MD Sass
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MD Sass Employees
Employee
Years
Job
Industry
Sue Engstrom Sue Engstrom's MD Sass Experience December 2005 - June 2012
Job Executive Administrative Assistant
Industry Financial Services
Experience
Wright Ford Young & Co. January 2015 - April 2015
PRESIDIUM MEDICAL, INC. June 2013 - November 2013
MD Sass December 2005 - June 2012
MD SASS INVESTOR SERVICES, INC. November 2005 - June 2012
DALGLEISH CONSTRUCTION CO. September 2004 - October 2005
Champions International June 1999 - August 2004
Skills
Non-profits, Event Planning, Customer Retention, Community Outreach, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Nonprofits, Outlook, Account Reconciliation, Asset Managment, Bloomberg, Training, Customer Service, Recruiting, Sales, System Administration, Project Management, General Ledger, Marketing, Data Analysis, Social Networking, Leadership, Administrative..., Time Management, QuickBooks, Photography
Education
Trinity Lutheran College 1983 — 1986
Certificate, Biblical Studies
Wright Ford Young & Co. January 2015 - April 2015
PRESIDIUM MEDICAL, INC. June 2013 - November 2013
MD Sass December 2005 - June 2012
MD SASS INVESTOR SERVICES, INC. November 2005 - June 2012
DALGLEISH CONSTRUCTION CO. September 2004 - October 2005
Champions International June 1999 - August 2004
Skills
Non-profits, Event Planning, Customer Retention, Community Outreach, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Nonprofits, Outlook, Account Reconciliation, Asset Managment, Bloomberg, Training, Customer Service, Recruiting, Sales, System Administration, Project Management, General Ledger, Marketing, Data Analysis, Social Networking, Leadership, Administrative..., Time Management, QuickBooks, Photography
Education
Trinity Lutheran College 1983 — 1986
Certificate, Biblical Studies
Tanner Coyle Tanner Coyle's MD Sass Experience February 2015 - Present
Job Equity Analyst at M.D. Sass
Industry Investment Management
Experience
M.D. Sass February 2015 - Present
RBC Capital Markets February 2013 - January 2015
RBC Capital Markets July 2012 - February 2013
Carlson Funds Enterprise June 2011 - June 2012
RBC Capital Markets June 2011 - August 2011
Ameriprise Financial Services, Inc. June 2009 - December 2010
The Minnesota Daily January 2010 - May 2010
Sapphire Consulting September 2009 - December 2009
Skills
Financial Modeling, Data Analysis, Financial Analysis, Microsoft Excel, Equities, Finance, Microsoft Office, Investments, Equity Research, Trading, Leadership, Bloomberg, Valuation
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Bachelor's of Science, Business, Finance
Masarykova univerzita Ekonomicko-správní fakulta 2011 — 2011
Central European Studies
M.D. Sass February 2015 - Present
RBC Capital Markets February 2013 - January 2015
RBC Capital Markets July 2012 - February 2013
Carlson Funds Enterprise June 2011 - June 2012
RBC Capital Markets June 2011 - August 2011
Ameriprise Financial Services, Inc. June 2009 - December 2010
The Minnesota Daily January 2010 - May 2010
Sapphire Consulting September 2009 - December 2009
Skills
Financial Modeling, Data Analysis, Financial Analysis, Microsoft Excel, Equities, Finance, Microsoft Office, Investments, Equity Research, Trading, Leadership, Bloomberg, Valuation
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Bachelor's of Science, Business, Finance
Masarykova univerzita Ekonomicko-správní fakulta 2011 — 2011
Central European Studies
Zak Waddell Zak Waddell's MD Sass Experience July 2008 - July 2009
Job Executive Sales at Newpark Drilling Fluids
Industry Oil & Energy
Experience
Newpark Drilling Fluids April 2014 - Present
AIP Energy Inc. September 2013 - April 2014
The Bachelorette March 2013 - August 2013
AIP Energy Inc. March 2012 - March 2013
Alliance Drilling Fluids, LLC February 2011 - March 2012
Kona Ice February 2010 - January 2011
MD Sass July 2008 - July 2009
Fidelity Investments January 2007 - July 2008
United States Senate January 2006 - February 2007
Harvard Business School March 2003 - February 2004
Skills
Financial Industry..., Alliance Mud School – 3..., Investments, Finance, Sales, Hedge Funds, Securities, Petroleum, Oil/Gas, Drilling, Oilfield, Microsoft Office, Microsoft Excel, PowerPoint, Operations Management, Management, Analysis, Start-ups, Contract Negotiation, Business Planning, Business Development, Corporate Finance, Oil & Gas, Energy Industry, Gas
Education
The University of Dallas 2005 — 2007
Masters of Humanities, Philosophy and Religious Studies, 3.4
Texas A&M University 1999 — 2003
Bachelor of Science (BS), Psychology & English, 3.1
Newpark Drilling Fluids April 2014 - Present
AIP Energy Inc. September 2013 - April 2014
The Bachelorette March 2013 - August 2013
AIP Energy Inc. March 2012 - March 2013
Alliance Drilling Fluids, LLC February 2011 - March 2012
Kona Ice February 2010 - January 2011
MD Sass July 2008 - July 2009
Fidelity Investments January 2007 - July 2008
United States Senate January 2006 - February 2007
Harvard Business School March 2003 - February 2004
Skills
Financial Industry..., Alliance Mud School – 3..., Investments, Finance, Sales, Hedge Funds, Securities, Petroleum, Oil/Gas, Drilling, Oilfield, Microsoft Office, Microsoft Excel, PowerPoint, Operations Management, Management, Analysis, Start-ups, Contract Negotiation, Business Planning, Business Development, Corporate Finance, Oil & Gas, Energy Industry, Gas
Education
The University of Dallas 2005 — 2007
Masters of Humanities, Philosophy and Religious Studies, 3.4
Texas A&M University 1999 — 2003
Bachelor of Science (BS), Psychology & English, 3.1
Cameron McCully's MD Sass Experience June 2008 - September 2008
Job MBA Candidate at MIT Sloan School of Management
Industry Financial Services
Experience
EnerNOC June 2015 - July 2015
EnerNOC April 2014 - June 2015
EnerNOC July 2012 - April 2014
EnerNOC July 2010 - July 2012
Cornell University September 2006 - June 2010
State Street 2009 - 2009
MD Sass June 2008 - September 2008
Capital Crossing Servicing Company LLC June 2007 - August 2007
Skills
Data Analysis, Microsoft Excel, Financial Modeling, Portfolio Management, Financial Analysis, Business Strategy, Project Management, Microsoft Office, PowerPoint, Analysis, Strategic Planning, Public Speaking, Energy Management, Demand Forecasting, Demand Response, Salesforce.com, Process Engineering, Financial Forecasting, Guided Tours
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Cornell University 2006 — 2010
Bachelor of Science (B.S.), Applied Economics and Management
Friends Seminary 2002 — 2006
High School
EnerNOC June 2015 - July 2015
EnerNOC April 2014 - June 2015
EnerNOC July 2012 - April 2014
EnerNOC July 2010 - July 2012
Cornell University September 2006 - June 2010
State Street 2009 - 2009
MD Sass June 2008 - September 2008
Capital Crossing Servicing Company LLC June 2007 - August 2007
Skills
Data Analysis, Microsoft Excel, Financial Modeling, Portfolio Management, Financial Analysis, Business Strategy, Project Management, Microsoft Office, PowerPoint, Analysis, Strategic Planning, Public Speaking, Energy Management, Demand Forecasting, Demand Response, Salesforce.com, Process Engineering, Financial Forecasting, Guided Tours
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Cornell University 2006 — 2010
Bachelor of Science (B.S.), Applied Economics and Management
Friends Seminary 2002 — 2006
High School
Bill Siegel, CFA's MD Sass Experience June 2002 - June 2006
Job CEO at SecondMarket
Industry Financial Services
Experience
SecondMarket, Inc. January 2015 - Present
SecondMarket, Inc. November 2011 - Present
SecondMarket, Inc. June 2014 - January 2015
DashLocker October 2011 - December 2013
The Receivables Exchange April 2008 - June 2011
SAC Capital 2006 - 2008
MD Sass June 2002 - June 2006
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
BBA, Finance
Sidwell Friends School 1994 — 1998
SecondMarket, Inc. January 2015 - Present
SecondMarket, Inc. November 2011 - Present
SecondMarket, Inc. June 2014 - January 2015
DashLocker October 2011 - December 2013
The Receivables Exchange April 2008 - June 2011
SAC Capital 2006 - 2008
MD Sass June 2002 - June 2006
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
BBA, Finance
Sidwell Friends School 1994 — 1998
Soroosh Fajiram Soroosh Fajiram's MD Sass Experience June 2011 - January 2012
Job Senior Assurance Associate at EY
Industry Accounting
Experience
EY January 2015 - Present
Loeb & Troper January 2012 - January 2014
MD Sass June 2011 - January 2012
Friedman Packaging January 2010 - December 2010
Skills
QuickBooks, Financial Reporting, Accounting, Financial Accounting, Microsoft Excel, Account Reconciliation, Financial Analysis, Auditing, Internal Controls, Financial Statements, Analysis, Tax, Tax Preparation, GAAP, Tax Returns, Journal Entries, Accounts Receivable, Accounts Payable, Bookkeeping, Payroll, Nonprofits, General Ledger, US GAAP, Assurance, External Audit, Spreadsheets, Bank Reconciliation, Cash Flow, Financial Audits, Data Analysis, Accruals, Fixed Assets, Variance Analysis, Investments, Revenue Recognition
Education
City University of New York-Brooklyn College 2007 — 2012
Bachelor of Science, Accounting, Finance
City University of New York-Brooklyn College 2007 — 2011
Accounting and Finance
EY January 2015 - Present
Loeb & Troper January 2012 - January 2014
MD Sass June 2011 - January 2012
Friedman Packaging January 2010 - December 2010
Skills
QuickBooks, Financial Reporting, Accounting, Financial Accounting, Microsoft Excel, Account Reconciliation, Financial Analysis, Auditing, Internal Controls, Financial Statements, Analysis, Tax, Tax Preparation, GAAP, Tax Returns, Journal Entries, Accounts Receivable, Accounts Payable, Bookkeeping, Payroll, Nonprofits, General Ledger, US GAAP, Assurance, External Audit, Spreadsheets, Bank Reconciliation, Cash Flow, Financial Audits, Data Analysis, Accruals, Fixed Assets, Variance Analysis, Investments, Revenue Recognition
Education
City University of New York-Brooklyn College 2007 — 2012
Bachelor of Science, Accounting, Finance
City University of New York-Brooklyn College 2007 — 2011
Accounting and Finance
Bob Covello's MD Sass Experience November 1997 - May 2014
Job InfoSec Analyst
Industry Computer & Network Security
Experience
The Navigators Group, Inc. June 2014 - Present
M.D. Sass November 1997 - May 2014
ILX Systems, Inc. February 1996 - November 1997
Skills
Network Engineering, Network Design, Network Administration, Network Devices, Operating Systems, Computer-related, CISSP, Physical Security, Internet Security, IT Strategy, Mobile Device Management, Computer Security, Security, CEH, Ethical Hacker, Risk Analysis, Risk Management, Security Awareness, Information Security..., Vulnerability Assessment, Information Security, Information Technology, Data Center
Education
Iona College
Bachelor of Science (BS), Criminal Justice, 3.98 GPA
The Navigators Group, Inc. June 2014 - Present
M.D. Sass November 1997 - May 2014
ILX Systems, Inc. February 1996 - November 1997
Skills
Network Engineering, Network Design, Network Administration, Network Devices, Operating Systems, Computer-related, CISSP, Physical Security, Internet Security, IT Strategy, Mobile Device Management, Computer Security, Security, CEH, Ethical Hacker, Risk Analysis, Risk Management, Security Awareness, Information Security..., Vulnerability Assessment, Information Security, Information Technology, Data Center
Education
Iona College
Bachelor of Science (BS), Criminal Justice, 3.98 GPA
Deniesha Joseph Deniesha Joseph's MD Sass Experience December 2007 - July 2008
Job Marketing Associate at Design 2147, Ltd.
Industry Consumer Services
Experience
Design 2147, Ltd. June 2014 - Present
Subway May 2012 - December 2014
Wedded Luxe January 2008 - January 2012
Milrose Consultants, Inc. 2009 - 2012
MD Sass December 2007 - July 2008
Simpson Thacher & Bartlett LLP January 2001 - July 2006
Skills
Weddings, Event Planning, Social Networking, Social Media Marketing, Event Management, Budgets, Social Media, Marketing, New Business Development, Email Marketing, Public Speaking, Corporate Events, Entertainment, Outlook, Trade Shows, Blogging, SEO, Team Building, Accounts Payable, Accounts Receivable, Client Billing, Collections, Administrative..., Full-Charge Bookkeeping, US GAAP, General Ledger
Education
State University of New York Empire State College 2014 — 2015
Bachelor's Degree, Accounting and Business/Management
Baruch College 2010 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations
Murry Bergtraum 1996 — 1999
High School, Accounting, 12
Design 2147, Ltd. June 2014 - Present
Subway May 2012 - December 2014
Wedded Luxe January 2008 - January 2012
Milrose Consultants, Inc. 2009 - 2012
MD Sass December 2007 - July 2008
Simpson Thacher & Bartlett LLP January 2001 - July 2006
Skills
Weddings, Event Planning, Social Networking, Social Media Marketing, Event Management, Budgets, Social Media, Marketing, New Business Development, Email Marketing, Public Speaking, Corporate Events, Entertainment, Outlook, Trade Shows, Blogging, SEO, Team Building, Accounts Payable, Accounts Receivable, Client Billing, Collections, Administrative..., Full-Charge Bookkeeping, US GAAP, General Ledger
Education
State University of New York Empire State College 2014 — 2015
Bachelor's Degree, Accounting and Business/Management
Baruch College 2010 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations
Murry Bergtraum 1996 — 1999
High School, Accounting, 12
James Shum's MD Sass Experience January 2007 - August 2007
Job Student at Culinary Institute of America
Industry Hospitality
Experience
KIND July 2010 - December 2010
Strategic Group February 2010 - April 2010
M.D. Sass January 2007 - August 2007
Chinatown Ice Cream Factory July 2006 - January 2007
Department of Transportation June 2005 - August 2005
Skills
PowerPoint, Social Media
Education
Baruch College /CUNY 2006 — 2010
Bachelor, Business Administration; International Marketing, 3.67/4.0
Culinary Institute of America
Associates, Occupational Studies; Culinary Arts
Yonsei University
KIND July 2010 - December 2010
Strategic Group February 2010 - April 2010
M.D. Sass January 2007 - August 2007
Chinatown Ice Cream Factory July 2006 - January 2007
Department of Transportation June 2005 - August 2005
Skills
PowerPoint, Social Media
Education
Baruch College /CUNY 2006 — 2010
Bachelor, Business Administration; International Marketing, 3.67/4.0
Culinary Institute of America
Associates, Occupational Studies; Culinary Arts
Yonsei University
Bidemi Babajide Bidemi Babajide's MD Sass Experience June 2011 - August 2011
Job Account Analyst at Edwin Gould Services for Children & Families
Industry Financial Services
Experience
Edwin Gould Services for Children & Families February 2013 - Present
Citi June 2010 - December 2012
MD Sass June 2011 - August 2011
Skills
Microsoft Excel, Banking, Customer Service, Financial Modeling, Financial Analysis, Retail Banking, Portfolio Management, Corporate Finance, Business Process..., Investment Banking, Equities, Credit, Risk Management, PowerPoint, Microsoft Word, Microsoft Office, Management, Finance, Analysis, Accounting
Education
City University of New York-Brooklyn College 2013 — 2014
Master's degree, Economics and finance, 3.52
Brooklyn College 2008 — 2012
Bsc, Accounting
Edwin Gould Services for Children & Families February 2013 - Present
Citi June 2010 - December 2012
MD Sass June 2011 - August 2011
Skills
Microsoft Excel, Banking, Customer Service, Financial Modeling, Financial Analysis, Retail Banking, Portfolio Management, Corporate Finance, Business Process..., Investment Banking, Equities, Credit, Risk Management, PowerPoint, Microsoft Word, Microsoft Office, Management, Finance, Analysis, Accounting
Education
City University of New York-Brooklyn College 2013 — 2014
Master's degree, Economics and finance, 3.52
Brooklyn College 2008 — 2012
Bsc, Accounting
Christopher Dunn Christopher Dunn's MD Sass Experience 2000 - 2007
Job Senior Compliance Officer at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC January 2013 - Present
Gravitas September 2012 - December 2012
Cerberus Capital Management, L.P. January 2010 - December 2011
GoldenTree Asset Management 2007 - 2009
MD Sass 2000 - 2007
Skills
Hedge Funds, Bloomberg, Equities, Asset Management, Fixed Income, Derivatives, Settlements, Excel, Trading Systems, CDS, Alternative Investments, Series 7, Series 24, MBS, High Yield, Corporate Actions, Data Integrity, Sungard, VPM, Pricing Policy, Implementation Of..., Development Of Policies, Procedure Manuals, Procedure Development, Staff Development, Staff Mentoring, Communications Strategy, Operations Management, Account Reconciliation, Cash Management, Collateral Management, Series 62, CMOS, CMBS, ABS, Municipal Bonds, Ad Hoc Reporting, Client Service, Cross-functional Team..., Metrics, Metrics Analysis, ISDA, MBS P & I, Analysis, Settlement, Asset Managment, Back Office, Mutual Funds, Financial Services, Capital Markets
Education
Fordham University - Graduate School of Business Administration 1991 — 1993
MBA, Finance
Fordham University 1983 — 1987
Bachelor of Science, Finance/Economics
Apollo Global Management LLC January 2013 - Present
Gravitas September 2012 - December 2012
Cerberus Capital Management, L.P. January 2010 - December 2011
GoldenTree Asset Management 2007 - 2009
MD Sass 2000 - 2007
Skills
Hedge Funds, Bloomberg, Equities, Asset Management, Fixed Income, Derivatives, Settlements, Excel, Trading Systems, CDS, Alternative Investments, Series 7, Series 24, MBS, High Yield, Corporate Actions, Data Integrity, Sungard, VPM, Pricing Policy, Implementation Of..., Development Of Policies, Procedure Manuals, Procedure Development, Staff Development, Staff Mentoring, Communications Strategy, Operations Management, Account Reconciliation, Cash Management, Collateral Management, Series 62, CMOS, CMBS, ABS, Municipal Bonds, Ad Hoc Reporting, Client Service, Cross-functional Team..., Metrics, Metrics Analysis, ISDA, MBS P & I, Analysis, Settlement, Asset Managment, Back Office, Mutual Funds, Financial Services, Capital Markets
Education
Fordham University - Graduate School of Business Administration 1991 — 1993
MBA, Finance
Fordham University 1983 — 1987
Bachelor of Science, Finance/Economics
Vincent Capozzi's MD Sass Experience April 2007 - March 2009
Job Database Engineer at WisdomTree Asset Management
Industry Financial Services
Experience
WisdomTree Asset Management October 2015 - Present
Inverness Counsel LLC December 2011 - September 2015
3i Infotech Framework Limited November 2010 - November 2011
Swiss Re April 2009 - October 2010
M.D. Sass April 2007 - March 2009
Navigant Consulting 2003 - 2007
Skills
SQL, SSRS, Access, Business Intelligence, Visual Studio, VBA, Access Database, Data Analysis, Equities, Business Analysis, Relational Databases, Microsoft SQL Server, Data Architecture, INData, Account Reconciliation, Databases, ETL, SSIS, Derivatives, SDLC, Data Mining, Microsoft Excel, Database Design, Integration, Financial Reporting, Process Engineering, Process Improvement, General Ledger, Analytics, Microsoft Access, OLAP, Ad Hoc Reporting, Process Automation, Automatic..., Report Writing, Bloomberg Terminal, HTML 5, CSS, HTML, Back Office, IT Operations, jQuery, OLTP, PHP, Python, T-SQL, Business Process..., Software Implementation, C#, .NET
Education
Lehigh University - College of Business and Economics 1999 — 2003
B.S., Finance
WisdomTree Asset Management October 2015 - Present
Inverness Counsel LLC December 2011 - September 2015
3i Infotech Framework Limited November 2010 - November 2011
Swiss Re April 2009 - October 2010
M.D. Sass April 2007 - March 2009
Navigant Consulting 2003 - 2007
Skills
SQL, SSRS, Access, Business Intelligence, Visual Studio, VBA, Access Database, Data Analysis, Equities, Business Analysis, Relational Databases, Microsoft SQL Server, Data Architecture, INData, Account Reconciliation, Databases, ETL, SSIS, Derivatives, SDLC, Data Mining, Microsoft Excel, Database Design, Integration, Financial Reporting, Process Engineering, Process Improvement, General Ledger, Analytics, Microsoft Access, OLAP, Ad Hoc Reporting, Process Automation, Automatic..., Report Writing, Bloomberg Terminal, HTML 5, CSS, HTML, Back Office, IT Operations, jQuery, OLTP, PHP, Python, T-SQL, Business Process..., Software Implementation, C#, .NET
Education
Lehigh University - College of Business and Economics 1999 — 2003
B.S., Finance
Dan Meisner Dan Meisner's MD Sass Experience 2004 - 2004
Job Head of Open Data at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters June 2014 - Present
Thomson Reuters December 2011 - June 2014
Telluride Asset Management June 2010 - August 2011
SKTY Trading March 2009 - June 2010
MCF Quant Capital August 2006 - March 2009
MD Sass 2004 - 2004
Skills
Quantitative Analytics, Derivatives, Trading Systems, Asset Managment, Hedge Funds, Portfolio Management, Market Data, HFT, R, Git, Gerrit, Java, .NET, T-SQL, Co-location, Agile Methodologies, Big Data, Unix, Statistical Arbitrage, Latency Arbitrage, Portfolio Optimization, Matlab, QADirect, Options, Python, Financial Markets, Quantitative Finance, Analytics, Trading Strategies, Trading, Electronic Trading, Equities
Education
Northwestern University 2003 — 2006
BS
Thomson Reuters June 2014 - Present
Thomson Reuters December 2011 - June 2014
Telluride Asset Management June 2010 - August 2011
SKTY Trading March 2009 - June 2010
MCF Quant Capital August 2006 - March 2009
MD Sass 2004 - 2004
Skills
Quantitative Analytics, Derivatives, Trading Systems, Asset Managment, Hedge Funds, Portfolio Management, Market Data, HFT, R, Git, Gerrit, Java, .NET, T-SQL, Co-location, Agile Methodologies, Big Data, Unix, Statistical Arbitrage, Latency Arbitrage, Portfolio Optimization, Matlab, QADirect, Options, Python, Financial Markets, Quantitative Finance, Analytics, Trading Strategies, Trading, Electronic Trading, Equities
Education
Northwestern University 2003 — 2006
BS
Steven Clancy, CFA Steven Clancy, CFA's MD Sass Experience July 2012 - Present
Job Vice President, Portfolio Manager at MD Sass
Industry Financial Services
Experience
MD Sass July 2012 - Present
Dwight Asset Management May 2007 - May 2012
Nomura Securities June 2004 - May 2007
Skills
Portfolio Management, Trading, Structuring, Asset Management, MBS, Non-Agency MBS, Agency MBS, Residential Mortgages, Investments, Securities, Valuation, Financial Structuring, Bonds, Bloomberg, Credit Analysis, Derivatives, Fixed Income, Asset Allocation, Intex
Education
Cornell University 2000 — 2004
Bachelor of Arts, Math & Economics
MD Sass July 2012 - Present
Dwight Asset Management May 2007 - May 2012
Nomura Securities June 2004 - May 2007
Skills
Portfolio Management, Trading, Structuring, Asset Management, MBS, Non-Agency MBS, Agency MBS, Residential Mortgages, Investments, Securities, Valuation, Financial Structuring, Bonds, Bloomberg, Credit Analysis, Derivatives, Fixed Income, Asset Allocation, Intex
Education
Cornell University 2000 — 2004
Bachelor of Arts, Math & Economics
Theo Bobetski-Hafkin Theo Bobetski-Hafkin's MD Sass Experience 1995 - 1998
Job Computer Specialist at West Hills Day Camp
Industry Financial Services
Experience
Harborfields Central School District March 2009 - Present
West Hills Day Camp 2006 - Present
MD Sass 1995 - 1998
Lehman Brothers 1992 - 1995
Skills
Fixed Income, Derivatives, Portfolio Management, Equities, Hedge Funds, Capital Markets
Education
Baruch College, City University of New York (CUNY) 1995 — 2005
MBA, Computer Information Systems
New York University 1984 — 1989
BA, Economics
Harborfields Central School District March 2009 - Present
West Hills Day Camp 2006 - Present
MD Sass 1995 - 1998
Lehman Brothers 1992 - 1995
Skills
Fixed Income, Derivatives, Portfolio Management, Equities, Hedge Funds, Capital Markets
Education
Baruch College, City University of New York (CUNY) 1995 — 2005
MBA, Computer Information Systems
New York University 1984 — 1989
BA, Economics
Rory Snyder's MD Sass Experience April 2007 - July 2007
Job Accountant at Capital One
Industry Accounting
Experience
Capital One March 2015 - Present
BNY Mellon January 2014 - June 2014
PNC Wealth Management April 2010 - October 2011
De Lage Landen February 2009 - May 2009
Och-Ziff Capital Management July 2007 - December 2007
MD Sass April 2007 - July 2007
The Bank of New York January 2007 - March 2007
Moon Capital June 2006 - November 2006
United Nations Development Program - Human Development Report Office February 2006 - May 2006
Steinberg Asset Management June 2005 - February 2006
Skills
Banking, Hedge Funds, Accounting, Investments, Account Reconciliation, Global Custody, Fund Accounting, Financial Operations, Microsoft Excel, Finance, Cash Management, Financial Accounting, Financial Reporting, Accounts Payable, Mutual Funds, PeopleSoft, Bonds, Financial Services, Bloomberg, Securities, Financial Risk, General Ledger, Alternative Investments, Fixed Income, Bloomberg Terminal
Education
Georgetown University 1994 — 1998
B.A., History, Psychology
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2014
MBA, Management, Accounting
Capital One March 2015 - Present
BNY Mellon January 2014 - June 2014
PNC Wealth Management April 2010 - October 2011
De Lage Landen February 2009 - May 2009
Och-Ziff Capital Management July 2007 - December 2007
MD Sass April 2007 - July 2007
The Bank of New York January 2007 - March 2007
Moon Capital June 2006 - November 2006
United Nations Development Program - Human Development Report Office February 2006 - May 2006
Steinberg Asset Management June 2005 - February 2006
Skills
Banking, Hedge Funds, Accounting, Investments, Account Reconciliation, Global Custody, Fund Accounting, Financial Operations, Microsoft Excel, Finance, Cash Management, Financial Accounting, Financial Reporting, Accounts Payable, Mutual Funds, PeopleSoft, Bonds, Financial Services, Bloomberg, Securities, Financial Risk, General Ledger, Alternative Investments, Fixed Income, Bloomberg Terminal
Education
Georgetown University 1994 — 1998
B.A., History, Psychology
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2014
MBA, Management, Accounting
Natascha Patterson Natascha Patterson's MD Sass Experience March 2006 - July 2007
Job 1st grade Teacher at The School at Columbia University
Industry Education Management
Experience
The School at Columbia University September 2013 - Present
Ethical Culture Fieldston School July 2010 - June 2013
PS 361 Children's Workshop School January 2009 - May 2009
MD Sass March 2006 - July 2007
Citco Fund Services September 2002 - March 2006
Skills
Teaching, Classroom, Public Speaking, Curriculum Design, Research, Language Arts, Event Planning, Strategic Planning, Social Studies, Behavior Management
Education
Bank Street College of Education 2007 — 2010
Masters, General and Special Education
Emory University - Goizueta Business School 1997 — 1999
BBA
Oxford College, Emory University 1995 — 1997
AA
The School at Columbia University September 2013 - Present
Ethical Culture Fieldston School July 2010 - June 2013
PS 361 Children's Workshop School January 2009 - May 2009
MD Sass March 2006 - July 2007
Citco Fund Services September 2002 - March 2006
Skills
Teaching, Classroom, Public Speaking, Curriculum Design, Research, Language Arts, Event Planning, Strategic Planning, Social Studies, Behavior Management
Education
Bank Street College of Education 2007 — 2010
Masters, General and Special Education
Emory University - Goizueta Business School 1997 — 1999
BBA
Oxford College, Emory University 1995 — 1997
AA
Renee S. Lemieux's MD Sass Experience September 2000 - August 2004
Job Executive Assistant High Level Professional
Industry Investment Management
Experience
Viscogliosi Bros., LLC August 2013 - Present
Och-Ziff Capital Management August 2004 - August 2012
M.D. Sass September 2000 - August 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Editing, Strategic Planning, Negotiation, Social Media, Marketing Strategy, Marketing, Event Management, Public Relations, Social Media Marketing, Teamwork, Trade Shows, Team Leadership, Online Marketing, Blogging, Coaching, Management, Sales, Training
Education
Berkeley College-New York 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Central Connecticut State University 1998 — 2000
Bachelor of Business Administration (BBA), Marketing
Manchester Community College 1991 — 1994
Associate's degree, Marketing
Viscogliosi Bros., LLC August 2013 - Present
Och-Ziff Capital Management August 2004 - August 2012
M.D. Sass September 2000 - August 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Editing, Strategic Planning, Negotiation, Social Media, Marketing Strategy, Marketing, Event Management, Public Relations, Social Media Marketing, Teamwork, Trade Shows, Team Leadership, Online Marketing, Blogging, Coaching, Management, Sales, Training
Education
Berkeley College-New York 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Central Connecticut State University 1998 — 2000
Bachelor of Business Administration (BBA), Marketing
Manchester Community College 1991 — 1994
Associate's degree, Marketing
Jenny Yauheniya Siamionava, CPA Jenny Yauheniya Siamionava, CPA's MD Sass Experience May 2010 - September 2010
Job Financial Analyst at Coty Inc.
Industry Accounting
Experience
Coty Inc. March 2015 - Present
Holtz Rubenstein Reminick LLP November 2011 - October 2014
MD Sass May 2010 - September 2010
Advanced OB/GYN Medical Office April 2008 - May 2009
Prestige Optical January 2007 - April 2008
Education
City University of New York-Brooklyn College 2008 — 2011
Bachelor of Science, Business, Management and Finance; Accounting
Belarusian State Economic University 2002 — 2005
Bachelor's degree, International Economic Relations
Coty Inc. March 2015 - Present
Holtz Rubenstein Reminick LLP November 2011 - October 2014
MD Sass May 2010 - September 2010
Advanced OB/GYN Medical Office April 2008 - May 2009
Prestige Optical January 2007 - April 2008
Education
City University of New York-Brooklyn College 2008 — 2011
Bachelor of Science, Business, Management and Finance; Accounting
Belarusian State Economic University 2002 — 2005
Bachelor's degree, International Economic Relations
Edward Goldman, CPA Edward Goldman, CPA's MD Sass Experience July 1996 - March 1998
Job Hedge Fund & Financial Services Accounting l Consulting Professional
Industry Financial Services
Experience
Bassini & Co, LLC July 2014 - Present
LyonRoss Capital Management, LLC July 2008 - July 2014
MayerCap LLC May 2007 - June 2008
Haidar Capital Management May 2006 - May 2007
Aristeia Capital March 1998 - April 2006
MD Sass July 1996 - March 1998
BDO USA, LLP January 1991 - July 1996
Skills
Financial Modeling, Corporate Finance, Valuation, Hedge Funds, Financial Analysis, Financial Reporting, Investments, Internal Audit, Accounting, Finance, Auditing, Internal Controls, Tax, Management, CPA, Financial Statements, Portfolio Management, Forecasting, Due Diligence
Education
Bryant College
Bachelor of Science (BS), Accounting
Bassini & Co, LLC July 2014 - Present
LyonRoss Capital Management, LLC July 2008 - July 2014
MayerCap LLC May 2007 - June 2008
Haidar Capital Management May 2006 - May 2007
Aristeia Capital March 1998 - April 2006
MD Sass July 1996 - March 1998
BDO USA, LLP January 1991 - July 1996
Skills
Financial Modeling, Corporate Finance, Valuation, Hedge Funds, Financial Analysis, Financial Reporting, Investments, Internal Audit, Accounting, Finance, Auditing, Internal Controls, Tax, Management, CPA, Financial Statements, Portfolio Management, Forecasting, Due Diligence
Education
Bryant College
Bachelor of Science (BS), Accounting
Alexandre Teo's MD Sass Experience May 2012 - July 2012
Job Strategy Analyst at Accenture
Industry Management Consulting
Experience
Accenture Strategy October 2014 - Present
Accenture June 2013 - August 2013
Unilever January 2013 - May 2013
M.D. Sass May 2012 - July 2012
Education
University of Michigan 2010 — 2014
Bachelor's Degree, Industrial & Operations Engineering, Summa Cum Laude
Accenture Strategy October 2014 - Present
Accenture June 2013 - August 2013
Unilever January 2013 - May 2013
M.D. Sass May 2012 - July 2012
Education
University of Michigan 2010 — 2014
Bachelor's Degree, Industrial & Operations Engineering, Summa Cum Laude
Sam Klatt, CFA Sam Klatt, CFA's MD Sass Experience June 2003 - May 2010
Job Director at Portage Advisors LLC
Industry Investment Management
Experience
Portage Advisors November 2010 - Present
MD Sass June 2003 - May 2010
Skills
Asset Management, Hedge Funds, Alternative Investments, Private Equity, Investments, Valuation, Equities, Portfolio Management, Financial Modeling, Capital Markets, Bloomberg, Fixed Income, Asset Managment, Due Diligence, Asset Allocation, Investment Management, Venture Capital, Investment Banking
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2009 — 2010
MS, Real Estate Development
The Johns Hopkins University 1999 — 2003
Bachelor's Degree, Economics
Portage Advisors November 2010 - Present
MD Sass June 2003 - May 2010
Skills
Asset Management, Hedge Funds, Alternative Investments, Private Equity, Investments, Valuation, Equities, Portfolio Management, Financial Modeling, Capital Markets, Bloomberg, Fixed Income, Asset Managment, Due Diligence, Asset Allocation, Investment Management, Venture Capital, Investment Banking
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2009 — 2010
MS, Real Estate Development
The Johns Hopkins University 1999 — 2003
Bachelor's Degree, Economics
Nicholas Vakirtzidelis Nicholas Vakirtzidelis's MD Sass Experience June 2012 - November 2012
Job Quantitative Analyst at cfX Incorporated
Industry Financial Services
Experience
cfX Incorporated November 2012 - Present
M.D. Sass June 2012 - November 2012
Michael Bartmon Computer Services LLC. August 2011 - May 2012
Empire Facilities Management Group May 2007 - May 2010
Skills
Portfolio Management, Bloomberg, Fixed Income, Financial Analysis, Microsoft Excel, Microsoft Office, Access, Outlook, Customer Service, Bloomberg Terminal, SQL, Advent, Geneva, C++, Financial Modeling, Quantitative Analytics, Data Analysis, Greek Life, Fly Fishing, PowerPoint
Education
Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Statistics and Quantitative Modeling
Suffolk County Community College
Connetquot High School 2003 — 2005
New York State Regents Diploma
cfX Incorporated November 2012 - Present
M.D. Sass June 2012 - November 2012
Michael Bartmon Computer Services LLC. August 2011 - May 2012
Empire Facilities Management Group May 2007 - May 2010
Skills
Portfolio Management, Bloomberg, Fixed Income, Financial Analysis, Microsoft Excel, Microsoft Office, Access, Outlook, Customer Service, Bloomberg Terminal, SQL, Advent, Geneva, C++, Financial Modeling, Quantitative Analytics, Data Analysis, Greek Life, Fly Fishing, PowerPoint
Education
Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Statistics and Quantitative Modeling
Suffolk County Community College
Connetquot High School 2003 — 2005
New York State Regents Diploma
Anthony Potenza Anthony Potenza's MD Sass Experience October 2005 - Present
Job Senior Portfolio Analyst at MD Sass
Industry Investment Management
Experience
MD Sass October 2005 - Present
Skills
Hedge Funds, Private Equity, ABS, MBS, Real Estate, Alternative Investments, Fixed Income, Asset Managment, Derivatives, Capital Markets, Fund Of Funds, Investments, Portfolio Management, Financial Modeling, Structured Finance, Interest Rate Risk..., Disposition, Asset Management, Bloomberg, Mergers & Acquisitions, Equities, Financial Structuring
Education
Fordham University
Bachelor of Science (BS)
MD Sass October 2005 - Present
Skills
Hedge Funds, Private Equity, ABS, MBS, Real Estate, Alternative Investments, Fixed Income, Asset Managment, Derivatives, Capital Markets, Fund Of Funds, Investments, Portfolio Management, Financial Modeling, Structured Finance, Interest Rate Risk..., Disposition, Asset Management, Bloomberg, Mergers & Acquisitions, Equities, Financial Structuring
Education
Fordham University
Bachelor of Science (BS)
Braho Omeragic's MD Sass Experience January 2012 - June 2012
Job
Industry Financial Services
Experience
Mitsubishi UFJ Trust & Banking Corporation February 2015 - Present
Mizuho Capital Markets Corporation July 2013 - December 2014
MD Sass January 2012 - June 2012
Skills
Leadership, fixed income, Interest Rate..., Currency Futures, Equities, Account Reconciliation, Financial Analysis, Microsoft Office, Time Management, Solid computer skills
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Science (MS), Investment Management
Brooklyn College 2008 — 2013
Bachelor of Business Administration, Finance and Investments
Mitsubishi UFJ Trust & Banking Corporation February 2015 - Present
Mizuho Capital Markets Corporation July 2013 - December 2014
MD Sass January 2012 - June 2012
Skills
Leadership, fixed income, Interest Rate..., Currency Futures, Equities, Account Reconciliation, Financial Analysis, Microsoft Office, Time Management, Solid computer skills
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Science (MS), Investment Management
Brooklyn College 2008 — 2013
Bachelor of Business Administration, Finance and Investments
Kenneth Bursey Kenneth Bursey's MD Sass Experience January 2002 - January 2007
Job Experienced Financial Services Industry Professional Seeking New Career Opportunties.
Industry Financial Services
Experience
Stay-At-Home Dad July 2014 - Present
UBS February 2014 - June 2014
BNY Mellon February 2007 - June 2013
MD Sass January 2002 - January 2007
Merrill Lynch June 1991 - December 2001
Merrill Lynch June 1991 - December 2001
Merrill Lynch June 1992 - April 1998
Skills
Financial Operations, Financial Management, Financial Reporting, Back Office, Hedge Funds, Redemption, Wire Transfers, Compliance, Ad Hoc Reporting, Anti Money Laundering, Financial Services, Financial Analysis, Financial Statements, Customer Service, Account Reconciliation, AML, Banking, Equities, Asset Management, Mutual Funds, Fixed Income, Securities, Portfolio Management, Management, Trading, Investments, Microsoft Office, Analysis, Bloomberg
Education
Stockton University
BA, English
Stay-At-Home Dad July 2014 - Present
UBS February 2014 - June 2014
BNY Mellon February 2007 - June 2013
MD Sass January 2002 - January 2007
Merrill Lynch June 1991 - December 2001
Merrill Lynch June 1991 - December 2001
Merrill Lynch June 1992 - April 1998
Skills
Financial Operations, Financial Management, Financial Reporting, Back Office, Hedge Funds, Redemption, Wire Transfers, Compliance, Ad Hoc Reporting, Anti Money Laundering, Financial Services, Financial Analysis, Financial Statements, Customer Service, Account Reconciliation, AML, Banking, Equities, Asset Management, Mutual Funds, Fixed Income, Securities, Portfolio Management, Management, Trading, Investments, Microsoft Office, Analysis, Bloomberg
Education
Stockton University
BA, English
Alex Rogel Alex Rogel's MD Sass Experience June 2014 - August 2014
Job Financial Services Consultant at EY
Industry Financial Services
Experience
EY July 2015 - Present
Nielsen August 2014 - August 2014
MD Sass June 2014 - August 2014
Alpha Phi Fraternity, Theta Chapter December 2012 - January 2014
erodr, inc. 2013 - 2014
Fowler White Boggs June 2013 - August 2013
RSA Consulting Group, LLC June 2012 - August 2012
Marcadis Singer P.A. June 2011 - August 2011
13th Judicial Circuit April 2011 - May 2011
Skills
Social Media, Event Planning, Microsoft Excel, Writing, Leadership, Microsoft Office, WordPress, Nonprofits, Office Administration, Fundraising, Production Planning, Investor Relations, Community Outreach, Managing Database, Maximizer, Peer Tutoring, Research, Customer Service, PowerPoint, Microsoft Word, Social Networking, Public Speaking
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Economics
Tampa Preparatory School 2007 — 2011
EY July 2015 - Present
Nielsen August 2014 - August 2014
MD Sass June 2014 - August 2014
Alpha Phi Fraternity, Theta Chapter December 2012 - January 2014
erodr, inc. 2013 - 2014
Fowler White Boggs June 2013 - August 2013
RSA Consulting Group, LLC June 2012 - August 2012
Marcadis Singer P.A. June 2011 - August 2011
13th Judicial Circuit April 2011 - May 2011
Skills
Social Media, Event Planning, Microsoft Excel, Writing, Leadership, Microsoft Office, WordPress, Nonprofits, Office Administration, Fundraising, Production Planning, Investor Relations, Community Outreach, Managing Database, Maximizer, Peer Tutoring, Research, Customer Service, PowerPoint, Microsoft Word, Social Networking, Public Speaking
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Economics
Tampa Preparatory School 2007 — 2011
Carolyn Castro Carolyn Castro's MD Sass Experience 2006 - 2007
Job Controller
Industry Publishing
Experience
CFO July 2015 - Present
Choice Logistics September 2011 - June 2015
New York Cruise Lines, Inc. March 2011 - September 2011
Alacra, Inc. February 2010 - March 2011
Workflow Management 2007 - 2009
MD Sass 2006 - 2007
Wyndham Vacation Ownership 2002 - 2006
Pinnacle Real Estate 1999 - 2002
Skills
Financial Reporting, Accounting, General Ledger, Budgeting, Analysis, Microsoft Office, Reconciliation, Budgets, Account Reconciliation, Finance, Financial Analysis, GAAP, Financial Statements
Education
University of Florida 1994 — 1997
B.S
Flagler Palm Coast
New England College
M.S. in Accounting, Accounting
CFO July 2015 - Present
Choice Logistics September 2011 - June 2015
New York Cruise Lines, Inc. March 2011 - September 2011
Alacra, Inc. February 2010 - March 2011
Workflow Management 2007 - 2009
MD Sass 2006 - 2007
Wyndham Vacation Ownership 2002 - 2006
Pinnacle Real Estate 1999 - 2002
Skills
Financial Reporting, Accounting, General Ledger, Budgeting, Analysis, Microsoft Office, Reconciliation, Budgets, Account Reconciliation, Finance, Financial Analysis, GAAP, Financial Statements
Education
University of Florida 1994 — 1997
B.S
Flagler Palm Coast
New England College
M.S. in Accounting, Accounting
Svetlana Klimova's MD Sass Experience April 2010 - August 2010
Job Associate at Highbridge Capital Management
Industry Financial Services
Experience
Highbridge Capital Management October 2010 - Present
MD Sass April 2010 - August 2010
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Derivatives, Bonds, Options, Prime Brokerage, Securities, Swaps
Education
City University of New York-Brooklyn College 2007 — 2010
BS, Business Management and Finance
Linguistics University of Nizhny Novgorod (LUNN) 2000 — 2004
Academic Diploma, International Languages and Cultures
Highbridge Capital Management October 2010 - Present
MD Sass April 2010 - August 2010
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Derivatives, Bonds, Options, Prime Brokerage, Securities, Swaps
Education
City University of New York-Brooklyn College 2007 — 2010
BS, Business Management and Finance
Linguistics University of Nizhny Novgorod (LUNN) 2000 — 2004
Academic Diploma, International Languages and Cultures
Daneen Harrison-Gittings Daneen Harrison-Gittings's MD Sass Experience January 2003 - September 2007
Job Executive Assistant to the Managing Partners
Industry Oil & Energy
Experience
Power Capital Partners LLC June 2014 - Present
Stamford Hospital April 2013 - June 2014
Maxum Petroleum, Inc. September 2009 - February 2013
MD Sass January 2003 - September 2007
MD Sass August 2000 - January 2003
White Plains Adult Education February 1997 - August 2000
White Plains City School District September 1996 - August 2000
Skills
Accounts Receivable, Microsoft Office, SAP, SharePoint, FSCM, Manage Client..., Go to Person, AS400 system, Sage MAS200, FrontPage, QuickBooks, Computer Software..., SAP Implementation, Event Planning, Board Relations, Multi-line Phone, Analysis, Invoicing, Management, Strategic Planning, Business Process..., Risk Management, Commodity Markets, Valuation, Social Media, Oracle
Education
White Plains High School 1986 — 1990
High School
Iona College 1990 — 1994
Business Administration and Management, General
Westchester Community College 1992 — 1994
Computer and Information Systems Security/Information Assurance
Power Capital Partners LLC June 2014 - Present
Stamford Hospital April 2013 - June 2014
Maxum Petroleum, Inc. September 2009 - February 2013
MD Sass January 2003 - September 2007
MD Sass August 2000 - January 2003
White Plains Adult Education February 1997 - August 2000
White Plains City School District September 1996 - August 2000
Skills
Accounts Receivable, Microsoft Office, SAP, SharePoint, FSCM, Manage Client..., Go to Person, AS400 system, Sage MAS200, FrontPage, QuickBooks, Computer Software..., SAP Implementation, Event Planning, Board Relations, Multi-line Phone, Analysis, Invoicing, Management, Strategic Planning, Business Process..., Risk Management, Commodity Markets, Valuation, Social Media, Oracle
Education
White Plains High School 1986 — 1990
High School
Iona College 1990 — 1994
Business Administration and Management, General
Westchester Community College 1992 — 1994
Computer and Information Systems Security/Information Assurance
Nicolas Doering's MD Sass Experience June 2013 - August 2013
Job Associate at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting September 2014 - Present
MD Sass June 2013 - August 2013
Greater Minneapolis Crisis Nursery July 2012 - August 2012
LeagueSafe LLC January 2012 - February 2012
TCI Business Capital June 2011 - August 2011
LeagueSafe.com December 2010 - February 2011
Skills
Intellectually Curious, Coaching, Great Personality, Great Motivator, PowerPoint, Get Along Well with..., Love Of Learning, Microsoft Excel, Critical Thinking, Work Ethic, Fun, Lacrosse, SEO, Microsoft Office, Communication, Stata, Get It Done, SPSS, Due Diligence, Private Equity, Strategy, Research
Education
Boston College 2010 — 2014
Bachelor of Arts (BA), Honors Economics, Perspectives Program (Honors Philosophy)
Universidad Carlos III de Madrid 2012 — 2012
Study Abroad, Economics, Spanish
The Blake School 2007 — 2010
L.E.K. Consulting September 2014 - Present
MD Sass June 2013 - August 2013
Greater Minneapolis Crisis Nursery July 2012 - August 2012
LeagueSafe LLC January 2012 - February 2012
TCI Business Capital June 2011 - August 2011
LeagueSafe.com December 2010 - February 2011
Skills
Intellectually Curious, Coaching, Great Personality, Great Motivator, PowerPoint, Get Along Well with..., Love Of Learning, Microsoft Excel, Critical Thinking, Work Ethic, Fun, Lacrosse, SEO, Microsoft Office, Communication, Stata, Get It Done, SPSS, Due Diligence, Private Equity, Strategy, Research
Education
Boston College 2010 — 2014
Bachelor of Arts (BA), Honors Economics, Perspectives Program (Honors Philosophy)
Universidad Carlos III de Madrid 2012 — 2012
Study Abroad, Economics, Spanish
The Blake School 2007 — 2010
Zhuoheng Luo Zhuoheng Luo's MD Sass Experience January 2012 - June 2012
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
Mitchell & Titus, LLP July 2013 - Present
Mosex Exhibit 1 LLC September 2012 - July 2013
ORE International July 2012 - September 2012
M.D. Sass January 2012 - June 2012
Brooklyn College VITA December 2010 - April 2011
China Minsheng Bank September 2007 - April 2009
Nanxin Decoration Materials Company February 2007 - July 2007
Yuehua CPA December 2005 - March 2006
Skills
Excel, Word, PowerPoint, Microsoft Office, Accounting, Customer Service, Analysis, Data Analysis, Microsoft Excel, Tax Returns, Finance, QuickBooks, Microsoft Word, Accounts Payable, Tax, Tax Preparation, Internal Controls, Financial Statements, Teamwork, Accounts Receivable, Spreadsheets, Journal Entries, Bookkeeping, Corporate Finance, Invoicing, GAAP, Leadership, Payroll, Financial Reporting, Auditing, Banking, Access, Research, Strategic Planning, Outlook, Public Speaking, CPA, Valuation, Financial Accounting, Financial Analysis, Financial Modeling, Peachtree, Time Management, Budgets, Account Reconciliation, General Ledger
Education
City University of New York-Brooklyn College 2010 — 2011
Brooklyn College, City University of New York
Master of Science, Accounting
Zhongkai University
Bachelor Degree, Financial Management
PwC September 2014 - Present
Mitchell & Titus, LLP July 2013 - Present
Mosex Exhibit 1 LLC September 2012 - July 2013
ORE International July 2012 - September 2012
M.D. Sass January 2012 - June 2012
Brooklyn College VITA December 2010 - April 2011
China Minsheng Bank September 2007 - April 2009
Nanxin Decoration Materials Company February 2007 - July 2007
Yuehua CPA December 2005 - March 2006
Skills
Excel, Word, PowerPoint, Microsoft Office, Accounting, Customer Service, Analysis, Data Analysis, Microsoft Excel, Tax Returns, Finance, QuickBooks, Microsoft Word, Accounts Payable, Tax, Tax Preparation, Internal Controls, Financial Statements, Teamwork, Accounts Receivable, Spreadsheets, Journal Entries, Bookkeeping, Corporate Finance, Invoicing, GAAP, Leadership, Payroll, Financial Reporting, Auditing, Banking, Access, Research, Strategic Planning, Outlook, Public Speaking, CPA, Valuation, Financial Accounting, Financial Analysis, Financial Modeling, Peachtree, Time Management, Budgets, Account Reconciliation, General Ledger
Education
City University of New York-Brooklyn College 2010 — 2011
Brooklyn College, City University of New York
Master of Science, Accounting
Zhongkai University
Bachelor Degree, Financial Management
Joseph Stein Joseph Stein's MD Sass Experience March 2013 - Present
Job Equity & Derivatives Trader at MD Sass Investors Services
Industry Financial Services
Experience
MD Sass March 2013 - Present
MD Sass June 2011 - March 2013
Dalan Management November 2009 - January 2010
GE Capital August 2009 - November 2009
NYC Mayor's Office of Contract Services June 2008 - August 2008
Skills
Portfolio Management, Financial Modeling, Valuation, Alternative Investments, Financial Analysis, Microsoft Excel, American Sign Language, Microsoft Acess, Asset Managment, Equity Derivatives, Equity Trading, Forecasting, Bloomberg Software, Advent, Due Diligence, Access, Asset Management, Bloomberg
Education
State University of New York at Binghamton 2007 — 2011
BSc Summa Cum Laude, Financial Economics, Management
University of New South Wales 2009 — 2009
Economics, Finance
MD Sass March 2013 - Present
MD Sass June 2011 - March 2013
Dalan Management November 2009 - January 2010
GE Capital August 2009 - November 2009
NYC Mayor's Office of Contract Services June 2008 - August 2008
Skills
Portfolio Management, Financial Modeling, Valuation, Alternative Investments, Financial Analysis, Microsoft Excel, American Sign Language, Microsoft Acess, Asset Managment, Equity Derivatives, Equity Trading, Forecasting, Bloomberg Software, Advent, Due Diligence, Access, Asset Management, Bloomberg
Education
State University of New York at Binghamton 2007 — 2011
BSc Summa Cum Laude, Financial Economics, Management
University of New South Wales 2009 — 2009
Economics, Finance
Elizabeth Volsario Elizabeth Volsario's MD Sass Experience April 1993 - June 2006
Job at Forest Hills Group Services
Industry Insurance
Experience
Forest Hills Group Services June 2009 - Present
Forest Hills Financial Group 2009 - 2010
Atlantis Health Plan December 2008 - June 2009
DJJ Technologies January 2008 - November 2008
MD Sass April 1993 - June 2006
MD Sass 1993 - 2006
Education
Marymount Manhattan College 1973 — 1977
BA, Psychology/Special Education
Notre Dame Academy 1969 — 1973
Forest Hills Group Services June 2009 - Present
Forest Hills Financial Group 2009 - 2010
Atlantis Health Plan December 2008 - June 2009
DJJ Technologies January 2008 - November 2008
MD Sass April 1993 - June 2006
MD Sass 1993 - 2006
Education
Marymount Manhattan College 1973 — 1977
BA, Psychology/Special Education
Notre Dame Academy 1969 — 1973
Jeffrey Hyman's MD Sass Experience November 2009 - February 2010
Job Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. May 2012 - Present
Barclays Wealth February 2010 - May 2012
MD Sass November 2009 - February 2010
Aon Benfield April 2008 - August 2008
Education
University of Michigan 2005 — 2009
B.A, Political Science
UBS Financial Services, Inc. May 2012 - Present
Barclays Wealth February 2010 - May 2012
MD Sass November 2009 - February 2010
Aon Benfield April 2008 - August 2008
Education
University of Michigan 2005 — 2009
B.A, Political Science
John P. Montalvo John P. Montalvo's MD Sass Experience July 2006 - January 2012
Job Relationship Banker II at J.P. Morgan Chase
Industry Banking
Experience
J.P. Morgan Chase March 2015 - Present
AXA Advisors February 2014 - August 2014
New York Life Insurance Company January 2013 - January 2014
MD Sass July 2006 - January 2012
Neuberger Berman August 1998 - November 2005
Consolidated Brick & Building Supply August 1996 - August 1998
Philips October 1989 - August 1996
Skills
Financial Services, Mutual Funds, Investments, Series 7, Series 63, Equities, Hedge Funds, Finance, Investment Management, Bloomberg, Portfolio Management, Securities, Trading, Wealth Management
Education
Pace University 2000 — 2003
B.B.A, Management
Borough of Manhattan Community College 1996 — 1999
A.A.S., Business
Monsignor Scanlan H.S. 1986 — 1989
J.P. Morgan Chase March 2015 - Present
AXA Advisors February 2014 - August 2014
New York Life Insurance Company January 2013 - January 2014
MD Sass July 2006 - January 2012
Neuberger Berman August 1998 - November 2005
Consolidated Brick & Building Supply August 1996 - August 1998
Philips October 1989 - August 1996
Skills
Financial Services, Mutual Funds, Investments, Series 7, Series 63, Equities, Hedge Funds, Finance, Investment Management, Bloomberg, Portfolio Management, Securities, Trading, Wealth Management
Education
Pace University 2000 — 2003
B.B.A, Management
Borough of Manhattan Community College 1996 — 1999
A.A.S., Business
Monsignor Scanlan H.S. 1986 — 1989
Marguerite Moisio Marguerite Moisio's MD Sass Experience September 2002 - July 2005
Job Private Banker at Whitney Bank: Facilitating individual clients’ wealth management goals
Industry Financial Services
Experience
Whitney Bank November 2013 - Present
JPMorgan Private Bank August 2007 - October 2013
Vertex Chemical Corporation 1999 - 2010
Merrill Lynch June 2006 - August 2006
M.D. Sass September 2002 - July 2005
Alliance Bernstein June 2000 - September 2002
Skills
Private Banking, Hedge Funds, Fixed Income, Equities, Asset Managment, Investments, Capital Markets, Alternative Investments, Private Equity, Portfolio Management, Series 7, Investment Management, Mutual Funds, Emerging Markets, Competitive Analysis, Financial Advisory, Financial Services, Asset Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance and Marketing
Middlebury College 1996 — 2000
BA, History
John Burroughs High School 1989 — 1995
Whitney Bank November 2013 - Present
JPMorgan Private Bank August 2007 - October 2013
Vertex Chemical Corporation 1999 - 2010
Merrill Lynch June 2006 - August 2006
M.D. Sass September 2002 - July 2005
Alliance Bernstein June 2000 - September 2002
Skills
Private Banking, Hedge Funds, Fixed Income, Equities, Asset Managment, Investments, Capital Markets, Alternative Investments, Private Equity, Portfolio Management, Series 7, Investment Management, Mutual Funds, Emerging Markets, Competitive Analysis, Financial Advisory, Financial Services, Asset Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance and Marketing
Middlebury College 1996 — 2000
BA, History
John Burroughs High School 1989 — 1995
Allison Dubrow Allison Dubrow's MD Sass Experience 1996 - 1997
Job Executive Recruiter at Spencer Stuart
Industry Financial Services
Experience
Spencer Stuart September 2013 - Present
CTPartners April 2010 - September 2013
Spencer Stuart January 2006 - April 2010
CremaLita 2002 - 2006
Easton Hunt Capital Partners 1999 - 2001
Sanford C. Bernstein 1997 - 1998
MD Sass 1996 - 1997
Skills
Asset Managment, Hedge Funds, Private Equity, Portfolio Management, Equity Research, Risk Management, Financial Services, Recruiting, Entrepreneurship, Capital Markets, Equities, Fixed Income, Investment Banking, Alternative Investments, Investments, Financial Analysis, Real Estate, Venture Capital, Valuation, Mergers & Acquisitions, Asset Management, Investment Management, Corporate Finance, Financial Modeling, Wealth Management, Emerging Markets, Executive Search, Bloomberg, Financial Markets, Trading, Securities, Finance, Management, Mutual Funds, Derivatives, Investment Strategies, Asset Allocation, Investment Advisory, Restructuring, Due Diligence, Strategic Financial..., Investor Relations, Executive Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Colgate University 1991 — 1995
BA, Psychology
Spencer Stuart September 2013 - Present
CTPartners April 2010 - September 2013
Spencer Stuart January 2006 - April 2010
CremaLita 2002 - 2006
Easton Hunt Capital Partners 1999 - 2001
Sanford C. Bernstein 1997 - 1998
MD Sass 1996 - 1997
Skills
Asset Managment, Hedge Funds, Private Equity, Portfolio Management, Equity Research, Risk Management, Financial Services, Recruiting, Entrepreneurship, Capital Markets, Equities, Fixed Income, Investment Banking, Alternative Investments, Investments, Financial Analysis, Real Estate, Venture Capital, Valuation, Mergers & Acquisitions, Asset Management, Investment Management, Corporate Finance, Financial Modeling, Wealth Management, Emerging Markets, Executive Search, Bloomberg, Financial Markets, Trading, Securities, Finance, Management, Mutual Funds, Derivatives, Investment Strategies, Asset Allocation, Investment Advisory, Restructuring, Due Diligence, Strategic Financial..., Investor Relations, Executive Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Colgate University 1991 — 1995
BA, Psychology
Nat Mason's MD Sass Experience June 1995 - July 1996
Job Director of Marketing / Contest & Incentives / Pricing at Infiniti USA
Industry Automotive
Experience
Infiniti USA March 2012 - Present
Nissan North America March 2007 - June 2012
Ford Motor Company 1998 - 2007
MD Sass June 1995 - July 1996
Bankers Trust March 1994 - June 1995
Lehman Brothers April 1991 - February 1994
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2010
MBA- Executive, Leadership Development
Duke Fuqua School of Business 2000 — 2000
MBA Executive, Marketing
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Marketing / Finance
Brown University 1984 — 1988
BA, Business Economics
Infiniti USA March 2012 - Present
Nissan North America March 2007 - June 2012
Ford Motor Company 1998 - 2007
MD Sass June 1995 - July 1996
Bankers Trust March 1994 - June 1995
Lehman Brothers April 1991 - February 1994
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2010
MBA- Executive, Leadership Development
Duke Fuqua School of Business 2000 — 2000
MBA Executive, Marketing
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Marketing / Finance
Brown University 1984 — 1988
BA, Business Economics
Lance Stier's MD Sass Experience June 2003 - August 2003
Job President of Nassau Candy Confections
Industry Food & Beverages
Experience
NC Chocolate Manufacturing LLC June 2010 - Present
Nassau Candy Confections June 2010 - Present
Nassau Candy September 2009 - Present
Paine & Partners July 2008 - September 2009
Wellspring Capital Management July 2006 - July 2008
Lehman Brothers 2004 - 2006
MD Sass June 2003 - August 2003
Skills
LBO, Private Equity, Venture Capital, Alternative Investments, Mergers, Investments, Structured Finance, Food, Acquisitions, Leveraged Finance, Management, Retail, Mergers & Acquisitions, M&A experience, Food Industry, Corporate Development, Investment Banking, Divestitures, Due Diligence, Financial Structuring, IPO, Restructuring, Strategy, Business Valuation, Emerging Markets, Executive Management, Strategic Partnerships, Valuation, Investor Relations, Food, Food Safety, Luxury Brand Marketing, Luxury Goods, Natural Foods, Shipping, Operations Management
Education
University of Pennsylvania 2000 — 2004
NC Chocolate Manufacturing LLC June 2010 - Present
Nassau Candy Confections June 2010 - Present
Nassau Candy September 2009 - Present
Paine & Partners July 2008 - September 2009
Wellspring Capital Management July 2006 - July 2008
Lehman Brothers 2004 - 2006
MD Sass June 2003 - August 2003
Skills
LBO, Private Equity, Venture Capital, Alternative Investments, Mergers, Investments, Structured Finance, Food, Acquisitions, Leveraged Finance, Management, Retail, Mergers & Acquisitions, M&A experience, Food Industry, Corporate Development, Investment Banking, Divestitures, Due Diligence, Financial Structuring, IPO, Restructuring, Strategy, Business Valuation, Emerging Markets, Executive Management, Strategic Partnerships, Valuation, Investor Relations, Food, Food Safety, Luxury Brand Marketing, Luxury Goods, Natural Foods, Shipping, Operations Management
Education
University of Pennsylvania 2000 — 2004
Lauren Sher's MD Sass Experience 2010 - 2010
Job Tax Auditor at State of California
Industry Accounting
Experience
State of California January 2011 - Present
Volunteer Income Tax Assistance 2010 - 2010
MD Sass 2010 - 2010
LifeTime Media 2010 - 2010
Sacks and Sacks, LLP 2008 - 2008
Skills
QuickBooks, Accounting, Tax Preparation, Tax, Microsoft Excel
Education
City University of New York 2007 — 2010
BS, Accounting
City University of New York-Brooklyn College 2002 — 2006
BA, Mathematics and Psychology
State of California January 2011 - Present
Volunteer Income Tax Assistance 2010 - 2010
MD Sass 2010 - 2010
LifeTime Media 2010 - 2010
Sacks and Sacks, LLP 2008 - 2008
Skills
QuickBooks, Accounting, Tax Preparation, Tax, Microsoft Excel
Education
City University of New York 2007 — 2010
BS, Accounting
City University of New York-Brooklyn College 2002 — 2006
BA, Mathematics and Psychology
Elvis Willie's MD Sass Experience December 2006 - November 2008
Job Director, Investment Group Accounting & Corp at Continental Grain Company
Industry Financial Services
Experience
Continental Grain Company November 2008 - Present
MD Sass December 2006 - November 2008
Geller & Company 2004 - 2006
Skills
Hedge Funds, Fund Accounting, Financial Analysis, Private Equity, Financial Reporting, Equities, Financial Modeling
Education
Hofstra University
Continental Grain Company November 2008 - Present
MD Sass December 2006 - November 2008
Geller & Company 2004 - 2006
Skills
Hedge Funds, Fund Accounting, Financial Analysis, Private Equity, Financial Reporting, Equities, Financial Modeling
Education
Hofstra University
Devin Perera's MD Sass Experience January 2010 - Present
Job Manager at MD Sass
Industry Financial Services
Experience
MD Sass January 2010 - Present
MDSass September 2007 - December 2009
Skills
Portfolio Management, Real Estate, Client Relations Skills, Contract Negotiation, Portfolio Performance..., Project Management, Project Planning
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2008
Bachelor's degree, Political Science and Government
MD Sass January 2010 - Present
MDSass September 2007 - December 2009
Skills
Portfolio Management, Real Estate, Client Relations Skills, Contract Negotiation, Portfolio Performance..., Project Management, Project Planning
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2008
Bachelor's degree, Political Science and Government
Matthew Tieman's MD Sass Experience January 2010 - November 2010
Job Software Architect / Engineer
Industry Computer Software
Experience
Concero Technology April 2012 - February 2015
Cambia Health Solutions January 2012 - April 2012
ADP Dealer Services February 2011 - October 2011
MD Sass January 2010 - November 2010
Independent Financial Software Consultant January 2009 - December 2009
Fortress Investment Group July 2008 - December 2008
NorthPoint Solutions January 2007 - June 2008
Cerberus Capital Management May 2004 - September 2006
Lazard Freres & Co. August 2000 - January 2004
Spectra Marketing January 1998 - August 2000
Skills
Business Intelligence, Business Analysis, Agile Methodologies, Integration, SDLC, SOA, SQL, Software Project..., Requirements Analysis, Web Services, Microsoft SQL Server, Software Development, XML, C#, Data Warehousing, SaaS, .NET, Data Modeling, SQL Azure, Visual Studio, SSRS, SSIS, ETL, Data Science, Start-ups, SSAS, Business Process...
Education
Indiana University of Pennsylvania 1991 — 1995
BS, Physics & Applied Physics
Concero Technology April 2012 - February 2015
Cambia Health Solutions January 2012 - April 2012
ADP Dealer Services February 2011 - October 2011
MD Sass January 2010 - November 2010
Independent Financial Software Consultant January 2009 - December 2009
Fortress Investment Group July 2008 - December 2008
NorthPoint Solutions January 2007 - June 2008
Cerberus Capital Management May 2004 - September 2006
Lazard Freres & Co. August 2000 - January 2004
Spectra Marketing January 1998 - August 2000
Skills
Business Intelligence, Business Analysis, Agile Methodologies, Integration, SDLC, SOA, SQL, Software Project..., Requirements Analysis, Web Services, Microsoft SQL Server, Software Development, XML, C#, Data Warehousing, SaaS, .NET, Data Modeling, SQL Azure, Visual Studio, SSRS, SSIS, ETL, Data Science, Start-ups, SSAS, Business Process...
Education
Indiana University of Pennsylvania 1991 — 1995
BS, Physics & Applied Physics
Keith Bardillon's MD Sass Experience 2002 - 2003
Job Sales Support Administrator at Golden State Overnight
Industry Transportation/Trucking/Railroad
Experience
Golden State Overnight June 2004 - Present
MD Sass 2002 - 2003
NDB 1999 - 2002
Skills
Investments, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Project Management, PowerPoint, Sales, Management, Sales Operations, Contract Negotiation, Customer Satisfaction, Budgets, Strategic Planning, Employee Relations, Account Management, Process Improvement, Salesforce.com, Human Resources, CRM, Sales Management, Inventory Management, Training, Business Development, Time Management
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1998
Golden State Overnight June 2004 - Present
MD Sass 2002 - 2003
NDB 1999 - 2002
Skills
Investments, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Project Management, PowerPoint, Sales, Management, Sales Operations, Contract Negotiation, Customer Satisfaction, Budgets, Strategic Planning, Employee Relations, Account Management, Process Improvement, Salesforce.com, Human Resources, CRM, Sales Management, Inventory Management, Training, Business Development, Time Management
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1998
Jamie Dickson, CIPM's MD Sass Experience 2006 - 2011
Job Performance Measurement / GIPS
Industry Investment Management
Experience
ARTIO GLOBAL 2011 - 2013
MD Sass 2006 - 2011
Prudential Financial 1990 - October 2006
Skills
Equities, Asset Management, Fixed Income, Mutual Funds, Hedge Funds, Investments, Alternative Investments, Bloomberg, Factset, Statpro, GIPS Compliance, Performance Measurement, Investment Management
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1993
Bachelor of Science (B.S.), Finance
ARTIO GLOBAL 2011 - 2013
MD Sass 2006 - 2011
Prudential Financial 1990 - October 2006
Skills
Equities, Asset Management, Fixed Income, Mutual Funds, Hedge Funds, Investments, Alternative Investments, Bloomberg, Factset, Statpro, GIPS Compliance, Performance Measurement, Investment Management
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1993
Bachelor of Science (B.S.), Finance
Robert Runge's MD Sass Experience August 2000 - December 2008
Job Portfolio Administrator at Eaton Vance
Industry Financial Services
Experience
Eaton Vance January 2009 - Present
MD Sass August 2000 - December 2008
MD Sass 2000 - 2008
MD Sass 2000 - 2008
JP Morgan April 1997 - August 2000
JPMorgan Chase 1997 - 2000
Education
Manhattan College 1989 — 1993
BS, Accounting
Eaton Vance January 2009 - Present
MD Sass August 2000 - December 2008
MD Sass 2000 - 2008
MD Sass 2000 - 2008
JP Morgan April 1997 - August 2000
JPMorgan Chase 1997 - 2000
Education
Manhattan College 1989 — 1993
BS, Accounting
Isabella L. Baldasare-Rinaldi's MD Sass Experience June 2005 - August 2006
Job Prime Services Barclays
Industry Banking
Experience
Barclays July 2010 - Present
MD Sass June 2005 - August 2006
Pines Lake School September 2004 - June 2005
Bear Stearns Asset Management 2002 - 2003
Deutsche Bank October 2001 - June 2002
Provident Professional Services September 1998 - April 2001
Bear Stearns July 1997 - December 1998
Morgan Stanley February 1982 - May 1997
Hall Dickler Lawler Kent & Howley 1980 - 1982
Skills
Capital Markets, Private Equity, Hedge Funds, Derivatives, Equities, Fixed Income, Financial Services, Mergers & Acquisitions, Structured Finance, Bonds, Asset Management, Trading, Investment Banking, Prime Brokerage, Mergers, Venture Capital
Education
Caldwell College 2004 — 2007
NJ State Teaching Certification, Education
Fairleigh Dickinson University 1984 — 1986
MBA -Executives Masters Program, Business
Fairleigh Dickinson University 1974 — 1978
BA, Political Science
Barclays July 2010 - Present
MD Sass June 2005 - August 2006
Pines Lake School September 2004 - June 2005
Bear Stearns Asset Management 2002 - 2003
Deutsche Bank October 2001 - June 2002
Provident Professional Services September 1998 - April 2001
Bear Stearns July 1997 - December 1998
Morgan Stanley February 1982 - May 1997
Hall Dickler Lawler Kent & Howley 1980 - 1982
Skills
Capital Markets, Private Equity, Hedge Funds, Derivatives, Equities, Fixed Income, Financial Services, Mergers & Acquisitions, Structured Finance, Bonds, Asset Management, Trading, Investment Banking, Prime Brokerage, Mergers, Venture Capital
Education
Caldwell College 2004 — 2007
NJ State Teaching Certification, Education
Fairleigh Dickinson University 1984 — 1986
MBA -Executives Masters Program, Business
Fairleigh Dickinson University 1974 — 1978
BA, Political Science
Sharon Kei's MD Sass Experience 2007 - September 2011
Job Controller at 360 Interior Concept Holdings Co.
Industry Accounting
Experience
Van Eck Global October 2011 - 2014
MD Sass 2007 - September 2011
Via One 2000 - 2007
Skills
Financial Reporting, Financial Analysis, Accounting, General Ledger, Account Reconciliation, Internal Controls, Financial Accounting, Asset Management, Tax, Managerial Finance, GAAP, Financial Modeling, Auditing, Cash Management, Due Diligence, Investments, Private Equity, SEC filings, US GAAP, Strategic Financial...
Education
San Francisco State University, College of Business 1996 — 2000
BA, International Relation and Business
New York University
School of Continuing and Professional Studies
Van Eck Global October 2011 - 2014
MD Sass 2007 - September 2011
Via One 2000 - 2007
Skills
Financial Reporting, Financial Analysis, Accounting, General Ledger, Account Reconciliation, Internal Controls, Financial Accounting, Asset Management, Tax, Managerial Finance, GAAP, Financial Modeling, Auditing, Cash Management, Due Diligence, Investments, Private Equity, SEC filings, US GAAP, Strategic Financial...
Education
San Francisco State University, College of Business 1996 — 2000
BA, International Relation and Business
New York University
School of Continuing and Professional Studies
Jaeson Dubrovay CPA, CAIA's MD Sass Experience 1994 - 1996
Job Seasoned Hedge Fund Investor and Consultant
Industry Financial Services
Experience
Blackcomb Holdings 2012 - Present
BNY Mellon 2011 - 2012
Aksia, LLC 2010 - 2011
NEPC, LLC 2006 - 2010
Hanseatic Capital Partners LLC 2001 - 2006
Credit Agricole - Carr Global Advisors 1996 - 2001
MD Sass 1994 - 1996
Holland America Line - HAL Investments, Inc. 1983 - 1994
Arthur Andersen & Co. 1978 - 1983
Skills
Fund Of Funds, Asset Managment, Alternative Investments, Hedge Funds, Portfolio Management, Equities, Investments, Private Equity, Investor Relations, Bloomberg, Equity Research, Structured Products, Start-ups, Strategy, Asset Allocation, Asset Management, Mutual Funds, Valuation, Institutional..., Investment Strategies, Investment Advisory, Investment Banking, Capital Markets, Financial Services, Derivatives, Fixed Income, Structured Finance, Investment Management, Funding, Financial Structuring, Finance, Pensions, Pension Funds, Financial Modeling, Management, Financial Advisory, Bonds, Hedging, Emerging Markets, Business Development, Private Banking, Venture Capital, Options, Securities, Financial Markets, Trading, Due Diligence
Education
University of Washington
BA, Accounting
Santa Clara University
MBA, Finance
Blackcomb Holdings 2012 - Present
BNY Mellon 2011 - 2012
Aksia, LLC 2010 - 2011
NEPC, LLC 2006 - 2010
Hanseatic Capital Partners LLC 2001 - 2006
Credit Agricole - Carr Global Advisors 1996 - 2001
MD Sass 1994 - 1996
Holland America Line - HAL Investments, Inc. 1983 - 1994
Arthur Andersen & Co. 1978 - 1983
Skills
Fund Of Funds, Asset Managment, Alternative Investments, Hedge Funds, Portfolio Management, Equities, Investments, Private Equity, Investor Relations, Bloomberg, Equity Research, Structured Products, Start-ups, Strategy, Asset Allocation, Asset Management, Mutual Funds, Valuation, Institutional..., Investment Strategies, Investment Advisory, Investment Banking, Capital Markets, Financial Services, Derivatives, Fixed Income, Structured Finance, Investment Management, Funding, Financial Structuring, Finance, Pensions, Pension Funds, Financial Modeling, Management, Financial Advisory, Bonds, Hedging, Emerging Markets, Business Development, Private Banking, Venture Capital, Options, Securities, Financial Markets, Trading, Due Diligence
Education
University of Washington
BA, Accounting
Santa Clara University
MBA, Finance
Sean Tushingham's MD Sass Experience September 2010 - January 2012
Job
Industry Financial Services
Experience
Barclays Bank June 2012 - June 2015
MD Sass September 2010 - January 2012
HSBC March 2007 - September 2010
LAZARD FRERES ASSET MANAGEMENT November 2004 - March 2007
FINANCIAL TIMES INTERACTIVE DATA July 2002 - November 2004
Skills
Fixed Income, Bloomberg, Derivatives, Trading, Equities, Securities, Portfolio Management, Valuation, Swaps, Investments, Bonds, Options, Mutual Funds, Back Office, Risk Management
Education
Iona College 1997 — 2002
Bachelor of Business Administration, Major International Business and Minor Spanish
Barclays Bank June 2012 - June 2015
MD Sass September 2010 - January 2012
HSBC March 2007 - September 2010
LAZARD FRERES ASSET MANAGEMENT November 2004 - March 2007
FINANCIAL TIMES INTERACTIVE DATA July 2002 - November 2004
Skills
Fixed Income, Bloomberg, Derivatives, Trading, Equities, Securities, Portfolio Management, Valuation, Swaps, Investments, Bonds, Options, Mutual Funds, Back Office, Risk Management
Education
Iona College 1997 — 2002
Bachelor of Business Administration, Major International Business and Minor Spanish
Monica Ho's MD Sass Experience February 2010 - November 2010
Job Seeking Employment
Industry Writing and Editing
Experience
Accounting AccountantFirst New York SecuritiesNovember 2010 - August 2013
MD Sass February 2010 - November 2010
Optima Fund Management 2005 - 2008
Skills
Hedge Funds, Accounting, Valuation, Derivatives, Excel
Education
City University of New York-Baruch College 1999 — 2001
Bachelor of Business Administration (BBA), Accounting
Accounting AccountantFirst New York SecuritiesNovember 2010 - August 2013
MD Sass February 2010 - November 2010
Optima Fund Management 2005 - 2008
Skills
Hedge Funds, Accounting, Valuation, Derivatives, Excel
Education
City University of New York-Baruch College 1999 — 2001
Bachelor of Business Administration (BBA), Accounting
David A. Levy's MD Sass Experience May 2011 - August 2011
Job Analyst at Wells Fargo Real Estate Capital Markets / CMBS
Industry Capital Markets
Experience
Wells Fargo June 2013 - Present
Estreich & Company August 2012 - May 2013
M.D. Sass May 2011 - August 2011
WestLB AG May 2010 - July 2010
Cahn Capital Corp. January 2010 - January 2010
Skills
Investment Banking, Equities, Asset Management, Strategy, Private Placements, Funding, Real Estate, Investment Management, Corporate Law, Mezzanine, PowerPoint, Microsoft Excel, Microsoft Office, Valuation, Microsoft Word
Education
Colgate University 2008 — 2012
Bachelor of Arts Degree, Classics; Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
Brunswick School 1995 — 2008
High School Diploma, Liberal Arts
Wells Fargo June 2013 - Present
Estreich & Company August 2012 - May 2013
M.D. Sass May 2011 - August 2011
WestLB AG May 2010 - July 2010
Cahn Capital Corp. January 2010 - January 2010
Skills
Investment Banking, Equities, Asset Management, Strategy, Private Placements, Funding, Real Estate, Investment Management, Corporate Law, Mezzanine, PowerPoint, Microsoft Excel, Microsoft Office, Valuation, Microsoft Word
Education
Colgate University 2008 — 2012
Bachelor of Arts Degree, Classics; Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
Brunswick School 1995 — 2008
High School Diploma, Liberal Arts
Cory Wong's MD Sass Experience June 2010 - August 2010
Job Associate at LStar Capital
Industry Real Estate
Experience
LStar Capital October 2013 - Present
Deutsche Asset Management / RREEF July 2011 - October 2013
MD Sass June 2010 - August 2010
Skills
Private Equity, Real Estate Economics
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.A., B.S., Economics, Finance
Punahou School 2003 — 2007
HIgh School Diploma with Honors
LStar Capital October 2013 - Present
Deutsche Asset Management / RREEF July 2011 - October 2013
MD Sass June 2010 - August 2010
Skills
Private Equity, Real Estate Economics
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.A., B.S., Economics, Finance
Punahou School 2003 — 2007
HIgh School Diploma with Honors
Jeremy Menkes's MD Sass Experience April 2002 - August 2005
Job Financial Projects Manager at White & Case
Industry Law Practice
Experience
White & Case October 2012 - Present
Weil Gotshal and Manges July 2010 - November 2012
Baker Robbins & Company August 2005 - July 2010
MD Sass April 2002 - August 2005
Skills
Analysis, Business Analysis, Business Process..., Management, Project Management, Data Migration, Integration, Financial Systems, IT Strategy, Process Improvement, Elite, Software Documentation, Due Diligence, Mergers & Acquisitions, Finance, Functional..., Strategic Planning, Professional Services
Education
Binghamton University - School of Management 1997 — 2001
BS Management, Finance & Marketing
Stuyvesant High School 1993 — 1997
White & Case October 2012 - Present
Weil Gotshal and Manges July 2010 - November 2012
Baker Robbins & Company August 2005 - July 2010
MD Sass April 2002 - August 2005
Skills
Analysis, Business Analysis, Business Process..., Management, Project Management, Data Migration, Integration, Financial Systems, IT Strategy, Process Improvement, Elite, Software Documentation, Due Diligence, Mergers & Acquisitions, Finance, Functional..., Strategic Planning, Professional Services
Education
Binghamton University - School of Management 1997 — 2001
BS Management, Finance & Marketing
Stuyvesant High School 1993 — 1997
Stephanie Braico's MD Sass Experience December 2005 - March 2007
Job Head of Tax Reporting & Compliance VP
Industry Financial Services
Experience
Melody Capital Partners, LP May 2015 - Present
Melody Capital Partners, LP July 2013 - April 2015
MacKay Shields October 2009 - June 2013
Plainfield Asset Management March 2007 - August 2009
MD Sass December 2005 - March 2007
PricewaterhouseCoopers September 2001 - December 2005
Skills
Hedge Funds, Outlook, Tax, Alternative Investments, Financial Analysis, Financial Reporting, Financial Accounting, Valuation, Due Diligence, Fixed Income, Fund Accounting, Private Equity, Accounting, Mutual Funds, Asset Management
Education
Fordham University 1998 — 2001
BS, Accounting
Melody Capital Partners, LP May 2015 - Present
Melody Capital Partners, LP July 2013 - April 2015
MacKay Shields October 2009 - June 2013
Plainfield Asset Management March 2007 - August 2009
MD Sass December 2005 - March 2007
PricewaterhouseCoopers September 2001 - December 2005
Skills
Hedge Funds, Outlook, Tax, Alternative Investments, Financial Analysis, Financial Reporting, Financial Accounting, Valuation, Due Diligence, Fixed Income, Fund Accounting, Private Equity, Accounting, Mutual Funds, Asset Management
Education
Fordham University 1998 — 2001
BS, Accounting
Colin Shaw's MD Sass Experience August 2007 - December 2008
Job AVP, Municipal Credit Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2009 - Present
MD Sass August 2007 - December 2008
White & Case October 2004 - July 2007
Skills
Fixed Income, Asset Managment, Investments, Valuation, Financial Modeling, Financial Analysis
Education
Boston College 2000 — 2004
BA, History
Deerfield Academy 1997 — 2000
Eaton Vance January 2009 - Present
MD Sass August 2007 - December 2008
White & Case October 2004 - July 2007
Skills
Fixed Income, Asset Managment, Investments, Valuation, Financial Modeling, Financial Analysis
Education
Boston College 2000 — 2004
BA, History
Deerfield Academy 1997 — 2000
John Antonazzo's MD Sass Experience September 1995 - October 1996
Job Director of Investment Accounting at W.R. Berkley Corporation
Industry Financial Services
Experience
W.R. Berkley Corporation April 2011 - Present
Cutwater Asset Management (Formerly MBIA Asset Management) April 2001 - May 2012
ABB October 1996 - April 2001
MD Sass September 1995 - October 1996
Citicorp January 1992 - September 1995
Joseph Cannistra Public Accountants August 1990 - January 1992
Price Waterhouse Coopers August 1988 - August 1990
Skills
SharePoint, Program Trading, Lines Of Credit, Derivatives, High Yield Bonds, Wealth Management...
Education
Stetson University, School of Business
Masters of Accountancy
Pace University - Lubin School of Business
B.B.A, Public Accounting
W.R. Berkley Corporation April 2011 - Present
Cutwater Asset Management (Formerly MBIA Asset Management) April 2001 - May 2012
ABB October 1996 - April 2001
MD Sass September 1995 - October 1996
Citicorp January 1992 - September 1995
Joseph Cannistra Public Accountants August 1990 - January 1992
Price Waterhouse Coopers August 1988 - August 1990
Skills
SharePoint, Program Trading, Lines Of Credit, Derivatives, High Yield Bonds, Wealth Management...
Education
Stetson University, School of Business
Masters of Accountancy
Pace University - Lubin School of Business
B.B.A, Public Accounting
Lung Tsui's MD Sass Experience July 2012 - Present
Job Trading Assistant at MD Sass
Industry Financial Services
Experience
MD Sass July 2012 - Present
Education
City University of New York-Brooklyn College 2009 — 2012
MD Sass July 2012 - Present
Education
City University of New York-Brooklyn College 2009 — 2012
Stephanie Malloch's MD Sass Experience May 2007 - August 2008
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Corbin Capital Partners September 2008 - May 2010
MD Sass May 2007 - August 2008
Skills
Fluent in Spanish, Editing, Writing
Education
Middlebury College 2010 — 2011
MA, Spanish Literature
Duke University 2002 — 2006
BA, English
Corbin Capital Partners September 2008 - May 2010
MD Sass May 2007 - August 2008
Skills
Fluent in Spanish, Editing, Writing
Education
Middlebury College 2010 — 2011
MA, Spanish Literature
Duke University 2002 — 2006
BA, English
Julia Ingenice's MD Sass Experience April 2007 - March 2013
Job Medical Insurance and Billing Specialist
Industry Hospital & Health Care
Experience
Atlantic Dialysis Management Services July 2013 - July 2014
MD Sass April 2007 - March 2013
ABN AMRO Inc. 1998 - 2007
HSBC Securities Inc. 1987 - 1998
Skills
Fixed Income, Bloomberg, Equities, Derivatives, Trading Systems, Middle Office, Investment Banking, Hedge Funds, Asset Managment, Collateral Management, Mutual Funds, Cash Management, Asset Management, Back Office, Securities, Bonds
Education
City University of New York-Queens College
BA, Accounting
Atlantic Dialysis Management Services July 2013 - July 2014
MD Sass April 2007 - March 2013
ABN AMRO Inc. 1998 - 2007
HSBC Securities Inc. 1987 - 1998
Skills
Fixed Income, Bloomberg, Equities, Derivatives, Trading Systems, Middle Office, Investment Banking, Hedge Funds, Asset Managment, Collateral Management, Mutual Funds, Cash Management, Asset Management, Back Office, Securities, Bonds
Education
City University of New York-Queens College
BA, Accounting
Paul Gurewitz's MD Sass Experience October 2011 - October 2012
Job Sr Consultant, Labor & Trust Client Services Health Net
Industry Insurance
Experience
Health Net February 2013 - Present
Paul Gurewitz Consulting September 2012 - Present
MD Sass October 2011 - October 2012
UnitedHealthcare October 2009 - October 2011
Vicory Capital Management February 2003 - October 2009
Skills
Series 7, Hedge Funds, Equities, Mutual Funds, Fixed Income, Financial Services, Investments, Asset Managment, Investment Management
Education
San Francisco State University 1984 — 1987
Master of Science (MS), Counseling/Teaching
University of Hawaii at Manoa 1979 — 1981
Bachelor of Science (BS), Human Development and Family Studies, General
Health Net February 2013 - Present
Paul Gurewitz Consulting September 2012 - Present
MD Sass October 2011 - October 2012
UnitedHealthcare October 2009 - October 2011
Vicory Capital Management February 2003 - October 2009
Skills
Series 7, Hedge Funds, Equities, Mutual Funds, Fixed Income, Financial Services, Investments, Asset Managment, Investment Management
Education
San Francisco State University 1984 — 1987
Master of Science (MS), Counseling/Teaching
University of Hawaii at Manoa 1979 — 1981
Bachelor of Science (BS), Human Development and Family Studies, General
Buffington Armand's MD Sass Experience 2003 - 2007
Job Business Services Officer at City National Bank
Industry Accounting
Experience
City National Bank November 2013 - Present
BM Armand Consulting April 2011 - Present
Lehman Brothers/Barclays Capital 2007 - 2011
MD Sass 2003 - 2007
Lazard Asset Management 2000 - 2003
Bank of New York 1998 - 2000
Skills
Financial Reporting, Financial Analysis, Accounting, Auditing, Financial Accounting, Internal Controls, Corporate Finance, GAAP, Account Reconciliation, Finance, General Ledger, Financial Audits, Microsoft Excel, Forecasting, QuickBooks, Risk Management, Cash Flow, US GAAP, Tax Preparation, Income Tax, Variance Analysis, Financial Statements, CPA
Education
Long Island University, Brooklyn Campus
Master of Science (MS), Accounting
City National Bank November 2013 - Present
BM Armand Consulting April 2011 - Present
Lehman Brothers/Barclays Capital 2007 - 2011
MD Sass 2003 - 2007
Lazard Asset Management 2000 - 2003
Bank of New York 1998 - 2000
Skills
Financial Reporting, Financial Analysis, Accounting, Auditing, Financial Accounting, Internal Controls, Corporate Finance, GAAP, Account Reconciliation, Finance, General Ledger, Financial Audits, Microsoft Excel, Forecasting, QuickBooks, Risk Management, Cash Flow, US GAAP, Tax Preparation, Income Tax, Variance Analysis, Financial Statements, CPA
Education
Long Island University, Brooklyn Campus
Master of Science (MS), Accounting
Elaine Hudson's MD Sass Experience August 1994 - June 1999
Job Contract Analyst at Quintiles
Industry Pharmaceuticals
Experience
Quintiles March 2014 - Present
Quintiles November 2012 - March 2014
Quintiles August 2008 - November 2012
MD Sass August 1994 - June 1999
Skills
Data Analysis, Financial Analysis, Business Analysis, Project Management, Contract Negotiation, Contract Management, Budgeting, Forecasting, Cash Flow, Portfolio Management, Analysis, Process Improvement, Cross-functional Team..., Biotechnology, Budgets, Leadership, Program Management, Customer Service, Pharmaceutical Industry, Financial Reporting
Education
Grinnell College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government & Chinese Studies
Quintiles March 2014 - Present
Quintiles November 2012 - March 2014
Quintiles August 2008 - November 2012
MD Sass August 1994 - June 1999
Skills
Data Analysis, Financial Analysis, Business Analysis, Project Management, Contract Negotiation, Contract Management, Budgeting, Forecasting, Cash Flow, Portfolio Management, Analysis, Process Improvement, Cross-functional Team..., Biotechnology, Budgets, Leadership, Program Management, Customer Service, Pharmaceutical Industry, Financial Reporting
Education
Grinnell College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government & Chinese Studies
Michael D'Agosta's MD Sass Experience April 1999 - October 2000
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2000 - Present
MD Sass April 1999 - October 2000
Bankers Trust June 1996 - April 1999
Education
St. John's University 1992 — 1996
Bachelor's Degree, Accounting
Brown Brothers Harriman October 2000 - Present
MD Sass April 1999 - October 2000
Bankers Trust June 1996 - April 1999
Education
St. John's University 1992 — 1996
Bachelor's Degree, Accounting
Richie Sabatino's MD Sass Experience August 2007 - August 2009
Job CVIS Analyst at McKesson
Industry Hospital & Health Care
Experience
McKesson August 2009 - Present
MD Sass August 2007 - August 2009
Education
School of Visual Arts 1999 — 2002
Bachelor of Fine Arts (B.F.A.), Animation, Interactive Technology, Video Graphics and Special Effects
McKesson August 2009 - Present
MD Sass August 2007 - August 2009
Education
School of Visual Arts 1999 — 2002
Bachelor of Fine Arts (B.F.A.), Animation, Interactive Technology, Video Graphics and Special Effects
Ryan Donovan's MD Sass Experience September 2006 - December 2009
Job Director of Business Development Sandell Asset Management
Industry Investment Management
Experience
Sandell Asset Management October 2014 - Present
van Biema Value Partners, LLC January 2010 - October 2014
M.D. Sass September 2006 - December 2009
J.P. Morgan July 2000 - September 2006
Skills
Alternative Investments, Equities, Hedge Funds, Investments, Private Equity
Education
Cornell University
Bachelor of Arts (BA), Economics
Sandell Asset Management October 2014 - Present
van Biema Value Partners, LLC January 2010 - October 2014
M.D. Sass September 2006 - December 2009
J.P. Morgan July 2000 - September 2006
Skills
Alternative Investments, Equities, Hedge Funds, Investments, Private Equity
Education
Cornell University
Bachelor of Arts (BA), Economics