Investment Management

Description

Investment management is the professional asset management of various securities and other assets in order to meet specified investment goals for the benefit of the investors. Investors may be institutions or private investors.

Investment Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Investment Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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41 Investment Management employees in database. Find out everything there's to know about Investment Management 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.

Investment Management Employees

Employee
Years
Job
Industry
Emin Rasulov Emin Rasulov Greater Boston Area Details
Emin Rasulov's Investment Management Experience September 2011 - Present
Job Global Investor SelfEmployed
Industry Investment Management
Experience
Investment Management   September 2011 - Present
Lombard Odier Investment Managers   February 2009 - September 2011
Batterymarch Financial Management  March 2002 - January 2009
Microsoft  January 2000 - June 2000
Eaton Vance  January 1999 - June 1999

Skills
Emerging Markets, EMEA, LATAM, Frontier Markets, Investment Management, Investment Analysis, Financial Analysis, Financial Modeling, Fundamental Analysis, Process-based Investment, Quantitative Investing, Technical Analysis, Asia, Risk Management, Client Communication, Hedging, Options, Long/Short Equity, Russian

Education
Northeastern University   1996 — 2001
Bachelor's Degree, Finance, Political Science

Ivana Rosenberg Ivana Rosenberg New York, New York Details
Ivana Rosenberg's Investment Management Experience June 2014 - Present
Job Marketing Professional, MBA in Marketing and Management
Industry Financial Services
Experience
Investment Management   June 2014 - Present
Gargoyle Group   October 2010 - June 2014
Dearborn Capital Partners, LLC   June 2008 - October 2010
Life Product Clearing , LLC   September 2006 - May 2008
Globe Tax Services, Inc   July 2005 - September 2006
Hazan Capital   May 2004 - August 2004

Skills
PowerPoint, CRM, Microsoft Excel, RFP, Adobe Creative Suite, Designing Marketing..., Salesforce.com, Superior Client Service, InDesign, Microsoft Publisher, Web Content Management, Microsoft Dynamics, Joomla, SalesLogix CRM, Project Management, Advent

Education
New York University - Leonard N. Stern School of Business   2009 — 2012
MBA, Marketing, Management

Brandeis University   2001 — 2005
Bachelor of Arts, Economics

Greg Yates, CFA Greg Yates, CFA San Francisco Bay Area Details
Greg Yates, CFA's Investment Management Experience 2011 - 2014
Job Director of Client Service at ModernIR LLC
Industry Financial Services
Experience
ModernIR LLC   2014 - Present
Investment Management   2011 - 2014
Mellon Capital Management  2008 - 2011
Collins & Company LLC   2005 - 2007
McMorgan and Company   2003 - 2005
Banc of America Securities Investment Bank LLC   2000 - 2003
PIMCO  1998 - 2000

Skills
Equities, Hedge Funds, Asset Allocation, Portfolio Management, Investment Strategies, Investments, Securities, Alternative Investments, Macroeconomics, ETFs, Valuation, Fundamental Analysis, Mutual Funds, Performance Attribution, Economics, Bloomberg, Financial Risk, Microsoft Excel, Barra Aegis, Relationship Management, Marketing, Capital Markets Analysis, Client Presentation, Asset Management, Investment Management

Education
CAIA   2015 — 2015
Level 2 Candidate

CFA Institute

University of Arizona   1994 — 1997
Bachelor of Science, Finance

Kaushik Goswami Kaushik Goswami Washington D.C. Metro Area Details
Kaushik Goswami's Investment Management Experience August 2015 - Present
Job Chicago Booth MBA
Industry Investment Management
Experience
Investment Management   August 2015 - Present
Telecom Media & Technology   January 2001 - July 2015
Tata Steel  October 1997 - July 1999

Skills
Program Management, Strategy, Leadership, Business Development, Strategic Planning, Vendor Management

Education
The University of Chicago - Booth School of Business   2012 — 2015
Master of Business Administration (MBA)

Project Management Institute (PMI)   2009 — 2018
PMP

The George Washington University
M.S.

Birla Institute of Technology
B.E.

Loyola School Jamshedpur
ISCE

Darko Kapelina Darko Kapelina Greater Atlanta Area Details
Darko Kapelina's Investment Management Experience August 2009 - June 2012
Job Founder at Carbon Recall, LLC
Industry Sports
Experience
Carbon Recall, LLC   September 2014 - Present
CSRS  June 2012 - Present
Investment Management   August 2009 - June 2012
USA  August 1978 - October 2009

Skills
Asset Managment, Investments, Portfolio Management, Equities, Alternative Investments, Trading, Asset Allocation, Financial Markets, Technical Analysis, Trading Strategies, Investment Management, Certified Residential..., Regenerative Sailing, Sailing Crew

Education
University of Maryland College Park   1974 — 1978
BS, Business Administration and Marketing

Thomas Brian Strachan Thomas Brian Strachan Kansas City, Missouri Area Details
Thomas Brian Strachan's Investment Management Experience December 2005 - Present
Job Independent Investment Management Professional
Industry Investment Management
Experience
Investment Management   December 2005 - Present

Skills
Stock Market Investments, Author and owner of..., Investments, Equities, Internal Controls, Portfolio Management, Microsoft Word, Valuation, Corporate Finance, Hedge Funds, Asset Managment, Auditing, Microsoft Office, Due Diligence, Strategic Planning, Financial Analysis, Financial Accounting, Microsoft Excel, Financial Reporting, Accounting, Financial Modeling, Budgets, Private Equity, Strategic Financial..., Asset Management, Managerial Finance, Finance, Risk Management, Financial Planning, Tax, Cash Management, Banking

Education
University of Notre Dame   1968 — 1968
BBA, Accounting, Intensive education in Accounting, Auditing, Financial Analysis, Business Law with help of Beckers., Passed CPA exam & gained a CPA license -Status:Inactive / Retired.

Peter Waitzman Peter Waitzman Greater Chicago Area Details
Peter Waitzman's Investment Management Experience March 2007 - Present
Job Registered Rep at Investment Management
Industry Financial Services
Experience
Investment Management   March 2007 - Present
HSBC  December 2005 - March 2007
Chicago Autosports   January 2003 - September 2005
Crowe Horwath  April 2002 - January 2003
NaviSite  July 1999 - April 2002
Morningstar  June 1998 - May 1999

Skills
Strategic Planning, CRM, Process Improvement, Account Management, Marketing, Management, Sales, Marketing Strategy, Customer Service, Financial Services, Product Marketing, Asset Management, Business Relationship..., Vendor Management, Local Marketing, Customer Relations, Financial Advice

Education
Northwestern University   1995 — 1999
BA, Economics

Southfield-Lathrup   1991 — 1995
High School Diploma

Our Shepherd Lutheran   1983 — 1991

Andrea Drummond Andrea Drummond Austin, Texas Details
Andrea Drummond's Investment Management Experience August 2015 - Present
Job Business Analyst, Investment Management
Industry Government Administration
Experience
Investment Management   August 2015 - Present
Premier Research Labs  May 2012 - August 2015
Premier Research Labs  November 2011 - May 2012
Premier Research Labs  October 2010 - November 2011

Skills
Project Management, Purchasing, Global Sourcing, Process Improvement, Strategic Sourcing, Inventory Management, ERP Selection, ERP Software, ERP Modules, Software Evaluations, Sourcing, Materials Management, Leadership, Process Manufacturing, User Requirements, Training, Strategic Planning, Nutraceuticals, cGMP manufacturing, FDA GMP, Application Support..., Business Analysis

Education
Oklahoma State University
BS, International Business

Steve Talley, CFS Steve Talley, CFS Greater Denver Area Details
Steve Talley, CFS's Investment Management Experience January 2007 - January 2009
Job CFA Level III Candidate in CFA Institute Program at CFA Level III Candidate in CFA Institute Program
Industry Investment Management
Experience
Curian Capital LLC  November 2009 - Present
CFA Level III Candidate in CFA Institute Program   January 2007 - Present
Edward Jones  January 2009 - December 2010
Investment Management   January 2007 - January 2009
DLJ  January 1999 - December 2006
Donaldson, Lufkin & Jenrette   January 1999 - January 2006
E*TRADE Financial  2006 - 2006
Credit Suisse  2001 - 2003
Credit Suisse  2001 - 2003
Morgan Stanley  January 1997 - January 1999

Skills
Mutual Funds, Investments, Series 7, Securities, Alternative Investments, Asset Management, Financial Services, Portfolio Management, Equities, Series 63, Fixed Income, Finance, Financial Advisory, Asset Allocation, Investment Management, Capital Markets, Wealth Management, FINRA, Management, Retirement Planning, Strategy, Options, Due Diligence, 401k, Investment Advisory, Sales, Financial Analysis, Investment Strategies, Insurance, Risk Management, Hedge Funds, Retirement, CRM, Financial Planning, Executive Management, Financial Modeling, Series 6, Bloomberg, Financial Markets, Fixed Annuities, Trading, ETFs, Relationship Management, Valuation, Marketing, Credit

Education
University of Colorado Boulder   1992 — 1995
B.S., Business Administration

University of Colorado Boulder   1992 — 1995
B.S, Business Administration

CFA Institute

FINRA

NYSSA

Robert J Russo Jr. Robert J Russo Jr. Greater New York City Area Details
Robert J Russo Jr.'s Investment Management Experience January 2013 - Present
Job Investor, Entrepreneur
Industry Investment Management
Experience
Investment Management   January 2013 - Present
G-Rides Private Transportation, Inc.   September 2014 - Present
PrivCo  June 2014 - September 2014
Value Investment Professionals, LLC   March 2014 - May 2014
JPMorgan Chase  July 2010 - October 2012
Dimension Trading Group, LLC  April 2009 - September 2009
Genesis Investment Trading, LLC   August 2008 - April 2009
Merrill Lynch  September 2007 - December 2007
Field Home   May 2006 - September 2006
Joe Benbasset, Inc.   June 2004 - September 2004

Skills
Equities, Fixed Income, Financial Modeling, Investment Banking, Financial Analysis, Valuation, Series 63, Investments, Portfolio Management, Economics, Microsoft Excel, Technical Analysis, Bloomberg Terminal, Bloomberg, Capital Markets, Investor Relations, Credit Analysis, Risk Management, Corporate Finance, Statistical Modeling, Equity Trading, Wealth Management, Alternative Investments, Finance, Asset Allocation, Excel, Customer Relations, Mutual Funds, Trading, Financial Risk, Mergers, Securities, Retirement Planning, Asset Management, Derivatives, Investment Strategies, Options, Investment Advisory, Financial Services, Financial Advisory, Equity Research, Financial Markets, Hedge Funds, LBO, Banking, Credit, Private Equity, Trading Strategies, Options Strategies, Index Options

Education
CFA Institute

Investment Banking Institute

Pace University - Lubin School of Business
BBA

Gary Trembley Gary Trembley Greater San Diego Area Details
Gary Trembley's Investment Management Experience January 1995 - Present
Job SVP Senior Portfolio Fund Manager at Bank of America
Industry Investment Management
Experience
Investment Management   January 1995 - Present
Bank of America  June 1984 - January 1995
First bank Minneapolis  1982 - 1984
First bank Minneapolis  1982 - 1984
First bank Minneapolis  1982 - 1984
First bank Minneapolis  1982 - 1984

Skills
Asset Managment, Investments, Portfolio Management, Due Diligence, Equities, Private Equity, New Business Development, Real Estate, Investment Properties, Financial Analysis, Wealth Management, Mutual Funds, Finance, Strategic Planning, Sales, Small Business, Negotiation, Marketing

Education
University of Notre Dame   1980 — 1980

University of Wisconsin-Whitewater   1976 — 1977
MBA, Masters in Business Administration, Finance

University of Wisconsin-Green Bay   1972 — 1976
Bachelors, Business Administration and Economics

Green Bay East High School   1969 — 1972
High Schook Diploma

St Phillips, Green Bay Wisconsin

Troy Rillo Troy Rillo Jupiter, Florida Details
Troy Rillo's Investment Management Experience 2004 - Present
Job Attorney and Investment Management Professional
Industry Investment Management
Experience
Investment Management   2004 - Present
Security Dynamics, LLC   2013 - Present
YA Corn Oil Systems, LLC   2009 - Present
Mountain Hawk Energy, LLC   2009 - Present
Viumbe, LLC   2009 - Present
NutriMix Laboratories   2009 - 2013
iPhotonix, LLC   April 2010 - 2012
Sustainable Products Company, LLC   2009 - 2011
Westport Energy, LLC   2009 - July 2010
Kirkpatrick Lockhart Preston Gates LLP   July 1997 - April 2004

Skills
Alternative Investments, Mergers & Acquisitions, Hedge Funds, Mergers, Venture Capital, Investments, Asset Management, Private Equity, Equities, Portfolio Management, Corporate Law, Investor Relations, Securities, Investment Banking, Due Diligence, Capital Markets, Structured Finance, Private Placements, Financial Modeling, Fixed Income, Financial Structuring, Emerging Markets, Valuation, Finance, Corporate Development, Corporate Finance, Corporate Governance, Investment Management, Mutual Funds, Project Finance, Business Development, Derivatives, Divestitures, IPO, Investment Strategies

Education
University of Florida - Fredric G. Levin College of Law   1992 — 1995
JD, Law

University of Florida - Warrington College of Business Administration   1985 — 1989
BS, Finance

Gaurav Kapoor Gaurav Kapoor Greater Boston Area Details
Gaurav Kapoor's Investment Management Experience 2015 - Present
Job Global Technology Investments
Industry Investment Management
Experience
Investment Management   2015 - Present
CI Investments Inc.  2012 - 2014
Citadel LLC  2011 - 2012
Fidelity Investments  2008 - 2011
Thomas Weisel Partners  January 2003 - December 2007

Skills
Equity Research, Equities, Equity Valuation, Hedge Funds, Portfolio Management, Competitive Analysis, Valuation, Industry Analysis, Asset Management, Investments, Alternative Investments, Bloomberg, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Mutual Funds, Fundamental Analysis, Business Strategy, Strategy, Financial Analysis, Financial Strategy, Financial Statements

Education
Harvard Business School
General Management, Finance

Indian Institute of Technology
Bachelor of Technology, Engineering

The Hong Kong University of Science and Technology

Rob Speer Rob Speer Greater Boston Area Details
Rob Speer's Investment Management Experience December 2012 - Present
Job Principal
Industry Financial Services
Experience
Investment Management   December 2012 - Present
C2FO  October 2011 - December 2012
Genworth Financial  January 2006 - October 2011
CitiStreet  February 2003 - January 2006
Emplanet Retirement Services   May 2000 - December 2002

Skills
Business Development, Series 63, Leadership, Mutual Funds, Financial Services, Retirement, Sales, Portfolio Management, Fixed Annuities, Asset Management, Series 7, Sales Management, Defined Contribution, Strategic Planning

Education
University of Massachusetts, Amherst
BA, Economics

Kristina Hogan Kristina Hogan Greater New York City Area Details
Kristina Hogan's Investment Management Experience October 2014 - Present
Job Operations at EPC
Industry Financial Services
Experience
Investment Management   October 2014 - Present
Euro Pacific Capital  December 2009 - July 2014
Amiee Lynn  July 2008 - December 2009
JPMorgan Chase  October 2007 - July 2008

Skills
Bloomberg, Series 6, Series 63, Infusionsoft, CRM, Microsoft Office, Microsoft Excel, Adobe Acrobat, Photoshop, Photography, Illustrator, Marketing, PowerPoint, Analysis, Customer Service, Finance

Education
Fairfield University
Bachelor's degree

Edward Stolbof Edward Stolbof Phoenix, Arizona Area Details
Edward Stolbof's Investment Management Experience August 2011 - Present
Job Angel Investor
Industry Financial Services
Experience
Investment Management   August 2011 - Present
Discover Financial Services  January 2008 - July 2011
Discover Financial Services  August 2000 - December 2007
Discover Financial Services  June 1999 - July 2000
Bank of America  November 1997 - October 1998
Bank of America  March 1996 - October 1997
American Express  1991 - 1992

Skills
Customer Acquisition, Customer Retention, Direct Marketing, Strategy Definition, Value Proposition..., Product Development and..., P&L Management, Branding and..., Customer Experience..., Pricing, Predictive Analytics, Analytics, Strategy, Leadership

Education
Columbia University - Columbia Business School   1986 — 1988
Master of Business Administration (MBA), Marketing and Finance

University of Rochester   1979 — 1983
Bachelor of Arts (BA), Economics

Tom Mulligan, CFA Tom Mulligan, CFA San Diego, California Details
Tom Mulligan, CFA's Investment Management Experience April 2013 - February 2014
Job Director, Product Management and RFP at Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners  November 2014 - Present
Brandes Investment Partners  February 2014 - November 2014
Investment Management   April 2013 - February 2014
Allianz Global Investors  January 2008 - April 2013
Raymond James Asset Management Services   April 2007 - January 2008
Eagle Asset Management  May 2003 - April 2007
Eagle Asset Management  March 2000 - June 2003
Eagle Asset Management  June 1998 - March 2000
Raymond James Financial Inc.  June 1997 - August 1997
Prudential Securities  May 1994 - August 1996

Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Marketing, Leadership, Asset Allocation, Investment Management, Management, Analysis, Series 7, Equities, Financial Services, CRM, Asset Managment, Fixed Income, Relationship Management, Series 63, Series 65

Education
University of Florida - Warrington College Of Business   1996 — 1998
MBA, Security Analysis, Finance

University of Florida   1987 — 1991
BSBA, Finance

Archbishop Curley-Notre Dame   1983 — 1987

Rachel Melton Rachel Melton Greater Denver Area Details
Rachel Melton's Investment Management Experience February 2015 - Present
Job Compliance Professional
Industry Financial Services
Experience
Investment Management   February 2015 - Present
Voya Investment Management  December 2013 - February 2015
ING Funds  July 2012 - December 2013
ING Funds  June 2010 - July 2012

Skills
Series 7, Series 63, Mutual Funds, FINRA, Asset Management, Securities, Financial Services, Investment Management, Bloomberg, Due Diligence, Finance, Financial Analysis

Education
Arizona State University   2006 — 2010
Bachelors, Business, Communications

Terri Gonzales Terri Gonzales Provo, Utah Area Details
Terri Gonzales's Investment Management Experience March 2014 - Present
Job Independent Day/Swing Trader (Equities)
Industry Investment Management
Experience
Investment Management   March 2014 - Present
State of New Mexico  May 2013 - March 2014
State of New Mexico  April 2009 - July 2012
State of New Mexico  July 2007 - April 2009
State of New Mexico  March 2005 - April 2007
State of New Mexico  March 2005 - April 2007
Tucson Unified School District  2001 - 2003

Skills
PeopleSoft, Project Management, Network Administration, Human Resources, Vendor Management, Financials, VMware, Red Hat Linux, JBoss EAP, Jaspersoft, Networking, System Administration, Management, Training

Education
University of Texas   1997 — 2000
Business Administration, Computer Information Systems

University of Phoenix
Bachelor of Science (BS), Information Technology

Duncan Tonkinson Duncan Tonkinson Jacksonville, Florida Area Details
Duncan Tonkinson's Investment Management Experience November 2009 - July 2010
Job Admissions Services Manager at Brooks Rehabilitation
Industry Hospital & Health Care
Experience
Brooks Rehabilitation  April 2014 - Present
Brooks Rehabilitation  July 2013 - April 2014
Brooks Rehabilitation  July 2010 - July 2013
Investment Management   November 2009 - July 2010
Merrill Lynch  April 2007 - November 2009

Skills
Financial Analysis, Series 7, Insurance, Retirement Planning, Strategic Financial..., Sales, Wealth Management, Investments, Strategic Planning, Financial Modeling, Marketing, Portfolio Management, Microsoft Excel, Customer Service, Asset Allocation, Budgets, Leadership, Business Development, Forecasting, Financial Planning

Education
Florida State University   2003 — 2007
B.S., Applied Economics & Finance

Daniel Lesk Daniel Lesk New York, New York Details
Daniel Lesk's Investment Management Experience June 2010 - August 2010
Job Associate at Apax Partners
Industry Financial Services
Experience
Apax Partners  July 2014 - Present
Morgan Stanley  June 2012 - July 2014
Morgan Stanley  June 2011 - July 2012
Investment Management   June 2010 - August 2010

Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Corporate Finance, Financial Analysis, Investments, Due Diligence, Mergers & Acquisitions, Investment Management

Education
University of Pennsylvania   2008 — 2012
Bachelor of Science (B.S.), Finance, General

University of Pennsylvania - The Wharton School   2008 — 2012
BS, Finance

Dawson College

ROYAL WEST

Chris Langley Chris Langley Lancaster, South Carolina Details
Chris Langley's Investment Management Experience November 1997 - December 1998
Job Quality Engineer at Jacobsen, A Textron Company
Industry Mechanical or Industrial Engineering
Experience
Jacobsen, A Textron Company  May 2013 - Present
Jacobsen, A Textron Company  March 2010 - May 2012
Jacobsen, A Textron Company  June 2001 - March 2010
Investment Management   November 1997 - December 1998
United States Air Force  August 1992 - October 1997

Skills
Manufacturing, Root Cause Analysis, Engineering, Design for Manufacturing, Testing, Lean Manufacturing, Manufacturing..., Continuous Improvement, FMEA, DMAIC, Welding, Systems Engineering, GD&T, SPC, Solidworks, Precision Tooling, Machining, Machine Vision, American Welding..., Computer Graphics, AutoCAD Mechanical, Fluid Mechanics, Microsoft Office, Process Improvement, Process Engineering, CMM, Faro Arm, Metal Fabrication, Commodity, Kaizen, Value Stream Mapping, AutoCAD, Graphic Design, Cross-functional Team...

Education
University of South Carolina-Columbia   2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Mechanical and Graphical Engineering

Winthrop University   1996 — 2000
BA, Business/International Economics

Jonathan Kendrick Jonathan Kendrick Greater New Orleans Area Details
Jonathan Kendrick's Investment Management Experience August 2005 - July 2006
Job Accounting and Finance Director at Worthmore Capital
Industry Real Estate
Experience
Principal South Properties, LLC   September 2013 - Present
Worthmore Capital   March 2013 - Present
Jefferson Parish  March 2011 - Present
The Shaw Group  July 2006 - February 2007
Internal Financial Reporting   July 2006 - February 2007
Investment Management   August 2005 - July 2006
PricewaterhouseCoopers, LLP  January 2005 - July 2006
Capital Markets  January 2005 - July 2005
Massengale Investments   August 2003 - October 2004

Education
Tulane University   1999 — 2003
Bachelor of Science, Management; Accounting and Marketing

Daniel Salkov Daniel Salkov Baltimore, Maryland Area Details
Daniel Salkov's Investment Management Experience June 2008 - Present
Job Portfolio Manager for Investment Management
Industry Financial Services
Experience
Investment Management   June 2008 - Present
Blue Point Investment Management, LLC  February 2009 - August 2009
CompDoctor   December 2006 - November 2007

Education
Towson University   2007 — 2009
Business Administration, Finance

Ronnie Weissbrod Ronnie Weissbrod Greater Los Angeles Area Details
Ronnie Weissbrod's Investment Management Experience January 2009 - January 2010
Job Senior Associate at Milken Institute
Industry Investment Management
Experience
Milken Institute  January 2015 - Present
Milken Institute  January 2013 - January 2015
Milken Institute  March 2012 - January 2013
Avnet Technology Solutions  2011 - 2012
Not Impossible Foundation   2010 - 2012
Apple  2010 - 2011
Investment Management   January 2009 - January 2010
ActionLink  2004 - 2009
Magnolia Audio Video  2003 - 2009

Skills
Marketing Strategy, Valuation, Bloomberg Terminal, Capital Markets

Education
University of California, Los Angeles   2007 — 2010
Business Economics

N/A

Janelle Sapantay Janelle Sapantay San Francisco Bay Area Details
Janelle Sapantay's Investment Management Experience June 2006 - Present
Job Real Estate Project Coordinator at Investment Management
Industry Real Estate
Experience
Investment Management   June 2006 - Present
Ritchie Commercial  June 2005 - June 2006
Bank Of America  March 1998 - June 2006
Equity Office Properties  August 2000 - June 2005

Education
University of Phoenix   2004 — 2007
Marketing

Shaun Skeris, CFA Shaun Skeris, CFA Orange County, California Area Details
Shaun Skeris, CFA's Investment Management Experience April 2010 - October 2012
Job SVP, City National Bank
Industry Financial Services
Experience
UCI Center for Investment & Wealth Management   September 2015 - Present
City National Bank  June 2015 - Present
Arthritis National Research Foundation   July 2009 - Present
Consulting Services  October 2012 - March 2015
CASA  July 2012 - May 2013
Investment Management   April 2010 - October 2012
Morgan Stanley  May 2009 - March 2010
Credit Suisse  May 2001 - February 2009
PIMCO  August 2000 - May 2001

Education
University of Florida - Warrington College of Business Administration   1999 — 2000
M.A., International Business

Alex Rafalovich Alex Rafalovich Greater New York City Area Details
Alex Rafalovich's Investment Management Experience October 2014 - Present
Job Data Manager at Investment Management
Industry Financial Services
Experience
Investment Management   October 2014 - Present

Skills
Software Development, Network Security, Unix Shell Scripting, Applied Mathematics, Multithreading, .NET, Oracle, Visual Basic, Design Patterns, Portfolio Management, HTML, Microsoft SQL Server, Quantitative Finance, Trading Systems, Risk Management, XML, Perl, Project Management, SQL, Database Administration, C#, Linux, Investments, Unix, Disaster Recovery, Actuarial Science, C++, Trading, Asset Managment, Accounting System, Operating Systems, Solaris, Object Oriented Design, Python, Web Services, Software Design, Asset Management, Shell Scripting

Education
Donetsk Institute of Physics and Technology of Ukrainian Academy of Sciences   1989 — 1992
A.B.D., Theoretical Physics

Donec'kij Nacional'nij Tehnicnij Universitet

Luke Tashie Luke Tashie New York, New York Details
Luke Tashie's Investment Management Experience September 2013 - December 2014
Job Investment Analyst, generalist with a TMT focus
Industry Investment Management
Experience
Amici Capital   July 2015 - Present
Investment Management   September 2013 - December 2014
Capstone Equity Partners / Yoforia   May 2010 - June 2013
POS Nation  March 2009 - May 2010
Farallon Capital Management / Noonday Asset Management   April 2005 - March 2009
Wachovia Securities, Healthcare Investment Banking   December 2003 - March 2005
State Street Global Markets  May 2003 - December 2003

Skills
Financial Modeling, Investments, Mergers & Acquisitions, Finance, Equities, Valuation, Investment Banking, Portfolio Management, Financial Analysis, Due Diligence, Private Equity, Entrepreneurship, Management, Corporate Finance, Investment Management, Hedge Funds, Capital Markets, Strategy, Asset Management

Education
Columbia Business School   2013 — 2015
Master of Business Administration (MBA), Value Investing

Boston College - Wallace E. Carroll Graduate School of Management   2003 — 2003
MSF, Finance

University of Alabama   1999 — 2002
Bachelor's degree, Accounting

Kenneth Blattenbauer Kenneth Blattenbauer Greater San Diego Area Details
Kenneth Blattenbauer's Investment Management Experience July 2012 - December 2013
Job Kingstone Capital Partners
Industry Investment Management
Experience
Kingstone Capital Partners   January 2014 - Present
San Dieguito Boys and Girls Club SpringBoard   June 2009 - Present
Miracle League of San Diego   2009 - Present
Investment Management   July 2012 - December 2013
Morgan Stanley Smith Barney  June 2007 - July 2012
North Fork Bank/GreenPoint Mortgage   July 2005 - May 2007
Advantage Bank/Sun National   January 2003 - July 2005

Skills
Portfolio Management, Investment Strategies, Alternative Investments, Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Manager Selection, Retirement Planning, Investment Management, High Net Worth..., Equities, Asset Allocation, Investment Advisory, Investments, Asset Management, Mutual Funds, Wealth Management, Strategic Financial..., Financial Advisory, Securities, Hedge Funds, Series 7, Mergers & Acquisitions, Wealth Management..., Business Development, Series 63, Fixed Income, Finance, Retirement, Estate Planning

Education
North Dakota State University   1997 — 2001
Bachelor of Science (B.S.), Political Science and Government

Bruce Klein Bruce Klein Greater Chicago Area Details
Bruce Klein's Investment Management Experience November 2004 - Present
Job Portfolio Manager and Principal at Geneva Investment Management of Chicago
Industry Investment Management
Experience
Investment Management   November 2004 - Present
Raymond James  November 1999 - November 2004

Skills
Fixed Income, Portfolio Management, Asset Allocation, Investment Management, Investment Strategies, Equities, Hedge Funds, Asset Managment, Series 7, Investment Advisory, Equity Research, Bloomberg, Investments, Mutual Funds, Securities, Wealth Management, Series 63, Capital Markets, Alternative Investments, Asset Management, Equity Valuation

Education
The University of Chicago - Booth School of Business   1984 — 1986
Master of Business Administration (MBA)

Rutgers University-New Brunswick   1978 — 1979
BA, Economics

Alexis Gardner, CPA Alexis Gardner, CPA Newtown Square, Pennsylvania Details
Alexis Gardner, CPA's Investment Management Experience November 2007 - Present
Job Principal Accountant
Industry Accounting
Experience
Investment Management   November 2007 - Present
Herbein + Company, Inc.   2004 - November 2007

Skills
Auditing, Investment Management, Financial Analysis

Education
Shippensburg University of Pennsylvania   2000 — 2004
BSBA, Accounting

Holly Snyder Holly Snyder Greater New York City Area Details
Holly Snyder's Investment Management Experience May 2015 - Present
Job Investment Management
Industry Financial Services
Experience
Investment Management   May 2015 - Present
The Wharton School  July 2013 - May 2015
Luxor Capital   December 2013 - January 2015
Aquiline Capital Partners  November 2010 - May 2013
Barclays Capital  July 2009 - November 2010
Lehman Brothers Holdings Inc.  2008 - 2008
The First Tee of New York   June 2007 - August 2007
Weifang City Orphanage   June 2006 - August 2006

Education
University of Pennsylvania - The Wharton School   2013 — 2015
Master of Business Administration (MBA), Management, Palmer Scholar (Top 5%)

Brown University   2005 — 2009
Bachelor of Arts, International Relations - Political Economy and Development

Mark Flather Mark Flather Greater San Diego Area Details
Mark Flather's Investment Management Experience April 2004 - December 2009
Job Director, Investor Relations & Corporate Communications at Adamis Pharmaceuticals Corporation
Industry Investment Management
Experience
Adamis Pharmaceuticals Corporation   July 2013 - Present
MZ Group  December 2009 - July 2012
Investment Management   April 2004 - December 2009
Hermes Advisors   June 1996 - April 2004
Alex. Brown & Sons   July 1995 - May 1996

Skills
Hedge Funds, Investor Relations, Real Estate, Equity Capital Markets, Equity Trading, Operations Management, Equity Research, Investments, Emerging Markets, Private Equity, Capital Markets

Education
University of California, Santa Barbara
BA, Psychology

Ryan Dinsmore Ryan Dinsmore Greater New York City Area Details
Ryan Dinsmore's Investment Management Experience March 2013 - Present
Job Investment Management
Industry Financial Services
Experience
Investment Management   March 2013 - Present
Deutsche Bank Securities  July 2007 - March 2013

Education
Georgetown University - The McDonough School of Business   2003 — 2007
BS, Finance; International Business

Delbarton School   2000 — 2003

Scott Englehart Scott Englehart Columbus, Ohio Area Details
Scott Englehart's Investment Management Experience October 2013 - November 2013
Job Relationship Executive at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  December 2013 - Present
Investment Management   October 2013 - November 2013
Beacon Hill Fund Services   February 2008 - October 2012
Nationwide Financial  2005 - 2007
Integrated Fund Services, Inc.   2000 - 2005
Nationwide Advisory Services   1998 - 2000
Winsbury/BISYS   1987 - 1998

Skills
Mutual Funds, Derivatives, Series 7, Fund Administration, Financial Services, Hedge Funds, Asset Management, Investments, Wealth Management, Asset Managment, Securities, Fund Of Funds, Alternative Investments, Strategic Financial..., Equities, Investment Management, Strategy, Banking, Fixed Income

Education
Xavier University   1986 — 1989
MBA, Finance

Capital University   1980 — 1984
BA, Business/History

Navneet PALIWAL Navneet PALIWAL Greater Seattle Area Details
Navneet PALIWAL's Investment Management Experience July 1981 - Present
Job Computer Software Professional
Industry Computer Software
Experience
Investment Management   July 1981 - Present

Skills
C++, C, Software Engineering, Java, Software Development, C#, Embedded Systems, Visual Studio, XML, Eclipse, Perl, Object Oriented Design, Linux, Software Design, Programming, .NET, Python, JavaScript

Education
BITS Pilani   1976 — 1981
Bachelor of Engineering (BEng), Electrical and Electronics Engineering

Beth (Felsen) Levin Beth (Felsen) Levin Greater New York City Area Details
Beth (Felsen) Levin's Investment Management Experience September 2013 - Present
Job Senior Consultant, Investment Consulting, Client Advisor, Development Officer
Industry Investment Management
Experience
Jewish Federation of Greater MetroWest NJ  September 2014 - Present
Investment Management   September 2013 - Present
Aon Hewitt  1992 - 2013
Buck Consultants  1989 - 1992

Skills
Pensions, Investments, Defined Contribution, ERISA, Retirement, 401k, Equities, Risk Management, Pension Funds, Asset Allocation, Valuation, Defined Benefit, Investment Strategies, Investment Management, Retirement Planning, Mutual Funds, Management, 403 b, Investment Policy..., Investment Research, Fiduciary Services, New Business Development, Vendor Management, Investment Portfolio..., Investment Advisory, Registered Investment..., Mergers & Acquisitions, Retirement Plan...

Education
State University of New York at Albany
Bachelor of Science, Mathematics

Michelle Elmore Michelle Elmore Greater Atlanta Area Details
Michelle Elmore's Investment Management Experience August 2006 - Present
Job Administrative Innovator
Industry Investment Management
Experience
Investment Management   August 2006 - Present
AT&T  October 1981 - June 2001

Skills
Administrative..., Outlook, Heavy Calendaring, Calendaring, Concur, Microsoft Excel, Travel Arrangements, Expense Reports, Executive Level...

Education
Atlanta Metropolitan College

Tom Hottleman Tom Hottleman Mansfield, Massachusetts Details
Tom Hottleman's Investment Management Experience June 1985 - Present
Job Investment Professional
Industry Investment Management
Experience
Investment Management   June 1985 - Present
Norwood Public Schools  September 1967 - September 1987

Education
Bridgewater State College   1967 — 1969
Ms, Geology

University of Massachusetts Boston   1963 — 1967
BS Education, Science, Ms Geology

Stan Creek Stan Creek San Francisco, California Details
Stan Creek's Investment Management Experience 2004 - Present
Job Associate at Investment Management
Industry Investment Management
Experience
Investment Management   2004 - Present
Merrill Lynch  2000 - 2004

Skills
Investment Banking, Investments, Investment Advisory, Investment Strategies, Alternative Investments

Education
New York University   1996 — 2000
Bachelor of Business Administration (B.B.A.)