iCapital, LLC
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iCapital, LLC Employees
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
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
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
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
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, 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
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
iCapital, LLC August 2002 - Present
Education
University of California, Los Angeles
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
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
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
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)