ICON Investments
Address: 322 Houston St #108, Manhattan, KS 66502 Hours: Open ⋅ Closes 5PM Wednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (785) 323-1501: Category: : Place name: : : : : Website: Website: http://www.iconmhk.com/ Category: Investment service 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? 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 Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ICON Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
ICON Investments Salaries. You can even request information on how much does ICON Investments pay if you want to. Learn about salaries, pros and cons of working for ICON Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
56 ICON Investments employees in database. Find out everything there's to know about ICON Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
ICON Investments Employees
Crowe Horwath LLP June 2014 - Present
ICON Investments October 2013 - May 2014
Crowe Horwath LLP September 2007 - October 2013
IEEE February 2006 - September 2007
Skills
Internal Controls, SEC filings, Auditing, External Audit, Sarbanes-Oxley Act, IT Audit, US GAAP, GAAP, Analysis, CPA, Assurance, Banking, Financial Reporting, Internal Audit, SOX 404, Accounting, SEC Filings
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
BS, Accounting
Bank of America Merrill Lynch 2014 - Present
Morgan Stanley Wealth Management 2013 - 2014
ICON Investments 2010 - 2013
MSCI Inc. 2008 - 2009
Skills
Financial Accounting, Great Plains Software, FRx, Cognos, Microsoft Dynamics SL, Hedge Funds, SEC filings, Financial Reporting, Financial Analysis, Financial Statements, Annual Reports, XBRL, Microsoft Office, GAAP, Oracle
Education
Baruch College 2005 — 2009
BBA, Public Accounting
CĪON Securities, LLC June 2014 - Present
ICON Investments April 2014 - June 2014
ICON Investments October 2012 - April 2014
Morgan Stanley September 2012 - October 2012
Morgan Stanley Smith Barney August 2010 - September 2012
Skills
FINRA Series 7 License, FINRA Series 63 License, FINRA, Training, Marketing, Leadership, Customer Service, Event Planning, Microsoft Excel, Microsoft Office, Social Media Marketing
Education
Johnson & Wales University 2006 — 2010
Bachelor of Science, Business Management
Allstate Glass May 2014 - Present
Chimera Securities June 2012 - May 2014
ICON Investments June 2011 - May 2012
Brown Brothers Harriman June 2010 - August 2010
UBS Wealth Management February 2010 - June 2010
Cushman & Wakefield June 2008 - August 2008
Skills
Credit Analysis, Technical Analysis, Equity Trading
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science, Economics
Tuck Business Bridge Program at Dartmouth 2009 — 2009
Corporate Finance/Accounting
Noble and Greenough School 2001 — 2007
High School
ICON Investments July 2013 - Present
Hodgson Russ LLP April 2007 - February 2013
Sichenzia Ross Friedman Ference LLP September 2004 - April 2007
Skills
Securities Law, Mergers, Venture Capital, Securities, Private Equity
Education
Brooklyn Law School 1999 — 2003
JD
Roger Williams University 1994 — 1998
BS, Political Science and History
State Street January 2015 - Present
State Street Alternative Investment Solutions June 2014 - December 2014
State Street October 2013 - September 2014
ICON Investments January 2013 - August 2013
NorthPoint Marine May 2011 - August 2011
Skills
Financial Modeling, Valuation, Corporate Finance, Investments, Derivatives, Finance, Portfolio Management, Securities, PowerPoint, Microsoft Office, Data Analysis, Accounting, Microsoft Excel, Financial Analysis, Leadership, Mutual Funds, Account Reconciliation, Fund Accounting, Fixed Income
Education
University of Massachusetts Dartmouth 2009 — 2012
Bachelor of Science (B.S.), Finance, Investment
University of Massachusetts Dartmouth
Bachelor of Science (B.S.), Finance, General
ICON Investments January 2008 - Present
Skills
Alternative Investments, Investments, Series 7, Private Equity, Hedge Funds, Series 63, Equities, Bloomberg, Securities, Asset Management, Investment Management, Mutual Funds, Capital Markets, Fixed Income, Asset Allocation
Education
Seton Hall University 1996 — 1999
Master of Business Administration (M.B.A.), Finance, General
Seton Hall Law School 1995 — 1998
Doctor of Law (JD)
ICON Investments October 2013 - Present
Dow Jones May 2013 - October 2013
Waddell & Reed March 2013 - May 2013
Northwestern Mutual December 2011 - March 2013
Skills
Life Insurance, Bloomberg Terminal, DJX, Factiva, Outlook, Access, Fixed Annuities, Disability Insurance, Retirement, Microsoft Word, Long-term Care, Strategic Financial..., Microsoft Excel, Microsoft Exchange, PowerPoint, Finance, Training
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Business and Economics, 3.87
Fred Alger Management, Inc. July 2014 - Present
Fred Alger Management, Inc. April 2013 - June 2014
Icon Investments March 2011 - February 2013
Wells Fargo Advisors March 2009 - March 2011
Skills
CFA Level 3 Candidate, Series 7, Series 66, Series 3, Microsoft Excel, PowerPoint, Microsoft Word, DST Sales Connect, ThomsonReuters..., FINRA, Uniform Combined State..., Asset Allocation, Chartered Financial..., Mutual Funds, Marketing, Finance, Series 63
Education
SUNY at Buffalo 2003 — 2007
Bachelor of Science (BS), Finance, General
ICON Investments March 2014 - Present
Fidelity Investments May 2012 - March 2014
Oppenheimer & Co. November 2004 - May 2012
Skills
Series 7
Education
Gettysburg College 1997 — 2001
BA, Business Management
Salisbury School 1994 — 1997
Crowe Horwath LLP January 2015 - Present
Crowe Horwath LLP June 2014 - August 2014
ICON Investments April 2013 - June 2014
The Vix Group LLC March 2012 - March 2013
Suffolk County National Bank February 2011 - January 2012
Skills
Social Networking, Internet Explorer, Excel, Customer Service, Customer Relations, Creative Writing, Speech Writing, Creative Problem Solving, Creative Strategy, Creative Concept..., Great Plains Software, Accounting, Microsoft Excel, Financial Analysis
Education
Bernard M. Baruch College 2012 — 2014
Accountancy/ Monitary Economics, Overall -3.5 Major- 3.7
Suffolk Community College 2009 — 2011
Liberal Arts, 3.8
Bernard M. Baruch College
BBA, Accountancy
Suffolk County Community College
AAS, Liberal Arts
ICON Investments July 2012 - Present
Sun Life Financial April 2005 - January 2012
Hartford/Planco March 2003 - April 2005
Northern NJ September 2002 - March 2003
Skills
Series 7, Series 63, CFP®, Alternative Investments, Public Speaking, Annuities, Retirement Planning, Investment Planning, Estate Planning, Insurance, Fixed Annuities, 401k, Asset Allocation, Financial Planning, Investments, Mutual Funds, Retirement, Securities, Series 6, Strategic Financial...
Education
University of Southern Maine, MBA 2000 — 2001
MBA, Marketing and Finance
State University of New York College at Potsdam 1994 — 1998
Bachelor of Arts, Industrial Labor Relations
Ardentis LLC February 2014 - Present
ICON Investments March 2008 - December 2013
Landsbanki Commercial Finance February 2006 - March 2008
GMAC Commercial Finance March 2003 - February 2006
Bell Labs Lucent Technologies July 2000 - March 2003
Transamerica Leasing January 1997 - July 1999
Barclays Mercantile 1986 - 1997
National Westminster Bank 1979 - 1986
Skills
Corporate Finance, Structured Finance, Asset Based Lending, Syndications, Finance, Mentoring, Corporate Sales..., Financial Structuring, Portfolio Management, Cash Management, Financial Services, Management, Financial Analysis, Banking, Project Finance, Investment Banking, Restructuring, Investments, Trade Finance, Valuation, Financial Modeling, Hedge Funds, Leveraged Finance, Alternative Investments, Equities, Due Diligence, Credit Analysis, Fixed Income, Mergers & Acquisitions, Asset Management, Securities, Financial Markets, Venture Capital, Structured Products, Loans, Funding, Financial Advisory, Credit, Private Placements, Derivatives, M&A experience, LBO, Bloomberg, Mutual Funds, Wealth Management, ABS, Emerging Markets, Risk Management, Credit Risk, Private Equity
Education
Cass Business School 1995 — 1997
MBA, Structured Finance
Chartered Institute of Bankers
ACIB, Banking & Finance
Chartered Institute of Bankers
DipFS, Financial Studies Dilpoma
ICON Investments December 2014 - Present
Friedman LLP July 2013 - December 2014
The Draft House January 2013 - November 2013
Spicy`s May 2008 - September 2013
SHI International Corp. February 2013 - July 2013
Jackson Hewitt January 2013 - May 2013
Work Out World January 2013 - May 2013
Regional Capital Group, LLC October 2012 - January 2013
Temporary Positions at Nightclubs in Philly October 2010 - October 2012
Ronald Sandler CPA June 2012 - September 2012
Skills
Accounting, Microsoft Word, Income Tax, Microsoft Excel, Financial Reporting, QuickBooks, Financial Analysis, Microsoft Office, PowerPoint, CPA, Customer Service, Accounts Payable, Finance, Accounting, Bartending, Investments, Due Diligence, Strategic Communications, Accounts Receivable, Auditing, Financial Accounting, Real Estate, Alternative Investments, Loans, Loan Origination, Treasury, SEC Financial Reporting, BDCs
Education
Rowan University 2008 — 2012
Bachelor of Science (B.S.) in Accounting, Accounting
Ocean Township High School 2003 — 2007
Lux Remodeling LLC May 2013 - Present
Houston Habitat for Humanity February 2012 - April 2013
Hinduja Capital Advisors, Inc. February 2008 - July 2011
ICON Investments December 2006 - January 2008
International Fund Services (Ireland) Ltd, A State Street Company December 2005 - December 2006
Skills
Valuation, Investments, Financial Modeling, Financial Analysis, Microsoft Excel, Project Management, Budgets, Business Development, Due Diligence, Hedge Funds, Financial Services, Risk Management, Real Estate, Banking, Trading, Entrepreneurship, Carpentry, Corporate Finance, Start-ups, Venture Capital, Roofers, Home Renovation
Education
University of Colorado Boulder 2001 — 2005
B.A., Economics
New Mexico Military Institute 2000 — 2001
Business
ICON Investments May 2005 - Present
Cohen, Tauber, Spievack & Wagner September 2001 - May 2005
Graubard Mollen & Miller April 2000 - May 2001
Ruskin, Moscou Evans & Faltischek, P.C. September 1998 - April 2000
Skills
Corporate Finance, Corporate and..., Structured Finance, Investments, Capital Markets, Alternative Investments, Corporate Law, Restructuring, Public and private..., Securities, Securities Regulation, Due Diligence
Education
Hofstra University School of Law 1995 — 1998
Doctor of Law (JD)
University of Scranton 1991 — 1995
Bachelor of Science (BS), Political Science and Government
Cantor Fitzgerald September 2015 - Present
Highland Capital Management, L.P. June 2014 - July 2015
ICON Investments August 2013 - July 2014
Behringer Harvard 2002 - March 2013
Allmerica Financial 1992 - 2002
Eden Financial 1985 - 1992
AG Edwards 1981 - 1985
Burroughs 1977 - 1981
Skills
Series 7, Investments, Mutual Funds, Fixed Annuities, Series 63, Retirement Planning, Alternative Investments, Real Estate Transactions, Securities, Wealth Management, Asset Management, Asset Allocation, Investment Advisory, Portfolio Management, Financial Advisory, FINRA, Insurance, Financial Planning, ETFs, Real Estate, Investment Strategies, Uniform Combined State...
Education
Iowa State University 1973 — 1977
Bachelor, Finance
Goldman Sachs August 2014 - Present
ICON Investments March 2014 - August 2014
ICON Investments March 2012 - February 2014
1199 National Benefit Fund July 2010 - February 2012
MetLife Financial Services 2009 - 2010
Skills
Investments, Financial Analysis, Investment Banking, Microsoft Excel, Corporate Finance, Bloomberg, Bloomberg Terminal, Fixed Income, Accounting, Financial Reporting, Financial Modeling, Due Diligence, Portfolio Management, Asset Management, Derivatives, Analysis, Risk Management, Finance, Equities, Valuation, Securities, Alternative Investments, Hedge Funds, Capital Markets, Financial Markets, Private Equity, Financial Accounting, Structured Finance
Education
City University of New York-Baruch College 2007 — 2009
Bachelor of Business Administration (BBA), Finance and Investments
ICON Investments October 2013 - Present
ICON Securities Corp. April 2008 - October 2013
Legg Mason January 2007 - April 2008
Legg Mason January 2004 - January 2007
Skills
Separately Managed..., Series 63, Series 7, Series 6, Mutual Funds, Series 65, Uniform Combined State..., Series 24, 529 Plans, 401k, FINRA, Retirement Planning, ETFs, Fixed Annuities, Asset Allocation
Education
Syracuse University 1991 — 1994
Communications
Green Arc, LLC April 2015 - Present
ICON Investments August 2014 - December 2014
Hamilton Robinson Capital Partners March 2009 - August 2014
Camulos Capital LP May 2007 - August 2007
Skills
Private Equity, M&A experience, Business Development, Venture Capital, Corporate Finance, Mergers & Acquisitions, Valuation, Corporate Development, Due Diligence, Hedge Funds, LBO, Capital, Investments, Private Placements, Leveraged Finance, Restructuring, Investment Banking, Equities, Capital Markets, Asset Management
Education
Roanoke College 2004 — 2008
Darien High School
ICON Investments December 2008 - Present
AllianceBernstein June 2000 - December 2008
Skills
FINRA Series 7, FINRA Series 39, FINRA Series 63, Alternative Investments, Mutual Funds, Business Development, Investments, Asset Managment, Investment Advisory, International Sales, International Marketing
Education
Lafayette College 1996 — 2000
Business / Economics
Darien High School
ICON Investments May 2012 - Present
Skills
Financial Modeling, Alternative Investments, Hedge Funds, Securities, Valuation, Series 63, PowerPoint, Microsoft Excel, Investments, Series 7, Financial Analysis, Bloomberg, Private Equity, Leadership
Education
Princeton University 2007 — 2011
Bachelor of Arts (B.A.), Economics
ICON Investments January 2012 - Present
Fuoco Group January 2007 - January 2012
Skills
Internal Controls, Auditing, Financial Reporting, Financial Statements, Accounting, Sarbanes-Oxley Act, QuickBooks, Tax Returns, Internal Audit, External Audit, SEC filings, US GAAP, Account Reconciliation, General Ledger, Accounts Receivable, Finance, Financial Analysis, Corporate Tax, Tax Accounting, Tax Preparation, Financial Accounting, GAAP, Consolidation
Education
Baruch College 2004 — 2008
BBA, Finance
ICON Investments February 2014 - Present
The Wall Street Coach February 2012 - February 2014
Skills
Wine
Education
City University of New York-Hunter College 2009 — 2013
Bachelor of Arts (B.A.), Thomas Hunter Honors in Political Science and French Language and Culture
ICON Investments July 2013 - Present
Hire Counsel November 2012 - June 2013
Chicago Law Firm 2010 - 2011
FXCM January 2005 - July 2008
Skills
FX, Financial Markets, Research, Derivatives, FX trading, Compliance, Economics, Statistics, Portfolio Management, Analysis, FX Options, Financial Risk, Financial Modeling, Trading Systems, Equity Research, Equities, Trading, Valuation, Alternative Investments, Options, Electronic Trading, Securities, Bloomberg, Currency, Proprietary Trading, Hedge Funds, Capital Markets
Education
Northwestern University School of Law 2008 — 2011
JD
New York University
Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P. October 2014 - Present
ICON Investments March 2013 - October 2014
DWS Investments/Deutsche Bank May 2006 - February 2013
MFS Investment Management March 2004 - May 2006
Wells Real Estate Funds March 2002 - April 2004
Skills
Alternative Investments, Mutual Funds, Investments, Equities, Fixed Income, Financial Advisory, Fixed Annuities, 401k, Real Estate, Wealth, Sales Operations, Series 7, Commodity, Series 63, Securities, Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Public Speaking
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA, Investment Management
Strategic Coach 2005 — 2005
Business/Time Management
Communicate to Connect 2004 — 2004
Public Speaking
SpeakEasy 2002 — 2002
Public Speaking
Purdue University 1991 — 1996
Bachelor of Science (BS)
Toronto Film School at RCC Institute of Technology March 2015 - June 2015
Federal Graphics December 2014 - March 2015
TheNetworkOne/Viola July 2009 - November 2014
RATIO-ME August 2005 - November 2014
ICON Investments October 2006 - July 2009
V Advertising May 2005 - October 2006
BV Advertising September 2002 - May 2005
Skills
Creative Direction, Strategic Communications, Brand Management, Advertising, Marketing..., Brand Development, Integrated Marketing, Conceptualization /..., Corporate Communications, Art Direction, Consulting, Marketing Strategy, Events Organisation, Brand Architecture, Project Management, Creative Writing, Brainstorm Facilitation, Creative Problem Solving, Corporate Branding, Design Thinking, Integrated Marketing..., Delivering Results, Creative Strategy, Multi-Cultural Team..., Facilitation, Interactive Advertising, Logo Design, Marketing, Marketing Communications, Outdoor Advertising, Market Planning, Brand Awareness, Concept Development, Online Advertising, Internal Communications, Creative Solutions, Media Relations, Social Media Marketing, Digital Marketing, Event Management, Competitive Analysis, Management, Project Planning, Marketing Management, Leadership, Market Research, Corporate Identity, Communications Planning, Event Planning, Crisis Communications
Education
University of Toronto
Certificate, Digital Marketing Management
Australian Institute of Business 2010 — 2012
Master of Business Administration (MBA), Business Administration / Marketing Management
School of Architecture - Fine Arts Faculty 1997 — 2002
Bachelor of Architecture (BArch), Architecture and Urban Design
ICON Investments March 2015 - Present
AllianceBernstein August 2012 - March 2015
ADP Retirement Services August 2011 - August 2012
Skills
Series 7, Microsoft Office, Salesforce.com, 401k, Microsoft Word, Series 63, PowerPoint, Sales, Social Media, Financial Analysis, Retirement Planning, Financial Advisory, Microsoft Excel, Retirement, CRM, Finance, Leadership, Public Speaking
Education
Muhlenberg College 2007 — 2011
Bachelors, Business Administration & Political Science
Muhlenberg College 2007 — 2011
Bachelor’s Degree, Business Administration and Management, General + Political Science
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
ICON Investments April 2009 - Present
Fortis June 2007 - April 2009
Fortis April 2005 - June 2007
Fortis July 2002 - April 2005
Fortis February 2000 - July 2002
Den norske Bank ASA, New York Branch January 1997 - February 2000
Den norske Bank ASA January 1996 - January 1997
Skills
Structured Finance, Corporate Finance, Capital Markets, Financial Structuring, Banking, Project Finance, Investment Banking, Risk Management, Credit Analysis, Private Equity, Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Mergers, Investments, Restructuring
Education
Boston University 1992 — 1995
BA, International Relations
Boston University Questrom School of Business 1992 — 1995
BS, Business Administration (Concentration in Finance)
Oslo Handelsgymnasium 1988 — 1991
slemdal 1985 — 1988
ICON Investments February 2014 - Present
ICON Investments April 2011 - February 2014
ICON Securities April 2010 - April 2011
Cole Capital May 2009 - March 2010
MFS Investment Management January 2007 - May 2009
Skills
Series 7, Alternative Investments, Key Account Mangement, Series 6, Series 63, Mutual Funds, Relationship Management
Education
University of Pittsburgh 2000 — 2002
East Stroudsburg University of Pennsylvania 2002 — 2004
Ruby Peak 2014 - Present
Scalar Partners 2011 - 2013
ATEL Capital Group 2010 - 2011
Iron Capital 2009 - 2010
ICON Investments 2007 - 2009
Empire Financial 2006 - 2007
Skills
Recruiting, Full-life Cycle..., Talent Acquisition, Internet Recruiting, Financial Sales, Alternative Investments, Equities, Securities, Valuation, Investment Banking, Private Placements, Sales Finance, CRM, Venture Capital, CRM Databases, Talent Pipelining, Finance, Management, Investments, Customer Service, Sales, Leadership, Marketing, Microsoft Office
Education
Southern Methodist University Dedman School of Law
Juris Doctor (J.D.), Law
The University of Texas at Austin - Red McCombs School of Business
Bachelor's Degree, Business Administration: Finance/Marketing
OnDeck December 2014 - Present
ICON Investments March 2008 - September 2014
Smart Online February 2006 - March 2008
Ray-X Medical Management June 1997 - February 2005
Arthur Andersen 1991 - 1997
Skills
SEC filings, Accounting, Financial Reporting, GAAP, Sarbanes-Oxley Act, US GAAP, CPA, Financial Statements, Finance, Financial Analysis, Management, Consolidation, Corporate Finance, Internal Controls, SEC Filings, Account Reconciliation, Auditing, Cash Flow, Due Diligence, Financial Accounting, General Ledger, Internal Audit, Financial Modeling
Education
State University of New York at Albany 1987 — 1991
Bachelor of Science (BS), Accounting
MasterCard July 2014 - Present
ICON Investments August 2013 - June 2014
Gleacher & Company May 2010 - June 2013
Wachtell, Lipton, Rosen & Katz September 2003 - April 2010
Research Analyst at Glassman-Oliver Economic Consultants 1999 - 2000
Skills
Corporate Governance, Mergers & Acquisitions, Corporate Law, Securities, Private Equity, Joint Ventures, Securities Regulation, Legal Writing, Legal Advice, Contract Negotiation, Due Diligence, Investment Banking, Finance, Legal Research
Education
University of Pennsylvania Law School 2000 — 2003
JD
The Johns Hopkins University 1995 — 1999
BA, Economics and Political Science
Greensburg Salem High School
ICON Investments March 2010 - Present
Ernst & Young September 2005 - March 2010
Skills
Financial Reporting, Black Belt, Financial Analysis, Financial Modeling, Corporate Finance, Financial Accounting, Golf
Education
Lehigh University - College of Business and Economics 2001 — 2005
DNB October 2014 - Present
Deutsche Bank May 2014 - October 2014
ICON Investments January 2012 - January 2014
BNP Paribas June 2010 - November 2011
Fortis Capital Corp. 2007 - 2010
Fortis Bank 2004 - 2007
DVB Bank AG 2003 - 2003
Skills
Corporate Finance, Banking, Structured Finance, Financial Modeling, Risk Management, Financial Analysis, Investment Banking, Capital Markets, Project Finance, Finance
Education
Université Panthéon Sorbonne (Paris I) / IAE Paris 2001 — 2003
Masters, International Transportation
Stockholm University 2001 — 2002
Exchange Program, Finance
Université Panthéon Sorbonne (Paris I) / IAE Paris 1998 — 2001
Bachelors, Dual Major: Finance & Economics
Lycee Francais Louis Pasteur 1998 — 1998
University of Cambridge
University of Cambridge
Angelo, Gordon & Co. January 2015 - Present
ICON Investments January 2014 - December 2014
ICON Investments May 2012 - January 2014
Euro Pacific Capital May 2010 - May 2012
Creative Financial Staffing October 2007 - April 2010
Bank of New York Mellon June 2007 - September 2007
Skills
Email Marketing, Graphic Design, Online Marketing, Direct Marketing, Marketing Communications, Project Management, Adobe Creative Suite, Lead Generation, Database Marketing, Event Planning, Vendor Management, Alternative Investments, Presentation Design, Financial Services, BDCs, CRM, Social Networking, Analytics, Microsoft Excel, Finance, Marketing
Education
Boston University Questrom School of Business 2003 — 2007
Bachelor of Science in Business Administration, Finance, Accounting
Boston Latin School 1997 — 2003
OppenheimerFunds January 2015 - Present
Eagle Strategies, LLC April 2013 - December 2014
ICON Investments January 2009 - April 2013
AllianceBernstein January 2004 - January 2009
AllianceBernstein 2004 - 2005
Morgan Stanley January 2003 - January 2004
Skills
Marketing Strategy, Marketing Communications, Business Development, Investments, Marketing Management, Marketing, Management, Financial Services, Mutual Funds, Leadership, Alternative Investments, Project Management, Portfolio Management, Sales, Asset Management, Product Marketing, Series 7, Forecasting, Finance
Education
Monmouth University
Bachelor of Science, Finance
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 June 2013 - Present
Morgan Stanley June 2011 - June 2013
Quinnipiac University, Investment Club October 2007 - May 2011
Quinnipiac University August 2007 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Wells Fargo Advisors February 2010 - May 2010
UBS Financial Services August 2009 - February 2010
Skills
Investments, Bloomberg, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Series 7, Access, Valuation, Finance, Strategic Financial..., Mutual Funds, Fixed Income, Asset Allocation, Hostage Negotiator, Investment Strategies
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, Economics
Quinnipiac University - School of Business 2007 — 2011
Finance and Economics
SQN Investment Group August 2014 - Present
ICON Investments December 2008 - May 2014
AllianceBernstein December 2006 - November 2008
OppenheimerFunds December 2005 - December 2006
JP Morgan Chase January 2002 - December 2005
Joseph Gunnar and Co, LLC June 2000 - January 2002
Skills
Outlook, PowerPoint, Microsoft Excel, Asset Management, Presentation Training, Sales Training, Alternative Investments, General Securities..., Sales Management, Marketing, Securities, Finance, CRM, Financial Planning, Financial Advisory, Financial Services, Investments, Leadership, Management, Mutual Funds, Portfolio Management, Series 7
Education
Hofstra University 1997 — 1999
Batchelors of Arts, Political Science, minor in International Affairs
Nassau Community College 1994 — 1997
A.A., Liberal Arts
St Mary's High School 1990 — 1994
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
Patriarch Partners June 2013 - Present
ICON Investments September 2008 - May 2013
Law Offices of Philip J Rizzuto PC November 2007 - September 2008
Skills
Securities, Private Equity, Due Diligence, Mergers, Private Placements, Alternative Investments, Mergers & Acquisitions, Corporate Law, Hedge Funds, Financial Analysis, Structured Finance, Securities Regulation, Equities, Corporate Finance, Capital Markets, Series 7, Restructuring, Asset Management, Investments
Education
Touro College Jacob D. Fuchsberg Law Center 2003 — 2006
J.D.
Long Island University, C.W. Post Campus 1999 — 2003
BS, Business Administration - Finance
Deloitte May 2013 - Present
ICON Investments May 2012 - April 2013
Deloitte February 2006 - May 2012
Panda Restaurant Group August 2004 - January 2006
Skills
Tax, Accounting, International Tax, Income Tax, Tax Advisory, Tax Accounting, Tax Research, Corporate Tax
Education
University of California, Santa Barbara 2002 — 2004
BA, Accounting/Business Economics
BHJS
ICON Investments February 2014 - Present
Grant Thornton LLP September 2012 - February 2014
Middlegate Capital Management June 2011 - August 2011
Almar Sales Group July 2009 - August 2009
Leshkowitz & Company LLP July 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Capital IQ, Accounting, Microsoft Excel, Financial Reporting, Due Diligence, Business Valuation, PowerPoint, Data Analysis, Bloomberg, Microsoft Office, Mergers, Internal Controls, Management Consulting, DCF, Equity Research, Economics
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration, Finance, Accounting, Analytic Consulting
Ramaz Upper School 2004 — 2008
High School
ICON Investments June 2014 - Present
ICON Investments March 2011 - Present
JPMorgan Chase November 2008 - February 2010
Oppenheimer & Co. February 2008 - May 2008
John Thomas Financial August 2007 - January 2008
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Separately Managed..., Investments, Asset Allocation, Asset Management
Education
Muhlenberg College 2003 — 2007
BA, Business
ICON Investments October 2013 - Present
Tunstall Americas August 2012 - October 2013
ALPS Price Meadows July 2011 - May 2012
Four Winds Interactive December 2010 - July 2011
Skills
Hedge Funds, Bloomberg, Finance, Financial Modeling, Financial Reporting, Financial Accounting, Financial Analysis
Education
University of Colorado at Boulder 2006 — 2010
Bachelor's degree, Accounting
City National Rochdale December 2013 - Present
ICON Investments 2008 - 2013
Lehman Brothers September 2004 - March 2008
Neuberger Berman February 2003 - August 2004
Skills
Mutual Funds, Securities, Series 7, Series 63, Alternative Investments, Series 24, Separately Managed..., Investment Strategies, Portfolio Management
Education
UMass Boston 1991 — 1995
Economics
ICON Investments May 2013 - September 2014
W. P. Carey Inc. October 2011 - December 2012
PwC, Transaction Services June 2008 - September 2011
PwC, Assurance June 1997 - May 2008
Skills
Auditing, US GAAP, Internal Controls, Internal Audit, Consolidation, Accounting, SEC filings, GAAP, Financial Reporting, Revenue Recognition, CPA, IFRS, Financial Accounting, Sarbanes-Oxley Act, External Audit, Financial Audits, SEC Filings
Education
University of Rhode Island
Master of Science (M.S.), Accounting
ICON Investments April 2013 - Present
M. CPA, LLC 2012 - April 2013
Wholesale Building Supply Co. November 2010 - April 2011
Skills
QuickBooks, ProSeries, Accounts Payable, Accounting, Microsoft Excel, Microsoft Office, General Ledger, Trial Balance, Sales Tax, Payroll Taxes, Tax, Auditing, Accounts Receivable, US GAAP, FASB, 10Q, 10K, Financial Reporting, Great Plains Software, Consolidated Financial..., Consolidation, Financial Statement..., Alternative Investments, Financial Statements, Journal Entries, Accruals, GAAP, Account Reconciliation, Statutory Audit, Foreign Currency, SEC Financial Reporting, Bank Reconciliation, Financial Accounting, Financial Analysis, Microsoft Word, SEC Filings, Analysis
Education
Brooklyn College 2007 — 2012
Bachelor of Science (B.S.), Accounting
ICON Investments May 2013 - August 2013
Education
University of Massachusetts, Amherst 2010 — 2014
BA, Economics
University of Massachusetts, Amherst 2010 — 2014
Bachelor's degree, Economics and Psychology