Columbia Capital Management, LLC
Description
Address: 405 Lexington Ave, New York, NY 10174 Phone: (212) 851-2030: : Website: : : Place name: : Category: : Website: http://www.columbia.edu/ Category: University Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?
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Columbia Capital Management, LLC Employees
Employee
Years
Job
Industry
James Prichard James Prichard's Columbia Capital Management, LLC Experience October 2012 - Present
Job Vice President at Columbia Capital Management, LLC
Industry Financial Services
Experience
Columbia Capital Management, LLC October 2012 - Present
State of Illinois December 2007 - October 2012
Skills
Bond Markets, Options, Fixed Income, Bonds, Portfolio Management, Derivatives, Finance, Economics, Investor Relations, Capital Markets, Quantitative Analytics, Budgets, Analysis, Securities, Financial Modeling, Securitization, Financial Analysis, Due Diligence, Management, Strategic Planning, Investments
Education
University of Illinois Springfield
Master of Business Administration (MBA)
Lee University
Columbia Capital Management, LLC October 2012 - Present
State of Illinois December 2007 - October 2012
Skills
Bond Markets, Options, Fixed Income, Bonds, Portfolio Management, Derivatives, Finance, Economics, Investor Relations, Capital Markets, Quantitative Analytics, Budgets, Analysis, Securities, Financial Modeling, Securitization, Financial Analysis, Due Diligence, Management, Strategic Planning, Investments
Education
University of Illinois Springfield
Master of Business Administration (MBA)
Lee University
Sean Wickliffe Sean Wickliffe's Columbia Capital Management, LLC Experience June 2011 - August 2011
Job Client Ops Associate at State Street
Industry Financial Services
Experience
State Street July 2013 - Present
Kohl's Department Stores July 2010 - June 2013
Columbia Capital Management, LLC June 2011 - August 2011
Attucks Asset Management, LLC June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Corporate Finance, Valuation, PowerPoint, Microsoft Office, Finance, Microsoft Word, Management
Education
University of Kansas 2008 — 2013
Bachelor of Science (BSB), Finance, General
State Street July 2013 - Present
Kohl's Department Stores July 2010 - June 2013
Columbia Capital Management, LLC June 2011 - August 2011
Attucks Asset Management, LLC June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Corporate Finance, Valuation, PowerPoint, Microsoft Office, Finance, Microsoft Word, Management
Education
University of Kansas 2008 — 2013
Bachelor of Science (BSB), Finance, General
Khalen Dwyer's Columbia Capital Management, LLC Experience January 2013 - Present
Job Assistant Vice President at Columbia Capital Management, LLC
Industry Financial Services
Experience
Columbia Capital Management, LLC January 2013 - Present
Columbia Capital Management, LLC January 2012 - December 2012
Columbia Capital Management, LLC June 2010 - December 2011
Skills
Financial Modeling, Financial Advisory, Financial Structuring, Bonds, Analysis
Education
Pittsburg State University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Columbia Capital Management, LLC January 2013 - Present
Columbia Capital Management, LLC January 2012 - December 2012
Columbia Capital Management, LLC June 2010 - December 2011
Skills
Financial Modeling, Financial Advisory, Financial Structuring, Bonds, Analysis
Education
Pittsburg State University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Jonathan Peine Jonathan Peine's Columbia Capital Management, LLC Experience August 2004 - July 2007
Job Institutional Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
TIAA-CREF August 2012 - April 2014
IKEA Group June 2012 - October 2012
Weber School District August 2011 - March 2012
TIAA-CREF November 2007 - June 2011
Columbia Capital Management, LLC August 2004 - July 2007
University of Utah 2000 - 2006
Skills
Series 6, Series 63, Retirement Savings, Annuity Sales, Mutual Funds, 529 Plans, Licensed to Sell..., Sales, Photography, Oil Painting, Program Management, Management, Securities
Education
Utah State University 1999 — 2003
Bachelor of Arts (B.A.), International Relations
Södertörns högskola / Södertörn University 2003 — 2003
International Exchange Program in Sweden, Courses in International Relations and Swedish.
TIAA-CREF April 2014 - Present
TIAA-CREF August 2012 - April 2014
IKEA Group June 2012 - October 2012
Weber School District August 2011 - March 2012
TIAA-CREF November 2007 - June 2011
Columbia Capital Management, LLC August 2004 - July 2007
University of Utah 2000 - 2006
Skills
Series 6, Series 63, Retirement Savings, Annuity Sales, Mutual Funds, 529 Plans, Licensed to Sell..., Sales, Photography, Oil Painting, Program Management, Management, Securities
Education
Utah State University 1999 — 2003
Bachelor of Arts (B.A.), International Relations
Södertörns högskola / Södertörn University 2003 — 2003
International Exchange Program in Sweden, Courses in International Relations and Swedish.
Esther Chang Esther Chang's Columbia Capital Management, LLC Experience July 2012 - September 2013
Job Investment Banking Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
Columbia Capital Management, LLC July 2012 - September 2013
PwC June 2011 - August 2011
Skills
Fluent in Malay, Mandarin, Cantonese, Writing, Research, Mathematics, Microsoft Excel, Microsoft Word, Insolvency, Financial Analysis, Finance, Access, Data Analysis, PowerPoint, Higher Education, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master of Science (M.S.) in Finance, Finance
Pittsburg State University 2008 — 2012
Bachelor of Business Administration, Finance, Accounting
Deutsche Bank July 2015 - Present
Columbia Capital Management, LLC July 2012 - September 2013
PwC June 2011 - August 2011
Skills
Fluent in Malay, Mandarin, Cantonese, Writing, Research, Mathematics, Microsoft Excel, Microsoft Word, Insolvency, Financial Analysis, Finance, Access, Data Analysis, PowerPoint, Higher Education, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master of Science (M.S.) in Finance, Finance
Pittsburg State University 2008 — 2012
Bachelor of Business Administration, Finance, Accounting
Chance Copeland's Columbia Capital Management, LLC Experience May 2007 - August 2007
Job Floor Manager at Oak Factory Outlet
Industry Furniture
Experience
Oak Factory Outlet December 2013 - Present
Edfinancial Services March 2012 - November 2013
Chris Phillips Landscaping and Lawncare May 2010 - February 2011
Columbia Capital Management, LLC May 2007 - August 2007
Skills
Customer Service, Sales, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Leadership, Access, Client Relations Skills, Social Networking, Event Planning, Loans, Critical Thinking, Data Entry, Typing, Retail Sales
Education
University of Tennessee-Knoxville 2008 — 2014
Pellissippi State Community College 2009 — 2013
Sociology
Oak Factory Outlet December 2013 - Present
Edfinancial Services March 2012 - November 2013
Chris Phillips Landscaping and Lawncare May 2010 - February 2011
Columbia Capital Management, LLC May 2007 - August 2007
Skills
Customer Service, Sales, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Leadership, Access, Client Relations Skills, Social Networking, Event Planning, Loans, Critical Thinking, Data Entry, Typing, Retail Sales
Education
University of Tennessee-Knoxville 2008 — 2014
Pellissippi State Community College 2009 — 2013
Sociology
Anneliese Lapham Anneliese Lapham's Columbia Capital Management, LLC Experience 2002 - 2006
Job Writing/Research, Artist, Equine Transformation Specialist
Industry Writing and Editing
Experience
Sadachbia Star Enterprises, LLC October 2011 - Present
International Health Alliance, Inc.~w/ Dr. Jill Perline 2010 - 2011
Columbia Capital Management, LLC 2002 - 2006
Janus Capital Group 1999 - 2002
Skills
Writer, Artist, Horseback Riding, Storytelling, Oils, Equestrian, Creative Writing, Proofreading, Copy Editing, Photography, Research, Horses, Drawing, Ornaments
Education
University of Denver - Daniels College of Business 1992 — 2007
BA, MPS, BA: Cultural and Critical Studies, Art; MPS: Applied Comm. w/emphasis in Mktg and PR
University of Denver
B.A, Cultural; Critical Studies, Studio Art; sciences
Douglas County High School 1989 — 1991
University of Denver
M.P.S, Applied Communication; Marketing and Public Relations
Sadachbia Star Enterprises, LLC October 2011 - Present
International Health Alliance, Inc.~w/ Dr. Jill Perline 2010 - 2011
Columbia Capital Management, LLC 2002 - 2006
Janus Capital Group 1999 - 2002
Skills
Writer, Artist, Horseback Riding, Storytelling, Oils, Equestrian, Creative Writing, Proofreading, Copy Editing, Photography, Research, Horses, Drawing, Ornaments
Education
University of Denver - Daniels College of Business 1992 — 2007
BA, MPS, BA: Cultural and Critical Studies, Art; MPS: Applied Comm. w/emphasis in Mktg and PR
University of Denver
B.A, Cultural; Critical Studies, Studio Art; sciences
Douglas County High School 1989 — 1991
University of Denver
M.P.S, Applied Communication; Marketing and Public Relations
Adam Pope Adam Pope's Columbia Capital Management, LLC Experience October 2013 - Present
Job Senior Analyst at Columbia Capital Management, LLC
Industry Research
Experience
Columbia Capital Management, LLC October 2013 - Present
Federal Reserve Bank of Kansas City July 2007 - September 2013
PERC May 2006 - July 2006
Skills
Economic Research, Econometrics, Stata, Economics, Economic Policy, Public Speaking, Quantitative Analytics
Education
Clemson University 2005 — 2007
MA, Economics
Clemson University 2002 — 2005
BS, Economics
Columbia Capital Management, LLC October 2013 - Present
Federal Reserve Bank of Kansas City July 2007 - September 2013
PERC May 2006 - July 2006
Skills
Economic Research, Econometrics, Stata, Economics, Economic Policy, Public Speaking, Quantitative Analytics
Education
Clemson University 2005 — 2007
MA, Economics
Clemson University 2002 — 2005
BS, Economics
Kelsi Spurgeon Kelsi Spurgeon's Columbia Capital Management, LLC Experience March 2004 - Present
Job Principal
Industry Financial Services
Experience
Columbia Capital Management, LLC March 2004 - Present
Skills
Fixed Income, Budgets, Policy, Bonds, Public Finance, Finance, Financial Analysis, Financial Modeling, Asset Management, Investments
Education
The University of Kansas
Graduate Economics
The University of South Dakota
Economics
Columbia Capital Management, LLC March 2004 - Present
Skills
Fixed Income, Budgets, Policy, Bonds, Public Finance, Finance, Financial Analysis, Financial Modeling, Asset Management, Investments
Education
The University of Kansas
Graduate Economics
The University of South Dakota
Economics
Randy McPhail's Columbia Capital Management, LLC Experience October 2000 - January 2010
Job Senior Vice President, National Sales Team, Institutional Asset Management at UMB Bank
Industry Financial Services
Experience
UMB Bank April 2013 - Present
UMB Bank, n.a. February 2010 - April 2013
Columbia Capital Management, LLC October 2000 - January 2010
UMB Bank August 1996 - October 2000
Boatmen's Trust Company September 1991 - August 1996
Education
Canon Financial Institute 1993 — 1998
Corporate Trust I, II and III
The University of Kansas 1986 — 1990
Bachelor of Arts, Human Resources and Communications
UMB Bank April 2013 - Present
UMB Bank, n.a. February 2010 - April 2013
Columbia Capital Management, LLC October 2000 - January 2010
UMB Bank August 1996 - October 2000
Boatmen's Trust Company September 1991 - August 1996
Education
Canon Financial Institute 1993 — 1998
Corporate Trust I, II and III
The University of Kansas 1986 — 1990
Bachelor of Arts, Human Resources and Communications
Cortney Boor's Columbia Capital Management, LLC Experience 2010 - 2012
Job Manager, Attorney Analytics & Rewards at Littler Mendelson
Industry Financial Services
Experience
Littler Mendelson July 2015 - Present
YRC Worldwide, Inc. September 2012 - July 2015
Columbia Capital Management, LLC 2010 - 2012
Gilmore & Bell, P.C. 2002 - 2009
Skills
Financial Modeling, Bloomberg, Valuation, Securities, Investments, Fixed Income, Financial Analysis, Equities, Bonds, Bloomberg Terminal, Asset Management
Education
Webster University 2004 — 2006
MBA, MBA
Kansas State University 1999 — 2002
BS, Finance
Littler Mendelson July 2015 - Present
YRC Worldwide, Inc. September 2012 - July 2015
Columbia Capital Management, LLC 2010 - 2012
Gilmore & Bell, P.C. 2002 - 2009
Skills
Financial Modeling, Bloomberg, Valuation, Securities, Investments, Fixed Income, Financial Analysis, Equities, Bonds, Bloomberg Terminal, Asset Management
Education
Webster University 2004 — 2006
MBA, MBA
Kansas State University 1999 — 2002
BS, Finance
Adam Pischel's Columbia Capital Management, LLC Experience April 2006 - March 2007
Job Portfolio Analyst
Industry Investment Management
Experience
Standish Mellon Asset Management January 2015 - Present
BNY Mellon January 2014 - January 2015
Loomis, Sayles & Co March 2010 - January 2014
Columbia Management November 2008 - March 2010
Columbia Management April 2007 - October 2008
Columbia Capital Management, LLC April 2006 - March 2007
Graybar Electric CO June 2005 - April 2006
Merrill Lynch May 2004 - August 2004
Skills
Fixed Income, Securities, Investments, FX, Equities, FX Options, Portfolio Management, Trading, Bloomberg, Derivatives, Finance, Investment Management
Education
Boston College 2009 — 2011
MS, Finance
Queens University of Charlotte 2002 — 2005
Bachelor of Arts, Business; Corporate Communications
Standish Mellon Asset Management January 2015 - Present
BNY Mellon January 2014 - January 2015
Loomis, Sayles & Co March 2010 - January 2014
Columbia Management November 2008 - March 2010
Columbia Management April 2007 - October 2008
Columbia Capital Management, LLC April 2006 - March 2007
Graybar Electric CO June 2005 - April 2006
Merrill Lynch May 2004 - August 2004
Skills
Fixed Income, Securities, Investments, FX, Equities, FX Options, Portfolio Management, Trading, Bloomberg, Derivatives, Finance, Investment Management
Education
Boston College 2009 — 2011
MS, Finance
Queens University of Charlotte 2002 — 2005
Bachelor of Arts, Business; Corporate Communications
Tom McManus's Columbia Capital Management, LLC Experience January 2008 - May 2010
Job senior vice president at Atlantic Asset Management
Industry Marketing and Advertising
Experience
ATLANTIC ASSET MANAGEMENT LLC May 2010 - Present
Columbia Capital Management, LLC January 2008 - May 2010
ATLANTIC ASSET MANAGEMENT LLC January 2003 - January 2008
UBS Securities Inc. 1994 - December 1996
Skills
Asset Managment, Fixed Income, Financial Services, Equities, Investments, Alternative Investments, Asset Allocation, Portfolio Management, Hedge Funds, Capital Markets, Bonds, Bloomberg, Investment Strategies, Financial Modeling, Series 7, Financial Analysis, Investment Advisory, Mutual Funds, Emerging Markets, Trading, Series 63, Asset Management, Private Equity, Securities, Valuation, Investment Management, Fund Of Funds, Investor Relations
Education
St John's University, Queens NY 1972 — 1973
MBA, Finance
St. Francis College 1964 — 1970
BBA, Management
ATLANTIC ASSET MANAGEMENT LLC May 2010 - Present
Columbia Capital Management, LLC January 2008 - May 2010
ATLANTIC ASSET MANAGEMENT LLC January 2003 - January 2008
UBS Securities Inc. 1994 - December 1996
Skills
Asset Managment, Fixed Income, Financial Services, Equities, Investments, Alternative Investments, Asset Allocation, Portfolio Management, Hedge Funds, Capital Markets, Bonds, Bloomberg, Investment Strategies, Financial Modeling, Series 7, Financial Analysis, Investment Advisory, Mutual Funds, Emerging Markets, Trading, Series 63, Asset Management, Private Equity, Securities, Valuation, Investment Management, Fund Of Funds, Investor Relations
Education
St John's University, Queens NY 1972 — 1973
MBA, Finance
St. Francis College 1964 — 1970
BBA, Management
Stacey Walter's Columbia Capital Management, LLC Experience February 2014 - Present
Job Office Manager at Columbia Capital Management, LLC
Industry Financial Services
Experience
Columbia Capital Management, LLC February 2014 - Present
RUMBLE cosmetics May 2013 - November 2014
Payless ShoeSource April 2006 - May 2008
Associated Wholesale Grocers March 2001 - April 2006
Skills
Customer Service, Microsoft Excel, Strategic Planning, Microsoft Word, Microsoft Office, Inventory Management, Budgets, Team Building, Leadership Development, Coaching, Accounts Receivable, Retail, Employee Relations, Forecasting, Team Leadership, Operations Management, Vendor Management, Contract Negotiation
Education
Park University 1998 — 1999
MBA
University of Central Missouri 1992 — 1994
BS, Psychology
Columbia Capital Management, LLC February 2014 - Present
RUMBLE cosmetics May 2013 - November 2014
Payless ShoeSource April 2006 - May 2008
Associated Wholesale Grocers March 2001 - April 2006
Skills
Customer Service, Microsoft Excel, Strategic Planning, Microsoft Word, Microsoft Office, Inventory Management, Budgets, Team Building, Leadership Development, Coaching, Accounts Receivable, Retail, Employee Relations, Forecasting, Team Leadership, Operations Management, Vendor Management, Contract Negotiation
Education
Park University 1998 — 1999
MBA
University of Central Missouri 1992 — 1994
BS, Psychology
Bart Hellwig's Columbia Capital Management, LLC Experience June 2003 - March 2008
Job Financials analyst at Bank of America
Industry Financial Services
Experience
Bank of America March 2008 - Present
Columbia Capital Management, LLC June 2003 - March 2008
State Street Global Advisors February 1997 - June 2003
Skills
Bloomberg, Financial Modeling, Credit Analysis, Valuation, Fixed Income
Education
Wake Forest University 1990 — 1992
MBA
Drew University 1983 — 1987
Bachelor of Arts, Political Science
Bank of America March 2008 - Present
Columbia Capital Management, LLC June 2003 - March 2008
State Street Global Advisors February 1997 - June 2003
Skills
Bloomberg, Financial Modeling, Credit Analysis, Valuation, Fixed Income
Education
Wake Forest University 1990 — 1992
MBA
Drew University 1983 — 1987
Bachelor of Arts, Political Science
Robert Marvin's Columbia Capital Management, LLC Experience July 1998 - June 2002
Job Partner at Hood River Capital Management
Industry Investment Management
Experience
Hood River Capital Management February 2013 - Present
Roxbury Capital Management June 2002 - February 2013
Columbia Capital Management, LLC July 1998 - June 2002
Skills
Investments
Education
UCLA Anderson School of Management 1988 — 1990
MBA, Finance
UC Berkeley 1984 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Hood River Capital Management February 2013 - Present
Roxbury Capital Management June 2002 - February 2013
Columbia Capital Management, LLC July 1998 - June 2002
Skills
Investments
Education
UCLA Anderson School of Management 1988 — 1990
MBA, Finance
UC Berkeley 1984 — 1986
Bachelor of Science (BS), Business Administration and Management, General