Metropolitan Equity Partners
Industry: Capital market company
DescriptionFounded: 2009
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Metropolitan Equity Partners Employees
Employee
Years
Job
Industry
Joseph G. Solari III Joseph G. Solari III's Metropolitan Equity Partners Experience August 2009 - November 2013
Job Managing Director & Partner at Saugatuck Capital Company
Industry Venture Capital & Private Equity
Experience
Saugatuck Capital Company December 2013 - Present
Pharmaceutic Litho & Label Co October 2014 - Present
G Capital Management January 2011 - Present
G*Ventures Management March 2003 - Present
Metropolitan Equity Partners August 2009 - November 2013
G*Investments January 2010 - December 2012
Various Companies October 1999 - January 2009
CRT Capital Group July 1998 - October 1999
First Chicago Bank July 1995 - August 1997
Skills
Private Equity/Venture..., Real Estate, Family Business, Corporate Development, New Business Development, Advisory, Family Office, Investment Management, Private Equity, Mergers & Acquisitions, Business Development, Venture Capital, Financial Advisory, Direct Lending, Wealth Management, Entrepreneurship, Energy, Diplomacy, Chess, Sports Coaching, Politics, Alternative Investments, Private Placements, Corporate Finance, Fixed Income, Finance, Risk Management, LBO, Deal Sourcing, Investments, Equities, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1995 — 1998
Master of Business Administration (M.B.A.)
Georgetown University 1991 — 1995
Bachelor's Degree
The Lawrenceville School 1989 — 1991
High School
The Canterbury School 1987 — 1989
Saugatuck Capital Company December 2013 - Present
Pharmaceutic Litho & Label Co October 2014 - Present
G Capital Management January 2011 - Present
G*Ventures Management March 2003 - Present
Metropolitan Equity Partners August 2009 - November 2013
G*Investments January 2010 - December 2012
Various Companies October 1999 - January 2009
CRT Capital Group July 1998 - October 1999
First Chicago Bank July 1995 - August 1997
Skills
Private Equity/Venture..., Real Estate, Family Business, Corporate Development, New Business Development, Advisory, Family Office, Investment Management, Private Equity, Mergers & Acquisitions, Business Development, Venture Capital, Financial Advisory, Direct Lending, Wealth Management, Entrepreneurship, Energy, Diplomacy, Chess, Sports Coaching, Politics, Alternative Investments, Private Placements, Corporate Finance, Fixed Income, Finance, Risk Management, LBO, Deal Sourcing, Investments, Equities, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1995 — 1998
Master of Business Administration (M.B.A.)
Georgetown University 1991 — 1995
Bachelor's Degree
The Lawrenceville School 1989 — 1991
High School
The Canterbury School 1987 — 1989
Seamus Lamb Seamus Lamb's Metropolitan Equity Partners Experience October 2012 - March 2015
Job Polymathes Capital
Industry Investment Management
Experience
Polymathes Capital April 2015 - Present
Metropolitan Equity Partners October 2012 - March 2015
Jack Studios Inc. January 2008 - April 2012
Single Family Office January 2005 - August 2007
Caterpillar- Kelly Tractor Co. January 2001 - March 2006
Skills
Heavy Equipment, Parts, Sales Operations, Customer Service, Sales, Team Building, Budget, Sales Management, Strategic Planning, Team Leadership, New Business Development, Venture Capital, Management, Business Development, Budgets, Entrepreneurship
Education
Rollins College 1996 — 2000
B.A., Political Science
Salisbury School 1992 — 1996
Polymathes Capital April 2015 - Present
Metropolitan Equity Partners October 2012 - March 2015
Jack Studios Inc. January 2008 - April 2012
Single Family Office January 2005 - August 2007
Caterpillar- Kelly Tractor Co. January 2001 - March 2006
Skills
Heavy Equipment, Parts, Sales Operations, Customer Service, Sales, Team Building, Budget, Sales Management, Strategic Planning, Team Leadership, New Business Development, Venture Capital, Management, Business Development, Budgets, Entrepreneurship
Education
Rollins College 1996 — 2000
B.A., Political Science
Salisbury School 1992 — 1996
Xi Hu Xi Hu's Metropolitan Equity Partners Experience June 2013 - August 2013
Job Student at Syracuse University
Industry Financial Services
Experience
Fifth Street Asset Management May 2015 - Present
Metropolitan Equity Partners June 2013 - August 2013
Shanxi Trust & Investment Co Ltd June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Social Media, PowerPoint, Microsoft Word, Economics, Teamwork, Microsoft Excel, Microsoft Office, Stata, Matlab, Research, Data Analysis, Bloomberg, Mandarin, JavaScript, VBA, Bloomberg Terminal, Finance, Valuation, Investments, Access, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2014
Master of Science (M.S.), Finance
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Bachelor of Science (B.S.), Finance and Supply Chain Management
Fifth Street Asset Management May 2015 - Present
Metropolitan Equity Partners June 2013 - August 2013
Shanxi Trust & Investment Co Ltd June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Social Media, PowerPoint, Microsoft Word, Economics, Teamwork, Microsoft Excel, Microsoft Office, Stata, Matlab, Research, Data Analysis, Bloomberg, Mandarin, JavaScript, VBA, Bloomberg Terminal, Finance, Valuation, Investments, Access, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2014
Master of Science (M.S.), Finance
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Bachelor of Science (B.S.), Finance and Supply Chain Management
Kevin O'Block's Metropolitan Equity Partners Experience October 2013 - Present
Job Associate at Metropolitan Equity Partners Mgmt.
Industry Investment Management
Experience
Metropolitan Equity Partners October 2013 - Present
McKinsey & Company June 2012 - August 2012
State Street June 2011 - August 2011
Boston Symphony Orchestra June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, HTML scripting, Analysis, Management, Strategy, Economics, Data Analysis, Research, Market Research
Education
Boston College 2010 — 2013
Bachelor's degree, English and Economics
Metropolitan Equity Partners October 2013 - Present
McKinsey & Company June 2012 - August 2012
State Street June 2011 - August 2011
Boston Symphony Orchestra June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, HTML scripting, Analysis, Management, Strategy, Economics, Data Analysis, Research, Market Research
Education
Boston College 2010 — 2013
Bachelor's degree, English and Economics
Emma Tooth Emma Tooth's Metropolitan Equity Partners Experience June 2014 - August 2014
Job Recent graduate from Texas A&M
Industry Investment Management
Experience
Calgary Polo Club April 2012 - May 2015
Metropolitan Equity Partners June 2014 - August 2014
Independent Economic Consultant 2013 - 2013
Boundary Ranch 2008 - 2010
Team Panorama Ski Club 2007 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Market Research
Education
Texas A&M University 2013 — 2014
Master's Degree
Dalhousie University 2009 — 2013
Bachelor of Science (B.Sc.) with Honours
University of King's College 2009 — 2010
Calgary Polo Club April 2012 - May 2015
Metropolitan Equity Partners June 2014 - August 2014
Independent Economic Consultant 2013 - 2013
Boundary Ranch 2008 - 2010
Team Panorama Ski Club 2007 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Market Research
Education
Texas A&M University 2013 — 2014
Master's Degree
Dalhousie University 2009 — 2013
Bachelor of Science (B.Sc.) with Honours
University of King's College 2009 — 2010
Junior Kassi Junior Kassi's Metropolitan Equity Partners Experience January 2013 - July 2013
Job Analyst, Metropolitan Equity Partners
Industry Investment Banking
Experience
Metropolitan Equity Partners January 2013 - July 2013
Eureka Capital Markets, LLC September 2012 - January 2013
First Colonial Group May 2012 - July 2012
Investment Banking Institute June 2012 - June 2012
Swiss Finance Institute June 2011 - July 2011
Skills
Financial Modeling, Valuation, Economics, Investment Banking, comparable, Bloomberg Terminal, Microsoft Office, Research, Financial Analysis, Corporate Finance
Education
University of Delaware - Lerner College of Business and Economics
Master of Arts (M.A.), Financial Economics
NYU 2012 — 2012
Internship credit
University of Delaware 2006 — 2010
Bachelor of Arts (BA), Mathematics and Economics
Metropolitan Equity Partners January 2013 - July 2013
Eureka Capital Markets, LLC September 2012 - January 2013
First Colonial Group May 2012 - July 2012
Investment Banking Institute June 2012 - June 2012
Swiss Finance Institute June 2011 - July 2011
Skills
Financial Modeling, Valuation, Economics, Investment Banking, comparable, Bloomberg Terminal, Microsoft Office, Research, Financial Analysis, Corporate Finance
Education
University of Delaware - Lerner College of Business and Economics
Master of Arts (M.A.), Financial Economics
NYU 2012 — 2012
Internship credit
University of Delaware 2006 — 2010
Bachelor of Arts (BA), Mathematics and Economics
John DiFiore John DiFiore's Metropolitan Equity Partners Experience December 2012 - January 2015
Job Executive Managing Director at Colliers International
Industry Real Estate
Experience
Colliers International January 2015 - Present
Metropolitan Equity Partners December 2012 - January 2015
Armstrong Capital Management March 2012 - September 2012
Ed McNulty Realty LLC July 2010 - July 2012
Real Estate Capital Partners 2001 - 2010
MD Sass Real Estate Advisors 1992 - 2001
Arthur Andersen 1985 - 1992
Skills
Investments, Investment Properties, Asset Management, Management, Finance, Commercial Real Estate, Asset Managment, Real Estate, Dispositions, Accounting, Real Estate Transactions, Auditing, Due Diligence, Real Estate Development, Real Estate Economics, Banking
Education
Pace University - Lubin School of Business 1981 — 1985
BBA & MBA, Accounting/Finance
Xaverian High School 1977 — 1981
Colliers International January 2015 - Present
Metropolitan Equity Partners December 2012 - January 2015
Armstrong Capital Management March 2012 - September 2012
Ed McNulty Realty LLC July 2010 - July 2012
Real Estate Capital Partners 2001 - 2010
MD Sass Real Estate Advisors 1992 - 2001
Arthur Andersen 1985 - 1992
Skills
Investments, Investment Properties, Asset Management, Management, Finance, Commercial Real Estate, Asset Managment, Real Estate, Dispositions, Accounting, Real Estate Transactions, Auditing, Due Diligence, Real Estate Development, Real Estate Economics, Banking
Education
Pace University - Lubin School of Business 1981 — 1985
BBA & MBA, Accounting/Finance
Xaverian High School 1977 — 1981
Frank Gallagi Frank Gallagi's Metropolitan Equity Partners Experience 2009 - August 2010
Job Chief Financial Officer at Oceans Omega LLC
Industry Accounting
Experience
Oceans Omega LLC March 2013 - Present
Endeavor Capital Management August 2010 - October 2012
Metropolitan Equity Partners 2009 - August 2010
Greenwoods Capital Partners 2005 - 2009
FG II Ventures 1999 - 2005
Hungarian-American Enterprise Fund 1995 - 1999
Ethan Allen Interiors, Inc 1992 - 1995
KPMG 1988 - 1992
Skills
Private Equity, Venture Capital, Finance, Strategy, Investments, Management, Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Modeling, Corporate Finance
Education
Fordham University 1984 — 1988
Bachelor of Business Administration, Accounting
Fordham University
Oceans Omega LLC March 2013 - Present
Endeavor Capital Management August 2010 - October 2012
Metropolitan Equity Partners 2009 - August 2010
Greenwoods Capital Partners 2005 - 2009
FG II Ventures 1999 - 2005
Hungarian-American Enterprise Fund 1995 - 1999
Ethan Allen Interiors, Inc 1992 - 1995
KPMG 1988 - 1992
Skills
Private Equity, Venture Capital, Finance, Strategy, Investments, Management, Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Modeling, Corporate Finance
Education
Fordham University 1984 — 1988
Bachelor of Business Administration, Accounting
Fordham University
Thomas Mikolasko Thomas Mikolasko's Metropolitan Equity Partners Experience April 2012 — September 2013
Job Entrepreneur and Restaurateur
Industry Food & Beverages
Experience
JH Capital Group October 2013 — November 2014
Metropolitan Equity Partners April 2012 — September 2013
Skills
Private Equity, Venture Capital, Corporate Development, Strategic Planning, Business Development, Knowledge Management, Corporate Finance, New Business Development, Team Building, Information Management, Governance, Restaurant Management, New Restaurant Openings, Restaurants, Operations Management, Business Planning, Strategy, Investments, Due Diligence
Education
State University of New York College at Geneseo 1986 — 1990
Bachelor of Arts (B.A.), Communication/Economics
International Culinary Center 1996 — 1996
Diploma in Culinary Arts, Culinary Arts/Chef Training
JH Capital Group October 2013 — November 2014
Metropolitan Equity Partners April 2012 — September 2013
Skills
Private Equity, Venture Capital, Corporate Development, Strategic Planning, Business Development, Knowledge Management, Corporate Finance, New Business Development, Team Building, Information Management, Governance, Restaurant Management, New Restaurant Openings, Restaurants, Operations Management, Business Planning, Strategy, Investments, Due Diligence
Education
State University of New York College at Geneseo 1986 — 1990
Bachelor of Arts (B.A.), Communication/Economics
International Culinary Center 1996 — 1996
Diploma in Culinary Arts, Culinary Arts/Chef Training
Greg Turner's Metropolitan Equity Partners Experience August 2009 - October 2009
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2010 - Present
Abbott Laboratories 2010 - 2010
Metropolitan Equity Partners August 2009 - October 2009
Man Investments 2007 - August 2009
Man Investments 2003 - 2007
Man Investments 2001 - 2003
GlaxoWellcome 2000 - 2000
University of Southern Queensland 1999 - 2000
University of Southern Queensland 1998 - 1999
University of Southern Queensland 1997 - 1998
Skills
Financial Services, Hedge Funds, Change Management, Project Management, Due Diligence, Ownership, Business Analysis, Risk Management, Business Process..., Cross-functional Team..., Alternative Investments, Business Process, Asset Management, Management, Mergers, SDLC, Analysis, Leadership
Education
Northwestern University - Kellogg School of Management 2006 — 2011
MBA, Finance, Accounting, Business Strategy
University of Southern Queensland 1994 — 1997
Bacherlor of Business, Business Computing, Marketing
Australian Institute of Export
Diploma of Export Management, International Business
University of Southern Queensland
Diploma of Market Research, Marketing
Goldman Sachs July 2010 - Present
Abbott Laboratories 2010 - 2010
Metropolitan Equity Partners August 2009 - October 2009
Man Investments 2007 - August 2009
Man Investments 2003 - 2007
Man Investments 2001 - 2003
GlaxoWellcome 2000 - 2000
University of Southern Queensland 1999 - 2000
University of Southern Queensland 1998 - 1999
University of Southern Queensland 1997 - 1998
Skills
Financial Services, Hedge Funds, Change Management, Project Management, Due Diligence, Ownership, Business Analysis, Risk Management, Business Process..., Cross-functional Team..., Alternative Investments, Business Process, Asset Management, Management, Mergers, SDLC, Analysis, Leadership
Education
Northwestern University - Kellogg School of Management 2006 — 2011
MBA, Finance, Accounting, Business Strategy
University of Southern Queensland 1994 — 1997
Bacherlor of Business, Business Computing, Marketing
Australian Institute of Export
Diploma of Export Management, International Business
University of Southern Queensland
Diploma of Market Research, Marketing
Miles Peet's Metropolitan Equity Partners Experience September 2013 - Present
Job Vice President of Knowledge Management at Metropolitan Equity Partners
Industry Investment Management
Experience
Metropolitan Equity Partners September 2013 - Present
Reed Energy January 2012 - Present
Metropolitan Equity Partners September 2011 - September 2013
Dynasty Investments September 2008 - March 2011
Corus Capital May 2006 - August 2006
Education
Tufts University 2004 — 2008
Bachelor's degree, Economics
Metropolitan Equity Partners September 2013 - Present
Reed Energy January 2012 - Present
Metropolitan Equity Partners September 2011 - September 2013
Dynasty Investments September 2008 - March 2011
Corus Capital May 2006 - August 2006
Education
Tufts University 2004 — 2008
Bachelor's degree, Economics
Matthew Levey's Metropolitan Equity Partners Experience August 2009 - August 2010
Job Founding Partner at FIELD TRIP Jerky
Industry Financial Services
Experience
FIELD TRIP Jerky October 2010 - Present
Exigen Capital August 2010 - February 2012
Metropolitan Equity Partners August 2009 - August 2010
Greene Street Advisors December 2008 - August 2009
Macquarie Bank May 2006 - December 2008
PricewaterhouseCoopers July 2003 - April 2006
Skills
Private Equity, Venture Capital, Valuation, Equities, Mergers, Mergers & Acquisitions, Investment Banking, Portfolio Management, Investments, Corporate Finance, LBO, Financial Structuring
Education
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
B.S. and B.A., Triple Major: (i) Finance, (ii) Economics, and (iii) Entrepreneurship in Emerging Enterprises
FIELD TRIP Jerky October 2010 - Present
Exigen Capital August 2010 - February 2012
Metropolitan Equity Partners August 2009 - August 2010
Greene Street Advisors December 2008 - August 2009
Macquarie Bank May 2006 - December 2008
PricewaterhouseCoopers July 2003 - April 2006
Skills
Private Equity, Venture Capital, Valuation, Equities, Mergers, Mergers & Acquisitions, Investment Banking, Portfolio Management, Investments, Corporate Finance, LBO, Financial Structuring
Education
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
B.S. and B.A., Triple Major: (i) Finance, (ii) Economics, and (iii) Entrepreneurship in Emerging Enterprises
Richard Lin's Metropolitan Equity Partners Experience March 2013 - Present
Job Private Equity and Special Situations Investment Professional
Industry Venture Capital & Private Equity
Experience
Metropolitan Equity Partners March 2013 - Present
U.S. Space LLC January 2011 - Present
Black Diamond Capital Management August 2011 - December 2012
GSC Group July 2007 - July 2011
Banc of America Securities June 2005 - July 2007
Banc of America Securities May 2004 - August 2004
ISTN Inc. May 2003 - August 2003
Skills
Start-ups, Mergers & Acquisitions, Private Equity, Investments, Strategy, Investment Banking
Education
University of Pennsylvania - The Wharton School 2001 — 2005
BS Economics, Finance and Accounting
Metropolitan Equity Partners March 2013 - Present
U.S. Space LLC January 2011 - Present
Black Diamond Capital Management August 2011 - December 2012
GSC Group July 2007 - July 2011
Banc of America Securities June 2005 - July 2007
Banc of America Securities May 2004 - August 2004
ISTN Inc. May 2003 - August 2003
Skills
Start-ups, Mergers & Acquisitions, Private Equity, Investments, Strategy, Investment Banking
Education
University of Pennsylvania - The Wharton School 2001 — 2005
BS Economics, Finance and Accounting
Randee Lee Ganter's Metropolitan Equity Partners Experience September 2008 - January 2010
Job Manager, Marketing Strategies and Programs Alternative Investments at KPMG
Industry Nonprofit Organization Management
Experience
KPMG March 2015 - Present
Managed Funds Association February 2010 - Present
Metropolitan Equity Partners September 2008 - January 2010
Farylrobin January 2006 - July 2007
Jaeger Le Coultre June 2004 - September 2005
Skills
Event Management, Social Media, Microsoft Office, Marketing Communications, Photoshop, Fashion, Marketing Strategy, Word, PowerPoint, Excel, Outlook, Customer Service, Customer Relations, Fundraising, Non-profits, Administration, Administrative Support, Budgeting, Problem Solving, Promotions, Conferences, Scheduling, Coordination, Office Management, Inventory Management, Quickbooks, Teamwork, Data Entry, Supervisory Skills, Special Events, Lotus Notes, Team Building, Windows, Public Relations, Public Speaking
Education
City University of New York 2012 — 2014
Bachelor's Degree, Communication and Media Studies
Fashion Institue of Technology 1998 — 2000
Associates, FMM
Watertown High
Watertown High
KPMG March 2015 - Present
Managed Funds Association February 2010 - Present
Metropolitan Equity Partners September 2008 - January 2010
Farylrobin January 2006 - July 2007
Jaeger Le Coultre June 2004 - September 2005
Skills
Event Management, Social Media, Microsoft Office, Marketing Communications, Photoshop, Fashion, Marketing Strategy, Word, PowerPoint, Excel, Outlook, Customer Service, Customer Relations, Fundraising, Non-profits, Administration, Administrative Support, Budgeting, Problem Solving, Promotions, Conferences, Scheduling, Coordination, Office Management, Inventory Management, Quickbooks, Teamwork, Data Entry, Supervisory Skills, Special Events, Lotus Notes, Team Building, Windows, Public Relations, Public Speaking
Education
City University of New York 2012 — 2014
Bachelor's Degree, Communication and Media Studies
Fashion Institue of Technology 1998 — 2000
Associates, FMM
Watertown High
Watertown High
Suhas Thalapaneni's Metropolitan Equity Partners Experience November 2012 - January 2013
Job Principal Investing Research Analyst, Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Wells Fargo June 2013 - August 2013
Stripes Group February 2013 - May 2013
Metropolitan Equity Partners November 2012 - January 2013
Keley Consulting May 2012 - August 2012
Metropolitan Equity Partners May 2011 - May 2012
Remoba Inc May 2010 - August 2010
Skills
Microsoft Office, Excel, PowerPoint, Word, Research, Financial Analysis, French, DCF, Strategic Planning, Financial Economics, Corporate Finance, Business Development, Mathematica, Stata, Matlab, Microsoft Excel, Microsoft Word, Economics
Education
Columbia University in the City of New York 2010 — 2014
BA, Financial Economics, French & Romance Philology
The Harker School 2006 — 2010
High School
Wells Fargo May 2014 - Present
Wells Fargo June 2013 - August 2013
Stripes Group February 2013 - May 2013
Metropolitan Equity Partners November 2012 - January 2013
Keley Consulting May 2012 - August 2012
Metropolitan Equity Partners May 2011 - May 2012
Remoba Inc May 2010 - August 2010
Skills
Microsoft Office, Excel, PowerPoint, Word, Research, Financial Analysis, French, DCF, Strategic Planning, Financial Economics, Corporate Finance, Business Development, Mathematica, Stata, Matlab, Microsoft Excel, Microsoft Word, Economics
Education
Columbia University in the City of New York 2010 — 2014
BA, Financial Economics, French & Romance Philology
The Harker School 2006 — 2010
High School
John Plange's Metropolitan Equity Partners Experience February 2015 - April 2015
Job Fund Accountant and Administrator: Experience with Private Equity, Equities, Fixed Income, Various Derivatives
Industry Investment Management
Experience
Metropolitan Equity Partners February 2015 - April 2015
Braemar Technical Services January 2014 - November 2014
Double Rock Corporation (formerly) The Reserve September 2005 - June 2010
MTV Networks March 2001 - August 2001
Retirement Systems Group, Inc (n/k/a) Pentegra Retirement Services October 1995 - January 2000
Skills
Asset Management, Banking, Financial Services, Equities, Investments, Wealth Management, Process Improvement, Insurance, Mutual Fund Accountant..., Portfolio Management, Securities, Analysis, Retirement Planning, Microsoft Excel, Risk Management, Business Analysis, Private Equity, Microsoft PowePoint, Microsoft Word, Mutual Funds
Education
University of Greenwich 2001 — 2004
International MBA, Finance and Financial Management Services
Baruch College, City University of New York (CUNY) 1986 — 1988
Bachelor of Arts (B.A.), Finance, General
Metropolitan Equity Partners February 2015 - April 2015
Braemar Technical Services January 2014 - November 2014
Double Rock Corporation (formerly) The Reserve September 2005 - June 2010
MTV Networks March 2001 - August 2001
Retirement Systems Group, Inc (n/k/a) Pentegra Retirement Services October 1995 - January 2000
Skills
Asset Management, Banking, Financial Services, Equities, Investments, Wealth Management, Process Improvement, Insurance, Mutual Fund Accountant..., Portfolio Management, Securities, Analysis, Retirement Planning, Microsoft Excel, Risk Management, Business Analysis, Private Equity, Microsoft PowePoint, Microsoft Word, Mutual Funds
Education
University of Greenwich 2001 — 2004
International MBA, Finance and Financial Management Services
Baruch College, City University of New York (CUNY) 1986 — 1988
Bachelor of Arts (B.A.), Finance, General
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial