingnan University 2008 — 2009
Finance, Managment Theory, Mandarin Chinese, Chinese Culture
Carey Financial, LLC November 2014 - Present
BNY Mellon February 2014 - October 2014
BNY Mellon November 2011 - February 2014
Bank of New York Mellon March 2011 - November 2011
The Bank of New York Mellon July 2010 - March 2011
OutSofting Beijing January 2010 - February 2010
Business Technology Partners May 2009 - January 2010
Certa Pro Ltd. June 2008 - August 2008
Skills
Banking, Business Strategy, Strategic Planning, Mandarin, CRM, Chinese, Product Management, Market Research, Business Analysis, Financial Analysis, Business Planning, New Business Development, Portfolio Management, Finance, Management, Strategy, Asset Management, Investments, Strategic Partnerships, Relationship Management, Business Development, Leadership, Product Development, Marketing
Education
CFA® Institute 2015 — 2018
CANDIDATE, Quant, Economics, Financial Reporting & Analysis, Portfolio Management, Credit, Equity, Fixed Income
Roger Williams University 2006 — 2010
Bachelor of Science, Gabelli School of Business
Lingnan University 2008 — 2009
Finance, Managment Theory, Mandarin Chinese, Chinese Culture
Brendan Hodel Brendan Hodel's Carey Financial, LLC Experience November 2014 - Present
Job Internal Sales at Carey Financial, LLC
Industry Financial Services
Experience
Carey Financial, LLC November 2014 - Present
Calton & Associates October 2012 - October 2014
Skills
Alternative Investments, Wealth Management, Financial Analysis, Risk Management, Series 7, Economics, Microsoft Excel, Series 63, Equities, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Windows, Public Speaking, Banking
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Economics
Carey Financial, LLC November 2014 - Present
Calton & Associates October 2012 - October 2014
Skills
Alternative Investments, Wealth Management, Financial Analysis, Risk Management, Series 7, Economics, Microsoft Excel, Series 63, Equities, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Windows, Public Speaking, Banking
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Economics
Patrick Kennavane Patrick Kennavane's Carey Financial, LLC Experience May 2015 - Present
Job First Vice President, Great Lakes West Region at Carey Financial
Industry Financial Services
Experience
Carey Financial, LLC May 2015 - Present
Carey Financial, LLC April 2012 - Present
Morgan Stanley Smith Barney September 2010 - August 2011
Wells Fargo Financial June 2009 - August 2010
Publishers Clearing House June 2008 - September 2008
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
BBA, Finance
Carey Financial, LLC May 2015 - Present
Carey Financial, LLC April 2012 - Present
Morgan Stanley Smith Barney September 2010 - August 2011
Wells Fargo Financial June 2009 - August 2010
Publishers Clearing House June 2008 - September 2008
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
BBA, Finance
Christopher Cannata Christopher Cannata's Carey Financial, LLC Experience May 2014 - Present
Job Internal Sales at Carey Financial, LLC
Industry Investment Management
Experience
Carey Financial, LLC May 2014 - Present
AXA Equitable December 2013 - May 2014
Myrtle Beach Regional Economic Development Corporation May 2013 - September 2013
Myrtle Beach Regional Economic Development Corporation May 2012 - May 2013
Amway Global March 2010 - August 2012
Myrtle Beach Regional Economic Development Corporation October 2011 - May 2012
Abercrombie & Fitch September 2008 - June 2009
MITEQ Inc June 2007 - September 2007
Skills
Social Media Marketing, Advertising, Digital Marketing, Adobe Creative Suite 5, Event Planning, Development of..., Site Selections, Site Relocation, Web Development, Communication, Email Marketing, Newsletter Production, Databases, Financial Analysis, Sales Process, Asset Allocation, Portfolio Management, Stock Trading, Adobe Creative Suite, Social Media, Marketing
Education
Coastal Carolina University 2011 — 2013
AACSB BSBA, Marketing
St. Joseph's College 2010 — 2011
BS, Marketing
Siena College 2009 — 2010
BS, Marketing
kphs
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Carey Financial, LLC May 2014 - Present
AXA Equitable December 2013 - May 2014
Myrtle Beach Regional Economic Development Corporation May 2013 - September 2013
Myrtle Beach Regional Economic Development Corporation May 2012 - May 2013
Amway Global March 2010 - August 2012
Myrtle Beach Regional Economic Development Corporation October 2011 - May 2012
Abercrombie & Fitch September 2008 - June 2009
MITEQ Inc June 2007 - September 2007
Skills
Social Media Marketing, Advertising, Digital Marketing, Adobe Creative Suite 5, Event Planning, Development of..., Site Selections, Site Relocation, Web Development, Communication, Email Marketing, Newsletter Production, Databases, Financial Analysis, Sales Process, Asset Allocation, Portfolio Management, Stock Trading, Adobe Creative Suite, Social Media, Marketing
Education
Coastal Carolina University 2011 — 2013
AACSB BSBA, Marketing
St. Joseph's College 2010 — 2011
BS, Marketing
Siena College 2009 — 2010
BS, Marketing
kphs
kphs
Jeremy Hassol Jeremy Hassol's Carey Financial, LLC Experience October 2013 - 2014
Job Investment Professional
Industry Research
Experience
Informa Global Markets 2014 - January 2015
Carey Financial LLC. October 2013 - 2014
Global Arena Capital Corp. June 2012 - November 2013
Battenkill Capital (Alpine Fund LP) May 2010 - September 2010
Next Model Management July 2000 - June 2006
Skills
International Relations, Financial Modeling, Investment Banking, Modeling, Judo, Private Equity, Research, Microsoft Excel, Financial Analysis, Finance, Series 7, Sales, Securities, Investments, Economics, Options, Portfolio Management, Wealth Management, Asset Management, Bonds, Alternative Investments, Financial Advisory, High Yield, Corporate Finance, Business Development, Management, Analysis
Education
Columbia University in the City of New York 2004 — 2010
B.A, International Relations/ Economics
The Collegiate School
Informa Global Markets 2014 - January 2015
Carey Financial LLC. October 2013 - 2014
Global Arena Capital Corp. June 2012 - November 2013
Battenkill Capital (Alpine Fund LP) May 2010 - September 2010
Next Model Management July 2000 - June 2006
Skills
International Relations, Financial Modeling, Investment Banking, Modeling, Judo, Private Equity, Research, Microsoft Excel, Financial Analysis, Finance, Series 7, Sales, Securities, Investments, Economics, Options, Portfolio Management, Wealth Management, Asset Management, Bonds, Alternative Investments, Financial Advisory, High Yield, Corporate Finance, Business Development, Management, Analysis
Education
Columbia University in the City of New York 2004 — 2010
B.A, International Relations/ Economics
The Collegiate School
Chip Saltz Chip Saltz's Carey Financial, LLC Experience November 2013 - Present
Job First Vice President, Southwest Region at Carey Financial, LLC
Industry Financial Services
Experience
Carey Financial, LLC November 2013 - Present
SunAmerica January 2013 - November 2013
John Hancock Life Insurance Company (U.S.A.) October 2010 - January 2013
John Hancock July 2000 - September 2010
Skills
Wealth Management, Separately Managed..., Sales Operations, Sales Management, Leadership, Sales, Fixed Annuities, Financial Services, 529 Plans, Series 63, Strategic Financial..., Series 7, Management, Variable Annuities, Mutual Funds, Series 6
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
MBA
Loyola University New Orleans 1992 — 1996
BBA, Management, Marketing
Brother Martin 1987 — 1992
Carey Financial, LLC November 2013 - Present
SunAmerica January 2013 - November 2013
John Hancock Life Insurance Company (U.S.A.) October 2010 - January 2013
John Hancock July 2000 - September 2010
Skills
Wealth Management, Separately Managed..., Sales Operations, Sales Management, Leadership, Sales, Fixed Annuities, Financial Services, 529 Plans, Series 63, Strategic Financial..., Series 7, Management, Variable Annuities, Mutual Funds, Series 6
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
MBA
Loyola University New Orleans 1992 — 1996
BBA, Management, Marketing
Brother Martin 1987 — 1992
Paula Shober Paula Shober's Carey Financial, LLC Experience 1996 - Present
Job Senior Vice President, National Accounts Manager at Carey Financial, LLC
Industry Financial Services
Experience
Carey Financial, LLC 1996 - Present
Walker-Dunham Corporation September 1988 - August 1992
W. P. Carey Inc. 1987 - 1988
Livet Reichard Co., Inc. August 1986 - July 1987
Skills
Series 7, Alternative Investments, Series 63, Investments, Securities, FINRA, Investment Strategies, Wealth Management, Series 24
Education
Bennington College 1982 — 1986
BA, Literature and Modern Dance
Fountain Valley School
Carey Financial, LLC 1996 - Present
Walker-Dunham Corporation September 1988 - August 1992
W. P. Carey Inc. 1987 - 1988
Livet Reichard Co., Inc. August 1986 - July 1987
Skills
Series 7, Alternative Investments, Series 63, Investments, Securities, FINRA, Investment Strategies, Wealth Management, Series 24
Education
Bennington College 1982 — 1986
BA, Literature and Modern Dance
Fountain Valley School
Greg Rushing Greg Rushing's Carey Financial, LLC Experience March 2015 - Present
Job Internal Sales at Carey Financial
Industry Real Estate
Experience
Carey Financial, LLC March 2015 - Present
Jefferies & Company November 2012 - February 2015
General Motors June 2012 - December 2012
Diamond Tail Ranch, LLC May 2011 - November 2011
Vector Marketing May 2010 - September 2010
Skills
Business Profitability, Change Management, Coaching, Customer Service, Human Resources, Leadership, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Performance Management, PowerPoint, Project Management, Sales, Strategic Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Science, Finance and Operations Management
Carey Financial, LLC March 2015 - Present
Jefferies & Company November 2012 - February 2015
General Motors June 2012 - December 2012
Diamond Tail Ranch, LLC May 2011 - November 2011
Vector Marketing May 2010 - September 2010
Skills
Business Profitability, Change Management, Coaching, Customer Service, Human Resources, Leadership, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Performance Management, PowerPoint, Project Management, Sales, Strategic Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Science, Finance and Operations Management
Shannon O'Neill Shannon O'Neill's Carey Financial, LLC Experience May 2015 - Present
Job Internal Wholesaler at Carey Financial, LLC
Industry Venture Capital & Private Equity
Experience
Carey Financial, LLC May 2015 - Present
W. P. Carey Inc. April 2014 - April 2015
W. P. Carey Inc. April 2013 - May 2014
The Conference Board April 2012 - April 2013
SAC Capital February 2012 - April 2012
Crohn's & Colitis Foundation of America June 2010 - August 2010
DEPOCEN September 2009 - December 2009
Education
Hobart and William Smith Colleges 2007 — 2011
BA, Public Policy - Law
Kent School 2004 — 2007
Carey Financial, LLC May 2015 - Present
W. P. Carey Inc. April 2014 - April 2015
W. P. Carey Inc. April 2013 - May 2014
The Conference Board April 2012 - April 2013
SAC Capital February 2012 - April 2012
Crohn's & Colitis Foundation of America June 2010 - August 2010
DEPOCEN September 2009 - December 2009
Education
Hobart and William Smith Colleges 2007 — 2011
BA, Public Policy - Law
Kent School 2004 — 2007
Michael Bozzone's Carey Financial, LLC Experience December 2010 - March 2015
Job Financial Advisor at Cornerstone Planning Group, LLC
Industry Financial Services
Experience
Cornerstone Planning Group, LLC April 2015 - Present
Carey Financial, LLC December 2010 - March 2015
Treasury Partners January 2010 - November 2010
Cohen & Steers March 2008 - January 2010
Ameriprise Financial Services, Inc. September 2006 - December 2007
Skills
Series 7, Mutual Funds, Finance, Investments, Sales, Portfolio Management, Financial Analysis, Financial Advisory, Marketing, Series 63, Life Insurance, 401k Rollovers, Small Business..., Estate Planning
Education
Rutgers University-New Brunswick 2002 — 2006
Bachelor's Degree, Economics and Political Science
Rutgers University-New Brunswick
Economics and Political Science
Cornerstone Planning Group, LLC April 2015 - Present
Carey Financial, LLC December 2010 - March 2015
Treasury Partners January 2010 - November 2010
Cohen & Steers March 2008 - January 2010
Ameriprise Financial Services, Inc. September 2006 - December 2007
Skills
Series 7, Mutual Funds, Finance, Investments, Sales, Portfolio Management, Financial Analysis, Financial Advisory, Marketing, Series 63, Life Insurance, 401k Rollovers, Small Business..., Estate Planning
Education
Rutgers University-New Brunswick 2002 — 2006
Bachelor's Degree, Economics and Political Science
Rutgers University-New Brunswick
Economics and Political Science
Amy Tran-Balbin, MBA Amy Tran-Balbin, MBA's Carey Financial, LLC Experience May 2014 - Present
Job Assistant Sales Desk Manager at Carey Financial, LLC
Industry Financial Services
Experience
Carey Financial, LLC May 2014 - Present
Carey Financial, LLC November 2008 - May 2014
Ameriprise Financial Services, Inc. July 2006 - July 2008
Skills
Alternative Investments, Investments, Asset Management, Portfolio Management, Mutual Funds, Finance, Series 7, Series 24, Financial Analysis, Series 63, Wealth Management, Financial Modeling, Financial Planning, Securities, Retirement Planning
Education
Fairleigh Dickinson University 2011 — 2013
Master of Business Administration (MBA)
Rutgers University-New Brunswick 2001 — 2006
Bachelor of Arts (BA), Economics
Carey Financial, LLC May 2014 - Present
Carey Financial, LLC November 2008 - May 2014
Ameriprise Financial Services, Inc. July 2006 - July 2008
Skills
Alternative Investments, Investments, Asset Management, Portfolio Management, Mutual Funds, Finance, Series 7, Series 24, Financial Analysis, Series 63, Wealth Management, Financial Modeling, Financial Planning, Securities, Retirement Planning
Education
Fairleigh Dickinson University 2011 — 2013
Master of Business Administration (MBA)
Rutgers University-New Brunswick 2001 — 2006
Bachelor of Arts (BA), Economics
Brijesha Shah's Carey Financial, LLC Experience October 2011 - January 2012
Job Internal Sales at Carey Financial LLC
Industry Financial Services
Experience
Carey Financial, LLC October 2011 - January 2012
Invesco Aim November 2008 - July 2011
BNY Mellon --Dreyfus March 2005 - November 2008
Education
University of Houston-Downtown 2000 — 2001
BBA, marketing
Texas A&M University 1995 — 1999
Carey Financial, LLC October 2011 - January 2012
Invesco Aim November 2008 - July 2011
BNY Mellon --Dreyfus March 2005 - November 2008
Education
University of Houston-Downtown 2000 — 2001
BBA, marketing
Texas A&M University 1995 — 1999
Kelly Boucher's Carey Financial, LLC Experience August 1999 - Present
Job Senior Vice President at Carey Financial, LLC
Industry Financial Services
Experience
Carey Financial, LLC August 1999 - Present
Skills
Series 7, Investments, Alternative Investments, Asset Management, Business Development, Mutual Funds, Networking, New Business Development, Securities, Series 63, Insurance, FINRA, Financial Services, Portfolio Management, Retirement Planning
Education
Temple University - Fox School of Business and Management 2015 — 2017
Master of Business Administration (MBA)
The Actor's Studio 1998 — 1999
Eastern Connecticut State University 1994 — 1998
BA, English, Honors Degree, Minors: Theatre Arts and Political Science, Magna Cum Laude
Carey Financial, LLC August 1999 - Present
Skills
Series 7, Investments, Alternative Investments, Asset Management, Business Development, Mutual Funds, Networking, New Business Development, Securities, Series 63, Insurance, FINRA, Financial Services, Portfolio Management, Retirement Planning
Education
Temple University - Fox School of Business and Management 2015 — 2017
Master of Business Administration (MBA)
The Actor's Studio 1998 — 1999
Eastern Connecticut State University 1994 — 1998
BA, English, Honors Degree, Minors: Theatre Arts and Political Science, Magna Cum Laude
Chris Slawsky's Carey Financial, LLC Experience January 2015 - Present
Job First Vice President, Divisional Manager at Carey Financial, LLC
Industry Financial Services
Experience
Carey Financial, LLC January 2015 - Present
Carey Financial, LLC November 2010 - Present
Paychex June 2009 - November 2010
Financial Marketing Group May 2008 - May 2009
Direct Capital Securities 2007 - 2008
MetLife Investors 2002 - 2007
Education
Trinity College-Hartford 1994 — 1997
BA, Economics
Carey Financial, LLC January 2015 - Present
Carey Financial, LLC November 2010 - Present
Paychex June 2009 - November 2010
Financial Marketing Group May 2008 - May 2009
Direct Capital Securities 2007 - 2008
MetLife Investors 2002 - 2007
Education
Trinity College-Hartford 1994 — 1997
BA, Economics
Katie McGinty's Carey Financial, LLC Experience December 2009 - Present
Job Regional Vice President at Carey Financial, LLC
Industry Financial Services
Experience
Carey Financial, LLC December 2009 - Present
Texas Energy Holdings, Inc. March 2008 - November 2009
Triple Net Properties March 2005 - February 2007
Law Office of Thomas F. Keefe 2001 - 2004
Education
State University of New York College at Buffalo 2000 — 2002
BA, Political Science
Carey Financial, LLC December 2009 - Present
Texas Energy Holdings, Inc. March 2008 - November 2009
Triple Net Properties March 2005 - February 2007
Law Office of Thomas F. Keefe 2001 - 2004
Education
State University of New York College at Buffalo 2000 — 2002
BA, Political Science
Nina Anderson's Carey Financial, LLC Experience November 2012 - December 2014
Job Investment Management Associate at W. P. Carey Inc.
Industry Executive Office
Experience
W. P. Carey Inc. January 2015 - Present
Carey Financial, LLC November 2012 - December 2014
Carey Financial, LLC August 2011 - November 2012
Friedman Kaplan Seiler & Adelman LLP January 2010 - August 2011
IMG Artists December 2009 - January 2010
International Center of Photography November 2008 - December 2009
Office of Senator Patrick Leahy, United States Senate January 2007 - May 2007
Peter Welch for Congress Campaign February 2006 - June 2006
Leahy for US Senate Re-Election Campaign June 2004 - September 2004
Skills
Editing, Public Speaking, Event Planning, Community Outreach, Fundraising, Legal Research, Microsoft Office, Legal Writing
Education
Dartmouth College 2004 — 2008
BA, Government
W. P. Carey Inc. January 2015 - Present
Carey Financial, LLC November 2012 - December 2014
Carey Financial, LLC August 2011 - November 2012
Friedman Kaplan Seiler & Adelman LLP January 2010 - August 2011
IMG Artists December 2009 - January 2010
International Center of Photography November 2008 - December 2009
Office of Senator Patrick Leahy, United States Senate January 2007 - May 2007
Peter Welch for Congress Campaign February 2006 - June 2006
Leahy for US Senate Re-Election Campaign June 2004 - September 2004
Skills
Editing, Public Speaking, Event Planning, Community Outreach, Fundraising, Legal Research, Microsoft Office, Legal Writing
Education
Dartmouth College 2004 — 2008
BA, Government
Alex Pols's Carey Financial, LLC Experience June 2011 - December 2013
Job Senior Vice President Investments
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Carey Financial, LLC June 2011 - December 2013
Carey Financial, LLC April 2010 - June 2011
Allianz Global Investors April 2008 - April 2010
Merrill Lynch August 2004 - April 2008
Skills
Excel, PowerPoint, Word, Outlook, Pivotal, Microsoft Word, Microsoft Excel, Series 7, Mutual Funds, Portfolio Management, Management, Financial Planning, Asset Allocation
Education
Auburn University 2000 — 2004
B.S; Associates, Finance; Economics
Merrill Lynch January 2014 - Present
Carey Financial, LLC June 2011 - December 2013
Carey Financial, LLC April 2010 - June 2011
Allianz Global Investors April 2008 - April 2010
Merrill Lynch August 2004 - April 2008
Skills
Excel, PowerPoint, Word, Outlook, Pivotal, Microsoft Word, Microsoft Excel, Series 7, Mutual Funds, Portfolio Management, Management, Financial Planning, Asset Allocation
Education
Auburn University 2000 — 2004
B.S; Associates, Finance; Economics
Jessica Erskine's Carey Financial, LLC Experience January 2013 - Present
Job Second Vice President, Compliance and Due Diligence Officer at Carey Financial, LLC
Industry Financial Services
Experience
Carey Financial, LLC January 2013 - Present
Zephyr Management, L.P. October 2010 - January 2013
Northeast Chemicals Inc. / United Foods Corp. June 2009 - October 2010
Skills
Accounts Payable, Microsoft Office, Client Relations Skills, Team-oriented, CRM, Peachtree, Concur, Financial Statements, Due Diligence, Communication, Compliance, Wealth Management, Financial Analysis
Education
University of Delaware 2004 — 2008
Bachelor of Science, Business Administration/Marketing
Carey Financial, LLC January 2013 - Present
Zephyr Management, L.P. October 2010 - January 2013
Northeast Chemicals Inc. / United Foods Corp. June 2009 - October 2010
Skills
Accounts Payable, Microsoft Office, Client Relations Skills, Team-oriented, CRM, Peachtree, Concur, Financial Statements, Due Diligence, Communication, Compliance, Wealth Management, Financial Analysis
Education
University of Delaware 2004 — 2008
Bachelor of Science, Business Administration/Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY