Compass Analytics, LLC
Industry: Software company
DescriptionFounded: 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
Compass Analytics, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Compass Analytics, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Compass Analytics, LLC Employees
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
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
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
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
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
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
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
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
Compass Analytics, LLC September 2014 - Present
Education
Syracuse University 2009 — 2013
Bachelor of Science (BS), Psychology
Northwest Catholic High School
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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