LLBH Private Wealth Management LLC
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LLBH Private Wealth Management LLC Employees
The Honest Company June 2015 - Present
Martial Arts Family Fitness February 2015 - June 2015
Beck Media & Marketing June 2014 - February 2015
Chapman University 2009 - May 2014
Bolt Public Relations January 2013 - May 2013
LLBH Private Wealth Management LLC May 2010 - August 2012
Skills
Social Media, Salesforce.com, Instagram, Communication, Organization, Event Planning, Charity Work, Promotions, Netx360, Financial Audits, Digital Photography, Salesforce Training, Blogger, Twitter, Cashiering, General Office Skills, Specialty Events, Tumblr, Federal Funding, Communication Skills, Public Speaking, Public Relations, Writing, Time Management, Entertainment, Pinterest, Facebook, Microsoft Office
Education
Chapman University 2009 — 2014
Bachelor of Arts (BA), Communication, English
Staples High School 2006 — 2009
Commonfund Capital Inc. May 2015 - Present
LLBH Private Wealth Management LLC June 2014 - August 2014
Commonfund May 2013 - August 2013
The Nature Conservancy August 2009 - July 2013
Education
Duke University 2013 — 2017
Bachelor of Science (BS), Economics
Altius Associates July 2015 - Present
IC Securities, Ltd. June 2014 - June 2014
LLBH Private Wealth Management LLC May 2013 - July 2013
LLBH Private Wealth Management LLC May 2012 - August 2012
Skills
Marketing, Social Media, Microsoft Word, Microsoft Office, Facebook, Research, Event Planning, PowerPoint, Microsoft Excel, Bloomberg Terminal
Education
University of Richmond - Robins School of Business 2011 — 2015
Finance, Cum Laude
University of Sydney 2013 — 2013
Greenwich Academy 2008 — 2011
LLBH Private Wealth Management LLC May 2015 - Present
RBC Wealth Management August 2013 - April 2015
RBC Wealth Management June 2005 - July 2013
INTERINVEST Global Asset Management May 1993 - May 2005
Education
London School of Economics and Political Science 1992 — 1993
Master's Degree
McGill University 1989 — 1992
Bachelor's Degree
Focus Financial Partners August 2014 - Present
LLBH Private Wealth Management LLC June 2013 - August 2013
J Pepper Frazier Real Estate June 2010 - August 2012
Skills
Real Estate, Brokerage, Investment Properties, Selling, Sales, Residential Homes, Sellers, Investors, Foreclosures, Valuation, Economics, Real Estate Economics, Financial Modeling, Investments, Stata
Education
The George Washington University 2011 — 2014
Bachelor of Arts (B.A.), Economics
The Taft School 2008 — 2010
Fieldpoint Private 2014 - Present
LLBH Private Wealth Management LLC November 2012 - November 2014
Chronogram Corporation March 2006 - November 2012
PepsiCo August 2000 - February 2006
PepsiCo February 1998 - July 2000
PepsiCo July 1997 - February 1998
Bain & Company September 1992 - July 1997
First Boston Corporation July 1985 - June 1988
Skills
Wealth Management..., Estate Planning, Retirement Planning, Certified Financial..., Certified Divorce...
Education
Harvard Business School 1989 — 1992
Master of Business Administration (MBA)
Harvard Law School 1988 — 1992
Doctor of Law (JD)
Princeton University 1981 — 1985
Bachelor of Arts (BA), Woodrow Wilson School of International and Public Affairs
Google December 2014 - Present
Google June 2013 - December 2014
Citi June 2012 - August 2012
LLBH Private Wealth Management LLC June 2011 - August 2011
Westport Parks and Recreation June 2007 - August 2010
Skills
SQL, Systems Analysis, Databases, Oracle Application..., Google Analytics, Google Adwords, Analytics, Financial Analysis, Financial Modeling, Information Systems, Photoshop, Microsoft Office, Adobe Creative Suite, WordPress, Visual Basic, Marketing, Bloomberg Terminal, PPC, Online Advertising, Salesforce.com, Solution Selling, Social Media, Consultative Sales..., SEM, YouTube, Digital Marketing, Digital Video, comScore, Kantar
Education
Boston College - Carroll School of Management
BS, Finance, Information Systems
LLBH Private Wealth Management LLC October 2008 - Present
Merrill Lynch January 1998 - October 2008
Prudential Securities January 1985 - January 1995
Morgan Stanley Smith Barney January 1985 - January 1995
Education
Columbia University 1985 — 1997
Masters, Business Policy
University of Maine 1976 — 1981
BS, Wood Science and Technology
LLBH Private Wealth Management LLC October 2008 - Present
Merrill Lynch January 1998 - October 2008
E. F. Hutton & Co January 1987 - January 1998
Education
Certified Investment Management Analyst (CIMA)
Marist College
Wharton School of Management Center
LLBH Private Wealth Management LLC June 2009 - Present
LLBH Private Wealth Management LLC June 2009 - August 2010
SAC Capital Advisors February 2004 - December 2008
United States Beverage March 2002 - April 2004
Forrester Research January 2001 - February 2002
Millsport June 1996 - December 2000
Education
University of Connecticut 1992 — 1996
BA, Marketing and Communications
La Sorbonne, Paris, France 1994 — 1995
Semester Abroad, French Studies and Architecture
Deutsche Bank March 2015 - Present
LLBH Private Wealth Management LLC January 2014 - August 2014
Summer Street Advisors, LLC May 2013 - August 2013
Skills
Microsoft Excel,..., Microsoft Office, Social Media, Public Speaking, Market Research, Financial Modeling, Social Networking, Facebook, Lease Abstracts, Loans, Portfolio Management, Valuation, Proposal Writing, Report Writing, Investments, Leases
Education
Hobart and William Smith Colleges 2012 — 2016
Bachelor of Arts (B.A), Economics
New Canaan High School
LLBH Private Wealth Management LLC May 2015 - Present
LLBH Private Wealth Management LLC April 2015 - May 2015
LLBH Private Wealth Management LLC April 2014 - April 2015
Memorial Sloan Kettering Cancer Center March 2013 - April 2014
Memorial Sloan-Kettering Cancer Center August 2011 - March 2013
Education
Skidmore College 2007 — 2011
B.A., Neuroscience, Psychology
Focus Now Solutions August 2013 - Present
Merrill Lynch September 2012 - December 2012
Green Collar Talent January 2012 - March 2012
LLBH Private Wealth Management LLC May 2011 - August 2011
Skills
Social Media, Marketing, Sales, Salesforce.com, Financial Modeling, Financial Analysis, Marketing Strategy, Microsoft Excel, PowerPoint, Valuation, Economics, Microsoft Office, Teamwork, Investments, DCF, Bloomberg Terminal, International Economics
Education
Boston University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, Finance
Staples High School 2006 — 2009
LiveIntent, Inc. August 2015 - Present
LLBH Private Wealth Management LLC December 2014 - January 2015
Digitech Computer, Inc May 2014 - August 2014
eDataSource May 2013 - August 2013
Education
University of Maryland College Park 2011 — 2015
Bachelor’s Degree, Marketing
LLBH Private Wealth Management LLC July 2015 - Present
Wells Fargo Advisors January 2012 - June 2015
Carolina Panthers September 2011 - March 2014
Denver Broncos September 2010 - August 2011
CaridianBCT February 2011 - July 2011
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA
University of Southern California 2004 — 2009
USC Marshall School of Business 2004 — 2007
Bachelor's degree, Business Administration, Management and Operations
Xerox March 2014 - Present
Stroz Friedberg, LLC May 2011 - March 2014
Stroz Friedberg, LLC May 2011 - January 2012
LLBH Private Wealth Management LLC March 2010 - May 2011
Fairfield University September 2009 - January 2011
Skills
Data Analysis, Databases, Management, Troubleshooting, Training, Software Development, Business Process, Financial Analysis
Education
Fairfield University 2007 — 2011
Bachelor's degree, Finance and Information Systems
J.P. Morgan June 2012 - Present
JP Morgan June 2010 - June 2012
LLBH Private Wealth Management LLC February 2010 - May 2010
JPMorgan Chase June 2009 - August 2009
Prudential Financial May 2008 - December 2008
Skills
Microsoft Excel, Finance, Sales, Business Development, Budgets, Financial Forecasting, Software Documentation, Disaster Recovery, Invoicing, Financial Analysis, Bloomberg, Financial Modeling, Risk Management, PowerPoint, Project Management
Education
Fairfield University 2006 — 2010
Bachelor of Science, Finance, Economics
Universiteit Maastricht 2009 — 2009
Study Abroad, International Investments, International Business Strategy, Financial Economics, Network Economics
LLBH Private Wealth Management LLC March 2009 - Present
Skills
Series 7, Investments, Hedge Funds, Microsoft Excel, Marketing, Project Management, Salesforce.com, Microsoft Office, Outlook, Series 63, Series 66
Education
University of Michigan 2000 — 2005
Saks Fifth Avenue- Full Line & Saks.com October 2014 - Present
Saks Fifth Avenue- Full Line & Saks.com September 2013 - October 2014
Saks Fifth Avenue August 2012 - August 2013
Saks Fifth Avenue April 2011 - August 2012
Saks Fifth Avenue June 2010 - March 2011
Saks Fifth Avenue January 2010 - July 2010
LLBH Private Wealth Management LLC October 2008 - January 2010
Merrill Lynch May 2008 - October 2008
Skills
Buying, Business Strategy, Training, Merchandising, Fashion, Retail, Sales, Marketing, Microsoft Excel, Forecasting, Customer Service, Multi-channel Retail, Merchandise Planning, Advertising, Leadership
Education
Fairfield University 2007 — 2010
Bachelor of Science, Finance
The Charles F. Dolan School of Business 2007 — 2010
Bachelor of Science, Finance
Staples High School 2002 — 2006
Syracuse University
Syracuse University
Syracuse University
Syracuse University
Syracuse University
Syracuse University
Cowen Group, Inc. October 2014 - Present
Cowen and Company July 2014 - October 2014
Cowen and Company July 2011 - June 2014
Cowen and Company June 2010 - August 2010
LLBH Private Wealth Management LLC May 2009 - August 2009
Education
Bowdoin College 2007 — 2011
Bachelor's degree, Economics, Government
LLBH Private Wealth Management LLC January 2015 - Present
LLBH Private Wealth Management LLC March 2014 - January 2015
LLBH Private Wealth Management LLC September 2012 - March 2014
Altfest Personal Wealth Management September 2011 - July 2012
Skills
Estate Planning
Education
University of North Carolina School of Law 2008 — 2011
UNC Chapel Hill 2005 — 2008
Bachelor of Arts (B.A.), Economics