Clearsight Advisors
Industry: Company
DescriptionFounded: 2011 Subsidiary: Clearsight Capital Advisors, Inc.
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Clearsight Advisors Employees
Employee
Years
Job
Industry
Bethany Seidler Bethany Seidler's Clearsight Advisors Experience June 2011 - Present
Job Director of Operations & Marketing, Clearsight Advisors, Inc.
Industry Investment Banking
Experience
Clearsight Advisors June 2011 - Present
Annual Mulligans for MANNA Golf Tournament - MANNA Worldwide/Image Church 2012 - 2014
InfoReliance December 2010 - July 2011
Houlihan Lokey June 2006 - December 2010
Updata Capital, Inc March 2003 - June 2006
Pecaro, Inc February 2000 - February 2003
U.S. House of Representatives November 1999 - February 2000
Colorado State Senate 1997 - 1999
Skills
Project Management, Event Planning, Logistics, Client Liaison, Sage, Program Management, Visio, SharePoint, Investment Banking, Strategic Planning, Process Improvement, Strategic Communications, Team Building, Microsoft Office, Project Planning, Management, Marketing, Human Resources, CRM, Executive Management
Education
Colorado State University-Pueblo 1995 — 1999
Bachelor of Science, Political Science/Mass Communications
Springfield High School 1992 — 1995
Campo Elementary
Clearsight Advisors June 2011 - Present
Annual Mulligans for MANNA Golf Tournament - MANNA Worldwide/Image Church 2012 - 2014
InfoReliance December 2010 - July 2011
Houlihan Lokey June 2006 - December 2010
Updata Capital, Inc March 2003 - June 2006
Pecaro, Inc February 2000 - February 2003
U.S. House of Representatives November 1999 - February 2000
Colorado State Senate 1997 - 1999
Skills
Project Management, Event Planning, Logistics, Client Liaison, Sage, Program Management, Visio, SharePoint, Investment Banking, Strategic Planning, Process Improvement, Strategic Communications, Team Building, Microsoft Office, Project Planning, Management, Marketing, Human Resources, CRM, Executive Management
Education
Colorado State University-Pueblo 1995 — 1999
Bachelor of Science, Political Science/Mass Communications
Springfield High School 1992 — 1995
Campo Elementary
Tory Stires Tory Stires's Clearsight Advisors Experience August 2014 - Present
Job Investment Banking Analyst at Clearsight Advisors
Industry Investment Banking
Experience
Clearsight Advisors August 2014 - Present
The New England Consulting Group May 2013 - August 2013
Bowman Consulting May 2012 - May 2013
Mount Desert Island Sailing Center June 2008 - July 2010
Johns Hopkins Hospital May 2010 - June 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Public Speaking, Microsoft Word, Event Planning, Social Media, Market Research, Editing, Marketing
Education
University of Pennsylvania 2011 — 2014
Bachelor of Arts (B.A.), Economics
UCLA 2010 — 2011
The Flint Hill School 2004 — 2010
Clearsight Advisors August 2014 - Present
The New England Consulting Group May 2013 - August 2013
Bowman Consulting May 2012 - May 2013
Mount Desert Island Sailing Center June 2008 - July 2010
Johns Hopkins Hospital May 2010 - June 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Public Speaking, Microsoft Word, Event Planning, Social Media, Market Research, Editing, Marketing
Education
University of Pennsylvania 2011 — 2014
Bachelor of Arts (B.A.), Economics
UCLA 2010 — 2011
The Flint Hill School 2004 — 2010
Kelly Prince's Clearsight Advisors Experience January 2015 - Present
Job Marketing Assistant at Clearsight Advisors
Industry
Experience
Clearsight Advisors January 2015 - Present
First Steps Academy June 2014 - October 2014
Sport Bounce of Loudoun May 2011 - August 2012
Herndon High School July 2010 - November 2010
Skills
Teaching, Child Development, Early Childhood..., Curriculum Design, Microsoft Office
Education
James Madison University 2012 — 2014
Bachelor of Science (B.S.), Interdisciplinary Liberal Studies Minor: Elementary Education
Northern Virginia Community College 2010 — 2012
Associate's degree, Social Science
Clearsight Advisors January 2015 - Present
First Steps Academy June 2014 - October 2014
Sport Bounce of Loudoun May 2011 - August 2012
Herndon High School July 2010 - November 2010
Skills
Teaching, Child Development, Early Childhood..., Curriculum Design, Microsoft Office
Education
James Madison University 2012 — 2014
Bachelor of Science (B.S.), Interdisciplinary Liberal Studies Minor: Elementary Education
Northern Virginia Community College 2010 — 2012
Associate's degree, Social Science
Taylor Stein Taylor Stein's Clearsight Advisors Experience June 2013 - July 2013
Job CoFounder & CEO at Engaged MD
Industry Computer Software
Experience
EngagedMD January 2013 - Present
S3 Ventures January 2014 - December 2014
Clearsight Advisors June 2013 - July 2013
Capital One June 2009 - March 2013
Skills
Entrepreneurship, Venture Capital, Software Development, Mergers & Acquisitions, Software Design, Entrepreneurial Finance, Venture Financing, Financial Modeling, Corporate Finance, Valuation, Portfolio Management, Forecasting, Analysis, Mergers, Software Project..., Private Equity, Strategy, Corporate Development, Management
Education
The University of Texas at Austin 2013 — 2015
Master of Business Administration (M.B.A.)
University of Michigan 2005 — 2009
Bachelor of Engineering (BEng), Computer Science
EngagedMD January 2013 - Present
S3 Ventures January 2014 - December 2014
Clearsight Advisors June 2013 - July 2013
Capital One June 2009 - March 2013
Skills
Entrepreneurship, Venture Capital, Software Development, Mergers & Acquisitions, Software Design, Entrepreneurial Finance, Venture Financing, Financial Modeling, Corporate Finance, Valuation, Portfolio Management, Forecasting, Analysis, Mergers, Software Project..., Private Equity, Strategy, Corporate Development, Management
Education
The University of Texas at Austin 2013 — 2015
Master of Business Administration (M.B.A.)
University of Michigan 2005 — 2009
Bachelor of Engineering (BEng), Computer Science
Bennett Leveillee Bennett Leveillee's Clearsight Advisors Experience September 2015 - Present
Job Incoming Investment Banking Analyst at Clearsight Advisors
Industry Investment Banking
Experience
Clearsight Advisors September 2015 - Present
Clearsight Advisors June 2015 - August 2015
Kaulkin Ginsberg September 2014 - May 2015
Morgan Stanley May 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Leadership, Public Speaking, Risk Management, Corporate Finance, Financial Analysis, Investment Banking, Financial Services, Team Leadership, Wealth Management, Financial Modeling, Social Media, English, Investments
Education
University of Maryland College Park 2012 — 2016
Bachelor of Science (BS), Finance, Senior
Longmeadow High School 2008 — 2012
Clearsight Advisors September 2015 - Present
Clearsight Advisors June 2015 - August 2015
Kaulkin Ginsberg September 2014 - May 2015
Morgan Stanley May 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Leadership, Public Speaking, Risk Management, Corporate Finance, Financial Analysis, Investment Banking, Financial Services, Team Leadership, Wealth Management, Financial Modeling, Social Media, English, Investments
Education
University of Maryland College Park 2012 — 2016
Bachelor of Science (BS), Finance, Senior
Longmeadow High School 2008 — 2012
Brendan Curran Brendan Curran's Clearsight Advisors Experience July 2015 - Present
Job Associate, Investment Banking at Clearsight Advisors
Industry Investment Banking
Experience
Clearsight Advisors July 2015 - Present
Clearsight Advisors July 2012 - June 2015
Dahlman Rose & Co. May 2011 - August 2011
Fogel Neale Partners LLC December 2010 - January 2011
Skills
Equity Research, Private Equity, Investment Banking, Financial Modeling, Mergers & Acquisitions, Financial Advisory, Valuation
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration, Finance
The London School of Economics
Semester Abroad, Corporate Finance
LaSalle Academy 2004 — 2008
High School Diploma
Clearsight Advisors July 2015 - Present
Clearsight Advisors July 2012 - June 2015
Dahlman Rose & Co. May 2011 - August 2011
Fogel Neale Partners LLC December 2010 - January 2011
Skills
Equity Research, Private Equity, Investment Banking, Financial Modeling, Mergers & Acquisitions, Financial Advisory, Valuation
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration, Finance
The London School of Economics
Semester Abroad, Corporate Finance
LaSalle Academy 2004 — 2008
High School Diploma
Amanda Nichols's Clearsight Advisors Experience June 2013 - Present
Job Executive Assistant at Clearsight Advisors
Industry Investment Banking
Experience
Clearsight Advisors June 2013 - Present
Houlihan Lokey September 2010 - May 2013
Federal Emergency Management Agency May 2009 - September 2010
Agilis International March 2008 - May 2009
American Red Cross January 2007 - May 2007
Skills
PowerPoint, Microsoft Office, Customer Service, Travel Planning, Appointment Scheduling, Events Coordination, Management, Heavy Calendaring, Cold Calling, Interpersonal..., Communication, Event Planning, Corporate Recruiting, Multitasking Skills, Communication Skills, Sales Logix, Phone Etiquette, Problem Solving, Email Clients, Google Calendar, Travel Management, Salesforce.com, Oracle CRM
Education
Radford University 2003 — 2007
Bachelor of Science (B.S.), Communication, Public Relations
Clearsight Advisors June 2013 - Present
Houlihan Lokey September 2010 - May 2013
Federal Emergency Management Agency May 2009 - September 2010
Agilis International March 2008 - May 2009
American Red Cross January 2007 - May 2007
Skills
PowerPoint, Microsoft Office, Customer Service, Travel Planning, Appointment Scheduling, Events Coordination, Management, Heavy Calendaring, Cold Calling, Interpersonal..., Communication, Event Planning, Corporate Recruiting, Multitasking Skills, Communication Skills, Sales Logix, Phone Etiquette, Problem Solving, Email Clients, Google Calendar, Travel Management, Salesforce.com, Oracle CRM
Education
Radford University 2003 — 2007
Bachelor of Science (B.S.), Communication, Public Relations
Jared Fischer Jared Fischer's Clearsight Advisors Experience June 2012 - August 2012
Job Management Consulting Associate at PricewaterhouseCoopers
Industry Management Consulting
Experience
PwC August 2014 - Present
PricewaterhouseCoopers June 2013 - August 2013
Clearsight Advisors June 2012 - August 2012
PricewaterhouseCoopers May 2012 - May 2012
Undergraduate Business Association March 2011 - May 2012
GW Residence Hall Association April 2011 - September 2011
GW Summer and Conference Housing May 2011 - August 2011
Skills
PowerPoint, Entrepreneurship, Financial Analysis, Leadership, Microsoft Office, Microsoft Excel, Writing, Event Planning, Marketing, Program Management
Education
The George Washington University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
PwC August 2014 - Present
PricewaterhouseCoopers June 2013 - August 2013
Clearsight Advisors June 2012 - August 2012
PricewaterhouseCoopers May 2012 - May 2012
Undergraduate Business Association March 2011 - May 2012
GW Residence Hall Association April 2011 - September 2011
GW Summer and Conference Housing May 2011 - August 2011
Skills
PowerPoint, Entrepreneurship, Financial Analysis, Leadership, Microsoft Office, Microsoft Excel, Writing, Event Planning, Marketing, Program Management
Education
The George Washington University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Ekta Punjabi's Clearsight Advisors Experience November 2011 - January 2012
Job Shortterm Consultant at IFC
Industry Financial Services
Experience
IFC - International Finance Corporation April 2013 - Present
MSCI Inc. January 2013 - May 2013
FrontLine Compliance, LLC April 2012 - August 2012
George Washington University September 2010 - August 2012
Clearsight Advisors November 2011 - January 2012
Reliance Life Insurance Co Ltd November 2006 - August 2008
Skills
Microsoft Office, Matlab, SAS, VBA, Excel, Financial Analysis, Portfolio Management, Capital Markets, Fixed Income, Financial Modeling, Finance, Due Diligence, Economics, Compliance, Banking, Investments
Education
The George Washington University 2010 — 2012
Master of Science (MS), Finance
Symbiosis Center for Distant Learning 2006 — 2010
Post Graduate Diploma, Human Resource
IFC - International Finance Corporation April 2013 - Present
MSCI Inc. January 2013 - May 2013
FrontLine Compliance, LLC April 2012 - August 2012
George Washington University September 2010 - August 2012
Clearsight Advisors November 2011 - January 2012
Reliance Life Insurance Co Ltd November 2006 - August 2008
Skills
Microsoft Office, Matlab, SAS, VBA, Excel, Financial Analysis, Portfolio Management, Capital Markets, Fixed Income, Financial Modeling, Finance, Due Diligence, Economics, Compliance, Banking, Investments
Education
The George Washington University 2010 — 2012
Master of Science (MS), Finance
Symbiosis Center for Distant Learning 2006 — 2010
Post Graduate Diploma, Human Resource
Brooke Nakatsukasa's Clearsight Advisors Experience October 2012 - May 2013
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2014 - Present
Deutsche Bank June 2013 - August 2013
Clearsight Advisors October 2012 - May 2013
Suruga Bank June 2012 - August 2012
Cooper & Kirk, PLLC September 2011 - May 2012
Leadership Works May 2009 - August 2010
Skills
Due Diligence, Financial Modeling, Corporate Finance, Investment Banking, Private Equity, Valuation, Finance, Bloomberg Terminal, Bloomberg
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Harvard University 2011 — 2011
Summer School
Punahou School 1997 — 2010
High School
Deutsche Bank July 2014 - Present
Deutsche Bank June 2013 - August 2013
Clearsight Advisors October 2012 - May 2013
Suruga Bank June 2012 - August 2012
Cooper & Kirk, PLLC September 2011 - May 2012
Leadership Works May 2009 - August 2010
Skills
Due Diligence, Financial Modeling, Corporate Finance, Investment Banking, Private Equity, Valuation, Finance, Bloomberg Terminal, Bloomberg
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Harvard University 2011 — 2011
Summer School
Punahou School 1997 — 2010
High School
TJ Burke's Clearsight Advisors Experience July 2015 - Present
Job
Industry Investment Banking
Experience
Clearsight Advisors July 2015 - Present
Education
McIntire School of Commerce 2013 — 2015
BS in Commerce, Concentrations in Finance and Accounting with a track in Quantitative Finance
University of Virginia 2011 — 2015
Bachelor of Science (B.S.), Commerce
Clearsight Advisors July 2015 - Present
Education
McIntire School of Commerce 2013 — 2015
BS in Commerce, Concentrations in Finance and Accounting with a track in Quantitative Finance
University of Virginia 2011 — 2015
Bachelor of Science (B.S.), Commerce
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY