L.J. Altfest & Co
Industry: Company
DescriptionFounded: 1983 Subsidiary: Altfest L J & Co Inc, Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportAltfest Personal Wealth ManagementWebsiteDirections Saved (0) Saved Save 2 Google reviews Financial planner in New York City, New York Address: 445 Park Ave 6th floor, New York, NY 10022 Phone: (212) 406-0850Category: : : Website: : Place name: Hours: : : : Website: http://www.altfest.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.Add missing informationAdd business hours 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 Altfest Personal Wealth Management Posting publicly on the Web Write a review Reviews 2 Google reviews
L.J. Altfest & Co List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at L.J. Altfest & Co. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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L.J. Altfest & Co Employees
Jie Yuan Signature Estate & Investment Advisors, LLC September 2015 - Present
Signature Estate & Investment Advisors, LLC October 2014 - September 2015
Wells Fargo August 2014 - October 2014
Bally Auction March 2013 - July 2014
New York Life Insurance Company November 2012 - February 2013
L.J. Altfest & Co May 2010 - February 2011
Shenyin & Wanguo Securities Co. Ltd. July 2004 - August 2009
Skills
Valuation, Portfolio Management, Investments, Bloomberg Terminal, Mutual Funds, Analysis, Wealth Management, Financial Modeling, Financial Analysis, Trading, Bloomberg, Fixed Income, Equities, Corporate Finance, Forecasting
Education
Pace University - Lubin School of Business 2009 — 2012
Master of Science (MS), Investment Management, 3.98/4.0
Shanghai University of Finance and Economics 2000 — 2004
Bechalor of Management, International Accounting(ACCA)
Questex December 2014 - Present
L.J. Altfest & Co March 2011 - November 2014
Midcity Medical August 2009 - October 2013
The Associated Press September 2008 - February 2009
GameStop August 2005 - May 2008
X-Strike Studios, LLC May 2002 - March 2008
Horizon Health Services June 2001 - August 2003
Skills
Microsoft Office, Photoshop, Social Media, Customer Service, Public Relations, PowerPoint, Marketing Strategy, Adobe Creative Suite, Strategic Planning, Training, Microsoft Excel, Team Leadership, Microsoft Word, Research, Social Media Marketing, Event Planning, Social Networking, Marketing Communications, Public Speaking, Outlook, Video Production, Junxure, CRM databases, Morningstar Office, Management, Business Communications, Strategy, Leadership, Market Research, Data Analysis, Sales, Marketing, Recruiting
Education
Baruch College 2011 — 2013
MBA, Finance and Management
State University of New York College at Fredonia 2000 — 2005
Bachelor's, Business, Music
Shivani Deo Accenture July 2010 - Present
United Nations 2013 - 2015
L.J. Altfest & Co March 2008 - August 2008
UBS June 2007 - October 2007
Skills
Finance, Requirements Analysis, Analysis, SAP, Data Analysis, SDLC, Business Intelligence, Business Process, SAP Implementation, SAP FICO, SAP BPC, Financial Reporting, Business Analysis, Consolidated Financial..., Reporting & Analysis, Solution Architecture, Requirements Gathering, Accounts Payable &..., Record to Report, Procure-to-Pay, Financial Close Process, Public Sector Accounting, SAP BI, IT Strategy, Project Management, SAP GL, SAP Financial, SAP SRM, SAP FI-AR, SAP FI-AP, Test Management, Large Scale Deployments, Deployment Planning, SAP Funds Management, Master Data Management, Data Governance, Business Process Design, Business Process..., SAP ERP, Business Transformation, Management Consulting, ERP
Education
New York University
Bachelor of Arts (B.A.)
Irving Place Capital June 2015 - Present
KPMG US July 2014 - June 2015
Rothstein Kass November 2010 - June 2014
Muhlenberg College August 2009 - May 2010
L.J. Altfest & Co June 2008 - August 2008
Department of Treasury September 2007 - December 2007
Skills
Financial Reporting, Financial Analysis, Accounting, Hedge Funds, Auditing, Financial Accounting, Tax, Financial Services, Finance, US GAAP, Internal Controls
Education
Muhlenberg College 2005 — 2009
Bachelor of Arts (B.A.), Accounting and Finance, Magna Cum Laude
Cypress Wealth Advisors January 2006 - Present
L.J. Altfest & Co March 2002 - April 2005
TD Waterhouse 1996 - 2002
Skills
Financial Planning, Finance, Investments, Portfolio Management, Wealth Management
Education
The University of Texas at Austin 1989 — 1994
B.A., Economics
NewMargin Venture Capital Co., Ltd. November 2011 - Present
L.J. Altfest & Co January 2010 - December 2010
Bank of Ningbo July 2009 - August 2009
Cixi Environmental Protection Agency July 2005 - September 2006
Skills
Alternative Investments, Portfolio Management, Financial Modeling, Bloomberg
Education
Pace University - Lubin School of Business 2008 — 2010
MASTER, Financial Management
Columbia University - School of International and Public Affairs 2007 — 2008
Master, Environmental Science and Policy
Zhejiang University of Technology 2004 — 2007
Bachelor, Environmental Science
Altfest Personal Wealth Management 1983 - Present
L.J. Altfest & Co 1983 - Present
Education
Baruch College, City University of New York (CUNY)
Bachelor's, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
The Graduate Center, City University of New York
Ph.D, Finance
Metlife January 2008 - Present
MetLife December 2005 - December 2007
L.J. Altfest & Co June 2003 - November 2005
Center for Applied Research June 2003 - June 2005
Rockwell Automation May 2001 - February 2003
Illinois Institute of Technology August 2000 - April 2001
Skills
Business Analysis, Business Process..., SDLC, Financial Analysis, Business Process, Process Improvement, Project Coordination, Requirements Gathering, Vendor Management, Risk Management, Requirements Analysis, PeopleSoft, Program Management, Multiple Projects..., Fixed Income Portfolio..., Stock Picking, Stock Market, REIT, Alternative Investments, Financial Modeling, Credit Risk, Bond Pricing, Bond Markets, Project Management, Software Project...
Education
Pace University 2003 — 2006
MBA, Finance, GPA 3.9
Illinois Institute of Technology 2000 — 2002
Masters, Electronic Commerce and Computer Science, GPA 3.6
High School
High School
UICT
Bachelor's degree, Chemical Engineering
BlackRock November 2014 - Present
BlackRock April 2013 - November 2014
S&P Capital IQ May 2012 - April 2013
Pace University October 2011 - May 2012
Mediobanca June 2011 - September 2011
L.J. Altfest & Co August 2010 - June 2011
AXA Advisors June 2010 - August 2010
Pace University January 2010 - July 2010
Skills
Excel, Bloomberg, PowerPoint, Morningstar, Microsoft Excel, Thompson One, Thomson One, Capital IQ, EDGAR filings, Corporate Finance, Fixed Income, Asset Managment, Portfolio Management, Financial Reporting, Rebalancing, Procurement, Asset Management, Financial Modeling, Bloomberg Terminal, Finance, Investments, Market Research
Education
Pace University - Lubin School of Business 2009 — 2012
MBA, Finance - Investment Management, Overall GPA: 3.9/4.0
University of Applied Sciences Bremerhaven 2005 — 2009
BS, Business Management
CreditEase 2012 - Present
L.J. Altfest & Co 2006 - 2011
Pace University September 2004 - August 2006
Skills
Investment Strategies
Education
Cornell University
M.S., Mathematics
Northwestern University
Ph. D., Finance
Peking University
B.S., Mathematics
理科班
L.J. Altfest & Co December 2010 - Present
Pace University September 2008 - December 2008
Education
Pace University - Lubin School of Business 2008 — 2012
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY