Investment Management Group
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Investment Management Group Employees
Employee
Years
Job
Industry
Dillon Lounsbury Dillon Lounsbury's Investment Management Group Experience April 2013 - June 2014
Job Investment Analyst at GE Capital
Industry Financial Services
Experience
GE Capital July 2014 - Present
Investment Management Group April 2013 - June 2014
J.P. Morgan June 2013 - August 2013
Bowery Investment Management, LLC April 2012 - April 2013
Investment Management Group September 2011 - March 2013
SD & A Teleservices September 2011 - April 2012
Cape Securities August 2011 - December 2011
Bob Lounsbury's Sporting Goods January 2005 - December 2010
Skills
Sales, Negotiation, Teamwork, Analysis, Due Diligence, Analytical Skills, Team Leadership, CRM, Entrepreneurship, Business Development, Financial Analysis, Fundamental Analysis, Building Relationships, Communication Skills, Project Management, Multi Tasking, Pitch Development, Microsoft Excel, Mentoring, Credit, Asset Based Lending
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration (BBA), Entrepreneurship, Graduated in June 2014
SUNY Orange 2005 — 2010
Associate in Applied Science, Business Management
Pine Bush High School 2001 — 2005
Regents Diploma, General Studies
GE Capital July 2014 - Present
Investment Management Group April 2013 - June 2014
J.P. Morgan June 2013 - August 2013
Bowery Investment Management, LLC April 2012 - April 2013
Investment Management Group September 2011 - March 2013
SD & A Teleservices September 2011 - April 2012
Cape Securities August 2011 - December 2011
Bob Lounsbury's Sporting Goods January 2005 - December 2010
Skills
Sales, Negotiation, Teamwork, Analysis, Due Diligence, Analytical Skills, Team Leadership, CRM, Entrepreneurship, Business Development, Financial Analysis, Fundamental Analysis, Building Relationships, Communication Skills, Project Management, Multi Tasking, Pitch Development, Microsoft Excel, Mentoring, Credit, Asset Based Lending
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration (BBA), Entrepreneurship, Graduated in June 2014
SUNY Orange 2005 — 2010
Associate in Applied Science, Business Management
Pine Bush High School 2001 — 2005
Regents Diploma, General Studies
Amir Houriani Amir Houriani's Investment Management Group Experience January 2012 - Present
Job Business Analyst at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting February 2014 - Present
Seeking Alpha April 2012 - Present
Investment Management Group January 2012 - Present
Myself August 2011 - Present
American Gunite Construction March 2011 - August 2011
Skills
Investments, Financial Analysis, Portfolio Management, Equity Research, Stocks, Real Estate, Equities, Finance, Economic Research, Real Estate Development, Logical Thinker, Conscientious, Valuation, Stock Market Analysis, Perseverance, Motivation, Sharp Focus, Negotiation, Management Consulting, Business Strategy, Shareholder Value, Value Creation
Education
Lehigh University 2011 — 2014
Bachelor of Science (BS), Finance, Graduate
Santa Monica College 2009 — 2011
Associate's degree, Business
Deloitte Consulting February 2014 - Present
Seeking Alpha April 2012 - Present
Investment Management Group January 2012 - Present
Myself August 2011 - Present
American Gunite Construction March 2011 - August 2011
Skills
Investments, Financial Analysis, Portfolio Management, Equity Research, Stocks, Real Estate, Equities, Finance, Economic Research, Real Estate Development, Logical Thinker, Conscientious, Valuation, Stock Market Analysis, Perseverance, Motivation, Sharp Focus, Negotiation, Management Consulting, Business Strategy, Shareholder Value, Value Creation
Education
Lehigh University 2011 — 2014
Bachelor of Science (BS), Finance, Graduate
Santa Monica College 2009 — 2011
Associate's degree, Business
Aashumi Mody Aashumi Mody's Investment Management Group Experience January 2012 - October 2014
Job Credit Risk Analyst
Industry Financial Services
Experience
Bank of America July 2015 - Present
GroupArgent February 2013 - January 2015
Investment Management Group January 2012 - October 2014
Bank of America June 2014 - August 2014
Goldman Sachs 10,000 Small Businesses June 2012 - August 2012
Dr. Jafri Cardiologist and Internal Medicine October 2011 - June 2012
Steve Madden June 2010 - August 2010
Education
Macaulay Honors College 2011 — 2015
Baruch College 2011 — 2015
Herricks High School 2007 — 2011
Bank of America July 2015 - Present
GroupArgent February 2013 - January 2015
Investment Management Group January 2012 - October 2014
Bank of America June 2014 - August 2014
Goldman Sachs 10,000 Small Businesses June 2012 - August 2012
Dr. Jafri Cardiologist and Internal Medicine October 2011 - June 2012
Steve Madden June 2010 - August 2010
Education
Macaulay Honors College 2011 — 2015
Baruch College 2011 — 2015
Herricks High School 2007 — 2011
William Stumpf William Stumpf's Investment Management Group Experience September 2012 - June 2014
Job Research Analyst at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) August 2014 - Present
Investment Management Group September 2012 - June 2014
Northwestern Institute for Student Business Education September 2012 - March 2014
Gelber Group LLC June 2013 - August 2013
Northwestern Institute for Student Business Education September 2012 - June 2013
Northwestern Undergraduate Economics Society September 2011 - May 2013
CME Group May 2012 - September 2012
Northwestern University Solar Car Team September 2011 - June 2012
Merrill Lynch December 2011 - December 2011
Arlington Park May 2008 - September 2011
Skills
Microsoft Office, Bloomberg, Stata, Mac OS, CQG, TT, Python, C Programming, Windows OS, SPAN, Salesforce.com
Education
Northwestern University 2010 — 2014
Bachelor's Degree, Economics and Mathematics with Kellogg Financial Economics Certificate, Cum Laude
Barrington High School 2007 — 2010
High School
Susquehanna International Group, LLP (SIG) August 2014 - Present
Investment Management Group September 2012 - June 2014
Northwestern Institute for Student Business Education September 2012 - March 2014
Gelber Group LLC June 2013 - August 2013
Northwestern Institute for Student Business Education September 2012 - June 2013
Northwestern Undergraduate Economics Society September 2011 - May 2013
CME Group May 2012 - September 2012
Northwestern University Solar Car Team September 2011 - June 2012
Merrill Lynch December 2011 - December 2011
Arlington Park May 2008 - September 2011
Skills
Microsoft Office, Bloomberg, Stata, Mac OS, CQG, TT, Python, C Programming, Windows OS, SPAN, Salesforce.com
Education
Northwestern University 2010 — 2014
Bachelor's Degree, Economics and Mathematics with Kellogg Financial Economics Certificate, Cum Laude
Barrington High School 2007 — 2010
High School
William Vorbrich William Vorbrich's Investment Management Group Experience November 2013 - June 2015
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Investment Management Group November 2013 - June 2015
Lakeshore Management June 2014 - September 2014
Lisa M. Dietlin and Associates, Inc. June 2013 - September 2013
Undergraduate Capital Management January 2012 - September 2013
Centro de Capacitacion y Asesoramiento Multidiciplinario June 2012 - August 2012
Ropes Courses Inc June 2011 - August 2011
Skills
Community Outreach, HTML, Analysis, Public Speaking, Leadership, Research, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Data Analysis, Editing, Customer Service, Event Planning, Microsoft Word, Strategic Planning, Teamwork, Teaching, Team Leadership
Education
Northwestern University 2011 — 2015
Bachelor's degree, Economics, Political Science, Business Institutions, Junior
Houlihan Lokey July 2015 - Present
Investment Management Group November 2013 - June 2015
Lakeshore Management June 2014 - September 2014
Lisa M. Dietlin and Associates, Inc. June 2013 - September 2013
Undergraduate Capital Management January 2012 - September 2013
Centro de Capacitacion y Asesoramiento Multidiciplinario June 2012 - August 2012
Ropes Courses Inc June 2011 - August 2011
Skills
Community Outreach, HTML, Analysis, Public Speaking, Leadership, Research, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Data Analysis, Editing, Customer Service, Event Planning, Microsoft Word, Strategic Planning, Teamwork, Teaching, Team Leadership
Education
Northwestern University 2011 — 2015
Bachelor's degree, Economics, Political Science, Business Institutions, Junior
Lauren Bedor Lauren Bedor's Investment Management Group Experience September 2010 - April 2012
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. January 2014 - Present
Wells Fargo Advisors, LLC April 2012 - January 2014
Investment Management Group September 2010 - April 2012
Cantina Laredo January 2008 - July 2010
Skills
Retirement Planning, Asset Allocation, Series 7, Microsoft Office, Financial Advisory
Education
University of North Florida 2006 — 2010
Bachelor of Business Administration (BBA), International Business
Melbourne Central Catholic 2002 — 2006
Benjamin F. Edwards & Co. January 2014 - Present
Wells Fargo Advisors, LLC April 2012 - January 2014
Investment Management Group September 2010 - April 2012
Cantina Laredo January 2008 - July 2010
Skills
Retirement Planning, Asset Allocation, Series 7, Microsoft Office, Financial Advisory
Education
University of North Florida 2006 — 2010
Bachelor of Business Administration (BBA), International Business
Melbourne Central Catholic 2002 — 2006
Nick Riscigno's Investment Management Group Experience March 2006 - Present
Job Financial Advisor at Investment Management Group
Industry Financial Services
Experience
Investment Management Group March 2006 - Present
Skills
Retirement Planning, Securities, Finance, Series 63, Investment Management, Strategic Financial..., Investments, Retirement, Strategic Planning, Life Insurance, IRAs, Estate Planning, Relationship Management, Mutual Funds, 401k, Business Development, Financial Advisory, Insurance
Education
Florida State University - College of Business
BS, Finance & Real Estate
Investment Management Group March 2006 - Present
Skills
Retirement Planning, Securities, Finance, Series 63, Investment Management, Strategic Financial..., Investments, Retirement, Strategic Planning, Life Insurance, IRAs, Estate Planning, Relationship Management, Mutual Funds, 401k, Business Development, Financial Advisory, Insurance
Education
Florida State University - College of Business
BS, Finance & Real Estate
Cyndee K Kahn, CRPC®, MBA's Investment Management Group Experience January 1984 - January 1991
Job Chartered Retirement Planning CounselorSM
Industry Financial Services
Experience
Voya Financial Advisors May 2014 - Present
Kahn Financial Planning March 2007 - Present
NWF Advisory April 2009 - May 2014
Taproot Foundation August 2010 - February 2011
TCW Group January 2004 - February 2007
TCW Group January 1998 - January 2004
TCW Group September 1991 - January 1998
Investment Management Group January 1984 - January 1991
Skills
Financial Planning, Series 65, Estate Planning, Asset Allocation, 401k, Investment Advisory, Series 63, Retirement, Wealth Management, Alternative Investments, Fixed Income, Investment Management, Insurance, Risk Management, Private Equity, Employee Benefits, Hedge Funds, Long-term Care, Portfolio Management, Series 7, Financial Advisory, Life Insurance, Asset Management, Mutual Funds, Equities, Strategy, Securities, Finance, Strategic Financial..., Investment Strategies, Financial Services, Retirement Planning, Investments
Education
University of California, Los Angeles 2006 — 2009
PFP, Personal Financial Planning
Pepperdine University 1977 — 1979
MBA
University of California Los Angeles 1967 — 1971
BA, Art History
Voya Financial Advisors May 2014 - Present
Kahn Financial Planning March 2007 - Present
NWF Advisory April 2009 - May 2014
Taproot Foundation August 2010 - February 2011
TCW Group January 2004 - February 2007
TCW Group January 1998 - January 2004
TCW Group September 1991 - January 1998
Investment Management Group January 1984 - January 1991
Skills
Financial Planning, Series 65, Estate Planning, Asset Allocation, 401k, Investment Advisory, Series 63, Retirement, Wealth Management, Alternative Investments, Fixed Income, Investment Management, Insurance, Risk Management, Private Equity, Employee Benefits, Hedge Funds, Long-term Care, Portfolio Management, Series 7, Financial Advisory, Life Insurance, Asset Management, Mutual Funds, Equities, Strategy, Securities, Finance, Strategic Financial..., Investment Strategies, Financial Services, Retirement Planning, Investments
Education
University of California, Los Angeles 2006 — 2009
PFP, Personal Financial Planning
Pepperdine University 1977 — 1979
MBA
University of California Los Angeles 1967 — 1971
BA, Art History
Philip Detlefs's Investment Management Group Experience October 2001 - Present
Job Financial Planner at Investment Management Group
Industry Financial Services
Experience
Investment Management Group October 2001 - Present
Skills
Retirement Planning, Securities, Financial Services, Strategic Financial..., Finance, Investments, Wealth Management, Financial Planning, Retirement Plans, Financial Advisory, Insurance, Financial Planners
Education
Florida State University 1996 — 2001
Bachelor of Science, Finance and Marketing
Investment Management Group October 2001 - Present
Skills
Retirement Planning, Securities, Financial Services, Strategic Financial..., Finance, Investments, Wealth Management, Financial Planning, Retirement Plans, Financial Advisory, Insurance, Financial Planners
Education
Florida State University 1996 — 2001
Bachelor of Science, Finance and Marketing
Joy Forbess's Investment Management Group Experience 2012 - Present
Job Executive Assistant at Investment Management Group
Industry Financial Services
Experience
Investment Management Group 2012 - Present
Residential Design Services 2009 - January 2013
Genesis Group 2001 - 2005
SunTrust Bank 2001 - 2001
Raymond James Financial Inc. 1998 - 2001
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Teamwork, Microsoft Office
Education
University of Central Florida
Bachelor of Business Administration (BBA)
Investment Management Group 2012 - Present
Residential Design Services 2009 - January 2013
Genesis Group 2001 - 2005
SunTrust Bank 2001 - 2001
Raymond James Financial Inc. 1998 - 2001
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Teamwork, Microsoft Office
Education
University of Central Florida
Bachelor of Business Administration (BBA)
Benjamin Blankenship's Investment Management Group Experience August 2008 - November 2008
Job Senior Analyst, OTC Structured Products at Northern Trust Hedge Fund Services
Industry Investment Banking
Experience
Northern Trust Hedge Fund Services October 2013 - Present
Deutsche Bank January 2011 - October 2013
CapStone Investments June 2010 - December 2010
River Capital Advisors February 2009 - August 2009
Investment Management Group August 2008 - November 2008
Camarda Wealth Advisory Group June 2008 - August 2008
Ameris Bank March 2006 - June 2008
Skills
Equities, Fixed Income, Derivatives, Prime Brokerage, Equity Swaps, Investment Banking, Financial Risk, Finance, Back Office, Capital Markets, Trading, Bloomberg, Hedge Funds
Education
University of North Florida
Bachelors, Business Administration; Finance; Investments
Northern Trust Hedge Fund Services October 2013 - Present
Deutsche Bank January 2011 - October 2013
CapStone Investments June 2010 - December 2010
River Capital Advisors February 2009 - August 2009
Investment Management Group August 2008 - November 2008
Camarda Wealth Advisory Group June 2008 - August 2008
Ameris Bank March 2006 - June 2008
Skills
Equities, Fixed Income, Derivatives, Prime Brokerage, Equity Swaps, Investment Banking, Financial Risk, Finance, Back Office, Capital Markets, Trading, Bloomberg, Hedge Funds
Education
University of North Florida
Bachelors, Business Administration; Finance; Investments