Conifer Securities
Conifer Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Conifer Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Conifer Securities Salaries. You can even request information on how much does Conifer Securities pay if you want to. Learn about salaries, pros and cons of working for Conifer Securities directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
50 Conifer Securities employees in database. Find out everything there's to know about Conifer Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Conifer Securities Employees
Employee
Years
Job
Industry
Luis H Galindo Luis H Galindo's Conifer Securities Experience March 2014 - March 2015
Job Manager, Software and Applications at Abacus Group
Industry Financial Services
Experience
Abacus Group March 2015 - Present
Conifer Securities March 2014 - March 2015
Freelance January 2013 - December 2013
Eze Castle Software September 2009 - January 2013
Eze Software Group August 2007 - September 2009
Eze Software Group May 2004 - August 2007
Eze Software Group November 2003 - May 2004
Skills
Hedge Funds, Electronic Trading, Equities, Trading Systems, SQL, Microsoft Office, Microsoft SQL Server, Trade Compliance, Release Management, Software Development, Project Management, Account Management, Consulting, Databases, Business Analysis, Trading, Team Management, WordPress, Advanced CSS, Web Development, Web Services, Integration, Analytics, Web Analytics, Web Design, Software Project..., Bloomberg
Education
Boston College 1999 — 2003
Bachelor of Arts (B.A.), History
Abacus Group March 2015 - Present
Conifer Securities March 2014 - March 2015
Freelance January 2013 - December 2013
Eze Castle Software September 2009 - January 2013
Eze Software Group August 2007 - September 2009
Eze Software Group May 2004 - August 2007
Eze Software Group November 2003 - May 2004
Skills
Hedge Funds, Electronic Trading, Equities, Trading Systems, SQL, Microsoft Office, Microsoft SQL Server, Trade Compliance, Release Management, Software Development, Project Management, Account Management, Consulting, Databases, Business Analysis, Trading, Team Management, WordPress, Advanced CSS, Web Development, Web Services, Integration, Analytics, Web Analytics, Web Design, Software Project..., Bloomberg
Education
Boston College 1999 — 2003
Bachelor of Arts (B.A.), History
Steven Varghese Steven Varghese's Conifer Securities Experience 2008 - 2010
Job Director of Business Development at Toro Media LLC
Industry Internet
Experience
Toro Media LLC 2014 - Present
Progress Foundation 2012 - Present
Rainforest Action Network 2010 - 2011
Conifer Securities 2008 - 2010
J.P. Morgan 2005 - 2007
Education
University of Houston 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Toro Media LLC 2014 - Present
Progress Foundation 2012 - Present
Rainforest Action Network 2010 - 2011
Conifer Securities 2008 - 2010
J.P. Morgan 2005 - 2007
Education
University of Houston 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Lisa (Daugherty) Matthews's Conifer Securities Experience September 2008 - May 2010
Job Destination Sales Executive
Industry Hospitality
Experience
Marriott International December 2013 - Present
Marriott International June 2013 - December 2013
Texas Western Hospitality July 2011 - January 2013
Windsor Communities August 2010 - January 2011
Conifer Securities September 2008 - May 2010
Insight Global February 2007 - September 2008
Association Management Solutions (OIF) 2005 - 2007
Skills
Sales, Marketing, Management, New Business Development, Hospitality Management
Education
University of California, Santa Barbara 2001 — 2005
Bachelors of Arts, Sociology, African American Studies
Marriott International December 2013 - Present
Marriott International June 2013 - December 2013
Texas Western Hospitality July 2011 - January 2013
Windsor Communities August 2010 - January 2011
Conifer Securities September 2008 - May 2010
Insight Global February 2007 - September 2008
Association Management Solutions (OIF) 2005 - 2007
Skills
Sales, Marketing, Management, New Business Development, Hospitality Management
Education
University of California, Santa Barbara 2001 — 2005
Bachelors of Arts, Sociology, African American Studies
Sean Streiff Sean Streiff's Conifer Securities Experience March 2001 - July 2001
Job Economist at Econometrica, Inc.
Industry Public Policy
Experience
Econometrica, Inc. April 2015 - Present
Public Citizen May 2014 - March 2015
American University, School of Public Affairs September 2011 - May 2013
Office of Revenue Analysis (OCFO), Government of the District of Columbia June 2012 - December 2012
American University, School of Public Affairs November 2011 - May 2012
Public Citizen August 2011 - December 2011
San Francisco Tenants Union May 2008 - August 2010
Red Vic Movie House July 2001 - August 2010
Conifer Securities March 2001 - July 2001
Zero Gravity Technologies August 2000 - December 2000
Skills
Policy Analysis, Policy, Public Policy, Stata, Research, Editing, Data Analysis, Statistics, Quantitative Research, Qualitative Research, Problem Solving, Energy, Econometrics, SAS, SAS programming, R, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, PowerPoint, Analysis, Public Speaking, Proofreading
Education
American University
Master of Public Policy (MPP), Advanced Policy Analysis, 3.72
Cornell University
BS, Mechanical Engineering
Econometrica, Inc. April 2015 - Present
Public Citizen May 2014 - March 2015
American University, School of Public Affairs September 2011 - May 2013
Office of Revenue Analysis (OCFO), Government of the District of Columbia June 2012 - December 2012
American University, School of Public Affairs November 2011 - May 2012
Public Citizen August 2011 - December 2011
San Francisco Tenants Union May 2008 - August 2010
Red Vic Movie House July 2001 - August 2010
Conifer Securities March 2001 - July 2001
Zero Gravity Technologies August 2000 - December 2000
Skills
Policy Analysis, Policy, Public Policy, Stata, Research, Editing, Data Analysis, Statistics, Quantitative Research, Qualitative Research, Problem Solving, Energy, Econometrics, SAS, SAS programming, R, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, PowerPoint, Analysis, Public Speaking, Proofreading
Education
American University
Master of Public Policy (MPP), Advanced Policy Analysis, 3.72
Cornell University
BS, Mechanical Engineering
Bill Shaw's Conifer Securities Experience April 2009 - December 2009
Job Managing Director at LoHi MB
Industry Investment Banking
Experience
Lohi MB January 2014 - Present
Directors Invitational Ski Classic 1984 - Present
Ink Group April 2013 - December 2013
http://helptone.com August 2011 - September 2012
TiE.org February 2011 - March 2012
Peninsula Bridge January 2007 - January 2012
Radius Capital Group, LLC May 2011 - November 2011
independent January 2010 - February 2011
Conifer Securities April 2009 - December 2009
Nasdaq Stock Market January 2003 - October 2008
Skills
New Business Development, Sales Operations, Corporate Events, Banking, Event Management, Corporate Finance, Investment Banking, Hedge Funds, Strategic Planning, Strategy, Business Development, Capital Markets, Strategic Partnerships, CRM, Business Strategy, Mergers & Acquisitions, Entrepreneurship, Lead Generation, Fundraising, Financial Analysis, Management, Private Equity, Due Diligence, Venture Capital, Leadership, Product Marketing, Sales, Start-ups, Corporate Development, Portfolio Management, Investments, Analytics, Risk Management, Executive Management, Finance, Financial Services, Valuation, Marketing, Business Planning, Budgets, Integrated Marketing, Management Consulting, Consulting, Financial Modeling, Competitive Analysis, Emerging Markets, M&A experience, Asset Management, Investor Relations, IPO
Education
Stanford University Law School 2008 — 2008
Directors College 2008 Executive Education Program, Business/Corporate Communications
University of Wyoming 1975 — 1976
Business Management
Boise State University 1974 — 1977
Architecture/Engineering & Business
Lohi MB January 2014 - Present
Directors Invitational Ski Classic 1984 - Present
Ink Group April 2013 - December 2013
http://helptone.com August 2011 - September 2012
TiE.org February 2011 - March 2012
Peninsula Bridge January 2007 - January 2012
Radius Capital Group, LLC May 2011 - November 2011
independent January 2010 - February 2011
Conifer Securities April 2009 - December 2009
Nasdaq Stock Market January 2003 - October 2008
Skills
New Business Development, Sales Operations, Corporate Events, Banking, Event Management, Corporate Finance, Investment Banking, Hedge Funds, Strategic Planning, Strategy, Business Development, Capital Markets, Strategic Partnerships, CRM, Business Strategy, Mergers & Acquisitions, Entrepreneurship, Lead Generation, Fundraising, Financial Analysis, Management, Private Equity, Due Diligence, Venture Capital, Leadership, Product Marketing, Sales, Start-ups, Corporate Development, Portfolio Management, Investments, Analytics, Risk Management, Executive Management, Finance, Financial Services, Valuation, Marketing, Business Planning, Budgets, Integrated Marketing, Management Consulting, Consulting, Financial Modeling, Competitive Analysis, Emerging Markets, M&A experience, Asset Management, Investor Relations, IPO
Education
Stanford University Law School 2008 — 2008
Directors College 2008 Executive Education Program, Business/Corporate Communications
University of Wyoming 1975 — 1976
Business Management
Boise State University 1974 — 1977
Architecture/Engineering & Business
Howard Sackson Howard Sackson's Conifer Securities Experience April 2008 - September 2009
Job
Industry Financial Services
Experience
First California Mortgage Company June 2013 - Present
Startup Consulting September 2009 - June 2013
First Republic Bank April 2010 - May 2012
Conifer Securities April 2008 - September 2009
Fisher Investments June 2005 - April 2008
Thomas Weisel Partners January 2002 - June 2005
Charles Schwab & co. 2000 - 2001
Senterprise, Inc. 2000 - 2000
Everything-Commerce.com 2000 - 2000
Senterprise 2000 - 2000
Skills
Team Leadership, Strategic Planning, Enterprise Architecture, IT Management, IT Strategy, Vendor Management, Data Center, Integration, Program Management, Disaster Recovery, Business Analysis, Investment Banking, Cloud Computing, PMO, Security, Management, PMP, Mobile Infrastructure, Mobile Technology, Product Management, Executive Management, Business Process..., Customer Relations, Business Strategy, Outsourcing, SaaS, Business Continuity, Asset Management, Process Engineering, Business Management, Start-ups, Change Management, IT Operations, Software Project..., Software Development, Team Management, Web Applications, Management Consulting, Agile, Product Development, Process Improvement, CRM, Enterprise Software, ERP, E-commerce, Consulting, Telecommunications, Information Technology
Education
University of Minnesota 1986 — 1988
MBA, Management Information Systems
Pace University 1981 — 1985
BS, Computer Science
First California Mortgage Company June 2013 - Present
Startup Consulting September 2009 - June 2013
First Republic Bank April 2010 - May 2012
Conifer Securities April 2008 - September 2009
Fisher Investments June 2005 - April 2008
Thomas Weisel Partners January 2002 - June 2005
Charles Schwab & co. 2000 - 2001
Senterprise, Inc. 2000 - 2000
Everything-Commerce.com 2000 - 2000
Senterprise 2000 - 2000
Skills
Team Leadership, Strategic Planning, Enterprise Architecture, IT Management, IT Strategy, Vendor Management, Data Center, Integration, Program Management, Disaster Recovery, Business Analysis, Investment Banking, Cloud Computing, PMO, Security, Management, PMP, Mobile Infrastructure, Mobile Technology, Product Management, Executive Management, Business Process..., Customer Relations, Business Strategy, Outsourcing, SaaS, Business Continuity, Asset Management, Process Engineering, Business Management, Start-ups, Change Management, IT Operations, Software Project..., Software Development, Team Management, Web Applications, Management Consulting, Agile, Product Development, Process Improvement, CRM, Enterprise Software, ERP, E-commerce, Consulting, Telecommunications, Information Technology
Education
University of Minnesota 1986 — 1988
MBA, Management Information Systems
Pace University 1981 — 1985
BS, Computer Science
John Jaravata's Conifer Securities Experience January 2011 - May 2012
Job Director Kennicott Capital Management, LLC
Industry Investment Management
Experience
Kennicott Capital Management, LLC August 2015 - Present
Private Ocean Wealth Management April 2013 - July 2015
YBR Financial May 2012 - April 2013
Conifer Securities January 2011 - May 2012
D. E. Shaw & Co. January 2010 - January 2011
Indus Capital Partners, LLC December 2007 - May 2009
J.P. Morgan Securities March 2006 - December 2007
Skills
Equities, Equity Derivatives, Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Options, Investments, Securities, Mutual Funds, Asset Management
Education
Lehigh University 2001 — 2005
Ranney School
Kennicott Capital Management, LLC August 2015 - Present
Private Ocean Wealth Management April 2013 - July 2015
YBR Financial May 2012 - April 2013
Conifer Securities January 2011 - May 2012
D. E. Shaw & Co. January 2010 - January 2011
Indus Capital Partners, LLC December 2007 - May 2009
J.P. Morgan Securities March 2006 - December 2007
Skills
Equities, Equity Derivatives, Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Options, Investments, Securities, Mutual Funds, Asset Management
Education
Lehigh University 2001 — 2005
Ranney School
Stayson Varghese Stayson Varghese's Conifer Securities Experience 2008 - 2009
Job Mental Health Rehabilitation Professional and Nonprofit Accounting
Industry Mental Health Care
Experience
Rainforest Action Network July 2014 - Present
Progress Foundation July 2012 - Present
Edgewood Center for Children and Families November 2013 - December 2014
Progress Foundation July 2011 - June 2012
Rainforest Action Network September 2010 - January 2011
Conifer Securities 2008 - 2009
JP Morgan Chase January 2006 - August 2007
Bank of New York Mellon January 2006 - August 2007
Skills
Microsoft Office, Microsoft Excel, Community Outreach, Event Planning, Research, Case Managment, Microsoft Word, Program Development, Customer Service, Social Media, PowerPoint, Nonprofits, Fundraising, Mental Health Counseling, Public Speaking, Volunteer Management, Leadership, Analysis, Data Analysis, Case Management
Education
University of Houston, C.T. Bauer College of Business 2000 — 2005
BBA, Finance, Accounting, Spanish
North Shore High School 1996 — 2000
Rainforest Action Network July 2014 - Present
Progress Foundation July 2012 - Present
Edgewood Center for Children and Families November 2013 - December 2014
Progress Foundation July 2011 - June 2012
Rainforest Action Network September 2010 - January 2011
Conifer Securities 2008 - 2009
JP Morgan Chase January 2006 - August 2007
Bank of New York Mellon January 2006 - August 2007
Skills
Microsoft Office, Microsoft Excel, Community Outreach, Event Planning, Research, Case Managment, Microsoft Word, Program Development, Customer Service, Social Media, PowerPoint, Nonprofits, Fundraising, Mental Health Counseling, Public Speaking, Volunteer Management, Leadership, Analysis, Data Analysis, Case Management
Education
University of Houston, C.T. Bauer College of Business 2000 — 2005
BBA, Finance, Accounting, Spanish
North Shore High School 1996 — 2000
Ivan Lamont Ivan Lamont's Conifer Securities Experience December 2000 - March 2003
Job Chief Technology Officer at GoCar
Industry Financial Services
Experience
BTIG March 2007 - Present
GoCar April 2004 - Present
Advent Software November 2004 - March 2007
Conifer Securities December 2000 - March 2003
BancBoston Robertson Stephens 1998 - 2000
A3 Solutions 1996 - 1998
Visa 1994 - 1996
JRIA 1992 - 1994
Rothschild 1992 - 1994
J Rothschild 1992 - 1994
Skills
.NET, Microsoft SQL Server, C#, Software Development, Integration, Agile Methodologies, Database Design, Databases, Mobile Applications, SQL, XML, Web Services, T-SQL, Windows, SOA, Business Analysis, Web Applications, Visual Basic, Analysis, SSRS, Series 63, SSIS, VB.NET, Architecture, IIS, Enterprise Architecture, Series 7, SDLC, Software Project..., .NET Compact Framework, C++, Programming, Disaster Recovery, Architectures, SQL Server, GPS, Geneva, Commercial Pilot, series 55, Android Development, JavaSE, JavaScript, Core Java, ASP.NET MVC, Ruby, Speech Recognition, SQLite, Amazon Web Services...
Education
Trinity College Dublin 1986 — 1991
BSc, Computer Science
The High School 1980 — 1986
BTIG March 2007 - Present
GoCar April 2004 - Present
Advent Software November 2004 - March 2007
Conifer Securities December 2000 - March 2003
BancBoston Robertson Stephens 1998 - 2000
A3 Solutions 1996 - 1998
Visa 1994 - 1996
JRIA 1992 - 1994
Rothschild 1992 - 1994
J Rothschild 1992 - 1994
Skills
.NET, Microsoft SQL Server, C#, Software Development, Integration, Agile Methodologies, Database Design, Databases, Mobile Applications, SQL, XML, Web Services, T-SQL, Windows, SOA, Business Analysis, Web Applications, Visual Basic, Analysis, SSRS, Series 63, SSIS, VB.NET, Architecture, IIS, Enterprise Architecture, Series 7, SDLC, Software Project..., .NET Compact Framework, C++, Programming, Disaster Recovery, Architectures, SQL Server, GPS, Geneva, Commercial Pilot, series 55, Android Development, JavaSE, JavaScript, Core Java, ASP.NET MVC, Ruby, Speech Recognition, SQLite, Amazon Web Services...
Education
Trinity College Dublin 1986 — 1991
BSc, Computer Science
The High School 1980 — 1986
Ronald Bonifacio Ronald Bonifacio's Conifer Securities Experience December 2012 - May 2013
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2015 - Present
ISF Management LLC May 2013 - March 2015
Conifer Securities December 2012 - May 2013
UBS Securities January 2005 - May 2011
UBS Securities LLC May 1995 - May 2011
UBS 1995 - 2011
UBS Securities January 2002 - January 2005
UBS Securities January 1997 - January 2002
Oppenheimer Capital June 1992 - May 1995
Skills
Series 7, Series 63, Prime Brokerage, Fixed Income, Securities, Middle Office, Equities, Mutual Funds, Bloomberg, Series 24, Hedge Funds, Derivatives, FINRA, Securities Lending, Bonds
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1988 — 1992
BBA, Accounting
Wells Fargo Securities March 2015 - Present
ISF Management LLC May 2013 - March 2015
Conifer Securities December 2012 - May 2013
UBS Securities January 2005 - May 2011
UBS Securities LLC May 1995 - May 2011
UBS 1995 - 2011
UBS Securities January 2002 - January 2005
UBS Securities January 1997 - January 2002
Oppenheimer Capital June 1992 - May 1995
Skills
Series 7, Series 63, Prime Brokerage, Fixed Income, Securities, Middle Office, Equities, Mutual Funds, Bloomberg, Series 24, Hedge Funds, Derivatives, FINRA, Securities Lending, Bonds
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1988 — 1992
BBA, Accounting
James Hsia's Conifer Securities Experience July 2007 - June 2011
Job
Industry Investment Management
Experience
Mubadala Development Company July 2011 - August 2014
Conifer Securities July 2007 - June 2011
Palo Alto Investors September 2004 - January 2007
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Asset Managment, CRM, Private Equity, Investments, Equities, Bloomberg, Derivatives, Asset Management, Capital Markets, Financial Analysis, FX Options, Investment Banking, Securities, Management, Valuation, Mutual Funds, Equity Valuation, Series 63, Risk Management, Fixed Income
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.)
Mubadala Development Company July 2011 - August 2014
Conifer Securities July 2007 - June 2011
Palo Alto Investors September 2004 - January 2007
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Asset Managment, CRM, Private Equity, Investments, Equities, Bloomberg, Derivatives, Asset Management, Capital Markets, Financial Analysis, FX Options, Investment Banking, Securities, Management, Valuation, Mutual Funds, Equity Valuation, Series 63, Risk Management, Fixed Income
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.)
Theresa Beleson's Conifer Securities Experience January 2004 - January 2006
Job Executive Assistant at Passport Capital
Industry Investment Management
Experience
Passport Capital December 2013 - Present
Kadmon Pharmaceuticals, LLC April 2011 - November 2011
Transpera Inc. (Acquired by Tremor Media) September 2010 - March 2011
SF Smart Reform - Yes! on Prop B August 2010 - November 2010
Rocky Mountain Del (a Mordini Watters Company) March 2009 - September 2009
Summit Oil Field Services (a Mordini Watters Company) October 2008 - September 2009
Cameron Ebel Teens Against Violence October 2008 - September 2009
Conifer Securities January 2004 - January 2006
Secret Flower Garden May 2003 - December 2003
Education
University of Denver - Daniels College of Business
Passport Capital December 2013 - Present
Kadmon Pharmaceuticals, LLC April 2011 - November 2011
Transpera Inc. (Acquired by Tremor Media) September 2010 - March 2011
SF Smart Reform - Yes! on Prop B August 2010 - November 2010
Rocky Mountain Del (a Mordini Watters Company) March 2009 - September 2009
Summit Oil Field Services (a Mordini Watters Company) October 2008 - September 2009
Cameron Ebel Teens Against Violence October 2008 - September 2009
Conifer Securities January 2004 - January 2006
Secret Flower Garden May 2003 - December 2003
Education
University of Denver - Daniels College of Business
Melissa Jane Ehmann Melissa Jane Ehmann's Conifer Securities Experience April 2009 - August 2013
Job Member at Ehmann& Company LLP
Industry Accounting
Experience
Ehmann& Company LLP August 2013 - Present
Conifer Securities April 2009 - August 2013
Morgan Stanley May 2007 - February 2009
Wellington Management January 2006 - May 2007
Sowood Capital Management March 2005 - January 2006
Morgan Stanley October 2003 - February 2005
PricewaterhouseCoopers October 1998 - September 2003
Dynamic Materials Corporation 1995 - 1997
Skills
Prime Brokerage, Hedge Funds, Middle Office, Fund Administration, Financial Services, Equities
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Masters of Science, Taxation
D'Amore-McKim School of Business at Northeastern University 1997 — 1998
MS / MBA, ACCOUNTING
Lafayette College 1991 — 1995
Ehmann& Company LLP August 2013 - Present
Conifer Securities April 2009 - August 2013
Morgan Stanley May 2007 - February 2009
Wellington Management January 2006 - May 2007
Sowood Capital Management March 2005 - January 2006
Morgan Stanley October 2003 - February 2005
PricewaterhouseCoopers October 1998 - September 2003
Dynamic Materials Corporation 1995 - 1997
Skills
Prime Brokerage, Hedge Funds, Middle Office, Fund Administration, Financial Services, Equities
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Masters of Science, Taxation
D'Amore-McKim School of Business at Northeastern University 1997 — 1998
MS / MBA, ACCOUNTING
Lafayette College 1991 — 1995
Shelley Hughes Chavez Shelley Hughes Chavez's Conifer Securities Experience December 2009 - October 2010
Job Senior Database Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Bank October 2010 - Present
Loyalty Lab (a TIBCO company) October 2011 - August 2012
Conifer Securities December 2009 - October 2010
Berkeley-East Bay Humane Society 2008 - 2010
Design Within Reach January 2009 - October 2009
American Academy of Ophthalmology November 2007 - July 2008
World Savings / Wachovia May 1999 - November 2007
Phototelesis 1996 - 1998
Skills
Database Design, ETL, MCTS - SQL Server, VB.NET, C#, Integrated Systems, Microsoft SQL Server, SharePoint, Business Analysis, Visio, SDLC, DB2, Process Improvement, Analysis, Integration, Databases, Microsoft Certified..., Oracle, SQL, T-SQL, Software Development, XML, Requirements Analysis, SSRS
Education
University of Houston
Wells Fargo Bank October 2010 - Present
Loyalty Lab (a TIBCO company) October 2011 - August 2012
Conifer Securities December 2009 - October 2010
Berkeley-East Bay Humane Society 2008 - 2010
Design Within Reach January 2009 - October 2009
American Academy of Ophthalmology November 2007 - July 2008
World Savings / Wachovia May 1999 - November 2007
Phototelesis 1996 - 1998
Skills
Database Design, ETL, MCTS - SQL Server, VB.NET, C#, Integrated Systems, Microsoft SQL Server, SharePoint, Business Analysis, Visio, SDLC, DB2, Process Improvement, Analysis, Integration, Databases, Microsoft Certified..., Oracle, SQL, T-SQL, Software Development, XML, Requirements Analysis, SSRS
Education
University of Houston
Frank Higgins Frank Higgins's Conifer Securities Experience October 2006 - November 2008
Job Snr Growth Manager at Segment
Industry Internet
Experience
Segment December 2014 - Present
Twilio, Inc. September 2012 - November 2014
pMDsoft March 2012 - August 2012
Doctorbase November 2008 - April 2012
Leadmarket October 2008 - April 2012
Conifer Securities October 2006 - November 2008
Dolby Laboratories October 2005 - October 2006
SS&C Technologies October 2003 - October 2005
Farallon Capital Management March 1997 - October 2003
Skills
Social Networking, SaaS, Social Media Marketing, Product Management, Web Development, Web Marketing, Cloud Computing, Project Management, Social Media, Start-ups, Software Development, Marketing, Google Analytics, Sales, Networking, Marketing Strategy, Entrepreneurship, Salesforce.com, SEO, E-commerce, Lead Generation, Strategic Partnerships, Email Marketing, Online Marketing, SEM, CRM, Online Advertising, Product Marketing, Web Analytics, Business Development, Mobile Devices, Competitive Analysis, Analytics, Strategy
Education
Waterford Institute of Technology 1987 — 1992
University of Essex
Bachelor's degree, Physical Optoelectronics
Segment December 2014 - Present
Twilio, Inc. September 2012 - November 2014
pMDsoft March 2012 - August 2012
Doctorbase November 2008 - April 2012
Leadmarket October 2008 - April 2012
Conifer Securities October 2006 - November 2008
Dolby Laboratories October 2005 - October 2006
SS&C Technologies October 2003 - October 2005
Farallon Capital Management March 1997 - October 2003
Skills
Social Networking, SaaS, Social Media Marketing, Product Management, Web Development, Web Marketing, Cloud Computing, Project Management, Social Media, Start-ups, Software Development, Marketing, Google Analytics, Sales, Networking, Marketing Strategy, Entrepreneurship, Salesforce.com, SEO, E-commerce, Lead Generation, Strategic Partnerships, Email Marketing, Online Marketing, SEM, CRM, Online Advertising, Product Marketing, Web Analytics, Business Development, Mobile Devices, Competitive Analysis, Analytics, Strategy
Education
Waterford Institute of Technology 1987 — 1992
University of Essex
Bachelor's degree, Physical Optoelectronics
Silvia George Malek Silvia George Malek's Conifer Securities Experience March 2010 - November 2011
Job Analyst/Client Service at Synergistix
Industry Financial Services
Experience
Synergistix June 2014 - Present
Citi February 2014 - June 2014
A Malek CPA January 2011 - January 2014
Conifer Securities March 2010 - November 2011
Morgan Stanley July 2000 - November 2008
M.D. Sass & Co. 1997 - 2000
Bankers Trust 1993 - 1997
Goldman Sachs 1993 - 1997
Deloitte 1989 - 1990
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Derivatives, Securities, Series 7, Bloomberg, Capital Markets, Financial Services, Equity Derivatives, Middle Office, Mutual Funds, Finance, Portfolio Management
Education
Fairleigh Dickinson University
B.S., Accounting
Fairleigh Dickinson University
Bachelor's degree, Accounting
Synergistix June 2014 - Present
Citi February 2014 - June 2014
A Malek CPA January 2011 - January 2014
Conifer Securities March 2010 - November 2011
Morgan Stanley July 2000 - November 2008
M.D. Sass & Co. 1997 - 2000
Bankers Trust 1993 - 1997
Goldman Sachs 1993 - 1997
Deloitte 1989 - 1990
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Derivatives, Securities, Series 7, Bloomberg, Capital Markets, Financial Services, Equity Derivatives, Middle Office, Mutual Funds, Finance, Portfolio Management
Education
Fairleigh Dickinson University
B.S., Accounting
Fairleigh Dickinson University
Bachelor's degree, Accounting
Spencer Bailey Spencer Bailey's Conifer Securities Experience June 2010 - August 2010
Job Professional Services Manager at InvestCloud LLC
Industry Information Technology and Services
Experience
InvestCloud LLC February 2012 - Present
Gilead Sciences October 2011 - February 2012
Syracuse University November 2008 - January 2012
Conifer Securities June 2010 - August 2010
White Plains City School District June 2007 - August 2009
Syracuse University February 2008 - June 2008
Coveleigh Club June 2006 - June 2007
Skills
Project Management, Customer Service, Technical Support, Resource Allocation, Time Management, Production Support, Problem Solving, HTML, Research, Security, PowerPoint, Management, SharePoint, Leadership, Software Documentation, Cloud Computing, Access, Microsoft Office, Help Desk Support, Microsoft SQL Server, Data Analysis, Business Intelligence, Microsoft Word, SQL, Networking, Visio, Troubleshooting, System Administration, Business Analysis
Education
Syracuse University 2007 — 2011
B.A., Information Management
City University of Hong Kong 2009 — 2009
Fall Semester Junior Year
WPHS
InvestCloud LLC February 2012 - Present
Gilead Sciences October 2011 - February 2012
Syracuse University November 2008 - January 2012
Conifer Securities June 2010 - August 2010
White Plains City School District June 2007 - August 2009
Syracuse University February 2008 - June 2008
Coveleigh Club June 2006 - June 2007
Skills
Project Management, Customer Service, Technical Support, Resource Allocation, Time Management, Production Support, Problem Solving, HTML, Research, Security, PowerPoint, Management, SharePoint, Leadership, Software Documentation, Cloud Computing, Access, Microsoft Office, Help Desk Support, Microsoft SQL Server, Data Analysis, Business Intelligence, Microsoft Word, SQL, Networking, Visio, Troubleshooting, System Administration, Business Analysis
Education
Syracuse University 2007 — 2011
B.A., Information Management
City University of Hong Kong 2009 — 2009
Fall Semester Junior Year
WPHS
Maggie Dolan's Conifer Securities Experience May 2010 - September 2012
Job
Industry Financial Services
Experience
Rosenblum Silverman Sutton Investment Counsel (RSSIC) December 2013 - Present
Conifer Securities May 2010 - September 2012
Catalina Partners July 2009 - August 2010
MTV Networks / mtvU 2006 - December 2008
Palo Alto Investors via HCA Associates, LLC February 2006 - October 2007
Dunlap Equity Management September 2005 - February 2006
Jessnick Capital Management February 2002 - March 2004
Bear Stearns April 1999 - February 2002
Donaldson, Lufkin & Jenrette May 1995 - April 1999
Lehman Brothers 1993 - 1997
Skills
Strategic Consulting, New Business Development, Operations Management, Interpersonal..., Problem Solving, Problem Analysis, Brand Architecture, Financial Analysis, Conflict Management, Conflict Resolution, Project Management, Manage Client..., Creative Writing, Staff Development, Technical Writing, Trading Systems, Trading, Marketing, Equities, Hedge Funds, Fund Administration, Portfolio Management, Series 7, Options, Fixed Income
Education
Bentley University 1987 — 1991
Rosenblum Silverman Sutton Investment Counsel (RSSIC) December 2013 - Present
Conifer Securities May 2010 - September 2012
Catalina Partners July 2009 - August 2010
MTV Networks / mtvU 2006 - December 2008
Palo Alto Investors via HCA Associates, LLC February 2006 - October 2007
Dunlap Equity Management September 2005 - February 2006
Jessnick Capital Management February 2002 - March 2004
Bear Stearns April 1999 - February 2002
Donaldson, Lufkin & Jenrette May 1995 - April 1999
Lehman Brothers 1993 - 1997
Skills
Strategic Consulting, New Business Development, Operations Management, Interpersonal..., Problem Solving, Problem Analysis, Brand Architecture, Financial Analysis, Conflict Management, Conflict Resolution, Project Management, Manage Client..., Creative Writing, Staff Development, Technical Writing, Trading Systems, Trading, Marketing, Equities, Hedge Funds, Fund Administration, Portfolio Management, Series 7, Options, Fixed Income
Education
Bentley University 1987 — 1991
Jeff Clark, CPA's Conifer Securities Experience May 2007 - September 2010
Job Controller at Agile Hedge Solutions, LLC
Industry Financial Services
Experience
Agile Hedge Solutions, LLC March 2015 - Present
Lateef Investment Management September 2013 - January 2015
Makena Capital March 2011 - September 2013
Conifer Securities May 2007 - September 2010
Citco Fund Services June 2005 - May 2007
Rothstein Kass June 2004 - May 2005
Ernst & Young 1997 - 1998
Skills
Finance, Due Diligence, Alternative Investments, Financial Statements, Fund Accounting, Fund Of Funds, Fund Administration, Hedge Funds, Investments, Portfolio Management, Valuation
Education
University of San Francisco - School of Management 2002 — 2003
MBA, Finance
University of Arizona 1993 — 1997
Bachelors of Science in Business Administration, Dual concentration in Finance and Accounting
Agile Hedge Solutions, LLC March 2015 - Present
Lateef Investment Management September 2013 - January 2015
Makena Capital March 2011 - September 2013
Conifer Securities May 2007 - September 2010
Citco Fund Services June 2005 - May 2007
Rothstein Kass June 2004 - May 2005
Ernst & Young 1997 - 1998
Skills
Finance, Due Diligence, Alternative Investments, Financial Statements, Fund Accounting, Fund Of Funds, Fund Administration, Hedge Funds, Investments, Portfolio Management, Valuation
Education
University of San Francisco - School of Management 2002 — 2003
MBA, Finance
University of Arizona 1993 — 1997
Bachelors of Science in Business Administration, Dual concentration in Finance and Accounting
Kathy Clark Kathy Clark's Conifer Securities Experience August 2009 - April 2011
Job Administrative Assistant at Magbitang Financial
Industry Insurance
Experience
Conifer Securities August 2009 - April 2011
Weatherization Department August 2009 - August 2009
Seiferts Floral February 2006 - November 2007
Jory's Flowers May 2007 - October 2007
Education
Diablo Valley College 2004 — 2006
English, Physics, ASL, Math, History
Conifer Securities August 2009 - April 2011
Weatherization Department August 2009 - August 2009
Seiferts Floral February 2006 - November 2007
Jory's Flowers May 2007 - October 2007
Education
Diablo Valley College 2004 — 2006
English, Physics, ASL, Math, History
Lauren Grass Lauren Grass's Conifer Securities Experience October 2005 - December 2009
Job Looking for Next Opportunity
Industry Retail
Experience
Gap Inc. August 2012 - September 2014
Telsey Advisory Group February 2012 - June 2012
The Frankel Group June 2011 - August 2011
Conifer Securities October 2005 - December 2009
Skills
Retail, Inventory Management, Financial Analysis, Inventory Planning, Pricing Strategy, Financial Forecasting, Equity Research Analysis, Market Analysis, Strategic Planning, Leadership, Business Strategy, Analysis, Equity Research
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (M.B.A.), Business
University of Virginia 2001 — 2005
BA, American Government
Gap Inc. August 2012 - September 2014
Telsey Advisory Group February 2012 - June 2012
The Frankel Group June 2011 - August 2011
Conifer Securities October 2005 - December 2009
Skills
Retail, Inventory Management, Financial Analysis, Inventory Planning, Pricing Strategy, Financial Forecasting, Equity Research Analysis, Market Analysis, Strategic Planning, Leadership, Business Strategy, Analysis, Equity Research
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (M.B.A.), Business
University of Virginia 2001 — 2005
BA, American Government
Elisabeth MacKnight Elisabeth MacKnight's Conifer Securities Experience February 2002 - May 2012
Job Financial Services and StartUp Consulting
Industry Financial Services
Experience
Financial Services and Start-Ups February 2015 - Present
Minard Capital LLC August 2014 - January 2015
Copernicus Capital Management LLC June 2013 - August 2014
Financial Services and Start-Ups October 2012 - May 2013
Conifer Securities February 2002 - May 2012
Scudder Weisel Capital LLC 2000 - 2001
WR Hambrecht + Co 1999 - 2000
Skills
Alternative Investments, Hedge Funds, Relationship Management, Due Diligence, New Business Development, Product Development, Operational Risk, Start-ups, Strategic Planning, Project Management, Cross-functional Team..., Marketing Communications, Business Development, Investments, Financial Services, Asset Management, Securities, Prime Brokerage, Risk Management, Private Equity, Trading, Investment Banking, Venture Capital, Equities
Education
Georgia Institute of Technology
Georgia State University
Bachelor of Arts (B.A.), English LIterature
University of Southern California
Financial Services and Start-Ups February 2015 - Present
Minard Capital LLC August 2014 - January 2015
Copernicus Capital Management LLC June 2013 - August 2014
Financial Services and Start-Ups October 2012 - May 2013
Conifer Securities February 2002 - May 2012
Scudder Weisel Capital LLC 2000 - 2001
WR Hambrecht + Co 1999 - 2000
Skills
Alternative Investments, Hedge Funds, Relationship Management, Due Diligence, New Business Development, Product Development, Operational Risk, Start-ups, Strategic Planning, Project Management, Cross-functional Team..., Marketing Communications, Business Development, Investments, Financial Services, Asset Management, Securities, Prime Brokerage, Risk Management, Private Equity, Trading, Investment Banking, Venture Capital, Equities
Education
Georgia Institute of Technology
Georgia State University
Bachelor of Arts (B.A.), English LIterature
University of Southern California
Stefanie Sisto Stefanie Sisto's Conifer Securities Experience June 2008 - January 2009
Job Senior Marketing Program Manager, Zyme
Industry Information Technology and Services
Experience
Zyme January 2013 - Present
North Beach Citizens March 2012 - June 2013
BlackRock September 2009 - January 2012
Barclays Global Investors January 2009 - September 2009
Conifer Securities June 2008 - January 2009
Assurant, Inc February 2004 - October 2007
ImageWare Systems, Inc. 2000 - 2003
CB Richard Ellis 1998 - 2000
Uniden 1997 - 1998
Skills
Product Marketing, Cross-functional Team..., Strategy, Brand Management, Lead Generation, Product Management, Event Planning, CRM, Marketing Communications, Program Management, Social Media, Corporate Events, Leadership, Marketing Strategy, Content Strategy, Project Management, Public Relations, Strategic Planning, Sales Messaging, Project Coordination, Trade Shows, Improving the Client..., Brand Awareness, Corporate Branding, Post Program Analysis, Speaker Management, Investor Relations, Collateral Design, Event Marketing, Project Delivery, Internal & External..., Brand Development, Website Development, Department Budgeting, Communication Training, Private Events, SEC filings, Trade Show Strategy, Sponsorship Programs, Brand Implementation, Brand Loyalty, Website Creation, Corporate Website..., Corporate Communications, Strategic Communications, Message Development, Content Marketing, International Programs, Online Community..., Community Management
Education
Arizona State University 1993 — 1997
Bachelor, Communication
Piedmont High School
Zyme January 2013 - Present
North Beach Citizens March 2012 - June 2013
BlackRock September 2009 - January 2012
Barclays Global Investors January 2009 - September 2009
Conifer Securities June 2008 - January 2009
Assurant, Inc February 2004 - October 2007
ImageWare Systems, Inc. 2000 - 2003
CB Richard Ellis 1998 - 2000
Uniden 1997 - 1998
Skills
Product Marketing, Cross-functional Team..., Strategy, Brand Management, Lead Generation, Product Management, Event Planning, CRM, Marketing Communications, Program Management, Social Media, Corporate Events, Leadership, Marketing Strategy, Content Strategy, Project Management, Public Relations, Strategic Planning, Sales Messaging, Project Coordination, Trade Shows, Improving the Client..., Brand Awareness, Corporate Branding, Post Program Analysis, Speaker Management, Investor Relations, Collateral Design, Event Marketing, Project Delivery, Internal & External..., Brand Development, Website Development, Department Budgeting, Communication Training, Private Events, SEC filings, Trade Show Strategy, Sponsorship Programs, Brand Implementation, Brand Loyalty, Website Creation, Corporate Website..., Corporate Communications, Strategic Communications, Message Development, Content Marketing, International Programs, Online Community..., Community Management
Education
Arizona State University 1993 — 1997
Bachelor, Communication
Piedmont High School
Anna V. Spector's Conifer Securities Experience June 2007 - June 2008
Job Deputy Chief Compliance Officer at KKR
Industry Financial Services
Experience
KKR December 2012 - Present
PwC January 2011 - December 2012
NexBank Securities, Inc. January 2009 - December 2010
Highland Capital Management, L.P. June 2008 - November 2010
Conifer Securities June 2007 - June 2008
Fisher Investments August 2004 - June 2007
Skills
Private Equity, Corporate Governance, Valuation, Investor Relations, Hedge Funds, Compliance, Consulting, Mutual Funds, Alternative Assets, Finance, Derivatives, Securities, Trading, Financial Services, Asset Management, Dodd-Frank
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), Management
University of California, San Diego
Bachelor of Arts, Political Science; International Relations
Palo Alto High School
KKR December 2012 - Present
PwC January 2011 - December 2012
NexBank Securities, Inc. January 2009 - December 2010
Highland Capital Management, L.P. June 2008 - November 2010
Conifer Securities June 2007 - June 2008
Fisher Investments August 2004 - June 2007
Skills
Private Equity, Corporate Governance, Valuation, Investor Relations, Hedge Funds, Compliance, Consulting, Mutual Funds, Alternative Assets, Finance, Derivatives, Securities, Trading, Financial Services, Asset Management, Dodd-Frank
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), Management
University of California, San Diego
Bachelor of Arts, Political Science; International Relations
Palo Alto High School
Karen Sung's Conifer Securities Experience March 2005 - December 2005
Job Event Marketing Manager at Netskope
Industry Events Services
Experience
Netskope May 2015 - Present
BodyRok January 2015 - Present
ServiceNow – The Enterprise Cloud Company March 2015 - May 2015
VMware September 2013 - January 2014
JPMorgan Chase May 2012 - September 2013
Goldman Sachs July 2011 - February 2012
BlackRock April 2010 - July 2011
Career Group January 2006 - March 2010
Conifer Securities March 2005 - December 2005
Skills
Event Planning, Business Strategy, Event Management, Account Management, Fundraising, Marketing, Social Media, Time Management, Public Relations, Trade Shows, Social Networking, Social Media Marketing, Corporate Events, Customer Service, Sales, Management, Budgets, Outlook, Team Building, Administrative..., PowerPoint, Contract Negotiation, Project Planning, Hospitality, Customer Satisfaction, Email Marketing, Research, Marketing Communications, Graphic Design, Facebook, Marketing Strategy, Advertising, Online Advertising, Business Development, Leadership, Market Research, Entrepreneurship, Recruiting, New Business Development, Strategic Planning, Analytics, Lead Generation, Payroll, Team Leadership, Integrated Marketing, Brand Development, Start-ups, Product Marketing, Negotiation, Project Management
Education
California College of the Arts 1999 — 2003
Bachelor of Arts (BA), Visual Arts
University of San Francisco 1997 — 2003
Bachelor of Arts (BA), Visual Arts
Netskope May 2015 - Present
BodyRok January 2015 - Present
ServiceNow – The Enterprise Cloud Company March 2015 - May 2015
VMware September 2013 - January 2014
JPMorgan Chase May 2012 - September 2013
Goldman Sachs July 2011 - February 2012
BlackRock April 2010 - July 2011
Career Group January 2006 - March 2010
Conifer Securities March 2005 - December 2005
Skills
Event Planning, Business Strategy, Event Management, Account Management, Fundraising, Marketing, Social Media, Time Management, Public Relations, Trade Shows, Social Networking, Social Media Marketing, Corporate Events, Customer Service, Sales, Management, Budgets, Outlook, Team Building, Administrative..., PowerPoint, Contract Negotiation, Project Planning, Hospitality, Customer Satisfaction, Email Marketing, Research, Marketing Communications, Graphic Design, Facebook, Marketing Strategy, Advertising, Online Advertising, Business Development, Leadership, Market Research, Entrepreneurship, Recruiting, New Business Development, Strategic Planning, Analytics, Lead Generation, Payroll, Team Leadership, Integrated Marketing, Brand Development, Start-ups, Product Marketing, Negotiation, Project Management
Education
California College of the Arts 1999 — 2003
Bachelor of Arts (BA), Visual Arts
University of San Francisco 1997 — 2003
Bachelor of Arts (BA), Visual Arts
James Graham James Graham's Conifer Securities Experience November 2010 - May 2011
Job Senior Software Engineer at GoPro
Industry Computer Software
Experience
GoPro March 2014 - Present
Fig Development August 2013 - Present
Breezy June 2011 - July 2013
Conifer Securities November 2010 - May 2011
DAXKO May 2007 - November 2010
Deloitte & Touche December 2005 - May 2007
Skills
Ruby on Rails, SQL, Git, Web Applications, Objective-C, Microsoft SQL Server, JavaScript, Ruby, Visual Studio, C#, Eclipse, iOS development, MySQL, Xcode, Subversion, iOS, CSS, HTML 5, Agile Methodologies
Education
University of Alabama
Bachelor of Science, Management information Systems, Computer Science
GoPro March 2014 - Present
Fig Development August 2013 - Present
Breezy June 2011 - July 2013
Conifer Securities November 2010 - May 2011
DAXKO May 2007 - November 2010
Deloitte & Touche December 2005 - May 2007
Skills
Ruby on Rails, SQL, Git, Web Applications, Objective-C, Microsoft SQL Server, JavaScript, Ruby, Visual Studio, C#, Eclipse, iOS development, MySQL, Xcode, Subversion, iOS, CSS, HTML 5, Agile Methodologies
Education
University of Alabama
Bachelor of Science, Management information Systems, Computer Science
Jed Clark Jed Clark's Conifer Securities Experience July 2005 - August 2007
Job CCO and Counsel at ICONIQ Capital, LLC
Industry Financial Services
Experience
ICONIQ Capital January 2014 - Present
Gordian Compliance Solutions, LLC April 2013 - December 2013
Parador Asset Management July 2012 - December 2013
Cole-Frieman & Mallon LLP February 2011 - June 2012
Gordian Compliance Solutions, LLC February 2011 - June 2012
Jed Clark Consulting March 2008 - January 2011
Law Office of Amy Harrington January 2009 - December 2009
US Securities and Exchange Commission May 2008 - August 2008
Conifer Securities July 2005 - August 2007
SPL WorldGroup September 2002 - January 2004
Skills
Hedge Funds, Investment Advisory, Securities, Project Management, Series 7, Corporate Governance, Mergers, Capital Markets, Due Diligence, Legal Research, Securities Regulation, Risk Management, Asset Managment, Insurance, Corporate Law, Investments, Intellectual Property, Equities, Alternative Investments, FINRA
Education
University of California, Hastings College of the Law 2007 — 2010
Juris Doctor, Tax Concentration
Westminster College 1997 — 1998
M.P.C., Professional Communication
University of Utah 1992 — 1994
B.A., English
ICONIQ Capital January 2014 - Present
Gordian Compliance Solutions, LLC April 2013 - December 2013
Parador Asset Management July 2012 - December 2013
Cole-Frieman & Mallon LLP February 2011 - June 2012
Gordian Compliance Solutions, LLC February 2011 - June 2012
Jed Clark Consulting March 2008 - January 2011
Law Office of Amy Harrington January 2009 - December 2009
US Securities and Exchange Commission May 2008 - August 2008
Conifer Securities July 2005 - August 2007
SPL WorldGroup September 2002 - January 2004
Skills
Hedge Funds, Investment Advisory, Securities, Project Management, Series 7, Corporate Governance, Mergers, Capital Markets, Due Diligence, Legal Research, Securities Regulation, Risk Management, Asset Managment, Insurance, Corporate Law, Investments, Intellectual Property, Equities, Alternative Investments, FINRA
Education
University of California, Hastings College of the Law 2007 — 2010
Juris Doctor, Tax Concentration
Westminster College 1997 — 1998
M.P.C., Professional Communication
University of Utah 1992 — 1994
B.A., English
Shanti Googins Shanti Googins's Conifer Securities Experience July 2004 - January 2009
Job Senior Executive Assistant at Twitter
Industry Internet
Experience
Twitter March 2014 - Present
Klout December 2011 - March 2014
Conifer Securities July 2004 - January 2009
Jobscience October 2003 - July 2004
Skills
Social Media, Photoshop, Microsoft Office, Customer Relations, Event Planning, Customer Service, Travel Planning, Outstanding time..., Fundraising, Executive Calendar..., Relationship Management, Online Marketing, Facebook, Social Media Marketing, Account Management, Time Management, Online Advertising, Salesforce.com, Event Management, Social Networking, Sales, Marketing, Start-ups
Education
City College of San Francisco 2001 — 2003
Business, Dance
Mercy High School
Twitter March 2014 - Present
Klout December 2011 - March 2014
Conifer Securities July 2004 - January 2009
Jobscience October 2003 - July 2004
Skills
Social Media, Photoshop, Microsoft Office, Customer Relations, Event Planning, Customer Service, Travel Planning, Outstanding time..., Fundraising, Executive Calendar..., Relationship Management, Online Marketing, Facebook, Social Media Marketing, Account Management, Time Management, Online Advertising, Salesforce.com, Event Management, Social Networking, Sales, Marketing, Start-ups
Education
City College of San Francisco 2001 — 2003
Business, Dance
Mercy High School
Anuja Shroff's Conifer Securities Experience March 2011 - Present
Job Operations Accountant
Industry Financial Services
Experience
Conifer Securities March 2011 - Present
Citco Fund Services December 2010 - February 2011
Symphony Asset Management March 2010 - December 2010
Avenue Capital October 2006 - March 2009
Ernst & Young LLP August 2004 - October 2006
Skills
Accounting, Hedge Funds, Middle Office, Operations Management, Back Office, Hedge Accounting, Alternative Investments, Distressed Debt, Advent Geneva, Advent Partner, Financial Accounting, Due Diligence, Advent, Auditing
Education
University of Scranton 2001 — 2003
MBA, Accounting & MIS
Gujarat University 1999 — 2001
M.Com, Accounting and Auditing
Conifer Securities March 2011 - Present
Citco Fund Services December 2010 - February 2011
Symphony Asset Management March 2010 - December 2010
Avenue Capital October 2006 - March 2009
Ernst & Young LLP August 2004 - October 2006
Skills
Accounting, Hedge Funds, Middle Office, Operations Management, Back Office, Hedge Accounting, Alternative Investments, Distressed Debt, Advent Geneva, Advent Partner, Financial Accounting, Due Diligence, Advent, Auditing
Education
University of Scranton 2001 — 2003
MBA, Accounting & MIS
Gujarat University 1999 — 2001
M.Com, Accounting and Auditing
Darren Davis's Conifer Securities Experience December 2008 - December 2009
Job Business Development Relationship Management
Industry Information Technology and Services
Experience
DriveSavers Data Recovery February 2011 - Present
SMD Consulting Inc January 2010 - February 2011
Conifer Securities December 2008 - December 2009
Morgan Stanley November 2003 - November 2008
Barclays Global Investors March 2001 - November 2003
Bear Stearns March 1999 - August 2000
Dresdner/RCM Global Investors May 1998 - March 1999
BNP Paribas October 1996 - February 1998
Citibank October 1993 - October 1996
Skills
Hedge Funds, Prime Brokerage, Fixed Income, Capital Markets, FX, Customer Relations, Options, Risk Management, Private Equity, Due Diligence, SMA, Alternative Energy, Swaps, Customer Service, Asset Management, Solution Selling, Equities, Derivatives, Investments, Securities, Financial Services, Bonds, CRM, Banking, Relationship Management, Strategy, Business Development, Finance, Settlement, Corporate Actions, Investment Management, FX Options
Education
San Diego State University-California State University 1985 — 1990
BA, Finance - Int'l Business/Econ
DriveSavers Data Recovery February 2011 - Present
SMD Consulting Inc January 2010 - February 2011
Conifer Securities December 2008 - December 2009
Morgan Stanley November 2003 - November 2008
Barclays Global Investors March 2001 - November 2003
Bear Stearns March 1999 - August 2000
Dresdner/RCM Global Investors May 1998 - March 1999
BNP Paribas October 1996 - February 1998
Citibank October 1993 - October 1996
Skills
Hedge Funds, Prime Brokerage, Fixed Income, Capital Markets, FX, Customer Relations, Options, Risk Management, Private Equity, Due Diligence, SMA, Alternative Energy, Swaps, Customer Service, Asset Management, Solution Selling, Equities, Derivatives, Investments, Securities, Financial Services, Bonds, CRM, Banking, Relationship Management, Strategy, Business Development, Finance, Settlement, Corporate Actions, Investment Management, FX Options
Education
San Diego State University-California State University 1985 — 1990
BA, Finance - Int'l Business/Econ
Ashley Young's Conifer Securities Experience July 2007 - January 2011
Job Accounting Associate at Valiant Capital Partners
Industry Financial Services
Experience
Valiant Capital Partners February 2011 - Present
Conifer Securities July 2007 - January 2011
Skills
Hedge Funds, Bloomberg, Financial Reporting, Securities, Private Equity, Equities, Financial Analysis, Portfolio Management, Fund Of Funds, Fund Accounting, Capital Markets, Investments, Alternative Investments, Valuation, Mutual Funds, Asset Management
Education
University of California, Santa Barbara 2003 — 2007
Business Economics, Accounting
Universitat de Barcelona 2005 — 2006
International Business
Valiant Capital Partners February 2011 - Present
Conifer Securities July 2007 - January 2011
Skills
Hedge Funds, Bloomberg, Financial Reporting, Securities, Private Equity, Equities, Financial Analysis, Portfolio Management, Fund Of Funds, Fund Accounting, Capital Markets, Investments, Alternative Investments, Valuation, Mutual Funds, Asset Management
Education
University of California, Santa Barbara 2003 — 2007
Business Economics, Accounting
Universitat de Barcelona 2005 — 2006
International Business
Christy Reining's Conifer Securities Experience July 2008 - August 2010
Job Owner at Pollywog Vineyards
Industry Financial Services
Experience
Pollywog Vineyards May 2008 - Present
Conifer Securities July 2008 - August 2010
Credit Suisse April 2005 - April 2007
Skills
Hedge Funds, Series 7, Series 63, Series 24, Options, Equities, Trading Systems, Capital Markets, Private Equity, Prime Brokerage, Securities, Alternative Investments, Asset Managment, Fixed Income
Education
University of California, Berkeley 1996 — 2001
BA, Comparative Literature, Minor Fine Arts
Oxford University 1997 — 1998
Pollywog Vineyards May 2008 - Present
Conifer Securities July 2008 - August 2010
Credit Suisse April 2005 - April 2007
Skills
Hedge Funds, Series 7, Series 63, Series 24, Options, Equities, Trading Systems, Capital Markets, Private Equity, Prime Brokerage, Securities, Alternative Investments, Asset Managment, Fixed Income
Education
University of California, Berkeley 1996 — 2001
BA, Comparative Literature, Minor Fine Arts
Oxford University 1997 — 1998
Manuel Hill's Conifer Securities Experience May 2009 - December 2009
Job Senior Product Manager at WilliamsSonoma, Inc.
Industry Information Technology and Services
Experience
Williams-Sonoma, Inc. July 2014 - Present
Macys.Com September 2012 - Present
Hill DP Consulting, Inc. November 1989 - Present
Wells Fargo June 2010 - June 2012
Conifer Securities May 2009 - December 2009
Mellon Capital Management May 2007 - October 2007
Charles Schwab & Co. Inc April 2006 - May 2007
Providian Financial Group July 2005 - September 2005
Banc America Securities July 2004 - September 2004
Morgan Stanley May 2000 - February 2001
Skills
Business Analysis, Requirements Analysis, Business Requirements, User Acceptance Testing, Business Process, Documentation, Trading Systems, Options, Fixed Income, Swaps, Back Office, FX, Bloomberg, Hedge Funds, Software Development, SQL, Software Documentation, Agile Methodolgy, Data Warehousing, SharePoint, Integration, Agile Methodologies, FX Options, Visio, Vendor Management, SDLC
Education
Tennessee Technological University - College of Business Administration 1974 — 1979
BS, Business Management/Systems Analysis
Williams-Sonoma, Inc. July 2014 - Present
Macys.Com September 2012 - Present
Hill DP Consulting, Inc. November 1989 - Present
Wells Fargo June 2010 - June 2012
Conifer Securities May 2009 - December 2009
Mellon Capital Management May 2007 - October 2007
Charles Schwab & Co. Inc April 2006 - May 2007
Providian Financial Group July 2005 - September 2005
Banc America Securities July 2004 - September 2004
Morgan Stanley May 2000 - February 2001
Skills
Business Analysis, Requirements Analysis, Business Requirements, User Acceptance Testing, Business Process, Documentation, Trading Systems, Options, Fixed Income, Swaps, Back Office, FX, Bloomberg, Hedge Funds, Software Development, SQL, Software Documentation, Agile Methodolgy, Data Warehousing, SharePoint, Integration, Agile Methodologies, FX Options, Visio, Vendor Management, SDLC
Education
Tennessee Technological University - College of Business Administration 1974 — 1979
BS, Business Management/Systems Analysis
Jon Karis's Conifer Securities Experience March 2009 - July 2010
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2010 - Present
Conifer Securities March 2009 - July 2010
Morgan Stanley July 1999 - January 2009
Lehman Brothers May 1998 - July 1999
Computer Associates 1997 - 1998
ADP 1994 - 1997
Skills
Prime Brokerage, Sales, Relationship Management, Financial Services, Hedge Funds, Trading, Business Development, Securities Lending, Middle Office, Bonds, Leadership, Equities, Portfolio Management, Fixed Income, Management, Risk Management, Finance, Alternative Investments, Credit Derivatives, Private Equity
Education
Hofstra University 1989 — 1993
BA, Business Administration - Marketing
West Islip High School 1986 — 1989
Morgan Stanley July 2010 - Present
Conifer Securities March 2009 - July 2010
Morgan Stanley July 1999 - January 2009
Lehman Brothers May 1998 - July 1999
Computer Associates 1997 - 1998
ADP 1994 - 1997
Skills
Prime Brokerage, Sales, Relationship Management, Financial Services, Hedge Funds, Trading, Business Development, Securities Lending, Middle Office, Bonds, Leadership, Equities, Portfolio Management, Fixed Income, Management, Risk Management, Finance, Alternative Investments, Credit Derivatives, Private Equity
Education
Hofstra University 1989 — 1993
BA, Business Administration - Marketing
West Islip High School 1986 — 1989
Cedric Fischer's Conifer Securities Experience July 2002 - March 2006
Job Director of Compliance and Risk Managment Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions April 2008 - Present
Woodbourne Investment Management March 2006 - April 2008
Allstate Financial October 2003 - March 2006
Conifer Securities July 2002 - March 2006
Palm Harbor Capital Management July 1999 - July 2002
Legg Mason October 1998 - July 1999
Skills
Sarbanes-Oxley, Regulatory Analysis, 1940 Act, Securities Exchange Act..., Compliance, Financial Analysis, Fund Accounting, Investment Advisory, Mutual Funds, Asset Management, Securities, Hedge Funds, Financial Services, Private Equity, Investments, Due Diligence, Finance, Equities, Alternative Investments, Mergers, SEC filings, Securities Regulation, Trading, Financial Modeling, Management
Education
University of San Francisco 1999 — 2002
Master of Business Administration (MBA), Finance, General
University of Colorado at Boulder 1992 — 1998
Bachelor of Arts (B.A.)
Rheinische Friedrich-Wilhelms-Universität Bonn / University of Bonn 1995 — 1996
Studied under Federal Grant for Immigration Researc
Broadridge Financial Solutions April 2008 - Present
Woodbourne Investment Management March 2006 - April 2008
Allstate Financial October 2003 - March 2006
Conifer Securities July 2002 - March 2006
Palm Harbor Capital Management July 1999 - July 2002
Legg Mason October 1998 - July 1999
Skills
Sarbanes-Oxley, Regulatory Analysis, 1940 Act, Securities Exchange Act..., Compliance, Financial Analysis, Fund Accounting, Investment Advisory, Mutual Funds, Asset Management, Securities, Hedge Funds, Financial Services, Private Equity, Investments, Due Diligence, Finance, Equities, Alternative Investments, Mergers, SEC filings, Securities Regulation, Trading, Financial Modeling, Management
Education
University of San Francisco 1999 — 2002
Master of Business Administration (MBA), Finance, General
University of Colorado at Boulder 1992 — 1998
Bachelor of Arts (B.A.)
Rheinische Friedrich-Wilhelms-Universität Bonn / University of Bonn 1995 — 1996
Studied under Federal Grant for Immigration Researc
Dick Del Bello's Conifer Securities Experience Prime Broker ManagerPaineWebber & UBS1980 - 2007
Job Senior Partner at Conifer Securities
Industry Financial Services
Experience
Conifer Securities Prime Broker ManagerPaineWebber & UBS1980 - 2007
PaineWebber Group, Inc. 1980 - 2000
Education
Georgetown University - The McDonough School of Business
BSBA, Business Management
Conifer Securities Prime Broker ManagerPaineWebber & UBS1980 - 2007
PaineWebber Group, Inc. 1980 - 2000
Education
Georgetown University - The McDonough School of Business
BSBA, Business Management
Robert Meckstroth, CFA's Conifer Securities Experience August 2008 - May 2011
Job Associate Portfolio Manager at City National Rochdale
Industry Financial Services
Experience
City National Rochdale May 2011 - Present
Conifer Securities August 2008 - May 2011
Citigroup 2007 - 2008
DTCC November 2006 - May 2007
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Asset Allocation, Bloomberg, Options Strategies, Equities, Asset Management, Fixed Income
Education
UC Berkeley Haas School of Business 2013 — 2016
Master of Business Administration (MBA) Candidate
University of Florida - Warrington College of Business Administration 2001 — 2005
BS/BA, Marketing, Economics
City National Rochdale May 2011 - Present
Conifer Securities August 2008 - May 2011
Citigroup 2007 - 2008
DTCC November 2006 - May 2007
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Asset Allocation, Bloomberg, Options Strategies, Equities, Asset Management, Fixed Income
Education
UC Berkeley Haas School of Business 2013 — 2016
Master of Business Administration (MBA) Candidate
University of Florida - Warrington College of Business Administration 2001 — 2005
BS/BA, Marketing, Economics
Ej Damiano's Conifer Securities Experience April 2008 - July 2010
Job Securitized Products Trading at Barclays Capital
Industry Financial Services
Experience
Barclays Capital November 2010 - Present
Conifer Securities April 2008 - July 2010
Morgan Stanley Capital International September 2004 - April 2008
Education
Providence College 2000 — 2004
BA, FINANCE and ACCOUNTING
Barclays Capital November 2010 - Present
Conifer Securities April 2008 - July 2010
Morgan Stanley Capital International September 2004 - April 2008
Education
Providence College 2000 — 2004
BA, FINANCE and ACCOUNTING
Jay De Jesus's Conifer Securities Experience October 2010 - March 2012
Job Fund Accountant at Oaktree Capital Management
Industry Internet
Experience
Oaktree Capital Management April 2014 - Present
Citco Fund Services February 2013 - April 2014
Citco Fund Services March 2012 - February 2013
Conifer Securities October 2010 - March 2012
First Investors Corporation November 2009 - February 2010
Skills
Excel, Microsoft Office, Word, Advent, Microsoft Excel, Fund Administration, Microsoft Word, Business Analysis, Fund Accounting
Education
University of California, Berkeley 2006 — 2009
B.A., Environmental Economics and Policy
Oaktree Capital Management April 2014 - Present
Citco Fund Services February 2013 - April 2014
Citco Fund Services March 2012 - February 2013
Conifer Securities October 2010 - March 2012
First Investors Corporation November 2009 - February 2010
Skills
Excel, Microsoft Office, Word, Advent, Microsoft Excel, Fund Administration, Microsoft Word, Business Analysis, Fund Accounting
Education
University of California, Berkeley 2006 — 2009
B.A., Environmental Economics and Policy
Rick Fier's Conifer Securities Experience 2008 - Present
Job Hedge Fund Trader at Cowen Prime Services
Industry Financial Services
Experience
Cowen Prime Services LLC October 2015 - Present
Conifer securities 2008 - Present
Conifer Securities 2008 - Present
Conifer Securities May 2008 - October 2015
JW Seligman October 1996 - May 2001
Skills
Hedge Funds, Wealth Management, Bloomberg, Trading, Series 7, Strategic Financial..., Equities, Options, Investments, Trading Systems, Securities, Fixed Income, Capital Markets, Asset Management
Education
University at Buffalo 1987 — 1991
BA Economics, Finance
Cowen Prime Services LLC October 2015 - Present
Conifer securities 2008 - Present
Conifer Securities 2008 - Present
Conifer Securities May 2008 - October 2015
JW Seligman October 1996 - May 2001
Skills
Hedge Funds, Wealth Management, Bloomberg, Trading, Series 7, Strategic Financial..., Equities, Options, Investments, Trading Systems, Securities, Fixed Income, Capital Markets, Asset Management
Education
University at Buffalo 1987 — 1991
BA Economics, Finance
Anthony Diakonikolas's Conifer Securities Experience April 2010 - October 2012
Job US IT Client Services Lead
Industry Financial Services
Experience
Cowen Group, Inc. January 2015 - Present
InfoHedge Technologies LLC October 2012 - January 2015
Conifer Securities April 2010 - October 2012
Datran Media March 2005 - April 2010
The Connaught Group Ltd February 2004 - March 2005
Skills
SQL Server, Enterprise Architecture, Databases, DNS, Microsoft Office, Excel, Windows, Administration, PowerPoint, Strategic Planning, Word, Virtualization, Documentation, Visio, VMware, Citrix, Active Directory, Windows 7, Windows Vista, Windows XP Pro, Windows Server, Symantec Antivirus, Symantec Backup, SAN, Cisco Technologies, Microsoft SQL Server, Microsoft Excel, Servers, Data Center, SQL, Software Documentation, Microsoft Exchange, Cloud Computing, Windows XP, Management, Help Desk Support, Troubleshooting, Integration, System Administration
Education
Syracuse University 1997 — 2001
Bachelors of Science, Information Technology, 3.4
High School for Leadership and Public Service 1993 — 1997
High School Diploma, Regular/General High School/Secondary Diploma Program
Cowen Group, Inc. January 2015 - Present
InfoHedge Technologies LLC October 2012 - January 2015
Conifer Securities April 2010 - October 2012
Datran Media March 2005 - April 2010
The Connaught Group Ltd February 2004 - March 2005
Skills
SQL Server, Enterprise Architecture, Databases, DNS, Microsoft Office, Excel, Windows, Administration, PowerPoint, Strategic Planning, Word, Virtualization, Documentation, Visio, VMware, Citrix, Active Directory, Windows 7, Windows Vista, Windows XP Pro, Windows Server, Symantec Antivirus, Symantec Backup, SAN, Cisco Technologies, Microsoft SQL Server, Microsoft Excel, Servers, Data Center, SQL, Software Documentation, Microsoft Exchange, Cloud Computing, Windows XP, Management, Help Desk Support, Troubleshooting, Integration, System Administration
Education
Syracuse University 1997 — 2001
Bachelors of Science, Information Technology, 3.4
High School for Leadership and Public Service 1993 — 1997
High School Diploma, Regular/General High School/Secondary Diploma Program
Manisha Kendall's Conifer Securities Experience February 2008 - December 2009
Job Investment Management Professional
Industry Investment Management
Experience
Conifer Securities February 2008 - December 2009
Montgomery & Co., LLC May 2005 - December 2007
Schwab Soundview Capital Markets January 2001 - December 2004
Epoch Investment Partners 2000 - 2001
Charles Schwab 1996 - 2000
Skills
Capital Markets, Trading, Series 7, Equities, Securities, Series 63, Series 24, Middle Office, Back Office
Education
Pepperdine University 1994 — 1996
MBA
University of California, Los Angeles 1988 — 1992
BA, Business Economics
Conifer Securities February 2008 - December 2009
Montgomery & Co., LLC May 2005 - December 2007
Schwab Soundview Capital Markets January 2001 - December 2004
Epoch Investment Partners 2000 - 2001
Charles Schwab 1996 - 2000
Skills
Capital Markets, Trading, Series 7, Equities, Securities, Series 63, Series 24, Middle Office, Back Office
Education
Pepperdine University 1994 — 1996
MBA
University of California, Los Angeles 1988 — 1992
BA, Business Economics
Grace Yuen's Conifer Securities Experience 2010 - 2011
Job at
Industry Financial Services
Experience
BlackRock August 2015 - Present
BlackRock August 2011 - August 2015
Conifer Securities 2010 - 2011
State Street 2007 - 2010
Franklin Templeton Investments 2006 - 2007
Skills
Finance, Account Reconciliation, Securities, Investments, Analysis, Accounting, Mutual Funds, Financial Services, Auditing, Fund Accounting, Training, Trading, Customer Service, Asset Allocation, Corporate Actions
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics
BlackRock August 2015 - Present
BlackRock August 2011 - August 2015
Conifer Securities 2010 - 2011
State Street 2007 - 2010
Franklin Templeton Investments 2006 - 2007
Skills
Finance, Account Reconciliation, Securities, Investments, Analysis, Accounting, Mutual Funds, Financial Services, Auditing, Fund Accounting, Training, Trading, Customer Service, Asset Allocation, Corporate Actions
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics
John Diiorgi's Conifer Securities Experience March 2011 - September 2012
Job Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Conifer Securities March 2011 - September 2012
UBS Investment Bank July 2006 - April 2010
UBS December 1989 - July 2006
Skills
Hedge Funds, Prime Brokerage, Corporate Actions, Series 7, Equities, Financial Services, Investment Banking, Series 63, Securities
Education
Saint Peter's University
MBA, Business
Fidelity Investments June 2013 - Present
Conifer Securities March 2011 - September 2012
UBS Investment Bank July 2006 - April 2010
UBS December 1989 - July 2006
Skills
Hedge Funds, Prime Brokerage, Corporate Actions, Series 7, Equities, Financial Services, Investment Banking, Series 63, Securities
Education
Saint Peter's University
MBA, Business
Joe Raaen's Conifer Securities Experience July 2005 - November 2006
Job
Industry Marketing and Advertising
Experience
Kaia Investment Management November 2006 - April 2008
Conifer Securities July 2005 - November 2006
Conifer Securities/Genesis Merchant Group Securities September 1996 - March 2003
Skills
Strategic Partnerships, Equities, Trading, Portfolio Management, Digital Strategy, Investments, Strategy, Digital Media, Sales, Risk Management, Mutual Funds, Private Equity, Social Media Marketing, Online Advertising, Sword Fighting, Derivatives, Digital Marketing, Team Building, Management, Marketing Strategy, Integrated Marketing, Marketing, Online Marketing, Mobile Marketing, Advertising, Equity Derivatives, Hedge Funds, Equity Research, Financial Risk, Microsoft Office, Professional Sports, Tennis Courts, Social Media
Education
Del Mar Middle School
Redwood High School
University of California, Los Angeles
CA Bachelor of Arts, Cultural Anthropology
Kaia Investment Management November 2006 - April 2008
Conifer Securities July 2005 - November 2006
Conifer Securities/Genesis Merchant Group Securities September 1996 - March 2003
Skills
Strategic Partnerships, Equities, Trading, Portfolio Management, Digital Strategy, Investments, Strategy, Digital Media, Sales, Risk Management, Mutual Funds, Private Equity, Social Media Marketing, Online Advertising, Sword Fighting, Derivatives, Digital Marketing, Team Building, Management, Marketing Strategy, Integrated Marketing, Marketing, Online Marketing, Mobile Marketing, Advertising, Equity Derivatives, Hedge Funds, Equity Research, Financial Risk, Microsoft Office, Professional Sports, Tennis Courts, Social Media
Education
Del Mar Middle School
Redwood High School
University of California, Los Angeles
CA Bachelor of Arts, Cultural Anthropology
Alberk Lam's Conifer Securities Experience June 2010 - May 2013
Job Market Data Analyst at Conifer Securities
Industry Financial Services
Experience
WIG LP June 2013 - Present
Conifer Securities June 2010 - May 2013
State Street July 2008 - June 2010
Skills
Equities, Fund Accounting, Portfolio Management, Microsoft SQL Server, Bloomberg, Securities, SQL, Hedge Funds, Alternative Investments, Trading Systems, Fixed Income, Derivatives, Microsoft Excel, Business Analysis
Education
University of California, Davis
Managerial Economics
WIG LP June 2013 - Present
Conifer Securities June 2010 - May 2013
State Street July 2008 - June 2010
Skills
Equities, Fund Accounting, Portfolio Management, Microsoft SQL Server, Bloomberg, Securities, SQL, Hedge Funds, Alternative Investments, Trading Systems, Fixed Income, Derivatives, Microsoft Excel, Business Analysis
Education
University of California, Davis
Managerial Economics
Rodney Legardy, Jr.'s Conifer Securities Experience December 2006 - August 2013
Job Senior Accountant at UniversityNow, Inc.
Industry Higher Education
Experience
UniversityNow, Inc. August 2013 - March 2014
Conifer Securities December 2006 - August 2013
Skills
Accounting, Accounts Receivable, Financial Reporting, Account Reconciliation, Financial Statements, Accounts Payable, Journal Entries, Accruals, Financial Analysis, Payroll
Education
Morehouse College 1988 — 1995
Bachelor's Degree, Business Administration with a concentration in Accounting
Golden Gate University
Graduate Certificate in Technical Market Analysis, Finance
UniversityNow, Inc. August 2013 - March 2014
Conifer Securities December 2006 - August 2013
Skills
Accounting, Accounts Receivable, Financial Reporting, Account Reconciliation, Financial Statements, Accounts Payable, Journal Entries, Accruals, Financial Analysis, Payroll
Education
Morehouse College 1988 — 1995
Bachelor's Degree, Business Administration with a concentration in Accounting
Golden Gate University
Graduate Certificate in Technical Market Analysis, Finance
Drew Burggraf's Conifer Securities Experience July 2013 - Present
Job VP Prime Brokerage at Conifer Securities
Industry Investment Banking
Experience
Conifer Securities July 2013 - Present
UBS Investment Bank 1999 - 2013
Morgan Stanley May 1994 - September 1999
Cowen and Company April 1985 - April 1994
Skills
Prime Brokerage, Collateral Management, Equities, Equity Swaps, Superior Client Service, Hedge Funds, Settlement, Client Services, Equity Derivatives, Securities Lending, Fixed Income, Options, Capital Markets, Investment Banking
Education
Fairleigh Dickinson University 1979 — 1983
Conifer Securities July 2013 - Present
UBS Investment Bank 1999 - 2013
Morgan Stanley May 1994 - September 1999
Cowen and Company April 1985 - April 1994
Skills
Prime Brokerage, Collateral Management, Equities, Equity Swaps, Superior Client Service, Hedge Funds, Settlement, Client Services, Equity Derivatives, Securities Lending, Fixed Income, Options, Capital Markets, Investment Banking
Education
Fairleigh Dickinson University 1979 — 1983