Investment Management Firm

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Investment Management Firm Employees

Employee
Years
Job
Industry
Jennifer Willems Jennifer Willems Beaverton, Oregon Details
Jennifer Willems's Investment Management Firm Experience 2004 - 2006
Job Training Manager at IBM (Seterus, Inc.)
Industry Information Technology and Services
Experience
IBM (Seterus, Inc.)   October 2010 - Present
The Art Institute of Portland  June 2008 - June 2013
M Financial Group - M Holdings Securities, Inc.   June 2006 - October 2009
Investment Management Firm   2004 - 2006
Experience in both the public and private sector   1999 - 2004

Skills
Project Management, Finance, E-Learning, Leadership, Training, Program Management, Instructional Design, Team Leadership, Public Speaking, Customer Service, Vendor Management, Process Improvement, Business Analysis, Management

Education
University of Nevada-Reno
Bachelor of Science, Secondary Education-Biological Science

Toni-Ann Ammaturo Toni-Ann Ammaturo San Francisco Bay Area Details
Toni-Ann Ammaturo's Investment Management Firm Experience April 2007 - May 2008
Job Asset Manager and Transactions at Graham Street Realty
Industry Real Estate
Experience
Graham Street Realty   2012 - 2015
Business Services Company  May 2010 - May 2012
Auto Body Repair Shop   May 2008 - July 2010
Investment Management Firm   April 2007 - May 2008

Skills
Accounting, Financial Analysis, QuickBooks, Account Reconciliation, Microsoft Office, Process Improvement, Start-ups, Analysis, Finance, Customer Service, Accounts Payable, APL, Accounts Receivable, Management, Operations Management, Variance Analysis, Argus Valuation DCF V15, Commercial Property..., Office Leasing, CA State Real Estate...

Education
University of Colorado at Boulder - Leeds School of Business   2002 — 2006
BSBA, Accounting

Stratton Mountain School   1999 — 2002

Nathan Leishman, CFA Nathan Leishman, CFA Boston, Massachusetts Details
Nathan Leishman, CFA's Investment Management Firm Experience January 2010 - Present
Job Equity Analyst Emerging Markets
Industry Investment Management
Experience
Investment Management Firm   January 2010 - Present

Education
Brigham Young University
Bachelor of Science, Management

Jack Sinko Jack Sinko Greater Detroit Area Details
Jack Sinko's Investment Management Firm Experience September 2013 - August 2014
Job Student at Hillsdale College
Industry Public Policy
Experience
Hillsdale College  August 2014 - Present
Bank of America Merrill Lynch  December 2014 - August 2015
Investment Management Firm   September 2013 - August 2014
Life Time Fitness  May 2014 - July 2014
Sanford Rose Associates - Rochester   May 2012 - January 2013
Romney for President  October 2011 - December 2012

Skills
Public Speaking, Leadership, Fundraising, Strategy, Training, Politics, Marketing, Social Media, Finance, Economics, Research, Public Affairs, Trade Finance, Budgets, Grassroots Organizing, Political Campaigns, Event Planning, Speech Writing, Legislative Relations, Recruiting, Community Engagement, Project Planning, Data Analysis, Human Resources, Microsoft Office, Market Research, Public Relations, Public Policy, Marketing Communications

Education
Hillsdale College   2014 — 2018
Bachelor of Arts (B.A.), Politics, Philosophy, & Marketing/Management

Rochester High School   2010 — 2014
Diploma, College Preparatory

Sean Biggs Sean Biggs Greater Atlanta Area Details
Sean Biggs's Investment Management Firm Experience July 2014 - Present
Job Equity Trading Assistant at Investment Management Firm
Industry Investment Management
Experience
Investment Management Firm   July 2014 - Present
Georgia Air National Guard  February 2013 - Present
YieldQuest Securities   August 2013 - June 2014
Alegent+Creighton Health   June 2009 - February 2013
Nebraska Air National Guard  February 2009 - February 2013
United States Air Force  February 2005 - February 2009

Skills
Emergency Management, Security Clearance, Municipal Bonds, Management, Time Management, Force Protection, Cpr Certified

Education
University of Nebraska at Omaha   2009 — 2012
BSBA, Business Finance/Investment Science & Portfolio Management

Community College of the Air Force   2005 — 2008
Associates, Criminal Justice

Yvonne Bates Yvonne Bates Greater New York City Area Details
Yvonne Bates's Investment Management Firm Experience April 2012 - Present
Job Officer at Financial Services Firm
Industry Financial Services
Experience
Investment Management Firm   April 2012 - Present
Temporary Position  September 2011 - December 2011
Amalgamated Bank  June 2008 - April 2010
SunAmerica  September 2005 - June 2008
Delta Air Lines  November 1996 - September 2005

Skills
Zephyr, Lipper, Morningstar, Factset, BIRR Performance..., Investran, Private i, Microsoft Office, Investments, Portfolio Management, Asset Management, Mutual Funds, Analysis, Financial Markets, Private Equity, Accounting, Economics, Securities, Equities, Excel, Alternative Investments, Bloomberg, Wealth Management, Investment Strategies, Customer Relations, Research, Due Diligence, Banking, Word, Microsoft Word, Customer Service, Fixed Income, Asset Allocation

Education
Boston University
B.A, Sociology

Kennesaw State University - Michael J. Coles College of Business
MBA, Finance

Cindi Lombardi Cindi Lombardi Greater Atlanta Area Details
Cindi Lombardi's Investment Management Firm Experience August 2011 - Present
Job Business Service Executive to the Founders
Industry Executive Office
Experience
Investment Management Firm   August 2011 - Present
Investment Management Firm   August 2010 - Present
Futren Corporation  April 2008 - January 2009
Crescent Resources, LLC  April 2002 - October 2007
Six Flags Theme Parks  August 1984 - September 1995

Skills
Strategy, Management, Budgets, Leadership, Marketing, Outlook, PowerPoint, Project Management, Teamwork, Invoicing, Nonprofits, Managed Hosting, Microsoft Office, Office Management, Project Planning, Event Planning, Time Management, Recruiting, Process Improvement, Human Resources, Administrative..., Microsoft Word, Program Management, Public Speaking, QuickBooks, Customer Satisfaction, Microsoft Excel, System Administration, Customer Service, Goal Oriented, Event Management, Team Building, Analysis, Newsletters, Training, Process Scheduler, Executive Management

Education
Harvard Business School   1994 — 1994
Program for Management Development, 68th Session

Rich Central High School

Nathan Hutson CFA Nathan Hutson CFA Dallas/Fort Worth Area Details
Nathan Hutson CFA's Investment Management Firm Experience May 2013 - Present
Job
Industry Financial Services
Experience
Investment Management Firm   May 2013 - Present
Private  August 2010 - May 2013
Fiserv  March 2001 - May 2008
PwC Consulting  December 2000 - March 2001
PwC Consulting  December 1998 - December 2000
PricewaterhouseCoopers - GBPO   April 1998 - December 1998

Skills
Process Improvement, CRM, Banking, Management, Business Development, Financial Services, Payments

Education
Baylor University - Hankamer School of Business   1989 — 1990
MBA, Finance

Baylor University   1981 — 1985
BA, Business

Kristin Steinhardt Kristin Steinhardt Baltimore, Maryland Area Details
Kristin Steinhardt's Investment Management Firm Experience August 2011 - Present
Job Software Engineer at Investment Management Firm
Industry Investment Management
Experience
Investment Management Firm   August 2011 - Present
MESH, Inc.   December 2009 - August 2011
Johns Hopkins University  September 2007 - December 2009

Skills
Plugins, JIRA, Teamwork, C#, VBScript, Code Review, Process Automation, Programming, TeamCity, Visual Studio, Microsoft Excel, Powershell, Software Development

Education
The Johns Hopkins University   2006 — 2010
B.S, Biomedical Engineering

Jason Whitby, MBA, CFA, CFP Jason Whitby, MBA, CFA, CFP Miami/Fort Lauderdale Area Details
Jason Whitby, MBA, CFA, CFP's Investment Management Firm Experience 2008 - Present
Job FA
Industry Financial Services
Experience
Investment Management Firm   2008 - Present
The Lubitz Financial Group   2007 - 2008
Noesis Capital Management   2001 - 2007
KLA-Tencor  1999 - 2001
Applied Materials  1995 - 1999

Skills
Pension Funds, Wealth Management, Investment Advisory, Risk Management, Retirement, Alternative Investments, Financial Analysis, Financial Advisory, Series 7, Estate Planning, Investment Strategies, Insurance, Private Banking, Valuation, Bonds, Life Insurance, Pensions, Asset Management, Equities, Financial Planners, 401k, Fixed Income, Bloomberg, Capital Markets, ETFs, Hedge Funds, Wealth, Relationship Management, IRAs, Mergers & Acquisitions, Options, Financial Modeling, Financial Markets, Private Equity, Wealth Management..., Series 63, Trading, Derivatives, Venture Capital, Financial Risk, Financial Services, Investment Management, Mutual Funds, Securities, Asset Allocation, Strategic Financial..., Finance, Retirement Planning, Portfolio Management, Investments

Education
Santa Clara University - Leavey School of Business   1999 — 2001
MBA, Finance

Purdue University   1991 — 1995
B.S., Chemical Engineering

University of Bradford   1993 — 1994

mt vernon   1988 — 1991

Stasi Cook Stasi Cook Baltimore, Maryland Area Details
Stasi Cook's Investment Management Firm Experience May 2012 - June 2014
Job PPWC Compliance Specialist
Industry Legal Services
Experience
PayPal  August 2014 - Present
Investment Management Firm   May 2012 - June 2014
PayPal  July 2011 - May 2012
7 West Bistro Grille   December 2009 - December 2011

Skills
Financial Services, Hedge Funds, Securities, Alternative Investments, Corporate Law, Equities, Mutual Funds, Payments, Risk Management

Education
University of Maryland Baltimore County   2007 — 2010
BA, American Studies

Community College of Baltimore County   2005 — 2007
N/A, General Studies

Fara Denhart Fara Denhart Kahului, Hawaii Details
Fara Denhart's Investment Management Firm Experience July 2014 - Present
Job Administration for Investment Firm
Industry Financial Services
Experience
Investment Management Firm   July 2014 - Present
Vail Electronics   January 2014 - May 2014
Vail Valley Charitable Fund   January 2013 - February 2014
High Country Kombucha, Inc.   November 2010 - January 2014
SDC Trust   October 1998 - November 2010

Skills
Marketing, Social Media, Management, Office Management, Invoicing, Bookkeeping, Process Scheduler, Spreadsheets, Microsoft Office, Data Entry, Office Administration, Time Management, Event Management, Public Speaking, Outlook, Marketing Communications, Budgets, Microsoft Word

Education
Colorado Mountain Community College   2007 — 2010
Associates Degree, Accounting and Finance

University of Northern Iowa   1989 — 1994
BA, Elementary Education and Teaching

Josh Mancher Josh Mancher Greater Los Angeles Area Details
Josh Mancher's Investment Management Firm Experience June 2014 - Present
Job Investment Analyst at Investment Management Firm
Industry Investment Management
Experience
Investment Management Firm   June 2014 - Present
US Navy Reserve - Civil Engineering Corps   May 2011 - Present
Sikorsky Aircraft  August 2012 - July 2014
Sikorsky Aircraft  June 2010 - August 2012
Sikorsky Aircraft  May 2009 - August 2009
Sikorsky Aircraft  May 2008 - August 2008

Skills
Engineering, Finite Element Analysis, Catia, Process Improvement, Microsoft Office, Project Management, Mechanical Engineering, Aerospace, Stress Analysis, Stocks, Financial Engineering, Analytics, Matlab, Analysis, Management, Testing, Cross-functional Team..., Options, Leadership, Financial Modeling, Program Management

Education
University of Southern California   2011 — 2013
Master of Science (M.S.), Financial Engineering

Purdue University   2006 — 2010
Bachelor of Science (B.S.), Mechanical Engineering

Shanghai Jiao Tong University   2009 — 2009
Study Abroad

Alexander Crable Alexander Crable Greater New York City Area Details
Alexander Crable's Investment Management Firm Experience August 2013 - Present
Job Analyst at Investment Management Firm
Industry Investment Management
Experience
Investment Management Firm   August 2013 - Present
Apax Partners  June 2011 - July 2013
Merrill Lynch  June 2009 - May 2011

Skills
Private Equity, Investment Banking, Valuation, Leveraged Finance, Venture Capital, LBO, M&A experience, Corporate Development, Financial Modeling, Capital Markets, Financial Analysis, Mezzanine, Due Diligence, Corporate Finance, Mergers, Restructuring, Principal Investing, Alternative Investments, Equity Research

Education
Duke University   2005 — 2009
BS, Economics, Mathematics

Lori J. Baker Lori J. Baker Greater Los Angeles Area Details
Lori J. Baker's Investment Management Firm Experience July 1983 - April 2008
Job Board of Directors at The First Tee of Greater Pasadena
Industry Nonprofit Organization Management
Experience
The First Tee of Greater Pasadena   November 2013 - Present
Women's Southern California Golf Association   June 2012 - December 2013
Coyle Hospitality Group  October 2011 - December 2012
Executive Women's Golf Association  December 2010 - December 2012
Investment Management Firm   July 1983 - April 2008
Weight Watchers  April 2000 - April 2005
Los Angeles Unified School District  January 1977 - December 1982
Yamaha Corporation of America  September 1977 - September 1979
Occidental College  September 1975 - June 1977
Temple City Unified School District  September 1974 - June 1975

Skills
Hospitality, Program Management, Social Media, Newsletters, Event Management, Recruiting, Golf, Social Media Marketing, Leadership Development, Public Speaking, Fundraising, Microsoft Office, Non-profits, Nonprofits, Strategic Communications, Blogging, Project Planning, Editing, Resorts, Marketing, Marketing Strategy, Business Strategy, PowerPoint, Administration, Email Marketing, Social Networking, Team Building, Customer Service, Organizational..., Advertising, Strategic Planning, Budgets, Constant Contact, Mystery Shopping, Non-profit..., Financial Markets, Website Management, Piano Performance, Digital Photography, Mentoring, Golf Tournament..., Newsletter Publication, LinkedIn, Compliance, Statistical Data..., Marketing Campaign..., Channel Marketing, Event Planning, Leadership, Management

Education
California State University-Los Angeles   1979 — 1982
Bachelor's Degree

University of La Verne   1977 — 1978

Occidental College   1975 — 1977

Citrus College

Pasadena City College

Sachin Mistry, CFA Sachin Mistry, CFA Greater Los Angeles Area Details
Sachin Mistry, CFA's Investment Management Firm Experience May 2011 - March 2015
Job Biz Tech Consulting, Investment Management
Industry Information Technology and Services
Experience
Oil and Gas Exploration and Production Company   April 2015 - Present
Investment Management Firm   May 2011 - March 2015
Rudra Research Services   October 2009 - April 2011
IBM Global Business Services  June 2008 - September 2009
Oracle Corp - Enterprise Wide Applications Consulting   May 2006 - June 2008
Hitachi Consulting  May 2000 - April 2006
Tata Consultancy Services  July 1997 - April 2000
GE Transportation  1999 - 2000
Mazda Controls Limited   September 1994 - June 1997

Skills
Business Analysis, Management Consulting, IT Strategy, Business Process..., Business Intelligence, Fixed Income, PMP, Hedge Funds, Portfolio Management, Business Process, Analytics, Enterprise Architecture, ERP, Business Development, Solution Architecture, Enterprise Software, Oracle, Oracle E-Business Suite, Business Transformation, Project Management, Private Equity, Equities, Business Strategy, Software Project..., Asset Management, Oracle ERP..., CRM, Investment Strategies, Financial Modeling, Asset Allocation, Entrepreneurship, Due Diligence, Management, Strategy, Trading Systems, Consulting, Risk Management, Mergers & Acquisitions, Leadership, Integration, Requirements Analysis, SDLC, Program Management, Process Improvement, Vendor Management, Requirements Gathering

Education
CFA Institute
Chartered Financial Analyst (CFA), 2013, CFA Institute, Investment Management, Capital Market Analysis, Debt, Equity, Private Equity, Venture Capital

National Institute of Technology Surat   1989 — 1994
BS, Mechanical Engineering

Nicole (Klaas) Hands Nicole (Klaas) Hands Greater Milwaukee Area Details
Nicole (Klaas) Hands's Investment Management Firm Experience January 2012 - Present
Job
Industry Marketing and Advertising
Experience
Investment Management Firm   January 2012 - Present
Alliance for Children and Families  May 2007 - January 2012
Alliance for Children and Families  September 2008 - March 2011
Alliance for Children and Families  February 2008 - September 2008
Alliance for Children and Families  May 2007 - September 2008
Metroland Alternative Newsweekly  August 2006 - June 2007
Southern Albany County Ledger   May 2006 - August 2006
Ripon Commonwealth Press   January 2006 - May 2006
Ripon College  May 2005 - May 2006
Georgetowner/Downtowner   January 2005 - May 2005

Skills
Writing, Editing, Copy Editing, Web Content Management, Web Content, Content Writing, Content Strategy, Social Media, Social Networking, Project Management, Non-profit..., Non-profit Marketing, Series 63, Series 6, Non-profits, Journalism, Brochures, Nonprofits, Marketing, Publications, Magazines, Editorial, Feature Articles, Social Media Marketing, Community Leadership, Web Design, Web Analytics, Google Analytics, Email Marketing, Email Strategy, Publishing, Creative Writing

Education
Ripon College   2003 — 2006
B.A., Politics and Government

American University   2005 — 2005
n/a, Washington Journalism Semester

Mesquite High School   2000 — 2003
High School Diploma, General

Derek Mills Derek Mills Greater New York City Area Details
Derek Mills's Investment Management Firm Experience 2008 - Present
Job Investment Management Firm
Industry Investment Management
Experience
Investment Management Firm   2008 - Present
Goldman Sachs  2006 - 2008

Skills
Equities, Financial Modeling, Financial Analysis, Private Equity, Due Diligence, Valuation, Hedge Funds, Investments, Portfolio Management, Alternative Investments, Capital Markets, Fixed Income, Asset Management, Corporate Finance

Education
Columbia Business School   2012 — 2014
Master of Business Administration (MBA)

Georgetown University   2002 — 2006
A.B., Psychology/Theology

Nickie Blakley Nickie Blakley Orlando, Florida Details
Nickie Blakley's Investment Management Firm Experience July 2007 - Present
Job Equity Analyst
Industry Investment Management
Experience
Investment Management Firm   July 2007 - Present
U.S. Trust   May 2005 - July 2007

Education
University of South Florida   2003 — 2005
MBA, Finance, International Business, & Management

Louisiana State University   1997 — 2003
B.S., Finance

Phillip Hooks, CFA Phillip Hooks, CFA Orlando, Florida Area Details
Phillip Hooks, CFA's Investment Management Firm Experience October 2009 - Present
Job Vice President Tax Exempt Research
Industry Investment Banking
Experience
Investment Management Firm   October 2009 - Present
Evergreen Investments  March 2005 - October 2009
Wachovia, A Wells Fargo Company  June 2003 - March 2005

Skills
Portfolio Management, Fixed Income, Financial Analysis, Financial Risk, Hedge Funds, Bonds, Internal Audit, Credit, Mutual Funds, Bloomberg, Financial Modeling, Economics, Research, Internal Controls, Capital Markets, Asset Management, Valuation, Credit Analysis, Risk, Investments, Wealth Management, Securities, Credit Risk, Excel, Analysis, Municipal, Problem Solving, Critical Thinking, Independent Thinking, Skilled Multi-tasker, Humorist, Social Justice, Cocktails, Human Performance, Art History, Archaeology, Lipid Metabolism, Metabolic Syndrome, Wine, Wine Tasting, Presentations, Cooking, BBQ, People Skills, Ancient History, Paleontology, Android, Mobile Technology

Education
University of Florida   1999 — 2003
BS, Finance

University of Florida - Warrington College Of Business   1999 — 2003
BS, Finance

Frank Lee, CFA Frank Lee, CFA Greater Los Angeles Area Details
Frank Lee, CFA's Investment Management Firm Experience November 2004 - Present
Job Portfolio Manager
Industry Investment Management
Experience
Investment Management Firm   November 2004 - Present
Frommer Investment Partners   February 2003 - August 2004
Spear, Leeds & Kellogg   December 1999 - September 2002
Prudential Securities  February 1998 - September 1999

Education
University of Pennsylvania - The Wharton School   1994 — 1997

Gary DeCoteau Gary DeCoteau Baltimore, Maryland Area Details
Gary DeCoteau's Investment Management Firm Experience April 2015 - Present
Job Senior Software Engineer
Industry Financial Services
Experience
Investment Management Firm   April 2015 - Present
Ascend One  June 2014 - March 2015
Morgan Stanley  2009 - June 2014
Sourcefire  2007 - 2009
The Cornerstone Professional Group   2004 - 2007
Impact Innovation  2002 - 2003
Sequoia Software  1999 - 2002

Skills
C#, SQL, JavaScript, ASP.NET, WCF, Web Services, Software Development, Requirements Analysis, Object Oriented Design, Web Application Design, Microsoft SQL Server, Concurrent Programming, NUnit, ReSharper, Win32 API, Infragistics

Education
University of Maryland University College
Information Systems Management

University of Pennsylvania
Chemical Engineering

Regan O'Neill Regan O'Neill Greater New York City Area Details
Regan O'Neill's Investment Management Firm Experience March 2010 - Present
Job Attorney
Industry Law Practice
Experience
Investment Management Firm   March 2010 - Present
DLA Piper  June 2009 - July 2009
Ospraie Management  April 2005 - July 2008
Investment Management Firm   May 2003 - April 2005

Education
Yale University   1999 — 2003
B.A., Political Science

New York Law School   2006 — 2009
J.D., Law

Amanda Hahn Amanda Hahn Greater Boston Area Details
Amanda Hahn's Investment Management Firm Experience August 2010 - Present
Job Human Resources
Industry Human Resources
Experience
Investment Management Firm   August 2010 - Present
Natixis Global Associates  August 2008 - May 2009
Gourmet Caterers  November 2007 - July 2008
Aramark  August 2000 - October 2007

Skills
Onboarding, Recruiting, Employee Benefits, Human Resources, Leadership, Employee Relations, Training, Interviews

Education
Pennsylvania State University   1996 — 2000

Sean Bradshaw Sean Bradshaw Greater Los Angeles Area Details
Sean Bradshaw's Investment Management Firm Experience 2005 - Present
Job Graphics at an investment management firm
Industry Graphic Design
Experience
Investment Management Firm   2005 - Present
OBEDIA   March 2008 - May 2008
Pulse Advertising  2002 - 2004
ABD/Ambrosi   1996 - 1999

Skills
Illustration, Adobe Creative Suite, Maya, Illustrator, Photoshop, Graphic Design, Animation, Flash, InDesign, Graphics, Mac, Art Direction, Film, Image Manipulation, After Effects, Creative Direction, Typography

Education
AnimationMentor   2009 — 2010
Character Animation

The American Animation Institute   2001 — 2009
Traditional Animation Basics, Storyboarding

ArtCenter College of Design   2008 — 2008

The School of the Art Institute of Chicago   1993 — 1993

Murray State University   1987 — 1991
Bachelor of Science, Graphic Design

Tomoko DuPaul Tomoko DuPaul Greater Boston Area Details
Tomoko DuPaul's Investment Management Firm Experience March 2008 - Present
Job Senior Operations Associate
Industry Investment Management
Experience
Investment Management Firm   March 2008 - Present

Skills
Series 7, Mutual Funds, Securities, Asset Management

Education
Suffolk University
Bachelor of Science (BS)

Lisa Pawlowski, CFE Lisa Pawlowski, CFE Baltimore, Maryland Area Details
Lisa Pawlowski, CFE's Investment Management Firm Experience August 2012 - Present
Job Senior Auditor and Due Diligence Coordinator at Investment Management Firm
Industry Investment Management
Experience
Investment Management Firm   August 2012 - Present
Investment Management Firm   May 2007 - Present
State of Maryland - Office of Legislative Audits   January 2005 - April 2007
State of Maryland - Office of Legislative Audits   November 2001 - January 2005

Skills
Internal Audit, SAS70, Certified Fraud Examiner, Auditing, Internal Controls, Sarbanes-Oxley, Risk Assessment, Sarbanes-Oxley Act, Trading, Finance, Accounting, Financial Audits, External Audit, SEC filings, Due Diligence

Education
Towson University   1997 — 2000
Bachelor of Science, Accounting

Fowler Storms Fowler Storms New York, New York Details
Fowler Storms's Investment Management Firm Experience September 2015 - Present
Job Research Analyst at NYBased Investment Management Firm
Industry Financial Services
Experience
Investment Management Firm   September 2015 - Present
Nationwide Research / Chapter 11 Library   October 2007 - August 2015
Dolphin Seafaris   October 2005 - April 2007

Skills
Bankruptcy, Legal Assistance, Legal Research, Intellectual Property, Legal Writing, Research, Litigation Support

Education
Boston College   2001 — 2005

Xavier

Shelby MacDoniels, CFA, CPA Shelby MacDoniels, CFA, CPA Saint Louis, Missouri Details
Shelby MacDoniels, CFA, CPA's Investment Management Firm Experience June 2012 - Present
Job Credit Research Analyst, Fixed Income
Industry Investment Management
Experience
Investment Management Firm   June 2012 - Present
Investment Management Firm   July 2010 - May 2012
Deloitte  September 2008 - July 2010
Anheuser-Busch  March 2007 - June 2008

Skills
Accounting, Analysis, Auditing, Budgets, Business Analysis, Finance, Internal Controls, Management, Risk Management, Strategy

Education
Saint Louis University   2004 — 2008
BSBA, Finance & Accounting

Jared Montagna Jared Montagna Short Hills, New Jersey Details
Jared Montagna's Investment Management Firm Experience February 2013 - Present
Job Investment Management Firm
Industry Financial Services
Experience
Investment Management Firm   February 2013 - Present
Rothstein Kass  October 2008 - February 2013

Skills
Auditing, Microsoft Excel, Microsoft Office, US GAAP, Management, GAAP, Financial Accounting, Microsoft Word, Internal Controls

Education
Lehigh University   2004 — 2008
B.A., Accounting

Mike Roney, CIMA®, CIMC® Mike Roney, CIMA®, CIMC® Greater Los Angeles Area Details
Mike Roney, CIMA®, CIMC®'s Investment Management Firm Experience June 2007 - Present
Job Senior Portfolio Analyst
Industry Investment Management
Experience
Investment Management Firm   June 2007 - Present
Financial Information Network  August 2006 - June 2007
FFR Advisory, LLC   March 2006 - August 2006
Engemann Asset Management  July 1998 - March 2006

Skills
Asset Management, Alternative Investments, Portfolio Optimization, Financial Analysis, Fixed Income, Investments, Portfolio Management, Derivatives, Microsoft Excel, Investment Strategies, Bonds, Investment Advisory, Wealth Management, Options, Analysis, ETFs, Mutual Funds, Trading, Securities, Asset Allocation, Equity Research, Equities, Hedge Funds, Strategic Financial..., Valuation, Fund Of Funds, Financial Markets, Risk Management, Investment Management, Due Diligence, Bloomberg Terminal, Bloomberg, Corporate Finance, Series 7, Equity Valuation, Finance, Financial Services, Capital Markets, Series 63, Investment Banking, Financial Modeling, Business Valuation, Private Equity, Relationship Management, Institutional..., Hedging, High Yield, Equity Trading, Financial Planning

Education
San Diego State University-California State University
BS, Business Administration

Pasadena City College   1992 — 1995
AS, Business

Pasadena City College   1992 — 1995
AA, Business

Susan Doherty Susan Doherty San Francisco Bay Area Details
Susan Doherty's Investment Management Firm Experience October 2010 - Present
Job Investment Management
Industry Investment Management
Experience
Investment Management Firm   October 2010 - Present
Intuit  October 2000 - January 2004
Digital Impact  1999 - 2000
CM Capital   1995 - 1997

Skills
Start-ups, Strategic Partnerships, Product Management, Cross-functional Team..., SaaS

Education
Stanford University   1992 — 1995
MS, Biological Sciences

Stanford University Graduate School of Business   1992 — 1995
MBA

Harvard University   1983 — 1987
BA, Psychology, Biology

Rolanda Collins Rolanda Collins Greater Atlanta Area Details
Rolanda Collins's Investment Management Firm Experience June 2007 - March 2014
Job Executive Administrative Assistant
Industry Executive Office
Experience
AnchorBank  April 2014 - July 2014
Investment Management Firm   June 2007 - March 2014
Aerotek  March 2007 - June 2007
Gray and Associates LLP   March 2001 - November 2005

Skills
Customer Service, Excel, Microsoft Office, Word, Outlook, Teamwork, Team Leadership, Problem Solving, Training & Development, PowerPoint, Microsoft Word, Social Media, Microsoft Excel, Training, Hands-on Training, Group Training, Bankruptcy, Receptionist Duties, Administrative..., Back Office, Foreclosures, Mortgage Servicing, Employee Training, Leadership, Investment Advisory, Asset Management

Education
Cardinal Stritch University   2010 — 2013
Associate of Science (A.S.), Accounting and Business/Management

Milwaukee Area Technical College   2001 — 2003
Certificate, Real Estate

Washington high school   1988 — 1992
Dipolma, Basic Skills and Developmental/Remedial Education

Robin Udany Robin Udany Los Angeles, California Details
Robin Udany's Investment Management Firm Experience September 2012 - Present
Job Vice President/Senior Derivatives Trader
Industry Investment Management
Experience
Investment Management Firm   September 2012 - Present
Empyrean Capital Partners  February 2007 - March 2012
Vantis Capital   2004 - 2006
Avera Global Partners   2001 - 2003

Skills
Hedge Funds, Global Macro, Trading, Proprietary Trading, Alternative Investments

Education
University of Illinois at Urbana-Champaign   1983 — 1987
Bachelor of Science (B.S.)-Magna Cum Laude, Finance-Investments