Chord Advisors, LLC
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Chord Advisors, LLC Employees
Compensation Advisory Partners July 2013 - Present
Chord Advisors, LLC November 2012 - June 2013
University at Albany School of Business Investment Group October 2010 - May 2013
University at Albany August 2012 - December 2012
Pink Stone Capital Group June 2012 - August 2012
The Ayco Company, L.P., Goldman Sachs & Co. January 2012 - May 2012
Skills
Financial Modeling, Real Estate Underwriting, Investments, Equity Research, Valuation, Bloomberg, Financial Analysis, QuickBooks, Bookkeeping, Big-picture Thinking, Capital Markets, Commercial Real Estate, Corporate Finance, Equities, Portfolio Management, Real Estate Development, Project Finance, Underwriting, Accounting
Education
State University of New York at Albany 2009 — 2013
B.S, Financial Analyst Honors Program
Eastchester high school
EY August 2015 - Present
Chord Advisors, LLC September 2012 - August 2015
Rodman & Renshaw July 2012 - September 2012
Skills
QuickBooks, Access, Financial Analysis, PowerPoint, ACH, Microsoft Word, General Ledger, Financial Reporting, SEC filings, Sarbanes-Oxley Act, LinkedIn, Microsoft Excel, EDGAR filings, SOX 404, Sarbanes-Oxley
Education
Pace University
City University of New York-Baruch College
HillPark llc August 2014 - Present
Green Stamp America, Inc. 1989 - Present
Chord Advisors LLC February 2013 - August 2014
Retail Systems Design, Inc. 1986 - 1989
Skills
Accounting, Asset Management, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Investment Properties, Investments, Leadership, Management, Marketing Strategy, Mergers, Private Equity, Real Estate, Start-ups, Strategic Planning, Strategy
Education
Manhattanville College 1978 — 1982
BA, Russian Studies
Chord Advisors, LLC January 2014 - Present
Chord Advisors, LLC October 2013 - December 2013
New York County District Attorney's Office January 2013 - May 2013
Internal Revenue Service January 2012 - April 2012
Hugang Jinmao C.P.A. September 2010 - December 2010
Hwa Hsin Yung Medical Co., Ltd July 2009 - August 2009
Skills
Accounting, Auditing, Financial Analysis, Tax, Microsoft Excel, Accounts Payable, Accounts Receivable, Mandarin, Microsoft Office, QuickBooks, Access, Financial Reporting, Teamwork, Data Analysis, Leadership, Risk Management, Analysis, Finance, Research, CPA, Forensic Accounting, Visio
Education
Pace University - Lubin School of Business 2011 — 2013
Master, Accounting--150 credits
Shanghai University 2007 — 2011
Bachelor, Accounting & ISIM
Chord Advisors, LLC March 2014 - Present
Goldman Sachs 2007 - March 2014
UBS 2005 - 2007
KPMG US 2003 - 2005
FASB 2001 - 2003
KPMG US 1996 - 2001
EY 1989 - 1996
Skills
Auditing, Corporate Finance, Financial Accounting, Financial Analysis, Financial Reporting, Policy, Private Equity, SEC Filings, SEC filings
Education
University of Oklahoma
Chord Advisors, LLC August 2012 - November 2012
Rodman & Renshaw November 2009 - August 2012
Rodman & Renshaw / Jefferies & Company, Inc. May 2007 - November 2009
Jefferies & Company, Inc. March 1985 - May 2007
KPMG July 1981 - February 1985
Skills
SEC Financial Reporting, Earnings Per Share, Accounting Policies, Disclosure Committee, PowerPoint, Adobe Fillable PDF Forms, Share-Based Comp., Black-Scholes Calcs, Quicken, Turbo Tax, Net Capital (15c3-1), Reserve Calc (15c3-3), Microsoft Excel, Financial Analysis, Accounting, Microsoft Word, Financial Reporting, Accounting Procedures, Outlook, Sarbanes-Oxley Act, Options, Equities, Securities, Financial Services, Capital Markets, SEC filings, Finance, Risk Management, Investments, Internal Controls, Investment Banking, Financial Audits, Auditing, GAAP, IPO, Financial Modeling, Valuation, CPA, Corporate Finance, Hedge Funds, Private Equity, US GAAP, Trading, Mergers & Acquisitions, Business Valuation, Bloomberg, Investor Relations, Financial Accounting, Equity Valuation, Asset Management
Education
California State Polytechnic University-Pomona
BSBA, Accounting
National Business Capital October 2013 - Present
Brookhaven Health Care Center July 2008 - September 2015
Chord Advisors, LLC September 2012 - November 2012
King and Associates, CPA January 2011 - April 2012
Brookhaven Health Care Center February 2010 - April 2010
McDonald's September 2005 - August 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, QuickBooks, Financial Accounting, Bookkeeping, Teamwork, Customer Service, Leadership, Outlook, Finance, Business Development, Sales, Strategic Partnerships, Loans, Analysis, Management, Strategy
Education
Baruch College, City University of New York (CUNY) 2011 — 2014
Bachelor of Business Administration (BBA), Finance & Investments
Suffolk County Community College 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Accounting
Sayville High School 2005 — 2009
Chord Advisors, LLC May 2014 - August 2014
Education
Indiana University Bloomington 2013 — 2017
Bachelor’s Degree, Economics
Chord Advisors, LLC November 2014 - Present
Rakuten LinkShare Corporation May 2012 - December 2012
3.1 Phillip Lim November 2011 - December 2011
MBIA June 2011 - August 2011
NYCFNAC January 2011 - April 2011
New York County District Attorney's Office September 2010 - December 2010
Skills
Mandarin, Excel, Japanese, Accounting, Auditing, Quickbooks, Financial Reporting, Financial Accounting, Word, PowerPoint, Reconciliation, Audit, Financial Analysis, Microsoft Office, Data Analysis, Tax, SOX, Internal Audit, Chinese, Accounts Receivable, Accpac, Account Reconciliation, Microsoft Excel, Business Writing, CPA, General Ledger, Internal Controls, IFRS, QuickBooks, US GAAP, Accounts Payable, GAAP, Financial Statements, Bookkeeping, SEC filings, Access, Tax Returns
Education
Pace University
Master of Science (MS), Taxation
Pace University 2009 — 2011
MS, Accounting
Jiangxi University of Finance and Economics 2005 — 2009
BS, Accounting
Predictivelenz January 2013 - Present
Chord Advisors, LLC July 2012 - Present
Novation Partners 2001 - Present
CoreMedix 2011 - August 2013
Green Asia Resources May 2011 - December 2012
Rodman & Renshaw 2007 - 2012
General Media January 1992 - December 1996
Skills
Venture Capital, Financial Modeling, Due Diligence, Mergers
Education
Stanford Graduate School of Business 1973 — 1975
MBA, Finance
University of Pennsylvania - The Wharton School 1969 — 1973
Chord Advisors, LLC July 2012 - Present
Array BioPharma February 2015 - September 2015
Rodman & Renshaw March 2008 - May 2012
Jefferies & Company April 2003 - March 2008
KPMG 1992 - 2003
Skills
Investment Banking, Securities, Corporate Finance, Financial Reporting, Capital Markets, IPO, Capital Raising, Financial Modeling, Valuation, Private Equity, Private Placements, Trading Systems
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Chord Advisors, LLC September 2013 - Present
self employed August 2009 - September 2013
Skills
Accounts Payable, Accounts Receivable, Account Reconciliation, Management, Retail Buying, Bookkeeping, Expense Reports, General Ledger, Bank Reconciliation, DSD Sales, Inventory Control
Education
Iona College 2012 — 2014
Master of Science (MS), Accounting
Iona College
Bachelor of Science (BS), Business Administration and Management, General