Highland Consulting Associates
Industry: Company
DescriptionSubsidiaries: Highland Consulting Associates Inc., Asset Management Arm,
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Highland Consulting Associates Employees
Employee
Years
Job
Industry
Olga Lepigina Olga Lepigina's Highland Consulting Associates Experience May 2007 - August 2007
Job MBA candidate at The University of Chicago Booth School of Business
Industry Financial Services
Experience
NASDAQ OMX October 2013 - July 2015
Bank of Tokyo-Mitsubishi UFJ January 2011 - November 2012
Credit Agricole CIB February 2009 - January 2011
UBS June 2008 - December 2008
Highland Consulting Associates May 2007 - August 2007
Skills
Trading, Portfolio Management, Management, Bloomberg, Analysis, Financial Analysis, Financial Modeling, Interest Rate..., Derivatives, Fixed Income, Credit, Equities, Capital Markets, Valuation, Market Risk, Investment Banking
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Columbia College (NY) 2004 — 2008
BA, Mathematics, Economics
Columbia University in the City of New York 2004 — 2008
Bachelor of Arts (BA)
S.C. Governor's School for Science and Mathematics 2002 — 2004
Moscow School 57 1999 — 2001
NASDAQ OMX October 2013 - July 2015
Bank of Tokyo-Mitsubishi UFJ January 2011 - November 2012
Credit Agricole CIB February 2009 - January 2011
UBS June 2008 - December 2008
Highland Consulting Associates May 2007 - August 2007
Skills
Trading, Portfolio Management, Management, Bloomberg, Analysis, Financial Analysis, Financial Modeling, Interest Rate..., Derivatives, Fixed Income, Credit, Equities, Capital Markets, Valuation, Market Risk, Investment Banking
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Columbia College (NY) 2004 — 2008
BA, Mathematics, Economics
Columbia University in the City of New York 2004 — 2008
Bachelor of Arts (BA)
S.C. Governor's School for Science and Mathematics 2002 — 2004
Moscow School 57 1999 — 2001
Venus Patel, CFA, FRM Venus Patel, CFA, FRM's Highland Consulting Associates Experience May 2011 - August 2011
Job Senior Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group December 2011 - Present
Carnegie Mellon Tepper School of Business August 2010 - August 2012
Highland Consulting Associates May 2011 - August 2011
National Stock Exchange of India Limited June 2010 - August 2010
McKesson May 2008 - May 2010
Progressive Insurance December 2004 - May 2008
Progressive Insurance June 2004 - August 2004
Skills
Financial Modeling, Data Mining, Financial Risk, Microsoft Excel, Research, Quantitative Analytics, Bloomberg, Valuation, Hedge Funds, Portfolio Management, Asset Managment, Equities, VBA, Asset Management, Investments, Trading, Quantitative Finance, Due Diligence, Analytics, Securities, Fixed Income, Investment Management, Corporate Finance, Management, Economics, Financial Analysis, Investment Banking, Finance, Asset Allocation, Capital Markets, Derivatives, Equity Research, Options, Financial Markets, Alternative Investments, Equity Valuation, Investment Strategies, Strategy, Hedging, Treasury Management, Analysis, Market Risk, Swaps, Risk Management, Bonds, ALM, Stress Testing
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
M.B.A, Finance, Economics
Florida Institute of Technology 2002 — 2004
Masters, Computer Science
Thadomal Shahani Engineering College 1998 — 2001
Bachelors, Computer Engineering
Lincoln Financial Group December 2011 - Present
Carnegie Mellon Tepper School of Business August 2010 - August 2012
Highland Consulting Associates May 2011 - August 2011
National Stock Exchange of India Limited June 2010 - August 2010
McKesson May 2008 - May 2010
Progressive Insurance December 2004 - May 2008
Progressive Insurance June 2004 - August 2004
Skills
Financial Modeling, Data Mining, Financial Risk, Microsoft Excel, Research, Quantitative Analytics, Bloomberg, Valuation, Hedge Funds, Portfolio Management, Asset Managment, Equities, VBA, Asset Management, Investments, Trading, Quantitative Finance, Due Diligence, Analytics, Securities, Fixed Income, Investment Management, Corporate Finance, Management, Economics, Financial Analysis, Investment Banking, Finance, Asset Allocation, Capital Markets, Derivatives, Equity Research, Options, Financial Markets, Alternative Investments, Equity Valuation, Investment Strategies, Strategy, Hedging, Treasury Management, Analysis, Market Risk, Swaps, Risk Management, Bonds, ALM, Stress Testing
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
M.B.A, Finance, Economics
Florida Institute of Technology 2002 — 2004
Masters, Computer Science
Thadomal Shahani Engineering College 1998 — 2001
Bachelors, Computer Engineering
Randy Fairfax Randy Fairfax's Highland Consulting Associates Experience founding memberThe Stewardship Alliance1999 - 2010
Job Consultant at Highland Consulting Associates
Industry Financial Services
Experience
Highland Consulting Associates founding memberThe Stewardship Alliance1999 - 2010
The Koptis Organziation 1995 - 2003
National City Bank 1983 - 1995
Skills
Strategic Planning, Financial Analysis, Public Speaking, Investments, Leadership Development, Strategic Financial..., Coaching, New Business Development, Business Development, Entrepreneurship, Management, Strategy, Team Building, Training, Wealth Management, Estate Planning, Fundraising, Business Strategy, Marketing Strategy, Nonprofits, Customer Service, Leadership, Teaching, Business Planning, Management Consulting, Risk Management, Mergers & Acquisitions, Financial Planning
Education
The University of Akron
Bachelor of Science, Accounting
University of Akron
Master of Business Administration (MBA), Finance
Highland Consulting Associates founding memberThe Stewardship Alliance1999 - 2010
The Koptis Organziation 1995 - 2003
National City Bank 1983 - 1995
Skills
Strategic Planning, Financial Analysis, Public Speaking, Investments, Leadership Development, Strategic Financial..., Coaching, New Business Development, Business Development, Entrepreneurship, Management, Strategy, Team Building, Training, Wealth Management, Estate Planning, Fundraising, Business Strategy, Marketing Strategy, Nonprofits, Customer Service, Leadership, Teaching, Business Planning, Management Consulting, Risk Management, Mergers & Acquisitions, Financial Planning
Education
The University of Akron
Bachelor of Science, Accounting
University of Akron
Master of Business Administration (MBA), Finance
Mark Baker, ASA's Highland Consulting Associates Experience December 2011 - Present
Job Actuarial Analyst at Highland Consulting Associates
Industry Investment Management
Experience
Highland Consulting Associates December 2011 - Present
Shoenfelt Consulting May 2011 - November 2011
First American Title April 2006 - May 2011
Skills
Insurance
Education
Cleveland State University 2009 — 2010
B.A., Mathematics
Highland Consulting Associates December 2011 - Present
Shoenfelt Consulting May 2011 - November 2011
First American Title April 2006 - May 2011
Skills
Insurance
Education
Cleveland State University 2009 — 2010
B.A., Mathematics
David Cooley's Highland Consulting Associates Experience October 2005 - August 2006
Job Chief Financial Officer at JAG Healthcare, Inc.
Industry Hospital & Health Care
Experience
JAG Healthcare, Inc. July 2007 - Present
FirstPoint Advisors April 2006 - December 2008
Highland Consulting Associates October 2005 - August 2006
Allegiant Asset Management 2003 - 2005
J&W Seligman 2000 - 2003
Skills
Healthcare Information..., Healthcare Management, Healthcare Reimbursement, Mergers, Acquisitions, Acquisition Integration, Financial Reporting, Financial Modeling, Health Insurance, Revenue Cycle Management, Human Resources, ADP Payroll, Benefits Design, Benefits Administration, Investments, Equities, Mergers & Acquisitions, Risk Management, Strategy, Finance, Customer Satisfaction, Account Management, Budgets, Management
Education
Case Western Reserve University - Weatherhead School of Management 1989 — 1990
MBA, Finance
Bowling Green State University 1982 — 1986
Accounting
JAG Healthcare, Inc. July 2007 - Present
FirstPoint Advisors April 2006 - December 2008
Highland Consulting Associates October 2005 - August 2006
Allegiant Asset Management 2003 - 2005
J&W Seligman 2000 - 2003
Skills
Healthcare Information..., Healthcare Management, Healthcare Reimbursement, Mergers, Acquisitions, Acquisition Integration, Financial Reporting, Financial Modeling, Health Insurance, Revenue Cycle Management, Human Resources, ADP Payroll, Benefits Design, Benefits Administration, Investments, Equities, Mergers & Acquisitions, Risk Management, Strategy, Finance, Customer Satisfaction, Account Management, Budgets, Management
Education
Case Western Reserve University - Weatherhead School of Management 1989 — 1990
MBA, Finance
Bowling Green State University 1982 — 1986
Accounting
Joel Baker, CFA Joel Baker, CFA's Highland Consulting Associates Experience January 2004 - Present
Job Consultant at Highland Consulting Associates
Industry Financial Services
Experience
Highland Consulting Associates January 2004 - Present
Ernst & Young July 2000 - December 2003
IBM January 2000 - June 2000
Skills
Enterprise Risk..., IT Audit, IT Risk Management, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Internal Audit, Investments, Asset Managment, Management Consulting, Auditing, Business Analysis, Risk Management, Business Transformation, Internal Controls, Strategic Financial..., Valuation, Process Improvement, Financial Reporting, Mergers & Acquisitions, Portfolio Management, Financial Services, Due Diligence, Alternative Investments, Business Process..., Finance, Asset Management, Equities, Investment Strategies, Hedge Funds, Investment Management, Private Equity, Asset Allocation, Pensions, Fixed Income, Investment Advisory, 401k, Retirement, Financial Markets, Financial Advisory, Management, Leadership, Strategic Planning, Strategy, Consulting, Analysis, Budgets, Business Development
Education
Baldwin-Wallace College 2003 — 2004
Master of Business Administration (M.B.A.)
Cleveland State University 1996 — 1999
BBA, Information Technology
Highland Consulting Associates January 2004 - Present
Ernst & Young July 2000 - December 2003
IBM January 2000 - June 2000
Skills
Enterprise Risk..., IT Audit, IT Risk Management, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Internal Audit, Investments, Asset Managment, Management Consulting, Auditing, Business Analysis, Risk Management, Business Transformation, Internal Controls, Strategic Financial..., Valuation, Process Improvement, Financial Reporting, Mergers & Acquisitions, Portfolio Management, Financial Services, Due Diligence, Alternative Investments, Business Process..., Finance, Asset Management, Equities, Investment Strategies, Hedge Funds, Investment Management, Private Equity, Asset Allocation, Pensions, Fixed Income, Investment Advisory, 401k, Retirement, Financial Markets, Financial Advisory, Management, Leadership, Strategic Planning, Strategy, Consulting, Analysis, Budgets, Business Development
Education
Baldwin-Wallace College 2003 — 2004
Master of Business Administration (M.B.A.)
Cleveland State University 1996 — 1999
BBA, Information Technology
Jennifer Mackert's Highland Consulting Associates Experience August 2007 - January 2009
Job Chief Project Manager at Clarity 2 Prosperity Mastermind Group / Prosperity Capital Advisors
Industry Financial Services
Experience
Clarity 2 Prosperity Mastermind Group August 2013 - Present
Baldwin Wallace University January 2010 - Present
Tiffin University January 2006 - Present
The JL Smith Group July 2007 - August 2013
Highland Consulting Associates August 2007 - January 2009
Key Private Bank 2005 - July 2007
Key Bank 2005 - 2007
McDonald Investments June 1999 - March 2005
Education
John Carroll University 2001 — 2003
MBA, Business
University of Mount Union 1995 — 1999
Clarity 2 Prosperity Mastermind Group August 2013 - Present
Baldwin Wallace University January 2010 - Present
Tiffin University January 2006 - Present
The JL Smith Group July 2007 - August 2013
Highland Consulting Associates August 2007 - January 2009
Key Private Bank 2005 - July 2007
Key Bank 2005 - 2007
McDonald Investments June 1999 - March 2005
Education
John Carroll University 2001 — 2003
MBA, Business
University of Mount Union 1995 — 1999
Bruce G. Boyd's Highland Consulting Associates Experience December 2002 - September 2005
Job Controller at Coosawattee River Resort Association
Industry Nonprofit Organization Management
Experience
Coosawattee River Resort Association August 2015 - Present
Boyd Consulting Group LLC January 2007 - Present
Capital Christian Center August 2013 - August 2015
Capital Christian Center August 2010 - July 2013
Open Door Christian School Inc. November 2005 - January 2007
Highland Consulting Associates December 2002 - September 2005
Bruce G. Boyd CPA October 2001 - December 2002
The Wagner Electric Sign Company June 2000 - October 2001
Church of the Open Door June 1996 - July 2000
Jamestown Urban Renewal Agency March 1990 - May 1996
Skills
Accounting, Non-profits, QuickBooks, General Ledger, GAAP, Financial Reporting, Microsoft Excel, Accounts Payable, Accounts Receivable, Payroll, Financial Analysis, Internal Controls, Auditing, Budgets, Managerial Finance, Forecasting, Finance, Internal Audit, Strategic Planning, Access, Nonprofits
Education
Mount Vernon Nazarene University 1983 — 1987
BA, Accounting and Computer Science
Coosawattee River Resort Association August 2015 - Present
Boyd Consulting Group LLC January 2007 - Present
Capital Christian Center August 2013 - August 2015
Capital Christian Center August 2010 - July 2013
Open Door Christian School Inc. November 2005 - January 2007
Highland Consulting Associates December 2002 - September 2005
Bruce G. Boyd CPA October 2001 - December 2002
The Wagner Electric Sign Company June 2000 - October 2001
Church of the Open Door June 1996 - July 2000
Jamestown Urban Renewal Agency March 1990 - May 1996
Skills
Accounting, Non-profits, QuickBooks, General Ledger, GAAP, Financial Reporting, Microsoft Excel, Accounts Payable, Accounts Receivable, Payroll, Financial Analysis, Internal Controls, Auditing, Budgets, Managerial Finance, Forecasting, Finance, Internal Audit, Strategic Planning, Access, Nonprofits
Education
Mount Vernon Nazarene University 1983 — 1987
BA, Accounting and Computer Science
Rahul Sukheja's Highland Consulting Associates Experience October 2010 - December 2010
Job CFA Level 2 Candidate
Industry Financial Services
Experience
Cardinal Health 2013 - 2014
Cardinal Health 2013 - 2014
Cleveland State University January 2013 - September 2013
Stark Enterprises August 2012 - January 2013
Cleveland State University August 2012 - December 2012
Thomas Roulston Investment Partners, Inc. March 2012 - May 2012
CFA Society of Cleveland 2011 - 2012
Cleveland State University August 2010 - December 2011
Student Managed Investment Fund January 2010 - August 2011
Highland Consulting Associates October 2010 - December 2010
Skills
Data Analysis, Microsoft Excel, Financial Analysis, SAS, Statistics, Economics, Access, Valuation, Analysis, VBA, Equity Research Analysis, Financial Reporting, Portfolio Management, Investments, Finance, Financial Modeling
Education
Cleveland State University 2008 — 2011
Master, Business Administration; Finance
Ranidurgavati University 2002 — 2008
Master of Arts, Economics
Ranidurgavati University
Bachelor of Science, Computer Science
Cardinal Health 2013 - 2014
Cardinal Health 2013 - 2014
Cleveland State University January 2013 - September 2013
Stark Enterprises August 2012 - January 2013
Cleveland State University August 2012 - December 2012
Thomas Roulston Investment Partners, Inc. March 2012 - May 2012
CFA Society of Cleveland 2011 - 2012
Cleveland State University August 2010 - December 2011
Student Managed Investment Fund January 2010 - August 2011
Highland Consulting Associates October 2010 - December 2010
Skills
Data Analysis, Microsoft Excel, Financial Analysis, SAS, Statistics, Economics, Access, Valuation, Analysis, VBA, Equity Research Analysis, Financial Reporting, Portfolio Management, Investments, Finance, Financial Modeling
Education
Cleveland State University 2008 — 2011
Master, Business Administration; Finance
Ranidurgavati University 2002 — 2008
Master of Arts, Economics
Ranidurgavati University
Bachelor of Science, Computer Science
Lindie Wang's Highland Consulting Associates Experience June 2013 - August 2013
Job Consultant at IBM
Industry International Affairs
Experience
Princeton University June 2015 - Present
IBM Global Business Services October 2014 - Present
Princeton University July 2014 - Present
Princeton University September 2013 - May 2014
Highland Consulting Associates June 2013 - August 2013
U.S. Department of Commerce June 2012 - August 2012
Business Today February 2011 - January 2012
China Construction Bank August 2011 - September 2011
Skills
Qualitative Research, Policy, Research, Economics, Policy Analysis, Public Policy, Politics, Strategy, Statistics
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Woodrow Wilson School of Public and International Affairs
University of Oxford
International Relations
Culver Academies 2006 — 2010
Princeton University June 2015 - Present
IBM Global Business Services October 2014 - Present
Princeton University July 2014 - Present
Princeton University September 2013 - May 2014
Highland Consulting Associates June 2013 - August 2013
U.S. Department of Commerce June 2012 - August 2012
Business Today February 2011 - January 2012
China Construction Bank August 2011 - September 2011
Skills
Qualitative Research, Policy, Research, Economics, Policy Analysis, Public Policy, Politics, Strategy, Statistics
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Woodrow Wilson School of Public and International Affairs
University of Oxford
International Relations
Culver Academies 2006 — 2010
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY