Convergent Wealth Advisors
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Convergent Wealth Advisors Employees
Thomas Barone Loeb Enterprises July 2012 - Present
RR Donnelley August 2010 - July 2012
Convergent Wealth Advisors January 2010 - March 2010
Cape Venture Partners August 2009 - November 2009
CreditSights June 2008 - August 2008
Skills
Market Research, PowerPoint, Research, Online Marketing, Microsoft Excel, CRM, Sales, Business Planning, Business Strategy, Analysis, New Business Development, Photoshop, Integrated Marketing, Business Development, Project Management, Presentations, Adobe Creative Suite, Product Development, Email Marketing, Marketing, Word, Online, Mathematics, Economics, Tableau, SQL, Product Management, Product Marketing
Education
University of Southern California 2006 — 2010
BS, Mathematics/Economics, 3.63
Michael Coolbaugh Schottenfeld Group August 2015 - Present
Arete Limited Fund LP May 2014 - Present
Paloma Partners Management Company February 2014 - January 2015
PointState Capital LP July 2013 - January 2014
NYSE Euronext March 2011 - July 2013
Convergent Wealth Advisors August 2010 - November 2010
Scottrade June 2009 - April 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Investments, Financial Analysis, Fundamental Analysis, Portfolio Management, Financial Reporting, Securities, Asset Allocation, Statistics, Financial Planning, Economics, Financial Accounting, Excel, PowerPoint, Forecasting, Trading, Technical Analysis, Compliance, Corporate Governance, Written & Oral..., Alternative Investments, Hedge Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master's Degree, Finance, 3.84
University of Rochester 2006 — 2010
Bachelor's Degree, Financial Economics
Weedsport Jr/Sr High School 2002 — 2006
Advanced Regents Diploma
Convergent Wealth Advisors February 2011 - Present
University of San Francisco September 2006 - March 2011
GreatSchools September 2009 - August 2010
University of San Francisco August 2008 - May 2010
Elite Placement Group May 2007 - May 2008
Skills
Leadership, Management, Customer Service, Time Management, Marketing, Notary Public, Nonprofits, Community Outreach
Education
University of San Francisco 2006 — 2010
BS, Business Management
Analysis Group December 2014 - Present
Analysis Group August 2013 - December 2014
Convergent Wealth Advisors May 2011 - August 2011
Skills
Data Analysis, Research, Microsoft Excel, Mutual Funds, SAS, PowerPoint
Education
University of Southern California 2009 — 2013
Bachelor of Arts (B.A.), Economics & Psychology