Dynasty Financial Partners
Industry: Company
DescriptionFounded: 2010 Subsidiaries: Dynasty Wealth Management, LLC, Dynasty Securities, LlcFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportDynasty Financial PartnersWebsiteDirections Saved (0) Saved Save Consultant in Chicago, Illinois Address: 33 N Dearborn St #1160, Chicago, IL 60602 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–6PMTuesday9AM–6PMWednesday9AM–6PMThursday9AM–6PMFriday9AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 373-1000: : Category: : Website: : : Place name: : Website: http://www.dynastyfinancialpartners.com/ Category: Consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Dynasty Financial Partners Posting publicly on the Web Write a review Reviews Be the first to review
Dynasty Financial Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Dynasty Financial Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Dynasty Financial Partners Salaries. You can even request information on how much does Dynasty Financial Partners pay if you want to. Learn about salaries, pros and cons of working for Dynasty Financial Partners 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!
33 Dynasty Financial Partners employees in database. Find out everything there's to know about Dynasty Financial Partners 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.
Dynasty Financial Partners Employees
Employee
Years
Job
Industry
Rebecca Kavanagh Rebecca Kavanagh's Dynasty Financial Partners Experience June 2014 - Present
Job Executive Assistant at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners June 2014 - Present
Bottomless Closet 2015 - 2015
Young Audiences of New Jersey January 2014 - April 2014
Spring Break Art Show March 2014 - March 2014
Attachments May 2013 - January 2014
The Zimmerli Art Museum September 2010 - December 2012
the Printmaking Center of New Jersey June 2009 - August 2012
Skills
Research, Fundraising, Highly detail oriented, Organization, Always Punctual, Nonprofits, Microsoft Office, Event Planning, Facebook, Microsoft Word, Italian, Volunteer Management, Public Speaking, Art History, Community Outreach, Pages, Microsoft Excel, Communication, Leadership, Teamwork, PowerPoint
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.), Bachelors of Fine Art (B.F.A.), Fine and Studio Arts and Art History
Somerville High School 2006 — 2010
Diploma, Core curriculum
Dynasty Financial Partners June 2014 - Present
Bottomless Closet 2015 - 2015
Young Audiences of New Jersey January 2014 - April 2014
Spring Break Art Show March 2014 - March 2014
Attachments May 2013 - January 2014
The Zimmerli Art Museum September 2010 - December 2012
the Printmaking Center of New Jersey June 2009 - August 2012
Skills
Research, Fundraising, Highly detail oriented, Organization, Always Punctual, Nonprofits, Microsoft Office, Event Planning, Facebook, Microsoft Word, Italian, Volunteer Management, Public Speaking, Art History, Community Outreach, Pages, Microsoft Excel, Communication, Leadership, Teamwork, PowerPoint
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.), Bachelors of Fine Art (B.F.A.), Fine and Studio Arts and Art History
Somerville High School 2006 — 2010
Diploma, Core curriculum
Julie Brooke Julie Brooke's Dynasty Financial Partners Experience August 2011 - March 2012
Job High School Social Studies Teacher at Houston ISD
Industry Education Management
Experience
Houston ISD August 2015 - Present
YES Prep Public Schools September 2012 - August 2015
Dynasty Financial Partners August 2011 - March 2012
Aldine Independent School District January 2009 - June 2011
Gallery Furniture December 2006 - December 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Public Speaking, Microsoft Word, Editing, Sales, Recruiting, Leadership, Training, Time Management, Management, Research
Education
Houston Baptist University 2012 — 2014
Master of Education (M.Ed.), Curriculum and Instruction with a Specialization in Instructional Technology
Texas A&M University 2003 — 2008
Bachelor of Arts (B.A.), Political Science, Minor in Business Administration
Cy Creek High School
Houston ISD August 2015 - Present
YES Prep Public Schools September 2012 - August 2015
Dynasty Financial Partners August 2011 - March 2012
Aldine Independent School District January 2009 - June 2011
Gallery Furniture December 2006 - December 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Public Speaking, Microsoft Word, Editing, Sales, Recruiting, Leadership, Training, Time Management, Management, Research
Education
Houston Baptist University 2012 — 2014
Master of Education (M.Ed.), Curriculum and Instruction with a Specialization in Instructional Technology
Texas A&M University 2003 — 2008
Bachelor of Arts (B.A.), Political Science, Minor in Business Administration
Cy Creek High School
Jason Pinkham Jason Pinkham's Dynasty Financial Partners Experience November 2010 - Present
Job Partner at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners November 2010 - Present
Pittsburgh Pirates January 2007 - February 2010
Major League Baseball July 2006 - January 2007
Pittsburgh Pirates August 2005 - June 2006
Morgan Stanley September 2002 - May 2005
Education
Bates College 1998 — 2002
Bachelor's of Arts, Economics
Dynasty Financial Partners November 2010 - Present
Pittsburgh Pirates January 2007 - February 2010
Major League Baseball July 2006 - January 2007
Pittsburgh Pirates August 2005 - June 2006
Morgan Stanley September 2002 - May 2005
Education
Bates College 1998 — 2002
Bachelor's of Arts, Economics
John F. Sullivan John F. Sullivan's Dynasty Financial Partners Experience July 2012 - Present
Job SVP Relationship Management at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners July 2012 - Present
Morgan Stanley Smith Barney July 2009 - January 2012
Smith Barney May 2007 - June 2009
Smith Barney April 2004 - May 2007
Smith Barney April 1999 - April 2004
The Citibank Private Bank January 1996 - March 1999
Citigroup Global Equipment Finance January 1993 - December 1995
Citigroup Global Equipment Finance September 1989 - December 1992
Skills
Comprehensive Wealth..., Coaching and..., Collaborative Problem..., Team Player, Retirement Planning, Consultative sales, Banking, High Net Worth..., Wealth Transfer, Business Development, Recruiting, Wealth, Wealth Management..., Finance, Investment Advisory, Mutual Funds, Series 24, Relationship Management, Alternative Investments, Wealth Management, Series 63, Investments, Series 7, FINRA, Financial Services
Education
University of Maryland College Park 1985 — 1989
BA, Political Science, Economics
Dynasty Financial Partners July 2012 - Present
Morgan Stanley Smith Barney July 2009 - January 2012
Smith Barney May 2007 - June 2009
Smith Barney April 2004 - May 2007
Smith Barney April 1999 - April 2004
The Citibank Private Bank January 1996 - March 1999
Citigroup Global Equipment Finance January 1993 - December 1995
Citigroup Global Equipment Finance September 1989 - December 1992
Skills
Comprehensive Wealth..., Coaching and..., Collaborative Problem..., Team Player, Retirement Planning, Consultative sales, Banking, High Net Worth..., Wealth Transfer, Business Development, Recruiting, Wealth, Wealth Management..., Finance, Investment Advisory, Mutual Funds, Series 24, Relationship Management, Alternative Investments, Wealth Management, Series 63, Investments, Series 7, FINRA, Financial Services
Education
University of Maryland College Park 1985 — 1989
BA, Political Science, Economics
Rukmini Mahurkar Rukmini Mahurkar's Dynasty Financial Partners Experience May 2011 - April 2012
Job Consultant at Strategy&, formerly Booz and Company
Industry Management Consulting
Experience
Strategy& (formerly Booz & Company) October 2014 - Present
UNIQLO May 2013 - August 2013
Unilever June 2012 - August 2012
Dynasty Financial Partners May 2011 - April 2012
Women's Crisis Center July 2010 - August 2010
Skills
Editing, Political Science, International Relations, French, Fundraising, PowerPoint, Microsoft Office, Copy Editing, Writing, Research, Microsoft Excel
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts, Political Science and Business
American School of Bombay 2007 — 2010
International Baccalaureate, Higher Levels: Mathematics, English, French. Standard Levels: Economics, Biology, Psychology
Strategy& (formerly Booz & Company) October 2014 - Present
UNIQLO May 2013 - August 2013
Unilever June 2012 - August 2012
Dynasty Financial Partners May 2011 - April 2012
Women's Crisis Center July 2010 - August 2010
Skills
Editing, Political Science, International Relations, French, Fundraising, PowerPoint, Microsoft Office, Copy Editing, Writing, Research, Microsoft Excel
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts, Political Science and Business
American School of Bombay 2007 — 2010
International Baccalaureate, Higher Levels: Mathematics, English, French. Standard Levels: Economics, Biology, Psychology
Jim DiPisa, CFA's Dynasty Financial Partners Experience October 2013 - Present
Job Vice President, Investments
Industry Financial Services
Experience
Dynasty Financial Partners October 2013 - Present
Goldman Sachs August 2010 - April 2013
Goldman Sachs July 2007 - August 2010
Skills
Capital Markets, Equities, Venture Capital, Private Placements, Equity Valuation, Bloomberg, Securities, Trading, Electronic Trading, Valuation, Financial Markets, Investments, Trading Systems, Equity Trading, Technical Analysis, Portfolio Management, Investment Banking, Bonds, Fixed Income, Microsoft Office, VBA, Series 7, Series 63, IPO, Options, Bloomberg Terminal, Economics, Investor Relations, Volatility, FINRA, Alternative Investments, Wealth Management, Asset Management, Mutual Funds, Series 3, Series 55, Series 72, Financial Services, Hedge Funds, Equity Research, Derivatives, Equity Derivatives, Emerging Markets, Private Equity, Structured Products, Investment Management, Asset Allocation, Investment Strategies, Equity Capital Markets, ETFs
Education
Lehigh University 2003 — 2007
BS, Integrated Business & Engineering (IBE) - Industrial Engineering
Lehigh University 2003 — 2007
BS, Finance
Ramapo High School 1999 — 2003
Dynasty Financial Partners October 2013 - Present
Goldman Sachs August 2010 - April 2013
Goldman Sachs July 2007 - August 2010
Skills
Capital Markets, Equities, Venture Capital, Private Placements, Equity Valuation, Bloomberg, Securities, Trading, Electronic Trading, Valuation, Financial Markets, Investments, Trading Systems, Equity Trading, Technical Analysis, Portfolio Management, Investment Banking, Bonds, Fixed Income, Microsoft Office, VBA, Series 7, Series 63, IPO, Options, Bloomberg Terminal, Economics, Investor Relations, Volatility, FINRA, Alternative Investments, Wealth Management, Asset Management, Mutual Funds, Series 3, Series 55, Series 72, Financial Services, Hedge Funds, Equity Research, Derivatives, Equity Derivatives, Emerging Markets, Private Equity, Structured Products, Investment Management, Asset Allocation, Investment Strategies, Equity Capital Markets, ETFs
Education
Lehigh University 2003 — 2007
BS, Integrated Business & Engineering (IBE) - Industrial Engineering
Lehigh University 2003 — 2007
BS, Finance
Ramapo High School 1999 — 2003
Sally Cates Sally Cates's Dynasty Financial Partners Experience April 2012 - Present
Job Director of Public Relations and Communications, Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners April 2012 - Present
Milton Point Communications Group LLC March 2009 - March 2015
Epsilon May 2008 - March 2009
Thomson Financial May 2006 - May 2008
Citigroup Wealth Management September 1994 - June 2005
Skills
Public Relations, Wealth Management, Finance, Media Relations, Digital Marketing, Investment Management, Financial Services, Strategy, Content Development, Asset Management, Blogging, New Media, Marketing, Public Speaking, Corporate Communications, Marketing Communications, Business Development, Crisis Communications, Internal Communications, Strategic Communications, Equities, Integrated Marketing, Capital Markets, Leadership, Financial Advisory, Investor Relations, Business Strategy, Program Management, Management, Strategic Planning, Portfolio Management, Wealth, Investments, Strategic Partnerships, Alternative Investments, Private Equity
Education
University of California, Santa Barbara 1976 — 1980
Dynasty Financial Partners April 2012 - Present
Milton Point Communications Group LLC March 2009 - March 2015
Epsilon May 2008 - March 2009
Thomson Financial May 2006 - May 2008
Citigroup Wealth Management September 1994 - June 2005
Skills
Public Relations, Wealth Management, Finance, Media Relations, Digital Marketing, Investment Management, Financial Services, Strategy, Content Development, Asset Management, Blogging, New Media, Marketing, Public Speaking, Corporate Communications, Marketing Communications, Business Development, Crisis Communications, Internal Communications, Strategic Communications, Equities, Integrated Marketing, Capital Markets, Leadership, Financial Advisory, Investor Relations, Business Strategy, Program Management, Management, Strategic Planning, Portfolio Management, Wealth, Investments, Strategic Partnerships, Alternative Investments, Private Equity
Education
University of California, Santa Barbara 1976 — 1980
Damian Lo Basso Damian Lo Basso's Dynasty Financial Partners Experience January 2015 - Present
Job Vice President Finance
Industry Banking
Experience
Dynasty Financial Partners January 2015 - Present
Merrill Lynch May 2014 - December 2014
Deutsche Bank Securities June 2008 - May 2014
Kaplan Plavin & Steinhardt June 2005 - December 2008
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Investment Banking, Financial Analysis, Fixed Income, Capital Markets, Corporate Finance, Private Equity, Due Diligence, Equity Research, Alternative Investments, Investments, Structured Finance, Finance, Wealth Management, Financial Risk, Financial Advisory
Education
Providence College 2005 — 2009
B.S., Accountancy
Bergen Catholic
Bergen Catholic
Holdrum
Dynasty Financial Partners January 2015 - Present
Merrill Lynch May 2014 - December 2014
Deutsche Bank Securities June 2008 - May 2014
Kaplan Plavin & Steinhardt June 2005 - December 2008
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Investment Banking, Financial Analysis, Fixed Income, Capital Markets, Corporate Finance, Private Equity, Due Diligence, Equity Research, Alternative Investments, Investments, Structured Finance, Finance, Wealth Management, Financial Risk, Financial Advisory
Education
Providence College 2005 — 2009
B.S., Accountancy
Bergen Catholic
Bergen Catholic
Holdrum
Daniel Hartigan Daniel Hartigan's Dynasty Financial Partners Experience August 2013 - Present
Job Office Manager at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners August 2013 - Present
On-Camera Audiences May 2013 - August 2013
PexCard December 2012 - May 2013
TransPerfect July 2012 - November 2012
Wapnick Productions January 2011 - June 2012
Skills
Human Resources, Management, Banking, Film, Analysis, Sales, Accounting, Data Entry, Editing, Budgets, Translation, Television, Customer Service, Video Games, Transgenic Mice, Pharmaceutical Research, Tap Dance, Cat Herding, Sleep Apnea, Pet Sitting, Bass Fishing, Ice Climbing, Portuguese, Pizza, Offshore Oil & Gas, Alcoholic Beverages, Research, Social Media Marketing, Microsoft Office, Social Media, Microsoft Word, Marketing, Event Planning, Social Networking
Education
Chapman University 2005 — 2009
B.A, English
Chapman University in Ireland and England
Dynasty Financial Partners August 2013 - Present
On-Camera Audiences May 2013 - August 2013
PexCard December 2012 - May 2013
TransPerfect July 2012 - November 2012
Wapnick Productions January 2011 - June 2012
Skills
Human Resources, Management, Banking, Film, Analysis, Sales, Accounting, Data Entry, Editing, Budgets, Translation, Television, Customer Service, Video Games, Transgenic Mice, Pharmaceutical Research, Tap Dance, Cat Herding, Sleep Apnea, Pet Sitting, Bass Fishing, Ice Climbing, Portuguese, Pizza, Offshore Oil & Gas, Alcoholic Beverages, Research, Social Media Marketing, Microsoft Office, Social Media, Microsoft Word, Marketing, Event Planning, Social Networking
Education
Chapman University 2005 — 2009
B.A, English
Chapman University in Ireland and England
Ara Markarian Ara Markarian's Dynasty Financial Partners Experience December 2014 - June 2015
Job Business Transformation Consultant at IBM
Industry Venture Capital & Private Equity
Experience
IBM June 2015 - Present
Dynasty Financial Partners December 2014 - June 2015
Armenian Youth Federation Eastern Region August 2013 - September 2014
University of Michigan Center for Entrepreneurship (CFE) January 2012 - March 2014
General Motors 2014 - 2014
Griffon Ventures May 2013 - September 2013
Nexecon Consulting Group January 2012 - September 2013
Chrysler Group LLC April 2012 - September 2012
Education
University of Michigan College of Engineering 2009 — 2014
Bachelor of Science Engineering (BSE), Industrial and Operations Engineering
University of Michigan College of Literature, Science, and the Arts 2009 — 2014
Bachelor of Science (BS), Informatics - Social Computing
IBM June 2015 - Present
Dynasty Financial Partners December 2014 - June 2015
Armenian Youth Federation Eastern Region August 2013 - September 2014
University of Michigan Center for Entrepreneurship (CFE) January 2012 - March 2014
General Motors 2014 - 2014
Griffon Ventures May 2013 - September 2013
Nexecon Consulting Group January 2012 - September 2013
Chrysler Group LLC April 2012 - September 2012
Education
University of Michigan College of Engineering 2009 — 2014
Bachelor of Science Engineering (BSE), Industrial and Operations Engineering
University of Michigan College of Literature, Science, and the Arts 2009 — 2014
Bachelor of Science (BS), Informatics - Social Computing
Marcus Wilson's Dynasty Financial Partners Experience December 2010 - Present
Job Senior Vice President, Platform Operations at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners December 2010 - Present
U.S. Trust, Bank of America Private Wealth Management, Merrill Lynch Pierce Fenner and Smith November 2008 - December 2010
Banc of America Investments October 2007 - November 2008
Merrill Lynch March 2007 - September 2007
Briganti Napoli January 2006 - September 2006
Skills
Investments, Estate Planning, Wealth, Financial Advisory, Banking, Wealth Management, Hedge Funds, Wealth Management..., Sales, Finance, Investment Management, Capital Markets, Credit, Asset Management, Portfolio Management, Series 7, Fixed Income, Equities, Alternative Investments, Management
Education
University of Notre Dame 2001 — 2005
BA, Markerting/ Sociology/ Computer Applications
Poly Prep Country Day School 1997 — 2001
Dynasty Financial Partners December 2010 - Present
U.S. Trust, Bank of America Private Wealth Management, Merrill Lynch Pierce Fenner and Smith November 2008 - December 2010
Banc of America Investments October 2007 - November 2008
Merrill Lynch March 2007 - September 2007
Briganti Napoli January 2006 - September 2006
Skills
Investments, Estate Planning, Wealth, Financial Advisory, Banking, Wealth Management, Hedge Funds, Wealth Management..., Sales, Finance, Investment Management, Capital Markets, Credit, Asset Management, Portfolio Management, Series 7, Fixed Income, Equities, Alternative Investments, Management
Education
University of Notre Dame 2001 — 2005
BA, Markerting/ Sociology/ Computer Applications
Poly Prep Country Day School 1997 — 2001
Austin Philbin Austin Philbin's Dynasty Financial Partners Experience May 2012 - Present
Job Senior Vice President, Relationship Management at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners May 2012 - Present
Skills
Wealth Management, Retirement, New Business Development, Change Management, Investment Strategies, Wealth Management..., Finance, Wealth, Emotional Intelligence, Uniform Combined State..., Strategic Thinking, Estate Planning, Leadership, Alternative Investments, Series 63, Asset Allocation, Language Development, Language Skills, CRM, Hedge Funds, Portfolio Management, Investment Management, Business Development, Investments
Education
Bates College 1996 — 2000
BA
Universidad de San José 1998 — 1999
Dynasty Financial Partners May 2012 - Present
Skills
Wealth Management, Retirement, New Business Development, Change Management, Investment Strategies, Wealth Management..., Finance, Wealth, Emotional Intelligence, Uniform Combined State..., Strategic Thinking, Estate Planning, Leadership, Alternative Investments, Series 63, Asset Allocation, Language Development, Language Skills, CRM, Hedge Funds, Portfolio Management, Investment Management, Business Development, Investments
Education
Bates College 1996 — 2000
BA
Universidad de San José 1998 — 1999
Becca Knauss Becca Knauss's Dynasty Financial Partners Experience June 2013 - Present
Job Vice President, Transition & Advisor Services at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners June 2013 - Present
Harris myCFO a part of BMO Financial Group March 2012 - June 2013
HighTower 2008 - 2012
Skills
Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Investments, Investment Advisory, Wealth Management..., Investment Strategies, Investment Management, Finance, Financial Advisory, Retirement Planning, Asset Management, Wealth, Securities
Education
Michigan State University
Dynasty Financial Partners June 2013 - Present
Harris myCFO a part of BMO Financial Group March 2012 - June 2013
HighTower 2008 - 2012
Skills
Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Investments, Investment Advisory, Wealth Management..., Investment Strategies, Investment Management, Finance, Financial Advisory, Retirement Planning, Asset Management, Wealth, Securities
Education
Michigan State University
Loren Morris Loren Morris's Dynasty Financial Partners Experience 2011 - 2012
Job Director, Strategic Development at MarketCounsel
Industry Management Consulting
Experience
MarketCounsel April 2015 - Present
Cantor Fitzgerald 2013 - March 2015
Dynasty Financial Partners 2011 - 2012
Charles Schwab Advisor Services 2008 - 2011
RCM Saratoga Capital 2003 - 2007
Renaissance Capital Partners 2002 - 2003
Merrill Lynch 1999 - 2001
The Chubb Group of Insurance Companies 1991 - 1997
Skills
Alternative Investments, Asset Management, Business Strategy, Equities, Finance, Financial Advisory, Financial Services, Hedge Funds, Investment Banking, Management, Mergers, Mutual Funds, Portfolio Management, Risk Management, Securities, Series 7, Start-ups, Strategic Planning, Strategy, Venture Capital, Wealth, Wealth Management, Wealth Management..., Investments
Education
The Tuck School of Business at Dartmouth 1997 — 1999
MBA, Finance
Yale University 1987 — 1991
BA, Political Science
MarketCounsel April 2015 - Present
Cantor Fitzgerald 2013 - March 2015
Dynasty Financial Partners 2011 - 2012
Charles Schwab Advisor Services 2008 - 2011
RCM Saratoga Capital 2003 - 2007
Renaissance Capital Partners 2002 - 2003
Merrill Lynch 1999 - 2001
The Chubb Group of Insurance Companies 1991 - 1997
Skills
Alternative Investments, Asset Management, Business Strategy, Equities, Finance, Financial Advisory, Financial Services, Hedge Funds, Investment Banking, Management, Mergers, Mutual Funds, Portfolio Management, Risk Management, Securities, Series 7, Start-ups, Strategic Planning, Strategy, Venture Capital, Wealth, Wealth Management, Wealth Management..., Investments
Education
The Tuck School of Business at Dartmouth 1997 — 1999
MBA, Finance
Yale University 1987 — 1991
BA, Political Science
Edward Swenson's Dynasty Financial Partners Experience August 2009 - Present
Job COO at Dynasty Financial Partners, LLC
Industry Financial Services
Experience
Dynasty Financial Partners August 2009 - Present
Legg Mason November 2005 - December 2008
Citigroup, New York November 1999 - November 2005
Skills
Wealth Management, Portfolio Management, Product Development, Asset Management, Finance, Strategy, Investment Advisory, Financial Services, Entrepreneurship, Trading, Business Strategy, New Business Development, Business Process, Securities, Cross-functional Team..., Accounting, Project Implementation, Managed Money
Education
New York University - Leonard N. Stern School of Business
MBA
London School of Economics and Political Science
BS
Dynasty Financial Partners August 2009 - Present
Legg Mason November 2005 - December 2008
Citigroup, New York November 1999 - November 2005
Skills
Wealth Management, Portfolio Management, Product Development, Asset Management, Finance, Strategy, Investment Advisory, Financial Services, Entrepreneurship, Trading, Business Strategy, New Business Development, Business Process, Securities, Cross-functional Team..., Accounting, Project Implementation, Managed Money
Education
New York University - Leonard N. Stern School of Business
MBA
London School of Economics and Political Science
BS
Paul Landaiche Paul Landaiche's Dynasty Financial Partners Experience January 2015 - Present
Job Director of RIA Growth at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners January 2015 - Present
Elite Practice Management December 2013 - December 2014
Merrill Lynch Wealth Management July 2009 - April 2013
Merrill Lynch August 2007 - July 2009
Merrill Lynch February 2005 - August 2007
Merrill Lynch January 1999 - August 2007
Merrill Lynch July 2001 - February 2005
Willis Faber North America, Inc. March 1997 - February 1998
E.W. Blanch Company June 1995 - February 1997
Education
Hampden-Sydney College 1989 — 1994
Bachelor of Science (B.S.)
The Episcopal Academy 1985 — 1989
High School
Dynasty Financial Partners January 2015 - Present
Elite Practice Management December 2013 - December 2014
Merrill Lynch Wealth Management July 2009 - April 2013
Merrill Lynch August 2007 - July 2009
Merrill Lynch February 2005 - August 2007
Merrill Lynch January 1999 - August 2007
Merrill Lynch July 2001 - February 2005
Willis Faber North America, Inc. March 1997 - February 1998
E.W. Blanch Company June 1995 - February 1997
Education
Hampden-Sydney College 1989 — 1994
Bachelor of Science (B.S.)
The Episcopal Academy 1985 — 1989
High School
Shirl Penney's Dynasty Financial Partners Experience November 2010 - Present
Job President, Chief Executive Officer at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners November 2010 - Present
Citigroup June 2005 - August 2008
Citigroup January 2007 - June 2008
Salomon Smith Barney June 1999 - June 2005
Education
Bates College 1995 — 1999
Bachelor of Science (BS), Economics
Bates College 1995 — 1999
Bachelors of Science with Major in Economics
Dynasty Financial Partners November 2010 - Present
Citigroup June 2005 - August 2008
Citigroup January 2007 - June 2008
Salomon Smith Barney June 1999 - June 2005
Education
Bates College 1995 — 1999
Bachelor of Science (BS), Economics
Bates College 1995 — 1999
Bachelors of Science with Major in Economics
David Westcott David Westcott's Dynasty Financial Partners Experience February 2012 - Present
Job CEO and CMO at Westcott Associates Marketing & Media
Industry Financial Services
Experience
Dynasty Financial Partners February 2012 - Present
Westcott Associates Marketing & Media 2010 - Present
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney June 2007 - June 2009
Smith Barney May 2004 - May 2007
Salomon Smith Barney June 1996 - June 2004
Smith Barney July 1989 - June 1996
Reader's Digest June 1981 - June 1989
Skills
Strategy, Marketing, Strategic Communications, Financial Services, Equities, Editing, Event Management, Portfolio Management, Business Planning, Public Speaking, Management, Series 7, Broadcast, Program Management, Direct Marketing, Video, Corporate Communications, Marketing Communications, Television, Integrated Marketing, Training, Public Relations, Online Marketing, Marketing Strategy, Strategic Partnerships, Web Content, Digital Marketing, Entrepreneurship, Digital Media, Online Advertising, Content Strategy, Social Media Marketing, Digital Strategy, Internal Communications, Sales, Brand Development, Content Development, Investor Relations, Alternative Investments, Email Marketing, Advertising, Series 63, Interactive Marketing, ETFs, Wealth Management, Content Management, Asset Allocation, Lead Generation, Series 24, Content Marketing
Education
Emerson College 1980 — 1982
MA, Film & Communications
University of Maryland College Park 1975 — 1978
Bachelor of Science (BS), Journalism
Dynasty Financial Partners February 2012 - Present
Westcott Associates Marketing & Media 2010 - Present
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney June 2007 - June 2009
Smith Barney May 2004 - May 2007
Salomon Smith Barney June 1996 - June 2004
Smith Barney July 1989 - June 1996
Reader's Digest June 1981 - June 1989
Skills
Strategy, Marketing, Strategic Communications, Financial Services, Equities, Editing, Event Management, Portfolio Management, Business Planning, Public Speaking, Management, Series 7, Broadcast, Program Management, Direct Marketing, Video, Corporate Communications, Marketing Communications, Television, Integrated Marketing, Training, Public Relations, Online Marketing, Marketing Strategy, Strategic Partnerships, Web Content, Digital Marketing, Entrepreneurship, Digital Media, Online Advertising, Content Strategy, Social Media Marketing, Digital Strategy, Internal Communications, Sales, Brand Development, Content Development, Investor Relations, Alternative Investments, Email Marketing, Advertising, Series 63, Interactive Marketing, ETFs, Wealth Management, Content Management, Asset Allocation, Lead Generation, Series 24, Content Marketing
Education
Emerson College 1980 — 1982
MA, Film & Communications
University of Maryland College Park 1975 — 1978
Bachelor of Science (BS), Journalism
Alex Rosenberg Alex Rosenberg's Dynasty Financial Partners Experience February 2015 - Present
Job Intern at Dynasty Financial Partners
Industry Higher Education
Experience
Columbia University August 2011 - Present
Dynasty Financial Partners February 2015 - Present
Weil Gotshal and Manges April 2014 - July 2014
Columbia University May 2012 - August 2012
Sports Academy September 2009 - November 2010
Skills
PowerPoint, Microsoft Office
Education
Columbia University in the City of New York 2011 — 2015
Columbia University August 2011 - Present
Dynasty Financial Partners February 2015 - Present
Weil Gotshal and Manges April 2014 - July 2014
Columbia University May 2012 - August 2012
Sports Academy September 2009 - November 2010
Skills
PowerPoint, Microsoft Office
Education
Columbia University in the City of New York 2011 — 2015
Jason Diamond's Dynasty Financial Partners Experience June 2013 - August 2013
Job Markets Group Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Sterne Agee June 2014 - August 2014
Dynasty Financial Partners June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Superior Court of New Jersey May 2011 - July 2011
Skills
Mathematics, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Social Media, Data Analysis, Leadership, Research, Analysis
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Bank of America Merrill Lynch July 2015 - Present
Sterne Agee June 2014 - August 2014
Dynasty Financial Partners June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Superior Court of New Jersey May 2011 - July 2011
Skills
Mathematics, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Social Media, Data Analysis, Leadership, Research, Analysis
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Benjamin Bines's Dynasty Financial Partners Experience June 2014 - Present
Job Chief of Staff at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners June 2014 - Present
Rumi Spice January 2013 - Present
US Navy 2009 - 2013
US Navy February 2005 - February 2009
Skills
Aviation, Military, Leadership, Navy, Entrepreneurship, Strategic Planning, Security Clearance, Management, Training, Strategy, Military Experience, Business Development, Flights, Defense, Process Improvement, Aircraft, Operational Planning, Military Operations, Finance, Program Management, Risk Management, Team Building, DoD, Financial Modeling, Team Leadership, Financial Analysis, Cross-functional Team..., Project Planning, Command, Personal Finance, Financial Management..., Project Management, Operations Management, Leadership Development, Competitive Analysis, Afghanistan, Combat, National Security, Account Management, Market Analysis, Investment Strategies, Securities, High Net Worth..., Estate Planning, Mutual Funds, Financial Reporting, independent wealth..., Asset Management, portfolio strategies
Education
Harvard Business School 2014 — 2015
Master of Business Administration (MBA), Wealth Management
Landing Signal Officer School
Training Qualified LSO, Landing on aircraft carriers
Strike Fighter Weapon School
Combat Division Flight Lead, Air to Air and Air to Ground Combat
Bates College 1998 — 2001
Bachelor of Arts (B.A.), Economics
Bates College 1997 — 2001
BA, Economics
Dynasty Financial Partners June 2014 - Present
Rumi Spice January 2013 - Present
US Navy 2009 - 2013
US Navy February 2005 - February 2009
Skills
Aviation, Military, Leadership, Navy, Entrepreneurship, Strategic Planning, Security Clearance, Management, Training, Strategy, Military Experience, Business Development, Flights, Defense, Process Improvement, Aircraft, Operational Planning, Military Operations, Finance, Program Management, Risk Management, Team Building, DoD, Financial Modeling, Team Leadership, Financial Analysis, Cross-functional Team..., Project Planning, Command, Personal Finance, Financial Management..., Project Management, Operations Management, Leadership Development, Competitive Analysis, Afghanistan, Combat, National Security, Account Management, Market Analysis, Investment Strategies, Securities, High Net Worth..., Estate Planning, Mutual Funds, Financial Reporting, independent wealth..., Asset Management, portfolio strategies
Education
Harvard Business School 2014 — 2015
Master of Business Administration (MBA), Wealth Management
Landing Signal Officer School
Training Qualified LSO, Landing on aircraft carriers
Strike Fighter Weapon School
Combat Division Flight Lead, Air to Air and Air to Ground Combat
Bates College 1998 — 2001
Bachelor of Arts (B.A.), Economics
Bates College 1997 — 2001
BA, Economics
Arden Dion Arden Dion's Dynasty Financial Partners Experience September 2015 - Present
Job Associate Analyst at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners September 2015 - Present
Merrill Lynch January 2014 - September 2015
Susquehanna University August 2013 - December 2013
Merrill Lynch May 2013 - August 2013
Susquehanna University November 2012 - May 2013
Skills
Microsoft Word, Spanish-speaking, Microsoft Excel, PowerPoint, Customer Service, Social Media, Microsoft Office, Access, Time Management, Data Analysis, Spanish, Research, Leadership, Public Speaking, Teamwork, Analysis, Facebook, Event Planning, Social Networking
Education
Susquehanna University 2010 — 2014
Bachelor of Science (BS), Finance, General
Lewisburg Area High School 2005 — 2009
Dynasty Financial Partners September 2015 - Present
Merrill Lynch January 2014 - September 2015
Susquehanna University August 2013 - December 2013
Merrill Lynch May 2013 - August 2013
Susquehanna University November 2012 - May 2013
Skills
Microsoft Word, Spanish-speaking, Microsoft Excel, PowerPoint, Customer Service, Social Media, Microsoft Office, Access, Time Management, Data Analysis, Spanish, Research, Leadership, Public Speaking, Teamwork, Analysis, Facebook, Event Planning, Social Networking
Education
Susquehanna University 2010 — 2014
Bachelor of Science (BS), Finance, General
Lewisburg Area High School 2005 — 2009
Kathryn LaLonde's Dynasty Financial Partners Experience June 2014 - August 2014
Job Buying & Planning Intern at Bloomingdale's
Industry Retail
Experience
Bloomingdale's June 2015 - Present
Dynasty Financial Partners June 2014 - August 2014
Howard & Howard Attorneys PLLC June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Research, Facebook, Social Media, Microsoft Office, Microsoft Word, Practice Management, Marketing Strategy, Social Media Marketing, Social Networking, SPSS
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2016
Bachelor of Business Administration (BBA), Junior
University Liggett School 2007 — 2011
Bloomingdale's June 2015 - Present
Dynasty Financial Partners June 2014 - August 2014
Howard & Howard Attorneys PLLC June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Research, Facebook, Social Media, Microsoft Office, Microsoft Word, Practice Management, Marketing Strategy, Social Media Marketing, Social Networking, SPSS
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2016
Bachelor of Business Administration (BBA), Junior
University Liggett School 2007 — 2011
Michael D'Agostino Michael D'Agostino's Dynasty Financial Partners Experience November 2014 - Present
Job Platform and Investment Operations at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners November 2014 - Present
J.P. Morgan June 2010 - October 2014
J.P. Morgan April 2007 - May 2010
Quattro M. Securities 2001 - 2002
Skills
Equities, Fixed Income, Asset Management, Investments, Alternative Investments, Capital Markets, Mutual Funds, Hedge Funds, Portfolio Management, Securities
Education
Delaware Valley University 2002 — 2006
Bachelor’s Degree, Business Finance
Cornwall Central High School
Ridgewood High School
Dynasty Financial Partners November 2014 - Present
J.P. Morgan June 2010 - October 2014
J.P. Morgan April 2007 - May 2010
Quattro M. Securities 2001 - 2002
Skills
Equities, Fixed Income, Asset Management, Investments, Alternative Investments, Capital Markets, Mutual Funds, Hedge Funds, Portfolio Management, Securities
Education
Delaware Valley University 2002 — 2006
Bachelor’s Degree, Business Finance
Cornwall Central High School
Ridgewood High School
Charles Britton Charles Britton's Dynasty Financial Partners Experience December 2010 - May 2012
Job Managing Director SK Family Office
Industry Investment Management
Experience
SK Family Office June 2012 - Present
Dynasty Financial Partners December 2010 - May 2012
Bank of America May 2005 - December 2010
Skills
Asset Allocation, Financial Advisory, Wealth Management..., Wealth, Finance, Hedge Funds, Management, Credit, Banking, Derivatives, Securities, Financial Services
Education
Columbia University in the City of New York 2001 — 2005
BA, Economics
SK Family Office June 2012 - Present
Dynasty Financial Partners December 2010 - May 2012
Bank of America May 2005 - December 2010
Skills
Asset Allocation, Financial Advisory, Wealth Management..., Wealth, Finance, Hedge Funds, Management, Credit, Banking, Derivatives, Securities, Financial Services
Education
Columbia University in the City of New York 2001 — 2005
BA, Economics
Jenna Movizzo Jenna Movizzo's Dynasty Financial Partners Experience March 2012 - August 2013
Job Investor Relations at Hedge Fund Management Firm
Industry Financial Services
Experience
Hedge Fund Management Firm December 2014 - Present
Room to Read September 2013 - October 2014
Dynasty Financial Partners March 2012 - August 2013
Madison Williams and Company March 2010 - October 2011
Ripplewood Holdings, LLC June 2007 - October 2009
MedNet Healthcare Technologies Inc January 1998 - October 2009
Skills
Administrative..., Investments, Asset Management, Financial Services, Microsoft Excel, Hedge Funds, Sales, Alternative Investments, Insurance, Equities, Financial Advisory, Private Equity, Portfolio Management, Event Planning, Management, Marketing, Strategic Planning, Customer Service
Education
The University of Georgia 2001 — 2006
Bachelor's Degree, Communication
Hedge Fund Management Firm December 2014 - Present
Room to Read September 2013 - October 2014
Dynasty Financial Partners March 2012 - August 2013
Madison Williams and Company March 2010 - October 2011
Ripplewood Holdings, LLC June 2007 - October 2009
MedNet Healthcare Technologies Inc January 1998 - October 2009
Skills
Administrative..., Investments, Asset Management, Financial Services, Microsoft Excel, Hedge Funds, Sales, Alternative Investments, Insurance, Equities, Financial Advisory, Private Equity, Portfolio Management, Event Planning, Management, Marketing, Strategic Planning, Customer Service
Education
The University of Georgia 2001 — 2006
Bachelor's Degree, Communication
Hassan Tabbah Hassan Tabbah's Dynasty Financial Partners Experience September 2011 - June 2012
Job Head of Sales Force Management at HSBC Holdings, London UK
Industry Financial Services
Experience
HSBC November 2013 - June 2015
Morgan Stanley January 2013 - November 2013
UGI Consulting 2009 - January 2013
Dynasty Financial Partners September 2011 - June 2012
UBS Wealth Management April 2007 - January 2009
NMH Advisors October 2004 - March 2007
Merrill Lynch July 1975 - September 2004
Merrill Lynch 1975 - 2004
Skills
Wealth Management, Strategic Planning, High Net Worth..., Sales Management, Leadership, Segmentation, Team Building, Hedge Funds, Asset Managment, Equities, Fixed Income, Portfolio Management, Private Equity, Alternative Investments, Asset Allocation, Venture Capital, Investments, Risk Management, Strategic Financial..., Investor Relations, Financial Services, Asset Management, Securities, Business Development, Investment Advisory, Financial Advisory, Strategy, Executive Management, Mergers & Acquisitions, Wealth Management..., Series 7, Financial Planning, Investment Strategies, Management, ETFs, Investment Management, Retirement Planning, Capital Markets
Education
New York University 1974 — 1978
New York University - Leonard N. Stern School of Business 1974 — 1978
BS
HSBC November 2013 - June 2015
Morgan Stanley January 2013 - November 2013
UGI Consulting 2009 - January 2013
Dynasty Financial Partners September 2011 - June 2012
UBS Wealth Management April 2007 - January 2009
NMH Advisors October 2004 - March 2007
Merrill Lynch July 1975 - September 2004
Merrill Lynch 1975 - 2004
Skills
Wealth Management, Strategic Planning, High Net Worth..., Sales Management, Leadership, Segmentation, Team Building, Hedge Funds, Asset Managment, Equities, Fixed Income, Portfolio Management, Private Equity, Alternative Investments, Asset Allocation, Venture Capital, Investments, Risk Management, Strategic Financial..., Investor Relations, Financial Services, Asset Management, Securities, Business Development, Investment Advisory, Financial Advisory, Strategy, Executive Management, Mergers & Acquisitions, Wealth Management..., Series 7, Financial Planning, Investment Strategies, Management, ETFs, Investment Management, Retirement Planning, Capital Markets
Education
New York University 1974 — 1978
New York University - Leonard N. Stern School of Business 1974 — 1978
BS
Ed Friedman Ed Friedman's Dynasty Financial Partners Experience December 2013 - Present
Job Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners December 2013 - Present
HighTower Advisors June 2008 - October 2011
Morgan Stanley 1995 - 2008
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1984
Rutgers University-New Brunswick 1979 — 1983
Livingston High School 1976 — 1978
high school
Dynasty Financial Partners December 2013 - Present
HighTower Advisors June 2008 - October 2011
Morgan Stanley 1995 - 2008
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1984
Rutgers University-New Brunswick 1979 — 1983
Livingston High School 1976 — 1978
high school
Gordon Ross Gordon Ross's Dynasty Financial Partners Experience January 2015 - Present
Job Vice President at Dynasty Financial Partners
Industry Investment Management
Experience
Dynasty Financial Partners January 2015 - Present
BBR Partners October 2012 - November 2014
Atlantic Trust June 2010 - October 2012
Bestinvest April 2005 - April 2008
Bestinvest September 2001 - April 2005
Skills
Investments, Portfolio Management, Equities, Asset Managment, Due Diligence, Private Equity, Investment Strategies, Financial Analysis, Financial Modeling, Asset Allocation, Valuation, Wealth Management
Education
Harvard Business School 2008 — 2010
MBA, Management
University of Durham 1998 — 2001
BA Hons, Economics
Dynasty Financial Partners January 2015 - Present
BBR Partners October 2012 - November 2014
Atlantic Trust June 2010 - October 2012
Bestinvest April 2005 - April 2008
Bestinvest September 2001 - April 2005
Skills
Investments, Portfolio Management, Equities, Asset Managment, Due Diligence, Private Equity, Investment Strategies, Financial Analysis, Financial Modeling, Asset Allocation, Valuation, Wealth Management
Education
Harvard Business School 2008 — 2010
MBA, Management
University of Durham 1998 — 2001
BA Hons, Economics
Amanda Kerley Amanda Kerley's Dynasty Financial Partners Experience December 2010 - Present
Job Senior Vice President at Dynasty Financial Partners
Industry Investment Management
Experience
Dynasty Financial Partners December 2010 - Present
U.S. Trust, Bank of America Private Wealth Management May 2006 - December 2010
Skills
Wealth Management, Wealth Management..., Financial Advisory, Wealth, Estate Planning, Investment Management, Investments, Alternative Investments, Asset Allocation, Finance, Series 7, Hedge Funds, Investment Strategies, High Net Worth..., Banking
Education
Columbia University in the City of New York 2000 — 2004
Dynasty Financial Partners December 2010 - Present
U.S. Trust, Bank of America Private Wealth Management May 2006 - December 2010
Skills
Wealth Management, Wealth Management..., Financial Advisory, Wealth, Estate Planning, Investment Management, Investments, Alternative Investments, Asset Allocation, Finance, Series 7, Hedge Funds, Investment Strategies, High Net Worth..., Banking
Education
Columbia University in the City of New York 2000 — 2004
Patrick Mulvey's Dynasty Financial Partners Experience June 2010 - Present
Job Director of Investment Platforms at Dynasty Financial Partners
Industry Investment Management
Experience
Dynasty Financial Partners June 2010 - Present
RogersCasey September 2007 - April 2010
Education
Fordham University 1975 — 1979
BS, Finance
Dynasty Financial Partners June 2010 - Present
RogersCasey September 2007 - April 2010
Education
Fordham University 1975 — 1979
BS, Finance
Adalgisa Zeppetelli's Dynasty Financial Partners Experience June 2010 - August 2010
Job Project Manager
Industry Real Estate
Experience
The Moon Group May 2015 - Present
Turner & Townsend Ferzan Robbins August 2012 - May 2015
Design by IA June 2010 - August 2012
New York Institute of Technology September 2007 - May 2011
Dynasty Financial Partners June 2010 - August 2010
Bentel & Bentel Architects January 2009 - January 2009
Thomas Lazzaro Architect May 2008 - September 2008
Skills
Sketching, AutoCAD, 3D, Interior Design, Space-planning, InDesign, SketchUp, CAD, Illustrator, Space planning, Microsoft Excel, PowerPoint, Rendering, Model Making, Interior Architecture, Revit, Construction Drawings, Sustainable Design, Photoshop, Design Research, Architectural Design, Architectural Drawings, AutoCAD Architecture, 3D rendering, Hand Drafting, Space Planning, 3D Studio Max, Vray
Education
New York Institute of Technology-Old Westbury 2007 — 2011
B.F.A., Interior Design
The Moon Group May 2015 - Present
Turner & Townsend Ferzan Robbins August 2012 - May 2015
Design by IA June 2010 - August 2012
New York Institute of Technology September 2007 - May 2011
Dynasty Financial Partners June 2010 - August 2010
Bentel & Bentel Architects January 2009 - January 2009
Thomas Lazzaro Architect May 2008 - September 2008
Skills
Sketching, AutoCAD, 3D, Interior Design, Space-planning, InDesign, SketchUp, CAD, Illustrator, Space planning, Microsoft Excel, PowerPoint, Rendering, Model Making, Interior Architecture, Revit, Construction Drawings, Sustainable Design, Photoshop, Design Research, Architectural Design, Architectural Drawings, AutoCAD Architecture, 3D rendering, Hand Drafting, Space Planning, 3D Studio Max, Vray
Education
New York Institute of Technology-Old Westbury 2007 — 2011
B.F.A., Interior Design
Adrian Rose's Dynasty Financial Partners Experience August 2015 - Present
Job Analyst Transition Services and Relationship Management at Dynasty Financial Partners
Industry Investment Management
Experience
Dynasty Financial Partners August 2015 - Present
Iroquois Capital Management June 2014 - August 2014
Maxim Group May 2013 - August 2013
TOUR GCX May 2011 - August 2011
Skills
Series 7, Series 66, Leadership, Hedge Funds, Equity Research, Equity Trading, Equity Valuation, Investment Banking, Stock Trading
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Anglo-American University, Prague 2014 — 2014
BS, Business Administration and Management, General
Dynasty Financial Partners August 2015 - Present
Iroquois Capital Management June 2014 - August 2014
Maxim Group May 2013 - August 2013
TOUR GCX May 2011 - August 2011
Skills
Series 7, Series 66, Leadership, Hedge Funds, Equity Research, Equity Trading, Equity Valuation, Investment Banking, Stock Trading
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Anglo-American University, Prague 2014 — 2014
BS, Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY