NCM Capital
Description
Address: 161 Franklin Turnpike, Ramsey, NJ 07446 Phone: (201) 529-1429: : Hours: : Place name: : Category: : Website: : Website: http://www.ncmcapitalmgmt.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of NCM Capital Management LLC Posting publicly on the Web Write a review Reviews Be the first to review
NCM Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at NCM Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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NCM Capital Employees
Employee
Years
Job
Industry
SANDRA McKeating SANDRA McKeating's NCM Capital Experience November 2010 - January 2012
Job Massage Therapist at Massage Envy
Industry Medical Practice
Experience
Massage Envy October 2011 - Present
NCM Capital November 2010 - January 2012
Skills
Equities, Asset Managment, Bloomberg, Asset Allocation, Portfolio Management, Mutual Funds, Investments, Equity Research, Financial Modeling, Valuation, Quantitative Analytics, Financial Analysis, Finance, Microsoft Excel, Access, Accounting, Project Management, Budgets, Team Leadership, Research, Deep Tissue Massage
Education
Everest College-Anaheim 2010 — 2011
Massage Envy October 2011 - Present
NCM Capital November 2010 - January 2012
Skills
Equities, Asset Managment, Bloomberg, Asset Allocation, Portfolio Management, Mutual Funds, Investments, Equity Research, Financial Modeling, Valuation, Quantitative Analytics, Financial Analysis, Finance, Microsoft Excel, Access, Accounting, Project Management, Budgets, Team Leadership, Research, Deep Tissue Massage
Education
Everest College-Anaheim 2010 — 2011
Shontelle McGuire Shontelle McGuire's NCM Capital Experience September 2012 - October 2013
Job Actuarial Associate at TIAACREF
Industry Design
Experience
TIAA-CREF November 2013 - Present
NCM Capital September 2012 - October 2013
NCM Capital May 2012 - September 2012
MD Global Partners, LLC December 2011 - January 2012
Barnyard Community Center January 2010 - June 2011
National Insurance Scheme June 2008 - August 2008
Skills
Financial Modeling, Market Research, Mutual Funds, Investment Management, Due Diligence, Economics, Investments, Investment Banking, Securities, Analysis, Portfolio Management, Equities, Valuation, Bloomberg
Education
Duke Fuqua School of Business 2011 — 2012
Master of Management Studies, Foundations of Business
University of Miami 2007 — 2009
Bachelor of Science (B.S.), Mathematics, Economics
Actuarial Qualifications
TIAA-CREF November 2013 - Present
NCM Capital September 2012 - October 2013
NCM Capital May 2012 - September 2012
MD Global Partners, LLC December 2011 - January 2012
Barnyard Community Center January 2010 - June 2011
National Insurance Scheme June 2008 - August 2008
Skills
Financial Modeling, Market Research, Mutual Funds, Investment Management, Due Diligence, Economics, Investments, Investment Banking, Securities, Analysis, Portfolio Management, Equities, Valuation, Bloomberg
Education
Duke Fuqua School of Business 2011 — 2012
Master of Management Studies, Foundations of Business
University of Miami 2007 — 2009
Bachelor of Science (B.S.), Mathematics, Economics
Actuarial Qualifications
Benjamin Kadlec Benjamin Kadlec's NCM Capital Experience July 2010 - March 2013
Job Partner Financial Consultant
Industry Financial Services
Experience
Legacy Wealth Strategies - AXA Advisors January 2014 - Present
The Business Strategies Group of North Carolina - AXA Advisors October 2014 - Present
AXA Advisors March 2013 - Present
NCM Capital July 2010 - March 2013
First Investors Corporation November 2005 - July 2010
The Buckingham Research Group February 2002 - November 2005
Orbitex Management, Inc April 2001 - February 2002
Skills
Financial Modeling, Wealth Accumulation..., Wealth Management, Tax-advantaged..., Financial Analysis, Investment Strategies, Succession Planning..., Alternative Investment..., Portfolio Performance..., Multi-generational..., Executive Management..., Marketing Strategy, Networking Strategy, Sales Strategy, Hedge Fund Strategies
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
MBA, Finance and Marketing
Trinity College-Hartford 1992 — 1996
BA, Economics
Summit High School 1988 — 1992
Legacy Wealth Strategies - AXA Advisors January 2014 - Present
The Business Strategies Group of North Carolina - AXA Advisors October 2014 - Present
AXA Advisors March 2013 - Present
NCM Capital July 2010 - March 2013
First Investors Corporation November 2005 - July 2010
The Buckingham Research Group February 2002 - November 2005
Orbitex Management, Inc April 2001 - February 2002
Skills
Financial Modeling, Wealth Accumulation..., Wealth Management, Tax-advantaged..., Financial Analysis, Investment Strategies, Succession Planning..., Alternative Investment..., Portfolio Performance..., Multi-generational..., Executive Management..., Marketing Strategy, Networking Strategy, Sales Strategy, Hedge Fund Strategies
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
MBA, Finance and Marketing
Trinity College-Hartford 1992 — 1996
BA, Economics
Summit High School 1988 — 1992
Rachelle R. Robinson Rachelle R. Robinson's NCM Capital Experience May 2006 - June 2007
Job Accountant at North Carolina State University
Industry Financial Services
Experience
North Carolina State University October 2012 - Present
SECU August 2008 - July 2012
Robert Half Management Resources April 2008 - July 2008
PharmaDirections 2008 - 2008
NCM Capital May 2006 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Research, Outlook, Photoshop, Teaching, Budgets, Public Speaking, Financial Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, Trading, Settlement, Account Management, Accounting, Access, Problem Solving, Process Improvement, General Ledger, Investment Banking, Retail Banking, Mortgage Lending, Consumer Lending, Corporate Training, Tax, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Science (M.S.), Finance
Nyack College
Bachelor of Science (B.S.), Organizational Management
North Carolina State University October 2012 - Present
SECU August 2008 - July 2012
Robert Half Management Resources April 2008 - July 2008
PharmaDirections 2008 - 2008
NCM Capital May 2006 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Research, Outlook, Photoshop, Teaching, Budgets, Public Speaking, Financial Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, Trading, Settlement, Account Management, Accounting, Access, Problem Solving, Process Improvement, General Ledger, Investment Banking, Retail Banking, Mortgage Lending, Consumer Lending, Corporate Training, Tax, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Science (M.S.), Finance
Nyack College
Bachelor of Science (B.S.), Organizational Management
Susan R. Ingram, CFA Susan R. Ingram, CFA's NCM Capital Experience April 1990 - July 1994
Job Fixed income investment professional
Industry Investment Management
Experience
ElectriCities of NC July 1994 - May 2014
NCM Capital April 1990 - July 1994
First Federal Savings and Loan Association September 1987 - March 1990
Student Loan Marketing Association (Sallie Mae) March 1984 - June 1987
Federal Reserve Board August 1980 - March 1984
Skills
Investment Management, Investments, Budgets, Finance, Risk Management, Financial Reporting, Portfolio Management, Valuation, Capital Markets, Microsoft Excel, Asset Allocation, Financial Modeling, Accounting, Strategic Financial..., Fixed Income, Asset Management, Financial Markets, Investment Strategies, Financial Planning
Education
The George Washington University - School of Business 1984 — 1986
MBA, Finance
University of North Carolina at Chapel Hill 1976 — 1980
Bachelor's Degree, Business Admininistration
ElectriCities of NC July 1994 - May 2014
NCM Capital April 1990 - July 1994
First Federal Savings and Loan Association September 1987 - March 1990
Student Loan Marketing Association (Sallie Mae) March 1984 - June 1987
Federal Reserve Board August 1980 - March 1984
Skills
Investment Management, Investments, Budgets, Finance, Risk Management, Financial Reporting, Portfolio Management, Valuation, Capital Markets, Microsoft Excel, Asset Allocation, Financial Modeling, Accounting, Strategic Financial..., Fixed Income, Asset Management, Financial Markets, Investment Strategies, Financial Planning
Education
The George Washington University - School of Business 1984 — 1986
MBA, Finance
University of North Carolina at Chapel Hill 1976 — 1980
Bachelor's Degree, Business Admininistration
Adam Siegelstein Adam Siegelstein's NCM Capital Experience June 2010 - August 2010
Job Financial Manager
Industry Information Technology and Services
Experience
OpenPeak February 2012 - October 2013
OpenPeak June 2011 - February 2012
NCM Capital June 2010 - August 2010
The Kershner Trading Group April 2006 - November 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Corporate Finance, Working Capital..., Expense Management, Treasury, Leases, Capital Markets, Capital Structure, Venture Financing, Venture Capital, Debt, Preferred Stock, Warrants, Stock Compensation, Investor Relations, Monthly Closing, Bank Reconciliation, Equity Research, Portfolio Management, NetSuite, Capital IQ, Entrepreneurship, E-commerce
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Corporate Finance, Investment Management
The University of Texas at Austin 2002 — 2005
B.A., Government, Business minor, 3.7 GPA
OpenPeak February 2012 - October 2013
OpenPeak June 2011 - February 2012
NCM Capital June 2010 - August 2010
The Kershner Trading Group April 2006 - November 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Corporate Finance, Working Capital..., Expense Management, Treasury, Leases, Capital Markets, Capital Structure, Venture Financing, Venture Capital, Debt, Preferred Stock, Warrants, Stock Compensation, Investor Relations, Monthly Closing, Bank Reconciliation, Equity Research, Portfolio Management, NetSuite, Capital IQ, Entrepreneurship, E-commerce
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Corporate Finance, Investment Management
The University of Texas at Austin 2002 — 2005
B.A., Government, Business minor, 3.7 GPA
Reg Weaver Reg Weaver's NCM Capital Experience January 1992 - May 1999
Job Senior Trader at Cheevers & Company, Inc.
Industry Financial Services
Experience
Cheevers & Company, Inc. February 2013 - Present
MR Beal & Company November 2010 - February 2013
Gardner Rich, LLC June 2009 - November 2010
William Blair and Company February 2000 - December 2008
NCM Capital January 1992 - May 1999
Ariel Capital Management 1985 - 1985
Education
Morehouse College 1983 — 1988
B.A., Finance
St. Peter Lutheran
St. Peter Lutheran
Cheevers & Company, Inc. February 2013 - Present
MR Beal & Company November 2010 - February 2013
Gardner Rich, LLC June 2009 - November 2010
William Blair and Company February 2000 - December 2008
NCM Capital January 1992 - May 1999
Ariel Capital Management 1985 - 1985
Education
Morehouse College 1983 — 1988
B.A., Finance
St. Peter Lutheran
St. Peter Lutheran
Sherease Raeford's NCM Capital Experience February 2000 - February 2001
Job Operations & Marketing Manager
Industry Hospital & Health Care
Experience
LIVEWELL Private Care October 2011 - July 2015
Self-Employed (formerly dba Beyond Custom Creations) June 2006 - September 2009
NCM Capital February 2000 - February 2001
NCM Capital January 1999 - January 2000
Sloan Financial Group May 1998 - January 1999
Skills
Event Planning, Management, Analysis, Start-ups, Social Media, Operations Management, Highly detail oriented, Social Media Marketing, SEO, Research, Entrepreneurship, Online Advertising, Digital Media, Fundraising, Online Marketing, Strategic Partnerships, Marketing, Leadership, Social Networking, Strategic Planning, Public Relations, Sales, Strategy, Business Planning, Email Marketing, Event Management, Public Speaking, Business Development, Digital Marketing, Marketing Strategy, Advertising, Facebook, New Media
Education
North Carolina Central University 1996 — 2000
BBA, Finance
LIVEWELL Private Care October 2011 - July 2015
Self-Employed (formerly dba Beyond Custom Creations) June 2006 - September 2009
NCM Capital February 2000 - February 2001
NCM Capital January 1999 - January 2000
Sloan Financial Group May 1998 - January 1999
Skills
Event Planning, Management, Analysis, Start-ups, Social Media, Operations Management, Highly detail oriented, Social Media Marketing, SEO, Research, Entrepreneurship, Online Advertising, Digital Media, Fundraising, Online Marketing, Strategic Partnerships, Marketing, Leadership, Social Networking, Strategic Planning, Public Relations, Sales, Strategy, Business Planning, Email Marketing, Event Management, Public Speaking, Business Development, Digital Marketing, Marketing Strategy, Advertising, Facebook, New Media
Education
North Carolina Central University 1996 — 2000
BBA, Finance
Isaac Green Isaac Green's NCM Capital Experience August 1988 - March 1993
Job Founder, Chief Executive Officer
Industry Investment Management
Experience
Piedmont Investment Advisors August 2000 - Present
Loomis Sayles April 1993 - July 2000
NCM Capital August 1988 - March 1993
NCNB August 1985 - August 1988
Skills
Investment Management, Portfolio Management, Investment Research, Quantitative Investing, Fundamental Analysis, Equities, Investments, Asset Managment, Asset Allocation, Equity Research, Financial Modeling, Fixed Income, Asset Management, Capital Markets, Equity Trading, Mutual Funds, Valuation, Due Diligence, Bonds, Investment Strategies, Equity Valuation
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance, Business Economics
Duke University 1979 — 1983
AB, Economics, History
Piedmont Investment Advisors August 2000 - Present
Loomis Sayles April 1993 - July 2000
NCM Capital August 1988 - March 1993
NCNB August 1985 - August 1988
Skills
Investment Management, Portfolio Management, Investment Research, Quantitative Investing, Fundamental Analysis, Equities, Investments, Asset Managment, Asset Allocation, Equity Research, Financial Modeling, Fixed Income, Asset Management, Capital Markets, Equity Trading, Mutual Funds, Valuation, Due Diligence, Bonds, Investment Strategies, Equity Valuation
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance, Business Economics
Duke University 1979 — 1983
AB, Economics, History
David Kraus, CFA, CMA, CIPM David Kraus, CFA, CMA, CIPM's NCM Capital Experience 2000 - 2003
Job Seeking Financial Leadership Role
Industry Venture Capital & Private Equity
Experience
Commonwealth Advisors / M6 Partners December 2008 - May 2015
Practical Business Solutions LLC September 2003 - December 2008
Fidelity 2007 - 2008
NCM Capital 2000 - 2003
SUNY Buffalo 1994 - 1999
Skills
Business Process..., Financial Modeling, Systems Analysis, Investments, Asset Management, Budgeting, Mutual Funds, Research, Cash Flow Forecasting, Financial Analysis, Financial Reporting, Budgets, Accounting, Analysis, Portfolio Management, Strategic Planning, Corporate Finance, Business Analysis, Management, Valuation
Education
State University of New York at Buffalo - School of Management 1988 — 1990
MBA, Finance
University of Dayton 1984 — 1988
BA, Economics
Commonwealth Advisors / M6 Partners December 2008 - May 2015
Practical Business Solutions LLC September 2003 - December 2008
Fidelity 2007 - 2008
NCM Capital 2000 - 2003
SUNY Buffalo 1994 - 1999
Skills
Business Process..., Financial Modeling, Systems Analysis, Investments, Asset Management, Budgeting, Mutual Funds, Research, Cash Flow Forecasting, Financial Analysis, Financial Reporting, Budgets, Accounting, Analysis, Portfolio Management, Strategic Planning, Corporate Finance, Business Analysis, Management, Valuation
Education
State University of New York at Buffalo - School of Management 1988 — 1990
MBA, Finance
University of Dayton 1984 — 1988
BA, Economics
Hunter Brackett, CFA Hunter Brackett, CFA's NCM Capital Experience February 2008 - October 2011
Job Senior Manager, Investment Research at CAPTRUST
Industry Financial Services
Experience
CAPTRUST June 2012 - Present
NCM Capital February 2008 - October 2011
Lehman Brothers March 2004 - February 2008
First Union National Bank June 1997 - June 2001
Skills
Equity Research, Investments, Banking, Financial Modeling, Portfolio Management, Equities, Valuation, Alternative Investments, Asset Allocation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Investment Management
Washington and Lee University 1993 — 1997
BA, Economics
Charlotte Latin 1980 — 1993
CAPTRUST June 2012 - Present
NCM Capital February 2008 - October 2011
Lehman Brothers March 2004 - February 2008
First Union National Bank June 1997 - June 2001
Skills
Equity Research, Investments, Banking, Financial Modeling, Portfolio Management, Equities, Valuation, Alternative Investments, Asset Allocation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Investment Management
Washington and Lee University 1993 — 1997
BA, Economics
Charlotte Latin 1980 — 1993
Jeff Wickham, CFA, CPA's NCM Capital Experience January 2009 - April 2009
Job
Industry Venture Capital & Private Equity
Experience
Kainai Energy March 2011 - October 2011
Native American Resource Partners August 2010 - October 2011
Timber River Properties June 2009 - January 2010
The Laird Norton Company May 2009 - August 2009
NCM Capital January 2009 - April 2009
The Securities & Exchange Commission August 2004 - August 2008
Deloitte 2003 - 2003
Skills
Valuation, Negotiation, Real Estate, Energy, Structuring, Financial Modeling, Due Diligence, Private Equity, Financial Analysis, Business Strategy, Investments, Corporate Finance, Accounting, Equities, Excel, Strategy Development, Asset Management, Venture Capital, Business Valuation, Capital Markets, Argus Modeling, Strategy, Microsoft Excel, Finance, Investment Banking, Portfolio Management
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Finance
Brigham Young University
MAcc & BS, Accounting
Kainai Energy March 2011 - October 2011
Native American Resource Partners August 2010 - October 2011
Timber River Properties June 2009 - January 2010
The Laird Norton Company May 2009 - August 2009
NCM Capital January 2009 - April 2009
The Securities & Exchange Commission August 2004 - August 2008
Deloitte 2003 - 2003
Skills
Valuation, Negotiation, Real Estate, Energy, Structuring, Financial Modeling, Due Diligence, Private Equity, Financial Analysis, Business Strategy, Investments, Corporate Finance, Accounting, Equities, Excel, Strategy Development, Asset Management, Venture Capital, Business Valuation, Capital Markets, Argus Modeling, Strategy, Microsoft Excel, Finance, Investment Banking, Portfolio Management
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Finance
Brigham Young University
MAcc & BS, Accounting
Fredrika Ricky Whitted's NCM Capital Experience May 1992 - February 1994
Job
Industry Banking
Experience
SunTrust Bank May 2013 - Present
SunTrust Bank December 2004 - April 2013
Cobb County Schools November 2003 - September 2004
Georgia Association on Young Children September 2002 - October 2003
Southern Engineering Company February 1998 - January 2001
State of Georgia - PPAD February 1996 - February 1998
Pinnacle Investment Advisors April 1994 - February 1996
NCM Capital May 1992 - February 1994
Skills
Time Management, Invoicing, Program Management, Business Analysis, Microsoft Office, Business Process..., Spreadsheets, SharePoint, Proposal Writing
Education
North Carolina Central University 1980 — 1982
Bachelor of Arts, English
North Carolina Central University
Coursework in the Masters of Education Program - Career Counseling
SunTrust Bank May 2013 - Present
SunTrust Bank December 2004 - April 2013
Cobb County Schools November 2003 - September 2004
Georgia Association on Young Children September 2002 - October 2003
Southern Engineering Company February 1998 - January 2001
State of Georgia - PPAD February 1996 - February 1998
Pinnacle Investment Advisors April 1994 - February 1996
NCM Capital May 1992 - February 1994
Skills
Time Management, Invoicing, Program Management, Business Analysis, Microsoft Office, Business Process..., Spreadsheets, SharePoint, Proposal Writing
Education
North Carolina Central University 1980 — 1982
Bachelor of Arts, English
North Carolina Central University
Coursework in the Masters of Education Program - Career Counseling
Derrick Webb's NCM Capital Experience 2000 - 2002
Job Investment Manager at Wells Fargo
Industry Investment Management
Experience
Wells Fargo October 2002 - Present
Wachovia Wealth Management 2002 - Present
NCM Capital 2000 - 2002
Bank of America 1997 - 2000
Skills
Portfolio Management, Investments, Equities, Finance, Asset Allocation, Wealth Management, Financial Analysis, Asset Management, Banking, Investment Management, Risk Management, Fixed Income, Investment Strategies, Microsoft Excel, Mutual Funds, Hedge Funds
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Florida Agricultural and Mechanical University 1988 — 1992
Bachelor of Science, Business Administration
Wells Fargo October 2002 - Present
Wachovia Wealth Management 2002 - Present
NCM Capital 2000 - 2002
Bank of America 1997 - 2000
Skills
Portfolio Management, Investments, Equities, Finance, Asset Allocation, Wealth Management, Financial Analysis, Asset Management, Banking, Investment Management, Risk Management, Fixed Income, Investment Strategies, Microsoft Excel, Mutual Funds, Hedge Funds
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Florida Agricultural and Mechanical University 1988 — 1992
Bachelor of Science, Business Administration
Ellis Carson's NCM Capital Experience 1999 - 2000
Job President, Fisher Recruiting Consultants, Inc.
Industry Staffing and Recruiting
Experience
Fisher Recruiting Consultants, Inc. 2006 - Present
Technical Alliance Recruiters 2000 - 2005
NCM Capital 1999 - 2000
Goldman Sachs 1997 - 1999
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Sourcing, Microsoft Office, Executive Search, Permanent Placement, Sales, Human Resources, Contract Recruitment, Internet Recruiting, Public Speaking, Interviews, Applicant Tracking..., Employee Relations, Screening Resumes, Training
Education
Duke University 2006 — 2011
Masters
University of North Carolina at Chapel Hill 1992 — 1996
BS, Mathematical Sciences (Actuarial Science)
College of Biblical Studies-Houston
College of Biblical Studies-Houston
College of Biblical Studies-Houston
Fisher Recruiting Consultants, Inc. 2006 - Present
Technical Alliance Recruiters 2000 - 2005
NCM Capital 1999 - 2000
Goldman Sachs 1997 - 1999
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Sourcing, Microsoft Office, Executive Search, Permanent Placement, Sales, Human Resources, Contract Recruitment, Internet Recruiting, Public Speaking, Interviews, Applicant Tracking..., Employee Relations, Screening Resumes, Training
Education
Duke University 2006 — 2011
Masters
University of North Carolina at Chapel Hill 1992 — 1996
BS, Mathematical Sciences (Actuarial Science)
College of Biblical Studies-Houston
College of Biblical Studies-Houston
College of Biblical Studies-Houston
Daniel Blocker's NCM Capital Experience October 1997 - May 2007
Job SVP
Industry Financial Services
Experience
NCM Capital October 1997 - May 2007
NCM Corp October 1997 - May 2007
Skills
Portfolio Management, Financial Analysis, Valuation, Mortgage Lending, Equities, Investments, Asset Managment, Asset Management, Finance, Financial Modeling, Due Diligence, Management, Securities, Credit, Banking, Loan Origination, Mortgage Banking, FHA
Education
University of Iowa
Bachelor's Degree
NCM Capital October 1997 - May 2007
NCM Corp October 1997 - May 2007
Skills
Portfolio Management, Financial Analysis, Valuation, Mortgage Lending, Equities, Investments, Asset Managment, Asset Management, Finance, Financial Modeling, Due Diligence, Management, Securities, Credit, Banking, Loan Origination, Mortgage Banking, FHA
Education
University of Iowa
Bachelor's Degree
Rosanne Lissow's NCM Capital Experience June 1999 - September 2001
Job Head Trader at Decatur Capital Management
Industry Financial Services
Experience
Decatur Capital Management VP, Head TraderOak Value Capital ManagementOctober 2001 - August 2010
NCM Capital June 1999 - September 2001
Manning & Napier Advisors 1995 - 1999
Skills
Alternative Investments, Equities, Equity Research
Education
Rochester Institute of Technology 1990 — 1995
Bachelor of Science, Finance
Decatur Capital Management VP, Head TraderOak Value Capital ManagementOctober 2001 - August 2010
NCM Capital June 1999 - September 2001
Manning & Napier Advisors 1995 - 1999
Skills
Alternative Investments, Equities, Equity Research
Education
Rochester Institute of Technology 1990 — 1995
Bachelor of Science, Finance
Denise LeMay's NCM Capital Experience August 1990 - May 1995
Job V.P. at People's United Bank
Industry Banking
Experience
People's Bank April 2008 - Present
Webster Bank August 2005 - May 2008
Calamos Investments November 1995 - May 2002
NCM Capital August 1990 - May 1995
Education
Siena College 1984 — 1988
BS, marketing/management
People's Bank April 2008 - Present
Webster Bank August 2005 - May 2008
Calamos Investments November 1995 - May 2002
NCM Capital August 1990 - May 1995
Education
Siena College 1984 — 1988
BS, marketing/management
Linda Jordan's NCM Capital Experience March 1994 - February 2006
Job Managing Director at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial March 2006 - Present
NCM Capital March 1994 - February 2006
Skills
Investments, Asset Managment
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Finance
Georgia Institute of Technology 1985 — 1986
MSEE, Electrical Engineering
Georgia Institute of Technology 1983 — 1985
BSEE, Electrical Engineering
Clark Atlanta University 1980 — 1985
BS, Mathematics
Mesirow Financial March 2006 - Present
NCM Capital March 1994 - February 2006
Skills
Investments, Asset Managment
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Finance
Georgia Institute of Technology 1985 — 1986
MSEE, Electrical Engineering
Georgia Institute of Technology 1983 — 1985
BSEE, Electrical Engineering
Clark Atlanta University 1980 — 1985
BS, Mathematics
David Halloran, CFA's NCM Capital Experience February 2003 - August 2004
Job Chief Portfolio Strategist at Greenwood Capital
Industry Investment Management
Experience
Greenwood Capital May 2009 - Present
Table Rock Asset Management, LLC. January 2007 - May 2009
Austin, Calvert & Flavin, Inc. October 2004 - March 2006
NCM Capital February 2003 - August 2004
INVESCO April 2000 - November 2002
SunTrust Investment Services 1987 - 1995
Skills
Investment Strategies, Equities, Asset Allocation, Portfolio Management, Investments, Bloomberg, ETFs, Investment Management, Alternative Investments, Fixed Income, Asset Managment, Equity Research
Education
Marymount University 1985 — 1987
MBA, Finance
Princeton University 1978 — 1982
ba, Economics
Greenwood Capital May 2009 - Present
Table Rock Asset Management, LLC. January 2007 - May 2009
Austin, Calvert & Flavin, Inc. October 2004 - March 2006
NCM Capital February 2003 - August 2004
INVESCO April 2000 - November 2002
SunTrust Investment Services 1987 - 1995
Skills
Investment Strategies, Equities, Asset Allocation, Portfolio Management, Investments, Bloomberg, ETFs, Investment Management, Alternative Investments, Fixed Income, Asset Managment, Equity Research
Education
Marymount University 1985 — 1987
MBA, Finance
Princeton University 1978 — 1982
ba, Economics
Denise LeMay's NCM Capital Experience August 1991 - May 1995
Job Derivative Sales, SVP People's United Bank
Industry Banking
Experience
People's United Bank April 2008 - Present
Webster Bank August 2005 - April 2008
Calamos Investments November 1995 - May 2002
NCM Capital August 1991 - May 1995
Skills
Banking, Trading, Capital Markets, Commercial Banking, Investments, Credit Analysis, Commercial Lending, Portfolio Management, Loans, Risk Management, Credit
Education
Siena College 1984 — 1988
BS, Marketing/Management
People's United Bank April 2008 - Present
Webster Bank August 2005 - April 2008
Calamos Investments November 1995 - May 2002
NCM Capital August 1991 - May 1995
Skills
Banking, Trading, Capital Markets, Commercial Banking, Investments, Credit Analysis, Commercial Lending, Portfolio Management, Loans, Risk Management, Credit
Education
Siena College 1984 — 1988
BS, Marketing/Management
Shaden Marzouk, MD MBA's NCM Capital Experience January 2010 - May 2010
Job Senior Vice President at Cardinal Health
Industry Hospital & Health Care
Experience
Cardinal Health April 2015 - Present
Cardinal Health February 2012 - April 2015
Goldman Sachs 2011 - 2011
Goldman Sachs June 2010 - August 2010
NCM Capital January 2010 - May 2010
US Army 2006 - July 2009
Northwestern Memorial Hospital 2005 - 2006
Henry Ford Hospital 2000 - 2005
Skills
Healthcare, Business Strategy, Clinical Research, Medical Devices, Strategy, Strategic Planning, Leadership, Financial Modeling, Healthcare Management, Clinical Trials, Pharmaceutical Industry, Cross-functional Team..., Physicians, Healthcare Information..., Management, Data Analysis, Healthcare Consulting, Valuation, Hospitals, Medicine, Project Management, Mergers & Acquisitions, Managed Care, Analytics, Informatics, Commercialization, Regulations, Coffee, Competitive Analysis
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Business
Saint Louis University School of Medicine 1994 — 1998
MD, Medicine
Washington University in St. Louis 1989 — 1993
AB, Psychology
Cardinal Health April 2015 - Present
Cardinal Health February 2012 - April 2015
Goldman Sachs 2011 - 2011
Goldman Sachs June 2010 - August 2010
NCM Capital January 2010 - May 2010
US Army 2006 - July 2009
Northwestern Memorial Hospital 2005 - 2006
Henry Ford Hospital 2000 - 2005
Skills
Healthcare, Business Strategy, Clinical Research, Medical Devices, Strategy, Strategic Planning, Leadership, Financial Modeling, Healthcare Management, Clinical Trials, Pharmaceutical Industry, Cross-functional Team..., Physicians, Healthcare Information..., Management, Data Analysis, Healthcare Consulting, Valuation, Hospitals, Medicine, Project Management, Mergers & Acquisitions, Managed Care, Analytics, Informatics, Commercialization, Regulations, Coffee, Competitive Analysis
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Business
Saint Louis University School of Medicine 1994 — 1998
MD, Medicine
Washington University in St. Louis 1989 — 1993
AB, Psychology
Ron Elmer, CFA, CPA, CFP's NCM Capital Experience 2005 - 2010
Job President at REALM Investment Consulting LLC
Industry Investment Management
Experience
R. Ron Elmer, CPA, PLLC 2013 - Present
REALM Investment Consulting LLC 2014 - Present
InvestorCookbooks.com 2010 - Present
Jim K. Wyatt CPA 2013 - 2014
Citizens for Elmer 2012 - 2012
NCM Capital 2005 - 2010
BB&T Asset Management 2004 - 2005
First Citizens Bank 1999 - 2003
Warner-Lambert 1995 - 1999
Andrews Center 1993 - 1994
Skills
Equities, Fixed Income, Alternative Investments, Managerial Experience, Asset Management, Equity Research, Asset Allocation, Portfolio Management, Investments, Tax, College Teaching, Published Author, Accounting, Bonds, Finance, Financial Analysis, Income Tax, Investment Management, Management, Personal Income Tax..., Retirement Planning
Education
New York University 1994 — 1996
MBA, Finance & Accounting
University of Oklahoma 1988 — 1990
BBA, Finance
R. Ron Elmer, CPA, PLLC 2013 - Present
REALM Investment Consulting LLC 2014 - Present
InvestorCookbooks.com 2010 - Present
Jim K. Wyatt CPA 2013 - 2014
Citizens for Elmer 2012 - 2012
NCM Capital 2005 - 2010
BB&T Asset Management 2004 - 2005
First Citizens Bank 1999 - 2003
Warner-Lambert 1995 - 1999
Andrews Center 1993 - 1994
Skills
Equities, Fixed Income, Alternative Investments, Managerial Experience, Asset Management, Equity Research, Asset Allocation, Portfolio Management, Investments, Tax, College Teaching, Published Author, Accounting, Bonds, Finance, Financial Analysis, Income Tax, Investment Management, Management, Personal Income Tax..., Retirement Planning
Education
New York University 1994 — 1996
MBA, Finance & Accounting
University of Oklahoma 1988 — 1990
BBA, Finance
Randolph Lestyk's NCM Capital Experience February 2005 - Present
Job portfolio manager at NCM Capital
Industry Investment Management
Experience
NCM Capital February 2005 - Present
UMB Bank June 2000 - December 2003
Westinghouse Pension Investments 1979 - 1988
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Equity Research, Asset Management, Fixed Income, Managerial Skills, Investments, Financial Analysis, Financial Modeling, Portfolio Management, Mutual Funds, Valuation, Investment Management, Wealth Management, Securities, Finance, Investment Strategies, Bloomberg
Education
Clarion University of Pennsylvania
Master of Business Administration (MBA)
UVA
FInance
NCM Capital February 2005 - Present
UMB Bank June 2000 - December 2003
Westinghouse Pension Investments 1979 - 1988
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Equity Research, Asset Management, Fixed Income, Managerial Skills, Investments, Financial Analysis, Financial Modeling, Portfolio Management, Mutual Funds, Valuation, Investment Management, Wealth Management, Securities, Finance, Investment Strategies, Bloomberg
Education
Clarion University of Pennsylvania
Master of Business Administration (MBA)
UVA
FInance
Victoria Treadwell's NCM Capital Experience February 2006 - Present
Job President at NCM Capital
Industry Investment Management
Experience
NCM Capital February 2006 - Present
Education
University of Southern California
MPA
NCM Capital February 2006 - Present
Education
University of Southern California
MPA
Rick Jones, CFA's NCM Capital Experience Portfolio ManagerBB&T Asset Management1987 - 2006
Job Sector Leader at NCM Capital
Industry Investment Management
Experience
NCM Capital Portfolio ManagerBB&T Asset Management1987 - 2006
Bank One Trust Comp 1983 - 1987
Education
The Ohio State University Fisher College of Business 1985 — 1987
MBA
Miami University 1980 — 1983
BS Business, Economics and Finance
NCM Capital Portfolio ManagerBB&T Asset Management1987 - 2006
Bank One Trust Comp 1983 - 1987
Education
The Ohio State University Fisher College of Business 1985 — 1987
MBA
Miami University 1980 — 1983
BS Business, Economics and Finance
Albernard Bass's NCM Capital Experience June 2004 - July 2004
Job Grants Financial Manager at Fairfax County Government
Industry Government Administration
Experience
Fairfax County Government July 2006 - Present
Susan Fitzgerald and Associates Inc. September 2005 - July 2006
NCM Capital June 2004 - July 2004
Skills
Managerial Finance, Operations Management, Financial Analysis, Financial Reporting, Federal Grants..., Compliance, Financial Modeling, Financial Accounting, Management, Program Management
Education
Howard University
MBA, Finance
North Carolina Central University
BS, Finance
Fairfax County Government July 2006 - Present
Susan Fitzgerald and Associates Inc. September 2005 - July 2006
NCM Capital June 2004 - July 2004
Skills
Managerial Finance, Operations Management, Financial Analysis, Financial Reporting, Federal Grants..., Compliance, Financial Modeling, Financial Accounting, Management, Program Management
Education
Howard University
MBA, Finance
North Carolina Central University
BS, Finance
Michael Abramo's NCM Capital Experience January 1996 - July 1998
Job Financial Services Professional
Industry Financial Services
Experience
Calvert Investments January 1999 - April 2013
NCM Capital January 1996 - July 1998
Education
Campbell University
Bachelor of Business Administration (BBA), Accounting and Business/Management
Calvert Investments January 1999 - April 2013
NCM Capital January 1996 - July 1998
Education
Campbell University
Bachelor of Business Administration (BBA), Accounting and Business/Management