Conifer Financial Services

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Conifer Financial Services Employees

Employee
Years
Job
Industry
Joseph DeNoia Joseph DeNoia Greater New York City Area Details
Joseph DeNoia's Conifer Financial Services Experience June 2014 - Present
Job Director in Fund Services at Conifer Financial Services
Industry Accounting
Experience
Conifer Financial Services   June 2014 - Present
Vastardis Capital Services  May 2014 - June 2014
BNY Mellon  July 2007 - May 2013
DPM Mellon, LLC   January 2005 - July 2007
Derivatives Portfolio Management, LLC   March 2002 - January 2005
Casey, Townsend & Killian LLP   1999 - 2001

Skills
Hedge Funds, Alternative Investments, Due Diligence, Fund Administration, Financial Services, Fund Accounting, Financial Reporting, Securities, Bloomberg, Asset Management, Financial Statements, Equities, Portfolio Management, Accounting, Derivatives

Education
Lehigh University   1993 — 1998
B.S., Business Administration - Concentration in Accounting

Jason Charles Jason Charles San Francisco Bay Area Details
Jason Charles's Conifer Financial Services Experience April 2010 - June 2011
Job Financial Systems Professional
Industry Financial Services
Experience
TIAA-CREF  September 2014 - Present
Extra Mile Reconciliation, LLC   June 2011 - September 2014
Conifer Financial Services   April 2010 - June 2011
Stanford University  October 2004 - September 2009
Advent Software  August 2001 - April 2004

Skills
SQL, Quality Assurance, Microsoft Excel, Crystal Reports, Private Equity, Performance Analysis, Financial Reporting, Process Automation, Adobe Creative Suite, Microsoft SQL Server, APX, SSIS, Active Directory, Bloomberg, Portfolio Management, Integration, Databases, Program Management, Troubleshooting, Data Analysis, Business Analysis, Management, Alternative Investments

Education
University of Delaware   1997 — 2001
Bachelor, English

Diem Hoang Diem Hoang San Francisco Bay Area Details
Diem Hoang's Conifer Financial Services Experience July 2014 - Present
Job Analyst, Fund Accountant at Conifer Securities
Industry Financial Services
Experience
Conifer Financial Services   July 2014 - Present
Sistar Mortgage  January 2014 - December 2014
NetApp  February 2014 - June 2014
Sony Computer Entertainment America  September 2013 - January 2014
Akimax   November 2010 - September 2013
Akimax   November 2010 - September 2013
United Way Silicon Valley  June 2011 - June 2012
San Jose State University  September 2010 - December 2010
San Jose State University  September 2009 - December 2010
Santa Clara Valley Medical Center  April 2007 - December 2007

Education
San Jose State University   2008 — 2010
Bachelor of Science, qBusiness Administration: Accounting

David Willette David Willette San Francisco, California Details
David Willette's Conifer Financial Services Experience September 2014 - Present
Job Client Management Analyst at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services   September 2014 - Present
Oppenheimer & Co. Inc.   June 2013 - August 2013
Willette & Associates   January 2010 - January 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English

Education
Capital College, Pennsylvania State University   2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

The Pennsylvania State University: Smeal College of Business
Bachelor of Science, Finance

Mark Faulkenberg Mark Faulkenberg San Francisco Bay Area Details
Mark Faulkenberg's Conifer Financial Services Experience March 2014 - Present
Job Managing Director at Conifer Financial Services
Industry Investment Management
Experience
Conifer Financial Services   March 2014 - Present
Imprint Capital Advisors  July 2012 - April 2014
Velorum Consulting Group   October 2011 - September 2012
AlphaMetrix  May 2011 - October 2011
International Asset Management   September 2009 - May 2011
Neuberger Berman  August 2006 - September 2009
Lehman Brothers  August 2006 - September 2009
Prisma Capital Partners  June 2002 - August 2006
AEGON  June 2002 - August 2006
Ramsey Financial   September 1993 - June 2002

Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Capital Markets, Fund Accounting, Operational Due..., Operational Risk..., Executive Management, Risk Management, Investments, Compliance Management, Derivatives, Back Office, Fixed Income, Equities, Asset Managment, Family Office, Private Equity, Structured Products, Investment Management, Mutual Funds, Investor Relations, Bloomberg, Portfolio Management, Financial Services, Commodity, Asset Allocation, Emerging Markets, Financial Markets, Investment Banking, Securities, Due Diligence, FX Options, Options, Investment Strategies, Finance, Hedging, ETFs, Prime Brokerage, Valuation, Venture Capital, Equity Derivatives, Financial Modeling, Bonds, Trading, Asset Management

Education
Indiana University - Kelley School of Business   1979 — 1982
BS, Finance

Defense Language Institute   1988 — 1989
Russian Studies

Tell City High School   1974 — 1978

Carlos Joey Dardon Carlos Joey Dardon Greater Salt Lake City Area Details
Carlos Joey Dardon's Conifer Financial Services Experience December 2007 - April 2008
Job Senior RCSA at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  January 2014 - Present
Wells Fargo Advisors, LLC  June 2013 - January 2014
Wells Fargo Advisors, LLC  July 2012 - June 2013
Wells Fargo Advisors, LLC  August 2011 - July 2012
Aerotek (contract for Wells Fargo Advisors, LLC)   January 2011 - August 2011
Tailor Research   May 2009 - May 2010
Thomson Reuters  April 2008 - November 2009
Conifer Financial Services   December 2007 - April 2008
Thomson Reuters  January 2007 - December 2007

Education
University of San Francisco - Masagung Graduate School of Management
Master of Science (M.S.), Financial Analysis

University of Utah
Bachelor of Science (B.S.), Economics

Mariel Simsuangco Mariel Simsuangco Greater New York City Area Details
Mariel Simsuangco's Conifer Financial Services Experience January 2014 - Present
Job Operations Analyst at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services   January 2014 - Present
Bloomberg LP  July 2013 - January 2014
Bloomberg LP  October 2012 - July 2013
MTT Inc.   June 2011 - December 2011
Apple  November 2009 - October 2011

Skills
Accounts Receivable, Accounts Payable, Accounting, Budgets, Finance, QuickBooks, Research, Microsoft Excel, Fixed Income, Microsoft Office, Financial Modeling, Customer Service, Spreadsheets, Bloomberg Terminal, Bloomberg, Financial Analysis, iWork, OS X, Social Media, Leadership

Education
Saint John's University - Peter J. Tobin College of Business   2008 — 2012
Bachelor of Science, Finance

Daniel Osborne Daniel Osborne San Francisco, California Details
Daniel Osborne's Conifer Financial Services Experience January 2008 - March 2011
Job Experienced Business & Technology Transformation & Growth Executive
Industry Financial Services
Experience
BlackRock  August 2012 - July 2014
HazelTree  October 2011 - August 2012
Conifer Financial Services   January 2008 - March 2011
Accenture  January 2006 - August 2007
RCM Global Investors   March 2000 - December 2005
Fidessa Group PLC   March 1997 - March 2000

Skills
Hedge Funds, Securities, Trading, Operations, Middle Office, Capital Markets, Technology, Business Strategy, Asset Managment, Asset Management, Alternative Investments, Prime Brokerage, Equities, Bloomberg, Management, Risk Management, Fixed Income, Investment Management, Equity Trading, Trading Systems, Options, Portfolio Management, Series 7, Electronic Trading, Derivatives, FX Options

Education
University of Brighton   1991 — 1995
BSc Honors Mathematics

Timothy J. Lesser Timothy J. Lesser Greater New York City Area Details
Timothy J. Lesser's Conifer Financial Services Experience November 2012 - April 2015
Job Staff Accountant at New York Cosmos
Industry Accounting
Experience
Conifer Financial Services   November 2012 - April 2015
St. Hilda's & St. Hugh's School   June 2010 - September 2012
St. Hilda's & St. Hugh's School   June 2008 - August 2009
New York City Patrolmen’s Benevolent Association   June 2007 - August 2007

Skills
Microsoft Office, Blackbaud Accounting..., Accounting, Microsoft Excel, Accounts Payable, Auditing, Microsoft Word, PowerPoint

Education
City University of New York-Hunter College   2010 — 2012
MSA, Accounting

College of the Holy Cross   2006 — 2010
BA, Economics and Accounting

Xavier High School   2002 — 2006

Richard Del Bello Richard Del Bello Greater New York City Area Details
Richard Del Bello's Conifer Financial Services Experience December 2008 - Present
Job Vice President at Conifer Financial Services
Industry Marketing and Advertising
Experience
Conifer Financial Services   December 2008 - Present
Goldman Sachs  July 2006 - August 2008
Goldman Sachs  July 2006 - July 2008
NYSE Euronext  2005 - 2005

Skills
Hedge Funds, Investments, Series 7, Series 63, Fund Of Funds, Securities, Capital Markets, Asset Management, Equities, Business Development, Private Equity, Derivatives, Financial Analysis, Fixed Income, Due Diligence, Financial Markets

Education
Georgetown University   2002 — 2006
BS/BA, Marketing

Georgetown University - The McDonough School of Business   2002 — 2006
BS/BA, Marketing

Emma Wu Emma Wu San Francisco Bay Area Details
Emma Wu's Conifer Financial Services Experience May 2015 - September 2015
Job Senior Fund Accountant at Walden International
Industry Venture Capital & Private Equity
Experience
Walden International  September 2015 - Present
Conifer Financial Services   May 2015 - September 2015
Conifer Financial Services   September 2014 - April 2015
Industry Capital Advisors, LLC.   February 2013 - August 2014
De Anza College  September 2009 - July 2010
De Anza College  September 2009 - April 2010
Watermelon Farm Photography Company   May 2006 - April 2007

Skills
Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Financial Analysis, Microsoft Word, Marketing, Strategy, Customer Service, Event Planning, Research, Yardi Property..., Mandarin, Photoshop, Facebook, Market Research, Illustrator, Yardi Voyager, US GAAP, Financial Accounting, Financial Reporting, Fund Accounting

Education
UCLA   2010 — 2012
Bachelor of Arts (B.A.), Business Economics, Minor in Accounting

De Anza College   2008 — 2010

East China Normal University

Ibrahim Lawal Ibrahim Lawal New York, New York Details
Ibrahim Lawal's Conifer Financial Services Experience June 2014 - Present
Job Vice President Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services   June 2014 - Present
JPMorgan Chase  September 2012 - May 2014
Citigroup, Private Equity Services   April 2010 - September 2012
Imowitz Koenig & Co. LLP   October 2008 - April 2010
Ernst & Young LLP  January 2006 - October 2008
HSBC, Alternative Funds Services   March 2005 - December 2005
Time Inc.  2004 - 2004

Skills
Auditing, CPA, GAAP, Microsoft Excel, Tax, Financial Reporting, Accounting, Financial Planners, General Ledger, SEC filings, US GAAP, Corporate Tax

Education
Baruch College   2001 — 2005
BBA, Accounting

City University of New York-Baruch College   2001 — 2005
BBA, Accounting

Jessica Nicolet Jessica Nicolet San Francisco, California Details
Jessica Nicolet's Conifer Financial Services Experience May 2012 - Present
Job Executive Assistant to President & CEO
Industry Executive Office
Experience
Conifer Financial Services   May 2012 - Present
Brownlie & Braden LLC/Cotton Creek Capital Management   June 2010 - April 2012
Randstad  September 2007 - June 2010

Skills
Microsoft Office, Hiring, Payroll, Administrative Support, Research, Office Administration, Contract Recruitment, Temporary Staffing, Staffing Services, Customer Relations, Office Management, Recruiting, Sales, Marketing, Outlook

Education
Texas State University   2003 — 2007
Bachelor of Arts, Communications/Business

Pampa High   1999 — 2003

Adam Wilczek Adam Wilczek San Francisco Bay Area Details
Adam Wilczek's Conifer Financial Services Experience April 2014 - April 2015
Job Controller at Presidio Partners
Industry Accounting
Experience
Presidio Partners   May 2015 - Present
Conifer Financial Services   April 2014 - April 2015
Hellman & Friedman  June 2010 - April 2014
Ernst & Young  2004 - 2010

Skills
Private Equity, Financial Reporting, US GAAP, GAAP, Accounting, Hedge Funds, Internal Controls

Education
Isenberg School of Management, UMass Amherst   2000 — 2004
BBA, Accounting

Jessica Menardy Jessica Menardy Greater New York City Area Details
Jessica Menardy's Conifer Financial Services Experience June 2013 - February 2015
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC  February 2015 - Present
Conifer Financial Services   June 2013 - February 2015
SS&C GlobeOp  December 2012 - June 2013
KPMG  January 2012 - October 2012

Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Statements, Financial Accounting, Tax, Account Reconciliation, PowerPoint, Income Tax, Financial Reporting, Tax Preparation, Analysis, Budgets, Access, CPA

Education
LIU Brooklyn   2009 — 2011
Master's of Science, Accounting

City University of New York-John Jay College of Criminal Justice   2005 — 2008
BA, Forensic Psy

Geo H. Googins Geo H. Googins San Francisco Bay Area Details
Geo H. Googins's Conifer Financial Services Experience May 2006 - December 2008
Job Corporate Account Executive at Marketo
Industry Computer Software
Experience
Marketo  September 2015 - Present
Marketo  September 2014 - September 2015
Dropbox  September 2013 - September 2014
Klout/Acquired by Lithium   January 2014 - March 2014
Quasar Trading  January 2011 - December 2013
HQ Executive Services, LLC   December 2009 - August 2010
Iron Capital Securities, LLC   December 2008 - December 2009
Conifer Financial Services   May 2006 - December 2008

Skills
Hedge Funds, Equities, Investments, Series 7, Trading, Options, Alternative Investments, Microsoft Excel, FINRA, Financial Markets, Securities, Venture Capital, Uniform Combined State..., Investment Management, Bloomberg, Investor Relations, Excel Spreadsheets, Relationship Marketing, Risk Management, Series 63, Hair, Raising Venture Capital, Series 66, series 79, Digital Marketing, Outbound Marketing, Sales, Enterprise Software, Enterprise Solution..., SaaS, Salesforce.com, Start-ups, Management, Portfolio Management, Strategy

Education
San Francisco State University   2006 — 2006
Graduate, Business Ethics

California State University-Sacramento   2003 — 2006
BA, Finance/Risk Management

Loyola Marymount University   2000 — 2002
AS, Business Administration

Redwood   1997 — 2000

Elizabeth (Whitehouse) Parra Elizabeth (Whitehouse) Parra Greater New York City Area Details
Elizabeth (Whitehouse) Parra's Conifer Financial Services Experience April 2013 - September 2014
Job Service Events and Corporate Relations Manager at Volunteer New York!
Industry Nonprofit Organization Management
Experience
(USTA) United States Tennis Association   May 2015 - August 2015
Conifer Financial Services   April 2013 - September 2014
CACEIS Investor Services   May 2009 - April 2013
Alvarez & Marsal  November 2008 - April 2009
OpHedge Investment Services  July 2006 - October 2008

Education
State University of New York at Albany
Bachelor of Arts (B.A.), Rhetoric & Communication, Minor in English, August 2005

Melissa Harbourne Melissa Harbourne Pleasanton, California Details
Melissa Harbourne's Conifer Financial Services Experience June 2014 - Present
Job Generalist at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services   June 2014 - Present
The Conifer Group, LLC  February 2013 - Present
3D Organics   April 2012 - October 2012
Thomas Weisel Partners  October 2005 - March 2008
Thomas Weisel Partners  2000 - 2004
Thomas Weisel Partners  1998 - 2000
Montgomery Securities  1995 - 1998

Skills
Project Management, Human Resources, Organizational..., Office Management, Management Consulting, Management, Financial Analysis, Compensation & Benefit, Employee Relations, Business Development, Problem Solving, Business Process..., Analysis, Interviews, HRIS, Personnel Management, Investments, New Hire Orientations, Asset Management, Performance Management, Equities, Hedge Funds, Portfolio Management

Education
UCSB   1991 — 1995
Bachelor of Arts (BA), Business Economics

Dublin High School   1987 — 1991

Victor Arrieta Victor Arrieta Greater Los Angeles Area Details
Victor Arrieta's Conifer Financial Services Experience July 2013 - Present
Job Tax Analyst at Conifer Financial Services
Industry Higher Education
Experience
Conifer Financial Services   July 2013 - Present
St. John's University Residence Life   August 2010 - May 2012
St. John's University Athletics Business Affairs   October 2008 - May 2012
Cogentys Corporation   May 2011 - July 2011
Rosie's BBQ   May 2006 - January 2011

Skills
Microsoft Office, Jigsaw, Google Docs, Bloomberg, Accounting, Documentation, PowerPoint, Word, Excel

Education
St. John's University, The Peter J. Tobin College of Business   2011 — 2013
MS, Taxation

St. John's University, The Peter J. Tobin College of Business   2008 — 2012
B.S., Accouting

Elizabeth Matkowski Elizabeth Matkowski San Francisco Bay Area Details
Elizabeth Matkowski's Conifer Financial Services Experience June 2009 - March 2012
Job Associate Director Business Development at Ernst & Young
Industry Financial Services
Experience
Ernst & Young  April 2012 - Present
Conifer Financial Services   June 2009 - March 2012
Citigroup  May 2004 - January 2009
Bloomberg  July 1998 - March 2004

Skills
Hedge Funds, Prime Brokerage, Investments, Financial Markets, Start-ups, Middle Office, Consulting, Professional Services, Financial Services, Fund Administration, Trading, Derivatives, Securities, Equities, Asset Management, Capital Markets, Bloomberg, Alternative Investments, Fixed Income, Investment Banking, Risk Management, Due Diligence

Education
Babson College   1994 — 1998
BS, Finance

St. Scholastica Academy   1990 — 1994

Edwin Sam Edwin Sam Greater New York City Area Details
Edwin Sam's Conifer Financial Services Experience June 2014 - Present
Job Director of Client Transition Services at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services   June 2014 - Present
The Conifer Group, LLC  February 2010 - Present
Citigroup Global Markets Inc  2003 - November 2008
Citigroup Global Markets Inc  1999 - 2003
Citigroup - Salomon Smith Barney  1993 - 1999
Smith Barney  1986 - 1993
Smith Barney Harris Upham  1981 - 1986

Skills
Process Improvement, Prime Brokerage, Equities, Financial Services, Hedge Funds, Fixed Income, Trading Systems, Capital Markets, Leadership, CRM, Alternative Investments, Finance, Securities, Derivatives, Series 7, Relationship Management, Portfolio Management, Series 63

Education
Rutgers, The State University of New Jersey-Newark

Komal Merai Komal Merai Greater New York City Area Details
Komal Merai's Conifer Financial Services Experience January 2014 - Present
Job Associate at Conifer Financial Services
Industry Accounting
Experience
Conifer Financial Services   January 2014 - Present
Rothstein Kass  September 2010 - May 2013
Lord Abbett & Co. LLC   September 2007 - November 2010

Skills
Financial Reporting, Accounting, GAAP, Internal Controls, Auditing, Financial Analysis, Financial Accounting, SEC filings, Sarbanes-Oxley Act, Tax, Hedge Funds, US GAAP, Account Reconciliation, Bloomberg, Valuation, Financial Modeling, Corporate Finance, Microsoft Office, Microsoft Excel, Finance, Financial Statements, Equities, Investments

Education
Rutgers University   2002 — 2007
BS, Accounting and Finance

Rutgers, The State University of New Jersey-Newark   2002 — 2007
Bachelor's of Science, Accounting and Finance

Mitchell T. Westenberg Mitchell T. Westenberg Greater New York City Area Details
Mitchell T. Westenberg's Conifer Financial Services Experience March 2013 - February 2015
Job Operations Associate at Permanens Capital
Industry Investment Management
Experience
Permanens Capital  March 2015 - Present
Bambino Ravioli Pastificio   2014 - Present
Conifer Financial Services   March 2013 - February 2015
US Pharma Lab Inc   March 2011 - March 2013
New York Life Insurance Company  June 2009 - March 2011
Merrill Lynch  January 2008 - June 2008

Skills
Hedge Funds, Mutual Funds, Fixed Income, Equities, Performance Analysis, Investment Strategies, Asset Management, Asset Allocation, Finance, Accounting, Fund Administration, Portfolio Management, Wealth Management, Estate Planning, Retirement Planning, Purchasing Negotiation, Leadership

Education
Binghamton University   2011 — 2012
Master of Business Administration (MBA), Finance/Management, 3.80

Fordham University   2006 — 2008
Bachelor of Science (BS), Business Administration/Finance, 3.81

Jeremiah Podolak Jeremiah Podolak San Francisco, California Details
Jeremiah Podolak's Conifer Financial Services Experience August 2015 - Present
Job Vice President at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services   August 2015 - Present
StateStreet Bank  October 2012 - November 2014
iproducts   July 2007 - October 2012

Skills
Fund Accounting, Accounting, Bloomberg, Financial Services, Bloomberg Terminal, Equities, Investments, Fixed Income, Financial Analysis, Mutual Funds, ETFs, Securities, Hedge Funds, Alternative Investments, Fund Administration, Derivatives, Back Office, Fund Of Funds, Time Travel, Guest Lecturing

Education
State University of New York College at Fredonia   2003 — 2007
Bachelor of Science (BS), Accounting and Finance

Batavia High School   1999 — 2003

Isaac Games, CFA Isaac Games, CFA New York, New York Details
Isaac Games, CFA's Conifer Financial Services Experience March 2007 - March 2010
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch  June 2012 - Present
OppenheimerFunds  March 2010 - June 2012
Conifer Financial Services   March 2007 - March 2010
Merrill Lynch  October 2005 - March 2007
Texas State Library and Archives Commission  2002 - 2004

Skills
Derivatives, Market Risk, Fixed Income, Software Development, Risk Management, Statistics, Business Analysis, Risk Metrics, VAR, Financial Risk..., Management Consulting, Municipal Bonds, Leveraged Finance, High Yield Bonds, Basel II, Basel III, Dodd-Frank

Education
Parsons School of Design   2014 — 2015

City University of New York-Baruch College - Zicklin School of Business
Statistics

Texas Tech University - Rawls College of Business
M.S., Management Information Systems

Texas Tech University - Rawls College of Business
B.B.A., Accounting

Sarah Huntington Sarah Huntington Greater New York City Area Details
Sarah Huntington's Conifer Financial Services Experience February 2014 - Present
Job Director of Marketing and Communications at Conifer Financial Services
Industry Marketing and Advertising
Experience
Conifer Financial Services   February 2014 - Present
Thomson Reuters  August 2013 - November 2013
Thomson Reuters  March 2012 - November 2013
Thomson Reuters  January 2011 - April 2012
Kulper & Company, LLC   2009 - January 2011
NAI Global  August 2008 - November 2008
UBS Investment Bank  June 2001 - May 2008
Columbia University  August 1999 - July 2001

Skills
Fundraising, Advertising, Contract Negotiation, Teaching, Marketing, Event Planning, Budget, Project Planning, Market Research, Strategic Planning, Marketing Strategy, Marketing Communications, Event Management, Business Development, Strategy, Social Media, Public Relations, Lead Generation, Sales, Product Marketing, Newsletters, Budgets, Management

Education
University of South Carolina-Columbia   1994 — 1996
M Ed, Higher Education

North Carolina State University   1990 — 1994
BA, History, Education

Kathryne Oliphant Kathryne Oliphant San Francisco, California Details
Kathryne Oliphant's Conifer Financial Services Experience July 2013 - Present
Job
Industry Financial Services
Experience
Conifer Financial Services   July 2013 - Present
Self Employed  2007 - 2015
University of San Francisco  May 2010 - August 2010
Macy's Junior League Fashion Show   March 2009 - March 2009
Holiday in a Box   February 2008 - January 2009
Gymboree  September 2005 - May 2008

Education
University of San Francisco   2010 — 2011
Bachelors of Science

Fashion Institute of Design & Merchandising   2008 — 2009
Associates of Arts

Marin Catholic

Jaclyn Lionetta Jaclyn Lionetta New York, New York Details
Jaclyn Lionetta's Conifer Financial Services Experience October 2013 - Present
Job Analyst at Conifer Financial Services
Industry Accounting
Experience
Conifer Financial Services   October 2013 - Present
MKM Partners  July 2012 - October 2013
The Patriot Group, LLC  October 2011 - July 2012
Axceler  May 2011 - September 2011

Education
Fairfield University   2008 — 2012
Bachelor's degree, Accounting

Universitat Autonoma de Barcelona   2011 — 2011

Acton Boxborough Regional High School   2004 — 2008

Rebecca Vizcarrondo Rebecca Vizcarrondo San Francisco, California Details
Rebecca Vizcarrondo's Conifer Financial Services Experience April 2014 - Present
Job Human Resource Consultant
Industry Human Resources
Experience
Conifer Financial Services   April 2014 - Present
Teachscape  November 2012 - May 2013
Conifer Financial Services   February 2011 - 2012
Thomas Weisel Partners  2007 - 2011
Eurohypo AG  August 2002 - December 2007
Cambridge Management Consulting  June 1997 - December 2001
Advance Polymer Systems   1997 - 1997
GT Global Mutual Funds  1996 - 1997

Skills
Human Resources, Employee Relations, Employee Benefits, Recruiting, Onboarding, HRIS, Organizational..., Leadership, Talent Management, Talent Acquisition, Performance Management, Mergers, Succession Planning, Deferred Compensation, Change Management, Organizational Design, Personnel Management, Employee Engagement, Mergers & Acquisitions, Benefits Administration, Project Management, College Recruiting, New Hire Orientations, Due Diligence, Executive Reporting, Report Writing

Education
UC Davis   1987 — 1991
Bachelor of Science (B.S.), Design

Michelle X Wang Michelle X Wang Greater New York City Area Details
Michelle X Wang's Conifer Financial Services Experience August 2014 - Present
Job Fund Accountant
Industry Accounting
Experience
Conifer Financial Services   August 2014 - Present
New York County District Attorney's Office  September 2013 - August 2014
NYS Office of the State Comptroller  2014 - May 2014
Bank of America  June 2012 - 2013

Skills
QuickBooks, Customer Service, Microsoft Excel, Training, Financial Accounting, Financial Analysis, Accounting, Access, Accounts Payable, PowerPoint, Microsoft Word, Financial Reporting, Microsoft Office, Outlook, Auditing, Finance, Account Reconciliation

Education
City University of New York-Baruch College   2011 — 2014
Bachelor of Business Administration (BBA), Accounting

Jessy Battash Jessy Battash Hightstown, New Jersey Details
Jessy Battash's Conifer Financial Services Experience March 2014 - January 2015
Job Realtor Associate at Berkshire Hathaway HomeServices Fox & Roach, Realtors
Industry Real Estate
Experience
Berkshire Hathaway Home Services Fox & Roach, Realtors   January 2014 - Present
Conifer Financial Services   March 2014 - January 2015
LTC Consulting Services   July 2013 - February 2014
Senior Planning Services  April 2013 - July 2013
Shane & White Law Office   November 2012 - March 2013
Aviv Investment LLC   2008 - March 2013
Ambit Energy  2011 - 2012
Brown & RISD Hillel   2010 - 2012
Vector Marketing  2009 - 2012
Hillel  2008 - 2011

Skills
Microsoft Office, Social Media, Hebrew, Event Management, Research, Public Speaking, Public Relations, Business Strategy, Budget, Microsoft Excel, Customer Service, Teamwork, Microsoft Word, Personnel & Project..., Relationship Cultivation, Strategic Planning &..., Effective Negotiator, Strong Marketing..., Basic Accounting, Process Streamlining, Increasing Organization..., Strong Technology &..., Event Planning, Staff Development, Communication &..., Accounting, Budgets, Time Management, Entrepreneurship, Sales

Education
Johnson and Wales University   2011 — 2012
Master's degree, Master of Business Administration in Global Business

Johnson and Wales University   2008 — 2011
Bachelor's degree, Bachelor of Science in Financial Service Management

Derech Ohr Somayach   2007 — 2008

Kyle Schlatmann Kyle Schlatmann Greater New York City Area Details
Kyle Schlatmann's Conifer Financial Services Experience April 2014 - Present
Job Associate at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services   April 2014 - Present
Vastardis Capital Services  May 2012 - April 2014
CommVault Systems Inc.  December 2010 - May 2012
Monmouth University Office of Residential Life  September 2009 - May 2012
Monmouth University First-Year Seminar   September 2009 - December 2011
Monmouth University New Student Orientation   January 2010 - August 2010
Monmouth University New Student Orientation   May 2009 - August 2009

Skills
Accounting, Microsoft Office, Excel, Team Building, Team Management, Community Service, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Data Analysis, Social Networking, Software Documentation

Education
Monmouth University   2008 — 2012
Bachelor of Science Business Administration, Accounting

James Tutko Jr. James Tutko Jr. New York, New York Details
James Tutko Jr.'s Conifer Financial Services Experience August 2012 - Present
Job Vice President at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services   August 2012 - Present
State Street Global Advisors  February 2011 - August 2012
State Street Global Advisors  December 2007 - February 2011
Brown Brothers Harriman & Co  May 2005 - December 2007
Ameriquest Mortgage Co.  July 2004 - February 2005

Skills
Hedge Funds, Bloomberg, Financial Analysis, Investments, Equities, Fixed Income, Securities, Alternative Investments, Portfolio Management, Finance, Financial Modeling, Analysis, Management, Financial Services, CRM, Mutual Funds, Accounting

Education
University of Massachusetts, Amherst   2000 — 2004
Bachelor, Economics

Timothy Tyrrell, CPA Timothy Tyrrell, CPA Nutley, New Jersey Details
Timothy Tyrrell, CPA's Conifer Financial Services Experience February 2014 - September 2014
Job Manager at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies  September 2014 - Present
Conifer Financial Services   February 2014 - September 2014
Rothstein Kass  October 2006 - February 2014

Skills
Hedge Funds, Financial Reporting, Derivatives, Accounting, Financial Accounting, GAAP, CPA

Education
University of Delaware   2002 — 2006
Bachelor of Science (BS), Accounting

Amy Dong, CPA Amy Dong, CPA Milford, Connecticut Details
Amy Dong, CPA's Conifer Financial Services Experience March 2013 - October 2014
Job Portfolio Accountant at Starwood capital group
Industry Financial Services
Experience
Starwood Capital Group  November 2014 - Present
Conifer Financial Services   March 2013 - October 2014
Marsh & McLennan Companies, Inc.   September 2011 - March 2013
Ernst & Young  November 2010 - August 2011
McGladrey & Pullen  September 2008 - November 2010

Skills
Auditing, Private Equity, Internal Audit, Hedge Funds, Fund Of Funds, Internal Controls, Accounting, CPA, Financial Reporting, Financial Accounting, US GAAP, Financial Statements

Education
Baruch College, City University of New York (CUNY)   2004 — 2008
BBA, Accounting

Curt Chism, CPA Curt Chism, CPA San Francisco Bay Area Details
Curt Chism, CPA's Conifer Financial Services Experience June 2015 - Present
Job Senior Fund Accountant at Conifer Financial Services
Industry Accounting
Experience
Conifer Financial Services   June 2015 - Present
Dragon Financial Group  October 2014 - May 2015
Conifer Financial Services   June 2013 - October 2014
KPMG LLP  July 2012 - June 2013
KPMG LLP  November 2010 - July 2012
Wells Fargo Bank  April 2007 - October 2010

Skills
Accounting, Financial Reporting, Internal Controls, Private Equity, Broker-Dealer, Assurance, Excel, GAAP, IFRS, Sales & Use Tax, Fund Accounting, Auditing, SOX 404, Account Reconciliation, SEC filings, Microsoft Excel, Financial Analysis, Financial Statements

Education
Golden Gate University   2008 — 2010
Master's Degree, Accounting

San Francisco State University   2000 — 2004
Bachelor's Degree, Business Administration

Bryant White Bryant White Greater New York City Area Details
Bryant White's Conifer Financial Services Experience July 2013 - February 2015
Job Senior Accountant at KKR
Industry Venture Capital & Private Equity
Experience
KKR  February 2015 - Present
Conifer Financial Services   July 2013 - February 2015
VMS Fund Administration  June 2011 - July 2013
Concannon, Miller & Co. P.C.   January 2011 - April 2011
Hoch Accounting   June 2010 - December 2010

Skills
Accounting, Tax, Account Reconciliation, Tax Returns, Internal Controls, Consolidated Financial..., Private Equity..., Fund Of Funds, QuickBooks, Financial Reporting, Financial Accounting, Fund Administration, Fund Accounting, Private Equity, Financial Statements

Education
Moravian College   2007 — 2011
Bachelor's of Arts, Accounting

Kevin Dunleavy Kevin Dunleavy Greater New York City Area Details
Kevin Dunleavy's Conifer Financial Services Experience January 2014 - October 2014
Job Manager at IEA Investors Economic Assurance LLC
Industry Financial Services
Experience
IEA - Investors Economic Assurance LLC   June 2015 - Present
Conifer Financial Services   January 2014 - October 2014
International Fund Services (Ireland) Ltd, A State Street Company   December 2012 - January 2014
J.P. Morgan Asset Management   January 2007 - November 2012
GlobeOp Financial Services  2003 - 2006
Pimco Advisors  June 1998 - October 2003
SBSF   June 1993 - April 1999

Skills
Fund Accounting, Hedge Funds, Fixed Income, Derivatives, Fund Of Funds, Alternative Investments, Bloomberg, Middle Office, Auditing, Accounting, Asset Management, Financial Reporting, Prime Brokerage, Equities, Mutual Funds, Portfolio Management, Operations Management, Document Management, Project Management, Regulatory Requirements, Business Analysis, Onboarding, Budgets, Board Relations, Board Governance, New Hire Training, Compliance, Budget, Dodd-Frank, Regulatory Reporting, Investor Relations, KYC, Anti Money Laundering, OFAC

Education
SUNY Canton   2015 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance

Iona College   2001 — 2005

David Goldstein David Goldstein Greater New York City Area Details
David Goldstein's Conifer Financial Services Experience March 2013 - Present
Job Director, Business Development at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services   March 2013 - Present
Innua Investment Management   June 2012 - February 2013
HSBC Securities  March 2005 - January 2012
Trident Corporate Services   January 1996 - February 2005

Skills
Hedge Funds, Private Equity, Alternative Investments, Investments, Fund Of Funds, Equities, Fund Administration, Banking, Asset Managment, Capital Markets, Financial Services, Financial Markets, Investment Banking, Global Custody, Derivatives, Fixed Income, Fund Accounting, Prime Brokerage, Mutual Funds, Securities, Asset Management, Series 7

Education
Bryant University   1987 — 1991
BSBA, Hotel/Institutional Management

EL Vandermeulen   1983 — 1987

EL Vandermeulen

Mu Xu Mu Xu Greater New York City Area Details
Mu Xu's Conifer Financial Services Experience June 2014 - July 2015
Job VP Global Operations at Enfusion, LLC
Industry Financial Services
Experience
Enfusion, LLC   July 2015 - Present
Conifer Financial Services   June 2014 - July 2015
Vastardis Capital Services  October 2013 - May 2014
US BANCORP FUND SERVICES  July 2007 - October 2013

Skills
Business Analysis, Bloomberg, Risk Management, Equities, Asset Management, Hedge Funds, Portfolio Management, Credit Risk, Derivatives, Investment Banking, Capital Markets, Investments, Securities, Fixed Income, Alternative Investments, Financial Analysis, Middle Office, Mutual Funds, Valuation, Financial Modeling, Financial Services, Accounting, Finance, Due Diligence, Private Equity, Management, Banking

Education
Rutgers Business School   2003 — 2007
BS Finance, Finance

Rutgers, The State University of New Jersey-New Brunswick   2003 — 2007
Bachelor's Degree, Finance

Ari Herman, CPA Ari Herman, CPA Greater New York City Area Details
Ari Herman, CPA's Conifer Financial Services Experience August 2013 - June 2014
Job Vice President / Controller at Solera Capital
Industry Accounting
Experience
Solera Capital  June 2014 - Present
Conifer Financial Services   August 2013 - June 2014
Black Diamond  August 2012 - March 2013
Grassi & Co.   February 2012 - August 2012
PricewaterhouseCoopers  January 2006 - December 2011
Young Israel of Kew Gardens Hills   September 1996 - June 2011

Skills
Financial Reporting, Accounting, Auditing, Financial Accounting, Tax Preparation, Private Equity, Hedge Funds, Waterfalls, GAAP, SEC filings, Tax, Financial Analysis, Internal Controls, CPA, Financial Modeling, QuickBooks, Financial Statements, Assurance, External Audit, Sarbanes-Oxley Act, Due Diligence, Account Reconciliation, Tax Accounting, General Ledger, Corporate Tax, Internal Audit, SEC Filings

Education
City University of New York-Queens College   2002 — 2005
Bachelor of Science (B.S.), Accounting and Finance

Mivaresert   2001 — 2003

Kevin Norelli Kevin Norelli Greater New York City Area Details
Kevin Norelli's Conifer Financial Services Experience June 2014 - September 2015
Job Investor Relations at Eton Park
Industry Financial Services
Experience
Eton Park  September 2015 - Present
Conifer Financial Services   June 2014 - September 2015
Vastardis Capital Services  October 2012 - June 2014
BNY Mellon  August 2010 - October 2012
Nordstrom  May 2009 - August 2009

Skills
Client Service, Internet, Communication, Teamwork, Team Building, Excel, Word, PowerPoint, Investran, Apple, Public Speaking, Event Planning, Fast Learner, Microsoft Excel, PeopleSoft, Private Equity, Microsoft Word, Securities, Recruiting, Hedge Funds, Leadership, Human Resources, Financial Services, Alternative Investments, Fund Of Funds, Fund Administration, Vlookup

Education
Marist College   2006 — 2010
Bachelor of Science, Business Administration

Wolfgang Giesecke Wolfgang Giesecke San Francisco Bay Area Details
Wolfgang Giesecke's Conifer Financial Services Experience May 2014 - Present
Job Managing Director, Conifer Financial Services LLC
Industry Financial Services
Experience
Conifer Financial Services   May 2014 - Present
Vastardis Capital Services  June 2004 - April 2014
Goldman Sachs  November 2001 - June 2004
PricewaterhouseCoopers LLP  June 1999 - November 2001
Cornick Garber & Sandler LLP  1997 - 1999

Skills
Private Equity, Hedge Funds, Finance, Financial Reporting, Accounting, Tax, Emerging Markets, CPA, Management, Financial Modeling, Alternative Investments, Equities, Fixed Income, Financial Analysis, Bloomberg

Education
New York University - Leonard N. Stern School of Business   2001 — 2004
MBA, Finance

Michigan State University   1995 — 1996
Bachelor of Arts (B.A.), Accounting

Jarod Riley Jarod Riley Greater New York City Area Details
Jarod Riley's Conifer Financial Services Experience July 2013 - Present
Job Vice President at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services   July 2013 - Present
Protege Partners  February 2008 - November 2012
Asset Alliance Corporation and Hedge Harbor   2002 - 2008
PricewaterhouseCoopers  1997 - 2002

Skills
Fund Of Funds, Hedge Funds, Fund Accounting, Alternative Investments, Private Equity, Fund Administration, Equities, Operational Due..., Asset Management, Bloomberg, Investor Relations, Valuation, Derivatives, Fixed Income, Investments, Due Diligence, Investment Management, SEC filings, Capital Markets, Options, Financial Modeling

Education
Pace University   1992 — 1997
Bachelor of Business Administration (BBA), Accounting, 3.3

Pace University   1992 — 1996
Master of Business Administration (MBA), Accounting, 3.3

Dominic Lau Dominic Lau San Francisco Bay Area Details
Dominic Lau's Conifer Financial Services Experience August 2007 - July 2013
Job Technologist at InvestCloud LLC
Industry Information Technology and Services
Experience
InvestCloud, Inc.   July 2013 - Present
Conifer Financial Services   August 2007 - July 2013
Direct SF   2000 - 2008
Single Point of Contact  January 2002 - August 2006
iLux   2000 - 2001
United Defense  September 1999 - May 2000

Skills
Disaster Recovery, Data Center, Cloud Computing, Microsoft SQL Server, IT Management, Windows, SQL, Project Management, Vendor Management, Software Documentation, Virtualization, VMware, WINS, Active Directory, Cisco Technologies, Enterprise Architecture, Microsoft Exchange, Infrastructure, Backup Exec, Integration, Visio, Networking, Business Analysis, Databases, Hedge Funds

Education
San Jose State University
BS, Mechanical Engineering

Courtney Kumm Courtney Kumm Greater New York City Area Details
Courtney Kumm's Conifer Financial Services Experience August 2013 - Present
Job Operations Associate at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services   August 2013 - Present
BNY Mellon  February 2011 - August 2013
BNY Mellon  November 2009 - February 2011
Bank of New York Mellon  May 2008 - August 2008

Skills
Bloomberg, Equities, Fixed Income, Options, FX Options, Valuation, Hedge Funds, Alternative Investments, CDS, Derivatives, Mutual Funds, Financial Services

Education
James Madison University   2005 — 2009
B.B.A., finance

Apicius Culinary Institute   2008 — 2008
Food and Wine

Jia Hua (Enny) Wu Jia Hua (Enny) Wu Brooklyn, New York Details
Jia Hua (Enny) Wu's Conifer Financial Services Experience January 2013 - May 2015
Job Regulatory Reporting at National Grid
Industry Utilities
Experience
National Grid  May 2015 - Present
Conifer Financial Services   January 2013 - May 2015
BNY Mellon  August 2011 - December 2012
Baruch College  June 2008 - June 2011
Goldman Sachs - Hedge Fund Strategies Tax   February 2010 - May 2011
Sumitomo Mitsui Banking Corporation - Capital Markets   July 2009 - February 2010

Skills
Accounting, Tax, Financial Statements, Bank Reconciliation, Microsoft Office, Variance Analysis, Account Reconciliation, Bookkeeping, Fund Accounting, Tax Preparation, Partnership Taxation, Tax Research, Tax Returns, Income Tax, Corporate Tax, Financial Reporting, State Tax, Financial Analysis

Education
City University of New York-Baruch College - Zicklin School of Business   2007 — 2011
Bachelor, Accounting

Rosemary Gilchrist Rosemary Gilchrist Greater New York City Area Details
Rosemary Gilchrist's Conifer Financial Services Experience January 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Conifer Financial Services   January 2010 - Present
MAXAM Capital Management   2005 - 2009
Tremont Capital   1994 - 2005
RiverBank  1987 - 1994
Chase  1985 - 1987

Skills
Fixed Income, Equities, Hedge Funds, Alternative Investments, Bloomberg, Financial Modeling, Investments, Series 7, Securities, Fund Of Funds, Capital Markets, Derivatives, Asset Management, Fund Accounting, Mutual Funds

Education
Fordham University   1981 — 1985
BS, Accounting

CCHS

CCHS

Monica J. Monica J. San Francisco Bay Area Details
Monica J.'s Conifer Financial Services Experience 2010 - 2011
Job Accounts Payable / Accounting Professional
Industry Accounting
Experience
UniversityNow, Inc.   2013 - 2014
Recurrent Energy  2012 - 2012
Conifer Financial Services   2010 - 2011
Thomas Weisel Partners  2007 - 2010
Braden Partners (Pacific Pulmonary Services/ResponseLink)   2005 - 2007

Skills
Accounts Payable, Fixed Assets, Accounting, Microsoft Excel, Outlook, Accounts Receivable, Accruals, Journal Entries, System Administration, Concur, Oracle, T&E, Purchase Orders, Zuora, 1099 Preparation, Expense Reports, Invoice Processing, Online Payment, Chargebacks, Adjustments, Refunds, General Ledger, Account Reconciliation, Auditing, QuickBooks

Education
Sonoma State University   2001 — 2005
Bachelor’s Degree, Business, Accounting

Sharron Zhao Sharron Zhao San Francisco Bay Area Details
Sharron Zhao's Conifer Financial Services Experience 2014 - Present
Job Vice President, Fund Accounting Manager
Industry Financial Services
Experience
Conifer Financial Services   2014 - Present
Osterweis Capital Management  2000 - 2013
RS Investments  1997 - 2000
Legg Mason  1996 - 1997

Skills
Hedge Funds, Equities, Fund Accounting, Fund Administration, Financial Reporting, Accounting, Bloomberg, Mutual Funds, Financial Analysis, Investment Operations, Reconciliations, Fixed Income, Internal Controls, Alternative Investments, Reconciliation, Asset Management, Valuation, Financial Accounting, Venture Capital

Education
La Salle University
Master of Business Administration (MBA)

Shanghai University of Finance and Economics

Daniel Saleman Daniel Saleman Greater New York City Area Details
Daniel Saleman's Conifer Financial Services Experience August 2013 - Present
Job Fund Accountant at Conifer Financial Services
Industry Investment Banking
Experience
Conifer Financial Services   August 2013 - Present
Brown Brothers Harriman  March 2012 - June 2013
Law Office of Deborah Ball   October 2011 - February 2012
UBS Wealth Management  June 2010 - August 2010

Skills
Economics, Financial Modeling, Microsoft Excel, PowerPoint, Equities, Financial Analysis, Investments, Investment Banking, Microsoft Office, Equity Research, Microsoft Word, Social Media, Research, Corporate Finance, Securities, Mergers & Acquisitions

Education
City University of New York-Queens College   2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, 3.747

Touro College   2007 — 2008

Christian Yonho Lee Christian Yonho Lee New York, New York Details
Christian Yonho Lee's Conifer Financial Services Experience May 2013 - Present
Job Vice President at Conifer Financial Services
Industry Banking
Experience
Conifer Financial Services   May 2013 - Present
GORI   July 2011 - Present
JPMorgan Chase  November 2010 - May 2013
Ernst & Young  October 2007 - October 2010

Skills
Accounting, Tax Accounting, Financial Analysis, Tax, Financial Reporting

Education
Binghamton University   2003 — 2007
Bachelor of Science, Accounting

Nik Rowlston Nik Rowlston Halifax, Canada Area Details
Nik Rowlston's Conifer Financial Services Experience June 2014 - Present
Job Director, Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services   June 2014 - Present
Intelligii Consulting Ltd.   2012 - Present
G X Consult Ltd   September 2012 - June 2014
Butterfield Fulcrum  2001 - 2012
Arthur Andersen  September 1997 - February 2001

Skills
Management Consulting, Compliance, Shared Services, Outsourcing, Accounting, Operational Risk..., Fund Services, Large Scale..., Small Business..., Entrepreneurship, Team Leadership, client relationship..., Project Management, CRM, Business Process, Financial Reporting, Hedge Funds, Financial Analysis, Investments, Fund Administration, Business Process..., Auditing, Valuation, Change Management, Risk Management, Financial Services, Leadership, Derivatives, Internal Audit, Analysis, Portfolio Management, Operational Risk, Mutual Funds, AML, Anti Money Laundering

Education
Institute of Chartered Accountants in England and Wales   1997 — 2000
CA (UK), Accounting

University of Nottingham   1993 — 1997
Masters, Mechanical Engineering

Vladimir Soriano Vladimir Soriano Greater New York City Area Details
Vladimir Soriano's Conifer Financial Services Experience June 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Conifer Financial Services   June 2011 - Present
1861 Capital Management   September 2006 - December 2010
Citi Hedge Fund Services  August 2004 - August 2006
Investors Group  July 2002 - July 2004

Skills
Fund Accounting, Financial Accounting, Leadership, Project Management, Financial Analysis, Account Management, Bloomberg, Microsoft Office, Data Conversion, Hedge Funds, Mutual Funds, Finance, Equities, Fixed Income, Financial Services, Accounting, Investments

Education
University of Manitoba   1998 — 2002
Bachelor of Commerce, Finance & International Business

University of Manitoba   1994 — 1998
Bachelor of Science, Microbiology

Chien-Na Lai Chien-Na Lai Greater New York City Area Details
Chien-Na Lai's Conifer Financial Services Experience 2013 - Present
Job Assistant Vice President at Vastardis Capital Services
Industry Financial Services
Experience
Conifer Financial Services   2013 - Present
Citi  October 2007 - 2013
Koger Inc  2005 - 2007
Namm Singer, Inc.   2001 - 2005

Skills
Recon Plus, Trading Systems, Account Reconciliation, Hedge Funds, Private Equity, Alternative Investments, Project Management, Back Office, User Acceptance Testing, Business Analysis, Derivatives, Equities, Securities, Fund Accounting, Trading, SDLC

Education
Rutgers University   2007 — 2007
Mini-MBA

New York University   1999 — 2001
Master of Science (M.S.), Information Systems Engineering

Pace University   1998 — 1999
Master of Science (M.S.), Computer Science

Caldwell University   1994 — 1998
Bachelor of Science (B.S.), Business Administration

Caldwell University   1994 — 1998
Bachelor of Science (B.S.), Computer Information Systems

Peter Coussa Peter Coussa Greater New York City Area Details
Peter Coussa's Conifer Financial Services Experience June 2013 - Present
Job Associate at Conifer Financial Services
Industry Accounting
Experience
Conifer Financial Services   June 2013 - Present

Education
Marquette University   2009 — 2013
Bachelor of Science in Business Administration, Accounting

Chloe (Hyunjin) Chung Chloe (Hyunjin) Chung New York, New York Details
Chloe (Hyunjin) Chung's Conifer Financial Services Experience October 2014 - Present
Job Investor Relations Analyst at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services   October 2014 - Present
Conifer Financial Services   July 2013 - September 2014
Merrill Lynch  October 2012 - December 2012
FilmNation Entertainment LLC  July 2012 - September 2012

Skills
Microsoft Office, Financial Analysis, Bloomberg Terminal, Financial Modeling, Valuation, Economics, Data Analysis, Stata, Econometrics

Education
City University of New York-Baruch College   2009 — 2013
Bachelor of Business Administration (BBA), Finance

Berlin School of Economics and Law   2011 — 2012
Exchange Program, Economics

Maria Huang Maria Huang Greater New York City Area Details
Maria Huang's Conifer Financial Services Experience June 2014 - Present
Job Client Management at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services   June 2014 - Present

Education
Baruch College   2012 — 2014
Bachelor of Business Administration (BBA), Finance and Investments, Communication Studies

State University of New York College at Geneseo   2011 — 2012
Business Administration, Communication Studies

Brooklyn Technical High School   2006 — 2010
Advanced Regents Diploma, International Arts and Science

Max Mettelman Max Mettelman Pelham, New York Details
Max Mettelman's Conifer Financial Services Experience May 2012 - August 2012
Job Research Analyst at The Denali Group
Industry Financial Services
Experience
The Denali Group   May 2015 - Present
Gordian Compliance Solutions, LLC  May 2014 - September 2014
Conifer Financial Services   May 2012 - August 2012

Skills
EDGAR, Statistical Modeling, Bloomberg Terminal, Oracle, Microsoft Office, Research, Executive Search, Encore, Customer Service, Management, Due Diligence, Analysis

Education
Trinity College-Hartford   2011 — 2015
Bachelor of Arts (B.A.), Economics & Political Science

American University in Dubai   2013 — 2013
Financial Mathematics, International Relations

Trinity College in Rome, Italy   2013 — 2013
Summer Economics program in Debt, Deficits and Defaults, Economics