Emerald Asset Management
Industry: Company
DescriptionFounded: 1991 Parent organization: 1251 Capital Group, Inc. Subsidiaries: Emerald Advisers, LLC, Emerald Venture Capital, FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportEmerald Asset ManagementDirections Saved (0) Saved Save Financial planner in Chicago, Illinois Address: 20 S Wacker Dr, Chicago, IL 60606 Phone: (312) 627-4541Place name: Category: : : : Website: Hours: : : : Category: Financial Planner 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website 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 Emerald Asset Management Posting publicly on the Web Write a review Reviews Be the first to review
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Emerald Asset Management Employees
Employee
Years
Job
Industry
Arjun Menon Arjun Menon's Emerald Asset Management Experience 2010 - 2010
Job Analyst, US Portfolio Strategy at Goldman Sachs
Industry Research
Experience
Goldman Sachs July 2014 - Present
NERA Economic Consulting July 2013 - June 2014
NERA Economic Consulting July 2012 - June 2013
NERA Economic Consulting July 2011 - June 2012
Franklin and Marshall College 2010 - 2011
Emerald Asset Management 2010 - 2010
Lizzann Investments 2009 - 2009
Standard Chartered Bank 2008 - 2008
Education
Franklin & Marshall College 2007 — 2011
Bachelor of Arts, Mathematics and Economics
University College London, U. of London 2009 — 2009
Off-campus Study, Mathematics and Economics
Goldman Sachs July 2014 - Present
NERA Economic Consulting July 2013 - June 2014
NERA Economic Consulting July 2012 - June 2013
NERA Economic Consulting July 2011 - June 2012
Franklin and Marshall College 2010 - 2011
Emerald Asset Management 2010 - 2010
Lizzann Investments 2009 - 2009
Standard Chartered Bank 2008 - 2008
Education
Franklin & Marshall College 2007 — 2011
Bachelor of Arts, Mathematics and Economics
University College London, U. of London 2009 — 2009
Off-campus Study, Mathematics and Economics
Kenneth Martin-Halpine, CFA Kenneth Martin-Halpine, CFA's Emerald Asset Management Experience 1999 - 2004
Job Independent Analyst and Portfolio Manager
Industry Financial Services
Experience
Bowen Asset Management December 2013 - Present
Independent Analyst November 2013 - Present
KMH Advisors January 2009 - Present
Noble Financial July 2011 - November 2012
Stoneridge Investment Partners August 2004 - December 2008
Emerald Asset Management 1999 - 2004
Strategic Analysis Inc. 1997 - 1999
Kurt J. Lesker Company 1987 - 1990
Skills
Biotechnology, Medical Devices, Equity Research, Healthcare, Sales, Marketing,..., Chemistry, Valuation, Statistics, Economics, Capital Markets, Equities, Due Diligence, Hedge Funds, Mergers & Acquisitions, Bloomberg, Portfolio Management, Venture Capital, Pharmaceutical Industry, Investment Management, Analysis, Financial Modeling, Investment Banking, Investments, Private Equity, Equity Valuation, Finance, IPO, Asset Allocation, Alternative Investments, Securities, Corporate Development, Asset Management, Series 7, Fixed Income, Business Valuation, Financial Analysis
Education
Drexel University - LeBow College of Business 1982 — 1985
MBA, Marketing
Wilkes University 1977 — 1981
BS, Biology
Phoenixville Area High 1973 — 1977
Academic
Bowen Asset Management December 2013 - Present
Independent Analyst November 2013 - Present
KMH Advisors January 2009 - Present
Noble Financial July 2011 - November 2012
Stoneridge Investment Partners August 2004 - December 2008
Emerald Asset Management 1999 - 2004
Strategic Analysis Inc. 1997 - 1999
Kurt J. Lesker Company 1987 - 1990
Skills
Biotechnology, Medical Devices, Equity Research, Healthcare, Sales, Marketing,..., Chemistry, Valuation, Statistics, Economics, Capital Markets, Equities, Due Diligence, Hedge Funds, Mergers & Acquisitions, Bloomberg, Portfolio Management, Venture Capital, Pharmaceutical Industry, Investment Management, Analysis, Financial Modeling, Investment Banking, Investments, Private Equity, Equity Valuation, Finance, IPO, Asset Allocation, Alternative Investments, Securities, Corporate Development, Asset Management, Series 7, Fixed Income, Business Valuation, Financial Analysis
Education
Drexel University - LeBow College of Business 1982 — 1985
MBA, Marketing
Wilkes University 1977 — 1981
BS, Biology
Phoenixville Area High 1973 — 1977
Academic
Elliot Foster Elliot Foster's Emerald Asset Management Experience January 2000 - January 2007
Job VP at Emerald Advisers
Industry Investment Management
Experience
Emerald Advisers January 2007 - Present
Emerald Asset Management January 2000 - January 2007
First Affiliated Investment Group January 1995 - January 1999
Skills
Strategic Planning, Investments, Business Strategy, Leadership, Project Management, Strategy, Portfolio Management, Financial Analysis, Business Development, Series 7, Series 63, 401k, Mutual Funds, Separately Managed..., FINRA, Fitness, Golf, Management, Financial Services, Sales, Asset Management, Finance
Education
Penn State University 1988 — 1994
Bachelor of Science (BS), Economics
Emerald Advisers January 2007 - Present
Emerald Asset Management January 2000 - January 2007
First Affiliated Investment Group January 1995 - January 1999
Skills
Strategic Planning, Investments, Business Strategy, Leadership, Project Management, Strategy, Portfolio Management, Financial Analysis, Business Development, Series 7, Series 63, 401k, Mutual Funds, Separately Managed..., FINRA, Fitness, Golf, Management, Financial Services, Sales, Asset Management, Finance
Education
Penn State University 1988 — 1994
Bachelor of Science (BS), Economics
Hannah Arnold Hannah Arnold's Emerald Asset Management Experience March 2013 - Present
Job Marketing Support Specialist/Intern Placement Coordinator
Industry Financial Services
Experience
Emerald Asset Management March 2013 - Present
GlaxoSmithKline September 2010 - September 2012
Poolpak Technologies Corp May 2008 - May 2010
Office Furniture Today Inc May 2007 - July 2008
Kmart Corporation March 2006 - November 2006
WCRC June 2004 - August 2006
Skills
Adobe Acrobat, AutoCAD, Business, Data Entry, SAP, Sales, Database Administration, Microsoft Office, Microsoft Excel, Macola, Microsoft Word, cGMP manufacturing, Supervision, Marketing Strategy, SugarCRM, QuickBooks, Pharmaceutical Industry, Operations Management, Training, Customer Service, CRM, Quality Assurance, Invoicing, Leadership, Retail
Education
Ashford University 2012 — 2014
Bachelor of Business Administration (B.B.A.) and Masters in Business Administration (MBA), Business Administration and Management, General, 3.68 GPA
York College of Pennsylvania 2008 — 2010
Business Administration and Management, General
Eastern York High School 2004 — 2008
High School Diploma, Academic Courses, 3.43 GPA
Emerald Asset Management March 2013 - Present
GlaxoSmithKline September 2010 - September 2012
Poolpak Technologies Corp May 2008 - May 2010
Office Furniture Today Inc May 2007 - July 2008
Kmart Corporation March 2006 - November 2006
WCRC June 2004 - August 2006
Skills
Adobe Acrobat, AutoCAD, Business, Data Entry, SAP, Sales, Database Administration, Microsoft Office, Microsoft Excel, Macola, Microsoft Word, cGMP manufacturing, Supervision, Marketing Strategy, SugarCRM, QuickBooks, Pharmaceutical Industry, Operations Management, Training, Customer Service, CRM, Quality Assurance, Invoicing, Leadership, Retail
Education
Ashford University 2012 — 2014
Bachelor of Business Administration (B.B.A.) and Masters in Business Administration (MBA), Business Administration and Management, General, 3.68 GPA
York College of Pennsylvania 2008 — 2010
Business Administration and Management, General
Eastern York High School 2004 — 2008
High School Diploma, Academic Courses, 3.43 GPA
Brandon Hickey Brandon Hickey's Emerald Asset Management Experience May 2014 - August 2014
Job Marketing Intern at Morefield Communications
Industry Information Technology and Services
Experience
Morefield Communications July 2015 - Present
Applied Investment Management (AIM) August 2014 - December 2014
Lancaster Country Club May 2010 - September 2014
Emerald Asset Management May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Communication, Team Leadership, Teamwork, Social Networking, Financial Analysis, FactSet, Capital IQ
Education
Kutztown University of Pennsylvania 2011 — 2015
Bachelor of Business Administration (B.S.B.A.), Finance, GPA 3.76, Magna Cum Laude
Morefield Communications July 2015 - Present
Applied Investment Management (AIM) August 2014 - December 2014
Lancaster Country Club May 2010 - September 2014
Emerald Asset Management May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Communication, Team Leadership, Teamwork, Social Networking, Financial Analysis, FactSet, Capital IQ
Education
Kutztown University of Pennsylvania 2011 — 2015
Bachelor of Business Administration (B.S.B.A.), Finance, GPA 3.76, Magna Cum Laude
Anthony Carlucci Anthony Carlucci's Emerald Asset Management Experience January 2015 - July 2015
Job Student at Franklin and Marshall College
Industry Market Research
Experience
Emerald Asset Management January 2015 - July 2015
Sheraden Lighting and Electrical Products Corp. June 2012 - July 2014
Skills
Warehousing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Event Planning, Leadership, Teamwork, Team Leadership, Time Management, FactSet, Financial Analysis
Education
Franklin & Marshall College 2012 — 2015
Bachelor's degree, Business, Organizations, & Society
Saint John Vianney High School 2008 — 2012
Emerald Asset Management January 2015 - July 2015
Sheraden Lighting and Electrical Products Corp. June 2012 - July 2014
Skills
Warehousing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Event Planning, Leadership, Teamwork, Team Leadership, Time Management, FactSet, Financial Analysis
Education
Franklin & Marshall College 2012 — 2015
Bachelor's degree, Business, Organizations, & Society
Saint John Vianney High School 2008 — 2012
Ryan Brubaker Ryan Brubaker's Emerald Asset Management Experience September 2015 - Present
Job Equity Research Intern at Emerald Asset Management
Industry Higher Education
Experience
Emerald Asset Management September 2015 - Present
Elizabethtown College September 2013 - September 2015
Martin's Potato Chips May 2015 - August 2015
Harrisburg Regional Chamber & CREDC January 2015 - May 2015
Ephrata Recreation Center May 2012 - August 2014
The Jay Group October 2013 - January 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Economics, Data Analysis, Finance, Public Speaking, Planning Advice, Nonprofits, Teaching, Leadership, Microsoft Office, Social Networking, Event Planning, Time Management, Mathematics, Social Media, Management, Sports Coaching, Teamwork, Analysis, Facebook, Critical Thinking
Education
Elizabethtown College 2012 — 2016
Business Administration, Finance, and Economics, Cumulative GPA: 3.46, Major GPA: 3.49
Ephrata High School 2008 — 2012
High School Diploma
Emerald Asset Management September 2015 - Present
Elizabethtown College September 2013 - September 2015
Martin's Potato Chips May 2015 - August 2015
Harrisburg Regional Chamber & CREDC January 2015 - May 2015
Ephrata Recreation Center May 2012 - August 2014
The Jay Group October 2013 - January 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Economics, Data Analysis, Finance, Public Speaking, Planning Advice, Nonprofits, Teaching, Leadership, Microsoft Office, Social Networking, Event Planning, Time Management, Mathematics, Social Media, Management, Sports Coaching, Teamwork, Analysis, Facebook, Critical Thinking
Education
Elizabethtown College 2012 — 2016
Business Administration, Finance, and Economics, Cumulative GPA: 3.46, Major GPA: 3.49
Ephrata High School 2008 — 2012
High School Diploma
Anthony Juliano's Emerald Asset Management Experience June 2015 - August 2015
Job Student at Gettysburg College
Industry
Experience
Siegfried Fellowship November 2014 - Present
Gettysburg College August 2012 - Present
Gettysburg College Varsity Football August 2012 - Present
Emerald Asset Management June 2015 - August 2015
Sigma Alpha Epsilon Fraternity January 2014 - December 2014
Clark Associates May 2014 - August 2014
Fulton Financial Corporation May 2013 - August 2013
Skills
Account Reconciliation, Accounting, Accounts Payable, General Ledger, Microsoft Excel, Finance, Management, Accounts Receivable, Internal Audit, Microsoft Word, Microsoft Office, Leadership, PowerPoint, Public Speaking
Education
Gettysburg College 2012 — 2016
Bachelor's Degree, Economics, Junior
Danish Institute for Study Abroad 2015 — 2015
Global Economics
Lancaster Catholic High School 2008 — 2012
High School, General
Siegfried Fellowship November 2014 - Present
Gettysburg College August 2012 - Present
Gettysburg College Varsity Football August 2012 - Present
Emerald Asset Management June 2015 - August 2015
Sigma Alpha Epsilon Fraternity January 2014 - December 2014
Clark Associates May 2014 - August 2014
Fulton Financial Corporation May 2013 - August 2013
Skills
Account Reconciliation, Accounting, Accounts Payable, General Ledger, Microsoft Excel, Finance, Management, Accounts Receivable, Internal Audit, Microsoft Word, Microsoft Office, Leadership, PowerPoint, Public Speaking
Education
Gettysburg College 2012 — 2016
Bachelor's Degree, Economics, Junior
Danish Institute for Study Abroad 2015 — 2015
Global Economics
Lancaster Catholic High School 2008 — 2012
High School, General
John Gandolfo's Emerald Asset Management Experience January 2013 - May 2013
Job Equity Research Associate at Clarksons
Industry Financial Services
Experience
Clarksons January 2015 - Present
Oppenheimer & Co. Inc. October 2014 - December 2014
Oppenheimer & Co. Inc. August 2013 - December 2014
Emerald Asset Management January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Team Leadership, PowerPoint, Capital Markets, Analysis, Equities, Valuation, Bloomberg Terminal, Microsoft Office, Cold Calling, Writing, Business Strategy, Competitive Analysis, Asset Allocation, Trading, Investments, Finance, Research
Education
CFA Level II Candidate 2014 — 2015
Franklin & Marshall College 2009 — 2013
Bachelor's degree, Business
Loomis Chaffee 2006 — 2008
High School Diploma
Clarksons January 2015 - Present
Oppenheimer & Co. Inc. October 2014 - December 2014
Oppenheimer & Co. Inc. August 2013 - December 2014
Emerald Asset Management January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Team Leadership, PowerPoint, Capital Markets, Analysis, Equities, Valuation, Bloomberg Terminal, Microsoft Office, Cold Calling, Writing, Business Strategy, Competitive Analysis, Asset Allocation, Trading, Investments, Finance, Research
Education
CFA Level II Candidate 2014 — 2015
Franklin & Marshall College 2009 — 2013
Bachelor's degree, Business
Loomis Chaffee 2006 — 2008
High School Diploma
Stefania Arroyo Stefania Arroyo's Emerald Asset Management Experience January 1993 - May 1993
Job attorneyatlaw at Arroyo Law Firm, LLC
Industry Law Practice
Experience
Romero & Arroyo, LLC March 2013 - Present
Arroyo Law Firm, LLC February 2006 - Present
Arroyo Law Firm, LLC February 2006 - Present
BBB Of New Jersey June 2005 - Present
State Farm Insurance Co January 2001 - October 2003
Murry Realty March 1995 - August 1996
Emerald Asset Management January 1993 - May 1993
Skills
Immigration Law, Corporate Law, Alternative Dispute..., Arbitration, Mediation, Settlements, Dispute Resolution, Customer Negotiations, Estate Planning, Wills, Litigation, Civil Litigation, Legal Issues, Legal Writing, Legal Research, Courts, Hearings, Legal Services, Romanian, Spanish, French, Torts, Litigation Management, Legal Assistance, Negotiation
Education
Temple University - James E. Beasley School of Law 1996 — 1999
Juris Doctorate, Copyright Law, International law
Seton Hall University 1998 — 1998
University of Athens 1997 — 1997
Millersville University of Pennsylvania 1992 — 1994
Bachelor of Arts, International Studies, Anthropology, Political Science
Romero & Arroyo, LLC March 2013 - Present
Arroyo Law Firm, LLC February 2006 - Present
Arroyo Law Firm, LLC February 2006 - Present
BBB Of New Jersey June 2005 - Present
State Farm Insurance Co January 2001 - October 2003
Murry Realty March 1995 - August 1996
Emerald Asset Management January 1993 - May 1993
Skills
Immigration Law, Corporate Law, Alternative Dispute..., Arbitration, Mediation, Settlements, Dispute Resolution, Customer Negotiations, Estate Planning, Wills, Litigation, Civil Litigation, Legal Issues, Legal Writing, Legal Research, Courts, Hearings, Legal Services, Romanian, Spanish, French, Torts, Litigation Management, Legal Assistance, Negotiation
Education
Temple University - James E. Beasley School of Law 1996 — 1999
Juris Doctorate, Copyright Law, International law
Seton Hall University 1998 — 1998
University of Athens 1997 — 1997
Millersville University of Pennsylvania 1992 — 1994
Bachelor of Arts, International Studies, Anthropology, Political Science
Jeffrey A. Matty, Jr.'s Emerald Asset Management Experience September 2014 - Present
Job Corporate Development Specialist
Industry Management Consulting
Experience
Emerald Asset Management September 2014 - Present
Monmouth Park May 2015 - August 2015
parx casino June 2014 - September 2014
US Hole In One & Interactive Promotions Group May 2014 - August 2014
i9 Sports January 2010 - June 2014
Saint Joseph's University September 2010 - May 2014
Meadowlands Racing & Entertainment June 2012 - August 2013
Gertie's Deli May 2009 - September 2012
Skills
Marketing, Social Networking, Management, Customer Satisfaction, Leadership, Public Speaking, Entrepreneurship, Customer Service, Event Planning, Teamwork, Sales, Public Relations, Microsoft Office
Education
Saint Joseph's University 2010 — 2014
Bachelor of Business Administration (B.B.A.) - Sports Marketing Minor, Business Administration and Management, General
Father Judge High School 2006 — 2010
Emerald Asset Management September 2014 - Present
Monmouth Park May 2015 - August 2015
parx casino June 2014 - September 2014
US Hole In One & Interactive Promotions Group May 2014 - August 2014
i9 Sports January 2010 - June 2014
Saint Joseph's University September 2010 - May 2014
Meadowlands Racing & Entertainment June 2012 - August 2013
Gertie's Deli May 2009 - September 2012
Skills
Marketing, Social Networking, Management, Customer Satisfaction, Leadership, Public Speaking, Entrepreneurship, Customer Service, Event Planning, Teamwork, Sales, Public Relations, Microsoft Office
Education
Saint Joseph's University 2010 — 2014
Bachelor of Business Administration (B.B.A.) - Sports Marketing Minor, Business Administration and Management, General
Father Judge High School 2006 — 2010
Ric Bromirski Ric Bromirski's Emerald Asset Management Experience January 2000 - November 2003
Job Information Security Analyst at Fulton Financial Corporation
Industry Banking
Experience
Fulton Financial Corporation January 2015 - Present
Susquehanna Bank January 2005 - December 2014
HealthGuard of Lancaster November 2003 - December 2004
Emerald Asset Management January 2000 - November 2003
Skills
Information Security, Data Security, Vulnerability Assessment, Network Security, CEH, Security Plus, Endpoint Security, Active Directory, Security Implementation, Security Awareness, Incident Handling, Vulnerability Scanning, Security Policy, Microsoft Office, Networking, Data Analysis, Cyber-security, SIEM, Enterprise Anti-Virus, Computer Security, Microsoft Exchange, VMware, Windows Server, DLP, Tufin, Log Analysis, Security, Banking, Business Continuity, Checkpoint, Disaster Recovery, Risk Management
Education
Computer Learning Center 1999 — 1999
Network Engineering Technology & Administration, Network and System Administration/Administrator
Penn State University 1992 — 1995
Associate of Science (AS)
Fulton Financial Corporation January 2015 - Present
Susquehanna Bank January 2005 - December 2014
HealthGuard of Lancaster November 2003 - December 2004
Emerald Asset Management January 2000 - November 2003
Skills
Information Security, Data Security, Vulnerability Assessment, Network Security, CEH, Security Plus, Endpoint Security, Active Directory, Security Implementation, Security Awareness, Incident Handling, Vulnerability Scanning, Security Policy, Microsoft Office, Networking, Data Analysis, Cyber-security, SIEM, Enterprise Anti-Virus, Computer Security, Microsoft Exchange, VMware, Windows Server, DLP, Tufin, Log Analysis, Security, Banking, Business Continuity, Checkpoint, Disaster Recovery, Risk Management
Education
Computer Learning Center 1999 — 1999
Network Engineering Technology & Administration, Network and System Administration/Administrator
Penn State University 1992 — 1995
Associate of Science (AS)
Phil Wenger Phil Wenger's Emerald Asset Management Experience June 2013 - August 2013
Job Associate at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors August 2015 - Present
Dimensional Fund Advisors May 2014 - August 2014
Elizabethtown College Learning Services September 2012 - May 2014
Emerald Asset Management June 2013 - August 2013
Angelo's Soccer Corner March 2011 - September 2012
Skills
PowerPoint, Microsoft Excel, Data Analysis, Finance, Economics, Financial Analysis, Research, Portfolio Management, Teaching, Communication
Education
Elizabethtown College 2011 — 2015
Bachelor's Degree, Business Administration-Finance and Accounting, Junior
Dimensional Fund Advisors August 2015 - Present
Dimensional Fund Advisors May 2014 - August 2014
Elizabethtown College Learning Services September 2012 - May 2014
Emerald Asset Management June 2013 - August 2013
Angelo's Soccer Corner March 2011 - September 2012
Skills
PowerPoint, Microsoft Excel, Data Analysis, Finance, Economics, Financial Analysis, Research, Portfolio Management, Teaching, Communication
Education
Elizabethtown College 2011 — 2015
Bachelor's Degree, Business Administration-Finance and Accounting, Junior
Danny Coffman's Emerald Asset Management Experience May 2010 - September 2010
Job Associate 2 at KBW
Industry Banking
Experience
KBW August 2013 - Present
Wells Fargo Securities October 2011 - June 2013
Griffin Financial Group September 2010 - October 2011
Emerald Asset Management May 2010 - September 2010
Lancaster Sustainable Enterprise Stock Exchange (LanX) May 2009 - September 2009
Zouk Ventures October 2008 - December 2008
Ilex Capital Group, LLC May 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Financial Analysis, Bloomberg, Investments, Mergers, Due Diligence, Portfolio Management, LBO, Mergers & Acquisitions
Education
Franklin & Marshall College 2006 — 2010
BA, Business, Organizations, and Society / Economics
Severn School 2002 — 2006
KBW August 2013 - Present
Wells Fargo Securities October 2011 - June 2013
Griffin Financial Group September 2010 - October 2011
Emerald Asset Management May 2010 - September 2010
Lancaster Sustainable Enterprise Stock Exchange (LanX) May 2009 - September 2009
Zouk Ventures October 2008 - December 2008
Ilex Capital Group, LLC May 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Financial Analysis, Bloomberg, Investments, Mergers, Due Diligence, Portfolio Management, LBO, Mergers & Acquisitions
Education
Franklin & Marshall College 2006 — 2010
BA, Business, Organizations, and Society / Economics
Severn School 2002 — 2006
Andrew Billingsley Andrew Billingsley's Emerald Asset Management Experience May 2012 - August 2012
Job Program Management Intern at Boeing
Industry Defense & Space
Experience
Boeing June 2015 - August 2015
Lockheed Martin May 2014 - August 2014
Cornell University January 2014 - May 2014
Penn State University May 2013 - August 2013
Emerald Asset Management May 2012 - August 2012
Hershey Pharmacy & Gift Shop February 2008 - August 2012
Penn State University August 2009 - June 2011
Skills
Statistics, Strategy, Laboratory, Time Management, Python, Financial Analysis, Biotechnology, Leadership, Analysis, Economics, Facebook, Finance, Financial Modeling, Fundraising, Social Networking, Spanish, Team Building, Team Leadership, Team Management, Teamwork, Analytics, Systems Engineering, Infrastructure..., Technical Architecture, Defense Contracting, Open Systems..., Stealth
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Operations Research and Information Engineering
Hershey High School 2007 — 2011
Boeing June 2015 - August 2015
Lockheed Martin May 2014 - August 2014
Cornell University January 2014 - May 2014
Penn State University May 2013 - August 2013
Emerald Asset Management May 2012 - August 2012
Hershey Pharmacy & Gift Shop February 2008 - August 2012
Penn State University August 2009 - June 2011
Skills
Statistics, Strategy, Laboratory, Time Management, Python, Financial Analysis, Biotechnology, Leadership, Analysis, Economics, Facebook, Finance, Financial Modeling, Fundraising, Social Networking, Spanish, Team Building, Team Leadership, Team Management, Teamwork, Analytics, Systems Engineering, Infrastructure..., Technical Architecture, Defense Contracting, Open Systems..., Stealth
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Operations Research and Information Engineering
Hershey High School 2007 — 2011
Alec Bear, CFA Alec Bear, CFA's Emerald Asset Management Experience May 2006 - August 2006
Job MBA Candidate, Class of 2015 at MIT Sloan School of Management
Industry Investment Management
Experience
Re-Volt S.A. May 2014 - August 2014
Penn Capital Management December 2011 - August 2013
Penn Capital Management June 2009 - December 2011
Penn Capital Management September 2008 - June 2009
Emerald Asset Management May 2006 - August 2006
Skills
Bloomberg, Investments, Asset Management, Financial Analysis, Financial Modeling, Equities, Fixed Income, Distressed Debt, Portfolio Management, Equity Research, Hedge Funds, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (MBA)
Colorado College 2004 — 2008
B.A., Mathematical Economics
Re-Volt S.A. May 2014 - August 2014
Penn Capital Management December 2011 - August 2013
Penn Capital Management June 2009 - December 2011
Penn Capital Management September 2008 - June 2009
Emerald Asset Management May 2006 - August 2006
Skills
Bloomberg, Investments, Asset Management, Financial Analysis, Financial Modeling, Equities, Fixed Income, Distressed Debt, Portfolio Management, Equity Research, Hedge Funds, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (MBA)
Colorado College 2004 — 2008
B.A., Mathematical Economics
Chad Painter Chad Painter's Emerald Asset Management Experience May 2006 - May 2007
Job Solutions Manager at SEI
Industry Financial Services
Alexandra Jenny Alexandra Jenny's Emerald Asset Management Experience September 2014 - May 2015
Job Marketing Intern at Emerald Advisers, Inc.
Industry Marketing and Advertising
Experience
Emerald Asset Management September 2014 - May 2015
Green Valley Beef, LLC June 2010 - May 2015
Elizabethtown College Phonathon September 2014 - December 2014
MIC International Trade Consulting, LLC April 2014 - August 2014
Blue Horizons Dive Center August 2011 - August 2013
Blue Horizons Dive Center September 2008 - April 2012
Skills
Teamwork, Research, Public Speaking, Time Management, Microsoft Excel, Higher Education, Event Planning, Spanish, Microsoft Word, Microsoft Office, Data Analysis, PowerPoint, Social Media, Facebook, English, Teaching, Leadership, Customer Service, Dual Citizenship, Event Management, Online Marketing
Education
Elizabethtown College 2013 — 2015
Bachelors, International Business, Marketing
Universidad Veritas 2014 — 2014
Spanish Language and Literature
Universidad Internacional Menéndez Pelayo 2013 — 2013
Spanish and Iberian Studies
Unionville High School 2007 — 2011
Emerald Asset Management September 2014 - May 2015
Green Valley Beef, LLC June 2010 - May 2015
Elizabethtown College Phonathon September 2014 - December 2014
MIC International Trade Consulting, LLC April 2014 - August 2014
Blue Horizons Dive Center August 2011 - August 2013
Blue Horizons Dive Center September 2008 - April 2012
Skills
Teamwork, Research, Public Speaking, Time Management, Microsoft Excel, Higher Education, Event Planning, Spanish, Microsoft Word, Microsoft Office, Data Analysis, PowerPoint, Social Media, Facebook, English, Teaching, Leadership, Customer Service, Dual Citizenship, Event Management, Online Marketing
Education
Elizabethtown College 2013 — 2015
Bachelors, International Business, Marketing
Universidad Veritas 2014 — 2014
Spanish Language and Literature
Universidad Internacional Menéndez Pelayo 2013 — 2013
Spanish and Iberian Studies
Unionville High School 2007 — 2011
Robert Rumer Robert Rumer's Emerald Asset Management Experience May 2011 - December 2011
Job Trading Services Analyst at SEI
Industry Financial Services
Experience
SEI Investments August 2012 - Present
Emerald Asset Management May 2011 - December 2011
Creative Financial Group June 2011 - August 2011
patio.com 2010 - 2010
Skills
Bloomberg, Fixed Income, Equities, Microsoft Word, Financial Analysis, Investments, Research, Finance
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (B.A.), Business, Organizations and Societies
Malvern Prep 2001 — 2008
SEI Investments August 2012 - Present
Emerald Asset Management May 2011 - December 2011
Creative Financial Group June 2011 - August 2011
patio.com 2010 - 2010
Skills
Bloomberg, Fixed Income, Equities, Microsoft Word, Financial Analysis, Investments, Research, Finance
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (B.A.), Business, Organizations and Societies
Malvern Prep 2001 — 2008
Joseph Gugluizza's Emerald Asset Management Experience January 2015 - August 2015
Job Research Intern at Emerald Asset Management
Industry Investment Management
Experience
Emerald Asset Management January 2015 - August 2015
Groceries to You July 2014 - January 2015
Franklin and marshall College August 2013 - May 2014
Skills
Spanish, Marketing, Public Speaking, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Event Planning, Fundraising, Research, Microsoft Word
Education
Franklin & Marshall College 2012 — 2016
Bachelor's Degree, Business Organizations and Society with a Finance focus
Emerald Asset Management January 2015 - August 2015
Groceries to You July 2014 - January 2015
Franklin and marshall College August 2013 - May 2014
Skills
Spanish, Marketing, Public Speaking, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Event Planning, Fundraising, Research, Microsoft Word
Education
Franklin & Marshall College 2012 — 2016
Bachelor's Degree, Business Organizations and Society with a Finance focus
Joshua Frantz, CFA Joshua Frantz, CFA's Emerald Asset Management Experience May 2008 - August 2008
Job Equity Research Associate at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch July 2011 - July 2014
Bank of America Merrill Lynch June 2010 - August 2010
Emerald Asset Management May 2008 - August 2008
Skills
Series 7, Series 66, Valuation, ETFs
Education
University of Pittsburgh 2006 — 2010
Bachelor's, Finance and Accounting
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch July 2011 - July 2014
Bank of America Merrill Lynch June 2010 - August 2010
Emerald Asset Management May 2008 - August 2008
Skills
Series 7, Series 66, Valuation, ETFs
Education
University of Pittsburgh 2006 — 2010
Bachelor's, Finance and Accounting
Seth Weir Seth Weir's Emerald Asset Management Experience 2009 - 2010
Job Analyst at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management April 2013 - Present
Keller Financial Group December 2010 - April 2013
Emerald Asset Management 2009 - 2010
Delta Dental Insurance Company 2009 - 2009
Skills
Investments, Access
Education
University of Florida - Warrington College of Business Administration 2014 — 2015
Master of Business Administration (MBA)
Shippensburg University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Shippensburg University of Pennsylvania 2006 — 2010
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
John L. Grove College of Business
Babson Capital Management April 2013 - Present
Keller Financial Group December 2010 - April 2013
Emerald Asset Management 2009 - 2010
Delta Dental Insurance Company 2009 - 2009
Skills
Investments, Access
Education
University of Florida - Warrington College of Business Administration 2014 — 2015
Master of Business Administration (MBA)
Shippensburg University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Shippensburg University of Pennsylvania 2006 — 2010
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
John L. Grove College of Business
Lisa Dichter's Emerald Asset Management Experience May 1996 - March 2013
Job New Media Director / Event Coordinator at Emerald Asset Management
Industry Accounting
Experience
Emerald Asset Management May 1996 - March 2013
Education
American University 1973 — 1976
Bachelor's Degree, Business Administration and Management, General
Emerald Asset Management May 1996 - March 2013
Education
American University 1973 — 1976
Bachelor's Degree, Business Administration and Management, General
Mughees Butt's Emerald Asset Management Experience September 2006 - January 2007
Job Associate at NERA Economic Consulting
Industry Financial Services
Experience
NERA Economic Consulting January 2013 - August 2013
NERA Economic Consulting June 2010 - December 2012
NERA Economic Consulting January 2009 - June 2010
NERA Economic Consulting December 2007 - December 2008
Exelon Corporation July 2007 - November 2007
Emerald Asset Management September 2006 - January 2007
ABN AMRO June 2004 - August 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Economics, Data Analysis, Corporate Finance, Quantitative Analytics, Bloomberg, Due Diligence, Private Equity, Mergers, Analysis, Capital Markets, Investment Banking, Statistics, Alternative Investments, Mergers & Acquisitions, Derivatives, Credit Risk, Finance, Emerging Markets, Econometrics, Equity Research, Hedge Funds, Business Valuation, Equities, Bloomberg Terminal, Venture Capital, Stata, Structured Finance, Fixed Income, Equity Valuation, DCF
Education
Lums 2013 — 2015
Master of Business Administration (MBA)
Franklin & Marshall College 2003 — 2007
BA, Economics, Applied Mathematics
University of Oxford 2005 — 2006
Economics, Comparative Religion
Aitchison College 1991 — 2003
NERA Economic Consulting January 2013 - August 2013
NERA Economic Consulting June 2010 - December 2012
NERA Economic Consulting January 2009 - June 2010
NERA Economic Consulting December 2007 - December 2008
Exelon Corporation July 2007 - November 2007
Emerald Asset Management September 2006 - January 2007
ABN AMRO June 2004 - August 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Economics, Data Analysis, Corporate Finance, Quantitative Analytics, Bloomberg, Due Diligence, Private Equity, Mergers, Analysis, Capital Markets, Investment Banking, Statistics, Alternative Investments, Mergers & Acquisitions, Derivatives, Credit Risk, Finance, Emerging Markets, Econometrics, Equity Research, Hedge Funds, Business Valuation, Equities, Bloomberg Terminal, Venture Capital, Stata, Structured Finance, Fixed Income, Equity Valuation, DCF
Education
Lums 2013 — 2015
Master of Business Administration (MBA)
Franklin & Marshall College 2003 — 2007
BA, Economics, Applied Mathematics
University of Oxford 2005 — 2006
Economics, Comparative Religion
Aitchison College 1991 — 2003
Edward Pohl's Emerald Asset Management Experience 2001 - 2011
Job CEO/President at Graystone Prime, LLC
Industry Financial Services
Experience
Graystone Prime, LLC 2011 - Present
Emerald Asset Management 2001 - 2011
FUNEX, Inc. 1988 - 2001
Pohl Associates 1987 - 2001
Business Systems, Inc. (BSI) 1984 - 1987
Domesticom/Domestidyne 1982 - 1984
Price Waterhouse 1980 - 1982
Skills
Mergers, Strategic Planning, Private Equity, Start-ups, Business Strategy, New Business Development, Business Development, Contract Negotiation, Accounting, Marketing Strategy, Negotiation, Program Management, Mergers & Acquisitions, Budgets, Forecasting, Executive Management, Leadership, Strategy, Competitive Analysis, Management
Education
Tulane University - A.B. Freeman School of Business 1978 — 1980
MBA, Finance/Accounting
Tulane University 1975 — 1978
Bachelor of Arts (BA), History
Saint Joseph's University 1974 — 1975
Graystone Prime, LLC 2011 - Present
Emerald Asset Management 2001 - 2011
FUNEX, Inc. 1988 - 2001
Pohl Associates 1987 - 2001
Business Systems, Inc. (BSI) 1984 - 1987
Domesticom/Domestidyne 1982 - 1984
Price Waterhouse 1980 - 1982
Skills
Mergers, Strategic Planning, Private Equity, Start-ups, Business Strategy, New Business Development, Business Development, Contract Negotiation, Accounting, Marketing Strategy, Negotiation, Program Management, Mergers & Acquisitions, Budgets, Forecasting, Executive Management, Leadership, Strategy, Competitive Analysis, Management
Education
Tulane University - A.B. Freeman School of Business 1978 — 1980
MBA, Finance/Accounting
Tulane University 1975 — 1978
Bachelor of Arts (BA), History
Saint Joseph's University 1974 — 1975
Vincent Zarzycki's Emerald Asset Management Experience May 2006 - August 2006
Job Supervisor, Accounts Payable & Procurement at Comcast
Industry Financial Services
Experience
Comcast Cable May 2013 - Present
Comcast Cable June 2008 - May 2013
Saint Joseph's University September 2005 - May 2008
Raymond James Financial January 2007 - August 2007
Emerald Asset Management May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Finance, Microsoft Excel, Portfolio Management, Investments, Accounting, Valuation, PowerPoint, Due Diligence, Budgets, Process Improvement, Microsoft Word, Microsoft Office, Outlook, Public Speaking, Strategic Financial..., Pivot Tables, Forecasting, Analysis, Variance Analysis, Project Planning, Sarbanes-Oxley Act, Accounts Payable, Account Reconciliation, Financial Accounting
Education
Temple University - Fox School of Business and Management 2012 — 2016
Master of Business Administration (MBA), Corporate Financial Management
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
BBA, Finance
Comcast Cable May 2013 - Present
Comcast Cable June 2008 - May 2013
Saint Joseph's University September 2005 - May 2008
Raymond James Financial January 2007 - August 2007
Emerald Asset Management May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Finance, Microsoft Excel, Portfolio Management, Investments, Accounting, Valuation, PowerPoint, Due Diligence, Budgets, Process Improvement, Microsoft Word, Microsoft Office, Outlook, Public Speaking, Strategic Financial..., Pivot Tables, Forecasting, Analysis, Variance Analysis, Project Planning, Sarbanes-Oxley Act, Accounts Payable, Account Reconciliation, Financial Accounting
Education
Temple University - Fox School of Business and Management 2012 — 2016
Master of Business Administration (MBA), Corporate Financial Management
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
BBA, Finance
Samuel Tietjen's Emerald Asset Management Experience January 2010 - May 2010
Job Hydrocarbon/Performance Analyst Team Lead at Motiva Enterprises LLC
Industry Oil & Energy
Experience
Motiva Enterprises LLC March 2015 - Present
Shell Brasil Petróleo Ltda. January 2014 - Present
Shell Exploration & Production Company July 2012 - January 2014
Shell Trading January 2011 - July 2012
Enlighten The Earth NPO December 2008 - December 2010
Superior Court of Pennsylvania January 2007 - December 2010
Shell Oil Company June 2010 - August 2010
Emerald Asset Management January 2010 - May 2010
Comcast February 2007 - September 2009
NATO March 2004 - January 2007
Skills
Credit Risk, Competitive Analysis, Portfolio Management, Analysis, Teamwork, SAP, Management, Risk Management, Financial Reporting, Finance, Corporate Finance, Investments, Financial Risk, Leadership, Contract Negotiation, Team Leadership, Financial Modeling, Risk Assessment, Financial Analysis, Due Diligence, Data Analysis, Project Management, Microsoft Excel, Accounting, Microsoft Office, Forecasting, Budgets, Financial Accounting, Trading, Mergers & Acquisitions, Project Finance, Strategic Financial..., Economics, Valuation, Banking, VBA, Energy, Risk Analysis, Derivatives, Commodity, Bloomberg, Hedging, Sarbanes-Oxley Act, Structured Finance
Education
Penn State University 2007 — 2010
Bachelor of Science (BS), Finance & Accounting
Defense Language Institute 2002 — 2003
Portuguese European/Brazilian
Motiva Enterprises LLC March 2015 - Present
Shell Brasil Petróleo Ltda. January 2014 - Present
Shell Exploration & Production Company July 2012 - January 2014
Shell Trading January 2011 - July 2012
Enlighten The Earth NPO December 2008 - December 2010
Superior Court of Pennsylvania January 2007 - December 2010
Shell Oil Company June 2010 - August 2010
Emerald Asset Management January 2010 - May 2010
Comcast February 2007 - September 2009
NATO March 2004 - January 2007
Skills
Credit Risk, Competitive Analysis, Portfolio Management, Analysis, Teamwork, SAP, Management, Risk Management, Financial Reporting, Finance, Corporate Finance, Investments, Financial Risk, Leadership, Contract Negotiation, Team Leadership, Financial Modeling, Risk Assessment, Financial Analysis, Due Diligence, Data Analysis, Project Management, Microsoft Excel, Accounting, Microsoft Office, Forecasting, Budgets, Financial Accounting, Trading, Mergers & Acquisitions, Project Finance, Strategic Financial..., Economics, Valuation, Banking, VBA, Energy, Risk Analysis, Derivatives, Commodity, Bloomberg, Hedging, Sarbanes-Oxley Act, Structured Finance
Education
Penn State University 2007 — 2010
Bachelor of Science (BS), Finance & Accounting
Defense Language Institute 2002 — 2003
Portuguese European/Brazilian
Joseph G. Witthohn,CFA's Emerald Asset Management Experience February 2012 - Present
Job VP of Product Development and ETF Strategies at Emerald Asset Management
Industry Financial Services
Experience
Emerald Asset Management February 2012 - Present
Janney Montgomery Scott August 1998 - February 2012
janney montgomery scott 1998 - 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
Master of Science, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1992 — 1994
MBA, Business
Philadelphia University 1976 — 1980
Babylon High School
Emerald Asset Management February 2012 - Present
Janney Montgomery Scott August 1998 - February 2012
janney montgomery scott 1998 - 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
Master of Science, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1992 — 1994
MBA, Business
Philadelphia University 1976 — 1980
Babylon High School
Shabab Manzoor's Emerald Asset Management Experience May 2008 - August 2008
Job CMBS Origination at J.P. Morgan
Industry Commercial Real Estate
Experience
J.P. Morgan April 2015 - Present
Spring11, LLC November 2013 - April 2015
Townhouse Partners Consulting June 2011 - October 2013
212MEDIA August 2009 - May 2011
Townhouse Partners Consulting December 2009 - March 2010
Lancaster County Planning Commission May 2008 - August 2008
Emerald Asset Management May 2008 - August 2008
Hong Kong Shanghai Banking Corporation June 2007 - August 2007
Skills
Valuation, CMBS, Underwriting, Real Estate Economics, Financial Modeling, Financial Analysis, Portfolio Management, Investment Banking, Investments, Strategy, Bloomberg, Finance, Asset Managment, Loans, Market Research, Commercial Real Estate, Distressed Debt, Real Estate Finance, Due Diligence
Education
Franklin & Marshall College 2005 — 2009
BA, Business, Economics
University College London 2008 — 2008
Economics
Scholastica
Scholastica
J.P. Morgan April 2015 - Present
Spring11, LLC November 2013 - April 2015
Townhouse Partners Consulting June 2011 - October 2013
212MEDIA August 2009 - May 2011
Townhouse Partners Consulting December 2009 - March 2010
Lancaster County Planning Commission May 2008 - August 2008
Emerald Asset Management May 2008 - August 2008
Hong Kong Shanghai Banking Corporation June 2007 - August 2007
Skills
Valuation, CMBS, Underwriting, Real Estate Economics, Financial Modeling, Financial Analysis, Portfolio Management, Investment Banking, Investments, Strategy, Bloomberg, Finance, Asset Managment, Loans, Market Research, Commercial Real Estate, Distressed Debt, Real Estate Finance, Due Diligence
Education
Franklin & Marshall College 2005 — 2009
BA, Business, Economics
University College London 2008 — 2008
Economics
Scholastica
Scholastica
Steven Falcone's Emerald Asset Management Experience January 2009 - Present
Job Elizabethtown College '09 Finance Graduate
Industry Banking
Experience
Emerald Asset Management January 2009 - Present
Elizabethtown College December 2005 - Present
Elizabethtown College May 2007 - August 2008
Police & Fire Federal Credit Union May 2006 - August 2006
Education
Elizabethtown College 2005 — 2009
Emerald Asset Management January 2009 - Present
Elizabethtown College December 2005 - Present
Elizabethtown College May 2007 - August 2008
Police & Fire Federal Credit Union May 2006 - August 2006
Education
Elizabethtown College 2005 — 2009
J.R. Talboom's Emerald Asset Management Experience February 2012 - Present
Job Student at PHCC
Industry Legal Services
Experience
Emerald Asset Management February 2012 - Present
Debt Innovations January 2009 - May 2010
Skills
Investment Properties, Short Sales, Foreclosures, Property, Negotiation, Real Estate, Investments, Strategic Planning, Purchasing, New Business Development, Customer Service, Credit, Loans, Real Estate Development, Residential Homes, Sales, Team Building, Budgets, Real Estate Transactions, Marketing Strategy, Investors
Education
New York Institute of Technology-Old Westbury 1980 — 1988
Finance
Emerald Asset Management February 2012 - Present
Debt Innovations January 2009 - May 2010
Skills
Investment Properties, Short Sales, Foreclosures, Property, Negotiation, Real Estate, Investments, Strategic Planning, Purchasing, New Business Development, Customer Service, Credit, Loans, Real Estate Development, Residential Homes, Sales, Team Building, Budgets, Real Estate Transactions, Marketing Strategy, Investors
Education
New York Institute of Technology-Old Westbury 1980 — 1988
Finance
Adam Malatestinic's Emerald Asset Management Experience April 2012 - September 2012
Job Independent Business Owner at ACN
Industry Accounting
Experience
Foot Locker June 2014 - Present
ACN September 2013 - Present
Hersha Hospitality December 2012 - June 2014
LA Fitness September 2011 - November 2012
Emerald Asset Management April 2012 - September 2012
New York Life Insurance Company August 2010 - September 2011
Saint Joseph's University 2008 - 2010
Skills
PowerPoint, Accounting, Financial Analysis, Microsoft Word, Outlook, Financial Planners, Microsoft Office, Budgets, Public Speaking, Payroll, Financial Reporting, Event Planning, Forecasting, General Ledger, Accounts Payable, Microsoft Excel, Access, Leadership Development, Strategic Planning, Financial Statements, Finance, Leadership
Education
Saint Joseph's University 2007 — 2010
Bachelor of Science (BS), Accounting
bishop mcdevitt high school 2002 — 2006
Foot Locker June 2014 - Present
ACN September 2013 - Present
Hersha Hospitality December 2012 - June 2014
LA Fitness September 2011 - November 2012
Emerald Asset Management April 2012 - September 2012
New York Life Insurance Company August 2010 - September 2011
Saint Joseph's University 2008 - 2010
Skills
PowerPoint, Accounting, Financial Analysis, Microsoft Word, Outlook, Financial Planners, Microsoft Office, Budgets, Public Speaking, Payroll, Financial Reporting, Event Planning, Forecasting, General Ledger, Accounts Payable, Microsoft Excel, Access, Leadership Development, Strategic Planning, Financial Statements, Finance, Leadership
Education
Saint Joseph's University 2007 — 2010
Bachelor of Science (BS), Accounting
bishop mcdevitt high school 2002 — 2006
Javan Martin, CFP®'s Emerald Asset Management Experience September 2009 - August 2010
Job Investment Consultant at The Vanguard Group, Inc
Industry Investment Management
Experience
Vinylmark, LLC January 2011 - Present
The Vanguard Group, Inc July 2010 - Present
J.V. Martin, Sole-Proprietorship May 2005 - Present
Emerald Asset Management September 2009 - August 2010
Skills
Analysis, Leadership, Management, CRM, Strategic Planning, Asset Management, Portfolio Management, Business Development, Investments, Retirement Planning
Education
Boston University 2011 — 2014
Financial Planning
Millersville University of Pennsylvania 2006 — 2010
Bachelors, Financial Economics, Economics
Vinylmark, LLC January 2011 - Present
The Vanguard Group, Inc July 2010 - Present
J.V. Martin, Sole-Proprietorship May 2005 - Present
Emerald Asset Management September 2009 - August 2010
Skills
Analysis, Leadership, Management, CRM, Strategic Planning, Asset Management, Portfolio Management, Business Development, Investments, Retirement Planning
Education
Boston University 2011 — 2014
Financial Planning
Millersville University of Pennsylvania 2006 — 2010
Bachelors, Financial Economics, Economics
Tom Clarke's Emerald Asset Management Experience May 2009 - December 2009
Job Sales Executive Americas Hedge Funds at FactSet
Industry Computer Software
Experience
FactSet April 2014 - Present
FactSet Research Systems January 2013 - April 2014
FactSet Research Systems September 2010 - January 2013
Emerald Asset Management May 2009 - December 2009
Barclays Wealth June 2008 - August 2008
ICAP May 2007 - August 2007
Skills
Data Analysis, Financial Modeling, Excel, Microsoft Excel, Financial Markets, Project Management, Process Improvement, Financial Analysis, Analysis, Finance, Analytics, Sales, Valuation, Business Analysis, Employee Relations, Hedge Funds, Portfolio Management, Investments, Equities
Education
Villanova University 2006 — 2010
Bachelor of Science (BS), Finance & Economics
The London School of Economics and Political Science (LSE) 2008 — 2008
Finance
Bridgewater-Raritan High School 2002 — 2006
High School
FactSet April 2014 - Present
FactSet Research Systems January 2013 - April 2014
FactSet Research Systems September 2010 - January 2013
Emerald Asset Management May 2009 - December 2009
Barclays Wealth June 2008 - August 2008
ICAP May 2007 - August 2007
Skills
Data Analysis, Financial Modeling, Excel, Microsoft Excel, Financial Markets, Project Management, Process Improvement, Financial Analysis, Analysis, Finance, Analytics, Sales, Valuation, Business Analysis, Employee Relations, Hedge Funds, Portfolio Management, Investments, Equities
Education
Villanova University 2006 — 2010
Bachelor of Science (BS), Finance & Economics
The London School of Economics and Political Science (LSE) 2008 — 2008
Finance
Bridgewater-Raritan High School 2002 — 2006
High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY