Hedgeworks LLC
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Hedgeworks LLC Employees
Beacon Consulting Group November 2012 - Present
Deutsche Bank January 2012 - October 2012
Deutsche Bank February 2008 - December 2011
Hedgeworks LLC December 2005 - February 2008
Investors Bank & Trust September 2004 - August 2005
Skills
Financial Reporting, Hedge Funds, Investments, Accounting, Mutual Funds, Valuation, Auditing, Fund Of Funds, Financial Analysis, Analysis, Fixed Income, Bloomberg, Account Reconciliation, Equities, Alternative Investments, Due Diligence, Asset Allocation
Education
Boston University - School of Management 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Jones Little & Co., CPA's May 2013 - Present
Ross & Company CPA, PLLC December 2012 - April 2013
Colorado Tax Solutions, Inc. March 2012 - March 2013
Norman R Taylor CPA PC August 2011 - July 2012
Wiener Frushtick & Straub P.C. January 2009 - April 2009
HedgeWorks LLC April 2006 - May 2007
Warburg Pincus, LLC March 2004 - May 2005
Rothstein, Kass & Company, P.C. September 2000 - March 2004
Skills
CPA, Income Tax, Tax Preparation, Tax Research, Tax Accounting, Partnership Taxation, Corporate Tax, S Corporations, Tax Returns, Financial Reporting, Accounting, Payroll Taxes, Sales Tax, Accruals, QuickBooks, Bank Reconciliation, Account Reconciliation, Bookkeeping, General Ledger, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Fixed Assets, Auditing, Accounts Payable, Journal Entries, Variance Analysis, GAAP, Financial Statements, ProSystem fx Tax
Education
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Accounting
BNY Mellon April 2014 - Present
Deutsche Bank January 2013 - November 2013
Deutsche Bank January 2012 - December 2012
Deutsche Bank January 2009 - December 2011
Hedgeworks LLC August 2007 - December 2008
BNY Mellon May 2006 - July 2007
Skills
Microsoft Excel, Microsoft Office, Bloomberg, Advent, Lotus Notes, Fund Accounting, Equities, Hedge Funds, Futures, Bonds, FX Options, Swaps, Equity Swaps, Fixed Income, Fund Administration, Corporate Actions, Account Reconciliation
Education
Saint Anselm College 2002 — 2006
Bachelor of Arts (B.A.), Business/Commerce, General
Central Catholic High School 1998 — 2002
Susquehanna International Group December 2011 - Present
Off Wall Street Research February 2011 - December 2011
Voyant Advisors May 2007 - January 2011
Hedgeworks LLC May 2006 - April 2007
Investors Bank & Trust February 2005 - March 2006
Investors Bank & Trust February 2004 - January 2005
Investors Bank & Trust 2002 - 2004
Education
University of California, San Diego 2006 — 2009
Accounting
Tufts University 1998 — 2002
Bachelor of Arts, Economics
Kidron Capital July 2012 - Present
Piper Jaffray August 2010 - July 2012
Telegraph Capital Partners March 2010 - August 2010
Valiant Capital Partners June 2009 - August 2009
Slocum and Associates October 2006 - June 2008
US Bank Fund Services September 2005 - October 2006
Hedgeworks LLC June 2004 - May 2005
Skills
Financial Modeling, Equity Research, Hedge Funds, Equity Valuation, Bloomberg, Financial Analysis, Equities, Investments, Portfolio Management, Valuation
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
Master of Business Administration, Investments
San Diego State University-California State University 2001 — 2005
BS, Finance
Benilde St Margarets
Altegris January 2009 - May 2014
Altegris March 2006 - December 2008
Hedgeworks LLC March 2004 - February 2006
National Planning Corporation (NPC) June 2003 - March 2004
SunAmerica Securties December 2001 - April 2003
Merrill Lynch June 1999 - September 2001
Skills
Asset Managment, Equities, Hedge Funds, Risk Management, Fixed Income, Fund Accounting, Manage Client..., Model Portfolios, Equity Trading, Alternative Investments, Direct Sales, Microsoft Excel, Business Development, Financial Services
Education
San Diego State University-California State University
Bachelor's Degree, Finance
Fairfield Residential LLC March 2007 - Present
Hedgeworks LLC August 2005 - January 2007
Merrill Lynch Private Client Group March 2004 - May 2005
Skills
Budgets, Financial Modeling
Education
SDSU 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance, General
San Diego State University BS Finance 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance, General
San Diego State University-California State University 2001 — 2005
BS, Finance
Yosemite Capital LLC May 2012 - Present
DTN Associates LLC November 2008 - Present
University Club Of Palo Alto November 2013 - Present
Colchis Capital Management, LLC November 2007 - October 2008
Scion Capital, LLC August 2004 - May 2007
Hedgeworks LLC July 2000 - August 2004
BNY Mellon May 1998 - June 2000
Hudson Valley Bank April 1996 - April 1998
Chase Manhattan Bank June 1986 - April 1996
Skills
Financial Modeling, Strategy, Alternative Investments, Strategic Planning, Asset Managment, Private Equity, Customer Service, Asset Management, Venture Capital, Portfolio Management, Finance, Mutual Funds, Strategic Partnerships, Real Estate, Corporate Development
Education
Providence College 1982 — 1986
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Reality Shares ETF Trust January 2014 - Present
Alpha Parity All Weather Fund April 2013 - Present
True North Advisory Group February 2012 - Present
Deutsche Bank- Alternative Fund Services January 2008 - March 2011
Hedgeworks LLC January 2000 - January 2008
Bricoleur Capital Management January 1998 - January 2000
United Asset Management January 1997 - 1998
Scudder Investments 1995 - 1997
U.S. Securities & Exchange Commission (SEC) 1991 - 1995
Skills
Management, Equities, Business Strategy, Derivatives, Private Equity, Alternative Investments, Fixed Income, Hedge Funds
Education
Providence College 1985 — 1989
Bachelor of Science, Accounting and Finance
Cornwall Capital Management LP September 2007 - Present
Hedgeworks LLC June 2004 - September 2007
Skills
Fixed Income, Risk Management, Financial Modeling, Equities, Hedge Funds, Bloomberg, Microsoft Excel, Microsoft Office, Project Management, PowerPoint, Private Equity, Process Scheduler, Social Media, QuickBooks, Research, Blogging, Credit, Loans, Banking, Mortgage Lending
Education
University of Maine 2000 — 2004
Bachelor of Science (B.S.)