Key Asset Management

Description

Address: 554 Morristown Rd, Matawan, NJ 07747 Phone: (732) 566-1996Hours: : Category: Place name: : : : : : Website: 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.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website 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 Key Asset Managers, LLC Posting publicly on the Web Write a review Reviews Be the first to review

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

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Key Asset Management Employees

Employee
Years
Job
Industry
Dipak Jogia Dipak Jogia New York, New York Details
Dipak Jogia's Key Asset Management Experience July 1999 - March 2003
Job Partner at The Highmore Group
Industry Financial Services
Experience
The Highmore Group   October 2014 - Present
Oppenheimer & Co.   February 2012 - September 2014
FrontPoint Partners  June 2005 - August 2011
Abbey/Spyre Asset Management   April 2003 - May 2005
Key Asset Management   July 1999 - March 2003

Education
London School of Economics and Political Science   1998 — 1999
Masters of Science, Economic History

London School of Economics and Political Science   1997 — 1998
Postgraduate Diploma, Economics

London School of Economics and Political Science   1994 — 1997
Bachelors of Arts, History, Graduated with Honors

Lisa Rosenthal, CFA Lisa Rosenthal, CFA Cleveland/Akron, Ohio Area Details
Lisa Rosenthal, CFA's Key Asset Management Experience April 1996 - January 2001
Job Relationship Manager Taft Hartley/Public Funds at Victory Capital Management
Industry Investment Management
Experience
Victory Capital Management  October 2007 - Present
KeyCorp  January 2001 - September 2007
Key Asset Management   April 1996 - January 2001

Skills
Portfolio Management, Asset Management, Investments

Education
Weatherhead School of Management at Case Western Reserve University   1997 — 2000
MBA, Finance, International Mgmt

Charles F Brush

Miami University
BSBA, Marketing

Michael Welk Michael Welk Greater Seattle Area Details
Michael Welk's Key Asset Management Experience November 1998 - March 2000
Job Lead Advisor at Brighton Jones
Industry Investment Management
Experience
Brighton Jones  April 2015 - Present
Strategic Capital Group  March 2003 - March 2015
Laird Norton Trust Company   March 2000 - March 2003
Key Asset Management   November 1998 - March 2000
Frank Russell Company  September 1996 - November 1998
Key Asset Management   April 1991 - September 1996

Skills
Investments, Equities, Portfolio Management, Asset Managment, Asset Allocation, Wealth Management, Relationship Mgmt, Investment Strategies, Asset Management, Alternative Investments, Retirement Planning, Business Development, Series 7, Investment Advisory, Financial Modeling, Relationship Management

Education
Pacific Lutheran University   1986 — 1990
BA, Business Administration

Marco Stucky Marco Stucky Greater New York City Area Details
Marco Stucky's Key Asset Management Experience 2008 - March 2012
Job Partner at Bee's Knees Baking Company
Industry Food & Beverages
Experience
Bee's Knees Baking Company   January 2012 - Present
Key Asset Management   2008 - March 2012
Quaesta Capital AG   2007 - 2008
UBS Investment Bank  2004 - 2006

Skills
Portfolio Management, Investments, Hedge Funds, Equities, Business Development, Investment Banking, Wealth Management, Structured Products, Financial Markets, Alternative Investments, Investment Strategies, Asset Managment, Trading, Asset Management

Education
   2000 — 2003
Bachelor, Hotel Management

David Brait David Brait Toronto, Canada Area Details
David Brait's Key Asset Management Experience June 2009 - August 2009
Job Research Analyst at OMERS Strategic Investments
Industry Capital Markets
Experience
Oxford Capital Partners   June 2012 - September 2012
OMERS Strategic Investments   January 2011 - June 2012
Key Asset Management   June 2009 - August 2009
University of Michigan Ross School of Business  June 2008 - December 2008

Education
University of Michigan - Stephen M. Ross School of Business   2006 — 2010

Eileen Carter Eileen Carter Cleveland/Akron, Ohio Area Details
Eileen Carter's Key Asset Management Experience February 2005 - March 2007
Job Executive Assistant II at KeyBank, N.A.
Industry Banking
Experience
KeyBank  April 2007 - Present
Key Asset Management   February 2005 - March 2007
KeyCorp  February 2004 - February 2005
KeyBank  July 1994 - February 2004
Society National Bank  February 1987 - July 1994
Soceity National Bank   September 1983 - February 1987
Central National Bank  February 1978 - September 1983
Central National Bank  September 1974 - February 1978

Skills
Microsoft Word, Banking, PowerPoint, Microsoft Excel, Administrative..., Data Entry, Process Scheduler, Finance, Risk Management, Microsoft Office, Customer Service, Disaster Recovery, Lotus Notes, Travel Planning, Office Management, Time Management, Teamwork, Program Management, Access, Management, Administrative...

Education
Cuyahoga Community College   2005 — 2007

Erieview Catholic High School   1971 — 1974

Dennis P. Casey Dennis P. Casey Cleveland/Akron, Ohio Area Details
Dennis P. Casey's Key Asset Management Experience January 1992 - December 2001
Job Managing Partner, Financial Industry Representatives, LLC
Industry Investment Management
Experience
Financial Industry Representatives, LLC   August 2009 - Present
Harris Investment Management  August 2005 - August 2009
Victory Capital Management  January 2002 - December 2004
Key Asset Management   January 1992 - December 2001
Society/AmeriTrust   January 1987 - December 1991
Standard Oil of Ohio (now BP Corporation)   July 1976 - June 1987

Skills
Investments, Asset Managment, Investment Management, Due Diligence, Investment Strategies, Equities, Asset Management, Institutional..., Financial Services, Alternative Investments, Fixed Income, Finance, Mergers & Acquisitions, Portfolio Management, Asset Allocation, Hedge Funds, Investment Advisory, Investor Relations, Mutual Funds, Wealth Management, Capital Markets, Series 7, 401k, Securities, Series 63, ETFs, Valuation, Bloomberg, Private Equity

Education
John Carroll University   1981 — 1985
MBA, General Business and Finance

John Carroll University   1972 — 1976
BSBA, Accounting

Kim Schuster Kim Schuster Cleveland, Ohio Details
Kim Schuster's Key Asset Management Experience January 1999 - January 2000
Job Pension Assistant
Industry Financial Services
Experience
Moskol Gross Orchosky   February 2011 - Present
Adecco Employment Agency  December 2009 - April 2010
Dawson Retirement Plan Services   September 2007 - July 2009
Colony Mortgage Corporation   July 2005 - September 2007
Colony Mortgage  June 2003 - July 2004
Volt Services  March 2003 - June 2003
McDonald Investments Inc  December 2000 - February 2003
Key Asset Management   January 1999 - January 2000
Key Clearing Corp   January 1996 - January 1999
Key Investments/Key Clearing   January 1994 - January 1996

Skills
Accounting, Tax, Excel, Word, PowerPoint, Microsoft Excel, Microsoft Word, Account Reconciliation, Bookkeeping, Customer Service, Compliance, Mutual Funds, Account Management, Microsoft Office, Securities, Pension Administration, Software Documentation, Leadership, Accounts Payable, Investments, Outlook, Employee Benefits, Banking, Finance, Management

Education
Cuyahoga Community College   2007 — 2010
Associate, Accounting

Cleveland State University   1977 — 1981
Accounting

John Marshall High School   1973 — 1977

Alan Puklin Alan Puklin Greater New York City Area Details
Alan Puklin's Key Asset Management Experience January 1996 - January 1998
Job Vice PresidentSenior Relationship Manager at Columbia Management
Industry Financial Services
Experience
Columbia Management  October 2001 - Present
Columbia Management  October 2001 - Present
Columbia Management  January 2001 - Present
UBS Global Asset Management  January 1999 - January 2001
Key Asset Management   January 1996 - January 1998
The Chase Manhattan Bank  January 1995 - January 1996
Bear Stearns Fiduciary Services   January 1991 - January 1995
Segal Advisors, Inc   January 1985 - January 1991
John Hancock Mutual Life   January 1982 - January 1985

Education
Clark University   1977 — 1981
BA, Economics

Clark University
B.A, Economics

Donna Kulka Donna Kulka Cleveland/Akron, Ohio Area Details
Donna Kulka's Key Asset Management Experience 1997 - 2000
Job Senior Analyst, Institutional Client Service at Victory Capital
Industry Investment Management
Experience
Victory Capital  December 2013 - Present
PNC Wealth Management (Unofficial)   April 2013 - December 2013
Victory Capital Management  2000 - May 2012
Key Asset Management   1997 - 2000
Society Asset Management   1992 - 1997

Skills
Equities, Bloomberg, Asset Allocation, Trading, Finance, Analysis

Education
Baldwin-Wallace College   1995 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General

Baldwin-Wallace College   1989 — 1992
Bachelor of Arts (B.A.), Accounting