Matrix Asset Advisors
Address: 10 Bank St #590, White Plains, NY 10606 Phone: (212) 486-2004: Hours: Category: Website: : Place name: : : : : Website: http://www.matrixassetadvisors.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 Matrix Asset Advisors Inc Posting publicly on the Web Write a review Reviews 1 Google review
Matrix Asset Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Matrix Asset Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Matrix Asset Advisors Employees
uFinancial Group April 2013 - Present
St. Luke Simpson Preschool August 2009 - May 2011
McNeese State University September 2001 - January 2004
Bald Head Island Limited July 1999 - August 2001
Matrix Asset Advisors July 1995 - March 1999
KeyCorp Mortgage Inc January 1993 - June 1995
Skills
Project Management, Strategic Planning, Leadership, Microsoft Office, Program Management
Education
McNeese State University 2002 — 2004
Master of Education (MEd), Elementary Education and Teaching
State University of New York College at Brockport 1988 — 1992
Bachelor of Arts (B.A.), International/Global Studies
UBS January 2015 - Present
Standish Mellon Asset Management January 2014 - Present
Matrix Asset Advisors May 2013 - July 2013
New York Wizards November 2008 - April 2012
The Big 3 on 3 Basketball Tournament August 2008 - August 2011
Town of Huntington Playground Group Camp 2008 - 2011
Town of Huntington Playground Group Camp 2008 - 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Facebook, Project Planning, Accounting, Budgets, Ticket Sales, Social Media, Public Speaking, Microsoft Office, Fundraising, Customer Service, Event Management, Research, Teamwork
Education
Northeastern University 2012 — 2016
Bachelor’s Degree, Finance and Entrepreneurship, 3.45
KPMG US July 2015 - Present
Study Abroad Apartments LLC September 2014 - December 2014
Maryland Sports Properties August 2014 - December 2014
The Sports Academy June 2014 - August 2014
16W Marketing, LLC May 2014 - August 2014
Cumulus Media January 2014 - January 2014
MWW June 2013 - August 2013
Minitec Corporation July 2012 - August 2012
Matrix Asset Advisors June 2012 - July 2012
JCC MetroWest June 2012 - July 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Marketing, Marketing Communications, Sales, Research, Microsoft Office, Public Speaking, Facebook, Teamwork, Leadership, Social Media Marketing, Social Networking, Finance, Event Management, Financial Analysis, Strategy, Public Relations
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance and Marketing
Millburn High School 2007 — 2011
Contamar Shipping Corp September 2006 - Present
Matrix Asset Advisors 2000 - 2006
Price Waterhouse Coopers 1998 - 2000
Education
Iona College 1994 — 1998
Finance
ALICE - Hospitality Operations Platform 2015 - Present
Kid Car NY, LLC 2010 - Present
Compliance Science 2014 - 2015
Advent Software 2006 - 2013
east circle solutions, inc. 2003 - 2006
Advent Europe Ltd. 2001 - 2002
Goldman Sachs 2000 - 2001
Advent Software 1995 - 1999
Matrix Asset Advisors 1993 - 1995
Birinyi Associates, Inc. 1992 - 1993
Skills
Mergers, Business Strategy, Investments, Software Development, Software Sales, Product Management, Problem Solving, Process Improvement, Microsoft Technologies, Ruby on Rails, Market Analysis, Salesforce.com, CRM, Asset Managment, Microsoft SQL Server, Start-ups, Cloud Computing, Integration, Product Marketing, Strategy, Management, Agile Methodologies, Product Development, SaaS, Executive Management, Enterprise Software, Strategic Partnerships, Sales, Asset Management
Education
University of Nebraska-Lincoln 1988 — 1992
BS, Finance, Economics
Matrix Asset Advisors April 2003 - Present
Schwab Institutional August 1998 - December 2002
Charles Schwab 1997 - 1998
Skills
Customer Service, Series 7, Investment Advisory, Electronic Payments, Mutual Funds, Financial Markets, Securities, Investments
Education
State University of New York at New Paltz 1993 — 1997
University at Albany, SUNY 1993 — 1997
Matrix Asset Advisors 1999 - Present
Matrix Asset Advisors October 1995 - 1999
Warren Gorham & Lamont 1993 - October 1995
Skills
Equities, Securities, Bloomberg, Investments, Financial Markets
Education
State University of New York College at Oneonta 1988 — 1992
BS, Business Economics
Interactive Brokers Group July 2014 - Present
Rhino Trading Partners, LLC February 2014 - July 2014
Miller Tabak March 2008 - February 2014
Dreman Value Management June 2006 - February 2008
Bank One Investment Advisors October 1999 - October 2004
Matrix Asset Advisors February 1996 - October 1999
Education
ohio wesleyan 1986 — 1989
BA, Politics & Government
Ohio Wesleyan University 1984 — 1989
BA, Politics & Government
scarsdale high school 1978 — 1982
Skidmore College
Matrix Asset Advisors September 2009 - Present
Bernstein Global Wealth Management June 2007 - December 2008
Bank of New York Mellon 2003 - 2007
AllianceBernstein September 1999 - May 2003
Skills
Asset Management, Asset Managment, Equities, Asset, Alternative Investments, Hedge Funds, Asset Allocation, Investments, Investment Management, Fixed Income, Portfolio Management, Mutual Funds, Wealth Management, Securities, Investment Advisory, Investment Strategies, Financial Analysis, Series 7
Education
University of California, Berkeley, Haas School of Business 1973 — 1977
MBA, Marketing Management
University of Missouri-Columbia 1967 — 1972
BS, Industrial Engineerig
Barnes and Noble June 2009 - Present
Garel Stamp Industries February 2010 - July 2010
Matrix Asset Advisors June 2008 - August 2008
Eisenhower Park July 2006 - August 2006
Education
State University of New York at Buffalo - School of Management 2005 — 2009
B.S, Finance
UNIVERSITY AT BUFFALO
Bachelor of Science, Business Administration; Finance concentration
Folger Hill Asset Management January 2015 - Present
Pennant Capital Manangement February 2010 - December 2014
Breeden Capital Management LLC February 2006 - January 2010
Matrix Asset Advisors June 2002 - January 2006
Skills
Hedge Funds, Private Equity, Alternative Investments, Equities, Valuation, Equity Research, Asset Management, Financial Modeling, Investments, Due Diligence, Investment Banking, Portfolio Management, Venture Capital, Asset Allocation
Education
Union College 1998 — 2002
BA, Economics
HSBC/First Niagara Bank February 2012 - Present
Barrett Associates, Inc. May 2006 - November 2010
Barry Financial Group July 2004 - November 2005
Matrix Asset Advisors April 2000 - June 2003
The Hospital for Special Surgery May 1993 - December 1999
Skills
Exceptional organization, Outstanding client..., Microsoft Word, PowerPoint, Excel, Advent / Moxy, Junxure, Access, Calendar Planning, Handle Multiple Projects, Outstanding time..., Retail, Microsoft Office, Customer Service, Time Management, Software Documentation, Payroll, Microsoft Excel
Education
Hunter College
Psychology
Queensborough Community College
Psychology
The Mom Connection August 2012 - Present
St. Joseph School December 2011 - August 2012
South Kent School April 2008 - August 2010
Offie Team January 2007 - April 2008
The Powderhorn Agency January 2006 - January 2007
USI Insurance Services August 2004 - January 2005
OfficeTeam August 2001 - August 2004
Matrix Asset Advisors October 1999 - August 2001
College Hoops Today October 1997 - October 1999
Virginia Economic Development Partnership January 1997 - October 1997
Skills
Social Media Marketing, Marketing Communications, Digital Marketing, Public Relations, Publishing, Economic Development, Promotions, Event Management, Corporate Communications, Sports Marketing
Education
Mount Saint Mary College 1990 — 1993
B.A. Communication Arts, Marketing/Marketing Management, General, 3.5