Greenwich Associates
Industry: Management consulting company
DescriptionFounder: Charles D. Ellis Founded: 1972 CEO: Steve Busby (Jan 2010–) Headquarters: Stamford, Connecticut, United States Subsidiaries: Corsential ULC, Greenwich Associates Canada, Javelin Strategy & Research Inc.
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Greenwich Associates Employees
Greenwich Associates August 2015 - Present
Greenwich Associates April 2015 - Present
Hudson's Bay Company August 2014 - February 2015
ECCO Shoes July 2014 - August 2014
The Lightning Group September 2013 - March 2014
EthniCity Multicultural Marketing Strategists September 2013 - March 2014
Undefined Software Solutions August 2013 - October 2013
Mindflyte November 2012 - January 2013
University of Toronto January 2012 - June 2012
Centennial College September 2010 - October 2011
Skills
Social Media, Facebook, Media Relations, Journalism, Public Relations, Online Journalism, Newspaper, Social Networking, Fact-checking, Photoshop, Blogging, Photography, Newspapers, Editing, Creative Writing, Broadcast, Corporate Communications, Copy Editing, Advertising, Web Content, News Writing, Press Releases, Social Media Marketing, Writing, Event Planning, Marketing, Newsletters
Education
Centennial College 2013 — 2014
Ontario College Graduate Certificate, Corporate Communications & Public Relations
Centennial College 2008 — 2012
Advanced Diploma, Journalism
Pope John Paul II Catholic Secondary School
OSSD, Business/Commerce, General
Deloitte September 2014 - Present
UCLA Anderson School of Management 2012 - 2014
Mercer 2013 - 2013
The Brattle Group August 2007 - July 2012
Greenwich Associates 2007 - 2007
The Clarks Companies, N.A. 2006 - 2006
Eduventures 2005 - 2005
Skills
Stata, Financial Modeling, Valuation, Economics, Econometrics, Economic Research, Data Analysis, Policy Analysis, Financial Analysis, Statistics, Economic Regulation, SAS, Macroeconomics, Market Research, Research, Analytics
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Strategy
Colby College 2003 — 2007
B.A., Economics
The Roxbury Latin School 1999 — 2003
Greenwich Associates February 2015 - Present
Greenwich Associates February 2014 - February 2015
Greenwich Associates April 2012 - February 2014
Skills
Bloomberg, Financial Analysis, Hedge Funds, PowerPoint
Education
Colgate University 2007 — 2011
Bachelor of the Arts, Political Science, Magna Cum Laude
Greenwich Associates June 2013 - Present
Corsential May 2009 - June 2013
Skills
Call Centers, Process Improvement, Leadership, Vendor Management, Performance Management, Market Research, Customer Experience, Project Management, Strategy, Integration, Time Management, Team Leadership, Team Building, Problem Solving, Requirements Analysis, Call Center Development, Business Process, Recruiting, Outsourcing, Customer Service, Management, Marketing Research, CRM
Education
Centennial College 2007 — 2009
Greenwich Associates January 2015 - Present
Greenwich Associates July 2013 - January 2015
Greenwich Associates April 2010 - July 2012
Greenwich Associates March 2008 - June 2010
NERA Economic Consulting September 2007 - March 2008
Greenwich Associates May 2001 - July 2006
Greenwich Assocites March 1989 - May 2001
Skills
Program Management, Recruiting, Finance, Financial Services, Market Research, Banking, Capital Markets, Team Building, Management Consulting, Business Strategy, Strategy, Financial Analysis, Consulting, Analytics, Training
Education
Central Connecticut State University 1983 — 1987
AXA US June 2012 - Present
New York Life Insurance Company July 2007 - March 2012
Greenwich Associates April 2006 - July 2007
IBM; consultant through Taylor Nelson Sofres (TNS) January 2004 - January 2006
Synovate, Technology & Telecom Group / Marketing Strategy & Planning (MS&P) February 2001 - January 2004
Moskowitz Jacobs, Inc. January 1999 - October 2000
Skills
Market Research, Customer Insight, Quantitative Research, Segmentation, Marketing Research, Analytics, Market Analysis, Strategy, Marketing Communications, Analysis, Financial Services, Social Media, Project Management, CRM, Direct Marketing, Competitive Intelligence, Data Analysis, Qualitative Research, Competitive Analysis, Marketing Strategy, Lead Generation, Strategic Partnerships, Integrated Marketing, Survey Design, Product Management, Cross-functional Team..., Brand Management, Marketing, Multi-channel Marketing, Marketing Management, Web Analytics, Product Marketing, Email Marketing, Salesforce.com, Digital Marketing, SEM
Education
Dartmouth College 1993 — 1997
Bachelor's Degree, Sociology
UC Santa Cruz 1996 — 1996
3-course elective independent study
University of Barcelona 1995 — 1995
Study abroad: language exchange
The Ursuline School 1988 — 1993
High School
Doorsteps May 2014 - Present
Skift June 2013 - February 2014
The Flatiron School February 2013 - April 2013
Amicus September 2010 - November 2011
Lamont for Governor November 2009 - August 2010
Greenwich Associates July 2007 - February 2009
Skills
Ruby on Rails, Ruby, SQL, JavaScript, Strategy, Git, Research, Test Driven Development, User Experience, jQuery, Analytics, Object Oriented Design, CSS, HTML, Product Management, Data Analysis, Competitive Analysis, Management Consulting, Project Management, Business Strategy, Strategic Planning, RSpec, Product Development, Software Development, Software Project..., Software Engineering, Ember, APIs, API Development, Lean Startup, REST, react
Education
Columbia University in the City of New York 2008 — 2009
Graduate Certificate, Business
The University of Connecticut 2003 — 2007
BA, Economics, Political Science
J.P. Morgan Private Bank May 2014 - Present
SteelBridge Ventures Consulting April 2012 - April 2014
Performance Equity Management, LLC April 2010 - March 2012
JPMorgan Chase January 2006 - April 2010
Greenwich Associates December 2003 - January 2006
Skills
Private Equity, Alternative Investments, Hedge Funds, Valuation, Asset Management, Financial Services, Finance, Financial Analysis, Financial Modeling, Management Consulting, Venture Capital, Portfolio Management, Risk Management, Investment Banking, Business Development, Investran, FM3, Project Management, Software Implementation, Fund Of Funds, Performance Analysis, Project Portfolio..., Process Improvement, Strategic Planning
Education
Connecticut College 1998 — 2002
Bachelor of Arts (BA), Economics
Greenwich High School 1994 — 1998
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Greenwich Associates June 2013 - August 2013
Chris Murphy for Senate May 2012 - November 2012
Education
Bucknell University 2011 — 2015
Bachelor of Arts (BA), Economics and Political Science
St. Luke's School 2003 — 2011
General Assembly January 2015 - Present
General Assemb.ly May 2014 - December 2014
Startup Institute October 2013 - December 2013
Greenwich Metals Inc. September 2012 - October 2013
Barclays Capital July 2010 - September 2012
Greenwich Associates October 2009 - July 2010
Skills
Microsoft Excel, Business Development, Financial Analysis, Microsoft Word, SPSS, Portfolio Management, Finance, Business Analysis, Sales, Competitive Analysis, Salesforce.com, Microsoft Office, Excel, PowerPoint, Word, Intralinks, ClearPar, Business Objects, Customer Service, Customer Satisfaction, Account Management, Social Media Marketing, Start-ups
Education
Colgate University 2005 — 2009
BA, Psychology
Suffield Academy 2001 — 2005
Healthcare Solutions August 2014 - Present
Independent Consultant October 2013 - August 2014
Travelers October 2011 - October 2013
Sedgwick CMS March 2011 - September 2011
The Hartford February 2009 - March 2011
The Hartford February 2008 - February 2009
The Hartford August 2006 - February 2008
Greenwich Associates June 2000 - July 2003
Skills
Insurance, Risk Management, Claims Management, Data Analysis, Financial Analysis, Analysis, Claim, Process Improvement, Business Analysis, Underwriting, Strategic Planning, Program Management, Strategy, Strategic Financial..., Vendor Management, Workers Compensation, Product Development, Organizational Design, Organizational..., Mergers & Acquisitions, Strategic Leadership, Organizational..., Management, Change Management, Analytics, Executive Management, Business Process..., Property, Market Research, Business Strategy, Commercial Insurance, Business Planning, Commercial Lines, Leadership, Competitive Analysis
Education
The University of Connecticut School of Business 2003 — 2005
MBA, Finance, Strategy
Colby College 1995 — 1999
BA, Economics, Finance
Allianz Real Estate of America October 2012 - September 2015
Georgetown University August 2010 - May 2012
MAC Realty Advisors LLC August 2011 - March 2012
Urban Land Institute May 2011 - August 2011
Greenwich Associates July 2008 - August 2010
Greenwich Associates January 2008 - July 2008
Greenwich Associates January 2007 - January 2008
Hudson River Group January 2005 - January 2007
Skills
Microsoft Excel, PowerPoint, Business Objects, Visual Basic, SPSS, SQL, Market Research, Financial Modeling, Analysis, Valuation, Asset Management, Strategy, Investments, Financial Analysis, Management, Due Diligence, Finance
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA
Colgate University 2000 — 2004
BA, Double Mathematics & Economics
Maret
High School
Greenwich Associates October 2014 - Present
Fidelity Worldwide Investment June 2013 - August 2013
UK Trade & Investment April 2010 - July 2012
Law Offices of Reginald A. Hirsch September 2009 - February 2010
U.S. Commercial Service May 2008 - August 2008
U.S. House of Representatives May 2006 - July 2006
Skills
Spanish, French, International Business, Social Media, New Business Development, International Relations, Digital Media, Bloomberg, Currency Exchange, International Sales, Negotiation, Business Development, Leadership, International Trade, Government, Program Management, Start-ups, Market Research, Finance, Strategy, Business Strategy, Economics, Analysis, Entrepreneurship, Corporate Finance, Public Speaking, Management Consulting, Investments, Management
Education
Tufts University - The Fletcher School of Law and Diplomacy 2012 — 2014
Master of International Business, Finance, European Affairs, French
CFA Institute
2016 Level II Candidate in the CFA Program
Baylor University 2005 — 2009
Bachelor of Arts (BA) Honors, International Studies, French
Université Stendhal (Grenoble III) 2007 — 2007
Diplôme d'Études en Langue Française, French Language and Culture
E. Rogers Associates October 2014 - Present
Frontier Communications November 2011 - October 2014
Westwood One January 2009 - October 2011
Greenwich Associates April 2006 - December 2008
Pitney Bowes, Inc January 2003 - March 2006
US Mailing Operations January 2000 - January 2003
Pitney Bowes August 1999 - September 2000
PRIMEDIA, Inc January 1999 - July 1999
Simon & Schuster, Inc January 1992 - January 1999
Young & Rubicam, Inc September 1990 - January 1992
Skills
Talent Management, Recruiting, Employee Relations, Performance Management, Talent Acquisition, Succession Planning, Human Resources, Sourcing, Deferred Compensation, Onboarding, Personnel Management, Interviews, Employment Law, Management, Strategic Negotiations, Benefits Administration, Strategy, Training, Change Management, Leadership, Employee Benefits, Organizational Design
Education
Arizona State University 1978 — 1982
B.S., Business Administration
Arizona State University
Bachelor of Science, Business Administration; Marketing Management
Tuck School of Business September 2013 - Present
Doblin June 2014 - August 2014
Greenwich Associates July 2006 - June 2013
Main Street Partners 2012 - 2012
Greenwich Associates June 2005 - July 2005
UBS June 2004 - July 2005
Skills
Hedge Funds, Investment Management, Project Management, Commercial Banking, Business, Sales, Survey Design, Valuation, Financial Modeling, Investments, Asset Managment, Asset Management, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA), General Management
The University of Connecticut School of Business 2010 — 2010
MBA, Financial Accounting and Reporting, Market Driven Management
Colby College 2002 — 2006
B.A., History, Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2005
Bridge Program, Business
The History Factory August 2014 - Present
Clear Harbor Asset Management, LLC July 2014 - Present
Protestant Episcopal Cathedral Foundation January 2012 - June 2014
Mountbatten Institute 2009 - January 2012
Genworth Financial 2007 - 2009
Deutsche Bank 2006 - 2007
ING Wholesale Banking 2002 - 2005
ING Furman Selz Asset Management 1998 - 2002
ING Capital 1993 - 1998
Greenwich Associates 1989 - 1993
Skills
Investment Banking, Alternative Investments, Finance, Start-ups, Financial Services, Management, Structured Finance, Investments, Leadership, Credit, Event Management, Merchant Banking, Executive Management, Private Equity, Corporate Finance, Financial Structuring, Capital Markets, Equities, Wealth Management, Business Strategy, Program Management, Mergers & Acquisitions, Hedge Funds, Banking, Corporate Development, Due Diligence, Strategic Planning, Strategy, Venture Capital, Portfolio Management, Restructuring, Strategic Partnerships, Asset Management, Fixed Income, Relationship Management, Financial Analysis, Entrepreneurship, Management Consulting
Education
Brown University 1969 — 1973
AB, History
AUFS Institute for Mediterranean Studies 1972 — 1972
na, History/Political Science
Van Eck Global Market Vectors ETFs 2014 - Present
Colgate Entrepreneurship Institute 2013 - Present
TradeCard (acquired by GT Nexus) 2012 - 2014
Polltopia 2012 - 2013
Moody's Analytics 2009 - 2012
Greenwich Associates 2006 - 2009
McLagan Partners 2005 - 2006
Mantra Capital 2003 - 2003
Salomon Smith Barney 1998 - 2002
Skills
Account Management, Marketing Automation, Marketing Strategy, Email Marketing, Digital Marketing, Demand Generation, Market Research, SEO, Social Media, Lead Generation, Competitive Analysis, Web Analytics, Analytics, Online Marketing, SEM, Marketing, Direct Marketing, Integrated Marketing, Salesforce.com, Content Marketing, Entrepreneurship, SaaS, Product Management, Strategy, Social Media Marketing, Google Analytics, Product Marketing, Start-ups, Google Adwords, Multi-channel Marketing, Brand Development, Go-to-market Strategy, Sales Process, Segmentation, Strategic Partnerships, Product Development, Management, Cloud Computing, Sales Enablement, Sales, CRM, Marketing Management, B2B Marketing, Leadership, E-commerce, Public Relations, Customer Retention, Online Advertising
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA
Colgate University 1994 — 1998
BA, Economics
Amalgamated Life April 2013 - Present
NORTHWESTERN MUTUAL FINANCIAL NETWORK May 2010 - June 2011
Greenwich Associates January 2006 - November 2008
STUDLEY, INC July 2004 - November 2005
Asset Alliance / Hedge Harbor January 2004 - July 2004
Gabelli & Company May 1998 - January 2003
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Bloomberg, ILX, Adobe Acrobat, Illustrator, internet research, Management, Leadership, Finance
Education
Concordia College
B.A, Behavioral Science
MPA - The Association of Magazine Media February 2013 - Present
SagaCity Media, Inc. February 2009 - May 2011
TCORP August 2005 - July 2009
Fast Company 1999 - 2002
Condé Nast Publications (Vanity Fair) 1995 - 1998
The Atlantic 1992 - 1995
Greenwich Associates 1989 - 1991
Skills
Yoga, Sales Growth, Marketing, Social Media Marketing, Strategic Partnerships, Social Media, Publishing
Education
Colgate University 1985 — 1989
BA, Political Science, International Relations
Port Washington
MEC April 2015 - Present
MEC January 2014 - April 2015
Carat June 2013 - January 2014
Source Marketing June 2012 - August 2012
Greenwich Associates June 2011 - August 2011
Upstate Institute March 2011 - May 2011
Greenwich Associates June 2010 - August 2010
Skills
SPSS, comScore, Bloomberg Terminal, Spanish-speaking, Geographic Information..., Proposal Writing, Nielsen AdRelevance, DoubleClick, Nielsen Data, DART for Advertisers, Research, Analysis, Syndicated Data Sources, Qualitative Research, Market Research, Strategic Planning, Event Management
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Geography, Spanish
Universidad de Granada 2012 — 2012
Spanish Language, Geography
Greenwich Associates January 2015 - Present
Data research Center, University of Ottawa May 2014 - October 2014
Aborigianl Affairs and Northern Development Canada January 2014 - August 2014
The Canadian Medical Protective Association May 2013 - August 2013
uOttawa September 2012 - April 2013
Siemens February 2012 - May 2012
Peking University Founder Group Co.,Ltd. July 2011 - September 2011
Chinese Red Cross Foundation June 2010 - August 2010
Skills
Economics, Data Analysis, Microsoft Excel, Microsoft Word, Access, Financial Analysis, SPSS, SAS, Finance, Stata, Econometrics, R, Java, VBA, CSS, Eviews, Static Timing Analysis, Bloomberg Terminal, SAP ERP, HTML 5, JavaScript, Matlab, Microsoft SQL Server, DASH, Confirmit, Analysis, Research, Statistics, PowerPoint, Teamwork, Market Research
Education
University of Ottawa / Université d'Ottawa 2012 — 2014
Master's degree, Economics
Beijing University of Technology 2008 — 2012
Bachelor of Science (B.Sc.), Finance, General
Unilever July 2014 - Present
Unilever February 2014 - May 2014
Unilever July 2012 - January 2014
NYU Stern School of Business July 2010 - May 2012
Jefferies & Company June 2011 - August 2011
Greenwich Associates 2007 - 2010
Sparks Swim School, LLC 2007 - 2010
IBM 2005 - 2007
Skills
Financial Modeling, Management Consulting, Valuation, Financial Analysis, Competitive Analysis, Corporate Finance, Strategy, Due Diligence, Business Strategy, Market Research, Bloomberg, Private Equity, Venture Capital, Mergers, Risk Management, Mergers & Acquisitions, Finance, Entrepreneurship, Analytics
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance
Bates College 2001 — 2005
BS, Economics
New Canaan High School
PNC Wealth Management November 2012 - Present
Beacon Trust Company December 2008 - November 2012
Clear Asset Management LLC July 2004 - December 2008
Bear Stearns 2005 - 2005
Susquehanna Investment Group 2003 - 2003
IBM Strategy & Change 1999 - 2002
Mainspring 1999 - 2002
Greenwich Associates 1997 - 1999
Skills
Equities, Financial Modeling, Hedge Funds, Asset Managment, Valuation, Portfolio Management, Alternative Investments, Strategy, Options, Asset Management, Investment Strategies, Equity Research, Financial Services, Investments, Fixed Income, Hedging, General Awesomeness, Awesomeness
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
Dartmouth College 1993 — 1997
BA, Economics
Hinsdale Central 1989 — 1993
Diploma
CASTO November 2003 - Present
Nationwide Children's Hospital Columbus Marathon January 2004 - Present
Vornado Realty Trust November 2002 - November 2003
Merrill Lynch April 2001 - November 2002
Best Execution Comparison Service 2000 - 2001
Greenwich Associates 1998 - 2000
Skills
MRI, Financial Analysis, Real Estate Transactions, Financial Modeling, ARGUS Valuation Analysis, Real Estate Development, Asset Management, Real Estate, Valuation, Due Diligence, Mergers & Acquisitions, Investments, Commercial Real Estate, Negotiation, Disposition, Portfolio Management, Dispositions
Education
Colgate University 1994 — 1998
Bachelor of Arts
Lake Forest High School 1990 — 1994
Acorda Therapeutics, Inc. April 2013 - Present
Stamford Hospital August 2012 - January 2013
Greenwich Associates January 2007 - June 2009
Purdue Pharma October 2002 - January 2007
Norwalk Hospital April 2000 - October 2002
New York Presbyterian Hospital 1998 - 1999
North Shore-LIJ Health System 1996 - 1997
Skills
MedDRA, Pharmacovigilance, Drug Safety, Argus Safety, Dedication to..., Communication Skills, Post Market Surveillance, Health Information..., Highly detail oriented, 21 CFR, Nursing, Registered Nurses, Meditech, RHIA, Report Development, Databases, SQL, Crystal Reports, Business Objects, Pharmaceutical Industry, Healthcare
Education
Norwalk Community College 2009 — 2012
Associate's degree
American InterContinental University 2004 — 2004
Master of Business Administration (MBA)
SUNY Health Science Center 1992 — 1996
Bachelor of Science (BS)
The Boston Consulting Group August 2015 - Present
Dabo Health January 2015 - April 2015
Fitly™ July 2013 - November 2014
Booz & Company 2011 - 2013
Entre Todos (Argentine Microfinance Institution) 2009 - 2010
Foundation for Sustainable Development 2008 - 2009
Greenwich Associates September 2007 - December 2007
Education
Wharton School, University of Pennsylvania 2013 — 2015
MBA, Health Care & Entrepreneurial Management
Colorado College 2003 — 2007
Bachelor of Arts, Philosophy
Greenwich High School
FileString 2014 - Present
SpiderOak 2012 - 2014
Reputation.com 2011 - 2012
Cascade Capital Management 2010 - 2011
Banc of America Leasing 2001 - 2009
Bank of America Leasing & Capital 2001 - 2009
Morgan Stanley June 2000 - August 2000
Greenwich Associates 1995 - 2000
Skills
Project Finance, New Business Development, Start-ups, Business Development, Relationship Management, SaaS, Venture Capital, Business Strategy, Strategic Partnerships, E-commerce, Entrepreneurship, Cloud Computing, CRM, Management, Financial Services, Executive Management, Credit
Education
Colgate University 1991 — 1995
Bachelor of Arts, Philosophy & Economics
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
MBA, Finance, Entrepreneurship
Deerfield Academy
Norwalk Community College Foundation, Inc September 2013 - Present
Laurel House, Inc. July 2012 - September 2013
Laurel House, Inc. November 2011 - July 2012
Laurel House, Inc. July 2011 - November 2011
Williams Lea June 2010 - April 2011
APR Consulting LLC September 2007 - June 2010
MBI, Inc. 1997 - 2007
MBI, Inc. 1986 - 1997
Greenwich Associates 1985 - 1986
General Electric 1980 - 1983
Education
Harvard Business School 1983 — 1985
MBA, General Management
Bucknell University 1976 — 1980
BA, Economics
PineBridge Investments April 2007 - Present
Greenwich Associates July 2004 - April 2007
Skills
Investments, Alternative Investments, Private Equity, Valuation, Hedge Funds, Equities, Equity Research, Asset Managment, Bloomberg, Fixed Income, Financial Modeling, Due Diligence, Mutual Funds, Fund Of Funds, Emerging Markets, Capital Markets, Investment Management, Financial Services, Asset Allocation, Asset Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Master of Business Administration (MBA)
Colby College 2000 — 2004
Economics
Power Play Energy, LLC September 2008 - Present
Power Play Research September 2008 - Present
Power Play Solar September 2008 - December 2010
Greenwich Associates March 2008 - September 2008
Oppenheimer Funds May 2007 - September 2007
BNY Asset Management (Bank of New York - Mellon) June 2004 - June 2006
Caywood-Scholl August 2003 - December 2003
Montag & Caldwell June 2003 - August 2003
Enterprise Capital Management - AXA/MONY May 2002 - September 2002
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Cornell University 2000 — 2004
BS, Applied Economics and Management
Crius Energy, LLC January 2015 - Present
Greenwich Associates 2013 - 2014
TNS NFO 2010 - 2012
Greenwich Associates 1994 - 2010
Skills
Project Management, Team Leadership, Market Research, Strategy, Product Management, Data Analysis, Microsoft Excel, PowerPoint, Leadership, Program Management, Analysis, Management, Cross-functional Team..., Vendor Management, Entrepreneurship, Project Planning, Competitive Analysis, Analytics, New Business Development, Financial Services, Marketing Research, Customer Insight, Segmentation, Business Strategy, Strategic Planning, Market Analysis, Quantitative Research, Research
Education
Cornell University 1982 — 1986
BA, Anthropology
Greenwich Associates July 2015 - Present
IPSOS-ASI October 2005 - October 2014
Maritz Research July 2004 - October 2005
Self-employed December 2002 - October 2003
Millward Brown USA June 2000 - October 2002
Burak Jacobson Research Partners November 1997 - May 2000
Environics Research Group February 1992 - November 1997
Tab-It Services June 1991 - February 1992
Southam Business Communications February 1990 - May 1991
Consumer Contact ULC September 1986 - February 1990
Skills
SPSS, Market Research, Marketing Research, Programming, Data Analysis, Analytics, Data Processing
Education
University of Waterloo 2015 — 2015
Introduction to SQL / Intermediate SQL (Online)
Royal Conservatory of Music
Private Lessons in Classical Violin and Celtic Fiddle
Royal Conservatory of Music 1997 — 2000
Seminar in Composition
National Institute of Broadcasting 1983 — 1983
Radio TV Announcing Certificate
Dalhousie University 1974 — 1979
B.A., B.Com., Political Science / Marketing
Maritime Conservatory of Music 1972 — 1974
Piano & Music Theory
Acadia University 1970 — 1972
Music
Liberty Mutual Insurance July 2014 - Present
Liberty Mutual Insurance July 2012 - July 2014
First Step Fund 2010 - 2012
Target June 2011 - August 2011
Teton Waters Ranch March 2011 - May 2011
Panera Bread March 2008 - August 2010
VCA Wakefield Animal Hospital September 2006 - December 2007
Greenwich Associates May 2006 - August 2006
Greenwich Associates June 2005 - April 2006
Fitzie's November 2003 - May 2005
Skills
Business Strategy, Analytics, Competitive Analysis, Financial Modeling, Cross-functional..., Financial Analysis, Project Management, Retail, Data Analysis, Corporate Finance, Strategic Financial..., Business Intelligence, Finance, Global Cross-Functional..., Distribution Strategies, Entrepreneurship, Process Improvement, Insurance, Cross-functional Team..., Cross-functional..., Cross-functional..., Management, Analysis, Management Consulting, Strategy, Strategic Planning, Consulting
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
Tufts University 2006 — 2007
Post-baccalaureate Program
Colgate University 2001 — 2005
Bachelor of Arts (B.A.), cum laude
The Winsor School 1997 — 2001
Highschool Diploma
Greenwich Associates January 2015 - Present
Stafford & Associates, LLC February 2015 - Present
McGraw-Hill Construction May 2010 - December 2014
McGraw Hill Financial July 2007 - December 2014
TripConnect Inc July 2005 - February 2013
BusinessWeek July 2007 - December 2009
StarCIO 2007 - 2007
PowerOne Media December 2001 - June 2005
AdOne December 1996 - December 2001
Skills
IT Strategy, Agile Methodologies, Leadership, Business Intelligence, Program Management, SaaS, Product Management, Start-ups, Strategy, Product Development, Big Data, Vendor Management, Management, Enterprise Software, Business Strategy, Agile Project Management, Project Management, Analytics, Project Portfolio..., Enterprise Architecture, SDLC, Content Management, Technology Management, Cloud Computing, Databases, Team Management, Strategic Partnerships, Software Engineering, PMO, Integration, Data Warehousing, Operations Management, Product Innovation, Process Improvement, SEO, Executive Management, Innovation Management, CIOs, Artificial Intelligence, Mergers & Acquisitions, Software Project..., Lead Generation, Web Analytics, Digital Marketing, Architecture, Web Services, Enterprise Application..., Search Engine Technology, Digital Image Processing, EAI
Education
The University of Arizona 1993 — 1995
MS, Electrical Engineering
Binghamton University 1989 — 1993
BS, Electrical Engineering
Ramaz 1986 — 1989
Brightlight Consulting June 2014 - Present
ANN INC. May 2014 - Present
Florida Power & Light June 2012 - December 2013
Defense Logistics Agency July 2010 - October 2011
Greenwich Associates May 2009 - October 2009
Xenon Consulting October 2007 - March 2009
Skills
Business Intelligence, BO Web Intelligence, Dashboarding, Microsoft SQL Server, BEx Analyzer, BEx Reporting, Data Warehousing, System Administration, SAP BW, Dashboard, Business Objects, Web Intelligence, Databases, Data Migration, SQL
Education
City University of New York City College 2002 — 2006
Bachelor's Degree, Computer Engineering, 3.3
J.P. Morgan June 2015 - Present
Baruch Investment Management Group August 2013 - Present
Debtwire January 2015 - May 2015
Greenwich Associates June 2014 - August 2014
MarketSnacks December 2012 - January 2014
Skills
Research, PowerPoint, Public Speaking, Critical Thinking, Microsoft Excel, Teamwork, Time Management, Tutoring, Statistics, Spanish, Data Analysis, Management, Newsletters, Economics
Education
City University of New York-Baruch College 2013 — 2015
Bachelor of Arts (B.A.)
University of Tennessee-Knoxville 2010 — 2013
Pursued Bachelor of Science in Civil Engineering
Universidad de Granada 2012 — 2012
Economics, Spanish
Protiviti August 2014 - Present
Student Association at Binghamton University May 2012 - May 2014
Greenwich Associates June 2013 - August 2013
Manley's Service Learning Project, Cub Care Children's Center February 2013 - May 2013
Marketing 311 February 2013 - May 2013
Binghamton University 2013 - 2013
Greenwich Associates June 2012 - August 2012
American Eagle Outfitters August 2011 - August 2012
Student Association at Binghamton University August 2011 - May 2012
Student Association at Binghamton University August 2011 - May 2012
Skills
Social Media, Basecamp, PowerPoint, Prezi, Microsoft Excel, Event Management, Leadership, InDesign, Nonprofits, SPSS, Market Research, Marketing, Fundraising, Public Speaking, Data Analysis
Education
Binghamton University - School of Management 2010 — 2014
Bachelor of Science (BS), Leadership & Consulting and Marketing
Greenwich Associates January 2012 - Present
Thomson Reuters May 2006 - March 2011
Institutional Investor February 1997 - June 2005
Skills
Strategy, Analysis, Business Strategy, Client Segmentation, Competitive Intelligence, Financial Markets, Market Research, Data Analysis, Global Strategy, Product Development, Equities, Market Data, Leadership, Survey Research, Project Management, Asset Managment, Equity Research, Management Consulting, CRM, Capital Markets, Hedge Funds, Management, Customer Segmentation..., Thought Leadership, Financial Services, Client Presentation, Data Segmentation, Asset Management, Analytics, Survey Design, International Relations, Segmentation
Education
College of the Holy Cross
Bachelor of Arts (BA), Economics
The George Washington University
Masters in International Affairs
Capitol Peak Asset Management 2015 - Present
US Department of Defense 2012 - 2015
US Department of Defense 2009 - 2012
Greenwich Associates 2001 - 2009
US Department of the Treasury 1999 - 2001
The White House 1998 - 1999
The White House 1996 - 1998
US Department of Defense 1995 - 1996
US Department of Defense 1994 - 1995
Skills
International Relations, Strategic Planning, Business Strategy, Special Operations, National Security, Government, Asset Managment, Public Speaking, Policy, Economics, Program Management, Investments, Counterterrorism, Defense, Foreign Policy, Management Consulting, Risk Management, Strategy, Strategic Communications, Analysis, Public Policy, Operational Planning, Executive Management, Leadership, Policy Analysis, Proposal Writing, Military, Intelligence, Diplomacy, DoD, Intelligence Analysis, Emergency Management, Foreign Affairs, Asset Management, Security Clearance, Homeland Security, Crisis Management, Tactics, Security Operations, Physical Security, Weapons, Command, Organizational..., Government Contracting, Federal Government, Military Operations, Risk Assessment, Military Experience, International Security, Army
Education
Columbia University - School of International and Public Affairs 1991 — 1993
MPA
Cornell University 1987 — 1991
BA, Government, Economics
M&T Bank January 2015 - Present
M&T Bank August 2014 - December 2014
M&T Bank August 2013 - August 2014
MetLife Investments May 2012 - August 2012
Greenwich Associates January 2011 - August 2011
Greenwich Associates November 2009 - March 2011
Greenwich Associates June 2007 - November 2009
Greenwich Associates June 2005 - June 2007
Greenwich Associates June 2004 - June 2005
EUE/Screen Gems June 2003 - August 2003
Skills
Formal Credit Training, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit Analysis, Equities, Portfolio Management, Investments, Financial Modeling, Investment Banking, Capital Markets, Risk Management, Valuation, Microsoft Excel, Analysis, Equity Derivatives, Financial Services, Financial Analysis, PowerPoint, Investment Advisory, Bloomberg, Corporate Finance, Fixed Income, Visual Basic, Microsoft Word
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA
Vanderbilt University 2000 — 2004
BS
Portledge 1990 — 2000
High School
Pepperidge Farm September 2012 - June 2013
Strategic Truth June 2011 - August 2012
Cadbury Schweppes November 2006 - March 2008
Cadbury Schweppes July 2004 - October 2006
Cadbury Schweppes April 2002 - June 2004
Playtex Apparel, Sara Lee November 2000 - March 2002
ACNielsen November 1998 - October 2000
Greenwich Associates July 1997 - October 1998
Skills
FMCG, Trade Marketing, IRI, Advertising Research, Marketing Strategy, Market Research, Customer Marketing, Integrated Marketing, AC Nielsen, Competitive Analysis, Global Marketing, Marketing Management, Marketing Communications, Quantitative Research, Advertising, Marketing, Customer Insight
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing and Economics
Connecticut College 1993 — 1997
BA, Government, Education
Greenwich Associates August 2014 - Present
Med Action Team LLC July 2012 - September 2012
IDRC May 2011 - August 2011
Aeksys Group Canada Corporation May 2010 - August 2010
Espial May 2009 - December 2009
Children's Aid Society May 2008 - August 2008
Carleton University Conference Services May 2007 - August 2007
Skills
Business Analysis, Project Management, Strategic Planning, Change Management, Team Leadership, Strategy, Research, Business Strategy, Corporate Finance, Program Management, Financial Analysis, Risk Management, Market Analysis, Accounting, Accounts Payable, Accounts Receivable, International Business, Internal Audit, Report Writing, Tax Preparation, Microsoft Excel, SAP, QuickBooks, Sage
Education
Carleton University
Master of Business Administration
Carleton University
Bachelor of Commerce, Minor in Economics
Cohen & Steers 2014 - Present
Marsh 2013 - 2014
Marsh 2012 - 2013
Aon Hewitt 2010 - 2012
Greenwich Associates June 2009 - September 2009
Aon May 2008 - August 2008
Skills
Financial Modeling, Strategy, Business Strategy, Microsoft Office, Market Research, Analysis, Leadership, Economics, Spanish, Finance, Social Media
Education
Bucknell University 2006 — 2010
BA, International Relations, Spanish
Universidad de Granada 2009 — 2009
Weston High School 2002 — 2006
High School
Greenwich Associates June 2011 - Present
io media 2007 - Present
PPCO 2007 - Present
Immortal Investments International 2003 - Present
Philippine Press Club Ontario June 2012 - May 2014
United Engineering Inc. June 2011 - March 2013
Acanac Inc February 2009 - September 2010
Adecco 2000 - 2009
Georgeson 2005 - 2007
Studio Brillantine November 2001 - October 2003
Skills
Desktop Publishing, Web Design, Accounting, Video Production, Poetry, Business Strategy, Painting, Online Research, Social Networking, Social Media, Customer Service, Team Building, Editing, Video, Nonprofits, Start-ups, Blogging, Online Marketing, Publicity, Email Marketing, Online Advertising, Social Media Marketing, Creative Writing, Public Relations, WordPress, Advertising, Market Research
Education
CDI College 1995 — 1996
Legal Secretary/Microprocessing Operator
VCC City Center College 1989 — 1990
Diploma, Computer Graphics Technician
Langara CollegeFine Arts (1st 1987 — 1988
Fine Arts (1st Year)
Vancouver Community College 1984 — 1985
Arts & Sciences
John OliverSecondary School 1981 — 1983
Secondary School Diploma
Vancouver TechnicalSecondary School 1979 — 1981
Professional Media Group November 2008 - Present
Greenwich Associates April 2005 - June 2008
OLM.net February 2002 - May 2003
Skills
Dreamweaver, SEO, Web Development, CSS, Web Design, User Experience, XHTML, Email Marketing, Illustrator, HTML, Web Standards, Information Architecture, Photoshop, Adobe Creative Suite, Online Advertising, Online Marketing, Graphic Design, Web Content Management, CMS, Drupal, Front-end, Adobe Acrobat, Newsletters, Social Media Marketing, Social Media, InDesign, WordPress, JavaScript, Content Management, PHP, User Interface Design
Education
American InterContinental University 2003 — 2004
BA, Graphic Design
Greenwich Associates August 2015 - Present
Taco Bell Kfc July 2015 - Present
Hampton Inn Hotel June 2015 - Present
M&T Bank July 2014 - July 2015
HEALTH WEAR OF WNY May 2013 - September 2013
Job Corps 2011 - 2012
BSCenery June 2010 - August 2010
Skills
Communication, Workplace Relationships, Ethics, Career and Personal..., Tutoring, Inermediate Computer..., Teaching, Educational Leadership, Management, Leadership Development, Training
Education
Everest University-South Orlando 2014 — 2016
Associates in Business, Accounting and Business/Management
Alfred State College - SUNY College of Technology 2010 — 2011
none, Business, Management, Marketing, and Related Support Services
McKinley 2006 — 2010
Academia, Horticulture, B
Greenwich Associates June 2015 - August 2015
Memorial Sloan Kettering Cancer Center June 2013 - August 2013
Marine Biological Laboratory July 2011 - August 2011
Marine Biological Laboratory July 2010 - August 2010
Marine Biological Laboratory July 2009 - August 2009
Education
Princeton University 2012 — 2016
Bachelor's Degree, History, Finance
Ca' Foscari University of Venice 2014 — 2014
New Canaan High School 2008 — 2012
Infotrieve July 2013 - Present
MetLife 2011 - July 2013
Greenwich Associates 2009 - 2011
Greenwich Associates 2008 - 2011
Greenwich Associates 2006 - 2008
Skills
Product Management, Product Marketing, Market Research, Strategic Partnerships, Financial Services, Relationship Management, Business Strategy, Business Development, Leadership, Analytics, Project Management, Strategic Planning, Competitive Analysis, CRM, Content Strategy, Marketing Communications, Vendor Management, Banking, Product Development, SaaS, Marketing Automation, Salesforce.com, Advertising, Marketo, Google Adwords, Google Analytics, Pardot, WordPress, Management Consulting, Content Development, Brand Management, Stable Value
Education
Colorado State University 1999 — 2003
Bachelor of Arts (B.A.)
Ned Davis Research Group April 2012 - Present
The Ned Davis Research Group April 2012 - July 2014
Quorum Research Laboratories September 2011 - March 2012
Data Analytics Corporation December 2006 - September 2011
Greenwich Associates November 1996 - July 2011
Skills
Business Analytics, Project Management, Information Architecture, Financial Modeling, Business Strategy, Leadership, Management Consulting, Team Leadership, Quality Assurance, Business Process..., Due Diligence, Six Sigma, Data Analysis, Competitive Intelligence, Asset Managment, Valuation, Fixed Income, Equities, Corporate Finance, Strategy, Market Research, Analytics, Consulting, Investments
Education
Columbia University in the City of New York 1996 — 2000
PhD, Measurement & Evaluation
Columbia University in the City of New York 1992 — 1996
M.Phil, Measurement & Evaluation
The University of Connecticut 1989 — 1989
BGS, Psychology
DePauw University 1981 — 1985
BA, Economics
Nationwide Financial 2014 - Present
Nationwide Financial May 2012 - 2014
Nationwide Insurance 2008 - May 2012
The Taylor Research & Consulting Group 1999 - 2002
Spectrem Group 1998 - 1999
Willard & Shullman Group 1994 - 1998
Greenwich Associates 1992 - 1994
Rising Tide Imports 1990 - 1992
Skills
Segmentation, Customer Insight, Analytics, Marketing Research, Competitive Intelligence, Strategy, Cross-functional Team...
Education
University of Connecticut 1994 — 1997
MBA, Marketing and Finance
Colgate University 1986 — 1990
BA, Economics and Asian Studies
Verde Group January 2014 - Present
Greenwich Associates June 2010 - December 2013
Corsential 1992 - 2010
Skills
Quantitative Research, Focus Groups, Marketing Research, Questionnaire Design, Strategy, Qualitative Research, Market Research, Customer Insight, Survey Design, Online Research, Consumer Behaviour, Advertising Research, Segmentation, Survey Research, Customer Experience
Education
Dalhousie University 1987 — 1990
BA, Sociology
Toronto Region Immigrant Employment Council (TRIEC) September 2015 - Present
inLOGIC.ca November 2013 - August 2015
Greenwich Associates February 2012 - January 2014
Shoppers Drug Mart September 2012 - December 2012
Eurofase April 2012 - June 2012
The People Bank January 2012 - March 2012
Yamaha Music School May 2010 - July 2011
Skills
Human Resources, HRIS, Microsoft Excel, Recruiting, Employment Law, PowerPoint, Microsoft Word, Outlook, Training, Instructional Design, Coaching, Data Analysis, Korean, Interactive..., Camtasia, Sales Compensation, Employee Training, Employee Relations, Prezi, Mentoring, MS Outlook, Employment Standards Act, Service Level Agreements, Occupational Health and..., Labour Relations, Resourceful..., Flexibility, SQL, HTML 5, inLOGIC, CSS, Aptana, Photoshop, Dreamweaver, XAMPP, Notepad++, Lectora, Adobe eLearning Suite, HubSpot, Adobe Connect, Moodle, WordPress, Microsoft Office, Problem Solving
Education
George Brown College 2010 — 2013
Diploma, Business Administration Human Resources
Chungnam National University 2000 — 2008
Bachelor's degree, Music
AQR Capital Management January 2013 - Present
Greenwich Associates July 2011 - January 2013
Adelphi University Faculty Support Lab August 2008 - May 2011
Skills
Market Research, Microsoft Office, Data Analysis, Financial Analysis, Microsoft Excel, PowerPoint, Customer Satisfaction, Financial Modeling, Valuation, Windows, Microsoft Word, Research, Analysis, Access, Banking, Staff Development, Corporate Finance, Strategic Planning, Business Strategy, Project Management, Customer Service, Finance, Team Leadership
Education
Adelphi University 2007 — 2011
Bachelors of Science, Finance
Greenwich Associates August 2015 - Present
Greenwich Associates August 2013 - July 2015
Bank of New York Mellon June 2012 - August 2012
Hiram Halle Library, Pound Ridge NY,Summerquest Day Camp, Mt Kisco NY,Silver Knights, Greenwich, CT July 2005 - August 2011
Skills
Nationally Ranked US..., Chess Instructor,..., Conversant in Spanish, Financial Analysis, PowerPoint, Economics, Strategy, Analysis, Microsoft Word, Finance, Data Analysis, Management
Education
Colgate University 2009 — 2013
Bachelor of Arts, Economics, Political Science, B.A., May 2013
Fox Lane High School, Bedford, NY 2005 — 2009
RBC Wealth Management January 2015 - Present
Greenwich Associates September 2013 - December 2014
RBC Wealth Management May 2014 - September 2014
Summit Educational Resources May 2013 - August 2013
RBC Wealth Management January 2013 - June 2013
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Sales, Social Networking
Education
Canisius College 2013 — 2015
Master of Education (MEd), Adolescent Education
Canisius College 2009 — 2015
Bachelor's degree, History
Greenwich Associates February 2015 - Present
Construction & Decoration Engineering Co., LTD, China May 2013 - September 2013
Skills
Teamwork, Team Building, Leadership, Management, •Superior customer..., •Excellent..., •Proficient in...
Education
Centennial College 2014 — 2015
Diploma, Business-Finance, 3.8
Guangdong Ocean University, China 2009 — 2013
Bachelor's degree, Landscape Architecture, 3.0
Peak Installations May 2015 - Present
Omega Drywall Inc January 2012 - May 2015
Greenwich Associates May 2014 - August 2014
Aditya Birla Minacs June 2012 - December 2012
Beyond the Spa December 2007 - December 2010
Skills
Office Management, Process Scheduler, Microsoft Office, Office Administration, Administrative..., Sales, Telephone Skills, Accounts Payable, Data Entry, Time Management, Customer Satisfaction, Payroll, Outlook, Customer Service, Teamwork, Public Speaking, Microsoft Word, Microsoft Excel, Team Leadership, Social Media
Education
Centennial College 2013 — 2016
Dynamic Xformations February 2013 - Present
Tata Consultancy Services April 2015 - September 2015
World Bank Group - Integrated Services June 2014 - May 2015
Greenwich Associates May 2014 - June 2014
The Madison Square Garden Company October 2013 - December 2013
Slickdata LLC February 2013 - July 2013
UXC Eclipse/Cole Systems August 2012 - February 2013
Blackstone Technology Group November 2011 - July 2012
OmniVue September 2011 - November 2011
ERT Group November 2010 - September 2011
Skills
Microsoft CRM, Microsoft Dynamics, SharePoint, Business Intelligence, ERP, Business Analysis, SSRS, Business Process, Requirements Analysis, SaaS, Software Project..., Software Implementation, Microsoft SQL Server, CRM, Cloud Computing, Professional Services, Solution Architecture, Integration, Crystal Reports, Enterprise Software, Active Directory, MAS500, Hyper-V, Business Strategy, Microsoft DNS, Pre-sales, Enterprise Architecture, Agile Methodologies, Requirements Gathering, Solution Selling, IT Strategy, Business Process..., Project Management, Data Migration, Microsoft Technologies, Systems Analysis, Software Consulting, Business Process Design, Gamification, SQL, .NET, Management Consulting, SOA, SDLC, Axapta, Program Management, Data Warehousing, Agile Project Management, Consulting, Disaster Recovery
Education
County College of Morris 1991 — 1993
Associate, Computer Science
Boonton Highschool 1981 — 1987
Biology, General
Loblaw Companies Limited (subsidiary - T&T Supermarket) December 2014 - March 2015
Greenwich Associates February 2012 - May 2012
蛋饼 theOmelet November 2011 - May 2012
Mintray Garments Group Co., Ltd. August 2011 - January 2012
Huaxia Bank, China July 2010 - August 2010
University of Toronto Chinese Students and Scholars Association May 2009 - April 2010
Walmart May 2009 - June 2009
University of Toronto Chinese Students and Scholars Association May 2008 - April 2009
MetLife August 2008 - August 2008
University of Toronto Chinese Students and Scholars Association January 2008 - May 2008
Skills
Time Management, Negotiation, Leadership Development, Corporate Communications, Organizational..., Analytical Skills, Creative Problem Solving, Marketing, Public Relations, Leadership, Foreign Languages, Priority Management, Social Media Marketing, Business Development, Management & Leadership, Creative Strategy, Teamwork, Event Planning, Analysis, Meet Deadlines, Communication Skills, Social Networking, Entrepreneurship, Database Management, Analytical Abilities, Market Research, Quantitative Research, Quantitative Analytics, Qualitative Research, Interpersonal..., Organizational Behavior, Multi Tasking, Strategic Brand..., Business Strategy, Marketing Strategy, Marketing Research, Social Media, Management, E-commerce, Digital Marketing
Education
University of Lincoln 2012 — 2014
Master (MSc) of International Business, e-Commerce/ Business development/ Consumer Behaviour
University of Toronto - Rotman School of Management 2007 — 2011
Honours Bachelor of Commerce, Management/ Marketing
The University of Hong Kong 2010 — 2010
B.COM, e-Marketing
Acadia University 2006 — 2007
B.B.A., Business Administration/Management
Siemens December 2013 - Present
Tradition Energy September 2012 - November 2013
Tradition Energy March 2012 - August 2012
DH Capital, LLC December 2011 - February 2012
Greenwich Associates May 2010 - August 2010
King Industries May 2008 - July 2008
Skills
Energy, Project Finance, Debt Financing, Microsoft Excel, Electricity Markets, Natural Gas, Data Analysis, PowerPoint, Procurement, Futures, Tariff Analysis, Communication
Education
Colgate University 2007 — 2011
BA, Economics, Chemistry
New Canaan High School
Thomson Reuters November 2014 - Present
Thomson Reuters December 2012 - November 2014
Thomson Reuters 2008 - December 2012
England Associates 2000 - 2008
PaineWebber 1996 - 1998
Dean Witter 1989 - 1994
Merrill Lynch 1985 - 1989
Greenwich Associates 1981 - 1983
Skills
Marketing Communications, Marketing Research, Marketing Strategy, Executive Communications, Corporate Positioning, Management Consulting, Business Journalism, Communications Strategy, Executive Messaging, Online Video, Speech Writing, Corporate Communications, Executive Coaching, Annual Reports, Strategic Communications, Writing, Editing, Research, Content Management, Thought Leadership, Messaging, Media Relations, Crisis Communications, Public Relations, Copy Editing, Strategy, Storytelling, Content Development, Content Strategy, Web Content, Editorial, Publishing, Journalism, News Writing, Publications, New Media, Press Releases, Feature Articles, Online Journalism, Gender Analysis, Diversity
Education
Columbia University - Graduate School of Journalism 1983 — 1984
MS, Business Journalism
Mount Holyoke College 1976 — 1981
BA, European Studies
Greenwich Associates July 2009 - Present
Chatham Partners 2004 - 2009
Corporate Executive Board 1996 - 2004
Corporate Executive Board July 1998 - July 2000
Skills
Business Strategy, Management, Strategy, Strategic Planning, Management Consulting, Financial Services, Investments, Market Research, Marketing, Analytics, CRM, Segmentation
Education
Northwestern University - Kellogg School of Management 2000 — 2002
Master of Business Administration (MBA), Finance, Strategy, Marketing, Entrepreneurship
Cornell University 1992 — 1996
BA, Political Science
Greenwich Associates May 2013 - Present
Strategic Knowledge Management, LLC July 2000 - Present
Motorola Solutions April 1997 - July 2000
Advanced Planning Technolgies January 1990 - July 1997
U.S. Department of Commerce September 1988 - August 1990
7-Eleven July 1985 - August 1988
PepsiCo September 1982 - June 1985
Exxon-Mobil September 1980 - August 1982
Skills
Management Consulting, Business Process..., Business Transformation, Change Management, Business Strategy, Program Management, Strategy, Organizational Design, Business Analysis, Operational Excellence, Process Improvement, Project Management, Process Engineering, Business Process..., Business Process Design, Business Process, IT Strategy, PMO, Performance Improvement, Management, Strategic Planning, Consulting
Education
University of Paris 1996 — 1997
Post-Doc, Engineering Management
The George Washington University 1993 — 1996
DSc, Engineering Management
Columbia University - Columbia Business School 1978 — 1980
MBA, Marketing, Finance, Accounting
Stryker Endoscopy February 2014 - Present
Medtronic May 2013 - February 2014
Synthes March 2007 - May 2013
NERA Economic Consulting June 2005 - February 2007
Greenwich Associates January 2005 - February 2005
Skills
Operating Room, Surgeons, Surgical Instruments, Capital Equipment, Spine, medical, orthop, Trauma Surgery, Trauma, Surgery, Bone Grafting
Education
Colby College 2001 — 2005
BA, Dual Degrees in Economics and Biology (Phi Beta Kappa Honor Society), 3.8
Somers High School
Graber Associates August 2002 - Present
Burlington Area Chamber of Commerce January 2009 - Present
Greenwich Associates 2013 - 2015
Burlington Breakfast Rotary July 2011 - June 2012
Society of Professional Consultants 2004 - 2012
Boston College 2003 - 2005
TowerGroup April 2000 - July 2002
Wainwright Bank October 1999 - January 2000
FleetBoston Financial April 1995 - October 1999
Digital Equipment Corporation May 1987 - April 1995
Skills
Commercial Banking, Bank Operations, Payments, Cash Management, Banking, Corporate Finance, Budgeting, Marketing Strategy, Research, Market Research, Budgets, Start-ups, Business Development, Financial Services, Internet Banking, Treasury Management, Strategic Planning, Electronic Payments, Product Marketing, Product Management, Strategy, Public Relations, Management Consulting, Mergers & Acquisitions, Leadership, Marketing, Finance, E-commerce, Executive Management, Investments, Small Business, Marketing Communications, Strategic Partnerships, Analysis, Payment Systems, Entrepreneurship, Mobile Payments, Retail Banking, Venture Capital, Business Strategy, Corporate Development, Competitive Analysis, Social Media Marketing, Interactive Media..., Analytics, Thought Leadership, Business Planning, Payment Card Processing, Consulting, Portfolio Management
Education
Boston College 1969 — 1975
BA; MBA, Mathematics; Finance & MIS
Around The Clock Virtual Office Assisant December 2010 - Present
Brandi's Gourmet Goodies, LLC January 1999 - Present
AcousticConcerts, LLC 1999 - 2012
Fairfield University September 2008 - June 2009
Paul Hastings April 2003 - November 2007
Cohn & Cohn, P.C. January 2003 - April 2003
Greenwich Associates 1998 - 2001
Greenwich Associates 1997 - 1998
Computer Software Tutoring Service 1991 - 1997
Independent Contractor-Licensed Realtor 1984 - 1989
Skills
MS Office Suite, Document Processing, PowerPoint..., Excel Spreadsheets, Excel Databases, MSWord, Turn Around Specialist, Template Design, Template Creation, PowerPoint, Microsoft Word, Microsoft Excel, Template, Microsoft Office, Event Management, Social Networking, Marketing, Management, Proofreading, Social Media Marketing, Strategic Planning, Advertising, Customer Service, Sales, Finance, Editing, Research, Accounts Receivable, Entrepreneurship, Training, Legal Writing, Real Estate, Time Management
Education
Hunter College
Greenwich Associates August 2014 - Present
Greenwich Associates June 2010 - Present
University of Richmond January 2009 - June 2009
Bank of America April 2005 - July 2007
General Electric October 2004 - January 2005
Schwartz Communications January 2004 - April 2004
Boston University Office of Public Relations September 2003 - December 2003
Skills
Public Relations, Marketing Communications, Leadership, Press Releases, Management, Media Relations, CRM, Business Strategy, Customer Service, Marketing Management, Sales, Consulting, Market Research, Strategy
Education
University of Richmond - Robins School of Business 2007 — 2009
MBA, General Business Administration
Boston University 2000 — 2004
BA, Communications
Greenwich Academy 1996 — 2000
High School Diploma
Austin McGuire Company October 2003 - Present
Greenwich Associates 1998 - 2003
Morgan Stanley 1996 - 1998
First Data Investor Svc Group 1995 - 1996
State Street Bank 1988 - 1995
Fidelity Investments 1986 - 1988
Skills
Appraisals, Valuation, Real Estate, Market Research, Investments, Real Estate Development, Disposition, Asset Managment, Residential Homes, Commercial Real Estate, Leases, Brokerage, Corporate Real Estate, Real Estate Financing, Investment Properties, Real Estate Transactions, Real Estate Economics, Location Intelligence, Tenant, Land Acquisition, Lease Negotiations, Apartments, Tenant Representation, Landlords, Investors, Property Management, Asset Management, Dispositions
Education
Babson College 1988 — 1991
MBA
Stonehill College 1981 — 1985
BA
Université Paris Sorbonne (Paris IV) 1983 — 1984
Certificate
Rippowam High School
High School Diploma
State Street March 2012 - Present
AllianceBernstein February 2008 - January 2012
DTCC 2009 - 2012
Morgan Stanley 1984 - 2008
Progeon (Infosys BPO) 2003 - 2004
Process Dynamics 2001 - 2003
JP Morgan 1998 - 2001
Greenwich Associates 1988 - 1990
Skills
Organizational..., Operations Management, Re-engineering
Education
Columbia Engineering 1983 — 1985
MS, Industrial Engineering
St. Lawrence University 1979 — 1983
BS, Mathematics
Credit Suisse August 2010 - Present
Greenwich Associates January 2009 - March 2009
The Appleseed Foundation June 2007 - September 2007
Education
Dartmouth College 2006 — 2010
B.A., History, Public Policy
University College London, U. of London 2008 — 2008
St. Luke's School 2002 — 2006
Whelan, Corrente, Kinder & Siket LLP April 2011 - Present
Hinckley, Allen & Snyder LLP June 2007 - April 2011
Schulte Roth & Zabel LLP 2003 - 2007
Greenwich Associates 1998 - 2000
Skills
Commercial Litigation, Litigation, Civil Litigation, Labor and Employment Law, Arbitration, Appeals, Employment Law, Courts, Mediation
Education
Columbia University School of Law 2000 — 2003
Doctor of Law (J.D.)
Connecticut College 1994 — 1998
B.A., Economics, International Relations, French
Google October 2013 - Present
Google June 2011 - October 2013
Goldman Sachs June 2010 - August 2010
Amazon.com March 2010 - April 2010
Greenwich Associates 2007 - 2009
Greenwich Associates 2006 - 2007
Greenwich Associates 2005 - 2006
Skills
Market Research, Data Analysis, Digital Marketing, Financial Modeling, Analytics, Competitive Analysis, Business Strategy, Product Management, Strategic Planning, Strategy, Marketing Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA
Colby College 2001 — 2005
BA
Kinkaid
REsurety, Inc. January 2014 - Present
DS Consultancy February 2012 - Present
Montpelier Reinsurance Holdings Ltd July 2002 - February 2012
Partner Reinsurance Company Ltd. May 1996 - April 2002
General Re Underwriting Services June 1993 - May 1996
Greenwich Associates July 1991 - December 1992
Morgan Stanley & Co. Inc. June 1987 - August 1989
General Reinsurance Corporation September 1983 - June 1987
Skills
Reinsurance, Insurance, Property & Casualty..., Underwriting, Risk Management, Actuarial Science, Portfolio Management, Financial Risk, Brokers, General Insurance, Credit Risk, Financial Structuring, Casualty, Derivatives, Capital Markets, Structured Finance, Hedging, Finance, Private Equity, Enterprise Risk..., Economic Capital, Professional Liability, Corporate Finance, Solvency II, Financial Institutions, Risk Analysis, Strategy, Commercial Insurance, Liability
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (M.B.A.), Finance, General
Bowdoin College 1979 — 1983
Bachelor of Arts (BA), Economics with concentration in Mathematics
CentSai May 2015 - Present
FinLit.com July 2014 - January 2015
Mergermarket Group February 2014 - June 2014
Greenwich Associates July 2012 - November 2013
Dow Jones October 2011 - June 2012
Dow Jones Newswires September 2008 - October 2011
Dow Jones Newswires February 2006 - August 2008
Reuters January 2004 - September 2005
Reuters September 1994 - September 2005
Reuters June 2001 - December 2003
Skills
Financial Analysis, Writing, Talent Management, Foreign Exchange, International Relations, Business Intelligence, Digital Media, Corporate Finance, Social Networking, Analysis, Bloomberg Terminal, Account Management, Due Diligence, Finance, Program Management, Personal Finance, Copywriting, Financial Markets, Team Management, Team Leadership, Consulting, Product Marketing, Alternative Investments, Derivatives, Competitive Intelligence, Management, Editorial, Press Releases, Investments, Mergers & Acquisitions, Asset Management, Business Journalism, Equities, Business Development, Investor Relations, Economics, Competitive Analysis, Mergers, Fixed Income, Analytics, Emerging Markets, Investment Banking, Entrepreneurship, Corporate Communications, Strategy, Publishing, Market Research, Venture Capital, Valuation, Content Strategy
Education
Chartered Alternative Investment Analyst 2008 — 2009
CAIA, Alternative Investments/Hedge Funds
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Management & Finance
Birkbeck College, University of London 2000 — 2001
Post-Graduate Certificate, Applied Economics
Bhavan's College of Mass Communication and Journalism 1986 — 1989
Post-Graduate Certificate, Mass Communication and Journalism
St Xavier's College, Calcutta University 1986 — 1989
Bachelor's Degree, Commerce
Julien Day School 1976 — 1984
High Schoool, Secondary Education (science, arts, maths, languages)
FactSet April 2015 - Present
FactSet September 2013 - Present
Greenwich Associates August 2011 - August 2013
Vanguard Group June 2010 - July 2011
St. Luke's School August 2007 - November 2010
Off the Vine June 2009 - June 2010
Skills
Sales, Retail, Financial Modeling, PowerPoint, Microsoft Excel, Management, Financial Analysis, Research, Investments, Data Analysis, Analysis, Corporate Finance
Education
Colby College 2005 — 2009
Bachelor of Arts, English
St. Luke's
Bank of America Merrill Lynch May 2013 - Present
Bank of America March 2010 - May 2013
Bank of America June 2008 - March 2010
Morgan Stanley March 2005 - June 2006
Greenwich Associates July 2001 - February 2005
Skills
Strategy, Segmentation, Banking, Portfolio Management, Financial Analysis, Financial Services, Investments, Relationship Management
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Strategy, Marketing
Colgate University 1997 — 2001
BA, English
Columbia University Medical Center February 2011 - Present
Greenwich Associates April 2013 - Present
Independent January 2010 - Present
Arbonne International November 2010 - Present
Slant of Light Theater Company August 2010 - December 2012
Forbidden Westport 2001 - 2011
United States Department of Commerce April 2009 - June 2010
Citigroup July 2008 - December 2008
Citibank September 1994 - July 2000
Citibank November 1992 - September 1994
Skills
Mentoring, Entrepreneurship, Leadership Development, Problem Solving, New Business Development, Fundraising, Team Building, Coaching, Strategic Planning, Team Leadership, Executive Coaching, Customer Relations, Public Speaking, Sales Management, Team Management, Teamwork, Non-profits, Account Management, Start-ups, Personal Development, Marketing Strategy, Volunteer Management, Consultative Selling, Entrepreneur, Customer Service, Key Account Management, Emotional Intelligence, Supervisory Skills, Business Development, CRM, Management, Leadership, Nonprofits
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
University of Pennsylvania - The Wharton School 1984 — 1984
Certification
College for Financial Planning
CFP
The University of Texas at Austin
BA
Diamond Properties October 2015 - Present
Greenwich Associates August 2014 - August 2015
Deloitte October 2013 - July 2014
Deloitte May 2012 - August 2012
Ridgetop Research June 2011 - August 2011
Deloitte June 2011 - August 2011
Skills
Research, Teamwork, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Market Research, Pivot Tables, Budgets, Financial Reporting, Financial Analysis, Management, Tax, Analysis, Accounting, Access, Financial Modeling, Finance, Financial Accounting, Auditing, Business Analysis, Risk Management, Management Consulting, Sarbanes-Oxley Act, Due Diligence, Corporate Finance, Hedge Funds, Financial Services, Valuation, Investments
Education
Bryant University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Darien High School 2004 — 2008
MaritzCX 2014 - 2015
Greenwich Associates 2012 - 2014
TNS 2010 - 2012
Fiserv 2007 - 2009
BARLOW RESEARCH ASSOCIATES, INC 2005 - 2007
Strategix Performance 2000 - 2005
FTR 1998 - 2000
ACTION SYSTEMS 1994 - 1998
Manufacturers Bank 1990 - 1994
Imperial Bank 1986 - 1990
Skills
Competitive Intelligence, Financial Services, Banking, Strategic Planning, Market Research, Segmentation, CRM, Sales, Training, Management, Strategy, Business Development, Product Development, Leadership, Enterprise Software, Analytics, Consulting
Education
California State University-Northridge
BS, Business Administration
Maine Endwell High School
Greenwich Associates July 2013 - Present
United States Marine Corps March 2013 - Present
Saugatuck Rowing Club December 2014 - Present
Greenwich Associates June 2013 - July 2013
John Murtagh for Mayor April 2011 - November 2011
Convent of the Sacred Heart August 2009 - November 2011
Pelham Community Rowing Association June 2009 - June 2011
Vice President of Student Affairs Advisory Council September 2008 - May 2009
Boston College Men's Crew May 2008 - May 2009
Boston College Off Campus Council November 2007 - May 2009
Skills
Coaching, Training, Public Speaking, Leadership, Management, Government, Market Research, Project Management, Project Planning, Fixed Income, Equities, Securities, Teaching, Event Planning, Social Media, Budgets, Team Leadership, Strategic Planning, Leadership Development, Asset Management, Operations Management, Sports, Securities and Trading, Operational Planning, Military Operations, Security Clearance, Ethical Decision Making, Timely Decision Making, Microsoft Office, Market Research Project...
Education
Boston College 2005 — 2009
B.A., History with concentrations in Irish and Middle Eastern/ Islamic History and Politics
Fordham Preparatory School 2001 — 2005
Berliet Associates, LLC January 2008 - Present
Greenwich Associates November 2007 - February 2009
Ernst & Young May 2002 - June 2007
Tillinghast Towers Perrin 1996 - 2002
MetLife Healthcare Management Corporation 1994 - 1995
Liberty Mutual Group 1992 - 1994
Harvard Community Health Plan 1991 - 1992
Citibank 1990 - 1991
Continental Illinois National Bank 1983 - 1990
General Electric 1979 - 1983
Skills
Risk, Risk Management, Competitive Advantage, Insurance, Enterprise Risk..., Development of Strategy, Business Strategy, Strategic Planning, Financial Risk, Financial Analysis, Finance, Mergers, Mergers & Acquisitions, Management, Investment Banking, Credit Risk, Strategy, Investments, Portfolio Management, Capital Markets, Derivatives, Actuarial Science, Executive Management, Valuation, Analytics, Corporate Finance, Program Management, Management Consulting, Reinsurance, Due Diligence, Banking, Governance, Financial Services, Financial Modeling, Consulting, CRM, Solvency II, Internal Audit
Education
Columbia University - Columbia Business School 1969 — 1970
MBA, Finance
Ecole des Hautes Etudes Commerciales 1962 — 1965
HEC, Business
Amerisips Building Sciences August 2014 - Present
The Marie and John Zimmermann Fund 2010 - Present
Level 3 Communications May 2010 - November 2012
Vertek August 2006 - May 2010
Teletrac 2003 - 2005
MCI 1999 - 2002
Time Warner Cable 1997 - 1998
Cablevision 1994 - 1997
Lieberman Research 1992 - 1993
Greenwich Associates 1988 - 1991
Skills
Solution Selling, MPLS, Wireless, Operations Management, Telecommunications, Managed Services, Product Management, Process Improvement, Networking, Testing, Project Management, Co-location, Software Development, Quality Assurance, Vendor Management, VoIP, Business Strategy, Professional Services, Telephony, Cross-functional Team..., Team Leadership, Security, Sales, Cloud Computing, Call Centers, Management, Unified Communications, Strategic Partnerships, Integration, Salesforce.com, CRM, Account Management, Enterprise Software, Ethernet, Sales Operations, Direct Sales, Product Marketing, Program Management, Go-to-market Strategy, Start-ups, Selling, Business Development, Channel Partners, IP, SIP Trunking, Strategy, Data Center, Strategic Planning, WAN
Education
Colby College
BA, English
Champlain College 2006 — 2006
Managing Innovation in Technology
University of Vermont
Peter Walsh Design AgentParadigm2005 - 2009
Greenwich Associates September 1987 - February 1990
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MM, Marketing
Brown University 1983 — 1987
BS, Applied Mathematics
Boston Hill Advisors LLC July 2015 - Present
Boston Hill Advisors LLC July 2013 - June 2015
Teach For America July 2010 - June 2013
Greenwich Associates June 2009 - August 2009
Merrill Lynch January 2008 - February 2008
Education
Salem State University 2013 — 2014
Graduate Certificate in Financial Planning
Boston University 2010 — 2012
Master's degree, Education
Colby College 2006 — 2010
Bachelor of Arts (BA), Economics
The University of Edinburgh 2009 — 2009
Study Abroad Program
Trumbull High School 2002 — 2006
Pitney Bowes May 2015 - Present
Pitney Bowes June 2014 - April 2015
Pitney Bowes October 2012 - May 2014
Consulting February 2005 - May 2014
Pitney Bowes, Inc March 2008 - October 2012
Greenwich Associates December 2003 - March 2008
The MIT Press 2001 - 2003
Tuttle Publishing January 2001 - November 2001
Skills
Marketing Communications, Strategy, Corporate Social..., Project Management, Marketing, Market Research, Philanthropy, Non-profits, Volunteer Management, Event Management, Data Analysis, Blogging, Management, Training, Research, Social Media, Community Relations, Nonprofits, Budgets, Editing, Project Planning, Advertising, Fundraising, Leadership, Social Networking, Strategic Planning, Marketing Strategy, Entrepreneurship, CRM, Publishing, Employee Engagement, Copywriting, Community Development, Social Media Marketing, Strategic Communications, Public Relations, Editorial, Change Management
Education
The University of Connecticut School of Business 2010 — 2013
MBA, International Business, Marketing
EMLYON Business School 2012 — 2012
International Business
Bard College 1999 — 2001
B.A., Literature/Creative Writing
Bard College at Simon's Rock 1996 — 1998
A.A., General Studies
Kaufman Hall October 2010 - Present
Sg2 February 2010 - October 2010
Sg2 August 2008 - February 2010
Sg2 - Summer Internship June 2007 - August 2007
Greenwich Associates November 1998 - July 2006
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Marketing, Strategy, Healthcare Mgmt, International Business
Colgate University 1994 — 1998
BA, Political Science
Weston High School 1989 — 1993
Red Capital Group June 2011 - Present
Herbert J. Sims & Co. July 2004 - June 2011
Greenwich Associates 1999 - 2004
Skills
Acquisitions, Asset Managment, Business Development, Capital Markets, Due Diligence, Credit, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Structuring, Investments, Loan Origination, Loans, Mezzanine, Mergers & Acquisitions, Mortgage Lending, Private Equity, Portfolio Management, Private Placements, Real Estate, Real Estate Development, Restructuring, Series 7, Valuation, Venture Capital, Equities, Investment Banking, Real Estate Economics, Real Estate Financing, Disposition, Structured Finance
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Colby College 1995 — 1999
BA, Economics
J.P. Morgan July 2015 - Present
First Manhattan Co. August 2014 - May 2015
J.P. Morgan June 2014 - August 2014
Greenwich Associates September 2009 - June 2013
Williams & Connolly LLP May 2008 - September 2009
The Manhattan Institute May 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Business Strategy, Finance, Social Media, Research, Equities, Management
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Brown University 2005 — 2008
Classics: Latin and Economics
University of St. Andrews 2004 — 2005
Classics, History of Art
mindSHIFT April 2013 - Present
Gotham Technology Group January 2013 - March 2013
OpenSky Corp March 2012 - November 2012
Greenwich Associates June 2011 - March 2012
Morgan Stanley May 2010 - May 2011
Webster Bank July 2006 - February 2010
Webster Bank 2003 - 2007
FIRSTFED/Webster 2003 - 2005
Skills
MSI, Group Policy, Active Directory, DNS, VBScript, SCCM, Powershell, VB.NET, C# 4.0, App-V, MDT, OSD, Windows 7 Migration, Windows 7, Windows 8, WinPE, Multithreading, XML, Application Packaging, DHCP, WSUS, Windows Server, System Deployment, Windows XP, Technical Support, Operating Systems, Infrastructure
Education
Gibbs College 2002 — 2003
Bristol Community College 1998 — 2002
Egon Zehnder September 2013 - Present
Gerson Lehrman Group January 2011 - August 2013
Gerson Lehrman Group July 2007 - January 2011
Greenwich Associates July 2005 - July 2007
Financial Relations Board June 2004 - August 2004
Education
Bates College 2001 — 2005
BA, Economics
Bridgewater Associates April 2013 - April 2014
Port Chester Carver Center August 2009 - April 2013
Breast Cancer Alliance April 2009 - June 2009
Greenwich Associates July 2003 - November 2008
Skills
Asset Managment, Valuation, Business Development, Hedge Funds, Asset Management, Financial Modeling, Financial Services, Alternative Investments, Investments, Bloomberg, Equities, Private Equity, Fixed Income, Due Diligence, Investment Management, Capital Markets
Education
Boston College 1999 — 2003
Bachelor of Arts, History
Longfellow Investment Management Co. June 2009 - Present
Boston College Carroll Graduate School of Management September 2007 - February 2010
Standard Life Investments June 2008 - September 2008
Goldman Sachs May 2004 - August 2007
Greenwich Associates 2002 - 2004
Liberty Mutual Insurance 2001 - 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, MSF
Boston College 1997 — 2001
BS, Finance, Information Systems
London School of Economics and Political Science 1999 — 2000
Brava, LLC 2002 - Present
MoreMedia Direct, Inc 2008 - 2010
AOL 1996 - 2000
Donnelley Marketing September 1985 - May 1996
Greenwich Associates May 1982 - August 1985
Skills
Global Marketing, Upstream Marketing, Sales & Marketing..., Marketing Operations, Public Relations, Product Marketing, Positioning, Product Launch, Market Development, Marketing Analytics, Consumer Marketing, Commercialization, Pricing Strategy, Marketing Automation
Education
Boston College
City University of New York-Baruch College
SUNY New Paltz
Greenwich Associates February 1996 - Present
Education
Columbia University - Columbia Business School 2005 — 2006
Dartmouth College 1990 — 1994
BA
Fidelity Capital Markets March 2008 - Present
Fidelity Capital Markets 2005 - 2008
Fidelity Capital Markets 2002 - 2005
Prescient Markets 2000 - 2001
Lehman Brothers 1997 - 2000
Greenwich Associates 1993 - 1997
Skills
Fixed Income, Equities, Capital Markets, Securities, Electronic Trading, Series 7, Bloomberg, Hedge Funds, Series 63, CRM, Trading, Business Planning, Alternative Investments, Asset Managment, Trading Systems, Management, Financial Markets
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance
Colgate University 1988 — 1992
BA, Economics
Wayland High School 1985 — 1988
Greenwich Associates 2000 - Present
Cymbermation Inc., One of Canada's 50 Best Managed Companies 1990 - 1998
Skills
Marketing Research, Online Research, Data Collection, Microsoft Excel, Analytical Skills, Accpac
Education
Centennial College 2001 — 2004
Canadian Institute of Bookkeeping
KeyBanc Capital Markets September 2014 - Present
Jefferies & Company September 2010 - September 2014
Rothschild Inc. June 2004 - August 2010
Wasserstein Perella June 2000 - May 2002
Lazard Freres & Co. September 1999 - June 2000
Greenwich Associates September 1998 - September 1999
Skills
Mergers, Valuation, LBO, Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis, Competitive Analysis, Divestitures, Corporate Development, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Brandeis University 1994 — 1998
B.A., with honors, Economics, American Studies
Westwood Highschool 1990 — 1994
Greenwich Associates March 2014 - Present
Keter Environmental Services June 2013 - February 2014
Private personal portfolio management firm May 2011 - June 2013
Julie Jason (author) September 2010 - May 2011
Institutional Investor June 2001 - May 2005
TheStreet.com September 1999 - April 2001
Institutional Investor November 1995 - September 1999
Convent of the Sacred Heart September 1989 - June 1995
Baring America Asset Management Co., Inc February 1984 - August 1988
Skills
Proofreading, Editing, Project Management, Research, Copywriting, Publications, Media Relations, Magazines, Books
Education
Harvard University Graduate School of Education 1988 — 1989
EdM, Education
Connecticut College 1979 — 1983
BA, Sociology-based Human Relations
St. George's School 1975 — 1979
Moody's Investors Service April 2014 - February 2015
Moody's Investors Service August 2013 - April 2014
Greenwich Associates December 2012 - August 2013
Coleman Research Group May 2011 - December 2012
Skills
Analysis, Excel, Investments, Hedge Funds, Research, SQL, Salesforce.com, Microsoft Word, PowerPoint, Outlook, Access, Microsoft Excel, Databases, Analytics, Data Analysis, Business Objects, Mercury, Project Server, Project Management, Management, Fixed Income, Cross-functional Team..., Business Strategy, Marketing Strategy, Strategy, Competitive Analysis, Product Development, Budgets, Economics, Equities, Market Research, Finance, Business Analysis, Financial Analysis, Financial Modeling
Education
Instituto cervantes 2012 — 2012
Certification in Spanish Language
Alfred University 2006 — 2010
Bachelor of Science, Major: Finance; Minor: Economics
Universitat Jaume I 2009 — 2010
B.S., Finance Economics
CoreOne Consulting, LLC April 2012 - Present
MF Global February 2009 - February 2012
Tradeweb February 2003 - October 2008
Greenwich Associates March 1994 - February 2003
Paine Webber October 1986 - March 1994
Skills
Business Development, Fixed Income, Capital Markets, Trading Systems, Electronic Trading, Derivatives, Trading, Institutional Sales, Hedge Funds, Bloomberg, Market Data, Financial Markets, Series 7, Series 24
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Boston University 1982 — 1986
BA, Economic & History
Manning & Napier May 2015 - August 2015
Boston University Investment Office July 2012 - July 2014
Eaton Vance September 2009 - June 2012
Cowen and Company 2008 - 2008
Cowen and Company 2007 - 2007
Greenwich Associates 2007 - 2007
Skills
Investments, Valuation, Hedge Funds, Mutual Funds, Asset Allocation, Fixed Income, Bloomberg, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Colby College 2004 — 2008
BA, Economics, Mathematics
Greenwich Associates September 2012 - August 2014
TNS December 1998 - September 2012
Volvo Car Corporation 1989 - 1997
Merrill Lynch Economics, Economic Consulting and Planning 1986 - 1988
General Motors 1984 - 1985
Bureau of Labor Statistics 1983 - 1984
JCPenney 1981 - 1983
Columbia University in the City of New York 1981 - 1983
Mathematica Policy Research 1976 - 1977
Skills
Analytics, Segmentation, Customer Insight, Market Research, Forecasting, Marketing Research, Statistical Modeling, Key Driver Analysis
Education
Columbia University in the City of New York
Master's Degree, Economics
University of Pennsylvania
BA, Economics, cum laude
UCLA Anderson School of Management August 2015 - Present
DigitasLBi January 2015 - August 2015
Digitas August 2012 - December 2014
Greenwich Associates September 2009 - July 2012
Pine Ridge Capital, LLC June 2008 - August 2008
Bankrate, Inc. July 2007 - January 2008
Skills
Financial Analysis, Digital Media, Analytics, Competitive Analysis, Data Analysis, Marketing Strategy, Financial Modeling, Investments, Digital Marketing, Online Advertising, Mobile Advertising, Revenue Forecasting, Performance Measurement, Survey Design, Customer Research, Customer Satisfaction..., Social Media Marketing, DoubleClick, Google Analytics, Adobe Marketing Cloud, Pricing Analysis
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA)
Colgate University 2006 — 2009
Bachelor of Arts, English
Trinity College-Hartford 2005 — 2006
England Associates, Inc. 1992 - Present
BARRA/RogersCasey January 1996 - March 2000
Greenwich Associates, January 1980 - July 1992
Education
Berkeley College
Macy's July 2013 - Present
Self-employed March 2011 - May 2013
West Elm September 2007 - March 2011
Bloomingdale's January 2000 - January 2007
ASC Technologies January 1998 - January 2000
Modem Media Poppe Tyson Inc June 1999 - September 1999
Colgate Palmolive November 1998 - March 1999
Greenwich Associates June 1998 - November 1998
Dependent Care Connection March 1998 - June 1998
Skills
Vendor Management, Data Warehousing, Microsoft Excel, Team Leadership, Inventory Management, Access, Microsoft SQL Server, Analysis, Testing, Databases
Education
Brooklyn College, CUNY
Bachelor's Degree, Computer Information Science
City University of New York-Brooklyn College
Bachelor of Science, Computer Science
Canassistance June 2012 - Present
Canassistance February 2008 - January 2012
Greenwich Associates October 2005 - February 2007
Education
McGill University 2005 — 2012
Bachelor of Applied Science (B.A.Sc.), Psychologie avec mineure en éducation
Concordia University 2000 — 2003
The JBG Companies July 2014 - Present
Axia June 2013 - August 2013
Greenwich Associates May 2012 - August 2012
Interbrand May 2011 - August 2011
Thomson Reuters September 2009 - August 2010
Skills
Marketing Strategy, Strategic Planning, Marketing Communications, Marketing, Management Consulting, Quantitative Research, Competitive Analysis, Marketing Research, Equity Research, Financial Modeling, Leadership, Market Research, Microsoft Excel, Strategy, Editing, Matlab
Education
Brown University 2010 — 2014
BA, Economics
Phillips Exeter Academy 2006 — 2009
UP Academy Boston February 2014 - Present
BlackRock April 2013 - December 2013
Greenwich Associates May 2009 - November 2012
Mayflower Foundation September 2009 - October 2012
Skills
Market Research, Financial Services, Competitive Intelligence, Strategic Consulting, Quantitative Research, Customer Experience, Business Analysis, Business Development, Strategy, Financial Analysis, Customer Insight, Segmentation, Advertising Research, User Experience, Consumer Behaviour, Regression Analysis, Fundraising
Education
Colby College 2004 — 2008
BA, Economics, Cum Laude
needham high school
Brown Advisory June 2015 - Present
Highmount Capital April 2013 - Present
Kayne Anderson Real Estate Advisors November 2010 - September 2012
Spruce Private Investors December 2001 - April 2010
Columbus Circle Investors September 1995 - November 2001
Greenwich Associates September 1994 - September 1995
Playtex Products February 1989 - August 1994
Skills
Fixed Income, Financial Analysis, Investments, Accounting, Equities, Asset Managment, Portfolio Management, Life Insurance, Insurance, Options, Project Management, PowerPoint, Risk Management, Strategic Planning, Human Resources, Wealth Management, Asset Management, Hedge Funds
Education
College for Financial Planning 2014 — 2015
Certified Financial Planner (CFP)
Sacred Heart University 1994 — 1997
BS, Business Administration, 3.9 GPA
NAXION 1999 - Present
Greenwich Associates 1995 - 1997
Skills
Project Management, Segmentation, Market Research, Qualitative Research, Quantitative Research, Analytics
Education
University of Pennsylvania 1997 — 1999
M.A., History of Art
College of the Holy Cross 1991 — 1995
B.A., Political Science & History of Art
Trinity College Dublin 1993 — 1994
Greenwich Associates February 2015 - Present
Greenwich Associates August 2013 - December 2014
Greenwich Associates August 2012 - July 2013
Greenwich Associates June 2011 - August 2011
Marquis Jet January 2011 - March 2011
Skills
Analysis, Market Research, Financial Analysis, Financial Modeling, PowerPoint, Emerging Markets, Equities, Data Analysis, Research, Microsoft Excel, Social Media
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), European History
Fairfield Prep
Fairfield Prep
The Tuck School of Business at Dartmouth
March of Dimes September 2007 - Present
March of Dimes August 2000 - September 2007
Christine England Associates October 1993 - June 1996
Databased Research & Consulting August 1992 - October 1993
Greenwich Associates March 1981 - August 1992
Skills
Strategic Planning, Strategy, Budgets, Executive Management, Management, Leadership, Fundraising, CRM, Operations Management, Telecommunications, Consulting, Project Planning, Policy, Program Management, Social Media, Public Speaking, Nonprofits
Education
Binghamton University 1974 — 1978
BA, Psychology
Bronx High School of Science 1971 — 1974
Westpac April 2010 - December 2010
BTS Australasia 2007 - 2010
Greenwich Associates 2004 - 2005
Wachovia, A Wells Fargo Company 2002 - 2004
Wachovia, A Wells Fargo Company 2000 - 2002
Education
University of Georgia 2014 — 2018
Doctor of Veterinary Medicine, Veterinary Medicine
Australian Graduate School of Management 2006 — 2007
MBA, Strategy
IE Business School 2006 — 2007
MBA, Internatinal Exchange, Strategy
The Johns Hopkins University 1996 — 2000
Bachelors, Public Health (Pre-Med/Natural Science); Minor: Health Policy & Management
Metropoulos & Co. July 2015 - Present
J.P. Morgan May 2013 - July 2015
Greenwich Associates June 2011 - May 2013
Coyote Logistics June 2010 - August 2010
Skills
Series 7, Series 63
Education
Colby College 2007 — 2011
Bachelor of Arts, Economics - Financial Market Concentration
Dartmouth College
Tuck Business Bridge Program
Lake Forest Academy
Tiger Veda August 2014 - Present
Tiger Management April 2012 - August 2014
Gramercy Advisors LLC April 2011 - April 2012
Shumway Capital October 2007 - April 2011
D.B. Zwirn & Co. March 2007 - October 2007
AQR Capital Management 2004 - March 2007
Greenwich Associates 2002 - 2004
Education
Bucknell University 1995 — 1999
BA, Economics
Greenwich Associates September 2011 - Present
OmniGlobe Networks April 2010 - June 2010
OmniGlobe Networks April 2010 - May 2010
VMC June 2007 - September 2009
Volt Consultant Inc June 2007 - September 2009
Skills
Graphic Design, Logo Design, Illustrator, Brochures, InDesign, After Effects, Processing, Photoshop, PHP, CSS, Flash Animation, Web Development
Education
Concordia University 2011 — 2014
Major in Computation Arts, 3D modelling, animation, set modelling
CEGEP - John Abbott College 2005 — 2010
Diploma, Graphic Design/Web
John Abbott College
Diploma, Publication Design and Hypermedia Technology; Computer Science
Medtronic January 2015 - Present
Covidien August 1997 - January 2015
Gemini Consulting October 1994 - July 1997
Greenwich Associates January 1989 - October 1994
Skills
Medical Devices, Market Research, Competitive Intelligence, Marketing Research, Customer Insight, Competitive Analysis, Product Development, Market Analysis, Cross-functional Team..., Pharmaceutical Industry, Product Launch, Strategy, Product Management, Market Development, Product Marketing, Voice of the Customer
Education
Worcester Polytechnic Institute
MBA
Brandeis University
BA, English
Citi June 2008 - Present
Bear Stearns June 2006 - June 2008
Greenwich Associates June 2004 - June 2006
Skills
Convertible Bonds, Equity Derivatives
Education
Colgate University 2000 — 2004
Bachelor of Arts (B.A.), Economics
St. Paul's School 1996 — 2000
McGillicuddy LTD. August 2013 - Present
McGillicuddy LTD. August 2013 - Present
Greenwich Associates May 2013 - August 2013
SUNY New Paltz Computer Student Help Desk August 2009 - May 2013
Skills
Computer Security, Reverse Engineering, Computer Repair, Computer Hardware, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Virus Removal, VMware, Backup Solutions, Sophos, Data Recovery, Computer Diagnostics, Norton Ghost, Active Directory, Linux, OS X, iOS, Windows 7, Windows Server, Windows Vista, Java
Education
State University of New York at New Paltz 2009 — 2013
Bachelor’s Degree
Adelphi University 2007 — 2009
Greenwich Associates June 2015 - Present
Argo Group June 2014 - August 2014
British Consulate-General Boston May 2013 - July 2013
Harvard Graduate School of Education July 2011 - November 2011
Skills
Research, PowerPoint, Microsoft Excel
Education
Columbia University in the City of New York 2013 — 2016
Bachelor of Arts (B.A.), Political Science - International Relations
Vanderbilt University 2012 — 2013
Groton School 2007 — 2011
Self Employed September 2007 - Present
Greenwich Associates 2014 - 2014
Hong Kong and Shanghai Banking Corporation February 2003 - July 2005
Skills
Access, MS Excel, MS PowerPoint, Operations Management
Education
Boston University - Metropolitan College 1996 — 1998
Business, 3.63
State University of New York College at Fredonia 1988 — 1990
Bachelor of Arts (B.A.), Economics
Alfred State College - SUNY College of Technology 1985 — 1990
Associate of Arts and Sciences (A.A.S.), Business Administration
Greenwich Associates June 2003 - Present
Matrix Asset Advisors Inc June 1996 - September 1998
Dreman Value Management March 1985 - December 1988
Education
Lubin Graduate School of Business at Pace University 1981 — 1983
Master of Business Administration (M.B.A.), Finance and Banking, 3.97 out of 4.0
Brandeis University 1977 — 1981
Bachelor of Arts (B.A.), Economics, 3.0 out of 4.0