Inverness Counsel LLC
Address: 845 3rd Ave #801, New York, NY 10022 Phone: (212) 207-2100Website: : Place name: Hours: : : : : : Category: Website: http://invernesscounsel.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 Inverness Counsel Inc Posting publicly on the Web Write a review Reviews Be the first to review
Inverness Counsel LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Inverness Counsel LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Inverness Counsel LLC Employees
Inverness Counsel LLC February 2014 - Present
J.D. Nicholas & Associates June 2010 - February 2014
Skills
Options Strategies, Option Valuation, Financial Services, Financial Markets, Computer Proficiency, Microsoft Excel, SPSS, Minitab, Microsoft Office, Employee Management, Employee Training, Trading Strategies, Trading, Stock Market, Strategy, Securities, Options, FINRA, Series 7, Series 63, Bloomberg, Derivatives, Equity Trading, Series 24, ETFs, Investment Strategies, Quantitative Finance, Arbitrage
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Stonehill College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Inverness Counsel LLC
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Outlook, Research
Education
New York Real Estate Institute 2014 — 2014
Baker College of Flint 2002 — 2005
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
WisdomTree Asset Management October 2015 - Present
Inverness Counsel LLC December 2011 - September 2015
3i Infotech Framework Limited November 2010 - November 2011
Swiss Re April 2009 - October 2010
M.D. Sass April 2007 - March 2009
Navigant Consulting 2003 - 2007
Skills
SQL, SSRS, Access, Business Intelligence, Visual Studio, VBA, Access Database, Data Analysis, Equities, Business Analysis, Relational Databases, Microsoft SQL Server, Data Architecture, INData, Account Reconciliation, Databases, ETL, SSIS, Derivatives, SDLC, Data Mining, Microsoft Excel, Database Design, Integration, Financial Reporting, Process Engineering, Process Improvement, General Ledger, Analytics, Microsoft Access, OLAP, Ad Hoc Reporting, Process Automation, Automatic..., Report Writing, Bloomberg Terminal, HTML 5, CSS, HTML, Back Office, IT Operations, jQuery, OLTP, PHP, Python, T-SQL, Business Process..., Software Implementation, C#, .NET
Education
Lehigh University - College of Business and Economics 1999 — 2003
B.S., Finance
Inverness Counsel LLC September 2014 - Present
New York Stock Exchange January 1991 - January 2007
New York Futures Exchange January 1982 - January 1991
Fahnestock & Co January 1979 - January 1980
Dean Witter Reynolds & Co January 1975 - January 1979
Skills
Investment Management
Education
University of Virginia 1970 — 1974
Bachelor's degree
Deerfield Academy
BNY Mellon May 2015 - Present
Inverness Counsel LLC December 2011 - April 2015
Merrill Lynch March 2010 - December 2011
HSBC Retail Banking and Wealth Management July 2008 - November 2009
TD July 2006 - July 2008
Washington Mutual Bank May 2004 - May 2006
Skills
Middle Office, Equities, Settlements, Wealth Management, Securities, Reconciliation, Back Office, Options, Bonds, Bloomberg, Mutual Funds, Banking, Front Office, Manage Client..., Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Office, Microsoft Powerpoint
Education
Fordham University 2006 — 2010
Bachelor of Science (B.S.), Finance & Economics
Liquidnet April 2013 - August 2014
Inverness Counsel LLC May 2012 - April 2013
Lincolnshire Management June 2011 - July 2011
Inverness Counsel LLC May 2010 - August 2010
Inverness Counsel LLC May 2009 - August 2009
Inverness Counsel LLC May 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Windows, HTML, Public Speaking, Editing, Negotiation, Public Relations, Analysis, Training, Management
Education
Roanoke College 2008 — 2012
Bachelor of Science (BS), Economics
Brooks School 2004 — 2008
The Brearley School 1995 — 2004
BNY Mellon October 2012 - Present
MacKay Shields August 2012 - October 2012
Swapclear, LCH Clearnet January 2012 - July 2012
Inverness Counsel LLC March 2010 - December 2011
KBW January 2009 - March 2010
Broadridge November 2008 - December 2008
Macquarie Bank April 2008 - October 2008
U.S. Trust June 2003 - April 2008
U.S. Trust Co. NA June 2001 - June 2003
U.S. Trust Co. NA March 2000 - June 2001
Skills
Wealth Management, Process Improvement, Equities, Asset Management, Bloomberg, Trading Systems, Risk Management, Compliance, Capital Markets, Vendor Management, Banking, Business Analysis, Derivatives, Portfolio Management, Financial Analysis, Financial Markets, Due Diligence, Change Management, Management Consulting, Requirements Gathering, Fit/Gap Analysis, Factset, Project Planning, Project Reporting, UI testing, Business Requirements, Alternative Investments, Business Strategy, Mentoring, MS Project, Process Mapping, Workflow, Workflow Analysis, System Requirements, Test Planning, User Acceptance Testing, System Testing, Visio, Thomson One, MS Office Suite, Vendor Relations, Murex, Treasury Services, Asset Managment, Microsoft Office, Strategy, Mutual Funds, Project Management, Fixed Income, Investments
Education
Sacred Heart University 1991 — 1994
MBA, Finance
Sacred Heart University 1984 — 1987
BS, Finance and Business Administration
Inverness Counsel LLC April 2015 - Present
Rockefeller & Co., Inc. September 2012 - April 2015
Rockit Solutions LLC October 2010 - September 2012
Rockit Solutions, LLC May 2009 - April 2011
Rockit Solutions, LLC July 2008 - April 2011
Rockit Solutions, LLC July 2007 - June 2008
Rockit Solutions, LLC January 2006 - June 2007
Other August 2004 - August 2005
Skills
Business Analysis, Client Service, Project Management, Sales Support, Employee Management, Relationship Management
Education
Marist College 2001 — 2005
Bachelor of Science, Finance, 3.89
Macquarie University 2004 — 2004
Other Programs and Certifications
Deutsche Bank February 2014 - Present
Inverness Counsel LLC July 2008 - February 2014
JP Morgan Chase October 2007 - July 2008
Optical Express June 2006 - October 2007
Lord & Taylor October 2005 - June 2006
Tristate Auction June 2004 - May 2005
Total Remodeling April 2004 - August 2004
Skills
PowerPoint, Equities, Finance, Microsoft Excel, Bloomberg, Spreadsheets, Sales, Microsoft Word, Banking, Time Management, Financial Analysis, Data Entry, Customer Service, Outlook, Access, Hedge Funds, Business Analysis, Alternative Investments, Social Networking
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelor's, Finance, Graduated
BlackRock February 2013 - Present
BlackRock July 2012 - January 2013
Inverness Counsel LLC March 2011 - June 2012
Collinsville Baking Company July 2007 - January 2011
Brickley for Congress July 2010 - November 2010
Student Health Services August 2009 - May 2010
Marnemoende Harbor June 2008 - July 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Outlook, ArcGIS, Recon, Indata, QuickBooks, Quicken, Analysis, Invoicing
Education
University of Connecticut 2006 — 2010
B.A., Geography, cum laude
University of Connecticut
Bachelor of Arts, Geography
Inverness Counsel, LLC 2007 - Present
Schneider Mills, Inc. 1988 - 2006
Skills
Microsoft Dynamics, Excel, Word, Outlook
Education
Brooklyn College
Bachelor of Science (BS), Accounting, Summa Cum Laude
Inverness Counsel LLC June 1994 - Present
Skills
Asset Management
Education
NYU 1988 — 1992
Master of Business Administration (MBA), Mgt
University of Utah 1982 — 1985
Bachelor's degree, Finance, General
RHSM 1974 — 1980
High School
Inverness Counsel LLC March 2008 - Present
David J Greene Inc 2003 - 2008
Brown Brothers Harriman 1993 - 2003
Skills
Banking, Securities, Hedge Funds, Equities, Bloomberg, Asset Management, Series 7, Equity Trading, Middle Office, Fixed Income, Options, Derivatives, Portfolio Management, Electronic Trading, Bonds, Trading Systems, Trading, Alternative Investments
Education
SUNY Plattsburgh 1979 — 1983
Bachelor of Science (BS), Accounting