Optima Fund Management
Industry: Company
DescriptionFounded: 1988 Subsidiary: Optima Securities Llc
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Optima Fund Management Employees
Creative Artists Agency June 2015 - Present
ASM Sports March 2015 - May 2015
You First Sports May 2014 - August 2014
Mato Sports Management LLC January 2014 - May 2014
Optima Fund Management June 2013 - August 2013
CampusGoer LLC September 2011 - January 2013
University of Miami, Department of Sports Adminstration September 2012 - December 2012
Optima Fund Management May 2012 - August 2012
Optima Fund Management May 2011 - August 2011
Optima Fund Management June 2010 - October 2010
Skills
Microsoft Office, Research, Sales, Marketing, Sports Management, Brand Development, Sports Marketing, Sports, Social Networking, Social Media Marketing
Education
University of Miami 2010 — 2014
Bachelor's Degree, Education - Major:Sport Administration / Minor:Business Administration/Psychology, Magna Cum Laude, 4.0 (major) / 3.85 (overall)
Horace Mann School 1995 — 2010
High School
Holly Street Wealth November 2012 - Present
New Sheridan Advisors October 2013 - October 2014
Lyrical Partners, LP August 2010 - November 2012
Newport Asset Management LLC January 2009 - October 2009
Optima Fund Management March 2008 - January 2009
Citi Alternative Investments August 2003 - March 2008
Citigroup Global Markets August 2003 - March 2008
Bank of America March 2002 - August 2003
Morgan Stanley Investment Management February 2001 - March 2002
Next Advisors February 2000 - February 2001
Skills
Alternative Investments, Sales, CAIA, Fundraising, Marketing, Hedge Funds, Private Equity, Asset Managment, Portfolio Management, Fund Of Funds, FX trading, Futures, Managed Futures, Commercial Real Estate, Asset Management, Bonds, Mutual Funds, Trading, Asset Allocation, Series 63, Options, Investment Management, Investment Advisory, Equities, Capital Raising, Investments, Fixed Income, Wealth Management, Investment Strategies, Derivatives, Institutional..., Capital Markets, Equity Research, Wealth, Series 7, Financial Advisory, Emerging Markets, Investor Relations, Start-ups
Education
Mt. San Antonio College 1983 — 1987
Architecture
Mt. San Antonio College 1983 — 1987
Architecture
Columbia University September 2007 - Present
Optima Fund Management May 2007 - May 2012
Merrill Lynch Investment Managers 1997 - 2007
Chase Manhattan Bank 1995 - 1997
Swiss Bank Corporation Portfolio Management International 1989 - 1995
Bank of Tokyo International Asset Management September 1987 - November 1989
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Equities, Portfolio Management, Investments, Structured Products, Global Macro, Derivatives, Managed Futures, Bloomberg, Asset Allocation, Due Diligence, Investment Strategies
Education
London School of Economics and Political Science 1986 — 1987
DBS, Business
University of Windsor 1981 — 1985
BA, Economics
Upper Canada College
SL Green Realty Corp. April 2014 - Present
SL Green September 2010 - March 2014
Berens Capital Management, LLC June 2010 - August 2010
GFI Group August 2009 - September 2009
Makaira Partners LLC May 2009 - August 2009
Optima Fund Management June 2008 - August 2008
KTR Capital Partners June 2007 - August 2007
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Arts (BA), History
Middlesex School 2003 — 2006
Tiger Management August 2015 - Present
Optima Fund Management January 2015 - Present
Cadwalader, Wickersham & Taft LLP June 2013 - January 2015
St. John's University January 2010 - May 2013
Virginia Gildersleeve International Fund (VGIF) December 2011 - May 2012
Skills
English, English Literature, Writing, Administrative..., Paralegals, Team Leadership, Organizational..., WordPress, Calendar Planning, Event Management, Program Management, Computer Hardware
Education
City University of New York-Hunter College 2014 — 2015
MA, English Literature (British and Commonwealth)
St. John's University 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature/Letters
Rocaton Investment Advisors June 2015 - Present
Sellinger Applied Portfolio Class September 2014 - January 2015
Optima Fund Management May 2014 - August 2014
Loyola University Maryland, Fixed Income Securities Course September 2013 - December 2013
Loyola University Maryland, Equity Securities: Valuation & Markets Course September 2013 - December 2013
Sealed Air Corporation June 2010 - August 2010
Longshore Parks and Recreation 2009 - 2010
Westport News June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Bloomberg Terminal
Education
Loyola College in Maryland 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General Economics, Minor
Staples High School 2008 — 2011
Accelerate Product Partners, LLC June 2015 - Present
Accelerate Product Partners, LLC January 2014 - Present
Acceleration Capital Group March 2008 - Present
HedgeWorld.com January 2000 - January 2006
Optima Fund Management 1995 - 1998
Gruss & Co. 1993 - 1995
Skills
Hedge Funds, Alternative Investments, Equities, Fund Of Funds, Asset Managment, Series 63, Trading, Options, Private Equity, Equity Derivatives, Capital Raising, Derivatives, Asset Allocation, Securities, Electronic Trading, Investment Strategies, Emerging Markets, Hedging, Fixed Income, Portfolio Management, Capital Markets, Asset Management, Investor Relations, Equity Trading, Financial Modeling, Equity Research, Bonds, Due Diligence, Structured Products, Investments, Trading Strategies, Financial Structuring, Structured Finance, Bloomberg, Series 7, Trading Systems, Mutual Funds, Venture Capital, Global Macro, ETFs, Investment Banking, Private Placements, Investment Management, Credit Derivatives, Financial Markets, Wealth Management, Valuation, Commodity, FINRA, Prime Brokerage
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Hamilton College
Riverdale
CrossFit East River December 2013 - Present
Sidoti & Company, LLC December 2008 - June 2012
Sidoti & Company, LLC March 2008 - November 2008
Optima Fund Management June 2007 - February 2008
LaBranche & Co. June 2006 - August 2006
Skills
Leadership, CrossFit, Coaching, Functional Movement, Olympic Lifting, Training, Fitness, Strength Training, Analysis, Equity Research, Investments, Portfolio Management, Risk Management
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance
St. George's School 2000 — 2003
PineBridge Investments March 2014 - Present
PineBridge Investments March 2014 - July 2014
Optima Fund Management July 2013 - March 2014
The Nordlinger Group - Entertainment Business Management September 2012 - June 2013
NYC Department of Parks & Recreation June 2009 - June 2013
Manhattan Multicultural Counseling January 2012 - April 2012
Skills
PowerPoint, QuickBooks, Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, Financial Accounting, Teamwork, Financial Analysis, Financial Reporting, Customer Service, Bookkeeping, Tax, Research, HTML 5, CSS, Financial Modeling
Education
New York University 2010 — 2014
Bachelor's Degree, Accounting and Marketing
Optima Fund Management July 2015 - Present
Optima Fund Management March 2012 - July 2015
Optima Fund Management May 2009 - February 2012
Kaiser Associates June 2008 - August 2008
Achievers (formerly I Love Rewards) 2007 - 2007
Skills
Hedge Funds, Asset Allocation, Risk Management, Due Diligence, Equities, Alternative Investments, Asset Management, Economics, Venture Capital, Management, Investments, Portfolio Management, Finance, Bloomberg, Valuation, Fixed Income, Strategy
Education
Brown University 2005 — 2009
BA, Economics
Upper Canada College 1999 — 2005
International Baccalaureate (IB) Program High School Diploma
Optima Fund Management May 2008 - Present
Alternative Asset Investment Management January 2008 - April 2008
Banca IMI July 2006 - October 2006
Italy America Chamber of Commerce West July 2005 - October 2005
Skills
Equities, Hedge Funds, Risk Management, Banking, Investment Banking, Credit Risk, Alternative Investments, Portfolio Management, Asset Management, Fixed Income, Fund Of Funds, Derivatives, Valuation, Finance, Bloomberg, Capital Markets
Education
Università Commerciale 'Luigi Bocconi'
Master, Finance
Università Commerciale 'Luigi Bocconi'
Bachelor, Finance
Optima Fund Management 2011 - Present
Unilever May 2009 - August 2009
Skills
Bloomberg, Forecasting, Business Strategy, Analysis, Competitive Analysis, Microsoft Office, Finance, Accounting, Management, Investments, Due Diligence, Essbase, Financial Analysis, Financial Modeling, Financial Reporting, Valuation, Risk Management, Corporate Finance, Portfolio Management
Education
Babson College 2006 — 2010
BA, Finance and Quantitative Methods
Upper Canada College
Optima Fund Management April 2012 - Present
Lanx Management September 2009 - April 2012
Constellar Capital April 2007 - September 2009
Skills
Fund Of Funds, Alternative Investments, Hedge Funds, Bloomberg, Finance, Marketing, Venture Capital, Institutional..., Capital, Financial Services, Financial Modeling, ETFs, Structured Finance, Asset Allocation, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
Cornell University 1998 — 2002
BA, Psychology
Grace Church School November 2014 - Present
Greenpoint Reformed Church September 2014 - May 2015
Ethical Culture Fieldston School April 2014 - November 2014
Seen and Heard International January 2012 - September 2014
Columbia University May 2013 - July 2013
Christie's September 2012 - December 2012
Optima Fund Management February 2008 - December 2008
Robeco Investment Management December 2001 - May 2005
Lime Capital Management August 2000 - December 2001
Skills
Alternative Investments, Research, Investment Management, Sales, Due Diligence, Writer, Project Management, RFP, Fixed Income, Musicology, Art History, Childhood, Teaching, Writing
Education
Bank Street College of Education 2014 — 2017
Master of Education (M.Ed.), General Childhood, 4.0
Columbia University in the City of New York 1996 — 2000
BA, Art History, Music History
Christie's Education 2011 — 2012
MA, Art History and Art Business
Universiteit van Amsterdam 2005 — 2007
Research Masters, Music Theory
Optima Fund Management July 2011 - Present
DELOITTE & TOUCHE LLP August 2006 - July 2011
Education
BARUCH COLLEGE, ZICKLIN SCHOOL OF BUSINESS 2009 — 2013
Master of Business Administration (M.B.A.), Business Administration; Finance Concentration
University at Buffalo 2002 — 2006
B.S., Finance
Optima Fund Management March 2010 - Present
Raminova March 2008 - December 2010
Mark David & Company April 2006 - March 2008
JP Morgan 2005 - 2006
JP Morgan Chase 2003 - 2005
Skills
Investments, Real Estate Transactions, Real Estate, Business Strategy, Leases, Investment Properties, Contract Negotiation, Marketing, Rentals, Investors, Business Development, Sales, Marketing Strategy, Strategic Planning, Relocation, Hedge Funds, Fund Of Funds, Selling, Apartments, Investor Relations, Management
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2003
Universidad Alcala de Henares 2001 — 2002
International Studies
Weill Cornell Medical College June 2015 - Present
Weill Cornell Medical College August 2014 - June 2015
Icahn School of Medicine at Mount Sinai April 2013 - August 2014
Optima Fund Management January 2011 - January 2013
Skills
Microsoft Excel, Accounts Payable, Accounts Receivable, QuickBooks, Outlook, Bloomberg, Account Reconciliation, General Ledger, Trading, Journal Entries, Bank Reconciliation, Invoicing, Expenses, SAP, PowerPoint, Accounting, Axys, GEAC, A/R collections, Vouchers, Accruals, Year-end Close, Monthly Close, Fund Of Funds, Balance Sheet, JIRA, Cognos, Financial Analysis
Education
Penn State University 2014 — 2016
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Baruch College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.75
Morgan Stanley 2011 - 2014
UBS Wealth Management 2008 - 2011
Morgan Stanley 2005 - 2008
Optima Fund Management 2003 - 2005
AllianceBernstein 2002 - 2003
Skills
Hedge Funds, Alternative Investments, Equities, Series 7, Asset Management, Fixed Income, Investments, Financial Services, Strategy, Wealth Management, Securities, Capital Markets, Private Equity, Competitive Analysis
Education
Princeton University
AB, English
Optima Fund Management January 2013 - Present
Skills
Legal Research, Proofreading, Microsoft Office, Employment Law, Document Review, Document Management, Class Actions, Trials, Hedge Funds, Fund Of Funds, Investor Relations, Securities Regulation, Due Diligence, Arbitration, Litigation
Education
Tufts University 2005 — 2009
BA
NYU at Florence 2008 — 2008
Northern Valley Regional High School at Demarest 2001 — 2005
High School
Optima Fund Management October 1994 - Present
The Related Companies October 1992 - October 1994
Seymour Schneidman & Associates September 1990 - October 1992
Skills
Fund Of Funds, Valuation, Hedge Funds, Bloomberg, Due Diligence, Asset Management, Alternative Investments, Investments, Equities
Education
Binghamton University - School of Management 1986 — 1990
Bachelor of Science (BS), Accounting
Optima Fund Management August 2004 - Present
Royal Bank of Canada September 1999 - August 2004
RNET Corporation January 1997 - September 1999
Dreyfus 1992 - 1997
RNET Corp January 1987 - May 1992
Skills
Valuation, Equities, Hedge Funds, Derivatives, Trading, Portfolio Management, Structured Products, Asset Allocation, Trading Systems, Equity Trading, Alternative Investments, Investment Management, Fund Of Funds, Securities, Financial Services, Risk Management, Due Diligence, Equity Derivatives, Mutual Funds, Structured Finance, Fixed Income, Bloomberg, Asset Management, Financial Risk, Capital Markets, Finance, Investment Strategies, Series 63, Private Equity, Investor Relations, Quantitative Analytics, Options, FX Options, Investments, Emerging Markets, Bonds, Financial Markets, Investment Banking, Electronic Trading, Prime Brokerage, Credit Derivatives, Funding, Market Data, Financial Modeling, Swaps, Market Risk, Fund Accounting, Middle Office, Commodity, Sybase
Education
City University of New York-Brooklyn College 1984 — 1988
CIS, Computer & Information Studies
Health Care REIT April 2015 - Present
MacroVest Strategies (MVS) April 2015 - Present
MacroVest Strategies (MVS) June 2010 - March 2015
Fisco LLC September 2007 - September 2011
Merrill Lynch June 2006 - September 2007
Morgan Stanley February 2005 - June 2006
The Rouse Company 2002 - 2005
Optima Fund Management 1998 - 2000
Skills
Portfolio Management, Retirement Planning, Alternative Investments, Investments, Hedge Funds, Asset Managment, Investment Banking, Financial Modeling, Private Equity, Series 7, Asset Management, Wealth Management, Finance, Asset Allocation, Investment Strategies, Investment Management, Equities, Series 63, Capital Markets, Bloomberg, Mutual Funds, Investor Relations, Financial Services, Venture Capital, Trading, Financial Markets, Risk Management, Securities, Trading Strategies, Financial Advisory
Education
University College London, U. of London 1999 — 2002
BA Honours, History
Harrow School 1996 — 1999
A Levels, English, History, Politics
Hewitt EnnisKnupp September 2014 - Present
Altegris Advisors July 2008 - August 2014
Bank of America Alternative Investments February 2004 - August 2007
Optima Fund Management April 2000 - January 2004
Investment Management Services February 1996 - March 2000
Skills
Asset Allocation, Marketing, Hedge Funds, Alternative Investments, Management, Asset Managment, Investment Strategies, Portfolio Management, Equities, Fund Of Funds, Investments, Managed Futures, Due Diligence, Mutual Funds, Institutional..., Asset Management, Investment Management
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance, Marketing
University of Maryland College Park 1975 — 1980
BS, Finance
Ernst & Young October 2010 - June 2015
Optima Fund Management June 2009 - August 2009
Kidron Corporate Advisors October 2008 - June 2009
Credit Agricole Structured Asset Management June 2008 - August 2008
Skills
Valuation, Risk Management, Investment Banking, Financial Modeling, Financial Analysis, Due Diligence, Accounting
Education
The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (M.B.A.)
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Finance
CME Group January 2015 - Present
CME Group November 2013 - January 2015
Con Edison January 2011 - November 2013
Columbia M.S. Capstone Project: The Nature Conservancy September 2012 - December 2012
Con Edison September 2009 - December 2010
Brandeis University September 2008 - May 2009
Spire Vision July 2008 - August 2008
Optima Fund Management May 2007 - July 2007
Education
Columbia University in the City of New York 2010 — 2012
M.S., Sustainability Management
Brandeis University 2005 — 2009
B.A., Economics, Psychology, Business
Mass Mutual Seattle September 2007 - Present
Prudential Investments January 2001 - May 2004
PaineWebber September 1993 - January 2001
Optima Fund Management September 1993 - June 1996
Skills
Whole Life, Financial Planning, Wealth Management, Retirement Planning, Investments, 401k, Long Term Care, Public Speaking, Retirement, Disability Insurance, Term Life Insurance, Insurance, Strategic Financial..., Financial Services, Portfolio Management, Asset Management, Finance, Securities, Long Term Care Insurance, Financial Planners, Mutual Funds, High Net Worth..., Series 7, Estate Planning, Life Insurance, Fixed Annuities, Asset Allocation, Investment Advisory, IRAs, Financial Advisory
Education
The American College 2003 — 2012
ChFC®, Chartered Financial Consultant, Completed ChFC® Program
University of Wisconsin-Madison 1980 — 1986
BS, Education
The Blake Schools
The Leona M and Harry B Helmsley Charitable Trust April 2015 - Present
Optima Fund Management May 2008 - April 2015
Skills
Hedge Funds, Equities, Fund Of Funds, Valuation, Alternative Investments, Private Equity, Portfolio Management, Bloomberg, Investment Management, Structured Products, Equity Research, Asset Management, Emerging Markets, Global Macro, Asset Allocation, Capital Markets, Due Diligence, Financial Modeling, Fixed Income, Investments, Derivatives, CTAs
Education
Hobart College 2004 — 2008
History/Mathematics
Willett Advisors LLC December 2010 - Present
Optima Fund Management January 2010 - December 2010
Sterling Stamos Capital Management October 2007 - January 2010
PricewaterhouseCoopers January 2004 - October 2007
Skills
CPA, Hedge Funds, Valuation, Due Diligence, Financial Modeling, Equities, Investment Management, Derivatives, Fixed Income, Investments, Portfolio Management, Private Equity, Venture Capital, Alternative Investments, Asset Management, Trading, Compliance, Business Continuity..., Capital Markets, Auditing, Bloomberg
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
Hofstra University 1998 — 2002
Bachelor's Degree, Finance, Honors Graduate
SL Green September 2010 - Present
Berens Capital Management LLC June 2010 - September 2010
GFI Group August 2009 - September 2009
Makaira Partners LLC June 2009 - August 2009
Optima Fund Management June 2008 - August 2008
KTR Capital Partners June 2007 - July 2007
Education
Trinity College-Hartford 2006 — 2010
BA, History
Optima Fund Management 2004 - Present
Skills
Hedge Funds, Fund Of Funds, Equity Research, Due Diligence, Alternative Investments, Global Macro, Investments, Fixed Income, Emerging Markets, Private Equity, Financial Modeling, Derivatives, Bloomberg, Equities, Valuation
Education
Greenwich Academy
Harvard University
Teak Investment Management, LLC January 2015 - Present
Equinox Institutional Asset Management, LP January 2013 - October 2014
Tapestry Asset Management LP 2002 - 2013
Commodities Corporation 1998 - 2002
Goldman Sachs Asset Management 1998 - 2002
Optima Fund Management 1996 - 1997
Lake Partners, Inc. 1993 - 1996
Skills
Alternative Investments, Hedge Funds, Asset Management, Private Equity, Investments, Equities, Derivatives, Trading, Fund Of Funds, Portfolio Management, Mutual Funds, Fixed Income, Investment Management, Securities, Asset Managment, Trading Systems, Bonds, Options, Capital Markets, Investment Banking
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance/Multinational Management
University of Mumbai 1985 — 1988
B. Com., Multinational Management
Alternative Asset Investment Management December 2008 - Present
Optima Fund Management November 2006 - December 2008
Moody's Investors Service September 2004 - October 2006
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
MPA/Economics
Long Island University 1998 — 2002
BA, Economics
Optima Fund Management 2011 - Present
Arden Asset Management 2007 - 2011
NY State Department of Tax and Finance 2003 - 2007
Salomon Smith Barney 2000 - 2003
Skills
Hedge Funds, Asset Management, Due Diligence, Risk Management, Fixed Income, Fund Of Funds, Hedge Fund Accounting, Hedge Fund operations, Asset Managment, Investor Relations, hedge fund marketing, Portfolio Management, Operational Risk, Alternative Investments, Equities, Capital Markets, Investment Management, Operational Due..., Investments, Asset Allocation, Trading, Financial Services, Private Equity, Investment Strategies, Mutual Funds, Emerging Markets, Internal Controls, Trading Systems, Prime Brokerage, Market Risk, Wealth Management, Hedging, Valuation, Securities, Management
Education
State University of New York Empire State College
B.S., Business
Archbishop Molloy High School
HS Diploma
Avascent May 2015 - Present
Avascent April 2014 - April 2015
Avascent October 2012 - April 2014
Avascent August 2011 - October 2012
Optima Fund Management June 2010 - August 2010
E&E Capital Advisors LLC June 2009 - August 2009
Skills
Management Consulting, Business Strategy, Market Analysis, Financial Modeling, Private Equity, Strategic Planning, Asset Management, Economics, Defense
Education
Brown University 2007 — 2011
Bachelor of Arts (B.A.), Economics, International Relations
Taiyo Pacific Partners October 2012 - Present
Living Water Capital Management January 2008 - September 2012
Hunt Financial Ventures August 2005 - December 2007
Optima Fund Management April 2002 - July 2005
Putnam Investments 2000 - 2001
Independence Investment Associates February 1997 - August 2000
Skills
Hedge Funds, Private Equity, Fund Of Funds, Investment Strategies, Global Macro, Institutional..., New Business Development, Sales Management, Team Leadership, Strategic Planning, Chartered Financial..., Head of Sales and..., Institutional Sales and..., Client Relationship..., Endowments & Foundations, Corporate & Public Plans, Consultant Relations, Team Building, Driven By Results, Strategic Sales Plans, Simplifying the Complex, Problem Solving, Integrity, Work Ethic, Long Only Investments, Long/Short Equity, Merger Arbitrage, Event Driven, Leveraged Loans, Alternative Investments
Education
Babson College
BS, Finance
CFA Institute
Chartered Financial Analyst
Optima Fund Management August 2012 - December 2014
Cantor Fitzgerald May 2012 - January 2013
Skills
Legal Research, Legal Writing, Westlaw, Intellectual Property, Lexis, Securities Regulation, Legal Issues, Legal Assistance, Equities, Securities, Trading, Fixed Income, Litigation, Trademarks, Public Speaking, Hedge Funds, Due Diligence
Education
New York Law School 2011 — 2014
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Villanova University 2009 — 2011
Bachelor of Arts (BA), Political Science and Government, Ethics Minor
Accounting AccountantFirst New York SecuritiesNovember 2010 - August 2013
MD Sass February 2010 - November 2010
Optima Fund Management 2005 - 2008
Skills
Hedge Funds, Accounting, Valuation, Derivatives, Excel
Education
City University of New York-Baruch College 1999 — 2001
Bachelor of Business Administration (BBA), Accounting
Optima Fund Management March 2013 - Present
Optima Fund Management June 2012 - February 2013
Social Network Innovation Lab June 2011 - August 2011
Skills
Microsoft Office, Python
Education
Bowdoin College 2008 — 2012
B.S., Economics, Computer Science
First Republic Bank August 2011 - Present
Optima Fund Management April 2010 - June 2010
Optima Fund Management October 2006 - April 2009
US Trust 2001 - 2006
Skills
Due Diligence, Investor Relations, Banking, Business Strategy, Financial Services, Salesforce.com, Financial Analysis, Business Development, Management, Business Planning, Finance, Alternative Investments
Education
Stony Brook University 1997 — 2001
BS, Business Management & Economics
N. Rubin & Co., P.C. CPA November 2013 - Present
DDPhotos January 2005 - Present
Optima Fund Management February 2013 - June 2013
Skills
Microsoft Office (Word,..., Fluent in Slovak,..., Accounting, Microsoft Excel, Financial Statements, Public Speaking, Financial Accounting, Access, Marketing, Invoicing, Financial Analysis, Bookkeeping, PowerPoint, Microsoft Word, Microsoft Office
Education
Baruch College - Zicklin School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Borough of Manhattan Community College 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General
Optima Fund Management February 2013 - Present
Credit Suisse 2010 - 2012
Citigroup Global Markets, Japan 2005 - 2010
Citigroup Global Markets 2000 - 2005
Aubrey G Lanston & Co 1995 - 2000
The Industrial Bank of Japan, Ltd 1990 - 1995
Skills
CFA Holder, Private Banking, Financial Markets, Investment Banking, Options, Derivatives, Banking, Hedge Funds, Credit Risk, Equities, Fixed Income, Valuation, Investments, Capital Markets, Portfolio Management, Emerging Markets, Trading, Bloomberg, Alternative Investments, Asset Management
Education
Harvard College
BA, Economics
The American School in Japan