Graystone Consulting
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Graystone Consulting Employees
Employee
Years
Job
Industry
Christian H May Christian H May's Graystone Consulting Experience July 2015 - Present
Job Registered Associate at Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting July 2015 - Present
Graystone Consulting March 2014 - Present
Northwestern Mutual May 2011 - October 2013
Skills
Series 7, Institutional..., Hedge Funds, Institutional Relations, Mutual Funds, Reporting & Analysis, Private Equity, Financial Analysis, Finance, Long Term Care Insurance, Alternative Investments, Fixed Annuities, Disability Insurance, Life Insurance, Retirement, IRAs, College Savings Plans, Retirement Planning, Insurance, Financial Services, Asset Allocation, Wealth Accumulation, Strategic Financial..., Wealth Management, Series 66, Microsoft Office, Microsoft Excel, PowerPoint
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Bishop Eustace 2005 — 2009
General Curriculum
OLGC
Graystone Consulting July 2015 - Present
Graystone Consulting March 2014 - Present
Northwestern Mutual May 2011 - October 2013
Skills
Series 7, Institutional..., Hedge Funds, Institutional Relations, Mutual Funds, Reporting & Analysis, Private Equity, Financial Analysis, Finance, Long Term Care Insurance, Alternative Investments, Fixed Annuities, Disability Insurance, Life Insurance, Retirement, IRAs, College Savings Plans, Retirement Planning, Insurance, Financial Services, Asset Allocation, Wealth Accumulation, Strategic Financial..., Wealth Management, Series 66, Microsoft Office, Microsoft Excel, PowerPoint
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Bishop Eustace 2005 — 2009
General Curriculum
OLGC
Alexandra Nolan Alexandra Nolan's Graystone Consulting Experience April 2014 - Present
Job Institutional Consulting Analyst
Industry Financial Services
Experience
Graystone Consulting April 2014 - Present
Morgan Stanley August 2013 - April 2014
Carahsoft Technology Corp. August 2011 - August 2013
U.S. Department of Housing and Urban Development June 2009 - August 2010
Skills
Salesforce.com, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Spanish, Customer Service, Marketing, Sales, Facebook, Social Networking, Management, Public Speaking, Account Management, Lead Generation
Education
Dickinson College 2007 — 2011
Bachelor of Arts, International Business and Management, Spanish
University of Málaga 2008 — 2009
Georgetown Visitation Preparatory High School 2003 — 2007
Graystone Consulting April 2014 - Present
Morgan Stanley August 2013 - April 2014
Carahsoft Technology Corp. August 2011 - August 2013
U.S. Department of Housing and Urban Development June 2009 - August 2010
Skills
Salesforce.com, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Spanish, Customer Service, Marketing, Sales, Facebook, Social Networking, Management, Public Speaking, Account Management, Lead Generation
Education
Dickinson College 2007 — 2011
Bachelor of Arts, International Business and Management, Spanish
University of Málaga 2008 — 2009
Georgetown Visitation Preparatory High School 2003 — 2007
Jonathan Gordon, CAIA Jonathan Gordon, CAIA's Graystone Consulting Experience August 2006 - August 2012
Job Senior Investment Research Analyst at CapTrust Advisors, LLC
Industry Financial Services
Experience
CapTrust Advisors, LLC August 2012 - Present
Graystone Consulting August 2006 - August 2012
Smith Barney 2006 - 2008
Skills
Asset Allocation, Investments, Alternative Investments, Mutual Funds, Wealth Management, Investment Advisory, Series 7, Portfolio Management, Equities, Hedge Funds, Due Diligence, Institutional..., Investment Strategies, Financial Analysis, Tactical Asset..., Retirement Planning, Financial Planning, Securities, Asset Managment, Investment Management, Financial Modeling, Financial Services, Finance, Private Equity, Real Estate Private..., Commodity Markets, Series 65, Series 63, CAIA, LDI
Education
University of South Florida - College of Business Administration 2002 — 2007
Bachelor of Science (B.S.), Finance, General
University of South Florida 2002 — 2006
Bachelor's Degree, Bachelors of Arts - Marketing
CapTrust Advisors, LLC August 2012 - Present
Graystone Consulting August 2006 - August 2012
Smith Barney 2006 - 2008
Skills
Asset Allocation, Investments, Alternative Investments, Mutual Funds, Wealth Management, Investment Advisory, Series 7, Portfolio Management, Equities, Hedge Funds, Due Diligence, Institutional..., Investment Strategies, Financial Analysis, Tactical Asset..., Retirement Planning, Financial Planning, Securities, Asset Managment, Investment Management, Financial Modeling, Financial Services, Finance, Private Equity, Real Estate Private..., Commodity Markets, Series 65, Series 63, CAIA, LDI
Education
University of South Florida - College of Business Administration 2002 — 2007
Bachelor of Science (B.S.), Finance, General
University of South Florida 2002 — 2006
Bachelor's Degree, Bachelors of Arts - Marketing
Trissa Monaghan Trissa Monaghan's Graystone Consulting Experience July 2015 - Present
Job Registered Associate at Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting July 2015 - Present
AMS.NET December 2013 - Present
Graystone Consulting September 2014 - June 2015
Graystone Consulting March 2014 - September 2014
Graystone Consulting May 2013 - March 2014
AMS.NET December 2011 - May 2013
El Vaquerito Newspaper August 2010 - June 2011
Self Employed Jewelry Designer 2005 - 2010
Skills
Series 7, Series 66, Microsoft Excel, PowerPoint, Microsoft Word, Team Leadership, Microsoft Office, Sales, Salesforce.com, Stata, PARis, Morningstar, Zephyr Style Advisor, Finance, Wealth Management, Social Collaboration
Education
Sonoma State University 2011 — 2015
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Business, Economics; Finance concentration, 3.862 GPA
Livermore High School
Graystone Consulting July 2015 - Present
AMS.NET December 2013 - Present
Graystone Consulting September 2014 - June 2015
Graystone Consulting March 2014 - September 2014
Graystone Consulting May 2013 - March 2014
AMS.NET December 2011 - May 2013
El Vaquerito Newspaper August 2010 - June 2011
Self Employed Jewelry Designer 2005 - 2010
Skills
Series 7, Series 66, Microsoft Excel, PowerPoint, Microsoft Word, Team Leadership, Microsoft Office, Sales, Salesforce.com, Stata, PARis, Morningstar, Zephyr Style Advisor, Finance, Wealth Management, Social Collaboration
Education
Sonoma State University 2011 — 2015
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Business, Economics; Finance concentration, 3.862 GPA
Livermore High School
Riley Stephenson, CFA Riley Stephenson, CFA's Graystone Consulting Experience June 2011 - April 2014
Job Wealth Advisor at Stephenson and Company
Industry Financial Services
Experience
Stephenson & Company April 2014 - Present
Graystone Consulting June 2011 - April 2014
Skills
Wealth Management, Investment Management, Asset Allocation, Financial Analysis, Investment Policy
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics
Stephenson & Company April 2014 - Present
Graystone Consulting June 2011 - April 2014
Skills
Wealth Management, Investment Management, Asset Allocation, Financial Analysis, Investment Policy
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics
JP Szabo JP Szabo's Graystone Consulting Experience October 2006 - July 2014
Job Consulting Group at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley Private Wealth Management January 2012 - July 2014
Graystone Consulting October 2006 - July 2014
Smith Barney February 2006 - September 2006
Skills
Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Mutual Funds, Portfolio Management, Separately Managed..., Series 63, Series 7, Investment Strategies, Retirement Planning, Wealth Management
Education
Rochester Institute of Technology 2001 — 2005
BS, Finance, General
United Nations International School
Morgan Stanley October 2014 - Present
Morgan Stanley Private Wealth Management January 2012 - July 2014
Graystone Consulting October 2006 - July 2014
Smith Barney February 2006 - September 2006
Skills
Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Mutual Funds, Portfolio Management, Separately Managed..., Series 63, Series 7, Investment Strategies, Retirement Planning, Wealth Management
Education
Rochester Institute of Technology 2001 — 2005
BS, Finance, General
United Nations International School
Emmit Visconti's Graystone Consulting Experience September 2012 - May 2013
Job Financial Analyst at Keysight Technologies
Industry Electrical/Electronic Manufacturing
Experience
Keysight Technologies August 2013 - Present
Graystone Consulting September 2012 - May 2013
Agilent Technologies June 2012 - August 2012
Graystone Consulting September 2011 - May 2012
Sonoma State University Conference and Events Services August 2009 - August 2011
Skills
Microsoft Excel, Marketing, Customer Service, Time Management, Financial Analysis, Finance, Financial Modeling, Stata (Statistical..., Banking, Leadership, Social Networking, Research, Public Speaking, Event Planning, Management, Teamwork
Education
Sonoma State University 2009 — 2013
BA, Economics, Business Administration, Summa Cum Laude
Keysight Technologies August 2013 - Present
Graystone Consulting September 2012 - May 2013
Agilent Technologies June 2012 - August 2012
Graystone Consulting September 2011 - May 2012
Sonoma State University Conference and Events Services August 2009 - August 2011
Skills
Microsoft Excel, Marketing, Customer Service, Time Management, Financial Analysis, Finance, Financial Modeling, Stata (Statistical..., Banking, Leadership, Social Networking, Research, Public Speaking, Event Planning, Management, Teamwork
Education
Sonoma State University 2009 — 2013
BA, Economics, Business Administration, Summa Cum Laude
Kiefer Dobbs's Graystone Consulting Experience May 2012 - August 2012
Job Network Engineer at Hughes Network Systems
Industry Information Technology and Services
Experience
Hughes Network Systems December 2014 - Present
Welch Packaging October 2014 - December 2014
Cook Medical April 2013 - July 2014
Graystone Consulting May 2012 - August 2012
Brebeuf Jesuit Preparatory School January 2007 - August 2009
Skills
Windows, Linux, Microsoft Office, HTML, Troubleshooting, Microsoft SQL Server, Customer Service, Visual Basic, Mac, Windows Server, Network Administration, Visio, Robotics, Mobile Technology, VMware, VMware ESX
Education
Purdue University 2009 — 2014
Bachelor of Science (BS), Computer Information Technology (Information Systems)
Brebeuf Jesuit High School 2005 — 2009
Hughes Network Systems December 2014 - Present
Welch Packaging October 2014 - December 2014
Cook Medical April 2013 - July 2014
Graystone Consulting May 2012 - August 2012
Brebeuf Jesuit Preparatory School January 2007 - August 2009
Skills
Windows, Linux, Microsoft Office, HTML, Troubleshooting, Microsoft SQL Server, Customer Service, Visual Basic, Mac, Windows Server, Network Administration, Visio, Robotics, Mobile Technology, VMware, VMware ESX
Education
Purdue University 2009 — 2014
Bachelor of Science (BS), Computer Information Technology (Information Systems)
Brebeuf Jesuit High School 2005 — 2009
Jennifer Hinnant Jennifer Hinnant's Graystone Consulting Experience November 2006 - July 2014
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Graystone Consulting November 2006 - July 2014
Smith Barney April 1999 - October 2006
Skills
Microsoft Office
Education
North Carolina State University 1995 — 1999
Bachelor of Science (BS), Business Management, Finance
Morgan Stanley August 2014 - Present
Graystone Consulting November 2006 - July 2014
Smith Barney April 1999 - October 2006
Skills
Microsoft Office
Education
North Carolina State University 1995 — 1999
Bachelor of Science (BS), Business Management, Finance
Devon Latimer Devon Latimer's Graystone Consulting Experience June 2012 - Present
Job Analyst at Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting June 2012 - Present
Graystone Consulting June 2011 - June 2012
Otterbein University August 2009 - June 2011
Skills
Microsoft Excel, Microsoft Office, Series 7, Financial Analysis, Customer Service, Microsoft Word, PowerPoint, Leadership, Time Management, Research, Sales, Risk Management
Education
Otterbein University 2008 — 2012
Bachelor of Science (BS), Finance, General
Otterbein University 2008 — 2012
Bachelor of Science (BS), Economics
Maastricht University 2010 — 2010
International Business
Graystone Consulting June 2012 - Present
Graystone Consulting June 2011 - June 2012
Otterbein University August 2009 - June 2011
Skills
Microsoft Excel, Microsoft Office, Series 7, Financial Analysis, Customer Service, Microsoft Word, PowerPoint, Leadership, Time Management, Research, Sales, Risk Management
Education
Otterbein University 2008 — 2012
Bachelor of Science (BS), Finance, General
Otterbein University 2008 — 2012
Bachelor of Science (BS), Economics
Maastricht University 2010 — 2010
International Business
Jim Leckinger CPA® CFA® CIMA® Jim Leckinger CPA® CFA® CIMA®'s Graystone Consulting Experience September 2014 - Present
Job Senior Vice President Investment Consultant at Graystone Consulting, NMLS #1398796
Industry Investment Management
Experience
Graystone Consulting September 2014 - Present
Northern Trust May 2000 - September 2014
First Oak Brook Bancshares, Inc. June 1988 - May 2000
US Navy May 1984 - June 1988
Skills
Investment Management, Investment Strategies, Portfolio Management, Investments, Asset Allocation, Financial Advisory, Investment Policy, Investment Advisory..., Investment Advisory, Asset Managment, Finance, Financial Services, Alternative Investments, Investment Banking, Asset Management, Hedge Funds, Equities, Wealth Management
Education
University of Chicago Graduate School of Business 1990 — 1993
Master of Business Administration (MBA), Accounting and Finance, Graduated with Honors
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Finance, Graduated with High Honors
Graystone Consulting September 2014 - Present
Northern Trust May 2000 - September 2014
First Oak Brook Bancshares, Inc. June 1988 - May 2000
US Navy May 1984 - June 1988
Skills
Investment Management, Investment Strategies, Portfolio Management, Investments, Asset Allocation, Financial Advisory, Investment Policy, Investment Advisory..., Investment Advisory, Asset Managment, Finance, Financial Services, Alternative Investments, Investment Banking, Asset Management, Hedge Funds, Equities, Wealth Management
Education
University of Chicago Graduate School of Business 1990 — 1993
Master of Business Administration (MBA), Accounting and Finance, Graduated with Honors
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Finance, Graduated with High Honors
Lisa Gervais, CFP® Lisa Gervais, CFP®'s Graystone Consulting Experience March 2011 - May 2014
Job provides tailored financial services to businesses and individuals
Industry Financial Services
Experience
Graystone Consulting March 2011 - May 2014
First Allied/ Advanced Equities 2011- Present January 2011 - February 2011
Merrill Lynch 2006 June 2006 - September 2010
Washington Mutual and WM Financial Services 2005 August 2005 - March 2006
Morgan Stanley June 2004 - April 2005
2004-2005 January 1999 - January 2000
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
BS, Business Administration Finance and Marketing
Graystone Consulting March 2011 - May 2014
First Allied/ Advanced Equities 2011- Present January 2011 - February 2011
Merrill Lynch 2006 June 2006 - September 2010
Washington Mutual and WM Financial Services 2005 August 2005 - March 2006
Morgan Stanley June 2004 - April 2005
2004-2005 January 1999 - January 2000
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
BS, Business Administration Finance and Marketing
Kevin Finch, CFA Kevin Finch, CFA's Graystone Consulting Experience September 2014 - Present
Job Business Professional at Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting September 2014 - Present
Northern Trust June 2012 - September 2014
Newedge USA LLC December 2009 - June 2012
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Analytical Finance
University of South Carolina-Columbia
BS, Investment Finance
Graystone Consulting September 2014 - Present
Northern Trust June 2012 - September 2014
Newedge USA LLC December 2009 - June 2012
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Analytical Finance
University of South Carolina-Columbia
BS, Investment Finance
Jason Kraynak's Graystone Consulting Experience October 2010 - Present
Job Consulting Group Analyst at Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting October 2010 - Present
American Bank July 2007 - October 2010
Wells Fargo June 2006 - July 2007
Skills
Portfolio Management, Hedge Funds, Series 7, Series 66, Mutual Funds, Investments, Alternative Investments, Performance Reporting, Asset Management, Asset Allocation, Endowments, Foundations, High Net Worth..., Modern Portfolio Theory, Financial Analysis, Zephyr Style Advisor, Mortgage Lending, Mortgage Underwriting, Mortgage Banking, Credit Risk, Credit Analysis, Investment Strategies, Equities, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Master of Business Administration (MBA)
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
Graystone Consulting October 2010 - Present
American Bank July 2007 - October 2010
Wells Fargo June 2006 - July 2007
Skills
Portfolio Management, Hedge Funds, Series 7, Series 66, Mutual Funds, Investments, Alternative Investments, Performance Reporting, Asset Management, Asset Allocation, Endowments, Foundations, High Net Worth..., Modern Portfolio Theory, Financial Analysis, Zephyr Style Advisor, Mortgage Lending, Mortgage Underwriting, Mortgage Banking, Credit Risk, Credit Analysis, Investment Strategies, Equities, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Master of Business Administration (MBA)
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
Brett Herbison Brett Herbison's Graystone Consulting Experience September 2014 - Present
Job Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting September 2014 - Present
Northern Trust October 2012 - September 2014
Northern Trust October 2009 - September 2012
BMO Harris Bank June 2008 - October 2009
New York Mets June 1995 - August 2002
Skills
Portfolio Management, Portfolio Construction, Asset Allocation, Foundations & Endowments, Nonprofits, Wealth Management, Asset Management
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (B.S.), Finance
Graystone Consulting September 2014 - Present
Northern Trust October 2012 - September 2014
Northern Trust October 2009 - September 2012
BMO Harris Bank June 2008 - October 2009
New York Mets June 1995 - August 2002
Skills
Portfolio Management, Portfolio Construction, Asset Allocation, Foundations & Endowments, Nonprofits, Wealth Management, Asset Management
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (B.S.), Finance
Craigan Gray, MD, MBA, JD Craigan Gray, MD, MBA, JD's Graystone Consulting Experience June 2012 - April 2013
Job Adjunct Professor of Law at Regent University School of Law
Industry Hospital & Health Care
Experience
Regent University School of Law January 2015 - Present
Salient Management Systems April 2013 - Present
Graystone Consulting June 2012 - April 2013
DHHS April 2009 - June 2012
Bon Secours Health System Kentucky May 2006 - April 2009
Asheville Women's Medical Center November 1975 - June 2002
Skills
Medicaid, Healthcare Information..., Healthcare, Health Policy, Healthcare Management, Medicare, Managed Care, Policy, Government, Strategic Planning, Public Speaking, Policy Analysis, Quality Improvement, Hospitals, Public Policy, Legislative Relations, Clinical Research, Physician Relations, Healthcare Consulting, Medicine, Utilization Management, Physicians, EHR, Program Development, Revenue Cycle, Leadership, Practice Management, HIPAA, Healthcare Industry, EMR, Disease Management, Provider Relations, Health Information..., Patient Safety, Health Information..., Healthcare Analytics, HL7, Health Care Reform, Network Development
Education
Regent University School of Law 2002 — 2005
Doctor of Law (JD)
Western Carolina University 1987 — 1990
MBA, Business
Stanford University School of Medicine 1969 — 1972
Residency in Obstetrics and Gynecology
University of Virginia 1968 — 1969
Intern in Medicine, Internal Medicine Residency Program
Loma Linda University 1964 — 1968
Doctor of Medicine (MD), Program, Alpha Omega Alpha
Regent University School of Law January 2015 - Present
Salient Management Systems April 2013 - Present
Graystone Consulting June 2012 - April 2013
DHHS April 2009 - June 2012
Bon Secours Health System Kentucky May 2006 - April 2009
Asheville Women's Medical Center November 1975 - June 2002
Skills
Medicaid, Healthcare Information..., Healthcare, Health Policy, Healthcare Management, Medicare, Managed Care, Policy, Government, Strategic Planning, Public Speaking, Policy Analysis, Quality Improvement, Hospitals, Public Policy, Legislative Relations, Clinical Research, Physician Relations, Healthcare Consulting, Medicine, Utilization Management, Physicians, EHR, Program Development, Revenue Cycle, Leadership, Practice Management, HIPAA, Healthcare Industry, EMR, Disease Management, Provider Relations, Health Information..., Patient Safety, Health Information..., Healthcare Analytics, HL7, Health Care Reform, Network Development
Education
Regent University School of Law 2002 — 2005
Doctor of Law (JD)
Western Carolina University 1987 — 1990
MBA, Business
Stanford University School of Medicine 1969 — 1972
Residency in Obstetrics and Gynecology
University of Virginia 1968 — 1969
Intern in Medicine, Internal Medicine Residency Program
Loma Linda University 1964 — 1968
Doctor of Medicine (MD), Program, Alpha Omega Alpha
Josh Shaffer, CFA Josh Shaffer, CFA's Graystone Consulting Experience June 2007 - August 2007
Job Analyst at Elmrox Investment Group
Industry Investment Management
Experience
Elmrox Investment Group March 2015 - Present
SCS Financial June 2010 - February 2015
Goshen Investments May 2009 - August 2009
Graystone Consulting June 2007 - August 2007
Skills
Market Research, Hedge Funds, Portfolio Management, Finance, Alternative Investments, Asset Allocation, Asset Managment, Emerging Markets, Bloomberg, Financial Analysis, Trading, Economics, Asset Management, Equity Research, Fixed Income
Education
Miami University 2006 — 2010
B.S., Finance
Elmrox Investment Group March 2015 - Present
SCS Financial June 2010 - February 2015
Goshen Investments May 2009 - August 2009
Graystone Consulting June 2007 - August 2007
Skills
Market Research, Hedge Funds, Portfolio Management, Finance, Alternative Investments, Asset Allocation, Asset Managment, Emerging Markets, Bloomberg, Financial Analysis, Trading, Economics, Asset Management, Equity Research, Fixed Income
Education
Miami University 2006 — 2010
B.S., Finance
Edward (Nathan) Porras's Graystone Consulting Experience November 2012 - May 2013
Job Passion for Data Research and Analysis
Industry Consumer Services
Experience
shopkick March 2015 - Present
InnVision Shelter Network December 2013 - February 2015
Wells Fargo June 2013 - July 2013
Graystone Consulting November 2012 - May 2013
Universal McCann June 2012 - August 2012
Wells Fargo January 2011 - January 2012
Congressional Hispanic Caucus Institute May 2010 - August 2010
Skills
Microsoft Excel, Leadership, Strategy, PowerPoint, Time Management, Research, Data Analysis, Microsoft Word, Market Research, Spanish-English, Compliance, Presentations, Negotiation, Employee Training, Media Planning, Outlook, Stata, Digital Media, Advertising, comScore, MediaMind, social strategy, audience research, Stradegy, AdRelevance, Tableau, SQL
Education
Sonoma State University School of Business and Economics 2011 — 2014
Bachelor of Arts (B.A.), Economics
shopkick March 2015 - Present
InnVision Shelter Network December 2013 - February 2015
Wells Fargo June 2013 - July 2013
Graystone Consulting November 2012 - May 2013
Universal McCann June 2012 - August 2012
Wells Fargo January 2011 - January 2012
Congressional Hispanic Caucus Institute May 2010 - August 2010
Skills
Microsoft Excel, Leadership, Strategy, PowerPoint, Time Management, Research, Data Analysis, Microsoft Word, Market Research, Spanish-English, Compliance, Presentations, Negotiation, Employee Training, Media Planning, Outlook, Stata, Digital Media, Advertising, comScore, MediaMind, social strategy, audience research, Stradegy, AdRelevance, Tableau, SQL
Education
Sonoma State University School of Business and Economics 2011 — 2014
Bachelor of Arts (B.A.), Economics
Kate McShane Kate McShane's Graystone Consulting Experience May 2010 - June 2011
Job Marketing at Morgan Stanley
Industry Executive Office
Experience
Morgan Stanley Wealth Management April 2013 - Present
Barrett Office Suites & Services LLC August 2012 - February 2013
Raymond James Financial Inc. June 2011 - July 2012
Graystone Consulting May 2010 - June 2011
Skills
Administrative..., Office Management, Outlook, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Office Administration, Microsoft Excel, Event Planning, Spreadsheets
Education
Triton College
University of Phoenix
Morgan Stanley Wealth Management April 2013 - Present
Barrett Office Suites & Services LLC August 2012 - February 2013
Raymond James Financial Inc. June 2011 - July 2012
Graystone Consulting May 2010 - June 2011
Skills
Administrative..., Office Management, Outlook, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Office Administration, Microsoft Excel, Event Planning, Spreadsheets
Education
Triton College
University of Phoenix
Matthew Hodges Matthew Hodges's Graystone Consulting Experience October 2011 - May 2014
Job Senior Director Platform Deployment at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Graystone Consulting October 2011 - May 2014
Morgan Stanley Smith BarneyConsulting Group December 2001 - September 2009
Smith Barney Inc December 1999 - December 2001
Salomon Smith Barney Inc March 1997 - December 1999
Savings of America July 1995 - March 1997
SWBC 1992 - 1995
Fidelity Pension Services 1990 - 1992
Skills
Series 7, Mutual Funds, Asset Allocation, Wealth Management, Alternative Investments, Investments, Retirement Planning, Asset Managment, 401k, Investment Advisory, Financial Advisory, Series 65, Separately Managed..., Retirement, Fixed Annuities, ETFs, FINRA, Series 63, Asset Management
Education
Stephen F. Austin State University 1986 — 1990
Bachelor of Business Administration
Eisenhower 1982 — 1985
Fidelity Investments June 2014 - Present
Graystone Consulting October 2011 - May 2014
Morgan Stanley Smith BarneyConsulting Group December 2001 - September 2009
Smith Barney Inc December 1999 - December 2001
Salomon Smith Barney Inc March 1997 - December 1999
Savings of America July 1995 - March 1997
SWBC 1992 - 1995
Fidelity Pension Services 1990 - 1992
Skills
Series 7, Mutual Funds, Asset Allocation, Wealth Management, Alternative Investments, Investments, Retirement Planning, Asset Managment, 401k, Investment Advisory, Financial Advisory, Series 65, Separately Managed..., Retirement, Fixed Annuities, ETFs, FINRA, Series 63, Asset Management
Education
Stephen F. Austin State University 1986 — 1990
Bachelor of Business Administration
Eisenhower 1982 — 1985
Blair Stuart's Graystone Consulting Experience January 2013 - March 2014
Job Institutional Services Associate at United Bankshares, Inc
Industry Financial Services
Experience
United Bankshares, Inc May 2015 - Present
University of Charleston August 2011 - May 2015
BrickStreet Insurance May 2014 - August 2014
Ronald McDonald House of Southern West Virginia August 2013 - May 2014
Graystone Consulting January 2013 - March 2014
Best Buy May 2011 - January 2013
Skills
Financial Analysis, Computers, PowerPoint, Microsoft Excel, Customer Service, Social Media Marketing, Marketing Strategy, Microsoft Office, Time Management, Data Analysis, Public Speaking
Education
The University of Charleston 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
St Pius X High School (Atlanta, Georgia) 2008 — 2011
United Bankshares, Inc May 2015 - Present
University of Charleston August 2011 - May 2015
BrickStreet Insurance May 2014 - August 2014
Ronald McDonald House of Southern West Virginia August 2013 - May 2014
Graystone Consulting January 2013 - March 2014
Best Buy May 2011 - January 2013
Skills
Financial Analysis, Computers, PowerPoint, Microsoft Excel, Customer Service, Social Media Marketing, Marketing Strategy, Microsoft Office, Time Management, Data Analysis, Public Speaking
Education
The University of Charleston 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
St Pius X High School (Atlanta, Georgia) 2008 — 2011
Connor Skelly's Graystone Consulting Experience June 2013 - September 2014
Job Cal Poly Business Admin/Marketing Student
Industry Marketing and Advertising
Experience
Trek Bicycle Store of Santa Rosa May 2012 - Present
Graystone Consulting June 2013 - September 2014
Vacation Bible School, 1st Presbyterian Church of Santa Rosa June 2005 - June 2011
Skills
Sales, Leadership, Bike Repair, Microsoft Excel, Market Research, Working With Children, Event Management, Microsoft Office, Customer Relations, Social Networking, Public Speaking, Team Building, Retail Packaging, Social Media, Event Planning, Graphic Design, Cooking, Drawing, Outdoor Education, Photoshop, Skiing, Mountain Biking, Customer Service
Education
California Polytechnic State University-San Luis Obispo 2012 — 2016
Business, Management, Marketing, and Related Support Services
Trek Bicycle Store of Santa Rosa May 2012 - Present
Graystone Consulting June 2013 - September 2014
Vacation Bible School, 1st Presbyterian Church of Santa Rosa June 2005 - June 2011
Skills
Sales, Leadership, Bike Repair, Microsoft Excel, Market Research, Working With Children, Event Management, Microsoft Office, Customer Relations, Social Networking, Public Speaking, Team Building, Retail Packaging, Social Media, Event Planning, Graphic Design, Cooking, Drawing, Outdoor Education, Photoshop, Skiing, Mountain Biking, Customer Service
Education
California Polytechnic State University-San Luis Obispo 2012 — 2016
Business, Management, Marketing, and Related Support Services
Zachary Hart Zachary Hart's Graystone Consulting Experience June 2015 - Present
Job Student at Miami University
Industry
Experience
Graystone Consulting June 2015 - Present
Toledo Refining Company May 2013 - Present
TDC Companies June 2013 - August 2013
Huntington National Bank June 2012 - August 2012
Skills
Time Management, Bank Reconciliation, QuickBooks, Financial Accounting, Microsoft Excel, Financial Statements, Finance, SAP
Education
Miami University 2011 — 2015
Finance, General
St. John's Jesuit High School 2007 — 2011
Graystone Consulting June 2015 - Present
Toledo Refining Company May 2013 - Present
TDC Companies June 2013 - August 2013
Huntington National Bank June 2012 - August 2012
Skills
Time Management, Bank Reconciliation, QuickBooks, Financial Accounting, Microsoft Excel, Financial Statements, Finance, SAP
Education
Miami University 2011 — 2015
Finance, General
St. John's Jesuit High School 2007 — 2011
CJ Amadi CJ Amadi's Graystone Consulting Experience January 2015 - Present
Job Institutional Consulting Associate at Graystone Consulting A Business of Morgan Stanley
Industry Financial Services
Experience
Graystone Consulting January 2015 - Present
Morgan Stanley Smith Barney December 2011 - December 2014
The Streetevol Blog January 2011 - November 2014
Medco December 2008 - November 2011
City of Trotwood June 2007 - September 2008
Wright State University September 2004 - August 2006
Skills
Data Entry, Call Center, Customer Service, Retirement, Branch Operation, Client Service Oriented, Security, Stocks, Medicine, Pharmacy Technicians, Administrative..., Filing, Legislation, Legislative Research, Public Health, Urban Economics, Cashiering, City Halls, Leadership, Government, Conflict Resolution, Finance, Investment Banking, Marketing, Technology, Training, Call Centers, Time Management, Coaching, Employee Training, Client Services, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Team Building, Sales
Education
Wright State University 2004 — 2008
Bachelor of Science (B.S.), Human Services, General
Kent State University 2002 — 2003
City/Urban, Community and Regional Planning
Graystone Consulting January 2015 - Present
Morgan Stanley Smith Barney December 2011 - December 2014
The Streetevol Blog January 2011 - November 2014
Medco December 2008 - November 2011
City of Trotwood June 2007 - September 2008
Wright State University September 2004 - August 2006
Skills
Data Entry, Call Center, Customer Service, Retirement, Branch Operation, Client Service Oriented, Security, Stocks, Medicine, Pharmacy Technicians, Administrative..., Filing, Legislation, Legislative Research, Public Health, Urban Economics, Cashiering, City Halls, Leadership, Government, Conflict Resolution, Finance, Investment Banking, Marketing, Technology, Training, Call Centers, Time Management, Coaching, Employee Training, Client Services, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Team Building, Sales
Education
Wright State University 2004 — 2008
Bachelor of Science (B.S.), Human Services, General
Kent State University 2002 — 2003
City/Urban, Community and Regional Planning
Kelsey Witkowicki Kelsey Witkowicki's Graystone Consulting Experience June 2011 - September 2011
Job Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting August 2014 - Present
Deloitte Consulting July 2012 - July 2014
Graystone Consulting June 2011 - September 2011
Skills
Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Financial Analysis, Project Management, Team Leadership, Visio, Research, Social Networking, Salesforce.com, Social Media, Access, Program Management, Market Research, Time Management, Leadership
Education
California Polytechnic State University-San Luis Obispo 2010 — 2012
Bachelor of Science (BS), Economics/Finance
Sonoma Valley High School
Deloitte Consulting August 2014 - Present
Deloitte Consulting July 2012 - July 2014
Graystone Consulting June 2011 - September 2011
Skills
Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Financial Analysis, Project Management, Team Leadership, Visio, Research, Social Networking, Salesforce.com, Social Media, Access, Program Management, Market Research, Time Management, Leadership
Education
California Polytechnic State University-San Luis Obispo 2010 — 2012
Bachelor of Science (BS), Economics/Finance
Sonoma Valley High School
Natalie Augustine Natalie Augustine's Graystone Consulting Experience May 2000 - June 2012
Job Retirement & Investment Representative at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group March 2014 - Present
bluepoint Investment Counsel June 2012 - March 2014
Graystone Consulting May 2000 - June 2012
World Wildlife Fund / Far East Chapter June 1994 - July 1997
Skills
Investments, Portfolio Management, Equities, Mutual Funds, Investment Strategies, Financial Analysis, Valuation, Capital Markets, Fixed Income, Hedge Funds, Asset Managment, Alternative Investments, Private Equity, Equity Research, Market Research, Analysis, Derivatives
Education
Дальневосточный Государственный Университет / Far Eastern State University 1989 — 1994
Bachelor of Arts (B.A.), Germanic Languages, Literatures, and Linguistics
CUNA Mutual Group March 2014 - Present
bluepoint Investment Counsel June 2012 - March 2014
Graystone Consulting May 2000 - June 2012
World Wildlife Fund / Far East Chapter June 1994 - July 1997
Skills
Investments, Portfolio Management, Equities, Mutual Funds, Investment Strategies, Financial Analysis, Valuation, Capital Markets, Fixed Income, Hedge Funds, Asset Managment, Alternative Investments, Private Equity, Equity Research, Market Research, Analysis, Derivatives
Education
Дальневосточный Государственный Университет / Far Eastern State University 1989 — 1994
Bachelor of Arts (B.A.), Germanic Languages, Literatures, and Linguistics
Ellie Bell's Graystone Consulting Experience June 2014 - August 2014
Job Student at The College of Wooster
Industry Financial Services
Experience
Ellie Boutique November 2012 - Present
Weeden & Co. June 2015 - August 2015
Graystone Consulting June 2014 - August 2014
Skills
Sales, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Leadership, Teamwork, Microsoft Excel, Time Management, Management, Team Leadership, Customer Service
Education
The College of Wooster 2012 — 2016
Bachelor’s Degree, Business/Managerial Economics
The Ethel Walker School 2010 — 2012
High School Diploma
Ellie Boutique November 2012 - Present
Weeden & Co. June 2015 - August 2015
Graystone Consulting June 2014 - August 2014
Skills
Sales, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Leadership, Teamwork, Microsoft Excel, Time Management, Management, Team Leadership, Customer Service
Education
The College of Wooster 2012 — 2016
Bachelor’s Degree, Business/Managerial Economics
The Ethel Walker School 2010 — 2012
High School Diploma
John W. Granger II John W. Granger II's Graystone Consulting Experience 2008 - Present
Job Executive Director
Industry Investment Management
Experience
Graystone Consulting 2008 - Present
Skills
Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Hedge Funds, Investment Management, Investments, Series 7, Due Diligence, Private Equity
Education
The University of Texas at Austin 1997 — 2001
BA, Economics
Graystone Consulting 2008 - Present
Skills
Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Hedge Funds, Investment Management, Investments, Series 7, Due Diligence, Private Equity
Education
The University of Texas at Austin 1997 — 2001
BA, Economics
Kevin Gilmore Kevin Gilmore's Graystone Consulting Experience March 2009 - May 2010
Job Operations Manager
Industry Financial Services
Experience
Verisight, Inc December 2014 - Present
Verisight, Inc September 2014 - December 2014
Verisight, Inc October 2013 - September 2014
Verisight, Inc August 2012 - October 2013
Verisight, Inc March 2012 - August 2012
DeBoer Financial Group January 2011 - March 2012
Graystone Consulting March 2009 - May 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Outlook, Research, Teamwork, Sales, Social Media, Event Planning, Time Management, Fundraising, Mutual Funds, Market Research, Project Planning
Education
Sonoma State University 2007 — 2010
Business, Finance
Verisight, Inc December 2014 - Present
Verisight, Inc September 2014 - December 2014
Verisight, Inc October 2013 - September 2014
Verisight, Inc August 2012 - October 2013
Verisight, Inc March 2012 - August 2012
DeBoer Financial Group January 2011 - March 2012
Graystone Consulting March 2009 - May 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Outlook, Research, Teamwork, Sales, Social Media, Event Planning, Time Management, Fundraising, Mutual Funds, Market Research, Project Planning
Education
Sonoma State University 2007 — 2010
Business, Finance
John Jordan, CFA's Graystone Consulting Experience January 2008 - May 2012
Job Business Development Executive Vice President at Northern Trust / FlexShares
Industry Financial Services
Experience
FlexShares ETFs - Northern Trust March 2014 - Present
BlackRock May 2012 - March 2014
Graystone Consulting January 2008 - May 2012
Morgan Stanley Smith Barney July 2002 - December 2007
Prudential Securities June 2000 - June 2002
Skills
Alternative Investments, Asset Allocation, Asset Management, Series 7, Mutual Funds, Investment Strategies, ETFs, Hedge Funds, Investment Management, Equities, Wealth Management, Portfolio Management, Investment Advisory, Fixed Income, Series 65, Wealth Management..., Series 63, Separately Managed..., FINRA
Education
Saint Mary's College of California 1998 — 2002
Honors Concentration in Financial Services & Economics, Finance and Economics
FlexShares ETFs - Northern Trust March 2014 - Present
BlackRock May 2012 - March 2014
Graystone Consulting January 2008 - May 2012
Morgan Stanley Smith Barney July 2002 - December 2007
Prudential Securities June 2000 - June 2002
Skills
Alternative Investments, Asset Allocation, Asset Management, Series 7, Mutual Funds, Investment Strategies, ETFs, Hedge Funds, Investment Management, Equities, Wealth Management, Portfolio Management, Investment Advisory, Fixed Income, Series 65, Wealth Management..., Series 63, Separately Managed..., FINRA
Education
Saint Mary's College of California 1998 — 2002
Honors Concentration in Financial Services & Economics, Finance and Economics
James Stoker's Graystone Consulting Experience May 2010 - Present
Job Institutional Consulting Director at Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting May 2010 - Present
WaterStreet Investment Consultants September 2004 - January 2012
Eklektikos Capital Management, LP August 2005 - May 2010
WaterStreet Investment Consultants, LLC 2004 - May 2010
Smith Barney Citigroup May 1985 - September 2004
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Investment Advisory, Portfolio Management, Series 7, Equities, Investments, Wealth Management, Investment Strategies, Retirement Planning, Series 63, Asset Management, Capital Markets, Financial Advisory
Education
University of Arkansas at Fayetteville 1975 — 1978
BS, Business Administration
New Mexico Military Institute 1974 — 1975
AA, Engineering
Graystone Consulting May 2010 - Present
WaterStreet Investment Consultants September 2004 - January 2012
Eklektikos Capital Management, LP August 2005 - May 2010
WaterStreet Investment Consultants, LLC 2004 - May 2010
Smith Barney Citigroup May 1985 - September 2004
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Investment Advisory, Portfolio Management, Series 7, Equities, Investments, Wealth Management, Investment Strategies, Retirement Planning, Series 63, Asset Management, Capital Markets, Financial Advisory
Education
University of Arkansas at Fayetteville 1975 — 1978
BS, Business Administration
New Mexico Military Institute 1974 — 1975
AA, Engineering
Joshua Beitzel's Graystone Consulting Experience January 2005 - December 2009
Job Endowment Investment Professional at Denison University
Industry Financial Services
Experience
Denison University January 2010 - Present
Graystone Consulting January 2005 - December 2009
Skills
Economics, PowerPoint, Excel, Word, Microsoft Office, Statistics, Microsoft Excel, Higher Education, Microsoft Word, Investments, Financial Modeling, Analysis, Financial Analysis, Data Analysis, Asset Management, Management, Portfolio Management, Alternative Investments, Equities, Hedge Funds, Valuation, Mutual Funds, Private Equity, Leadership
Education
Mount Vernon Nazarene University 2009 — 2010
MBA, Business
Denison University January 2010 - Present
Graystone Consulting January 2005 - December 2009
Skills
Economics, PowerPoint, Excel, Word, Microsoft Office, Statistics, Microsoft Excel, Higher Education, Microsoft Word, Investments, Financial Modeling, Analysis, Financial Analysis, Data Analysis, Asset Management, Management, Portfolio Management, Alternative Investments, Equities, Hedge Funds, Valuation, Mutual Funds, Private Equity, Leadership
Education
Mount Vernon Nazarene University 2009 — 2010
MBA, Business
Camille Alexander, CFA's Graystone Consulting Experience July 2009 - June 2013
Job Senior Director at BNY Mellon
Industry Investment Management
Experience
BNY Mellon June 2013 - Present
PivotalPath January 2014 - Present
CFA Society of Washington DC July 2014 - Present
Graystone Consulting July 2009 - June 2013
Bank of America September 2007 - July 2009
JPMorgan 2004 - 2007
USAA Investment Management Company July 1998 - August 2003
Frost Bank 1993 - 1998
Skills
Investments, Asset Allocation, Asset Managment, Financial Analysis, Series 7, Alternative Investments, Investment Advisory, Fixed Income, Banking, Hedge Funds, Mutual Funds, Investment Management, Investment Strategies, Risk Management, Portfolio Management, Asset Management, Due Diligence, Financial Modeling, Valuation, Capital Markets, Equities, Private Equity
Education
The University of Texas at San Antonio
Masters, International Politics
The University of Texas at San Antonio
Bachelors, Economics
BNY Mellon June 2013 - Present
PivotalPath January 2014 - Present
CFA Society of Washington DC July 2014 - Present
Graystone Consulting July 2009 - June 2013
Bank of America September 2007 - July 2009
JPMorgan 2004 - 2007
USAA Investment Management Company July 1998 - August 2003
Frost Bank 1993 - 1998
Skills
Investments, Asset Allocation, Asset Managment, Financial Analysis, Series 7, Alternative Investments, Investment Advisory, Fixed Income, Banking, Hedge Funds, Mutual Funds, Investment Management, Investment Strategies, Risk Management, Portfolio Management, Asset Management, Due Diligence, Financial Modeling, Valuation, Capital Markets, Equities, Private Equity
Education
The University of Texas at San Antonio
Masters, International Politics
The University of Texas at San Antonio
Bachelors, Economics
Mike Birgeneau's Graystone Consulting Experience May 1999 - Present
Job Institutional Consulting Director
Industry Investment Management
Experience
Graystone Consulting May 1999 - Present
Citigroup January 1996 - April 1999
Skills
Due Diligence, Asset Allocation, Alternative Investments, Equities, Series 7, Hedge Funds, Asset Management, Mutual Funds, Portfolio Management, Investments, Qualified Retirement..., Investment Strategies, Private Equity, Series 63, Asset Managment, Wealth Management, Separately Managed...
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1995
MBA, Finance
Villanova University 1985 — 1988
BA, Economics
Wharton Business School
CIMA, Invesment Management
Graystone Consulting May 1999 - Present
Citigroup January 1996 - April 1999
Skills
Due Diligence, Asset Allocation, Alternative Investments, Equities, Series 7, Hedge Funds, Asset Management, Mutual Funds, Portfolio Management, Investments, Qualified Retirement..., Investment Strategies, Private Equity, Series 63, Asset Managment, Wealth Management, Separately Managed...
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1995
MBA, Finance
Villanova University 1985 — 1988
BA, Economics
Wharton Business School
CIMA, Invesment Management
Amy Baker's Graystone Consulting Experience September 1999 - Present
Job Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting September 1999 - Present
Skills
Mutual Funds
Education
Arizona State University - W. P. Carey School of Business 1982 — 1986
BA, Finance
Graystone Consulting September 1999 - Present
Skills
Mutual Funds
Education
Arizona State University - W. P. Carey School of Business 1982 — 1986
BA, Finance
Hugh Tawney's Graystone Consulting Experience January 2012 - January 2013
Job Director, Client Service & Development at Torray LLC.
Industry Investment Management
Experience
Torray LLC January 2013 - Present
Graystone Consulting January 2012 - January 2013
Graystone Consulting March 2010 - February 2012
Waddell & Reed Financial Services January 2009 - December 2009
SailColorado December 2007 - December 2008
Skills
Investments, Asset Allocation, Business Development, Asset Management, Series 7, Financial Analysis, Series 66, Financial Services, Alternative Investments, Analytics, Equities, Due Diligence, Strategy, Uniform Combined State..., Fixed Income, Portfolio Management, Mutual Funds, Management
Education
University of Colorado Boulder 2006 — 2009
BA/BS, Political Science concentration Economics
Torray LLC January 2013 - Present
Graystone Consulting January 2012 - January 2013
Graystone Consulting March 2010 - February 2012
Waddell & Reed Financial Services January 2009 - December 2009
SailColorado December 2007 - December 2008
Skills
Investments, Asset Allocation, Business Development, Asset Management, Series 7, Financial Analysis, Series 66, Financial Services, Alternative Investments, Analytics, Equities, Due Diligence, Strategy, Uniform Combined State..., Fixed Income, Portfolio Management, Mutual Funds, Management
Education
University of Colorado Boulder 2006 — 2009
BA/BS, Political Science concentration Economics
Robert Dow's Graystone Consulting Experience March 2012 - Present
Job Executive Director, Institutional Consulting at Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting March 2012 - Present
Northern Trust December 1987 - March 2012
Northern Trust 2005 - 2008
Northern Trust Global Investments 1999 - 2005
Skills
Hedge Funds, Asset Management, Investments, Alternative Investments, Banking, Financial Advisory, Asset Allocation, Risk Management, Wealth Management, Management, Fixed Income, 401k, Equities, Portfolio Management, Valuation, Financial Services, Securities, Capital Markets, Asset Managment, Corporate Finance, Strategic Planning, Finance
Education
Lake Forest Graduate School of Management 1993 — 1995
MBA, Business Management
Illinois State University 1983 — 1987
BS, Finance and Economics
Graystone Consulting March 2012 - Present
Northern Trust December 1987 - March 2012
Northern Trust 2005 - 2008
Northern Trust Global Investments 1999 - 2005
Skills
Hedge Funds, Asset Management, Investments, Alternative Investments, Banking, Financial Advisory, Asset Allocation, Risk Management, Wealth Management, Management, Fixed Income, 401k, Equities, Portfolio Management, Valuation, Financial Services, Securities, Capital Markets, Asset Managment, Corporate Finance, Strategic Planning, Finance
Education
Lake Forest Graduate School of Management 1993 — 1995
MBA, Business Management
Illinois State University 1983 — 1987
BS, Finance and Economics
Tom Gashonia's Graystone Consulting Experience December 2014 - Present
Job Registered Associate at Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting December 2014 - Present
Morgan Stanley Wealth Management April 2011 - Present
The Vitamin Shoppe February 2011 - April 2011
The Vitamin Shoppe October 2009 - February 2011
Skills
Asset Allocation, Trading, Portfolio Management, Series 7, Equities, Wealth Management, Mutual Funds, Investment Advisory
Education
Stony Brook University 2004 — 2009
Bachelor of Arts (B.A.), History
Graystone Consulting December 2014 - Present
Morgan Stanley Wealth Management April 2011 - Present
The Vitamin Shoppe February 2011 - April 2011
The Vitamin Shoppe October 2009 - February 2011
Skills
Asset Allocation, Trading, Portfolio Management, Series 7, Equities, Wealth Management, Mutual Funds, Investment Advisory
Education
Stony Brook University 2004 — 2009
Bachelor of Arts (B.A.), History
Rudra Zutshi's Graystone Consulting Experience April 2011 - Present
Job Institutional Consulting Analyst
Industry Financial Services
Experience
Graystone Consulting April 2011 - Present
Graystone Consulting April 2011 - May 2011
Morgan Stanley Smith Barney March 2007 - March 2011
Education
2016 Level III Candidate in the CFA Program
University of California, Davis
BS
Graystone Consulting April 2011 - Present
Graystone Consulting April 2011 - May 2011
Morgan Stanley Smith Barney March 2007 - March 2011
Education
2016 Level III Candidate in the CFA Program
University of California, Davis
BS
Connor Skelly's Graystone Consulting Experience June 2013 - Present
Job Intern at Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting June 2013 - Present
Trek Bicycle Store of Santa Rosa April 2012 - Present
Education
California Polytechnic State University-San Luis Obispo 2012 — 2016
Graystone Consulting June 2013 - Present
Trek Bicycle Store of Santa Rosa April 2012 - Present
Education
California Polytechnic State University-San Luis Obispo 2012 — 2016