Herbert J. Sims & Co.
Industry: Company
DescriptionFounded: 1935 Subsidiaries: Sims Mortgage Funding, Inc., Parent organization: Teksys CorporationFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportHerbert J Sims & Co IncWebsiteDirections Saved (0) Saved Save Investment bank in Fairfield, Connecticut Address: 2150 Post Rd, Fairfield, CT 06824 Phone: (203) 418-9000: : Place name: : Website: : : : Category: Hours: Website: http://www.hjsims.com/ Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Herbert J Sims & Co Inc Posting publicly on the Web Write a review Reviews Be the first to review
Herbert J. Sims & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Herbert J. Sims & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Herbert J. Sims & Co. Employees
Employee
Years
Job
Industry
Adam Clavin Adam Clavin's Herbert J. Sims & Co. Experience April 2008 - August 2010
Job Guest Services & Housekeeping Manager at Dolce Hotels & Resorts
Industry Hospitality
Experience
Dolce Norwalk - A Wyndham Hotel Group Managed Property July 2012 - Present
Dolce Hotels & Resorts August 2010 - July 2012
Dolce Hotels & Resorts August 2009 - August 2010
Herbert J. Sims & Co. April 2008 - August 2010
Dolce Hotels & Resorts August 2008 - August 2009
Skills
Hospitality, Hotels, Hospitality Management, Hotel Management, Hospitality Industry, Front Office, Resorts, Revenue Analysis, Food & Beverage, Rooms Division, Property Management..., Micros, Pre-opening, Yield Management, MICROS, Customer Service
Education
Fairfield University 2004 — 2008
Fairfield University
Dolce Norwalk - A Wyndham Hotel Group Managed Property July 2012 - Present
Dolce Hotels & Resorts August 2010 - July 2012
Dolce Hotels & Resorts August 2009 - August 2010
Herbert J. Sims & Co. April 2008 - August 2010
Dolce Hotels & Resorts August 2008 - August 2009
Skills
Hospitality, Hotels, Hospitality Management, Hotel Management, Hospitality Industry, Front Office, Resorts, Revenue Analysis, Food & Beverage, Rooms Division, Property Management..., Micros, Pre-opening, Yield Management, MICROS, Customer Service
Education
Fairfield University 2004 — 2008
Fairfield University
Aaron Rulnick Aaron Rulnick's Herbert J. Sims & Co. Experience October 1997 - Present
Job Managing Principal at Herbert J. Sims & Co., Inc. (HJ Sims)
Industry Investment Banking
Experience
Herbert J. Sims & Co. October 1997 - Present
Skills
Investment Banking, Debt, Bonds, Equities, Mezzanine, Loans, Underwriting, Alternative Investments, Financial Modeling, Mergers & Acquisitions, Fixed Income, Due Diligence, Private Equity, Valuation, Portfolio Management, Equity Valuation
Education
University of Maryland College Park
BS, Housing
American University
MPA, Policy Analysis
Herbert J. Sims & Co. October 1997 - Present
Skills
Investment Banking, Debt, Bonds, Equities, Mezzanine, Loans, Underwriting, Alternative Investments, Financial Modeling, Mergers & Acquisitions, Fixed Income, Due Diligence, Private Equity, Valuation, Portfolio Management, Equity Valuation
Education
University of Maryland College Park
BS, Housing
American University
MPA, Policy Analysis
Jim Jeffery, CFA, MBA Jim Jeffery, CFA, MBA's Herbert J. Sims & Co. Experience November 1994 - October 2000
Job Investment Management Consultant, Founder and Principal of Jeffery Asset Management
Industry Investment Management
Experience
Jeffery Asset Management November 2000 - Present
Herbert J. Sims & Co. November 1994 - October 2000
Asiel & Co October 1990 - October 1994
Skills
Investment Management..., Senior Living Finance, Investment Policy for..., Asset Allocation..., Asset Managment, Management Consulting, Financial Services, Asset Management, Bonds, Investment Banking
Education
Duke University 1975 — 1978
Bachelor of Arts (B.A.)
CFA Institute
Chartered Financial Analyst (CFA)
New York University - Leonard N. Stern School of Business
MBA, Finance
Jeffery Asset Management November 2000 - Present
Herbert J. Sims & Co. November 1994 - October 2000
Asiel & Co October 1990 - October 1994
Skills
Investment Management..., Senior Living Finance, Investment Policy for..., Asset Allocation..., Asset Managment, Management Consulting, Financial Services, Asset Management, Bonds, Investment Banking
Education
Duke University 1975 — 1978
Bachelor of Arts (B.A.)
CFA Institute
Chartered Financial Analyst (CFA)
New York University - Leonard N. Stern School of Business
MBA, Finance
Keith Robertson Keith Robertson's Herbert J. Sims & Co. Experience 1998 - 2000
Job Managing Director at Ziegler
Industry Financial Services
Experience
Ziegler January 2007 - Present
Retirement Living Services 2000 - 2006
Herbert J. Sims & Co. 1998 - 2000
Skills
Finance, Start-ups, Management, Nonprofits, Retirement, Financial Modeling, Due Diligence, Bonds, Strategic Planning, Financial Analysis, Capital Markets, Mergers & Acquisitions, Valuation, Investment Banking, Strategic Financial..., Private Equity, Portfolio Management, New Business Development, Leadership, Corporate Finance
Education
University of Hartford 2001 — 2004
MBA
Southern Connecticut State University 1990 — 1994
BS, Political Science
Ziegler January 2007 - Present
Retirement Living Services 2000 - 2006
Herbert J. Sims & Co. 1998 - 2000
Skills
Finance, Start-ups, Management, Nonprofits, Retirement, Financial Modeling, Due Diligence, Bonds, Strategic Planning, Financial Analysis, Capital Markets, Mergers & Acquisitions, Valuation, Investment Banking, Strategic Financial..., Private Equity, Portfolio Management, New Business Development, Leadership, Corporate Finance
Education
University of Hartford 2001 — 2004
MBA
Southern Connecticut State University 1990 — 1994
BS, Political Science
Clifford Edelmann Clifford Edelmann's Herbert J. Sims & Co. Experience November 2010 - Present
Job Vice President / Fixed Income Investments @ HJ Sims
Industry Investment Management
Experience
Herbert J. Sims & Co. November 2010 - Present
Goodman Strategic Asset Management Group November 2010 - Present
ESQ Marketing, Inc. 2007 - 2010
Locke Lord Bissell & Liddell LLP 2005 - 2007
Dow Lohnes PLLC 1997 - 2002
Skills
Securities, Financial Analysis, Asset Managment, Investments, Financial Modeling, Asset Management, Wealth Accumulation, Fixed Income, FINRA, Retirement Planning, Alternative Investments
Education
Wake Forest University School of Business 2002 — 2004
MBA, Marketing & Finance
University of Florida 1991 — 1995
B.A., Business Administration
University of Florida - Warrington College of Business Administration 1991 — 1995
B.A., Business Administration
Herbert J. Sims & Co. November 2010 - Present
Goodman Strategic Asset Management Group November 2010 - Present
ESQ Marketing, Inc. 2007 - 2010
Locke Lord Bissell & Liddell LLP 2005 - 2007
Dow Lohnes PLLC 1997 - 2002
Skills
Securities, Financial Analysis, Asset Managment, Investments, Financial Modeling, Asset Management, Wealth Accumulation, Fixed Income, FINRA, Retirement Planning, Alternative Investments
Education
Wake Forest University School of Business 2002 — 2004
MBA, Marketing & Finance
University of Florida 1991 — 1995
B.A., Business Administration
University of Florida - Warrington College of Business Administration 1991 — 1995
B.A., Business Administration
Adam Goodman Adam Goodman's Herbert J. Sims & Co. Experience July 2010 - Present
Job Vice President Retirement Portfolio Manager at Goodman Strategic Asset Management Group
Industry Investment Management
Experience
Herbert J. Sims & Co. July 2010 - Present
Goodman Strategic Asset Management Group July 2010 - Present
Castle Group February 2008 - June 2010
History & Heraldry 2002 - 2006
SunGard Pentamation 2000 - 2001
Universal Computer Systems 1999 - 2000
HotOffice Technologies 1997 - 1999
Skills
Retirement Plans, 401k Plans, Fixed Income Securities, Investments, Portfolio Management, Financial Analysis, Asset Managment, Strategic Financial..., Public Speaking, Sales, Marketing, Bonds, Fixed Income, Retirement Planning, Investment Banking, 401k, Asset Management, Financial Planners, Fixed Annuities, Retirement, Alternative Investments, Series 7, Securities, Asset Allocation, Investment Strategies, FINRA, Wealth Management, Leadership, Strategic Planning, Negotiation, Management
Education
University of Delaware 1987 — 1992
Bachelor of Arts, History & Political Science
Columbia High School 1984 — 1987
Herbert J. Sims & Co. July 2010 - Present
Goodman Strategic Asset Management Group July 2010 - Present
Castle Group February 2008 - June 2010
History & Heraldry 2002 - 2006
SunGard Pentamation 2000 - 2001
Universal Computer Systems 1999 - 2000
HotOffice Technologies 1997 - 1999
Skills
Retirement Plans, 401k Plans, Fixed Income Securities, Investments, Portfolio Management, Financial Analysis, Asset Managment, Strategic Financial..., Public Speaking, Sales, Marketing, Bonds, Fixed Income, Retirement Planning, Investment Banking, 401k, Asset Management, Financial Planners, Fixed Annuities, Retirement, Alternative Investments, Series 7, Securities, Asset Allocation, Investment Strategies, FINRA, Wealth Management, Leadership, Strategic Planning, Negotiation, Management
Education
University of Delaware 1987 — 1992
Bachelor of Arts, History & Political Science
Columbia High School 1984 — 1987
Jeff Sands Jeff Sands's Herbert J. Sims & Co. Experience October 1996 - 2010
Job Senior Housing Investor
Industry Financial Services
Experience
HJ Sims 2012 - Present
HJ Sims Investments October 2010 - 2012
Herbert J. Sims & Co. October 1996 - 2010
Wiggin & Dana September 1980 - October 1996
Skills
Mezzanine, Senior Housing, Debt, Financial Modeling, Portfolio Management, Strategic Planning, Investment Banking, Retirement Homes, Asset Managment, Investments
Education
The University of Connecticut School of Law 1977 — 1980
JD High Honors
Trinity College-Hartford 1973 — 1977
BA, History
HJ Sims 2012 - Present
HJ Sims Investments October 2010 - 2012
Herbert J. Sims & Co. October 1996 - 2010
Wiggin & Dana September 1980 - October 1996
Skills
Mezzanine, Senior Housing, Debt, Financial Modeling, Portfolio Management, Strategic Planning, Investment Banking, Retirement Homes, Asset Managment, Investments
Education
The University of Connecticut School of Law 1977 — 1980
JD High Honors
Trinity College-Hartford 1973 — 1977
BA, History
Rick Lohr Rick Lohr's Herbert J. Sims & Co. Experience August 2007 - February 2011
Job Managing Director, Head of Senior Living Group at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray August 2014 - Present
BB&T Capital Markets March 2011 - August 2014
Herbert J. Sims & Co. August 2007 - February 2011
Greystone Communities January 1996 - June 2003
Tucker Alan Inc. September 1994 - December 1995
Peterson Consulting March 1992 - September 1994
Bank One July 1990 - March 1992
Skills
Management, Finance, Capital Markets, Investment Banking, Financial Modeling, Valuation, Private Equity, Bonds, Fixed Income, Investments, Due Diligence, Mergers & Acquisitions, Real Estate Economics, Asset Managment, Real Estate, Financial Structuring, Portfolio Management, Financial Analysis, Equities, Asset Management, Strategic Planning, Loans, Structured Finance
Education
Baylor University - Hankamer School of Business 1986 — 1990
Piper Jaffray August 2014 - Present
BB&T Capital Markets March 2011 - August 2014
Herbert J. Sims & Co. August 2007 - February 2011
Greystone Communities January 1996 - June 2003
Tucker Alan Inc. September 1994 - December 1995
Peterson Consulting March 1992 - September 1994
Bank One July 1990 - March 1992
Skills
Management, Finance, Capital Markets, Investment Banking, Financial Modeling, Valuation, Private Equity, Bonds, Fixed Income, Investments, Due Diligence, Mergers & Acquisitions, Real Estate Economics, Asset Managment, Real Estate, Financial Structuring, Portfolio Management, Financial Analysis, Equities, Asset Management, Strategic Planning, Loans, Structured Finance
Education
Baylor University - Hankamer School of Business 1986 — 1990
Courtney Hurczyn Courtney Hurczyn's Herbert J. Sims & Co. Experience September 2011 - Present
Job Staff Attorney at Herbert J. Sims & Co.
Industry Investment Banking
Experience
Herbert J. Sims & Co. September 2011 - Present
Skills
Due Diligence, FINRA, Mergers & Acquisitions, Securities, Structured Finance, Securities Regulation, Capital Markets, Fixed Income, Private Equity
Education
Western New England College School of Law 2008 — 2011
Doctor of Law (JD)
The University of Connecticut 2003 — 2007
Bachelor of Science (BS)
Herbert J. Sims & Co. September 2011 - Present
Skills
Due Diligence, FINRA, Mergers & Acquisitions, Securities, Structured Finance, Securities Regulation, Capital Markets, Fixed Income, Private Equity
Education
Western New England College School of Law 2008 — 2011
Doctor of Law (JD)
The University of Connecticut 2003 — 2007
Bachelor of Science (BS)
Julian Muster's Herbert J. Sims & Co. Experience June 2013 - October 2014
Job Assistant Vice President FSA at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2014 - Present
Herbert J. Sims & Co. June 2013 - October 2014
Prudential Financial August 2012 - May 2013
Deals4MealsOnline.com September 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Finance, Financial Analysis, Investments, Bloomberg Terminal, Bloomberg, Financial Modeling, Fixed Income, Equities, Securities, Asset Management
Education
Seton Hall University 2008 — 2012
BS, History
Bank of America Merrill Lynch October 2014 - Present
Herbert J. Sims & Co. June 2013 - October 2014
Prudential Financial August 2012 - May 2013
Deals4MealsOnline.com September 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Finance, Financial Analysis, Investments, Bloomberg Terminal, Bloomberg, Financial Modeling, Fixed Income, Equities, Securities, Asset Management
Education
Seton Hall University 2008 — 2012
BS, History
Brian DelGuercio Brian DelGuercio's Herbert J. Sims & Co. Experience January 2013 - May 2013
Job Jr. Account Management Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial November 2014 - Present
GlobeTax December 2013 - January 2014
Tressler LLP July 2013 - August 2013
Herbert J. Sims & Co. January 2013 - May 2013
SUNY Global Center, Levin Institute July 2011 - August 2011
Skills
Finance, Start-ups, Venture Capital, Leadership, Credit, Marketing, Analysis, Financial Modeling, Financial Analysis, Investments, Valuation, Portfolio Management, Microsoft Office, Microsoft Excel, Microsoft Word, Accounting
Education
Fairfield University 2010 — 2014
Bachelor of Science (BS), Business Finance
Cedar Grove High School 2006 — 2010
Prudential Financial November 2014 - Present
GlobeTax December 2013 - January 2014
Tressler LLP July 2013 - August 2013
Herbert J. Sims & Co. January 2013 - May 2013
SUNY Global Center, Levin Institute July 2011 - August 2011
Skills
Finance, Start-ups, Venture Capital, Leadership, Credit, Marketing, Analysis, Financial Modeling, Financial Analysis, Investments, Valuation, Portfolio Management, Microsoft Office, Microsoft Excel, Microsoft Word, Accounting
Education
Fairfield University 2010 — 2014
Bachelor of Science (BS), Business Finance
Cedar Grove High School 2006 — 2010
Stacy Goldsmith Stacy Goldsmith's Herbert J. Sims & Co. Experience February 2012 - Present
Job Vice President at Herbert J. Sims & Co Inc Fixed Income Specialist
Industry Financial Services
Experience
Herbert J. Sims & Co. February 2012 - Present
UBS Financial Services December 2008 - February 2012
Glen Rauch Securities August 2004 - December 2008
Dime Securities April 2001 - October 2003
WM Financial Services 2001 - October 2003
First Union Brokerage Services January 1996 - April 2001
First Fidelity Bank 1992 - 1996
First Institutional Securities Inc 1990 - 1992
Discount Corporation of NY Municipals 1985 - 1989
Skills
Investments, Bonds, Series 7, Series 63, Wealth Management, Asset Managment, Trading, Securities, Fixed Income, Equities, Economics, Portfolio Management, Capital Markets, Investment Banking, Mutual Funds, FINRA, Alternative Investments, Asset Allocation, Bloomberg, Uniform Combined State..., Asset Management, Investment Strategies, Series 24
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
BA
Herbert J. Sims & Co. February 2012 - Present
UBS Financial Services December 2008 - February 2012
Glen Rauch Securities August 2004 - December 2008
Dime Securities April 2001 - October 2003
WM Financial Services 2001 - October 2003
First Union Brokerage Services January 1996 - April 2001
First Fidelity Bank 1992 - 1996
First Institutional Securities Inc 1990 - 1992
Discount Corporation of NY Municipals 1985 - 1989
Skills
Investments, Bonds, Series 7, Series 63, Wealth Management, Asset Managment, Trading, Securities, Fixed Income, Equities, Economics, Portfolio Management, Capital Markets, Investment Banking, Mutual Funds, FINRA, Alternative Investments, Asset Allocation, Bloomberg, Uniform Combined State..., Asset Management, Investment Strategies, Series 24
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
BA
Aquila Butt Aquila Butt's Herbert J. Sims & Co. Experience September 2012 - December 2012
Job 2013 GTP at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank September 2013 - Present
UBS Investment Bank June 2012 - Present
Herbert J. Sims & Co. September 2012 - December 2012
UBS Wealth Management January 2012 - April 2012
Education
Sacred Heart University 2009 — 2013
Bachelor of Science (B.S.), Finance and Economics
Sacred Heart University in Luxembourg 2012 — 2012
European Economics
Lahore American School 2007 — 2009
High School Diploma
UBS Investment Bank September 2013 - Present
UBS Investment Bank June 2012 - Present
Herbert J. Sims & Co. September 2012 - December 2012
UBS Wealth Management January 2012 - April 2012
Education
Sacred Heart University 2009 — 2013
Bachelor of Science (B.S.), Finance and Economics
Sacred Heart University in Luxembourg 2012 — 2012
European Economics
Lahore American School 2007 — 2009
High School Diploma
Enrique Pascual's Herbert J. Sims & Co. Experience September 2013 - Present
Job Senior VP of Investments at HJ SIMS Prívate Wealth Managenent
Industry Investment Management
Experience
Herbert J. Sims & Co. September 2013 - Present
BBVA Securities March 2009 - Present
Santander Securities March 1997 - August 2008
Skills
Alternative Investments, Portfolio Management, Series 63, Securities, Investments, Wealth Management, Retirement Planning, Fixed Income, Equities, Options, Asset Management, Series 7, Capital Markets, FINRA, Trading, Financial Analysis
Education
Eckerd College 1998 — 2001
Bachelor of Business Administration (B.B.A.), International Business
Herbert J. Sims & Co. September 2013 - Present
BBVA Securities March 2009 - Present
Santander Securities March 1997 - August 2008
Skills
Alternative Investments, Portfolio Management, Series 63, Securities, Investments, Wealth Management, Retirement Planning, Fixed Income, Equities, Options, Asset Management, Series 7, Capital Markets, FINRA, Trading, Financial Analysis
Education
Eckerd College 1998 — 2001
Bachelor of Business Administration (B.B.A.), International Business
James Scribner's Herbert J. Sims & Co. Experience July 2004 - June 2011
Job Managing Director at Red Capital Group
Industry Investment Banking
Experience
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
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
Les Campbell's Herbert J. Sims & Co. Experience May 2002 - Present
Job Sr. Vice President at Herbert J. Sims & Co.
Industry Financial Services
Experience
Herbert J. Sims & Co. May 2002 - Present
Skills
Series 7, Series 63, Fixed Income, Asset Management, Investments, Securities, Portfolio Management, Strategic Planning, Financial Modeling, Trading, Financial Analysis
Education
Florida State University 1974 — 1978
Bachelor's degree, Accounting and Political Science
Herbert J. Sims & Co. May 2002 - Present
Skills
Series 7, Series 63, Fixed Income, Asset Management, Investments, Securities, Portfolio Management, Strategic Planning, Financial Modeling, Trading, Financial Analysis
Education
Florida State University 1974 — 1978
Bachelor's degree, Accounting and Political Science
Curtis King's Herbert J. Sims & Co. Experience June 2007 - Present
Job Senior Vice President at Herbert J. Sims & Co.
Industry Investment Banking
Experience
Herbert J. Sims & Co. June 2007 - Present
Education
Boston College 2003 — 2007
Herbert J. Sims & Co. June 2007 - Present
Education
Boston College 2003 — 2007
Mike Lanzaro's Herbert J. Sims & Co. Experience January 2000 - November 2005
Job Business Development Director
Industry Accounting
Experience
Lanzaro, Lupo & Associates 2006 - Present
Herbert J. Sims & Co. January 2000 - November 2005
Education
Tulane University - A.B. Freeman School of Business 1986 — 1990
Lanzaro, Lupo & Associates 2006 - Present
Herbert J. Sims & Co. January 2000 - November 2005
Education
Tulane University - A.B. Freeman School of Business 1986 — 1990
Peter Arvonio, CPA's Herbert J. Sims & Co. Experience April 1994 - Present
Job EVP at Herbert J. Sims & Co.
Industry Financial Services
Experience
Herbert J. Sims & Co. April 1994 - Present
Education
Iona College 1977 — 1981
Accounting, Economics
Herbert J. Sims & Co. April 1994 - Present
Education
Iona College 1977 — 1981
Accounting, Economics
Rod Rolett's Herbert J. Sims & Co. Experience May 1987 - June 2015
Job Retired
Industry Financial Services
Experience
Herbert J. Sims & Co. May 1987 - June 2015
Skills
Due Diligence, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Investment Banking, Fixed Income, Bonds, Capital Markets, Valuation, Credit Analysis, Alternative Investments, Credit, Disposition, Finance, Financial Structuring, Healthcare, Loans, Long-term Care, Mergers, Portfolio Management, Real Estate, Real Estate Economics, Securities, Strategic Financial..., Strategic Partnerships, Strategic Planning, Structured Finance
Education
Harvard University, John F. Kennedy School of Government
Master’s Degree
Phillips Academy Andover
High School
Pomona College
Bachelor’s Degree
Herbert J. Sims & Co. May 1987 - June 2015
Skills
Due Diligence, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Investment Banking, Fixed Income, Bonds, Capital Markets, Valuation, Credit Analysis, Alternative Investments, Credit, Disposition, Finance, Financial Structuring, Healthcare, Loans, Long-term Care, Mergers, Portfolio Management, Real Estate, Real Estate Economics, Securities, Strategic Financial..., Strategic Partnerships, Strategic Planning, Structured Finance
Education
Harvard University, John F. Kennedy School of Government
Master’s Degree
Phillips Academy Andover
High School
Pomona College
Bachelor’s Degree
Matthew D Kutner's Herbert J. Sims & Co. Experience January 2003 - December 2004
Job Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Morgan Stanley Smith Barney December 2004 - September 2011
Herbert J. Sims & Co. January 2003 - December 2004
Skills
Series 7, Alternative Investments, Investments, Series 63, Mutual Funds, Retirement Planning, Wealth Management, Portfolio Management, Securities, Estate Planning, Equities, Asset Managment, Uniform Combined State..., Investment Strategies, 401k, Series 65, Insurance, Financial Analysis, Loans, Finance, Asset Management, Financial Advisory, Investment Advisory
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Finance, General
Rutgers University-New Brunswick
Merrill Lynch September 2011 - Present
Morgan Stanley Smith Barney December 2004 - September 2011
Herbert J. Sims & Co. January 2003 - December 2004
Skills
Series 7, Alternative Investments, Investments, Series 63, Mutual Funds, Retirement Planning, Wealth Management, Portfolio Management, Securities, Estate Planning, Equities, Asset Managment, Uniform Combined State..., Investment Strategies, 401k, Series 65, Insurance, Financial Analysis, Loans, Finance, Asset Management, Financial Advisory, Investment Advisory
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Finance, General
Rutgers University-New Brunswick
Chad Himel's Herbert J. Sims & Co. Experience June 2001 - June 2009
Job Director at Ziegler
Industry Investment Banking
Experience
Ziegler November 2014 - Present
Prudential Mortgage Capital Com February 2013 - October 2014
Sims Mortgage Funding, Inc. June 2009 - February 2013
Herbert J. Sims & Co. June 2001 - June 2009
Greenwich Partners April 2000 - December 2000
Skills
Finance, Real Estate Economics, FHA, Mortgage Lending, Loans, Due Diligence, Financial Analysis, Investment Banking, Commercial Real Estate, Financial Modeling, Long-term Care, Affordable Housing, Strategic Planning, Apartments, Asset Managment, Financial Services, Funding, HUD, Healthcare, Retirement Homes, Seniors
Education
Rollins College - Crummer Graduate School of Business 1998 — 2000
MBA, Finance
Louisiana State University 1993 — 1997
BA, History
Ziegler November 2014 - Present
Prudential Mortgage Capital Com February 2013 - October 2014
Sims Mortgage Funding, Inc. June 2009 - February 2013
Herbert J. Sims & Co. June 2001 - June 2009
Greenwich Partners April 2000 - December 2000
Skills
Finance, Real Estate Economics, FHA, Mortgage Lending, Loans, Due Diligence, Financial Analysis, Investment Banking, Commercial Real Estate, Financial Modeling, Long-term Care, Affordable Housing, Strategic Planning, Apartments, Asset Managment, Financial Services, Funding, HUD, Healthcare, Retirement Homes, Seniors
Education
Rollins College - Crummer Graduate School of Business 1998 — 2000
MBA, Finance
Louisiana State University 1993 — 1997
BA, History
Robert Gall's Herbert J. Sims & Co. Experience January 2013 - Present
Job Senior Vice President Investment Banking Public Finance/Senior Housing
Industry Investment Banking
Experience
Herbert J. Sims & Co. January 2013 - Present
Herbert J. Sims & Co. August 2009 - January 2013
Herbert J. Sims & Co. September 2006 - August 2009
Herbert J. Sims & Co. August 2002 - September 2006
Skills
Credit Analysis, Investments, Mergers, Healthcare, Finance, Financial Modeling, Investment Banking, Financial Analysis, Bonds, Portfolio Management, Fixed Income, Asset Managment, Alternative Investments, Credit, Microsoft Excel, Financial Structuring, Restructuring, Acquisitions, Mezzanine, Retirement Homes, Equities, Capital Markets, Underwriting, Securities, High Yield, Series 7, Structured Finance, Non-profits, Disposition, Real Estate Development, Real Estate Transactions, Loans, Valuation
Education
Boston College 1998 — 2002
BS, Finance & Operations Management
Palm Beach Gardens High School 1996 — 1998
Suncoast High School 1994 — 1996
Herbert J. Sims & Co. January 2013 - Present
Herbert J. Sims & Co. August 2009 - January 2013
Herbert J. Sims & Co. September 2006 - August 2009
Herbert J. Sims & Co. August 2002 - September 2006
Skills
Credit Analysis, Investments, Mergers, Healthcare, Finance, Financial Modeling, Investment Banking, Financial Analysis, Bonds, Portfolio Management, Fixed Income, Asset Managment, Alternative Investments, Credit, Microsoft Excel, Financial Structuring, Restructuring, Acquisitions, Mezzanine, Retirement Homes, Equities, Capital Markets, Underwriting, Securities, High Yield, Series 7, Structured Finance, Non-profits, Disposition, Real Estate Development, Real Estate Transactions, Loans, Valuation
Education
Boston College 1998 — 2002
BS, Finance & Operations Management
Palm Beach Gardens High School 1996 — 1998
Suncoast High School 1994 — 1996
Andrew Nesi's Herbert J. Sims & Co. Experience February 2011 - Present
Job Executive Vice President at Herbert J. Sims & Co.
Industry Banking
Experience
Herbert J. Sims & Co. February 2011 - Present
Bank of Scotland North America February 2003 - December 2010
Dresdner Bank 1994 - 2000
Societe Generale 1989 - 1994
Bank of Tokyo-Mitsubishi 1984 - 1989
Skills
Bonds, Due Diligence, Portfolio Management, Financial Analysis, Healthcare, Financial Modeling, Strategic Planning, Fixed Income, Credit Analysis, Investment Banking, Asset Managment, Asset Management, Structured Finance, Marketing Strategy, Credit, Financial Structuring, Budgets, Loans, Leadership, Management, Capital Markets, Mergers & Acquisitions, Investments, Finance
Education
Rutgers University-New Brunswick 1978 — 1982
B.A., Business Administration
Herbert J. Sims & Co. February 2011 - Present
Bank of Scotland North America February 2003 - December 2010
Dresdner Bank 1994 - 2000
Societe Generale 1989 - 1994
Bank of Tokyo-Mitsubishi 1984 - 1989
Skills
Bonds, Due Diligence, Portfolio Management, Financial Analysis, Healthcare, Financial Modeling, Strategic Planning, Fixed Income, Credit Analysis, Investment Banking, Asset Managment, Asset Management, Structured Finance, Marketing Strategy, Credit, Financial Structuring, Budgets, Loans, Leadership, Management, Capital Markets, Mergers & Acquisitions, Investments, Finance
Education
Rutgers University-New Brunswick 1978 — 1982
B.A., Business Administration
Katherine Kirchhoff's Herbert J. Sims & Co. Experience January 1999 - March 2007
Job Managing Director at Cain Brothers
Industry Investment Banking
Experience
Cain Brothers April 2007 - Present
Herbert J. Sims & Co. January 1999 - March 2007
KPMG January 1984 - October 1998
Skills
Financial Analysis, Investment Banking, Bonds, Fixed Income, Investments, Due Diligence, Mergers, Valuation, Private Equity, Financial Modeling, Mergers & Acquisitions, Capital Markets, Corporate Finance, Finance, Structured Finance, Forecasting, Financial Structuring, Venture Capital, Debt Restructuring, Business Valuation, Strategic Financial..., Loans, Strategic Planning, Real Estate Economics, Real Estate, Equities, Credit Analysis, Credit, Restructuring
Education
Golden Gate University 1985 — 1987
Masters in Business Taxation, Taxation
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1984
BA, Accounting
University of California, Irvine 1980 — 1982
Undergraduate courses
Cain Brothers April 2007 - Present
Herbert J. Sims & Co. January 1999 - March 2007
KPMG January 1984 - October 1998
Skills
Financial Analysis, Investment Banking, Bonds, Fixed Income, Investments, Due Diligence, Mergers, Valuation, Private Equity, Financial Modeling, Mergers & Acquisitions, Capital Markets, Corporate Finance, Finance, Structured Finance, Forecasting, Financial Structuring, Venture Capital, Debt Restructuring, Business Valuation, Strategic Financial..., Loans, Strategic Planning, Real Estate Economics, Real Estate, Equities, Credit Analysis, Credit, Restructuring
Education
Golden Gate University 1985 — 1987
Masters in Business Taxation, Taxation
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1984
BA, Accounting
University of California, Irvine 1980 — 1982
Undergraduate courses
Jennifer Orpen's Herbert J. Sims & Co. Experience December 2011 - March 2012
Job Professional Assistant
Industry Financial Services
Experience
Hennepin County March 2012 - Present
Herbert J. Sims & Co. December 2011 - March 2012
Culligan Water Conditioning August 2011 - December 2011
Riverside Pub May 2010 - October 2011
Employment Resource Center Inc August 2011 - August 2011
Target Corporate July 2011 - August 2011
Ziegler Wealth Management May 2005 - June 2009
Mille Lacs Energy February 2001 - August 2004
Skills
Excel, Customer Service, PowerPoint, Word, Administrative..., Microsoft Excel, Management, Microsoft Word, Sales, Team Building
Education
North Hennepin Community College 2006 — 2010
BAS, Finance & Business Management
Central Lakes College 2002 — 2004
Associate of Arts, General Studies
Hennepin County March 2012 - Present
Herbert J. Sims & Co. December 2011 - March 2012
Culligan Water Conditioning August 2011 - December 2011
Riverside Pub May 2010 - October 2011
Employment Resource Center Inc August 2011 - August 2011
Target Corporate July 2011 - August 2011
Ziegler Wealth Management May 2005 - June 2009
Mille Lacs Energy February 2001 - August 2004
Skills
Excel, Customer Service, PowerPoint, Word, Administrative..., Microsoft Excel, Management, Microsoft Word, Sales, Team Building
Education
North Hennepin Community College 2006 — 2010
BAS, Finance & Business Management
Central Lakes College 2002 — 2004
Associate of Arts, General Studies
Edward Muster's Herbert J. Sims & Co. Experience April 1991 - Present
Job tax free bond broker at Herbert J. Sims & Co.
Industry Investment Banking
Experience
Herbert J. Sims & Co. April 1991 - Present
Education
Monmouth University
Herbert J. Sims & Co. April 1991 - Present
Education
Monmouth University
Mackenzie Welch's Herbert J. Sims & Co. Experience February 2014 - Present
Job Senior Associate at Herbert J. Sims & Co.
Industry Banking
Experience
Herbert J. Sims & Co. February 2014 - Present
Herbert J. Sims & Co. September 2011 - February 2014
Martin Chioffi LLP June 2009 - September 2009
Stamford Mayor's Office June 2007 - September 2007
Jesup & Lamont June 2006 - September 2006
Skills
Financial Modeling, PowerPoint, Microsoft Office, Financial Analysis, Valuation, Due Diligence, Social Media, Mergers & Acquisitions, Investments, Bloomberg, Research, Portfolio Management, Microsoft Word, Mergers
Education
The University of Connecticut 2009 — 2011
BA, political Science
Herbert J. Sims & Co. February 2014 - Present
Herbert J. Sims & Co. September 2011 - February 2014
Martin Chioffi LLP June 2009 - September 2009
Stamford Mayor's Office June 2007 - September 2007
Jesup & Lamont June 2006 - September 2006
Skills
Financial Modeling, PowerPoint, Microsoft Office, Financial Analysis, Valuation, Due Diligence, Social Media, Mergers & Acquisitions, Investments, Bloomberg, Research, Portfolio Management, Microsoft Word, Mergers
Education
The University of Connecticut 2009 — 2011
BA, political Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY