iCapital, LLC

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iCapital, LLC Employees

Employee
Years
Job
Industry
Grace Holihan Grace Holihan Hampton, New Hampshire Details
Grace Holihan's iCapital, LLC Experience January 2007 - February 2009
Job Executive Assistant
Industry Utilities
Experience
Unitil Service Corp.  November 2009 - Present
iCapital, LLC   January 2007 - February 2009
Fitness Revolution  October 2004 - March 2006
L.E.K. Consulting   January 1990 - June 1999
Matzell, Richard & Buckley   June 1987 - January 1990
Lilly Management Company   February 1986 - June 1987

Skills
Outlook, Microsoft Excel, PowerPoint, Social Networking, Management, Customer Service, Project Management, Strategic Planning, SharePoint, Microsoft Word, Human Resources, SmartDraw, Marketing, Fundraising, Training, Administrative...

Education
Mount Ida College
AD in Science, Executive Secretary/Business Administration

Lisa Macdonald Lisa Macdonald Orange County, California Area Details
Lisa Macdonald's iCapital, LLC Experience July 2012 - Present
Job Director of Business Development at iCapital, LLC
Industry Environmental Services
Experience
Premier Holding Corporation (PRHL)   July 2012 - Present
iCapital, LLC   July 2012 - Present
Nexalin Technology   May 2012 - Present
LiMac Consulting LLC   2007 - Present
Sacramento Capitals World Team Tennis   2010 - 2011
Green Technology/Green Planet Venture   2008 - 2011
Damzl   2008 - 2010
LiMac Designs Spa, Resort & Loungewear   2006 - 2010
Pack One   2007 - 2009
Marlin Trading Company   1996 - 2007

Skills
Marketing, Market Research, Management, Women's Issues, New Business Development, Strategic Partnerships, Marketing Strategy, Sales, Marketing Communications, Strategic Planning, Business Development, Team Building, Team Leadership, Advertising, Product Development, Start-ups, Direct Marketing, Strategy, Sales Management, Customer Service, Business Planning, Management Consulting, Leadership, Budgets, Business Strategy, Product Marketing, Business Analysis, Salesforce.com, Entrepreneurship, Operations Management, Direct Sales, B2B, Team Management, Competitive Analysis, Process Improvement, Training, Social Media Marketing, Online Marketing, Product Management

Education
Orange Coast College   1980 — 1982
General Education

Gaelen Oliver Gaelen Oliver Charlestown, Rhode Island Details
Gaelen Oliver's iCapital, LLC Experience June 2014 - May 2015
Job Financial Analyst Intern at AIG
Industry Financial Services
Experience
AIG  June 2015 - Present
iCapital, LLC   June 2014 - May 2015
Brandeis Intramural Athletics   September 2011 - May 2014
The Corner Deli   June 2011 - August 2013

Skills
Leadership, Management, Organization, Teamwork, Superior Work Ethic, Macroeconomics, Quantitative Analytics, Finance, Financial Markets, Market Research, Financial Statement..., Microsoft Excel, Financial Analysis, Microeconomics, Spanish, Microsoft Word, PowerPoint, Stata, Close Attention to..., Critical Thinking, Asset Management, Time Management, Investments, Portfolio Management, Corporate Finance

Education
Brandeis University, Lemberg - International Business School   2014 — 2016
Master’s Degree, International Economics and Finance

Brandeis University   2011 — 2015
Bachelor’s Degree, Business Administration and Economics

Universitat Pompeu Fabra   2014 — 2014

Chariho Regional High School   2007 — 2011
High School

Colin Reilly Colin Reilly Greater Boston Area Details
Colin Reilly's iCapital, LLC Experience December 2007 - December 2008
Job Energy Consultant at Usource, LLC
Industry Oil & Energy
Experience
Usource  September 2009 - Present
iCapital, LLC   December 2007 - December 2008

Skills
Market Research, Emerging Technologies, Sales, Energy, Business Development, Strategic Planning, Financial Analysis, Leadership, Microsoft Excel, Energy Management, Team Building, Energy Markets, Account Management, Renewable Energy, Excel, Competitive Analysis, Commodity Risk..., Newsletter Production, Electricity Markets, PowerPoint, Customer Service, Analysis, Natural Gas

Education
University of New Hampshire - Whittemore School of Business and Economics   2005 — 2009
B.S., Corporate Finance, Economics

Budapesti Corvinus Egyetem   2007 — 2007

Portsmouth Highschool

Michael Lahiff Michael Lahiff Melrose, Massachusetts Details
Michael Lahiff's iCapital, LLC Experience January 2012 - August 2012
Job Student at Colby College
Industry
Experience
The Andover Companies  June 2013 - Present
iCapital, LLC   January 2012 - August 2012

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Social Media Marketing, Team Building, Data Analysis

Education
Colby College   2009 — 2013
Economics-Mathmatics

Tanya Garrett Tanya Garrett Newport Beach, California Details
Tanya Garrett's iCapital, LLC Experience May 2012 - January 2015
Job Celebrity Relations & Development Manager / Social Strategist
Industry Public Relations and Communications
Experience
Tanya Garrett, Media   June 2010 - Present
iCapital, LLC   May 2012 - January 2015
MEDL Mobile  April 2013 - April 2014
McMonigle Group, Coldwell Banker Previews NRT   May 2012 - December 2012

Skills
Social Media, Facebook, Entertainment, Online Marketing, Writing, Promotions, Brand Development, Email Marketing, Event Planning, Public Speaking, Marketing Strategy, Photojournalism, Microsoft Office, Customer Relations, Quickbooks, Excel, Public Relations, Social Media Marketing, Blogging, Social Networking, Event Management, Word, Journalism, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Online Advertising, Marketing, Advertising, Television, Video Production, Digital Media, Copywriting, Brand Awareness, Management, Strategy, Sales, Entrepreneurship, Strategic Planning, Market Research

Education
University of Missouri-Columbia
Broadcast Journalism

Florian Dinu Florian Dinu Orlando, Florida Area Details
Florian Dinu's iCapital, LLC Experience August 2012 - Present
Job Trader
Industry Capital Markets
Experience
iCapital LLC  August 2012 - Present
FD Capital Inc.   2005 - July 2012
TopstepTrader  2011 - 2011
Newbridge Securities Corporation  July 2007 - January 2008
GELSOR SA (Bucharest, Romania)   1996 - 1999

Education
Merrill Lynch- Summer School (1996- Bucharest, Romania)   1996 — 1996

   1991 — 1996
Bachelor of Science, Machine Tools

Katie Umile Katie Umile Boston, Massachusetts Details
Katie Umile's iCapital, LLC Experience August 2002 - Present
Job CEO at iCapital
Industry Financial Services
Experience
iCapital, LLC   August 2002 - Present

Education
University of California, Los Angeles

Christopher McGuirk Christopher McGuirk Greater Boston Area Details
Christopher McGuirk's iCapital, LLC Experience September 2005 - March 2011
Job Financial Adviser and Lacrosse Program Director
Industry Financial Services
Experience
North River Lacrosse, LLC   January 2013 - Present
Lighthouse Capital, LLC   March 2013 - Present
OIG Wealth Management, LLC   March 2011 - March 2013
iCapital, LLC   September 2005 - March 2011
McGuirk Insurance   April 2009 - 2011
Portsmouth Provisions, LLC   March 2001 - September 2006
TechOnLine  December 1997 - July 2000

Skills
Insurance, Financial Planning, Wealth Management, Investments, Asset Management, Retirement, Coaching, Portfolio Management, Financial Advisory, Management, Strategic Financial..., Start-ups, 401k, Mutual Funds, Retirement Planning, Employee Benefits

Education
Boston University   2009 — 2011
CFP, Financial Planning

University of Vermont   1993 — 1997
BSAD, Marketing / Management

Lynda D Wallace Lynda D Wallace Hermosa Beach, California Details
Lynda D Wallace's iCapital, LLC Experience March 1996 - August 1998
Job Author and Screenwriter
Industry Entertainment
Experience
Martin Literary Management, LLC   May 2015 - Present
Studio Picture Vehicles, Inc   July 2011 - May 2015
International Monetary Resources, Inc   August 1998 - July 2011
iCapital, LLC   March 1996 - August 1998

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Mac, Notary Public, Act! Data Management, QuickBooks, Dropbox, Outlook, Creative Writing, Screenwriting

Education
University of California, Los Angeles   2008 — 2010
Creative Writing

LAVC   2005 — 2007
Associate of Arts (AA), English

Brian Foley Brian Foley Greater Boston Area Details
Brian Foley's iCapital, LLC Experience March 2008 - August 2010
Job Managing Director Financial Advisor
Industry Financial Services
Experience
Lighthouse Capital, LLC   October 2012 - Present
Bay Colony Partners   August 2010 - October 2012
iCapital, LLC   March 2008 - August 2010

Education
University of New Hampshire   2002 — 2006
B.A, Political Science

St. Sebastian's   1996 — 2002

Andrew Bishins Andrew Bishins Greater Boston Area Details
Andrew Bishins's iCapital, LLC Experience March 2012 - November 2012
Job Area Developer / Owner at Orangetheory Fitness
Industry Health, Wellness and Fitness
Experience
Orangetheory Fitness  June 2013 - Present
iCapital, LLC   March 2012 - November 2012
Wells Fargo  October 2008 - March 2012
ING (formerly CitiStreet, formerly State Street)   December 1996 - October 2008
John Hancock Life Insurance Company (U.S.A.)   June 1993 - December 1996

Skills
Investments, Retirement, Wealth Management, Asset Allocation, ERISA, Investment Management, Financial Advisory, Finance

Education
Boston University   1989 — 1993
Bachelor of Science (BS)