Clearbrook Financial
Industry: Company
DescriptionFounded: 2004 Subsidiaries: Managed Account Services, LLC,
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21 Clearbrook Financial employees in database. Find out everything there's to know about Clearbrook Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Clearbrook Financial Employees
Deloitte Consulting June 2014 - Present
Deloitte Consulting June 2012 - June 2014
Deloitte Consulting February 2010 - June 2012
Baruch and Company June 2009 - February 2010
Lehman Brothers June 2008 - August 2008
Clearbrook Financial February 2008 - March 2008
Millenium Venture Group December 2006 - February 2007
Skills
Project Management, Team Leadership, IT Service Management, ITIL, BMC Remedy, Requirements Gathering, Functional..., Reporting & Analysis, Unit Testing, System Integration..., User Acceptance Testing, Renewable Energy, Photovoltaics, Public Finance, Business Plan..., Financial Modeling, Financial Accounting, Entrepreneurial..., Active DoD Secret..., Leadership, Management Consulting, Business Planning, PMP, Entrepreneurship, Business Process..., Management
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Finance, Accounting
Golden High School 2001 — 2004
HS diploma
Prudential Fixed Income February 2011 - Present
Clearbrook Financial November 2008 - January 2011
Hartford Investment Management October 2006 - March 2008
BlackRock September 2005 - September 2006
Columbia Management February 2002 - August 2005
Credit Suisse July 1999 - February 2002
Donaldson, Lufkin & Jenrette July 1999 - February 2002
Alliance Capital Management April 1990 - February 1997
Integrated Resources September 1985 - December 1989
Skills
Mutual Funds, Asset Managment, Hedge Funds, Investments, Fixed Income, Equities, Asset Allocation, Financial Services, Investment Management, Institutional Marketing
Education
Manhattanville College 1981 — 1983
BA, International Studies
Google August 2014 - Present
The Wharton School April 2012 - May 2014
Google June 2013 - August 2013
J.P. Morgan August 2010 - April 2012
J.P. Morgan September 2009 - August 2010
J.P. Morgan September 2007 - September 2009
Clearbrook Financial October 2005 - January 2007
Stanfield Capital Partners June 2006 - August 2006
Skills
Business Strategy, Quantitative Analytics, Strategy, Product Management, Business Management, Strategic Planning, Strategy Development, Strategic Thinking, Strategic Analysis, Business Analysis, New Business Development, International Business, Program Management, Program Delivery, Project Delivery, Financial Services, Financial Modeling, Analytics, Analysis, Corporate Finance, Management, Business Development, Fixed Income
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Marketing and Entrepreneurial Management
University of Pennsylvania - The Lauder Institute 2012 — 2014
Master of Arts (MA), International Studies
Princeton University 2003 — 2007
BSE, Operations Research and Financial Engineering
Regulatory DataCorp (RDC) June 2010 - Present
Forbes.com Inc. 2007 - 2010
Clearbrook Financial 2005 - 2007
Merrill Lynch 2001 - 2005
Standard & Poor's 1997 - 2001
Education
Massachusetts Institute of Technology
Doctor of Philosophy (Ph.D.)
Mercer Investments January 2014 - Present
Towers Watson February 2009 - September 2013
Clearbrook Financial July 2006 - January 2009
Aon Hewitt April 1995 - June 2006
Skills
Business Management, Business Communication, Interpersonal/Intraperso..., Management, Investments, Strategy, CRM, Marketing Strategy, Business Communications, Risk Management, Leadership, Investment Management, Program Management, Portfolio Management
Education
Columbia University in the City of New York 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
CFA Institute 1993 — 1996
Chartered Financial Analyst, Finance
Cornell University 1988 — 1992
Bachelor of Science (B.S.), Applied Economics
Brunswick Highschool 1984 — 1988
Diploma
Potomac Law Group, PLLC March 2011 - Present
Axiom 2008 - 2011
Clearbrook Financial 2004 - 2008
McKinsey & Company 1999 - 2004
Covington & Burling 1995 - 1999
Atlantic Research Corporation 1990 - 1992
Skills
Corporate Tax, Corporate Law, Strategy, Mergers & Acquisitions, Due Diligence, Corporate Governance, Intellectual Property, Joint Ventures, Corporate Development, Venture Capital, Mergers, Litigation, Management, Private Equity, Licensing, Commercial Litigation, Start-ups
Education
Georgetown University Law Center 1992 — 1995
JD
Cornell University 1986 — 1990
B.S., Engineering
Advisors Asset Management, Inc. July 2009 - Present
Clearbrook Financial August 2007 - July 2009
Overture Financial March 2006 - July 2007
Merrill Lynch & Co 1999 - 2006
The Ayco Company March 1996 - August 1998
Skills
Product Management, Separately Managed..., Investment Management, Finance, Management, Financial Services, Product Development, CRM, Series 7, Investments, Alternative Investments, Mutual Funds, Series 63, Asset Allocation, FINRA, Asset Management
Education
Union College 1992 — 1996
BA, Economics
The Hotchkiss School 1989 — 1992
High School
Avascent May 2015 - Present
Avascent May 2014 - April 2015
The Avascent Group August 2012 - May 2014
Tuck School of Business at Dartmouth College July 2011 - August 2011
Wells Fargo Bank June 2011 - July 2011
Major League Soccer July 2010 - August 2010
Clearbrook Financial July 2009 - August 2009
Greenwich Hospital June 2008 - August 2008
Lambchop Production May 2008 - June 2008
Skills
Microsoft Excel, PowerPoint, Stata, Microsoft Word, Microsoft Office, Salesforce.com, Public Speaking, Management Consulting, Strategy, Analysis, Market Research, Management, Mergers & Acquisitions, Valuation, Government
Education
Middlebury College 2008 — 2012
Bachelor of Arts (B.A.), Economics, Mathematics
Greenwich High School
Tuck Bridge
APEX Analytix, Inc. January 2015 - Present
APEX Analytix February 2012 - Present
APEX Analytix February 2011 - January 2012
APEX Analytix October 2010 - December 2010
APEX Analytix May 2009 - September 2010
ERNST& YOUNG May 2008 - August 2008
CLEARBROOK FINANCIAL May 2007 - March 2008
Skills
SAP, SQL, Bloomberg Software, Microsoft Excel, PowerPoint, Visio, Financial Analysis, Auditing, Data Analysis, Access, Accounting, Process Improvement, Financial Reporting, Business Analysis, Forecasting, Internal Controls, Business Process..., Management
Education
University of North Carolina at Greensboro 2011 — 2012
Graduate Certificate, HealthCare Information Technology Management
Guilford College 2005 — 2009
BS, Accounting
Guilford College 2005 — 2009
BA, Economics
Friends boys school
PineBridge Investments November 2010 - Present
Clearbrook Financial August 2006 - November 2010
Skills
Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Equities, Portfolio Management
Education
Colgate University 2002 — 2006
V2V Associates January 2014 - Present
Snowden Capital Advisors April 2011 - December 2013
Clearbrook Financial April 2004 - July 2011
Merrill Lynch 1983 - 2004
Skills
Asset Allocation, Asset Management, Asset Managment, Business Development, Capital Markets, Equities, Finance, Financial Modeling, Financial Services, Financial Structuring, Alternative Investments, Fixed Income, Hedge Funds, High Net Worth..., Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Management, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 63, Series 7, Strategic Planning, Strategy, Venture Capital, Wealth Management, Wealth Management...
Education
Bucknell University 1979 — 1982
BA, Economics
Brinker Capital January 2011 - Present
Fiserv April 2010 - January 2011
Clearbrook Financial July 2005 - April 2010
Brinker Capital March 1999 - June 2005
Skills
Performance Measurement, Financial Services, Fixed Income, Equities, Asset Managment, Securities, Financial Analysis, Asset Allocation, Mutual Funds, Bloomberg, Asset Management, Alternative Investments, Investments, Wealth Management, Relationship Management, Business Analysis, Hedge Funds, Portfolio Management, Investment Management, Capital Markets
Education
Penn State University 1989 — 1992
BS, Accounting
Pershing, a BNY Mellon company June 2014 - Present
QED Financial Systems July 2013 - June 2014
Mill Creek Capital Advisors, LLC March 2011 - June 2013
Market Street Advisors October 2010 - March 2011
Clearbrook Financial August 2007 - March 2010
Rorer Asset Management January 2006 - August 2007
1838 Investment Advisors March 2000 - June 2005
Skills
Equities, Marketing Strategy, Business Development, Sales, Fixed Income, Investments, Series 7, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Advisory, Securities, Relationship Management, Investment Strategies, Investment Management, Wealth Management, Financial Services
Education
Fordham University 1995 — 1999
Bachelor of Arts (BA), Economics
Plymouth Whitemarsh 1991 — 1995
Compliance Solutions Group October 2007 - Present
Office of the Comptroller of the Currency 2006 - 2007
Clearbrook Financial September 2005 - September 2006
Grant Williams 2005 - 2005
FINRA (aka: NASD) September 1998 - March 2004
Wheat First Butcher Singer 1991 - 1993
IGA Federal Credit Union 1988 - 1991
Skills
Broker-Dealer, Securities, AML, Financial Services, Hedge Funds, Mutual Funds, Series 7, Alternative Investments, Investment Management, Investment Advisory, FINRA, Financial Advisory, Asset Management, Investments, Financial Regulation, Fixed Income, Operational Risk, Financial Risk, Equities, Series 24, Enterprise Risk...
Education
University of Pennsylvania - The Wharton School 1995 — 1998
Bachelor of Business Administration (BBA), Accounting and Management
Saint Hubert's
Clearbrook Financial February 2008 - Present
Merrill Lynch 1987 - 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
Advisors Asset Management, Inc. October 2009 - Present
Clearbrook Financial December 2005 - September 2009
UBS Global Asset Management January 2000 - December 2005
Skills
Series 7, Asset Management, Managed Accounts, Mutual Funds
Education
Boston College 1987 — 1991
BA, Economics
Fairfield Prep High School 1984 — 1987
Advisors Asset Management, Inc. July 2009 - Present
Clearbrook Financial March 2005 - June 2009
Merrill Lynch July 2002 - March 2005
Chemical Bank December 1988 - December 1998
Skills
Asset Management..., Chief Investment Officer, Mutual Funds, Asset Management, Due Diligence, Investments, Alternative Investments, Portfolio Management, Derivatives, Series 7, Strategy, Hedge Funds, Asset Allocation, Chartered Alternative..., Product Management, Operational Due..., Product Development, Emerging Managers, Asset Management..., Asset Management..., Third Party Sales
Education
Denison University 1978 — 1983
BA, Economics, Film (Double Major)
Princeton High School 1973 — 1978
Morgan Stanley July 2013 - May 2015
Morgan Stanley June 2011 - June 2013
Morgan Stanley Smith Barney June 2010 - August 2010
Merrill Lynch Private Banking & Investment Group May 2010 - May 2010
Credit Suisse June 2009 - August 2009
Clearbrook Financial May 2008 - August 2008
Education
McGill University 2007 — 2011
BCom, Finance
Princeton High School, Princeton, NJ 2003 — 2007
Clearbrook Investment Consulting April 2011 - Present
Marquette University June 2007 - April 2011
Clearbrook Financial May 2010 - August 2010
Historic Turner Hall Restaurant October 2007 - May 2010
Education
Marquette University 2007 — 2011
Bachelor of Science in Business Administration, Finance, Business Economics
OmniVest Group LLC March 2009 - August 2013
Clearbrook Financial January 2004 - March 2009
Merrill Lynch Internationl July 1992 - December 2003
Union Properties 1989 - 1991
Skills
Alternative Investments, Leadership, Asset Management, Spanish, Marketing Management, Equities, Wealth Management, Asset Allocation, Investments, Investment Management, Hedge Funds, Strategy
Education
Rider University
Bachelor of Science, Finance, General (summa cum laude)
Goldman Sachs September 2014 - Present
Goldman Sachs August 2013 - August 2014
Goldman Sachs July 2010 - July 2013
Goldman Sachs June 2009 - August 2009
UBS April 2008 - May 2009
Clearbrook Financial June 2007 - August 2007
Education
Princeton University 2006 — 2010
BSE, Operations Research and Financial Engineering