Equinoxe Alternative Investment Services
Industry: Company
DescriptionFounded: 2007 Parent organization: Apex Fund Services Subsidiaries: Equinoxe Alternative Investment Services (USA) Inc., Equinoxe Alternative Investment Services (Ireland) Limited
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Equinoxe Alternative Investment Services Employees
Employee
Years
Job
Industry
Saleha Bhatti Saleha Bhatti's Equinoxe Alternative Investment Services Experience June 2013 - September 2013
Job Accounting Manager at ADC Digital
Industry Computer Networking
Experience
Skillin October 2014 - Present
ADC Digital October 2014 - Present
Private Investment Group November 2013 - November 2014
Equinoxe Alternative Investment Services June 2013 - September 2013
AmiGeo December 2012 - May 2013
Pakistani Student Association August 2012 - May 2013
MultiCultural Center August 2012 - December 2012
Economics Department, UC Berkeley January 2012 - December 2012
AMA Communications Inc. May 2010 - July 2011
Muslim Student Association September 2010 - June 2011
Skills
Stata, R, Microsoft Excel, Econometrics, Qualitative Research, Research, Statistics, Data Analysis, Financial Modeling, Microsoft Office, PowerPoint, Public Speaking, Market Research, Fundraising, Non-profits, Editing, Access, Financial Analysis, Nonprofits, Analysis, Microsoft Word, Economics, Entrepreneurship
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), Economics
UCLA 2009 — 2011
Pilgrim School 2007 — 2009
Skillin October 2014 - Present
ADC Digital October 2014 - Present
Private Investment Group November 2013 - November 2014
Equinoxe Alternative Investment Services June 2013 - September 2013
AmiGeo December 2012 - May 2013
Pakistani Student Association August 2012 - May 2013
MultiCultural Center August 2012 - December 2012
Economics Department, UC Berkeley January 2012 - December 2012
AMA Communications Inc. May 2010 - July 2011
Muslim Student Association September 2010 - June 2011
Skills
Stata, R, Microsoft Excel, Econometrics, Qualitative Research, Research, Statistics, Data Analysis, Financial Modeling, Microsoft Office, PowerPoint, Public Speaking, Market Research, Fundraising, Non-profits, Editing, Access, Financial Analysis, Nonprofits, Analysis, Microsoft Word, Economics, Entrepreneurship
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), Economics
UCLA 2009 — 2011
Pilgrim School 2007 — 2009
David McAllister David McAllister's Equinoxe Alternative Investment Services Experience May 2008 - Present
Job Chief Technology Officer
Industry Financial Services
Experience
Equinoxe Alternative Investment Services May 2008 - Present
J.P. Morgan October 2004 - May 2008
Tranaut Fund Administration January 2004 - September 2004
Brooks Thomas Group June 2003 - December 2003
Consultant October 2001 - May 2003
Exile on Seventh March 2001 - September 2001
Skills
Business Continuity, Hedge Funds, Disaster Recovery, IT Strategy, IT Management, Enterprise Architecture, Microsoft Technologies, IT Risk Management, Data Center, Security, Risk Management, ITIL, Project Management, Vendor Management, IT Operations, Service Delivery, Infrastructure, Databases, Management, Information Technology, Technology Architecture, Business Continuity..., IT Infrastructure..., Incident Management, IT Operations Management, Hedge Fund..., IT Documentation, Virtualization, Solution Architecture, Project Portfolio..., VMware, Mergers, System Migration, Architecture, Service Delivery..., ITIL v3 Foundations..., Integration, IT Service Management, Lync, Software Development, Agile Methodologies, Information Security..., Information Security, Microsoft Exchange, PRINCE2, Network Security
Education
Dublin Institute of Technology 1997 — 2001
BSc., Information Systems Development
Equinoxe Alternative Investment Services May 2008 - Present
J.P. Morgan October 2004 - May 2008
Tranaut Fund Administration January 2004 - September 2004
Brooks Thomas Group June 2003 - December 2003
Consultant October 2001 - May 2003
Exile on Seventh March 2001 - September 2001
Skills
Business Continuity, Hedge Funds, Disaster Recovery, IT Strategy, IT Management, Enterprise Architecture, Microsoft Technologies, IT Risk Management, Data Center, Security, Risk Management, ITIL, Project Management, Vendor Management, IT Operations, Service Delivery, Infrastructure, Databases, Management, Information Technology, Technology Architecture, Business Continuity..., IT Infrastructure..., Incident Management, IT Operations Management, Hedge Fund..., IT Documentation, Virtualization, Solution Architecture, Project Portfolio..., VMware, Mergers, System Migration, Architecture, Service Delivery..., ITIL v3 Foundations..., Integration, IT Service Management, Lync, Software Development, Agile Methodologies, Information Security..., Information Security, Microsoft Exchange, PRINCE2, Network Security
Education
Dublin Institute of Technology 1997 — 2001
BSc., Information Systems Development
Patrick Lillie Patrick Lillie's Equinoxe Alternative Investment Services Experience June 2011 - August 2011
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Keener Wealth Management April 2013 - May 2013
Fisher Professional Services August 2012 - January 2013
The Ohio State University February 2010 - October 2012
WesBanco June 2012 - August 2012
Equinoxe Alternative Investment Services June 2011 - August 2011
Skills
Leadership, Customer Service, Securities, Mutual Funds, Banking, Public Speaking, Sales, Finance, Entrepreneurship, Management, Financial Analysis, Data Analysis, Access
Education
The Ohio State University Fisher College of Business 2009 — 2013
The Ohio State University, Fisher College of Business
Bachelor of Science, Business Administration
Wells Fargo June 2013 - Present
Keener Wealth Management April 2013 - May 2013
Fisher Professional Services August 2012 - January 2013
The Ohio State University February 2010 - October 2012
WesBanco June 2012 - August 2012
Equinoxe Alternative Investment Services June 2011 - August 2011
Skills
Leadership, Customer Service, Securities, Mutual Funds, Banking, Public Speaking, Sales, Finance, Entrepreneurship, Management, Financial Analysis, Data Analysis, Access
Education
The Ohio State University Fisher College of Business 2009 — 2013
The Ohio State University, Fisher College of Business
Bachelor of Science, Business Administration
Jennifer Witt Jennifer Witt's Equinoxe Alternative Investment Services Experience June 2012 - August 2012
Job Lead Financial Analyst at AT&T
Industry Financial Services
Experience
AT&T; Mobility Finance July 2015 - Present
AT&T; Mobility Finance December 2014 - July 2015
AT&T; International, Alliances and Integrations December 2012 - December 2014
Equinoxe Alternative Investment Services June 2012 - August 2012
Amsterdam Cafe July 2011 - June 2012
Healthier Resources Inc. (HRI) May 2010 - August 2010
Lotus Boutique November 2007 - January 2010
Healthier Resources Inc. (HRI) May 2009 - August 2009
Skills
Business Analysis, Customer Service, Technical Recruiting, Microsoft Office, Sales, Spanish, Expense Budget..., Contract Negotiation, Problem Solving, Critical Thinking, Budgets, Accounting, Leadership, Event Planning, Marketing, Training, Microsoft Excel, Advertising, Finance, Analysis, Management, PowerPoint
Education
Auburn University 2008 — 2012
Bachelor of Science, Business Administration; International Business; Finance
Universidad de Alcalá de Henares 2011 — 2011
Spanish Language and Literature
AT&T; Mobility Finance July 2015 - Present
AT&T; Mobility Finance December 2014 - July 2015
AT&T; International, Alliances and Integrations December 2012 - December 2014
Equinoxe Alternative Investment Services June 2012 - August 2012
Amsterdam Cafe July 2011 - June 2012
Healthier Resources Inc. (HRI) May 2010 - August 2010
Lotus Boutique November 2007 - January 2010
Healthier Resources Inc. (HRI) May 2009 - August 2009
Skills
Business Analysis, Customer Service, Technical Recruiting, Microsoft Office, Sales, Spanish, Expense Budget..., Contract Negotiation, Problem Solving, Critical Thinking, Budgets, Accounting, Leadership, Event Planning, Marketing, Training, Microsoft Excel, Advertising, Finance, Analysis, Management, PowerPoint
Education
Auburn University 2008 — 2012
Bachelor of Science, Business Administration; International Business; Finance
Universidad de Alcalá de Henares 2011 — 2011
Spanish Language and Literature
Hency Watt Hency Watt's Equinoxe Alternative Investment Services Experience February 2006 - March 2012
Job Finance & Customer Service Management
Industry Financial Services
Experience
Philips Healthcare January 2013 - Present
Equinoxe Alternative Investment Services February 2006 - March 2012
MadisonGrey January 2006 - November 2010
Morgan Stanley January 2002 - February 2006
Skills
Accounting, Cash Management, Equities, Financial Analysis, Financial Services, Fund Accounting, Hedge Funds, Internal Controls, Investments, Management, Asset Management, Fixed Income
Education
University of New Haven 1985 — 1990
Business Management, Business Administration
Philips Healthcare January 2013 - Present
Equinoxe Alternative Investment Services February 2006 - March 2012
MadisonGrey January 2006 - November 2010
Morgan Stanley January 2002 - February 2006
Skills
Accounting, Cash Management, Equities, Financial Analysis, Financial Services, Fund Accounting, Hedge Funds, Internal Controls, Investments, Management, Asset Management, Fixed Income
Education
University of New Haven 1985 — 1990
Business Management, Business Administration
Autumn Smith, CPA's Equinoxe Alternative Investment Services Experience July 2013 - March 2015
Job Manager (FSO) at EY
Industry Accounting
Experience
EY April 2015 - Present
Equinoxe Alternative Investment Services July 2013 - March 2015
KPMG Bermuda September 2011 - July 2013
Becker Professional Review April 2010 - September 2011
Blue and Co. LLC October 2006 - September 2011
Williams & Henley Management June 2005 - October 2006
The Ohio State University June 2004 - June 2006
The Ohio State University Housing Office August 2003 - August 2005
Skills
Excel, Word, Financial Reporting, Accounts Receivable, Data Extraction, AS400 system, Great Plains Software, Microsoft Excel, Human Resources, Accounts Payable, US GAAP, Financial Statements, GAAP
Education
The Ohio State University Fisher College of Business 2003 — 2007
B.S., Accounting & Finance
Canal Winchester 2000 — 2003
EY April 2015 - Present
Equinoxe Alternative Investment Services July 2013 - March 2015
KPMG Bermuda September 2011 - July 2013
Becker Professional Review April 2010 - September 2011
Blue and Co. LLC October 2006 - September 2011
Williams & Henley Management June 2005 - October 2006
The Ohio State University June 2004 - June 2006
The Ohio State University Housing Office August 2003 - August 2005
Skills
Excel, Word, Financial Reporting, Accounts Receivable, Data Extraction, AS400 system, Great Plains Software, Microsoft Excel, Human Resources, Accounts Payable, US GAAP, Financial Statements, GAAP
Education
The Ohio State University Fisher College of Business 2003 — 2007
B.S., Accounting & Finance
Canal Winchester 2000 — 2003
Luke Kalinoski, CPA Luke Kalinoski, CPA's Equinoxe Alternative Investment Services Experience January 2011 - April 2011
Job Senior Auditor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. October 2014 - Present
Wolf & Company, P.C. September 2012 - September 2014
R.S. Abrams & Co. LLP May 2011 - September 2012
Huntington YMCA June 2004 - September 2012
Equinoxe Alternative Investment Services January 2011 - April 2011
Staples June 2006 - December 2007
Skills
Caseware, Microsoft Excel, Microsoft Word
Education
Stonehill College 2008 — 2012
Bachelor's, Accounting (w/ Criminology minor)
Wolf & Company, P.C. October 2014 - Present
Wolf & Company, P.C. September 2012 - September 2014
R.S. Abrams & Co. LLP May 2011 - September 2012
Huntington YMCA June 2004 - September 2012
Equinoxe Alternative Investment Services January 2011 - April 2011
Staples June 2006 - December 2007
Skills
Caseware, Microsoft Excel, Microsoft Word
Education
Stonehill College 2008 — 2012
Bachelor's, Accounting (w/ Criminology minor)
Katelyn Downey's Equinoxe Alternative Investment Services Experience July 2011 - September 2011
Job Associate Relationship Manager at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank June 2015 - Present
Fifth Third Bank June 2013 - Present
Fiserv December 2011 - May 2013
The Ohio State University Alumni Association May 2011 - December 2012
Equinoxe Alternative Investment Services July 2011 - September 2011
Skills
Access, Microsoft Excel, SharePoint, Finance, Risk Management, Leadership, Customer Service, Time Management, PowerPoint
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Risk Managment
Medina Senior High School 2005 — 2009
High School
Fifth Third Bank June 2015 - Present
Fifth Third Bank June 2013 - Present
Fiserv December 2011 - May 2013
The Ohio State University Alumni Association May 2011 - December 2012
Equinoxe Alternative Investment Services July 2011 - September 2011
Skills
Access, Microsoft Excel, SharePoint, Finance, Risk Management, Leadership, Customer Service, Time Management, PowerPoint
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Risk Managment
Medina Senior High School 2005 — 2009
High School
Anna Strohsahl's Equinoxe Alternative Investment Services Experience October 2013 - March 2014
Job Associate Wealth Management Advisor at Mattson & Associates, Northwestern Mutual
Industry Financial Services
Experience
Equinoxe Alternative Investment Services October 2013 - March 2014
North Florida Financial Corporation July 2012 - April 2013
Dawson James Securities May 2012 - July 2012
Skills
Investments, Series 7, Series 63, Financial Services, Bloomberg Terminal, Analysis, Financial Modeling, Finance, Valuation, Fund Accounting, NAV, Financial Reporting, Hedge Funds, Account Reconciliation
Education
University of Georgia - Terry College of Business 2015 — 2016
Executive Program for CFP® Certification
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Applied Economics, 3.6
Equinoxe Alternative Investment Services October 2013 - March 2014
North Florida Financial Corporation July 2012 - April 2013
Dawson James Securities May 2012 - July 2012
Skills
Investments, Series 7, Series 63, Financial Services, Bloomberg Terminal, Analysis, Financial Modeling, Finance, Valuation, Fund Accounting, NAV, Financial Reporting, Hedge Funds, Account Reconciliation
Education
University of Georgia - Terry College of Business 2015 — 2016
Executive Program for CFP® Certification
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Applied Economics, 3.6
Andrea Leelike's Equinoxe Alternative Investment Services Experience June 2014 - August 2014
Job Junior at Boston University seeking a degree in finance and law.
Industry Financial Services
Experience
Equinoxe Alternative Investment Services June 2014 - August 2014
Boston University September 2012 - December 2012
Bellport Bay Sailing Foundation June 2008 - August 2012
Skills
Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, English, Customer Service, Facebook
Education
Boston University - School of Management 2012 — 2016
BSBA Business Administration and Management, Finance and Law, Sophomore
Saint Anthony's High School 2010 — 2012
Equinoxe Alternative Investment Services June 2014 - August 2014
Boston University September 2012 - December 2012
Bellport Bay Sailing Foundation June 2008 - August 2012
Skills
Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, English, Customer Service, Facebook
Education
Boston University - School of Management 2012 — 2016
BSBA Business Administration and Management, Finance and Law, Sophomore
Saint Anthony's High School 2010 — 2012
Matthew Cottrell's Equinoxe Alternative Investment Services Experience April 2009 - June 2009
Job Transaction Advisory Services Financial Services Office at EY
Industry Accounting
Experience
EY June 2015 - Present
EY September 2010 - June 2015
Stratford Recreaton Department May 2008 - September 2009
Equinoxe Alternative Investment Services April 2009 - June 2009
Boston University Office of Information Technology September 2008 - December 2008
Skills
Management, Outlook, PowerPoint, Hedge Funds, Microsoft Word, Teamwork, Financial Reporting, Auditing, US GAAP, Internal Controls, Alternative Investments, Financial Analysis, Accounting, Time Management, Financial Accounting, External Audit, Assurance, CPA, Sarbanes-Oxley Act
Education
Boston University 2006 — 2010
BSBA, Accounting, Finance
Boston University - School of Management 2006 — 2010
Bachelor of Science, Business Administration; Accounting and Finance
University College of Dublin 2009 — 2009
EY June 2015 - Present
EY September 2010 - June 2015
Stratford Recreaton Department May 2008 - September 2009
Equinoxe Alternative Investment Services April 2009 - June 2009
Boston University Office of Information Technology September 2008 - December 2008
Skills
Management, Outlook, PowerPoint, Hedge Funds, Microsoft Word, Teamwork, Financial Reporting, Auditing, US GAAP, Internal Controls, Alternative Investments, Financial Analysis, Accounting, Time Management, Financial Accounting, External Audit, Assurance, CPA, Sarbanes-Oxley Act
Education
Boston University 2006 — 2010
BSBA, Accounting, Finance
Boston University - School of Management 2006 — 2010
Bachelor of Science, Business Administration; Accounting and Finance
University College of Dublin 2009 — 2009
Kendell Sprott's Equinoxe Alternative Investment Services Experience November 2010 - Present
Job Group Manger at Equinoxe Alternative Investment Services
Industry Financial Services
Experience
Equinoxe Alternative Investment Services November 2010 - Present
MadisonGrey February 2004 - November 2010
Global Asset Alternatives 2002 - 2003
Enron 2000 - 2001
Skills
Valuation, Financial Analysis, Accounting, Finance, Financial Reporting, Due Diligence, Alternative Investments, Hedge Funds, Derivatives, Fund Administration, Risk Management, Financial Modeling, Internal Controls, Fund Accounting, Forecasting, Training, Operations Management
Education
Morehouse College 1996 — 2000
BA, Business Administration Finance
Union Catholic Regional High 1992 — 1996
Equinoxe Alternative Investment Services November 2010 - Present
MadisonGrey February 2004 - November 2010
Global Asset Alternatives 2002 - 2003
Enron 2000 - 2001
Skills
Valuation, Financial Analysis, Accounting, Finance, Financial Reporting, Due Diligence, Alternative Investments, Hedge Funds, Derivatives, Fund Administration, Risk Management, Financial Modeling, Internal Controls, Fund Accounting, Forecasting, Training, Operations Management
Education
Morehouse College 1996 — 2000
BA, Business Administration Finance
Union Catholic Regional High 1992 — 1996
Daniel Assegid Mengiste's Equinoxe Alternative Investment Services Experience December 2013 - Present
Job Account Manager at Equinoxe Alternative Investment Services
Industry Investment Management
Experience
Equinoxe Alternative Investment Services December 2013 - Present
Dawit Accounting and Tax June 2008 - Present
SunTrust Bank December 2003 - November 2007
State Street February 1999 - August 2003
Boston Financial Data Services July 1998 - January 1999
Skills
Access, Accounting, Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, QuickBooks, Auditing, Variance Analysis, Financial Statements, Payroll, Journal Entries, Microsoft Excel, Bank Reconciliation, Analysis, US GAAP, Banking, PowerPoint, Financial Reporting, Process Improvement, Investments, Human Resources
Education
Keller Graduate School of Management of DeVry University 2006 — 2009
Master's, Accounting and Financial Management
Keller Graduate School of Management of DeVry University 2006 — 2008
Graduate Certificate, Financial Analysis
University of Massachusetts Boston 1995 — 1998
Bachelor's, Finance
Equinoxe Alternative Investment Services December 2013 - Present
Dawit Accounting and Tax June 2008 - Present
SunTrust Bank December 2003 - November 2007
State Street February 1999 - August 2003
Boston Financial Data Services July 1998 - January 1999
Skills
Access, Accounting, Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, QuickBooks, Auditing, Variance Analysis, Financial Statements, Payroll, Journal Entries, Microsoft Excel, Bank Reconciliation, Analysis, US GAAP, Banking, PowerPoint, Financial Reporting, Process Improvement, Investments, Human Resources
Education
Keller Graduate School of Management of DeVry University 2006 — 2009
Master's, Accounting and Financial Management
Keller Graduate School of Management of DeVry University 2006 — 2008
Graduate Certificate, Financial Analysis
University of Massachusetts Boston 1995 — 1998
Bachelor's, Finance
Lelanie Roache's Equinoxe Alternative Investment Services Experience 2011 - Present
Job Group Manager, Fund Accounting at Equinoxe Alternative Investment Services
Industry Financial Services
Experience
Equinoxe Alternative Investment Services 2011 - Present
MadisonGrey July 2006 - 2011
INVESCO March 2001 - May 2006
Franklin Templeton Investments February 1998 - July 2000
Skills
Hedge Funds, Alternative Investments, Fund Accounting, Financial Reporting, Fund Administration, Bloomberg, Accounting, Investments, Securities, Fund Of Funds, Derivatives, Mutual Funds, Fixed Income
Education
Florida International University - College of Business
BBA, Finance & International Business
Mercer University
MBA, Finance
Equinoxe Alternative Investment Services 2011 - Present
MadisonGrey July 2006 - 2011
INVESCO March 2001 - May 2006
Franklin Templeton Investments February 1998 - July 2000
Skills
Hedge Funds, Alternative Investments, Fund Accounting, Financial Reporting, Fund Administration, Bloomberg, Accounting, Investments, Securities, Fund Of Funds, Derivatives, Mutual Funds, Fixed Income
Education
Florida International University - College of Business
BBA, Finance & International Business
Mercer University
MBA, Finance
Mustapha Halley's Equinoxe Alternative Investment Services Experience June 2014 - Present
Job Group Manager at Equinoxe Alternative Investment Services
Industry Food & Beverages
Experience
Equinoxe Alternative Investment Services June 2014 - Present
Direct Response Products June 2010 - June 2014
Kaiteur coffee and tea January 2007 - June 2010
Paloma Partners 1998 - 2004
Skills
New Business Development, Marketing, Marketing Strategy, Sales Management, Strategic Planning, Social Media Marketing, Team Building, Sales, Management, Coaching, Social Media, Budgets, Advertising, Public Speaking, Customer Service, Negotiation, Leadership, Event Management, Business Strategy, Project Management, Marketing Communications, Social Networking
Education
City University of New York
Equinoxe Alternative Investment Services June 2014 - Present
Direct Response Products June 2010 - June 2014
Kaiteur coffee and tea January 2007 - June 2010
Paloma Partners 1998 - 2004
Skills
New Business Development, Marketing, Marketing Strategy, Sales Management, Strategic Planning, Social Media Marketing, Team Building, Sales, Management, Coaching, Social Media, Budgets, Advertising, Public Speaking, Customer Service, Negotiation, Leadership, Event Management, Business Strategy, Project Management, Marketing Communications, Social Networking
Education
City University of New York
Chris Foy's Equinoxe Alternative Investment Services Experience November 2010 - Present
Job Global Head of Operations at Equinoxe Alternative Investment Services
Industry Financial Services
Experience
Equinoxe Alternative Investment Services November 2010 - Present
Equinoxe Alternative Investment Services June 2008 - November 2010
JPMorgan Hedge Fund Services February 2002 - May 2008
Tranaut Fund Administration (now JPMorgan Hedge Fund Services) February 2002 - October 2004
BISYS November 1999 - October 2001
Deutsche Bank January 1999 - October 1999
Bankers Trust April 1998 - October 1999
Bankers Trust 1995 - April 1998
Skills
Alternative Investments, Fund Accounting, Hedge Funds, Fund Administration, Fund Of Funds, Valuation, Financial Reporting, Accounting, Private Equity
Education
Fordham University 1991 — 1995
BS, Public Accounting with Specialisation in International Business
Holy Trinity High School 1987 — 1991
Equinoxe Alternative Investment Services November 2010 - Present
Equinoxe Alternative Investment Services June 2008 - November 2010
JPMorgan Hedge Fund Services February 2002 - May 2008
Tranaut Fund Administration (now JPMorgan Hedge Fund Services) February 2002 - October 2004
BISYS November 1999 - October 2001
Deutsche Bank January 1999 - October 1999
Bankers Trust April 1998 - October 1999
Bankers Trust 1995 - April 1998
Skills
Alternative Investments, Fund Accounting, Hedge Funds, Fund Administration, Fund Of Funds, Valuation, Financial Reporting, Accounting, Private Equity
Education
Fordham University 1991 — 1995
BS, Public Accounting with Specialisation in International Business
Holy Trinity High School 1987 — 1991
David McLeod, CPA's Equinoxe Alternative Investment Services Experience June 2010 - December 2011
Job Controller of Rental Opportunities at Premium Point Investments LP
Industry Accounting
Experience
Premium Point Investments LP July 2015 - Present
Timbervest March 2013 - July 2015
Timbervest December 2011 - March 2013
Equinoxe Alternative Investment Services June 2010 - December 2011
Williams Benator & Libby, LLP July 2005 - June 2010
Skills
US GAAP, Microsoft Excel, Microsoft Dynamics SL, Monarch Pro, Investment Company..., Portfolio Accounting, Fund Accounting, Fund Administration, Timber Funds, Timberland Accounting, Accounting, Auditing, Finance, GAAP, Financial Statements, Alternative Investments, Investments
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2005
BBA, Accounting
Premium Point Investments LP July 2015 - Present
Timbervest March 2013 - July 2015
Timbervest December 2011 - March 2013
Equinoxe Alternative Investment Services June 2010 - December 2011
Williams Benator & Libby, LLP July 2005 - June 2010
Skills
US GAAP, Microsoft Excel, Microsoft Dynamics SL, Monarch Pro, Investment Company..., Portfolio Accounting, Fund Accounting, Fund Administration, Timber Funds, Timberland Accounting, Accounting, Auditing, Finance, GAAP, Financial Statements, Alternative Investments, Investments
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2005
BBA, Accounting
Valery Jean-Phillippe's Equinoxe Alternative Investment Services Experience May 2010 - Present
Job Account Manager at Equinoxe Alternative Investment Services
Industry Financial Services
Experience
Equinoxe Alternative Investment Services May 2010 - Present
Atlanta Capital Management September 2006 - March 2009
Invesco Ltd. January 2002 - June 2006
Skills
Fund Administration, Hedge Funds, Mutual Funds, Portfolio Management, Fund Accounting, Financial Reporting, Financial Analysis, Investments, Bloomberg, Alternative Investments, Equities, Asset Management, Fund Of Funds, Fixed Income
Education
City University of New York-Hunter College 1987 — 1993
Bachelor, Accounting
Equinoxe Alternative Investment Services May 2010 - Present
Atlanta Capital Management September 2006 - March 2009
Invesco Ltd. January 2002 - June 2006
Skills
Fund Administration, Hedge Funds, Mutual Funds, Portfolio Management, Fund Accounting, Financial Reporting, Financial Analysis, Investments, Bloomberg, Alternative Investments, Equities, Asset Management, Fund Of Funds, Fixed Income
Education
City University of New York-Hunter College 1987 — 1993
Bachelor, Accounting
Frewoini Zerai's Equinoxe Alternative Investment Services Experience January 2013 - Present
Job Senior Account Manager at Equinoxe Alternative Investment Services
Industry Financial Services
Experience
Equinoxe Alternative Investment Services January 2013 - Present
Equinoxe Alternative Investment Services October 2010 - December 2012
MadisonGrey February 2008 - October 2010
Citi September 2007 - February 2008
Graham Windham May 2007 - August 2007
Morgan Stanley Smith Barney March 2005 - January 2006
Skills
Portfolio Management, Tax, Human Resources
Education
LIU Post 2001 — 2005
BS, Finance
Equinoxe Alternative Investment Services January 2013 - Present
Equinoxe Alternative Investment Services October 2010 - December 2012
MadisonGrey February 2008 - October 2010
Citi September 2007 - February 2008
Graham Windham May 2007 - August 2007
Morgan Stanley Smith Barney March 2005 - January 2006
Skills
Portfolio Management, Tax, Human Resources
Education
LIU Post 2001 — 2005
BS, Finance
Bo Dunne's Equinoxe Alternative Investment Services Experience June 2010 - August 2010
Job Financial Analyst at Asset Risk Management, LLC
Industry Banking
Experience
Asset Risk Management, LLC October 2013 - Present
Amegy Bank August 2013 - October 2013
Amegy Bank January 2012 - August 2013
JPMorgan Chase September 2011 - December 2011
ERG Resources, LLC April 2011 - September 2011
Equinoxe Alternative Investment Services June 2010 - August 2010
Dunne Investments, Inc December 2008 - January 2009
Grubb & EllisIMartens Commercial Group December 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Finance, Financial Reporting, Microsoft Excel, Due Diligence, Forecasting, Investments, Analysis, Credit, Internal Audit, Management, Real Estate
Education
The University of Kansas 2007 — 2010
Bachelor of Science, Finance
University of Mississippi 2006 — 2007
Geology
Wichita Collegiate 1992 — 2006
Asset Risk Management, LLC October 2013 - Present
Amegy Bank August 2013 - October 2013
Amegy Bank January 2012 - August 2013
JPMorgan Chase September 2011 - December 2011
ERG Resources, LLC April 2011 - September 2011
Equinoxe Alternative Investment Services June 2010 - August 2010
Dunne Investments, Inc December 2008 - January 2009
Grubb & EllisIMartens Commercial Group December 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Finance, Financial Reporting, Microsoft Excel, Due Diligence, Forecasting, Investments, Analysis, Credit, Internal Audit, Management, Real Estate
Education
The University of Kansas 2007 — 2010
Bachelor of Science, Finance
University of Mississippi 2006 — 2007
Geology
Wichita Collegiate 1992 — 2006
Mark Taranto's Equinoxe Alternative Investment Services Experience August 2010 - November 2011
Job Credit Portfolio Controller at Harvard Management Company
Industry Financial Services
Experience
Harvard Management Company February 2013 - Present
BNY Mellon November 2011 - February 2013
Equinoxe Alternative Investment Services August 2010 - November 2011
JP Morgan Chase December 2007 - May 2010
Citigroup (formerly BISYS Hedge Fund Services Ltd.) September 2004 - December 2007
Campbell and Company July 2003 - September 2004
T. Rowe Price July 2000 - July 2003
Skills
Fund Accounting, Account Reconciliation, Accounting, Trading, Financial Statements, General Ledger, Back Office, US GAAP, Financial Audits, Microsoft Excel, Financial Analysis, Bloomberg, Fund Administration, Financial Reporting, Hedge Funds, Fixed Income, Equities, Portfolio Management, Investments, Securities, Mutual Funds, Analysis, Middle Office, Asset Allocation, Options, Strategy, Emerging Markets, Tax, Prime Brokerage, Credit Derivatives, Funding, Alternative Investments, Asset Management, CDS, Derivatives, Valuation, Auditing, Finance, Start-ups, Due Diligence, Fund Of Funds, IFRS, Capital Markets, Financial Services
Education
University of Massachusetts Lowell 2015 — 2017
Master's Degree, Accounting
Loyola College in Maryland 2002 — 2004
MBA, International Business
Penn State University 1995 — 2000
Bachelor of Business Administration, Accounting
Harvard Management Company February 2013 - Present
BNY Mellon November 2011 - February 2013
Equinoxe Alternative Investment Services August 2010 - November 2011
JP Morgan Chase December 2007 - May 2010
Citigroup (formerly BISYS Hedge Fund Services Ltd.) September 2004 - December 2007
Campbell and Company July 2003 - September 2004
T. Rowe Price July 2000 - July 2003
Skills
Fund Accounting, Account Reconciliation, Accounting, Trading, Financial Statements, General Ledger, Back Office, US GAAP, Financial Audits, Microsoft Excel, Financial Analysis, Bloomberg, Fund Administration, Financial Reporting, Hedge Funds, Fixed Income, Equities, Portfolio Management, Investments, Securities, Mutual Funds, Analysis, Middle Office, Asset Allocation, Options, Strategy, Emerging Markets, Tax, Prime Brokerage, Credit Derivatives, Funding, Alternative Investments, Asset Management, CDS, Derivatives, Valuation, Auditing, Finance, Start-ups, Due Diligence, Fund Of Funds, IFRS, Capital Markets, Financial Services
Education
University of Massachusetts Lowell 2015 — 2017
Master's Degree, Accounting
Loyola College in Maryland 2002 — 2004
MBA, International Business
Penn State University 1995 — 2000
Bachelor of Business Administration, Accounting
Kimberly Thorpe's Equinoxe Alternative Investment Services Experience November 2010 - Present
Job Head of Legal and Compliance at Equinoxe Alternative Investment Services
Industry Financial Services
Experience
Equinoxe Alternative Investment Services November 2010 - Present
MadisonGrey Holdings LLC August 2006 - November 2010
AMVESCAP Retirement, Inc. December 1998 - June 2004
Education
Adelphi University 1993 — 1994
ABA Approved - Lawyer's Assistance Program, General Practice Certificate
University of North Carolina at Greensboro 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Equinoxe Alternative Investment Services November 2010 - Present
MadisonGrey Holdings LLC August 2006 - November 2010
AMVESCAP Retirement, Inc. December 1998 - June 2004
Education
Adelphi University 1993 — 1994
ABA Approved - Lawyer's Assistance Program, General Practice Certificate
University of North Carolina at Greensboro 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY