Chord Advisors, LLC

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Chord Advisors, LLC Employees

Employee
Years
Job
Industry
Michael Biagi Michael Biagi Greater New York City Area Details
Michael Biagi's Chord Advisors, LLC Experience November 2012 - June 2013
Job Senior Analyst at Compensation Advisory Partners
Industry Management Consulting
Experience
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

David Rothman David Rothman Eastchester, New York Details
David Rothman's Chord Advisors, LLC Experience September 2012 - August 2015
Job FSO Assurance Staff at EY
Industry Accounting
Experience
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

Karen Lorence Karen Lorence Greater New York City Area Details
Karen Lorence's Chord Advisors, LLC Experience February 2013 - August 2014
Job CEO & Founder of HillPark llc
Industry Financial Services
Experience
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

Iris Qiu Iris Qiu Greater Los Angeles Area Details
Iris Qiu's Chord Advisors, LLC Experience January 2014 - Present
Job Senior Associate at Chord Advisors, LLC
Industry Accounting
Experience
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

Sam Lynn Sam Lynn New York, New York Details
Sam Lynn's Chord Advisors, LLC Experience March 2014 - Present
Job Managing Partner at Chord Advisors, LLC
Industry Accounting
Experience
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

Al Langer Al Langer Greater New York City Area Details
Al Langer's Chord Advisors, LLC Experience August 2012 - November 2012
Job Managing Director at Chord Advisors, LLC
Industry Financial Services
Experience
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

Roy Bruno Roy Bruno Sayville, New York Details
Roy Bruno's Chord Advisors, LLC Experience September 2012 - November 2012
Job Business Development Officer at National Business Capital
Industry Financial Services
Experience
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

William M. Casperson William M. Casperson Bloomington, Indiana Details
William M. Casperson's Chord Advisors, LLC Experience May 2014 - August 2014
Job Student at Indiana University Bloomington
Industry
Experience
Chord Advisors, LLC   May 2014 - August 2014

Education
Indiana University Bloomington   2013 — 2017
Bachelor’s Degree, Economics

Kairui Wang Kairui Wang Greater New York City Area Details
Kairui Wang's Chord Advisors, LLC Experience November 2014 - Present
Job Accountant
Industry Accounting
Experience
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

Richard Cohen Richard Cohen Greater New York City Area Details
Richard Cohen's Chord Advisors, LLC Experience July 2012 - Present
Job Managing Partner at Chord Advisors, LLC
Industry Financial Services
Experience
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

David Horin David Horin Orange County, California Area Details
David Horin's Chord Advisors, LLC Experience July 2012 - Present
Job Managing Partner, Chord Advisors
Industry Accounting
Experience
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

Gregory Nolen Gregory Nolen Greater New York City Area Details
Gregory Nolen's Chord Advisors, LLC Experience September 2013 - Present
Job Senior Associate at Chord Advisors, LLC
Industry Accounting
Experience
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