Clark Dodge Asset Management

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Clark Dodge Asset Management Employees

Employee
Years
Job
Industry
Caleb M. Smith Caleb M. Smith Santa Rosa Beach, Florida Details
Caleb M. Smith's Clark Dodge Asset Management Experience February 2010 - October 2012
Job CoFounder and CEO at Monroe MacGregor Industries
Industry Semiconductors
Experience
Monroe MacGregor Industries   March 2014 - Present
Global Semisolutions  November 2012 - February 2014
Clark Dodge Asset Management   February 2010 - October 2012
New York Giants  June 2009 - February 2010
New York Giants  August 2007 - August 2009

Skills
Retirement Planning, Asset Management, Economics, Portfolio Management, Investments, Financial Planning, Research, Wealth Management, Series 7

Education
University of Wisconsin-Madison   2005 — 2009
BA, Economics, History

Deerfield Academy   2004 — 2005

Edgemont High School

Edgemont High School

Sonja Nuhic Sonja Nuhic Greater New York City Area Details
Sonja Nuhic's Clark Dodge Asset Management Experience September 2013 - December 2013
Job Client Associate at Neuberger Berman
Industry Financial Services
Experience
Merrill Lynch  April 2014 - July 2014
Clark Dodge Asset Management   September 2013 - December 2013
Wildlife Conservation Society  September 2012 - December 2012
L-3 Communications  May 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, Organization, Coordination, Team Leadership, Finance

Education
Fordham University   2010 — 2014
Bachelor of Science (B.S.), Finance, 3.725

IQS Universitat, Ramon Llull   2013 — 2013
International Business

La Jolla High School   2008 — 2010

Brooklyn Technical High School   2006 — 2008

Michelle Gilliland Michelle Gilliland Greater Denver Area Details
Michelle Gilliland's Clark Dodge Asset Management Experience June 2012 - August 2012
Job Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  March 2015 - Present
Wells Fargo  June 2014 - March 2015
Edward Jones  July 2013 - January 2014
Clark Dodge Asset Management   June 2012 - August 2012
Peace Action Children's Team   December 2004 - December 2010

Skills
Market Research, Sales, Financial Analysis, Conflict Resolution, Portfolio Management, Research, Public Speaking, Finance, Economics, Investments, Microsoft Office

Education
Manhattanville College   2009 — 2013
Bachelor of Arts (B.A.), Economics

Punahou School   1995 — 2009

Juan Estanislao Juan Estanislao Bronx, New York Details
Juan Estanislao's Clark Dodge Asset Management Experience May 2012 - August 2012
Job Research Intern at BBVA
Industry Financial Services
Experience
BBVA  November 2014 - Present
Waypoint Asset Management LLC   June 2013 - August 2013
Clark Dodge Asset Management   May 2012 - August 2012

Skills
Finance, Economics, Microsoft Excel, PowerPoint, Emerging Markets, Foreign Exchange, Interest Rates, Latin America, Bloomberg, Analysis

Education
Fordham University
Bachelor of Arts (B.A.), Economics

Greenwich high school

Investment Banking Institute
Financial Modeling and Valuation Training

Manhattanville College

Erik van der Heijden Erik van der Heijden Greater New York City Area Details
Erik van der Heijden's Clark Dodge Asset Management Experience July 2013 - August 2013
Job Accounting Assistant at Clyde & Co LLP
Industry Financial Services
Experience
Clyde & Co LLP  September 2015 - Present
Jackson Lewis P.C.   September 2014 - September 2015
VAN DYK Recycling Solutions  July 2012 - September 2014
Clark Dodge Asset Management   July 2013 - August 2013
neoKREO   April 2013 - May 2013
JoHo Foundation   May 2012 - July 2012
Eisman, Zucker, Klein & Ruttenberg LLP   July 2010 - August 2010

Skills
Mas 90, Microsoft Office, Stata, Public Speaking, Aderant, Team Leadership, Customer Service, Financial Analysis, Time Management, Strategy, Teaching, Corporate Finance, Event Planning, Project Management, Marketing Strategy, Team Building, Social Networking, Budgets, Microsoft Excel, Teamwork

Education
Utrecht University   2011 — 2014
Bachelor of Science (BSc), Economics and Business Economics, GPA: 3.72 out of 4.00

LUISS Guido Carli University   2012 — 2013
Strategic Management

White Plains Senior High School   2007 — 2011
High School, GPA: 4.431 out of 4.000

Jose M. Haro Jose M. Haro Greater New York City Area Details
Jose M. Haro's Clark Dodge Asset Management Experience May 2013 - August 2013
Job Grassroots Marketer at Roomi
Industry Marketing and Advertising
Experience
Roomi  September 2015 - Present
InspiriaMedia Corp.  January 2014 - May 2014
Manhattanville College  June 2013 - May 2014
Manhattanville College  January 2012 - May 2014
Clark Dodge Asset Management   May 2013 - August 2013
Manhattanville College  May 2013 - August 2013
Duravidrio   May 2012 - August 2012

Skills
Microsoft Excel, Marketing, Social Media, Journalism, Final Cut Pro, SEO, Video Production, Radio Broadcasting, Microsoft Word, Online Advertising, Online Marketing, Video Editing, Sports Marketing, Search Engine..., Social Media Marketing, Public Speaking, Marketing Communications, Business Development, Market Research, PowerPoint, Research, Microsoft Office, Event Planning, Social Networking

Education
Manhattanville College   2015 — 2017
Master's Degree, Marketing

Manhattanville College   2011 — 2014
Bachelor's Degree, Marketing/Marketing Management, General, 3.7

International Baccalaureate   2009 — 2011
High School

Colegio Alberto Einstein - Quito, Ecuador   2005 — 2011
High School, 18.65/20

Ivan Maggi Ivan Maggi Greater New York City Area Details
Ivan Maggi's Clark Dodge Asset Management Experience May 2011 - July 2011
Job Alternative Investment Services Operations Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2015 - Present
I.N. Basquet   December 2010 - June 2015
Fairhills Group   July 2012 - September 2012
usablenet  September 2011 - May 2012
Clark Dodge Asset Management   May 2011 - July 2011

Skills
Microsoft Office, Excel, PerTrac, Forecasting, PowerPoint, Quickbooks, Salesforce.com, Microsoft Excel, Strategy, Finance, Management, Investments, Equities, Portfolio Management, Marketing, Budgets, Customer Service

Education
Manhattanville College   2009 — 2012
Bachelor of Arts, Finance

Colegio Nacional Arturo Illia - Mar del Plata, Argentina   2001 — 2007
Bachiller

Anthony Nolfo Anthony Nolfo Greater New York City Area Details
Anthony Nolfo's Clark Dodge Asset Management Experience March 2011 - October 2011
Job Senior Sales Specialist At Millennium Health
Industry Medical Devices
Experience
Millennium Health  October 2011 - Present
Clark Dodge Asset Management   March 2011 - October 2011
Adecco  February 2010 - March 2011
Advantage Payroll  July 2010 - December 2010
ADP  June 2009 - July 2010

Skills
Medical Devices, Healthcare, Product Launch, Sales Presentations, Managed Care, Building Relationships, B2B, New Business Development, Cold Calling, Sales Operations, Selling, CRM, Recruiting, Sales Management, Business Development, Capital Equipment, Surgeons, Pain Management, Sales Force Development, Disposables, Neurology, Customer Service, Sales Process, Sales, Relationship Building

Education
St. Thomas Aquinas College   2002 — 2006
BS, Finance

Michael R. Sanders Michael R. Sanders Greater New York City Area Details
Michael R. Sanders's Clark Dodge Asset Management Experience August 2010 - Present
Job President & Chief Investment Officer at Clark Dodge Asset Management
Industry Investment Management
Experience
Byram Hills School District  July 2015 - Present
Clark Dodge Asset Management   August 2010 - Present
Byram Hills Education Foundation   July 2007 - June 2013
Gerstein Fisher  October 2003 - August 2010
Stein Roe   February 1998 - October 2003
J & W Seligman  February 1992 - February 1998

Skills
Asset Management, Investments, Wealth Management, Philanthropy, Fundraising

Education
LIU Post   1994 — 1997
MBA, Finance

State University of New York College at Buffalo   1987 — 1991
BS, Management

Jack Borris Jack Borris New York, New York Details
Jack Borris's Clark Dodge Asset Management Experience September 2012 - April 2013
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS  June 2015 - Present
Morgan Stanley  June 2014 - August 2014
Morgan Stanley  September 2013 - December 2013
Morgan Stanley  June 2013 - August 2013
Clark Dodge Asset Management   September 2012 - April 2013

Education
Manhattanville College   2011 — 2015
Bachelor of Arts (B.A.)

The Benjamin School   1996 — 2011

Shan Du Shan Du Purchase, New York Details
Shan Du's Clark Dodge Asset Management Experience February 2015 - May 2015
Job Investment Analyst at Endurance
Industry Financial Services
Experience
Endurance  June 2015 - Present
Clark Dodge Asset Management   February 2015 - May 2015
Manhattanville College  January 2015 - May 2015
Manhattanville College  January 2015 - May 2015
Manhattanville College  May 2013 - May 2015
Manhattanville College  September 2012 - May 2015
Manhattanville College  August 2012 - May 2015
Siller and Cohen Family Wealth Advisors   September 2014 - December 2014
Manhattanville College  September 2012 - September 2014
Lincoln Financial Advisors  May 2014 - August 2014

Skills
Mandarin Chinese, Cantonese, English, Calculus, Microsoft Office, Cross Country, Running, Microsoft Word, Microsoft Excel, Adobe Photoshop, PowerPoint, Outlook, wxMaxima, Salesforce.com, Statistics, Access, Microsoft Publisher, Microsoft Exchange, Community Outreach, Mandarin, Finance

Education
Manhattanville College   2012 — 2015
Bachelor of Arts (B.A.), Finance, Psychology, Mathematics, Marketing

Ivan Jovičić Ivan Jovičić Greater New York City Area Details
Ivan Jovičić's Clark Dodge Asset Management Experience June 2012 - December 2012
Job Account Manager Financial Service
Industry Financial Services
Experience
Kforce Inc  February 2015 - Present
Kforce Inc  December 2013 - January 2015
Banca IMI  July 2013 - November 2013
Eastwood Executives, LLC   January 2013 - July 2013
Clark Dodge Asset Management   June 2012 - December 2012
Clark Dodge Asset Management   January 2012 - May 2012
Manhattanville College  January 2010 - May 2012
Eurobank EFG, Belgrade   June 2010 - August 2010

Skills
Excel, PowerPoint, Word, Photoshop, Morningstar, Finance, Data Analysis, Market Research, Communication, Human Resources, Management, Microsoft Excel, Microsoft Word, Portfolio Management, Sales Management, Training, CRM, English, Project Planning, Leadership, Screening Resumes, Recruiting, Talent Acquisition, Microsoft Office, Interview Skills, Higher Education, Locating People, Analysis

Education
Manhattanville College School of Business   2013 — 2014
Master's Degree, Corporate Finance

Manhattanville College   2008 — 2012
Bachelor of Arts, Finance

Niklas Berntsson Niklas Berntsson Greater New York City Area Details
Niklas Berntsson's Clark Dodge Asset Management Experience July 2010 - July 2011
Job MBA Candidate at the S.C. Johnson Graduate School of Management Cornell University | Cornell Tech
Industry Higher Education
Experience
Cornell Tech  March 2015 - Present
MasterCard Advisors  July 2013 - April 2015
MasterCard Advisors  March 2013 - June 2013
MasterCard Advisors  August 2011 - February 2013
Clark Dodge Asset Management   July 2010 - July 2011
Manhattanville College  January 2009 - May 2010
StroedeRalton   July 2008 - August 2008

Skills
Analysis, Microsoft Excel, Financial Analysis, SAS, SQL, Portfolio Management, Strategy, Leadership, PowerPoint, Finance, Unix, Financial Services, Corporate Finance, Investments, Management, Project Management, Segmentation, Microsoft Office, Social Media, Angoss, Payments, Credit Cards, Debit Cards, Statistics

Education
Cornell University - Johnson Graduate School of Management   2015 — 2016
Master of Business Administration (M.B.A.)

Manhattanville College   2006 — 2010
Bachelor’s Degree, Finance

Richard D'Imperio Richard D'Imperio Greater New York City Area Details
Richard D'Imperio's Clark Dodge Asset Management Experience January 2011 - June 2011
Job Finance Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  July 2015 - Present
Morgan Stanley Smith Barney  July 2011 - July 2015
Clark Dodge Asset Management   January 2011 - June 2011
First Midwest Securities, Inc  September 2009 - August 2010

Skills
Microsoft Word, Financial Analysis, PowerPoint, Cold Calling, Microsoft Excel, Analysis, Management, Access, Finance, Investments, Leadership, Due Diligence, Financial Modeling, Human Resources, Equities

Education
Manhattanville College   2007 — 2011
BA, Business Management

Archbishop Stepinac High School   2003 — 2007

Muhammad Yahya Imtiaz Muhammad Yahya Imtiaz New York, New York Details
Muhammad Yahya Imtiaz's Clark Dodge Asset Management Experience September 2011 - December 2011
Job Business Management Associate at UBS Investment Bank
Industry Investment Banking
Experience
Cognizant  April 2015 - Present
UBS Investment Bank  April 2015 - Present
New York Life Insurance Company  December 2013 - March 2015
PwC  January 2013 - October 2013
The Blue Book Building & Construction Network  May 2012 - January 2013
Clark Dodge Asset Management   September 2011 - December 2011
Yahya Imtiaz Productions   January 2006 - August 2008

Skills
Microsoft Excel, Leadership, Data Analysis, Microsoft Office, Analysis, Management, Microsoft Word, Social Media, Access, Research, Public Speaking, CRM, Customer Service, Forecasting, Outlook, Marketing, Financial Analysis, Financial Accounting, Teamwork, Social Networking, Public Relations, Team Leadership, Event Planning, Economics, Interpersonal Skill, Mathematical Analysis, Time Management, Data Entry, Strategy, Financial Reporting, Corporate Finance, Sales, morningstar advisor..., Dimensional Returns 2.0..., Excel, Word, Statistics, Windows, Facebook, Event Management, Problem Solving, Critical Thinking, Databases, Project Management, Accounting, Investment Research, Business Management, Client Analysis, Value Investing, Tableau

Education
Manhattanville College   2008 — 2012
B.A. Honors in Finance, Accounting and Finance, 3.7 (Major GPA)

Lisa Rudley Lisa Rudley Greater New York City Area Details
Lisa Rudley's Clark Dodge Asset Management Experience January 2011 - March 2013
Job Director
Industry Nonprofit Organization Management
Experience
Tour de Foliage, FD Cycle Tour for the Dysautonomia Foundation   August 2002 - Present
ABCs for Smarter Kids   March 2013 - June 2014
Ossining SEPTO   September 2011 - June 2014
Clark Dodge Asset Management   January 2011 - March 2013
NAA NY Metro Chapter Westchester branch   January 2007 - June 2012
Vitalize Health and Wellness, Inc   August 2008 - November 2010
SECTORBASE.com   March 2000 - August 2000
Sidoti & Company, LLC   July 1999 - February 2000
Morgan Grenfell   September 1996 - July 1999
Morgan Grenfell Capital Management, Inc   June 1995 - September 1996

Skills
Investment Management, Non-profits, Research, Healthcare, Leadership, Asset Managment, Investments, Strategic Financial..., Wealth Management, Private Equity, Financial Analysis, Finance, Risk Management, Financial Services, Entrepreneurship, Strategic Planning, Microsoft Excel, Business Development, PowerPoint, Financial Reporting, Equities, Asset Management, Financial Modeling, Portfolio Management, Nonprofits

Education
Fordham University
MBA, Finance/International Business

Stockton University   1984 — 1988
BA, Finance

Nabeel Zulfiqar Nabeel Zulfiqar Greater New York City Area Details
Nabeel Zulfiqar's Clark Dodge Asset Management Experience January 2012 - May 2012
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2013 - Present
Morgan Stanley  June 2013 - August 2013
IndexIQ  September 2012 - November 2012
Clark Dodge Asset Management   January 2012 - May 2012
Manhattanville College  August 2010 - March 2012
Manhattanville College  February 2010 - December 2010
Manhattanville College  January 2010 - May 2010

Skills
MS Office Suite, Customer Relations, Newsletters, Databases, PowerPoint, Access, Morningstar, Microsoft Office, Customer Service, Marketing, Finance, Research, Market Research, Equities, Analysis, Investments, Microsoft Excel

Education
Manhattanville College   2009 — 2013
Bachelor's degree, Finance, General

Samantha Fleischmann Samantha Fleischmann Greater New York City Area Details
Samantha Fleischmann's Clark Dodge Asset Management Experience January 2013 - February 2013
Job Consulting Analyst
Industry Financial Services
Experience
Pearl Meyer & Partners  July 2014 - Present
Clark Dodge Asset Management   January 2013 - February 2013
GMG Investment Advisors   June 2012 - July 2012

Skills
Microsoft Office, Time Management, Teamwork, Leadership, Research

Education
Massachusetts Institute of Technology   2010 — 2014
Bachelor of Science (BS), Management

Salvatore Asta Salvatore Asta Greater New York City Area Details
Salvatore Asta's Clark Dodge Asset Management Experience November 2011 - Present
Job Vice President of Investment Operations and Financial Planning at Clark Dodge Asset Management
Industry Financial Services
Experience
Clark Dodge Asset Management   November 2011 - Present
Wedding Bliss Lane   October 2009 - November 2011
Gerstein Fisher  September 2008 - October 2009

Skills
Investments, Strategic Financial..., Asset Allocation, Head of Operations, Investment Operations..., Operations Management, Management, Financial Planning, Risk Management, Estate Planning, CRM

Education
Quinnipiac University School of Law   1996 — 1999
Juris Doctor, Law

Bucknell University   1990 — 1994
Bachelor of Arts, Economics

Javier Vargas Javier Vargas Puerto Rico area Details
Javier Vargas's Clark Dodge Asset Management Experience December 2010 - May 2011
Job Financial Analyst at Popular, Inc.
Industry Banking
Experience
Banco Popular de Puerto Rico  April 2013 - Present
Banco Popular de Puerto Rico  August 2012 - April 2013
Banco Popular de Puerto Rico  August 2011 - June 2012
Clark Dodge Asset Management   December 2010 - May 2011

Skills
Financial Analysis, Investments, Corporate Finance, Asset Managment, Microsoft Excel, Asset Management, Financial Modeling, Risk Management, Spanish, Analysis, Valuation, Capital Markets, Mutual Funds, Strategic Financial..., Financial Reporting, Management, Credit Analysis, Banking, Portfolio Management, Investment Banking, Finance, Credit, Credit Risk, Fixed Income, Wealth Management, Bloomberg Terminal, Series 7, Commercial Banking, Accounting, Financial Services, Bloomberg, Bonds, Due Diligence, Economics, Hedge Funds, Retail Banking, Commercial Lending, Emerging Markets, Credit Cards, Mergers & Acquisitions

Education
Manhattanville College   2006 — 2010
BS, International Management & Marketing

Franz Lambert II Franz Lambert II Miami/Fort Lauderdale Area Details
Franz Lambert II's Clark Dodge Asset Management Experience November 2011 - Present
Job Managing Director at Fraka Investment LLC
Industry International Trade and Development
Experience
Clark Dodge Asset Management   November 2011 - Present
Fraka Investments LLC   February 2007 - Present
V Finance Investments   2007 - 2009

Skills
Portfolio Management, Series 63, Private Equity, Strategic Financial..., Equities, Series 7, Due Diligence, Investments, Fixed Income, Alternative Investments, Investment Banking, Securities

Education
Baruch College, City University of New York (CUNY)   1998 — 2001
BBA, Financial Management

Quisqueya Christian School

Brett Goldstein Brett Goldstein Melville, New York Details
Brett Goldstein's Clark Dodge Asset Management Experience April 2011 - December 2011
Job at
Industry Marketing and Advertising
Experience
Vivint Solar  January 2014 - Present
Gold&Meyer's Gourmet Delicatessen and Catering   January 2005 - 2013
John Thomas Financial  December 2011 - August 2012
Clark Dodge Asset Management   April 2011 - December 2011
Personal Training Institute  July 2009 - April 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets

Education
Hofstra University   2007 — 2011
Bachelors of Arts & Sciences, Political Science and Government/Business, 3.4

Massapequa High School   2004 — 2007
Advanced Regents Diploma, Regular/General High School/Secondary Diploma Program, 3.2

Benny Chu Benny Chu Greater New York City Area Details
Benny Chu's Clark Dodge Asset Management Experience January 2012 - May 2012
Job VP of Finance Board at Manhattanville College
Industry Financial Services
Experience
Manhattanville College  September 2012 - Present
Manhattanville College  August 2011 - Present
Manhattanville College  September 2010 - Present
Manhattanville College  September 2011 - August 2012
Clark Dodge Asset Management   January 2012 - May 2012
Manahttanville College   October 2011 - April 2012
Manhattanville College  September 2011 - April 2012
CASH Financial Services Group LTD.   May 2011 - August 2011
Mayland Garment LTD.   June 2009 - August 2010
A Fashion Company LTD   December 2009 - January 2010

Skills
Time Management, Computer skills, Dedication to work, Access

Education
Manhattanville College   2009 — 2013
BA, Finance & Pyschology

Seton Catholic Central   2005 — 2009
High school dipolma, Finance

Craig Marson Craig Marson Greater New York City Area Details
Craig Marson's Clark Dodge Asset Management Experience April 2013 - Present
Job Director of Financial Planning at Clark Dodge Asset Management
Industry Financial Services
Experience
Clark Dodge Asset Management   April 2013 - Present
Stonegate Wealth Management, LLC   January 2007 - April 2013

Education
SUNY Albany

St. John's University School of Law
JD

William Wahl William Wahl Greater New York City Area Details
William Wahl's Clark Dodge Asset Management Experience December 2011 - Present
Job Account Executive at Clark Dodge Asset Management
Industry Investment Management
Experience
Clark Dodge Asset Management   December 2011 - Present

Education
Arizona State University   2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Political Science