P&L Consulting Group
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P&L Consulting Group Employees
Riveron Consulting February 2014 - Present
EY March 2013 - February 2014
P&L Consulting Group June 2012 - March 2013
HomeTeam Pest Defense December 2010 - June 2012
Rolland Safe Company 2010 - 2010
Rolland Safe Company 2008 - 2010
Skills
Financial Analysis, Accounting, Process Improvement, Private Equity, Financial Modeling, Project Management, System Implementations, Financial Systems, Mergers & Acquisitions
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA
University of Texas at Dallas - Naveen Jindal School of Management 2005 — 2008
Bachelor of Science, Accounting and Information Management
EY March 2013 - October 2014
P&L Consulting Group September 2012 - March 2013
Golub Capital March 2011 - March 2012
Mindspark Interactive Network, Inc. January 2010 - March 2011
Oak Hill Capital February 1998 - February 2009
RR Donnelley 2009 - 2009
Primedia (NYC headquarters) 1996 - 1998
Great Performances 1991 - 1998
Big Apple Circus 1989 - 1992
Skills
Private Equity, Business Analysis, Software Implementation, Database Administration, Crystal Reports, Query Writing, Data Migration, Training, Research, Special Event, Investor Relations, CRM, Process Improvement, Strategy, Management Consulting, Analysis, Business Process, Business Process...
Education
Adelphi University 1985 — 1988
Bachelor of Arts (BA), Communications
Syosset HS
Ernst & Young March 2013 - Present
P&L Consulting Group July 2006 - March 2013
JPMorgan Partners 1999 - 2006
Accenture 1998 - 2006
Evercore Partners 2005 - 2005
Skills
Private Equity, Business Analysis, Asset Management, Portfolio Management, Accounting
Education
University of Maryland College Park 1995 — 1998
MS, Mathematics & Education
Spelman College 1988 — 1992
BA, Mathematics
P&L Consulting Group October 2006 - Present
Accenture September 2004 - October 2006
McKinsey & Company May 2003 - January 2004
Lehman Brothers May 2002 - August 2002
Skills
Business Anal, Private Equity, Accounting, Management Consulting, Project Management, Portfolio Management, Financial Analysis, Alternative Investments, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Valuation, Investment Banking, Management, Asset Management, Business Analysis, Consulting, Equities
Education
Columbia University in the City of New York 2000 — 2004
Bachelor of Science (B.S.), Engineering Management Systems
Panning Capital Management October 2013 - Present
SecondMarket, Inc. November 2009 - May 2013
P&L Consulting Group June 2009 - November 2009
Wachovia June 2008 - August 2008
JonesTrading June 2007 - August 2007
Skills
Hedge Funds, Alternative Investments, Private Equity, Capital Markets, Investment Banking, Financial Analysis, Equities, Emerging Markets, Securities, Venture Capital, Options, Trading, Microsoft Excel, Microsoft Word, PowerPoint, Access, Macroeconomics, Corporate Finance, Financial Modeling, Microsoft Office, Foreign Exchange, Investments, Finance, Fixed Income
Education
Emory University - Goizueta Business School 2005 — 2008
BBA, Accounting and Finance
Staten Island Academy 2001 — 2005
Mercer August 2013 - Present
80/20 Intelligence June 2010 - Present
P&L Consulting Group January 2010 - June 2010
Booz Allen Hamilton 2007 - 2009
Seton Hall University September 2006 - May 2007
Cordell Hull Institute June 2006 - August 2006
Skills
Stakeholder Analysis, Process Mapping, Process Improvement, Requirements Analysis, Business Analysis, ITIL, Business Intelligence, Visio, SharePoint, Microsoft SQL Server, Analysis, Business Process Mapping, Data Analysis, Training, Microsoft Excel, Strategy, CRM, Microsoft CRM, InfoPath, Leadership, SharePoint Designer, Business Process, Databases, Software Documentation, VBA, Microsoft Office, Project Management, Business Process..., Consulting, Social Media, CSS, JavaScript
Education
New York University - Leonard N. Stern School of Business 2015 — 2015
Certificate of Completion, Data Analysis and Decision Making: Executive Education, Complete
Seton Hall University 2005 — 2007
Bachelor’s Degree, Economics
Middlesex County College 2000 — 2006
Associate’s Degree, Political Science
CPP Investment Board April 2011 - Present
Citco Fund Services April 2010 - April 2011
P&L Consulting Group February 2007 - April 2010
Bear Stearns May 2005 - February 2007
Hawkins Delafield & Wood LLP December 2002 - May 2005
Education
New York University 2004 — 2006
MA, Industrial/Organizational Psych.
University of Toronto 1997 — 2002
BASc, Engineering Science
Ernst & Young March 2013 - Present
Intercollegiate Taiwanese American Students Association (ITASA) July 2009 - Present
P&L Consulting Group November 2009 - March 2013
MetLife June 2008 - August 2008
Miller Investment Management March 2008 - May 2008
MetLIfe May 2007 - September 2007
Skills
Quantitative Analytics, Microsoft Excel, Mandarin, VBA, Business Analysis, Private Equity, Investran, French, Taiwanese, Fund Administration, Trust Administration, Crystal Reports, Microsoft Visio, Asset Management
Education
Bryn Mawr College 2005 — 2009
Artium Baccalaureatus
UCL 2007 — 2007
National Taiwan University 2006 — 2006
BRHS
JPMorgan Chase January 2014 - Present
CoreOne Technologies - VistaOne Solutions (formerly Netik) March 2012 - January 2014
Citco July 2009 - January 2012
P&L Consulting Group March 2009 - July 2009
Goldman Sachs May 2007 - January 2009
Citco Fund Services July 2004 - May 2007
SmartStream Technologies March 2003 - July 2004
Advent Software (formerly Kinexus) October 1999 - January 2003
The Chase Manhattan Bank March 1996 - October 1999
Skills
Hedge Funds, Project Planning, Product Management, Investor Relations, Private Equity, Fund Administration, Prime Brokerage, Web Project Management, Business Analysis, Change Management, Wealth Management, Process Improvement, Vendor Relations, Team Management, Team Building, Business Process
Education
Hofstra University
MBA, Finance
University of Maryland College Park
Ernst & Young April 2013 - Present
P&L Consulting Group June 2011 - April 2013
JPMorgan Private Equity Fund Services March 2009 - June 2011
Performance Equity Management,LLC June 2005 - March 2009
General Motors Asset Management 2001 - 2004
Deutche Bank 1997 - 2001
Skills
Private Equity, Fund Of Funds, Alternative Investments, Financial Analysis, Asset Management, Consulting, Investment Advisory, Investor Relations, Fundraising, Operations Management, Talent Management, Talent Acquisition, Talent Pipelining, Asset Managment, Business Analysis, Financial Services, Valuation, Hedge Funds, Due Diligence, Banking, Finance
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
New York Law School
JD, Law
State University of New York at Oneonta
Bachelor's Degree, Business Economics/Accounting
Irvington High School
CFRA Research September 2014 - Present
FactSet May 2014 - September 2014
The Clearing House August 2010 - 2014
P&L Consulting Group 2009 - 2010
LECG 2006 - 2009
LECG 2005 - 2006
Skills
Due Diligence, Business Intelligence, Risk Management, Business Valuation, Management Consulting, Mergers & Acquisitions, Private Equity, Analytics, Financial Reporting, Microsoft Excel, Data Mining, Analysis, Derivatives, Business Process..., Financial Modeling, Investment Banking, Business Analysis, Financial Analysis, Securities, Enterprise Risk..., Portfolio Management, Change Management, Valuation, Requirements Analysis, Fixed Income, Equities, Financial Risk, Strategic Planning, Asset Managment, Mergers, Litigation Support, Business Process..., Data Analysis, Statistics, Project Management, Process Improvement, Corporate Finance, Financial Services, Finance, Fraud, Program Management, Capital Markets, Business Strategy, Economics
Education
Fordham University 2000 — 2004
Fashion Institute of Technology
S7 Fund Ops 2013 - Present
P&L Consulting Group 2009 - 2013
Education
Emory University
BA, Economics, Mathematics