NYPPEX Private Markets
Industry: Company
DescriptionFounded: 1998 Subsidiaries: NYPPEX, LLC, New York Private Placement Network, PrivateTrade Inc., Offroad Capital Corporation
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NYPPEX Private Markets Employees
Employee
Years
Job
Industry
Brendan Connelly Brendan Connelly's NYPPEX Private Markets Experience January 2001 - January 2002
Job Vice President, Wealth Advisor
Industry Investment Management
Experience
Index Fund Advisors, Inc. (IFA.com) July 2004 - Present
DuRunRun Kids' Duathlon for Special Olympics January 2002 - July 2009
NYPPEX Private Markets January 2001 - January 2002
Skills
Investments, Retirement Planning, Wealth Management, Asset Management, Asset Allocation, Financial Advisory, Securities, Mutual Funds, Finance, Financial Services, Venture Capital, Private Equity, Strategy, Business Development, Series 65
Education
Central Connecticut State University 1983 — 1987
BA, Broadcast Journalism
Index Fund Advisors, Inc. (IFA.com) July 2004 - Present
DuRunRun Kids' Duathlon for Special Olympics January 2002 - July 2009
NYPPEX Private Markets January 2001 - January 2002
Skills
Investments, Retirement Planning, Wealth Management, Asset Management, Asset Allocation, Financial Advisory, Securities, Mutual Funds, Finance, Financial Services, Venture Capital, Private Equity, Strategy, Business Development, Series 65
Education
Central Connecticut State University 1983 — 1987
BA, Broadcast Journalism
Sammi Sun CPA, CMA(inactive) Sammi Sun CPA, CMA(inactive)'s NYPPEX Private Markets Experience September 2014 - February 2015
Job Staff Accountant at Beyond Vape
Industry Accounting
Experience
Beyond Vape February 2015 - Present
NYPPEX Private Markets September 2014 - February 2015
HSBC May 2012 - June 2012
Skills
Mandarin, Microsoft Office, Microsoft Excel, English, Public Speaking, Cash Management, Internal Controls, Sourcing, Contract Negotiation, Commercial Leasing, Research, Accounting, QuickBooks, Peachtree, Financial Analysis, Auditing, Analysis, Financial Reporting, Time Management, Access, Tax, Budgets, PowerPoint, Teamwork, Microsoft Word, Financial Accounting, US GAAP, Accounts Receivable, CPA, GAAP, Accounts Payable, Corporate Tax
Education
University of Iowa 2012 — 2014
Master's degree, Accounting
Shanghai Jiao Tong University 2008 — 2012
Bachelor's degree, English Language and Literature, General
Beyond Vape February 2015 - Present
NYPPEX Private Markets September 2014 - February 2015
HSBC May 2012 - June 2012
Skills
Mandarin, Microsoft Office, Microsoft Excel, English, Public Speaking, Cash Management, Internal Controls, Sourcing, Contract Negotiation, Commercial Leasing, Research, Accounting, QuickBooks, Peachtree, Financial Analysis, Auditing, Analysis, Financial Reporting, Time Management, Access, Tax, Budgets, PowerPoint, Teamwork, Microsoft Word, Financial Accounting, US GAAP, Accounts Receivable, CPA, GAAP, Accounts Payable, Corporate Tax
Education
University of Iowa 2012 — 2014
Master's degree, Accounting
Shanghai Jiao Tong University 2008 — 2012
Bachelor's degree, English Language and Literature, General
Steven Peralta's NYPPEX Private Markets Experience September 2014 - February 2015
Job CFO at Divad Studios
Industry Financial Services
Experience
Divad Studios February 2015 - Present
NYPPEX Private Markets September 2014 - February 2015
New York Life Insurance Company September 2014 - September 2014
Manhattan College September 2012 - May 2014
Unidos Financial Services INC June 2013 - August 2013
Halcrow, a CH2M HILL Company June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Management, Teamwork, Microsoft Word, PowerPoint, Social Media, Team Leadership, Brand Development, Social Media Marketing, Counseling Psychology, Research, English, Team Management, Financial Analysis, Bookkeeping, Social Media Advertising, Market Research, Customer Service, Leadership, Public Speaking
Education
Manhattan College 2012 — 2016
Bachelor of Applied Science (BASc), Finance and Business Management, Sophomore
Divad Studios February 2015 - Present
NYPPEX Private Markets September 2014 - February 2015
New York Life Insurance Company September 2014 - September 2014
Manhattan College September 2012 - May 2014
Unidos Financial Services INC June 2013 - August 2013
Halcrow, a CH2M HILL Company June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Management, Teamwork, Microsoft Word, PowerPoint, Social Media, Team Leadership, Brand Development, Social Media Marketing, Counseling Psychology, Research, English, Team Management, Financial Analysis, Bookkeeping, Social Media Advertising, Market Research, Customer Service, Leadership, Public Speaking
Education
Manhattan College 2012 — 2016
Bachelor of Applied Science (BASc), Finance and Business Management, Sophomore
Edison (Xiaorui) Fan Edison (Xiaorui) Fan's NYPPEX Private Markets Experience March 2014 - Present
Job Private Equity Associate
Industry Investment Management
Experience
NYPPEX Private Markets March 2014 - Present
Rothschild May 2013 - August 2013
CICC 2012 - 2012
Soochow Securities July 2011 - September 2011
China Pacific Insurance December 2010 - January 2011
Skills
Matlab, Excel, SAS, Microsoft Excel, Statistics, VBA, Mathematica, SQL, DCF Valuation, Investment Banking, Equity Research, Bloomberg, FactSet, Capital IQ, Fundamental Analysis, Technical Analysis
Education
Columbia University in the City of New York 2012 — 2014
MS in Applied Mathematics, Concentration: Financial Mathematics
Beloit College 2009 — 2012
B.S, Mathematics
High school affiliated to Fudan University 2006 — 2009
HIgh School, Mathematics
NYPPEX Private Markets March 2014 - Present
Rothschild May 2013 - August 2013
CICC 2012 - 2012
Soochow Securities July 2011 - September 2011
China Pacific Insurance December 2010 - January 2011
Skills
Matlab, Excel, SAS, Microsoft Excel, Statistics, VBA, Mathematica, SQL, DCF Valuation, Investment Banking, Equity Research, Bloomberg, FactSet, Capital IQ, Fundamental Analysis, Technical Analysis
Education
Columbia University in the City of New York 2012 — 2014
MS in Applied Mathematics, Concentration: Financial Mathematics
Beloit College 2009 — 2012
B.S, Mathematics
High school affiliated to Fudan University 2006 — 2009
HIgh School, Mathematics
Christie McAllister Christie McAllister's NYPPEX Private Markets Experience July 2007 - November 2007
Job Strategist at Scansion
Industry Design
Experience
Scansion Inc March 2015 - Present
Favorite Medium December 2013 - February 2015
Self Employed June 2013 - November 2013
Hot Studio (acquired by Facebook) June 2011 - May 2013
Frog Design May 2009 - April 2011
Transparent House November 2007 - August 2008
NYPPEX Private Markets July 2007 - November 2007
Wells Fargo Securities Investment Group December 2005 - June 2007
Wells Fargo - Foreign Exchange February 2005 - December 2005
Wells Fargo - Foreign Exchange September 2001 - February 2005
Skills
Series 7, Excel, Design Strategy, FX, Derivatives, Private Equity, Structured Products, Alternative Investments, FX Options, Microsoft Excel, Design Thinking, Experience Design, Product Design, Program Management, Program Development, Business Analysis, Corporate Finance, Financial Reporting, Financial Analysis, SQL, Visual Basic, Entrepreneurship, Business Development, Leadership, Making Coffee
Education
California College of the Arts 2009 — 2011
Master of Business Administration (M.B.A.), Design Strategy
University of California, Berkeley - Walter A. Haas School of Business 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Scansion Inc March 2015 - Present
Favorite Medium December 2013 - February 2015
Self Employed June 2013 - November 2013
Hot Studio (acquired by Facebook) June 2011 - May 2013
Frog Design May 2009 - April 2011
Transparent House November 2007 - August 2008
NYPPEX Private Markets July 2007 - November 2007
Wells Fargo Securities Investment Group December 2005 - June 2007
Wells Fargo - Foreign Exchange February 2005 - December 2005
Wells Fargo - Foreign Exchange September 2001 - February 2005
Skills
Series 7, Excel, Design Strategy, FX, Derivatives, Private Equity, Structured Products, Alternative Investments, FX Options, Microsoft Excel, Design Thinking, Experience Design, Product Design, Program Management, Program Development, Business Analysis, Corporate Finance, Financial Reporting, Financial Analysis, SQL, Visual Basic, Entrepreneurship, Business Development, Leadership, Making Coffee
Education
California College of the Arts 2009 — 2011
Master of Business Administration (M.B.A.), Design Strategy
University of California, Berkeley - Walter A. Haas School of Business 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Pasha Galbreath Pasha Galbreath's NYPPEX Private Markets Experience July 2011 - November 2011
Job CTO at Wale Up LLC
Industry Internet
Experience
ICS January 2015 - Present
Wale Up June 2007 - Present
AUGMATE May 2014 - June 2014
RobotFruit Inc. February 2013 - July 2013
NYPPEX Private Markets July 2011 - November 2011
OpenSky Project Inc January 2011 - August 2011
Syncro Services LLC October 2010 - August 2011
Flywheel Sports Inc February 2011 - July 2011
PriceWaterHouseCoopers LLP November 2010 - March 2011
Expan Inc November 2010 - December 2010
Skills
User Experience, Mobile Applications, Java, JavaScript, System Architecture, .NET, Technical Architecture, Start-ups, Ruby on Rails, Large Scale Systems, Technical Recruiting, Digital Product..., System Administration, Internet Product..., Microsoft SQL Server, Online User Experience, Integration, Databases, E-commerce, Architecture
Education
University of Maryland University College 2002 — 2005
Far Eastern State University 2000 — 2005
Master of Science (MS), Applied Mathematics
ICS January 2015 - Present
Wale Up June 2007 - Present
AUGMATE May 2014 - June 2014
RobotFruit Inc. February 2013 - July 2013
NYPPEX Private Markets July 2011 - November 2011
OpenSky Project Inc January 2011 - August 2011
Syncro Services LLC October 2010 - August 2011
Flywheel Sports Inc February 2011 - July 2011
PriceWaterHouseCoopers LLP November 2010 - March 2011
Expan Inc November 2010 - December 2010
Skills
User Experience, Mobile Applications, Java, JavaScript, System Architecture, .NET, Technical Architecture, Start-ups, Ruby on Rails, Large Scale Systems, Technical Recruiting, Digital Product..., System Administration, Internet Product..., Microsoft SQL Server, Online User Experience, Integration, Databases, E-commerce, Architecture
Education
University of Maryland University College 2002 — 2005
Far Eastern State University 2000 — 2005
Master of Science (MS), Applied Mathematics
Beth Forbes Beth Forbes's NYPPEX Private Markets Experience April 2007 - October 2007
Job Executive Director at J.P. Morgan GWM Business Management
Industry Investment Management
Experience
J.P. Morgan September 2012 - Present
NEWAsurion August 2010 - December 2011
NEWAsurion September 2009 - July 2010
GlobalView Capital October 2007 - September 2009
NYPPEX Private Markets April 2007 - October 2007
Verizon (fka GTE) January 1993 - August 2006
Arthur Andersen LLP January 1990 - January 1993
Skills
Forecasting, Cross-functional Team..., Financial Reporting, Finance, Start-ups, Corporate Finance, Private Equity, Accounting, Financial Analysis, Strategic Financial..., CRM, Internal Controls, Portfolio Management, Restructuring, Internal Audit, Management, Strategic Planning, Investments, Project Management, Sarbanes-Oxley Act, Mergers & Acquisitions, Cash Management, SAP, Analysis, Risk Management, Managerial Finance, Financial Modeling, Budgets, Business Analysis, Auditing, Mergers, Project Planning, Due Diligence, Valuation, Integration
Education
Southern Methodist University - Cox School of Business 1998 — 2000
Executive MBA, Strategy
Georgia State University 1988 — 1989
MTX, Taxation
Stetson University 1982 — 1986
BBA, Accounting
J.P. Morgan September 2012 - Present
NEWAsurion August 2010 - December 2011
NEWAsurion September 2009 - July 2010
GlobalView Capital October 2007 - September 2009
NYPPEX Private Markets April 2007 - October 2007
Verizon (fka GTE) January 1993 - August 2006
Arthur Andersen LLP January 1990 - January 1993
Skills
Forecasting, Cross-functional Team..., Financial Reporting, Finance, Start-ups, Corporate Finance, Private Equity, Accounting, Financial Analysis, Strategic Financial..., CRM, Internal Controls, Portfolio Management, Restructuring, Internal Audit, Management, Strategic Planning, Investments, Project Management, Sarbanes-Oxley Act, Mergers & Acquisitions, Cash Management, SAP, Analysis, Risk Management, Managerial Finance, Financial Modeling, Budgets, Business Analysis, Auditing, Mergers, Project Planning, Due Diligence, Valuation, Integration
Education
Southern Methodist University - Cox School of Business 1998 — 2000
Executive MBA, Strategy
Georgia State University 1988 — 1989
MTX, Taxation
Stetson University 1982 — 1986
BBA, Accounting
William Wolfe's NYPPEX Private Markets Experience May 2008 - June 2008
Job JD Candidate at Georgetown University Law Center
Industry Law Practice
Experience
United States District Court for the District of Maryland August 2015 - Present
Maryland Office of the Attorney General - Antitrust Division June 2015 - August 2015
Deloitte Consulting July 2012 - July 2014
Center for Financial Economics - Johns Hopkins University January 2011 - April 2012
Johns Hopkins University January 2011 - April 2012
Argus Information and Advisory Services June 2011 - August 2011
American Yacht Club June 2008 - August 2010
UC San Diego, Office of Admissions December 2009 - June 2010
NYPPEX Private Markets May 2008 - June 2008
Skills
Legal Research, Legal Writing, Data Analysis, Financial Analysis, Excel, Research, Corporate Finance, Valuation, SQL Server, Strategic Consulting, Quantitative Analysis, Credit Risk, Quantitative Analytics, Microsoft Excel, Cash Flow Forecasting, Credit Analysis, Financial Forecasting, Analysis
Education
Georgetown University Law Center 2014 — 2017
Juris Doctor (J.D.)
The Johns Hopkins University 2010 — 2012
B.A., Economics, Financial Economics (Minor) Honors
United States District Court for the District of Maryland August 2015 - Present
Maryland Office of the Attorney General - Antitrust Division June 2015 - August 2015
Deloitte Consulting July 2012 - July 2014
Center for Financial Economics - Johns Hopkins University January 2011 - April 2012
Johns Hopkins University January 2011 - April 2012
Argus Information and Advisory Services June 2011 - August 2011
American Yacht Club June 2008 - August 2010
UC San Diego, Office of Admissions December 2009 - June 2010
NYPPEX Private Markets May 2008 - June 2008
Skills
Legal Research, Legal Writing, Data Analysis, Financial Analysis, Excel, Research, Corporate Finance, Valuation, SQL Server, Strategic Consulting, Quantitative Analysis, Credit Risk, Quantitative Analytics, Microsoft Excel, Cash Flow Forecasting, Credit Analysis, Financial Forecasting, Analysis
Education
Georgetown University Law Center 2014 — 2017
Juris Doctor (J.D.)
The Johns Hopkins University 2010 — 2012
B.A., Economics, Financial Economics (Minor) Honors
Rory Mabin Rory Mabin's NYPPEX Private Markets Experience May 2009 - Present
Job Senior Vice President Secondary Trading, NYPPEX Private Markets
Industry Financial Services
Experience
NYPPEX Private Markets May 2009 - Present
JP Morgan May 2007 - May 2009
Ameriprise Financial Services, Inc. May 2006 - June 2007
Skills
Investment Banking, Series 7, Investment Strategies, Due Diligence, Trading, Alternative Investments, Portfolio Management, Investments, Asset Managment, Private Equity, Valuation, Hedge Funds, Equities, Private Placements, Series 63, Series 79, Secondary Market, Bonds, Capital Markets, FINRA, Financial Analysis
Education
University of Michigan 2003 — 2006
Bachelor of Science (B.S.), Business Statistics
University of Notre Dame 2001 — 2003
Finance
NYPPEX Private Markets May 2009 - Present
JP Morgan May 2007 - May 2009
Ameriprise Financial Services, Inc. May 2006 - June 2007
Skills
Investment Banking, Series 7, Investment Strategies, Due Diligence, Trading, Alternative Investments, Portfolio Management, Investments, Asset Managment, Private Equity, Valuation, Hedge Funds, Equities, Private Placements, Series 63, Series 79, Secondary Market, Bonds, Capital Markets, FINRA, Financial Analysis
Education
University of Michigan 2003 — 2006
Bachelor of Science (B.S.), Business Statistics
University of Notre Dame 2001 — 2003
Finance
Connor Reid Connor Reid's NYPPEX Private Markets Experience September 2014 - December 2014
Job Analyst at Gartland and Mellina Group
Industry Management Consulting
Experience
Gartland and Mellina Group June 2015 - Present
NYPPEX Private Markets September 2014 - December 2014
AIG June 2014 - August 2014
AIG June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Teamwork, Microsoft Office, Customer Service, Microsoft Word, Market Research, Risk Management, English, Social Media, Research, Public Speaking, Access, Analysis, Social Networking, Prequin, Capital IQ
Education
Iona College 2011 — 2015
Bachelor's degree, International Business
Gartland and Mellina Group June 2015 - Present
NYPPEX Private Markets September 2014 - December 2014
AIG June 2014 - August 2014
AIG June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Teamwork, Microsoft Office, Customer Service, Microsoft Word, Market Research, Risk Management, English, Social Media, Research, Public Speaking, Access, Analysis, Social Networking, Prequin, Capital IQ
Education
Iona College 2011 — 2015
Bachelor's degree, International Business
W. Tyler Allen's NYPPEX Private Markets Experience June 2011 - August 2015
Job Student at Miami University
Industry Financial Services
Experience
ACP Investment Group June 2014 - August 2015
NYPPEX Private Markets June 2011 - August 2015
Skills
Microsoft Excel, Portfolio Management, PowerPoint, Bloomberg Terminal, Team Leadership, Analysis, Capital IQ
Education
Miami University 2012 — 2016
Bachelor of Science (B.S.), Finance, General
ACP Investment Group June 2014 - August 2015
NYPPEX Private Markets June 2011 - August 2015
Skills
Microsoft Excel, Portfolio Management, PowerPoint, Bloomberg Terminal, Team Leadership, Analysis, Capital IQ
Education
Miami University 2012 — 2016
Bachelor of Science (B.S.), Finance, General
Erik Montgelas Erik Montgelas's NYPPEX Private Markets Experience August 2009 - November 2009
Job Associate at Garden City Group
Industry Law Practice
Experience
Josh Fields & Associates August 2012 - June 2013
Connecticut Legal Services May 2012 - August 2012
Ingham County Probate Court January 2012 - April 2012
Ohio Department of Commerce: Division of Securities June 2011 - August 2011
NYPPEX Private Markets August 2009 - November 2009
Skills
Microsoft Office, Westlaw, Legal Research, Legal Writing, Probate, Securities, Labor & Wage, Motions, Trials, Licensing, Personal Injury, Depositions
Education
Michigan State University College of Law 2010 — 2013
Doctor of Law (J.D.)
Miami University 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Salisbury School 2001 — 2005
High School
Josh Fields & Associates August 2012 - June 2013
Connecticut Legal Services May 2012 - August 2012
Ingham County Probate Court January 2012 - April 2012
Ohio Department of Commerce: Division of Securities June 2011 - August 2011
NYPPEX Private Markets August 2009 - November 2009
Skills
Microsoft Office, Westlaw, Legal Research, Legal Writing, Probate, Securities, Labor & Wage, Motions, Trials, Licensing, Personal Injury, Depositions
Education
Michigan State University College of Law 2010 — 2013
Doctor of Law (J.D.)
Miami University 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Salisbury School 2001 — 2005
High School
Morgan Donahue Morgan Donahue's NYPPEX Private Markets Experience September 2007 - May 2008
Job Senior Manager, Global Merchant Services at American Express
Industry Financial Services
Experience
American Express March 2014 - Present
American Express February 2013 - March 2014
American Express August 2010 - February 2013
Douglas C. Lane & Associates June 2008 - August 2010
NYPPEX Private Markets September 2007 - May 2008
Skills
Portfolio Management, Fixed Income, Financial Analysis, Equities, Investments, Financial Modeling, Finance, Management, Relationship Management
Education
Fairfield University 2004 — 2008
Bachelor of Science, Finance and Marketing
Australian Catholic University
American Express March 2014 - Present
American Express February 2013 - March 2014
American Express August 2010 - February 2013
Douglas C. Lane & Associates June 2008 - August 2010
NYPPEX Private Markets September 2007 - May 2008
Skills
Portfolio Management, Fixed Income, Financial Analysis, Equities, Investments, Financial Modeling, Finance, Management, Relationship Management
Education
Fairfield University 2004 — 2008
Bachelor of Science, Finance and Marketing
Australian Catholic University
Manuel Calderon's NYPPEX Private Markets Experience 2008 - 2008
Job Financial Services Professional
Industry Capital Markets
Experience
UBS May 2011 - Present
UBS Investment Bank 2008 - 2010
NYPPEX Private Markets 2008 - 2008
RBS Greenwich Capital 2006 - 2007
Skills
Strategic Planning, Financial Analysis, Business Planning, Strategic Financial..., Business Strategy, Management, Business Development, Finance, Portfolio Management, Corporate Finance, Fixed Income, Investments, Investment Banking, Equities, Hedge Funds, Trading, Capital Markets, Risk Management, Derivatives, Financial Modeling, Financial Planning
Education
Sacred Heart University 2004 — 2006
BA, Triple Major - Finance, Economics, Business Management
UBS May 2011 - Present
UBS Investment Bank 2008 - 2010
NYPPEX Private Markets 2008 - 2008
RBS Greenwich Capital 2006 - 2007
Skills
Strategic Planning, Financial Analysis, Business Planning, Strategic Financial..., Business Strategy, Management, Business Development, Finance, Portfolio Management, Corporate Finance, Fixed Income, Investments, Investment Banking, Equities, Hedge Funds, Trading, Capital Markets, Risk Management, Derivatives, Financial Modeling, Financial Planning
Education
Sacred Heart University 2004 — 2006
BA, Triple Major - Finance, Economics, Business Management
Sarah Welte's NYPPEX Private Markets Experience September 2014 - November 2014
Job Student at Sacred Heart University
Industry
Experience
NYPPEX Private Markets September 2014 - November 2014
Sacred Heart University (Career Development & Placement Center) May 2014 - August 2014
Greenwich Country Club May 2012 - August 2013
Lucio’s Pizzeria September 2010 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Jonas Software, PioneerLink, Fluent Italian, Visual Logic, Visual Basic, Maple 17, Time Management, Public Speaking, Multi Tasking, Bilingual, Team Leadership, Tutoring, Outlook, Academic Tutoring
Education
Sacred Heart University 2011 — 2015
Bachelor's Degree, Mathematics, Minor: Italian
Mahopac High School 2007 — 2011
High School
NYPPEX Private Markets September 2014 - November 2014
Sacred Heart University (Career Development & Placement Center) May 2014 - August 2014
Greenwich Country Club May 2012 - August 2013
Lucio’s Pizzeria September 2010 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Jonas Software, PioneerLink, Fluent Italian, Visual Logic, Visual Basic, Maple 17, Time Management, Public Speaking, Multi Tasking, Bilingual, Team Leadership, Tutoring, Outlook, Academic Tutoring
Education
Sacred Heart University 2011 — 2015
Bachelor's Degree, Mathematics, Minor: Italian
Mahopac High School 2007 — 2011
High School
Katie Gregory-Taylor Katie Gregory-Taylor's NYPPEX Private Markets Experience June 2007 - August 2007
Job Chief Finance Director/District Sales Manager at Westside Car Connection Inc.
Industry Financial Services
Experience
Westside Car Connection Inc. January 2012 - Present
Management Leadership for Tomorrow (MLT) July 2010 - Present
PNC October 2011 - February 2014
Merrill Lynch July 2011 - December 2011
PNC Financial Services Group August 2009 - June 2011
Roblu American Dance Company January 2006 - 2011
NYPPEX Private Markets June 2007 - August 2007
Skills
Financial Analysis, Data Analysis, Recruiting, Highly detail oriented, Analytic Thinking, Self-starter, Creative Solutions, Result Oriented, Financial Statement..., Finance, Leadership, Management, PowerPoint, Sourcing
Education
Cleveland State University
Bachelor of Business Administration - Finance (B.B.A.), Business-Finance Major & Spanish-Minor
Westside Car Connection Inc. January 2012 - Present
Management Leadership for Tomorrow (MLT) July 2010 - Present
PNC October 2011 - February 2014
Merrill Lynch July 2011 - December 2011
PNC Financial Services Group August 2009 - June 2011
Roblu American Dance Company January 2006 - 2011
NYPPEX Private Markets June 2007 - August 2007
Skills
Financial Analysis, Data Analysis, Recruiting, Highly detail oriented, Analytic Thinking, Self-starter, Creative Solutions, Result Oriented, Financial Statement..., Finance, Leadership, Management, PowerPoint, Sourcing
Education
Cleveland State University
Bachelor of Business Administration - Finance (B.B.A.), Business-Finance Major & Spanish-Minor
Jeffrey Grendi's NYPPEX Private Markets Experience March 2015 - Present
Job
Industry Financial Services
Experience
NYPPEX Private Markets March 2015 - Present
J.P. Morgan September 2012 - March 2015
SS&C GlobeOp July 2007 - September 2012
Bear Stearns June 2004 - June 2007
Skills
Securities, Middle Office, Investments, Private Equity, Fund Accounting, Financial Services, Back Office, Bonds, Financial Markets, Trading Systems, Financial Reporting, Accounting, Account Reconciliation, Client Services, Microsoft Excel, Project Management, Cross-functional Team..., Due Diligence, Finance, Corporate Actions, Fund Of Funds, Team Leadership
Education
Long Island University, C.W. Post Campus
B.S., Finance
Pace University - Lubin School of Business
M.B.A, Investment Management
NYPPEX Private Markets March 2015 - Present
J.P. Morgan September 2012 - March 2015
SS&C GlobeOp July 2007 - September 2012
Bear Stearns June 2004 - June 2007
Skills
Securities, Middle Office, Investments, Private Equity, Fund Accounting, Financial Services, Back Office, Bonds, Financial Markets, Trading Systems, Financial Reporting, Accounting, Account Reconciliation, Client Services, Microsoft Excel, Project Management, Cross-functional Team..., Due Diligence, Finance, Corporate Actions, Fund Of Funds, Team Leadership
Education
Long Island University, C.W. Post Campus
B.S., Finance
Pace University - Lubin School of Business
M.B.A, Investment Management
Bob Zimmel's NYPPEX Private Markets Experience December 2010 - Present
Job Controller & FinOp at NYPPEX Private Markets
Industry Financial Services
Experience
NYPPEX Private Markets December 2010 - Present
Seapine Securities, LLC August 2009 - May 2010
Morgan Stanley Dean Witter June 2009 - July 2009
HSBC Global Asset Management May 2008 - December 2008
JPMorgan Chase October 2006 - April 2008
FIMAT USA, LLC January 2005 - October 2006
Calyon January 2002 - January 2005
M. Safra & Co. August 1999 - August 2001
UBS May 1997 - June 1999
Credit Suisse First Boston July 1987 - May 1997
Education
Fordham University 1980 — 1981
MBA, Finance
Manhattan College 1974 — 1977
BBA, Managerial Sciences, 3.67/4.0
NYPPEX Private Markets December 2010 - Present
Seapine Securities, LLC August 2009 - May 2010
Morgan Stanley Dean Witter June 2009 - July 2009
HSBC Global Asset Management May 2008 - December 2008
JPMorgan Chase October 2006 - April 2008
FIMAT USA, LLC January 2005 - October 2006
Calyon January 2002 - January 2005
M. Safra & Co. August 1999 - August 2001
UBS May 1997 - June 1999
Credit Suisse First Boston July 1987 - May 1997
Education
Fordham University 1980 — 1981
MBA, Finance
Manhattan College 1974 — 1977
BBA, Managerial Sciences, 3.67/4.0
Paulina Apostolides, CAIA's NYPPEX Private Markets Experience December 2009 - February 2010
Job Director of Investments
Industry Financial Services
Experience
Northwestern Mutual March 2013 - Present
Massey Knakal Realty Services May 2012 - February 2013
NYPPEX Private Markets December 2009 - February 2010
Murphy & Durieu February 2009 - August 2009
Merriman Curhan Ford & Co. June 2005 - January 2009
Skills
Equities, Equity Trading, Series 7, Trading, Investments, Capital Markets, Securities, Asset Management, Valuation, Negotiation, Financial Markets, Hedge Funds, Alternative Investments, Financial Analysis, Series 63, Portfolio Management, Mutual Funds, Financial Reporting, Customer Relations, Institutional, Corporate Finance, Customer Service, Research, Technical Analysis, Real Estate, Market Making, Brokerage, Proprietary Trading, Real Estate Economics, Venture Capital, Bloomberg, Fixed Income, Finance, Financial Services, Due Diligence, Management, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Science (M.S.), Finance, General
Parsons School of Design
Bachelor of Fine Arts (BFA), Fine and Studio Arts
Northwestern Mutual March 2013 - Present
Massey Knakal Realty Services May 2012 - February 2013
NYPPEX Private Markets December 2009 - February 2010
Murphy & Durieu February 2009 - August 2009
Merriman Curhan Ford & Co. June 2005 - January 2009
Skills
Equities, Equity Trading, Series 7, Trading, Investments, Capital Markets, Securities, Asset Management, Valuation, Negotiation, Financial Markets, Hedge Funds, Alternative Investments, Financial Analysis, Series 63, Portfolio Management, Mutual Funds, Financial Reporting, Customer Relations, Institutional, Corporate Finance, Customer Service, Research, Technical Analysis, Real Estate, Market Making, Brokerage, Proprietary Trading, Real Estate Economics, Venture Capital, Bloomberg, Fixed Income, Finance, Financial Services, Due Diligence, Management, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Science (M.S.), Finance, General
Parsons School of Design
Bachelor of Fine Arts (BFA), Fine and Studio Arts
Donald Byrne's NYPPEX Private Markets Experience July 2013 - June 2015
Job Director of Operations at BloxTrade
Industry Investment Management
Experience
Forty3North Consulting Group July 2014 - Present
NYPPEX Private Markets July 2013 - June 2015
Daiwa Capital Markets March 2011 - April 2013
GFI Group June 2010 - March 2011
Access global trading April 2009 - April 2010
JPMorgan Chase March 2008 - April 2009
Bear Stearns 1991 - 2008
Skills
Equities, Hedge Funds, Trading, Investments, Bloomberg, FINRA, Series 7, Capital Markets, Securities, Derivatives, Series 63, Series 24, series 55, Series 3, Electronic Trading, Options, Portfolio Management, Alternative Investments
Education
Boston College 1986 — 1990
bs, finance and economics
St francis xavier high school 1982 — 1986
college prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
st andrew avellino 1974 — 1982
Forty3North Consulting Group July 2014 - Present
NYPPEX Private Markets July 2013 - June 2015
Daiwa Capital Markets March 2011 - April 2013
GFI Group June 2010 - March 2011
Access global trading April 2009 - April 2010
JPMorgan Chase March 2008 - April 2009
Bear Stearns 1991 - 2008
Skills
Equities, Hedge Funds, Trading, Investments, Bloomberg, FINRA, Series 7, Capital Markets, Securities, Derivatives, Series 63, Series 24, series 55, Series 3, Electronic Trading, Options, Portfolio Management, Alternative Investments
Education
Boston College 1986 — 1990
bs, finance and economics
St francis xavier high school 1982 — 1986
college prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
st andrew avellino 1974 — 1982
Brian Martino's NYPPEX Private Markets Experience June 2011 - November 2011
Job Consultant
Industry Investment Banking
Experience
Brian J. Martino August 2012 - Present
Cyril Loves Vodka, LLC November 2011 - Present
NYPPEX Private Markets June 2011 - November 2011
Leonardo Investors Group, LLC January 2005 - December 2010
Skills
Valuation, Budgets, Finance, Negotiation, Chartered Financial..., Private Equity, Investment Banking, Alternative Investments, Hedge Funds, Investments, Equities, Private Placements, Financial Structuring, Due Diligence, Mergers & Acquisitions, Venture Capital, Portfolio Management, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1992
Master of Science, Finance
Clark University 1981 — 1986
Bachelor of Science (BS), Business Administration/Marketing
Brian J. Martino August 2012 - Present
Cyril Loves Vodka, LLC November 2011 - Present
NYPPEX Private Markets June 2011 - November 2011
Leonardo Investors Group, LLC January 2005 - December 2010
Skills
Valuation, Budgets, Finance, Negotiation, Chartered Financial..., Private Equity, Investment Banking, Alternative Investments, Hedge Funds, Investments, Equities, Private Placements, Financial Structuring, Due Diligence, Mergers & Acquisitions, Venture Capital, Portfolio Management, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1992
Master of Science, Finance
Clark University 1981 — 1986
Bachelor of Science (BS), Business Administration/Marketing
Michael Schunk's NYPPEX Private Markets Experience October 2003 - Present
Job Owner / Operator at Principal Consulting, LLC
Industry Financial Services
Experience
Principal Consulting LLC October 2003 - Present
NYPPEX Private Markets October 2003 - Present
Principal Consulting, LLC August 2003 - Present
Northeast Securities, Inc. January 2002 - September 2008
Skills
Equities, FINRA, Series 7
Education
Pace University - Lubin School of Business 1980 — 1981
MBA Candidate
Principal Consulting LLC October 2003 - Present
NYPPEX Private Markets October 2003 - Present
Principal Consulting, LLC August 2003 - Present
Northeast Securities, Inc. January 2002 - September 2008
Skills
Equities, FINRA, Series 7
Education
Pace University - Lubin School of Business 1980 — 1981
MBA Candidate
Douglas Wilmot MBA's NYPPEX Private Markets Experience August 2007 - April 2008
Job Driven finance professional that has consistently performed with a proven record of delivering improvements.
Industry Consumer Goods
Experience
PepsiCo May 2012 - December 2014
Pepsi Beverages Company November 2010 - May 2012
PepsiCo April 2008 - November 2010
NYPPEX Private Markets August 2007 - April 2008
Questech June 2005 - July 2006
Skills
SAP, Forecasting, Variance Analysis, Financial Reporting, Financial Analysis, Accounting, Strategy, Finance, Sarbanes-Oxley Act, Microsoft Excel, Process Improvement, Analysis, Pricing, Internal Controls, Cross-functional Team...
Education
Clarkson University 2006 — 2007
MBA, Innovation and New Venture Capital
Castleton State College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Clarkson University
PepsiCo May 2012 - December 2014
Pepsi Beverages Company November 2010 - May 2012
PepsiCo April 2008 - November 2010
NYPPEX Private Markets August 2007 - April 2008
Questech June 2005 - July 2006
Skills
SAP, Forecasting, Variance Analysis, Financial Reporting, Financial Analysis, Accounting, Strategy, Finance, Sarbanes-Oxley Act, Microsoft Excel, Process Improvement, Analysis, Pricing, Internal Controls, Cross-functional Team...
Education
Clarkson University 2006 — 2007
MBA, Innovation and New Venture Capital
Castleton State College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Clarkson University
Reenu Bhatia's NYPPEX Private Markets Experience August 2012 - October 2014
Job Business Analyst at Practising Law Institute (PLI)
Industry Legal Services
Experience
NYPPEX Private Markets August 2012 - October 2014
Yonkers Board of Education July 2006 - January 2007
Education
Syracuse University 2007 — 2012
Bachelor of Arts (B.A.), Mathematics
Syracuse University 2007 — 2012
Bachelor of Arts (B.A.), Religion/Religious Studies
Lincoln High School 2003 — 2007
New York Advanced Regents, Academy of Finance
NYPPEX Private Markets August 2012 - October 2014
Yonkers Board of Education July 2006 - January 2007
Education
Syracuse University 2007 — 2012
Bachelor of Arts (B.A.), Mathematics
Syracuse University 2007 — 2012
Bachelor of Arts (B.A.), Religion/Religious Studies
Lincoln High School 2003 — 2007
New York Advanced Regents, Academy of Finance
Alex E. Arzeno's NYPPEX Private Markets Experience 2012 - 2013
Job Investor Relations and Financial Communications at MBS Value Partners
Industry Financial Services
Experience
MBS Value Partners February 2015 - Present
The Mackenzie Group, LLC 2013 - 2015
NYPPEX Private Markets 2012 - 2013
PCP Inversiones S.A. 2009 - 2010
Himelsein Mandel Fund Management 2008 - 2009
Booke & Company 2006 - 2007
Weeden & Co. 2004 - 2004
Skills
Private Equity, Hedge Funds, Investor Relations, Equities, Marketing, Capital Markets, Emerging Markets, Consulting, Strategy, Management, Strategic Communications, Business Strategy, Finance, Asset Management
Education
IAE Business School - Universidad Austral 2011 — 2011
Master of Business Administration (MBA)
Bucknell University 2001 — 2005
Bachelor of Arts (B.A.), International Relations and Affairs
MBS Value Partners February 2015 - Present
The Mackenzie Group, LLC 2013 - 2015
NYPPEX Private Markets 2012 - 2013
PCP Inversiones S.A. 2009 - 2010
Himelsein Mandel Fund Management 2008 - 2009
Booke & Company 2006 - 2007
Weeden & Co. 2004 - 2004
Skills
Private Equity, Hedge Funds, Investor Relations, Equities, Marketing, Capital Markets, Emerging Markets, Consulting, Strategy, Management, Strategic Communications, Business Strategy, Finance, Asset Management
Education
IAE Business School - Universidad Austral 2011 — 2011
Master of Business Administration (MBA)
Bucknell University 2001 — 2005
Bachelor of Arts (B.A.), International Relations and Affairs
Sean Finnegan's NYPPEX Private Markets Experience April 2009 - September 2011
Job MKP Capital
Industry Investment Management
Experience
MKP Capital Management, L.L.C. July 2014 - Present
Rockefeller & Co., Inc. September 2011 - July 2014
NYPPEX Private Markets April 2009 - September 2011
Skills
Equities
Education
University of Delaware 2002 — 2006
MKP Capital Management, L.L.C. July 2014 - Present
Rockefeller & Co., Inc. September 2011 - July 2014
NYPPEX Private Markets April 2009 - September 2011
Skills
Equities
Education
University of Delaware 2002 — 2006
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY