Clearwater Capital Partners
Industry: Company
DescriptionFounded: 2001 Parent organization: Fiera Capital Subsidiaries: Clearwater Capital Partners Hong Kong Limited, Clearwater Capital Partners Singapore PTE Ltd
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Clearwater Capital Partners Employees
Employee
Years
Job
Industry
Alexandra Horton Alexandra Horton's Clearwater Capital Partners Experience August 2014 - August 2015
Job Accounting Intern at Clearwater Capital Partners
Industry Accounting
Experience
Clearwater Capital Partners August 2014 - August 2015
Jackson Friday CPA LLC June 2011 - December 2013
G.K. Khurana, CPA October 2010 - January 2011
Skills
Accounting, Tax Preparation, General Ledger, Income Tax, Journal Entries, Account Reconciliation, Tax Returns, Bookkeeping, Financial Reporting, QuickBooks, Auditing, Accounts Receivable
Education
City University of New York-Baruch College 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
ASA Institute of Business and Computer Technology 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Business Administration - Accounting
Clearwater Capital Partners August 2014 - August 2015
Jackson Friday CPA LLC June 2011 - December 2013
G.K. Khurana, CPA October 2010 - January 2011
Skills
Accounting, Tax Preparation, General Ledger, Income Tax, Journal Entries, Account Reconciliation, Tax Returns, Bookkeeping, Financial Reporting, QuickBooks, Auditing, Accounts Receivable
Education
City University of New York-Baruch College 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
ASA Institute of Business and Computer Technology 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Business Administration - Accounting
Anthony Ng Anthony Ng's Clearwater Capital Partners Experience February 2011 - June 2011
Job Tax Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP October 2012 - Present
Goldman Sachs June 2011 - June 2012
Clearwater Capital Partners February 2011 - June 2011
Skills
US GAAP, Financial Reporting, Accounting, Financial Accounting, Tax Accounting, Financial Analysis, SEC filings, Corporate Tax, Tax, Tax Preparation, Income Tax
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
Baruch College 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Grant Thornton LLP October 2012 - Present
Goldman Sachs June 2011 - June 2012
Clearwater Capital Partners February 2011 - June 2011
Skills
US GAAP, Financial Reporting, Accounting, Financial Accounting, Tax Accounting, Financial Analysis, SEC filings, Corporate Tax, Tax, Tax Preparation, Income Tax
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
Baruch College 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Pius Xue Pius Xue's Clearwater Capital Partners Experience August 2014 - December 2014
Job Investment Associate at Partners Group
Industry Venture Capital & Private Equity
Experience
Partners Group September 2015 - Present
Clearwater Capital Partners August 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Houlihan Lokey 2010 - 2013
PwC 2009 - 2010
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, LBO, DCF, Capital IQ, Bloomberg, Financial Analysis, Capital Markets, Private Equity, Business Valuation, Special Situations, Equities, Capital Structure
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
The Chinese University of Hong Kong 2004 — 2009
Bachelor of Business Administration (B.B.A.)
UC Berkeley 2006 — 2007
Accounting and Finance
Partners Group September 2015 - Present
Clearwater Capital Partners August 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Houlihan Lokey 2010 - 2013
PwC 2009 - 2010
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, LBO, DCF, Capital IQ, Bloomberg, Financial Analysis, Capital Markets, Private Equity, Business Valuation, Special Situations, Equities, Capital Structure
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
The Chinese University of Hong Kong 2004 — 2009
Bachelor of Business Administration (B.B.A.)
UC Berkeley 2006 — 2007
Accounting and Finance
Shannon Spillane Shannon Spillane's Clearwater Capital Partners Experience May 2015 - Present
Job Fund Accounting Intern
Industry Accounting
Experience
Clearwater Capital Partners May 2015 - Present
WFUV Public Radio July 2014 - Present
Vestar Capital Partners June 2014 - July 2014
WFUV Public Radio October 2013 - July 2014
Skills
Microsoft Word, Microsoft Excel, Public Speaking, Social Media, PowerPoint, Event Planning, Management, Research, Microsoft Office, Customer Service, Leadership
Education
Fordham University 2013 — 2017
Bachelor's Degree, Accounting
John F. Kennedy Catholic High School 2009 — 2013
Clearwater Capital Partners May 2015 - Present
WFUV Public Radio July 2014 - Present
Vestar Capital Partners June 2014 - July 2014
WFUV Public Radio October 2013 - July 2014
Skills
Microsoft Word, Microsoft Excel, Public Speaking, Social Media, PowerPoint, Event Planning, Management, Research, Microsoft Office, Customer Service, Leadership
Education
Fordham University 2013 — 2017
Bachelor's Degree, Accounting
John F. Kennedy Catholic High School 2009 — 2013
Patrick O'Neill Patrick O'Neill's Clearwater Capital Partners Experience May 2013 - August 2013
Job Private Equity Analyst at CCMP Capital
Industry Financial Services
Experience
CCMP Capital Advisors July 2015 - Present
Goldman Sachs May 2014 - August 2014
Clearwater Capital Partners May 2013 - August 2013
MW Group, Ltd. December 2012 - January 2013
WSP Group May 2012 - August 2012
Vector Marketing May 2011 - September 2011
Maile's Thai Bistro January 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Photoshop, Microsoft Word, Social Media, Capital IQ, Event Planning, Bloomberg Terminal, Debtwire, Salesforce.com, Vizio, AutoCAD Mechanical, Revit, Mac OS X, Mechanical Engineering..., Masterworks, PC, Reuters
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Environmental Business Entrepreneurship, 3.95
Punahou School 2004 — 2011
GED, 3.95
CCMP Capital Advisors July 2015 - Present
Goldman Sachs May 2014 - August 2014
Clearwater Capital Partners May 2013 - August 2013
MW Group, Ltd. December 2012 - January 2013
WSP Group May 2012 - August 2012
Vector Marketing May 2011 - September 2011
Maile's Thai Bistro January 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Photoshop, Microsoft Word, Social Media, Capital IQ, Event Planning, Bloomberg Terminal, Debtwire, Salesforce.com, Vizio, AutoCAD Mechanical, Revit, Mac OS X, Mechanical Engineering..., Masterworks, PC, Reuters
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Environmental Business Entrepreneurship, 3.95
Punahou School 2004 — 2011
GED, 3.95
Joel Bartlow's Clearwater Capital Partners Experience May 2011 - June 2011
Job Funding & Liquidity Risk Specialist at Federal Reserve Bank of NY
Industry Banking
Experience
Federal Reserve Bank of New York July 2012 - Present
Allegiance Capital August 2011 - December 2011
General Motors June 2011 - August 2011
Clearwater Capital Partners May 2011 - June 2011
Fidelity Investments June 2009 - August 2010
The Vant Group March 2008 - August 2008
Skills
Financial Modeling, Accounting, Fixed Income Analysis, M&A Analysis, Microsoft Excel, Equity Valuation, Capital Budgeting, Corporate Finance, Buy-side, Business Development, Private Equity, Investments, Valuation, M&A analysis, Process Improvement, Due Diligence, Market Research, Finance, Portfolio Management
Education
Purdue University - Krannert School of Management 2010 — 2012
MBA, Finance
GISMA Business School 2011 — 2011
MBA Study Abroad in Germany
Санкт-Петербургский Государственный Инженерно-Экономический Университет 2007 — 2008
Study Abroad, Russian Language
Thomas Edison State College
BSBA, Finance
Federal Reserve Bank of New York July 2012 - Present
Allegiance Capital August 2011 - December 2011
General Motors June 2011 - August 2011
Clearwater Capital Partners May 2011 - June 2011
Fidelity Investments June 2009 - August 2010
The Vant Group March 2008 - August 2008
Skills
Financial Modeling, Accounting, Fixed Income Analysis, M&A Analysis, Microsoft Excel, Equity Valuation, Capital Budgeting, Corporate Finance, Buy-side, Business Development, Private Equity, Investments, Valuation, M&A analysis, Process Improvement, Due Diligence, Market Research, Finance, Portfolio Management
Education
Purdue University - Krannert School of Management 2010 — 2012
MBA, Finance
GISMA Business School 2011 — 2011
MBA Study Abroad in Germany
Санкт-Петербургский Государственный Инженерно-Экономический Университет 2007 — 2008
Study Abroad, Russian Language
Thomas Edison State College
BSBA, Finance
Orel Yacoby Orel Yacoby's Clearwater Capital Partners Experience January 2013 - January 2014
Job NESA Tax Diversified Staff Group at EY
Industry Accounting
Experience
EY October 2014 - Present
Clearwater Capital Partners January 2013 - January 2014
TAO Group September 2012 - May 2013
Morgan Stanley Wealth Management January 2013 - March 2013
Northwestern Mutual March 2012 - July 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Word, LinkedIn, Facebook, Twitter, Microsoft Excel, QuickBooks, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Microsoft Word, Account Reconciliation, US GAAP, Finance, Accounting
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Taxation
Fordham University, Gabelli School of Business 2010 — 2013
Bachelor of Applied Science, Public Accountancy
Santa Barbara City College 2007 — 2009
EY October 2014 - Present
Clearwater Capital Partners January 2013 - January 2014
TAO Group September 2012 - May 2013
Morgan Stanley Wealth Management January 2013 - March 2013
Northwestern Mutual March 2012 - July 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Word, LinkedIn, Facebook, Twitter, Microsoft Excel, QuickBooks, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Microsoft Word, Account Reconciliation, US GAAP, Finance, Accounting
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Taxation
Fordham University, Gabelli School of Business 2010 — 2013
Bachelor of Applied Science, Public Accountancy
Santa Barbara City College 2007 — 2009
Reid McDuff Reid McDuff's Clearwater Capital Partners Experience June 2014 - August 2014
Job Real Estate Analyst Intern at Clearwater Capital Partners
Industry
Experience
Brown University Department of Economics February 2014 - Present
ENGN0090: Management of Industrial and Nonprofit Organizations September 2013 - Present
Meiklejohn Program - Brown University August 2013 - Present
The Brown University Jabberwocks May 2013 - Present
Bridge Investment Group Partners June 2015 - August 2015
Clearwater Capital Partners June 2014 - August 2014
Skills
Leadership, Microsoft Office, Teaching, Microsoft Excel, Teamwork, Data Analysis, Microsoft Word, Research, Management, Editing
Education
Brown University 2012 — 2016
Economics
Plano Senior High School
Brown University Department of Economics February 2014 - Present
ENGN0090: Management of Industrial and Nonprofit Organizations September 2013 - Present
Meiklejohn Program - Brown University August 2013 - Present
The Brown University Jabberwocks May 2013 - Present
Bridge Investment Group Partners June 2015 - August 2015
Clearwater Capital Partners June 2014 - August 2014
Skills
Leadership, Microsoft Office, Teaching, Microsoft Excel, Teamwork, Data Analysis, Microsoft Word, Research, Management, Editing
Education
Brown University 2012 — 2016
Economics
Plano Senior High School
Mari Joller Mari Joller's Clearwater Capital Partners Experience June 2004 - August 2004
Job Stealth Startup Founder
Industry Information Technology and Services
Experience
Samsung Accelerator April 2015 - Present
SNAZZ June 2013 - Present
Nokia January 2010 - February 2013
Nokia January 2009 - December 2009
Virgin Mobile USA August 2007 - December 2008
Virgin Mobile USA November 2006 - August 2007
Virgin Mobile USA September 2005 - November 2006
Clearwater Capital Partners June 2004 - August 2004
Kaiser Associates September 2002 - June 2003
Kaiser Associates July 1999 - August 2002
Skills
Mobile Devices, Go-to-market Strategy, Product Management, Strategic Partnerships, Strategy, Cross-functional Team..., Start-ups, Business Strategy, Business Development, Product Development, Location Based Services, Entrepreneurship, Innovation, Leadership, Mentoring, Mobile Technology, Mobile Communications, Product Marketing, Mobile Commerce, Mobile Advertising, Mobile Applications
Education
Harvard Business School 2003 — 2005
MBA, Enterpreneurship, General Management
Middlebury College 1995 — 1999
B.A., International Politics & Economics, Chinese
Samsung Accelerator April 2015 - Present
SNAZZ June 2013 - Present
Nokia January 2010 - February 2013
Nokia January 2009 - December 2009
Virgin Mobile USA August 2007 - December 2008
Virgin Mobile USA November 2006 - August 2007
Virgin Mobile USA September 2005 - November 2006
Clearwater Capital Partners June 2004 - August 2004
Kaiser Associates September 2002 - June 2003
Kaiser Associates July 1999 - August 2002
Skills
Mobile Devices, Go-to-market Strategy, Product Management, Strategic Partnerships, Strategy, Cross-functional Team..., Start-ups, Business Strategy, Business Development, Product Development, Location Based Services, Entrepreneurship, Innovation, Leadership, Mentoring, Mobile Technology, Mobile Communications, Product Marketing, Mobile Commerce, Mobile Advertising, Mobile Applications
Education
Harvard Business School 2003 — 2005
MBA, Enterpreneurship, General Management
Middlebury College 1995 — 1999
B.A., International Politics & Economics, Chinese
Josh Elkin's Clearwater Capital Partners Experience March 2008 - May 2011
Job Helping furniture & manufacturing companies increase revenues and bring in more leads upliftpartners.com
Industry Marketing and Advertising
Experience
www.upliftpartners.com January 2014 - Present
Kellogg School of Management March 2013 - December 2013
Kellogg School of Management August 2011 - June 2013
AdRoll.com June 2012 - August 2012
Clearwater Capital Partners March 2008 - May 2011
Ernst & Young June 2005 - March 2008
Skills
Digital Marketing, Entrepreneurship, Financial Modeling, Business Development, Strategy, Private Equity, Marketing Strategy, Financial Analysis, Product Management, Start-ups, Mergers & Acquisitions, Investments, Corporate Finance, Valuation, Investment Banking, Competitive Analysis, Software Project..., Ruby on Rails, Web Development
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Entrepreneurship, Marketing
The Starter League (ex - Code Academy) 2012 — 2012
Web Development
Washington University in St. Louis 2001 — 2005
B.A., Economics
www.upliftpartners.com January 2014 - Present
Kellogg School of Management March 2013 - December 2013
Kellogg School of Management August 2011 - June 2013
AdRoll.com June 2012 - August 2012
Clearwater Capital Partners March 2008 - May 2011
Ernst & Young June 2005 - March 2008
Skills
Digital Marketing, Entrepreneurship, Financial Modeling, Business Development, Strategy, Private Equity, Marketing Strategy, Financial Analysis, Product Management, Start-ups, Mergers & Acquisitions, Investments, Corporate Finance, Valuation, Investment Banking, Competitive Analysis, Software Project..., Ruby on Rails, Web Development
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Entrepreneurship, Marketing
The Starter League (ex - Code Academy) 2012 — 2012
Web Development
Washington University in St. Louis 2001 — 2005
B.A., Economics
Pam Tantitham Pam Tantitham's Clearwater Capital Partners Experience June 2012 - August 2012
Job MBA Candidate at Kellogg School of Management, Class of 2013
Industry Investment Management
Experience
Pacific Eagle Asset Management 2013 - 2014
Pacific Eagle Asset Management 2013 - 2014
Clearwater Capital Partners June 2012 - August 2012
Apollo Global Management LLC May 2011 - July 2011
Temasek Holdings August 2008 - May 2011
Citi July 2006 - August 2008
Skills
Investments, Hedge Funds, Asset Management, Asset Allocation, Emerging Markets, Private Equity, M&A execution, Corporate Finance, Investment Banking, Financial Institutions, Supply Chain Management, Operations Management, Pricing Strategy, Negotiation
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA)
University of Pennsylvania 2003 — 2006
B.S., Finance and Accounting
Pacific Eagle Asset Management 2013 - 2014
Pacific Eagle Asset Management 2013 - 2014
Clearwater Capital Partners June 2012 - August 2012
Apollo Global Management LLC May 2011 - July 2011
Temasek Holdings August 2008 - May 2011
Citi July 2006 - August 2008
Skills
Investments, Hedge Funds, Asset Management, Asset Allocation, Emerging Markets, Private Equity, M&A execution, Corporate Finance, Investment Banking, Financial Institutions, Supply Chain Management, Operations Management, Pricing Strategy, Negotiation
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA)
University of Pennsylvania 2003 — 2006
B.S., Finance and Accounting
Sally Jules's Clearwater Capital Partners Experience October 2006 - March 2015
Job Executive Assistant at Two Sigma
Industry Financial Services
Experience
Two Sigma March 2015 - Present
Clearwater Capital Partners October 2006 - March 2015
Integrated Finance Limited 2002 - 2006
Violy Byorum and Partners (VBP) 2001 - 2002
Speath Design 1998 - 2001
York Theater 1993 - 1998
Skills
Office Management, Microsoft Office, Management, Administrative..., Event Planning, Executive Level..., Marketing, Public Relations, Outlook, Microsoft Excel, Concur, Strategic Planning, PowerPoint, Customer Service, Social Media, Social Networking, Executive..., Leadership, Spanish, Graphic Design, Private Equity, Hedge Funds, Bilingual, Notary Public
Education
New York University 1993 — 1996
Master of Fine Arts (MFA), Scenic design and painting
Bennington College 1989 — 1993
BA, Set Design
American School Foundation, Mexico City 1975 — 1989
High School
Two Sigma March 2015 - Present
Clearwater Capital Partners October 2006 - March 2015
Integrated Finance Limited 2002 - 2006
Violy Byorum and Partners (VBP) 2001 - 2002
Speath Design 1998 - 2001
York Theater 1993 - 1998
Skills
Office Management, Microsoft Office, Management, Administrative..., Event Planning, Executive Level..., Marketing, Public Relations, Outlook, Microsoft Excel, Concur, Strategic Planning, PowerPoint, Customer Service, Social Media, Social Networking, Executive..., Leadership, Spanish, Graphic Design, Private Equity, Hedge Funds, Bilingual, Notary Public
Education
New York University 1993 — 1996
Master of Fine Arts (MFA), Scenic design and painting
Bennington College 1989 — 1993
BA, Set Design
American School Foundation, Mexico City 1975 — 1989
High School
Tom Cordisco Tom Cordisco's Clearwater Capital Partners Experience 2012 - August 2015
Job Director, Investor Relations at Clearwater Capital Partners
Industry Investment Banking
Experience
Clearwater Capital Partners 2012 - August 2015
Mercury Capital Advisors 2009 - 2012
Merrill Lynch 2004 - 2009
JPMorgan Chase & Co. 1999 - 2002
Peregrine Securities 1996 - 1998
Lehman Brothers 1987 - 1996
Salomon Brothers 1982 - 1987
Skills
Alternative Investments..., Credit, Capital Markets, Investor Relations, New Business Development, Private Equity, Real Estate
Education
Fordham University
BA, Communications
Clearwater Capital Partners 2012 - August 2015
Mercury Capital Advisors 2009 - 2012
Merrill Lynch 2004 - 2009
JPMorgan Chase & Co. 1999 - 2002
Peregrine Securities 1996 - 1998
Lehman Brothers 1987 - 1996
Salomon Brothers 1982 - 1987
Skills
Alternative Investments..., Credit, Capital Markets, Investor Relations, New Business Development, Private Equity, Real Estate
Education
Fordham University
BA, Communications
Sofya Alterman's Clearwater Capital Partners Experience February 2015 - Present
Job Senior Vice President at Clearwater Capital Partners
Industry Financial Services
Experience
Clearwater Capital Partners February 2015 - Present
Clearwater Capital Partners July 2010 - Present
Skills
Private Equity, Corporate Development, Alternative Investments, Corporate Finance, Emerging Markets, Financial Modeling, Hedge Funds, Capital Markets, Valuation, Business Strategy, Due Diligence
Education
Harvard Business School 2008 — 2010
MBA Class of 2010
University of Louisville 1999 — 2003
BS
Clearwater Capital Partners February 2015 - Present
Clearwater Capital Partners July 2010 - Present
Skills
Private Equity, Corporate Development, Alternative Investments, Corporate Finance, Emerging Markets, Financial Modeling, Hedge Funds, Capital Markets, Valuation, Business Strategy, Due Diligence
Education
Harvard Business School 2008 — 2010
MBA Class of 2010
University of Louisville 1999 — 2003
BS
Fan (Fiona) Zou Fan (Fiona) Zou's Clearwater Capital Partners Experience May 2009 - August 2009
Job Vice President at HSBC
Industry Financial Services
Experience
HSBC July 2013 - Present
Morgan Stanley September 2009 - June 2013
Clearwater Capital Partners May 2009 - August 2009
Citi April 2008 - July 2008
Skills
Credit Risk, VBA, Basel II, Risk Management, SQL, Matlab, C++, SAS
Education
City University of New York-Baruch College
Master's Degree, Financial Engineering
Columbia University in the City of New York
Master's Degree, Statistics
HEC Montréal
Exchange, Business Administration
Sun Yat-Sen University
Bachelor's Degree, Finance
HSBC July 2013 - Present
Morgan Stanley September 2009 - June 2013
Clearwater Capital Partners May 2009 - August 2009
Citi April 2008 - July 2008
Skills
Credit Risk, VBA, Basel II, Risk Management, SQL, Matlab, C++, SAS
Education
City University of New York-Baruch College
Master's Degree, Financial Engineering
Columbia University in the City of New York
Master's Degree, Statistics
HEC Montréal
Exchange, Business Administration
Sun Yat-Sen University
Bachelor's Degree, Finance
Alexander Pankhurst's Clearwater Capital Partners Experience June 2015 - August 2015
Job Student at Brown University
Industry Banking
Experience
Hamilton House September 2013 - Present
Clearwater Capital Partners June 2015 - August 2015
Brown University January 2015 - May 2015
Exploration Summer Programs June 2014 - August 2014
Brown University June 2013 - August 2013
Skills
Matlab, Statistics, Stata, Microsoft Excel, Social Media
Education
Brown University 2012 — 2016
Bachelor of Arts (B.A.), Business Economics
Hamilton House September 2013 - Present
Clearwater Capital Partners June 2015 - August 2015
Brown University January 2015 - May 2015
Exploration Summer Programs June 2014 - August 2014
Brown University June 2013 - August 2013
Skills
Matlab, Statistics, Stata, Microsoft Excel, Social Media
Education
Brown University 2012 — 2016
Bachelor of Arts (B.A.), Business Economics
Andrew Jiang's Clearwater Capital Partners Experience May 2015 - July 2015
Job Student at Brown University
Industry Financial Services
Experience
Clearwater Capital Partners May 2015 - July 2015
CSC - Computer Sciences Corporation December 2014 - January 2015
Skills
Matlab, Microsoft Office, Research, Statistics, Microsoft Excel, Microsoft Word, PowerPoint, Teaching
Education
Brown University 2013 — 2017
Bachelor of Science (B.Sc.), Applied Mathematics-Economics
Thomas Jefferson High School for Science and Technology 2009 — 2013
Advanced Studies Diploma
Clearwater Capital Partners May 2015 - July 2015
CSC - Computer Sciences Corporation December 2014 - January 2015
Skills
Matlab, Microsoft Office, Research, Statistics, Microsoft Excel, Microsoft Word, PowerPoint, Teaching
Education
Brown University 2013 — 2017
Bachelor of Science (B.Sc.), Applied Mathematics-Economics
Thomas Jefferson High School for Science and Technology 2009 — 2013
Advanced Studies Diploma
Benjamin Yu's Clearwater Capital Partners Experience May 2004 - May 2005
Job Senior Director, Development & Acquisitions at Irvine Company
Industry Real Estate
Experience
Irvine Company May 2014 - Present
Caisson Capital Partners February 2013 - May 2014
Forest City Enterprises June 2006 - February 2013
ClearWater Capital Partners May 2004 - May 2005
FA Technology Ventures September 2002 - May 2004
CIBC World Markets July 1999 - August 2002
PricewaterhouseCoopers, LLC September 1997 - July 1999
Merrill Lynch 1995 - 1997
Skills
Commercial Mortgages, Real Estate, Commercial Real Estate, Consulting, Real Estate Transactions, Financial Modeling, Acquisitions, Valuation, Management, Property Management, Business Strategy, Real Estate Private..., Private Equity, Residential Homes, Investment Properties, Due Diligence
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Real Estate and Finance
University of Southern California - Marshall School of Business 1995 — 1997
BS, Finance
Alhambra High School
Alhambra High School
INSEAD
Leadership SF
Irvine Company May 2014 - Present
Caisson Capital Partners February 2013 - May 2014
Forest City Enterprises June 2006 - February 2013
ClearWater Capital Partners May 2004 - May 2005
FA Technology Ventures September 2002 - May 2004
CIBC World Markets July 1999 - August 2002
PricewaterhouseCoopers, LLC September 1997 - July 1999
Merrill Lynch 1995 - 1997
Skills
Commercial Mortgages, Real Estate, Commercial Real Estate, Consulting, Real Estate Transactions, Financial Modeling, Acquisitions, Valuation, Management, Property Management, Business Strategy, Real Estate Private..., Private Equity, Residential Homes, Investment Properties, Due Diligence
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Real Estate and Finance
University of Southern California - Marshall School of Business 1995 — 1997
BS, Finance
Alhambra High School
Alhambra High School
INSEAD
Leadership SF
Bella Gonzalez Lizarraga Bella Gonzalez Lizarraga's Clearwater Capital Partners Experience June 2013 - August 2013
Job Investment Banking Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
Jefferies LLC June 2014 - August 2014
Sponsors for Educational Opportunity March 2014 - June 2014
Galileo Entrepreneur Business School October 2013 - December 2013
Clearwater Capital Partners June 2013 - August 2013
95.5 WBRU September 2012 - May 2013
Google August 2012 - August 2012
Metryx LLC June 2012 - July 2012
Skills
Research, Financial Modeling, Fundraising, Data Analysis
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Universitat de Barcelona 2013 — 2014
Bachelor of Arts (BA), Economics
Deutsche Bank July 2015 - Present
Jefferies LLC June 2014 - August 2014
Sponsors for Educational Opportunity March 2014 - June 2014
Galileo Entrepreneur Business School October 2013 - December 2013
Clearwater Capital Partners June 2013 - August 2013
95.5 WBRU September 2012 - May 2013
Google August 2012 - August 2012
Metryx LLC June 2012 - July 2012
Skills
Research, Financial Modeling, Fundraising, Data Analysis
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Universitat de Barcelona 2013 — 2014
Bachelor of Arts (BA), Economics
Shawn Shi's Clearwater Capital Partners Experience June 2012 - May 2014
Job Summer Analyst, Emerging Market Debt at GMO
Industry Investment Management
Experience
GMO June 2015 - Present
Clearwater Capital Partners June 2012 - May 2014
Shasta Partners June 2011 - September 2011
Ministry of Commerce of China June 2008 - August 2008
Skills
Microsoft Office Suite..., VBA, Bloomberg Terminal, Capital IQ, Portfolio Management, Valuation, Investment Banking, Equity Research, Financial Modeling, Corporate Finance, Derivatives, Financial Analysis, Credit Risk, Mandarin, Investments, Risk Management, Financial Engineering, M&A experience
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Brandeis University, Lemberg - International Business School 2010 — 2012
Master, Finance and Economics
Sichuan University 2006 — 2010
B.S, Economics
GMO June 2015 - Present
Clearwater Capital Partners June 2012 - May 2014
Shasta Partners June 2011 - September 2011
Ministry of Commerce of China June 2008 - August 2008
Skills
Microsoft Office Suite..., VBA, Bloomberg Terminal, Capital IQ, Portfolio Management, Valuation, Investment Banking, Equity Research, Financial Modeling, Corporate Finance, Derivatives, Financial Analysis, Credit Risk, Mandarin, Investments, Risk Management, Financial Engineering, M&A experience
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Brandeis University, Lemberg - International Business School 2010 — 2012
Master, Finance and Economics
Sichuan University 2006 — 2010
B.S, Economics
Jennifer Irwin Jennifer Irwin's Clearwater Capital Partners Experience January 2014 - May 2014
Job Transaction Tax Intern at Ernst & Young
Industry Financial Services
Experience
EY June 2014 - Present
UBS Wealth Management September 2014 - December 2014
Clearwater Capital Partners January 2014 - May 2014
River Trading Company July 2013 - August 2013
Fordham University August 2012 - May 2013
Nyack Boat Club Junior Sailing June 2012 - August 2012
Skills
Research, Statistics, Investments, Data Analysis, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Access, Teamwork, Economics
Education
Fordham Gabelli School of Business 2015 — 2016
Master's Degree, Taxation
Fordham University 2011 — 2015
Bachelor's Degree, Accounting and Finance, 3.69
EY June 2014 - Present
UBS Wealth Management September 2014 - December 2014
Clearwater Capital Partners January 2014 - May 2014
River Trading Company July 2013 - August 2013
Fordham University August 2012 - May 2013
Nyack Boat Club Junior Sailing June 2012 - August 2012
Skills
Research, Statistics, Investments, Data Analysis, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Access, Teamwork, Economics
Education
Fordham Gabelli School of Business 2015 — 2016
Master's Degree, Taxation
Fordham University 2011 — 2015
Bachelor's Degree, Accounting and Finance, 3.69
Brant Gidwitz Brant Gidwitz's Clearwater Capital Partners Experience June 2007 - February 2008
Job Analytics / Operations / Data Science
Industry Internet
Experience
Wagon November 2014 - March 2015
Groupon August 2013 - October 2014
Self-Employed September 2012 - July 2013
Gelber Group LLC February 2010 - May 2012
R.J. O'Brien August 2009 - October 2009
Clearwater Capital Partners June 2007 - February 2008
Clearwater Capital Partners December 2005 - May 2007
Elk Mountain Ranch June 2002 - August 2002
Education
University of Chicago 2008 — 2009
Master of Science (MS), Financial Mathematics
Brown University 2001 — 2005
Bachelor of Arts (B.A.), Mathematics
Beijing Language and Culture University 2003 — 2004
Wagon November 2014 - March 2015
Groupon August 2013 - October 2014
Self-Employed September 2012 - July 2013
Gelber Group LLC February 2010 - May 2012
R.J. O'Brien August 2009 - October 2009
Clearwater Capital Partners June 2007 - February 2008
Clearwater Capital Partners December 2005 - May 2007
Elk Mountain Ranch June 2002 - August 2002
Education
University of Chicago 2008 — 2009
Master of Science (MS), Financial Mathematics
Brown University 2001 — 2005
Bachelor of Arts (B.A.), Mathematics
Beijing Language and Culture University 2003 — 2004
Hannah Valentine Hannah Valentine's Clearwater Capital Partners Experience June 2014 - May 2015
Job Incoming Assurance Intern at McGladrey
Industry Accounting
Experience
McGladrey June 2015 - August 2015
Clearwater Capital Partners June 2014 - May 2015
Georgetown Cupcake May 2012 - December 2014
KPMG UK September 2013 - December 2013
Macy's May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, English, Budgets, Facebook, Public Relations, Time Management, Leadership, Spanish, Social Networking, Social Media Marketing, Research
Education
Fordham Gabelli School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Finance
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Public Accounting
Georgetown Visitation Preparatory School 2007 — 2011
McGladrey June 2015 - August 2015
Clearwater Capital Partners June 2014 - May 2015
Georgetown Cupcake May 2012 - December 2014
KPMG UK September 2013 - December 2013
Macy's May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, English, Budgets, Facebook, Public Relations, Time Management, Leadership, Spanish, Social Networking, Social Media Marketing, Research
Education
Fordham Gabelli School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Finance
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Public Accounting
Georgetown Visitation Preparatory School 2007 — 2011
Martin Donoyan's Clearwater Capital Partners Experience May 2012 - August 2012
Job Student at Brown University
Industry
Experience
Mizuho Securities USA Inc. June 2014 - August 2014
Sumitomo Mitsui Banking Corporation June 2013 - August 2013
Clearwater Capital Partners May 2012 - August 2012
Skills
Capital IQ, Corporate Finance, Economics, Valuation, Asset Management, Bloomberg, Outstanding time..., Equity Research, Stata, Capital Markets, Hedge Funds, Private Equity
Education
Brown University 2011 — 2015
B.A., Economics
Manhasset High School 2007 — 2011
Mizuho Securities USA Inc. June 2014 - August 2014
Sumitomo Mitsui Banking Corporation June 2013 - August 2013
Clearwater Capital Partners May 2012 - August 2012
Skills
Capital IQ, Corporate Finance, Economics, Valuation, Asset Management, Bloomberg, Outstanding time..., Equity Research, Stata, Capital Markets, Hedge Funds, Private Equity
Education
Brown University 2011 — 2015
B.A., Economics
Manhasset High School 2007 — 2011
Renata Krawiec Renata Krawiec's Clearwater Capital Partners Experience October 2009 - October 2012
Job Financial Accountant at Blackrock
Industry Investment Management
Experience
BlackRock July 2012 - November 2013
Clearwater Capital Partners October 2009 - October 2012
Skills
Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Internal Controls, US GAAP, IFRS, Corporate Finance, Internal Audit, Account Reconciliation, Due Diligence, Sarbanes-Oxley Act, Bloomberg, General Ledger
Education
Baruch College 2007 — 2010
Master of Business Administration (MBA), Accounting and Finance, Overall GPA 3.6
University of Economics in Wroclaw 1995 — 1999
Master of Arts (M.A.), International Relations and Affairs, Specialty: European Integration
BlackRock July 2012 - November 2013
Clearwater Capital Partners October 2009 - October 2012
Skills
Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Internal Controls, US GAAP, IFRS, Corporate Finance, Internal Audit, Account Reconciliation, Due Diligence, Sarbanes-Oxley Act, Bloomberg, General Ledger
Education
Baruch College 2007 — 2010
Master of Business Administration (MBA), Accounting and Finance, Overall GPA 3.6
University of Economics in Wroclaw 1995 — 1999
Master of Arts (M.A.), International Relations and Affairs, Specialty: European Integration
Emily Rubenstein's Clearwater Capital Partners Experience November 2013 - Present
Job Assistant Vice President at Clearwater Capital Partners
Industry Accounting
Experience
Clearwater Capital Partners November 2013 - Present
Ernst & Young December 2011 - November 2013
J.H. Cohn LLP October 2009 - December 2011
Skills
Auditing, Internal Controls, US GAAP, GAAP, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Tax, Accounting, Financial Accounting, IFRS, Revenue Recognition, Income Tax, CPA, General Ledger, Financial Audits, External Audit, Corporate Tax, Tax Preparation, Consolidation, Financial Statements, Financial Modeling, Financial Analysis, Cash Flow, Corporate Finance
Education
Boston University 2005 — 2009
Bachelor of Science in Business Administration, Accounting and Finance
Clearwater Capital Partners November 2013 - Present
Ernst & Young December 2011 - November 2013
J.H. Cohn LLP October 2009 - December 2011
Skills
Auditing, Internal Controls, US GAAP, GAAP, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Tax, Accounting, Financial Accounting, IFRS, Revenue Recognition, Income Tax, CPA, General Ledger, Financial Audits, External Audit, Corporate Tax, Tax Preparation, Consolidation, Financial Statements, Financial Modeling, Financial Analysis, Cash Flow, Corporate Finance
Education
Boston University 2005 — 2009
Bachelor of Science in Business Administration, Accounting and Finance
Samuel Roth's Clearwater Capital Partners Experience November 2009 - December 2009
Job Business Development Manager at Stion
Industry Renewables & Environment
Experience
Stion June 2015 - Present
Stion June 2013 - May 2015
The Hackett Group June 2011 - June 2013
Emory University's Office of Sustainability Initiatives October 2010 - May 2011
GE Energy June 2010 - August 2010
Perfect Circle Renewable Energy February 2010 - June 2010
Clearwater Capital Partners November 2009 - December 2009
Rubenstein Communications June 2009 - July 2009
Metro SportsMed June 2008 - August 2008
Dial Global June 2007 - August 2007
Skills
Data Analysis, Analysis, Management Consulting, Management, Financial Analysis, Business Strategy, Solar Energy, Business Development, Strategic Partnerships, Business Process..., Cleantech, Strategy, Project Planning, Strategic Planning, Renewable Energy, CRM, PowerPoint, Excel, Research, Strategic Consulting, Finance, Forecasting, Microsoft Excel, Benchmarking, Corporate Finance, Training, Financial Modeling, Solar PV, CIGS, Business Analysis, Solar Power, Competitive Analysis, Start-ups, Sales Process, New Business Development, Project Management, Consulting, Due Diligence
Education
Ramaz
Ramaz
Emory University - Goizueta Business School 2007 — 2011
Bachelor's Degree, Finance and Management, Environmental Studies Minor
Singapore Management University 2009 — 2009
Management & Investments
Solairgen: School of Solar Technology
Solar Energy Technology
Kivunim: New Directions 2006 — 2007
Social Responsibility & World Conciousness
Stion June 2015 - Present
Stion June 2013 - May 2015
The Hackett Group June 2011 - June 2013
Emory University's Office of Sustainability Initiatives October 2010 - May 2011
GE Energy June 2010 - August 2010
Perfect Circle Renewable Energy February 2010 - June 2010
Clearwater Capital Partners November 2009 - December 2009
Rubenstein Communications June 2009 - July 2009
Metro SportsMed June 2008 - August 2008
Dial Global June 2007 - August 2007
Skills
Data Analysis, Analysis, Management Consulting, Management, Financial Analysis, Business Strategy, Solar Energy, Business Development, Strategic Partnerships, Business Process..., Cleantech, Strategy, Project Planning, Strategic Planning, Renewable Energy, CRM, PowerPoint, Excel, Research, Strategic Consulting, Finance, Forecasting, Microsoft Excel, Benchmarking, Corporate Finance, Training, Financial Modeling, Solar PV, CIGS, Business Analysis, Solar Power, Competitive Analysis, Start-ups, Sales Process, New Business Development, Project Management, Consulting, Due Diligence
Education
Ramaz
Ramaz
Emory University - Goizueta Business School 2007 — 2011
Bachelor's Degree, Finance and Management, Environmental Studies Minor
Singapore Management University 2009 — 2009
Management & Investments
Solairgen: School of Solar Technology
Solar Energy Technology
Kivunim: New Directions 2006 — 2007
Social Responsibility & World Conciousness
Claire Husson-Citanna's Clearwater Capital Partners Experience July 2005 - November 2005
Job Emerging Markets Debt Portfolio Manager
Industry Financial Services
Experience
Wellington Management June 2014 - Present
Franklin Templeton November 2005 - June 2014
Clearwater Capital Partners July 2005 - November 2005
United Nations Capital Development Fund February 2005 - May 2005
Initiative for Policy Dialogue May 2004 - September 2004
PriceWaterhouseCoopers 2000 - 2003
ESCP Europe 1996 - 2000
ESCP Europe 1996 - 2000
Credit Lyonnais January 1999 - August 1999
Skills
Emerging Markets, Valuation, Corporate Finance, Financial Modeling, Hedge Funds, Asset Managment, Private Equity, Capital Markets, Financial Markets, Equities, Due Diligence, Financial Analysis, Investments, Bloomberg, Investment Banking, Derivatives, Portfolio Management, Project Finance, Alternative Investments, Structured Products, Asset Management, Bonds
Education
CFA 2006 — 2008
CFA, CFA
Columbia University - School of International and Public Affairs 2003 — 2005
Master of Public Administration (MPA), Public Finances
HEC School of Management 1999 — 2000
Economics
ESCP Europe / ESCP-EAP 1996 — 2000
MS, Economics
Lycee Chateaubriand 1994 — 1996
Prep school to French Business Grandes Ecoles, Prep school to the French 'Grandes Ecoles' in Business
Wellington Management June 2014 - Present
Franklin Templeton November 2005 - June 2014
Clearwater Capital Partners July 2005 - November 2005
United Nations Capital Development Fund February 2005 - May 2005
Initiative for Policy Dialogue May 2004 - September 2004
PriceWaterhouseCoopers 2000 - 2003
ESCP Europe 1996 - 2000
ESCP Europe 1996 - 2000
Credit Lyonnais January 1999 - August 1999
Skills
Emerging Markets, Valuation, Corporate Finance, Financial Modeling, Hedge Funds, Asset Managment, Private Equity, Capital Markets, Financial Markets, Equities, Due Diligence, Financial Analysis, Investments, Bloomberg, Investment Banking, Derivatives, Portfolio Management, Project Finance, Alternative Investments, Structured Products, Asset Management, Bonds
Education
CFA 2006 — 2008
CFA, CFA
Columbia University - School of International and Public Affairs 2003 — 2005
Master of Public Administration (MPA), Public Finances
HEC School of Management 1999 — 2000
Economics
ESCP Europe / ESCP-EAP 1996 — 2000
MS, Economics
Lycee Chateaubriand 1994 — 1996
Prep school to French Business Grandes Ecoles, Prep school to the French 'Grandes Ecoles' in Business
Sam Keyburn's Clearwater Capital Partners Experience October 2008 - November 2008
Job Vice President at Garrison Investment Group LP
Industry Investment Management
Experience
Garrison Investment Group LP March 2010 - Present
AE Capital January 2009 - February 2010
Clearwater Capital Partners October 2008 - November 2008
Lehman Brothers July 2007 - September 2008
Skills
Valuation, Investments, Financial Modeling, Private Equity, Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2007
BBA, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2007
MPA, Accounting
Garrison Investment Group LP March 2010 - Present
AE Capital January 2009 - February 2010
Clearwater Capital Partners October 2008 - November 2008
Lehman Brothers July 2007 - September 2008
Skills
Valuation, Investments, Financial Modeling, Private Equity, Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2007
BBA, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2007
MPA, Accounting
Ewa Warkiewicz's Clearwater Capital Partners Experience January 2003 - June 2011
Job Assistant Controller at Clearwater Capital Partners
Industry Financial Services
Experience
Clearwater Capital Partners January 2003 - June 2011
Appalachian State University September 2000 - May 2002
European Union Integration Office January 1998 - March 2000
Skills
Financial Analysis, Investments, Hedge Funds, Private Equity, Alternative Investments, Asset Managment, Microsoft Excel, Microsoft Office, Corporate Finance, Financial Reporting, Process Improvement
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
Master of Science (MS), Accounting and Finance
Appalachian State University 2000 — 2002
MS, Political Science
University of Warsaw 1997 — 2000
BA, Marketing
Clearwater Capital Partners January 2003 - June 2011
Appalachian State University September 2000 - May 2002
European Union Integration Office January 1998 - March 2000
Skills
Financial Analysis, Investments, Hedge Funds, Private Equity, Alternative Investments, Asset Managment, Microsoft Excel, Microsoft Office, Corporate Finance, Financial Reporting, Process Improvement
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
Master of Science (MS), Accounting and Finance
Appalachian State University 2000 — 2002
MS, Political Science
University of Warsaw 1997 — 2000
BA, Marketing
Duan Chen's Clearwater Capital Partners Experience January 2011 - Present
Job at Clearwater Capital Partners
Industry Financial Services
Experience
Clearwater Capital Partners January 2011 - Present
Clearwater Capital Partners February 2009 - January 2011
Clearwater Capital Partners June 2007 - February 2009
USMC January 2000 - January 2008
Ace Limited September 2005 - May 2007
Skills
Financial Modeling, Private Equity, Alternative Investments, Equities, Asset Management, Hedge Funds, Investment Banking, Corporate Finance, Bloomberg, Portfolio Management, Fixed Income, Investments, Due Diligence
Education
Queens College
BA, Computer Science
Clearwater Capital Partners January 2011 - Present
Clearwater Capital Partners February 2009 - January 2011
Clearwater Capital Partners June 2007 - February 2009
USMC January 2000 - January 2008
Ace Limited September 2005 - May 2007
Skills
Financial Modeling, Private Equity, Alternative Investments, Equities, Asset Management, Hedge Funds, Investment Banking, Corporate Finance, Bloomberg, Portfolio Management, Fixed Income, Investments, Due Diligence
Education
Queens College
BA, Computer Science
Christina Chao's Clearwater Capital Partners Experience 2009 - Present
Job Senior Vice President at Clearwater Capital Partners
Industry Venture Capital & Private Equity
Experience
Clearwater Capital Partners 2009 - Present
Credit Suisse 2003 - 2009
JP Morgan 1999 - 2002
Skills
Private Equity
Education
Smith College
BA, Economics
Clearwater Capital Partners 2009 - Present
Credit Suisse 2003 - 2009
JP Morgan 1999 - 2002
Skills
Private Equity
Education
Smith College
BA, Economics
Jonathan Brauman's Clearwater Capital Partners Experience February 2015 - Present
Job Senior Vice President at Clearwater Capital Partners
Industry Financial Services
Experience
Clearwater Capital Partners February 2015 - Present
Clearwater Capital Partners July 2012 - February 2015
Goldman Sachs June 2002 - July 2012
Skills
Series 7, Fixed Income, Alternative Investments, Securities, Bonds, Valuation, Leveraged Finance, Investments, Private Equity, Portfolio Management, Financial Modeling, Equities, Hedge Funds, Capital Markets, Bloomberg
Education
NYU Stern School of Business 2007 — 2009
MBA, Finance and Management
Boston College 1997 — 2001
BS, Economics
Clearwater Capital Partners February 2015 - Present
Clearwater Capital Partners July 2012 - February 2015
Goldman Sachs June 2002 - July 2012
Skills
Series 7, Fixed Income, Alternative Investments, Securities, Bonds, Valuation, Leveraged Finance, Investments, Private Equity, Portfolio Management, Financial Modeling, Equities, Hedge Funds, Capital Markets, Bloomberg
Education
NYU Stern School of Business 2007 — 2009
MBA, Finance and Management
Boston College 1997 — 2001
BS, Economics
Lily Tu's Clearwater Capital Partners Experience March 2008 - July 2009
Job Portfolio Manager and Senior Sales Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2009 - Present
Clearwater Capital Partners March 2008 - July 2009
Goldman Sachs May 2007 - March 2008
Goldman Sachs July 2005 - May 2007
Skills
Credit Derivatives, Hedge Funds, Alternative Investments, Equities, Asset Management, Bloomberg, Private Equity, Investor Relations, Fixed Income, Investments, Portfolio Management, Financial Analysis, Due Diligence, Derivatives
Education
Rutgers University-New Brunswick 2001 — 2005
BS, Management Science and Information Systems
Morgan Stanley Wealth Management July 2009 - Present
Clearwater Capital Partners March 2008 - July 2009
Goldman Sachs May 2007 - March 2008
Goldman Sachs July 2005 - May 2007
Skills
Credit Derivatives, Hedge Funds, Alternative Investments, Equities, Asset Management, Bloomberg, Private Equity, Investor Relations, Fixed Income, Investments, Portfolio Management, Financial Analysis, Due Diligence, Derivatives
Education
Rutgers University-New Brunswick 2001 — 2005
BS, Management Science and Information Systems
Melody Ing's Clearwater Capital Partners Experience December 2009 - July 2013
Job Vice President at Hall Capital Partners
Industry Investment Management
Experience
Hall Capital Partners LLC August 2013 - Present
Clearwater Capital Partners December 2009 - July 2013
GOLDMAN, SACHS & CO April 2008 - July 2008
Goldman Sachs June 2004 - June 2007
Goldman Sachs June 2002 - June 2004
Skills
Financial Modeling, Valuation, Hedge Funds, Special Situations, Alternative Investments, Financial Analysis, Asset Managment, Private Equity, Investments, Corporate Finance, Portfolio Management, Business Valuation
Education
Harvard Business School 2007 — 2009
Masters of Business Administration
Northwestern University 1998 — 2002
Bachelor of Arts, Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
General Course, Economics and Political Science
Hall Capital Partners LLC August 2013 - Present
Clearwater Capital Partners December 2009 - July 2013
GOLDMAN, SACHS & CO April 2008 - July 2008
Goldman Sachs June 2004 - June 2007
Goldman Sachs June 2002 - June 2004
Skills
Financial Modeling, Valuation, Hedge Funds, Special Situations, Alternative Investments, Financial Analysis, Asset Managment, Private Equity, Investments, Corporate Finance, Portfolio Management, Business Valuation
Education
Harvard Business School 2007 — 2009
Masters of Business Administration
Northwestern University 1998 — 2002
Bachelor of Arts, Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
General Course, Economics and Political Science
Vladimir Susaya's Clearwater Capital Partners Experience November 2012 - August 2014
Job Graduate Student at Brandeis University
Industry Computer Software
Experience
Demandware June 2015 - August 2015
Clearwater Capital Partners November 2012 - August 2014
IKASA May 2012 - August 2012
Skills
SQL, Accounting, Python, Java, VBA, Fund Accounting, Oracle, Financial Modeling, C/C++ STL, Ruby, Ruby on Rails, Haskell
Education
Brandeis University 2014 — 2016
Master's Degree, Computer Science, 3.9
New York University 2009 — 2013
Bachelor of Science (BS), Accounting and Finance, 3.5
Demandware June 2015 - August 2015
Clearwater Capital Partners November 2012 - August 2014
IKASA May 2012 - August 2012
Skills
SQL, Accounting, Python, Java, VBA, Fund Accounting, Oracle, Financial Modeling, C/C++ STL, Ruby, Ruby on Rails, Haskell
Education
Brandeis University 2014 — 2016
Master's Degree, Computer Science, 3.9
New York University 2009 — 2013
Bachelor of Science (BS), Accounting and Finance, 3.5
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY