Finacity Corporation
Industry: Company
DescriptionHeadquarters: Stamford, CT Founded: 2001
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Finacity Corporation Employees
Employee
Years
Job
Industry
Coy Uy Coy Uy's Finacity Corporation Experience 2008 - 2009
Job Senior Vice President at Healthcare Finance Group, LLC
Industry Financial Services
Experience
Healthcare Finance Group, LLC 2013 - Present
Thai Advisory and Skills Center Ltd. 2012 - 2013
Ascending Markets Financial Guarantee Corporation 2011 - 2013
Sound Haven Group 2009 - 2011
Finacity Corporation 2008 - 2009
Capital Markets Development Corp. 2005 - 2008
ING Financial Markets 2001 - 2005
Daiwa Securities America Inc. 1995 - 2001
Greyrock Capital 1994 - 1995
Prudential Securities 1992 - 1994
Skills
Structured Finance, Securitization, Due Diligence, Capital Markets, Corporate Finance, Trading, Fixed Income, Management, Business Development, Emerging Markets, Private Equity, Finance, Valuation, Credit, Investment Banking, Loans, Banking, Financial Services, Financial Structuring, Portfolio Management, Restructuring, Financial Modeling, ABS, Project Finance
Education
De La Salle University
BA, Economics
De La Salle University
BS, Accounting
Stanford University Graduate School of Business
MBA, Finance concentration
Healthcare Finance Group, LLC 2013 - Present
Thai Advisory and Skills Center Ltd. 2012 - 2013
Ascending Markets Financial Guarantee Corporation 2011 - 2013
Sound Haven Group 2009 - 2011
Finacity Corporation 2008 - 2009
Capital Markets Development Corp. 2005 - 2008
ING Financial Markets 2001 - 2005
Daiwa Securities America Inc. 1995 - 2001
Greyrock Capital 1994 - 1995
Prudential Securities 1992 - 1994
Skills
Structured Finance, Securitization, Due Diligence, Capital Markets, Corporate Finance, Trading, Fixed Income, Management, Business Development, Emerging Markets, Private Equity, Finance, Valuation, Credit, Investment Banking, Loans, Banking, Financial Services, Financial Structuring, Portfolio Management, Restructuring, Financial Modeling, ABS, Project Finance
Education
De La Salle University
BA, Economics
De La Salle University
BS, Accounting
Stanford University Graduate School of Business
MBA, Finance concentration
Alan Goetz Alan Goetz's Finacity Corporation Experience June 2014 - Present
Job Software Developer at Finacity Corporation
Industry Computer Software
Experience
Finacity Corporation June 2014 - Present
BlackBerry October 2012 - November 2013
Skills
Software Design, Software Development, Linux, Visual Studio, Computer Science, Object Oriented Design, Mobile Applications, Qt, Git, OOP, C++, Android, QML, Blackberry, Windows, Mobile Phone Apps, Perforce, Debugging, Android Development, Java, Eclipse, Software Engineering, Version Control
Education
Binghamton University 2008 — 2012
Bachelor of Science (B.S.), Computer Science, GPA 3.56
Finacity Corporation June 2014 - Present
BlackBerry October 2012 - November 2013
Skills
Software Design, Software Development, Linux, Visual Studio, Computer Science, Object Oriented Design, Mobile Applications, Qt, Git, OOP, C++, Android, QML, Blackberry, Windows, Mobile Phone Apps, Perforce, Debugging, Android Development, Java, Eclipse, Software Engineering, Version Control
Education
Binghamton University 2008 — 2012
Bachelor of Science (B.S.), Computer Science, GPA 3.56
Dhathri Somavarapu Dhathri Somavarapu's Finacity Corporation Experience July 2004 - December 2006
Job Senior Software Engineer
Industry Computer Software
Experience
Intuit July 2009 - Present
Obopay June 2008 - March 2009
Yahoo Inc January 2007 - March 2008
Finacity Corporation July 2004 - December 2006
Mercury Data Systems September 2003 - July 2004
Acumen Consulting April 2003 - September 2003
Motorola Inc September 2001 - March 2003
Skills
Tomcat, Maven, Agile Methodologies, XML, Java Enterprise Edition, Ant, Java, Hibernate, Web Services, Eclipse, REST, JBoss Application Server, JSP, JDBC, EJB, SOAP, Struts, Perl, Oracle, Linux, Weblogic, Servlets
Education
San Jose State University 2011 — 2015
Master's Degree, Aerospace, Aeronautical and Astronautical/Space Engineering, 3.95
Kansas State University 1999 — 2001
M.S., Computer Science
Andhra University 1995 — 1999
B.Tech, Computer Science and Software Engineering
Intuit July 2009 - Present
Obopay June 2008 - March 2009
Yahoo Inc January 2007 - March 2008
Finacity Corporation July 2004 - December 2006
Mercury Data Systems September 2003 - July 2004
Acumen Consulting April 2003 - September 2003
Motorola Inc September 2001 - March 2003
Skills
Tomcat, Maven, Agile Methodologies, XML, Java Enterprise Edition, Ant, Java, Hibernate, Web Services, Eclipse, REST, JBoss Application Server, JSP, JDBC, EJB, SOAP, Struts, Perl, Oracle, Linux, Weblogic, Servlets
Education
San Jose State University 2011 — 2015
Master's Degree, Aerospace, Aeronautical and Astronautical/Space Engineering, 3.95
Kansas State University 1999 — 2001
M.S., Computer Science
Andhra University 1995 — 1999
B.Tech, Computer Science and Software Engineering
Tomer Gat Tomer Gat's Finacity Corporation Experience August 2013 - Present
Job Senior Analyst, Finacity Corporation
Industry Financial Services
Experience
Finacity Corporation August 2013 - Present
Longshore Sailing School June 2007 - August 2013
Bentley University Undergraduate Admissions September 2010 - May 2013
Keryx Biopharmaceuticals June 2012 - August 2012
Skills
Financial Analysis, Modeling, Hebrew, Microsoft Excel, VBA, SAP, Factset, Peachtree, Crystal Ball, Microsoft Office, Data Analysis, Analysis, Finance, SQL, PowerPoint, Microsoft Word, Research, Teamwork, Financial Reporting, Management, Leadership, Due Diligence, Editing, Access, Project Management, Financial Modeling
Education
Bentley University 2009 — 2013
Bachelor of Science (BSc), Economics Finance
Finacity Corporation August 2013 - Present
Longshore Sailing School June 2007 - August 2013
Bentley University Undergraduate Admissions September 2010 - May 2013
Keryx Biopharmaceuticals June 2012 - August 2012
Skills
Financial Analysis, Modeling, Hebrew, Microsoft Excel, VBA, SAP, Factset, Peachtree, Crystal Ball, Microsoft Office, Data Analysis, Analysis, Finance, SQL, PowerPoint, Microsoft Word, Research, Teamwork, Financial Reporting, Management, Leadership, Due Diligence, Editing, Access, Project Management, Financial Modeling
Education
Bentley University 2009 — 2013
Bachelor of Science (BSc), Economics Finance
Juan Medrano-Pizarro Juan Medrano-Pizarro's Finacity Corporation Experience 2005 - 2007
Job Sr. Director Enterprise Growth at Educational Testing Service (ETS)
Industry Education Management
Experience
Educational Testing Service (ETS) August 2011 - Present
Pearson Education August 2010 - August 2011
Pearson Education 2009 - October 2010
Pearson Education 2007 - 2009
Finacity Corporation 2005 - 2007
The Cisneros US-Hispanic Private Equity Fund June 2005 - September 2005
Columbia University Press June 2004 - September 2004
Duke University Press October 2003 - July 2004
Dartmouth College September 1996 - June 2003
Dartmouth College September 1996 - June 2003
Skills
Product Management, Strategic Planning, Publishing, Business Strategy, Entrepreneurship, Competitive Analysis, Research, Strategy, Market Research, Marketing, Social Media, Marketing Strategy, Start-ups, Business Development, Program Management, Management, Leadership, Strategic Partnerships
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
City University of New York Graduate Center 1996 — 1998
PhD
Princeton University
ABD
Educational Testing Service (ETS) August 2011 - Present
Pearson Education August 2010 - August 2011
Pearson Education 2009 - October 2010
Pearson Education 2007 - 2009
Finacity Corporation 2005 - 2007
The Cisneros US-Hispanic Private Equity Fund June 2005 - September 2005
Columbia University Press June 2004 - September 2004
Duke University Press October 2003 - July 2004
Dartmouth College September 1996 - June 2003
Dartmouth College September 1996 - June 2003
Skills
Product Management, Strategic Planning, Publishing, Business Strategy, Entrepreneurship, Competitive Analysis, Research, Strategy, Market Research, Marketing, Social Media, Marketing Strategy, Start-ups, Business Development, Program Management, Management, Leadership, Strategic Partnerships
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
City University of New York Graduate Center 1996 — 1998
PhD
Princeton University
ABD
Jair Alberto Martinez Jair Alberto Martinez's Finacity Corporation Experience March 2006 - Present
Job Executive Director, Latin America at Finacity Corporation
Industry Financial Services
Experience
Finacity Corporation March 2006 - Present
Robert Half Finance & Accounting April 2004 - March 2006
Casey, Quirk & Associates March 1997 - October 2002
RogersCasey September 1995 - March 1997
Skills
Structured Finance, Latin American Business, Cross-functional Team..., Project Management, International Business, Due Diligence, Accounts Receivable, Rating Agency Relations, Data Analysis, Data Modeling, Financial Modeling, Strategic Consulting, Capital Markets, Alternative Investments, Private Equity, Mergers & Acquisitions, Fixed Income Strategies, Equity Capital Markets, Hedge Funds
Education
Tufts University
Bachelor's Degree, International Relations
Finacity Corporation March 2006 - Present
Robert Half Finance & Accounting April 2004 - March 2006
Casey, Quirk & Associates March 1997 - October 2002
RogersCasey September 1995 - March 1997
Skills
Structured Finance, Latin American Business, Cross-functional Team..., Project Management, International Business, Due Diligence, Accounts Receivable, Rating Agency Relations, Data Analysis, Data Modeling, Financial Modeling, Strategic Consulting, Capital Markets, Alternative Investments, Private Equity, Mergers & Acquisitions, Fixed Income Strategies, Equity Capital Markets, Hedge Funds
Education
Tufts University
Bachelor's Degree, International Relations
Rebecca Rozakis Rebecca Rozakis's Finacity Corporation Experience July 2005 - November 2006
Job Senior Content Marketing Manager at Kaltura
Industry Marketing and Advertising
Experience
Kaltura February 2015 - Present
Visible World January 2014 - January 2015
Visible World February 2012 - December 2013
American Museum of Natural History April 2008 - February 2012
American Museum of Natural History December 2006 - April 2008
Finacity Corporation July 2005 - November 2006
Skills
Blogging, Editing, Marketing, Facebook, Social Media, Press Releases, Non-profits, Research, Digital Media, Microsoft Office, Microsoft Excel, Social Media Marketing, Copywriting, Email Marketing, Museums, New Business Development, Digital Strategy, Analytics, Market Research, Digital Marketing, Copy Editing, New Media, Public Speaking, Business Strategy, Marketing Strategy, B2B Marketing, Management, Public Relations, Writing, Google Analytics, Content Strategy, branding strategy, Strategy, Advertising, Leadership
Education
Princeton University 2001 — 2005
BSE, Mechanical and Aerospace Engineering
Kaltura February 2015 - Present
Visible World January 2014 - January 2015
Visible World February 2012 - December 2013
American Museum of Natural History April 2008 - February 2012
American Museum of Natural History December 2006 - April 2008
Finacity Corporation July 2005 - November 2006
Skills
Blogging, Editing, Marketing, Facebook, Social Media, Press Releases, Non-profits, Research, Digital Media, Microsoft Office, Microsoft Excel, Social Media Marketing, Copywriting, Email Marketing, Museums, New Business Development, Digital Strategy, Analytics, Market Research, Digital Marketing, Copy Editing, New Media, Public Speaking, Business Strategy, Marketing Strategy, B2B Marketing, Management, Public Relations, Writing, Google Analytics, Content Strategy, branding strategy, Strategy, Advertising, Leadership
Education
Princeton University 2001 — 2005
BSE, Mechanical and Aerospace Engineering
Theodore Pon's Finacity Corporation Experience June 2013 - Present
Job Software Developer at Finacity Corporation
Industry Computer Software
Experience
Finacity Corporation June 2013 - Present
Ethiopian Global Initiative, Inc. December 2010 - January 2013
Liberty Mutual Insurance May 2012 - August 2012
Brandeis University Heller School for Social Policy and Management October 2010 - December 2011
Story Worldwide May 2011 - August 2011
Education
Brandeis University 2009 — 2013
B.S., Computer Science, Business
Westhill High School
High School Diploma
Finacity Corporation June 2013 - Present
Ethiopian Global Initiative, Inc. December 2010 - January 2013
Liberty Mutual Insurance May 2012 - August 2012
Brandeis University Heller School for Social Policy and Management October 2010 - December 2011
Story Worldwide May 2011 - August 2011
Education
Brandeis University 2009 — 2013
B.S., Computer Science, Business
Westhill High School
High School Diploma
Andreas Rothbauer's Finacity Corporation Experience December 2013 - Present
Job Integration Project Manager at Finacity Corporation
Industry Financial Services
Experience
Finacity Corporation December 2013 - Present
Finacity Corporation March 2012 - December 2013
Frontier Communications May 2010 - March 2012
Legg Mason January 2008 - May 2010
MLS Camps August 2005 - December 2008
Skills
SQL, Smartstream, Portia, Excel, Access, Word, Outlook, PowerPoint, Teradata, Brio Query, Bilingual, German, Databases, Data Analysis, Microsoft Excel, Microsoft Word, Facebook, Financial Modeling, Process Improvement, Microsoft Office, Integration, Quality Assurance, Requirements Analysis, Data Integration, Business Analysis, Social Media
Education
Southern Connecticut State University 2003 — 2007
BS, International Business
Finacity Corporation December 2013 - Present
Finacity Corporation March 2012 - December 2013
Frontier Communications May 2010 - March 2012
Legg Mason January 2008 - May 2010
MLS Camps August 2005 - December 2008
Skills
SQL, Smartstream, Portia, Excel, Access, Word, Outlook, PowerPoint, Teradata, Brio Query, Bilingual, German, Databases, Data Analysis, Microsoft Excel, Microsoft Word, Facebook, Financial Modeling, Process Improvement, Microsoft Office, Integration, Quality Assurance, Requirements Analysis, Data Integration, Business Analysis, Social Media
Education
Southern Connecticut State University 2003 — 2007
BS, International Business
R. Blake Murphy R. Blake Murphy's Finacity Corporation Experience July 2015 - Present
Job Managing Director at Finacity Corporation
Industry Investment Banking
Experience
Finacity Corporation July 2015 - Present
Innoventure Partners January 2013 - Present
ED&F MAN Capital Markets Inc. 2014 - 2015
TAG Access Partners, LLC 2011 - 2015
Seaport Securities Corp 2013 - 2014
Cohen & Company 2008 - 2011
Lehman Brothers 2006 - September 2008
Fortis Bank / Fortis Securities 2003 - 2006
Rothschild 2001 - 2003
Bear Stearns & Company 1992 - 2001
Skills
Capital Markets, Structured Products, Fixed Income, Structured Finance, Private Equity, Hedge Funds, Investment Banking, Financial Structuring, Bonds, Alternative Investments, Securitization, Financial Markets, Corporate Finance, Derivatives, Asset Managment, Project Finance, Venture Capital, Emerging Markets, Insurance Linked..., Private Placements
Education
University of Arkansas at Fayetteville 1977 — 1981
Finacity Corporation July 2015 - Present
Innoventure Partners January 2013 - Present
ED&F MAN Capital Markets Inc. 2014 - 2015
TAG Access Partners, LLC 2011 - 2015
Seaport Securities Corp 2013 - 2014
Cohen & Company 2008 - 2011
Lehman Brothers 2006 - September 2008
Fortis Bank / Fortis Securities 2003 - 2006
Rothschild 2001 - 2003
Bear Stearns & Company 1992 - 2001
Skills
Capital Markets, Structured Products, Fixed Income, Structured Finance, Private Equity, Hedge Funds, Investment Banking, Financial Structuring, Bonds, Alternative Investments, Securitization, Financial Markets, Corporate Finance, Derivatives, Asset Managment, Project Finance, Venture Capital, Emerging Markets, Insurance Linked..., Private Placements
Education
University of Arkansas at Fayetteville 1977 — 1981
Steve Gallagher Steve Gallagher's Finacity Corporation Experience 2000 - 2003
Job Chief Information Officer at Harvard Business School
Industry Higher Education
Experience
Harvard Business School June 2013 - Present
University of San Francisco May 2004 - May 2013
Alterna (Wall Street Systems) 2003 - 2004
Finacity Corporation 2000 - 2003
eVolution Global Partners 1999 - 2000
Fidelity Investments Capital Technology 1997 - 1999
State Street Corporation 1994 - 1997
Morgan Stanley 1989 - 1992
Skills
Software Development, IT Strategy, Entrepreneurship, Program Management, ITIL, Product Development, Strategic Planning, Leadership, Governance, Project Portfolio..., Project Management, Cloud Computing, Product Management, Venture Capital, Mobile Applications, Business Analysis, Team Leadership, Enterprise Architecture, Agile Methodologies, SaaS, Management, Analysis, E-commerce, Strategy, Networking, Business Intelligence, Information Technology, Enterprise Software, IT Management, CRM, Integration, Cross-functional Team..., Business Process..., Start-ups, Management Consulting, Vendor Management, Change Management, Consulting, Outsourcing, Analytics, Business Process, SDLC, Process Improvement, PMO, Software Project..., Security, IT Service Management, Data Center
Education
Harvard Business School 1993 — 1995
MBA, Business Administration
Massachusetts Institute of Technology 1985 — 1989
BS
Harvard Business School June 2013 - Present
University of San Francisco May 2004 - May 2013
Alterna (Wall Street Systems) 2003 - 2004
Finacity Corporation 2000 - 2003
eVolution Global Partners 1999 - 2000
Fidelity Investments Capital Technology 1997 - 1999
State Street Corporation 1994 - 1997
Morgan Stanley 1989 - 1992
Skills
Software Development, IT Strategy, Entrepreneurship, Program Management, ITIL, Product Development, Strategic Planning, Leadership, Governance, Project Portfolio..., Project Management, Cloud Computing, Product Management, Venture Capital, Mobile Applications, Business Analysis, Team Leadership, Enterprise Architecture, Agile Methodologies, SaaS, Management, Analysis, E-commerce, Strategy, Networking, Business Intelligence, Information Technology, Enterprise Software, IT Management, CRM, Integration, Cross-functional Team..., Business Process..., Start-ups, Management Consulting, Vendor Management, Change Management, Consulting, Outsourcing, Analytics, Business Process, SDLC, Process Improvement, PMO, Software Project..., Security, IT Service Management, Data Center
Education
Harvard Business School 1993 — 1995
MBA, Business Administration
Massachusetts Institute of Technology 1985 — 1989
BS
Brian O'Neil Brian O'Neil's Finacity Corporation Experience 2001 - 2004
Job Vice President at HireBetter
Industry Human Resources
Experience
HireBetter July 2014 - Present
bkoAUSTIN November 2012 - June 2014
Tatum August 2005 - November 2012
Resources Global Professionals 2004 - 2005
Finacity Corporation 2001 - 2004
Superior Cabinets 1999 - 2001
Autobond Acceptance Corporation 1995 - 1999
Skills
SOX, IPO, Financial Control, Due Diligence, Management Consulting, Accounting, Acquisition Integration, Business Planning, ERP, Entrepreneurship, Executive Management, Finance, Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Forecasting, GAAP, Governance, Internal Controls, Leadership, Management, Mergers, Mergers, Program Management, Restructuring, SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, Start-ups, Strategic Planning, Strategy, Mergers & Acquisitions, SEC Filings
Education
The University of Texas at Austin 1989 — 1993
BBA, Accounting & Finance
HireBetter July 2014 - Present
bkoAUSTIN November 2012 - June 2014
Tatum August 2005 - November 2012
Resources Global Professionals 2004 - 2005
Finacity Corporation 2001 - 2004
Superior Cabinets 1999 - 2001
Autobond Acceptance Corporation 1995 - 1999
Skills
SOX, IPO, Financial Control, Due Diligence, Management Consulting, Accounting, Acquisition Integration, Business Planning, ERP, Entrepreneurship, Executive Management, Finance, Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Forecasting, GAAP, Governance, Internal Controls, Leadership, Management, Mergers, Mergers, Program Management, Restructuring, SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, Start-ups, Strategic Planning, Strategy, Mergers & Acquisitions, SEC Filings
Education
The University of Texas at Austin 1989 — 1993
BBA, Accounting & Finance
Edward Henao Edward Henao's Finacity Corporation Experience February 2015 - Present
Job Financial Services Specialist at Finacity Corporation
Industry Financial Services
Experience
Finacity Corporation February 2015 - Present
Northwestern Mutual April 2014 - February 2015
Who A.U. October 2007 - January 2014
Skills
Time Management, Sales, Management, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Social Media, Microsoft Office, Financial Analysis
Education
University of Connecticut-Stamford 2013 — 2015
Bachelor's Degree, Financial Management, 3.51
Norwalk Community College 2008 — 2012
Associate's Degree, Business Administration and Management, General
Finacity Corporation February 2015 - Present
Northwestern Mutual April 2014 - February 2015
Who A.U. October 2007 - January 2014
Skills
Time Management, Sales, Management, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Social Media, Microsoft Office, Financial Analysis
Education
University of Connecticut-Stamford 2013 — 2015
Bachelor's Degree, Financial Management, 3.51
Norwalk Community College 2008 — 2012
Associate's Degree, Business Administration and Management, General
David Viney David Viney's Finacity Corporation Experience September 2014 - Present
Job Independent Managing Director at Finacity Corporation
Industry Investment Banking
Experience
Finacity Corporation September 2014 - Present
David Viney Consulting, Inc. August 2012 - August 2014
STS Capital Partners March 2013 - November 2013
RBS Global Banking & Markets June 2011 - July 2012
RBS Global Banking & Markets January 2005 - May 2011
RBS Global Banking & Markets March 1999 - December 2004
Mizuho International January 1998 - February 1999
Bank of America June 1996 - December 1997
Barclays Investment Bank April 1995 - June 1996
Barclays Bank September 1983 - April 1995
Skills
Securitization, Origination, Structured Finance, Structuring, Capital Markets, Investment Banking, ABS, Credit Risk, Due Diligence, Fixed Income, Debt, Bonds, Credit Analysis, Financial Institutions, Structured Products, Corporate Finance, Loans, Credit, Interest Rate..., Derivatives, Banking, Swaps, Risk Management, Financial Analysis, Market Risk, FX, Project Finance, Basel II, Portfolio Management, Financial Advisory, Loan Origination, Financial Structuring, Valuation, Financial Services, Hedge Funds, Operational Risk, Alternative Investments, Equities, Investments, Restructuring, Trade Finance, Financial Risk, Private Equity, Trading, Financial Markets, Asset Management, Equity Derivatives
Education
Manchester Business School 1994 — 1996
MBA, Finance
Finacity Corporation September 2014 - Present
David Viney Consulting, Inc. August 2012 - August 2014
STS Capital Partners March 2013 - November 2013
RBS Global Banking & Markets June 2011 - July 2012
RBS Global Banking & Markets January 2005 - May 2011
RBS Global Banking & Markets March 1999 - December 2004
Mizuho International January 1998 - February 1999
Bank of America June 1996 - December 1997
Barclays Investment Bank April 1995 - June 1996
Barclays Bank September 1983 - April 1995
Skills
Securitization, Origination, Structured Finance, Structuring, Capital Markets, Investment Banking, ABS, Credit Risk, Due Diligence, Fixed Income, Debt, Bonds, Credit Analysis, Financial Institutions, Structured Products, Corporate Finance, Loans, Credit, Interest Rate..., Derivatives, Banking, Swaps, Risk Management, Financial Analysis, Market Risk, FX, Project Finance, Basel II, Portfolio Management, Financial Advisory, Loan Origination, Financial Structuring, Valuation, Financial Services, Hedge Funds, Operational Risk, Alternative Investments, Equities, Investments, Restructuring, Trade Finance, Financial Risk, Private Equity, Trading, Financial Markets, Asset Management, Equity Derivatives
Education
Manchester Business School 1994 — 1996
MBA, Finance
Dan Freshman, CFA Dan Freshman, CFA's Finacity Corporation Experience June 2009 - August 2010
Job Analyst at Tudor Investment Corporation
Industry Financial Services
Experience
TUDOR INVESTMENT CORPORATION May 2015 - Present
TUDOR INVESTMENT CORPORATION September 2013 - Present
TUDOR INVESTMENT CORPORATION September 2010 - September 2013
Finacity Corporation June 2009 - August 2010
Sustainable Business Network May 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Hedge Funds, Valuation, Fixed Income, Equities, Private Equity, Financial Analysis, Alternative Investments, Derivatives, Financial Markets, Bonds, Trading, Bloomberg Terminal, Equity Derivatives, Microsoft Excel, Options, FX Options
Education
Duke University 2005 — 2009
BA, Public Policy Studies, Markets and Management
TUDOR INVESTMENT CORPORATION May 2015 - Present
TUDOR INVESTMENT CORPORATION September 2013 - Present
TUDOR INVESTMENT CORPORATION September 2010 - September 2013
Finacity Corporation June 2009 - August 2010
Sustainable Business Network May 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Hedge Funds, Valuation, Fixed Income, Equities, Private Equity, Financial Analysis, Alternative Investments, Derivatives, Financial Markets, Bonds, Trading, Bloomberg Terminal, Equity Derivatives, Microsoft Excel, Options, FX Options
Education
Duke University 2005 — 2009
BA, Public Policy Studies, Markets and Management
Reinier den Boggende Reinier den Boggende's Finacity Corporation Experience May 2015 - Present
Job Origination, Associate at Finacity Corporation
Industry Marketing and Advertising
Experience
Finacity Corporation May 2015 - Present
GiveStep May 2014 - May 2015
North Andover Country Club June 2013 - March 2014
Office Team March 2012 - June 2013
Randstad May 2011 - May 2013
Richardson's Dairy March 2009 - June 2011
Skills
Leadership, Time Management, Microsoft Office, Hospitality, Event Planning, Food & Beverage, Food, Catering, Hospitality Management, Menu Development, Food Service, Event Management, Training, Microsoft Excel, Recruiting, Public Speaking, Communication Skills, Public Relations, Interpersonal..., Social Media Marketing, Marketing, Communication, Microsoft Word, Social Media, PowerPoint
Education
Fairfield University 2011 — 2015
Communication and Art History
Finacity Corporation May 2015 - Present
GiveStep May 2014 - May 2015
North Andover Country Club June 2013 - March 2014
Office Team March 2012 - June 2013
Randstad May 2011 - May 2013
Richardson's Dairy March 2009 - June 2011
Skills
Leadership, Time Management, Microsoft Office, Hospitality, Event Planning, Food & Beverage, Food, Catering, Hospitality Management, Menu Development, Food Service, Event Management, Training, Microsoft Excel, Recruiting, Public Speaking, Communication Skills, Public Relations, Interpersonal..., Social Media Marketing, Marketing, Communication, Microsoft Word, Social Media, PowerPoint
Education
Fairfield University 2011 — 2015
Communication and Art History
Andrew Gutierrez Andrew Gutierrez's Finacity Corporation Experience July 2010 - April 2011
Job Consultant, AudienceManager at Adobe
Industry Financial Services
Experience
Adobe April 2014 - Present
Operative April 2013 - April 2014
Operative August 2012 - June 2013
Operative April 2011 - August 2012
Finacity Corporation July 2010 - April 2011
UBS Investment Bank August 2009 - December 2009
Skills
Financial Analysis, Salesforce.com, Microsoft Excel, Microsoft Office, Analytics, Online Advertising, Management, Business Analysis, Process Improvement, Strategy, Operations Management, Advertising, Analysis, Software Implementation, Project Management, SaaS, CRM, Account Management
Education
Fairfield University 2006 — 2010
BA, Economics, Political Science minor
Adobe April 2014 - Present
Operative April 2013 - April 2014
Operative August 2012 - June 2013
Operative April 2011 - August 2012
Finacity Corporation July 2010 - April 2011
UBS Investment Bank August 2009 - December 2009
Skills
Financial Analysis, Salesforce.com, Microsoft Excel, Microsoft Office, Analytics, Online Advertising, Management, Business Analysis, Process Improvement, Strategy, Operations Management, Advertising, Analysis, Software Implementation, Project Management, SaaS, CRM, Account Management
Education
Fairfield University 2006 — 2010
BA, Economics, Political Science minor
Chris Moreno Chris Moreno's Finacity Corporation Experience 2012 — 2013
Job CEO
Industry Financial Technology - Business Loans and Real Estate Financing
Experience
Finacity Corporation 2012 — 2013
BlackRock 2011 — 2012
U.S. Department of Labor: Bureau of Labor Statistic 2010 — 2010
The Honors College at Miami Dade 2007 — 2009
Skills
- Entrepreneurship - Financial Technology - Commercial Lending - Business Financing - Alternative Funding - Real Estate Investments - Management and CRM Systems - Management
Education
Cornell University 2009 — 2011
B.S., Applied Economics and Management
Honors College at Miami Dade College 2007 — 2009
Finance and Political Science
Christopher Columbus High School 2003 — 2007
High School
Finacity Corporation 2012 — 2013
BlackRock 2011 — 2012
U.S. Department of Labor: Bureau of Labor Statistic 2010 — 2010
The Honors College at Miami Dade 2007 — 2009
Skills
- Entrepreneurship - Financial Technology - Commercial Lending - Business Financing - Alternative Funding - Real Estate Investments - Management and CRM Systems - Management
Education
Cornell University 2009 — 2011
B.S., Applied Economics and Management
Honors College at Miami Dade College 2007 — 2009
Finance and Political Science
Christopher Columbus High School 2003 — 2007
High School
Kit Codik's Finacity Corporation Experience May 2006 - Present
Job CEO / CoFounder of Liquor.com
Industry Internet
Experience
Liquor.com January 2009 - Present
Finacity Corporation May 2006 - Present
BigDeal.com, Inc. July 2009 - June 2011
San Francisco Education Fund December 2008 - January 2010
The Green Lake Group, LLC September 2006 - July 2009
Finacity Corporation September 2001 - May 2006
eVolution Global Partners April 2000 - September 2001
Della.com (WeddingChannel.com) February 1999 - April 2000
Infant Advantage October 1995 - September 1998
Gap Inc. July 1991 - October 1995
Skills
Fundraising, New Business Development, Strategic Partnerships, Social Media Marketing, Digital Strategy, Corporate Finance, New Venture Development, Entrepreneur, Product Development, Entrepreneurship, Venture Capital, Publishing, Business Development, Mergers & Acquisitions, Start-ups, Marketing Communications, Product Management, Social Media, Marketing, Strategic Planning, Marketing Strategy, Brand Development, Public Relations, E-commerce, Management, Corporate Development, Analytics
Education
Princeton University 1987 — 1991
BA, Economics/Politics
Liquor.com January 2009 - Present
Finacity Corporation May 2006 - Present
BigDeal.com, Inc. July 2009 - June 2011
San Francisco Education Fund December 2008 - January 2010
The Green Lake Group, LLC September 2006 - July 2009
Finacity Corporation September 2001 - May 2006
eVolution Global Partners April 2000 - September 2001
Della.com (WeddingChannel.com) February 1999 - April 2000
Infant Advantage October 1995 - September 1998
Gap Inc. July 1991 - October 1995
Skills
Fundraising, New Business Development, Strategic Partnerships, Social Media Marketing, Digital Strategy, Corporate Finance, New Venture Development, Entrepreneur, Product Development, Entrepreneurship, Venture Capital, Publishing, Business Development, Mergers & Acquisitions, Start-ups, Marketing Communications, Product Management, Social Media, Marketing, Strategic Planning, Marketing Strategy, Brand Development, Public Relations, E-commerce, Management, Corporate Development, Analytics
Education
Princeton University 1987 — 1991
BA, Economics/Politics
Lydia Leinsdorf's Finacity Corporation Experience 2006 - 2008
Job Clinician & Masters Candidate at Psychoanalytic Psychotherapy Study Center (PPSC)
Industry Health, Wellness and Fitness
Experience
Psychoanalytic Psychotherapy Study Center (PPSC) September 2015 - Present
The Bridge 2014 - 2015
Ziff Brothers Investments 2008 - 2013
Finacity Corporation 2006 - 2008
Skills
Private Equity, Valuation, Investments, Due Diligence, Hedge Funds, Alternative Investments, Business Strategy, Strategy, Strategic Planning, Product Management, Commodity, Peak Performance..., Team Building, Cross-functional Team..., Team Motivation, Individual Development, Couples Work, HR Consulting, Group Therapy
Education
New York University 2014 — 2016
Master’s Degree, Clinical Social Work
Princeton University 2002 — 2006
Bachelor of Science (BS), Chemical Engineering, Certificate in Biological Engineering, Certificate in Material Science
Horace Mann 1998 — 2002
High School
Psychoanalytic Psychotherapy Study Center (PPSC) September 2015 - Present
The Bridge 2014 - 2015
Ziff Brothers Investments 2008 - 2013
Finacity Corporation 2006 - 2008
Skills
Private Equity, Valuation, Investments, Due Diligence, Hedge Funds, Alternative Investments, Business Strategy, Strategy, Strategic Planning, Product Management, Commodity, Peak Performance..., Team Building, Cross-functional Team..., Team Motivation, Individual Development, Couples Work, HR Consulting, Group Therapy
Education
New York University 2014 — 2016
Master’s Degree, Clinical Social Work
Princeton University 2002 — 2006
Bachelor of Science (BS), Chemical Engineering, Certificate in Biological Engineering, Certificate in Material Science
Horace Mann 1998 — 2002
High School
J.T. Burke's Finacity Corporation Experience April 2008 - February 2011
Job PRINCIPAL SOLUTION CONSULTANT at ACI Worldwide
Industry Banking
Experience
ACI Worldwide November 2012 - Present
Finacity Corporation April 2008 - February 2011
Bank of America September 2005 - April 2008
CSI Complex Systems, Inc August 2001 - September 2002
ABN AMRO Bank Hong Kong July 1998 - March 2001
LaSalle Bank September 1996 - June 1998
Rajamangala Institute of Technology September 1995 - September 1996
Popham Haik Schnobrich & Kaufman, Ltd July 1993 - August 1996
Skills
Portfolio Management, Financial Modeling, Business Strategy, Finance, New Business Development, Product Development, Financial Risk, Negotiation, Trade Finance, Supply Chain, Marketing, Sales, Trading, Payments, Logistics, Risk Management, Structured Finance
Education
London Business School 2003 — 2005
MBA, International Business
University of Notre Dame 1989 — 1993
BA, English Language and Literature/Letters
Xavier H.S. 1985 — 1989
ACI Worldwide November 2012 - Present
Finacity Corporation April 2008 - February 2011
Bank of America September 2005 - April 2008
CSI Complex Systems, Inc August 2001 - September 2002
ABN AMRO Bank Hong Kong July 1998 - March 2001
LaSalle Bank September 1996 - June 1998
Rajamangala Institute of Technology September 1995 - September 1996
Popham Haik Schnobrich & Kaufman, Ltd July 1993 - August 1996
Skills
Portfolio Management, Financial Modeling, Business Strategy, Finance, New Business Development, Product Development, Financial Risk, Negotiation, Trade Finance, Supply Chain, Marketing, Sales, Trading, Payments, Logistics, Risk Management, Structured Finance
Education
London Business School 2003 — 2005
MBA, International Business
University of Notre Dame 1989 — 1993
BA, English Language and Literature/Letters
Xavier H.S. 1985 — 1989
Jeremy Blatt's Finacity Corporation Experience June 2001 - Present
Job Managing Director at Finacity Corporation
Industry Financial Services
Experience
Finacity Corporation June 2001 - Present
Meritage Technology October 2000 - March 2001
Alentis March 2000 - October 2000
Zisto.com December 1999 - February 2000
AutoBond Acceptance Corporation January 1997 - November 1999
South Orange Rescue Squad June 1996 - December 1996
Smith Barney May 1995 - May 1996
Lehman Brothers June 1993 - May 1995
Bell Laboratories June 1991 - June 1993
Lachman Associates, Inc. 1984 - 1985
Skills
Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Management, SQL, Securitization, Structured Finance, Trading
Education
The University of Texas at Austin 1985 — 1988
MSCS, Computer Sciences
Princeton University 1981 — 1985
Finacity Corporation June 2001 - Present
Meritage Technology October 2000 - March 2001
Alentis March 2000 - October 2000
Zisto.com December 1999 - February 2000
AutoBond Acceptance Corporation January 1997 - November 1999
South Orange Rescue Squad June 1996 - December 1996
Smith Barney May 1995 - May 1996
Lehman Brothers June 1993 - May 1995
Bell Laboratories June 1991 - June 1993
Lachman Associates, Inc. 1984 - 1985
Skills
Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Management, SQL, Securitization, Structured Finance, Trading
Education
The University of Texas at Austin 1985 — 1988
MSCS, Computer Sciences
Princeton University 1981 — 1985
Oleg Kozlovsky's Finacity Corporation Experience March 2007 - August 2010
Job Senior Software Engineer at private
Industry Computer Software
Experience
private April 2013 - Present
Regulatory Data Corp January 2011 - April 2013
Finacity Corporation March 2007 - August 2010
Johns Hopkins Hospital April 2005 - November 2006
Sentori February 2004 - April 2005
Skills
SQL, Java, PL/SQL, JSP, Oracle, Perl, Databases, Linux, Servlets, Microsoft SQL Server, Tomcat, Unix Shell Scripting, Sybase, C, T-SQL, jQuery, OOP, Java Enterprise Edition, Red Hat Linux, Unix, Testing, JavaScript, Shell Scripting, MySQL, XML, Database Design, HTML, Spring, Eclipse, Hibernate, Integration, Multithreading, Web Services
Education
The Johns Hopkins University 2003 — 2007
Masters, Computer Science
Odessa National 'I.I. Mecnikov' University
Masters, Biology, Chemistry
private April 2013 - Present
Regulatory Data Corp January 2011 - April 2013
Finacity Corporation March 2007 - August 2010
Johns Hopkins Hospital April 2005 - November 2006
Sentori February 2004 - April 2005
Skills
SQL, Java, PL/SQL, JSP, Oracle, Perl, Databases, Linux, Servlets, Microsoft SQL Server, Tomcat, Unix Shell Scripting, Sybase, C, T-SQL, jQuery, OOP, Java Enterprise Edition, Red Hat Linux, Unix, Testing, JavaScript, Shell Scripting, MySQL, XML, Database Design, HTML, Spring, Eclipse, Hibernate, Integration, Multithreading, Web Services
Education
The Johns Hopkins University 2003 — 2007
Masters, Computer Science
Odessa National 'I.I. Mecnikov' University
Masters, Biology, Chemistry
Vanessa Libert's Finacity Corporation Experience March 2007 - Present
Job Senior Analyst at Finacity Corporation
Industry Financial Services
Experience
Finacity Corporation March 2007 - Present
Engelhard May 2004 - March 2007
Engelhard Corportation 2004 - 2007
Skills
SQL, Java, Data Analysis, Analysis, SDLC, Java Enterprise Edition, Software Development, Client Management, Customer Relationships, JIRA task management, VBA, Project Management, Risk and Issue...
Education
Binghamton University 2000 — 2004
BS, Computer Science
Finacity Corporation March 2007 - Present
Engelhard May 2004 - March 2007
Engelhard Corportation 2004 - 2007
Skills
SQL, Java, Data Analysis, Analysis, SDLC, Java Enterprise Edition, Software Development, Client Management, Customer Relationships, JIRA task management, VBA, Project Management, Risk and Issue...
Education
Binghamton University 2000 — 2004
BS, Computer Science
Philip Nuelle's Finacity Corporation Experience January 2008 - Present
Job Managing Director Finacity Corporation
Industry Investment Banking
Experience
Finacity Corporation January 2008 - Present
Citigroup January 2003 - January 2007
Citigroup Global Markets, Inc January 1998 - December 2002
Citibank - Kenya January 1995 - December 1997
Citigroup January 1988 - December 1994
Citigroup 1988 - 1988
Citigroup October 1983 - December 1987
Skills
Capital Markets, Financial Modeling, Corporate Finance, Fixed Income, Banking, Valuation, Structured Finance, Investment Banking, Financial Markets, Portfolio Management, Bloomberg
Education
University of Connecticut 1988 — 1991
MBA, Finance
Marquette University 1979 — 1983
BA, Finance & Ecomonics
Finacity Corporation January 2008 - Present
Citigroup January 2003 - January 2007
Citigroup Global Markets, Inc January 1998 - December 2002
Citibank - Kenya January 1995 - December 1997
Citigroup January 1988 - December 1994
Citigroup 1988 - 1988
Citigroup October 1983 - December 1987
Skills
Capital Markets, Financial Modeling, Corporate Finance, Fixed Income, Banking, Valuation, Structured Finance, Investment Banking, Financial Markets, Portfolio Management, Bloomberg
Education
University of Connecticut 1988 — 1991
MBA, Finance
Marquette University 1979 — 1983
BA, Finance & Ecomonics
Jeff Gulbin's Finacity Corporation Experience May 2007 - Present
Job Chief Financial Officer
Industry Financial Services
Experience
Finacity Corporation May 2007 - Present
Dillon Read Capital Management January 2006 - May 2007
Skills
Financial Modeling, Financial Reporting, Capital Markets, Financial Analysis, Due Diligence, Corporate Finance
Education
Saint Bonaventure University 1985 — 1988
BBA, Accounting
Finacity Corporation May 2007 - Present
Dillon Read Capital Management January 2006 - May 2007
Skills
Financial Modeling, Financial Reporting, Capital Markets, Financial Analysis, Due Diligence, Corporate Finance
Education
Saint Bonaventure University 1985 — 1988
BBA, Accounting
Bruce Miller's Finacity Corporation Experience August 2011 - Present
Job Managing Director at Finacity Corporation
Industry Financial Services
Experience
Finacity Corporation August 2011 - Present
Digital Risk LLC 2008 - September 2011
BT Miller Associates 2008 - 2010
ING Capital, LLC 2004 - 2007
Credit Suisse First Boston 1992 - 2004
Daiwa Bank Ltd June 1989 - June 1992
Bankers Trust Company 1988 - 1990
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1978 — 1981
BS, Economics
Rensselaer Polytechnic Institute 1975 — 1977
Finacity Corporation August 2011 - Present
Digital Risk LLC 2008 - September 2011
BT Miller Associates 2008 - 2010
ING Capital, LLC 2004 - 2007
Credit Suisse First Boston 1992 - 2004
Daiwa Bank Ltd June 1989 - June 1992
Bankers Trust Company 1988 - 1990
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1978 — 1981
BS, Economics
Rensselaer Polytechnic Institute 1975 — 1977
Barry Westfall's Finacity Corporation Experience June 2006 - Present
Job Private Investor
Industry Financial Services
Experience
Finacity Corporation June 2006 - Present
Ecoban Ventures LLC February 2006 - Present
Island Partners LLC October 2004 - Present
Ecoban Finance Limited LLC April 1987 - June 2012
Island Capital Ltd. January 1990 - October 2010
Merban Americas Corporation November 1982 - March 1987
Spectrum Fibers Inc. June 1972 - June 1982
Arthur Young & Co. June 1968 - June 1972
United States Marine Corps June 1965 - June 1968
Skills
Financial Modeling, Capital Markets, Valuation, Equities, Corporate Development, Portfolio Management, Emerging Markets, Entrepreneurship, Financial Markets, Fixed Income
Education
UNC Chapel Hill 1960 — 1965
BS & MBA, Business
Martinsville (VA) High School 1956 — 1960
Finacity Corporation June 2006 - Present
Ecoban Ventures LLC February 2006 - Present
Island Partners LLC October 2004 - Present
Ecoban Finance Limited LLC April 1987 - June 2012
Island Capital Ltd. January 1990 - October 2010
Merban Americas Corporation November 1982 - March 1987
Spectrum Fibers Inc. June 1972 - June 1982
Arthur Young & Co. June 1968 - June 1972
United States Marine Corps June 1965 - June 1968
Skills
Financial Modeling, Capital Markets, Valuation, Equities, Corporate Development, Portfolio Management, Emerging Markets, Entrepreneurship, Financial Markets, Fixed Income
Education
UNC Chapel Hill 1960 — 1965
BS & MBA, Business
Martinsville (VA) High School 1956 — 1960
Antonio Villa's Finacity Corporation Experience May 2013 - Present
Job Managing Director at Finacity Corporation
Industry Investment Banking
Experience
Finacity Corporation May 2013 - Present
Royal Bank of Scotland Group May 2011 - April 2013
Barclays Capital June 2006 - May 2011
ABN AMRO Bank N.V. April 2003 - June 2006
Deutsche Bank July 2000 - March 2003
J.P. Morgan August 1988 - July 2000
Skills
Structured Finance, Investment Banking, Capital Markets, Structured Products, Structuring, Fixed Income, Securitization, Loan Syndications, Debt Restructuring, Emerging Markets, Private Placements, M&A experience, Equities, Syndications, Financial Structuring, Mergers & Acquisitions, Equity Capital Markets, Bonds, Loan Origination, Derivatives, Loans, Valuation, Private Equity, Financial Markets, Leveraged Finance, Credit Derivatives, Hedge Funds, Financial Modeling, FX Options, Portfolio Management, Alternative Investments, Project Finance, Bloomberg, ABS, Credit Risk, Corporate Finance, Securities, Trading, Hedging, Interest Rate..., Asset Management, High Yield, Equity Research, Commodity, Credit Analysis, Financial Institutions, Investor Relations, Financial Risk, Market Risk, Equity Derivatives
Education
Stanford University Graduate School of Business
MBA, Finance
Universidad Iberoamericana, Ciudad de México
Business Administration, Finance, Magna Cum Laude
Finacity Corporation May 2013 - Present
Royal Bank of Scotland Group May 2011 - April 2013
Barclays Capital June 2006 - May 2011
ABN AMRO Bank N.V. April 2003 - June 2006
Deutsche Bank July 2000 - March 2003
J.P. Morgan August 1988 - July 2000
Skills
Structured Finance, Investment Banking, Capital Markets, Structured Products, Structuring, Fixed Income, Securitization, Loan Syndications, Debt Restructuring, Emerging Markets, Private Placements, M&A experience, Equities, Syndications, Financial Structuring, Mergers & Acquisitions, Equity Capital Markets, Bonds, Loan Origination, Derivatives, Loans, Valuation, Private Equity, Financial Markets, Leveraged Finance, Credit Derivatives, Hedge Funds, Financial Modeling, FX Options, Portfolio Management, Alternative Investments, Project Finance, Bloomberg, ABS, Credit Risk, Corporate Finance, Securities, Trading, Hedging, Interest Rate..., Asset Management, High Yield, Equity Research, Commodity, Credit Analysis, Financial Institutions, Investor Relations, Financial Risk, Market Risk, Equity Derivatives
Education
Stanford University Graduate School of Business
MBA, Finance
Universidad Iberoamericana, Ciudad de México
Business Administration, Finance, Magna Cum Laude
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY