Fieldpoint Private
Description
Address: 100 Field Point Rd, Greenwich, CT 06830 Phone: (203) 413-9300: : : : Hours: Category: : Website: Place name: : Website: http://www.fieldpointprivate.com/ Category: Bank 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.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (2) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Fieldpoint Private Posting publicly on the Web Write a review Reviews 1 Google review
Fieldpoint Private List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fieldpoint Private. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fieldpoint Private Employees
Employee
Years
Job
Industry
Alex Capozziello Alex Capozziello's Fieldpoint Private Experience June 2014 - January 2015
Job Investment Intern at Fieldpoint Private
Industry Higher Education
Experience
Quinnipiac University September 2014 - May 2015
Fieldpoint Private June 2014 - January 2015
Terex Corporation June 2013 - May 2014
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Financial Analysis, Capital IQ, Financial Accounting, Outlook, Leadership, Credit Analysis, Research, Teamwork, Bloomberg, Investments
Education
Quinnipiac University 2013 — 2015
Master of Business Administration (M.B.A.), GPA: 3.7
Quinnipiac University 2010 — 2014
Bachelor of Science (B.S.), Finance (Cum Laude)
Quinnipiac University September 2014 - May 2015
Fieldpoint Private June 2014 - January 2015
Terex Corporation June 2013 - May 2014
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Financial Analysis, Capital IQ, Financial Accounting, Outlook, Leadership, Credit Analysis, Research, Teamwork, Bloomberg, Investments
Education
Quinnipiac University 2013 — 2015
Master of Business Administration (M.B.A.), GPA: 3.7
Quinnipiac University 2010 — 2014
Bachelor of Science (B.S.), Finance (Cum Laude)
Andrew Heitner Andrew Heitner's Fieldpoint Private Experience November 2013 - Present
Job Managing Director at Fieldpoint Private
Industry Investment Management
Experience
Fieldpoint Private November 2013 - Present
Neuberger Berman June 2004 - November 2013
JP Morgan October 1994 - August 2003
The Heitner Corporation August 1993 - September 1994
Skills
Alternative Assets, Private Equity, Hedge Funds, Risk Management, Valuation, Investments, Asset Managment, Equities, Financial Analysis, Alternative Investments, Due Diligence, Strategic Financial..., Asset Management, Equity Derivatives, Emerging Markets, Finance, Securities, Asset Allocation, Series 7, Fixed Income, Trading, Capital Markets, Mutual Funds, Investment Management, Investment Strategies, Bloomberg, Investment Advisory, Series 63, Fund Of Funds, Wealth Management
Education
Colorado College 1989 — 1993
Bachelor's Degree
The Chinese University of Hong Kong 1991 — 1991
John Burroughs School 1984 — 1989
High School
Fieldpoint Private November 2013 - Present
Neuberger Berman June 2004 - November 2013
JP Morgan October 1994 - August 2003
The Heitner Corporation August 1993 - September 1994
Skills
Alternative Assets, Private Equity, Hedge Funds, Risk Management, Valuation, Investments, Asset Managment, Equities, Financial Analysis, Alternative Investments, Due Diligence, Strategic Financial..., Asset Management, Equity Derivatives, Emerging Markets, Finance, Securities, Asset Allocation, Series 7, Fixed Income, Trading, Capital Markets, Mutual Funds, Investment Management, Investment Strategies, Bloomberg, Investment Advisory, Series 63, Fund Of Funds, Wealth Management
Education
Colorado College 1989 — 1993
Bachelor's Degree
The Chinese University of Hong Kong 1991 — 1991
John Burroughs School 1984 — 1989
High School
Mark Daka Mark Daka's Fieldpoint Private Experience March 2014 - Present
Job Credit Analyst at Fieldpoint Private
Industry Financial Services
Experience
Fieldpoint Private March 2014 - Present
Vanguard Funding April 2013 - February 2014
State Farm Insurance Agency June 2012 - August 2012
News Corporation June 2011 - August 2011
Midboro Management June 2008 - August 2009
Skills
Investments, Finance, Analysis, Credit, Microsoft Excel, Management, Real Estate, Financial Analysis, Banking, Mortgage Banking, Refinance, Reverse Mortgages, Mortgage Servicing, Residential Mortgages, Mortgage Office, Client Retention, Client Aquisition, Strategic Financial..., Mergers, QuickBooks, Access, Insurance, Tax, Financial Risk, Financial Modeling, Portfolio Management, Equities, Corporate Finance
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Finance
Penn State University 2008 — 2012
Minor, Accounting
Fieldpoint Private March 2014 - Present
Vanguard Funding April 2013 - February 2014
State Farm Insurance Agency June 2012 - August 2012
News Corporation June 2011 - August 2011
Midboro Management June 2008 - August 2009
Skills
Investments, Finance, Analysis, Credit, Microsoft Excel, Management, Real Estate, Financial Analysis, Banking, Mortgage Banking, Refinance, Reverse Mortgages, Mortgage Servicing, Residential Mortgages, Mortgage Office, Client Retention, Client Aquisition, Strategic Financial..., Mergers, QuickBooks, Access, Insurance, Tax, Financial Risk, Financial Modeling, Portfolio Management, Equities, Corporate Finance
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Finance
Penn State University 2008 — 2012
Minor, Accounting
Derek Sigler Derek Sigler's Fieldpoint Private Experience January 2012 - January 2012
Job Credit Analyst at Rosenthal & Rosenthal
Industry Financial Services
Experience
Rosenthal & Rosenthal June 2013 - Present
Rosenthal & Rosenthal May 2012 - August 2012
Fieldpoint Private January 2012 - January 2012
Atlantic Partners Financial Group June 2011 - August 2011
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), Economics and Geology
Scarsdale High School 2005 — 2009
Rosenthal & Rosenthal June 2013 - Present
Rosenthal & Rosenthal May 2012 - August 2012
Fieldpoint Private January 2012 - January 2012
Atlantic Partners Financial Group June 2011 - August 2011
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), Economics and Geology
Scarsdale High School 2005 — 2009
Christopher DiBiccari Christopher DiBiccari's Fieldpoint Private Experience June 2013 - July 2013
Job Business Manager /Change Management Consultant Global Finance, Information & Architecture Group
Industry Financial Services
Experience
Daymon Worldwide June 2014 - August 2014
TUDOR INVESTMENT CORPORATION November 2013 - May 2014
Fieldpoint Private June 2013 - July 2013
Lumineye, LLC. July 2008 - April 2013
Gartner 2005 - 2008
Time Warner Cable 1997 - 2005
Franchise Mortgage Acceptance Corp. (Division of Greenwich Capital) January 1995 - January 1997
Chase Manhattan Banking Corp January 1989 - January 1995
Skills
Forecasting, Business Strategy, Executive Management, Budgeting, Financial Reporting, P&L, P&L Management, Process Improvement, Strategic Planning, Financial Analysis, Budgets, New Business Development, Cross-functional Team..., Accounting, Income Statement, Strategy, Management, Leadership, Product Management, Finance, Portfolio Management, Project Management, Sales, Mergers & Acquisitions, Banking, Marketing
Education
Adelphi University
M.B.A, Finance
Manhattan College
B.S, Mechanical Engineering
Daymon Worldwide June 2014 - August 2014
TUDOR INVESTMENT CORPORATION November 2013 - May 2014
Fieldpoint Private June 2013 - July 2013
Lumineye, LLC. July 2008 - April 2013
Gartner 2005 - 2008
Time Warner Cable 1997 - 2005
Franchise Mortgage Acceptance Corp. (Division of Greenwich Capital) January 1995 - January 1997
Chase Manhattan Banking Corp January 1989 - January 1995
Skills
Forecasting, Business Strategy, Executive Management, Budgeting, Financial Reporting, P&L, P&L Management, Process Improvement, Strategic Planning, Financial Analysis, Budgets, New Business Development, Cross-functional Team..., Accounting, Income Statement, Strategy, Management, Leadership, Product Management, Finance, Portfolio Management, Project Management, Sales, Mergers & Acquisitions, Banking, Marketing
Education
Adelphi University
M.B.A, Finance
Manhattan College
B.S, Mechanical Engineering
Thomas Haug Thomas Haug's Fieldpoint Private Experience June 2014 - Present
Job Managing Director, Fieldpoint Private (212) 3657675
Industry Investment Management
Experience
Fieldpoint Private June 2014 - Present
Executive Events Group January 2012 - Present
Haug Worldwide LLC. May 2008 - Present
First Republic Bank June 2007 - June 2014
First Republic Bank June 2007 - March 2010
North Fork Bank January 2004 - June 2007
Discount Funding Associates / Concord Mortgage Corp. May 2001 - January 2004
Skills
Hedge Funds, Banking, Credit, Private Equity, Wealth Management, Not for Profit, Fine Art, Business Networking, Portfolio Management, Investments, Loans, Private Banking, Venture Capital, High Net Worth..., Strategy, Leadership, Finance, New Business Development, Management, CRM, Financial Services, Commercial Banking, Alternative Investments, Asset Management, Due Diligence, Relationship Management, Mortgage Lending, Entrepreneurship, Business Development, Start-ups, Business Strategy
Education
Stony Brook University
B.S., Business Management
Fieldpoint Private June 2014 - Present
Executive Events Group January 2012 - Present
Haug Worldwide LLC. May 2008 - Present
First Republic Bank June 2007 - June 2014
First Republic Bank June 2007 - March 2010
North Fork Bank January 2004 - June 2007
Discount Funding Associates / Concord Mortgage Corp. May 2001 - January 2004
Skills
Hedge Funds, Banking, Credit, Private Equity, Wealth Management, Not for Profit, Fine Art, Business Networking, Portfolio Management, Investments, Loans, Private Banking, Venture Capital, High Net Worth..., Strategy, Leadership, Finance, New Business Development, Management, CRM, Financial Services, Commercial Banking, Alternative Investments, Asset Management, Due Diligence, Relationship Management, Mortgage Lending, Entrepreneurship, Business Development, Start-ups, Business Strategy
Education
Stony Brook University
B.S., Business Management
Nina Caufield Nina Caufield's Fieldpoint Private Experience April 2015 - Present
Job Business Strategist at Fieldpoint Private
Industry Financial Services
Experience
Fieldpoint Private April 2015 - Present
Acacia Financial Group LLC May 2012 - March 2015
Nina's Ice Cream Parlor May 2008 - April 2012
Smith College April 2009 - May 2011
UBS Wealth Management May 2010 - August 2010
Skills
Finance, Business Planning, Financial Modeling, Municipal Bonds, Financial Analysis, Microsoft Excel, Data Analysis, Equities, Bloomberg, Marketing, Strategic Planning, PowerPoint, Public Sector Financial...
Education
Smith College 2007 — 2011
BA, Economics, Chemistry
Smith College 2007 — 2011
Bachelor's degree, Economics
Fieldpoint Private April 2015 - Present
Acacia Financial Group LLC May 2012 - March 2015
Nina's Ice Cream Parlor May 2008 - April 2012
Smith College April 2009 - May 2011
UBS Wealth Management May 2010 - August 2010
Skills
Finance, Business Planning, Financial Modeling, Municipal Bonds, Financial Analysis, Microsoft Excel, Data Analysis, Equities, Bloomberg, Marketing, Strategic Planning, PowerPoint, Public Sector Financial...
Education
Smith College 2007 — 2011
BA, Economics, Chemistry
Smith College 2007 — 2011
Bachelor's degree, Economics
Matthew Gruseke Matthew Gruseke's Fieldpoint Private Experience January 2015 - Present
Job Portfolio Analyst at Fieldpoint Private
Industry Financial Services
Experience
Fieldpoint Private January 2015 - Present
Hirtle, Callaghan & Co. June 2013 - December 2014
BNP Paribas June 2012 - August 2012
Titan Advisors August 2009 - August 2011
Skills
Financial Modeling, Portfolio Management, Investment Management, Equities, Fixed Income, Equity Research, Valuation, Bloomberg, Hedge Funds, Bloomberg Terminal, Alternative Investments, Derivatives, Due Diligence, Asset Managment, Investments, Capital Markets, Asset Management, Microsoft Excel, PowerPoint
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Fairfield College Preparatory School 2005 — 2009
Fieldpoint Private January 2015 - Present
Hirtle, Callaghan & Co. June 2013 - December 2014
BNP Paribas June 2012 - August 2012
Titan Advisors August 2009 - August 2011
Skills
Financial Modeling, Portfolio Management, Investment Management, Equities, Fixed Income, Equity Research, Valuation, Bloomberg, Hedge Funds, Bloomberg Terminal, Alternative Investments, Derivatives, Due Diligence, Asset Managment, Investments, Capital Markets, Asset Management, Microsoft Excel, PowerPoint
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Fairfield College Preparatory School 2005 — 2009
Haley Rockwell Elmlinger Haley Rockwell Elmlinger's Fieldpoint Private Experience 2014 - Present
Job Managing Director at Fieldpoint Private
Industry Financial Services
Experience
Fieldpoint Private 2014 - Present
LLBH Private Wealth Management LLC November 2012 - November 2014
Chronogram Corporation March 2006 - November 2012
PepsiCo August 2000 - February 2006
PepsiCo February 1998 - July 2000
PepsiCo July 1997 - February 1998
Bain & Company September 1992 - July 1997
First Boston Corporation July 1985 - June 1988
Skills
Wealth Management..., Estate Planning, Retirement Planning, Certified Financial..., Certified Divorce...
Education
Harvard Business School 1989 — 1992
Master of Business Administration (MBA)
Harvard Law School 1988 — 1992
Doctor of Law (JD)
Princeton University 1981 — 1985
Bachelor of Arts (BA), Woodrow Wilson School of International and Public Affairs
Fieldpoint Private 2014 - Present
LLBH Private Wealth Management LLC November 2012 - November 2014
Chronogram Corporation March 2006 - November 2012
PepsiCo August 2000 - February 2006
PepsiCo February 1998 - July 2000
PepsiCo July 1997 - February 1998
Bain & Company September 1992 - July 1997
First Boston Corporation July 1985 - June 1988
Skills
Wealth Management..., Estate Planning, Retirement Planning, Certified Financial..., Certified Divorce...
Education
Harvard Business School 1989 — 1992
Master of Business Administration (MBA)
Harvard Law School 1988 — 1992
Doctor of Law (JD)
Princeton University 1981 — 1985
Bachelor of Arts (BA), Woodrow Wilson School of International and Public Affairs
Ilnara Galiullina Ilnara Galiullina's Fieldpoint Private Experience May 2013 - August 2013
Job Financial Acccounting Advisory Services Staff at EY
Industry Accounting
Experience
EY July 2014 - Present
Geller & Company August 2013 - December 2013
Fieldpoint Private May 2013 - August 2013
Student Academic Consulting Center November 2012 - May 2013
Education
Baruch College 2012 — 2014
Accounting, Economics
Kazan State University 2007 — 2010
Accounting and Finance
EY July 2014 - Present
Geller & Company August 2013 - December 2013
Fieldpoint Private May 2013 - August 2013
Student Academic Consulting Center November 2012 - May 2013
Education
Baruch College 2012 — 2014
Accounting, Economics
Kazan State University 2007 — 2010
Accounting and Finance
Scott A. Salisbury Scott A. Salisbury's Fieldpoint Private Experience 2007 - 2008
Job Senior Vice President Wealth Advisor at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo September 2008 - Present
Fieldpoint Private 2007 - 2008
Silvercrest Asset Management 2004 - 2006
U.S. Trust Company 1997 - 2004
Bankers Trust Company of Florida 1996 - 1997
Bessemer Trust Company, N.A. 1985 - 1996
Chester Harris & Company 1983 - 1985
Skills
Wealth Transfer, Asset Allocation, Wealth Management, Investments, Wealth Management..., Investment Management, Investment Advisory..., Estate Planning, Strategic Financial..., Financial Services, Asset, Tax, Employee Benefits, Alternative Investments, Asset Managment, Portfolio Management
Education
Columbia Business School 1990 — 1992
MBA, EMBA
Tulane University 1979 — 1983
BA, Economics/Communications
Cardinal Newman 1975 — 1979
H.S. Diploma
Wells Fargo September 2008 - Present
Fieldpoint Private 2007 - 2008
Silvercrest Asset Management 2004 - 2006
U.S. Trust Company 1997 - 2004
Bankers Trust Company of Florida 1996 - 1997
Bessemer Trust Company, N.A. 1985 - 1996
Chester Harris & Company 1983 - 1985
Skills
Wealth Transfer, Asset Allocation, Wealth Management, Investments, Wealth Management..., Investment Management, Investment Advisory..., Estate Planning, Strategic Financial..., Financial Services, Asset, Tax, Employee Benefits, Alternative Investments, Asset Managment, Portfolio Management
Education
Columbia Business School 1990 — 1992
MBA, EMBA
Tulane University 1979 — 1983
BA, Economics/Communications
Cardinal Newman 1975 — 1979
H.S. Diploma
Frazier Caner, CFP Frazier Caner, CFP's Fieldpoint Private Experience December 2010 - Present
Job Managing Director at Fieldpoint Private
Industry Investment Management
Experience
Fieldpoint Private December 2010 - Present
Morgan Stanley September 2002 - December 2010
Bankers Trust Private Bank September 2000 - September 2002
Fleet Bank January 1993 - September 2000
Education
Drexel University 1983 — 1985
MBA, Corporate Finance
Middlebury College 1977 — 1981
BA, Economics
Lakeside School 1971 — 1977
High School
Fieldpoint Private December 2010 - Present
Morgan Stanley September 2002 - December 2010
Bankers Trust Private Bank September 2000 - September 2002
Fleet Bank January 1993 - September 2000
Education
Drexel University 1983 — 1985
MBA, Corporate Finance
Middlebury College 1977 — 1981
BA, Economics
Lakeside School 1971 — 1977
High School
Philip (Phil) Musacchio Philip (Phil) Musacchio's Fieldpoint Private Experience January 2013 - June 2013
Job Director at Andersen Tax, previously with HSBC & KPMG
Industry Executive Office
Experience
Andersen Tax June 2013 - Present
Fieldpoint Private January 2013 - June 2013
Modern Bank, N.A. 2011 - 2012
Mazars, dba WeiserMazars 2009 - 2011
Gerson Lehrman Group 2007 - 2008
HSBC Private Bank 2003 - 2007
HSBC Private Bank 2000 - 2003
HSBC 1999 - 2000
HSBC (previously Republic National Bank) 1996 - 1999
HSBC (Republic) 1993 - 1996
Skills
Banking, Capital Markets, Risk Management, Financial Risk, Enterprise Risk..., Financial Analysis, Due Diligence, Credit, Credit Risk, Financial Services, Asset Managment, Hedge Funds, Wealth Management, Auditing, Operations Management, Asset Management, Finance, KYC, Private Equity, Management, Executive Management, Mergers & Acquisitions, Corporate Governance, Internal Audit, Operational Risk, Private Banking, Cash Management, AML, Operational Risk..., Financial Reporting, Business Process, Loans, Acquisition Integration, Corporate Finance, Strategy, Portfolio Management, Financial Advisory, Retail Banking, Tax, Equities, Investment Banking, Investments, Fixed Income, Valuation, Restructuring, Financial Modeling, Strategic Financial..., Alternative Investments, Securities, Insurance
Education
Pace University - Lubin School of Business 1981 — 1985
BBA, Accounting
INSEAD - Certificate in Business Leadership
Certificate, HSBC Business Leadership Program
London Business School - Certificate in Business Leadership
Certificate, HSBC Business Leadership Program
Bishop Ford
Andersen Tax June 2013 - Present
Fieldpoint Private January 2013 - June 2013
Modern Bank, N.A. 2011 - 2012
Mazars, dba WeiserMazars 2009 - 2011
Gerson Lehrman Group 2007 - 2008
HSBC Private Bank 2003 - 2007
HSBC Private Bank 2000 - 2003
HSBC 1999 - 2000
HSBC (previously Republic National Bank) 1996 - 1999
HSBC (Republic) 1993 - 1996
Skills
Banking, Capital Markets, Risk Management, Financial Risk, Enterprise Risk..., Financial Analysis, Due Diligence, Credit, Credit Risk, Financial Services, Asset Managment, Hedge Funds, Wealth Management, Auditing, Operations Management, Asset Management, Finance, KYC, Private Equity, Management, Executive Management, Mergers & Acquisitions, Corporate Governance, Internal Audit, Operational Risk, Private Banking, Cash Management, AML, Operational Risk..., Financial Reporting, Business Process, Loans, Acquisition Integration, Corporate Finance, Strategy, Portfolio Management, Financial Advisory, Retail Banking, Tax, Equities, Investment Banking, Investments, Fixed Income, Valuation, Restructuring, Financial Modeling, Strategic Financial..., Alternative Investments, Securities, Insurance
Education
Pace University - Lubin School of Business 1981 — 1985
BBA, Accounting
INSEAD - Certificate in Business Leadership
Certificate, HSBC Business Leadership Program
London Business School - Certificate in Business Leadership
Certificate, HSBC Business Leadership Program
Bishop Ford
Andrew Weeden Andrew Weeden's Fieldpoint Private Experience June 2013 - August 2013
Job Sales Associate at BlackRock
Industry Financial Services
Experience
BlackRock September 2014 - Present
Fieldpoint Private June 2013 - August 2013
Cardinal Capital Management, Inc. June 2012 - July 2012
Skills
Portfolio Management, Microsoft Excel, PowerPoint, Investments, Sales Presentations
Education
Quinnipiac University 2013 — 2014
Master of Business Administration (M.B.A.), Finance (CFA Track)
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
BlackRock September 2014 - Present
Fieldpoint Private June 2013 - August 2013
Cardinal Capital Management, Inc. June 2012 - July 2012
Skills
Portfolio Management, Microsoft Excel, PowerPoint, Investments, Sales Presentations
Education
Quinnipiac University 2013 — 2014
Master of Business Administration (M.B.A.), Finance (CFA Track)
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
Andrew Weeden Andrew Weeden's Fieldpoint Private Experience June 2013 - August 2013
Job Sales Associate at BlackRock
Industry Investment Management
Experience
Fieldpoint Private June 2013 - August 2013
Cardinal Capital Management, L.L.C. June 2012 - July 2012
Skills
Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Investments, Bloomberg
Education
Quinnipiac University 2013 — 2014
Master of Business Administration (MBA), Finance, CFA Track
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
Fieldpoint Private June 2013 - August 2013
Cardinal Capital Management, L.L.C. June 2012 - July 2012
Skills
Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Investments, Bloomberg
Education
Quinnipiac University 2013 — 2014
Master of Business Administration (MBA), Finance, CFA Track
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
Jia Hang Li's Fieldpoint Private Experience June 2012 - Present
Job Assistant Vice President, Portfolio Analyst at Fieldpoint Private
Industry Financial Services
Experience
Fieldpoint Private June 2012 - Present
Education
State University of New York at Albany 2008 — 2012
Bachelor of Science, Business Administration - Financial Analyst Honors, magna cum laude
Fieldpoint Private June 2012 - Present
Education
State University of New York at Albany 2008 — 2012
Bachelor of Science, Business Administration - Financial Analyst Honors, magna cum laude
Michelle Susskind Michelle Susskind's Fieldpoint Private Experience October 2014 - July 2015
Job Digital Marketing Intern at Spherical Communications
Industry Marketing and Advertising
Experience
Spherical Communications August 2015 - Present
Fieldpoint Private October 2014 - July 2015
Prime Social Group September 2012 - April 2014
Kayne Anderson Capital Advisors May 2013 - August 2013
Daniel Pearl Foundation May 2012 - August 2012
Jenni Kayne June 2010 - August 2010
Skills
Spanish, Social Media, Client Relations Skills, Research, Microsoft Office, Social Networking, Digital Marketing, Google Analytics, Writing, PowerPoint, Facebook, Microsoft Excel, Qualitative Research, Microsoft Word, Communication, Organization Skills, Volunteer Management, Customer Service, Keynote
Education
University of Michigan 2010 — 2014
Bachelor's Degree, Program in International and Comparative Studies
Institute for the International Education of Students in Madrid 2013 — 2013
Spherical Communications August 2015 - Present
Fieldpoint Private October 2014 - July 2015
Prime Social Group September 2012 - April 2014
Kayne Anderson Capital Advisors May 2013 - August 2013
Daniel Pearl Foundation May 2012 - August 2012
Jenni Kayne June 2010 - August 2010
Skills
Spanish, Social Media, Client Relations Skills, Research, Microsoft Office, Social Networking, Digital Marketing, Google Analytics, Writing, PowerPoint, Facebook, Microsoft Excel, Qualitative Research, Microsoft Word, Communication, Organization Skills, Volunteer Management, Customer Service, Keynote
Education
University of Michigan 2010 — 2014
Bachelor's Degree, Program in International and Comparative Studies
Institute for the International Education of Students in Madrid 2013 — 2013
Frankie Lynch's Fieldpoint Private Experience May 2014 - August 2014
Job Brand Ambassador at Wigo, Inc.
Industry
Experience
Mission Athletecare June 2015 - Present
Wigo, Inc. May 2015 - Present
Fieldpoint Private May 2014 - August 2014
Camp Tevya June 2013 - August 2013
Alliance Films Inc June 2012 - August 2012
Israel Dor L'Dor Leadership Program June 2011 - August 2011
Alliance Films Inc June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Research, Event Planning, Facebook, Social Networking, Social Media Marketing, Sports Marketing, Legal Compliance, PowerPoint, Marketing
Education
Tulane University - A.B. Freeman School of Business 2013 — 2017
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Staples High School 2009 — 2013
Mission Athletecare June 2015 - Present
Wigo, Inc. May 2015 - Present
Fieldpoint Private May 2014 - August 2014
Camp Tevya June 2013 - August 2013
Alliance Films Inc June 2012 - August 2012
Israel Dor L'Dor Leadership Program June 2011 - August 2011
Alliance Films Inc June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Research, Event Planning, Facebook, Social Networking, Social Media Marketing, Sports Marketing, Legal Compliance, PowerPoint, Marketing
Education
Tulane University - A.B. Freeman School of Business 2013 — 2017
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Staples High School 2009 — 2013
Connor Sutherland's Fieldpoint Private Experience June 2015 - July 2015
Job Intern at Fieldpoint Private
Industry
Experience
Curious and RonnoC DJ Services June 2011 - Present
Fieldpoint Private June 2015 - July 2015
Sutherland Landscaping May 2014 - August 2014
Education
Boston College 2014 — 2018
Bachelor's Degree, Economics, GPA 3.4
Fordham Preparatory School 2011 — 2014
High School, Cumulative GPA 4.00 Senior Year GPA 4.04
Curious and RonnoC DJ Services June 2011 - Present
Fieldpoint Private June 2015 - July 2015
Sutherland Landscaping May 2014 - August 2014
Education
Boston College 2014 — 2018
Bachelor's Degree, Economics, GPA 3.4
Fordham Preparatory School 2011 — 2014
High School, Cumulative GPA 4.00 Senior Year GPA 4.04
David Shaughnessy's Fieldpoint Private Experience May 2012 - August 2012
Job Analyst at Goldman Sachs
Industry Banking
Experience
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
Fieldpoint Private May 2012 - August 2012
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Economics (Finance Concentration)
Rye High School 2006 — 2010
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
Fieldpoint Private May 2012 - August 2012
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Economics (Finance Concentration)
Rye High School 2006 — 2010
Phal Patel Phal Patel's Fieldpoint Private Experience June 2012 - November 2012
Job Business Analyst at Yale University School of Medicine
Industry Investment Management
Experience
Yale University School of Medicine December 2012 - Present
Fieldpoint Private June 2012 - November 2012
GE Capital Real Estate 2010 - 2012
General Electric Asset Management 2007 - 2010
GE Commercial Finance 2006 - 2007
GE Capital Retail Finance 2002 - 2006
GE Capital Retail Finance 1999 - 2002
Citi 1998 - 1999
Citi 1997 - 1998
Skills
Commercial Lending..., Process Improvement, Data Mining, Client Reporting, Market Research, Report Automation, Collateral Analysis, Asset Based Lending, Sales Operations, Business Objects, Operational Strategy, Operational Improvement, SQL
Education
Albertus Magnus College 2004 — 2007
MBA, Management
University of Bombay
Masters, Clinical Psychology
Yale University School of Medicine December 2012 - Present
Fieldpoint Private June 2012 - November 2012
GE Capital Real Estate 2010 - 2012
General Electric Asset Management 2007 - 2010
GE Commercial Finance 2006 - 2007
GE Capital Retail Finance 2002 - 2006
GE Capital Retail Finance 1999 - 2002
Citi 1998 - 1999
Citi 1997 - 1998
Skills
Commercial Lending..., Process Improvement, Data Mining, Client Reporting, Market Research, Report Automation, Collateral Analysis, Asset Based Lending, Sales Operations, Business Objects, Operational Strategy, Operational Improvement, SQL
Education
Albertus Magnus College 2004 — 2007
MBA, Management
University of Bombay
Masters, Clinical Psychology
Collin Sullivan Collin Sullivan's Fieldpoint Private Experience May 2012 - August 2012
Job Financial Services Professional
Industry Financial Services
Experience
Madison Green Agency July 2014 - October 2014
Alternative Capital Advisers July 2014 - October 2014
SeaCrest Wealth Management May 2013 - August 2013
Fieldpoint Private May 2012 - August 2012
Bridgeport Bluefish April 2011 - August 2011
Skills
Interested in Golf,..., Microsoft Excel, Black..., Life & Health Licenses
Education
Bates College 2010 — 2014
Bachelor of Arts (B.A.), American History (United States)
Madison Green Agency July 2014 - October 2014
Alternative Capital Advisers July 2014 - October 2014
SeaCrest Wealth Management May 2013 - August 2013
Fieldpoint Private May 2012 - August 2012
Bridgeport Bluefish April 2011 - August 2011
Skills
Interested in Golf,..., Microsoft Excel, Black..., Life & Health Licenses
Education
Bates College 2010 — 2014
Bachelor of Arts (B.A.), American History (United States)
Brendan Bader Brendan Bader's Fieldpoint Private Experience June 2012 - August 2013
Job Institutional Equity Trader at KBW
Industry
Experience
Keefe, Bruyette, and Woods June 2014 - Present
Fieldpoint Private June 2012 - August 2013
Skills
Wealth Management, Portfolio Management, Banking, Bonds, Equities, Financial Analysis, Credit Analysis
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (BA), Economics
Institute of Economics and Political Science, Cambridge University- Cambridge, UK 2013 — 2013
Keefe, Bruyette, and Woods June 2014 - Present
Fieldpoint Private June 2012 - August 2013
Skills
Wealth Management, Portfolio Management, Banking, Bonds, Equities, Financial Analysis, Credit Analysis
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (BA), Economics
Institute of Economics and Political Science, Cambridge University- Cambridge, UK 2013 — 2013
Kelly Flaherty Kelly Flaherty's Fieldpoint Private Experience March 2012 - Present
Job Vice President, Branch Administrator at Fieldpoint Private Securities
Industry Financial Services
Experience
Fieldpoint Private March 2012 - Present
Fieldpoint Private December 2010 - March 2012
Morgan Stanley Smith Barney December 2006 - December 2010
Skills
Financial Services, Salesforce.com, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Wealth Management..., Series 99, Pershing NetX360, Silverlake Jack Henry
Education
SUNY Purchase
B.A., English
Fieldpoint Private March 2012 - Present
Fieldpoint Private December 2010 - March 2012
Morgan Stanley Smith Barney December 2006 - December 2010
Skills
Financial Services, Salesforce.com, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Wealth Management..., Series 99, Pershing NetX360, Silverlake Jack Henry
Education
SUNY Purchase
B.A., English
Bertrand Simon Bertrand Simon's Fieldpoint Private Experience May 2013 - Present
Job IT Infrastructure Specialist at Fieldpoint Private
Industry Information Technology and Services
Experience
Fieldpoint Private May 2013 - Present
Inwindow Outdoor January 2011 - April 2013
University of Bridgeport July 2010 - February 2011
University of Bridgeport September 2008 - May 2010
Skills
Wireless Networking, Networking, Network Hardware, Network Administration, Network Design, Operating Systems, Windows Server, Active Directory, Linux System..., IIS, Computer Engineering, Servers, Hardware Diagnostics, Remote Device Management, OS X, Virtualization, VMware, Computer Hardware, Windows 7, Databases, Linux, Firewalls, Help Desk Support, Information Technology, Integration, Troubleshooting, Hardware, DNS, Windows, Testing, Network Security, Windows XP, XP, TCP/IP, System Administration, VPN, DHCP, Microsoft Exchange, Infrastructure, Technical Support, VMware ESX
Education
University of Bridgeport 2008 — 2010
Master of Science (M.Sc.), Computer Engineering; Computer Communications & Networking
University of Bridgeport 2004 — 2008
Bachelor of Science (B.Sc.), Computer Engineering
Fieldpoint Private May 2013 - Present
Inwindow Outdoor January 2011 - April 2013
University of Bridgeport July 2010 - February 2011
University of Bridgeport September 2008 - May 2010
Skills
Wireless Networking, Networking, Network Hardware, Network Administration, Network Design, Operating Systems, Windows Server, Active Directory, Linux System..., IIS, Computer Engineering, Servers, Hardware Diagnostics, Remote Device Management, OS X, Virtualization, VMware, Computer Hardware, Windows 7, Databases, Linux, Firewalls, Help Desk Support, Information Technology, Integration, Troubleshooting, Hardware, DNS, Windows, Testing, Network Security, Windows XP, XP, TCP/IP, System Administration, VPN, DHCP, Microsoft Exchange, Infrastructure, Technical Support, VMware ESX
Education
University of Bridgeport 2008 — 2010
Master of Science (M.Sc.), Computer Engineering; Computer Communications & Networking
University of Bridgeport 2004 — 2008
Bachelor of Science (B.Sc.), Computer Engineering
David Zoll's Fieldpoint Private Experience June 2012 - Present
Job Managing Director at Fieldpoint Private
Industry Investment Management
Experience
Fieldpoint Private June 2012 - Present
Parentgiving Inc December 2007 - Present
Skills
Private Equity, Venture Capital, Financial Services, Business Strategy, Competitive Analysis, Alternative Investments, Hedge Funds, Estate Planning, High Net Worth..., Loans, Investments, Real Estate
Education
Clark University 1978 — 1982
Bachelor of Arts (B.A.), Government
Fieldpoint Private June 2012 - Present
Parentgiving Inc December 2007 - Present
Skills
Private Equity, Venture Capital, Financial Services, Business Strategy, Competitive Analysis, Alternative Investments, Hedge Funds, Estate Planning, High Net Worth..., Loans, Investments, Real Estate
Education
Clark University 1978 — 1982
Bachelor of Arts (B.A.), Government
Sarah (Kechejian) Pifer's Fieldpoint Private Experience June 2012 - Present
Job Associate at Fieldpoint Private
Industry Investment Banking
Experience
Fieldpoint Private June 2012 - Present
Wealth and Investment Management at Barclays September 2008 - June 2012
Lehman Brothers January 2007 - September 2008
Skills
Hedge Funds, Series 7, Equities, Bloomberg, Fixed Income, Risk Management, Financial Services, Derivatives, Mutual Funds, Securities, Private Equity, Investment Banking, Capital Markets, FINRA
Education
Saint Lawrence University 2002 — 2006
BA, Government
Fieldpoint Private June 2012 - Present
Wealth and Investment Management at Barclays September 2008 - June 2012
Lehman Brothers January 2007 - September 2008
Skills
Hedge Funds, Series 7, Equities, Bloomberg, Fixed Income, Risk Management, Financial Services, Derivatives, Mutual Funds, Securities, Private Equity, Investment Banking, Capital Markets, FINRA
Education
Saint Lawrence University 2002 — 2006
BA, Government
Dara K. Johnson's Fieldpoint Private Experience April 2008 - Present
Job Managing Director in Private Wealth
Industry Financial Services
Experience
Fieldpoint Private April 2008 - Present
Goldman Sachs September 2005 - April 2008
Merrill Lynch June 1997 - July 2005
Skills
Series 7, Alternative Investments, Hedge Funds, Equities, Asset Management, Mutual Funds, Fixed Income, Financial Services, Securities, Wealth Management, Investments, Private Equity, Series 63, Capital Markets, Asset Allocation, Financial Advisory
Education
Lafayette College 1993 — 1997
Bachelor of Arts (B.A.), Economics and Business
Millburn High School 1989 — 1993
Fieldpoint Private April 2008 - Present
Goldman Sachs September 2005 - April 2008
Merrill Lynch June 1997 - July 2005
Skills
Series 7, Alternative Investments, Hedge Funds, Equities, Asset Management, Mutual Funds, Fixed Income, Financial Services, Securities, Wealth Management, Investments, Private Equity, Series 63, Capital Markets, Asset Allocation, Financial Advisory
Education
Lafayette College 1993 — 1997
Bachelor of Arts (B.A.), Economics and Business
Millburn High School 1989 — 1993
Jill Arkwright Harvey,CFA's Fieldpoint Private Experience December 2011 - Present
Job Fieldpoint Private
Industry Financial Services
Experience
Fieldpoint Private December 2011 - Present
Analytic Asset Management May 2002 - December 2011
Education
College of the Holy Cross 1988 — 1992
BA, History, Asian Studies
Fieldpoint Private December 2011 - Present
Analytic Asset Management May 2002 - December 2011
Education
College of the Holy Cross 1988 — 1992
BA, History, Asian Studies
Brooke Callaghan's Fieldpoint Private Experience July 2013 - January 2014
Job Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank Securities January 2014 - Present
Fieldpoint Private July 2013 - January 2014
Morgan Stanley Wealth Management October 2011 - June 2013
Bank of New York Mellon June 2009 - December 2010
Skills
Workshop Facilitation, PowerPoint, Sports, Teaching, Business Development, Public Speaking, Marketing, Series 7, Series 63, Portfolio Management, Strategic Financial..., Financial Modeling
Education
Lafayette College
Bachelor of Arts (B.A.), Self-Designed Major: Business Marketing and Communications
Providence College
Bachelor’s Degree, Economics
The Harvey School
The Rumsey Hall School
Deutsche Bank Securities January 2014 - Present
Fieldpoint Private July 2013 - January 2014
Morgan Stanley Wealth Management October 2011 - June 2013
Bank of New York Mellon June 2009 - December 2010
Skills
Workshop Facilitation, PowerPoint, Sports, Teaching, Business Development, Public Speaking, Marketing, Series 7, Series 63, Portfolio Management, Strategic Financial..., Financial Modeling
Education
Lafayette College
Bachelor of Arts (B.A.), Self-Designed Major: Business Marketing and Communications
Providence College
Bachelor’s Degree, Economics
The Harvey School
The Rumsey Hall School
Ashley Taylor-Hull's Fieldpoint Private Experience February 2012 - Present
Job Executive Assistant for CIO, CFO and CCO at Fieldpoint Private
Industry Financial Services
Experience
Fieldpoint Private February 2012 - Present
Taylor-Hull Promotions April 2004 - Present
Skills
Marketing, Strategic Planning, New Business Development, Marketing Strategy, Team Building
Education
The University of Texas at Dallas
Bachelor's degree, GPA 3.57
Fieldpoint Private February 2012 - Present
Taylor-Hull Promotions April 2004 - Present
Skills
Marketing, Strategic Planning, New Business Development, Marketing Strategy, Team Building
Education
The University of Texas at Dallas
Bachelor's degree, GPA 3.57
Christopher B. Scott's Fieldpoint Private Experience September 2010 - May 2013
Job Sales Associate at Douglas Elliman
Industry Real Estate
Experience
Douglas Elliman Real Estate June 2015 - Present
Barclays Wealth and Investment Management November 2014 - May 2015
Tangent Capital July 2013 - November 2014
Fieldpoint Private September 2010 - May 2013
Fieldpoint Private September 2008 - September 2010
Expo Communications 2007 - 2007
Skills
Bloomberg, Alternative Investments, Hedge Funds, Equities, Fixed Income, Securities, Investments, Asset Management, Mutual Funds, Wealth Management, Private Equity, Asset Allocation, Equity Research, Capital Markets, Investment Banking, Venture Capital
Education
Trinity College-Hartford 2004 — 2008
B.A., Economics
Darien High School 2000 — 2004
High School Diploma, Graduated with Honors
Douglas Elliman Real Estate June 2015 - Present
Barclays Wealth and Investment Management November 2014 - May 2015
Tangent Capital July 2013 - November 2014
Fieldpoint Private September 2010 - May 2013
Fieldpoint Private September 2008 - September 2010
Expo Communications 2007 - 2007
Skills
Bloomberg, Alternative Investments, Hedge Funds, Equities, Fixed Income, Securities, Investments, Asset Management, Mutual Funds, Wealth Management, Private Equity, Asset Allocation, Equity Research, Capital Markets, Investment Banking, Venture Capital
Education
Trinity College-Hartford 2004 — 2008
B.A., Economics
Darien High School 2000 — 2004
High School Diploma, Graduated with Honors
Simon Schneider, CAMS's Fieldpoint Private Experience March 2008 - March 2013
Job Manager at Crowe Horwath LLP
Industry Financial Services
Experience
Crowe Horwath LLP April 2013 - Present
Fieldpoint Private March 2008 - March 2013
Bank of Oklahoma January 2002 - January 2008
Skills
Commercial Banking, Risk Management, Retail Banking, Cash Management, Operations Management, Operational Risk, Compliance, Bank Secrecy Act, AML, Core Banking, Internet Banking, Banking, CRM, Finance, Financial Services, KYC, Training, Management
Education
Texas A&M University-Commerce
MBA, Business
Oklahoma State University
B.A., History
Crowe Horwath LLP April 2013 - Present
Fieldpoint Private March 2008 - March 2013
Bank of Oklahoma January 2002 - January 2008
Skills
Commercial Banking, Risk Management, Retail Banking, Cash Management, Operations Management, Operational Risk, Compliance, Bank Secrecy Act, AML, Core Banking, Internet Banking, Banking, CRM, Finance, Financial Services, KYC, Training, Management
Education
Texas A&M University-Commerce
MBA, Business
Oklahoma State University
B.A., History
Daysi Leiva's Fieldpoint Private Experience September 2012 - Present
Job Associate at Fieldpoint Private
Industry Financial Services
Experience
Fieldpoint Private September 2012 - Present
Morgan Stanley Smith Barney January 2005 - September 2012
Skills
Fixed Income, Asset Management, Customer Service, Financial Advisory, Asset Allocation, Series 65, Project Management, Mutual Funds, Finance, Operations Management, Leadership, Series 63, Retirement, Equities, Investments, Fixed Annuities, Management Consulting, Retirement Planning, Insurance, Financial Services, Research, PowerPoint, Investment Management, FINRA, Event Planning, Securities, IRAs, Alternative Investments, New Business Development, Public Speaking, Marketing Strategy, Strategic Planning, Microsoft Excel, Social Media Marketing, Budgets, Hedge Funds, Account Management, Investment Strategies, Microsoft Office, Strategic Financial..., Bonds, Wealth Management, Uniform Combined State..., Bloomberg, 401k Rollovers, Investment Advisory, Portfolio Management, Social Media, 401k, 529 Plans
Education
Seton Hall University 2007 — 2010
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Seton Hall University 2001 — 2005
Bachelor of Science (B.S.), Management/Marketing
Fieldpoint Private September 2012 - Present
Morgan Stanley Smith Barney January 2005 - September 2012
Skills
Fixed Income, Asset Management, Customer Service, Financial Advisory, Asset Allocation, Series 65, Project Management, Mutual Funds, Finance, Operations Management, Leadership, Series 63, Retirement, Equities, Investments, Fixed Annuities, Management Consulting, Retirement Planning, Insurance, Financial Services, Research, PowerPoint, Investment Management, FINRA, Event Planning, Securities, IRAs, Alternative Investments, New Business Development, Public Speaking, Marketing Strategy, Strategic Planning, Microsoft Excel, Social Media Marketing, Budgets, Hedge Funds, Account Management, Investment Strategies, Microsoft Office, Strategic Financial..., Bonds, Wealth Management, Uniform Combined State..., Bloomberg, 401k Rollovers, Investment Advisory, Portfolio Management, Social Media, 401k, 529 Plans
Education
Seton Hall University 2007 — 2010
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Seton Hall University 2001 — 2005
Bachelor of Science (B.S.), Management/Marketing
Mike Pakula's Fieldpoint Private Experience May 2014 - August 2014
Job Partner at Paritas Capital Management, LLC
Industry Financial Services
Experience
Paritas Capital Management, LLC May 2015 - Present
Park Avenue Securities August 2014 - April 2015
Fieldpoint Private May 2014 - August 2014
Fieldpoint Private June 2011 - May 2014
BMW of Darien March 2006 - May 2011
Skills
Financial Analysis, Performance Reporting, Aggregation, Portfolio Management, Financial Modeling, Microsoft Excel, PowerPoint, Client Services, Factset, Word, Salesforce.com, Access, Bloomberg Terminal, HTML, CSS, Java, SQL, Microsoft Word, Analysis, Management, Project Management, Project Planning, Business Development, Business Analysis
Education
Bentley University 2008 — 2011
BS, Corporate Finance and Accounting
California Polytechnic State University-San Luis Obispo 2007 — 2008
Computer Science
Paritas Capital Management, LLC May 2015 - Present
Park Avenue Securities August 2014 - April 2015
Fieldpoint Private May 2014 - August 2014
Fieldpoint Private June 2011 - May 2014
BMW of Darien March 2006 - May 2011
Skills
Financial Analysis, Performance Reporting, Aggregation, Portfolio Management, Financial Modeling, Microsoft Excel, PowerPoint, Client Services, Factset, Word, Salesforce.com, Access, Bloomberg Terminal, HTML, CSS, Java, SQL, Microsoft Word, Analysis, Management, Project Management, Project Planning, Business Development, Business Analysis
Education
Bentley University 2008 — 2011
BS, Corporate Finance and Accounting
California Polytechnic State University-San Luis Obispo 2007 — 2008
Computer Science
William Kennedy's Fieldpoint Private Experience July 2012 - Present
Job Chief Investment Officer at Fieldpoint Private
Industry Financial Services
Experience
Fieldpoint Private July 2012 - Present
Skills
Equities, Portfolio Management, Capital Markets, Alternative Investments, Hedge Funds, Investments, Asset Allocation, Wealth Management, Equity Research, Financial Advisory, Private Banking, Fixed Income, Asset Management, Series 7, Mutual Funds, Due Diligence
Education
Texas Christian University 1988 — 1989
Master of Business Administration (M.B.A.), Finance, General
Texas Christian University 1984 — 1988
Bachelor of Science (B.Sc.), Economic
Fieldpoint Private July 2012 - Present
Skills
Equities, Portfolio Management, Capital Markets, Alternative Investments, Hedge Funds, Investments, Asset Allocation, Wealth Management, Equity Research, Financial Advisory, Private Banking, Fixed Income, Asset Management, Series 7, Mutual Funds, Due Diligence
Education
Texas Christian University 1988 — 1989
Master of Business Administration (M.B.A.), Finance, General
Texas Christian University 1984 — 1988
Bachelor of Science (B.Sc.), Economic
Dan Napoli's Fieldpoint Private Experience May 2007 - Present
Job Cofounder and directorr at Fieldpoint Private
Industry Banking
Experience
Fieldpoint Private May 2007 - Present
Merrill Lynch January 1988 - October 1998
Merrill Lynch July 1980 - October 1988
Education
Hofstra University 1967 — 1971
Bachelor of Business Administration (BBA), Finance, psychology
Fieldpoint Private May 2007 - Present
Merrill Lynch January 1988 - October 1998
Merrill Lynch July 1980 - October 1988
Education
Hofstra University 1967 — 1971
Bachelor of Business Administration (BBA), Finance, psychology