Casey, Quirk & Associates

Description

Address: 17 Old Kings Hwy S #200, Darien, CT 06820 Phone: (203) 899-3000Website: Hours: : Place name: : : : Category: : : Website: http://www.caseyquirk.com/ Category: Business management consultant 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 Casey Quirk & Associates LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Casey, Quirk & Associates Employees

Employee
Years
Job
Industry
Victor Morales Victor Morales New York, New York Details
Victor Morales's Casey, Quirk & Associates Experience 2014 - 2014
Job Analyst, Financial Planning & Analysis at WWE
Industry Entertainment
Experience
WWE  2015 - Present
Casey, Quirk & Associates   2014 - 2014
NYU Stern School of Business  2013 - 2014
Aetos Capital Real Estate, LP  June 2013 - August 2013
The Abernathy MacGregor Group  2008 - 2012

Skills
Alternative Investments, Hedge Funds, Private Equity, Venture Capital, Corporate Finance, Financial Analysis, Investment Valuation, Financial Modeling, Investor Relations, Financial Planning

Education
New York University - Leonard N. Stern School of Business   2012 — 2014
Master of Business Administration (MBA), Finance

Lafayette College   2003 — 2007
BA, Economics

Dartmouth College - The Tuck School of Business at Dartmouth
Business Bridge Program

Scott Gockowski Scott Gockowski New York, New York Details
Scott Gockowski's Casey, Quirk & Associates Experience June 2015 - Present
Job Senior Associate at Casey, Quirk & Associates
Industry Management Consulting
Experience
Casey, Quirk & Associates   June 2015 - Present
Casey, Quirk & Associates   2013 - Present
Franklin & Marshall College  September 2012 - May 2013
RF Lafferty & Co., Inc   July 2012 - August 2012
Congressman Mike Fitzpatrick   May 2012 - June 2012

Skills
Analysis, Investments, Strategy, Research, Valuation, Economics, Data Analysis, Stata, PowerPoint, Microsoft Excel

Education
Franklin & Marshall College   2009 — 2013
Bachelor's degree, Economics

Central Bucks High School South

Neeraj Singhal Neeraj Singhal Greater New York City Area Details
Neeraj Singhal's Casey, Quirk & Associates Experience 2012 - 2013
Job Head of Expansion India & the Subcontinent at Uber
Industry Internet
Experience
Uber Technologies, Inc.   2013 - Present
Casey, Quirk & Associates   2012 - 2013
PwC  2009 - 2012

Skills
International Expansion, Global Operations, Financial Modeling, Business Strategy, Entrepreneurship, Start-ups, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Team Leadership, Communication, Hedge Funds, M&A experience, Strategic Planning, Business Planning, Transaction Services, Private Equity, Corporate Development, Dashboards, Business Development, Mergers & Acquisitions

Education
CFA Institute
Candidate

Queen's University   2004 — 2009
Bachelor of Arts (Honours), Economics

Doha College   1997 — 2004

Pretty Khare Pretty Khare Greater New York City Area Details
Pretty Khare's Casey, Quirk & Associates Experience August 2015 - Present
Job Strategy Consultant for Asset Managers | Investment Professional | Duke MBA | IIT Graduate
Industry Management Consulting
Experience
Casey, Quirk & Associates   August 2015 - Present
Fuqua School of Business  March 2014 - April 2015
DWM Advisors, LLC  September 2014 - December 2014
BD  June 2014 - August 2014
Lorelli & Co.   January 2014 - May 2014
MarketRx (Cognizant Analytics)   May 2011 - July 2013
MarketRx (Cognizant Analytics)   November 2009 - April 2011

Skills
Research, Management Consulting, Financial Modeling, Data Analysis, Business Strategy, Business Analysis, Strategy, Market Research, Statistics, Project Management, Analysis, Financial Analysis, Business Development, SQL, Microsoft Excel, SPSS, Valuation, Business Analytics, Analytics, Competitive Analysis, Finance, Investment Banking, Corporate Finance, Investments, Management, Consulting, Leadership, Portfolio Management, Equities, Marketing Strategy, Strategic Planning

Education
Duke University - The Fuqua School of Business   2013 — 2015
Master of Business Administration (MBA), Finance, 4.0/4.0

Indian Institute of Technology, Kharagpur   2004 — 2009
Dual Degree (B.Tech and M.Tech), Manufacturing Engineering and Industrial Management, 8.11/10

Yariv Itah Yariv Itah Greater New York City Area Details
Yariv Itah's Casey, Quirk & Associates Experience January 2014 - Present
Job Managing Partner at Casey Quirk
Industry Management Consulting
Experience
Casey Quirk & Associates  January 2014 - Present
Casey, Quirk & Associates   July 2006 - December 2013
Casey, Quirk & Associates   July 2001 - June 2006
Ernst and Young  1996 - 1999

Skills
Private Equity, Hedge Funds, Alternative Investments, Asset Management, Due Diligence, Financial Modeling, Investments, Asset Managment, Venture Capital, Valuation, Management Consulting, Corporate Development, Mergers & Acquisitions, Corporate Finance, Equities, Investment Management

Education
Yale University - Yale School of Management   1999 — 2001
MBA, Concentration in Strategy and Finance

Tel Aviv University   1993 — 1996
BA, Economics/ Accounting

Blake Tretter Blake Tretter Greenwich, Connecticut Details
Blake Tretter's Casey, Quirk & Associates Experience August 2013 - Present
Job Associate at Casey, Quirk & Associates
Industry Financial Services
Experience
Casey, Quirk & Associates   August 2013 - Present
Trinity College - Hartford  September 2012 - May 2013
Nomura International  May 2012 - August 2012
Stamford Landing Restaurant   May 2009 - August 2011
Nomura International  May 2011 - June 2011

Skills
Statistics, Stata, Higher Education, Research, SPSS, Qualitative Research, Student Affairs, Data Analysis, Policy Analysis, Critical Thinking, Quantitative Research, Econometrics, International Relations, Economics, PowerPoint, Political Science, Public Speaking, Facebook

Education
Trinity College-Hartford   2009 — 2013
Bachelor of Science (BS), Economics

The Gunnery School   2005 — 2009
High School

Huilin(Justin) Wang Huilin(Justin) Wang Chicago, Illinois Details
Huilin(Justin) Wang's Casey, Quirk & Associates Experience January 2015 - August 2015
Job MS Financial Mathematics Candidate at the University of Chicago
Industry Financial Services
Experience
Casey, Quirk & Associates   January 2015 - August 2015
Pathsight   June 2013 - March 2014
Ingalls & Snyder  May 2012 - July 2012
Priority Capital Management   January 2012 - May 2012

Skills
Financial Analysis, Analysis, Research, Bloomberg, Microsoft Excel, English, Microsoft Office, Mandarin, Credit, French, conversational French, Excel, PowerPoint, Word, Marketing Strategy, Business Strategy, IT Operations, Business Networking, Market Research, Investments, Statistics, Economics, Equity Research, Financial Modeling, SPSS, Microsoft Word, Due Diligence, Management, Stata

Education
The University of Chicago   2015 — 2016
Master of Science, Financial Mathematics

Hamilton College   2009 — 2013
BS, Mathematics

L'institut Catholique   2011 — 2012

Rahul Patel, CFA Rahul Patel, CFA Greater New York City Area Details
Rahul Patel, CFA's Casey, Quirk & Associates Experience October 2007 - January 2013
Job Vice President, Dyal Capital Partners at Neuberger Berman
Industry Investment Management
Experience
Dyal Capital Partners at Neuberger Berman   February 2013 - Present
Casey, Quirk & Associates   October 2007 - January 2013
Deloitte Consulting  August 2005 - August 2007

Skills
Management Consulting, Financial Modeling, Valuation, Due Diligence, Asset Managment, Alternative Investments, Business Strategy, Hedge Funds, Investments, Governance, Asset Management, Series 7, Investment Management, Equities, Private Equity, Mutual Funds

Education
Boston University - School of Management   2001 — 2005
Bachelor of Science in Business Administration, Concentration in Finance

John Franscioni John Franscioni Greater New York City Area Details
John Franscioni's Casey, Quirk & Associates Experience June 2015 - Present
Job Senior Manager at Casey, Quirk & Associates
Industry Financial Services
Experience
Casey, Quirk & Associates   June 2015 - Present
Casey, Quirk & Associates   July 2014 - Present
Casey, Quirk & Associates   July 2013 - June 2014
Casey, Quirk & Associates   January 2013 - June 2013
PwC  July 2012 - January 2013
PwC  March 2011 - July 2012
Northwestern Mutual  July 2009 - June 2010
Northwestern Mutual  January 2009 - June 2010
AIRescue International   September 2007 - April 2009

Skills
Risk Management, Business Strategy, Microsoft Excel, Project Management, PowerPoint, Management Consulting, Financial Modeling, Financial Analysis, Microsoft Office, Excel, MS Project, Word, Budget Monitoring, Business Modeling, Consulting, Project Delivery, Executive Presentations, Investments, Social Media, Banking

Education
Pepperdine University   2005 — 2009
Bachelor of Science, International Business

Dan Neeman Dan Neeman Greater New York City Area Details
Dan Neeman's Casey, Quirk & Associates Experience September 2011 - July 2013
Job Finance and Strategic Planning at HIT Entertainment / Mattel
Industry Consumer Goods
Experience
HIT Entertainment / Mattel   July 2013 - Present
Casey, Quirk & Associates   September 2011 - July 2013
Lux Capital  June 2010 - June 2011
Yale School of Management  August 2009 - June 2011
KPMG Corporate Finance  2006 - 2009
ORANGE ISRAEL   June 2005 - September 2005
ISRAELI DEFENSE FORCE  July 1999 - July 2002

Skills
Venture Capital, Financial Modeling, Entrepreneurship, Valuation, Business Strategy, Data Analysis, Due Diligence, Market Research, Mergers, Management Consulting, Strategic Planning, Financial Analysis, Strategy, Mergers & Acquisitions, Private Equity, Competitive Analysis, Corporate Development, Economics

Education
Yale University - Yale School of Management   2009 — 2011
Master of Business Administration (M.B.A.), Finance and Management

University of Amsterdam   2003 — 2006
B.Sc., Economics and Finance

Sasha Ramani Sasha Ramani Greater New York City Area Details
Sasha Ramani's Casey, Quirk & Associates Experience May 2015 - Present
Job Management Strategy Consultant at Casey, Quirk & Associates
Industry Management Consulting
Experience
Casey, Quirk & Associates   May 2015 - Present
Mars & Co.   September 2011 - April 2015
Manulife Financial  January 2010 - April 2010
RBC Capital Markets  December 2007 - April 2008

Skills
Analysis, Insurance, Strategy Development, Statistics, Economics, Actuarial Science, Finance, Consulting, Operations Research, Financial Modeling, Financial Analysis, Valuation, Risk Management, VBA, Data Analysis, Forecasting, Competitive Analysis, Business Strategy, Strategy

Education
University of Waterloo   2006 — 2011
Honors Bachelor of Mathematics (BMath), Majors: Actuarial Science, Statistics, Operations Research, Business Administration, With Distinction - Dean's Honor List

Wilfrid Laurier University   2006 — 2011
Honors Bachelor of Business Administration, Concentration in Finance, Minor in Economics, Dean's Honor Roll

The University of Hong Kong
Non-Degree Candidate for Bachelor of Economics and Finance (BEcon&Fin), Economics and Finance

Alexander Mace Alexander Mace Greater New York City Area Details
Alexander Mace's Casey, Quirk & Associates Experience 2015 - Present
Job Senior Associate at Casey, Quirk & Associates
Industry Management Consulting
Experience
Casey, Quirk & Associates   2015 - Present
Casey, Quirk & Associates   2013 - 2015
Southern Methodist University  2012 - 2013
U.S. Department of State   May 2012 - August 2012

Skills
Microsoft Office, Financial Modeling, Public Policy, Community Development, Public Speaking, Spanish, Microsoft Excel, Politics, Business Strategy, Market Research, Data Analysis, Research, PowerPoint, Microsoft Project

Education
Southern Methodist University   2009 — 2013
B.Sc. & B.A., Economics with Financial Applications, Political Science, and Spanish, Summa Cum Laude

Amanda Walters Amanda Walters Greater New York City Area Details
Amanda Walters's Casey, Quirk & Associates Experience July 2015 - Present
Job Senior Manager at Casey, Quirk & Associates
Industry Management Consulting
Experience
Casey, Quirk & Associates   July 2015 - Present
Casey, Quirk & Associates   July 2014 - June 2015
Casey, Quirk & Associates   July 2013 - June 2014
Casey, Quirk & Associates   July 2012 - June 2013
IBM  February 2012 - July 2012
IBM  July 2009 - February 2012

Skills
Financial Modeling, Business Strategy, Financial Analysis, Management Consulting, Corporate Finance, Analysis, Consulting, Strategy, Management, Strategic Planning, Due Diligence

Education
Georgetown University   2005 — 2009
Bachelor of Science in Business Administration, Finance, Management

Silas Proft Silas Proft Greater New York City Area Details
Silas Proft's Casey, Quirk & Associates Experience August 2015 - Present
Job Senior Associate at Casey, Quirk & Associates
Industry Management Consulting
Experience
Casey, Quirk & Associates   August 2015 - Present
Information Services Group  June 2012 - August 2015
Prime, Buchholz & Associates   October 2010 - June 2012
Flett Exchange LLC/Flett Futures Inc.   May 2006 - September 2009
General Catalyst Partners  December 2007 - May 2009

Skills
Information Technology..., Performance Analysis, Consulting, Operation Optimization, New System Development, Portfolio Performance..., Microsoft Office, Attention To Detail, Trade Support, Commodities, Commodity Markets, Performance Improvement, Asset Management, Investment Sourcing, IT Outsourcing

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   2009 — 2010
BA

Regents College London   2008 — 2008

Suffolk University - Sawyer Business School   2005 — 2008

Sean Donohue, CAIA Sean Donohue, CAIA New York, New York Details
Sean Donohue, CAIA's Casey, Quirk & Associates Experience 2000 - 2002
Job Director of Marketing and IR at Kerrisdale Capital
Industry Investment Management
Experience
Kerrisdale Capital Management LLC  June 2011 - Present
Magister Ludi Capital Management   August 2009 - June 2011
DWS Investments  October 2007 - August 2009
DWS Investments  December 2006 - September 2007
DWS Investments  April 2006 - December 2006
Citigroup Asset Management  October 2003 - December 2005
Citigroup Asset Management  February 2002 - October 2003
Casey, Quirk & Associates   2000 - 2002

Skills
Investments, Hedge Funds, Alternative Investments, Strategy, Investment Banking, Mutual Funds, Equities, Portfolio Management, Mergers, Risk Management, Product Management, Market Research, Due Diligence, Banking, Entrepreneurship, Investment Management, Asset Management, Capital Markets

Education
Hamilton College   1996 — 2000
BA, Mathematics, Economics

Jair Alberto Martinez Jair Alberto Martinez Stamford, Connecticut Details
Jair Alberto Martinez's Casey, Quirk & Associates Experience March 1997 - October 2002
Job Executive Director, Latin America at Finacity Corporation
Industry Financial Services
Experience
Finacity Corporation  March 2006 - Present
Robert Half Finance & Accounting  April 2004 - March 2006
Casey, Quirk & Associates   March 1997 - October 2002
RogersCasey  September 1995 - March 1997

Skills
Structured Finance, Latin American Business, Cross-functional Team..., Project Management, International Business, Due Diligence, Accounts Receivable, Rating Agency Relations, Data Analysis, Data Modeling, Financial Modeling, Strategic Consulting, Capital Markets, Alternative Investments, Private Equity, Mergers & Acquisitions, Fixed Income Strategies, Equity Capital Markets, Hedge Funds

Education
Tufts University
Bachelor's Degree, International Relations

Cassandra Henry, CFA Cassandra Henry, CFA New York, New York Details
Cassandra Henry, CFA's Casey, Quirk & Associates Experience August 2013 - May 2015
Job VP, Marketing and IR
Industry Financial Services
Experience
LibreMax Capital, LLC  June 2015 - Present
Casey, Quirk & Associates   August 2013 - May 2015
Rockefeller & Co., Inc.   June 2012 - July 2012
Artisan Partners  May 2008 - May 2011
Bank of America  February 2007 - May 2008

Education
NYU Stern School of Business   2011 — 2013
Master of Business Administration (M.B.A.)

University of Notre Dame   2002 — 2006
Bachelor's Degree

Duchesne Academy of the Sacred Heart   1998 — 2002

Daniel Melamed Daniel Melamed New York, New York Details
Daniel Melamed's Casey, Quirk & Associates Experience 2013 - 2014
Job Business Process at ZS Associates
Industry Management Consulting
Experience
ZS Associates  2015 - Present
Casey, Quirk & Associates   2013 - 2014
Ernst & Young  2011 - 2013
U Ventures   May 2011 - August 2011
Village Podiatry Group, PC   June 2010 - August 2010

Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Management Consulting, Due Diligence, Private Equity, Investment Banking, Bloomberg, Business Strategy, Mergers & Acquisitions, Capital Markets, Strategy, Risk Management, Economics, Fixed Income, Business Analysis, Derivatives, Analytics, Equities, Venture Capital, Strategic Financial...

Education
Carnegie Mellon University   2007 — 2011
Bachelor of Science, Business Administration (Finance)

Universitat Pompeu Fabra   2009 — 2009
Bachelors, Business Administration, Economics

Charles Skelsey Charles Skelsey Greater New York City Area Details
Charles Skelsey's Casey, Quirk & Associates Experience April 2015 - Present
Job Associate at Casey, Quirk & Associates
Industry Investment Management
Experience
Casey, Quirk & Associates   April 2015 - Present
Marketfield Asset Management LLC   June 2014 - March 2015
Laboratory of Informatics and Data Mining   October 2013 - February 2015
Rye Beach Pharmacy Home Ctr   August 2010 - October 2011

Skills
Start-ups, Entrepreneurship, Analytics, Business Development, Strategy, Business Strategy, SQL, VBA, Data Analysis, Python, C++, VB.NET

Education
Fordham University Graduate School of Arts and Sciences   2014 — 2017
Master of Science (M.S.), Computer Science

Fordham University   2010 — 2014
Bachelor of Science (B.S.), Applied Mathematics, Minor in Computer Science

Jonathan Feldman Jonathan Feldman Greater New York City Area Details
Jonathan Feldman's Casey, Quirk & Associates Experience June 2012 - May 2013
Job Product Development at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   May 2013 - Present
Casey, Quirk & Associates   June 2012 - May 2013
AllianceBernstein  January 2010 - February 2012
AllianceBernstein  May 2006 - December 2009
Sanford C. Bernstein (a unit of AllianceBernstein)   July 2003 - June 2006
Merrill Lynch  July 2002 - July 2003
JPMorgan Chase  July 1997 - July 2000

Skills
Competitive Analysis, Market Research, Competitive Intelligence, Business Intelligence, Microstrategy, Market Intelligence, Market Opportunity..., Industry Trend Analysis, Asset Management, Product Development, Market Share Analysis, Competitive Landscape..., Strategic Planning, Marketing Strategy, Business Strategy, Strategic Thinking, Management Consulting, Strategic Consulting

Education
Columbia University - Columbia Business School
MBA

Cornell University
BA

Elaine Hui Elaine Hui Greater New York City Area Details
Elaine Hui's Casey, Quirk & Associates Experience September 2015 - Present
Job Associate at Casey, Quirk & Associates
Industry Management Consulting
Experience
Casey, Quirk & Associates   September 2015 - Present
IBM  August 2013 - August 2015
GE Aviation / Middle River Aircraft Systems   August 2012 - December 2012
PwC  June 2012 - August 2012
PwC  June 2011 - July 2011

Education
University of Maryland College Park   2009 — 2013
Bachelor of Science (B.S.), Operations Management, Accounting

Universitat Autònoma de Barcelona   2011 — 2011
Spanish and Iberian Studies

Quince Orchard High School   2005 — 2009

Jon Jerrild Jon Jerrild Greater New York City Area Details
Jon Jerrild's Casey, Quirk & Associates Experience June 2014 - Present
Job Associate at Casey, Quirk & Associates
Industry Financial Services
Experience
Casey, Quirk & Associates   June 2014 - Present
Lenox Advisors  December 2013 - May 2014
Lenox Advisors  January 2012 - December 2013
Lenox Advisors  June 2010 - January 2012

Skills
Insurance, Disability Insurance, Employee Benefits, Life Insurance, Long-term Care, Estate Planning, Financial Analysis, Series 7, Wealth Management, Retirement Planning, Asset Allocation, Securities, Retirement, Mutual Funds, Investments

Education
Lynchburg College   2006 — 2010
B.A., Economics

Kira Stepanoff-Dargery Kira Stepanoff-Dargery New York, New York Details
Kira Stepanoff-Dargery's Casey, Quirk & Associates Experience July 2014 - Present
Job Manager at Casey, Quirk & Associates
Industry Capital Markets
Experience
Casey, Quirk & Associates   July 2014 - Present
Bristol-Myers Squibb  June 2013 - August 2013
RP Capital Group   August 2008 - August 2012
Merrill Lynch  June 2007 - August 2007

Skills
Investments, Hedge Funds, Portfolio Management, Microsoft Excel, Emerging Markets, Due Diligence, Financial Markets, Strategy, Investment Strategies, Business Strategy, Asset Managment, Fundraising, Strategic Consulting, Business Development, Structured Products, Alternative Investments, Market Research, Investment Management, Private Equity, Bloomberg Terminal, Investor Relations, Financial Analysis, Trading Systems, Financial Services, Fund Of Funds, Investment Advisory, Electronic Trading, Global Macro, Asset Allocation, Institutional..., Product Management, Asset Management, Equity Derivatives, Financial Structuring, Marketing, Bonds, Marketing Strategy, Valuation, Financial Modeling

Education
Columbia University - Columbia Business School   2012 — 2014
Master of Business Administration (MBA), Finance & Marketing

Amherst College   2004 — 2008
BA with Honors, Law, Jurisprudence, and Social Thought

Hackley School   1990 — 2004
High School

Vlad Victor Oncescu Vlad Victor Oncescu New York, New York Details
Vlad Victor Oncescu's Casey, Quirk & Associates Experience June 2015 - Present
Job Management Consultant at Casey, Quirk & Associates
Industry Management Consulting
Experience
Casey, Quirk & Associates   June 2015 - Present
Mars & Co.   February 2014 - May 2015
Cornell University  September 2009 - January 2014
vitaMe Technologies   August 2012 - December 2013
SiGMA Graduate Association   August 2011 - December 2013
Cornell Graduate Consulting Club   February 2012 - September 2013
Big Red Consulting Group   June 2012 - June 2013
Cornell University  July 2012 - January 2013
Canadian Space Agency  June 2008 - June 2009
McGill University ACE Tutoring   September 2007 - January 2008

Skills
Business Analysis, Data Analysis, Microsoft Excel, Nanotechnology, Matlab, Labview, Microfabrication, Mathematica, Photolithography, Modeling, Mechanical Engineering, C, ANSYS, Research, Programming, Java, Fortran, Fuel Cells, Biosensors, Start-ups, SQL, Business Intelligence, Project Management, Market Research, Microsoft Office, Financial Analysis, PowerPoint, Financial Modeling, LabVIEW

Education
Cornell University   2009 — 2014
Ph.D, Mechanical and Aerospace Engineering

McGill University   2005 — 2009
B. Eng, Mechanical Engineering

National University of Singapore   2008 — 2008
Student Exchange, Mechanical Engineering

Marianopolis College   2003 — 2005
DEC, Health Science

Kyle Gray Kyle Gray Greater Boston Area Details
Kyle Gray's Casey, Quirk & Associates Experience September 2014 - May 2015
Job Sr Strategy Analyst, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2015 - Present
Casey, Quirk & Associates   September 2014 - May 2015
Cerulli Associates  March 2013 - September 2014

Skills
Financial Modeling, VBA, Financial Analysis, Value Investing, Excel, SPSS, PowerPoint, Account Management, Word, Microsoft Excel, Microsoft Word, Forecasting, Valuation, Finance, Leadership, Analysis, Data Analysis, Market Research, Strategy, Investments, Business Development, Asset Management, Mutual Funds, Alternative Investments, Business Strategy

Education
Drew University   2007 — 2011
Bachelor of Arts (B.A.), Business

Vermont Law School   2010 — 2010
Summer Session, Business

Burr & Burton Academy

Yoon Kang Yoon Kang Greater New York City Area Details
Yoon Kang's Casey, Quirk & Associates Experience December 2014 - Present
Job Manager at Casey, Quirk & Associates
Industry Investment Management
Experience
Casey, Quirk & Associates   December 2014 - Present
Casey, Quirk & Associates   September 2014 - December 2014
Bank of America Merrill Lynch  June 2013 - August 2013
Deutsche Asset Management, Structured Investment Solutions Group   July 2010 - June 2012
Deutsche Asset Management, Quantitative Strategies Group   June 2009 - August 2009

Skills
Valuation, Data Analysis, Economics, Financial Modeling, Bloomberg, Financial Analysis, Corporate Finance, Research, Management Consulting, Fixed Income, Due Diligence, Strategy, Management, Derivatives, Investments, Finance, Business Strategy

Education
Yale School of Management   2012 — 2014
Master of Business Administration (MBA)

Cornell University   2006 — 2010
Bachelor of Science (B.S.), Operations Research & Information Engineering (ORIE)

Dave Nwokonko Dave Nwokonko New York, New York Details
Dave Nwokonko's Casey, Quirk & Associates Experience July 2014 - Present
Job Associate at Casey, Quirk & Associates
Industry Management Consulting
Experience
Casey, Quirk & Associates   July 2014 - Present
Nova Capital Global Markets  April 2014 - July 2014
Lela, Inc.   June 2013 - April 2014
University of Virginia Social Neuroscience Lab   January 2013 - May 2013

Skills
Research, Data Analysis, SPSS, Microsoft Office, Statistics, PowerPoint, Financial Analysis, Economics

Education
Fordham University - Graduate School of Business Administration   2013 — 2014
Master of Science (MS), Business Enterprise (Accelerated General Business Program)

University of Virginia
Bachelor of Arts (BA), Psychology

Ryan Carr Ryan Carr Greater New York City Area Details
Ryan Carr's Casey, Quirk & Associates Experience August 2014 - Present
Job Associate at Casey, Quirk & Associates
Industry Management Consulting
Experience
Casey, Quirk & Associates   August 2014 - Present
JLL Partners  July 2013 - August 2013
Tenex Capital Management  June 2013 - July 2013
Camelot Capital   June 2013 - June 2013
Greenwich American Legion   May 2013 - June 2013
Greenwich American Legion   June 2012 - August 2012
REPUCOM  April 2010 - June 2010

Skills
Microsoft Excel, Microsoft Word, Microsoft Exchange, PowerPoint, Twitter, Facebook, Capital IQ, Data Analysis, Social Networking, Public Speaking, Leadership

Education
Trinity College-Hartford   2010 — 2014
Bachelor's Degree, Economics

Greenwich High School   2006 — 2010
High School Diploma

Trevor Horton Trevor Horton Stamford, Connecticut Details
Trevor Horton's Casey, Quirk & Associates Experience June 2014 - Present
Job Associate at Casey, Quirk & Associates
Industry Management Consulting
Experience
Casey, Quirk & Associates   June 2014 - Present
Sage Capital Management LLC   June 2013 - August 2013
Healthcasts  June 2012 - August 2012
Paulson Investment Co.  June 2011 - August 2011
Citrin Cooperman  2008 - 2009

Skills
Data Analysis, Management Consulting, Wealth Management, Financial Accounting, Finance Consulting, Strategic Consulting, Finance, Microsoft Excel, Business Analysis, Labor Relations, Financial Modeling, Infrastructure, Labor Economics

Education
Cornell University   2010 — 2014
Bachelor of Science (BS),, Labor and Industrial Relations; Minor - Business

Kinnelon High School   2006 — 2010

Conner Pate Conner Pate New York, New York Details
Conner Pate's Casey, Quirk & Associates Experience August 2013 - May 2014
Job Operations Manager at Alton Lane
Industry Apparel & Fashion
Experience
Casey, Quirk & Associates   August 2013 - May 2014
Ernst & Young  June 2012 - August 2012
Austinuts of Dallas   June 2011 - August 2011
Ivy Insiders  June 2010 - September 2010

Skills
Sales, Financial Modeling, Financial Analysis, Microsoft Excel, Economics, Data Analysis, Analysis, Microsoft Office, PowerPoint, Market Research, Performance Management, Research, Management Consulting, Business Strategy, NetSuite, SaaS

Education
Princeton University   2009 — 2013
Bachelor of Arts (B.A.), Philosophy

St. Mark's School of Texas   1996 — 2009

Kevin Swiniarski Kevin Swiniarski New York, New York Details
Kevin Swiniarski's Casey, Quirk & Associates Experience September 2011 - July 2013
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley  August 2015 - Present
Bank of America Merrill Lynch  June 2014 - August 2014
Casey, Quirk & Associates   September 2011 - July 2013
PwC  June 2007 - September 2011

Skills
Hedge Funds, Asset Managment, Transfer Pricing, Financial Modeling, Financial Analysis, Private Equity, Due Diligence, Analysis, Strategy, Competitive Analysis

Education
UNC Kenan-Flagler Business School   2013 — 2015
Masters of Business Adminstration

Trinity College-Hartford   2003 — 2007
BS, Economics

Jacob Walker, CFA Jacob Walker, CFA New York, New York Details
Jacob Walker, CFA's Casey, Quirk & Associates Experience 2011 - 2013
Job Chief Operating Officer Global Distribution at BNY Mellon Investment Management
Industry Investment Management
Experience
BNY Mellon  September 2015 - Present
BNY Mellon  2014 - September 2015
BNY Mellon  2013 - 2014
Casey, Quirk & Associates   2011 - 2013
Morgan Stanley  2010 - 2011
City National Rochdale  2009 - 2010
City National Rochdale  2005 - 2008
Spurs Sports & Entertainment  2003 - 2004

Skills
Management Consulting, Strategy Development, Asset Management, Distribution, Marketing Strategy, Business Strategy, Capital Markets, Financial Modeling, Product Development, Product Management, Economic Research, Alternative Investments, Mutual Funds, Hedge Funds, Investment Management, Fixed Income, Strategy, Leadership, Finance, Marketing

Education
Trinity University
Bachelor of Science, Business Administration (Finance)

Benjamin Lake, CFA Benjamin Lake, CFA Stamford, Connecticut Details
Benjamin Lake, CFA's Casey, Quirk & Associates Experience January 2012 - August 2012
Job Analyst at Lake Partners, Inc.
Industry Investment Management
Experience
Lake Partners, Inc.   September 2012 - Present
Casey, Quirk & Associates   January 2012 - August 2012
JLM Pacific Epoch   September 2009 - August 2011

Skills
Equity Research, Mandarin, Financial Modeling, Research, Editing, Economics, Analytics, Investments, Data Analysis, Financial Analysis, Management Consulting, Market Analysis, Strategy, Analysis

Education
Northwestern University   2005 — 2009
BA, Asian and Middle Eastern Language and Civilization, Economics

Vasudha Bhalla Vasudha Bhalla Greater New York City Area Details
Vasudha Bhalla's Casey, Quirk & Associates Experience September 2013 - Present
Job Manager at Casey, Quirk and Associates
Industry Management Consulting
Experience
Casey, Quirk & Associates   September 2013 - Present
Ernst & Young  February 2011 - September 2013
American Business Solutions Inc  October 2008 - April 2009
Prudential Plc.  2005 - 2007
Standard Chartered Bank  2004 - 2004

Skills
Hedge Funds MIddle..., OTC Services, FATCA, Dodd Frank, Equities, Asset Managment, Global Macro, Financial Modeling, Capital Markets, Fixed Income, Derivatives, Bloomberg, Financial Analysis, Business Analysis, Asset Management, Financial Services, Banking, Investments, Alternative Investments, Hedge Funds, Management, Valuation, Consulting, Project Management

Education
Fordham Gabelli School of Business   2008 — 2010
MBA, Finance - Investments

Institute of Management, Nirma Univ.
Masters, Finance

MCM DAV
Bachelor's degree, Economics and Commerce

David Bauer David Bauer Greater New York City Area Details
David Bauer's Casey, Quirk & Associates Experience February 2002 - March 2014
Job Principal at Nauset Wealth Management, LLC
Industry Investment Management
Experience
Nauset Wealth Management, LLC   March 2014 - Present
Casey, Quirk & Associates   February 2002 - March 2014
Barra Strategic Consulting Group   2000 - 2002
Barra Rogers Casey   1997 - 2000
Playtex Products  1996 - 1997
Greenwich Associates  October 1991 - July 1994
Bankers Trust  June 1989 - July 1991

Skills
Hedge Funds, Strategy, Management Consulting, Mutual Funds, Asset Management, Market Research, Business Strategy, Institutional, Fund Of Funds, Mergers & Acquisitions, Asset Managment, Strategic Planning, Wealth Management, Financial Modeling, 401k, Equities, Mergers, Investment Management, Marketing Strategy, Investments, Alternative Investments, Financial Services, Portfolio Management, Fixed Income

Education
Duke University - The Fuqua School of Business   1994 — 1996
MBA

Tufts University   1985 — 1989
BA, Economics

Christy Charise Christy Charise Greater New York City Area Details
Christy Charise's Casey, Quirk & Associates Experience July 2009 - June 2010
Job Director Business Development
Industry Management Consulting
Experience
Saugatuck Financial   July 2010 - Present
Casey, Quirk & Associates   July 2009 - June 2010
Bain & Co, Inc.   July 2007 - June 2009
Accenture  2006 - 2006
Goldman Sachs  July 2001 - October 2004

Skills
Financial Modeling

Education
Cornell University - S.C. Johnson Graduate School of Management   2005 — 2007
MBA

Cornell University   1997 — 2001
BS

Jeff Stakel Jeff Stakel Greater New York City Area Details
Jeff Stakel's Casey, Quirk & Associates Experience July 2014 - Present
Job Partner at Casey, Quirk & Associates
Industry Management Consulting
Experience
Casey, Quirk & Associates   July 2014 - Present
Casey, Quirk & Associates   December 2013 - July 2014
Casey, Quirk & Associates   January 2013 - December 2013
Casey, Quirk & Associates   June 2011 - December 2012
Casey, Quirk & Associates   August 2009 - June 2011
ScottMadden, Inc.   June 2008 - August 2008
AllianceBernstein  June 2001 - July 2007

Skills
Financial Modeling, Asset Managment, Valuation, Hedge Funds, Private Equity, Alternative Investments, Portfolio Management, Investments, Due Diligence, Equities, Competitive Analysis, Strategy, Financial Analysis, Fixed Income, Corporate Finance, Business Strategy, Venture Capital, Capital Markets, Management Consulting, Strategic Planning, Mutual Funds, Strategic Consulting, Asset Management, Management

Education
Duke University - The Fuqua School of Business   2007 — 2009
Master of Business Administration (M.B.A.), Concentrations: Strategy and Decision Science

University of Massachusetts, Amherst   1997 — 2001
B.A., Finance, Minor in Economics

The University of Manchester   2000 — 2000

Newtown High School

Autumn Macri, MBA, PMP Autumn Macri, MBA, PMP Greater New York City Area Details
Autumn Macri, MBA, PMP's Casey, Quirk & Associates Experience 2002 - 2003
Job PMO Lead at Barclays
Industry Financial Services
Experience
Barclays  December 2012 - Present
Credit Suisse  June 2010 - December 2012
Earth Day New York  2009 - 2011
McGraw-Hill  2009 - 2010
Credit Suisse  2008 - 2009
Xplusone   2007 - 2008
GE Capital  2007 - 2007
Citi Group  2004 - 2007
Bridgewater Associates  2003 - 2004
Casey, Quirk & Associates   2002 - 2003

Skills
Program Management, Project Management, Project Planning, Governance, Vendor Management, Business Analysis, Project Portfolio..., PMO, Management, Risk Management, Process Improvement, Analysis, MS Project, IT Management, SDLC, Access, Data Analysis, Team Leadership, IT Strategy, Business Process..., Leadership, Strategy, Business Process, Project Delivery

Education
Southern Connecticut State University   2004 — 2006
MBA, Master's

Southern Connecticut State University   1997 — 2002
BS, Corporate Communications

Project Management Institute
PMP® Certification

David Pease David Pease Greater New York City Area Details
David Pease's Casey, Quirk & Associates Experience June 2015 - August 2015
Job Recent MBA Graduate at Columbia Business School
Industry Military
Experience
Casey, Quirk & Associates   June 2015 - August 2015
Kettlebell Kitchen Inc.   December 2014 - May 2015
Columbia Business School  July 2013 - May 2015
Microsoft  June 2014 - August 2014
US Army  2011 - 2012
US Army  2010 - 2011
US Army  2008 - 2009
US Army  2007 - 2008

Skills
Leadership, Security Clearance, Military, Security, Helicopters, Operational Planning, Military Aviation, CrossFit, Military Operations, Command, Afghanistan, Training, Aircraft, DoD, Organizational..., Army, Combat, Military Experience

Education
Columbia University - Columbia Business School   2013 — 2015
Master of Business Administration (MBA)

University of Massachusetts, Amherst   2001 — 2005
Bachelor of Business Administration (BBA), Accounting

Saima Loglisci Saima Loglisci Darien, Connecticut Details
Saima Loglisci's Casey, Quirk & Associates Experience June 2014 - Present
Job Business Associate at Casey Quirk & Associates
Industry Management Consulting
Experience
Casey, Quirk & Associates   June 2014 - Present
Casey Quirk & Associates  December 2011 - June 2014

Education
The University of Connecticut

Aaron Prills Aaron Prills Greater New York City Area Details
Aaron Prills's Casey, Quirk & Associates Experience 2002 - 2003
Job Director of Marketing at First Data Corporation
Industry Financial Services
Experience
First Data Corporation  March 2015 - Present
GE Capital  October 2013 - Present
GE Capital  July 2011 - October 2013
General Electric  July 2009 - July 2011
L. Tersigni Consulting   2005 - 2007
L. Tersigni Consulting   2003 - 2005
Casey, Quirk & Associates   2002 - 2003
Barra Strategic Consulting Group   2000 - 2002
Barra Strategic Consulting Group   1999 - 2000

Skills
Cross-functional Team..., Strategy, Business Strategy, Product Marketing, Product Development, Business Analysis, Market Research, Six Sigma, Financial Analysis, Process Improvement, Financial Modeling, Business Development, Market Analysis, Product Management, Competitive Analysis, Pricing, Marketing Strategy, Segmentation, Mergers & Acquisitions, Forecasting, New Business Development, Analytics, Business Planning, Leadership, Visual Basic for..., CRM, Start-ups, Management Consulting, Analysis, Program Management, Portfolio Management

Education
University of Michigan - Stephen M. Ross School of Business   2007 — 2009
MBA, Focus on Marketing and Finance, Graduated with Distinction

Skidmore College   1995 — 1999
BS, Management & Business