FinServ Consulting

Description

Address: 404 5th Ave #4013, New York, NY 10018 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–6PMTuesday8AM–6PMWednesday8AM–6PMThursday8AM–6PMFriday8AM–6PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (646) 603-3799Category: : : : Place name: Website: : : : Website: http://www.finservconsulting.com/ Category: Corporate office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of FinServ Consulting Posting publicly on the Web Write a review Reviews Be the first to review

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FinServ Consulting Employees

Employee
Years
Job
Industry
Louis-Daniel Berrouet Louis-Daniel Berrouet Greater New York City Area Details
Louis-Daniel Berrouet's FinServ Consulting Experience September 2014 - Present
Job Senior Consultant at FinServ Consulting
Industry Financial Services
Experience
FinServ Consulting   September 2014 - Present
Standard & Poor's   December 2012 - September 2014
Standard & Poor's   March 2008 - December 2012
Standard & Poor's   October 2007 - March 2008
Standard & Poor's   April 2006 - September 2007
Standard & Poor's   October 2004 - March 2006

Skills
Structured Finance, Securitization, Fixed Income, Capital Markets, Financial Modeling, Structured Products, Derivatives, MBS, Credit, Analysis, Asset Management, Loans, Finance, Due Diligence

Education
Purdue University - Krannert School of Management   2002 — 2004
MS, Management

Purdue University   2000 — 2002
MS, Mathematics Education

David K Roberts David K Roberts Middlebury, Vermont Details
David K Roberts's FinServ Consulting Experience August 2011 - January 2012
Job Managing Partner at Middlebury Business Prep
Industry Professional Training & Coaching
Experience
Middlebury Business Prep   April 2015 - Present
FWC Properties   September 2007 - Present
Capco  February 2012 - April 2015
FinServ Consulting   August 2011 - January 2012
GoldenTree Asset Management  January 2011 - July 2011
NorthPoint Solutions  November 2007 - September 2009
NewStar Financial  March 2004 - November 2007
Veda Consulting   September 1999 - March 2004
Deloitte & Touche  September 1996 - September 1999
Oil-Dri Corporation of America  1993 - 1995

Skills
Syndications, Commercial Lending, Portfolio Management, Accounting, Analysis, Real Estate Development, Rental Management, Vacation Rental, Business Analysis, Financial Analysis, B2B software, Finance, Project Management, Financial Services, Consulting, Investment Banking

Education
Florida State University - College of Business   1993 — 1996
Masters, Accounting Information Systems

Florida State University - College of Business   1992 — 1995
Bachelor, Accounting

Howard Weinstein Howard Weinstein Greater New York City Area Details
Howard Weinstein's FinServ Consulting Experience August 2005 - Present
Job Founder & Managing Partner, FinServ Consulting
Industry Management Consulting
Experience
FinServ Consulting   August 2005 - Present
MPI Professionals   January 2004 - August 2005
KPMG Consulting / BearingPoint  1995 - 2004
Ernst & Young Consulting  1992 - 1995
AT&T  September 1989 - November 1992

Skills
Integration, Finance, Asset Management, Financial Services, Management, Corporate Finance, Hedge Funds, Management Consulting, Budgets, IT Strategy, Consulting, Business Strategy, Business Process..., Financial Modeling, Private Equity, Alternative Investments, Business Process..., Project Management, Equities, Fixed Income, Entrepreneurship, Project Planning, Accounting, Financial Analysis, System Architecture, Technology Roadmapping, Strategic Planning, Advent, Sunguard, Trade Compliance, CRM, Salesforce.com, Family Office, Systems Analysis, System Design, Requirements Analysis, Distressed Debt, Bank Loans, Business Analysis, Portfolio Management, Venture Capital, Loans

Education
State University of New York at Albany   1985 — 1989
Bachelor of Science (BS), Small Business Administration/MIS

Plainview JFK

Plainview JFK

Plainview JFK

Meghan Tosto Meghan Tosto New York, New York Details
Meghan Tosto's FinServ Consulting Experience June 2014 - Present
Job Management Consultant and Project Management Professional
Industry Management Consulting
Experience
FinServ Consulting   June 2014 - Present
Tulane University  January 2012 - May 2014
Bank of America Merrill Lynch  September 2011 - December 2011
Public Consulting Group  July 2008 - July 2011

Skills
Program Management, Data Analysis, Microsoft Excel, Business Process..., PowerPoint, Proposal Writing, Strategy, Management Consulting, Business Relationship..., Finance, Analysis, Business Analysis, Consulting, Management, Reporting & Analysis, System Testing, Technology Integration, Hedge Funds, Microsoft Office, Public Speaking

Education
Tulane University - A.B. Freeman School of Business   2011 — 2014
Master of Business Administration (M.B.A.), International Business & Entrepreneurship

College of the Holy Cross   2004 — 2008
Bachelor of Arts, Sociology, Peace and Conflict Studies

University of St. Andrews   2006 — 2007
Scotland, United Kingdom, Junior Year Study Abroad Program, International Relations

Vestavia Hills High School   2000 — 2004

Daren Pon Daren Pon New York, New York Details
Daren Pon's FinServ Consulting Experience April 2014 - Present
Job Senior Consultant at FinServ Consulting
Industry Management Consulting
Experience
FinServ Consulting   April 2014 - Present
Morgan Stanley  June 2010 - April 2014
NYS Center for Information Forensics and Assurance   July 2006 - April 2013
JP Morgan  June 2009 - August 2009
JP Morgan  June 2008 - August 2008
Merrill Lynch  January 2008 - January 2008

Skills
Business Analysis, Project Management, Microsoft Excel, VBA, Fixed Income, Wealth Management, Bloomberg Terminal, FINRA, Financial Modeling, Financial Analysis, Investments, Fund Of Funds, Bloomberg, Valuation, Risk Management, Hedge Funds, Equity Research, Equities, Equity Valuation, Capital Markets, Options, Hedging, Asset Management, Derivatives, Investment Banking, Portfolio Management, Private Equity, Alternative Investments, SQL, Java, VBScript, Artificial Intelligence, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Finance

Education
University at Albany, SUNY   2006 — 2010
Bachelor’s Degree, Financial Analyst Concentration

Danielle Monroe Danielle Monroe New York, New York Details
Danielle Monroe's FinServ Consulting Experience August 2015 - Present
Job Consultant at FinServ Consulting
Industry Accounting
Experience
FinServ Consulting   August 2015 - Present
Independent  October 2012 - Present
BlueMountain Capital Management  May 2013 - June 2015
Property Management  August 2008 - October 2013
Alliance Bernstein Investment  December 2010 - September 2011
HSBC Alternative Fund Services Group   January 2006 - December 2010

Education
Baruch College, City University of New York (CUNY)   2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting

Baruch College, City University of New York (CUNY)   2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Communication

Rowena Chandradutt Rowena Chandradutt Greater New York City Area Details
Rowena Chandradutt's FinServ Consulting Experience June 2015 - August 2015
Job Consultant Intern at FinServ Consulting
Industry Information Technology and Services
Experience
FinServ Consulting   June 2015 - August 2015
Ernst & Young LLP  June 2014 - July 2014
Knockout, Clothing Boutique   May 2011 - August 2011

Skills
Microsoft Excel, Microsoft Office, Teamwork, PowerPoint, Microsoft Word, Time Management, Public Speaking, Customer Service, Visio, Project Management

Education
University at Albany   2012 — 2016
Bachelor of Science, Information Technology Management/Marketing

University at Albany, SUNY   2012 — 2016
Information Technology

Brian Canner Brian Canner New York, New York Details
Brian Canner's FinServ Consulting Experience May 2012 - Present
Job Consultant at FinServ Consulting
Industry Financial Services
Experience
FinServ Consulting   May 2012 - Present
Johnson & Johnson  June 2011 - January 2012
Broome-Tioga BOCES  June 2009 - August 2010
Rider University  September 2009 - May 2010

Skills
Accounting, Access, Finance, Microsoft Office, Data Analysis, Microsoft Excel, Financial Analysis, Microsoft Word, SQL, Relational Databases, Outlook, Teamwork, PowerPoint, Business Analysis, Process Improvement, Business Strategy, Strategic Planning, Account Reconciliation, Statistics, Time Management, Project Management, Management Consulting, Change Management, Visio, Financial Services

Education
Rider University   2008 — 2012
Bachelor of Science, Finance

Chris McGirr Chris McGirr New York, New York Details
Chris McGirr's FinServ Consulting Experience July 2015 - Present
Job Senior Consultant at FinServ Consulting
Industry Financial Services
Experience
FinServ Consulting   July 2015 - Present
J.P. Morgan   June 2014 - August 2014
RDP Associates Inc.  September 2011 - July 2013
BF Consulting Group Inc.   March 2010 - August 2011
Xerox Corporation  July 2008 - March 2010

Skills
Strategy, Leadership, Financial Analysis, Business Development, Strategic Planning, Financial Modeling, Project Management, Social Media, Marketing, Marketing Strategy

Education
Duke University - The Fuqua School of Business   2013 — 2015
Master of Business Administration (MBA), Finance, Innovation and Entrepreneurship

Canadian Securities Institute   2011 — 2011
CSC, Canadian Securites Course

Queen's University   2004 — 2008
BAH

Crescent School   1993 — 2004

Margot Beldengreen Margot Beldengreen Greater New York City Area Details
Margot Beldengreen's FinServ Consulting Experience February 2011 - February 2012
Job
Industry Venture Capital & Private Equity
Experience
Cartier  October 2012 - June 2013
FinServ Consulting   February 2011 - February 2012
Republic Clothing Group  September 2009 - January 2011
Riverstone Holdings LLC  August 2008 - August 2008
Fortress Investment Group  June 2008 - August 2008

Skills
Spanish, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Visio, Business Planning, Project Management, MS Project, Salesforce.com, Microsoft Exchange, SAP, SAP BW, Inventory Management, Forecasting, Account Coordination, Promotional Copy, Promotional Analysis, Copywriting

Education
Syracuse University   2005 — 2009
BS, EEE and Finance

Syracuse University - Martin J. Whitman School of Management   2005 — 2009
BS, Finance, Entrepreneurship & Emerging Enterprises

Justin Birnbaum Justin Birnbaum Staten Island, New York Details
Justin Birnbaum's FinServ Consulting Experience September 2014 - May 2015
Job Analyst at FinServ Consulting
Industry Information Technology and Services
Experience
FinServ Consulting   September 2014 - May 2015
Schmeiser, Olsen & Watts   February 2014 - May 2014
Fischler Hockey Service   November 2012 - May 2014
Golub Corporation  August 2013 - December 2013
Sports Media 101  September 2012 - December 2012

Skills
Project Management, Online Marketing, Social Networking, Marketing, Visio, Microsoft Excel, Market Research, Data Analysis, Google Analytics, Blogging, Social Media, Social Media Marketing, Microsoft Access, Data Mapping, Business Process..., Visual Basic, SQL, Microsoft Office, JavaScript

Education
SUNY Albany   2010 — 2014
Bachelor of Science (B.S.), Information Technology Management/Marketing, 3.75

Susan E. Wagner High School   2006 — 2010

Todd Piskadlo Todd Piskadlo Greater New York City Area Details
Todd Piskadlo's FinServ Consulting Experience June 2006 - Present
Job Senior Manager with FinServ Consulting
Industry Financial Services
Experience
FinServ Consulting   June 2006 - Present
Bear Stearns  April 1994 - April 2006
KPMG  April 1999 - April 2000
HSBC  June 1993 - August 1993

Skills
Team Leadership, Project Management, Business Analysis, Hedge Funds, Fixed Income, Trading, Equities, Financial Services, Electronic Trading, Trading Systems, Asset Managment, Investments, Credit Derivatives, Equity Trading, Derivatives, Fund Of Funds, Options, Alternative Investments, Bloomberg, FX Options, Capital Markets, Securities, Series 7, Investment Banking, Quantitative Analytics, Trading System, Equity Derivatives, Banking, Finance, Workday, global HCM, Human Resources, Applicant Tracking..., Talent Management, Cornerstone, Management, Portfolio Management

Education
Rutgers University-New Brunswick   1989 — 1993
BA, Economics

Lauren Lorberbaum Lauren Lorberbaum Greater New York City Area Details
Lauren Lorberbaum's FinServ Consulting Experience June 2009 - May 2010
Job Management Consultant
Industry Management Consulting
Experience
Self-Employed  February 2015 - Present
PennPAC (Pro bono Alumni Consulting)   September 2014 - Present
PwC Advisory - Banking & Capital Markets   May 2010 - January 2015
Diamond Management & Technology Consultants  May 2010 - November 2010
FinServ Consulting   June 2009 - May 2010
Endeavor  March 2009 - May 2009
Red Titikaka   September 2008 - December 2008
Goldman Sachs  May 2007 - August 2007

Skills
Management Consulting, Entrepreneurship, Project Management, Business Strategy, Business Analysis, Change Management, Strategy, Management

Education
University of Pennsylvania   2004 — 2008
BA, Economcs, Political Science

Girls Preparatory School   1998 — 2004
High School

Adam Behrman Adam Behrman Greater New York City Area Details
Adam Behrman's FinServ Consulting Experience July 2015 - Present
Job Senior Consultant at FinServ Consulting LLC
Industry Financial Services
Experience
FinServ Consulting   July 2015 - Present
Ophrys, LLC   January 2014 - May 2015
Deutsche Bank Securities  November 2008 - June 2013

Skills
Valuation, Financial Modeling, Capital Markets, Portfolio Management, Hedge Funds, Investments, Private Equity, Structured Products, Leadership, Financial Markets, Alternative Investments, Bloomberg Terminal, Quantitative Analytics, Series 7, Trading Strategies, Strategy, Options, Corporate Finance, R, VBA, Trading, Fixed Income, Financial Structuring, Interest Rate..., Equities, Derivatives, Finance, Bloomberg, Investment Banking, Financial Analysis, Asset Management, Analysis, Structured Finance, Risk Management, Wealth Management, Equity Research, Analytics, Trading Systems, Financial Services, Equity Derivatives, Management, Credit Derivatives

Education
New York University   2011 — 2013
MBA, Quantitative finance, financial instruments & markets, and leadership & change management

University of Central Florida   2000 — 2005
BSBA, Finance, Economics

Jonathan Rabinowitz, CISA Jonathan Rabinowitz, CISA Greater New York City Area Details
Jonathan Rabinowitz, CISA's FinServ Consulting Experience June 2007 - August 2007
Job Vice President at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs  March 2015 - Present
KPMG  September 2013 - March 2015
KPMG  October 2009 - September 2013
KPMG  June 2008 - August 2008
FinServ Consulting   June 2007 - August 2007

Education
University at Albany, SUNY   2005 — 2009
BS, Business with concentrations in MIS and Finance

Kathie Schwartz Kathie Schwartz New York, New York Details
Kathie Schwartz's FinServ Consulting Experience November 2013 - Present
Job Chief Operating Officer at FinServ Consulting
Industry Investment Banking
Experience
FinServ Consulting   November 2013 - Present
Deutsche Bank  1991 - 2002
National Futures Association  1988 - 1991

Skills
Strategic Planning, Financial Analysis, Corporate Finance, Financial Modeling, Budgets, Marketing Strategy, Mergers & Acquisitions, Negotiation, Process Improvement, Fixed Income, Business Analysis, Management, Due Diligence, Asset Management, Equities, Management Consulting, Capital Markets, Business Strategy, Analysis, Finance

Education
New York University, Stern School of Business   1994 — 1996
Master of Business Administration (MBA), Finance, General

Rutgers, The State University of New Jersey - Rutgers Business School   1984 — 1988
Bachelor's degree, Accounting