Circle Advisers, Inc.

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Circle Advisers, Inc. Employees

Employee
Years
Job
Industry
Lakisha Armstrong Lakisha Armstrong Alexandria, Virginia Details
Lakisha Armstrong's Circle Advisers, Inc. Experience July 2010 - December 2011
Job Manager, Retail Programs at National Retail Federation
Industry Retail
Experience
National Retail Federation  April 2015 - Present
National Retail Federation  November 2012 - Present
Circle Advisers, Inc.   July 2010 - December 2011
Circle Advisers, Inc.   April 2005 - July 2010
Circle Advisers, Inc.   July 2001 - March 2005

Skills
Event Planning, Marketing, Project Coordination, Microsoft Office, Trade Associations, Time Management, Customer-focused Service, Teamwork, Insurance, Social Networking, Program Management, Program Development, Speaker Logistics, Events Coordination, Organization, Process Focused, Task Management, Analytic Thinking, Highly detail oriented, Flexibility

Education
SUNY Binghamton   1995 — 2000
Bachelor of Arts (B.A.), Philosophy, Politics and Law

Veronica Klebanova Veronica Klebanova Greater New York City Area Details
Veronica Klebanova's Circle Advisers, Inc. Experience December 2012 - Present
Job Certified Financial Planner® Professional & MBA Candidate
Industry Wholesale
Experience
Merrill Lynch  September 2015 - Present
Circle Advisers, Inc.   December 2012 - Present
Circle Advisers, Inc.   July 2011 - Present
Geller & Company  January 2011 - May 2011
Penn Mutual Life Insurance Company  September 2010 - December 2010
Staples  August 2007 - May 2010

Skills
Adobe Creative Suite, Search Engine..., Marketing Management, Event Planning, Customer Relations, Website Development, Graphic Design, Google Webmaster Tools, Google, Supplier Management, Referrals, Client Retention, Client Service, Client Relationship..., Microsoft Office, Microsoft Operating..., Mac OS X, iPhone, Social Networking, Financial Services, SEO, Customer Service, CRM, Marketing, OS X, Recruiting, Web Analytics, Email Marketing, Digital Marketing, Social Media Marketing, Customer Retention, Google Analytics, Digital Strategy, Market Research, Corporate Moves, Corporate Relocation, Infrastructure..., Public Relations, Leadership, Training, Management, Time Management, Online Marketing, Direct Marketing, Online Advertising, Salesforce.com, Sponsorship, Strategy, Marketing Research, Facebook

Education
Pace University - Lubin School of Business   2012 — 2015
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General

New York University - Leonard N. Stern School of Business   2013 — 2014
Certified Financial Planner Professional, Financial Planning and Services

City University of New York-Baruch College - Zicklin School of Business   2008 — 2011
BBA, International Marketing, Psychology, Finance

Lisa Coash Lisa Coash Greater New York City Area Details
Lisa Coash's Circle Advisers, Inc. Experience January 2014 - Present
Job Currently looking for a new position
Industry Financial Services
Experience
Circle Advisers, Inc.   January 2014 - Present
Paine Webber  1989 - 2001

Skills
Finance, Management, Portfolio Management, Series 63, Investments, Mutual Funds, Asset Management, Alternative Investments, Sales Management, Hedge Funds, Equities, Recruiting

Education
Northeastern University
Associate's Degree, Business Administration and Management, General

Cathlene Campbell Cathlene Campbell Greater New York City Area Details
Cathlene Campbell's Circle Advisers, Inc. Experience January 2008 - Present
Job Paralegal at Miller Zeiderman Wiederkehr & Schwarz
Industry Financial Services
Experience
Miller Zeiderman Wiederkehr & Schwarz   April 2015 - Present
Circle Advisers, Inc.   January 2008 - Present
Alimonti Law Office   March 2011 - March 2015
Bedford Village Parent Association   2002 - 2004
McMahon Securities   1994 - 1995
Lehman Brothers  1991 - 1994
PaineWebber  1989 - 1991

Skills
Microsoft Office, Contract Negotiation, Marketing, Negotiation, Management, Microsoft Excel, Research, Event Planning, Due Diligence, Strategic Planning, Microsoft Word, Finance

Education
Tulane University - A.B. Freeman School of Business   1985 — 1989
BSM, Management - Concentration in Finance

Casey (Charles) Martin Casey (Charles) Martin Greater New York City Area Details
Casey (Charles) Martin's Circle Advisers, Inc. Experience September 2014 - Present
Job Portfolio Manager at Circle Advisers, Inc.
Industry Investment Management
Experience
Circle Advisers, Inc.   September 2014 - Present
US Trust  September 2012 - August 2014
US Trust  September 2010 - September 2012
Circle Advisers, Inc.   January 2010 - September 2010
New York University  October 2007 - January 2010

Skills
Portfolio Management, Asset Allocation, Bloomberg, Bloomberg Terminal, Financial Analysis, Financial Modeling, Fixed Income, Equities, Alternative Investments, Finance, Microsoft Office, Asset Management, Microsoft Excel, Investment Management, Investment Strategies, Mutual Funds, Wealth Management, Investments, FactSet

Education
New York University   2006 — 2010
Bachelor of Arts (B.A.), Economics

Scarsdale High School

Passed Level I of the CFA Program

Charles Winston Charles Winston Greater New York City Area Details
Charles Winston's Circle Advisers, Inc. Experience April 2014 - Present
Job Financial Consultant at Circle Advisers, Inc.
Industry Financial Services
Experience
Circle Advisers, Inc.   April 2014 - Present
SeaCrest Wealth Management  January 2009 - April 2014
Merrill Lynch  2001 - 2009

Education
Fordham Gabelli School of Business   1997 — 1999
MBA, Finance

Hobart and William Smith Colleges   1984 — 1988
BS, Economics, Poli Sci

Byram Hills High School

Oleg Zviagin Oleg Zviagin Brooklyn, New York Details
Oleg Zviagin's Circle Advisers, Inc. Experience August 2015 - Present
Job Director of Business Development at Circle Advisers, Inc.
Industry Financial Services
Experience
Circle Advisers, Inc.   August 2015 - Present
Circle Advisers, Inc.   September 2012 - Present
Circle Advisers, Inc.   September 2012 - August 2015
Cranberrys Restaurant   November 2011 - February 2012
Metro Sportsmed Physical and Occupational Therapy   July 2008 - October 2011

Skills
Administrative..., PowerPoint, Data Entry, Outlook, Access, Microsoft Office, Microsoft Word, Event Planning, Microsoft Excel, Market Research, Financial Research, Marketing, Data Analysis, Customer Service, Research

Education
City University of New York-Hunter College
Bachelor of Arts (B.A.), Psychology & Economics

Kingsborough Community College   2011 — 2013
Associate of Arts and Sciences (A.A.S.), Psychology, 3.845

Case Western Reserve University   2009 — 2010
Psychology and Economics

Stuyvesant High School   2005 — 2009
High School Diploma