Morrow & Co
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Morrow & Co Employees
Employee
Years
Job
Industry
Tommy Berg Tommy Berg's Morrow & Co Experience 2000 - 2002
Job President/Owner at Paradise Watersports, LLC
Industry Leisure, Travel & Tourism
Experience
JM LAFFERTY & ASSOCIATES January 2002 - April 2011
Morrow & Co 2000 - 2002
The Value Group 1987 - 2000
Skills
Business Development, Negotiation, Product Development, New Business Development, Private Equity, Equities, Strategic Planning, Sales Management, Start-ups, Capital Markets, Venture Capital, Investments, Account Management, Asset Managment, Strategic Partnerships, Sales Process, Marketing Strategy, Entrepreneurship, Business Strategy, Equity Research, Strategic Alliances, Due Diligence, Strategy, Global Business..., Market Analysis, Market Research, Channel Partners, Product Marketing, B2B, Direct Sales, CRM, Competitive Analysis, Lead Generation, Sales Presentations, Management, Leadership, Mergers & Acquisitions, Product Management, Sales, Business Alliances, Customer Retention, Solution Selling, Asset Management, Cross-functional Team..., Selling, Salesforce.com, Sales Operations, SaaS
Education
Rollins College
BS
JM LAFFERTY & ASSOCIATES January 2002 - April 2011
Morrow & Co 2000 - 2002
The Value Group 1987 - 2000
Skills
Business Development, Negotiation, Product Development, New Business Development, Private Equity, Equities, Strategic Planning, Sales Management, Start-ups, Capital Markets, Venture Capital, Investments, Account Management, Asset Managment, Strategic Partnerships, Sales Process, Marketing Strategy, Entrepreneurship, Business Strategy, Equity Research, Strategic Alliances, Due Diligence, Strategy, Global Business..., Market Analysis, Market Research, Channel Partners, Product Marketing, B2B, Direct Sales, CRM, Competitive Analysis, Lead Generation, Sales Presentations, Management, Leadership, Mergers & Acquisitions, Product Management, Sales, Business Alliances, Customer Retention, Solution Selling, Asset Management, Cross-functional Team..., Selling, Salesforce.com, Sales Operations, SaaS
Education
Rollins College
BS
Jacqueline Vaughn's Morrow & Co Experience June 2013 - August 2013
Job Support Representative at Dealertrack Technologies
Industry Financial Services
Experience
Dealertrack Technologies April 2014 - Present
RaceTrac Petroleum April 2013 - Present
Morrow & Co June 2013 - August 2013
Jump Start Tax Service January 2013 - April 2013
Bank of America March 2012 - September 2012
Skills
Journal Entries, General Ledger, Accounts Payable, Microsoft Dynamics, Microsoft Office, Microsoft Excel
Education
Delta State University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Southern Mississippi 2006 — 2008
n/a, Accounting
Dealertrack Technologies April 2014 - Present
RaceTrac Petroleum April 2013 - Present
Morrow & Co June 2013 - August 2013
Jump Start Tax Service January 2013 - April 2013
Bank of America March 2012 - September 2012
Skills
Journal Entries, General Ledger, Accounts Payable, Microsoft Dynamics, Microsoft Office, Microsoft Excel
Education
Delta State University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Southern Mississippi 2006 — 2008
n/a, Accounting
Jonathan Hartung Jonathan Hartung's Morrow & Co Experience June 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morrow & Co June 2013 - Present
Dimont & Associates 2012 - 2013
Allstate August 2011 - August 2012
Assurant Solutions November 2007 - April 2010
Sallie Mae April 2007 - November 2007
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, 10 Key, Citrix, Learning Quickly, OCD, Computers, Windows 95, Microsoft Windows 98, Windows 2000, Windows XP Pro, Windows Vista, Windows 7, Windows 8, Lotus Notes, Internet, RightFax
Education
DeVry University-Texas 2011 — 2017
Morrow & Co June 2013 - Present
Dimont & Associates 2012 - 2013
Allstate August 2011 - August 2012
Assurant Solutions November 2007 - April 2010
Sallie Mae April 2007 - November 2007
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, 10 Key, Citrix, Learning Quickly, OCD, Computers, Windows 95, Microsoft Windows 98, Windows 2000, Windows XP Pro, Windows Vista, Windows 7, Windows 8, Lotus Notes, Internet, RightFax
Education
DeVry University-Texas 2011 — 2017
Bill Moro's Morrow & Co Experience September 1991 - October 1994
Job Owner, 1800DryClean
Industry Consumer Services
Experience
1-800-DryClean August 2008 - Present
Tarkett January 2007 - January 2008
United Healthcare January 2006 - January 2007
Telerx 2001 - 2006
Bank of America October 1994 - January 2001
Morrow & Co September 1991 - October 1994
Skills
Lead Generation, Marketing Strategy, New Business Development, Account Management, Sales, Sales Management, Strategic Planning, Marketing, Customer Service, Direct Sales, Business Development, Customer Satisfaction, Cold Calling, Entrepreneurship, Small Business, Team Leadership, Training, Leadership, Team Building, Coaching, Operations Management, Budgets, Call Centers, Customer Retention, Management, Contract Negotiation, Negotiation, Time Management, Forecasting, Process Improvement, Online Marketing, CRM, Insurance, Start-ups, Social Media Marketing, Franchising, Social Networking, Inventory Management, Selling, Business Planning, Franchise Consulting, Sales Process, Strategic Partnerships, Management Consulting, Strategy, Customer Experience, Email Marketing, Outsourcing
Education
Fordham University 1987 — 1991
BS, Finance
St. Francis Prep
1-800-DryClean August 2008 - Present
Tarkett January 2007 - January 2008
United Healthcare January 2006 - January 2007
Telerx 2001 - 2006
Bank of America October 1994 - January 2001
Morrow & Co September 1991 - October 1994
Skills
Lead Generation, Marketing Strategy, New Business Development, Account Management, Sales, Sales Management, Strategic Planning, Marketing, Customer Service, Direct Sales, Business Development, Customer Satisfaction, Cold Calling, Entrepreneurship, Small Business, Team Leadership, Training, Leadership, Team Building, Coaching, Operations Management, Budgets, Call Centers, Customer Retention, Management, Contract Negotiation, Negotiation, Time Management, Forecasting, Process Improvement, Online Marketing, CRM, Insurance, Start-ups, Social Media Marketing, Franchising, Social Networking, Inventory Management, Selling, Business Planning, Franchise Consulting, Sales Process, Strategic Partnerships, Management Consulting, Strategy, Customer Experience, Email Marketing, Outsourcing
Education
Fordham University 1987 — 1991
BS, Finance
St. Francis Prep
Anne Zimmerman Anne Zimmerman's Morrow & Co Experience September 1995 - September 1997
Job at nutrimommy.com
Industry Health, Wellness and Fitness
Experience
nutrimommy.com & Anne Zimmerman Health Counseling September 2007 - Present
ACLU November 2014 - February 2015
Strategic Corporate Research, Inc. January 1998 - September 2001
Morrow & Co September 1995 - September 1997
MacKenzie Partners September 1993 - September 1995
Skills
Entrepreneurship, Food, Nutrition, Nutritional Counseling, Public Speaking, Blogging, Start-ups, Fitness, Social Media Marketing, Sports, Strategic Partnerships, Social Media, Non-profits, Strategic Planning, Wellness, Nonprofits
Education
Fordham University School of Law 1990 — 1993
JD, Law
St. Lawrence University 1985 — 1989
BA, Economics, Government
Institute for Integrative Nutrition / SUNY Purchase 2008 — 2009
Certified Health Counselor, Foods, Nutrition, and Wellness Studies, General
The Shipley School 1981 — 1985
High School
nutrimommy.com & Anne Zimmerman Health Counseling September 2007 - Present
ACLU November 2014 - February 2015
Strategic Corporate Research, Inc. January 1998 - September 2001
Morrow & Co September 1995 - September 1997
MacKenzie Partners September 1993 - September 1995
Skills
Entrepreneurship, Food, Nutrition, Nutritional Counseling, Public Speaking, Blogging, Start-ups, Fitness, Social Media Marketing, Sports, Strategic Partnerships, Social Media, Non-profits, Strategic Planning, Wellness, Nonprofits
Education
Fordham University School of Law 1990 — 1993
JD, Law
St. Lawrence University 1985 — 1989
BA, Economics, Government
Institute for Integrative Nutrition / SUNY Purchase 2008 — 2009
Certified Health Counselor, Foods, Nutrition, and Wellness Studies, General
The Shipley School 1981 — 1985
High School
Edward Grey Edward Grey's Morrow & Co Experience December 1996 - June 1997
Job Investment Banking
Industry Investment Banking
Experience
Watts Capital Group December 2014 - Present
Grey Capital Advisors, LLC June 2004 - December 2014
Trautman Wasserman & Co., Inc. June 1998 - February 2003
Citigate Dewe Rogerson June 1997 - June 1998
Morrow & Co December 1996 - June 1997
MacKenzie Partners January 1995 - December 1996
Education
Vermont Law School 1990 — 1993
Juris Doctorate
Carnegie Mellon University 1985 — 1989
Bachelor of Science (BS), Economics and Industrial Management (Double Major)
Greens Farms Academy 1981 — 1985
Watts Capital Group December 2014 - Present
Grey Capital Advisors, LLC June 2004 - December 2014
Trautman Wasserman & Co., Inc. June 1998 - February 2003
Citigate Dewe Rogerson June 1997 - June 1998
Morrow & Co December 1996 - June 1997
MacKenzie Partners January 1995 - December 1996
Education
Vermont Law School 1990 — 1993
Juris Doctorate
Carnegie Mellon University 1985 — 1989
Bachelor of Science (BS), Economics and Industrial Management (Double Major)
Greens Farms Academy 1981 — 1985
Darren Morrow, CPA Darren Morrow, CPA's Morrow & Co Experience September 2014 - Present
Job Partner at Morrow & Co
Industry Accounting
Experience
Morrow & Co September 2014 - Present
Nienow & Tierney, LLP June 2010 - September 2014
White Nelson & Co, LLP January 2010 - April 2010
Miller, Kaplan, Arase & Co., LLP September 2008 - January 2010
Skills
Tax Preparation, Income Tax, Accounting, Bookkeeping, Auditing, Budgeting, Small Business, Lacerte, Cost Accounting, Budgets, Financial Accounting, Tax, Account Reconciliation, Tax Accounting, Financial Statements, QuickBooks, GAAP, Financial Reporting, Accounts Payable, Payroll, Accounts Receivable, CPA, General Ledger, Corporate Tax, Tax Returns
Education
California State University-Long Beach - College of Business Administration 2005 — 2008
Bachelor of Science, Accountancy
Morrow & Co September 2014 - Present
Nienow & Tierney, LLP June 2010 - September 2014
White Nelson & Co, LLP January 2010 - April 2010
Miller, Kaplan, Arase & Co., LLP September 2008 - January 2010
Skills
Tax Preparation, Income Tax, Accounting, Bookkeeping, Auditing, Budgeting, Small Business, Lacerte, Cost Accounting, Budgets, Financial Accounting, Tax, Account Reconciliation, Tax Accounting, Financial Statements, QuickBooks, GAAP, Financial Reporting, Accounts Payable, Payroll, Accounts Receivable, CPA, General Ledger, Corporate Tax, Tax Returns
Education
California State University-Long Beach - College of Business Administration 2005 — 2008
Bachelor of Science, Accountancy
Christopher Lowell Christopher Lowell's Morrow & Co Experience January 2008 - August 2008
Job Tutor
Industry Primary/Secondary Education
Experience
Self-employed September 2012 - Present
DOG4 Games August 2013 - Present
Morrow & Co January 2008 - August 2008
Banco de Chile May 2005 - September 2005
Skills
Copy Editing, Technical Writing, C, Java, Tutoring, Online Tutoring, Game Theory, Statistics, Combinatorics, Management of small..., Analysis, C, HTML, Mathematics, Management, Microsoft Office, Physics, Programming, Python, Testing
Education
Stony Brook University 2012 — 2014
Bachelor of Science (B.S.), Mathematics
Suffolk County Community College 2011 — 2012
Self-employed September 2012 - Present
DOG4 Games August 2013 - Present
Morrow & Co January 2008 - August 2008
Banco de Chile May 2005 - September 2005
Skills
Copy Editing, Technical Writing, C, Java, Tutoring, Online Tutoring, Game Theory, Statistics, Combinatorics, Management of small..., Analysis, C, HTML, Mathematics, Management, Microsoft Office, Physics, Programming, Python, Testing
Education
Stony Brook University 2012 — 2014
Bachelor of Science (B.S.), Mathematics
Suffolk County Community College 2011 — 2012
Benjamin Trent Benjamin Trent's Morrow & Co Experience April 2010 - September 2012
Job Attorney
Industry Law Practice
Experience
Self-employed November 2009 - Present
Morrow & Co April 2010 - September 2012
Skills
Legal Research, Legal Writing, Trial Advocacy, Preparation of Wills, Small Business, Contract Negotiation, Breach Of Contract, Secured Transactions, Landlord/Tenant Matters, Copyright Registration, Trademarks, Trademark Infringement, Family Law, Divorce Law, Contract Law, Premises Liability..., Education Law, Child Advocacy, Student Conduct, Student Discipline, 504 Plans, Criminal Law, DUI Defense, Appeals, Shareholder Activism, Proxy Voting, Consumer Law, Consumer Debt, Academic Tutoring, Martial Arts Instruction, Karate, Kung Fu, Military Experience, Veterans, Microsoft Excel, Microsoft Word, Legal Discovery...
Education
Drexel University 2006 — 2009
Juris Doctor (J.D.), Law
Temple University 2002 — 2005
Bachelor's Degree, Latin Language and Literature, Political Science, Magna Cum Laude with Honors in Political Science
Self-employed November 2009 - Present
Morrow & Co April 2010 - September 2012
Skills
Legal Research, Legal Writing, Trial Advocacy, Preparation of Wills, Small Business, Contract Negotiation, Breach Of Contract, Secured Transactions, Landlord/Tenant Matters, Copyright Registration, Trademarks, Trademark Infringement, Family Law, Divorce Law, Contract Law, Premises Liability..., Education Law, Child Advocacy, Student Conduct, Student Discipline, 504 Plans, Criminal Law, DUI Defense, Appeals, Shareholder Activism, Proxy Voting, Consumer Law, Consumer Debt, Academic Tutoring, Martial Arts Instruction, Karate, Kung Fu, Military Experience, Veterans, Microsoft Excel, Microsoft Word, Legal Discovery...
Education
Drexel University 2006 — 2009
Juris Doctor (J.D.), Law
Temple University 2002 — 2005
Bachelor's Degree, Latin Language and Literature, Political Science, Magna Cum Laude with Honors in Political Science
Jonathan Sauer's Morrow & Co Experience August 2008 - October 2010
Job Senior Associate at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2012 - Present
First Republic Bank October 2010 - June 2012
Morrow & Co August 2008 - October 2010
First Republic Bank 2006 - 2008
Education
Fordham University 2004 — 2008
Bachelor of Science (BS), Finance, General
Chaminade High School
First Republic Bank June 2012 - Present
First Republic Bank October 2010 - June 2012
Morrow & Co August 2008 - October 2010
First Republic Bank 2006 - 2008
Education
Fordham University 2004 — 2008
Bachelor of Science (BS), Finance, General
Chaminade High School
Joe Tursone Joe Tursone's Morrow & Co Experience May 2015 - Present
Job Assistant Systems Administrator Have the ability to take on various responsibilities that require dedication.
Industry Information Technology and Services
Experience
Morrow & Co May 2015 - Present
Pinnacle Consulting Group, Inc. February 2013 - September 2014
Valerie Wilson Travel September 2011 - February 2013
Morningside House Nursing Home, Inc. September 2005 - July 2011
Hebrew Hospital Home, Inc. September 2002 - April 2005
Emagine Solutions, Inc. June 2000 - January 2001
Avon March 1996 - May 2000
Skills
Active Directory, Networking, Security, Information Technology, Databases, Servers, Windows 7, System Deployment, VPN, Network Administration, Software Installation
Education
Pace University 2008 — 2012
MS, Information Systems
Pace University 1993 — 2000
BS, Information Systems
Morrow & Co May 2015 - Present
Pinnacle Consulting Group, Inc. February 2013 - September 2014
Valerie Wilson Travel September 2011 - February 2013
Morningside House Nursing Home, Inc. September 2005 - July 2011
Hebrew Hospital Home, Inc. September 2002 - April 2005
Emagine Solutions, Inc. June 2000 - January 2001
Avon March 1996 - May 2000
Skills
Active Directory, Networking, Security, Information Technology, Databases, Servers, Windows 7, System Deployment, VPN, Network Administration, Software Installation
Education
Pace University 2008 — 2012
MS, Information Systems
Pace University 1993 — 2000
BS, Information Systems
Gregory Elting Gregory Elting's Morrow & Co Experience July 2007 - February 2008
Job Sales Associate at Weichert Realtors
Industry Real Estate
Experience
Weichert Realtors March 2013 - Present
Northwestern Mutual July 2010 - May 2011
Westchester Country Club March 2008 - October 2009
Morrow & Co July 2007 - February 2008
Skills
Public Speaking, Sales, Leadership, Customer Service, Management, Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Microsoft Word, Social Media
Education
Fairfield University 2003 — 2007
Bachelor's, Communicationns
Weichert Realtors March 2013 - Present
Northwestern Mutual July 2010 - May 2011
Westchester Country Club March 2008 - October 2009
Morrow & Co July 2007 - February 2008
Skills
Public Speaking, Sales, Leadership, Customer Service, Management, Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Microsoft Word, Social Media
Education
Fairfield University 2003 — 2007
Bachelor's, Communicationns
Jonathan Bozzuto Jonathan Bozzuto's Morrow & Co Experience September 2012 - Present
Job Analyst at Morrow & Co
Industry Financial Services
Experience
Morrow & Co September 2012 - Present
Applied Portfolio Management-Quinnipiac Equity Portfolio August 2011 - May 2012
FED Challenge August 2011 - May 2012
Northwestern Mutual May 2010 - January 2011
Fastenal February 2009 - September 2009
Skills
Bloomberg Terminal, Morningstar, Capital IQ, Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Investments, Portfolio Management, Microsoft Word, Financial Analysis, Access, Outlook, Economics
Education
Quinnipiac University - School of Business 2008 — 2012
BS, Finance, Economics
Cheshire Academy 2004 — 2008
Morrow & Co September 2012 - Present
Applied Portfolio Management-Quinnipiac Equity Portfolio August 2011 - May 2012
FED Challenge August 2011 - May 2012
Northwestern Mutual May 2010 - January 2011
Fastenal February 2009 - September 2009
Skills
Bloomberg Terminal, Morningstar, Capital IQ, Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Investments, Portfolio Management, Microsoft Word, Financial Analysis, Access, Outlook, Economics
Education
Quinnipiac University - School of Business 2008 — 2012
BS, Finance, Economics
Cheshire Academy 2004 — 2008
Jonathan Ostroff's Morrow & Co Experience March 2006 - Present
Job
Industry Management Consulting
Experience
Morrow & Co March 2006 - Present
Temple Beth El 2004 - 2006
FocusPoint, Manhattan September 2002 - June 2003
FitLinxx 2000 - 2001
Skills
Marketing, Digital Marketing, Data Analysis, Brand Management, Leadership, Research, Marketing Strategy, Strategic Planning, SEO, Strategy, Business Strategy, Analysis, Salesforce.com, Marketing Research, Project Management, Analytics, CRM, Social Media, Marketing Communications, Corporate Branding, Public Speaking, Event Planning, HTML, Corporate Communications
Education
The University of Connecticut School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Maryland College Park 1994 — 1999
Bachelor of Arts
University of California, Irvine 2006 — 2008
Certificate
Morrow & Co March 2006 - Present
Temple Beth El 2004 - 2006
FocusPoint, Manhattan September 2002 - June 2003
FitLinxx 2000 - 2001
Skills
Marketing, Digital Marketing, Data Analysis, Brand Management, Leadership, Research, Marketing Strategy, Strategic Planning, SEO, Strategy, Business Strategy, Analysis, Salesforce.com, Marketing Research, Project Management, Analytics, CRM, Social Media, Marketing Communications, Corporate Branding, Public Speaking, Event Planning, HTML, Corporate Communications
Education
The University of Connecticut School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Maryland College Park 1994 — 1999
Bachelor of Arts
University of California, Irvine 2006 — 2008
Certificate
Tom Kies's Morrow & Co Experience November 1981 - June 1987
Job Executive Vice President American Stock Transfer
Industry Financial Services
Experience
American Stock Transfer & Trust Co LLC March 2010 - Present
Laurel Hill Advisory Group 2008 - 2010
Georgeson Shareholder September 1997 - December 2008
Computershare 2004 - 2007
DF King September 1990 - September 1997
Manufacturers Hanover Trust June 1987 - September 1990
Morrow & Co November 1981 - June 1987
Skills
Corporate Governance, Sales, Investor Relations, Strategic Planning, Risk Management, Equities, Leadership, Banking, New Business Development, Financial Services, Mutual Funds, Relationship Management, Securities, Strategy, Vendor Management, Due Diligence, Capital Markets, Mergers & Acquisitions, Selling, Account Management, Marketing Strategy, Call Center, Management, Corporate Actions, Hedge Funds, Investments, Business Development, Mergers, Business Analysis, Corporate Finance, Corporate Communications
Education
Rider University 1976 — 1981
American Stock Transfer & Trust Co LLC March 2010 - Present
Laurel Hill Advisory Group 2008 - 2010
Georgeson Shareholder September 1997 - December 2008
Computershare 2004 - 2007
DF King September 1990 - September 1997
Manufacturers Hanover Trust June 1987 - September 1990
Morrow & Co November 1981 - June 1987
Skills
Corporate Governance, Sales, Investor Relations, Strategic Planning, Risk Management, Equities, Leadership, Banking, New Business Development, Financial Services, Mutual Funds, Relationship Management, Securities, Strategy, Vendor Management, Due Diligence, Capital Markets, Mergers & Acquisitions, Selling, Account Management, Marketing Strategy, Call Center, Management, Corporate Actions, Hedge Funds, Investments, Business Development, Mergers, Business Analysis, Corporate Finance, Corporate Communications
Education
Rider University 1976 — 1981
Rory Rumore's Morrow & Co Experience October 2008 - Present
Job Senior Analyst
Industry Financial Services
Experience
Morrow & Co October 2008 - Present
InvestorCom 2007 - August 2012
Thomson 2005 - 2007
Thomson Scientific & Healthcare 2004 - 2005
Skills
Capital Markets, Financial Modeling, Investor Relations, Equities, Bloomberg, Financial Analysis, Microsoft Excel, Business Strategy, Equity Research, Hedge Funds, Fixed Income, Market Research, Strategic Planning, Project Management, PowerPoint
Education
Nichols College 2006 — 2015
Master of Business Administration (MBA), in progess, Finance, General
Sacred Heart University 2001 — 2004
BA, Psychology
Morrow & Co October 2008 - Present
InvestorCom 2007 - August 2012
Thomson 2005 - 2007
Thomson Scientific & Healthcare 2004 - 2005
Skills
Capital Markets, Financial Modeling, Investor Relations, Equities, Bloomberg, Financial Analysis, Microsoft Excel, Business Strategy, Equity Research, Hedge Funds, Fixed Income, Market Research, Strategic Planning, Project Management, PowerPoint
Education
Nichols College 2006 — 2015
Master of Business Administration (MBA), in progess, Finance, General
Sacred Heart University 2001 — 2004
BA, Psychology
Leslie Klapperich's Morrow & Co Experience 2006 - 2007
Job Wealth Management Business Analyst at BNY Mellon
Industry Banking
Experience
BNY Mellon April 2012 - Present
BNY Mellon November 2010 - April 2012
BNY Mellon December 2007 - November 2010
Morrow & Co 2006 - 2007
Federated Investors 2002 - 2006
Skills
Corporate Actions, Financial Services, Mutual Funds, Securities, Equities, Bloomberg, Investments, Hedge Funds, Capital Markets, Back Office, Investor Relations, Relationship Management, Fixed Income, Financial Analysis, Financial Markets, Asset Management, Wealth Management
Education
Duquesne University
Bachelor of Arts (B.A.), Communication Stuidies; Public Relations
BNY Mellon April 2012 - Present
BNY Mellon November 2010 - April 2012
BNY Mellon December 2007 - November 2010
Morrow & Co 2006 - 2007
Federated Investors 2002 - 2006
Skills
Corporate Actions, Financial Services, Mutual Funds, Securities, Equities, Bloomberg, Investments, Hedge Funds, Capital Markets, Back Office, Investor Relations, Relationship Management, Fixed Income, Financial Analysis, Financial Markets, Asset Management, Wealth Management
Education
Duquesne University
Bachelor of Arts (B.A.), Communication Stuidies; Public Relations
Alper Sungur, CFA's Morrow & Co Experience 1999 - 2003
Job Global Wealth Management Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2010 - Present
Sidoti & Company, LLC 2005 - 2009
Inflection Capital LLC 2003 - 2005
Morrow & Co 1999 - 2003
Education
University of Connecticut 1995 — 1999
Bachelor of Science, Finance/Economics
Morgan Stanley 2010 - Present
Sidoti & Company, LLC 2005 - 2009
Inflection Capital LLC 2003 - 2005
Morrow & Co 1999 - 2003
Education
University of Connecticut 1995 — 1999
Bachelor of Science, Finance/Economics
Louis Kersten's Morrow & Co Experience September 1986 - July 1994
Job Senior Supervisor at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Insurance
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas September 2013 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas January 2013 - September 2013
Hallmark Services Corporation May 2005 - December 2012
The Ecco Group September 2003 - May 2005
NewTel, Inc. January 2001 - June 2003
Strategic Compensation Research Associates July 1994 - November 2000
Morrow & Co September 1986 - July 1994
Skills
Health Insurance, Shareholder..., Corporate Governance, Customer Service, Change Management, Talent Management, Risk Management, Business Analysis, Team Building, Access, Microsoft Excel
Education
Grinnell College
BA
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas September 2013 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas January 2013 - September 2013
Hallmark Services Corporation May 2005 - December 2012
The Ecco Group September 2003 - May 2005
NewTel, Inc. January 2001 - June 2003
Strategic Compensation Research Associates July 1994 - November 2000
Morrow & Co September 1986 - July 1994
Skills
Health Insurance, Shareholder..., Corporate Governance, Customer Service, Change Management, Talent Management, Risk Management, Business Analysis, Team Building, Access, Microsoft Excel
Education
Grinnell College
BA
Eric Kamback's Morrow & Co Experience January 2011 - Present
Job Account Executive at Morrow & Co
Industry Capital Markets
Experience
Morrow & Co January 2011 - Present
Skills
Microsoft Excel
Education
Middlebury College
Morrow & Co January 2011 - Present
Skills
Microsoft Excel
Education
Middlebury College
Rodney Yap's Morrow & Co Experience June 1990 - December 1991
Job Director of Industry Data and Analysis at TrueCar, Inc.
Industry Financial Services
Experience
TrueCar, Inc. February 2015 - Present
Bloomberg March 1992 - February 2015
Morrow & Co June 1990 - December 1991
Skills
Journalism, Management, Data Analysis, Financial Research, Project Management, Computer Assisted..., News Writing, Copy Editing, Editing, Media Relations, Business News, Feature Articles, Television, Newspapers, Social Networking, Social Media, Writing, Computer-assisted..., Content Strategy, AP Style, Editorial, Marketing Strategy, Leadership, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick
The Lawrenceville School
TrueCar, Inc. February 2015 - Present
Bloomberg March 1992 - February 2015
Morrow & Co June 1990 - December 1991
Skills
Journalism, Management, Data Analysis, Financial Research, Project Management, Computer Assisted..., News Writing, Copy Editing, Editing, Media Relations, Business News, Feature Articles, Television, Newspapers, Social Networking, Social Media, Writing, Computer-assisted..., Content Strategy, AP Style, Editorial, Marketing Strategy, Leadership, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick
The Lawrenceville School
Michael Haesche's Morrow & Co Experience May 2005 - Present
Job Controller at Morrow & Co
Industry Capital Markets
Experience
Morrow & Co May 2005 - Present
Skills
CPA, Financial Analysis, Financial Reporting
Education
Iona College 1984 — 1989
BBA, Accounting
Morrow & Co May 2005 - Present
Skills
CPA, Financial Analysis, Financial Reporting
Education
Iona College 1984 — 1989
BBA, Accounting
Andrew F Wallace's Morrow & Co Experience December 1996 - June 1998
Job Real Estate Developer
Industry Real Estate
Experience
Oasis Real Estate Group May 2014 - Present
SyncPark, LLC July 2012 - Present
HGW Real Estate Group January 2012 - March 2013
First Field, LLC March 2011 - October 2011
Fareri Associates, LP July 2005 - March 2011
Independent Projects January 2004 - July 2005
Value Retail, PLC December 1998 - December 2003
Travel June 1998 - December 1998
Morrow & Co December 1996 - June 1998
Mediterranean Shipping Company U.S.A July 1996 - December 1996
Education
Georgetown University 1992 — 1996
Bachelor of Arts (B.A.)
Portsmouth Abbey School 1990 — 1992
Brunswick School 1988 — 1990
Oasis Real Estate Group May 2014 - Present
SyncPark, LLC July 2012 - Present
HGW Real Estate Group January 2012 - March 2013
First Field, LLC March 2011 - October 2011
Fareri Associates, LP July 2005 - March 2011
Independent Projects January 2004 - July 2005
Value Retail, PLC December 1998 - December 2003
Travel June 1998 - December 1998
Morrow & Co December 1996 - June 1998
Mediterranean Shipping Company U.S.A July 1996 - December 1996
Education
Georgetown University 1992 — 1996
Bachelor of Arts (B.A.)
Portsmouth Abbey School 1990 — 1992
Brunswick School 1988 — 1990