Dimension Capital Management
Industry: Company
DescriptionParent organization: MNA Capital LLC
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Dimension Capital Management Employees
Employee
Years
Job
Industry
Matthew Goracy Matthew Goracy's Dimension Capital Management Experience February 2010 - June 2010
Job Analyst at Tourbillon Capital Partners
Industry Investment Management
Experience
Tourbillon Capital Partners March 2014 - Present
Lazard August 2012 - March 2014
Dimension Capital Management February 2010 - June 2010
United States Marine Corps May 2006 - January 2010
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
Brown University 2002 — 2006
ScB, Applied Mathematics and Economics
Delbarton School 1996 — 2002
Tourbillon Capital Partners March 2014 - Present
Lazard August 2012 - March 2014
Dimension Capital Management February 2010 - June 2010
United States Marine Corps May 2006 - January 2010
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
Brown University 2002 — 2006
ScB, Applied Mathematics and Economics
Delbarton School 1996 — 2002
Tony Solano Jr. Tony Solano Jr.'s Dimension Capital Management Experience October 2012 - January 2014
Job Hedge Fund Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Columbus Hospitality Group January 2014 - April 2014
Dimension Capital Management October 2012 - January 2014
Miami-Dade County Finance Department (Accounts Payable) July 2012 - October 2012
Accountemps May 2012 - July 2012
Aero Kool Corporation March 2012 - May 2012
Miami Dade College January 2011 - April 2012
4IT-Inc March 2011 - February 2012
Aeropostale Inc. August 2008 - February 2011
Seccion Amarilla USA April 2009 - June 2009
Skills
Accounts Receivable, Accounting, Accounts Payable, Auditing, Journal Entries, QuickBooks, Financial Analysis, Bookkeeping, Account Reconciliation, Financial Reporting, Invoicing, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Business Planning, Microsoft Office, Outlook, Spanish, Wire Transfers, Capital Calls, Public Speaking, Collections, Credit Analysis, Purchase Orders, Inventory, Procedure Development, Start-ups, Market Research, Income Tax, Tax Preparation, Staff Development, Team Management, ProSeries, ConnectWise, Dunn & Bradstreet, SAP, TaxWise, Pivot Tables, Macro, Vlookup, Fund Accounting, Fund Of Funds, Total Return, Investor Relations, Relationship Management, Private Equity, Foreign Currency..., Adobe Acrobat, Advent
Education
Suffolk University 2014 — 2015
BSBA, Accounting and Finance, GPA 4.0
Miami Dade College
Associate's degree, Business Administration, GPA 3.71
Archbishop Coleman F. Carroll High School 2004 — 2008
J.P. Morgan May 2014 - Present
Columbus Hospitality Group January 2014 - April 2014
Dimension Capital Management October 2012 - January 2014
Miami-Dade County Finance Department (Accounts Payable) July 2012 - October 2012
Accountemps May 2012 - July 2012
Aero Kool Corporation March 2012 - May 2012
Miami Dade College January 2011 - April 2012
4IT-Inc March 2011 - February 2012
Aeropostale Inc. August 2008 - February 2011
Seccion Amarilla USA April 2009 - June 2009
Skills
Accounts Receivable, Accounting, Accounts Payable, Auditing, Journal Entries, QuickBooks, Financial Analysis, Bookkeeping, Account Reconciliation, Financial Reporting, Invoicing, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Business Planning, Microsoft Office, Outlook, Spanish, Wire Transfers, Capital Calls, Public Speaking, Collections, Credit Analysis, Purchase Orders, Inventory, Procedure Development, Start-ups, Market Research, Income Tax, Tax Preparation, Staff Development, Team Management, ProSeries, ConnectWise, Dunn & Bradstreet, SAP, TaxWise, Pivot Tables, Macro, Vlookup, Fund Accounting, Fund Of Funds, Total Return, Investor Relations, Relationship Management, Private Equity, Foreign Currency..., Adobe Acrobat, Advent
Education
Suffolk University 2014 — 2015
BSBA, Accounting and Finance, GPA 4.0
Miami Dade College
Associate's degree, Business Administration, GPA 3.71
Archbishop Coleman F. Carroll High School 2004 — 2008
Amar Alani Amar Alani's Dimension Capital Management Experience March 2012 - Present
Job Investment Analyst at Dimension Capital Management
Industry Financial Services
Experience
Dimension Capital Management March 2012 - Present
Attalus Capital February 2010 - October 2011
Attalus Capital March 2009 - September 2009
BlackRock March 2008 - September 2008
Skills
Hedge Funds, Bloomberg, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Risk Management, Quantitative Analytics, Alternative Investments, Financial Analysis, Due Diligence, Asset Management, Equities, Private Equity
Education
Drexel University - LeBow College of Business 2007 — 2009
Bachelor of Science, Business Administration; Finance
Dimension Capital Management March 2012 - Present
Attalus Capital February 2010 - October 2011
Attalus Capital March 2009 - September 2009
BlackRock March 2008 - September 2008
Skills
Hedge Funds, Bloomberg, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Risk Management, Quantitative Analytics, Alternative Investments, Financial Analysis, Due Diligence, Asset Management, Equities, Private Equity
Education
Drexel University - LeBow College of Business 2007 — 2009
Bachelor of Science, Business Administration; Finance
Alejandro Tovar Alejandro Tovar's Dimension Capital Management Experience September 2001 - Present
Job Director Client Relations at Dimension Capital Management
Industry Investment Management
Experience
Dimension Capital Management September 2001 - Present
RBC August 2000 - August 2001
Education
University of Miami - School of Business 1999 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Miami 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Dimension Capital Management September 2001 - Present
RBC August 2000 - August 2001
Education
University of Miami - School of Business 1999 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Miami 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Rigo Ramos Rigo Ramos's Dimension Capital Management Experience 1997 - 2002
Job Fund Accountant / Account Manager
Industry Financial Services
Experience
SunGard Financial Systems May 2007 - April 2015
DPM Mellon, LLC 2006 - 2007
DPM MELLON, LLC 2004 - 2006
CLINTON GROUP 2002 - 2004
DIMENSION CAPITAL MANAGEMENT 1997 - 2002
Skills
SaaS, Account Management, Solution Selling, Cloud Computing, Salesforce.com, Project Management, Financial Analysis, Microsoft Office, Business Analysis, Accounting, Financial Accounting, Data Analysis, Client Services, Client Liaison, Financial Reporting, Troubleshooting, Process Improvement, Analysis, Finance, Hedge Funds, Equities, Investments, Financial Services, Management, Asset Management, Securities, Portfolio Management
Education
Bergen Community College 1990 — 1993
Associate of Arts and Sciences (A.A.S.), Accounting
SunGard Financial Systems May 2007 - April 2015
DPM Mellon, LLC 2006 - 2007
DPM MELLON, LLC 2004 - 2006
CLINTON GROUP 2002 - 2004
DIMENSION CAPITAL MANAGEMENT 1997 - 2002
Skills
SaaS, Account Management, Solution Selling, Cloud Computing, Salesforce.com, Project Management, Financial Analysis, Microsoft Office, Business Analysis, Accounting, Financial Accounting, Data Analysis, Client Services, Client Liaison, Financial Reporting, Troubleshooting, Process Improvement, Analysis, Finance, Hedge Funds, Equities, Investments, Financial Services, Management, Asset Management, Securities, Portfolio Management
Education
Bergen Community College 1990 — 1993
Associate of Arts and Sciences (A.A.S.), Accounting
Ainsley Castro's Dimension Capital Management Experience March 2014 - Present
Job Senior Fund Accountant at Dimension Capital Management
Industry Investment Management
Experience
Dimension Capital Management March 2014 - Present
Apex Fund Services June 2012 - February 2014
State Street August 2010 - June 2012
State Street Corporation June 2009 - August 2009
Jewish Big Brothers Big Sisters October 2007 - July 2009
Skills
Bloomberg, Mutual Funds, Microsoft Excel, Accounting, Fund Accounting, Investments
Education
Bentley University 2006 — 2010
Bachelor of Science, Finance
Dimension Capital Management March 2014 - Present
Apex Fund Services June 2012 - February 2014
State Street August 2010 - June 2012
State Street Corporation June 2009 - August 2009
Jewish Big Brothers Big Sisters October 2007 - July 2009
Skills
Bloomberg, Mutual Funds, Microsoft Excel, Accounting, Fund Accounting, Investments
Education
Bentley University 2006 — 2010
Bachelor of Science, Finance
Leo Cuervo Leo Cuervo's Dimension Capital Management Experience May 2008 - August 2008
Job Pricing Analyst
Industry Marketing and Advertising
Experience
Yamaha Motor Latin America May 2015 - Present
Westminster Christian School August 2014 - Present
Shiseido May 2013 - April 2014
Richemont April 2010 - August 2011
Florida International University July 2008 - October 2009
Dimension Capital Management May 2008 - August 2008
Skills
Forecasting, Finance, Microsoft Excel, Strategy, PowerPoint, Customer Service, Financial Analysis, Microsoft Office, Microsoft Word, Financial Reporting, Sales, Analysis, Accounting, Business Analysis
Education
Florida International University 2005 — 2012
Bachelor of Science (B.S.), Economics
Yamaha Motor Latin America May 2015 - Present
Westminster Christian School August 2014 - Present
Shiseido May 2013 - April 2014
Richemont April 2010 - August 2011
Florida International University July 2008 - October 2009
Dimension Capital Management May 2008 - August 2008
Skills
Forecasting, Finance, Microsoft Excel, Strategy, PowerPoint, Customer Service, Financial Analysis, Microsoft Office, Microsoft Word, Financial Reporting, Sales, Analysis, Accounting, Business Analysis
Education
Florida International University 2005 — 2012
Bachelor of Science (B.S.), Economics
Miguel Duenas's Dimension Capital Management Experience 2009 - Present
Job President and Chief Investment Officer at Dimension Capital
Industry Investment Management
Experience
Dimension Capital Management 2009 - Present
GD Capital Partners 2005 - 2009
Rhone Group 2001 - 2003
Morgan Stanley 1999 - 2001
Education
Columbia Business School 2003 — 2005
Master of Business Administration (MBA), Value Investing Program
Georgetown University - The McDonough School of Business 1995 — 1999
Bachelor of Arts (B.A.), Finance
Dimension Capital Management 2009 - Present
GD Capital Partners 2005 - 2009
Rhone Group 2001 - 2003
Morgan Stanley 1999 - 2001
Education
Columbia Business School 2003 — 2005
Master of Business Administration (MBA), Value Investing Program
Georgetown University - The McDonough School of Business 1995 — 1999
Bachelor of Arts (B.A.), Finance
Arturo Neto Jr., CFA's Dimension Capital Management Experience February 2006 - February 2008
Job Investment Strategy at EFG International, Neto Financial Group Business Development/Marketing
Industry Financial Services
Experience
Neto Financial Group Inc. April 2015 - Present
EFG Capital International Corp. April 2013 - Present
HSBC Private Bank International July 2011 - April 2013
Neto Financial Group Inc. February 2008 - August 2010
Florida Atlantic University April 2010 - July 2010
OakRun Capital September 2009 - February 2010
Dimension Capital Management February 2006 - February 2008
Gap Inc. November 2004 - February 2006
Accenture February 2002 - November 2004
ConocoPhillips May 2000 - July 2000
Skills
Portfolio Management, Strategic Financial..., Leadership, Investment Banking, Hedge Funds, Financial Services, Financial Analysis, Due Diligence, Asset Management, Alternative Investments, Financial Modeling, Analysis, Banking, Business Planning, Cash Flow, Competitive Analysis, Corporate Finance, Credit Analysis, Entrepreneurship, Equities, Finance, Financial Markets, Financial Statement..., Forecasting, Investments, Management, Management Consulting, Marketing, Marketing Strategy, Mergers, Mergers, Mutual Funds, Private Equity, Process Improvement, Risk Management, Sales, Strategy, Team Building, Valuation, Wealth Management, Investment Advisory, Mergers & Acquisitions, Business Strategy, Fixed Income, Asset Allocation, Investment Strategies
Education
Darden Graduate School of Business 1999 — 2001
MBA, General Mgmt
Florida International University 1996 — 1998
MSF, Finance
Florida International University 1989 — 1993
BBA, Finance
Coral Gables 1984 — 1987
HSD
Neto Financial Group Inc. April 2015 - Present
EFG Capital International Corp. April 2013 - Present
HSBC Private Bank International July 2011 - April 2013
Neto Financial Group Inc. February 2008 - August 2010
Florida Atlantic University April 2010 - July 2010
OakRun Capital September 2009 - February 2010
Dimension Capital Management February 2006 - February 2008
Gap Inc. November 2004 - February 2006
Accenture February 2002 - November 2004
ConocoPhillips May 2000 - July 2000
Skills
Portfolio Management, Strategic Financial..., Leadership, Investment Banking, Hedge Funds, Financial Services, Financial Analysis, Due Diligence, Asset Management, Alternative Investments, Financial Modeling, Analysis, Banking, Business Planning, Cash Flow, Competitive Analysis, Corporate Finance, Credit Analysis, Entrepreneurship, Equities, Finance, Financial Markets, Financial Statement..., Forecasting, Investments, Management, Management Consulting, Marketing, Marketing Strategy, Mergers, Mergers, Mutual Funds, Private Equity, Process Improvement, Risk Management, Sales, Strategy, Team Building, Valuation, Wealth Management, Investment Advisory, Mergers & Acquisitions, Business Strategy, Fixed Income, Asset Allocation, Investment Strategies
Education
Darden Graduate School of Business 1999 — 2001
MBA, General Mgmt
Florida International University 1996 — 1998
MSF, Finance
Florida International University 1989 — 1993
BBA, Finance
Coral Gables 1984 — 1987
HSD
Christopher S Gee, CFA's Dimension Capital Management Experience May 1999 - November 2004
Job First Vice President, Senior Portfolio Manager, The Sterling Group at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2008 - Present
GenSpring Family Offices November 2004 - July 2008
Dimension Capital Management May 1999 - November 2004
Skills
Alternative Investments, Asset Allocation, Equities, Hedge Funds, Investments, Portfolio Management, Asset Management, Capital Markets, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Mutual Funds, Private Equity, Wealth Management
Education
The London School of Economics and Political Science (LSE) 1995 — 1997
MS, Finance and Economics
University of Virginia 1991 — 1992
MA, Public Administration
University of Virginia 1987 — 1991
Bachelor of Arts (BA), Economics
Merrill Lynch July 2008 - Present
GenSpring Family Offices November 2004 - July 2008
Dimension Capital Management May 1999 - November 2004
Skills
Alternative Investments, Asset Allocation, Equities, Hedge Funds, Investments, Portfolio Management, Asset Management, Capital Markets, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Mutual Funds, Private Equity, Wealth Management
Education
The London School of Economics and Political Science (LSE) 1995 — 1997
MS, Finance and Economics
University of Virginia 1991 — 1992
MA, Public Administration
University of Virginia 1987 — 1991
Bachelor of Arts (BA), Economics
Lia Martinez-Machado's Dimension Capital Management Experience 2001 - 2005
Job Accounting Manager, CPA
Industry Nonprofit Organization Management
Experience
John S. and James L. Knight Foundation June 2006 - Present
Kaufman, Rossin & Co. September 2005 - May 2006
Dimension Capital Management 2001 - 2005
Skills
Auditing, Financial Reporting, Nonprofits, Non-profits, Fund Accounting, Financial Analysis, GAAP, QuickBooks, Accounting, SEC filings, CPA
Education
Florida International University - College of Business Administration 2001 — 2003
Master in Science of Taxation
Florida International University - College of Business Administration 1997 — 2001
Bachelors of Accounting
John S. and James L. Knight Foundation June 2006 - Present
Kaufman, Rossin & Co. September 2005 - May 2006
Dimension Capital Management 2001 - 2005
Skills
Auditing, Financial Reporting, Nonprofits, Non-profits, Fund Accounting, Financial Analysis, GAAP, QuickBooks, Accounting, SEC filings, CPA
Education
Florida International University - College of Business Administration 2001 — 2003
Master in Science of Taxation
Florida International University - College of Business Administration 1997 — 2001
Bachelors of Accounting
Albert Marques's Dimension Capital Management Experience December 1990 - Present
Job Chief Operating Officer / Dimension Capital Mgmt.
Industry Investment Management
Experience
Dimension Capital Management December 1990 - Present
Skills
Hedge Funds, Private Equity, Corporate Finance, Financial Analysis, Finance, Fundamental Analysis, Asset Allocation, Investor Relations, Alternative Investments, Asset Management, Fund Of Funds, Management, Portfolio Management, Wealth Management, Business Strategy, Investment Management, Investment Strategies
Education
Florida International University - College of Business Administration
Bachelor of Arts (B.A.), Business Administration and Management, General
Dimension Capital Management December 1990 - Present
Skills
Hedge Funds, Private Equity, Corporate Finance, Financial Analysis, Finance, Fundamental Analysis, Asset Allocation, Investor Relations, Alternative Investments, Asset Management, Fund Of Funds, Management, Portfolio Management, Wealth Management, Business Strategy, Investment Management, Investment Strategies
Education
Florida International University - College of Business Administration
Bachelor of Arts (B.A.), Business Administration and Management, General
Sheena Spaleny's Dimension Capital Management Experience June 2011 - October 2013
Job Compliance Analyst at Carnival Cruise Lines
Industry Legal Services
Experience
Carnival Cruise Lines October 2013 - Present
Dimension Capital Management June 2011 - October 2013
Skills
Equities, Corporate Finance, Investments, Finance, Financial Analysis
Education
Florida International University - College of Business 2009 — 2010
Master of Science of Finance, Finance
University of Florida 2005 — 2009
Bachelor of Science in Business Administration, Finance
Carnival Cruise Lines October 2013 - Present
Dimension Capital Management June 2011 - October 2013
Skills
Equities, Corporate Finance, Investments, Finance, Financial Analysis
Education
Florida International University - College of Business 2009 — 2010
Master of Science of Finance, Finance
University of Florida 2005 — 2009
Bachelor of Science in Business Administration, Finance
Dave Heaslip's Dimension Capital Management Experience March 2011 - February 2015
Job Associate at Marcus & Millichap
Industry Investment Management
Experience
Marcus & Millichap February 2015 - Present
Dimension Capital Management March 2011 - February 2015
Credit Suisse 2008 - March 2011
University of Miami July 2007 - May 2008
Baybrook Homes May 2007 - September 2007
Zen Properties July 2006 - August 2006
Skills
Equities, Valuation, Bloomberg, Fixed Income, Alternative Investments, Hedge Funds, Manager Selection, Private Equity, Due Diligence, Investment Strategies, Capital Markets, Finance, Investments, Financial Markets, Financial Risk, Investment Management, Equity Research, Financial Modeling, Mutual Funds, Asset Allocation, Quantitative Analytics, Investment Banking, Credit, Fund Of Funds, Asset Management, Portfolio Management
Education
University of Miami - School of Business
Bachelor of Science, Finance
Marcus & Millichap February 2015 - Present
Dimension Capital Management March 2011 - February 2015
Credit Suisse 2008 - March 2011
University of Miami July 2007 - May 2008
Baybrook Homes May 2007 - September 2007
Zen Properties July 2006 - August 2006
Skills
Equities, Valuation, Bloomberg, Fixed Income, Alternative Investments, Hedge Funds, Manager Selection, Private Equity, Due Diligence, Investment Strategies, Capital Markets, Finance, Investments, Financial Markets, Financial Risk, Investment Management, Equity Research, Financial Modeling, Mutual Funds, Asset Allocation, Quantitative Analytics, Investment Banking, Credit, Fund Of Funds, Asset Management, Portfolio Management
Education
University of Miami - School of Business
Bachelor of Science, Finance
Gilad Ashpis's Dimension Capital Management Experience September 2012 - July 2013
Job Senior Associate at Avant
Industry Financial Services
Experience
Avant July 2015 - Present
OneWest Bank June 2014 - July 2015
Dimension Capital Management September 2012 - July 2013
Colchester Global Investors Limited June 2012 - August 2012
University of Miami September 2011 - December 2011
Alpha Epsilon Pi November 2010 - November 2011
University of Miami May 2011 - September 2011
University of Miami September 2010 - May 2011
American Greetings Corporation June 2010 - August 2010
Skills
Quantitative Finance, Portfolio Management, Financial Modeling, Statistics, Machine Learning, VBA, Social Media, Visual Basic, Data Mining, Microsoft Excel, PowerPoint, Microsoft Word, Matlab, Bloomberg Terminal, Access, SAS, R, Arena Simulation..., C++, Credit Risk, Alternative Investments, Decision Analysis, Equity Valuation, Credit Derivatives, Equity Derivatives, Python, Monte Carlo Simulation, Regression Analysis, Optimization, SQL, Reverse Mortgages, Residential Mortgages, Stress Testing, Forecasting, DFAST
Education
Stanford University 2013 — 2014
Master of Science (M.S.), Management Science and Engineering
University of Miami - School of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance and Management Science
Hogeschool van Amsterdam 2012 — 2012
International Business and Language, Study Abroad Semester
Avant July 2015 - Present
OneWest Bank June 2014 - July 2015
Dimension Capital Management September 2012 - July 2013
Colchester Global Investors Limited June 2012 - August 2012
University of Miami September 2011 - December 2011
Alpha Epsilon Pi November 2010 - November 2011
University of Miami May 2011 - September 2011
University of Miami September 2010 - May 2011
American Greetings Corporation June 2010 - August 2010
Skills
Quantitative Finance, Portfolio Management, Financial Modeling, Statistics, Machine Learning, VBA, Social Media, Visual Basic, Data Mining, Microsoft Excel, PowerPoint, Microsoft Word, Matlab, Bloomberg Terminal, Access, SAS, R, Arena Simulation..., C++, Credit Risk, Alternative Investments, Decision Analysis, Equity Valuation, Credit Derivatives, Equity Derivatives, Python, Monte Carlo Simulation, Regression Analysis, Optimization, SQL, Reverse Mortgages, Residential Mortgages, Stress Testing, Forecasting, DFAST
Education
Stanford University 2013 — 2014
Master of Science (M.S.), Management Science and Engineering
University of Miami - School of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance and Management Science
Hogeschool van Amsterdam 2012 — 2012
International Business and Language, Study Abroad Semester
Julie Codina's Dimension Capital Management Experience October 2006 - July 2010
Job Senior Financial Analyst at Laureate International Universities
Industry Airlines/Aviation
Experience
Laureate International Universities May 2013 - Present
American Airlines July 2010 - May 2013
Dimension Capital Management October 2006 - July 2010
Skills
Valuation, Management, Financial Analysis, Financial Reporting, Aviation, Variance Analysis, Portfolio Management, Process Improvement, Forecasting, Financial Forecasting, Finance, Financial Modeling, Microsoft Excel
Education
University of Florida 2012 — 2013
Master of Business Administration (MBA)
Florida International University
Bachelor of Business Administration (B.B.A.), Finance, General, Magna Cum Laude
Laureate International Universities May 2013 - Present
American Airlines July 2010 - May 2013
Dimension Capital Management October 2006 - July 2010
Skills
Valuation, Management, Financial Analysis, Financial Reporting, Aviation, Variance Analysis, Portfolio Management, Process Improvement, Forecasting, Financial Forecasting, Finance, Financial Modeling, Microsoft Excel
Education
University of Florida 2012 — 2013
Master of Business Administration (MBA)
Florida International University
Bachelor of Business Administration (B.B.A.), Finance, General, Magna Cum Laude
Ryan Ore's Dimension Capital Management Experience December 2013 - Present
Job Fund Accountant at Dimension Capital Management
Industry Financial Services
Experience
Dimension Capital Management December 2013 - Present
Marriott International September 2011 - July 2013
Skills
Financial Analysis, Financial Reporting, Forecasting, Revenue Analysis, Budgets, Finance, Financial Modeling, Financial Accounting, Managerial Finance
Education
Florida International University - College of Business 2013 — 2014
Master's degree, Finance and Financial Management Services
Florida International University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Dimension Capital Management December 2013 - Present
Marriott International September 2011 - July 2013
Skills
Financial Analysis, Financial Reporting, Forecasting, Revenue Analysis, Budgets, Finance, Financial Modeling, Financial Accounting, Managerial Finance
Education
Florida International University - College of Business 2013 — 2014
Master's degree, Finance and Financial Management Services
Florida International University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Paul Lacoste Maddock III's Dimension Capital Management Experience September 2009 - Present
Job Director Client Relations at Dimension Capital Management
Industry Investment Management
Experience
Dimension Capital Management September 2009 - Present
Bessemer Trust July 2004 - September 2009
Education
Southern Methodist University
Bachelor of Arts (BA), Economics
The Lawrenceville School
Dimension Capital Management September 2009 - Present
Bessemer Trust July 2004 - September 2009
Education
Southern Methodist University
Bachelor of Arts (BA), Economics
The Lawrenceville School
William Reilly's Dimension Capital Management Experience 2009 - 2012
Job Senior Vice President at Sandalwood Securities, Inc.
Industry Financial Services
Experience
Sandalwood Securities, Inc. October 2012 - Present
Dimension Capital Management 2009 - 2012
Collins Capital Investments, LLC 2006 - 2008
Skills
Asset Management, Investments, Credit, Portfolio Management, Financial Modeling, Hedge Funds, Series 7, Valuation, Corporate Finance, Equities, Investment Strategies, Bloomberg, Financial Markets, Alternative Investments, Fixed Income, Financial Analysis, Securities, Wealth Management, Investment Banking, Private Equity, Asset Allocation, Marketing, Mutual Funds, Business Development, Investment Management, Emerging Markets, Investment Advisory, Derivatives, ETFs, Equity Research, Fund Of Funds, Hedging
Education
University of Notre Dame 1999 — 2003
BBA, Finance
Sandalwood Securities, Inc. October 2012 - Present
Dimension Capital Management 2009 - 2012
Collins Capital Investments, LLC 2006 - 2008
Skills
Asset Management, Investments, Credit, Portfolio Management, Financial Modeling, Hedge Funds, Series 7, Valuation, Corporate Finance, Equities, Investment Strategies, Bloomberg, Financial Markets, Alternative Investments, Fixed Income, Financial Analysis, Securities, Wealth Management, Investment Banking, Private Equity, Asset Allocation, Marketing, Mutual Funds, Business Development, Investment Management, Emerging Markets, Investment Advisory, Derivatives, ETFs, Equity Research, Fund Of Funds, Hedging
Education
University of Notre Dame 1999 — 2003
BBA, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY