Greenwich Investment Management
Industry: Company
DescriptionFounded: 1999
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Greenwich Investment Management Employees
Employee
Years
Job
Industry
Sebastian Herrera Sebastian Herrera's Greenwich Investment Management Experience June 2010 - August 2010
Job James O. Freedman Presidential Scholar at Dartmouth College
Industry Financial Services
Experience
Dartmouth College May 2015 - Present
Dartmouth College 2014 - Present
Credit Suisse November 2014 - January 2015
Credit Suisse June 2014 - August 2014
Harlem Academy 2010 - 2013
Weill Cornell Medical College June 2011 - August 2011
Greenwich Investment Management June 2010 - August 2010
Skills
Microsoft Excel, English, PowerPoint, Microsoft Word, Python, Stata, Public Speaking, Bloomberg, Datastream, Morningstar, Microsoft Office, Research, Social Media, Event Planning
Education
Dartmouth College 2013 — 2017
Bachelor of Arts, Economics, Classical Languages and Literatures
Columbia University in the City of New York 2011 — 2013
Columbia University Science Honors Program, Physical Sciences
Collegiate School 2009 — 2013
High School
Yale University 2012 — 2012
Summer Session, History and Sociology, GPA: 4.0
Dartmouth College May 2015 - Present
Dartmouth College 2014 - Present
Credit Suisse November 2014 - January 2015
Credit Suisse June 2014 - August 2014
Harlem Academy 2010 - 2013
Weill Cornell Medical College June 2011 - August 2011
Greenwich Investment Management June 2010 - August 2010
Skills
Microsoft Excel, English, PowerPoint, Microsoft Word, Python, Stata, Public Speaking, Bloomberg, Datastream, Morningstar, Microsoft Office, Research, Social Media, Event Planning
Education
Dartmouth College 2013 — 2017
Bachelor of Arts, Economics, Classical Languages and Literatures
Columbia University in the City of New York 2011 — 2013
Columbia University Science Honors Program, Physical Sciences
Collegiate School 2009 — 2013
High School
Yale University 2012 — 2012
Summer Session, History and Sociology, GPA: 4.0
Maria Rosali Maria Rosali's Greenwich Investment Management Experience July 2015 - Present
Job Associate at Greenwich Investment Management
Industry Investment Management
Experience
Greenwich Investment Management July 2015 - Present
Greenwich Investment Management July 2015 - Present
Taplin Canida & Habacht September 2013 - October 2014
Williams Jones & Associates January 2008 - August 2013
Williams, Jones & Associates LLC 2008 - 2013
Loring Ward 2005 - 2006
Skills
Advent Axys, Advent APX, Reconciliation, Checkfree Security APL-..., Portia, Rex, Bloomberg, Factset, Equities, Fixed Income, Asset Management, Alternative Investments, Hedge Funds, Investment Operations, Mutual Funds, Corporate Actions, Separately Managed..., Managed Accounts, Dividends, Investments
Education
Borough of Manhattan Community College
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General
Grace Dodge Vocational
Secretarial
Greenwich Investment Management July 2015 - Present
Greenwich Investment Management July 2015 - Present
Taplin Canida & Habacht September 2013 - October 2014
Williams Jones & Associates January 2008 - August 2013
Williams, Jones & Associates LLC 2008 - 2013
Loring Ward 2005 - 2006
Skills
Advent Axys, Advent APX, Reconciliation, Checkfree Security APL-..., Portia, Rex, Bloomberg, Factset, Equities, Fixed Income, Asset Management, Alternative Investments, Hedge Funds, Investment Operations, Mutual Funds, Corporate Actions, Separately Managed..., Managed Accounts, Dividends, Investments
Education
Borough of Manhattan Community College
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General
Grace Dodge Vocational
Secretarial
Casey Minella Casey Minella's Greenwich Investment Management Experience June 2011 - January 2013
Job Executive Assistant to Producer Mimi Polk Gitlin at Gaia Entertainment
Industry Entertainment
Experience
Gaia Entertainment November 2014 - Present
Federation Entertainment August 2014 - November 2014
The Center for Research on the Effects of Television June 2012 - June 2014
Teatrotaller, Cornell's Spanish Theatre Group August 2011 - May 2014
Film Presence January 2014 - February 2014
Josh Greenbaum June 2013 - August 2013
Star Thrower Entertainment June 2013 - August 2013
AEM 1200: Intro to Business Management January 2013 - May 2013
NBC Universal January 2013 - January 2013
Greenwich Investment Management June 2011 - January 2013
Skills
Fundraising, PowerPoint, Student Theatre, Microsoft Word, Microsoft Excel, Spanish, Leadership, Time Management, Television, Theatre, Organization, Teaching, Social Networking, Axys, Community Outreach, Marketing, Final Cut, Adobe Creative Suite, Microsoft Office, ACT!, Advertising, Facebook, Editing, Event Planning, Social Media, Final Cut Pro
Education
Cornell University 2010 — 2014
Bachelor of Arts (B.A.), Independent Major in Television Studies, Triple Minor in Business, Communication, and Visual Studies, Recent Graduate
The Masters School 2006 — 2010
Diploma, 9-12
Gaia Entertainment November 2014 - Present
Federation Entertainment August 2014 - November 2014
The Center for Research on the Effects of Television June 2012 - June 2014
Teatrotaller, Cornell's Spanish Theatre Group August 2011 - May 2014
Film Presence January 2014 - February 2014
Josh Greenbaum June 2013 - August 2013
Star Thrower Entertainment June 2013 - August 2013
AEM 1200: Intro to Business Management January 2013 - May 2013
NBC Universal January 2013 - January 2013
Greenwich Investment Management June 2011 - January 2013
Skills
Fundraising, PowerPoint, Student Theatre, Microsoft Word, Microsoft Excel, Spanish, Leadership, Time Management, Television, Theatre, Organization, Teaching, Social Networking, Axys, Community Outreach, Marketing, Final Cut, Adobe Creative Suite, Microsoft Office, ACT!, Advertising, Facebook, Editing, Event Planning, Social Media, Final Cut Pro
Education
Cornell University 2010 — 2014
Bachelor of Arts (B.A.), Independent Major in Television Studies, Triple Minor in Business, Communication, and Visual Studies, Recent Graduate
The Masters School 2006 — 2010
Diploma, 9-12
Heather Sevillano Heather Sevillano's Greenwich Investment Management Experience January 2010 - Present
Job Director & Chief Operating Officer
Industry Investment Management
Experience
Greenwich Investment Management January 2010 - Present
Greenwich Investment Management January 2007 - December 2009
Stollman & Zuccarini Associates / Northwestern Mutual Financial Network 2004 - 2006
Oldham Resource Group 1999 - 2004
Pillar Financial Advisors September 1999 - May 2000
Education
Bentley University 1996 — 2000
BS, Finance
Jonathan Law 1992 — 1996
Greenwich Investment Management January 2010 - Present
Greenwich Investment Management January 2007 - December 2009
Stollman & Zuccarini Associates / Northwestern Mutual Financial Network 2004 - 2006
Oldham Resource Group 1999 - 2004
Pillar Financial Advisors September 1999 - May 2000
Education
Bentley University 1996 — 2000
BS, Finance
Jonathan Law 1992 — 1996
Morgan R.F. Beeson Morgan R.F. Beeson's Greenwich Investment Management Experience May 2010 - August 2010
Job Aladdin Platform Strategy at BlackRock
Industry Financial Services
Experience
BlackRock February 2012 - Present
WR Capital Management May 2011 - February 2012
Bucknell Squash September 2009 - May 2011
Greenwich Investment Management May 2010 - August 2010
Spencer Trask May 2009 - August 2009
Skills
Fixed Income, Project Management, Investments, Equities, Business Development, Statistics, Data Analysis
Education
Bucknell University 2008 — 2012
Major in Economics, Minor in Applied/Modeling Mathematics
St. George's School 2005 — 2008
Greenwich Country Day School 1995 — 2005
BlackRock February 2012 - Present
WR Capital Management May 2011 - February 2012
Bucknell Squash September 2009 - May 2011
Greenwich Investment Management May 2010 - August 2010
Spencer Trask May 2009 - August 2009
Skills
Fixed Income, Project Management, Investments, Equities, Business Development, Statistics, Data Analysis
Education
Bucknell University 2008 — 2012
Major in Economics, Minor in Applied/Modeling Mathematics
St. George's School 2005 — 2008
Greenwich Country Day School 1995 — 2005
Daniel Presson Daniel Presson's Greenwich Investment Management Experience July 2012 - August 2012
Job Experienced Assurance Associate at Moss Adams
Industry Accounting
Experience
Moss Adams LLP January 2015 - Present
CliftonLarsonAllen July 2013 - December 2014
Greenwich Investment Management July 2012 - August 2012
Habitat for Humanity International August 2011 - December 2011
Gene Baker CPA January 2011 - May 2011
Eastern Health March 2010 - May 2010
Northern Arizona Justice Project August 2009 - December 2009
Northern Arizona University August 2008 - December 2009
Community HousingWorks May 2009 - August 2009
Skills
Financial Accounting, Auditing, Accounting, Financial Reporting, Financial Analysis, GAAP, Microsoft Excel, PowerPoint
Education
Indiana University Bloomington 2012 — 2013
Master of Science (MS), Accounting
Northern Arizona University, College of Business Administration 2007 — 2011
Bachelor of Science, Magna Cum Laude, Accountancy, Criminal Justice, 3.82
Moss Adams LLP January 2015 - Present
CliftonLarsonAllen July 2013 - December 2014
Greenwich Investment Management July 2012 - August 2012
Habitat for Humanity International August 2011 - December 2011
Gene Baker CPA January 2011 - May 2011
Eastern Health March 2010 - May 2010
Northern Arizona Justice Project August 2009 - December 2009
Northern Arizona University August 2008 - December 2009
Community HousingWorks May 2009 - August 2009
Skills
Financial Accounting, Auditing, Accounting, Financial Reporting, Financial Analysis, GAAP, Microsoft Excel, PowerPoint
Education
Indiana University Bloomington 2012 — 2013
Master of Science (MS), Accounting
Northern Arizona University, College of Business Administration 2007 — 2011
Bachelor of Science, Magna Cum Laude, Accountancy, Criminal Justice, 3.82
Nick Trotman's Greenwich Investment Management Experience February 2009 - May 2011
Job Chief Operating Officer, Portfolio Manager at FlowPoint Capital Partners, LP
Industry Investment Management
Experience
FlowPoint Capital Partners, LP March 2014 - Present
Equity Income May 2012 - February 2014
LINC Asset Management June 2011 - May 2012
Greenwich Investment Management February 2009 - May 2011
Calimar Capital Management October 2007 - September 2008
High Street Advisors January 2004 - September 2007
Adams Harkness June 2000 - December 2003
Skills
Alternative Investments, Investments, Hedge Funds, Asset Management, Equities, Portfolio Management, Equity Research, Bloomberg, Asset Allocation, Investment Management, Series 7, Fixed Income, Investment Strategies, ETFs, Bonds, Fund Of Funds
Education
Columbia Business School 1999 — 2000
MBA
Tufts University 1990 — 1994
BA
Tabor Academy 1988 — 1990
FlowPoint Capital Partners, LP March 2014 - Present
Equity Income May 2012 - February 2014
LINC Asset Management June 2011 - May 2012
Greenwich Investment Management February 2009 - May 2011
Calimar Capital Management October 2007 - September 2008
High Street Advisors January 2004 - September 2007
Adams Harkness June 2000 - December 2003
Skills
Alternative Investments, Investments, Hedge Funds, Asset Management, Equities, Portfolio Management, Equity Research, Bloomberg, Asset Allocation, Investment Management, Series 7, Fixed Income, Investment Strategies, ETFs, Bonds, Fund Of Funds
Education
Columbia Business School 1999 — 2000
MBA
Tufts University 1990 — 1994
BA
Tabor Academy 1988 — 1990
Michele Newland's Greenwich Investment Management Experience July 2011 - May 2012
Job Chief Investment Officer at RPM Capital Management
Industry Investment Management
Experience
RPM Capital Management June 2012 - Present
Greenwich Investment Management July 2011 - May 2012
Newland Law Firm 1998 - 2011
Joint Commission 1997 - 1999
Skills
Fixed Income, Financial Structuring, Bonds, Investments, Municipalities, Regulations, Investment Strategies, Alternative Investments, Institutional, Attorneys, Preparation, Government Agencies, Hedge Funds, Legislation, Federal Law, Public Law, Zoning, Asset Allocation, Municipal Finance, Health Law, Land Use, Asset Management, Capital Markets, Regulatory
Education
The John Marshall Law School
J.D.
California State University, Fullerton
B.S.
RPM Capital Management June 2012 - Present
Greenwich Investment Management July 2011 - May 2012
Newland Law Firm 1998 - 2011
Joint Commission 1997 - 1999
Skills
Fixed Income, Financial Structuring, Bonds, Investments, Municipalities, Regulations, Investment Strategies, Alternative Investments, Institutional, Attorneys, Preparation, Government Agencies, Hedge Funds, Legislation, Federal Law, Public Law, Zoning, Asset Allocation, Municipal Finance, Health Law, Land Use, Asset Management, Capital Markets, Regulatory
Education
The John Marshall Law School
J.D.
California State University, Fullerton
B.S.
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY