Investment Management Services
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Investment Management Services Employees
Employee
Years
Job
Industry
Michelle Valdes Michelle Valdes's Investment Management Services Experience 2013 - Present
Job Management Team Member
Industry Investment Management
Experience
Investment Management Services 2013 - Present
PIMCO July 2012 - December 2012
MacKay Shields LLC 2010 - 2012
J&W Seligman 1999 - 2010
Skills
Fixed Income
Education
Marymount Manhattan College
Bachelor's degree, Speech, Drama & Communications/Marketing/Creative Writing
Investment Management Services 2013 - Present
PIMCO July 2012 - December 2012
MacKay Shields LLC 2010 - 2012
J&W Seligman 1999 - 2010
Skills
Fixed Income
Education
Marymount Manhattan College
Bachelor's degree, Speech, Drama & Communications/Marketing/Creative Writing
Daryll Overton's Investment Management Services Experience January 1998 - July 2001
Job Telecommunications Professional
Industry Telecommunications
Experience
CFM January 2012 - Present
Level 7 Communications, June 2008 - Present
Internap December 2009 - August 2010
Level 7 Communications, June 2008 - October 2009
After Hours May 2006 - November 2007
Zep MFG.Inc December 2004 - December 2005
ACS INC August 2002 - February 2004
Investment Management Services January 1998 - July 2001
US Sprint January 1997 - January 1998
Coca Cola International February 1996 - January 1997
Skills
Telecommunications, Telephony, IP, VoIP, Cisco Technologies, TCP/IP, Call Centers, Routers, Switches, Networking, MPLS, Servers
Education
Florida State University
B.A, Communications
Shool of Hard Knocks
Shool of Hard Knocks
Shool of Hard Knocks
CFM January 2012 - Present
Level 7 Communications, June 2008 - Present
Internap December 2009 - August 2010
Level 7 Communications, June 2008 - October 2009
After Hours May 2006 - November 2007
Zep MFG.Inc December 2004 - December 2005
ACS INC August 2002 - February 2004
Investment Management Services January 1998 - July 2001
US Sprint January 1997 - January 1998
Coca Cola International February 1996 - January 1997
Skills
Telecommunications, Telephony, IP, VoIP, Cisco Technologies, TCP/IP, Call Centers, Routers, Switches, Networking, MPLS, Servers
Education
Florida State University
B.A, Communications
Shool of Hard Knocks
Shool of Hard Knocks
Shool of Hard Knocks
Ron Oswick's Investment Management Services Experience June 2012 - Present
Job Senior Associate at Investment Management Services
Industry Investment Management
Experience
Investment Management Services June 2012 - Present
Morgan Stanley Wealth Management July 2007 - August 2011
Jefferies & Company September 2005 - June 2007
Deutsche Bank Securities November 2003 - August 2005
DB Alex Brown May 2002 - November 2003
BT Alex Brown May 1997 - May 2002
Alex Brown January 1996 - May 1997
Skills
Securities, Series 7, Bloomberg, Investment Advisory, Series 63, Wealth Management, Corporate Actions, Fixed Income, Investment Management, Process Improvement, Microsoft Excel, Bonds, Vendor Management, Performance Measurement, Investments, Financial Services, Retirement, Middle Office, Wealth Management..., Series 65, Uniform Combined State..., 401k, Eagle PACE, FactSet, Alternative Investments, Mutual Funds, Portfolio Management
Education
Loyola College in Maryland 1999 — 2001
Master's degree, Business Administration and Management, General
Loyola College in Maryland 1991 — 1995
Bachelor's degree, Business Administration and Management, General
Investment Management Services June 2012 - Present
Morgan Stanley Wealth Management July 2007 - August 2011
Jefferies & Company September 2005 - June 2007
Deutsche Bank Securities November 2003 - August 2005
DB Alex Brown May 2002 - November 2003
BT Alex Brown May 1997 - May 2002
Alex Brown January 1996 - May 1997
Skills
Securities, Series 7, Bloomberg, Investment Advisory, Series 63, Wealth Management, Corporate Actions, Fixed Income, Investment Management, Process Improvement, Microsoft Excel, Bonds, Vendor Management, Performance Measurement, Investments, Financial Services, Retirement, Middle Office, Wealth Management..., Series 65, Uniform Combined State..., 401k, Eagle PACE, FactSet, Alternative Investments, Mutual Funds, Portfolio Management
Education
Loyola College in Maryland 1999 — 2001
Master's degree, Business Administration and Management, General
Loyola College in Maryland 1991 — 1995
Bachelor's degree, Business Administration and Management, General
Ashley Key Ashley Key's Investment Management Services Experience June 2013 - August 2014
Job Buyer
Industry Retail
Experience
M.S. McClellan August 2015 - Present
Accenture August 2014 - March 2015
Investment Management Services June 2013 - August 2014
Adams Keegan, Inc. August 2011 - August 2013
Bluegrass Yacht & Country Club February 2011 - August 2011
Campus Apartments September 2010 - December 2010
Campus Apartments July 2009 - December 2010
Skills
Leases, Marketing, Sales, Property Management, Apartments, Real Estate Development, Real Estate Transactions, Rentals, Yardi, Resident Retention, Real Estate Economics, Rent Roll, Yardi Voyager, Residential Homes, Fair Housing, Yardi Property..., Microsoft Office, Public Speaking, Event Planning, Customer Service, Microsoft Excel, Social Media, PowerPoint, Social Networking, Management, Social Media Marketing, Time Management, Leadership, Strategic Planning, Team Building, Marketing Strategy, Real Estate, Microsoft Word, Facebook, Public Relations, Newsletters, Fundraising, Strategy, Outlook, Budgets, Account Management, Nonprofits, Marketing Communications, Research, Event Management, Advertising, Project Management, SEO, Negotiation, Training
Education
Austin Peay State University 2006 — 2010
Bachelors of Science, Corporate Communications with a minor in Broadcast Media
The University of Tennessee at Chattanooga
M.S. McClellan August 2015 - Present
Accenture August 2014 - March 2015
Investment Management Services June 2013 - August 2014
Adams Keegan, Inc. August 2011 - August 2013
Bluegrass Yacht & Country Club February 2011 - August 2011
Campus Apartments September 2010 - December 2010
Campus Apartments July 2009 - December 2010
Skills
Leases, Marketing, Sales, Property Management, Apartments, Real Estate Development, Real Estate Transactions, Rentals, Yardi, Resident Retention, Real Estate Economics, Rent Roll, Yardi Voyager, Residential Homes, Fair Housing, Yardi Property..., Microsoft Office, Public Speaking, Event Planning, Customer Service, Microsoft Excel, Social Media, PowerPoint, Social Networking, Management, Social Media Marketing, Time Management, Leadership, Strategic Planning, Team Building, Marketing Strategy, Real Estate, Microsoft Word, Facebook, Public Relations, Newsletters, Fundraising, Strategy, Outlook, Budgets, Account Management, Nonprofits, Marketing Communications, Research, Event Management, Advertising, Project Management, SEO, Negotiation, Training
Education
Austin Peay State University 2006 — 2010
Bachelors of Science, Corporate Communications with a minor in Broadcast Media
The University of Tennessee at Chattanooga
Robert Carbone's Investment Management Services Experience 1994 - 1998
Job Technologist at Wolfion Systems L.L.C.
Industry Investment Management
Experience
Wolfion Systems L.L.C. May 2013 - Present
Moore Capital Management September 1998 - January 2013
Tibco 1997 - 1998
Investment Management Services 1994 - 1998
Skills
Sybase, Unix, VMware, Disaster Recovery, Trading Systems, Solaris, Cloud Computing, Perl, Data Center, Integration, Unix Shell Scripting, Linux, F5 BigIP, Sonicwall, Firewalls, Enterprise Architecture, Market Data, Software Development, Virtualization, High Availability, Infrastructure, Operations Management, Information Technology, Shell Scripting
Education
State University of New York at Stony Brook
Bachelor of Engineering (B.E.), Mechanical Engineering
Nazareth Regional High School
Wolfion Systems L.L.C. May 2013 - Present
Moore Capital Management September 1998 - January 2013
Tibco 1997 - 1998
Investment Management Services 1994 - 1998
Skills
Sybase, Unix, VMware, Disaster Recovery, Trading Systems, Solaris, Cloud Computing, Perl, Data Center, Integration, Unix Shell Scripting, Linux, F5 BigIP, Sonicwall, Firewalls, Enterprise Architecture, Market Data, Software Development, Virtualization, High Availability, Infrastructure, Operations Management, Information Technology, Shell Scripting
Education
State University of New York at Stony Brook
Bachelor of Engineering (B.E.), Mechanical Engineering
Nazareth Regional High School
Tony Daluise's Investment Management Services Experience May 2001 - May 2002
Job VP Finance at NFP
Industry Financial Services
Experience
National Financial Partners May 2002 - Present
Investment Management Services May 2001 - May 2002
Oppenheimer Capital October 1996 - May 2001
Education
Kean University 1991 — 1993
National Financial Partners May 2002 - Present
Investment Management Services May 2001 - May 2002
Oppenheimer Capital October 1996 - May 2001
Education
Kean University 1991 — 1993
Joseph E. Dade's Investment Management Services Experience December 1998 - February 1999
Job Expert Production Support Senior SYBASE Database Administrator / Replication Server Administrator
Industry Higher Education
Experience
CUNY Borough of Manhattan Community College March 2008 - Present
i-Deal LLC March 1999 - October 2005
Investment Management Services December 1998 - February 1999
Solomon Smith Barney March 1998 - November 1998
The Consortium August 1997 - March 1998
Renaissance Software, Inc. March 1997 - August 1997
CHASE Manhattan Bank June 1984 - November 1996
Education
City University of New York-Brooklyn College 1973 — 1975
none, Biology / Chemistry
CUNY Borough of Manhattan Community College March 2008 - Present
i-Deal LLC March 1999 - October 2005
Investment Management Services December 1998 - February 1999
Solomon Smith Barney March 1998 - November 1998
The Consortium August 1997 - March 1998
Renaissance Software, Inc. March 1997 - August 1997
CHASE Manhattan Bank June 1984 - November 1996
Education
City University of New York-Brooklyn College 1973 — 1975
none, Biology / Chemistry
Lewin Alleyne's Investment Management Services Experience August 1997 - August 1998
Job Sr. Systems Engineer at Moore Capital Management
Industry Investment Banking
Experience
Moore Capital Management August 2008 - Present
Ryan Beck & Co. May 2002 - August 2008
Gruntal & Co. August 1998 - May 2002
Investment Management Services August 1997 - August 1998
Skills
Active Directory, VMware, Windows Server, Citrix, Microsoft Exchange, Data Center, Servers, Integration, Enterprise Architecture, Technical Support, Infrastructure, Management, Hedge Funds, Disaster Recovery, Virtualization, Windows, IIS, WAN
Education
Pace University 1992 — 1996
Bachelor's, Management Information Systems
Moore Capital Management August 2008 - Present
Ryan Beck & Co. May 2002 - August 2008
Gruntal & Co. August 1998 - May 2002
Investment Management Services August 1997 - August 1998
Skills
Active Directory, VMware, Windows Server, Citrix, Microsoft Exchange, Data Center, Servers, Integration, Enterprise Architecture, Technical Support, Infrastructure, Management, Hedge Funds, Disaster Recovery, Virtualization, Windows, IIS, WAN
Education
Pace University 1992 — 1996
Bachelor's, Management Information Systems
Cheryl Sieracki's Investment Management Services Experience January 1990 - Present
Job Real Estate Professional Pros Team at Advantage Realty Inc.
Industry Financial Services
Experience
Advantage Realty Inc. September 2014 - Present
Investment Management Services January 1990 - Present
Encore Capital Group April 2009 - August 2014
Asset Acceptance April 2009 - October 2011
Citi Mortgage March 2007 - May 2008
ABN AMRO January 2001 - March 2007
Michigan National Bank 1983 - 2001
Skills
Business Process Mapping, Business Analysis, Risk Management, Vendor Management, Change Management, Six Sigma, Management, Analysis, Data Analysis, Project Management, Databases, Team Leadership, Leadership, Strategic Planning, Mergers & Acquisitions, Call Centers, Banking, Process Improvement, Human Resources, Marketing, Financial Analysis, Financial Services, Sales, Training, Business Process..., Mortgage Lending, Performance Management, Credit, CRM, Portfolio Management, Visio, Operations Management, Team Building, Software Documentation, Forecasting, Strategy, Finance, Access, Insurance, Loans, Financial Risk
Education
Baker College Center for Graduate Studies
BBA, Business Administration
Macomb Community College
AAS, Business
Advantage Realty Inc. September 2014 - Present
Investment Management Services January 1990 - Present
Encore Capital Group April 2009 - August 2014
Asset Acceptance April 2009 - October 2011
Citi Mortgage March 2007 - May 2008
ABN AMRO January 2001 - March 2007
Michigan National Bank 1983 - 2001
Skills
Business Process Mapping, Business Analysis, Risk Management, Vendor Management, Change Management, Six Sigma, Management, Analysis, Data Analysis, Project Management, Databases, Team Leadership, Leadership, Strategic Planning, Mergers & Acquisitions, Call Centers, Banking, Process Improvement, Human Resources, Marketing, Financial Analysis, Financial Services, Sales, Training, Business Process..., Mortgage Lending, Performance Management, Credit, CRM, Portfolio Management, Visio, Operations Management, Team Building, Software Documentation, Forecasting, Strategy, Finance, Access, Insurance, Loans, Financial Risk
Education
Baker College Center for Graduate Studies
BBA, Business Administration
Macomb Community College
AAS, Business
Allen Cheng's Investment Management Services Experience February 1996 - March 2000
Job Associate Partner Hedge Fund Research at Hewitt EnnisKnupp
Industry Investment Management
Experience
Hewitt EnnisKnupp September 2014 - Present
Altegris Advisors July 2008 - August 2014
Bank of America Alternative Investments February 2004 - August 2007
Optima Fund Management April 2000 - January 2004
Investment Management Services February 1996 - March 2000
Skills
Asset Allocation, Marketing, Hedge Funds, Alternative Investments, Management, Asset Managment, Investment Strategies, Portfolio Management, Equities, Fund Of Funds, Investments, Managed Futures, Due Diligence, Mutual Funds, Institutional..., Asset Management, Investment Management
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance, Marketing
University of Maryland College Park 1975 — 1980
BS, Finance
Hewitt EnnisKnupp September 2014 - Present
Altegris Advisors July 2008 - August 2014
Bank of America Alternative Investments February 2004 - August 2007
Optima Fund Management April 2000 - January 2004
Investment Management Services February 1996 - March 2000
Skills
Asset Allocation, Marketing, Hedge Funds, Alternative Investments, Management, Asset Managment, Investment Strategies, Portfolio Management, Equities, Fund Of Funds, Investments, Managed Futures, Due Diligence, Mutual Funds, Institutional..., Asset Management, Investment Management
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance, Marketing
University of Maryland College Park 1975 — 1980
BS, Finance
Nandheeswaran Jothi's Investment Management Services Experience 1993 - 1995
Job VP at Data Net Corporation
Industry Computer Software
Experience
Data Net Corporation presidentworld wide technologies1993 - Present
State Street 1999 - 2003
International Fund Services (Ireland) Ltd, A State Street Company 1999 - 2003
J.P. Morgan 1996 - 1998
Investment Management Services 1993 - 1995
Moore Capitol management 1993 - 1994
Education
University of Notre Dame 1977 — 1982
Ph.D, Chemical Engineering
Indian Institute of Technology, Madras
Data Net Corporation presidentworld wide technologies1993 - Present
State Street 1999 - 2003
International Fund Services (Ireland) Ltd, A State Street Company 1999 - 2003
J.P. Morgan 1996 - 1998
Investment Management Services 1993 - 1995
Moore Capitol management 1993 - 1994
Education
University of Notre Dame 1977 — 1982
Ph.D, Chemical Engineering
Indian Institute of Technology, Madras
Thomas DeBow's Investment Management Services Experience August 1993 - February 2000
Job Chief Technology Officer at Graham Capital Management
Industry Financial Services
Experience
Graham Capital Management February 2004 - Present
SAC Capital May 2000 - February 2004
Investment Management Services August 1993 - February 2000
KPMG Peat Marwick August 1991 - August 1993
Skills
Market Data, Trading Systems, Electronic Trading, Hedge Funds, Fixed Income, Options, Equities, FX Options, Derivatives, Bloomberg, Trading, Commodity, Equity Derivatives, Equity Trading, FX trading, Financial Markets, Software Development, Low Latency, Alternative Investments, Asset Managment, Emerging Markets, Interest Rate...
Education
Binghamton University 1987 — 1991
BA, Economics
Graham Capital Management February 2004 - Present
SAC Capital May 2000 - February 2004
Investment Management Services August 1993 - February 2000
KPMG Peat Marwick August 1991 - August 1993
Skills
Market Data, Trading Systems, Electronic Trading, Hedge Funds, Fixed Income, Options, Equities, FX Options, Derivatives, Bloomberg, Trading, Commodity, Equity Derivatives, Equity Trading, FX trading, Financial Markets, Software Development, Low Latency, Alternative Investments, Asset Managment, Emerging Markets, Interest Rate...
Education
Binghamton University 1987 — 1991
BA, Economics
Genevieve Cimino's Investment Management Services Experience 1994 - 2000
Job Independent Venture Capital & Private Equity Professional
Industry Venture Capital & Private Equity
Experience
JP Morgan & Company Inc 2000 - 2002
Investment Management Services 1994 - 2000
Goldman Sachs 1987 - 1994
Education
New York University 1983 — 1987
BS, Industrial Organizational Psychology
JP Morgan & Company Inc 2000 - 2002
Investment Management Services 1994 - 2000
Goldman Sachs 1987 - 1994
Education
New York University 1983 — 1987
BS, Industrial Organizational Psychology