Investment Management Institute

Description

Address: 165 West Putnam Avenue, Greenwich, CT 06830 Hours: Open ⋅ Closes 6PM Friday8:30AM–6PMSaturdayClosedSundayClosedMonday8:30AM–6PMTuesday8:30AM–6PMWednesday8:30AM–6PMThursday8:30AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (203) 622-5851: : Website: : Place name: : Category: : : Website: http://www.investmentmanagementinstitute.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. 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 Investment Management Institute Posting publicly on the Web Write a review Reviews 1 Google review

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Investment Management Institute Employees

Employee
Years
Job
Industry
Elizabeth Heatter Elizabeth Heatter New Canaan, Connecticut Details
Elizabeth Heatter's Investment Management Institute Experience 2010 - November 2010
Job Personal Trainer & Nutrition Specialist
Industry Health, Wellness and Fitness
Experience
Fitness Together  June 2011 - Present
Investment Management Institute   2010 - November 2010

Skills
Fitness, Management, Marketing Strategy, Nutrition, Research, Sports

Education
National Personal Training Institute   2011 — 2011

Sacred Heart University   2001 — 2006
bachelors, Science degree in Business Administration, concentration in Marketing

Raymond V. Duffy Jr. Raymond V. Duffy Jr. Austin, Texas Area Details
Raymond V. Duffy Jr.'s Investment Management Institute Experience May 2011 - August 2011
Job National Account Manager at Oracle
Industry Information Technology and Services
Experience
Oracle  July 2014 - Present
Oracle  July 2013 - July 2014
Tudor Investment Corporation  June 2012 - August 2012
Investment Management Institute   May 2011 - August 2011
Investment Management Institute   June 2010 - August 2010
Basic Energy   June 2007 - July 2007

Skills
Sales, Client Development, International Sales, Marketing Strategy, Fundraising, Financial Risk, Financial Planning, Marketing, Client Liaison, Strategic Financial..., Financial Management, Team Leadership, Organizational..., Cross-functional Team..., Columnist, Mentoring, Leadership Mentoring, Youth Development, Youth Leadership, Youth Mentoring, Financial Analysis, Project Finance, Financial Markets, Thought Leadership, Sales Presentations, Equities, Analysis, Strategy, Management, Consulting, PaaS, Social Media, Microsoft Excel, SaaS, Hybrid Cloud, Public Speaking, Leadership, Microsoft Office, Private Cloud, Business Development, Cloud Computing, PowerPoint

Education
Colby College   2009 — 2013
Bachelor’s Degree, History of Economics, Financial Systems, International Business

Brunswick School   1994 — 2009
High School Diploma

Oxford Advanced Studies Program   2007 — 2007
International Business & Entrepreneurship, Calculus

Sage Bronzino Sage Bronzino Greater Philadelphia Area Details
Sage Bronzino's Investment Management Institute Experience 1990 - 1999
Job Business Operations & Customer Care Manager at CoilTainer Limited
Industry Logistics and Supply Chain
Experience
Coil-Tainer Limited   September 2014 - Present
Jacquette Consulting  December 2012 - August 2014
PPT Consulting LLC   March 2006 - December 2012
DSG, Inc.   January 2005 - March 2006
Junior League of Philadelphia   2000 - 2005
Investment Management Institute   1990 - 1999
Morgan Stanley  1987 - 1990
Morgan Stanley  1986 - 1987

Skills
Change Management, Accounting, Account Management, Analysis, Budgeting, Business Planning, Copywriting, Graphic Design, Database Administration, Excel, Employee Relations, Event Management, Financial Analysis, Financial Planning, Financial Reporting, Hiring, Team Leadership, Microsoft Office, Non-profits, Newsletters, Operations Management, Purchasing, Strategic Planning, Quickbooks, Quality Assurance, Spanish, Problem Solving, Vendor Management, Writing, Budgets, critical thinking,..., conflict management, Microsoft Excel, Project Management, Strategic Financial..., QuickBooks, Management, Conflict Management, Nonprofits

Education
Bucknell University
B.A., Economics, Spanish

Simsbury High School

Kathleen Stevens Kathleen Stevens Greater New York City Area Details
Kathleen Stevens's Investment Management Institute Experience July 1989 - December 1992
Job Director of Development at The QGroup/Institute for Quantitative Research in Finance
Industry Investment Management
Experience
The Q-Group/Institute for Quantitative Research in Finance   December 2008 - Present
Wilshire Associates  September 1995 - June 2002
Institutional Investor  January 1993 - November 1994
Investment Management Institute   July 1989 - December 1992
Morgan Stanley & Company  October 1985 - May 1989

Skills
Institutional Sales, Investment Advisory, Alternative Investments, Series 63, Electronic Trading, High Yield, Finance, Structured Finance, CRM, Financial Services, Marketing, ETFs, Economics, Analytics, Program Management, Analysis, Options, Hedge Funds

Education
University of Richmond - Robins School of Business
B.S., Business Administration

montgomery high school

Robert M Bailey Robert M Bailey West Palm Beach, Florida Details
Robert M Bailey's Investment Management Institute Experience 2000 - 2011
Job Managing Director, TrustedAdvisory: Project Finance & Business Advisory in Funding (RE & Energy)
Industry Financial Services
Experience
The Billionaires Little Black Book   April 2007 - Present
TrustedAdvisory   2005 - Present
Newport Comprehensive Land Use Plan Task Force   April 2009 - October 2012
Live from Newport   2008 - July 2011
Investment Management Institute   2000 - 2011
Source Newport   2007 - 2010
Surfrider NYC   May 1998 - October 2002
GVA Williams  October 1994 - November 1996
Woodstock '94   August 1994 - August 1994
"Washington Week in Review" (Paul Duke) & Ben Wattenberg At Large, PBS/WETA   1980 - 1982

Skills
Entrepreneurship, Strategy, Business Development, Business Planning, Leadership, Investments, Venture Capital, Start-ups, Management, Finance, New Business Development, Marketing, Negotiation, Strategic Planning, Mergers & Acquisitions, Training, Due Diligence, Private Equity, Strategic Financial..., Sales, Real Estate, Investor Relations, Project Planning, Business Strategy, Public Speaking, Advertising, Asset Management, Project Management, Risk Management, Financial Analysis, Trading, Project Finance

Education
Interesting People I have met (in private conversation)   1955 — 2014
Listening

Interesting People II   1955 — 2014
Listening

University of Pennsylvania - The Wharton School   1989 — 1989
Certicate Finance, Finance

American University   1981 — 1982
MA, Journalism & Public Affairs

Guilford College   1973 — 1977
BS, Political Science

Justine Cuff Justine Cuff Greater New York City Area Details
Justine Cuff's Investment Management Institute Experience 1990 - 1994
Job Search Consultant at Independent Executive Search Professional
Industry Financial Services
Experience
Independent Executive Search   2008 - Present
Oppedisano & Company   1998 - 2008
Investment Strategies International   1996 - 1998
Furman Selz Capital Management   1993 - 1996
Investment Management Institute   1990 - 1994
Mitchell Hutchins   1987 - 1989
Neuberger Berman  1985 - 1987

Skills
Equities, Portfolio Management, Private Equity, Internet Recruiting, Fixed Income, Asset Allocation, Permanent Placement, Wealth Management..., Equity Derivatives, Investments, Hedge Funds, Trading, Applicant Tracking..., Financial Analysis, Finance, Risk Management, Asset Managment, Emerging Markets, Bonds, Series 63, Financial Markets, Private Banking, Technical Recruiting, Search, Strategic Financial..., Executive Search, Financial Risk, Corporate Finance, Investment Management, Executive Management, Wealth Management, Investment Banking, Options, Investor Relations, Human Resources, Alternative Investments, Mutual Funds, FX Options, College Recruiting, Securities, Sourcing, Investment Strategies, Banking, Valuation, Bloomberg, Recruiting, Commodity, Negotiation, Financial Advisory, Financial Services

Education
New York University - Leonard N. Stern School of Business   1990 — 1994
MBA, Finance

State University of New York at Albany   1981 — 1985
BS, Business - Management Information Systems

Craig Heatter Craig Heatter Dallas/Fort Worth Area Details
Craig Heatter's Investment Management Institute Experience January 2011 - Present
Job Managing Director, Risk Services at Investment Management Institute
Industry Financial Services
Experience
Investment Management Institute   January 2011 - Present
Craig Heatter Associates, Inc.   June 2009 - Present
JPMorgan Chase  August 1990 - May 2009
Financial Control Systems   March 1987 - August 1990

Skills
Operational Risk..., Performance Analysis, Global Custody, Investment Products, Compliance, Operational Oversight, Reconciliation, Asset Management, Investments, Asset Managment, Account Reconciliation, Investment Management, Risk Management, Securities, Vendor Management, Investment Strategies, Asset Allocation, Portfolio Management, Wealth Management, Equities, Fixed Income, Separately Managed..., Fund Of Funds, Financial Markets, Alternative Investments, Capital Markets, Financial Services, Pensions, Series 63, Hedge Funds, Derivatives, Bonds, Series 7, Bloomberg, ETFs, Wealth Management..., Fund Administration, Securities Lending, Investment Advisory, Fund Accounting, Structured Products, Corporate Actions, Prime Brokerage, Middle Office, Options

Education
Governors State University   1978 — 1982
MBA, Finance

Chicago State University   1970 — 1974
BS, Business Education

Matthew Sullivan, EMBA, CAIA Matthew Sullivan, EMBA, CAIA Greater New York City Area Details
Matthew Sullivan, EMBA, CAIA's Investment Management Institute Experience January 2015 - Present
Job Director at ClearVest LLC & Consultant at Investment Management Institute (IMI)
Industry Financial Services
Experience
ClearVest LLC   July 2015 - Present
Investment Management Institute   January 2015 - Present
Gabelli Asset Management (GAMCO)   March 2006 - December 2014
A.G. Edwards & Sons, Inc.   January 2004 - March 2006

Skills
Asset Managment, Institutional Sales, Equities, Alternative Investments, Mutual Funds, Hedge Funds, Business Development, Key Account Management, Sales Presentations, Account Reconciliation, Public Speaking, Capital Raising, Series 63, Series 7, Microsoft Office, Pension Funds, Foundations, Endowment Funds, Defined Benefit, Investments, Asset Management, Investment Management, Portfolio Management, Pensions, Investment Strategies, High Net Worth..., Relationship Management, Asset Allocation, Fixed Income, Equity Research, Bloomberg

Education
Fordham University - Graduate School of Business Administration
Executive M.B.A, Business Administration and Management, General, 3.7

Fordham University
Bachelor of Arts (B.A.), Double Major: Economics, Political Science, 3.4

Fordham Preparatory School

Peter Rubino Peter Rubino Greater New York City Area Details
Peter Rubino's Investment Management Institute Experience May 2012 - Present
Job
Industry Financial Services
Experience
Westfair Communications   December 2013 - Present
Investment Management Institute   May 2012 - Present
Greenwich Chamber of Commerce   April 2013 - September 2013
Greenwich Alternative Investments  October 2010 - May 2012

Skills
Excel, Proprietary Software -..., Photoshop, Microsoft Office, Microsoft Excel, Databases, Finance, Hedge Funds, Management, PowerPoint, Market Research, Marketing, Account Reconciliation, Research

Education
Manhattanville College
BA, Economics

Patricia A. Woods Patricia A. Woods Bristol, Rhode Island Details
Patricia A. Woods's Investment Management Institute Experience 1991 - 2001
Job Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Bristol Art Museum   December 2009 - Present
Investment Management Institute   1991 - 2001
CT Radio Program "Newsworthy"   1999 - 2000
Paine Webber, SmithBarney and Other Retail Brokerage Companies based in CT   1982 - 1985

Skills
Nonprofits, Strategic Planning, Public Speaking, Fundraising, Event Planning, Public Relations, Social Media, Team Building, Community Outreach, Event Management, Volunteer Management, Leadership, Marketing, Leadership Development, Marketing Strategy

Education
Trinity University Washington D.C.

Trinity University-Washington
Bachelor's Degree, Economics and Political Science