Killik & Co
Industry: Company
DescriptionKillik & Co is a British retail investment company and independent Partnership, providing advice on savings, planning and investment to retail investors through a network of branches in the UK, managing assets on behalf of 27,000 clients. Founded: 1989 Subsidiaries: Killik Asset Management, Killik & Co Trustees Limited, Killik & Co. LLP, Research Division
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Killik & Co Employees
The Michael Bass Group May 2015 - Present
Killik & Co January 2015 - April 2015
IMG College UConn August 2012 - January 2015
IMG May 2014 - August 2014
Cilantro Specialty Foods March 2010 - January 2014
Skills
Sales, Salesforce.com, QuickBooks, Sports Marketing, Leadership, Investment Banking, Marketing Activation, Private Equity, Marketing Strategy, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Photoshop, Microsoft Publisher, Social Media, Marketing, Sales Process, Bloomberg, Public Speaking, Start-ups, Start-up Ventures
Education
University of Connecticut 2012 — 2016
Bachelor's Degree, Finance, General
University of Connecticut in London 2015 — 2015
Bachelor's Degree, International Finance
Guilford High School, Guilford, CT 2008 — 2012
Bank of New York Mellon May 2011 - Present
Pacific Lutheran University February 2011 - May 2011
Pacific Lutheran University September 2009 - May 2011
Pacific Lutheran University February 2009 - May 2011
UBS October 2010 - January 2011
Corvallis Chamber Coaltion June 2010 - September 2010
Killik & Co January 2010 - April 2010
Ameriprise Financial Services, Inc. June 2009 - August 2009
Skills
Financial Analysis, Equities, Investments, Data Analysis, Fixed Income, Portfolio Management, Valuation, Asset Managment, Financial Modeling, Analysis, Derivatives, Alternative Investments, Microsoft Excel, Finance, Microsoft Office, Teamwork, Financial Services, Customer Service, Accounting, Asset Allocation
Education
Pacific Lutheran University 2007 — 2011
BA, Business Finance
J.P. Morgan July 2011 - Present
J.P. Morgan June 2010 - August 2010
Killik & Co October 2009 - December 2009
Skills
Series 7, Series 63, MBS, Securitization, Fixed Income, Bloomberg Terminal, Intex Desktop, Bloomberg, Electronic Trading, FX Options, Investment Banking, Equities
Education
Franklin & Marshall College 2007 — 2011
Business, Organizations & Society
College AppAssist Incorporated June 2012 - Present
Boston University SMG Information Services & Technology September 2012 - May 2014
Killik & Co October 2013 - December 2013
Ernst & Young June 2013 - August 2013
FiberMark March 2013 - March 2013
Staples June 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Boston University SMG Graduate Program Office September 2011 - May 2012
Rindge Pizza Haven July 2007 - August 2011
Boston University Housing Office October 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Finance, Non-profit..., Teamwork, Auditing, Corporate Finance, Financial Analysis, Spanish, Research, Valuation, Cisco Telepresence, Facebook, Outlook, Data Analysis
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science in Business Adminstration, Accounting and Finance
Conant High School 2007 — 2010
DayNine Consulting, Inc. March 2014 - Present
CNA Insurance December 2011 - February 2014
Killik & Co 2010 - 2010
Celergo LLC June 2008 - September 2009
Education
DePaul University 2007 — 2011
Finance, Commerce
University of Westminster
GSO Capital Partners January 2014 - Present
GSO Capital Partners September 2012 - December 2013
RBS Global Banking & Markets August 2010 - August 2012
Bloomberg June 2009 - August 2010
Killik & Co September 2008 - December 2008
JPMorgan Chase August 2008 - September 2008
JPMorgan Chase May 2007 - August 2007
Skills
Bloomberg, Fixed Income, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, Capital Markets, Valuation, Series 7, PowerPoint, Corporate Finance, Investment Banking, Banking, Mergers & Acquisitions, Credit, Private Equity
Education
Franklin & Marshall College 2006 — 2010
Bachelor of Arts, Business/ Public Policy
Horace Greeley High School 2002 — 2006
McAdam Financial July 2015 - Present
Sensata Technologies June 2014 - August 2014
Killik & Co July 2013 - August 2013
Horizon Beverage Co May 2012 - August 2012
Education
Boston University Questrom School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance and International Management
Oracle November 2014 - Present
Oracle Marketing Cloud (Responsys acquired April 2014) January 2014 - October 2014
Responsys March 2013 - December 2013
Citi July 2011 - March 2013
BNY Mellon June 2010 - August 2010
Killik & Co October 2009 - December 2009
Education
Boston College - Carroll School of Management 2007 — 2011
Bachelor of Science, Finance and Operations Managment
Boston University London Program 2009 — 2009
Managment and Finance
Manhasset High School 2003 — 2007
Financial Industry Regulatory Authority August 2012 - Present
International Assets Advisory January 2011 - Present
Experts Counsel, Inc. February 2005 - Present
Raymond James Investment Services Ltd February 2000 - January 2005
Killik & Co 2000 - 2005
Raymond James 1994 - 2005
Robert Thomas Securities 1994 - 1998
Raymond James Financial 1990 - 1994
Skills
Investments, Securities, FINRA, Team Building, Corporate Governance, Management, Due Diligence, Financial Risk, Financial Services, Mutual Funds, Corporate Law, Series 7, Equities, Investment Strategies, Fixed Income, Corporate Finance, Investment Banking, Joint Ventures, SEC, Strategic Financial..., Asset Management, Investment Advisory, Alternative Investments, Project Finance, Wealth Management, Private Equity, Arbitration, Securities Regulation, Financial Markets, Operational Risk..., Capital Markets, Risk Management, Banking, Mergers & Acquisitions, Finance, Hedge Funds, Derivatives, Broker-Dealer, Series 63, Financial Analysis, Asset Managment, Portfolio Management, Fraud
Education
University of Denver - Sturm College of Law 1984 — 1987
JD, Legal Studies
United States Air Force Academy 1978 — 1983
Bachelor of Science (BS), Engineering
Miami Palmetto
The Independent Owner, Managing DirectorQuitKick USAApril 2009 - January 2015
American International Syndication Affiliates November 2012 - February 2014
The Independent September 2005 - December 2007
Financial News, Private Equity News April 2006 - November 2006
Killik & Co 1997 - 2005
Skills
Social Media, Media Relations, Business Writing, Editing, Private Equity, Newspapers, Digital Marketing, Internal Communications, Investments, News Writing, Business Planning, Journalism, Hedge Funds, Marketing Communications, Web Content, Public Relations, Press Releases, Editorial, Strategic Communications, Copywriting, Corporate Communications, Management, Copy Editing, Publishing, Reputation Management, Digital Strategy, Crisis Management, New Media, Newsletters
Education
Spalding University 2013 — 2015
Master’s Degree, Business Communications
London School of Journalism
Print Journalism
University of Plymouth 1993 — 1996
BSc, Politics (3.5 GPA equivalent)
Reigate Grammar School 1982 — 1990
London School of Journalism
Post Graduate Diploma in Print Journalism, Journalism
DraftKings, Inc. June 2015 - Present
Boston University Club Roller Hockey September 2014 - Present
The TJX Companies, Inc. April 2015 - June 2015
The TJX Companies, Inc. June 2014 - April 2015
Foot Locker May 2013 - August 2013
Manhattan Sports Business Academy April 2013 - July 2013
Killik & Co February 2013 - April 2013
Boston University School of Management May 2012 - October 2012
Skills
Social Media, Marketing, Sales, Microsoft Office, Competitive Analysis, Leadership, Microsoft Excel, Retail, CRM, Microsoft Word, Twitter, Public Relations, Event Planning, Branding & Identity
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science in Business Administration, Finance
Kilachand Honors College 2010 — 2014
Elite Collections in Cape Town July 2015 - Present
An English Hideaway Inn December 2010 - Present
South Africa Sun Ltd. March 2003 - Present
Killik & Co April 2010 - November 2010
UBS Wealth Management April 2007 - April 2009
Citibank 1997 - 2000
Education
Dowling College 1998 — 1999
BA, Finance
Saint John's University 1996 — 1998
BA, Finance
St Jospeh's Patron