Forum Partners
Industry: Company
DescriptionFounded: 2002 Subsidiary: Denison Funds Management Limited
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Forum Partners Employees
Employee
Years
Job
Industry
Travis Allen Travis Allen's Forum Partners Experience 2002 - 2002
Job Director, Alta Capital LLC
Industry Investment Management
Experience
Alta Capital, LLC 2008 - Present
KeyBank 2006 - 2008
JP Morgan Chase 2003 - 2006
Forum Partners 2002 - 2002
JPMorgan Chase & Co. 1998 - 2000
Ameriprise Financial Services, Inc. 1996 - 1998
Skills
Asset Managment, Capital Markets, Investments, Alternative Investments, New Business Development, Institutional Sales, Investment Sales, Family Office, Commercial Real Estate, Private Equity, Hedge Funds, Mutual Funds, ETFs, Equities, Mezzanine, Fixed Income, Valuation, Portfolio Management, Financial Analysis, Risk Management, Finance, Asset Allocation, Portfolio Optimization
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Finance
The American College
Certified Financial Planner designation
Utah State University
BS, Finance
Alta Capital, LLC 2008 - Present
KeyBank 2006 - 2008
JP Morgan Chase 2003 - 2006
Forum Partners 2002 - 2002
JPMorgan Chase & Co. 1998 - 2000
Ameriprise Financial Services, Inc. 1996 - 1998
Skills
Asset Managment, Capital Markets, Investments, Alternative Investments, New Business Development, Institutional Sales, Investment Sales, Family Office, Commercial Real Estate, Private Equity, Hedge Funds, Mutual Funds, ETFs, Equities, Mezzanine, Fixed Income, Valuation, Portfolio Management, Financial Analysis, Risk Management, Finance, Asset Allocation, Portfolio Optimization
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Finance
The American College
Certified Financial Planner designation
Utah State University
BS, Finance
Victoria Distasio (Persichilli) Victoria Distasio (Persichilli)'s Forum Partners Experience July 2013 - April 2015
Job Marketing/Investor Relations at Verition Fund Management LLC
Industry Financial Services
Experience
Verition Fund Management LLC April 2015 - Present
Forum Partners July 2013 - April 2015
PIMCO September 2011 - July 2013
WR Group Holdings June 2009 - September 2011
Skills
Due Diligence, Securities, Alternative Investments, Hedge Funds, Mutual Funds, Portfolio Management, Investments, Finance, Marketing, Marketing Communications, Financial Services, Investor Relations, Client Services, Fixed Income, Equities
Education
Sacred Heart University 2005 — 2009
Bachelor of Science (cum laude), Finance and Economics
Verition Fund Management LLC April 2015 - Present
Forum Partners July 2013 - April 2015
PIMCO September 2011 - July 2013
WR Group Holdings June 2009 - September 2011
Skills
Due Diligence, Securities, Alternative Investments, Hedge Funds, Mutual Funds, Portfolio Management, Investments, Finance, Marketing, Marketing Communications, Financial Services, Investor Relations, Client Services, Fixed Income, Equities
Education
Sacred Heart University 2005 — 2009
Bachelor of Science (cum laude), Finance and Economics
Darren Xu Darren Xu's Forum Partners Experience October 2011 - August 2014
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
Morgan Stanley June 2015 - Present
Forum Partners October 2011 - August 2014
PricewaterhouseCoopers September 2010 - September 2011
Interpublic Group June 2007 - September 2009
Kumon June 2001 - December 2002
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Entrepreneurship (summa cum laude)
Bronx High School of Science 2002 — 2006
Morgan Stanley June 2015 - Present
Forum Partners October 2011 - August 2014
PricewaterhouseCoopers September 2010 - September 2011
Interpublic Group June 2007 - September 2009
Kumon June 2001 - December 2002
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Entrepreneurship (summa cum laude)
Bronx High School of Science 2002 — 2006
David Karp David Karp's Forum Partners Experience February 2006 - March 2011
Job Executive Vice President & CFO at Empire State Realty Trust, Inc.
Industry Real Estate
Experience
Empire State Realty Trust November 2011 - Present
AC Angel Fund May 2008 - Present
GiveBack August 2011 - November 2011
Forum Partners February 2006 - March 2011
Falcon Financial Investment Trust January 1996 - August 2005
Reichmann International/Soros Realty Advisors January 1994 - December 1995
The Yarmouth Group December 1988 - January 1994
Salomon Brothers April 1985 - February 1988
Citicorp June 1983 - April 1985
Skills
Real Estate, Start-ups, Investments, Investment Properties, Hedge Funds, Valuation, Loans, Finance, Structured Finance, Asset Managment, Securities, Due Diligence, Asset Management, Management, Private Equity, Alternative Investments, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance, Real Estate
University of California, Berkeley 1977 — 1981
BA, Economics
Empire State Realty Trust November 2011 - Present
AC Angel Fund May 2008 - Present
GiveBack August 2011 - November 2011
Forum Partners February 2006 - March 2011
Falcon Financial Investment Trust January 1996 - August 2005
Reichmann International/Soros Realty Advisors January 1994 - December 1995
The Yarmouth Group December 1988 - January 1994
Salomon Brothers April 1985 - February 1988
Citicorp June 1983 - April 1985
Skills
Real Estate, Start-ups, Investments, Investment Properties, Hedge Funds, Valuation, Loans, Finance, Structured Finance, Asset Managment, Securities, Due Diligence, Asset Management, Management, Private Equity, Alternative Investments, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance, Real Estate
University of California, Berkeley 1977 — 1981
BA, Economics
Roxanne Alaghband's Forum Partners Experience June 2013 - June 2013
Job Operations Analyst at THINX
Industry Consumer Goods
Experience
Funky Phalanges Nails August 2011 - Present
THINX July 2015 - August 2015
RBC Capital Markets June 2015 - July 2015
Management of Non-Profit Organizations September 2012 - May 2015
Brown University Fencing Team September 2011 - May 2015
Options Group July 2014 - August 2014
Matched Advising Program For Sophomores September 2013 - January 2014
Forum Partners June 2013 - June 2013
Harrods June 2012 - July 2012
Timothy Sammons Ltd July 2010 - August 2010
Skills
Entrepreneurship, Manicures, Client Rapport, Microsoft Office, Cello, Bartending, Qualitative Research, Writing, Research, Editing, Event Planning
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Columbia University - Columbia Business School 2014 — 2014
Business, Management, Marketing, and Related Support Services
The Chinese University of Hong Kong 2014 — 2014
Study Abroad, International Asian Studies Program
London School of Economics and Political Science 2013 — 2013
Marketing/Marketing Management, General
Ray Cochrane Beauty School 2012 — 2012
Confederation of International Beauty Therapy and Cosmetology (UK), Nail Therapy
The American School in London 1997 — 2011
High School Diploma
Funky Phalanges Nails August 2011 - Present
THINX July 2015 - August 2015
RBC Capital Markets June 2015 - July 2015
Management of Non-Profit Organizations September 2012 - May 2015
Brown University Fencing Team September 2011 - May 2015
Options Group July 2014 - August 2014
Matched Advising Program For Sophomores September 2013 - January 2014
Forum Partners June 2013 - June 2013
Harrods June 2012 - July 2012
Timothy Sammons Ltd July 2010 - August 2010
Skills
Entrepreneurship, Manicures, Client Rapport, Microsoft Office, Cello, Bartending, Qualitative Research, Writing, Research, Editing, Event Planning
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Columbia University - Columbia Business School 2014 — 2014
Business, Management, Marketing, and Related Support Services
The Chinese University of Hong Kong 2014 — 2014
Study Abroad, International Asian Studies Program
London School of Economics and Political Science 2013 — 2013
Marketing/Marketing Management, General
Ray Cochrane Beauty School 2012 — 2012
Confederation of International Beauty Therapy and Cosmetology (UK), Nail Therapy
The American School in London 1997 — 2011
High School Diploma
Will Strong Will Strong's Forum Partners Experience October 2004 - February 2009
Job CFO at Virtus Financial Group
Industry Internet
Experience
Virtus Financial Group January 2012 - Present
FanTrail, LLC May 2011 - August 2012
Spinn Capital Partners February 2009 - September 2011
Forum Partners October 2004 - February 2009
Andiamo 1999 - 2009
Skills
Private Equity, Mergers, Due Diligence, Financial Modeling, Investments, Valuation, Capital Markets, Real Estate, Venture Capital, Start-ups, Corporate Finance, Investment Banking, Asset Managment, IPO, Hedge Funds, Portfolio Management, Entrepreneurship, Risk Management, Executive Management, Investment Management
Education
Columbia University - Columbia Business School 1996 — 1998
MBA
Columbia University in the City of New York 1988 — 1992
BA
Virtus Financial Group January 2012 - Present
FanTrail, LLC May 2011 - August 2012
Spinn Capital Partners February 2009 - September 2011
Forum Partners October 2004 - February 2009
Andiamo 1999 - 2009
Skills
Private Equity, Mergers, Due Diligence, Financial Modeling, Investments, Valuation, Capital Markets, Real Estate, Venture Capital, Start-ups, Corporate Finance, Investment Banking, Asset Managment, IPO, Hedge Funds, Portfolio Management, Entrepreneurship, Risk Management, Executive Management, Investment Management
Education
Columbia University - Columbia Business School 1996 — 1998
MBA
Columbia University in the City of New York 1988 — 1992
BA
Debra Tom Debra Tom's Forum Partners Experience July 2009 - September 2011
Job Operations Manager at Quad Capital
Industry Financial Services
Experience
Quad Capital March 2014 - February 2015
ConvergEx Group November 2011 - February 2014
Forum Partners July 2009 - September 2011
Citi April 2007 - June 2009
Morgan Stanley October 2000 - April 2007
Dresdner Kleinwort Benson June 1998 - October 2000
ING September 1996 - June 1998
Paine Webber July 1991 - September 1996
Cowen and Company July 1989 - June 1991
Dominick & Dominick LLC July 1987 - June 1989
Skills
Experienced Trade..., Equity Client Service, Corporate Actions, Account Reconciliation, Bloomberg Terminal, Charles River IMS, Omgeo Oasys, Axys, Alternative Investments, Compliance, Investment Banking, Back Office, Financial Services, Middle Office, Bloomberg, Trading, Settlement, Equities, Securities, Fixed Income, Hedge Funds, Derivatives, Capital Markets
Education
Long Island University, Brooklyn Campus 1986 — 1987
Psychology
The New School 1985 — 1986
Quad Capital March 2014 - February 2015
ConvergEx Group November 2011 - February 2014
Forum Partners July 2009 - September 2011
Citi April 2007 - June 2009
Morgan Stanley October 2000 - April 2007
Dresdner Kleinwort Benson June 1998 - October 2000
ING September 1996 - June 1998
Paine Webber July 1991 - September 1996
Cowen and Company July 1989 - June 1991
Dominick & Dominick LLC July 1987 - June 1989
Skills
Experienced Trade..., Equity Client Service, Corporate Actions, Account Reconciliation, Bloomberg Terminal, Charles River IMS, Omgeo Oasys, Axys, Alternative Investments, Compliance, Investment Banking, Back Office, Financial Services, Middle Office, Bloomberg, Trading, Settlement, Equities, Securities, Fixed Income, Hedge Funds, Derivatives, Capital Markets
Education
Long Island University, Brooklyn Campus 1986 — 1987
Psychology
The New School 1985 — 1986
Sophia Banar Sophia Banar's Forum Partners Experience March 2014 - Present
Job Managing Director
Industry Investment Management
Experience
Forum Partners March 2014 - Present
ARIS Advisors LLC January 2013 - February 2014
The Tuckerman Group / SSgA October 2006 - December 2012
State Street Corporation June 2004 - September 2006
CSC Consulting February 1999 - June 2004
Skills
Equities, Financial Modeling, Portfolio Management, Asset Managment, Investments, Valuation, Investment Banking, Capital Markets, Trading, Equity Valuation, Fixed Income, Risk Management, Financial Services, Banking, Business Analysis, Investment Management, Alternative Investments, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Securities, Investment Strategies, Mutual Funds, Finance, Financial Markets
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance
Bentley University 1996 — 1998
BS, Management
Forum Partners March 2014 - Present
ARIS Advisors LLC January 2013 - February 2014
The Tuckerman Group / SSgA October 2006 - December 2012
State Street Corporation June 2004 - September 2006
CSC Consulting February 1999 - June 2004
Skills
Equities, Financial Modeling, Portfolio Management, Asset Managment, Investments, Valuation, Investment Banking, Capital Markets, Trading, Equity Valuation, Fixed Income, Risk Management, Financial Services, Banking, Business Analysis, Investment Management, Alternative Investments, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Securities, Investment Strategies, Mutual Funds, Finance, Financial Markets
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance
Bentley University 1996 — 1998
BS, Management
Marcello Cardoso Marcello Cardoso's Forum Partners Experience November 2009 - February 2013
Job Accountant for Private Equity and Investment Firm
Industry Consumer Goods
Experience
PepsiCo September 2014 - Present
Daymon Worldwide August 2014 - September 2014
Lapine Associates April 2013 - October 2013
Club Quarters Hotels February 2013 - April 2013
Forum Partners November 2009 - February 2013
WebMediaBrands July 2004 - November 2009
Memry Corporation May 2002 - June 2004
Education
Universidade Federal do Rio de Janeiro 1988 — 1991
Bachelor's degree, Accounting and Finance
PepsiCo September 2014 - Present
Daymon Worldwide August 2014 - September 2014
Lapine Associates April 2013 - October 2013
Club Quarters Hotels February 2013 - April 2013
Forum Partners November 2009 - February 2013
WebMediaBrands July 2004 - November 2009
Memry Corporation May 2002 - June 2004
Education
Universidade Federal do Rio de Janeiro 1988 — 1991
Bachelor's degree, Accounting and Finance
Renat Yusufov Renat Yusufov's Forum Partners Experience July 2014 - October 2014
Job Associate at Related Companies
Industry Real Estate
Experience
Related Companies April 2015 - Present
Red Sea Ventures September 2014 - April 2015
Forum Partners July 2014 - October 2014
Highnote Foundry June 2014 - August 2014
PricewaterhouseCoopers LLP (PwC) August 2009 - December 2013
Convergent Wealth Advisors January 2008 - August 2008
The White House 2006 - 2007
Skills
Financial Modeling, Capital Markets, Portfolio Management, Project Management, Management Consulting, Due Diligence, PMP, Finance, Valuation, Investments, Venture Capital, Business Case, Microsoft Office, FATCA, Auditing, Project Planning, Business Requirements, Project Coordination, Global Politics, MS Office Suite, Business Case..., MS Paint, Real Estate
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.), Investment Management, Real Estate Finance
The George Washington University - School of Business 2005 — 2009
B.B.A., Finance, International Business, Cum Laude
Institut d'Etudes politiques de Paris 2007 — 2008
Study Abroad, Finance, Marketing, Product Placement of Luxury Goods
Related Companies April 2015 - Present
Red Sea Ventures September 2014 - April 2015
Forum Partners July 2014 - October 2014
Highnote Foundry June 2014 - August 2014
PricewaterhouseCoopers LLP (PwC) August 2009 - December 2013
Convergent Wealth Advisors January 2008 - August 2008
The White House 2006 - 2007
Skills
Financial Modeling, Capital Markets, Portfolio Management, Project Management, Management Consulting, Due Diligence, PMP, Finance, Valuation, Investments, Venture Capital, Business Case, Microsoft Office, FATCA, Auditing, Project Planning, Business Requirements, Project Coordination, Global Politics, MS Office Suite, Business Case..., MS Paint, Real Estate
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.), Investment Management, Real Estate Finance
The George Washington University - School of Business 2005 — 2009
B.B.A., Finance, International Business, Cum Laude
Institut d'Etudes politiques de Paris 2007 — 2008
Study Abroad, Finance, Marketing, Product Placement of Luxury Goods
David Fang David Fang's Forum Partners Experience 2005 - 2009
Job Director at ORIX Mezzanine and Private Equity
Industry Financial Services
Experience
Datascan, LP March 2014 - Present
Questco Inc December 2013 - Present
R2integrated 2012 - Present
ORIX 2011 - Present
Bass Companies 2009 - 2011
Forum Partners 2005 - 2009
CastleArk Management 2000 - 2003
CIVC Partners 1997 - 1999
Merrill Lynch 1995 - 1997
Skills
Private Equity, Hedge Funds, Investment Management, Family Office, Alternative Investments, Valuation, Financial Modeling, Venture Capital, Investments, Investment Banking, Capital Markets, Due Diligence, Corporate Finance, Portfolio Management, Asset Managment
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Business
Stanford University 1991 — 1995
BA, Economics
IMSA
Datascan, LP March 2014 - Present
Questco Inc December 2013 - Present
R2integrated 2012 - Present
ORIX 2011 - Present
Bass Companies 2009 - 2011
Forum Partners 2005 - 2009
CastleArk Management 2000 - 2003
CIVC Partners 1997 - 1999
Merrill Lynch 1995 - 1997
Skills
Private Equity, Hedge Funds, Investment Management, Family Office, Alternative Investments, Valuation, Financial Modeling, Venture Capital, Investments, Investment Banking, Capital Markets, Due Diligence, Corporate Finance, Portfolio Management, Asset Managment
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Business
Stanford University 1991 — 1995
BA, Economics
IMSA
Victoria Machado Victoria Machado's Forum Partners Experience January 2015 - January 2015
Job Student at Harvard University
Industry
Experience
Morgan Stanley June 2015 - August 2015
Harvard University Alumni Association February 2013 - June 2015
Forum Partners January 2015 - January 2015
Let's Go Travel.in June 2014 - September 2014
Norfolk County Sheriff's Office Youth Leadership Academy June 2013 - September 2013
Hallmark Cards May 2012 - January 2013
P.S. from Aeropostale May 2012 - November 2012
Education
Harvard University 2012 — 2016
Statistics
Emory University 2014 — 2014
Statistics, Biostatistics, A
Morgan Stanley June 2015 - August 2015
Harvard University Alumni Association February 2013 - June 2015
Forum Partners January 2015 - January 2015
Let's Go Travel.in June 2014 - September 2014
Norfolk County Sheriff's Office Youth Leadership Academy June 2013 - September 2013
Hallmark Cards May 2012 - January 2013
P.S. from Aeropostale May 2012 - November 2012
Education
Harvard University 2012 — 2016
Statistics
Emory University 2014 — 2014
Statistics, Biostatistics, A
Steven Gustafson's Forum Partners Experience June 2008 - Present
Job Director of Tax at Forum Partners Investment Management
Industry Real Estate
Experience
Forum Partners June 2008 - Present
Skills
Tax Research, Accounting, Income Tax, Real Estate, Corporate Tax, International Tax, Tax, CPA, Tax Law, Due Diligence, Partnership Taxation, Tax Accounting, Tax Advisory, Financial Analysis, Private Equity, Investments
Education
New York University School of Law 1993 — 1996
LL.M. Master of Laws, Taxation
University of Washington 1988 — 1992
JD & MBA, Taxation, Law & Business Admin.
University of Washington, Michael G. Foster School of Business 1978 — 1981
BA, Business Administration
Forum Partners June 2008 - Present
Skills
Tax Research, Accounting, Income Tax, Real Estate, Corporate Tax, International Tax, Tax, CPA, Tax Law, Due Diligence, Partnership Taxation, Tax Accounting, Tax Advisory, Financial Analysis, Private Equity, Investments
Education
New York University School of Law 1993 — 1996
LL.M. Master of Laws, Taxation
University of Washington 1988 — 1992
JD & MBA, Taxation, Law & Business Admin.
University of Washington, Michael G. Foster School of Business 1978 — 1981
BA, Business Administration
Ari Zamir's Forum Partners Experience February 2010 - August 2012
Job Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Forum Partners February 2010 - August 2012
Ballentine, Finn & Co. June 2008 - September 2009
Countrywide Securities Corporation June 2007 - August 2007
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Brown University 2004 — 2008
BA, Business Economics
Ridgewood High School 2000 — 2004
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Forum Partners February 2010 - August 2012
Ballentine, Finn & Co. June 2008 - September 2009
Countrywide Securities Corporation June 2007 - August 2007
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Brown University 2004 — 2008
BA, Business Economics
Ridgewood High School 2000 — 2004
Caroline McBride's Forum Partners Experience 2002 - Present
Job Managing Director at Forum Partners
Industry Venture Capital & Private Equity
Experience
Forum Partners 2002 - Present
Security Capital Group 1996 - 2002
IBM 1978 - 1996
Skills
Real Estate, Private Equity, Financial Modeling, Investment Properties, Valuation, Asset Management, Investments, Alternative Investments, Due Diligence, Portfolio Management, Capital Markets, Investment Banking, Hedge Funds, Venture Capital, Financial Structuring, Structured Finance, Corporate Finance, Mergers & Acquisitions, Investment Management, Equity Research, Equities
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
MBA, Finance
Middlebury College 1971 — 1975
BA
Forum Partners 2002 - Present
Security Capital Group 1996 - 2002
IBM 1978 - 1996
Skills
Real Estate, Private Equity, Financial Modeling, Investment Properties, Valuation, Asset Management, Investments, Alternative Investments, Due Diligence, Portfolio Management, Capital Markets, Investment Banking, Hedge Funds, Venture Capital, Financial Structuring, Structured Finance, Corporate Finance, Mergers & Acquisitions, Investment Management, Equity Research, Equities
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
MBA, Finance
Middlebury College 1971 — 1975
BA
Judes Joseph's Forum Partners Experience February 2008 - July 2010
Job Consultant Emerging Markets at PineBridge Investments
Industry Accounting
Experience
GE Capital December 2013 - March 2014
AEA Investors LP July 2012 - October 2012
PineBridge Investments November 2011 - June 2012
Siguler Guff & Company August 2011 - October 2011
Forum Partners February 2008 - July 2010
Deloitte & Touche 2005 - 2008
Skills
Microsoft Excel, Fund Accounting, Financial Reporting, Accounting, Internal Controls, Financial Analysis, Auditing, Corporate Finance, US GAAP, Private Equity, Valuation, Sarbanes-Oxley Act, Equities, Asset Management, QuickBooks
Education
The University of Connecticut School of Business 2002 — 2004
BS, Accounting
GE Capital December 2013 - March 2014
AEA Investors LP July 2012 - October 2012
PineBridge Investments November 2011 - June 2012
Siguler Guff & Company August 2011 - October 2011
Forum Partners February 2008 - July 2010
Deloitte & Touche 2005 - 2008
Skills
Microsoft Excel, Fund Accounting, Financial Reporting, Accounting, Internal Controls, Financial Analysis, Auditing, Corporate Finance, US GAAP, Private Equity, Valuation, Sarbanes-Oxley Act, Equities, Asset Management, QuickBooks
Education
The University of Connecticut School of Business 2002 — 2004
BS, Accounting
Keith Innes's Forum Partners Experience 2008 - Present
Job Director, Capital Markets, Forum Partners
Industry Investment Management
Experience
Forum Partners 2008 - Present
Lehman Brothers 1984 - 1998
Education
The University of Glasgow 1978 — 1982
MA, Political Economy
Forum Partners 2008 - Present
Lehman Brothers 1984 - 1998
Education
The University of Glasgow 1978 — 1982
MA, Political Economy
Minjoo Na's Forum Partners Experience 2010 - August 2013
Job USC MRED 2015
Industry Real Estate
Experience
Forum Partners 2010 - August 2013
Shui On Land June 2008 - August 2008
Skills
Investments, Management, Equities, Bloomberg, Capital Markets, Financial Modeling, Private Equity, Corporate Finance
Education
University of Southern California 2014 — 2015
Master’s Degree, Real Estate Development
Princeton University 2005 — 2009
A.B., Economics
Beijing Normal University 2007 — 2007
Mandarin
Great Neck North High School 2001 — 2005
The Juilliard School 2001 — 2005
Pre-college Division, Music - Cello performance
Forum Partners 2010 - August 2013
Shui On Land June 2008 - August 2008
Skills
Investments, Management, Equities, Bloomberg, Capital Markets, Financial Modeling, Private Equity, Corporate Finance
Education
University of Southern California 2014 — 2015
Master’s Degree, Real Estate Development
Princeton University 2005 — 2009
A.B., Economics
Beijing Normal University 2007 — 2007
Mandarin
Great Neck North High School 2001 — 2005
The Juilliard School 2001 — 2005
Pre-college Division, Music - Cello performance
Rella Rivera's Forum Partners Experience May 2004 - Present
Job Office Manager at Forum Partners
Industry Investment Management
Experience
Forum Partners May 2004 - Present
Skills
Management, Human Resources, Computer and Software..., General Business..., Organizational Support, Employee Onboarding, Special Projects, Executive Calendar...
Education
Luna Community College
Associate of Arts and Sciences (A.A.S.), Computer Information Systems
Forum Partners May 2004 - Present
Skills
Management, Human Resources, Computer and Software..., General Business..., Organizational Support, Employee Onboarding, Special Projects, Executive Calendar...
Education
Luna Community College
Associate of Arts and Sciences (A.A.S.), Computer Information Systems
Paulina Marvan's Forum Partners Experience 2003 - 2004
Job SVP Accounting & Administration at The Morgan Group
Industry Real Estate
Experience
The Morgan Group June 2015 - Present
IDI Gazeley Brookfield Logistics May 2004 - May 2015
Forum Partners 2003 - 2004
Security Capital 2002 - 2003
CWS 1993 - 2001
Education
University of Central Florida - College of Business Administration 1991 — 1997
MSA, Accounting
The Morgan Group June 2015 - Present
IDI Gazeley Brookfield Logistics May 2004 - May 2015
Forum Partners 2003 - 2004
Security Capital 2002 - 2003
CWS 1993 - 2001
Education
University of Central Florida - College of Business Administration 1991 — 1997
MSA, Accounting
Katherinne Gonzales's Forum Partners Experience April 2014 - October 2014
Job Accountant at Winklevoss Consultants, Inc.
Industry Financial Services
Experience
Winklevoss Consultants, Inc. November 2014 - Present
Forum Partners April 2014 - October 2014
Knight Capital Group April 2008 - July 2013
Law Offices of Seth J. Arnowitz, LLC November 2002 - April 2008
Skills
Accounting, Great Plains, Excel, Access, Word, PowerPoint, Accounts Payable, Accounts Receivable, Accruals, Journal Entries, Management, Account Reconciliation, Microsoft Excel
Education
Pace University - Lubin School of Business 2003 — 2007
BBA, Accounting
Westhill High School 1999 — 2003
High School Diploma
Winklevoss Consultants, Inc. November 2014 - Present
Forum Partners April 2014 - October 2014
Knight Capital Group April 2008 - July 2013
Law Offices of Seth J. Arnowitz, LLC November 2002 - April 2008
Skills
Accounting, Great Plains, Excel, Access, Word, PowerPoint, Accounts Payable, Accounts Receivable, Accruals, Journal Entries, Management, Account Reconciliation, Microsoft Excel
Education
Pace University - Lubin School of Business 2003 — 2007
BBA, Accounting
Westhill High School 1999 — 2003
High School Diploma
Kaname Tanaka's Forum Partners Experience March 2008 - Present
Job Global IT Systems Manager
Industry Commercial Real Estate
Experience
Forum Partners March 2008 - Present
BluSky Restoration Contractors January 2006 - December 2007
McMillan Group November 2004 - June 2005
Education
The School of the Art Institute of Chicago
BFA, Textiles, Printmaking
Forum Partners March 2008 - Present
BluSky Restoration Contractors January 2006 - December 2007
McMillan Group November 2004 - June 2005
Education
The School of the Art Institute of Chicago
BFA, Textiles, Printmaking
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY