New York Society of Security Analysts

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New York Society of Security Analysts Employees

Employee
Years
Job
Industry
Neesa Castro Neesa Castro Greater New York City Area Details
Neesa Castro's New York Society of Security Analysts Experience September 2008 - July 2011
Job Project Manager for First Protocol at Morgan Stanley
Industry Events Services
Experience
First Protocol  August 2011 - Present
New York Society of Security Analysts   September 2008 - July 2011
New York Society of Security Analysts   September 2008 - September 2009
Clear Channel Radio West Palm Beach   September 2007 - December 2007
American Diabetes Wholesale   September 2006 - November 2006

Skills
Equities, Event Management, Event Planning, Events, Fundraising, Financial Analysis, Marketing, Marketing Communications, Sales, Social Media, Valuation, Sponsorship, Corporate Events, Microsoft Excel, Customer Service, Budgets

Education
Florida Atlantic University   2004 — 2008
B.A., Marketing and Management

Ehsan Nikbakht Ehsan Nikbakht Greater New York City Area Details
Ehsan Nikbakht's New York Society of Security Analysts Experience 2010 - 2012
Job Professor of Finance
Industry Education Management
Experience
Hofstra  September 1982 - Present
Various Financial Institutions  1997 - 2014
New York Society of Security Analysts   2010 - 2012
Goldman Sachs  2002 - 2007
Zarb School of Business, Hofstra University   1990 - 1996

Skills
Derivatives, Portfolio Management, Risk Management, Financial Modeling, Valuation

Education
The George Washington University - School of Business   1977 — 1982
Doctorate, Finance

Edna Addo Edna Addo Greater New York City Area Details
Edna Addo's New York Society of Security Analysts Experience June 2009 - August 2009
Job Program Trading/Direct Execution Equities Operations Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank  May 2015 - Present
UBS AG  October 2014 - Present
UBS Investment Bank  August 2011 - Present
UBS Investment Bank  June 2013 - October 2014
New York Society of Security Analysts   June 2009 - August 2009

Skills
Leadership, Trading Systems, Sales Operations, Critical Thinking, Client Relations Skills, Project Management, Work in A Fast Paced..., Works well with a team, Proactive self-starter, Organized Multi-tasker, Bloomberg, Capital Markets, Equities, Investments, Valuation, Hedge Funds

Education
State University of New York at Stony Brook   2007 — 2011
Bachelor of Science (BS), Business Management - Finance concentration, Magna cum Laude

State University of New York at Stony Brook   2007 — 2011
Bachelor of Arts (BA), Economics, Magna cum Laude

Brian Stype Brian Stype Charlottesville, Virginia Area Details
Brian Stype's New York Society of Security Analysts Experience November 2007 - April 2010
Job Director, CFA Institute Research Challenge
Industry Nonprofit Organization Management
Experience
CFA Institute  July 2010 - Present
New York Society of Security Analysts   November 2007 - April 2010
Churchill & Co. LLC   December 2005 - June 2007
MaxRacks   December 2002 - May 2004

Education
Fairfield University   1995 — 1999
Bachelor of Arts, Marketing

Mitchell Geller Mitchell Geller Greater New York City Area Details
Mitchell Geller's New York Society of Security Analysts Experience May 2010 - August 2011
Job Social Strategy Supervisor at VML
Industry Marketing and Advertising
Experience
VML  June 2015 - Present
Droga5  August 2014 - June 2015
Droga5  August 2013 - August 2014
360i  July 2012 - August 2013
Nouvella Books   October 2011 - August 2013
360i  August 2011 - July 2012
New York Society of Security Analysts   May 2010 - August 2011
Tufts Interpersonal Perception and Communication Laboratory   January 2011 - May 2011
The Tufts Daily  September 2007 - May 2011
FilmCatcher.com   June 2009 - June 2010

Skills
Facebook, Blogging, Copywriting, Editing, Google Analytics, Content Marketing, Community Management, Digital Marketing, Content Management, Content Strategy, Digital Strategy, Social Media Marketing, Twitter, Tumblr, Social Media, Copy Editing, Social Networking

Education
Tufts University   2007 — 2011
BS, Psychology and English; Social Psychology, Media; Society; humanities

King's College London   2010 — 2011
Film Studies, American Studies, Judaic Studies, Comparative Literature

Erin Dolan Erin Dolan Greater New York City Area Details
Erin Dolan's New York Society of Security Analysts Experience February 2014 - Present
Job Program Coordinator at New York Society of Security Analysts
Industry Public Relations and Communications
Experience
New York Society of Security Analysts   February 2014 - Present
Virtuoso Healthcare Commuication   January 2013 - January 2014
Virtuoso Healthcare Comminication   December 2012 - December 2012
Austin Steak and Ale House   January 2010 - July 2012
Performing Arts Institute   September 2011 - May 2012
Cortland City Ballet   September 2008 - May 2011

Skills
Event Planning, Public Relations, Marketing, Choreography, Public Speaking, Social Media, Event Management, Social Networking, Press Releases, PowerPoint, Microsoft Word, Microsoft Excel, Dance, Fundraising, Time Management, Community Outreach, Customer Service, Data Entry, Leadership, Teaching, Management, Editing, Blogging, Nonprofits, Tap, Mail Merge, Microsoft Office, Hospitality, Program Management, Teamwork, Internal Communications, Strategic Planning, Coordinating Events, Budgets, Interpersonal..., Sunshine Act, Budget Management, Events Coordination, Organizational..., Internal, Events Organisation, Volunteer Management, Coordinating Special..., Large Scale Events, Training, Communication

Education
State University of New York College at Cortland   2008 — 2012
BA, Communication Studies; Public Relations and Advertising

The Mary Louis Academy   2004 — 2008
High School

Kathy O'Connor Kathy O'Connor Greater New York City Area Details
Kathy O'Connor's New York Society of Security Analysts Experience 2011 - Present
Job President at KJ Capital Management LLC
Industry Investment Management
Experience
New York Society of Security Analysts   2011 - Present
KJ Capital Management LLC   June 2008 - Present
Morgan Stanley Investment Management  2006 - 2008
NYLIM, Inc.   2000 - 2006
New York Life Investment Management  2000 - 2006

Skills
Alternative Investments, Asset Management, Investment Management, Investments, Equities, Portfolio Management, Hedge Funds, Fixed Income, Investment Strategies, Asset Allocation, Mutual Funds, Financial Modeling, Valuation, Securities, Management, Private Equity, Bloomberg, Equity Research, Financial Analysis, Investment Advisory

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance

University of Massachusetts Dartmouth
B.A., Business Administration and Languages

Jay Datta Jay Datta Greater New York City Area Details
Jay Datta's New York Society of Security Analysts Experience 2014 - Present
Job Investment professional w/ solid performance record, U Chicago Booth MBA, strong engineering & Silicon Valley experience
Industry Investment Management
Experience
New York Society of Security Analysts   2014 - Present
Boutique Investment firm   2010 - Present
Palisade and Sandler Capital, etc.   2004 - 2010
Hoefer & Arnett (now Raymond James)   2000 - 2003
General Motors, LSI Logic etc.   2000 - 2000

Skills
Business Strategy, Asset Managment, Equity Valuation, Valuation, Investments, Equities, Financial Modeling, Hedge Funds, Portfolio Management, Bloomberg, Equity Research, Asset Management, Fixed Income, Industry Analysis, Corporate Finance, Derivatives, Due Diligence, Market Research, Alternative Investments, Risk Management, Customer Relations, Research, Competitive Analysis, Financial Analysis, Excel, Business Analysis, Economics, Analysis, Asset Allocation, Team Building, Capital Markets, Emerging Markets, Microsoft Office, Private Equity

Education
The University of Chicago Booth School of Business
MBA, Finance and Accounting

Southern Illinois University, Carbondale
M.S., Engineering

Jadavpur University
Bachelor's degree, Engineering

Mario Carias, CFA Mario Carias, CFA Greater New York City Area Details
Mario Carias, CFA's New York Society of Security Analysts Experience March 2012 - Present
Job Director of Education at New York Society of Security Analysts
Industry Capital Markets
Experience
New York Society of Security Analysts   March 2012 - Present
Hunter College  August 2010 - Present
Tegus Capital LLC   June 2006 - Present
T3Live.com  April 2011 - March 2012
CLSA Securities   1998 - 2002
ING Group  1994 - 1998
ABN Amro  1992 - 1994

Education
New York University   1990 — 1992
MA, Economics

University of Buckingham   1987 — 1990
BSc, Economics

Pinares   1982 — 1987

Tobias Carroll Tobias Carroll Greater New York City Area Details
Tobias Carroll's New York Society of Security Analysts Experience March 2004 - June 2007
Job Freelance Writer
Industry Writing and Editing
Experience
Freelance Writer  September 1996 - Present
Vol.1 Brooklyn   November 2010 - Present
Port Authority of NY & NJ  September 2013 - August 2014
Thomson Reuters  June 2007 - August 2013
East River Music Project   January 2004 - September 2009
New York Society of Security Analysts   March 2004 - June 2007
Leni Schwendinger Light Projects Ltd.  May 2001 - March 2004
Your Best Guess Records   December 1997 - January 2003
Work.com  December 2000 - March 2001
Deja.com  June 1999 - November 2000

Skills
Microsoft Office, Photoshop, Wordpress, HTML, Blogging, CSS, Excel, Editing, Social Media, Writing, English, Web Development, CMS, Web Design, JavaScript, Copywriting, Mobile, PHP, Flash, Word, Freelance Writing, ActionScript, Content Management, Literature, Web Content, Website Development, Social Networking, Web Content Management, User Experience, User Interface Design, HTML5, Technical Writing, Creative Writing, Tortoise SVN, Github, Book Reviews, Storytelling, HTML 5, Adobe Creative Suite, XML, Publishing, Publications, WordPress

Education
New York University   1995 — 1999
BFA, Film/TV, English, Politics

Daniel Dagen, CFA Daniel Dagen, CFA Greater New York City Area Details
Daniel Dagen, CFA's New York Society of Security Analysts Experience November 2012 - Present
Job Senior Financial Consultant at Laidlaw & Co (UK) Ltd
Industry Financial Services
Experience
Laidlaw & Co (UK) Ltd   October 2013 - Present
New York Society of Security Analysts   November 2012 - Present
MassMutual Financial Group  February 2011 - October 2013
Northwestern Mutual Wealth Management   2005 - February 2011
Sands Brothers & Co., Ltd   1997 - 2003
Axiom Capital Management  1995 - 1997

Skills
Investments, Retirement, Financial Planning, Securities, Insurance, Group Benefit Plans, Life Insurance, Disability Insurance, Long Term Care Insurance, 401k, 401k Rollovers, Whole Life, Universal Life, Fixed Annuities, Variable Annuities, Annual Reviews, Deferred Compensation, Estate Planning, Distribution Strategies, Succession Planning, Asset Protection, Health Insurance, Portfolio Management, Portfolio Optimization, Portfolio Assessment, Wealth Management, Equities, Strategic Financial..., Employee Benefits, Financial Services, Bloomberg, Retirement Planning, Series 7, Asset Allocation, Wealth

Education
Bowdoin College   1983 — 1987
BA, Economics

Cincinnati Country Day School   1981 — 1983

Columbus Academy   1979 — 1981

Alyssa Shane Alyssa Shane Greater New York City Area Details
Alyssa Shane's New York Society of Security Analysts Experience September 1999 - July 2001
Job Event & Sponsorship Manager at Disson Skating LLC
Industry Sports
Experience
Disson Skating LLC   April 2012 - Present
Disson Skating - Comcast Spectacor   January 2006 - March 2012
Disson Skating - IMG   July 2003 - December 2005
2003 World Figure Skating Championships   January 2003 - June 2003
2003 World Figure Skating Championships   September 2002 - December 2002
The George Washington University  December 2001 - August 2002
Sports Travel Plus  2002 - 2002
New York Society of Security Analysts   September 1999 - July 2001

Skills
Event Planning, Event Management, Sports, Editing, Budgets, Public Speaking, Sponsorship, Sales, Entertainment, Volunteer Management, Management

Education
The George Washington University   2001 — 2003
Master's, Sports and Event Management

Indiana University Bloomington   1995 — 1999
Bachelors, Journalism, Sociology

Debbie Rosenfeld Debbie Rosenfeld Columbus, Ohio Area Details
Debbie Rosenfeld's New York Society of Security Analysts Experience May 1993 - September 2002
Job Real Estate Agent at Best Homes Real Estate, Ltd.
Industry Design
Experience
Best Homes Real Estate, Ltd.   May 2015 - Present
Debbie Rosenfeld Fine Art Photography   January 2006 - Present
Coldwell Banker King Thompson  September 2012 - September 2014
New York Society of Security Analysts   May 1993 - September 2002
Port Authority of NY & NJ  1987 - 1997

Skills
Mixed Media, Art, Graphic Design, Editing, Fine Art, Microsoft Office, Painting, Photoshop, Contemporary Art, Visual Arts, Photography, Acrylic, Real Estate Transactions, Buyer Representation, Relocation Buyers, Move Up Buyers, Buyer's Agent, Seller Representation, First Time Home Buyers, Condos, Investment Properties, Contract Negotiation, Negotiation, Creative Direction, Real Estate, Leadership, Advertising, Adobe Creative Suite

Education
Brooklyn College
BS, Computers and Information Science

Steven Guglielmo Steven Guglielmo Greater New York City Area Details
Steven Guglielmo's New York Society of Security Analysts Experience March 2012 - June 2012
Job Owner & Editor, Vast Expanse Productions
Industry Media Production
Experience
Vast Expanse Productions   April 2007 - Present
Institute of Electrical and Electronics Engineers  April 2007 - January 2013
New York Society of Security Analysts   March 2012 - June 2012
Tribeca Film Institute  April 2006 - May 2006
American Society of Mechanical Engineers  July 2002 - July 2005
Pastoral Communications   February 2002 - October 2002
Folklife Productions   March 1993 - June 2002

Skills
Video, Photography, Graphic Design, Video Production, Final Cut Pro, Motion Graphics, Photoshop, Television, Documentaries, Producing, Entertainment, Video Editing, Film Production, Editing, Production, Film, Videography, Media Production, Camera

Education
Queens College   1988 — 1991
BA, Communications

Curtis Harwell Curtis Harwell Greater New York City Area Details
Curtis Harwell's New York Society of Security Analysts Experience August 2001 - April 2006
Job IT Coordinator at Memorial SloanKettering Cancer Center
Industry Hospital & Health Care
Experience
Memorial Sloan-Kettering Cancer Center  IT CoordinatorMemorial Sloan-Kettering Cancer CenterJune 2006 - Present
New York Society of Security Analysts   August 2001 - April 2006
AXA Advisors - AXA Foundation   January 2000 - September 2000
American Management Association  1993 - 1999
Columbia University  1985 - 1992

Skills
Microsoft Excel, Customer Service, Management, Healthcare Information..., Databases, Proposal Writing, Research, Event Planning, Microsoft Office, Strategic Planning, Community Outreach, Public Speaking, Nonprofits, Editing, Software Documentation, Grant Writing, Teaching, Event Management, Social Networking

Education
University of North Carolina at Greensboro   1976 — 1980
Bachelor of Fine Arts (B.F.A.), Theatre

Judy Zatz Judy Zatz Greater New York City Area Details
Judy Zatz's New York Society of Security Analysts Experience January 1998 - January 2003
Job Senior Applications Consultant at (C) Systems, LLC
Industry Information Technology and Services
Experience
(C) Systems, LLC   February 2003 - Present
Delaware Riverside Conservancy   March 2011 - Present
NiUG International  January 1997 - February 2003
New York Society of Security Analysts   January 1998 - January 2003
New York Society of Security Analysts   June 1993 - December 1997
New York Society of Security Analysts   June 1980 - May 1993

Skills
Databases, Business Analysis, Crystal Reports, SSRS, iMIS, Technical Documentation, Non-profits, Association Management, Troubleshooting, Regression Testing, SQL Server Management..., SQL, Access, Microsoft SQL Server, Software Documentation, Project Management, Business Process, IIS, Nonprofits, Software Project..., Business Intelligence, Software Implementation, CRM, Requirements Analysis

Education
Binghamton University   1976 — 1980
BA

Bronx HS of Science   1973 — 1976

Bud Feuchtwanger Bud Feuchtwanger Greater New York City Area Details
Bud Feuchtwanger's New York Society of Security Analysts Experience 1970 - Present
Job Senior Consultant at Partners International and Foundation Advisory
Industry Human Resources
Experience
Partners in Human Resources International, Inc.   2009 - Present
Foundation Advisory   September 2008 - Present
New York Society of Security Analysts   1970 - Present
Tamarind Foundation   September 2005 - September 2008
Right Management  2000 - 2005

Skills
Career Management, Executive Development, Executive Coaching, MBTI, Career Development, Leadership Development, Career Assessment, Change Management, Career Counseling, Management Consulting, Organizational..., Succession Planning, Talent Management, Personal Branding, Job Coaching, Team Building, Coaching, Strategic Planning, Non-profits, Resume Writing, Outplacement, Talent Acquisition, Organizational Design, Management Development, Recruiting, Organizational..., Training, Human Resources, 360 Feedback

Education
Brown University
Bachelor's degree, economics

The Choate School

T. Wayne Whipple, CFA T. Wayne Whipple, CFA Phoenix, Arizona Area Details
T. Wayne Whipple, CFA's New York Society of Security Analysts Experience February 1988 - June 2003
Job
Industry Education Management
Experience
New York Society of Security Analysts   February 1988 - June 2003

Skills
Investment Strategies, Fixed Income, Capital Markets, Financial Reporting, Equities, Financial Modeling, Equity Research, Investments, Portfolio Management

Education
Arizona State University   1959 — 1964
BS, MBA, Finance

Elizabeth Schnoerr Elizabeth Schnoerr Richmond, Virginia Area Details
Elizabeth Schnoerr's New York Society of Security Analysts Experience June 2002 - August 2002
Job Senior Associate: Retail, Apparel & Footwear at Integrated Corporate Relations, Inc (ICR)
Industry Public Relations and Communications
Experience
ICR  January 2011 - Present
Integrated Corporate Relations, Inc (ICR)   January 2008 - December 2010
Lone Pine Capital  July 2007 - January 2008
Euromoney Institutional Investor  June 2006 - August 2006
Pinnacle Associates  June 2004 - August 2004
New York Society of Security Analysts   June 2002 - August 2002

Skills
PowerPoint, Event Management, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Investor Relations, Bloomberg, Equities, Research, Economics

Education
James Madison University   2002 — 2007
BA

Convent of the Sacred Heart   1998 — 2002
High School

Kyle Brengel Kyle Brengel Greater New York City Area Details
Kyle Brengel's New York Society of Security Analysts Experience 2010 - 2011
Job Direct Lending/Special Situations Associate at Napier Park Global Capital
Industry Accounting
Experience
Napier Park Global Capital  June 2015 - Present
Ares Management  October 2013 - Present
Fordham University Student Managed Investment Fund  January 2011 - Present
Duff & Phelps  July 2012 - October 2013
Societe Generale Investment Bank   May 2011 - November 2011
Gentile, Pismeny   January 2007 - May 2011
New York Society of Security Analyst's  2010 - 2011
UBS Financial Services Inc  September 2010 - December 2010
UBS Financial Services Inc  May 2010 - September 2010
PricewaterhouseCooper's XTax Competition   January 2009 - February 2009

Education
Fordham University, Gabelli School of Business   2008 — 2012
B.S., Applied Accounting and Finance

Fordham University
Bachelor of Science, Finance and Applied Accounting

Derly Zapata Derly Zapata New York, New York Details
Derly Zapata's New York Society of Security Analysts Experience August 2008 - Present
Job Associate Director of Programming and Committee Affairs ▪ Conferences ▪ Meeting Planning at NYSSA
Industry Financial Services
Experience
New York Society of Security Analysts   August 2008 - Present
New York Society of Security Analysts   August 2007 - August 2008
New York Society of Security Analysts   July 2005 - August 2007
Omni OpenHouse Direct, Inc.   2004 - 2005
Saint Barnabas Medical Center  2002 - 2003
Matrix Management and Marketing, LLC   2001 - 2002

Skills
Event Management, Event Planning, Customer Service, Non-profits, Data Entry, Management, Nonprofits, Social Media, Microsoft Excel, Team Building, Marketing, Sales, Budgets, New Business Development, Analysis, Fundraising, Leadership, Microsoft Office

Education
Kean University
Bachelor of Arts (B.A.), Public Communication