Compass Analytics, LLC

Industry: Software company

Description

Founded: 2003 Subsidiary: Compass Analytics, Llc, Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportCompass Analytics, LLCWebsiteDirections Saved (0) Saved Save Financial planner in New York City, New York Address: 370 Lexington Ave #407, New York, NY 10017 Hours: Closed ⋅ Opens 8AM Tue Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (646) 798-8675: : : Category: : : Place name: Website: : Website: http://www.compass-analytics.com/ Category: Financial Planner 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. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Compass Analytics, LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Compass Analytics, LLC Employees

Employee
Years
Job
Industry
Jordan Lopez Jordan Lopez Rancho Santa Margarita, California Details
Jordan Lopez's Compass Analytics, LLC Experience April 2015 - Present
Job Junior Pricing Analyst
Industry Financial Services
Experience
Compass Analytics, LLC   April 2015 - Present
Dolinka Group, LLC  August 2014 - January 2015
Westcap Corp   February 2014 - June 2014
Raymond James Financial Inc.  July 2013 - September 2013

Skills
Communication, Customer Service, Microsoft Office, Writing, Financial Analysis, Risk Assessment

Education
University of California, Irvine   2012 — 2014
Bachelor's degree, Business Administration

Chris Laughlin Chris Laughlin Washington D.C. Metro Area Details
Chris Laughlin's Compass Analytics, LLC Experience August 2011 - April 2013
Job Director of Secondary Marketing at Apex Home Loans, Inc.
Industry Capital Markets
Experience
Apex Home Loans, Inc.   July 2013 - Present
Compass Analytics, LLC   August 2011 - April 2013
PricewaterhouseCoopers LLP  February 2010 - August 2011
US Treasury  March 2009 - June 2009
Freddie Mac  November 2000 - February 2009
Wells Fargo Home Mortgage, Inc.   January 1998 - November 2000
KPMG LLP  December 1996 - January 1998

Skills
MBS, Finance, Structured Finance, Capital Markets, Fixed Income, Investment Banking, Risk Management, Asset Management, Credit Risk, Financial Risk, Credit, Derivatives, Valuation, Securitization, Loans, Portfolio Management, Financial Structuring, Securities, Trading, Banking, Hedging, Mortgage Lending, Funding, Bonds, Bloomberg, Structured Products

Education
Connecticut College   1990 — 1994
Bachelor of Arts (B.A.)

University of London   1992 — 1992

Taft School   1987 — 1990

Chris Kennedy Chris Kennedy Greater Philadelphia Area Details
Chris Kennedy's Compass Analytics, LLC Experience September 2008 - August 2010
Job Managing Director at MountainView Capital Holdings
Industry Information Technology and Services
Experience
MountainView Capital Holdings  November 2013 - Present
Equifax  August 2010 - May 2013
Compass Analytics, LLC   September 2008 - August 2010
RMIC  November 2005 - September 2008
Tuttle Risk Management Services  2000 - 2005
GE Capital Mortgage Services, Inc. (GECMSI)   November 1998 - January 2000
Alex. Brown & Sons, Inc.   January 1993 - June 1996

Skills
Credit, Capital Markets, Mortgage Lending, Financial Risk, Negotiation, Contract Negotiation, Portfolio Management, Risk Management, Credit Risk, Underwriting, Credit Analysis, Financial Analysis, Mortgage Banking, Interest Rate Risk..., Structured Finance, Relationship Management, Banking, Financial Services, New Business Development, Valuation, Finance, Business Strategy, Business Development, Management, Residential Mortgages, Executive Management, Sales Management, CRM, Analytics, Salesforce.com, Series 7, Cash Management, Financial Markets, Securities, Consulting, Mortgage Servicing, Trading, Loan Servicing, Fixed Income, Analysis, Strategic Planning, Business Process..., Derivatives, Business Relationship..., Solution Selling, Insurance, Investments, Pricing, Investment Banking, Sales

Education
Harvard Law School   2007 — 2007
Professional training, Program on Negotiation, Completed December 2007

Drexel University - Lebow School of Business   1996 — 1998
MBA, Finance & International Economics

Syracuse University   1987 — 1991
AB, Political Science-major; Economics & Marketing-minors

St. Joseph's Prepatory   1984 — 1987
high school, college prepatory school

Vimi Vasudeva Vimi Vasudeva San Francisco, California Details
Vimi Vasudeva's Compass Analytics, LLC Experience February 2004 - Present
Job Managing Director at Compass Analytics, LLC
Industry Financial Services
Experience
Compass Analytics, LLC   February 2004 - Present
MIAC  August 2003 - January 2004

Skills
Financial Modeling and..., Account and..., Business Development, Microsoft SQL Server, Risk Management, Capital Markets, Loans, Portfolio Management, Valuation, Mortgage Lending, Options, Credit, Mortgage Banking, Structured Finance, Management

Education
University of San Francisco   1999 — 2003
Bachelor of Science (BS), Business Administration, Finance

Neal C. Norman Neal C. Norman Washington D.C. Metro Area Details
Neal C. Norman's Compass Analytics, LLC Experience September 2015 - Present
Job Project management and financial services
Industry Financial Services
Experience
Compass Analytics, LLC   September 2015 - Present
Navigant  June 2014 - July 2015
SAGE Publications  April 2014 - June 2014
George Mason Mortgage  January 2013 - February 2014
Center on National Security at Fordham Law  February 2012 - September 2012
Austrian Cultural Forum   April 2011 - September 2011

Skills
Legal Research, Qualitative Research, German, Microsoft Excel, Historical Research, Finance, Research, Management, Microsoft Office, German Language, PowerPoint, Computer Proficiency, Network Administration, Statistical Modeling, Encompass, Secondary Market, Analysis, Event Planning, Data Analysis, SharePoint, Management Consulting, Financial Services, Mortgage Banking, Banking, Public Relations, Writing, Technical Writing, Creative Writing, Leadership, Consulting, Market Research, Editing, Change Management, Project Management

Education
Fordham University   2008 — 2012
Bachelor of Arts (BA), History, Political Science

Samuel John Thielen Samuel John Thielen Denver, Colorado Details
Samuel John Thielen's Compass Analytics, LLC Experience June 2014 - August 2015
Job Secondary Analyst at Optimal Blue Secondary Services
Industry Financial Services
Experience
Optimal Blue Secondary Services  September 2015 - Present
Compass Analytics, LLC   June 2014 - August 2015
Valdes & Moreno Investment Bank   January 2014 - May 2014
Evis Thrive   May 2012 - August 2012
Startup Weekend  May 2012 - May 2012
North American Savings Bank  May 2008 - August 2008
North American Savings Bank  May 2006 - August 2006

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Venture Capital, Microsoft Office, Research, Criminal Law, Negotiation, Stata, Logistic Regression, tobit regression, Probit, ARMA, arch/garch, garch model, Close Attention to..., Mergers & Acquisitions, Private Equity, Angel Investing, Value Investing, Impact Investing, Derivatives, Microsoft SQL Server, VBA, Batch Programming

Education
Henry W. Bloch School of Management   2012 — 2013
Masters of Science in Finance, Financial Analyst Track, 4.0

University of Missouri-Kansas City   2009 — 2011
Bachelor of Science (BS), Criminal Justice, 3.47

Lee's Summit North High School   2003 — 2007

Hannah Kravis Hannah Kravis New York, New York Details
Hannah Kravis's Compass Analytics, LLC Experience November 2014 - Present
Job Junior Hedge Manager at Compass Analytics, LLC
Industry Financial Services
Experience
Compass Analytics, LLC   November 2014 - Present
IBM  August 2013 - October 2014
Fannie Mae  June 2012 - August 2012
Merrill Lynch  May 2011 - July 2011

Education
University of Maryland College Park   2009 — 2013
Bachelor of Science, Finance & Bachelor of Arts, Japanese

Solomon Schechter Day School/Golda Och Academy   2002 — 2009

Jon Goldstein Jon Goldstein San Francisco, California Details
Jon Goldstein's Compass Analytics, LLC Experience September 2012 - June 2014
Job Vice President, Acquisitions at MUFG Americas
Industry Investment Management
Experience
MUFG Americas  June 2014 - Present
Compass Analytics, LLC   September 2012 - June 2014
BlackRock  September 2010 - May 2012
Livingston Securities  May 2010 - August 2010
TD Bank  May 2008 - August 2008

Skills
Fixed Income, Portfolio Management, Investments, Valuation, Hedge Funds, Asset Management, Derivatives, Financial Risk, Investment Banking, Capital Markets, Bloomberg, Financial Markets, Analysis, Asset Allocation, Credit, Options, Risk Management, Quantitative Analytics, Microsoft Excel, Due Diligence, Credit Risk, Risk Analysis, Investment Management, Private Banking, Mergers & Acquisitions, Financial Modeling

Education
University of Arizona, Eller College of Management   2006 — 2010
BBA, Finance

Kathleen Baldassarre Kathleen Baldassarre New York, New York Details
Kathleen Baldassarre's Compass Analytics, LLC Experience September 2014 - Present
Job Sales and Marketing Assistant at Compass Analytics, LLC
Industry Marketing and Advertising
Experience
Compass Analytics, LLC   September 2014 - Present

Education
Syracuse University   2009 — 2013
Bachelor of Science (BS), Psychology

Northwest Catholic High School

Matt Potasky Matt Potasky Los Angeles, California Details
Matt Potasky's Compass Analytics, LLC Experience August 2010 - July 2014
Job Account Manager at Fannie Mae
Industry Capital Markets
Experience
Fannie Mae  August 2015 - Present
Prospect Mortgage, LLC  July 2014 - August 2015
Compass Analytics, LLC   August 2010 - July 2014
Raymond James Financial  October 2007 - August 2010

Skills
Capital Markets, Trading, MBS, Derivatives, Project Management, Banking, Bloomberg, Fixed Income, Risk Management, Portfolio Management, Valuation, Loans, Securities, Finance, Mortgage Lending, Financial Analysis, Credit, Mortgage Banking

Education
University of Florida   2003 — 2007
Bachelor's degree

Lauren Tondi Lauren Tondi Charlotte, North Carolina Details
Lauren Tondi's Compass Analytics, LLC Experience May 2013 - August 2013
Job Client Service Specialist at Vanguard
Industry Financial Services
Experience
Vanguard  August 2015 - Present
AES  May 2014 - August 2014
Augusta National Golf Club  April 2014 - April 2014
Compass Analytics, LLC   May 2013 - August 2013

Skills
Marketing, Social Networking, Time Management, Insurance, Risk Management, Salesforce.com, Constant Contact, Microsoft Excel, Research, Public Speaking, Newsletters, Advertising, Customer Satisfaction, Customer Service

Education
University of South Carolina-Columbia   2011 — 2015
Bachelor of Science, Business Administration, Majors - Finance, Insurance & Risk Management; Minor - Integrated Information Technology

Sarah Slagle Sarah Slagle San Francisco, California Details
Sarah Slagle's Compass Analytics, LLC Experience March 2015 - Present
Job Marketing Manager at Compass Analytics, LLC
Industry Marketing and Advertising
Experience
Compass Analytics, LLC   March 2015 - Present
Maker Media  July 2014 - February 2015
Pacific Coast Bankers' Bank  March 2012 - July 2014
Clif Bar & Company  April 2011 - April 2012

Skills
Marketing, Event Planning, Time Management, Facebook, Social Media, Social Media Marketing, Marketing Strategy, PowerPoint, Email Marketing, InDesign, Photoshop, Microsoft Office, Copywriting, Salesforce.com, Illustrator, Community Outreach, Editing, Marketing Event Planning, Marketing Communications

Education
California State University-Sacramento   2007 — 2010
BS, Business Administration, Marketing

Arizona State University   2005 — 2007
Business Administration

California High School

James Baublitz, CFA James Baublitz, CFA Baltimore, Maryland Area Details
James Baublitz, CFA's Compass Analytics, LLC Experience February 2012 - Present
Job Hedge Manager at Compass Analytics, LLC
Industry Financial Services
Experience
Compass Analytics, LLC   February 2012 - Present
Boenning & Scattergood  June 2009 - February 2012
Wells Fargo  September 2008 - June 2009

Skills
Series 7, Series 63, Chartered Financial..., Equities, Investments, Capital Markets, Fixed Income, Asset Managment, Trading

Education
Susquehanna University   2004 — 2008
BS, BA, Finance, History, Philosophy

Ryan Foss Ryan Foss New York, New York Details
Ryan Foss's Compass Analytics, LLC Experience 2015 - Present
Job Hedge/Trading Manager at Compass Analytics, LLC
Industry Financial Services
Experience
Compass Analytics, LLC   2015 - Present
RBS  2013 - 2014
Gleacher   2012 - 2013
Credit Suisse  April 2010 - November 2011
Fidelity Investments  2008 - 2009
JPMorgan  2006 - 2008
Riva Ridge Capital   May 2005 - August 2005

Skills
Trading, Fixed Income, MBS, Capital Markets, Hedge Funds, Valuation, Derivatives, Securities, Bonds, Financial Modeling, Intex, Bloomberg, Securitization, Investments, Options, Investment Banking, Series 7, Mutual Funds, Series 63, CMOS, CFA Level 1 Candidate, Agency MBS, Portfolio Management

Education
Princeton University   2002 — 2006
Bachelor's Degree, Chemistry, Finance

Kyra Felisky-Shantar Kyra Felisky-Shantar Washington D.C. Metro Area Details
Kyra Felisky-Shantar's Compass Analytics, LLC Experience February 2004 - Present
Job Financial Systems Manager at Compass Analytics, LLC
Industry Capital Markets
Experience
Compass Analytics, LLC   February 2004 - Present
Ameriquest Mortgage  November 2002 - August 2003
Downey Savings  June 2000 - August 2001

Skills
CISSP, Information Security, Security Awareness, Security, Security Policy, Network Security, Risk Assessment, Citrix XenApp, Business Continuity, Cisco Technologies, Computer Security, Network Administration, Dell PowerEdge Servers, Microsoft SQL Server, Windows Server, Vulnerability Management, Disaster Recovery, Active Directory, Security Audits, VMware ESX, Netscaler, Encryption, Switches, Firewalls, Routers, SSAE 16, Dell Workstations, Project Management, Microsoft Exchange, Financial Analysis, Management, Business Analysis, Accounting, Financial Reporting, Analysis

Education
University of California, Riverside   1990 — 1995

Michelle Qu Michelle Qu Houston, Texas Area Details
Michelle Qu's Compass Analytics, LLC Experience May 2007 - August 2007
Job Structuring Quantitative Manager at Just Energy
Industry Oil & Energy
Experience
Just Energy  September 2015 - Present
Gexa Energy  May 2013 - August 2015
Gexa Energy  February 2012 - April 2013
NextEra Energy Resources  January 2010 - February 2012
NextEra Energy Resources  September 2008 - January 2010
Compass Analytics, LLC   May 2007 - August 2007
Sealand Securities   June 2005 - September 2005

Skills
Analysis, VBA, Quantitative Analytics, Energy Markets, Energy, Financial Risk, Valuation, Matlab, Pricing, Optimization, Monte Carlo Simulation, Programming, Natural Gas, Risk Management, Hedging, Microsoft Excel, Commodity Markets, Financial Modeling, Management, Data Analysis, Trading, C++, PL/SQL

Education
Florida State University   2006 — 2008
MSc, Financial Mathematics

University of Cambridge   2003 — 2006
BA, Mathematics

Concord College, UK   2001 — 2003
High School

Shenzhen Experimental High School   1997 — 2001
High School

Jeff Casella Jeff Casella Washington D.C. Metro Area Details
Jeff Casella's Compass Analytics, LLC Experience March 2011 - Present
Job Managing Director at Compass Analytics, LLC
Industry Capital Markets
Experience
Compass Analytics, LLC   March 2011 - Present
Fannie Mae  July 2005 - March 2011
PHH Mortgage  1997 - 2005
Cendant Mortgage  1997 - 2005

Skills
Mortgage Lending, Securitization, MBS, Capital Markets, Securities

Education
Lehigh University   1990 — 1994
B.S., Material Science and Engineering

Mark Helweick Mark Helweick Baltimore, Maryland Area Details
Mark Helweick's Compass Analytics, LLC Experience August 2007 - December 2008
Job Senior SQL Reporting Analyst at UnitedHealthcare
Industry Financial Services
Experience
UnitedHealth Group  December 2013 - Present
Tatum  March 2012 - February 2013
ClearOne Advantage and Tax Strategies   November 2009 - December 2011
Ally Bank  April 2009 - March 2010
Compass Analytics, LLC   August 2007 - December 2008
Mason Dixon Funding  August 2005 - July 2007
CoreStar Financial Group  August 2003 - August 2005

Education
Towson University - Fisher College of Science and Mathematics
Master's Certificate - Applied Information Systems, Database Management

Mount Saint Mary's University - Bolte School of Business
MBA, Finance and Investments

McDaniel College
BA, Business Administration

Jim Greenhaw Jim Greenhaw Sacramento, California Area Details
Jim Greenhaw's Compass Analytics, LLC Experience November 2007 - Present
Job SQL DBA
Industry Information Technology and Services
Experience
Compass Analytics, LLC   November 2007 - Present
LION, Inc.   December 2003 - November 2007
Ignition Mortgage Technology Solutions   April 2001 - December 2003
Home Advisor  April 2000 - April 2001
Tuttle Decision Systems  January 1998 - April 2000
Tuttle & Co.   January 1997 - January 1998

Education
California State University-Fullerton   1989 — 1994

California State University-Fullerton   1989 — 1994

Tom Bochenko Tom Bochenko Washington, District Of Columbia Details
Tom Bochenko's Compass Analytics, LLC Experience October 2013 - Present
Job Hedge Manager at Compass Analytics, LLC
Industry Capital Markets
Experience
Compass Analytics, LLC   October 2013 - Present
Prestwick Mortgage Group   May 2012 - October 2013
ING Investment Management  June 2010 - December 2010
ESI Corp   August 2009 - December 2009
Crisi Medical Systems   May 2009 - August 2009

Skills
Financial Modeling, Financial Analysis, Excel, Visual Basic, Data Analysis, Forecasting, Statistics, Economics, Cash Flow Forecasting, Valuation, Strategy

Education
Arizona State University - W. P. Carey School of Business   2007 — 2011
B.S., Economics

Arizona State University, W. P. Carey School of Business   2007 — 2011
B.S., Finance

Sean Welsh Sean Welsh Greater New York City Area Details
Sean Welsh's Compass Analytics, LLC Experience January 2014 - Present
Job Hedge Manager at Compass Analytics, LLC
Industry Financial Services
Experience
Compass Analytics, LLC   January 2014 - Present
BNY Mellon  August 2012 - December 2013
Stratex Oil & Gas, Inc   December 2010 - August 2012
Auriga USA   March 2012 - June 2012
Lynden Capital, LLC   December 2010 - March 2012
Mutual of America  June 2010 - July 2010
Merrill Lynch Global Private Client Group  May 2009 - August 2009

Skills
Auditing, Bloomberg, Investments, Financial Analysis, Financial Modeling, Fixed Income, PowerPoint, Microsoft Excel

Education
Fordham University   2007 — 2011
B.S, Business Administration; Finance

Chaminade High School   2003 — 2007

Kelly McCann Kelly McCann San Francisco, California Details
Kelly McCann's Compass Analytics, LLC Experience June 2011 - Present
Job Marketing Specialist at Compass Analytics, LLC
Industry Financial Services
Experience
Compass Analytics, LLC   June 2011 - Present
Cassidy Turley BRE Commercial  2010 - 2011
Gallery DeNovo   June 2009 - September 2009
Smithsonian American Art Museum  June 2008 - August 2008
Nasher Museum of Art, Duke University   January 2008 - May 2008

Skills
Photoshop, Microsoft Office, Raiser's Edge, Quickbooks, The Museum System, Salesforce.com, Marketing

Education
Duke University   2005 — 2009
BA, Visual Art, Art History, Business

La Costa Canyon High School   2001 — 2005

Kyle Rowe Kyle Rowe Washington, District Of Columbia Details
Kyle Rowe's Compass Analytics, LLC Experience January 2015 - Present
Job Junior Hedge Manager at Compass Analytics, LLC
Industry Financial Services
Experience
Compass Analytics, LLC   January 2015 - Present
Gallagher Fiduciary Advisors   July 2013 - December 2014
DecisionDesk (formerly CitizenGroove)   January 2013 - July 2013
BlueTree Allied Angels  September 2012 - December 2012

Skills
Financial Modeling, Microsoft Excel, Data Analysis, Financial Analysis, Start-ups, Entrepreneurship, Salesforce.com, Continuous Improvement, Research, Microsoft Office, PowerPoint, Statistics, Analysis, Social Entrepreneurship, Operations Management

Education
University of Pittsburgh   2009 — 2012
BSBA, Finance; Economics; certificate in effective management

Samuel Rockwell Samuel Rockwell San Francisco Bay Area Details
Samuel Rockwell's Compass Analytics, LLC Experience August 2013 - Present
Job Lead Pricing Analyst at Compass Analytics, LLC
Industry Financial Services
Experience
Compass Analytics, LLC   August 2013 - Present
Compass Analytics, LLC   August 2013 - Present
Speed of Air Inc.   June 2012 - September 2012
Deloitte  June 2011 - August 2011
Donahue Gallagher Woods LLP  June 2009 - August 2009

Education
University of California, Irvine   2009 — 2013
Major in Business Economics, Minor in Information & Computer Science

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