Colonial Consulting LLC

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Colonial Consulting LLC Employees

Employee
Years
Job
Industry
Jennifer Moy Jennifer Moy Greater Los Angeles Area Details
Jennifer Moy's Colonial Consulting LLC Experience December 2006 - November 2008
Job Creative
Industry Design
Experience
Walt Disney Parks and Resorts Online  May 2014 - Present
R&R Partners  June 2012 - May 2014
Freelance  March 2012 - July 2012
Deutsch  June 2010 - March 2012
The Morgan Library & Museum  October 2007 - June 2010
ForbesLife Magazine   January 2010 - April 2010
MD70   July 2009 - August 2009
Dollars & Sense Magazine   October 2008 - May 2009
Colonial Consulting LLC   December 2006 - November 2008
Wamu  July 2004 - July 2006

Skills
Adobe Creative Suite, Art Direction, Typography, Graphic Design, Logo Design, Advertising, Interactive Advertising, Illustration, Photography, Branding & Identity, Brand Development, Art, Corporate Identity, Layout, Interaction Design

Education
Baruch College, City University of New York (CUNY)   2006 — 2010
BA, Graphic Communication

Paulette O. Parr Paulette O. Parr San Francisco Bay Area Details
Paulette O. Parr's Colonial Consulting LLC Experience June 2009 - July 2012
Job Executive Assistant at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray  May 2013 - May 2015
Elizabeth Arden  December 2012 - April 2013
Colonial Consulting LLC   June 2009 - July 2012
Sony Music Entertainment  October 2008 - June 2009
AICP - Association of Independent Commercial Producers   1999 - 2007

Skills
Research, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Editing, Social Media Marketing, Microsoft Word, Non-profits, Fundraising, Event Management, Event Planning, Project Management, Strategic Planning, Social Networking, Financial Analysis, Outlook, Data Analysis, Management, Customer Service

Education
Metropolitan College of New York   2005 — 2008
Bachelor of Business Administration (B.B.S.), Business Administration, Management and Operations

Alfrey Nunez Alfrey Nunez Greater New York City Area Details
Alfrey Nunez's Colonial Consulting LLC Experience June 2011 - Present
Job Data Control Assistant
Industry Investment Management
Experience
Colonial Consulting LLC   June 2011 - Present

Skills
Microsoft Excel, Microsoft Word, Outlook, Bloomberg Terminal, Asset Managment, Windows 7, Hedge Funds

Education
Miami Dade College   2006 — 2009
Associate of Arts (AA), Creative Writing

Rita Benkirane Rita Benkirane Greater New York City Area Details
Rita Benkirane's Colonial Consulting LLC Experience July 2014 - Present
Job Portfolio Analyst at Colonial Consulting
Industry Financial Services
Experience
Colonial Consulting LLC   July 2014 - Present
Morgan Stanley Wealth Management  September 2012 - July 2014
InfraCo Management Services Ltd   July 2012 - August 2012
Central Bank of Morocco   June 2009 - July 2009

Skills
Economics, Econometrics, Eviews, International Economics, Statistics, Monetary Policy, Investments, Banking, Corporate Finance, Financial Modeling, VBA, Venture Capital, Fixed Income, Bloomberg

Education
George Mason University   2008 — 2011
Bachelor of Science, Economics

Lycée Lyautey   2001 — 2008
Economic and Social Sciences

Adam Lebovitz Adam Lebovitz New Canaan, Connecticut Details
Adam Lebovitz's Colonial Consulting LLC Experience July 2013 - August 2013
Job Broad Green Pictures
Industry
Experience
Broad Green  September 2015 - Present
Dechert LLP  October 2014 - August 2015
Colonial Consulting LLC   July 2013 - August 2013

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Analysis, Sports, Economics, Research, Management, Marketing, Valuation

Education
Columbia University in the City of New York   2015 — 2016
Master's Degree, Sports Management

Princeton University   2010 — 2014
Politics, Certificate in American Studies

Tuck School of Business at Dartmouth   2013 — 2013
Tuck Business Bridge Program

Phillips Exeter Academy   2006 — 2010

Kyle Marmelstein Kyle Marmelstein Greater New York City Area Details
Kyle Marmelstein's Colonial Consulting LLC Experience November 2014 - Present
Job Equity Research at Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC   November 2014 - Present
Mercer Investment Consulting  November 2011 - November 2014
Mercer Investment Consulting  July 2011 - November 2011
Evaluation Associates  June 2008 - June 2011

Skills
Equity Research, Quantitative Research, Equities, Quantitative Finance, Investments, Investment Strategies, Asset Allocation, Bloomberg, Performance Management, Index Funds, Securities Lending, Transition Management

Education
Union College   2004 — 2008
B.A., Managerial Economics

Union College   2004 — 2008
Bachelor of Arts (B.A.), Managerial Economics

David Acampora, CFA, CAIA David Acampora, CFA, CAIA Greater New York City Area Details
David Acampora, CFA, CAIA's Colonial Consulting LLC Experience August 1997 - May 2003
Job Managing Director, Consultant Relations at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management  December 2008 - Present
Commonfund  June 2007 - December 2008
Shenkman Capital Management  May 2003 - March 2007
Colonial Consulting LLC   August 1997 - May 2003
CIGNA Retirement and Investment Services  November 1996 - August 1997

Skills
Fixed Income, Alternative Investments, Hedge Funds, Institutional..., Investment Management, Mutual Funds, Equities, Investment Strategies, Asset Management, Asset Allocation, Asset Managment

Education
University of Connecticut   1988 — 1992
Bachelor of Science (B.S.), Finance, Magna Cum Laude

Toar Mewengkang Toar Mewengkang Rego Park, New York Details
Toar Mewengkang's Colonial Consulting LLC Experience October 2013 - Present
Job Portfolio Analyst at Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC   October 2013 - Present
Neuberger Berman  February 2011 - October 2013
General Motors Asset Management  2008 - 2011
Lehman Brothers  2006 - 2008
UBS  2004 - 2006

Skills
Performance Measurement, Client Reporting, Return on Investment..., Portfolio Assessment, Quality Assurance, Investment Management, Data Warehousing, Interpersonal..., Training, Asset Managment, User Acceptance Testing

Education
Hofstra University School of Law   2007 — 2012
Doctor of Law (J.D.), Law

State University of New York at Albany   1998 — 2002
Bachelor's degree, Finance and Marketing

Margot Dempsey Margot Dempsey New York, New York Details
Margot Dempsey's Colonial Consulting LLC Experience September 2009 - October 2010
Job Account Supervisor Food, Wine & Spirits at Susan Magrino Agency
Industry Public Relations and Communications
Experience
Susan Magrino Agency  April 2015 - Present
Colangelo & Partners Public Relations  September 2014 - April 2015
Colangelo & Partners Public Relations  December 2013 - August 2014
Colangelo & Partners Public Relations  December 2012 - November 2013
Gabriella Fine Wines   August 2012 - December 2012
Dealogic  October 2010 - June 2012
Colonial Consulting LLC   September 2009 - October 2010
Palisades Hudson Financial Group   June 2008 - September 2009

Skills
Project Management, Client Liaison, Relationship Management, Marketing Strategy, Business Strategy, Market Research, Financial Analysis, Strategic Planning, Microsoft Excel, Twitter, Social Media, Wine, Social Media Marketing, Wine Marketing, Press Releases, Media Relations, Email Marketing, Event Planning, Public Relations, Investments, Sales, Program Management, Marketing Communications, Event Management, Integrated Marketing, Digital Marketing, Marketing, Online Advertising, Facebook, Competitive Analysis

Education
Georgetown University - The McDonough School of Business   2004 — 2008
B.S., Finance

Alberto Almonte Alberto Almonte Greater New York City Area Details
Alberto Almonte's Colonial Consulting LLC Experience May 2011 - June 2012
Job AVP Applications Developer at Citi
Industry Financial Services
Experience
Citi  September 2013 - Present
Citi  July 2012 - September 2013
Stevens Institute of Technology  January 2012 - June 2012
Colonial Consulting LLC   May 2011 - June 2012
The Burgiss Group  May 2009 - December 2010
Lehman Brothers  August 2008 - December 2008

Skills
Visual Studio, C#, ASP.NET, Microsoft SQL Server, SQL, C++, Java, Windows, Programming, Windows Server, JavaScript, Visual Basic, PHP, OS X, SharePoint, HTML, Windows XP, Windows 7, ASP.NET MVC, Eclipse, VMware, Matlab, Networking, CSS, Windows Vista, Windows 8, Microsoft Visual Studio, Microsoft Team..., Microsoft SharePoint, Microsoft Office, RedGate, SQL Server Management..., .NET, AJAX, HTML 5, CSS3, JBoss Application Server, Tortoise SVN, Git, VBScript, XAML, Databases

Education
Stevens Institute of Technology   2010 — 2012
Master of Science (M.S.), Computer Science, 3.301

Stevens Institute of Technology   2007 — 2012
Bachelor of Engineering (B.E.), Computer Engineering, 3.787

Union Hill High School   2003 — 2007
High School Diploma

Syvonne Richardson Syvonne Richardson Greater New York City Area Details
Syvonne Richardson's Colonial Consulting LLC Experience June 2014 - Present
Job Client Service Associate/Colonial Consulting, LLC
Industry Financial Services
Experience
Colonial Consulting LLC   June 2014 - Present
International Fund Services (Ireland) Ltd, A State Street Company   June 2012 - June 2014
Citco Fund Services  January 2010 - May 2012
HSBC Bank NA  March 2008 - April 2009
HSBC  March 2005 - March 2008

Skills
Hedge Funds, Investor Relations, Private Equity, Asset Managment, Fund Administration, Microsoft Excel, Microsoft Office, Volunteering, Mentoring, Asset Management, Securities, Finance, Fund Of Funds, Bloomberg, Event Management, Equities, Fixed Income, Financial Services, Investments

Education
Walden University   2013 — 2015
Master of Science (M.S.), Higher Education/Higher Education Administration

Delaware State University   1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government

Gabrielle Duque Gabrielle Duque Greater New York City Area Details
Gabrielle Duque's Colonial Consulting LLC Experience July 2011 - Present
Job Portfolio Analyst at Colonial Consulting LLC
Industry Information Services
Experience
Colonial Consulting LLC   July 2011 - Present
Informa Investment Solutions  January 2011 - July 2011
Informa Investment Solutions  April 2007 - July 2011

Skills
Performance Reporting, Asset Allocation, Portfolio Management, Investments, Financial Analysis, Hedge Funds, Data Analysis, Financial Modeling, Alternative Investments, Asset Managment, Performance Measurement, Equities, Microsoft Excel, Performance Analysis, Financial Reporting, Wealth Management, Process Improvement, Mutual Funds, Fund Of Funds, Private Equity, Equity Research, Asset Management

Education
Fordham University - Graduate School of Business Administration   2010 — 2014
MBA, Finance

Manhattanville College   2003 — 2006
Bachelor of Arts, Double Major in Finance and Psychology

Tom Bockhorst Tom Bockhorst Greater Boston Area Details
Tom Bockhorst's Colonial Consulting LLC Experience October 2010 - Present
Job General Counsel and Senior Research Advisor, Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC   October 2010 - Present
Law Office of Thomas A. Bockhorst   March 2010 - September 2010
Welch's  2005 - February 2010
Welch's  2000 - 2005
Prince Lobel Tye LLP  1995 - 2000
Testa, Hurwitz & Thibeault   1993 - 1995
Deloitte  1985 - 1990
Jesuit Volunteer Corps  1987 - 1988

Skills
Investment Advisory..., Employment Law, Trademarks, Civil Litigation, Corporate Law, Hedge Funds, Due Diligence, Private Equity, Financial Analysis, Hedging, Strategic Financial..., Venture Capital, Finance, Investments, Strategy, Cross-functional Team..., Mediation, Management, Analysis, Intellectual Property, Litigation, Risk Management, Mutual Funds, Leadership, Alternative Investments, Trade Secrets

Education
University of Cincinnati College of Law   1990 — 1993
J.D.

New York University - Leonard N. Stern School of Business   1985 — 1987
M.S., Accounting

Princeton University   1981 — 1985
A.B., Economics

Andrew Dalecki Andrew Dalecki Greater New York City Area Details
Andrew Dalecki's Colonial Consulting LLC Experience November 2012 - Present
Job Accountant at Colonial Consulting LLC
Industry Accounting
Experience
Colonial Consulting LLC   November 2012 - Present
PricewaterhouseCoopers, LLP  October 2010 - October 2012
BDO Seidman LLP  October 2007 - April 2010
BDO Seidman LLP  May 2006 - August 2006
Memorial Sloan Kettering Cancer Center  May 2004 - August 2004
Memorial Sloan Kettering Cancer Center  May 2004 - August 2004

Skills
Auditing, Internal Controls, GAAP, Accounting, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, QuickBooks, Microsoft Excel, SEC filings, Financial Audits, Internal Audit, Assurance, Finance, Accounts Payable, Financial Statements

Education
Syracuse University - Martin J. Whitman School of Management   2004 — 2007
BS of Science, Accounting, Finance

Suffield Academy   1999 — 2003

Elvis Santana Elvis Santana Greater New York City Area Details
Elvis Santana's Colonial Consulting LLC Experience June 2013 - July 2013
Job Lead Facilitator
Industry Nonprofit Organization Management
Experience
Children's Aid Society  May 2014 - Present
Community Action Agency of New Haven  January 2015 - May 2015
City University of New York  June 2012 - August 2014
Colonial Consulting LLC   June 2013 - July 2013
Children's Aid Society  May 2013 - May 2013
Children's Aid Society  November 2012 - November 2012
Congressman Charlie B. Rangel   June 2012 - August 2012
New York University  March 2011 - December 2011
HBO  July 2011 - September 2011

Skills
Microsoft Word, Microsoft Excel, Microsoft Exchange, Communication, Critical Thinking, Management, Bilingual-English/Spanis..., PowerPoint, Public Speaking, Spanish, Human Resources, Event Planning, Social Networking, Time Management, Teamwork, OS X, Training, Microsoft Office, Outlook, Student Engagement

Education
Albertus Magnus College   2011 — 2015
Psychology, Organizational Psychology, 3.1

Universität Salzburg   2014 — 2014
Bachelor's degree, Organizational Psychology

Fannie Lou Hamer Freedom High School

Fannie Lou Hamer Freedom High School

Aidyn Urena Aidyn Urena Greater New York City Area Details
Aidyn Urena's Colonial Consulting LLC Experience January 2015 - Present
Job Human Resources Coordinator at Colonial Consulting LLC
Industry Higher Education
Experience
Colonial Consulting LLC   January 2015 - Present
Colonial Consulting LLC   September 2012 - December 2014
Wells Fargo  January 2011 - September 2012
ABI Marketing Public Relations  May 2010 - December 2010
Connecticut College  January 2010 - May 2010

Skills
Social Media, Research, Spanish, Economics, Event Planning, Media Relations, PowerPoint, Public Relations, Non-profits, Microsoft Office, Editing, International Relations, Social Media Marketing, Econometrics, Community Outreach, Fundraising, Data Analysis, Nonprofits, Program Management

Education
Connecticut College   2006 — 2010
Bachelor Degree, Economics

Brett Herskowitz Brett Herskowitz Tappan, New York Details
Brett Herskowitz's Colonial Consulting LLC Experience January 2015 - May 2015
Job Marketing Coordinator at Jimcor Agencies
Industry Insurance
Experience
Jimcor Agencies  June 2015 - Present
Colonial Consulting LLC   January 2015 - May 2015
GOP  November 2014 - December 2014
Republican Party of Pennsylvania  June 2014 - November 2014
McLaughlin & Associates  May 2013 - August 2013
Gate Hill Day Camp  June 2011 - August 2012

Skills
Political Science, Communication Skills, American History, Interpersonal Skill, Social Media, Public Speaking, Time Management, Community Outreach, Event Planning, Canvassing, Political Campaigns, Organizational..., Communication

Education
University of Delaware   2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government and History

Tappan Zee High School

Kate Dolan Kate Dolan Brooklyn, New York Details
Kate Dolan's Colonial Consulting LLC Experience April 2014 - June 2014
Job Technical Writer at Tapad
Industry Writing and Editing
Experience
Tapad  June 2015 - Present
Elite Daily  March 2014 - August 2015
Vitech Systems Group  December 2014 - June 2015
Fathom Communications  October 2014 - December 2014
Quirky Inc  June 2014 - August 2014
Colonial Consulting LLC   April 2014 - June 2014
BidNet  August 2012 - March 2014
Chequed.com  October 2013 - January 2014

Skills
Report Writing, Technical Writing, Editing, Data Entry, Databases, Social Media, Editorial, Academic Writing, Empirical Research, Database Scripting, Customer Service, Creative Writing, Social Research, Prezi, Employee Training, Data Mining, Data Collection, Survey Research, Online Research, Statistics, Government, SPSS, Quantitative Research, Qualitative Research, Stata, Research, Online Marketing, Social Media Marketing, Social Media Strategist, Copywriting, Microsoft Office, Writing, Public Speaking, Advertising, Blogging, Publishing, Facebook, Microsoft Word, WordPress, Proofreading

Education
University at Albany   2006 — 2011
Bachelor of Arts (BA), Sociology

Bronxville High School

Andres Fortuna Andres Fortuna Washington D.C. Metro Area Details
Andres Fortuna's Colonial Consulting LLC Experience June 2014 - June 2015
Job Security Engineer at SAIC
Industry Computer & Network Security
Experience
SAIC  June 2015 - Present
Colonial Consulting LLC   June 2014 - June 2015
Colonial Consulting LLC   November 2011 - June 2014
Instituto Tecnologico de Santo Domingo (INTEC)   July 2010 - October 2011
Instituto Tecnologico de Santo Domingo (INTEC)   January 2011 - September 2011
University of Puerto Rico  September 2005 - August 2008

Skills
Information Security, System Administration, Certificate Authority, ITIL, Network Security, Group Policy, VMware, Networking, Databases, Windows, Security, Windows Server, Microsoft SQL Server, Java, Windows 7, Linux, Visio, MS Project, Active Directory, IT Service Management, Disaster Recovery, Microsoft Office, Technical Support, COBIT, PKI, Microsoft Project, Servers, Information Technology, C#, WSUS, C++, Windows XP Professional, Inventory Management, Data Collection, Data Analysis, Reporting & Analysis, PMBOK, Mac OS X, Requirements Gathering, Cost Analysis, DHCP, IIS, NAP, NPS, DNS, Microsoft Cluster, Distributed File Systems, Firewalls, Symantec Antivirus, RSA SecurID

Education
Instituto Tecnológico de Santo Domingo   2008 — 2011
B.E.

Universidad de Puerto Rico   2005 — 2008
B.Sc.

Jennifer G. Almodovar Jennifer G. Almodovar New York, New York Details
Jennifer G. Almodovar's Colonial Consulting LLC Experience November 2004 - February 2007
Job Senior Accountant at International Council of Shopping Centers
Industry Nonprofit Organization Management
Experience
International Council of Shopping Centers  February 2010 - Present
International Council of Shopping Centers  February 2007 - February 2010
Colonial Consulting LLC   November 2004 - February 2007

Skills
Accounting, Financial Analysis, QuickBooks, Great Plains Software, GAAP, Financial Accounting, Fixed Assets, Microsoft Excel, Nonprofits, Accruals, Financial Statements, Account Reconciliation, General Ledger, SAP, Microsoft Dynamics, iMIS, Accounts Receivable, Financial Audits, International Accounting, Budget Monitoring, Budget Forecasts, Journal Entries, Microsoft Office, Ad-hoc reporting, Financial Reporting, Commission, Cash Flow, Audit Reports, Advertising Revenue, Pivot Tables, V Lookups, Canadian Tax, Salesforce, Quickbooks Pro, Admate, Variance Reports, Foreign Exchange, Multi-currency..., Lockbox, 501c3, External Audit, Software Integration, Debt Collection, Microsoft Dynamics GP

Education
Pace University - Lubin School of Business   2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance

Patricia Wortham Patricia Wortham Greater New York City Area Details
Patricia Wortham's Colonial Consulting LLC Experience October 2008 - Present
Job Director of Human Resources at Colonial Consulting, LLC
Industry Investment Management
Experience
Colonial Consulting LLC   October 2008 - Present

Skills
Employee Relations, Human Resources, HRIS, Onboarding, Talent Acquisition, Deferred Compensation, Personnel Management, Leadership, Recruiting, Talent Management, Performance Management, Payroll, Employee Benefits, Employee Training, Hiring, Performance Appraisal, SharePoint..., Management, Training, Leadership Development, Employee Engagement

Education
Saint John's University - Peter J. Tobin College of Business
BS, Management

Baruch College, City University of New York (CUNY)   2015 — 2015
SHRM Learning System for SHRM-CP/SHRM-SCP

Linked University   2015 — 2015

Jeff Teper Jeff Teper Greater Seattle Area Details
Jeff Teper's Colonial Consulting LLC Experience 1986 - 1991
Job Corporate Vice President OneDrive & SharePoint at Microsoft
Industry Computer Software
Experience
Microsoft  2015 - Present
Microsoft  2014 - 2015
Microsoft  2012 - 2014
Microsoft  2000 - 2012
Microsoft  1995 - 1999
Microsoft  1992 - 1995
Colonial Consulting LLC   1986 - 1991

Skills
SharePoint, Office 365, SaaS, Servers, Cloud Computing, Product Management, Go-to-market Strategy, Enterprise Software, Microsoft Exchange, Software Development, Mobile Devices, Solution Architecture

Education
Harvard Business School   1988 — 1990
MBA

New York University   1982 — 1986
Bachelor of Science (B.S.), Double Major: Computer Applications and Information Systems + Finance, Valedictorian, Summa Cum Laude

Jim Russo Jim Russo Greater New York City Area Details
Jim Russo's Colonial Consulting LLC Experience August 2009 - Present
Job Managing Director at Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC   August 2009 - Present
AllianceBernstein  February 2006 - April 2009
J.P. Morgan Private Bank   June 2003 - February 2006
JPMorgan Chase  March 1996 - May 2003
JPMorgan Chase  December 1994 - March 1996
Dreyfus  April 1987 - December 1994

Skills
Equities, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Fixed Income, Investments, Asset Allocation, Equity Research, CRM, Emerging Markets, Financial Services, Investment Management, Wealth Management

Education
New York University - Leonard N. Stern School of Business   1990 — 1994
MBA, Finance

Hofstra University   1984 — 1987
BBA, Finance

Kalina Nunez Kalina Nunez New York, New York Details
Kalina Nunez's Colonial Consulting LLC Experience June 2013 - December 2013
Job Administrative Assistant at Colonial Consulting, LLC
Industry Financial Services
Experience
HealthPass  December 2013 - Present
Colonial Consulting LLC   June 2013 - December 2013
Discount Surgical Stockings   2011 - 2013
Applebee's  August 2010 - January 2012

Skills
Time Management, Employee Training, Customer Service, Accounts Receivable, Accounting, Employee Benefits, Interviews, New Hire Orientations, Event Planning, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership

Education
City University of New York-Herbert H. Lehman College   2007 — 2014
Bachelor of Business Administration (BBA), Human Resources Management and Services

Talent Unlimited High School   2003 — 2007
High School DIploma, Dance

Vanessa Liscio Vanessa Liscio Greater New York City Area Details
Vanessa Liscio's Colonial Consulting LLC Experience January 2006 - Present
Job Director of Client Services at Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC   January 2006 - Present

Skills
Alternative Investments, Hedge Funds, Equities, Bloomberg, Investments, Asset Allocation, Asset Managment, Fund Of Funds, Mutual Funds, Fixed Income, Leadership, Maintaining Strong..., Asset Management, Team Management

Education
Pace University - Lubin School of Business   2002 — 2005

University of South Carolina-Columbia   2001 — 2002

Diego Miller Diego Miller Raleigh-Durham, North Carolina Area Details
Diego Miller's Colonial Consulting LLC Experience June 2015 - Present
Job Intern at Colonial Consulting LLC
Industry Environmental Services
Experience
Colonial Consulting LLC   June 2015 - Present

Skills
Public Speaking, Research, Microsoft Office, Leadership, Fundraising, Nonprofits, Spanish, Curriculum Development, Higher Education

Education
University of North Carolina at Chapel Hill   2014 — 2018
Bachelor’s Degree, Environmental Science

Rutgers Preparatory School   2005 — 2014
High School

Carmen Valerio Carmen Valerio Greater New York City Area Details
Carmen Valerio's Colonial Consulting LLC Experience May 2001 - Present
Job Senior Performance Analyst at Colonial Consulting LLC
Industry Investment Management
Experience
Colonial Consulting LLC   May 2001 - Present
Morgan Stanley Investment Management  January 1991 - May 2001
Prudential Financial  January 1991 - May 1995

Skills
Asset Allocation, Asset Management, Equity Research, Investment Management, Investments, Financial Modeling, Portfolio Management, Securities, Valuation, Capital Markets, Financial Services, Financial Analysis, Microsoft Excel, Wealth Management

Education
Baruch College   1985 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General

Salvatore LaSpisa Salvatore LaSpisa Greater New York City Area Details
Salvatore LaSpisa's Colonial Consulting LLC Experience November 2001 - Present
Job Managing Director at Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC   November 2001 - Present
Morgan Stanley  December 1998 - November 2001
Fiduciary Trust Company  June 1997 - December 1998

Skills
Asset Allocation, Alternative Investments, Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Management, Securities, Financial Modeling, Financial Analysis

Education
LIU Post   2005 — 2007
MBA, Finance

St. John's University, The Peter J. Tobin College of Business   1993 — 1997
B.S., Finance

Brian F. Crawford, CFA Brian F. Crawford, CFA Greater New York City Area Details
Brian F. Crawford, CFA's Colonial Consulting LLC Experience April 2005 - Present
Job Partner and Senior Consultant at Colonial Consulting LLC
Industry Investment Management
Experience
Colonial Consulting LLC   April 2005 - Present
Colonial Consulting LLC   January 2013 - Present
Banc of America Investments  2002 - 2005
Asset Consulting Group  2001 - 2002
Arthur Andersen LLP  May 1997 - April 2001
Price Waterhouse Coopers  1996 - 1997

Skills
Asset Managment, Securities, Research, Bloomberg, Wealth Management, Financial Modeling, Equity Research, Investment Advisory, Capital Markets, Asset Management, Mergers & Acquisitions, Real Estate, Financial Analysis, Venture Capital, Valuation, Banking, Investment Management, Mutual Funds, Series 24, Investment Banking, Financial Structuring, Wealth Management..., Financial Markets, Finance, Emerging Markets, Corporate Finance, Pensions, Institutional..., Risk Management, Separately Managed..., Bonds, ETFs, Series 7, Structured Finance, 401k, Series 63, Strategic Financial..., Team Leadership, Investor Relations, Financial Advisory, Unified Managed Accounts, Structured Products, Trading, Performance Attribution

Education
Boston University
Masters, Finance

Gregory Karam Gregory Karam Greater New York City Area Details
Gregory Karam's Colonial Consulting LLC Experience March 2013 - Present
Job Portfolio Analyst at Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC   March 2013 - Present
Morgan Stanley Wealth Management  September 2011 - March 2013
Morgan Stanley Smith Barney  November 2010 - September 2011
Morgan Stanley Smith Barney  August 2007 - November 2010
Northeast Securities  July 2006 - July 2007

Skills
Fixed Income, Hedge Funds, Securities, Alternative Investments, Equities

Education
University of Maryland College Park   2002 — 2006
Bachelor's degree, Economics

Donald Russell Donald Russell Greater New York City Area Details
Donald Russell's Colonial Consulting LLC Experience February 2009 - September 2011
Job Business Analyst Investment Compliance Consultant
Industry Investment Management
Experience
Deutsche Bank  April 2015 - Present
Colonial Consulting LLC   February 2009 - September 2011
Focus Investment Group   December 2005 - September 2008

Skills
Financial Modeling, Bloomberg, Asset Management, Portfolio Management, Analysis, Finance, Microsoft Office, Valuation, Management, Investments, Equities, Accounting, Excel, MPI, PerTrac, Style Advisor, Business Analysis, Regulatory Compliance, Alternative Investments, Hedge Funds, Business Strategy, MS-DOS

Education
Hobart and William Smith Colleges   1994 — 1998
Bachelor of Arts (BA), Economics

Nicola da Roza, CFA Nicola da Roza, CFA Cincinnati Area Details
Nicola da Roza, CFA's Colonial Consulting LLC Experience March 2011 - December 2012
Job Investment professional
Industry Financial Services
Experience
Fund Evaluation Group, LLC  September 2015 - Present
Fund Evaluation Group, LLC  May 2014 - Present
Permanens Capital  December 2012 - Present
Colonial Consulting LLC   March 2011 - December 2012
Pitney Bowes  May 2009 - August 2009
Sidoti & Co.   2006 - 2008
Morgan Stanley Investment Management  2004 - 2006
John Hancock  2002 - 2004

Skills
Asset Allocation, Investments, Portfolio Management

Education
Cornell University - S.C. Johnson Graduate School of Management   2008 — 2010
MBA

Tufts University   1998 — 2002
BA, Int'l Relations, Economics

Steve Merz Steve Merz Greater Atlanta Area Details
Steve Merz's Colonial Consulting LLC Experience October 2013 - Present
Job Consultant at Colonial Consulting LLC
Industry Investment Management
Experience
Colonial Consulting LLC   October 2013 - Present

Education
Emory University - Goizueta Business School   1979 — 1981
MBA, Finance and Investments

Kent State University   1968 — 1972
BBA, Accounting

Peter Mitsos, CFA Peter Mitsos, CFA New York, New York Details
Peter Mitsos, CFA's Colonial Consulting LLC Experience June 2013 - Present
Job Senior Research Analyst at Colonial Consulting LLC
Industry Investment Management
Experience
Colonial Consulting LLC   June 2013 - Present
Cambridge Associates  July 2010 - June 2013
Cambridge Associates  December 2008 - July 2010
Cambridge Associates  November 2007 - December 2008

Skills
Financial Modeling, Investments, Bloomberg, Hedge Funds, Research, Equities, Equity Research, Microsoft Excel

Education
University of Richmond   2002 — 2006
BSBA, Finance, Marketing

University of Richmond - Robins School of Business   2002 — 2006
BSBA, Finance, Marketing

Eric Krusiewicz, CFA Eric Krusiewicz, CFA Greater New York City Area Details
Eric Krusiewicz, CFA's Colonial Consulting LLC Experience April 2010 - September 2012
Job
Industry Investment Banking
Experience
Independent Consultant  October 2012 - Present
Colonial Consulting LLC   April 2010 - September 2012
Knight Capital Partners  May 2009 - April 2010
Bear Stearns  July 2006 - March 2009
Madison Harbor Capital   November 2004 - July 2006

Skills
Due Diligence, Private Equity, Fundraising, Alternative Investments, Credit, Investment Banking, Financial Modeling, Venture Capital, Real Estate, Buyouts, Mezzanine, LBO, Research, Energy, Origination, Investments, Fund Of Funds, Investor Relations, Asset Allocation, Hedge Funds, Valuation, Mutual Funds, Equities, Asset Management, Investment Management, Finance, Portfolio Management

Education
Providence College
Bachelor’s Degree, Finance

Regina Cho Regina Cho Greater New York City Area Details
Regina Cho's Colonial Consulting LLC Experience May 2011 - Present
Job
Industry Investment Management
Experience
Colonial Consulting LLC   May 2011 - Present
MWW Group  September 2010 - April 2011
Deerfield Management  April 2009 - June 2010
Gerson Lehrman Group  December 2006 - March 2009
National Institute of Neurological Disorders and Stroke (NINDS)   2005 - 2006

Skills
Research, Investments, Alternative Investments, Healthcare, Equity Research, Hedge Funds, Fund Of Funds, Market Research, Qualitative Research, Due Diligence, Data Analysis, Investment Research, Lifesciences, Financial Analysis, Financial Modeling, Strategic Planning, Project Management, Biotechnology

Education
The George Washington University   2003 — 2006
Biology

Mika Mukawa Mika Mukawa New York, New York Details
Mika Mukawa's Colonial Consulting LLC Experience June 2014 - Present
Job Operational Due Diligence Analyst at Colonial Consulting LLC
Industry Investment Management
Experience
Colonial Consulting LLC   June 2014 - Present
NLI International Inc. (Nippon Life Insurance Co.)   April 2007 - June 2014
NLI International Inc. (Nippon Life Insurance Co.)   March 2005 - February 2007
Mitsui & Co., Ltd.   June 2004 - February 2005

Skills
Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Asset Management, Finance, Research, Japanese, Valuation, Investments, Private Equity, Investment Management, Due Diligence, Operational Due..., Investment Strategies, Risk Management, Fund Of Funds, Regulatory Compliance, Trade Compliance, Compliance Management, Operational Risk..., Risk Analysis

Education
Waseda University   1989 — 1994
BA, Writing

Seton Hall University School of Law
MSJ in Financial Services Compliance

Amita Schultes, Ph.D. Amita Schultes, Ph.D. Greater New York City Area Details
Amita Schultes, Ph.D.'s Colonial Consulting LLC Experience 2002 - Present
Job Managing Director, Senior Consultant at Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC   2002 - Present
Ibbotson Associates  2000 - 2002
Ibbotson Associates  2000 - 2002
Smith Barney  1996 - 2000

Education
Walden University   2005 — 2011
Ph.D., Finance/Applied Management and Decision Sciences

University of Illinois at Chicago   1998 — 2000
MA, Economics

Illinois Institute of Technology   1996 — 1998
MS, Financial Markets and Trading

University of Illinois at Chicago   1992 — 1996
BA, Economics

Whitney (Morrison) Saunders Whitney (Morrison) Saunders Columbia, South Carolina Details
Whitney (Morrison) Saunders's Colonial Consulting LLC Experience July 1998 - December 2005
Job Graduate Student, Speech Pathology
Industry Hospital & Health Care
Experience
Rain Tree Capital Management Pte. Ltd   May 2010 - June 2011
New Amsterdam Partners  February 2006 - September 2007
Colonial Consulting LLC   July 1998 - December 2005
Wachovia Bank, Charitable Funds Management   February 1997 - June 1998

Education
Trinity College-Hartford   1990 — 1994
BA

Beth Heath, CFA, CAIA Beth Heath, CFA, CAIA Greater New York City Area Details
Beth Heath, CFA, CAIA's Colonial Consulting LLC Experience 2011 - Present
Job Director of Hedge Fund Research at Colonial Consulting LLC
Industry Investment Management
Experience
Colonial Consulting LLC   2011 - Present
Sandell Asset Management  2005 - 2010
BNP Paribas  2004 - 2005
Ivy Asset Management  1998 - 2004
Maritime Overseas Corp   1993 - 1998
Granite Holdings, a CBS financial subsidiary   1991 - 1993

Skills
Hedge Funds, Alternative Investments, Investments, Asset Managment, Due Diligence, Equities, Portfolio Management, Capital Markets, Risk Management, Securities, Credit, Fixed Income, Private Equity, Trading, Investment Banking, Bloomberg, Mergers & Acquisitions, High Yield, Bonds, Strategic Planning, Financial Markets, Finance, Financial Analysis, Fund Of Funds, Mutual Funds

Education
Hofstra University   1994 — 1997
MBA, Finance

University of Rochester   1987 — 1991
B.A., Economics

Raymond Vena Raymond Vena Greater New York City Area Details
Raymond Vena's Colonial Consulting LLC Experience April 1995 - Present
Job Director Performance & Reporting at Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC   April 1995 - Present
The Bank of New York  1992 - 1994

Skills
Hedge Funds, Equities, Alternative Investments, Asset Allocation, Performance Attribution, Mutual Funds, Fund Of Funds, Private Equity, Performance Measurement, Fixed Income, Investment Performance, Client Service Oriented, Separately Managed...

Education
New Jersey City University   1989 — 1992
BS, Finance

Stephane Ligonde Stephane Ligonde Greater New York City Area Details
Stephane Ligonde's Colonial Consulting LLC Experience January 2015 - Present
Job Business Intelligence & Innovation at Colonial Consulting LLC
Industry Investment Management
Experience
Colonial Consulting LLC   January 2015 - Present
Colonial Consulting LLC   January 2010 - December 2014
Colonial Consulting LLC   January 2005 - December 2010
Colonial Consulting LLC   June 2004 - December 2004

Education
Pace University - Lubin School of Business
Bachelor’s Degree, Finance, General, 3.5

Daniel Jean-Baptiste Daniel Jean-Baptiste Greater New York City Area Details
Daniel Jean-Baptiste's Colonial Consulting LLC Experience November 2010 - Present
Job Client Service Supervisor at Colonial Consulting LLC
Industry Investment Management
Experience
Colonial Consulting LLC   November 2010 - Present
Colonial Consulting LLC   June 2009 - November 2010

Skills
Asset Allocation, Alternative Investments, Equities, Hedge Funds, Fixed Income, Bloomberg, Asset Management, Investments, Fund Of Funds, Portfolio Management, Bloomberg Terminal, Private Equity, Mutual Funds, Leadership Development, Project Management

Education
Pace University - Lubin School of Business   2006 — 2010
Bachelor of Business Administration, Finance and Economics

Matt Van Kirk Matt Van Kirk Greater New York City Area Details
Matt Van Kirk's Colonial Consulting LLC Experience April 1996 - Present
Job Managing Director, Director of NonUS Equities
Industry Investment Management
Experience
Colonial Consulting LLC   April 1996 - Present

Skills
Asset Management, Alternative Investments, Equities, Asset Allocation, Hedge Funds, Investments

Education
Rutgers, The State University of New Jersey-Newark   1992 — 1993
MBA, Accounting

Rutgers University-New Brunswick   1988 — 1992
BA, Economics

Jonathan Goldberg, CFA Jonathan Goldberg, CFA Greater New York City Area Details
Jonathan Goldberg, CFA's Colonial Consulting LLC Experience November 2005 - Present
Job Managing Director, Director of U.S. Equities Research at Colonial Consulting LLC
Industry Investment Management
Experience
Colonial Consulting LLC   November 2005 - Present
Bank of America  November 2003 - October 2005

Skills
Due Diligence, Investments, Equities, Investment Management, Private Equity, Alternative Investments

Education
New York University - Leonard N. Stern School of Business   2006 — 2009
MBA, Finance

Binghamton University - School of Management   1999 — 2003
BS, Finance

Ariella Cohen Ariella Cohen Greater New York City Area Details
Ariella Cohen's Colonial Consulting LLC Experience January 2011 - May 2011
Job
Industry Environmental Services
Experience
New York State Energy Research and Development Authority  June 2011 - Present
Colonial Consulting LLC   January 2011 - May 2011
Marine Biological Laboratory  June 2010 - August 2010
U.S. Environmental Protection Agency   May 2009 - August 2009
MIT Sloan School of Management  May 2008 - August 2008

Skills
Environmental Policy, Sustainability, Research, Environmental Awareness, Non-profits, Energy

Education
Connecticut College
BA, Environmental Studies

Dwayne Gaddy Dwayne Gaddy Greater New York City Area Details
Dwayne Gaddy's Colonial Consulting LLC Experience May 2011 - Present
Job
Industry Financial Services
Experience
Colonial Consulting LLC   May 2011 - Present

Skills
Microsoft SQL Server, SQL, C#, Databases, ASP.NET, VB.NET, Software Development, Windows 7, Windows Vista, Windows Server, Visual Basic 5.0/6.0, WCF Services, Enterprise Libraries, Microsoft SQL Server..., Visual Basic .Net, Visual Basic, Database Design, Web Applications, Visual Studio, Web Services, Access, .NET, WCF, IIS, Web Development, SSIS, Technical Support, Information Technology, Enterprise Software, SDLC, T-SQL, Visio, HTML, System Deployment, SharePoint Server, SharePoint..., SharePoint

Education
State University of New York College at Geneseo   1996 — 2000
BA, Computer Science

Christian Galanti, CFA Christian Galanti, CFA New York, New York Details
Christian Galanti, CFA's Colonial Consulting LLC Experience August 2008 - February 2013
Job Analyst Paragon Outcomes
Industry Investment Management
Experience
Paragon Outcomes   March 2013 - Present
Colonial Consulting LLC   August 2008 - February 2013
Informa Investment Solutions  May 2007 - August 2008

Education
Towson University   2003 — 2007
Bachelor of Arts, Finance

David Bluestein David Bluestein Waban, Massachusetts Details
David Bluestein's Colonial Consulting LLC Experience December 2014 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Colonial Consulting LLC   December 2014 - Present
Self-Employed  January 2011 - December 2013
Nyes Ledge Capital Management, LLC   2005 - 2010
Cambridge Associates  February 2003 - November 2005
Cambridge Associates  February 2001 - January 2003
Morgan Stanley  June 1994 - May 1998

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1998 — 2000
Master of Business Administration (MBA)

State University of New York at Binghamton   1990 — 1994
Bachelor of Science (BS), Finance, General