Fundation Group LLC
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Fundation Group LLC Employees
Employee
Years
Job
Industry
Wally Hayes Wally Hayes's Fundation Group LLC Experience January 2015 - Present
Job Senior Vice President, Partnership Development at Fundation Group LLC
Industry Financial Services
Experience
Fundation Group LLC January 2015 - Present
Bank of America Practice Solutions September 2011 - December 2014
American Financial July 2006 - August 2011
New Century Financial/Home 123 1998 - 2005
Skills
Mortgage Lending, Loans, Banking, Business Development, Credit, Credit Analysis, FHA, Finance, Insurance, Lines Of Credit, Loan Origination, Marketing, Mortgage Banking, Real Estate, Real Estate Transactions, Refinance, Residential Mortgages, Sales, Strategic Planning, Underwriting, Commercial Lending, Commercial Mortgages, Financial Structuring, Funding, Financial Services, Commercial Banking, Mergers, Real Estate Financing
Education
Armstrong Atlantic State University
Business Administration, Management and Operations
Fundation Group LLC January 2015 - Present
Bank of America Practice Solutions September 2011 - December 2014
American Financial July 2006 - August 2011
New Century Financial/Home 123 1998 - 2005
Skills
Mortgage Lending, Loans, Banking, Business Development, Credit, Credit Analysis, FHA, Finance, Insurance, Lines Of Credit, Loan Origination, Marketing, Mortgage Banking, Real Estate, Real Estate Transactions, Refinance, Residential Mortgages, Sales, Strategic Planning, Underwriting, Commercial Lending, Commercial Mortgages, Financial Structuring, Funding, Financial Services, Commercial Banking, Mergers, Real Estate Financing
Education
Armstrong Atlantic State University
Business Administration, Management and Operations
Michael Shapiro Michael Shapiro's Fundation Group LLC Experience May 2015 - August 2015
Job Student at University of Michigan
Industry
Experience
Fundation Group LLC May 2015 - August 2015
HelloWallet May 2014 - August 2014
thryver March 2014 - August 2014
Skills
Data Analysis, Analytics, SQL, Microsoft Excel, Microsoft Office, Databases, PowerPoint, Statistics, C++, SPSS, Python, Tableau, Research, Microsoft Word, Social Media
Education
University of Michigan 2012 — 2016
Bachelor of Arts (B.A.), Informatics- Data Mining and Analytics
Walt Whitman High School- Bethesda, MD 2008 — 2012
Fundation Group LLC May 2015 - August 2015
HelloWallet May 2014 - August 2014
thryver March 2014 - August 2014
Skills
Data Analysis, Analytics, SQL, Microsoft Excel, Microsoft Office, Databases, PowerPoint, Statistics, C++, SPSS, Python, Tableau, Research, Microsoft Word, Social Media
Education
University of Michigan 2012 — 2016
Bachelor of Arts (B.A.), Informatics- Data Mining and Analytics
Walt Whitman High School- Bethesda, MD 2008 — 2012
Lana Goldsmith's Fundation Group LLC Experience June 2014 - Present
Job Marketing Manager at Fundation Group LLC
Industry Publishing
Experience
Fundation Group LLC June 2014 - Present
Oxford University Press August 2012 - June 2014
Oxford University Press September 2011 - August 2012
Hyperion Books at Disney ABC Television Group March 2010 - September 2011
Hyperion Books March 2010 - September 2011
Oxford University Press January 2010 - March 2010
Stockwell Greetings August 2009 - January 2010
River Styx Literary Magazine January 2009 - May 2009
Global Capacity Group 2008 - 2008
Urban Investment Research Corporation 2007 - 2007
Skills
Social Media Marketing, Blogging, Press Releases, Editing, Publicity, Marketing, Research, Writing, Facebook, Content Strategy, Creative Writing, Feature Articles, Online Publishing, Published Author, Content Development, Content Management, Copywriting, Proofreading, Publications, New Media, Journalism, Networking, Event Planning, AP Style, Corporate Communications, Data Analysis, Project Management, Press Release Crafting, Event Management, Cross-functional..., Presentations, Microsoft Excel, Microsoft Office, Business Development, Sales Analysis, Account Management, Team Building, Salesforce.com, Pardot, Twitter, Facebook Marketing, Public Relations, Linkedin Marketing, Digital Marketing, FinTech
Education
Columbia University - Graduate School of Journalism 2009 — 2009
Columbia Publishing Course, Publishing
Washington University in St. Louis 2005 — 2009
BA, Ancient Studies
Oak Park and River Forest High School
High School Diploma
Fundation Group LLC June 2014 - Present
Oxford University Press August 2012 - June 2014
Oxford University Press September 2011 - August 2012
Hyperion Books at Disney ABC Television Group March 2010 - September 2011
Hyperion Books March 2010 - September 2011
Oxford University Press January 2010 - March 2010
Stockwell Greetings August 2009 - January 2010
River Styx Literary Magazine January 2009 - May 2009
Global Capacity Group 2008 - 2008
Urban Investment Research Corporation 2007 - 2007
Skills
Social Media Marketing, Blogging, Press Releases, Editing, Publicity, Marketing, Research, Writing, Facebook, Content Strategy, Creative Writing, Feature Articles, Online Publishing, Published Author, Content Development, Content Management, Copywriting, Proofreading, Publications, New Media, Journalism, Networking, Event Planning, AP Style, Corporate Communications, Data Analysis, Project Management, Press Release Crafting, Event Management, Cross-functional..., Presentations, Microsoft Excel, Microsoft Office, Business Development, Sales Analysis, Account Management, Team Building, Salesforce.com, Pardot, Twitter, Facebook Marketing, Public Relations, Linkedin Marketing, Digital Marketing, FinTech
Education
Columbia University - Graduate School of Journalism 2009 — 2009
Columbia Publishing Course, Publishing
Washington University in St. Louis 2005 — 2009
BA, Ancient Studies
Oak Park and River Forest High School
High School Diploma
Michael Moseley, CFA Michael Moseley, CFA's Fundation Group LLC Experience June 2015 - Present
Job Capital Markets Manager at Fundation Group LLC
Industry Banking
Experience
Fundation Group LLC June 2015 - Present
Fundation Group LLC August 2014 - June 2015
Barclays February 2013 - May 2014
Barclays Capital July 2009 - February 2013
Dow Jones May 2008 - June 2008
Skills
Equities, Bloomberg, Trading, Securities, Middle Office, Treasury, Settlement, Fixed Income, Derivatives, Financial Modeling, Financial Analysis, Capital Markets, Valuation, Hedge Funds
Education
University of Richmond - Robins School of Business 2005 — 2009
Bachelor of Science (BS), Business Administration
Princeton High School 2001 — 2005
Fundation Group LLC June 2015 - Present
Fundation Group LLC August 2014 - June 2015
Barclays February 2013 - May 2014
Barclays Capital July 2009 - February 2013
Dow Jones May 2008 - June 2008
Skills
Equities, Bloomberg, Trading, Securities, Middle Office, Treasury, Settlement, Fixed Income, Derivatives, Financial Modeling, Financial Analysis, Capital Markets, Valuation, Hedge Funds
Education
University of Richmond - Robins School of Business 2005 — 2009
Bachelor of Science (BS), Business Administration
Princeton High School 2001 — 2005
Jordan Kilmer Jordan Kilmer's Fundation Group LLC Experience August 2015 - Present
Job Manager, Credit & Risk at Fundation Group LLC
Industry Financial Services
Experience
Fundation Group LLC August 2015 - Present
Capital One April 2014 - August 2015
CapitalSource February 2014 - April 2014
CapitalSource November 2011 - February 2014
Hughes & Bentzen, PLLC June 2010 - November 2011
Skills
Analysis, Auditing, Finance, Due Diligence, Legal Assistance, Management, Loans, Portfolio Management, Data Analysis, Corporate Finance
Education
Le Moyne College 2008 — 2010
BA, Economics
Fundation Group LLC August 2015 - Present
Capital One April 2014 - August 2015
CapitalSource February 2014 - April 2014
CapitalSource November 2011 - February 2014
Hughes & Bentzen, PLLC June 2010 - November 2011
Skills
Analysis, Auditing, Finance, Due Diligence, Legal Assistance, Management, Loans, Portfolio Management, Data Analysis, Corporate Finance
Education
Le Moyne College 2008 — 2010
BA, Economics
Walter K. Booker's Fundation Group LLC Experience September 2014 - January 2015
Job COO at Intellectual Capital Group A private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Intellectual Capital Group - A private wealth advisory practice of Ameriprise Financial June 2015 - Present
St. Luke's Episcopal Church 1989 - Present
Sponsors for Educational Opportunity June 1981 - Present
Financial Planning Association (FPA) 2008 - Present
Personal Everest Ventures 2008 - Present
Fundation Group LLC September 2014 - January 2015
Association of African American Financial Advisors 2015 - 2015
Association of African American Financial Advisors 2015 - 2015
Association of African American Financial Advisors 2015 - 2015
Association of African American Financial Advisors 2015 - 2015
Skills
Capital Markets, Investments, Entrepreneurship, Strategic Financial..., Strategy, Public Speaking, Leadership, Non-profits, Leadership Development, Team Leadership, Cross-functional Team..., Program Development, Start-ups, Sales, Nonprofits, Project Planning, Fundraising, Staff Development, Change Management, Research, Management, Management Consulting, Program Management, Finance, Financial Services, Strategic Planning, Consulting, Mentoring
Education
Harvard University 1980 — 1984
AB, Government
Intellectual Capital Group - A private wealth advisory practice of Ameriprise Financial June 2015 - Present
St. Luke's Episcopal Church 1989 - Present
Sponsors for Educational Opportunity June 1981 - Present
Financial Planning Association (FPA) 2008 - Present
Personal Everest Ventures 2008 - Present
Fundation Group LLC September 2014 - January 2015
Association of African American Financial Advisors 2015 - 2015
Association of African American Financial Advisors 2015 - 2015
Association of African American Financial Advisors 2015 - 2015
Association of African American Financial Advisors 2015 - 2015
Skills
Capital Markets, Investments, Entrepreneurship, Strategic Financial..., Strategy, Public Speaking, Leadership, Non-profits, Leadership Development, Team Leadership, Cross-functional Team..., Program Development, Start-ups, Sales, Nonprofits, Project Planning, Fundraising, Staff Development, Change Management, Research, Management, Management Consulting, Program Management, Finance, Financial Services, Strategic Planning, Consulting, Mentoring
Education
Harvard University 1980 — 1984
AB, Government
Samuel Hu, CFA Samuel Hu, CFA's Fundation Group LLC Experience July 2014 - Present
Job EVP Head of Legal, Compliance and Operations at Fundation Group LLC
Industry Financial Services
Experience
Fundation Group LLC July 2014 - Present
Private Investor February 2012 - Present
Chapman and Cutler LLP April 2012 - June 2014
Morgan Stanley October 2009 - January 2012
Orrick Herrington & Sutcliffe LLP August 2007 - October 2009
Stikeman Elliott LLP July 2006 - May 2007
Current Sales Corporation April 2002 - December 2003
Skills
Structured Finance, Derivatives, Capital Markets, Corporate Finance, Credit Analysis, Due Diligence, Structured Products, Securities Regulation, Securitization, Financial Structuring, Debt, Securities Law, Equity Capital Markets, Finance, Information Security, Internal Controls, Software Development
Education
CFA Institute 2009 — 2012
CFA, Chartered Financial Analyst charter holder
The University of British Columbia 2003 — 2006
Bachelor of Laws (JD), Law
Simon Fraser University 1996 — 2002
Bachelor of Applied Science, EE
Fundation Group LLC July 2014 - Present
Private Investor February 2012 - Present
Chapman and Cutler LLP April 2012 - June 2014
Morgan Stanley October 2009 - January 2012
Orrick Herrington & Sutcliffe LLP August 2007 - October 2009
Stikeman Elliott LLP July 2006 - May 2007
Current Sales Corporation April 2002 - December 2003
Skills
Structured Finance, Derivatives, Capital Markets, Corporate Finance, Credit Analysis, Due Diligence, Structured Products, Securities Regulation, Securitization, Financial Structuring, Debt, Securities Law, Equity Capital Markets, Finance, Information Security, Internal Controls, Software Development
Education
CFA Institute 2009 — 2012
CFA, Chartered Financial Analyst charter holder
The University of British Columbia 2003 — 2006
Bachelor of Laws (JD), Law
Simon Fraser University 1996 — 2002
Bachelor of Applied Science, EE
Anthony J. Ferraro, P.E. Anthony J. Ferraro, P.E.'s Fundation Group LLC Experience May 2014 - Present
Job Manager, Credit & Risk Fundation Group LLC
Industry Financial Services
Experience
Fundation Group LLC May 2014 - Present
Thornton Tomasetti June 2010 - April 2014
Skills
Structural Engineering, Civil Engineering, Structural Analysis, Project Management, Small Balance..., Risk Management, Customer Service, Management, Leadership, Marketing, Strategic Planning, Business Development, Financial Analysis
Education
Lehigh University 2009 — 2010
M.Eng, Structural Engineering
Bucknell University 2005 — 2009
B.S., Civil and Environmental Engineering
Fundation Group LLC May 2014 - Present
Thornton Tomasetti June 2010 - April 2014
Skills
Structural Engineering, Civil Engineering, Structural Analysis, Project Management, Small Balance..., Risk Management, Customer Service, Management, Leadership, Marketing, Strategic Planning, Business Development, Financial Analysis
Education
Lehigh University 2009 — 2010
M.Eng, Structural Engineering
Bucknell University 2005 — 2009
B.S., Civil and Environmental Engineering
Sam Graziano Sam Graziano's Fundation Group LLC Experience September 2011 - Present
Job Chief Executive Officer, Fundation
Industry Financial Services
Experience
Fundation Group LLC September 2011 - Present
MyCrew Mobile February 2013 - February 2013
Centerview Partners June 2007 - September 2011
Keefe, Bruyette & Woods July 2001 - June 2007
KBW Capital Partners 2006 - 2007
Skills
Investment Banking, Private Equity, Venture Capital, Valuation, Financial Services, Mergers & Acquisitions, Loans, Investments, Business Strategy, New Business Development, Strategic Planning, Negotiation, Credit, Start-ups, Entrepreneurship, Corporate Finance, Finance, Credit Risk
Education
Bucknell University 1997 — 2001
B.S., Computer Science, Engineering
Fundation Group LLC September 2011 - Present
MyCrew Mobile February 2013 - February 2013
Centerview Partners June 2007 - September 2011
Keefe, Bruyette & Woods July 2001 - June 2007
KBW Capital Partners 2006 - 2007
Skills
Investment Banking, Private Equity, Venture Capital, Valuation, Financial Services, Mergers & Acquisitions, Loans, Investments, Business Strategy, New Business Development, Strategic Planning, Negotiation, Credit, Start-ups, Entrepreneurship, Corporate Finance, Finance, Credit Risk
Education
Bucknell University 1997 — 2001
B.S., Computer Science, Engineering
Brian Cady Brian Cady's Fundation Group LLC Experience August 2015 - Present
Job Customer Relationship Manager at Fundation Group LLC
Industry Banking
Experience
Fundation Group LLC August 2015 - Present
Middlebury Securities LLC. June 2015 - Present
Fundation Group LLC 2015 - 2015
Fundation Group LLC 2015 - 2015
Fundation Group LLC 2015 - 2015
Fundation Group LLC 2015 - 2015
Stonybrook Capital 2013 - 2014
Princeton Club of New York April 2013 - August 2013
FactSet October 2012 - March 2013
Berkery, Noyes & Co., LLC June 2010 - August 2010
Skills
Statistics, Valuation, Finance, Investments, Investment Banking
Education
Middlebury College 2007 — 2011
Bachelor of Arts, Psychology
Rye High School 2003 — 2007
Tuck School of Business at Dartmouth
Fundation Group LLC August 2015 - Present
Middlebury Securities LLC. June 2015 - Present
Fundation Group LLC 2015 - 2015
Fundation Group LLC 2015 - 2015
Fundation Group LLC 2015 - 2015
Fundation Group LLC 2015 - 2015
Stonybrook Capital 2013 - 2014
Princeton Club of New York April 2013 - August 2013
FactSet October 2012 - March 2013
Berkery, Noyes & Co., LLC June 2010 - August 2010
Skills
Statistics, Valuation, Finance, Investments, Investment Banking
Education
Middlebury College 2007 — 2011
Bachelor of Arts, Psychology
Rye High School 2003 — 2007
Tuck School of Business at Dartmouth
Mark Benson Mark Benson's Fundation Group LLC Experience 2014 - Present
Job Executive Vice President, Chief Revenue Officer at Fundation Group LLC
Industry Marketing and Advertising
Experience
Fundation Group LLC 2014 - Present
Mark E. Benson & Associates, Inc. 2012 - 2014
Double Rock Corporation 2010 - 2012
KeyCorp 2000 - 2003
Skills
Integrated Marketing, Lead Generation, Lead Management, Database Marketing, Direct Marketing, Development of..., Turn Around Management, Public Relations, Marketing Communications, Market Research, Social Media, CRM, P&L Responsibility, Creative Services, Consumer Insight, B2B Marketing, B2B2C, B2C, Digital Marketing, Strategic Planning, Marketing Strategy, Leadership, Marketing, Business Development, Start-ups, Financial Services, Customer Insight, Mobile Marketing, Sales Management, Advertising, Strategy, Sales, Entrepreneurship, Direct Mail, Corporate Communications, Market Planning, SEO, Executive Management, Product Development, Customer Acquisition, Online Advertising, Business Strategy, Digital Strategy, Product Launch, Strategic Partnerships, Management, Trade Shows, Sales Operations, Brand Development, Multi-channel Marketing
Education
City University of New York-Brooklyn College 1981 — 1985
B.A., Political Science
Fundation Group LLC 2014 - Present
Mark E. Benson & Associates, Inc. 2012 - 2014
Double Rock Corporation 2010 - 2012
KeyCorp 2000 - 2003
Skills
Integrated Marketing, Lead Generation, Lead Management, Database Marketing, Direct Marketing, Development of..., Turn Around Management, Public Relations, Marketing Communications, Market Research, Social Media, CRM, P&L Responsibility, Creative Services, Consumer Insight, B2B Marketing, B2B2C, B2C, Digital Marketing, Strategic Planning, Marketing Strategy, Leadership, Marketing, Business Development, Start-ups, Financial Services, Customer Insight, Mobile Marketing, Sales Management, Advertising, Strategy, Sales, Entrepreneurship, Direct Mail, Corporate Communications, Market Planning, SEO, Executive Management, Product Development, Customer Acquisition, Online Advertising, Business Strategy, Digital Strategy, Product Launch, Strategic Partnerships, Management, Trade Shows, Sales Operations, Brand Development, Multi-channel Marketing
Education
City University of New York-Brooklyn College 1981 — 1985
B.A., Political Science
Andrew Nardella's Fundation Group LLC Experience June 2015 - Present
Job Manager, Loan Administration at Fundation Group LLC
Industry Financial Services
Experience
Fundation Group LLC June 2015 - Present
NewDay USA December 2013 - June 2015
Legal Sea Foods January 2013 - November 2013
GHT Limited June 2012 - August 2012
Dick's Sporting Goods May 2010 - September 2010
UNIVERSAL ENERGY May 2009 - August 2009
Skills
Commercial Lending, Commercial Banking, Mortgage Banking, Marketing, Customer Service, Finance, Microsoft Office, Advertising, FHA Financing, VA Loans, Sales, Mortgage Lending, Photoshop, Microsoft Excel, Adobe Creative Suite, Microsoft Word, Dreamweaver, Social Networking, Social Media Marketing, Wordpress, InDesign
Education
Shepherd University 2009 — 2012
Bachelor's degree, Communication and Media Studies
magruder
Fundation Group LLC June 2015 - Present
NewDay USA December 2013 - June 2015
Legal Sea Foods January 2013 - November 2013
GHT Limited June 2012 - August 2012
Dick's Sporting Goods May 2010 - September 2010
UNIVERSAL ENERGY May 2009 - August 2009
Skills
Commercial Lending, Commercial Banking, Mortgage Banking, Marketing, Customer Service, Finance, Microsoft Office, Advertising, FHA Financing, VA Loans, Sales, Mortgage Lending, Photoshop, Microsoft Excel, Adobe Creative Suite, Microsoft Word, Dreamweaver, Social Networking, Social Media Marketing, Wordpress, InDesign
Education
Shepherd University 2009 — 2012
Bachelor's degree, Communication and Media Studies
magruder
Jacob Heck Jacob Heck's Fundation Group LLC Experience September 2013 - November 2013
Job Senior Software Engineer and Technical Architect
Industry Computer Software
Experience
JG Boswell Company May 2015 - Present
CFY November 2013 - May 2015
Fundation Group LLC September 2013 - November 2013
Decade Software Company, LLC May 2012 - September 2013
Moon Valley Software June 2011 - January 2012
Skills
C#, MVC, SQL, Entity Framework, jQuery, AngularJS, CSS, Windows Azure, TFS, ASP.NET MVC, iOS Development, Android Development, Windows Phone, Agile Methodologies, JIRA, SSRS, Crystal Reports, Microsoft SQL Server, Scrum, ASP.NET, Test Driven Development, .NET, Leadership
Education
College of the Sequoias 2008 — 2011
Associate's Degree, Computer Programming
JG Boswell Company May 2015 - Present
CFY November 2013 - May 2015
Fundation Group LLC September 2013 - November 2013
Decade Software Company, LLC May 2012 - September 2013
Moon Valley Software June 2011 - January 2012
Skills
C#, MVC, SQL, Entity Framework, jQuery, AngularJS, CSS, Windows Azure, TFS, ASP.NET MVC, iOS Development, Android Development, Windows Phone, Agile Methodologies, JIRA, SSRS, Crystal Reports, Microsoft SQL Server, Scrum, ASP.NET, Test Driven Development, .NET, Leadership
Education
College of the Sequoias 2008 — 2011
Associate's Degree, Computer Programming
D. Welles Borie D. Welles Borie's Fundation Group LLC Experience July 2015 - Present
Job Customer Relationship Manager at Fundation Group LLC
Industry Financial Services
Experience
Fundation Group LLC July 2015 - Present
J.P. Morgan Private Bank October 2012 - July 2015
J.P. Morgan Private Bank August 2010 - October 2012
Hamilton College September 2007 - May 2010
Circadence June 2009 - July 2009
Time Warner Cable May 2008 - July 2008
Education
Hamilton College 2006 — 2010
B.A., History
The Hotchkiss School 2002 — 2006
Fundation Group LLC July 2015 - Present
J.P. Morgan Private Bank October 2012 - July 2015
J.P. Morgan Private Bank August 2010 - October 2012
Hamilton College September 2007 - May 2010
Circadence June 2009 - July 2009
Time Warner Cable May 2008 - July 2008
Education
Hamilton College 2006 — 2010
B.A., History
The Hotchkiss School 2002 — 2006
J.P. Garofalo J.P. Garofalo's Fundation Group LLC Experience September 2014 - Present
Job Fundation Group, LLC.
Industry Financial Services
Experience
Fundation Group LLC September 2014 - Present
Morgan Stanley October 2013 - September 2014
Wells Fargo Advisors March 2013 - September 2013
Morgan Stanley Wealth Management May 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Financial Modeling, Series 7, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Financial Advisory, Salesforce.com, Series 63, Asset Allocation, Small Business Lending
Education
Middlebury College 2008 — 2013
Bachelors, English
Greens Farms Academy 2004 — 2008
Fundation Group LLC September 2014 - Present
Morgan Stanley October 2013 - September 2014
Wells Fargo Advisors March 2013 - September 2013
Morgan Stanley Wealth Management May 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Financial Modeling, Series 7, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Financial Advisory, Salesforce.com, Series 63, Asset Allocation, Small Business Lending
Education
Middlebury College 2008 — 2013
Bachelors, English
Greens Farms Academy 2004 — 2008
Chris Corinaldi Chris Corinaldi's Fundation Group LLC Experience May 2013 - Present
Job Executive Vice President Head of Portfolio Management at Fundation
Industry Financial Services
Experience
Fundation Group LLC May 2013 - Present
Dell Financial Services September 2008 - May 2013
Small Business Financial Exchange (SBFE) March 2011 - February 2013
Small Business Financial Exchange (SBFE) January 2009 - February 2013
Dell Financial Services June 2007 - September 2008
Dell Financial Services November 2005 - June 2007
Dell Financial Services Canada (CIT) February 2003 - November 2005
CIBC 1999 - 2002
CIBC 1996 - 1999
CIBC 1995 - 1996
Skills
Small Business Lending, Consumer Lending, Risk Management, Credit, Business Strategy, Strategic Financial..., Predictive Analytics, Credit Scoring, Product Management, Database Marketing, Credit Risk, Portfolio Management, Banking, Financial Risk, Financial Services, Finance, Strategy, Process Improvement
Education
Ivey Business School at Western University 1993 — 1995
MBA
Queen's University
BA, Economics
Fundation Group LLC May 2013 - Present
Dell Financial Services September 2008 - May 2013
Small Business Financial Exchange (SBFE) March 2011 - February 2013
Small Business Financial Exchange (SBFE) January 2009 - February 2013
Dell Financial Services June 2007 - September 2008
Dell Financial Services November 2005 - June 2007
Dell Financial Services Canada (CIT) February 2003 - November 2005
CIBC 1999 - 2002
CIBC 1996 - 1999
CIBC 1995 - 1996
Skills
Small Business Lending, Consumer Lending, Risk Management, Credit, Business Strategy, Strategic Financial..., Predictive Analytics, Credit Scoring, Product Management, Database Marketing, Credit Risk, Portfolio Management, Banking, Financial Risk, Financial Services, Finance, Strategy, Process Improvement
Education
Ivey Business School at Western University 1993 — 1995
MBA
Queen's University
BA, Economics
Daniel Gravel's Fundation Group LLC Experience April 2015 - Present
Job Vice President, Assistant General Counsel & Compliance Director at Fundation Group LLC
Industry Law Practice
Experience
Fundation Group LLC April 2015 - Present
Bellicose Capital, LLC August 2012 - April 2015
BoltNagi PC August 2009 - August 2012
Deloitte & Touche August 2006 - May 2009
Skills
Corporate Governance, Corporate Law, Commercial Litigation, Trusts, Risk Management, Legal Research, Litigation, Tax, Intellectual Property, Negotiation, Management, Due Diligence, Trademarks, International Tax
Education
St. John's University School of Law 2003 — 2006
JD
Thayer Academy
Fundation Group LLC April 2015 - Present
Bellicose Capital, LLC August 2012 - April 2015
BoltNagi PC August 2009 - August 2012
Deloitte & Touche August 2006 - May 2009
Skills
Corporate Governance, Corporate Law, Commercial Litigation, Trusts, Risk Management, Legal Research, Litigation, Tax, Intellectual Property, Negotiation, Management, Due Diligence, Trademarks, International Tax
Education
St. John's University School of Law 2003 — 2006
JD
Thayer Academy
Rob Munster's Fundation Group LLC Experience July 2015 - Present
Job Vice President, Technology Services at Fundation Group LLC
Industry Computer Software
Experience
Fundation Group LLC July 2015 - Present
MSD Capital November 2007 - February 2015
Jefferies & Company, Inc September 2002 - June 2007
Skills
SQL, Microsoft SQL Server, Visual Studio, C#, VB.NET, VBA, SSIS, SSRS, ASP.NET, IIS, Perl, .NET, Microsoft Office, HTML, JavaScript, CSS, T-SQL, Visual Basic, Software Development, Web Services, Business Intelligence, Databases, XML
Education
Adelphi University 1998 — 2002
2 BS degrees, Computer Science and Mathematics
Fundation Group LLC July 2015 - Present
MSD Capital November 2007 - February 2015
Jefferies & Company, Inc September 2002 - June 2007
Skills
SQL, Microsoft SQL Server, Visual Studio, C#, VB.NET, VBA, SSIS, SSRS, ASP.NET, IIS, Perl, .NET, Microsoft Office, HTML, JavaScript, CSS, T-SQL, Visual Basic, Software Development, Web Services, Business Intelligence, Databases, XML
Education
Adelphi University 1998 — 2002
2 BS degrees, Computer Science and Mathematics
Bruce Warren's Fundation Group LLC Experience December 2014 - Present
Job Senior Vice President, Partnership Development, Fundation Group
Industry Banking
Experience
Fundation Group LLC December 2014 - Present
Bank of America Practice Solutions October 2011 - December 2014
CORE Capital Consultants, Inc. April 2008 - September 2011
Silver Hill Financial LLC October 2004 - April 2008
Skills
New Business Development, Cross Selling, Sales Management, Loan Structuring, Real Estate, Business, Financial Analysis, Small Business, Valuation, Business Planning, Business Valuation, Financial Modeling, Accounting, Cash Management, Corporate Finance, Underwriting, Commercial Real Estate, Selling, Asset Management, Refinance, Strategic Planning, Analysis, Relationship Management, Mortgage Banking, Sales, Leadership, Financial Structuring, Executive Management, Sales Operations
Education
University of Iowa 1984 — 1988
B.A., Finance
Fundation Group LLC December 2014 - Present
Bank of America Practice Solutions October 2011 - December 2014
CORE Capital Consultants, Inc. April 2008 - September 2011
Silver Hill Financial LLC October 2004 - April 2008
Skills
New Business Development, Cross Selling, Sales Management, Loan Structuring, Real Estate, Business, Financial Analysis, Small Business, Valuation, Business Planning, Business Valuation, Financial Modeling, Accounting, Cash Management, Corporate Finance, Underwriting, Commercial Real Estate, Selling, Asset Management, Refinance, Strategic Planning, Analysis, Relationship Management, Mortgage Banking, Sales, Leadership, Financial Structuring, Executive Management, Sales Operations
Education
University of Iowa 1984 — 1988
B.A., Finance
Guy Nussbaum's Fundation Group LLC Experience February 2015 - Present
Job SVP Technology Services at Fundation Group LLC
Industry Information Technology and Services
Experience
Fundation Group LLC February 2015 - Present
Fundation, Inc. May 2013 - Present
NYC Department of Education March 2011 - May 2013
Millin Associates October 2008 - March 2011
NYC Department of Information Technology & Telecommunications June 2008 - October 2008
GunsAmerica.com March 2007 - January 2008
MyRegistry.com March 2006 - February 2007
Tefen October 2002 - November 2002
NetSuite October 2001 - September 2002
dELiA*s February 2000 - April 2001
Skills
Microsoft SQL Server, JavaScript, XML, ASP.NET, SQL, C#, .NET, AJAX, Java, jQuery, HTML, CSS, Web Services, Web Applications, PHP, WCF, Web Development, ASP, HTML 5, Mobile Applications, Software Development, Databases, SDLC, Management, Agile Methodologies, Networking, MVC, Software Project...
Education
City University of New York-College of Staten Island 2006 — 2009
MS, Computer Science
City University of New York-College of Staten Island 2002 — 2006
BS, Computer Science
Fundation Group LLC February 2015 - Present
Fundation, Inc. May 2013 - Present
NYC Department of Education March 2011 - May 2013
Millin Associates October 2008 - March 2011
NYC Department of Information Technology & Telecommunications June 2008 - October 2008
GunsAmerica.com March 2007 - January 2008
MyRegistry.com March 2006 - February 2007
Tefen October 2002 - November 2002
NetSuite October 2001 - September 2002
dELiA*s February 2000 - April 2001
Skills
Microsoft SQL Server, JavaScript, XML, ASP.NET, SQL, C#, .NET, AJAX, Java, jQuery, HTML, CSS, Web Services, Web Applications, PHP, WCF, Web Development, ASP, HTML 5, Mobile Applications, Software Development, Databases, SDLC, Management, Agile Methodologies, Networking, MVC, Software Project...
Education
City University of New York-College of Staten Island 2006 — 2009
MS, Computer Science
City University of New York-College of Staten Island 2002 — 2006
BS, Computer Science
William Ogden's Fundation Group LLC Experience March 2014 - Present
Job Vice President at Fundation Group LLC
Industry Financial Services
Experience
Fundation Group LLC March 2014 - Present
Jefferies LLC August 2012 - March 2014
Jefferies & Company June 2011 - August 2011
XR Trading July 2007 - April 2010
Bank of America June 2006 - July 2007
Skills
Financial Modeling, Capital Markets, Bloomberg, Equities, Valuation, Investment Banking, Corporate Finance, Derivatives, Financial Analysis
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Davidson College 2002 — 2006
Bachelor of Arts (B.A.), History, Economics
Fundation Group LLC March 2014 - Present
Jefferies LLC August 2012 - March 2014
Jefferies & Company June 2011 - August 2011
XR Trading July 2007 - April 2010
Bank of America June 2006 - July 2007
Skills
Financial Modeling, Capital Markets, Bloomberg, Equities, Valuation, Investment Banking, Corporate Finance, Derivatives, Financial Analysis
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Davidson College 2002 — 2006
Bachelor of Arts (B.A.), History, Economics
Stephanie (Stephanie Lupo) Vitti's Fundation Group LLC Experience August 2014 - February 2015
Job Financial Services Professional at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Fundation Group LLC August 2014 - February 2015
Morgan Stanley Wealth Management July 2009 - June 2014
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Pace Women's Justice Center June 2006 - August 2006
Skills
Fixed Income, Capital Markets, Investments, Bonds, Structured Products, Wealth Management, Series 7, Financial Markets, Sales, Leadership, Bloomberg, Microsoft Excel, Asset Allocation, Bloomberg Terminal, Business Development, Sales Presentations, Morningstar, Municipal Bonds, Government Bonds, High Yield Bonds, Portfolio Management
Education
Cornell University 2005 — 2009
BS, Industrial and Labor Relations
Port Chester High School 2001 — 2005
High School
Morgan Stanley September 2015 - Present
Fundation Group LLC August 2014 - February 2015
Morgan Stanley Wealth Management July 2009 - June 2014
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Pace Women's Justice Center June 2006 - August 2006
Skills
Fixed Income, Capital Markets, Investments, Bonds, Structured Products, Wealth Management, Series 7, Financial Markets, Sales, Leadership, Bloomberg, Microsoft Excel, Asset Allocation, Bloomberg Terminal, Business Development, Sales Presentations, Morningstar, Municipal Bonds, Government Bonds, High Yield Bonds, Portfolio Management
Education
Cornell University 2005 — 2009
BS, Industrial and Labor Relations
Port Chester High School 2001 — 2005
High School