Massey Quick & Co., LLC

Description

Address: 360 Mt Kemble Ave suite 5, Morristown, NJ 07960 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (973) 525-1000Place name: : : : Website: : : Category: : Website: http://www.mqsadvisors.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 a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Massey Quick Simon & Co., LLC Posting publicly on the Web Write a review Reviews Be the first to review From Massey Quick Simon & Co., LLC Unable to add this file. Please check that it is a valid photo. "Massey Quick Simon (“MQS”) is an independent registered investment advisor (RIA) offering customized integrated financial planning and investment solutions. We work with clients to develop highly customized financial and investment solutions and act...More "Massey Quick Simon (“MQS”) is an independent registered investment advisor (RIA) offering customized integrated financial planning and investment solutions. We work with clients to develop highly customized financial and investment solutions and act as a central resource for coordinating all aspects of your financial picture."

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Massey Quick & Co., LLC Employees

Employee
Years
Job
Industry
Nikita Bedi Nikita Bedi New York, New York Details
Nikita Bedi's Massey Quick & Co., LLC Experience September 2014 - Present
Job Client Relationship Analyst at Massey Quick & Co., LLC
Industry Financial Services
Experience
Massey Quick & Co., LLC   September 2014 - Present
Wellington Management  June 2013 - May 2014
MFS Investment Management  July 2012 - January 2013
Snap Fitness 24/7  June 2010 - December 2011

Skills
Microsoft Office, Social Media, Financial Analysis, Outlook, Strategic Planning, Marketing Strategy, PowerPoint, Access, Microsoft Word, Budgets, Bloomberg, Sales Management, Account Management

Education
Northeastern University   2009 — 2014
Bachelor’s Degree, Finance and Marketing with a minor in International Affairs

Matt Klarberg Matt Klarberg Greater New York City Area Details
Matt Klarberg's Massey Quick & Co., LLC Experience September 2008 - December 2009
Job VP at Monarch Wealth & Business Management, LLC
Industry Financial Services
Experience
Monarch Wealth & Business Management, LLC   January 2010 - Present
Massey Quick & Co., LLC   September 2008 - December 2009
Guggenheim Partners  January 2007 - August 2008

Skills
Alternative Investments, Investment Management, Fund Of Funds, High Net Worth..., Social Media, Financial Modeling, Strategic Planning, Investment Banking, Private Equity, Hedge Funds, Marketing, Tax Advisory, Sports Marketing, Entertainment Industry, Motorsports, Branding & Identity, Portfolio Management, Asset Allocation, Investments

Education
Indiana University Bloomington   2002 — 2006
Finance, Sports Communication

Jacqueline Garavente Jacqueline Garavente New York, New York Details
Jacqueline Garavente's Massey Quick & Co., LLC Experience June 2011 - August 2011
Job Data Analysis at Dataminr, Inc.
Industry Information Technology and Services
Experience
Dataminr, Inc.   June 2015 - Present
IBM  June 2013 - June 2015
IBM  June 2012 - August 2012
Massey Quick & Co., LLC   June 2011 - August 2011

Skills
Strategy, Business Strategy, Python, Analytics, Business Transformation, Consulting, Research, Program Management, Advanced Analytics, Watson, Social Media, Data Analysis, Management Consulting, Microsoft Excel, Management, Leadership, Project Management

Education
New York University   2011 — 2013
Bachelor's degree, Gallatin School: Economic Development

Oak Knoll   2003 — 2009

Greg Sperrazza Greg Sperrazza Greater New York City Area Details
Greg Sperrazza's Massey Quick & Co., LLC Experience May 2009 - August 2009
Job Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan   July 2013 - Present
J.P. Morgan   July 2010 - July 2013
Massey Quick & Co., LLC   May 2009 - August 2009

Skills
Equities, Bloomberg, Financial Modeling, Series 7, Hedge Funds, Equity Research, Fixed Income, Private Equity, Investments, Asset Management, Portfolio Management, Due Diligence, Wealth Management, Electronic Trading, Alternative Investments

Education
Georgetown University   2015 — 2017
Masters (Candidate), Real Estate

Saint Lawrence University   2006 — 2010
Bachelor of Arts (BA), Global Studies

Delbarton School   2000 — 2006

Katie Sisk Katie Sisk Washington D.C. Metro Area Details
Katie Sisk's Massey Quick & Co., LLC Experience May 2012 - August 2012
Job Contract Specialist at the Office of Naval Research
Industry Defense & Space
Experience
Office of Naval Research  September 2013 - Present
Massey Quick & Co., LLC   May 2012 - August 2012

Skills
Government Contracting, Contract Negotiation, Contract Management, Government, Data Analysis, Research, Security Clearance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Economics, Social Media

Education
Marymount University   2015 — 2017
Master of Business Administration (M.B.A.)

University of Virginia   2009 — 2013
Bachelor of Arts (BA), Economics

Ally Carr Ally Carr Greater New York City Area Details
Ally Carr's Massey Quick & Co., LLC Experience September 2011 - November 2011
Job Account Executive at National Hockey League
Industry Marketing and Advertising
Experience
National Hockey League  January 2014 - Present
National Hockey League  November 2011 - January 2014
Massey Quick & Co., LLC   September 2011 - November 2011
Massey Quick & Co., LLC   August 2011 - September 2011
Newport and Bristol County Convention and Visitors Bureau   February 2011 - May 2011
The Chanler at Cliff Walk  June 2010 - October 2010
Skate for Joy   September 2009 - February 2010
LeadDog Marketing Group  May 2009 - August 2009

Skills
Marketing, Event Planning, Organization, PowerPoint, Microsoft Excel, Social Media, Social Media Marketing, Event Management, Microsoft Office, Customer Service, Public Relations, Advertising, Microsoft Word, Marketing Strategy, Sales, Social Networking, Marketing Communications, Fundraising, Budgets, Leadership, Nonprofits, Hospitality, Management, Sports Marketing

Education
Salve Regina University   2010 — 2011
MBA, Marketing

The American University of Rome   2010 — 2010
Study Abroad, Sales Management; Digital Imaging

Salve Regina University   2006 — 2010
B.S., Marketing, Sports Management, Business Administration

The Taft School   2003 — 2006

Nicholas Woodhull Nicholas Woodhull Greater New York City Area Details
Nicholas Woodhull's Massey Quick & Co., LLC Experience September 2012 - May 2013
Job Financial Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  June 2013 - Present
Massey Quick & Co., LLC   September 2012 - May 2013
Tinari Economics Group (TEG)   May 2012 - August 2012
Morgan Stanley Smith Barney  July 2011 - January 2012

Skills
Hold Series 7, Series 66

Education
Fairleigh Dickinson University   2009 — 2013
Bachelor of Science (BS), Finance

Sonia Morales Sonia Morales Springfield, New Jersey Details
Sonia Morales's Massey Quick & Co., LLC Experience September 2014 - December 2014
Job Client Service Associate at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors  January 2015 - Present
Massey Quick & Co., LLC   September 2014 - December 2014
Asset Planning Services, Ltd.   May 2014 - August 2014
Mid Atlantic Resource Group  November 2013 - May 2014
Global Financial Services  May 2013 - May 2014

Education
William Paterson University of New Jersey   2012 — 2014
Bachelor of Science, Financial Planning & Business Management

Union County College   2009 — 2012

Kevin Mjaatvedt Kevin Mjaatvedt New York, New York Details
Kevin Mjaatvedt's Massey Quick & Co., LLC Experience May 2010 - August 2010
Job Associate, Institutional Equity Sales
Industry Financial Services
Experience
RBC Capital Markets  August 2011 - Present
St.Bonaventure University Students in Money Management (SIMM)   January 2009 - June 2011
Massey Quick & Co., LLC   May 2010 - August 2010
Hersha Hospitality  May 2009 - August 2009

Skills
Equity Valuation, Bloomberg, Excel, Portfolio Management, Valuation, Modeling, Hedge Funds, Fixed Income, Derivatives, Microsoft Excel, Equities, Mutual Funds

Education
Saint Bonaventure University   2007 — 2011
B.B.A, Finance and Accounting

Daniel L. Tzonev, CFA® Daniel L. Tzonev, CFA® Greater Chicago Area Details
Daniel L. Tzonev, CFA®'s Massey Quick & Co., LLC Experience January 2005 - June 2007
Job Senior Consultant at Altair Advisers LLC
Industry Investment Management
Experience
Altair Advisers  July 2007 - Present
Massey Quick & Co., LLC   January 2005 - June 2007

Education
The College of Wooster   2001 — 2004
BA, Business Economics, Mathematics, Magna Cum Laude

Andrew J. Massey Andrew J. Massey Greater New York City Area Details
Andrew J. Massey's Massey Quick & Co., LLC Experience 2009 - 2011
Job Research Analyst at Beacon Trust Company
Industry Investment Management
Experience
Beacon Trust Company  June 2012 - Present
Massey Quick & Co., LLC   2009 - 2011

Skills
Bloomberg Terminal, Financial Modeling, Fixed Income Analysis, Investment Management, Hedge Funds, Alternative Investments, Fixed Income Portfolio..., Fixed Income Strategies, Fixed Income, Index Funds, Financial Analysis, Finance, ETFs, Equities, Equity Research

Education
Hobart College   2008 — 2012

Delbarton School   2004 — 2008

Bill Murphy, CAIA Bill Murphy, CAIA Greater New York City Area Details
Bill Murphy, CAIA's Massey Quick & Co., LLC Experience August 2011 - June 2015
Job Director, Capital Introductions at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  June 2015 - Present
Massey Quick & Co., LLC   August 2011 - June 2015
Northern Trust Corporation  July 2010 - August 2011
Shepherd Kaplan LLC  October 2005 - July 2010
Brown Brothers Harriman  2004 - 2005

Skills
Asset Management, Hedge Funds, Investments, Alternative Investments, Equities, Private Equity, Fund Of Funds, Investment Management, Wealth Management, Asset Allocation, Due Diligence, Investment Advisory, Fund Accounting, Financial Services, Valuation, Management, Operations Management

Education
Southern New Hampshire University   2000 — 2003
Business Administration / 3Year Honors Degree Program (B.S.), Business Management

Kevin Prior Kevin Prior Greater New York City Area Details
Kevin Prior's Massey Quick & Co., LLC Experience May 2012 - August 2012
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citi  June 2014 - Present
Citi  June 2013 - August 2013
Massey Quick & Co., LLC   May 2012 - August 2012
Operation Smile  September 2007 - May 2010

Skills
Valuation, Corporate Finance, PowerPoint, Microsoft Excel, Graphic Design, Microsoft Word, Microsoft Powerpoint, Photoshop, Digital Photography

Education
Georgetown University - The McDonough School of Business   2010 — 2014
BSBA, Finance and Operations & Information Management (OPIM)

University College Dublin   2012 — 2012
Quinn School of Business

Delbarton High School   2006 — 2010

Daniel Weitz Daniel Weitz Greater New York City Area Details
Daniel Weitz's Massey Quick & Co., LLC Experience January 2014 - Present
Job Financial Planner & Investment Advisor at Massey Quick & Co., LLC
Industry Financial Services
Experience
Massey Quick & Co., LLC   January 2014 - Present
Massey Quick & Co., LLC   January 2013 - December 2013
Massey Quick & Co., LLC   March 2011 - December 2012
Level 3 Communications  May 2010 - August 2010
RegentAtlantic Capital, LLC  June 2007 - January 2009

Skills
Portfolio Management, Investments, Alternative Investments, Asset Allocation, Wealth Management, Investment Management, Hedge Funds

Education
Rutgers Business School   2009 — 2011
MBA, Finance

University of Maryland College Park   2004 — 2007
B.S., Psychology

Andrew Malloy Andrew Malloy Englewood, Colorado Details
Andrew Malloy's Massey Quick & Co., LLC Experience February 2011 - January 2012
Job Member Board of Advisors at FlexBorrow
Industry Media Production
Experience
FLEXborrow LLC   January 2014 - Present
Quixotic Endeavors LLC   June 2011 - Present
754 Fith Avenue Associates, LP   January 1993 - Present
Monument Capital Group   January 2012 - June 2012
Massey Quick & Co., LLC   February 2011 - January 2012
Shepherd Kaplan LLC  February 2009 - September 2010

Skills
Research, Strategic Planning, PowerPoint, Microsoft Excel, Public Speaking, Alternative Investments, Private Equity, Venture Capital, Hedge Funds, Due Diligence, Microsoft Word, Customer Service, English, Windows, Outlook, Photoshop, Teaching, HTML, Budgets, Investments, Finance, Asset Management, Leadership, Asset Allocation, Mutual Funds, Start-ups, Portfolio Management, Sales, Business Strategy, Marketing Strategy, Financial Modeling, Equities, Marketing, Wealth Management, BODs and Audit/Comp...

Education
Harvard Business School   1997 — 1997
N/A, professional Services

Villanova University   1977 — 1979
Bachelor of Arts (B.A.), Psychology

Thomas Pignatello Thomas Pignatello New Brunswick, New Jersey Details
Thomas Pignatello's Massey Quick & Co., LLC Experience September 2015 - Present
Job Wealth Management Intern at Massey Quick & Co., LLC
Industry Financial Services
Experience
Massey Quick & Co., LLC   September 2015 - Present
JPMorgan Chase & Co.   June 2015 - August 2015
CMB General Contractors, Inc   June 2014 - August 2014
Radwell International  May 2013 - August 2013
Braddock’s Tavern  January 2013 - May 2013
Medford Leas Continuing Care Retirement Community   September 2010 - May 2013

Skills
Leadership, Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Teamwork, Microsoft Word, Time Management, PowerPoint, Negotiation, Social Media, Research, Management, Project Management, Business Process..., SharePoint

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2013 — 2016
B.S., Supply Chain Management, GPA: 3.67

Rowan College at Burlington County   2013 — 2013
B.A, Finance, GPA: 3.60

University of Rhode Island   2012 — 2012
B.A, Finance, GPA: 3.83

Miranda Previte Miranda Previte Greater New York City Area Details
Miranda Previte's Massey Quick & Co., LLC Experience January 2014 - May 2014
Job Research Analyst at Prudential Real Estate Investors
Industry Investment Management
Experience
Prudential Real Estate Investors  July 2015 - Present
Rutgers University  August 2012 - May 2015
Prudential Real Estate Investors  June 2014 - August 2014
Massey Quick & Co., LLC   January 2014 - May 2014
Domain Computer Services  June 2013 - December 2013
Rutgers University  August 2012 - December 2012
Morris Animal Inn  June 2010 - August 2012

Skills
Team Leadership, Communication, Time Management, Organization, Multi Tasking, Teamwork, Customer Service, Microsoft Office, Management, PowerPoint, Microsoft Excel, Data Entry, Office Administration, ConnectWise, Sales, Microsoft Word, Telephone Skills, Outlook, Leadership, Statistics, Critical Thinking, Editing, Administrative..., Data Analysis, Access, Administration, Breakfast, Eggs, Beatboxing

Education
Rutgers, The State University of New Jersey-New Brunswick   2011 — 2015
Bachelor's degree, Economics

Emily Drinkwater Emily Drinkwater Bernardsville, New Jersey Details
Emily Drinkwater's Massey Quick & Co., LLC Experience May 2013 - August 2013
Job Corporate Finance Legal Assistant at Sullivan & Cromwell LLP
Industry
Experience
Sullivan & Cromwell LLP  June 2014 - Present
Hamilton College  January 2013 - September 2013
Massey Quick & Co., LLC   May 2013 - August 2013
XL Group  May 2012 - August 2012

Skills
Microsoft Excel, Leadership, Research

Education
Hamilton College   2010 — 2014
Bachelor of Arts (B.A.), World Politics and Hispanic Studies

Centro Universitario de Estudios Hispánicos de Hamilton   2012 — 2012

Hotchkiss School   2007 — 2010

Emily Maher Emily Maher Greater New York City Area Details
Emily Maher's Massey Quick & Co., LLC Experience April 2014 - Present
Job Relationship Management Analyst
Industry Financial Services
Experience
Massey Quick & Co., LLC   April 2014 - Present
Ipreo  June 2012 - April 2014
Bentley University  August 2011 - May 2012
Bentley University  September 2008 - May 2012
NAPW  July 2011 - August 2011
Bentley University  August 2009 - May 2011
Winslow Therapeutic Riding Center   July 2010 - August 2010

Skills
Financial Analysis, Economics, Management, Microsoft Office, Business Planning, Bloomberg, Marketing, Public Speaking, Microsoft Excel, Investments, Time Management, Research, FactSet, Capital IQ, ThomsonOne

Education
Bentley University   2008 — 2012
Bachelor of Science (B.S.), Economics Finance, 3.67

Maura Quick Maura Quick Basking Ridge, New Jersey Details
Maura Quick's Massey Quick & Co., LLC Experience May 2013 - June 2013
Job Member Representative at Lawyer.com
Industry Marketing and Advertising
Experience
Lawyer.com  December 2014 - Present
University of Richmond  January 2013 - July 2014
Sirius XM Radio Inc.  June 2013 - August 2013
Massey Quick & Co., LLC   May 2013 - June 2013
Susan G. Komen for the Cure, North Jersey Affliate   July 2012 - August 2012
Massey Quick & Co., LLC   December 2011 - January 2012

Skills
Social Media, Public Relations, Marketing, Editing, Public Speaking, Microsoft Office, Sales, Facebook, Event Planning, Fundraising, Leadership

Education
University of Richmond   2010 — 2014
Bachelor's degree, Rhetoric and Communication Studies, 3.05

Oak Knoll School   2006 — 2010

Dan Caputo Dan Caputo Greater New York City Area Details
Dan Caputo's Massey Quick & Co., LLC Experience August 2010 - May 2012
Job Vice President at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank  March 2015 - Present
Silicon Valley Bank  May 2012 - Present
Massey Quick & Co., LLC   August 2010 - May 2012
Excelsior Realty Services   October 2008 - April 2009
Merrill Lynch  January 2008 - July 2008

Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Advertising, Social Media Marketing, Facebook, Customer Service

Education
New York University   2006 — 2010
Bachelor of Arts (BA), Marketing

Delbarton   2002 — 2006

Craig Heckman Craig Heckman New York, New York Details
Craig Heckman's Massey Quick & Co., LLC Experience July 2014 - March 2015
Job Media Strategy at OMD USA
Industry Marketing and Advertising
Experience
OMD USA  March 2015 - Present
Massey Quick & Co., LLC   July 2014 - March 2015
CEB  November 2013 - July 2014
Dell  May 2013 - November 2013
Open Minds  December 2012 - May 2013

Skills
Sales Operations, Management, Salesforce.com, Enterprise Software, Account Management, Channel Partners, Software Industry, CRM, Strategic Software, Sales, Data Analysis, Leadership, Proposal Writing, Strategy, Lead Generation, Business Development

Education
Gettysburg College   2009 — 2013
Bachelor of Arts, English

Souderton Area HS   2006 — 2009
Diploma

Darcy O'Brien Darcy O'Brien Greater New York City Area Details
Darcy O'Brien's Massey Quick & Co., LLC Experience February 2015 - Present
Job Vice President, Head of Marketing and Communications at Massey Quick & Co., LLC
Industry Financial Services
Experience
Massey Quick & Co., LLC   February 2015 - Present
Select Equity Group, L.P.   March 2014 - January 2015
Massey Quick & Co., LLC   December 2011 - March 2014
Aspiriant  March 2008 - November 2011
Aspiriant  March 2008 - June 2010
Concepts TV   August 2007 - January 2008
Priority Films  December 2005 - February 2006

Skills
Investments, Critical Thinking, Strategic Financial..., Strategy, Wealth Management, Equities, Customer Service, Leadership, Management, Private Equity, Financial Analysis, Microsoft Excel, Accounting, Investment Management, Mutual Funds

Education
Bucknell University   2005 — 2007
Degree: Bachelor of Arts, English & Sociology

Bucknell University   2004 — 2007
Bachelor of Arts, Sociology and English

James Cook University   2006 — 2006
BA, English & Sociology

Joanne Pace Joanne Pace Greater New York City Area Details
Joanne Pace's Massey Quick & Co., LLC Experience October 2014 - Present
Job Independent Board Director and Senior Advisor
Industry Financial Services
Experience
Horizon Blue Cross Blue Shield of New Jersey  November 2012 - Present
OppenheimerFunds  November 2012 - Present
The Alberleen Group LLC   March 2012 - Present
Massey Quick & Co., LLC   October 2014 - Present

Skills
Board of Director..., Corporate Governance, Hedge Funds, Alternative Investments, Asset Management, Capital Markets, Financial Markets, Fund Of Funds, Investment Advisory, Financial Management...

Education
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General, MBA

Fairfield University
Bachelor's degree, Accounting

Frederick Storz Frederick Storz Greater New York City Area Details
Frederick Storz's Massey Quick & Co., LLC Experience July 2007 - March 2011
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  March 2011 - Present
Massey Quick & Co., LLC   July 2007 - March 2011
Delbarton School  June 2004 - June 2007
UMDNJ  November 2001 - June 2004
Allen & Co.   2000 - 2000

Skills
Alternative Investments, Hedge Funds, Valuation, Investments, Fixed Income, Investment Management, Asset Allocation, Strategic Financial..., Due Diligence, Portfolio Management, Private Equity, Equities, Asset Managment, Bloomberg, Financial Modeling, Asset Management, Equity Research

Education
Williams College   1997 — 2001
Political Science, Finance

Deerfield Academy   1996 — 1997

Bill Supper Bill Supper Greater New York City Area Details
Bill Supper's Massey Quick & Co., LLC Experience 2004 - 2008
Job Senior Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  October 2008 - Present
Massey Quick & Co., LLC   2004 - 2008
Goldman Sachs  1995 - 2004
Price Waterhouse Coopers  1990 - 1994

Education
Fordham Gabelli School of Business   1992 — 1996
MBA

Fordham University   1986 — 1990
BA, Economics

Douglas J. Shiver Douglas J. Shiver New York, New York Details
Douglas J. Shiver's Massey Quick & Co., LLC Experience May 2009 - September 2009
Job RSA, The Security Division of EMC
Industry Computer Software
Experience
RSA, The Security Division of EMC  August 2015 - Present
US Trust  September 2010 - August 2015
Massey Quick & Co., LLC   May 2009 - September 2009
UBS  May 2008 - September 2008

Skills
Equities, Alternative Investments, Due Diligence, Microsoft Excel, Financial Markets, PowerPoint, Research, Microsoft Office, Relationship Management, Sales, Financial Modeling, Equity Research, Asset Management, Mutual Funds, Credit, Microsoft Word, Bloomberg, Business Development, Fixed Income, Hedge Funds, Investments, Program Management, Valuation, Strategic Planning, Portfolio Management, Finance, Asset Allocation, Financial Analysis, Capital Markets, Private Equity, Lacrosse, Islands, Bird Watching, Bug Tracking, Water Survival, Snow Removal, Animal Husbandry

Education
Hobart and William Smith Colleges   2006 — 2010
Bachelor's degree, Political Science and Government

Delbarton   2000 — 2010
High School Diploma

Brian Goodwine Brian Goodwine Wilmington, Delaware Details
Brian Goodwine's Massey Quick & Co., LLC Experience February 2013 - April 2013
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock  April 2013 - Present
Massey Quick & Co., LLC   February 2013 - April 2013
Sandoz (Novartis subsidiary)   September 2012 - February 2013
United Lacrosse   October 2011 - November 2011
Universal Lacrosse  May 2010 - July 2010
Allentown (NJ)/ Upper Freehold Youth Lacrosse   December 2007 - February 2008
American Red Cross  2007 - 2008

Skills
Problem Solving, Critical Thinking, PowerPoint, Microsoft Excel, Microsoft Office, Research, Customer Service, Social Media, WACC, CAPM, Black-Scholes, Investment Portfolio, Strategic Financial..., Financial Risk, Financial Markets, Investment Strategies, Personal Finance, Sports Coaching, Teamwork

Education
Fairleigh Dickinson University   2010 — 2012
Bachelor's degree, Business Finance, Recent Graduate

Pace University   2008 — 2010
Business Finance

Tashwinder Cheema Tashwinder Cheema Greater New York City Area Details
Tashwinder Cheema's Massey Quick & Co., LLC Experience August 2011 - January 2012
Job Senior Research Analyst at Kaul Advisory Group
Industry Financial Services
Experience
Kaul Advisory Group   January 2012 - Present
Massey Quick & Co., LLC   August 2011 - January 2012
The Rockport Company  October 2010 - June 2011

Skills
Strategic Financial..., Market Research, Consensus Building

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2007 — 2012
Bachelor's of Science, Accounting

Courtney Rohrbacker Courtney Rohrbacker Gladstone, New Jersey Details
Courtney Rohrbacker's Massey Quick & Co., LLC Experience May 2014 - Present
Job Analyst Intern at Massey Quick & Co., LLC
Industry Higher Education
Experience
Massey Quick & Co., LLC   May 2014 - Present
Smart Woman Securities Gettysburg Chapter   April 2013 - Present
Gettysburg College Panhellenic Council   January 2013 - Present
Gettysburg College  August 2011 - Present
Rendleman Family   June 2013 - August 2013
Gettysburg College  April 2013 - August 2013
Atlantic Casting & Engineering Corp.   May 2012 - July 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Matlab, Wolfram Mathmatica, JavaScript, Budgets, Nonprofits, Leadership

Education
Gettysburg College   2011 — 2015
Bachelor of Science (BS), Mathematical Economics

Villa Walsh Academy   2007 — 2011