Portfolio Evaluations, Inc.
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Portfolio Evaluations, Inc. Employees
Employee
Years
Job
Industry
Martin Henderek Martin Henderek's Portfolio Evaluations, Inc. Experience March 2012 - June 2013
Job Financial Analyst at FinPro, Inc.
Industry Financial Services
Experience
FinPro, Inc. March 2015 - Present
KPMG US August 2014 - March 2015
Lehigh University January 2014 - May 2014
Lehigh University August 2012 - May 2014
KPMG US June 2013 - August 2013
Portfolio Evaluations, Inc. March 2012 - June 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, Access, Webinars, Salesforce.com, Facebook, Social Media, Windows, AutoCAD, Visio, Adobe Acrobat, Budgets, External Audit, FASB Codification, Eaudit, KAM, Bloomberg Terminal, Google Docs, Management, Leases, Pensions, Governmental Accounting, Communication, Public Speaking, Small Group..., Leadership, Research, Data Analysis, Microsoft Office, Accounting, Financial Analysis
Education
Lehigh University 2011 — 2014
Major: Accounting Minor: Philosophy, Cum Laude
FinPro, Inc. March 2015 - Present
KPMG US August 2014 - March 2015
Lehigh University January 2014 - May 2014
Lehigh University August 2012 - May 2014
KPMG US June 2013 - August 2013
Portfolio Evaluations, Inc. March 2012 - June 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, Access, Webinars, Salesforce.com, Facebook, Social Media, Windows, AutoCAD, Visio, Adobe Acrobat, Budgets, External Audit, FASB Codification, Eaudit, KAM, Bloomberg Terminal, Google Docs, Management, Leases, Pensions, Governmental Accounting, Communication, Public Speaking, Small Group..., Leadership, Research, Data Analysis, Microsoft Office, Accounting, Financial Analysis
Education
Lehigh University 2011 — 2014
Major: Accounting Minor: Philosophy, Cum Laude
Fana Horenbein Fana Horenbein's Portfolio Evaluations, Inc. Experience July 2007 - Present
Job Controller; Director, Human Resources at Portfolio Evaluations, Inc.
Industry Investment Management
Experience
Portfolio Evaluations, Inc. July 2007 - Present
Portfolio Evaluations, Inc. July 2007 - Present
Fenton Construction Co., Inc. March 1989 - July 2007
Skills
Mutual Funds, 401k, Financial Analysis, Defined Benefit, ERISA, Microsoft Excel, QuickBooks, Microsoft Office, Human Resources, Accounting, Training, Payroll, Budgets, Management, Finance, Insurance, Account Reconciliation, Internal Audit
Education
The University of Connecticut 1980 — 1984
BS, Accounting/Health Systems Engineering
Cheshire High School 1976 — 1980
Portfolio Evaluations, Inc. July 2007 - Present
Portfolio Evaluations, Inc. July 2007 - Present
Fenton Construction Co., Inc. March 1989 - July 2007
Skills
Mutual Funds, 401k, Financial Analysis, Defined Benefit, ERISA, Microsoft Excel, QuickBooks, Microsoft Office, Human Resources, Accounting, Training, Payroll, Budgets, Management, Finance, Insurance, Account Reconciliation, Internal Audit
Education
The University of Connecticut 1980 — 1984
BS, Accounting/Health Systems Engineering
Cheshire High School 1976 — 1980
Ryan Grum Ryan Grum's Portfolio Evaluations, Inc. Experience May 2012 - August 2012
Job Integrated Supply Chain Contractor working at Mondelēz International
Industry
Experience
Mondelēz International April 2015 - Present
Mondelēz International May 2014 - August 2014
AT&T June 2013 - August 2013
Portfolio Evaluations, Inc. May 2012 - August 2012
Skills
Microsoft Excel, Data Analysis, Cost Benefit Analysis, Regression Analysis, SAP, Trend Analysis, Nielsen Data, Microsoft Access, SQL, Microsoft Office, Microsoft Word, Asset Allocation, SPSS, VBA, SharePoint
Education
The College of New Jersey 2011 — 2014
Bachelor's degree, Finance Major, Marketing Minor, Cumulative GPA: 3.93
Governor Livingston High School 2007 — 2011
Mondelēz International April 2015 - Present
Mondelēz International May 2014 - August 2014
AT&T June 2013 - August 2013
Portfolio Evaluations, Inc. May 2012 - August 2012
Skills
Microsoft Excel, Data Analysis, Cost Benefit Analysis, Regression Analysis, SAP, Trend Analysis, Nielsen Data, Microsoft Access, SQL, Microsoft Office, Microsoft Word, Asset Allocation, SPSS, VBA, SharePoint
Education
The College of New Jersey 2011 — 2014
Bachelor's degree, Finance Major, Marketing Minor, Cumulative GPA: 3.93
Governor Livingston High School 2007 — 2011
Jeffrey Hoberman's Portfolio Evaluations, Inc. Experience January 2012 - May 2013
Job State and Local Tax Practice, MBA, MAC
Industry Accounting
Experience
PwC July 2014 - Present
Portfolio Evaluations, Inc. January 2012 - May 2013
Portfolio Evaluations, Inc. July 2008 - January 2012
IBIS Associates July 2006 - June 2008
The Corporate Executive Board June 2005 - July 2006
Skills
SALT, Auditing, Tax, Management Consulting, Management, Competitive Intelligence, New Business Development, Project Management, Team Leadership, Marketing, Strategic Consulting, 401k, Defined Benefit, Mutual Funds, Qualified Retirement..., Retirement Benefits, Retirement Plan..., Defined Contribution, Business Analysis
Education
University of North Carolina Chapel Hill - Kenan-Flagler Business School 2013 — 2014
Masters of Accounting (MAC), Taxation
Rutgers Graduate Business School 2008 — 2011
MBA, Management, Global Business & Marketing
The George Washington University 2001 — 2005
BA, Political Science
PwC July 2014 - Present
Portfolio Evaluations, Inc. January 2012 - May 2013
Portfolio Evaluations, Inc. July 2008 - January 2012
IBIS Associates July 2006 - June 2008
The Corporate Executive Board June 2005 - July 2006
Skills
SALT, Auditing, Tax, Management Consulting, Management, Competitive Intelligence, New Business Development, Project Management, Team Leadership, Marketing, Strategic Consulting, 401k, Defined Benefit, Mutual Funds, Qualified Retirement..., Retirement Benefits, Retirement Plan..., Defined Contribution, Business Analysis
Education
University of North Carolina Chapel Hill - Kenan-Flagler Business School 2013 — 2014
Masters of Accounting (MAC), Taxation
Rutgers Graduate Business School 2008 — 2011
MBA, Management, Global Business & Marketing
The George Washington University 2001 — 2005
BA, Political Science
John Menke John Menke's Portfolio Evaluations, Inc. Experience December 2010 - August 2013
Job Senior Associate at Nasdaq
Industry Financial Services
Experience
NASDAQ September 2014 - Present
State Street Global Advisors June 2014 - September 2014
State Street Associates March 2014 - June 2014
Portfolio Evaluations, Inc. December 2010 - August 2013
Bloomberg L.P. (via Ajilon) July 2009 - July 2010
Lynx Capital Partners July 2007 - July 2009
Skills
Investments, Mutual Funds, Equities, Asset Allocation, Valuation, Options, Finance, Trading, Equity Research, Bloomberg, Financial Modeling, VBA, SQL, Stata, Matlab, Defined Benefit, Defined Contribution
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2014
Master's Degree, Finance, 3.67
Villanova University 2003 — 2007
Bachelor's Degree, Business Administration and Management, General, 3.12
NASDAQ September 2014 - Present
State Street Global Advisors June 2014 - September 2014
State Street Associates March 2014 - June 2014
Portfolio Evaluations, Inc. December 2010 - August 2013
Bloomberg L.P. (via Ajilon) July 2009 - July 2010
Lynx Capital Partners July 2007 - July 2009
Skills
Investments, Mutual Funds, Equities, Asset Allocation, Valuation, Options, Finance, Trading, Equity Research, Bloomberg, Financial Modeling, VBA, SQL, Stata, Matlab, Defined Benefit, Defined Contribution
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2014
Master's Degree, Finance, 3.67
Villanova University 2003 — 2007
Bachelor's Degree, Business Administration and Management, General, 3.12
Greg McCarthy, CFA Greg McCarthy, CFA's Portfolio Evaluations, Inc. Experience September 1994 - Present
Job Principal & Director, Consulting Group at Portfolio Evaluations, Inc.
Industry Financial Services
Experience
Portfolio Evaluations, Inc. September 1994 - Present
Skills
Investments, 401k, Pensions, 403 b, Due Diligence, Mutual Funds, Employee Benefits, Retirement, Retirement Planning, Hedge Funds, Asset Allocation, Asset Management, Fixed Income, ERISA, Leadership, Financial Advisory
Education
College of the Holy Cross
BA, Mathematics and Economics
Delbarton School
Rutgers - Graduate School of Management
MBA, Finance
Portfolio Evaluations, Inc. September 1994 - Present
Skills
Investments, 401k, Pensions, 403 b, Due Diligence, Mutual Funds, Employee Benefits, Retirement, Retirement Planning, Hedge Funds, Asset Allocation, Asset Management, Fixed Income, ERISA, Leadership, Financial Advisory
Education
College of the Holy Cross
BA, Mathematics and Economics
Delbarton School
Rutgers - Graduate School of Management
MBA, Finance
Richard Nolan Richard Nolan's Portfolio Evaluations, Inc. Experience January 2013 - September 2013
Job Senior Analyst at Russell Investments
Industry Investment Management
Experience
Russell Investments May 2015 - Present
Russell Investments October 2013 - April 2015
Portfolio Evaluations, Inc. January 2013 - September 2013
Portfolio Evaluations, Inc. June 2011 - December 2012
Copa Airlines June 2010 - August 2010
Private Client Resources, LLC May 2009 - September 2009
Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Retirement Planning, Equities, 401k, Financial Analysis, Valuation, Bloomberg, Fixed Income, Alternative Investments, Defined Benefit, Market Analysis, Asset Allocation, Hedge Funds, Series 7, Relationship Management, Series 63, Finance
Education
Rutgers Graduate Business School 2013 — 2015
Master of Business Administration (MBA), Finance
Muhlenberg College 2007 — 2011
Bachelor of Arts, Business Administration; International Business Concentration
Universiteit Maastricht 2009 — 2009
Study Abroad, International Business and Economics
The Gunnery
High School
Russell Investments May 2015 - Present
Russell Investments October 2013 - April 2015
Portfolio Evaluations, Inc. January 2013 - September 2013
Portfolio Evaluations, Inc. June 2011 - December 2012
Copa Airlines June 2010 - August 2010
Private Client Resources, LLC May 2009 - September 2009
Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Retirement Planning, Equities, 401k, Financial Analysis, Valuation, Bloomberg, Fixed Income, Alternative Investments, Defined Benefit, Market Analysis, Asset Allocation, Hedge Funds, Series 7, Relationship Management, Series 63, Finance
Education
Rutgers Graduate Business School 2013 — 2015
Master of Business Administration (MBA), Finance
Muhlenberg College 2007 — 2011
Bachelor of Arts, Business Administration; International Business Concentration
Universiteit Maastricht 2009 — 2009
Study Abroad, International Business and Economics
The Gunnery
High School
Dylan Shepcaro Dylan Shepcaro's Portfolio Evaluations, Inc. Experience May 2013 - August 2013
Job Incoming Fund Financial Associate at Vanguard
Industry Banking
Experience
Vanguard June 2015 - Present
Team IMPACT June 2012 - May 2015
Muhlenberg College August 2011 - May 2015
Muhlenberg Ice Hockey August 2014 - February 2015
BNP Paribas June 2014 - August 2014
Portfolio Evaluations, Inc. May 2013 - August 2013
Westfield Area Y June 2011 - August 2013
Telx June 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Outlook, Salesforce.com, Morningstar, XSP, Teamwork, DTC, Research, Leadership, Event Planning, Marketing, Analysis
Education
Muhlenberg College 2011 — 2015
Bachelor of Arts (BA), Economics and Finance, Senior
Vanguard June 2015 - Present
Team IMPACT June 2012 - May 2015
Muhlenberg College August 2011 - May 2015
Muhlenberg Ice Hockey August 2014 - February 2015
BNP Paribas June 2014 - August 2014
Portfolio Evaluations, Inc. May 2013 - August 2013
Westfield Area Y June 2011 - August 2013
Telx June 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Outlook, Salesforce.com, Morningstar, XSP, Teamwork, DTC, Research, Leadership, Event Planning, Marketing, Analysis
Education
Muhlenberg College 2011 — 2015
Bachelor of Arts (BA), Economics and Finance, Senior
Barbara Sasso, MBA Barbara Sasso, MBA's Portfolio Evaluations, Inc. Experience May 2007 - August 2007
Job Project Manager at Emron
Industry Pharmaceuticals
Experience
Emron July 2014 - Present
US Foods November 2013 - June 2014
US Foods August 2011 - November 2013
US Foods November 2009 - August 2011
Campus Crossings August 2008 - February 2009
Nikolaus & Hohenadel, LLC June 2008 - August 2008
Portfolio Evaluations, Inc. May 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Sales, Social Media, Microsoft Word, Facebook, Public Relations, Investments, Legal Research, Access, Account Management, Data Analysis, Program Management, Analysis, Contract Negotiation, Procurement, Finance, Research, Event Planning, Editing, Budgets, Leadership, Customer Service, Marketing, Pricing, Inventory Management, Strategic Planning, Time Management, Training, Forecasting, Outlook, Accounting
Education
Fairleigh Dickinson University-College at Florham 2012 — 2014
Master of Business Administration (M.B.A.)
Franklin & Marshall College 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Emron July 2014 - Present
US Foods November 2013 - June 2014
US Foods August 2011 - November 2013
US Foods November 2009 - August 2011
Campus Crossings August 2008 - February 2009
Nikolaus & Hohenadel, LLC June 2008 - August 2008
Portfolio Evaluations, Inc. May 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Sales, Social Media, Microsoft Word, Facebook, Public Relations, Investments, Legal Research, Access, Account Management, Data Analysis, Program Management, Analysis, Contract Negotiation, Procurement, Finance, Research, Event Planning, Editing, Budgets, Leadership, Customer Service, Marketing, Pricing, Inventory Management, Strategic Planning, Time Management, Training, Forecasting, Outlook, Accounting
Education
Fairleigh Dickinson University-College at Florham 2012 — 2014
Master of Business Administration (M.B.A.)
Franklin & Marshall College 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
David Kozodoy David Kozodoy's Portfolio Evaluations, Inc. Experience July 1999 - June 2008
Job VP Investments at Newport Capital Group
Industry Financial Services
Experience
Newport Capital Group September 2013 - Present
Aon Hewitt June 2008 - July 2013
Portfolio Evaluations, Inc. July 1999 - June 2008
SG Pacific Asset Management June 1993 - May 1998
Skills
Retirement, ERISA, Defined Contribution, 401k, Defined Benefit, Pensions, Investment Analysis, Investment Advisory, Plan Sponsor, Institutional, Investment Policy..., Performance Measurement, Mutual Funds, MBA, Morningstar Direct, Performance Attribution, Consulting, Mutual Fund, Target Date Funds, Investments, Pension Funds, Investment Strategies, Investment Management, Valuation, Portfolio Management, Asset Allocation
Education
Rutgers University-New Brunswick 1996 — 1999
MBA, Finance
Long Island University, C.W. Post Campus 1991 — 1993
Bachelor of Science
John P. Stevens High School 1984 — 1988
Newport Capital Group September 2013 - Present
Aon Hewitt June 2008 - July 2013
Portfolio Evaluations, Inc. July 1999 - June 2008
SG Pacific Asset Management June 1993 - May 1998
Skills
Retirement, ERISA, Defined Contribution, 401k, Defined Benefit, Pensions, Investment Analysis, Investment Advisory, Plan Sponsor, Institutional, Investment Policy..., Performance Measurement, Mutual Funds, MBA, Morningstar Direct, Performance Attribution, Consulting, Mutual Fund, Target Date Funds, Investments, Pension Funds, Investment Strategies, Investment Management, Valuation, Portfolio Management, Asset Allocation
Education
Rutgers University-New Brunswick 1996 — 1999
MBA, Finance
Long Island University, C.W. Post Campus 1991 — 1993
Bachelor of Science
John P. Stevens High School 1984 — 1988
Bradley Doremus Bradley Doremus's Portfolio Evaluations, Inc. Experience July 2008 - May 2010
Job Associate at Deutsche Bank
Industry Real Estate
Experience
Deutsche Asset & Wealth Management September 2015 - Present
Reis May 2010 - August 2015
Portfolio Evaluations, Inc. July 2008 - May 2010
Skills
Economic Research, Real Estate Economics, Market Research, Investments, Financial Modeling, Asset Managment, 401k, Due Diligence, Hedge Funds, Portfolio Management, Capital Markets, DCF, Stata, Microsoft Excel, PowerPoint, Microsoft Word
Education
Lehigh University 2004 — 2008
BA, Economics and English
Deutsche Asset & Wealth Management September 2015 - Present
Reis May 2010 - August 2015
Portfolio Evaluations, Inc. July 2008 - May 2010
Skills
Economic Research, Real Estate Economics, Market Research, Investments, Financial Modeling, Asset Managment, 401k, Due Diligence, Hedge Funds, Portfolio Management, Capital Markets, DCF, Stata, Microsoft Excel, PowerPoint, Microsoft Word
Education
Lehigh University 2004 — 2008
BA, Economics and English
Chuck Napp Chuck Napp's Portfolio Evaluations, Inc. Experience January 2013 - Present
Job Director, Client Services Group at Portfolio Evaluations, Inc.
Industry Financial Services
Experience
Portfolio Evaluations, Inc. January 2013 - Present
SIEMENS CORP/SIEMENS CAPITAL COMPANY LLC January 2005 - January 2013
CONDOR CAPITAL MANAGEMENT, INC November 2003 - July 2004
CITIGROUP GLOBAL MARKETS, INC November 2002 - November 2003
LITTLE INVESTMENT BANKERS of RUTGERS September 2001 - May 2002
MIDLANTIC DISTRIBUTION August 1988 - August 1998
Skills
Financial Analysis, Bloomberg, Finance, Asset Management, Management, Portfolio Management, Analysis, Financial Modeling, Investments, Corporate Finance, Quantitative Analytics, Valuation, Risk Management, Mutual Funds, Mergers & Acquisitions, Asset Managment
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2010
MBA, Finance
Rutgers University-New Brunswick 1998 — 2002
BS, Finance
INVESTMENT BANKING INSTITUTE
Portfolio Evaluations, Inc. January 2013 - Present
SIEMENS CORP/SIEMENS CAPITAL COMPANY LLC January 2005 - January 2013
CONDOR CAPITAL MANAGEMENT, INC November 2003 - July 2004
CITIGROUP GLOBAL MARKETS, INC November 2002 - November 2003
LITTLE INVESTMENT BANKERS of RUTGERS September 2001 - May 2002
MIDLANTIC DISTRIBUTION August 1988 - August 1998
Skills
Financial Analysis, Bloomberg, Finance, Asset Management, Management, Portfolio Management, Analysis, Financial Modeling, Investments, Corporate Finance, Quantitative Analytics, Valuation, Risk Management, Mutual Funds, Mergers & Acquisitions, Asset Managment
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2010
MBA, Finance
Rutgers University-New Brunswick 1998 — 2002
BS, Finance
INVESTMENT BANKING INSTITUTE
Andrew Aulicino's Portfolio Evaluations, Inc. Experience September 2012 - June 2014
Job Credit Analyst at Two River Community Bank
Industry Financial Services
Experience
Two River Community Bank June 2014 - Present
Portfolio Evaluations, Inc. September 2012 - June 2014
Linde, Hansen & Co., LLC January 2012 - June 2012
Sony Music Entertainment January 2012 - June 2012
Skills
Investments, Microsoft Excel, Management, Finance, Analysis, Accounting
Education
Seton Hall University 2011 — 2013
M.B.A., Finance
Providence College 2007 — 2011
B.S., Business Administration
Red Bank Catholic High School 2003 — 2007
Two River Community Bank June 2014 - Present
Portfolio Evaluations, Inc. September 2012 - June 2014
Linde, Hansen & Co., LLC January 2012 - June 2012
Sony Music Entertainment January 2012 - June 2012
Skills
Investments, Microsoft Excel, Management, Finance, Analysis, Accounting
Education
Seton Hall University 2011 — 2013
M.B.A., Finance
Providence College 2007 — 2011
B.S., Business Administration
Red Bank Catholic High School 2003 — 2007
Christopher Toye, CFA, CAIA, FRM's Portfolio Evaluations, Inc. Experience 2005 - 2007
Job Vice President Manager Due Diligence Fixed Income at PNC
Industry Investment Management
Experience
PNC 2015 - Present
Newport Capital Group 2014 - 2014
Prudential Financial 2007 - 2014
Portfolio Evaluations, Inc. 2005 - 2007
Segal Advisors 2003 - 2005
Skills
Fixed Income, Investments, Equities, Hedge Funds, Asset Allocation, Emerging Markets, Bonds, Portfolio Management, Due Diligence, Economics, Retirement Planning, Alternative Investments, Financial Risk, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Masters of Business Administration, Corporate Finance, Global Business
Fairfield University 1993 — 1997
SPFHS 1989 — 1993
PNC 2015 - Present
Newport Capital Group 2014 - 2014
Prudential Financial 2007 - 2014
Portfolio Evaluations, Inc. 2005 - 2007
Segal Advisors 2003 - 2005
Skills
Fixed Income, Investments, Equities, Hedge Funds, Asset Allocation, Emerging Markets, Bonds, Portfolio Management, Due Diligence, Economics, Retirement Planning, Alternative Investments, Financial Risk, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Masters of Business Administration, Corporate Finance, Global Business
Fairfield University 1993 — 1997
SPFHS 1989 — 1993
Dan Andriola's Portfolio Evaluations, Inc. Experience December 2011 - June 2013
Job Senior Representative at NYLife
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
Portfolio Evaluations, Inc. December 2011 - June 2013
Prudential Financial September 2009 - December 2011
AXA Advisors 2008 - 2009
JB Hanauer May 2007 - August 2007
Skills
Mutual Funds, Finance, Retirement Planning, Series 7, Securities, Fixed Annuities, Life Insurance
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (BS), Finance and Entrepreneurship/Entrepreneurial Studies
New York Life Insurance Company September 2013 - Present
Portfolio Evaluations, Inc. December 2011 - June 2013
Prudential Financial September 2009 - December 2011
AXA Advisors 2008 - 2009
JB Hanauer May 2007 - August 2007
Skills
Mutual Funds, Finance, Retirement Planning, Series 7, Securities, Fixed Annuities, Life Insurance
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (BS), Finance and Entrepreneurship/Entrepreneurial Studies
Ryan MacDonald's Portfolio Evaluations, Inc. Experience August 2009 - December 2010
Job Corporate Development at Pfizer
Industry Pharmaceuticals
Experience
Pfizer September 2014 - Present
MTS Health Partners, L.P. February 2013 - July 2014
Deloitte December 2010 - February 2013
Portfolio Evaluations, Inc. August 2009 - December 2010
Warrenville Hardware January 2009 - August 2009
Gimmal Group, Inc. May 2008 - September 2008
Alcatel-Lucent May 2006 - September 2006
Alcatel-Lucent May 2005 - August 2005
Skills
Valuation, Hedge Funds, Financial Modeling, Financial Analysis, Mergers, Financial Accounting, PowerPoint, Excel, Financial Forecasting, Data Management, Data Analysis, Capital IQ, Bloomberg Terminal
Education
University of Richmond - Robins School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance and Management
Pfizer September 2014 - Present
MTS Health Partners, L.P. February 2013 - July 2014
Deloitte December 2010 - February 2013
Portfolio Evaluations, Inc. August 2009 - December 2010
Warrenville Hardware January 2009 - August 2009
Gimmal Group, Inc. May 2008 - September 2008
Alcatel-Lucent May 2006 - September 2006
Alcatel-Lucent May 2005 - August 2005
Skills
Valuation, Hedge Funds, Financial Modeling, Financial Analysis, Mergers, Financial Accounting, PowerPoint, Excel, Financial Forecasting, Data Management, Data Analysis, Capital IQ, Bloomberg Terminal
Education
University of Richmond - Robins School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance and Management
Saleem Banatwala, CFA's Portfolio Evaluations, Inc. Experience November 2008 - February 2013
Job Director, Portfolio Construction at Prudential Investments
Industry Financial Services
Experience
Prudential Investments January 2013 - Present
Portfolio Evaluations, Inc. November 2008 - February 2013
T Rowe Price March 2004 - October 2008
TD Ameritrade January 1999 - December 2004
Education
Texas A&M University 1992 — 1997
Prudential Investments January 2013 - Present
Portfolio Evaluations, Inc. November 2008 - February 2013
T Rowe Price March 2004 - October 2008
TD Ameritrade January 1999 - December 2004
Education
Texas A&M University 1992 — 1997
Brian Higgins, CFA's Portfolio Evaluations, Inc. Experience January 2007 - October 2013
Job Director, Investment Strategies at MFP Strategies
Industry Investment Management
Experience
MFP Strategies July 2014 - Present
Portfolio Evaluations, Inc. January 2007 - October 2013
Higgins Consulting Group 2004 - 2007
DigitalGrit, Inc. 2002 - 2004
Photuris, Inc. 2000 - 2002
Lucent Technologies 1998 - 2000
AT&T 1986 - 1998
AT&T 1983 - 1986
Skills
401k, Mutual Funds, Investments, Investment Strategies, Pensions, Asset Allocation, Defined Benefit, Hedge Funds, Series 63, Retirement Planning, Retirement, Portfolio Management, Asset Management, Alternative Investments, Fixed Income, Investment Management, Investment Advisory, Equities, Bloomberg, Valuation, Financial Services, Options, Financial Modeling
Education
Seton Hall University
MBA, Marketing & Finance
Clarkson University
BS, Chemical Engineering
MFP Strategies July 2014 - Present
Portfolio Evaluations, Inc. January 2007 - October 2013
Higgins Consulting Group 2004 - 2007
DigitalGrit, Inc. 2002 - 2004
Photuris, Inc. 2000 - 2002
Lucent Technologies 1998 - 2000
AT&T 1986 - 1998
AT&T 1983 - 1986
Skills
401k, Mutual Funds, Investments, Investment Strategies, Pensions, Asset Allocation, Defined Benefit, Hedge Funds, Series 63, Retirement Planning, Retirement, Portfolio Management, Asset Management, Alternative Investments, Fixed Income, Investment Management, Investment Advisory, Equities, Bloomberg, Valuation, Financial Services, Options, Financial Modeling
Education
Seton Hall University
MBA, Marketing & Finance
Clarkson University
BS, Chemical Engineering
Heather Mahan's Portfolio Evaluations, Inc. Experience April 2011 - Present
Job Manager, Retirement Plans Consulting Group at Portfolio Evaluations, Inc.
Industry Financial Services
Experience
Portfolio Evaluations, Inc. April 2011 - Present
Retirement Alliance, Inc. March 2010 - April 2011
Mahan Consulting April 2008 - March 2010
Charles Schwab December 2000 - March 2008
Putnam Investments 1998 - 2001
Skills
Investments
Education
University of New Hampshire 1989 — 1993
BS, Communication Disorders
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
BS, Communication Disorders
Portfolio Evaluations, Inc. April 2011 - Present
Retirement Alliance, Inc. March 2010 - April 2011
Mahan Consulting April 2008 - March 2010
Charles Schwab December 2000 - March 2008
Putnam Investments 1998 - 2001
Skills
Investments
Education
University of New Hampshire 1989 — 1993
BS, Communication Disorders
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
BS, Communication Disorders
Chris Mohr's Portfolio Evaluations, Inc. Experience May 2008 - August 2008
Job Associate at University Ventures
Industry Financial Services
Experience
University Ventures July 2015 - Present
HSBC July 2014 - July 2015
PwC August 2010 - February 2014
PwC June 2009 - August 2009
The Barson Group June 2008 - August 2008
Portfolio Evaluations, Inc. May 2008 - August 2008
Wyeth Biotech June 2007 - August 2007
Skills
Valuation, Financial Analysis, Financial Modeling, Financial Accounting, Accounting, Analysis, Portfolio Management, Internal Controls, Mergers & Acquisitions, Finance, Forensic Accounting, Financial Forecasting, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Investment Advisory, Investment Banking
Education
Lehigh University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Randolph High School 2002 — 2006
University Ventures July 2015 - Present
HSBC July 2014 - July 2015
PwC August 2010 - February 2014
PwC June 2009 - August 2009
The Barson Group June 2008 - August 2008
Portfolio Evaluations, Inc. May 2008 - August 2008
Wyeth Biotech June 2007 - August 2007
Skills
Valuation, Financial Analysis, Financial Modeling, Financial Accounting, Accounting, Analysis, Portfolio Management, Internal Controls, Mergers & Acquisitions, Finance, Forensic Accounting, Financial Forecasting, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Investment Advisory, Investment Banking
Education
Lehigh University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Randolph High School 2002 — 2006
James Viglione's Portfolio Evaluations, Inc. Experience September 2011 - November 2011
Job Sales Executive at Merrill DataSite
Industry Financial Services
Experience
Merrill DataSite September 2015 - Present
Thomson Reuters October 2013 - August 2015
Thomson Reuters February 2012 - September 2013
Portfolio Evaluations, Inc. September 2011 - November 2011
Florence 4 Fun January 2011 - May 2011
Skills
Market Data, Equities, Capital Markets, Fixed Income, Financial Markets, Salesforce.com, Derivatives, SaaS, Relationship Management, Asset Management, Business Analysis, Financial Services, Hedge Funds, Trading, Options, Portfolio Management, Electronic Trading, Trading Systems, Build Strong..., Business Development, Data Analysis, FX Options, International Relations, Investment Banking, Technical Analysis
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Masuk High School
Merrill DataSite September 2015 - Present
Thomson Reuters October 2013 - August 2015
Thomson Reuters February 2012 - September 2013
Portfolio Evaluations, Inc. September 2011 - November 2011
Florence 4 Fun January 2011 - May 2011
Skills
Market Data, Equities, Capital Markets, Fixed Income, Financial Markets, Salesforce.com, Derivatives, SaaS, Relationship Management, Asset Management, Business Analysis, Financial Services, Hedge Funds, Trading, Options, Portfolio Management, Electronic Trading, Trading Systems, Build Strong..., Business Development, Data Analysis, FX Options, International Relations, Investment Banking, Technical Analysis
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Masuk High School
Josh Magness's Portfolio Evaluations, Inc. Experience January 2008 - December 2010
Job Millennium Partners, L.P.
Industry Investment Management
Experience
Millennium Partners November 2013 - Present
WCG Management, L.P. May 2012 - August 2013
Portfolio Evaluations, Inc. January 2008 - December 2010
Granary Associates October 2006 - January 2008
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance and Accounting, 3.70
Syracuse University 2002 — 2006
BS, Martin J. Whitman School of Management
Millennium Partners November 2013 - Present
WCG Management, L.P. May 2012 - August 2013
Portfolio Evaluations, Inc. January 2008 - December 2010
Granary Associates October 2006 - January 2008
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance and Accounting, 3.70
Syracuse University 2002 — 2006
BS, Martin J. Whitman School of Management
Scott Rubin, CFA's Portfolio Evaluations, Inc. Experience October 2011 - Present
Job Director of Research at Portfolio Evaluations, Inc.
Industry Financial Services
Experience
Portfolio Evaluations, Inc. October 2011 - Present
Portfolio Evaluations, Inc. December 2008 - October 2011
Scottrade August 2005 - December 2008
American Express Financial Advisors October 2004 - June 2005
Education
Rutgers University 2006 — 2008
Master of Business Administration (MBA), Finance
The College of New Jersey 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Portfolio Evaluations, Inc. October 2011 - Present
Portfolio Evaluations, Inc. December 2008 - October 2011
Scottrade August 2005 - December 2008
American Express Financial Advisors October 2004 - June 2005
Education
Rutgers University 2006 — 2008
Master of Business Administration (MBA), Finance
The College of New Jersey 2000 — 2004
Bachelor of Science (B.S.), Finance, General