Parker Global Strategies
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Parker Global Strategies Employees
Employee
Years
Job
Industry
Frank Orzechowski Frank Orzechowski's Parker Global Strategies Experience 2001 - 2002
Job Chief Financial Officer at StormHarbour Partners, LP
Industry Financial Services
Experience
StormHarbour Partners, LP September 2013 - Present
etouches, Inc. May 2013 - September 2013
Cartridge World of Fairfield County 2009 - 2013
Nikko Asset Management Americas, Inc 2006 - 2009
Zurich Capital Markets 2002 - 2005
Parker Global Strategies 2001 - 2002
RBS Greenwich Capital 1991 - 2000
Salomon Brothers 1985 - 1991
Coopers & Lybrand 1982 - 1985
Skills
Small Business, Strategic Planning, Leadership, Mergers, Management, New Business Development, Retail, Social Media, Entrepreneurship, Mergers & Acquisitions, Budgets, Start-ups, Strategy, Analysis, Finance, Marketing, Negotiation, Process Improvement, Business Development, Business Planning, Cross-functional Team..., Sales, Financial Analysis, Risk Management, Customer Service, Strategic Partnerships, Recruiting, Team Building, Forecasting, Coaching, CFOs, COOs, Finance Function..., Finance Function..., Planning Budgeting &..., Cost Reduction..., Cost Savings Strategies, Cost Saving Projects, CPA, Healthcare, Nonprofits, Technology, Advertising, Accounting, Financial Reporting, Human Resources, Business Strategy, Financial Process..., Finance Transformation, Cash-flow Management
Education
Georgetown University 1978 — 1982
B.S., Accounting
Friends Academy 1974 — 1978
StormHarbour Partners, LP September 2013 - Present
etouches, Inc. May 2013 - September 2013
Cartridge World of Fairfield County 2009 - 2013
Nikko Asset Management Americas, Inc 2006 - 2009
Zurich Capital Markets 2002 - 2005
Parker Global Strategies 2001 - 2002
RBS Greenwich Capital 1991 - 2000
Salomon Brothers 1985 - 1991
Coopers & Lybrand 1982 - 1985
Skills
Small Business, Strategic Planning, Leadership, Mergers, Management, New Business Development, Retail, Social Media, Entrepreneurship, Mergers & Acquisitions, Budgets, Start-ups, Strategy, Analysis, Finance, Marketing, Negotiation, Process Improvement, Business Development, Business Planning, Cross-functional Team..., Sales, Financial Analysis, Risk Management, Customer Service, Strategic Partnerships, Recruiting, Team Building, Forecasting, Coaching, CFOs, COOs, Finance Function..., Finance Function..., Planning Budgeting &..., Cost Reduction..., Cost Savings Strategies, Cost Saving Projects, CPA, Healthcare, Nonprofits, Technology, Advertising, Accounting, Financial Reporting, Human Resources, Business Strategy, Financial Process..., Finance Transformation, Cash-flow Management
Education
Georgetown University 1978 — 1982
B.S., Accounting
Friends Academy 1974 — 1978
Donna Repp Donna Repp's Parker Global Strategies Experience October 2007 - May 2009
Job Supervisor at ARAMARK Refreshment Services
Industry Hospitality
Experience
ARAMARK Refreshment Services March 2013 - Present
Parker Global Strategies October 2007 - May 2009
Janus Capital Group March 2006 - September 2007
Janus Capital Group February 2005 - March 2006
Janus Capital Group March 1999 - February 2005
Skills
Leadership, Customer Service, Customer Experience, Notary Public, Financial Services, Training, Mutual Funds, Asset Management, Alternative Investments, Research, Proxy Voting, Pricing, Corporate Actions, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Mac OS, Citrix, Apple Numbers, Apple Pages, DST, ServSafe, Hospitality, Customer Satisfaction, Clerical Skills, Inventory Accuracy, Supervisory Skills, Auditing
Education
Liberty University 1988 — 1990
Education
Emily Griffith Technical College 2008 — 2009
Cosmetology Credential, Cosmetology
ARAMARK Refreshment Services March 2013 - Present
Parker Global Strategies October 2007 - May 2009
Janus Capital Group March 2006 - September 2007
Janus Capital Group February 2005 - March 2006
Janus Capital Group March 1999 - February 2005
Skills
Leadership, Customer Service, Customer Experience, Notary Public, Financial Services, Training, Mutual Funds, Asset Management, Alternative Investments, Research, Proxy Voting, Pricing, Corporate Actions, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Mac OS, Citrix, Apple Numbers, Apple Pages, DST, ServSafe, Hospitality, Customer Satisfaction, Clerical Skills, Inventory Accuracy, Supervisory Skills, Auditing
Education
Liberty University 1988 — 1990
Education
Emily Griffith Technical College 2008 — 2009
Cosmetology Credential, Cosmetology
Beverly Boker, SPHR Beverly Boker, SPHR's Parker Global Strategies Experience September 2006 - August 2008
Job HR Business Partner
Industry Human Resources
Experience
LEAD Consulting Group August 2011 - Present
Studley May 2008 - August 2011
Parker Global Strategies September 2006 - August 2008
LEAD Consulting Group July 2004 - September 2006
GE Capital May 1990 - July 2004
Skills
Employee Relations, Performance Management, Organizational..., Onboarding, Payroll, Strategic Planning, Compliance, Employee Benefits, Talent Management, HRIS, Talent Acquisition, HR Policies, Compensation Planning
Education
University of Northern Colorado
Bachelor of Business Administration (BBA)
LEAD Consulting Group August 2011 - Present
Studley May 2008 - August 2011
Parker Global Strategies September 2006 - August 2008
LEAD Consulting Group July 2004 - September 2006
GE Capital May 1990 - July 2004
Skills
Employee Relations, Performance Management, Organizational..., Onboarding, Payroll, Strategic Planning, Compliance, Employee Benefits, Talent Management, HRIS, Talent Acquisition, HR Policies, Compensation Planning
Education
University of Northern Colorado
Bachelor of Business Administration (BBA)
Jeffrey Barr Jeffrey Barr's Parker Global Strategies Experience June 1998 - October 2000
Job Retired
Industry Investment Management
Experience
Azimuth Investment Management, LLC April 2012 - July 2012
Azimuth Investment Management, LLC January 2009 - April 2012
Duff Capital Advisors July 2008 - December 2008
DFD Services LLC November 2000 - July 2008
Parker Global Strategies June 1998 - October 2000
RBS Greenwich Capital June 1992 - June 1998
EMCOR Risk Management Consulting January 1991 - November 1991
Citigroup September 1973 - December 1990
Arthur Young & Company July 1971 - August 1973
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Investment Management, Asset Managment, Financial Services, Fixed Income, Portfolio Management, Equities, Investments, Asset Allocation, Investment Strategies, Private Equity
Education
University of Pennsylvania - The Wharton School 1969 — 1971
MBA, accounting
Boston University 1964 — 1968
BS in BA, Finance
Azimuth Investment Management, LLC April 2012 - July 2012
Azimuth Investment Management, LLC January 2009 - April 2012
Duff Capital Advisors July 2008 - December 2008
DFD Services LLC November 2000 - July 2008
Parker Global Strategies June 1998 - October 2000
RBS Greenwich Capital June 1992 - June 1998
EMCOR Risk Management Consulting January 1991 - November 1991
Citigroup September 1973 - December 1990
Arthur Young & Company July 1971 - August 1973
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Investment Management, Asset Managment, Financial Services, Fixed Income, Portfolio Management, Equities, Investments, Asset Allocation, Investment Strategies, Private Equity
Education
University of Pennsylvania - The Wharton School 1969 — 1971
MBA, accounting
Boston University 1964 — 1968
BS in BA, Finance
David Patenge David Patenge's Parker Global Strategies Experience 2005 - 2006
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones November 2012 - February 2014
Triumvirate Capital Management, LLC 2006 - 2008
Parker Global Strategies 2005 - 2006
Barkston Group, LLC 2002 - 2005
Horton International 1997 - 2002
Handy HRM Corporation 1996 - 1997
Morgan Stanley 1984 - 1994
Security Pacific Bank (Now Bank of America) 1981 - 1984
Allied Bank International 1976 - 1980
Central Intelligence Agency 1972 - 1974
Skills
Hedge Funds, Start-ups, Investment Banking, Asset Management, Portfolio Management, Research, Microsoft Office, Asset Managment, Investor Relations, Wealth Management, Fund Of Funds, Emerging Markets, Credit Risk, Marketing, Relationship Management, Overseas Experience, Institutional Selling, Financial Markets, Capital Markets, Mutual Funds, Series 7, Series 66, Investment Advisory, Retirement Planning, Saving for Education, Personal Financial..., Executive Search, Securities, Investments
Education
Thunderbird School of Global Management 1975 — 1975
Master of Business Administration (M.B.A.)
University of Michigan 1970 — 1971
Master's Degree
Michigan State University 1966 — 1968
Bachelor's Degree
Albion College 1964 — 1966
Edward Jones November 2012 - February 2014
Triumvirate Capital Management, LLC 2006 - 2008
Parker Global Strategies 2005 - 2006
Barkston Group, LLC 2002 - 2005
Horton International 1997 - 2002
Handy HRM Corporation 1996 - 1997
Morgan Stanley 1984 - 1994
Security Pacific Bank (Now Bank of America) 1981 - 1984
Allied Bank International 1976 - 1980
Central Intelligence Agency 1972 - 1974
Skills
Hedge Funds, Start-ups, Investment Banking, Asset Management, Portfolio Management, Research, Microsoft Office, Asset Managment, Investor Relations, Wealth Management, Fund Of Funds, Emerging Markets, Credit Risk, Marketing, Relationship Management, Overseas Experience, Institutional Selling, Financial Markets, Capital Markets, Mutual Funds, Series 7, Series 66, Investment Advisory, Retirement Planning, Saving for Education, Personal Financial..., Executive Search, Securities, Investments
Education
Thunderbird School of Global Management 1975 — 1975
Master of Business Administration (M.B.A.)
University of Michigan 1970 — 1971
Master's Degree
Michigan State University 1966 — 1968
Bachelor's Degree
Albion College 1964 — 1966
Abhishek Jain, CQF, CFA Abhishek Jain, CQF, CFA's Parker Global Strategies Experience June 2005 - August 2008
Job Senior Vice President at Capstone Investment Advisors
Industry Investment Management
Experience
Capstone Investment Advisors July 2013 - Present
Capstone Investment Advisors August 2008 - June 2013
Parker Global Strategies June 2005 - August 2008
Indigo Moon, Inc. January 2003 - May 2005
Microsoft June 2001 - January 2003
Skills
Bonds, Trading Systems, Risk Management, Quantitative Finance, Options, Equities, ERP, Equity Derivatives, Fixed Income, Hedge Funds, Bloomberg, Derivatives, Volatility, Alternative Investments, Asset Management, Capital Markets, Hedging, Proprietary Trading
Education
CFA Institute 2004 — 2006
CFA, Investment management
Rochester Institute of Technology 2000 — 2001
MS, Computer Science and Applied Mathematics
CQF
Capstone Investment Advisors July 2013 - Present
Capstone Investment Advisors August 2008 - June 2013
Parker Global Strategies June 2005 - August 2008
Indigo Moon, Inc. January 2003 - May 2005
Microsoft June 2001 - January 2003
Skills
Bonds, Trading Systems, Risk Management, Quantitative Finance, Options, Equities, ERP, Equity Derivatives, Fixed Income, Hedge Funds, Bloomberg, Derivatives, Volatility, Alternative Investments, Asset Management, Capital Markets, Hedging, Proprietary Trading
Education
CFA Institute 2004 — 2006
CFA, Investment management
Rochester Institute of Technology 2000 — 2001
MS, Computer Science and Applied Mathematics
CQF
Craig Weiland Craig Weiland's Parker Global Strategies Experience September 2014 - Present
Job Senior Vice President, Assistant Portfolio Manager at Parker Global Strategies
Industry Investment Management
Experience
Parker Global Strategies September 2014 - Present
UBS Investment Bank June 2011 - August 2014
UBS Investment Bank June 2006 - May 2011
Alta Capital Management June 2005 - August 2005
Audit Bureau of Circulations 1999 - 2004
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
MBA, Finance
The Ohio State University Fisher College of Business 1995 — 1998
BS, Finance
Parker Global Strategies September 2014 - Present
UBS Investment Bank June 2011 - August 2014
UBS Investment Bank June 2006 - May 2011
Alta Capital Management June 2005 - August 2005
Audit Bureau of Circulations 1999 - 2004
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
MBA, Finance
The Ohio State University Fisher College of Business 1995 — 1998
BS, Finance
Stephen Mlynick Stephen Mlynick's Parker Global Strategies Experience February 2004 - September 2004
Job Commodity Management Analyst at UTC Aerospace Systems
Industry Information Technology and Services
Experience
UTC Aerospace Systems February 2011 - Present
Polar Air Cargo August 2009 - September 2010
Affinion Group January 2005 - February 2009
Parker Global Strategies February 2004 - September 2004
Skills
Microsoft Excel, SharePoint, SAP, Software Documentation, Business Analysis, Visio, SQL, Process Improvement, Project Management, Business Objects, Business Process..., Financial Analysis, Microsoft Word, Research, Business Intelligence..., Performance Reporting, Reporting & Analysis, Financial Reporting
Education
Marist College 1997 — 2001
Bachelors of Science, Information Technology
UTC Aerospace Systems February 2011 - Present
Polar Air Cargo August 2009 - September 2010
Affinion Group January 2005 - February 2009
Parker Global Strategies February 2004 - September 2004
Skills
Microsoft Excel, SharePoint, SAP, Software Documentation, Business Analysis, Visio, SQL, Process Improvement, Project Management, Business Objects, Business Process..., Financial Analysis, Microsoft Word, Research, Business Intelligence..., Performance Reporting, Reporting & Analysis, Financial Reporting
Education
Marist College 1997 — 2001
Bachelors of Science, Information Technology
Mark Edward Smith, MBA's Parker Global Strategies Experience May 2001 - May 2004
Job Experienced Financial Risk and Proj. Management professional.
Industry Financial Services
Experience
GE Capital January 2014 - Present
Fiserv August 2013 - December 2013
Cognizant Technology Solutions June 2011 - April 2013
Tashua Risk Advisors LLC September 2004 - December 2010
Pirate Capital May 2004 - May 2006
Basel Asset Mgt January 2004 - September 2004
Parker Global Strategies May 2001 - May 2004
SAC Capital Advisors April 1996 - September 2000
Chang Crowell Management July 1992 - September 1996
United States Marine Corps October 1983 - October 1987
Skills
Capital Markets, Risk Management, Hedge Funds, Equities, Market Risk, Portfolio Management, Derivatives, Trading, Financial Risk, Credit Risk, Investments, Fixed Income, Securities, FX Options, Banking, Bonds, Credit Derivatives, Commodity, Business Analysis, Operational Risk..., Interest Rate..., Equity Derivatives, Performance Reporting, Analysis, Investment Banking, Asset Managment, Business Process..., Mutual Funds, Dodd-Frank, Commodity Risk..., Financial Institutions, Financial Markets, Financial Regulation, Equity Trading, Quantitative Analytics, Bloomberg, Valuation, Financial Analysis, Middle Office, Private Equity, Credit, Electronic Trading, Swaps, CCAR, Social Media, Social Media Marketing, New Business Development, Business Planning, Asset Management
Education
Sacred Heart University 1998 — 2001
MBA, Finance
California State University-Fresno 1989 — 1991
Bachelor of Science, Finance
GE Capital January 2014 - Present
Fiserv August 2013 - December 2013
Cognizant Technology Solutions June 2011 - April 2013
Tashua Risk Advisors LLC September 2004 - December 2010
Pirate Capital May 2004 - May 2006
Basel Asset Mgt January 2004 - September 2004
Parker Global Strategies May 2001 - May 2004
SAC Capital Advisors April 1996 - September 2000
Chang Crowell Management July 1992 - September 1996
United States Marine Corps October 1983 - October 1987
Skills
Capital Markets, Risk Management, Hedge Funds, Equities, Market Risk, Portfolio Management, Derivatives, Trading, Financial Risk, Credit Risk, Investments, Fixed Income, Securities, FX Options, Banking, Bonds, Credit Derivatives, Commodity, Business Analysis, Operational Risk..., Interest Rate..., Equity Derivatives, Performance Reporting, Analysis, Investment Banking, Asset Managment, Business Process..., Mutual Funds, Dodd-Frank, Commodity Risk..., Financial Institutions, Financial Markets, Financial Regulation, Equity Trading, Quantitative Analytics, Bloomberg, Valuation, Financial Analysis, Middle Office, Private Equity, Credit, Electronic Trading, Swaps, CCAR, Social Media, Social Media Marketing, New Business Development, Business Planning, Asset Management
Education
Sacred Heart University 1998 — 2001
MBA, Finance
California State University-Fresno 1989 — 1991
Bachelor of Science, Finance
Deborah Weir, CFA Deborah Weir, CFA's Parker Global Strategies Experience January 2004 - December 2009
Job Asset Allocation
Industry Financial Services
Experience
New York Institute of Finance 2003 - Present
Wealth Strategies 1986 - Present
Ashton Stewart & Co. March 2010 - January 2013
Parker Global Strategies January 2004 - December 2009
Kenmar 1989 - 1995
Scudder Investments 1978 - 1985
Skills
Portfolio Management, Asset Management, Alternative Investments, Equity Research, Finance, Investments, Securities, Hedge Funds, Commodity, Marketing, ETFs, Equities, Fixed Income, Financial Modeling, Economics, Asset Allocation, Wealth Management..., Risk Management, Financial Services, Private Equity, Investment Strategies, Financial Analysis, Management, Bloomberg, High Net Worth..., Derivatives, Asset Managment, Investment Management, Series 7, Equity Valuation, Strategic Financial..., Mutual Funds, Investment Advisory, Valuation, Financial Markets, Market Research, Options, Chartered Financial..., Corporate Finance, Financial Risk, Due Diligence, Business Strategy, Wealth Management, Capital Markets, Blogging, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
MBA, Finance
Miami University
BS
New York Institute of Finance 2003 - Present
Wealth Strategies 1986 - Present
Ashton Stewart & Co. March 2010 - January 2013
Parker Global Strategies January 2004 - December 2009
Kenmar 1989 - 1995
Scudder Investments 1978 - 1985
Skills
Portfolio Management, Asset Management, Alternative Investments, Equity Research, Finance, Investments, Securities, Hedge Funds, Commodity, Marketing, ETFs, Equities, Fixed Income, Financial Modeling, Economics, Asset Allocation, Wealth Management..., Risk Management, Financial Services, Private Equity, Investment Strategies, Financial Analysis, Management, Bloomberg, High Net Worth..., Derivatives, Asset Managment, Investment Management, Series 7, Equity Valuation, Strategic Financial..., Mutual Funds, Investment Advisory, Valuation, Financial Markets, Market Research, Options, Chartered Financial..., Corporate Finance, Financial Risk, Due Diligence, Business Strategy, Wealth Management, Capital Markets, Blogging, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
MBA, Finance
Miami University
BS
Adam Denhoff Adam Denhoff's Parker Global Strategies Experience April 2005 - September 2005
Job Associate at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Industry Law Practice
Experience
Sloss Eckhouse LawCo March 2013 - October 2013
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2010 - March 2013
OpHedge Investment Services September 2005 - July 2007
Parker Global Strategies April 2005 - September 2005
EMI Music, N.A. September 2003 - December 2004
Skills
Legal Writing, Legal Research, Due Diligence, Bankruptcy, Public Speaking, Advocacy, Entertainment Industry, Contract Negotiation, Entertainment Law, Client Relations Skills
Education
University of Michigan Law School 2007 — 2010
JD, magna cum laude
New York University 2001 — 2005
BA, cum laude, Economics
Sloss Eckhouse LawCo March 2013 - October 2013
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2010 - March 2013
OpHedge Investment Services September 2005 - July 2007
Parker Global Strategies April 2005 - September 2005
EMI Music, N.A. September 2003 - December 2004
Skills
Legal Writing, Legal Research, Due Diligence, Bankruptcy, Public Speaking, Advocacy, Entertainment Industry, Contract Negotiation, Entertainment Law, Client Relations Skills
Education
University of Michigan Law School 2007 — 2010
JD, magna cum laude
New York University 2001 — 2005
BA, cum laude, Economics
Michelle Griffin Schepis's Parker Global Strategies Experience August 2005 - January 2008
Job Portfolio Advisor at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2011 - Present
Morgan Stanley Investment Management August 2009 - January 2011
Morgan Stanley February 2008 - July 2010
Parker Global Strategies August 2005 - January 2008
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Bloomberg, Asset Managment, Portfolio Management, Due Diligence, Investments
Education
Fordham University 2001 — 2005
Morgan Stanley Investment Management January 2011 - Present
Morgan Stanley Investment Management August 2009 - January 2011
Morgan Stanley February 2008 - July 2010
Parker Global Strategies August 2005 - January 2008
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Bloomberg, Asset Managment, Portfolio Management, Due Diligence, Investments
Education
Fordham University 2001 — 2005
Lisa Plateroti's Parker Global Strategies Experience 2000 - 2003
Job Managing Director, Commercial Leader, Sales Relationship Manager at GE Capital
Industry Financial Services
Experience
GE Capital October 2009 - Present
GE Capital 2005 - September 2009
GE Capital 2003 - 2005
Parker Global Strategies 2000 - 2003
UBS 1997 - 2000
GE Capital Corporate Treasury 1996 - 1997
Axilrod Advisors 1995 - 1995
Axilrod Advisors, LLC 1993 - 1994
RBS Greenwich Capital 1991 - 1993
Arthur Andersen 1988 - 1991
Skills
Asset Based Lending, Account Management, Operations Management, Capital Markets, Financial Analysis, Corporate Finance, Financial Services, Hedge Funds, Business Strategy, New Business Development, Marketing, Finance, Operational Risk..., Sales, Building Relationships, Business Planning, Process Improvement, Innovation, Change Management, Executive Management, Strategic Financial..., Due Diligence, Start-ups, Leadership, Portfolio Management, Strategy, Asset Management, Investment Banking, Financial Risk, Financial Modeling, Risk Management, Mergers & Acquisitions, Structured Finance, Credit, Financial Structuring, Leveraged Finance, Private Equity, Commercial Lending, Financial Planning, Management, Banking, Sales Process, Cross-functional Team...
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Magna Cum Laude
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA) & Masters of Business Administration (MBA), Accounting and Finance, Magna Cum Laude
GE Capital October 2009 - Present
GE Capital 2005 - September 2009
GE Capital 2003 - 2005
Parker Global Strategies 2000 - 2003
UBS 1997 - 2000
GE Capital Corporate Treasury 1996 - 1997
Axilrod Advisors 1995 - 1995
Axilrod Advisors, LLC 1993 - 1994
RBS Greenwich Capital 1991 - 1993
Arthur Andersen 1988 - 1991
Skills
Asset Based Lending, Account Management, Operations Management, Capital Markets, Financial Analysis, Corporate Finance, Financial Services, Hedge Funds, Business Strategy, New Business Development, Marketing, Finance, Operational Risk..., Sales, Building Relationships, Business Planning, Process Improvement, Innovation, Change Management, Executive Management, Strategic Financial..., Due Diligence, Start-ups, Leadership, Portfolio Management, Strategy, Asset Management, Investment Banking, Financial Risk, Financial Modeling, Risk Management, Mergers & Acquisitions, Structured Finance, Credit, Financial Structuring, Leveraged Finance, Private Equity, Commercial Lending, Financial Planning, Management, Banking, Sales Process, Cross-functional Team...
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Magna Cum Laude
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA) & Masters of Business Administration (MBA), Accounting and Finance, Magna Cum Laude
Brant Behr, CFA, CAIA's Parker Global Strategies Experience June 2001 - January 2003
Job Director at Concord Management, LLC
Industry Financial Services
Experience
Concord Management, LLC February 2003 - Present
Parker Global Strategies June 2001 - January 2003
Kenmar March 2000 - May 2001
RogersCasey June 1997 - February 2000
Education
Bowdoin College 1993 — 1997
BA, Economics
Deerfield Academy 1990 — 1993
Concord Management, LLC February 2003 - Present
Parker Global Strategies June 2001 - January 2003
Kenmar March 2000 - May 2001
RogersCasey June 1997 - February 2000
Education
Bowdoin College 1993 — 1997
BA, Economics
Deerfield Academy 1990 — 1993
Jennell Panella's Parker Global Strategies Experience August 2009 - May 2012
Job CPA, Fund Controller at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company June 2012 - Present
Parker Global Strategies August 2009 - May 2012
Janus Capital Group March 2003 - December 2008
PricewaterhouseCoopers October 1999 - February 2003
OppenheimerFunds June 1997 - September 1999
BISYS Fund Services June 1996 - May 1997
Education
Ohio University 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Pre-Business Law
ALPS, A DST Company June 2012 - Present
Parker Global Strategies August 2009 - May 2012
Janus Capital Group March 2003 - December 2008
PricewaterhouseCoopers October 1999 - February 2003
OppenheimerFunds June 1997 - September 1999
BISYS Fund Services June 1996 - May 1997
Education
Ohio University 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Pre-Business Law
William Gioielli's Parker Global Strategies Experience 2005 - 2005
Job Delshah Capital
Industry Real Estate
Experience
Delshah Capital January 2012 - Present
Hawkeye Capital May 2009 - August 2011
Barclays Capital September 2006 - May 2009
Lehman Brothers September 2006 - September 2008
IdeaPaint February 2003 - February 2005
Parker Global Strategies 2005 - 2005
Skills
VBA, Bloomberg, Microsoft Office, Factset, ARGUS Real Estate..., Portfolio Management, Financial Modeling, Hedge Funds, Fixed Income, Valuation, Investments, Due Diligence, Trading, Risk Management, Analysis, Economics, Securities, Bonds, Equities
Education
New York University 2011 — 2014
Masters in Real Estate, Finance & Investments
Babson College 2002 — 2006
BS, Finance / Economics
The London School of Economics and Political Science (LSE) 2005 — 2005
Study Abroad
Delshah Capital January 2012 - Present
Hawkeye Capital May 2009 - August 2011
Barclays Capital September 2006 - May 2009
Lehman Brothers September 2006 - September 2008
IdeaPaint February 2003 - February 2005
Parker Global Strategies 2005 - 2005
Skills
VBA, Bloomberg, Microsoft Office, Factset, ARGUS Real Estate..., Portfolio Management, Financial Modeling, Hedge Funds, Fixed Income, Valuation, Investments, Due Diligence, Trading, Risk Management, Analysis, Economics, Securities, Bonds, Equities
Education
New York University 2011 — 2014
Masters in Real Estate, Finance & Investments
Babson College 2002 — 2006
BS, Finance / Economics
The London School of Economics and Political Science (LSE) 2005 — 2005
Study Abroad
Deanne Biddle's Parker Global Strategies Experience December 2007 - September 2014
Job Accounting Administrative Assistant at SKYDEX Technologies, Inc.
Industry Financial Services
Experience
SKYDEX Technologies, Inc. October 2014 - Present
Parker Global Strategies December 2007 - September 2014
HEI Hotels & Resorts November 2006 - May 2007
I.B.N. Protection Products 2001 - 2006
Delta Consulting Group 1985 - 1996
Skills
Fixed Income, Investments, Equities, Asset Management, Bloomberg, Alternative Investments, Portfolio Management, Office Management, Social Media, Microsoft Office, Financial Analysis, Derivatives, Marketing, Research, Hedge Funds, Fund Of Funds, Passion for software:..., PowerPoint, Sales, Customer Service, Microsoft Excel, Human Resources, Management, Leadership, Payroll
Education
New York University
Associate's degree, Business Administration and Management, General, CUM GPA 3.8
SKYDEX Technologies, Inc. October 2014 - Present
Parker Global Strategies December 2007 - September 2014
HEI Hotels & Resorts November 2006 - May 2007
I.B.N. Protection Products 2001 - 2006
Delta Consulting Group 1985 - 1996
Skills
Fixed Income, Investments, Equities, Asset Management, Bloomberg, Alternative Investments, Portfolio Management, Office Management, Social Media, Microsoft Office, Financial Analysis, Derivatives, Marketing, Research, Hedge Funds, Fund Of Funds, Passion for software:..., PowerPoint, Sales, Customer Service, Microsoft Excel, Human Resources, Management, Leadership, Payroll
Education
New York University
Associate's degree, Business Administration and Management, General, CUM GPA 3.8
Srdjan Teslic's Parker Global Strategies Experience July 2006 - August 2006
Job Senior Analyst at SEI Investments
Industry Investment Banking
Experience
SEI 2009 - Present
BNP Paribas August 2006 - January 2009
Parker Global Strategies July 2006 - August 2006
Ferro Capital April 2002 - April 2006
JPMorgan Chase Alternative Asset Management July 1999 - March 2002
Societe Generale Alternative Investments March 1998 - July 1999
Skills
Hedge Funds, Portfolio Management, Asset Allocation, Due Diligence, Investment Strategies, Financial Risk, Equities, Derivatives, Fund Of Funds, Alternative Investments, Asset Managment, Trading, Investments, Asset Management
Education
University of Pennsylvania 1991 — 1997
PhD, Materials Science
Univerzitet u Novom Sadu
MS, Physics
SEI 2009 - Present
BNP Paribas August 2006 - January 2009
Parker Global Strategies July 2006 - August 2006
Ferro Capital April 2002 - April 2006
JPMorgan Chase Alternative Asset Management July 1999 - March 2002
Societe Generale Alternative Investments March 1998 - July 1999
Skills
Hedge Funds, Portfolio Management, Asset Allocation, Due Diligence, Investment Strategies, Financial Risk, Equities, Derivatives, Fund Of Funds, Alternative Investments, Asset Managment, Trading, Investments, Asset Management
Education
University of Pennsylvania 1991 — 1997
PhD, Materials Science
Univerzitet u Novom Sadu
MS, Physics
Teryn Williams's Parker Global Strategies Experience March 2009 - December 2014
Job at Macquarie
Industry Financial Services
Experience
Macquarie Group December 2014 - Present
Parker Global Strategies March 2009 - December 2014
Staples June 2007 - September 2007
French American Chamber of Commerce Los Angeles September 2006 - December 2006
Irvine Company June 2005 - August 2005
Skills
Alternative Investments, Hedge Funds, Bloomberg, Due Diligence, Research, Energy, Financial Analysis, Fund Of Funds, Financial Modeling, Financial Reporting, Investments, Microsoft SQL Server, Databases, Document Drafting, Document Review, Offerings, Interviewing Skills
Education
Dartmouth College 2004 — 2008
Bachelor of Arts (B.A.)
Trabuco Hills High School 2000 — 2004
Macquarie Group December 2014 - Present
Parker Global Strategies March 2009 - December 2014
Staples June 2007 - September 2007
French American Chamber of Commerce Los Angeles September 2006 - December 2006
Irvine Company June 2005 - August 2005
Skills
Alternative Investments, Hedge Funds, Bloomberg, Due Diligence, Research, Energy, Financial Analysis, Fund Of Funds, Financial Modeling, Financial Reporting, Investments, Microsoft SQL Server, Databases, Document Drafting, Document Review, Offerings, Interviewing Skills
Education
Dartmouth College 2004 — 2008
Bachelor of Arts (B.A.)
Trabuco Hills High School 2000 — 2004
Nicole Pate's Parker Global Strategies Experience January 1996 - September 1998
Job Controller at Alexandria Capital
Industry Investment Management
Experience
Alexandria Capital April 2015 - Present
TBP Advisors Ltd October 1998 - March 2015
Parker Global Strategies January 1996 - September 1998
RXR 1986 - 1995
Prudential Bache 1985 - 1986
Merrill Lynch Futures 1983 - 1985
Skills
Financial Analysis, Asset Managment, Hedge Funds, Equities, Investments, Alternative Investments, Partnership Accounting, Compliance, Financial Reporting, Strategic Financial..., Risk Management, Due Diligence, Mergers, Portfolio Management, Valuation, Private Equity, Internal Controls, Derivatives, Auditing, General Ledger, Accounting, Financial Accounting, GAAP, Finance, Investor Relations, Account Reconciliation, Sarbanes-Oxley Act, Financial Services, Asset Management, Mergers & Acquisitions, Analysis, Cash Flow, Forecasting, Securities, Fund Accounting, SEC filings, Cost Accounting, Fixed Income, Investment Management, Financial Risk, Mutual Funds, Treasury Management, Cash Management, Bloomberg, Commodity, Corporate Finance, Financial Modeling, Bonds, Investment Strategies, Options
Education
Pace University 1988 — 1994
Accounting
University of Connecticut 1986 — 1988
Accounting
University of Bridgeport 1981 — 1983
MS, Psychology
West Liberty State College 1978 — 1981
B.S., Social Work
Alexandria Capital April 2015 - Present
TBP Advisors Ltd October 1998 - March 2015
Parker Global Strategies January 1996 - September 1998
RXR 1986 - 1995
Prudential Bache 1985 - 1986
Merrill Lynch Futures 1983 - 1985
Skills
Financial Analysis, Asset Managment, Hedge Funds, Equities, Investments, Alternative Investments, Partnership Accounting, Compliance, Financial Reporting, Strategic Financial..., Risk Management, Due Diligence, Mergers, Portfolio Management, Valuation, Private Equity, Internal Controls, Derivatives, Auditing, General Ledger, Accounting, Financial Accounting, GAAP, Finance, Investor Relations, Account Reconciliation, Sarbanes-Oxley Act, Financial Services, Asset Management, Mergers & Acquisitions, Analysis, Cash Flow, Forecasting, Securities, Fund Accounting, SEC filings, Cost Accounting, Fixed Income, Investment Management, Financial Risk, Mutual Funds, Treasury Management, Cash Management, Bloomberg, Commodity, Corporate Finance, Financial Modeling, Bonds, Investment Strategies, Options
Education
Pace University 1988 — 1994
Accounting
University of Connecticut 1986 — 1988
Accounting
University of Bridgeport 1981 — 1983
MS, Psychology
West Liberty State College 1978 — 1981
B.S., Social Work
Christopher Carnesale's Parker Global Strategies Experience June 1997 - December 2004
Job Controller/Operations Manager/Fund Accounting
Industry Financial Services
Experience
Rosebrook Capital Partners LLC April 2011 - September 2012
State Street January 2011 - March 2011
Manalapan Oracle Advisers November 2009 - December 2010
Kenmar Investment Management January 2004 - May 2009
Parker Global Strategies June 1997 - December 2004
RXR Capital Management March 1989 - June 1997
The Millburn Corporation April 1984 - March 1989
Dean Witter Reynolds February 1983 - April 1984
Skills
Alternative Investments, Equities, Fund Of Funds, Hedge Funds, Asset Managment, Managed Futures, Series 3, Fund Accounting, Separately Managed..., Valuations, Special Purpose Vehicles, Commodity, Investments, FINRA, Auditing, Mutual Funds, Asset Allocation, Series 7, Investor Relations, Trading, Due Diligence, Finance, Banking, Investment Strategies, Options, Fixed Income, Investment Management, Financial Risk, Valuation, Portfolio Management, Bloomberg, Internal Controls, Securities, Derivatives, Risk Management, Financial Services, Accounting
Education
State University of New York College at Cortland 1978 — 1983
BA, Finance
Rosebrook Capital Partners LLC April 2011 - September 2012
State Street January 2011 - March 2011
Manalapan Oracle Advisers November 2009 - December 2010
Kenmar Investment Management January 2004 - May 2009
Parker Global Strategies June 1997 - December 2004
RXR Capital Management March 1989 - June 1997
The Millburn Corporation April 1984 - March 1989
Dean Witter Reynolds February 1983 - April 1984
Skills
Alternative Investments, Equities, Fund Of Funds, Hedge Funds, Asset Managment, Managed Futures, Series 3, Fund Accounting, Separately Managed..., Valuations, Special Purpose Vehicles, Commodity, Investments, FINRA, Auditing, Mutual Funds, Asset Allocation, Series 7, Investor Relations, Trading, Due Diligence, Finance, Banking, Investment Strategies, Options, Fixed Income, Investment Management, Financial Risk, Valuation, Portfolio Management, Bloomberg, Internal Controls, Securities, Derivatives, Risk Management, Financial Services, Accounting
Education
State University of New York College at Cortland 1978 — 1983
BA, Finance
Duncan Kirby's Parker Global Strategies Experience December 2012 - June 2013
Job Associate Oil & Gas Investment Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Parker Global Strategies December 2012 - June 2013
Parker Global Strategies December 2011 - December 2012
Parker Global Strategies September 2010 - December 2011
Dale Resources, L.L.C. August 2009 - May 2010
Skills
Alternative Investments, Bloomberg, PowerPoint, Microsoft Excel, Hedge Funds, Financial Analysis, Corporate Finance, PerTrac, Strategy, Capital Markets, Investments, Investment Banking, Valuation, Equities
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Duke University 2005 — 2009
B.A., History, Economics, Markets and Management Studies
St. Andrew's School 2002 — 2005
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Parker Global Strategies December 2012 - June 2013
Parker Global Strategies December 2011 - December 2012
Parker Global Strategies September 2010 - December 2011
Dale Resources, L.L.C. August 2009 - May 2010
Skills
Alternative Investments, Bloomberg, PowerPoint, Microsoft Excel, Hedge Funds, Financial Analysis, Corporate Finance, PerTrac, Strategy, Capital Markets, Investments, Investment Banking, Valuation, Equities
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Duke University 2005 — 2009
B.A., History, Economics, Markets and Management Studies
St. Andrew's School 2002 — 2005
Constance Doyle's Parker Global Strategies Experience March 2001 - March 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
SOPORCEL NA August 2004 - February 2010
Titan Advisors April 2002 - October 2003
Parker Global Strategies March 2001 - March 2002
JH Whitney 2000 - 2001
GE Investments Management Corporation 1994 - 1998
Education
Pace University-Pleasantville/Briarcliff Campus 1976 — 1977
mba, marketing/finance
Trinity College-Hartford 1970 — 1974
ba, art history studio art
SOPORCEL NA August 2004 - February 2010
Titan Advisors April 2002 - October 2003
Parker Global Strategies March 2001 - March 2002
JH Whitney 2000 - 2001
GE Investments Management Corporation 1994 - 1998
Education
Pace University-Pleasantville/Briarcliff Campus 1976 — 1977
mba, marketing/finance
Trinity College-Hartford 1970 — 1974
ba, art history studio art
Christine Callaghan's Parker Global Strategies Experience August 2008 - Present
Job Senior Operations Analyst at Parker Global Strategies
Industry Investment Management
Experience
Parker Global Strategies August 2008 - Present
Skills
Financial Analysis, Microsoft Excel, Financial Reporting
Education
North Carolina State University 2004 — 2008
BS, Business Management - Finance Concentration
Parker Global Strategies August 2008 - Present
Skills
Financial Analysis, Microsoft Excel, Financial Reporting
Education
North Carolina State University 2004 — 2008
BS, Business Management - Finance Concentration
Rick Babich, CFA's Parker Global Strategies Experience April 2008 - October 2012
Job Head of Manager Research
Industry Investment Management
Experience
Prudential Investments, LLC November 2012 - Present
Parker Global Strategies April 2008 - October 2012
Commerzbank May 2004 - March 2008
Morgan Stanley March 2000 - April 2004
JP Morgan & Co. July 1996 - March 2000
Caxton Associates October 1994 - July 1996
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Portfolio Management, Valuation, Fixed Income, Equities, Bloomberg, Asset Managment, Derivatives, Asset Allocation
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance
Rutgers University-New Brunswick 1989 — 1994
BS, Environmental and Business Economics
Prudential Investments, LLC November 2012 - Present
Parker Global Strategies April 2008 - October 2012
Commerzbank May 2004 - March 2008
Morgan Stanley March 2000 - April 2004
JP Morgan & Co. July 1996 - March 2000
Caxton Associates October 1994 - July 1996
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Portfolio Management, Valuation, Fixed Income, Equities, Bloomberg, Asset Managment, Derivatives, Asset Allocation
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance
Rutgers University-New Brunswick 1989 — 1994
BS, Environmental and Business Economics
Charles Perkins's Parker Global Strategies Experience June 2009 - August 2009
Job Analyst at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates July 2012 - Present
MKP Capital June 2010 - August 2010
Parker Global Strategies June 2009 - August 2009
Education
University of Richmond - Robins School of Business 2008 — 2012
Cambridge Associates July 2012 - Present
MKP Capital June 2010 - August 2010
Parker Global Strategies June 2009 - August 2009
Education
University of Richmond - Robins School of Business 2008 — 2012
Parker Philp's Parker Global Strategies Experience October 2006 - December 2013
Job Director at Prudential Financial
Industry Investment Management
Experience
Prudential Financial November 2014 - Present
Prudential Financial January 2014 - Present
Parker Global Strategies October 2006 - December 2013
Education
Lehigh University
Prudential Financial November 2014 - Present
Prudential Financial January 2014 - Present
Parker Global Strategies October 2006 - December 2013
Education
Lehigh University
Tom Murray's Parker Global Strategies Experience July 2001 - August 2004
Job Managing Director, Business Development at Visium Asset Management
Industry Investment Management
Experience
Visium Asset Management September 2015 - Present
Arden Asset Management June 2011 - August 2015
EIM USA Inc. September 2004 - June 2011
Parker Global Strategies July 2001 - August 2004
Citigroup - Alternative Investment Strategies Group March 1998 - June 2001
Education
Manhattan College
Bachelor of Science (BS)
Visium Asset Management September 2015 - Present
Arden Asset Management June 2011 - August 2015
EIM USA Inc. September 2004 - June 2011
Parker Global Strategies July 2001 - August 2004
Citigroup - Alternative Investment Strategies Group March 1998 - June 2001
Education
Manhattan College
Bachelor of Science (BS)