ICON Capital Corp.
Description
Address: 150 Grossman Dr, Braintree, MA 02184 Phone: (781) 380-8787: Category: : Website: : : Hours: : Place name: : Website: https://www.iconinvestments.com/ Category: Financial Planner 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 Icon Investments Posting publicly on the Web Write a review Reviews Be the first to review
ICON Capital Corp. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ICON Capital Corp.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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ICON Capital Corp. Employees
Employee
Years
Job
Industry
Stephanie Acrich Stephanie Acrich's ICON Capital Corp. Experience August 2011 - December 2011
Job Assistant Buyer at Saks
Industry Retail
Experience
Saks Fifth Avenue January 2014 - Present
Macys.com July 2014 - December 2014
Macys.com March 2013 - June 2014
Macys.com January 2013 - March 2013
Bergdorf Goodman June 2012 - August 2012
Tommy Hilfiger February 2012 - May 2012
ICON Capital Corp. August 2011 - December 2011
RZO, LLC June 2009 - July 2011
Alison Brod Public Relations April 2008 - June 2008
Dana Farber Cancer Center June 2007 - August 2007
Skills
conversational French, Microsoft Excel, Microsoft Office, Financial Analysis, Accounting, Finance, Corporate Finance, Financial Accounting, Basic Hebrew, PowerPoint, Data Analysis, Leadership, Time Management, Retail, Merchandising
Education
Baruch College 2010 — 2012
Bachelor of Science in Business, Finance
Hunter College 2008 — 2010
Economics-BA, Economics
Saks Fifth Avenue January 2014 - Present
Macys.com July 2014 - December 2014
Macys.com March 2013 - June 2014
Macys.com January 2013 - March 2013
Bergdorf Goodman June 2012 - August 2012
Tommy Hilfiger February 2012 - May 2012
ICON Capital Corp. August 2011 - December 2011
RZO, LLC June 2009 - July 2011
Alison Brod Public Relations April 2008 - June 2008
Dana Farber Cancer Center June 2007 - August 2007
Skills
conversational French, Microsoft Excel, Microsoft Office, Financial Analysis, Accounting, Finance, Corporate Finance, Financial Accounting, Basic Hebrew, PowerPoint, Data Analysis, Leadership, Time Management, Retail, Merchandising
Education
Baruch College 2010 — 2012
Bachelor of Science in Business, Finance
Hunter College 2008 — 2010
Economics-BA, Economics
Craig England Craig England's ICON Capital Corp. Experience 1994 - 1996
Job CEO at England & Company
Industry Investment Banking
Experience
England & Company 2003 - Present
Legg Mason 1997 - 2001
Alex Brown & Sons 1996 - 1997
ICON Capital Corp. 1994 - 1996
Hunter Keith Marshall & Co. 1990 - 1994
CIBC World Markets 1988 - 1990
Irving Trust Company 1987 - 1988
Education
New York University, Stern School of Business 1994 — 1996
Master of Business Administration (M.B.A.)
The Johns Hopkins University 1983 — 1987
Bachelor's Degree
Université libre de Bruxelles 1985 — 1986
England & Company 2003 - Present
Legg Mason 1997 - 2001
Alex Brown & Sons 1996 - 1997
ICON Capital Corp. 1994 - 1996
Hunter Keith Marshall & Co. 1990 - 1994
CIBC World Markets 1988 - 1990
Irving Trust Company 1987 - 1988
Education
New York University, Stern School of Business 1994 — 1996
Master of Business Administration (M.B.A.)
The Johns Hopkins University 1983 — 1987
Bachelor's Degree
Université libre de Bruxelles 1985 — 1986
Jason Lopez Jason Lopez's ICON Capital Corp. Experience November 2004 - March 2007
Job Regional Vice President at ATEL Capital Group
Industry Financial Services
Experience
ATEL Capital Group August 2014 - Present
San Diego Community College District May 2013 - August 2014
Platinum Wealth Management October 2012 - August 2014
Macquarie Capital (USA) Inc. October 2009 - May 2012
Riversource Annuities April 2008 - May 2009
ICON Capital Corp. November 2004 - March 2007
Jackson National Life May 2004 - November 2004
Pacific Life November 2001 - March 2004
Wells Fargo SecuritiesWFS is the investment and brokerage services division of Wells Fargo Bank. September 1999 - February 2001
Skills
Wealth Management, Financial Planning, Client Relationship..., Customer Service, Account Management, Market Analysis, Investment Analysis, Training & Education, Investment Products, Variable and Fixed..., Alternative Investments, New Business Development, Sales Presentations, Group Presentations, Start-ups, Event Planning, Series 7, Series 63, Series 65, Life Insurance, Fusion Presentations, Sequoia Sales Training, Investments, Financial Advisory, Strategic Financial..., Valuation, Investment Management, Financial Services, Retirement Planning, Business Development, Insurance, Sales, Asset Allocation, Investment Advisory, Investment Strategies, Mutual Funds, Fixed Annuities, Securities, FINRA, Separately Managed..., Retirement, Variable Annuities, Wealth Management..., Asset Management, Financial Planners, Series 6, ETFs, Wealth, Portfolio Management, CRM
Education
Point Loma Nazarene University 2002 — 2014
Master of Business Administration (M.B.A.), Business
San Diego State University-California State University 1997 — 1999
Bachelor of Science (B.S.), Kinesiology and Exercise Science
ATEL Capital Group August 2014 - Present
San Diego Community College District May 2013 - August 2014
Platinum Wealth Management October 2012 - August 2014
Macquarie Capital (USA) Inc. October 2009 - May 2012
Riversource Annuities April 2008 - May 2009
ICON Capital Corp. November 2004 - March 2007
Jackson National Life May 2004 - November 2004
Pacific Life November 2001 - March 2004
Wells Fargo SecuritiesWFS is the investment and brokerage services division of Wells Fargo Bank. September 1999 - February 2001
Skills
Wealth Management, Financial Planning, Client Relationship..., Customer Service, Account Management, Market Analysis, Investment Analysis, Training & Education, Investment Products, Variable and Fixed..., Alternative Investments, New Business Development, Sales Presentations, Group Presentations, Start-ups, Event Planning, Series 7, Series 63, Series 65, Life Insurance, Fusion Presentations, Sequoia Sales Training, Investments, Financial Advisory, Strategic Financial..., Valuation, Investment Management, Financial Services, Retirement Planning, Business Development, Insurance, Sales, Asset Allocation, Investment Advisory, Investment Strategies, Mutual Funds, Fixed Annuities, Securities, FINRA, Separately Managed..., Retirement, Variable Annuities, Wealth Management..., Asset Management, Financial Planners, Series 6, ETFs, Wealth, Portfolio Management, CRM
Education
Point Loma Nazarene University 2002 — 2014
Master of Business Administration (M.B.A.), Business
San Diego State University-California State University 1997 — 1999
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Clifford Li Clifford Li's ICON Capital Corp. Experience November 2006 - December 2008
Job Director of Lead Generation and Marketing Operations
Industry Information Technology and Services
Experience
Equilar December 2014 - Present
ATEL Securities Corporation July 2012 - December 2014
ON24 April 2012 - June 2012
Interac Co. Ltd April 2009 - March 2012
ICON Capital Corp. November 2006 - December 2008
Natixis Global Asset Management September 2004 - November 2006
New York Life Insurance Company February 2003 - March 2004
Skills
Marketing, Content Strategy, Content Management, Digital Marketing, Strategic Planning, Database Marketing, Marketing Strategy, CRM, Financial Analysis, Investments, Financial Modeling, Bloomberg, Adobe Creative Suite, HTML, Public Speaking, Project Management, Financial Reporting, Adobe Illustrator, Graphic Design, Business Writing, InDesign, Copywriting, Salesforce.com, Constant Contact, Content Development, Google Analytics, Siebel, Adobe Indesign, Creative Writing, Factset, Thomson One, Mobius, Ibbotson, FirstCall, APL, ACT!, WorldTrak, Drupal, Database Management, Brand Management, Email Marketing, Analysis, Portfolio Management, Social Media, Product Marketing, Illustrator, Series 7, Series 63, Alternative Investments, Financial Services
Education
San Francisco State University
Bachelor of Science, Corporate Finance and Financial Services (Double Major), 3.57
San Francisco State University
Bachelor of Science (B.S.), Corporate Finance and Financial Services
Equilar December 2014 - Present
ATEL Securities Corporation July 2012 - December 2014
ON24 April 2012 - June 2012
Interac Co. Ltd April 2009 - March 2012
ICON Capital Corp. November 2006 - December 2008
Natixis Global Asset Management September 2004 - November 2006
New York Life Insurance Company February 2003 - March 2004
Skills
Marketing, Content Strategy, Content Management, Digital Marketing, Strategic Planning, Database Marketing, Marketing Strategy, CRM, Financial Analysis, Investments, Financial Modeling, Bloomberg, Adobe Creative Suite, HTML, Public Speaking, Project Management, Financial Reporting, Adobe Illustrator, Graphic Design, Business Writing, InDesign, Copywriting, Salesforce.com, Constant Contact, Content Development, Google Analytics, Siebel, Adobe Indesign, Creative Writing, Factset, Thomson One, Mobius, Ibbotson, FirstCall, APL, ACT!, WorldTrak, Drupal, Database Management, Brand Management, Email Marketing, Analysis, Portfolio Management, Social Media, Product Marketing, Illustrator, Series 7, Series 63, Alternative Investments, Financial Services
Education
San Francisco State University
Bachelor of Science, Corporate Finance and Financial Services (Double Major), 3.57
San Francisco State University
Bachelor of Science (B.S.), Corporate Finance and Financial Services
Michael G. Vlcek Michael G. Vlcek's ICON Capital Corp. Experience May 1997 - April 2002
Job Vice President at Wells Fargo Equipment Finance, Inc.
Industry Banking
Experience
Wells Fargo Equipment Finance, Inc. May 2002 - Present
The CIT Group Equipment Finance, Inc. May 2002 - June 2007
ICON Capital Corp. May 1997 - April 2002
Skills
Commercial Lending, Asset Based Lending, Finance, Loans, Portfolio Management, Bankruptcy, Credit, Small Business Lending, Credit Analysis, Commercial Banking, Credit Risk, Banking, Underwriting, Loan Origination, Structured Finance, Loss Mitigation, Mortgage Lending, Risk Management, Cash Management, Financial Risk, Funding, Financial Structuring, Financial Services
Education
Arizona State University
BA, Business Communications
Wells Fargo Equipment Finance, Inc. May 2002 - Present
The CIT Group Equipment Finance, Inc. May 2002 - June 2007
ICON Capital Corp. May 1997 - April 2002
Skills
Commercial Lending, Asset Based Lending, Finance, Loans, Portfolio Management, Bankruptcy, Credit, Small Business Lending, Credit Analysis, Commercial Banking, Credit Risk, Banking, Underwriting, Loan Origination, Structured Finance, Loss Mitigation, Mortgage Lending, Risk Management, Cash Management, Financial Risk, Funding, Financial Structuring, Financial Services
Education
Arizona State University
BA, Business Communications
Stephanie A. Rowe's ICON Capital Corp. Experience October 2008 - August 2009
Job Accounting Services Manager at Certent, Inc.
Industry Accounting
Experience
Certent, Inc. February 2015 - Present
Tides May 2012 - November 2012
Raley's July 2010 - January 2012
ICON Capital Corp. October 2008 - August 2009
Knight Capital Group May 2006 - October 2008
Credit Suisse First Boston October 2004 - March 2006
DoubleClick January 2003 - October 2004
Deloitte & Touche August 2000 - January 2003
American Standard August 1999 - June 2000
Skills
Employee Relations, Internal Controls, Accounting, Financial Reporting, Sarbanes-Oxley Act, Account Reconciliation, Financial Accounting, Financial Analysis, GAAP, Auditing, SEC filings, Payroll, Accounts Payable, General Ledger, Accounts Receivable, US GAAP, Financial Statements, Forecasting, Managerial Finance, PeopleSoft, Accruals, Consolidation, Finance, Sarbanes-Oxley, SEC Filings
Education
Rutgers University-New Brunswick 1997 — 2000
BS, Accounting
San Francisco State University, College of Business 1996 — 1998
accounting
Certent, Inc. February 2015 - Present
Tides May 2012 - November 2012
Raley's July 2010 - January 2012
ICON Capital Corp. October 2008 - August 2009
Knight Capital Group May 2006 - October 2008
Credit Suisse First Boston October 2004 - March 2006
DoubleClick January 2003 - October 2004
Deloitte & Touche August 2000 - January 2003
American Standard August 1999 - June 2000
Skills
Employee Relations, Internal Controls, Accounting, Financial Reporting, Sarbanes-Oxley Act, Account Reconciliation, Financial Accounting, Financial Analysis, GAAP, Auditing, SEC filings, Payroll, Accounts Payable, General Ledger, Accounts Receivable, US GAAP, Financial Statements, Forecasting, Managerial Finance, PeopleSoft, Accruals, Consolidation, Finance, Sarbanes-Oxley, SEC Filings
Education
Rutgers University-New Brunswick 1997 — 2000
BS, Accounting
San Francisco State University, College of Business 1996 — 1998
accounting
Alexander Rechits Alexander Rechits's ICON Capital Corp. Experience July 2006 - December 2014
Job Associate Credit & Asset Management at ICON Investments
Industry Financial Services
Experience
ICON Capital Corp. July 2006 - December 2014
Skills
Finance, Lease Financing, Structured Finance, Asset Managment, Valuation, Private Equity, Alternative Investments, Corporate Finance, Investments, Due Diligence, Portfolio Management, Financial Markets, DCF, Asset Based Lending, Series 63, Structured Products, Credit, Business Valuation, Asset Management, Hedge Funds
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.), Finance and Investments
ICON Capital Corp. July 2006 - December 2014
Skills
Finance, Lease Financing, Structured Finance, Asset Managment, Valuation, Private Equity, Alternative Investments, Corporate Finance, Investments, Due Diligence, Portfolio Management, Financial Markets, DCF, Asset Based Lending, Series 63, Structured Products, Credit, Business Valuation, Asset Management, Hedge Funds
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.), Finance and Investments
Karen Mello's ICON Capital Corp. Experience 1992 - 1997
Job Director of Community Impact at United Way of Western CT
Industry Nonprofit Organization Management
Experience
United Way of Western CT October 2014 - Present
United Way of Western CT December 2012 - October 2014
United Way of Western CT September 2011 - December 2012
United Way of Western CT September 2008 - September 2011
Melillo & Mitchell, LLC September 2006 - August 2008
Fairfield Financial Mortage Group, Inc. 2001 - 2003
Golden Eagle Leasing, Inc. 1997 - 2001
ICON Capital Corp. 1992 - 1997
Lerman, Bauer & Altman 1990 - 1992
Skills
Grants, Program Development, Social Services, Nonprofits, Volunteer Management, Community Outreach, Community Development, Philanthropy, Public Speaking, Leadership, Staff Development, Fundraising, Social Media, Event Management, Accounting, Financial Reporting, Auditing, Budgets
Education
Darkness to Light
Steward's of Children Training
Pace University - Lubin School of Business 1986 — 1990
Bachelor of Business Administration (BBA), Accounting
East Islip High School 1982 — 1986
United Way of Western CT October 2014 - Present
United Way of Western CT December 2012 - October 2014
United Way of Western CT September 2011 - December 2012
United Way of Western CT September 2008 - September 2011
Melillo & Mitchell, LLC September 2006 - August 2008
Fairfield Financial Mortage Group, Inc. 2001 - 2003
Golden Eagle Leasing, Inc. 1997 - 2001
ICON Capital Corp. 1992 - 1997
Lerman, Bauer & Altman 1990 - 1992
Skills
Grants, Program Development, Social Services, Nonprofits, Volunteer Management, Community Outreach, Community Development, Philanthropy, Public Speaking, Leadership, Staff Development, Fundraising, Social Media, Event Management, Accounting, Financial Reporting, Auditing, Budgets
Education
Darkness to Light
Steward's of Children Training
Pace University - Lubin School of Business 1986 — 1990
Bachelor of Business Administration (BBA), Accounting
East Islip High School 1982 — 1986
April Audette, CPA April Audette, CPA's ICON Capital Corp. Experience 1996 - 1998
Job Global Tax Professional
Industry Consumer Goods
Experience
Lord Corporation 2012 - Present
Tax Executives Institute - VA Chapter 2009 - 2012
Altria 2008 - 2012
QubicaAMF 2006 - 2008
PwC 1998 - 2006
World Color Press 1997 - 1998
ICON Capital Corp. 1996 - 1998
Skills
CPA license
Education
Penn State University 1992 — 1996
Bachelor of Science, Accounting - Business Law minor
Lord Corporation 2012 - Present
Tax Executives Institute - VA Chapter 2009 - 2012
Altria 2008 - 2012
QubicaAMF 2006 - 2008
PwC 1998 - 2006
World Color Press 1997 - 1998
ICON Capital Corp. 1996 - 1998
Skills
CPA license
Education
Penn State University 1992 — 1996
Bachelor of Science, Accounting - Business Law minor
Sylvain Templeman's ICON Capital Corp. Experience February 2001 - August 2007
Job Helping financial advisors grow their practice & AUM
Industry Financial Services
Experience
The Pacific Financial Group, Inc. October 2007 - Present
ICON Capital Corp. February 2001 - August 2007
Skills
Wine Tasting, Organic Farming, Retirement Planning, Individual Pension Plans, Adventure Travel, Asset Allocation, Asset Management, Business Development, Finance, Financial Services, Financial Advisory, Investment Advisory, Investments, Management, Mutual Funds, Pensions, Sales, Securities, Series 63, Wealth Management, Series 7
Education
California State University-Hayward 2000 — 2003
Master of Business Administration (MBA), Finance, General
California State University-Fresno 1992 — 1996
Bachelor of Science (BS), International Business
The Pacific Financial Group, Inc. October 2007 - Present
ICON Capital Corp. February 2001 - August 2007
Skills
Wine Tasting, Organic Farming, Retirement Planning, Individual Pension Plans, Adventure Travel, Asset Allocation, Asset Management, Business Development, Finance, Financial Services, Financial Advisory, Investment Advisory, Investments, Management, Mutual Funds, Pensions, Sales, Securities, Series 63, Wealth Management, Series 7
Education
California State University-Hayward 2000 — 2003
Master of Business Administration (MBA), Finance, General
California State University-Fresno 1992 — 1996
Bachelor of Science (BS), International Business
Luba Krym, CPA Luba Krym, CPA's ICON Capital Corp. Experience May 2010 - July 2011
Job Product Manager at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities January 2015 - Present
Realty Capital Securities January 2012 - Present
ICON Securities July 2011 - December 2011
ICON Capital Corp. May 2010 - July 2011
Cantor Fitzgerald October 2009 - April 2010
PricewaterhouseCoopers August 2006 - September 2009
Skills
Financial Analysis, Alternative Investments, Strategic Financial..., Financial Modeling, Due Diligence, Securities, Investments, Mutual Funds, Series 7, SEC filings, Asset Management, GAAP, Financial Reporting, Hedge Funds, Accounting
Education
Oakland University 2002 — 2006
BS, Accounting
Realty Capital Securities January 2015 - Present
Realty Capital Securities January 2012 - Present
ICON Securities July 2011 - December 2011
ICON Capital Corp. May 2010 - July 2011
Cantor Fitzgerald October 2009 - April 2010
PricewaterhouseCoopers August 2006 - September 2009
Skills
Financial Analysis, Alternative Investments, Strategic Financial..., Financial Modeling, Due Diligence, Securities, Investments, Mutual Funds, Series 7, SEC filings, Asset Management, GAAP, Financial Reporting, Hedge Funds, Accounting
Education
Oakland University 2002 — 2006
BS, Accounting
Rob Merkle's ICON Capital Corp. Experience 1996 - 1998
Job Managing Director at Stabilis Capital Management, LLC
Industry Banking
Experience
Stabilis Capital Management, LP March 2015 - Present
TEQ Research, LLC July 2013 - Present
Situs June 2014 - March 2015
McLagan 2011 - 2013
MR Westport September 2004 - June 2011
EO Entrepreneurs Organization June 2009 - July 2010
ORIX June 2003 - July 2004
Equilease Financial Services January 2002 - May 2003
Unicapital December 1999 - March 2001
ICON Capital Corp. 1996 - 1998
Skills
Finance, Business Planning, Portfolio Management, Recruiting, Leadership, Financial Services, Management, Relationship Management, Financial Modeling, Investment Banking, Due Diligence, Equities, Capital Markets, Entrepreneurship, Strategic Planning, Alternative Investments, Executive Management, Venture Capital, New Business Development, Private Equity, Hedge Funds, Securities, Structured Finance, Investments, Loans, Valuation, Analytics, Consulting, Restructuring, Asset Management, Banking, Derivatives, Financial Markets, Credit, Asset Managment, Corporate Finance, Fixed Income, Human Resources, Talent Acquisition, Emerging Markets, Risk Management, Incentive Programs, Compensation Strategies, Performance Measurement, Sales Compensation, Key Account..., Business Development
Education
University of Notre Dame 1986 — 1991
BBA
Stabilis Capital Management, LP March 2015 - Present
TEQ Research, LLC July 2013 - Present
Situs June 2014 - March 2015
McLagan 2011 - 2013
MR Westport September 2004 - June 2011
EO Entrepreneurs Organization June 2009 - July 2010
ORIX June 2003 - July 2004
Equilease Financial Services January 2002 - May 2003
Unicapital December 1999 - March 2001
ICON Capital Corp. 1996 - 1998
Skills
Finance, Business Planning, Portfolio Management, Recruiting, Leadership, Financial Services, Management, Relationship Management, Financial Modeling, Investment Banking, Due Diligence, Equities, Capital Markets, Entrepreneurship, Strategic Planning, Alternative Investments, Executive Management, Venture Capital, New Business Development, Private Equity, Hedge Funds, Securities, Structured Finance, Investments, Loans, Valuation, Analytics, Consulting, Restructuring, Asset Management, Banking, Derivatives, Financial Markets, Credit, Asset Managment, Corporate Finance, Fixed Income, Human Resources, Talent Acquisition, Emerging Markets, Risk Management, Incentive Programs, Compensation Strategies, Performance Measurement, Sales Compensation, Key Account..., Business Development
Education
University of Notre Dame 1986 — 1991
BBA
Rich Faatz's ICON Capital Corp. Experience March 2010 - June 2011
Job Investment Executive at MidCountry Investments
Industry Financial Services
Experience
MidCountry Investments November 2012 - Present
Bluerock Capital Markets June 2011 - August 2012
ICON Capital Corp. March 2010 - June 2011
Altin Holdings, LLC October 2009 - February 2010
MassMutual September 2005 - October 2009
Allianz Life August 2003 - August 2005
Allianz Life October 2001 - August 2003
Allianz Life October 2000 - October 2001
Skills
Series 7, Fixed Annuities, Investments, Securities, Financial Advisory, Mutual Funds, Series 63, Series 6, Management, Variable Annuities, IRAs, Retirement Planning, Finance, Wealth Management, Market Research, FINRA, Series 24, Defined Contribution, Stocks, Investment Advisory, Retirement, Asset Allocation, 401k, Alternative Investments, Banking, Financial Services, Insurance, Microsoft Excel
Education
Bethel University 1992 — 1996
B.A., Social Studies, Secondary Education and History
MidCountry Investments November 2012 - Present
Bluerock Capital Markets June 2011 - August 2012
ICON Capital Corp. March 2010 - June 2011
Altin Holdings, LLC October 2009 - February 2010
MassMutual September 2005 - October 2009
Allianz Life August 2003 - August 2005
Allianz Life October 2001 - August 2003
Allianz Life October 2000 - October 2001
Skills
Series 7, Fixed Annuities, Investments, Securities, Financial Advisory, Mutual Funds, Series 63, Series 6, Management, Variable Annuities, IRAs, Retirement Planning, Finance, Wealth Management, Market Research, FINRA, Series 24, Defined Contribution, Stocks, Investment Advisory, Retirement, Asset Allocation, 401k, Alternative Investments, Banking, Financial Services, Insurance, Microsoft Excel
Education
Bethel University 1992 — 1996
B.A., Social Studies, Secondary Education and History
Robert Cusack Robert Cusack's ICON Capital Corp. Experience February 2004 - June 2006
Job Experienced Account Manager
Industry Financial Services
Experience
The Franklin Mint Account ManagerFirst Republic Group LLCJanuary 2007 - September 2008
ICON Capital Corp. February 2004 - June 2006
Skills
Bloomberg, Account Management, Series 63, Financial Analysis, CRM, Asset Management, Management, Equities, Investment Banking, Marketing, Finance, Series 7, Strategic Financial..., Investments, Wealth Management
Education
Pace University - Lubin School of Business 2003 — 2007
Finance, Marketing
The Franklin Mint Account ManagerFirst Republic Group LLCJanuary 2007 - September 2008
ICON Capital Corp. February 2004 - June 2006
Skills
Bloomberg, Account Management, Series 63, Financial Analysis, CRM, Asset Management, Management, Equities, Investment Banking, Marketing, Finance, Series 7, Strategic Financial..., Investments, Wealth Management
Education
Pace University - Lubin School of Business 2003 — 2007
Finance, Marketing
Denise N Gray Denise N Gray's ICON Capital Corp. Experience May 1998 - September 2001
Job Senior Account Manager at PAETEC
Industry Telecommunications
Experience
PAETEC December 2006 - Present
The College of New Rochelle June 2004 - January 2007
The College of New Rochelle January 2002 - December 2006
ICON Capital Corp. May 1998 - September 2001
Education
Saint John Fisher College 2009 — 2011
Ed.D, Executive Leadership
The College of New Rochelle 2003 — 2004
MS, Communications
University at Albany, SUNY 1994 — 1998
BA, Liberal Arts
PAETEC December 2006 - Present
The College of New Rochelle June 2004 - January 2007
The College of New Rochelle January 2002 - December 2006
ICON Capital Corp. May 1998 - September 2001
Education
Saint John Fisher College 2009 — 2011
Ed.D, Executive Leadership
The College of New Rochelle 2003 — 2004
MS, Communications
University at Albany, SUNY 1994 — 1998
BA, Liberal Arts
Maria Caporale Maria Caporale's ICON Capital Corp. Experience 2002 - 2005
Job Advisor Solutions Broker/Dealer Change Succession Planning Coach
Industry Financial Services
Experience
Caporale Advisor Services 2010 - Present
National Planning Corporation 2010 - 2011
NEXT Financial Group 2005 - 2010
ICON Capital Corp 2002 - 2005
Skills
Transition Specialist, Marketing Consultant, Corporate Events, Investments, Marketing, Financial Services, Recruiting, Business Development, Email Marketing, Management, Sales, Budgets, Social Media, Marketing Strategy, Cold Calling, Retirement Planning, Securities, Insurance, Selling, Finance, Strategic Financial..., Strategy, Executive Management, Mutual Funds, Wealth Management, Employee Benefits, Asset Management, Portfolio Management, Relationship Management, Series 7, Series 63
Education
University of New Haven 1993 — 1995
MBA, Concentration in Public Relations
Central Connecticut State University
BS, Management Information Systems
Caporale Advisor Services 2010 - Present
National Planning Corporation 2010 - 2011
NEXT Financial Group 2005 - 2010
ICON Capital Corp 2002 - 2005
Skills
Transition Specialist, Marketing Consultant, Corporate Events, Investments, Marketing, Financial Services, Recruiting, Business Development, Email Marketing, Management, Sales, Budgets, Social Media, Marketing Strategy, Cold Calling, Retirement Planning, Securities, Insurance, Selling, Finance, Strategic Financial..., Strategy, Executive Management, Mutual Funds, Wealth Management, Employee Benefits, Asset Management, Portfolio Management, Relationship Management, Series 7, Series 63
Education
University of New Haven 1993 — 1995
MBA, Concentration in Public Relations
Central Connecticut State University
BS, Management Information Systems
KARINE DANELIAN KARINE DANELIAN's ICON Capital Corp. Experience July 2001 - April 2005
Job Manager of AP Department at Houston International Insurance Group
Industry Financial Services
Experience
Houston International Insurance Group October 2009 - Present
Houstate Investments, LLC July 2007 - May 2009
KBR April 2005 - March 2007
ICON Capital Corp. July 2001 - April 2005
Pharm-Olam International July 2004 - February 2005
Skills
Cost Accounting, Accounts Payable, Team Leadership, Accounts Receivable, Financial Analysis, Data Analysis, Cash Management, Payroll, Budgets, ERP, Account Reconciliation, Management, Invoicing, Project Planning, Sarbanes-Oxley Act, General Ledger, Software Documentation, Cash Flow, Accounting, Accruals, GAAP, Finance, Access, Internal Controls, Financial Reporting, Microsoft Office, Analysis, Business Process
Education
Azerbaijan University 1978 — 1984
BS/MS, Economics
Houston International Insurance Group October 2009 - Present
Houstate Investments, LLC July 2007 - May 2009
KBR April 2005 - March 2007
ICON Capital Corp. July 2001 - April 2005
Pharm-Olam International July 2004 - February 2005
Skills
Cost Accounting, Accounts Payable, Team Leadership, Accounts Receivable, Financial Analysis, Data Analysis, Cash Management, Payroll, Budgets, ERP, Account Reconciliation, Management, Invoicing, Project Planning, Sarbanes-Oxley Act, General Ledger, Software Documentation, Cash Flow, Accounting, Accruals, GAAP, Finance, Access, Internal Controls, Financial Reporting, Microsoft Office, Analysis, Business Process
Education
Azerbaijan University 1978 — 1984
BS/MS, Economics
Robert J.W. Hill's ICON Capital Corp. Experience March 2002 - August 2005
Job Corporate Finance | Project Finance | Private Equity with a Green Conscience
Industry Venture Capital & Private Equity
Experience
PACE Equity, LLC October 2014 - Present
IronRock Capital Partners November 2013 - September 2014
The Fortune Group LLC March 2013 - November 2013
Private Capital Research LLC September 2010 - February 2013
Net Lease Holdings February 2010 - February 2013
Thompson Street Capital Partners January 2007 - February 2010
Brown Smith Wallace September 2005 - December 2006
ICON Capital Corp. March 2002 - August 2005
Bear Stearns & Co. Inc. July 1997 - August 2001
Skills
Private Equity, Mergers, Valuation, Corporate Finance, Mergers & Acquisitions, Selling Businesses, Merge, Acquisitions, Investment Banking, Corporate Advisory, Business Transactions, Business Acquisition, Business Advisory, Corporate Development, Private Equity Firms, Recapitalizations, M&A Negotiations, M&A execution, M&A experience, Middle Market, Generalist Profile, Family Business, Buyer Representation, Seller Representation, Financial Background, Leveraged Finance, Due Diligence, Divestitures, Financial Modeling, Equity Valuation, Financial Analysis, Venture Capital, Investments, Entrepreneurship, Strategic Planning, Deal Execution, Financial Advisory, Sustainability, Sustainability..., Green, Corporate Social..., Sustainability Marketing, Successful Business..., Owner-managed businesses, Strategic Selling, Strategic Partnerships, LBO, Transition Planning, Exit Strategies, CEO Succession
Education
Princeton University 1991 — 1995
A.B., History
Pepperdine University 1995 — 1996
Dec. 1996, M.A. in History (American Economic emphasis)
Phillips Academy ("Andover") 1987 — 1991
High School, College Preparatory Boarding School
Dhahran, KSA Junior High School 1986 — 1987
9th Grade, ARAMCO Saudi Oil Company sponsored education
PACE Equity, LLC October 2014 - Present
IronRock Capital Partners November 2013 - September 2014
The Fortune Group LLC March 2013 - November 2013
Private Capital Research LLC September 2010 - February 2013
Net Lease Holdings February 2010 - February 2013
Thompson Street Capital Partners January 2007 - February 2010
Brown Smith Wallace September 2005 - December 2006
ICON Capital Corp. March 2002 - August 2005
Bear Stearns & Co. Inc. July 1997 - August 2001
Skills
Private Equity, Mergers, Valuation, Corporate Finance, Mergers & Acquisitions, Selling Businesses, Merge, Acquisitions, Investment Banking, Corporate Advisory, Business Transactions, Business Acquisition, Business Advisory, Corporate Development, Private Equity Firms, Recapitalizations, M&A Negotiations, M&A execution, M&A experience, Middle Market, Generalist Profile, Family Business, Buyer Representation, Seller Representation, Financial Background, Leveraged Finance, Due Diligence, Divestitures, Financial Modeling, Equity Valuation, Financial Analysis, Venture Capital, Investments, Entrepreneurship, Strategic Planning, Deal Execution, Financial Advisory, Sustainability, Sustainability..., Green, Corporate Social..., Sustainability Marketing, Successful Business..., Owner-managed businesses, Strategic Selling, Strategic Partnerships, LBO, Transition Planning, Exit Strategies, CEO Succession
Education
Princeton University 1991 — 1995
A.B., History
Pepperdine University 1995 — 1996
Dec. 1996, M.A. in History (American Economic emphasis)
Phillips Academy ("Andover") 1987 — 1991
High School, College Preparatory Boarding School
Dhahran, KSA Junior High School 1986 — 1987
9th Grade, ARAMCO Saudi Oil Company sponsored education
Joseph Scauri's ICON Capital Corp. Experience 2005 - 2008
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
UBS Wealth Management September 2008 - June 2011
ICON Capital Corp. 2005 - 2008
U.S. Department of State June 2004 - August 2004
Skills
Analysis, Strategy, Vendor Management, Financial Risk, Management, Wealth Management, Account Reconciliation, Accounting, Financial Services, Securities, Financial Analysis, Equities, Fixed Income, Cognos, Microsoft SQL Server, Mutual Funds, VBA, Microsoft Access, Data Analysis, BCSInt, Finance, Risk Management, Project Management, Macros, Microsoft Project
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2009
Mini MBA Program, Business Administration and Management, General
Rutgers University-New Brunswick 2001 — 2005
B.A., History/Political Science, 3.65 GPA
St. Peter's Preparatory School 1997 — 2001
High School
Morgan Stanley 2011 - Present
UBS Wealth Management September 2008 - June 2011
ICON Capital Corp. 2005 - 2008
U.S. Department of State June 2004 - August 2004
Skills
Analysis, Strategy, Vendor Management, Financial Risk, Management, Wealth Management, Account Reconciliation, Accounting, Financial Services, Securities, Financial Analysis, Equities, Fixed Income, Cognos, Microsoft SQL Server, Mutual Funds, VBA, Microsoft Access, Data Analysis, BCSInt, Finance, Risk Management, Project Management, Macros, Microsoft Project
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2009
Mini MBA Program, Business Administration and Management, General
Rutgers University-New Brunswick 2001 — 2005
B.A., History/Political Science, 3.65 GPA
St. Peter's Preparatory School 1997 — 2001
High School
Douglas Crossman's ICON Capital Corp. Experience April 2007 - March 2008
Job CEO, CĪON Securities, LLC
Industry Financial Services
Experience
CĪON Securities, LLC May 2012 - Present
ICON Securities Corp. March 2008 - May 2012
ICON Capital Corp. April 2007 - March 2008
W.H. Reaves October 2006 - April 2007
Salomon Brothers Asset Management March 2002 - July 2006
The Guardian Life Insurance Company of America/Park Avenue Securities November 1998 - March 2002
New York Life Insurance Company/NYLife Securities April 1996 - November 1998
Skills
Series 7, Accounting, Alternative Investments, Due Diligence, Strategic Financial..., Mutual Funds, Valuation, Financial Analysis, Series 63, Financial Modeling, Retirement Planning, Investment Management, Insurance, Private Placements, Investment Banking, Investment Strategies, Finance, Financial Markets, Financial Advisory, Financial Planning
Education
Montclair State University 1991 — 1995
B.S., Finance and International Business
CĪON Securities, LLC May 2012 - Present
ICON Securities Corp. March 2008 - May 2012
ICON Capital Corp. April 2007 - March 2008
W.H. Reaves October 2006 - April 2007
Salomon Brothers Asset Management March 2002 - July 2006
The Guardian Life Insurance Company of America/Park Avenue Securities November 1998 - March 2002
New York Life Insurance Company/NYLife Securities April 1996 - November 1998
Skills
Series 7, Accounting, Alternative Investments, Due Diligence, Strategic Financial..., Mutual Funds, Valuation, Financial Analysis, Series 63, Financial Modeling, Retirement Planning, Investment Management, Insurance, Private Placements, Investment Banking, Investment Strategies, Finance, Financial Markets, Financial Advisory, Financial Planning
Education
Montclair State University 1991 — 1995
B.S., Finance and International Business
Audy Cuevas-Ramirez's ICON Capital Corp. Experience 2007 - 2008
Job Internal Audit, AVP at Citi
Industry Financial Services
Experience
Citi October 2014 - Present
EXL May 2013 - October 2014
Convergex November 2011 - May 2013
EY September 2008 - September 2011
ICON Capital Corp. 2007 - 2008
Choice Logistics 2005 - 2006
Skills
Auditing, Internal Audit, Accounting, Internal Controls, Analysis, Process Improvement, Business Transformation, MS Visio, Financial Statements, SEC Filings, GAAP, SEC filings, Financial Accounting
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Bachelor's Degree, Accounting
Citi October 2014 - Present
EXL May 2013 - October 2014
Convergex November 2011 - May 2013
EY September 2008 - September 2011
ICON Capital Corp. 2007 - 2008
Choice Logistics 2005 - 2006
Skills
Auditing, Internal Audit, Accounting, Internal Controls, Analysis, Process Improvement, Business Transformation, MS Visio, Financial Statements, SEC Filings, GAAP, SEC filings, Financial Accounting
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Bachelor's Degree, Accounting
Justine Simpson Justine Simpson's ICON Capital Corp. Experience September 2006 - December 2008
Job Owner/Operator at Esther Presents, LLC
Industry Nonprofit Organization Management
Experience
Esther Presents, LLC January 2012 - Present
First Graduate January 2010 - July 2011
Northern California Weim Rescue May 2010 - May 2011
The Contemporary Jewish Museum January 2009 - May 2011
ICON Capital Corp. September 2006 - December 2008
Morgan Stanley December 1999 - June 2006
Skills
Fundraising, Event Planning, Non-profits, Social Media, Volunteer Management, Event Management, Community Outreach, Public Speaking, Research, Social Networking, Grant Writing, Budgets, Community Development, Strategic Planning, Grants, Nonprofits, Project Management, Leadership, Customer Service, Program Management, Training, Marketing, Program Development, Management, Leadership Development, Public Relations, Philanthropy, Editing, Organizational..., Social Media Marketing, Strategy, Marketing Communications, Internal Communications, Facebook, Blogging, Press Releases, Entrepreneurship, Newsletters, Strategic Communications, PowerPoint, Workshop Facilitation, Volunteer Training, Copywriting, Creative Writing, Teaching, Microsoft Office
Education
San Francisco State University 2010 — 2011
Non Profit Management, Non Profit Management
Rutgers University-New Brunswick 1994 — 1998
B.A., Accounting, Art History, Biology
Esther Presents, LLC January 2012 - Present
First Graduate January 2010 - July 2011
Northern California Weim Rescue May 2010 - May 2011
The Contemporary Jewish Museum January 2009 - May 2011
ICON Capital Corp. September 2006 - December 2008
Morgan Stanley December 1999 - June 2006
Skills
Fundraising, Event Planning, Non-profits, Social Media, Volunteer Management, Event Management, Community Outreach, Public Speaking, Research, Social Networking, Grant Writing, Budgets, Community Development, Strategic Planning, Grants, Nonprofits, Project Management, Leadership, Customer Service, Program Management, Training, Marketing, Program Development, Management, Leadership Development, Public Relations, Philanthropy, Editing, Organizational..., Social Media Marketing, Strategy, Marketing Communications, Internal Communications, Facebook, Blogging, Press Releases, Entrepreneurship, Newsletters, Strategic Communications, PowerPoint, Workshop Facilitation, Volunteer Training, Copywriting, Creative Writing, Teaching, Microsoft Office
Education
San Francisco State University 2010 — 2011
Non Profit Management, Non Profit Management
Rutgers University-New Brunswick 1994 — 1998
B.A., Accounting, Art History, Biology
Seton McAndrews, CFP®'s ICON Capital Corp. Experience June 2006 - March 2010
Job Managing Director and Chairman of the Investment Policy Committee at WrapManager, Inc.
Industry Financial Services
Experience
WrapManager, Inc October 2014 - Present
WrapManager, Inc January 2013 - October 2014
WrapManager, Inc October 2010 - January 2013
ICON Capital Corp. June 2006 - March 2010
Morgan Stanley June 2005 - June 2006
Skills
Series 7, Investments, Securities, Wealth Management, Asset Managment, Fixed Income, Venture Capital, Financial Modeling, Private Equity, Equities, Portfolio Management, Investment Banking, Alternative Investments, Asset Management
Education
Stanford University 2001 — 2005
BA, Human Biology
Queensbury High School 1997 — 2001
WrapManager, Inc October 2014 - Present
WrapManager, Inc January 2013 - October 2014
WrapManager, Inc October 2010 - January 2013
ICON Capital Corp. June 2006 - March 2010
Morgan Stanley June 2005 - June 2006
Skills
Series 7, Investments, Securities, Wealth Management, Asset Managment, Fixed Income, Venture Capital, Financial Modeling, Private Equity, Equities, Portfolio Management, Investment Banking, Alternative Investments, Asset Management
Education
Stanford University 2001 — 2005
BA, Human Biology
Queensbury High School 1997 — 2001
Basit Siddiqi's ICON Capital Corp. Experience March 2009 - August 2010
Job Senior Tax Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2013 - Present
Charles A. Barragato & Co. LLP CPAs September 2011 - January 2013
Wolfsohn Financial Services, INC. January 2011 - September 2011
ICON Capital Corp. March 2009 - August 2010
Bly & Bendel, CPA's September 2008 - March 2009
Personalized Accounting Total Services January 2008 - September 2008
Volunteer Income Tax Assistance January 2008 - April 2008
Skills
Accounting, Tax Preparation, Tax Returns, Financial Accounting, Sales Tax, Tax, Financial Analysis, Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
Masters, Taxation
City University of New York-Baruch College 2004 — 2009
BBA, Public Accounting
Marcum LLP January 2013 - Present
Charles A. Barragato & Co. LLP CPAs September 2011 - January 2013
Wolfsohn Financial Services, INC. January 2011 - September 2011
ICON Capital Corp. March 2009 - August 2010
Bly & Bendel, CPA's September 2008 - March 2009
Personalized Accounting Total Services January 2008 - September 2008
Volunteer Income Tax Assistance January 2008 - April 2008
Skills
Accounting, Tax Preparation, Tax Returns, Financial Accounting, Sales Tax, Tax, Financial Analysis, Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
Masters, Taxation
City University of New York-Baruch College 2004 — 2009
BBA, Public Accounting
Chris Bartlett's ICON Capital Corp. Experience February 2010 - May 2013
Job Senior Technology Professional
Industry Information Technology and Services
Experience
Premier, A Division of USIC April 2015 - Present
Premier, A Willbros Company June 2013 - April 2015
ICON Capital Corp. February 2010 - May 2013
Solow Realty & Development Company LLC August 2008 - February 2010
Hahn & Hessen LLP February 2006 - August 2008
Torys LLP 1997 - 2006
Custom Computer Specialists 1995 - 1996
Skills
Citrix, Disaster Recovery, Active Directory, VMware, Windows Server, Blackberry Enterprise..., Microsoft Exchange, Servers, Virtualization, Network Security, Hyper-V, Vendor Management, Cloud Computing, Project Management, Integration, Troubleshooting, SAN, Business Continuity, Data Center, Infrastructure, Group Policy, VMware Infrastructure, Strategic Planning, IT Management, Document Management, Management, ITIL, IT Operations, IT Strategy, Information Technology, Leadership, System Administration, Networking, Business Workflows
Education
Dowling College 1993 — 1996
Suffolk County Community College 1992 — 1993
Premier, A Division of USIC April 2015 - Present
Premier, A Willbros Company June 2013 - April 2015
ICON Capital Corp. February 2010 - May 2013
Solow Realty & Development Company LLC August 2008 - February 2010
Hahn & Hessen LLP February 2006 - August 2008
Torys LLP 1997 - 2006
Custom Computer Specialists 1995 - 1996
Skills
Citrix, Disaster Recovery, Active Directory, VMware, Windows Server, Blackberry Enterprise..., Microsoft Exchange, Servers, Virtualization, Network Security, Hyper-V, Vendor Management, Cloud Computing, Project Management, Integration, Troubleshooting, SAN, Business Continuity, Data Center, Infrastructure, Group Policy, VMware Infrastructure, Strategic Planning, IT Management, Document Management, Management, ITIL, IT Operations, IT Strategy, Information Technology, Leadership, System Administration, Networking, Business Workflows
Education
Dowling College 1993 — 1996
Suffolk County Community College 1992 — 1993
Michael Firer, CPA Michael Firer, CPA's ICON Capital Corp. Experience June 2011 - January 2013
Job Senior Manager of Accounting at Blink Fitness
Industry Accounting
Experience
Blink Fitness April 2014 - Present
The New York Times January 2013 - April 2014
ICON Capital Corp. June 2011 - January 2013
KPMG January 2008 - July 2011
Skills
Financial Reporting, Financial Statements, GAAP, CPA, Accounting, Auditing, Account Reconciliation, External Audit, Variance Analysis, Consolidation, Bank Reconciliation, Sarbanes-Oxley Act, IFRS, Analysis, Internal Audit, Sarbanes-Oxley, General Ledger, Financial Analysis, Journal Entries, Internal Controls, Financial Accounting, US GAAP, SEC filings, Technical Accounting..., Corporate Accounting, Corporate Finance
Education
Baruch College, City University of New York (CUNY) 2006 — 2007
Masters, Accountancy
Binghamton University 2000 — 2004
BS, Financial Economics
Blink Fitness April 2014 - Present
The New York Times January 2013 - April 2014
ICON Capital Corp. June 2011 - January 2013
KPMG January 2008 - July 2011
Skills
Financial Reporting, Financial Statements, GAAP, CPA, Accounting, Auditing, Account Reconciliation, External Audit, Variance Analysis, Consolidation, Bank Reconciliation, Sarbanes-Oxley Act, IFRS, Analysis, Internal Audit, Sarbanes-Oxley, General Ledger, Financial Analysis, Journal Entries, Internal Controls, Financial Accounting, US GAAP, SEC filings, Technical Accounting..., Corporate Accounting, Corporate Finance
Education
Baruch College, City University of New York (CUNY) 2006 — 2007
Masters, Accountancy
Binghamton University 2000 — 2004
BS, Financial Economics
Brian McGratty Brian McGratty's ICON Capital Corp. Experience January 2002 - February 2005
Job Senior Finance Coordinator at World Business Lenders, LLC
Industry Financial Services
Experience
World Business Lenders, LLC February 2015 - Present
Aflac October 2007 - January 2015
Icon Capital Corp. January 2002 - February 2005
Skills
Sales, Customer Service, Sales Management, Marketing, Financial Planning, Employee Benefits, Strategic Planning, Financial Analysis, Leadership, Management, Finance, Loans
Education
State University of New York at Albany 1993 — 1997
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
World Business Lenders, LLC February 2015 - Present
Aflac October 2007 - January 2015
Icon Capital Corp. January 2002 - February 2005
Skills
Sales, Customer Service, Sales Management, Marketing, Financial Planning, Employee Benefits, Strategic Planning, Financial Analysis, Leadership, Management, Finance, Loans
Education
State University of New York at Albany 1993 — 1997
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Miles Martin Miles Martin's ICON Capital Corp. Experience 1997 - 1999
Job Vice President Senior Credit Underwriter at RBS Asset Finance
Industry Banking
Experience
Citizens Asset Finance, Inc. January 2010 - Present
Citigroup 2005 - 2009
Citigroup 2002 - 2005
Daimler Chrysler Financial Services 1999 - 2002
ICON Capital Corp. 1997 - 1999
NYNEX Credit Corporation 1995 - 1997
Skills
Portfolio Management, Underwriting, Customer Service, Relationship Management, Software Documentation, Banking, Risk Management, Credit, Credit Risk, Due Diligence, Analysis, Credit Analysis, Finance, Loans, Financial Services, Management, Asset Based Lending, Structured Finance, Financial Analysis, Strategy
Education
Johnson & Wales University
Long Island University, C.W. Post Campus
Pace University - Lubin School of Business
BA
Citizens Asset Finance, Inc. January 2010 - Present
Citigroup 2005 - 2009
Citigroup 2002 - 2005
Daimler Chrysler Financial Services 1999 - 2002
ICON Capital Corp. 1997 - 1999
NYNEX Credit Corporation 1995 - 1997
Skills
Portfolio Management, Underwriting, Customer Service, Relationship Management, Software Documentation, Banking, Risk Management, Credit, Credit Risk, Due Diligence, Analysis, Credit Analysis, Finance, Loans, Financial Services, Management, Asset Based Lending, Structured Finance, Financial Analysis, Strategy
Education
Johnson & Wales University
Long Island University, C.W. Post Campus
Pace University - Lubin School of Business
BA
Albert Siu Albert Siu's ICON Capital Corp. Experience July 2012 - June 2013
Job Controller at Prospect Capital Corporation
Industry Accounting
Experience
Prospect Capital Management June 2013 - Present
ICON Capital Corp. July 2012 - June 2013
KPMG September 2002 - July 2012
PKF,LLP November 1999 - September 2002
Skills
Hedge Funds, Auditing, Asset Management, Alternative Investments, Mutual Funds, US GAAP, SEC filings, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Investment Management, Derivatives, Assurance, GAAP, Financial Statements, SEC Filings
Education
Pace University - Lubin School of Business
BBA, Public Accounting
Prospect Capital Management June 2013 - Present
ICON Capital Corp. July 2012 - June 2013
KPMG September 2002 - July 2012
PKF,LLP November 1999 - September 2002
Skills
Hedge Funds, Auditing, Asset Management, Alternative Investments, Mutual Funds, US GAAP, SEC filings, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Investment Management, Derivatives, Assurance, GAAP, Financial Statements, SEC Filings
Education
Pace University - Lubin School of Business
BBA, Public Accounting
Domenic Natale Domenic Natale's ICON Capital Corp. Experience January 2010 - June 2011
Job Investment Banking Associate at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital July 2012 - Present
Barclays Capital June 2011 - August 2012
Training The Street May 2012 - July 2012
Fordham Graduate Business School September 2010 - May 2012
ICON Capital Corp. January 2010 - June 2011
Rutgers University May 2005 - December 2009
Skills
Investment Banking, M&A experience, M&A execution, Due Diligence, Healthcare, Venture Capital, Private Equity, Start-up Ventures
Education
Fordham Gabelli School of Business 2010 — 2012
MBA, Finance
Rutgers University-New Brunswick 2004 — 2009
Management and Finance
The Hun School of Princeton 2004 — 2005
Delbarton 1998 — 2003
Michigan State University
Barclays Capital July 2012 - Present
Barclays Capital June 2011 - August 2012
Training The Street May 2012 - July 2012
Fordham Graduate Business School September 2010 - May 2012
ICON Capital Corp. January 2010 - June 2011
Rutgers University May 2005 - December 2009
Skills
Investment Banking, M&A experience, M&A execution, Due Diligence, Healthcare, Venture Capital, Private Equity, Start-up Ventures
Education
Fordham Gabelli School of Business 2010 — 2012
MBA, Finance
Rutgers University-New Brunswick 2004 — 2009
Management and Finance
The Hun School of Princeton 2004 — 2005
Delbarton 1998 — 2003
Michigan State University
Lynn O'Connell, CAIA Lynn O'Connell, CAIA's ICON Capital Corp. Experience August 2009 - January 2012
Job Senior Analyst at Aksia
Industry Financial Services
Experience
Aksia March 2015 - Present
Aksia January 2012 - March 2015
ICON Capital Corp. August 2009 - January 2012
Joseph Gunnar & Co., LLC May 2008 - August 2008
Skills
Alternative Investments, Finance, Investments, Hedge Funds, Private Equity, Due Diligence
Education
State University of New York at Binghamton 2005 — 2009
Bachelor of Science, Financial Economics
Hunter College High School 1999 — 2005
Aksia March 2015 - Present
Aksia January 2012 - March 2015
ICON Capital Corp. August 2009 - January 2012
Joseph Gunnar & Co., LLC May 2008 - August 2008
Skills
Alternative Investments, Finance, Investments, Hedge Funds, Private Equity, Due Diligence
Education
State University of New York at Binghamton 2005 — 2009
Bachelor of Science, Financial Economics
Hunter College High School 1999 — 2005
Jeremy Lipstein Jeremy Lipstein's ICON Capital Corp. Experience 2008 - 2009
Job Vice President at Centre Partners Management LLC
Industry Venture Capital & Private Equity
Experience
Centre Partners Management LLC 2012 - Present
D Cubed Group LLC 2011 - 2012
Windjammer Capital Investors 2010 - 2010
ICON Capital Corp. 2008 - 2009
Deutsche Bank 2007 - 2008
Skills
Private Equity, Valuation, Investment Banking, Financial Modeling
Education
Harvard Business School 2009 — 2011
MBA
Colgate University 2003 — 2007
BA, Economics
Centre Partners Management LLC 2012 - Present
D Cubed Group LLC 2011 - 2012
Windjammer Capital Investors 2010 - 2010
ICON Capital Corp. 2008 - 2009
Deutsche Bank 2007 - 2008
Skills
Private Equity, Valuation, Investment Banking, Financial Modeling
Education
Harvard Business School 2009 — 2011
MBA
Colgate University 2003 — 2007
BA, Economics
Michelle Riley Michelle Riley's ICON Capital Corp. Experience April 2007 - December 2007
Job General Counsel Americas at Bregal
Industry Financial Services
Experience
Bregal Investments December 2007 - Present
ICON Capital Corp. April 2007 - December 2007
Paul, Weiss, Rifkind, Wharton & Garrison April 2004 - April 2007
Edwards for President March 2003 - March 2004
Debevoise & Plimpton September 1999 - March 2003
Skills
Private Equity, Venture Capital, Mergers, Renewable Energy, International..., Energy, Project Finance, Equipment Leasing and..., Aviation Finance, Leveraged Buy Outs, HR, Private Equity Fund..., Compliance, Growth Equity, Mergers & Acquisitions, Cross-border M&A, Growth Capital, Finance, Intellectual Property, Asset Management, Fund Of Funds, Due Diligence, Human Resources, LBO, Financial Structuring, Investments, Corporate Finance
Education
Yale Law School 1996 — 1999
JD, Law
Oxford University 1994 — 1996
MAoxon, Politics, Philosophy & Economics
The George Washington University 1990 — 1994
BA, Political Communication, Magna Cum Laude
Bregal Investments December 2007 - Present
ICON Capital Corp. April 2007 - December 2007
Paul, Weiss, Rifkind, Wharton & Garrison April 2004 - April 2007
Edwards for President March 2003 - March 2004
Debevoise & Plimpton September 1999 - March 2003
Skills
Private Equity, Venture Capital, Mergers, Renewable Energy, International..., Energy, Project Finance, Equipment Leasing and..., Aviation Finance, Leveraged Buy Outs, HR, Private Equity Fund..., Compliance, Growth Equity, Mergers & Acquisitions, Cross-border M&A, Growth Capital, Finance, Intellectual Property, Asset Management, Fund Of Funds, Due Diligence, Human Resources, LBO, Financial Structuring, Investments, Corporate Finance
Education
Yale Law School 1996 — 1999
JD, Law
Oxford University 1994 — 1996
MAoxon, Politics, Philosophy & Economics
The George Washington University 1990 — 1994
BA, Political Communication, Magna Cum Laude
Jill Morello Jill Morello's ICON Capital Corp. Experience February 2002 - October 2003
Job Executive Assistant
Industry Executive Office
Experience
Estate of William Morello, Jr. January 2011 - January 2012
Caturano and Company June 2008 - August 2009
Record Electric Company, Inc. February 2004 - April 2008
ICON Capital Corp. February 2002 - October 2003
Chancellor Corporation December 1991 - October 2001
Chancellor Corporation May 1994 - January 1997
Chancellor Corporation December 1991 - May 1994
Skills
Word, Excel, PowerPoint, Outlook, Interaction Software, ProSystemsfx Management..., Document Management..., Quickbooks, Adobe Acrobat, Windows 7, Microsoft Word, Accounts Payable, Tax, Microsoft Excel, QuickBooks, Accounts Receivable, Accounting, Administrative..., Management, Payroll
Education
Northeastern University
Business Administration
Salem State University
of, Business Administration
Estate of William Morello, Jr. January 2011 - January 2012
Caturano and Company June 2008 - August 2009
Record Electric Company, Inc. February 2004 - April 2008
ICON Capital Corp. February 2002 - October 2003
Chancellor Corporation December 1991 - October 2001
Chancellor Corporation May 1994 - January 1997
Chancellor Corporation December 1991 - May 1994
Skills
Word, Excel, PowerPoint, Outlook, Interaction Software, ProSystemsfx Management..., Document Management..., Quickbooks, Adobe Acrobat, Windows 7, Microsoft Word, Accounts Payable, Tax, Microsoft Excel, QuickBooks, Accounts Receivable, Accounting, Administrative..., Management, Payroll
Education
Northeastern University
Business Administration
Salem State University
of, Business Administration
Robert Capobianco, CIMA® Robert Capobianco, CIMA®'s ICON Capital Corp. Experience April 2009 - April 2011
Job Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2015 - Present
Montage Investments April 2011 - January 2015
ICON Capital Corp. April 2009 - April 2011
AllianceBernstein April 2007 - April 2009
Skills
Investments, Mutual Funds, Asset Management, Equities, Series 7, Series 63, Fixed Income, ETFs, Hedge Funds, Asset Allocation, Separately Managed..., Alternative Investments, Financial Advisory, Portfolio Management, Securities, Retirement Planning, Wealth Management
Education
Wharton School, University of Pennsylvania 2012 — 2012
CIMA, Finance
University at Albany, SUNY 2002 — 2005
B.A. Arts, Political Science
Guggenheim Partners January 2015 - Present
Montage Investments April 2011 - January 2015
ICON Capital Corp. April 2009 - April 2011
AllianceBernstein April 2007 - April 2009
Skills
Investments, Mutual Funds, Asset Management, Equities, Series 7, Series 63, Fixed Income, ETFs, Hedge Funds, Asset Allocation, Separately Managed..., Alternative Investments, Financial Advisory, Portfolio Management, Securities, Retirement Planning, Wealth Management
Education
Wharton School, University of Pennsylvania 2012 — 2012
CIMA, Finance
University at Albany, SUNY 2002 — 2005
B.A. Arts, Political Science
Ed Oledan's ICON Capital Corp. Experience October 2006 - January 2007
Job Financial and Technology Consultant at Self Employed
Industry Investment Management
Experience
Self Employed July 2012 - Present
IQPC March 2011 - June 2012
Opal Financial Group February 2010 - March 2011
Jose Z. Oledan & Sons Development Corporation January 2007 - December 2010
Bantay Programs January 2007 - July 2009
Ronald McDonald House at Stanford January 2006 - November 2007
ICON Capital Corp. October 2006 - January 2007
Morgan Stanley June 2005 - May 2006
Stanford Linear Accelerator Center / U.S. Department of Energy May 2004 - September 2004
Skills
Investments, Leadership, Market Research, Marketing Strategy, Business Strategy, Strategic Planning, Portfolio Management, Hedge Funds, Business Development, Market Analysis, Investment Management, Digital Marketing, Direct Marketing, Investment Advisory, Auditing, Consulting, Sales Management, Program Management, CRM, Private Equity, Public Speaking, Online Advertising, Consumer Insight, Consumer Marketing, Brand Development
Education
Boston College 2001 — 2005
B.S., Economics, Pre Law
Sacred Heart Preparatory 1987 — 2001
Self Employed July 2012 - Present
IQPC March 2011 - June 2012
Opal Financial Group February 2010 - March 2011
Jose Z. Oledan & Sons Development Corporation January 2007 - December 2010
Bantay Programs January 2007 - July 2009
Ronald McDonald House at Stanford January 2006 - November 2007
ICON Capital Corp. October 2006 - January 2007
Morgan Stanley June 2005 - May 2006
Stanford Linear Accelerator Center / U.S. Department of Energy May 2004 - September 2004
Skills
Investments, Leadership, Market Research, Marketing Strategy, Business Strategy, Strategic Planning, Portfolio Management, Hedge Funds, Business Development, Market Analysis, Investment Management, Digital Marketing, Direct Marketing, Investment Advisory, Auditing, Consulting, Sales Management, Program Management, CRM, Private Equity, Public Speaking, Online Advertising, Consumer Insight, Consumer Marketing, Brand Development
Education
Boston College 2001 — 2005
B.S., Economics, Pre Law
Sacred Heart Preparatory 1987 — 2001
Sean Connor's ICON Capital Corp. Experience January 2007 - December 2008
Job Managing Director CĪON Investment Corporation
Industry Financial Services
Experience
CĪON Investment Corp. January 2012 - Present
ICON Investments January 2009 - December 2012
ICON Capital Corp. January 2007 - December 2008
ICON Capital Corp. June 2005 - December 2006
Skills
Structured Finance, Private Equity, Financial Modeling, Valuation, Alternative Investments, Due Diligence, Financial Analysis
Education
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts (B.A.), Economics
CĪON Investment Corp. January 2012 - Present
ICON Investments January 2009 - December 2012
ICON Capital Corp. January 2007 - December 2008
ICON Capital Corp. June 2005 - December 2006
Skills
Structured Finance, Private Equity, Financial Modeling, Valuation, Alternative Investments, Due Diligence, Financial Analysis
Education
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts (B.A.), Economics
James Brackman's ICON Capital Corp. Experience March 1996 - August 1999
Job Controller at Sconza Candy Company
Industry Semiconductors
Experience
Sconza Candy Co. May 2015 - Present
Associated Builders and Contractors August 2013 - April 2015
Yield Engineering Systems, Inc. June 2000 - June 2012
ICON Capital Corp. March 1996 - August 1999
Mitsubish Imaging (MC), Inc. April 1994 - April 1996
Mitsubishi Imaging 1991 - 1995
Skills
Managerial Finance, Financial Reporting, Budgets, Human Resources, Strategic Planning, Time Management, Employee Benefits, Finance, Accounting, Auditing, Analysis, Business Strategy, Cash Management, Financial Statements, Microsoft Excel, Semiconductors, Operations Management, IT Strategy, IT Management
Education
State University of New York at New Paltz 1990 — 1992
Bachelor's degree, Accounting
Hartwick College 1986 — 1987
Sconza Candy Co. May 2015 - Present
Associated Builders and Contractors August 2013 - April 2015
Yield Engineering Systems, Inc. June 2000 - June 2012
ICON Capital Corp. March 1996 - August 1999
Mitsubish Imaging (MC), Inc. April 1994 - April 1996
Mitsubishi Imaging 1991 - 1995
Skills
Managerial Finance, Financial Reporting, Budgets, Human Resources, Strategic Planning, Time Management, Employee Benefits, Finance, Accounting, Auditing, Analysis, Business Strategy, Cash Management, Financial Statements, Microsoft Excel, Semiconductors, Operations Management, IT Strategy, IT Management
Education
State University of New York at New Paltz 1990 — 1992
Bachelor's degree, Accounting
Hartwick College 1986 — 1987
Gifford Carter's ICON Capital Corp. Experience April 2007 - November 2007
Job Senior Vice President, Head of Corporate Development at Voya Financial
Industry Financial Services
Experience
Voya Financial (formerly ING U.S.) June 2010 - Present
ING Americas November 2007 - June 2010
ICON Capital Corp. April 2007 - November 2007
Skadden, Arps, Slate, Meagher & Flom LLP 2002 - 2007
Hon. W. G. Young, Chief Judge U.S. District Court, District of Massachusetts 2001 - 2002
U.S. Navy 1993 - 1998
Skills
Mergers & Acquisitions, Corporate Finance, Financial Modeling, Capital Markets, Due Diligence, Emerging Markets, Strategy, Corporate Governance, Corporate Law, Financial Services, Investment Banking, Corporate Development, Securities Regulation, Securities, Investments, Mergers, Asset Management, Risk Management, Private Equity, Hedge Funds, Insurance
Education
Boston University School of Law 1998 — 2001
JD
Boston University 1989 — 1992
BA
Voya Financial (formerly ING U.S.) June 2010 - Present
ING Americas November 2007 - June 2010
ICON Capital Corp. April 2007 - November 2007
Skadden, Arps, Slate, Meagher & Flom LLP 2002 - 2007
Hon. W. G. Young, Chief Judge U.S. District Court, District of Massachusetts 2001 - 2002
U.S. Navy 1993 - 1998
Skills
Mergers & Acquisitions, Corporate Finance, Financial Modeling, Capital Markets, Due Diligence, Emerging Markets, Strategy, Corporate Governance, Corporate Law, Financial Services, Investment Banking, Corporate Development, Securities Regulation, Securities, Investments, Mergers, Asset Management, Risk Management, Private Equity, Hedge Funds, Insurance
Education
Boston University School of Law 1998 — 2001
JD
Boston University 1989 — 1992
BA
Robert Kohlmeyer's ICON Capital Corp. Experience 1996 - 2000
Job Interim Treasurer at Fingerhut Direct Marketing, Inc. and Owner, Corporate Capital Services
Industry Financial Services
Experience
Corporate Capital Services Treasury ConsultantResidential Capital/GMACSeptember 2007 - Present
FIngerhut Direct Marketing April 2007 - July 2007
ICON Capital Corp. 1996 - 2000
Education
Texas Christian University - M.J. Neeley School of Business 1979 — 1984
Corporate Capital Services Treasury ConsultantResidential Capital/GMACSeptember 2007 - Present
FIngerhut Direct Marketing April 2007 - July 2007
ICON Capital Corp. 1996 - 2000
Education
Texas Christian University - M.J. Neeley School of Business 1979 — 1984
Ray Dugan's ICON Capital Corp. Experience August 2008 - January 2011
Job ALL THINGS TAX
Industry Information Technology and Services
Experience
Proximo Spirits, Inc. March 2013 - Present
Matheson Tri-Gas November 2012 - February 2013
ITC Infotech April 2012 - April 2012
Ikaria, Inc. August 2011 - April 2012
ICON Capital Corp. August 2008 - January 2011
Control Holding Group, Inc. June 2007 - August 2008
Medco Health Solutions, Inc. 2006 - 2007
Troy Chemical Corporation 2005 - 2006
BT Radianz 2003 - 2005
Siemens Corporation 1998 - 2003
Skills
SALT Audits, Tax, Income Tax, Compliance, Auditing, Property Tax, LLC, Private Equity, Mergers, Due Diligence, Hedge Funds, Corporate Tax, Transfer Pricing, Tax Accounting, Federal Tax, Account Reconciliation, Public Companies, Internal Controls, Tax Compliance, Tax Research, Sales Tax, International Tax, Tax Returns, Tax Audits, Tax Preparation, Tax Law, Use Tax, Big 4, Partnership Taxation, Tax Services, FAS109, Forecasting, Process Improvement, Tax Advisory, VAT, Budgeting, Individual Taxation, IRS, Excel, Planning, Analysis, Tax Controversy, Internal Audit, Business Planning, Telecommunications, Tax Reporting, International Tax..., Indirect Taxation, Tax Return Preparation, State Taxation
Education
Fairleigh Dickinson University 1977 — 1981
MBA, Accounting & Taxation
Fairleigh Dickinson University 1969 — 1973
BS, Accounting
Proximo Spirits, Inc. March 2013 - Present
Matheson Tri-Gas November 2012 - February 2013
ITC Infotech April 2012 - April 2012
Ikaria, Inc. August 2011 - April 2012
ICON Capital Corp. August 2008 - January 2011
Control Holding Group, Inc. June 2007 - August 2008
Medco Health Solutions, Inc. 2006 - 2007
Troy Chemical Corporation 2005 - 2006
BT Radianz 2003 - 2005
Siemens Corporation 1998 - 2003
Skills
SALT Audits, Tax, Income Tax, Compliance, Auditing, Property Tax, LLC, Private Equity, Mergers, Due Diligence, Hedge Funds, Corporate Tax, Transfer Pricing, Tax Accounting, Federal Tax, Account Reconciliation, Public Companies, Internal Controls, Tax Compliance, Tax Research, Sales Tax, International Tax, Tax Returns, Tax Audits, Tax Preparation, Tax Law, Use Tax, Big 4, Partnership Taxation, Tax Services, FAS109, Forecasting, Process Improvement, Tax Advisory, VAT, Budgeting, Individual Taxation, IRS, Excel, Planning, Analysis, Tax Controversy, Internal Audit, Business Planning, Telecommunications, Tax Reporting, International Tax..., Indirect Taxation, Tax Return Preparation, State Taxation
Education
Fairleigh Dickinson University 1977 — 1981
MBA, Accounting & Taxation
Fairleigh Dickinson University 1969 — 1973
BS, Accounting
Lisa Yencik's ICON Capital Corp. Experience 1996 - 1999
Job Business Leader at MasterCard Worldwide
Industry Financial Services
Experience
MasterCard Worldwide February 2006 - Present
MasterCard 2004 - 2006
MasterCard 2001 - 2004
MasterCard 2000 - 2001
MasterCard 1999 - 2000
ICON Capital Corp. 1996 - 1999
Skills
Process Improvement, Financial Services, Leadership, Management, Vendor Management, Financial Analysis, Strategic Planning, Forecasting, Financial Modeling, Risk Management
Education
Iona College 1989 — 1993
Bachelor’s Degree, Accounting
MasterCard Worldwide February 2006 - Present
MasterCard 2004 - 2006
MasterCard 2001 - 2004
MasterCard 2000 - 2001
MasterCard 1999 - 2000
ICON Capital Corp. 1996 - 1999
Skills
Process Improvement, Financial Services, Leadership, Management, Vendor Management, Financial Analysis, Strategic Planning, Forecasting, Financial Modeling, Risk Management
Education
Iona College 1989 — 1993
Bachelor’s Degree, Accounting
Kathleen Rowland's ICON Capital Corp. Experience 1993 - 1995
Job Investor Communications
Industry Financial Services
Experience
Oak Investment Partners November 2012 - Present
Wilton Re March 2005 - November 2012
Wilton Re March 2005 - September 2010
ICON Capital Corp. 1993 - 1995
Citigroup 1991 - 1993
The CIT Group 1987 - 1991
Skills
Reinsurance, Insurance, Risk Management, Strategic Planning, Analysis, Life Insurance, Microsoft Excel, PowerPoint, Project Management, Microsoft Office, Microsoft Word, Fixed Annuities
Education
New York University 2008 — 2009
Certificate, Executive and Organizational Coaching
University of California, Santa Barbara 1983 — 1987
BS, Political Science
Oak Investment Partners November 2012 - Present
Wilton Re March 2005 - November 2012
Wilton Re March 2005 - September 2010
ICON Capital Corp. 1993 - 1995
Citigroup 1991 - 1993
The CIT Group 1987 - 1991
Skills
Reinsurance, Insurance, Risk Management, Strategic Planning, Analysis, Life Insurance, Microsoft Excel, PowerPoint, Project Management, Microsoft Office, Microsoft Word, Fixed Annuities
Education
New York University 2008 — 2009
Certificate, Executive and Organizational Coaching
University of California, Santa Barbara 1983 — 1987
BS, Political Science
Alycia Matchen's ICON Capital Corp. Experience 1996 - 1997
Job SelfEmployed Scopist
Industry Legal Services
Experience
Self Employed August 2009 - Present
Self-Employed Education Services 2009 - 2011
Albert Charles Goudvis July 1991 - April 2007
Pleasantville Volunteer Ambulance Corps January 2003 - October 2005
Wiggin and Dana LLP 2001 - 2004
Kuk Sool Won (Briarcliff) 1997 - 2001
ICON Capital Corp. 1996 - 1997
Skills
Litigation, Legal Research, Wills, Trusts, Bankruptcy, Corporate Law, Civil Litigation, Contract Negotiation, Estate Law, Westlaw, Policy, Public Speaking, Microsoft Word, PowerPoint, Research, Courts, Nonprofits, Microsoft Office
Education
Pace University 1991 — 1995
BBA, Business and Law
Pace University - Lubin School of Business 1991 — 1995
Bachelors in, Business Administration
Pace University-Pleasantville/Briarcliff Campus 1991 — 1995
BBA, Business and Law
Lakeland Senior High School 1986 — 1990
Self Employed August 2009 - Present
Self-Employed Education Services 2009 - 2011
Albert Charles Goudvis July 1991 - April 2007
Pleasantville Volunteer Ambulance Corps January 2003 - October 2005
Wiggin and Dana LLP 2001 - 2004
Kuk Sool Won (Briarcliff) 1997 - 2001
ICON Capital Corp. 1996 - 1997
Skills
Litigation, Legal Research, Wills, Trusts, Bankruptcy, Corporate Law, Civil Litigation, Contract Negotiation, Estate Law, Westlaw, Policy, Public Speaking, Microsoft Word, PowerPoint, Research, Courts, Nonprofits, Microsoft Office
Education
Pace University 1991 — 1995
BBA, Business and Law
Pace University - Lubin School of Business 1991 — 1995
Bachelors in, Business Administration
Pace University-Pleasantville/Briarcliff Campus 1991 — 1995
BBA, Business and Law
Lakeland Senior High School 1986 — 1990
Louisa Baker's ICON Capital Corp. Experience March 1992 - March 1997
Job Commercial Finance Attorney
Industry Law Practice
Experience
Louisa L. Baker, PLLC March 2009 - Present
KeyBank / Key Equipment Finance Inc. April 2004 - December 2008
Wells Fargo / Wells Fargo Equipment Finance September 2000 - December 2003
Charter Financial, Inc. March 1997 - September 2000
ICON Capital Corp. March 1992 - March 1997
United Merchants and Manufacturers Inc. 1990 - 1992
Utah Legal Services 1982 - 1988
Skills
Structured Finance, Loans, Corporate Law, Banking, Real Estate, Banking Law, Mergers & Acquisitions, Commercial Lending, Finance, Commercial Finance, Equipment Leasing &..., Corporate Aircraft..., Financial Structuring, Licensing, Management, Commercial Litigation
Education
University of Utah S.J. Quinney College of Law 1979 — 1982
Juris Doctor, Law
Northern Michigan University 1974 — 1978
B.S., Political Science, History
St. Joseph High School 1972 — 1974
Louisa L. Baker, PLLC March 2009 - Present
KeyBank / Key Equipment Finance Inc. April 2004 - December 2008
Wells Fargo / Wells Fargo Equipment Finance September 2000 - December 2003
Charter Financial, Inc. March 1997 - September 2000
ICON Capital Corp. March 1992 - March 1997
United Merchants and Manufacturers Inc. 1990 - 1992
Utah Legal Services 1982 - 1988
Skills
Structured Finance, Loans, Corporate Law, Banking, Real Estate, Banking Law, Mergers & Acquisitions, Commercial Lending, Finance, Commercial Finance, Equipment Leasing &..., Corporate Aircraft..., Financial Structuring, Licensing, Management, Commercial Litigation
Education
University of Utah S.J. Quinney College of Law 1979 — 1982
Juris Doctor, Law
Northern Michigan University 1974 — 1978
B.S., Political Science, History
St. Joseph High School 1972 — 1974
Geraldine Browne's ICON Capital Corp. Experience November 2005 - June 2007
Job Revenue Agent at Internal Revenue Service
Industry Government Relations
Experience
Internal Revenue Service March 2010 - Present
Computercations Corp. April 2009 - Present
Marks Paneth & Shron LLP November 2008 - March 2009
Grassi & Co. 2007 - August 2008
ICON Capital Corp. November 2005 - June 2007
Deloitte & Touche October 2002 - November 2005
Skills
Auditing
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Accounting
Internal Revenue Service March 2010 - Present
Computercations Corp. April 2009 - Present
Marks Paneth & Shron LLP November 2008 - March 2009
Grassi & Co. 2007 - August 2008
ICON Capital Corp. November 2005 - June 2007
Deloitte & Touche October 2002 - November 2005
Skills
Auditing
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Accounting
Sean Sheehan's ICON Capital Corp. Experience August 2008 - February 2009
Job
Industry Financial Services
Experience
GE Capital International July 2013 - Present
RBS Citizens Business Capital August 2012 - July 2013
Forthill Investment Partners LLC July 2009 - August 2012
ICON Capital Corp. August 2008 - February 2009
FirstLight Financial Corporation March 2007 - March 2008
GE Capital April 2001 - March 2007
Enermetrix February 2000 - March 2001
GE Capital January 1996 - February 2000
GE Power Systems February 1992 - January 1996
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Master of Business Administration (MBA)
Clarkson University 1987 — 1991
Bachelor of Science (B.S.)
GE Capital International July 2013 - Present
RBS Citizens Business Capital August 2012 - July 2013
Forthill Investment Partners LLC July 2009 - August 2012
ICON Capital Corp. August 2008 - February 2009
FirstLight Financial Corporation March 2007 - March 2008
GE Capital April 2001 - March 2007
Enermetrix February 2000 - March 2001
GE Capital January 1996 - February 2000
GE Power Systems February 1992 - January 1996
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Master of Business Administration (MBA)
Clarkson University 1987 — 1991
Bachelor of Science (B.S.)
Mark Llewellyn's ICON Capital Corp. Experience February 2008 - December 2011
Job Associate Director at ICON Capital Corp.
Industry Investment Management
Experience
ICON Investments,LLC January 2012 - Present
ICON Capital Corp. February 2008 - December 2011
Geogeson Shareholder Communications May 1998 - January 2006
source one 2001 - 2006
Philips Consumer Electronics 1993 - 1998
Skills
Investments, Financial Analysis, Variance Analysis, Accounts Payable, Accounting, Due Diligence, Financial Reporting, Corporate Finance, Financial Accounting, Internal Controls, Finance, Consolidation, Financial Statements, GAAP, SEC filings, US GAAP, SEC Filings
Education
New York Institute of Technology 1988 — 1992
ICON Investments,LLC January 2012 - Present
ICON Capital Corp. February 2008 - December 2011
Geogeson Shareholder Communications May 1998 - January 2006
source one 2001 - 2006
Philips Consumer Electronics 1993 - 1998
Skills
Investments, Financial Analysis, Variance Analysis, Accounts Payable, Accounting, Due Diligence, Financial Reporting, Corporate Finance, Financial Accounting, Internal Controls, Finance, Consolidation, Financial Statements, GAAP, SEC filings, US GAAP, SEC Filings
Education
New York Institute of Technology 1988 — 1992
William T. Rumble, CPA's ICON Capital Corp. Experience January 1992 - October 1997
Job Director of Accounting at Regeneron Pharmaceuticals
Industry Biotechnology
Experience
Regeneron Pharmaceuticals May 2011 - Present
Cengage Learning June 2008 - May 2011
Emisphere Technologies, Inc July 2004 - March 2008
IBM 1997 - 2004
ICON Capital Corp. January 1992 - October 1997
Chrysler Capital Corp. June 1990 - January 1992
Ronder & Legg PC February 1989 - May 1990
KPMG Peat Marwick September 1987 - February 1989
Education
Marist College 1983 — 1987
Regeneron Pharmaceuticals May 2011 - Present
Cengage Learning June 2008 - May 2011
Emisphere Technologies, Inc July 2004 - March 2008
IBM 1997 - 2004
ICON Capital Corp. January 1992 - October 1997
Chrysler Capital Corp. June 1990 - January 1992
Ronder & Legg PC February 1989 - May 1990
KPMG Peat Marwick September 1987 - February 1989
Education
Marist College 1983 — 1987
Gregory Schill's ICON Capital Corp. Experience April 2011 - February 2012
Job Managing Director at ICON Investments
Industry Financial Services
Experience
ICON Investments February 2012 - Present
ICON Capital Corp. April 2011 - February 2012
ICON Capital Corp. April 2007 - March 2011
ICON Capital Corp. October 2006 - March 2007
ICON Capital Corp. May 2003 - October 2006
ICON Capital Corp. July 2001 - May 2003
Education
Columbia University in the City of New York
ICON Investments February 2012 - Present
ICON Capital Corp. April 2011 - February 2012
ICON Capital Corp. April 2007 - March 2011
ICON Capital Corp. October 2006 - March 2007
ICON Capital Corp. May 2003 - October 2006
ICON Capital Corp. July 2001 - May 2003
Education
Columbia University in the City of New York
Jason (Jay) Frank's ICON Capital Corp. Experience May 2006 - April 2007
Job Associate General Counsel at Ellington Management Group
Industry Law Practice
Experience
Ellington Management Group December 2013 - Present
WilmerHale November 2009 - December 2013
WilmerHale July 2007 - November 2009
ICON Capital Corp. May 2006 - April 2007
Latham & Watkins September 2002 - April 2006
Skills
Corporate Law, Corporate Governance, Securities, Initial Public Offerings
Education
Columbia University School of Law 1999 — 2002
Doctor of Law (J.D.)
Cornell University 1995 — 1999
B.A., History
Ellington Management Group December 2013 - Present
WilmerHale November 2009 - December 2013
WilmerHale July 2007 - November 2009
ICON Capital Corp. May 2006 - April 2007
Latham & Watkins September 2002 - April 2006
Skills
Corporate Law, Corporate Governance, Securities, Initial Public Offerings
Education
Columbia University School of Law 1999 — 2002
Doctor of Law (J.D.)
Cornell University 1995 — 1999
B.A., History
Matt Leszyk's ICON Capital Corp. Experience 2001 - 2008
Job Compliance
Industry Financial Services
Experience
SQN Capital Management, LLC June 2011 - Present
Law Office of John F. O'Halloran July 2010 - May 2011
Law Office of Richard A. Leszyk October 2009 - May 2010
Sterling National Bank February 2009 - October 2009
ICON Capital Corp. 2001 - 2008
Skills
Compliance, Securities, Series 7, Asset Management, Bankruptcy, Corporate Law, Due Diligence
Education
New York Law School 2004 — 2008
J.D.
University of Rochester 1997 — 2001
B.A., Economics and Japanese
SQN Capital Management, LLC June 2011 - Present
Law Office of John F. O'Halloran July 2010 - May 2011
Law Office of Richard A. Leszyk October 2009 - May 2010
Sterling National Bank February 2009 - October 2009
ICON Capital Corp. 2001 - 2008
Skills
Compliance, Securities, Series 7, Asset Management, Bankruptcy, Corporate Law, Due Diligence
Education
New York Law School 2004 — 2008
J.D.
University of Rochester 1997 — 2001
B.A., Economics and Japanese
Britt Stackhouse's ICON Capital Corp. Experience June 2009 - February 2011
Job SVP, Direct Originations, Corporate Asset Finance
Industry Financial Services
Experience
Capitalsource, a lending division of PacWest Bank March 2013 - Present
Nations Equipment Finance, LLC February 2011 - February 2013
ICON Capital Corp. June 2009 - February 2011
SunTrust Bank February 2002 - March 2009
Skills
Loans, Equipment Finance, Investment Banking, Asset, Leases, Turnaround Situations, Finance
Education
The University of Georgia 1996 — 2000
Bachelor or Arts in Economics
The University of Georgia 1995 — 2000
Bachelor of Arts
Capitalsource, a lending division of PacWest Bank March 2013 - Present
Nations Equipment Finance, LLC February 2011 - February 2013
ICON Capital Corp. June 2009 - February 2011
SunTrust Bank February 2002 - March 2009
Skills
Loans, Equipment Finance, Investment Banking, Asset, Leases, Turnaround Situations, Finance
Education
The University of Georgia 1996 — 2000
Bachelor or Arts in Economics
The University of Georgia 1995 — 2000
Bachelor of Arts
David Koren's ICON Capital Corp. Experience June 2010 - July 2012
Job Project Manager at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services July 2014 - Present
Kellogg School of Management September 2012 - June 2014
Danaher June 2013 - August 2013
ICON Capital Corp. June 2010 - July 2012
Cleantech Group June 2008 - July 2009
Skills
Financial Modeling, Due Diligence, Financial Analysis, Investments, Alternative Investments, Market Research, Corporate Finance
Education
Kellogg School of Management 2012 — 2014
MBA, Marketing and Finance
University of Michigan 2004 — 2008
BA, Economics
Sustainable Energy Fellowship - 2007
Discover Financial Services July 2014 - Present
Kellogg School of Management September 2012 - June 2014
Danaher June 2013 - August 2013
ICON Capital Corp. June 2010 - July 2012
Cleantech Group June 2008 - July 2009
Skills
Financial Modeling, Due Diligence, Financial Analysis, Investments, Alternative Investments, Market Research, Corporate Finance
Education
Kellogg School of Management 2012 — 2014
MBA, Marketing and Finance
University of Michigan 2004 — 2008
BA, Economics
Sustainable Energy Fellowship - 2007
Charissa Morningstar's ICON Capital Corp. Experience April 2006 - June 2008
Job Research Assistant at Institute for Public Representation at Georgetown Law, Environmental Section
Industry Law Practice
Experience
Institute for Public Representation at Georgetown Law January 2015 - Present
Public Citizen August 2014 - Present
Gulf Coast Ecosystem Restoration Council September 2013 - December 2013
University of Georgia May 2013 - August 2013
Focus Pointe Global 2011 - 2012
ICON Capital Corp. April 2006 - June 2008
Skills
Market Research, Westlaw, Lexis, Legal Research, Excel, Outlook, PowerPoint, Word, CRM Databases, Focus Groups, Social Media, Account Management, ACT CRM, Microsoft Office, Access, Customer Relations, Customer Service, Retail, CATI, CAWI, Freedom of Information..., Box.net
Education
Georgetown University Law Center 2013 — 2015
Doctor of Law (J.D.), Law, Cum Laude
University of Georgia
Law
University of Pennsylvania 2000 — 2004
BA, Economics/Communication
Institute for Public Representation at Georgetown Law January 2015 - Present
Public Citizen August 2014 - Present
Gulf Coast Ecosystem Restoration Council September 2013 - December 2013
University of Georgia May 2013 - August 2013
Focus Pointe Global 2011 - 2012
ICON Capital Corp. April 2006 - June 2008
Skills
Market Research, Westlaw, Lexis, Legal Research, Excel, Outlook, PowerPoint, Word, CRM Databases, Focus Groups, Social Media, Account Management, ACT CRM, Microsoft Office, Access, Customer Relations, Customer Service, Retail, CATI, CAWI, Freedom of Information..., Box.net
Education
Georgetown University Law Center 2013 — 2015
Doctor of Law (J.D.), Law, Cum Laude
University of Georgia
Law
University of Pennsylvania 2000 — 2004
BA, Economics/Communication
Jason Braunstein's ICON Capital Corp. Experience September 2010 - Present
Job Senior Director
Industry Banking
Experience
ICON Capital Corp. September 2010 - Present
Skills
Investments, Corporate Finance
Education
Cass Business School 2009 — 2010
MSc, Shipping, Trade and Finance
Connecticut College 2004 — 2008
BA, Economics and Government
ICON Capital Corp. September 2010 - Present
Skills
Investments, Corporate Finance
Education
Cass Business School 2009 — 2010
MSc, Shipping, Trade and Finance
Connecticut College 2004 — 2008
BA, Economics and Government
Rob Kohlmeyer's ICON Capital Corp. Experience January 1996 - January 2000
Job Consultant at Corporate Capital Services
Industry Financial Services
Experience
Fingerhut Direct Marketing, Inc 2007 - Present
Nath Companies 2006 - Present
KOHLMEYER CONSULTING January 2000 - Present
Looking for a new PM contract June 2009 - 2009
Wells Fargo (2009) 2009 - 2009
GMAC/ResCap September 2007 - August 2008
GMAC/ResCap January 2007 - January 2008
Fingerhut Direct Marketing 2007 - 2007
The Mosaic Company 2006 - 2006
ICON CAPITAL CORP January 1996 - January 2000
Education
Texas Christian University - M.J. Neeley School of Business 1979 — 1983
BBA, Finance/Economics
Texas Christian University (TCU)
Bachelor of Business Administration, Finance major; International Business
Fingerhut Direct Marketing, Inc 2007 - Present
Nath Companies 2006 - Present
KOHLMEYER CONSULTING January 2000 - Present
Looking for a new PM contract June 2009 - 2009
Wells Fargo (2009) 2009 - 2009
GMAC/ResCap September 2007 - August 2008
GMAC/ResCap January 2007 - January 2008
Fingerhut Direct Marketing 2007 - 2007
The Mosaic Company 2006 - 2006
ICON CAPITAL CORP January 1996 - January 2000
Education
Texas Christian University - M.J. Neeley School of Business 1979 — 1983
BBA, Finance/Economics
Texas Christian University (TCU)
Bachelor of Business Administration, Finance major; International Business
Vadim Stern's ICON Capital Corp. Experience 2002 - 2004
Job CEO at Ultimate Kitchen NYC
Industry Internet
Experience
Ultimate Kitchen NYC September 2009 - Present
Appliance Showroom - Internet Commerce Division September 2006 - October 2009
Fordham University 2005 - 2006
ICON Capital Corp. 2002 - 2004
Merrill Lynch 1999 - 2002
Education
Pace University 1997 — 2002
BA, Computer Science
Ultimate Kitchen NYC September 2009 - Present
Appliance Showroom - Internet Commerce Division September 2006 - October 2009
Fordham University 2005 - 2006
ICON Capital Corp. 2002 - 2004
Merrill Lynch 1999 - 2002
Education
Pace University 1997 — 2002
BA, Computer Science
Stephanie Wilcox Darr, MBA's ICON Capital Corp. Experience August 2002 - June 2003
Job Assistant Controller at The Metropolitan Museum of Art
Industry Museums and Institutions
Experience
The Metropolitan Museum of Art March 2015 - Present
Citi March 2013 - March 2015
The Siegfried Group December 2010 - February 2013
Citi January 2011 - July 2011
Harman International April 2009 - November 2010
Goldman Sachs June 2003 - January 2009
ICON Capital Corp. August 2002 - June 2003
KPMG Audit September 1999 - August 2002
Skills
Financial Reporting, Managerial Finance, Internal Controls, Corporate Finance, Sarbanes-Oxley Act, Account Reconciliation, Auditing, Accounting, Financial Analysis, General Ledger, Analysis, Finance, Financial Modeling, Financial Risk, Process Improvement, Leadership, Management, Mergers & Acquisitions, Internal Audit, SEC filings, Variance Analysis, Financial Audits, Investments, Financial Statements, Treasury Management, Investment Banking, Sarbanes-Oxley, Derivatives, Consolidation, Due Diligence, External Audit, Financial Accounting, Financial Services, Forecasting, GAAP, Risk Management, US GAAP, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA, Executive MBA Program
Pace University - Lubin School of Business 1996 — 1999
BBA, Public Accounting
The Metropolitan Museum of Art March 2015 - Present
Citi March 2013 - March 2015
The Siegfried Group December 2010 - February 2013
Citi January 2011 - July 2011
Harman International April 2009 - November 2010
Goldman Sachs June 2003 - January 2009
ICON Capital Corp. August 2002 - June 2003
KPMG Audit September 1999 - August 2002
Skills
Financial Reporting, Managerial Finance, Internal Controls, Corporate Finance, Sarbanes-Oxley Act, Account Reconciliation, Auditing, Accounting, Financial Analysis, General Ledger, Analysis, Finance, Financial Modeling, Financial Risk, Process Improvement, Leadership, Management, Mergers & Acquisitions, Internal Audit, SEC filings, Variance Analysis, Financial Audits, Investments, Financial Statements, Treasury Management, Investment Banking, Sarbanes-Oxley, Derivatives, Consolidation, Due Diligence, External Audit, Financial Accounting, Financial Services, Forecasting, GAAP, Risk Management, US GAAP, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA, Executive MBA Program
Pace University - Lubin School of Business 1996 — 1999
BBA, Public Accounting
Nina Chen's ICON Capital Corp. Experience August 2012 - November 2013
Job Manager at Frankel, Loughran, Starr & Vallone LLP
Industry Accounting
Experience
Frankel, Loughran, Starr & Vallone LLP November 2013 - Present
ICON Capital Corp. August 2012 - November 2013
Morgan Stanley Investment Management - Private Equity June 2011 - August 2012
Deloitte & Touche LLP October 2007 - May 2012
Lyonross Capital Management LLC (f.k.a. Bassini Playfair + Associates LLC) April 2006 - January 2007
Skills
Auditing, Financial Reporting, Private Equity, US GAAP, SEC filings, Valuation, Financial Analysis, Lease accounting, GAAP, Investments, Accounting, Tax, Asset Management, Financial Modeling
Education
New York University 2003 — 2007
Bachelors of Science, Finance and CPA Accounting
New York University - Leonard N. Stern School of Business 2003 — 2007
Bachelor of Science, Finance and CPA Accounting
Frankel, Loughran, Starr & Vallone LLP November 2013 - Present
ICON Capital Corp. August 2012 - November 2013
Morgan Stanley Investment Management - Private Equity June 2011 - August 2012
Deloitte & Touche LLP October 2007 - May 2012
Lyonross Capital Management LLC (f.k.a. Bassini Playfair + Associates LLC) April 2006 - January 2007
Skills
Auditing, Financial Reporting, Private Equity, US GAAP, SEC filings, Valuation, Financial Analysis, Lease accounting, GAAP, Investments, Accounting, Tax, Asset Management, Financial Modeling
Education
New York University 2003 — 2007
Bachelors of Science, Finance and CPA Accounting
New York University - Leonard N. Stern School of Business 2003 — 2007
Bachelor of Science, Finance and CPA Accounting
Guy Yeadon (MA Counseling)'s ICON Capital Corp. Experience 2004 - 2005
Job Mindfulness. Spiritual Direction. Recovery. ADHD.
Industry Mental Health Care
Experience
McCallum Place Eating Disorder Centers March 2014 - Present
Infinite Recovery June 2015 - Present
Promises Treatment Centers July 2013 - Present
Recovery Alliance of Austin June 2013 - Present
The Life Empowerment Center June 2012 - Present
The Council on Recovery July 2012 - Present
Seminary of the Southwest May 2009 - May 2013
HighMark Capital Management 2005 - 2006
ICON Capital Corp. 2004 - 2005
Sun America Mutual Funds 2002 - 2003
Skills
Strategic Planning, Event Planning, Cold Calling, Account Management, Contract Negotiation, Fundraising, Salesforce.com, Negotiation, Microsoft Office, Mindfulness, Networking, Connecting People, Spiritual Leadership, ADHD Coaching, Mentoring, Treatment, Nonprofits, Meditation, Teaching, Proposal Writing, Research, Leadership Development, Conflict Resolution, Leadership, Holistic Health, Psychotherapy, Program Management, Team Leadership, Coaching, Community Outreach, Program Development, Social Services, Volunteer Management, Stress Management, Spiritual Direction, Psychology, Counseling Psychology, Self-esteem, Family Therapy, Google Groups, Motivational..., Mental Health
Education
Episcopal Theological Seminary of the Southwest 2009 — 2013
MA Counseling
Clemson University 1983 — 1987
BS, Management
McCallum Place Eating Disorder Centers March 2014 - Present
Infinite Recovery June 2015 - Present
Promises Treatment Centers July 2013 - Present
Recovery Alliance of Austin June 2013 - Present
The Life Empowerment Center June 2012 - Present
The Council on Recovery July 2012 - Present
Seminary of the Southwest May 2009 - May 2013
HighMark Capital Management 2005 - 2006
ICON Capital Corp. 2004 - 2005
Sun America Mutual Funds 2002 - 2003
Skills
Strategic Planning, Event Planning, Cold Calling, Account Management, Contract Negotiation, Fundraising, Salesforce.com, Negotiation, Microsoft Office, Mindfulness, Networking, Connecting People, Spiritual Leadership, ADHD Coaching, Mentoring, Treatment, Nonprofits, Meditation, Teaching, Proposal Writing, Research, Leadership Development, Conflict Resolution, Leadership, Holistic Health, Psychotherapy, Program Management, Team Leadership, Coaching, Community Outreach, Program Development, Social Services, Volunteer Management, Stress Management, Spiritual Direction, Psychology, Counseling Psychology, Self-esteem, Family Therapy, Google Groups, Motivational..., Mental Health
Education
Episcopal Theological Seminary of the Southwest 2009 — 2013
MA Counseling
Clemson University 1983 — 1987
BS, Management
Paul Valdes's ICON Capital Corp. Experience 1989 - 1996
Job V.P. Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2014 - Present
Principal Funds Distributors, LLC August 2011 - May 2014
Transamerica Investments July 2009 - November 2010
Pacific Life November 2006 - January 2009
Evergreen Investments September 1996 - October 2006
ICON Capital Corp 1989 - 1996
Education
Fordham University
B.S., Business Administration
Nuveen Investments June 2014 - Present
Principal Funds Distributors, LLC August 2011 - May 2014
Transamerica Investments July 2009 - November 2010
Pacific Life November 2006 - January 2009
Evergreen Investments September 1996 - October 2006
ICON Capital Corp 1989 - 1996
Education
Fordham University
B.S., Business Administration
Hardeep Saini's ICON Capital Corp. Experience March 2014 - April 2015
Job Managing Director at ABPrivate Credit Investors
Industry Financial Services
Experience
AB May 2015 - Present
ICON Capital Corp. March 2014 - April 2015
ICON Investments June 2010 - February 2014
ICON Capital Corp. February 2008 - May 2010
SMBC-CM 2007 - 2008
Data Synapse 2006 - 2006
Skills
Structured Finance, Capital Markets, Financial Modeling, Corporate Finance, Credit Analysis, Valuation, Financial Analysis, Equities, Investment Banking, Loans, Risk Management, Private Equity, Investments, Finance, Financial Structuring, Banking, Portfolio Management
Education
University of Mumbai
B.E., Computers
Zicklin School Of Business, Baruch College
MBA, Finance & Investments
AB May 2015 - Present
ICON Capital Corp. March 2014 - April 2015
ICON Investments June 2010 - February 2014
ICON Capital Corp. February 2008 - May 2010
SMBC-CM 2007 - 2008
Data Synapse 2006 - 2006
Skills
Structured Finance, Capital Markets, Financial Modeling, Corporate Finance, Credit Analysis, Valuation, Financial Analysis, Equities, Investment Banking, Loans, Risk Management, Private Equity, Investments, Finance, Financial Structuring, Banking, Portfolio Management
Education
University of Mumbai
B.E., Computers
Zicklin School Of Business, Baruch College
MBA, Finance & Investments
Jonathan Ramirez's ICON Capital Corp. Experience September 2009 - July 2013
Job VP & Asst Corporate Controller at W. P. Carey Inc.
Industry Accounting
Experience
W. P. Carey Inc. July 2013 - Present
ICON Capital Corp. September 2009 - July 2013
Ernst & Young June 2003 - June 2009
Skills
Financial Reporting, Internal Controls, Financial Analysis, Accounting, Auditing, SEC filings, Financial Accounting, GAAP, Financial Statements, Consolidation, US GAAP, External Audit
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
M.S., Accountancy
Siena College 1999 — 2003
B.B.A., Accounting
W. P. Carey Inc. July 2013 - Present
ICON Capital Corp. September 2009 - July 2013
Ernst & Young June 2003 - June 2009
Skills
Financial Reporting, Internal Controls, Financial Analysis, Accounting, Auditing, SEC filings, Financial Accounting, GAAP, Financial Statements, Consolidation, US GAAP, External Audit
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
M.S., Accountancy
Siena College 1999 — 2003
B.B.A., Accounting
Alan Bjegovic's ICON Capital Corp. Experience November 2005 - August 2006
Job Director Product Monetization
Industry Marketing and Advertising
Experience
Bandsintown Group October 2012 - Present
Cellfish Media December 2006 - December 2013
NYC PictureStart Film Festival March 2012 - March 2013
ICON Capital Corp. November 2005 - August 2006
Skills
Mobile Marketing, SMS Marketing, Product Management, Product Development, Project Management, Data Analysis, Facebook Marketing, CRM, SMS Products, Direct Marketing, Mobile Applications, Mobile Devices, Marketing, Online Advertising, Digital Strategy
Education
University of Connecticut 2000 — 2004
B.A., Political Science / International Relations
Bandsintown Group October 2012 - Present
Cellfish Media December 2006 - December 2013
NYC PictureStart Film Festival March 2012 - March 2013
ICON Capital Corp. November 2005 - August 2006
Skills
Mobile Marketing, SMS Marketing, Product Management, Product Development, Project Management, Data Analysis, Facebook Marketing, CRM, SMS Products, Direct Marketing, Mobile Applications, Mobile Devices, Marketing, Online Advertising, Digital Strategy
Education
University of Connecticut 2000 — 2004
B.A., Political Science / International Relations
Andy Lieberman's ICON Capital Corp. Experience April 2012 - December 2013
Job Investment Analyst
Industry Financial Services
Experience
BNP Paribas December 2013 - Present
ICON Capital Corp. April 2012 - December 2013
Cantor Fitzgerald 2010 - 2012
SAC Capital 2007 - 2009
RBC Capital Markets 2005 - 2007
Lebenthal Asset Management 2001 - 2005
Skills
Private Equity, Equity Research, Equity Valuation, Distressed Debt, Corporate Finance, Financial Analysis, Financial Modeling, Portfolio Management, Equities, Investments, Investment Banking, Trading, Securities
Education
Fordham Gabelli School of Business
MBA, Finance
Drew University
Bachelor's degree
BNP Paribas December 2013 - Present
ICON Capital Corp. April 2012 - December 2013
Cantor Fitzgerald 2010 - 2012
SAC Capital 2007 - 2009
RBC Capital Markets 2005 - 2007
Lebenthal Asset Management 2001 - 2005
Skills
Private Equity, Equity Research, Equity Valuation, Distressed Debt, Corporate Finance, Financial Analysis, Financial Modeling, Portfolio Management, Equities, Investments, Investment Banking, Trading, Securities
Education
Fordham Gabelli School of Business
MBA, Finance
Drew University
Bachelor's degree
Lily Hou's ICON Capital Corp. Experience May 2010 - August 2011
Job Senior at Ernst & Young
Industry Accounting
Experience
Ernst & Young October 2011 - Present
ICON Capital Corp. May 2010 - August 2011
ICMedia Direct July 2008 - October 2008
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Internal Controls, Auditing, US GAAP, Corporate Finance, SEC filings, Valuation, Due Diligence, GAAP, CPA, Financial Statements, Finance
Education
New York University - Leonard N. Stern School of Business 2011 — 2011
Masters, Accounting
New York University - Leonard N. Stern School of Business 2008 — 2011
Bachelors of Science, Accounting & Finance
Barnard College 2007 — 2008
Ernst & Young October 2011 - Present
ICON Capital Corp. May 2010 - August 2011
ICMedia Direct July 2008 - October 2008
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Internal Controls, Auditing, US GAAP, Corporate Finance, SEC filings, Valuation, Due Diligence, GAAP, CPA, Financial Statements, Finance
Education
New York University - Leonard N. Stern School of Business 2011 — 2011
Masters, Accounting
New York University - Leonard N. Stern School of Business 2008 — 2011
Bachelors of Science, Accounting & Finance
Barnard College 2007 — 2008
Kalli Livanos's ICON Capital Corp. Experience August 2012 - July 2014
Job Director at Kyla Shipping
Industry Maritime
Experience
Kyla Shipping August 2014 - Present
ICON Capital Corp. August 2012 - July 2014
Kyla Shipping June 2009 - June 2009
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Private Equity, Investment Banking, Investments, Capital Markets, Microsoft Excel, Due Diligence, Entrepreneurship, Alternative Investments, Portfolio Management, Microsoft Office, PowerPoint, Structured Finance, Business Strategy, Finance, Credit Analysis
Education
Columbia University in the City of New York 2013 — 2015
Master of Science (MS)
Babson College 2009 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
The Moraitis School 2007 — 2009
IB Diploma, Economics, Math, Biology, Psychology, English, Greek
Harvard University 2008 — 2008
Organizational Behavior, Management & Economics
Kyla Shipping August 2014 - Present
ICON Capital Corp. August 2012 - July 2014
Kyla Shipping June 2009 - June 2009
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Private Equity, Investment Banking, Investments, Capital Markets, Microsoft Excel, Due Diligence, Entrepreneurship, Alternative Investments, Portfolio Management, Microsoft Office, PowerPoint, Structured Finance, Business Strategy, Finance, Credit Analysis
Education
Columbia University in the City of New York 2013 — 2015
Master of Science (MS)
Babson College 2009 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
The Moraitis School 2007 — 2009
IB Diploma, Economics, Math, Biology, Psychology, English, Greek
Harvard University 2008 — 2008
Organizational Behavior, Management & Economics
Dan Kramer's ICON Capital Corp. Experience February 2008 - October 2011
Job Element Financial (US) EVP & General Mgr. Energy,Technology and Capital Markets
Industry Financial Services
Experience
Element Financial Corp October 2011 - Present
ICON Capital Corp. February 2008 - October 2011
GMAC Commercial Finance 2002 - 2004
ORIX 2001 - 2003
GE 1981 - 1984
US Leasing Corp 1978 - 1980
US Leasing Corp 1978 - 1980
Skills
Asset Based Lending, Mergers, Banking, Financial Services, New Business Development, Loans, Finance, Structured Finance, Financial Analysis, Risk Management, Portfolio Management, Corporate Finance, Credit, Restructuring, Executive Management, Mergers & Acquisitions, Commercial Lending, Financial Structuring, Underwriting, Credit Analysis, Investments, Capital Markets
Education
Haddon Heights
Rowan University
Bachelor of Science (BS), Finance, General
Element Financial Corp October 2011 - Present
ICON Capital Corp. February 2008 - October 2011
GMAC Commercial Finance 2002 - 2004
ORIX 2001 - 2003
GE 1981 - 1984
US Leasing Corp 1978 - 1980
US Leasing Corp 1978 - 1980
Skills
Asset Based Lending, Mergers, Banking, Financial Services, New Business Development, Loans, Finance, Structured Finance, Financial Analysis, Risk Management, Portfolio Management, Corporate Finance, Credit, Restructuring, Executive Management, Mergers & Acquisitions, Commercial Lending, Financial Structuring, Underwriting, Credit Analysis, Investments, Capital Markets
Education
Haddon Heights
Rowan University
Bachelor of Science (BS), Finance, General
Jason Tedesco's ICON Capital Corp. Experience March 2009 - August 2011
Job VP, Sales Director at Legg Mason
Industry Financial Services
Experience
Legg Mason Global Asset Mgmt September 2011 - Present
ICON Capital Corp. March 2009 - August 2011
Salomon Brothers / Legg Mason Global Asset Mgmt June 2002 - February 2009
Skills
Separately Managed..., Mutual Funds, Wealth Management, Finance, Retirement Planning, Series 63, Asset Managment, Series 7, Asset Allocation, Sales, Alternative Investments, Investment Advisory, Fixed Income, Equities, Asset Management
Education
Floral Park Memorial HS 1988 — 1994
University of Delaware
Accounting
Legg Mason Global Asset Mgmt September 2011 - Present
ICON Capital Corp. March 2009 - August 2011
Salomon Brothers / Legg Mason Global Asset Mgmt June 2002 - February 2009
Skills
Separately Managed..., Mutual Funds, Wealth Management, Finance, Retirement Planning, Series 63, Asset Managment, Series 7, Asset Allocation, Sales, Alternative Investments, Investment Advisory, Fixed Income, Equities, Asset Management
Education
Floral Park Memorial HS 1988 — 1994
University of Delaware
Accounting
Rob Swartz's ICON Capital Corp. Experience 2009 - June 2012
Job PwC Transaction Services
Industry Accounting