Private Client Resources, LLC

Description

Address: 187 Danbury Rd # 202, Wilton, CT 06897 Hours: Closed ⋅ Opens 8AM Tuesday8AM–6PMWednesday8AM–6PMThursday8AM–6PMFriday8AM–6PMSaturdayClosedSundayClosedMonday8AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (203) 762-9006: Category: Website: : : : Place name: : : Website: http://www.pcrinsights.com/ Category: Business Related Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a questionPopular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Private Client Resources Posting publicly on the Web Write a review Reviews 1 Google review

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Private Client Resources, LLC Employees

Employee
Years
Job
Industry
Jeffrey Press Jeffrey Press Greater New York City Area Details
Jeffrey Press's Private Client Resources, LLC Experience 2012 - 2013
Job Client Associate at RBC
Industry Financial Services
Experience
RBC  May 2013 - Present
Private Client Resources, LLC   2012 - 2013
UBS  September 2009 - March 2012
UBS  September 2008 - October 2009
UBS  June 2005 - September 2008
UBS  October 2006 - May 2007

Skills
Wealth Management, Account Management, Onboarding, Management, Program Management, Finance, Microsoft Excel, Time Management, Financial Services, Financial Advisory, CRM, Employee Benefits, Call Centers, Mutual Funds, Strategic Planning, Salesforce.com, Research, Financial Analysis, Business Development, Sales, Insurance, Strategy, Wealth

Education
Marist College   1998 — 2002
Bachelor of Arts, Communications

Travis Weite Travis Weite Greater New York City Area Details
Travis Weite's Private Client Resources, LLC Experience July 2013 - October 2014
Job Software Developer in Video Game Industry
Industry Computer Software
Experience
The Game Agency  October 2014 - Present
Private Client Resources, LLC   July 2013 - October 2014
LiveClips, LLC  May 2012 - June 2013

Skills
Programming, C++, Windows, Java, Linux, SSRS, Microsoft Office, Microsoft Excel, Microsoft SQL Server, PowerPoint, Microsoft Word, VHDL, MIPS, XML, C3, C# 4.0, ASP.NET, .NET, HTML, PostgreSQL, MySQL

Education
Montclair State University   2012 — 2013
Bachelor of Science (BS), Computer Science

Bergen Community College   2009 — 2011
Associate of Science (A.S.NSM.GEN), Natural Science and Mathematics (General)

Marie-Belle Mikue Marie-Belle Mikue Greater New York City Area Details
Marie-Belle Mikue's Private Client Resources, LLC Experience August 2013 - March 2015
Job Operations Specialist at Stonebridge Advisors
Industry Financial Services
Experience
Stonebridge Advisors LLC   March 2015 - Present
Private Client Resources, LLC   August 2013 - March 2015
Gilman Hill Asset Management   February 2013 - August 2013
Tween Brands  August 2009 - July 2013
UBS Wealth Management  September 2012 - December 2012

Skills
Sales, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Portfolio Center, Outlook, Customer Service, Bloomberg Terminal, SQL, Morningstar, Eviews

Education
Sacred Heart University   2009 — 2013
Bachelor of Science (BS), Finance. Business Economics

Christopher L Snyder Christopher L Snyder Greater New York City Area Details
Christopher L Snyder's Private Client Resources, LLC Experience October 2000 - January 2011
Job peerVantage LLC
Industry Information Services
Experience
peerVantage LLC KNOW WHERE YOUR STAND   March 2012 - Present
Private Client Resources, LLC   October 2000 - January 2011
Chase Manhattan Bank  January 1995 - April 2000
Loan Pricing Corp   April 1985 - April 1995

Skills
Financial Analysis, Research, Social Media, Multivariate Analysis, Econometrics, Alternative Investments, Financial Services, Finance, Venture Capital, Investment Strategies, Start-ups, Entrepreneurship, Investment Management, Wealth Management

Education
Lehigh University
PhD, economics and statistics

NYU Stern School of Business
PhD scholarship, mathematics, econometrics

Diana Bresson Diana Bresson Charlotte, North Carolina Details
Diana Bresson's Private Client Resources, LLC Experience December 2013 - April 2014
Job Artist
Industry Fine Art
Experience
SourceHOV  January 2015 - April 2015
Kumon  August 2014 - January 2015
Private Client Resources, LLC   December 2013 - April 2014
ComFit Learning   September 2013 - December 2013
Rain Jewelry Collection   November 2012 - July 2013
Espresso Love   March 2012 - November 2012
Peace Rose Montessori School   January 2012 - February 2012
UNC Wilmington  October 2011 - February 2012
Coastal Designer Glass   June 2011 - August 2011
UNC Wilmington  February 2011 - May 2011

Skills
Advertising, Event Planning, PowerPoint, Teaching, Management, Editing, Photography, Painting, Nonprofits, Childcare, Team Leadership, Customer Service, Leadership, Gallery Management, Microsoft Works, Coffee, Training, Cash Flow, Organizing, Cash Handling, acrylic painter, Microsoft Office, Mac, Art, Social Media, Social Networking

Education
University of North Carolina Wilmington   2008 — 2011
Bachelor of Arts (B.A.), Fine/Studio Arts, General

University of North Carolina at Wilmington   2008 — 2011
Bachelor of Arts, Studio Art

Eric Shrago Eric Shrago Greater New York City Area Details
Eric Shrago's Private Client Resources, LLC Experience October 2012 - March 2013
Job Clean Energy and Finance Specialist
Industry Renewables & Environment
Experience
Columbia University in the City of New York  August 2014 - Present
adidas group  May 2014 - August 2014
Private Client Resources, LLC   October 2012 - March 2013
Goldman Sachs  August 2009 - October 2011
Goldman Sachs Services Private Limited - India   August 2007 - August 2009
Goldman Sachs  March 2006 - August 2007
Goldman Sachs  April 2004 - March 2006
Goldman Sachs  July 2002 - April 2004

Skills
Fixed Income, Risk Management, Analysis, Derivatives, Portfolio Management, Operational Risk..., Operations Management, Mergers & Acquisitions, Global Business..., Leadership, Financial Risk, Team Leadership, Process Improvement, Program Management, Strategic Planning, Policy Analysis, Financial Modeling, portfolio accounting, Cross-functional Team..., Project Planning, Project Implementation, Project Coordination, Risk Assessment, International Relations, Energy Efficiency, Energy Management, Renewable Energy, Renewable Energy Policy, Leading People, Operations Research, Offshoring, Outsourcing, Technical Writing, Developing Client..., Staff Retention, Staff Development, Demand Response, Material Handling..., Sustainable Energy, Financial Services, Investments, Management, Equities, Asset Management, Project Management, Business Development, Hedge Funds, Investment Banking, Capital Markets, Valuation

Education
Columbia University - School of International and Public Affairs   2013 — 2015
Master of Public Administration (M.P.A.), Energy Policy

Tufts University   1998 — 2002
BA, International Relations

Marietta High Scool

Rob Trovato Rob Trovato Stamford, Connecticut Details
Rob Trovato's Private Client Resources, LLC Experience October 2013 - January 2014
Job Licensed and Experienced Financial professional
Industry Financial Services
Experience
RBS Markets and International Banking  March 2014 - Present
Private Client Resources, LLC   October 2013 - January 2014
Vision Financial Markets LLC  August 2012 - July 2013
HSBC Private Bank  October 2011 - August 2012
Allianz Global Investors  November 2006 - January 2011
Bankers Life and Casualty  April 2005 - May 2006
Egidio, Colon, & Brenner Financial Services   August 2004 - February 2005

Skills
Asset Managment, Series 7, Investments, Fixed Income, Equities, Series 63, Portfolio Management, Mutual Funds, Investment Banking, Finance, Alternative Investments, Fixed Annuities, Asset Allocation, Banking, Trading, Financial Markets, Investment Strategies, Financial Services, Securities, Financial Advisory, Hedge Funds, Bonds, ETFs, FINRA, Financial Risk, Uniform Combined State..., Due Diligence, Commodity, Series 24, Wealth Management, Options, Retirement, Asset Management

Education
Central Connecticut State University   1998 — 2002
Bachelor's Degree, Finance: Financial Derivatives, Securities Analysis, International Finance, Fundamental Investing

Emily Fiore Emily Fiore Greater New York City Area Details
Emily Fiore's Private Client Resources, LLC Experience May 2011 - August 2012
Job Connecting Talent with Democracy at Massive Scale
Industry Information Technology and Services
Experience
LinkedIn  January 2015 - Present
Tyco Integrated Security  November 2013 - December 2014
Let's Get Ready  September 2011 - May 2013
Conde Nast  September 2012 - December 2012
Private Client Resources, LLC   May 2011 - August 2012
Private Client Resources, LLC   May 2010 - August 2012
Let's Get Ready  January 2012 - May 2012
CMJ  October 2011 - October 2011

Skills
Spanish, Marketing, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Microsoft Office, Access, Lightroom, Photoshop, Outlook, Research, Event Planning, Customer Service, Financial Analysis, Public Speaking, Social Media Marketing, Marketing Communications, Advertising, Social Networking, Editing, Salesforce.com, Teaching, Nonprofits, Creative Writing, Photography

Education
New York University   2009 — 2013
Bachelor of Science (B.S.)

NYU Madrid   2010 — 2010

Anastasa Vlahopoulos Anastasa Vlahopoulos Astoria, New York Details
Anastasa Vlahopoulos's Private Client Resources, LLC Experience May 2013 - Present
Job Operations Associate at Private Client Resources, LLC
Industry Financial Services
Experience
Private Client Resources, LLC   May 2013 - Present
Kopec & Associates   December 2011 - September 2013
Bank of America  October 2012 - May 2013
A&A Restaurant   June 2006 - May 2013

Skills
Excel, PowerPoint, Microsoft Office, Account Reconciliation, Microsoft Excel, QuickBooks, Access, Accounting, Management, Sales, Financial Analysis, Microsoft Word, Finance, Data Analysis, Banking, Analysis

Education
University of Hartford   2012 — 2014
Master of Business Administration (MBA)

The University of Connecticut   2008 — 2012
Bachelor of Science (B.S.), Finance, General, 3.528 GPA

Peter C Impellizeri Peter C Impellizeri Greater New York City Area Details
Peter C Impellizeri's Private Client Resources, LLC Experience August 2009 - September 2009
Job Futures Operations at Bridgewater Associates
Industry Investment Banking
Experience
Bridgewater Associates  December 2013 - Present
BNP Paribas Securities Corp  April 2011 - September 2011
Citi Group  November 2010 - April 2011
BMO Capital Markets  November 2009 - January 2011
Private Client Resources, LLC   August 2009 - September 2009
UBS Investment Bank  1998 - 2006
Deutsche Bank  February 1993 - November 1998
Drexel Burnham Lambert  1979 - 1981
Drexel Burnham Lambert  1979 - 1981

Education
Oklahoma State University   1976 — 1978
BS, Veterinary Medicine

Sugandhi Arora Sugandhi Arora Greater New York City Area Details
Sugandhi Arora's Private Client Resources, LLC Experience April 2013 - March 2014
Job BI Developer
Industry Financial Services
Experience
MEC  April 2014 - Present
Private Client Resources, LLC   April 2013 - March 2014
Abercrombie & Kent  February 2008 - March 2012
Preferred Meal Systems  October 2006 - February 2008
Synovate  August 2005 - January 2006

Skills
SQL, SSIS, Business Analysis, Data Analysis, ETL, Crystal Reports, VB.NET, Access, Microsoft SQL Server, Visual Studio, Full SDLC, Business Objects, Visio, Databases, SDLC, SSRS, SharePoint, Business Intelligence, Database Design, T-SQL, Testing

Education
Arizona State University, W. P. Carey School of Business   2001 — 2005
Bachelor's degree, Computer Information Systems

Seth Bates Seth Bates Greater New York City Area Details
Seth Bates's Private Client Resources, LLC Experience January 2012 - April 2015
Job Microsoft Practice Delivery Manager at Microexcel Inc
Industry Information Technology and Services
Experience
Microexcel Inc  April 2015 - Present
Private Client Resources, LLC   January 2012 - April 2015
Private Client Resources, LLC   January 2011 - January 2012
DataLan Corporation  September 2009 - January 2011
DataLan Corporation  December 2001 - January 2011
Apress  2003 - 2010
Approach Inc.  June 1998 - December 2001

Skills
Software Development, SharePoint, C#, .NET, ASP.NET, Microsoft SQL Server, Microsoft Technologies, XML, Software Engineering, Technical Leadership, Software Design, Software Project..., SDLC, Microsoft Office..., Enterprise Architecture, Visual Studio, Technical Management, Technical Writing, SQL Server 2000-2008, Software Quality..., SaaS, Business Intelligence, Microsoft CRM, Financial Reporting, Data Aggregation, Technical Architecture, Microsoft Office, SQL Report Writing, Custom Web Parts, SharePoint Designer, SharePoint Services 3.0, Software Consulting, Software Requirements, Financial Data, SSRS, Telerik Web Controls, Vendor Management, Offshore Resource..., HTML, JavaScript, Silverlight, SSIS, Visio, Microsoft Project

Education
Binghamton University   1994 — 1998
BS, Computer Science with Mathematics Minor

Pankaj Shitolé Pankaj Shitolé Jacksonville, Florida Area Details
Pankaj Shitolé's Private Client Resources, LLC Experience September 2011 - November 2012
Job Systems Analyst at Florida Blue
Industry Information Technology and Services
Experience
Florida Blue  November 2012 - Present
Private Client Resources, LLC   September 2011 - November 2012
Survey Sampling International  February 2008 - September 2011
CIGNA Healthcare  January 2007 - February 2008
WellPoint  February 2006 - January 2007
ICICI Bank  June 2002 - September 2003

Skills
Business Analysis, Business Process..., Requirements Management, Project Management, Scrum, Data Migration, RUP, Quality Assurance, Market Research, Web Applications, Healthcare, SDLC, User Acceptance Testing, Requirements Gathering, Business Requirements, Visio, Finance, Wireframes, Rapid Prototyping, Private Wealth..., SharePoint, Microsoft SQL Server

Education
Amravati University   1998 — 2002
BE, Engineering

Louisiana Tech University
MS, Engineering

Brian Pinkosky Brian Pinkosky Greater New York City Area Details
Brian Pinkosky's Private Client Resources, LLC Experience March 2012 - May 2012
Job Medical Billing and Coding Specialist at Connecticut Medical Management
Industry Insurance
Experience
Nestor and Clayton LLP   September 2013 - Present
Connecticut Medical Management   May 2014 - May 2015
Cengage Learning  March 2013 - April 2013
City Line Distributors  March 2013 - March 2013
Private Client Resources, LLC   March 2012 - May 2012
Health Net  January 2002 - October 2010
Health Net  March 1999 - December 2001
Pitney Bowes  March 1998 - September 1998
Toys R Us Toy Store   August 1992 - March 1998
University of Bridgeport Bookstore   July 1991 - February 1992

Skills
Data Entry, Health Insurance, Lotus Notes, Access, Employee Benefits, Microsoft Office, Sales, Visio, Insurance, Microsoft Excel, Time Management, Healthcare, Medical Coding, Filing, Teamwork

Education
Training Direct   2011 — 2012
CPT and ICD-9 coding

Housatonic Community College   1997 — 1998
Business Administration

Sacred Heart University   1991 — 1992
Media Studies major

Bunnell High School   1987 — 1991
Diploma, College Prepatory

Joseph Tiberio Joseph Tiberio Greater New York City Area Details
Joseph Tiberio's Private Client Resources, LLC Experience July 2008 - November 2009
Job Operations Manager at Energy Income Partners
Industry Financial Services
Experience
Energy Income Partners   July 2010 - Present
UBS Investment Bank  December 2009 - June 2010
Private Client Resources, LLC   July 2008 - November 2009
Pequot Capital Management  May 2003 - July 2008
Lehman Brothers  May 2000 - May 2003
US Navy  December 1993 - December 1997

Skills
Equities, Hedge Funds, Back Office, Middle Office, Bloomberg, Trading, Fixed Income

Education
University of Connecticut   1997 — 2000
Bachelor of Science, Management Information Systems

Mandar Dhavale Mandar Dhavale Toronto, Canada Area Details
Mandar Dhavale's Private Client Resources, LLC Experience April 2006 - September 2006
Job Technically sound and business savvy Project Management professional who is committed to project excellence
Industry Financial Services
Experience
Manulife Financial  May 2011 - February 2015
Deutsche Bank  September 2010 - May 2011
Bank of America  March 2007 - April 2010
Bank of America  September 2006 - February 2007
Private Client Resources, LLC   April 2006 - September 2006
Pequot Capital  September 2005 - April 2006
Barclays Capital  February 2005 - August 2005
Manulife Financial  June 2000 - February 2005
SS & C formerly Financial Models Company   1998 - 2000

Skills
Agile Methodologies, Project Management, PMP, Business Analysis, Risk Management, Software Development, SDLC, Requirements Gathering, Business Intelligence, Microsoft SQL Server, Requirements Analysis, Data Warehousing, Portfolio Management, Business Requirements, Service Delivery, Microsoft Technologies, IT Strategy, Vendor Management, Software Project..., Enterprise Architecture

Education
Western University   1997 — 1998
MSc, Computer Science

Western Sydney University   1996 — 1997
Grad Diploma, Commercial Computing

University of Pune   1990 — 1993
B.E., Instrumentation

Brian Popek Brian Popek Hartford, Connecticut Area Details
Brian Popek's Private Client Resources, LLC Experience July 2012 - April 2013
Job Senior Accountant at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp  July 2015 - Present
Hedge Fund  April 2013 - July 2015
Private Client Resources, LLC   July 2012 - April 2013
Society Hill Partners LLC   January 2011 - February 2012
Group One Trading, LP  June 2008 - August 2010
Kuehne + Nagel  May 2007 - June 2007
Merrill Lynch Investment Managers  June 2006 - August 2006
Taylor Investment Advisors, LP   July 2005 - August 2005

Skills
Market Making, Electronic Trading, Volatility, Equity Derivatives, Options, Options Strategies, Proprietary Trading, Traders, Equity Trading, Derivatives, Bloomberg, Equities, Hedge Funds, Trading Systems, Hedging, Trading, Portfolio Management, Valuation, Arbitrage, Trading Strategies, Fixed Income

Education
Lehigh University   2004 — 2008
BS, Finance

Loomis Chaffee   2000 — 2004

Kathleen Dunne Kathleen Dunne Wilton, Connecticut Details
Kathleen Dunne's Private Client Resources, LLC Experience November 2012 - Present
Job Office Manager at Private Client Resources, LLC
Industry Financial Services
Experience
Private Client Resources, LLC   November 2012 - Present
momAgenda LLC   August 2007 - November 2012
Genentech  September 1989 - March 1996

Skills
Investments, Risk Management, Financial Analysis, Budgets, Microsoft Office, Microsoft Excel, Relationship Management, Strategic Planning, Outlook

Education
SUNY Geneseo   1983 — 1986
BA, History

SUNY Geneseo
Bachelor of Arts (B.A.), History

Prakriti Kumar Prakriti Kumar Trumbull, Connecticut Details
Prakriti Kumar's Private Client Resources, LLC Experience June 2013 - August 2013
Job Intern at Nestlé Waters North America
Industry Internet
Experience
Nestlé Waters North America  June 2015 - August 2015
Kimble Applications   November 2014 - December 2014
GE Capital  June 2014 - August 2014
UConn School of Business  January 2014 - May 2014
Insomnia Cookies / Serve U Brands  July 2013 - March 2014
Private Client Resources, LLC   June 2013 - August 2013

Skills
English, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, HTML, Photoshop, CSS, Facebook, Social Networking, Matlab, Research, Social Media Marketing, InDesign, Customer Service, Google Adwords, Data Analysis, Microsoft Word, Outlook, Time Management, Access, Teamwork

Education
The University of Connecticut School of Business   2012 — 2016
Bachelor of Science (B.S.), Management Information Systems, Digital Marketing Certificate

University of Connecticut in London   2014 — 2014
Business and Economics

Trumbull High School   2008 — 2012
General Studies

Robert Fiore Robert Fiore Greater New York City Area Details
Robert Fiore's Private Client Resources, LLC Experience April 2005 - Present
Job Chief Executive Officer and President at Private Client Resources, LLC
Industry Financial Services
Experience
Private Client Resources, LLC   April 2005 - Present
Optima Group  June 1993 - September 2004

Skills
Asset Management, Wealth Management, Equities, Budgets, Strategic Financial..., Investments, Portfolio Management, Private Equity, Marketing, Hedge Funds, Alternative Investments, Financial Analysis, Series 7

Education
Abilene Christian University   1981 — 1986
BBA, Accounting

Abilene Christian University   1981 — 1986
BBA, Accounting

Abilene Christian University   1981 — 1986
BBA, Accounting

Steven Edelman Steven Edelman Greater New York City Area Details
Steven Edelman's Private Client Resources, LLC Experience March 2007 - April 2015
Job Managing Director | Institutional Relationships at Archway Technology Partners, LLC
Industry Financial Services
Experience
Archway Technology Partners, LLC  April 2015 - Present
Private Client Resources, LLC   March 2007 - April 2015
DataLan Corporation  1997 - 2007

Skills
Process Improvement, Vendor Management, Management, Alternative Investments, Hedge Funds, Cross-functional Team..., Operations Management, Leadership, Budgets, Portfolio Management, Business Process..., Sales, Project Management, Analysis, Financial Analysis, CRM, Risk Management, Start-ups, Financial Services, Business Development, Finance, Strategy, SharePoint, Business Analysis, Executive Management, Program Management, Wealth Management, Product Management, Change Management

Education
University at Albany, SUNY
BA

City University of New York-John Jay College of Criminal Justice
MPA

William Herrmann William Herrmann New York, New York Details
William Herrmann's Private Client Resources, LLC Experience May 2009 - August 2009
Job Capital Markets Associate at Citi
Industry Financial Services
Experience
Citi  August 2015 - Present
Citi  June 2013 - July 2015
Citi  June 2012 - August 2012
Manatuck Hill Partners   May 2011 - August 2011
International Labour Organization (ILO)   February 2011 - May 2011
Private Client Resources, LLC   May 2009 - August 2009

Education
Cornell University   2009 — 2012
Bachelor of Science, Industrial and Labor Relations

Richard Nolan Richard Nolan New York, New York Details
Richard Nolan's Private Client Resources, LLC Experience May 2009 - September 2009
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

Faustine Jean-Louis Faustine Jean-Louis Bridgeport, Connecticut Details
Faustine Jean-Louis's Private Client Resources, LLC Experience October 2013 - April 2015
Job Paralegal Legal Assistant at Nancy F. Sachs P.C.
Industry Research
Experience
Nancy F. Sachs P.C.   April 2015 - Present
Private Client Resources, LLC   October 2013 - April 2015
Sargent, Sargent & Jacobs, LLC   June 2013 - September 2013
U.S. Department of Justice   June 2012 - May 2013
Sacred Heart University  May 2011 - August 2011
Fairfield Court House   January 2011 - May 2011
Ganim, Ganim, & Ganim Law Firm   January 2010 - May 2010

Skills
Political Economy, Business Analysis, Research, Strategic Planning, Analysis, Data Analysis, Business Strategy, Finance, Editing, Policy

Education
Sacred Heart University   2009 — 2013
Bachelor's degree, Political Science/ Government and Business Economics

Bullard-Havens Technical High School   2006 — 2009
High School Diploma, Academic/Technical studies

Jim Yosua Jim Yosua Greater New York City Area Details
Jim Yosua's Private Client Resources, LLC Experience July 2005 - October 2006
Job Network Manager at Produban | Santander
Industry Information Technology and Services
Experience
Produban Santander  February 2015 - Present
Blue Screen Technologies LLC.   January 2010 - Present
Banco Santander  September 2006 - Present
Private Client Resources LLC  July 2005 - October 2006
ACS, a Xerox Company  August 2003 - July 2005
SCIREX Corporation  July 2001 - July 2003
Superior Consultant Corp   October 1999 - July 2001

Skills
Active Directory, Windows Server, Citrix, Technical Support, Hardware, Network Administration, Firewalls, Software Installation, TCP/IP, Windows, Routers, Printers, Blackberry, Wireless Networking, Trading Systems, LAN-WAN, Bloomberg, iPhone Support, Mac, Smartphones, Systems Management, Microsoft Exchange, Networking, Servers, IP Phones, LAN/WAN, Desktop Support, Desktop Administration, Desktop Management, Wireless Security, Home Offices, Wiring, ITIL v3 Foundations..., Project Planning

Education
Albertus Magnus College
BS, Finance

Branford Hall   1998 — 1999
Certification (1yr. program), Computer Networking Management, 3.9

Southern CT State Univ   1989 — 1992
Associate's degree, Business Administration and Management, General

Scott McDonald Scott McDonald Jersey City, New Jersey Details
Scott McDonald's Private Client Resources, LLC Experience July 2008 - March 2009
Job EVP, coHead of Capital Markets at Opera Solutions
Industry Investment Management
Experience
Opera Solutions  September 2015 - Present
AcordIQ   August 2014 - September 2015
Style Research   August 2013 - August 2014
Pevara   May 2012 - November 2012
RIMES Technologies  September 2009 - May 2012
Private Client Resources, LLC   July 2008 - March 2009
S&P Capital IQ  January 2007 - July 2008
S&P Capital IQ  January 2004 - December 2006
S&P Capital IQ  April 2001 - January 2004
Standard & Poor's   April 2000 - April 2001

Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Portfolio Management, Capital Markets, Structured Finance, Financial Markets, Asset Management, Risk Management, Business Networking, Alternative Investments, Credit, Trading, Bloomberg, Market Data, Financial Services, Investments, Data Sales, Private Equity, Business Development, Mutual Funds, Valuation, Bonds, Investment Banking, CRM, Structured Products, Relationship Management, Securities, Emerging Markets, Asset Allocation

Education
Denison University   1994 — 1998
BA, Major: Economics, Minor: Geology

Brunswick School   1989 — 1994

Kieran Wrynn Kieran Wrynn Greater New York City Area Details
Kieran Wrynn's Private Client Resources, LLC Experience December 2012 - March 2013
Job COO at Geevagh LLC
Industry Financial Services
Experience
Geevagh LLC   April 2013 - Present
Private Client Resources, LLC   December 2012 - March 2013
Private Client Resources, LLC   July 2012 - January 2013
Colonial Fund LLC   January 2010 - March 2012
Colonial Fund LLC   January 1995 - January 2010

Skills
Equities, Asset Management, Alternative Investments, Trading Systems, Investor Relations, Financial Services, Risk Management, Bloomberg, Fixed Income, Securities, Trading, Derivatives, Hedge Funds, Options, Capital Markets, Series 7, Electronic Trading

Education
St. John's University   1991 — 1994
Master of Business Administration (M.B.A.), Finance

Esther Wallace Esther Wallace Greater New York City Area Details
Esther Wallace's Private Client Resources, LLC Experience March 2005 - December 2005
Job Experienced Finance Professional + Budding Social Entrepreneur
Industry Investment Banking
Experience
UBS Investment Bank  August 2008 - Present
UBS Investment Bank  December 2007 - August 2008
UBS Investment Bank  January 2006 - December 2007
Private Client Resources, LLC   March 2005 - December 2005

Skills
Financial Services, Financial Markets, Finance, Fixed Income, Equities, Foreign Exchange, Prime Brokerage, Hedge Funds, Emerging Markets, Derivatives, Structured Products, Financial Modeling, Financial Analysis, Business Intelligence, Business Analysis, Client Analysis, Business Strategy, Process Improvement, Offshoring

Education
CFA Institute   2015 — 2015
2016 Level II Candidate in the CFA Program Passed Level I of the CFA Program in 2015

Fairfield University   2004 — 2006
Master of Science (M.S.), Finance, (graduated magna cum laude)

Bay Path University   1998 — 2002
Bachelor of Science (B.S.), Information Technology Business Administration, (graduated magna cum laude)

Andrea Moix-Campos Andrea Moix-Campos Greater New York City Area Details
Andrea Moix-Campos's Private Client Resources, LLC Experience March 2006 - May 2008
Job Account Manager at Rapaport Diamond Corporation
Industry Luxury Goods & Jewelry
Experience
Rapaport Diamond Corp.   March 2012 - Present
Timeless Designs  October 2010 - November 2011
JP Morgan Chase/ RBS Sempra Commodities   May 2008 - September 2010
Private Client Resources, LLC   March 2006 - May 2008

Skills
Fundraising, Customer Service, Retail, Microsoft Excel, Sales, Budgets, Microsoft Office, PowerPoint, Marketing Strategy, Strategic Planning, Management, Social Media, Microsoft Word, Jewelry Design, New Business Development, Sales Management, Research, Negotiation, Outlook, Bench Work, Sculpture, Fashion, Merchandising, Entrepreneurship, Jewelry, Wholesale, Marketing, Luxury Goods, Business Development, Diamonds, Diamond Grading, Fine Art, Contemporary Art, Tomfoolery

Education
Gemological Institute of America-New York   2014 — 2014
Graduate Gemologist

Gemological Institute of America   2011 — 2012

Fashion Institute of Technology   2009 — 2011

New York University

The University of Connecticut   2001 — 2005
Bachelor's Degree

Shalaine McLaughlin Shalaine McLaughlin Greater New York City Area Details
Shalaine McLaughlin's Private Client Resources, LLC Experience May 2013 - September 2014
Job Entrepreneurial, enterprising, and effective executive with experience in sales, client service, and event planning.
Industry Financial Services
Experience
eloDesigns LLC   October 2014 - Present
Private Client Resources, LLC   May 2013 - September 2014
RBS Global Banking & Markets  October 2010 - January 2013
RBS Global Banking & Markets  2001 - 2010
RBS Greenwich Capital  1999 - 2001
Haagen Dazs  1995 - 1998

Skills
Fixed Income, Electronic Trading, Bloomberg, Investment Banking, Customer Service, CDS, Swaps, Executive Management, Settlement, Trading Systems, Derivatives, Back Office, Middle Office, FX Options, Business Analysis, Financial Services, Business Process..., Marketing, Business Development, MarketAxess, Electronic Markets, Business Requirements, Business Technology..., Organizational..., Client Relations Skills, Client Relations, Data Flow, Capital Markets, Management, Portfolio Management, Hedge Funds, Strategy, Tradeweb, Leadership

Education
Cornell University   1992 — 1995
Bachelor's Degree

Women's Campaign School at Yale   1996 — 1996
Campaign Management

Benjamin Calvert Benjamin Calvert Greater New York City Area Details
Benjamin Calvert's Private Client Resources, LLC Experience January 2011 - August 2012
Job
Industry Nonprofit Organization Management
Experience
KIPP New Jersey  February 2014 - Present
Southwest Conservation Corps  August 2013 - October 2013
New York University  August 2012 - May 2013
New York City Housing Authority  January 2012 - August 2012
Private Client Resources, LLC   January 2011 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Photoshop, Dreamweaver, HTML, CSS, Access

Education
New York University   2010 — 2013
Bachelor of Arts (BA), Economics

Lynchburg College   2009 — 2010
Bachelor of Arts (B.A.), Percussion Performance

Alex Kowalski Alex Kowalski Greater New York City Area Details
Alex Kowalski's Private Client Resources, LLC Experience June 2013 - May 2014
Job Student at Vanderbilt University
Industry Financial Services
Experience
J.P. Morgan   June 2015 - Present
Vanderbilt University  December 2013 - Present
Nestlé Waters North America  June 2014 - August 2014
Private Client Resources, LLC   June 2013 - May 2014

Skills
Microsoft Excel, PowerPoint, Facebook, Outlook, Microsoft Word, Microsoft Office

Education
Vanderbilt University   2012 — 2016
Mathematics and Economics

Trinity College, Dublin   2014 — 2014
Study Abroad, Business and Economics

Jenna R. Fiore Jenna R. Fiore Norwalk, Connecticut Details
Jenna R. Fiore's Private Client Resources, LLC Experience May 2008 - August 2008
Job Licensed Personal Banker II / Brokerage Associate
Industry Banking
Experience
Wells Fargo Bank & Wells Fargo Advisors   June 2015 - Present
AXA Advisors  September 2012 - June 2015
Private Client Resources, LLC   May 2008 - August 2008
Mayflower Inn and Spa  July 2006 - August 2007

Skills
Finance, Asset Management, Series 7, Econometrics, Analysis, Retirement, Investment Strategies, Economics, Lines Of Credit, Portfolio Management, Series 65, College Education..., Investments, Strategic Financial..., Series 63, Loans, Business Development, Portfolio Performance..., Liquidity Management, Mutual Funds, FINRA, Research, Stata, Fixed Annuities, Microsoft Excel, Suitability Analysis, Microsoft Office, CT Producer License, Banking, Variable Annuities, Risk Models, Marketplace, Municipal Services, Equity Indexed Annuities

Education
Boston University   2007 — 2011
Bachelor’s Degree, Economics

Boston University College of Arts and Sciences   2007 — 2011
Bachelor of Arts, Economics

Pomperaug

Tim Rozanski Tim Rozanski Greater New York City Area Details
Tim Rozanski's Private Client Resources, LLC Experience September 2013 - October 2014
Job Senior Sales Executive, Eastern Region at VSoft
Industry Financial Services
Experience
VSoft  October 2014 - Present
Private Client Resources, LLC   September 2013 - October 2014
Infotrieve  June 2010 - September 2013
Independence Financial Partners  June 2008 - June 2010

Skills
Sales, Salesforce.com, Account Management, CRM, Marketing Strategy, New Business Development, SaaS, Financial Services, Management, Wealth Management, Alternative Investments, Finance, Data Quality Control, Business Development, Analysis, Sales Management, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Strategic Planning, Performance Reporting, Business Analysis, Hedge Funds, Private Equity

Education
The University of Connecticut   2004 — 2008
Bachelor of Science (B.S.), Resource Economics

Neil Giavara Neil Giavara Greater New York City Area Details
Neil Giavara's Private Client Resources, LLC Experience January 2012 - May 2013
Job Sales Director at Electra Information Systems
Industry Financial Services
Experience
Electra Information Systems  December 2013 - Present
Private Client Resources, LLC   January 2012 - May 2013
Vestige Wealth Management, LLC   June 2008 - January 2012
Compak Asset Management, Inc.   January 2003 - June 2008

Skills
Wealth Management, Private Wealth..., Financial Services, Asset Management, Financial Advisory, Institutional Clients, Investment Management, Hedge Funds, Technology Integration, Private Wealth..., Private Banking, RIA's, Family Offices

Education
Boston College
Bachelor of Arts (BA)

Fairfield College Preparatory School

Patrick McCandless Patrick McCandless Berlin, Connecticut Details
Patrick McCandless's Private Client Resources, LLC Experience August 2012 - September 2012
Job Project/Program Manager at AT&T Mobility
Industry Financial Services
Experience
AT&T Mobility  March 2013 - Present
Target  December 2012 - March 2013
Private Client Resources, LLC   August 2012 - September 2012
Town of Berlin Timberlin Golf Course   June 2011 - August 2011
Angry Olive Restaurant   June 2010 - August 2010
Central CT Lawn Service   September 2008 - December 2008
New Britain Rock Cats Baseball Club  April 2006 - September 2007

Skills
Microsoft Office, Financials, Group Presentations, Teamwork, Team Oriented, Goal Oriented, Goal Driven, Hard Worker, Multitasker, Responsibility, Dean's List Recipient, Knowledge of Banking..., Reliability, Team-oriented, Process Improvement, Leadership, Finance, Time Management, Customer Service

Education
Bryant University   2008 — 2012
Bachelor of Science, Business Administration; Finance; Economics

Berlin High School   2004 — 2008

JJ Contessa JJ Contessa Greater New York City Area Details
JJ Contessa's Private Client Resources, LLC Experience July 2010 - July 2015
Job Strategic Account Manager at c1secure
Industry Financial Services
Experience
c1secure   July 2015 - Present
Private Client Resources, LLC   July 2010 - July 2015

Skills
Wealth Management, Financial Reporting

Education
Muhlenberg College   2006 — 2010
BA, Finance, Marketing

Konstantinos Papachristou Konstantinos Papachristou Greater New York City Area Details
Konstantinos Papachristou's Private Client Resources, LLC Experience July 2013 - Present
Job Data Services/Operations Manager at Private Client Resources, LLC
Industry Financial Services
Experience
Private Client Resources, LLC   July 2013 - Present
Private Client Resources, LLC   October 2012 - Present
Private Client Resources, LLC   November 2011 - Present
Patriot National Bank  November 2010 - June 2011
Patriot National Bank  October 2009 - November 2010
First Investors Corporation  April 2009 - September 2009

Skills
Investments, Securities, Hedge Funds, Finance, Alternative Investments

Education
The University of Connecticut   2011 — 2013
MBA, Finance, 3.7

University of Connecticut   2004 — 2009
Bachelors, Economics

Alex Iacocca Alex Iacocca New York, New York Details
Alex Iacocca's Private Client Resources, LLC Experience May 2010 - August 2010
Job Operations Specialist at Hutchin Hill Capital
Industry Financial Services
Experience
Hutchin Hill Capital  September 2013 - Present
Morgan Stanley  January 2013 - September 2013
Morgan Stanley  September 2011 - January 2013
Lehigh University Athletics Partnership   January 2010 - January 2011
Private Client Resources, LLC   May 2010 - August 2010
AFC First Financial Corp.  May 2008 - August 2008

Education
Lehigh University   2009 — 2010
MS, Management Science

Lehigh University   2005 — 2009
BS, Finance

Angelo Riccardelli Angelo Riccardelli Greater New York City Area Details
Angelo Riccardelli's Private Client Resources, LLC Experience April 2009 - June 2009
Job Temporary Employee at Royal Bank of Scotland
Industry Accounting
Experience
Royal Bank of Scotland  August 2009 - Present
Private Client Resources, LLC   April 2009 - June 2009
US Trust  2003 - 2004

Skills
Accounting

Education
The University of Connecticut School of Business   2001 — 2005
Bachelors, Accounting

Jim Huk Jim Huk Stamford, Connecticut Details
Jim Huk's Private Client Resources, LLC Experience January 2014 - October 2014
Job
Industry Financial Services
Experience
UBS  June 2015 - Present
GE Capital  October 2014 - May 2015
Private Client Resources, LLC   January 2014 - October 2014
UBS Investment Bank  November 2011 - January 2014
UBS  October 2009 - November 2011
UBS  May 2007 - October 2009
Purdue Pharma LP  January 1999 - April 2007
Hartford Hospital  December 1997 - April 1998
Professional Development Group, Inc   1994 - 1996

Skills
Team Leadership, Stakeholder Management, Program Management, Risk Management, Vendor Management, Data Analysis, Cost Control, Cost Analysis, Operations Management, Cost Benefit, Training, Business Analysis, Requirements Analysis, Project Management, Management, Analysis, SharePoint, Requirements Gathering, Banking, Process Improvement, Business Process, PMO, Leadership, Project Planning

Education
The University of Connecticut School of Business   2004 — 2009
MBA, Finance

Gary Fullenbaum Gary Fullenbaum Greater New York City Area Details
Gary Fullenbaum's Private Client Resources, LLC Experience March 2006 - June 2007
Job Director, Information Technology, Point72 Asset Management
Industry Financial Services
Experience
Point72 Asset Management (formerly SAC Capital)   June 2007 - Present
Private Client Resources, LLC   March 2006 - June 2007
JPMorgan  1997 - 2006
Accenture  July 1990 - June 1997

Skills
Business Analysis, Trading Systems, Risk Management, Hedge Funds, Equities, Portfolio Management, Project Management

Education
New York University, Stern School of Business
Master of Business Administration (MBA)

Rutgers University
Bachelor of Arts (BA)

Kevin Prosnick Kevin Prosnick Greater New York City Area Details
Kevin Prosnick's Private Client Resources, LLC Experience September 2010 - November 2012
Job Associate Director, Risk & Regulatory Management at UBS
Industry Financial Services
Experience
UBS  November 2013 - Present
Private Client Resources, LLC   September 2010 - November 2012
Private Client Resources, LLC   August 2006 - September 2010
Evaluation Associates  1996 - 2006
CUC Int'l   1993 - 1996

Skills
Alternative Investments, Relationship Management, Cross-Functional Liaison, Training, Investments, Investment Performance, Performance Attribution, Performance Benchmarking, Asset Allocation, Investment Management..., Defined Benefit, Defined Contribution, Knowledge Transfer, Project Management, Client Hierarchy, Equities, Fixed Income, Mutual Funds, Hedge Funds, Securities

Education
Sacred Heart University   2000 — 2003
MBA, Finance

The University of Connecticut School of Business   1989 — 1993
BS, Business, Finance

James Shehigian James Shehigian Greater Denver Area Details
James Shehigian's Private Client Resources, LLC Experience 2004 - 2007
Job Managing Director
Industry Financial Services
Experience
The Portrait Group, LLC   2014 - Present
WealthTouch, Inc.   2008 - 2013
Private Client Resources, LLC   2004 - 2007
Calypso Holdings/Maximum Impact Partners   1996 - 2004
Nuveen Investments  1994 - 1996

Skills
Investments, Hedge Funds, Portfolio Management, Mutual Funds, Start-ups, Private Equity, Alternative Investments, Wealth Management, Equities, Asset Management, Executive Management, Financial Services

Education
Northwestern University   1980 — 1984
Economics

Paul McGarry Paul McGarry Greater New York City Area Details
Paul McGarry's Private Client Resources, LLC Experience September 2011 - January 2012
Job Sr. Investment Specialist at UAW Retiree Medical Benefits Trust
Industry Financial Services
Experience
UAW Retiree Medical Benefits Trust  July 2014 - Present
Goldman Sachs/State Street Bank   April 2012 - June 2014
Private Client Resources, LLC   September 2011 - January 2012
INTL FCStone Inc.  April 2011 - September 2011
Windcrest Discover Investments   April 2008 - April 2011
Kenmar  2005 - 2008
Various  June 2004 - June 2005
GlobeOp Financial Services  February 2004 - May 2004
State Street  June 2002 - February 2004
Deutsche Asset Management  October 2001 - June 2002

Skills
SAS, SAS70, Palisades SQL -..., Geneva, RediPlus, GoToMeeting.com, SAP Streamworks, Portia, PIMS, Sungard, Reuters, Bloomberg Terminal, Excel, Word, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, SAP, Valuation, Accounting, Investments, Management, Trading, Portfolio Management, Mutual Funds, Fund Of Funds, Capital Markets, Risk Management, FX Options, Equities, Financial Modeling, Finance, Financial Analysis

Education
Penn State University   2010 — 2012
MBA

Hobart and William Smith Colleges   1997 — 2001
Bachelor of Arts (B.A.), Economics

Danish International Studies (DIS)   2000 — 2000
International FInance

The Gunnery   1996 — 1997
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Jeff Parton Jeff Parton Greater New York City Area Details
Jeff Parton's Private Client Resources, LLC Experience December 2012 - Present
Job Associate, Client Services at Private Client Resources, LLC
Industry Financial Services
Experience
Private Client Resources, LLC   December 2012 - Present
Private Client Resources, LLC   August 2011 - December 2012
Legg Mason  May 2005 - July 2011
Citigroup  2005 - 2006

Skills
Bloomberg, Securities, Equities, Fixed Income, Hedge Funds, Mutual Funds, Alternative Investments, Asset Management, Derivatives, Options, Financial Services, Trading Systems, Investments, Trading, Asset Allocation, FINRA

Education
Siena College   1999 — 2002
Bachelor of Arts, History/Political Science

Brendan Karvelis Brendan Karvelis Greater New York City Area Details
Brendan Karvelis's Private Client Resources, LLC Experience March 2009 - November 2009
Job Assistant Manager, Senior Analyst Reinsurance Services at Endurance
Industry Financial Services
Experience
Endurance  February 2010 - Present
Private Client Resources, LLC   March 2009 - November 2009
GE  May 2007 - August 2007
Societe Generale  May 2005 - August 2005

Skills
Financial Modeling, Risk Management, Financial Risk, Underwriting, Insurance, Financial Analysis, Data Analysis, Bloomberg, Actuarial Science, Analysis, Reinsurance, Microsoft Excel, Valuation, Corporate Finance, Portfolio Management, Financial Reporting

Education
University of Connecticut   2006 — 2008
MS, Financial Mathematics

University of Connecticut   2002 — 2006
BS, Applied Mathematics

Beth Pearsall-Palmer Beth Pearsall-Palmer New Haven, Connecticut Details
Beth Pearsall-Palmer's Private Client Resources, LLC Experience 2003 - 2006
Job Special Projects Director at New Reach, Inc. formerly New Haven Home Recovery
Industry Nonprofit Organization Management
Experience
New Reach, Inc. formerly New Haven Home Recovery   April 2015 - Present
Archway Technology Partners  January 2014 - January 2015
InfoGrate, Inc.   2009 - December 2013
Long Term Solutions, LLC   2006 - 2009
Private Client Resources, LLC   2003 - 2006
Standard Demolition Services, Inc.   2000 - 2002
O'Brien-Kreitzberg, Inc.   1994 - 2000

Skills
Investments, Project Management, Portfolio Management, Risk Management, Financial Modeling, Management Consulting, Program Management, Financial Services, Start-ups, Analysis, Process Improvement, Management, Business Analysis, Strategy

Education
Boston University   1992 — 1994
MA, International Relations

Southern Connecticut State University   1989 — 1992
BS, Political Science

United States Military Academy at West Point   1988 — 1989
Computer Science

Cheshire High School

Eric Lombardo Eric Lombardo New York, New York Details
Eric Lombardo's Private Client Resources, LLC Experience 2013 - 2014
Job Senior Enterprise Account Executive McAfee
Industry Computer & Network Security
Experience
McAfee  August 2014 - Present
Private Client Resources, LLC   2013 - 2014
Bloomberg  July 2011 - November 2013
Thomson Reuters  January 2004 - July 2011
Thomson Financial  2001 - 2004

Skills
Financial Markets, Electronic Trading, Equities, Market Data, Trading Systems, Bloomberg, Hedge Funds, Capital Markets, Fixed Income, Commodity, Portfolio Management, Options, Trading, Investment Banking, Financial Services, Business Analysis, New Business Development, FX Options, Alternative Investments, Asset Management, Securities, Relationship Management, Equity Trading, Derivatives, Bloomberg Terminal, Series 7, Investment Management, Bonds, Mutual Funds, Investments

Education
Pace University
Management Information Systems

Timothy Orrico Timothy Orrico Greater New York City Area Details
Timothy Orrico's Private Client Resources, LLC Experience September 2006 - Present
Job Senior Associate | Client Business Services at Private Client Resources, LLC
Industry Information Services
Experience
Private Client Resources, LLC   September 2006 - Present
Coldwell Banker Residential Brokerage  September 2015 - Present
Ameriprise Financial Services, Inc.   2005 - 2006

Skills
Equities, Portfolio Management, Web Applications, Investments, Wealth Management, Alternative Investments, Asset Management, Hedge Funds, Financial Analysis, Financial Planning, Mutual Funds

Education
Ithaca College   2000 — 2004
Bachelor of Arts (B.A.), Economics

William Bunn, MBA William Bunn, MBA Greater New York City Area Details
William Bunn, MBA's Private Client Resources, LLC Experience August 2012 - November 2013
Job
Industry Financial Services
Experience
CrossFit Hybrid Athletics   August 2014 - Present
FactSet  November 2013 - Present
Private Client Resources, LLC   August 2012 - November 2013
Investment Metrics   October 2010 - July 2012
Informa Investment Solutions  January 2008 - October 2010
Cruice Financial Organizatoin   January 2005 - August 2006

Skills
Data Aggregation, Performance Analysis, Account Reconciliation, Financial Reporting, Customer Relations, Product Development, Process Improvement, Analysis, Asset Management, Finance, Equities, Customer Service, Investments, Strategic Financial..., Financial Planning, Financial Analysis, Analytics, Management, Wealth Management, Financial Modeling

Education
The University of Connecticut   2009 — 2013
MBA, Finance, 4.0 GPA

University of Connecticut   2003 — 2007
BS, Agricultural & Resource Economics, Business Minor

Eric Proctor Eric Proctor Greater New York City Area Details
Eric Proctor's Private Client Resources, LLC Experience July 2009 - October 2009
Job Senior Consultant at FactSet Research Systems
Industry Investment Management
Experience
FactSet  April 2014 - Present
FactSet  September 2012 - April 2014
Enterprise Rent-A-Car  January 2010 - August 2012
Private Client Resources, LLC   July 2009 - October 2009

Skills
FactSet, Enterprise Software, Management

Education
University of Richmond - Robins School of Business   2005 — 2009
Bachelor of Arts (B.A.), Finance, Economics, Art History

Erasmus University Rotterdam   2007 — 2007
Economics

Tim Sherwood Tim Sherwood Greater New York City Area Details
Tim Sherwood's Private Client Resources, LLC Experience 2006 - Present
Job Director of Finance, HR & Administration at Private Client Resources, LLC
Industry Financial Services
Experience
Private Client Resources, LLC   2006 - Present
Aon Hewitt  2003 - 2005
Coastal Fairfield County Convention & Visitor Bureau, Inc.   2002 - 2003
NCR Corporation  2001 - 2001

Skills
Strategic Financial..., Financial Analysis, Equities, Portfolio Management, Hedge Funds, Fixed Income, Asset Management, Private Equity, Bloomberg, Securities, Asset Allocation, Financial Services, Derivatives, Alternative Investments, Wealth Management, Financial Planning

Education
Indiana University Bloomington   2000 — 2002
BS, Computer Information Systems & Business Process Management

Florida Atlantic University   1998 — 1999
AA, Liberal Arts

Christian D'Amato Christian D'Amato Greater New York City Area Details
Christian D'Amato's Private Client Resources, LLC Experience July 2013 - Present
Job Senior Client Services Associate at Private Client Resources, LLC
Industry Financial Services
Experience
Private Client Resources, LLC   July 2013 - Present
iKindi   February 2011 - October 2012
GE Asset Management  February 2007 - March 2009
GE Asset Management  August 2004 - February 2007
GE Asset Management  October 1998 - August 2004
GE Asset Management  December 1996 - October 1998
MIMCO   1994 - 1996

Skills
Fixed Income, Strategy, Process Improvement, Asset Managment, Financial Services, Portfolio Management

Education
Fairfield University   1990 — 1994
B.A., Economics

Chris Pepin, CFA Chris Pepin, CFA Greater New York City Area Details
Chris Pepin, CFA's Private Client Resources, LLC Experience January 2011 - April 2011
Job Private Client Group Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2011 - Present
Private Client Resources, LLC   January 2011 - April 2011
Chase Manhattan Corporation  June 2009 - January 2011
Fairfield County Bank  May 2006 - May 2009
Wachovia, A Wells Fargo Company  July 1997 - May 2006
A.G. Edwards & Sons, Inc.   1994 - 1997
Cohig   1992 - 1994

Skills
CFA, FINRA Series: 7, 9, 10, 26, 63 and 65, Insurance: Health, Life, Fixed and Variable..., Series 7, Insurance, Securities, Portfolio Management, Equities, Financial Modeling, Financial Analysis, Risk Management, Fixed Income, Coaching, Customer Relations, Due Diligence, Derivatives, Asset Management, Investments, Research, Financial Reporting, Wealth Management, Compliance, Corporate Finance, Analysis, Banking, Financial Planning, Mutual Funds, PowerPoint, Microsoft Office, Excel, Word, Series 63, Series 65, Strategic Financial..., Customer Service, Microsoft Excel, 401k, Financial Advisory, Retirement, Microsoft Word, Asset Allocation, Investment Management, Fixed Annuities, Financial Services

Education
Florida Institute of Technology   1988 — 1993
BS, Business

James Romanello James Romanello Greater New York City Area Details
James Romanello's Private Client Resources, LLC Experience April 2011 - Present
Job Operations Associate at Private Client Resources, LLC
Industry Financial Services
Experience
Private Client Resources, LLC   April 2011 - Present

Skills
Investments, Financial Analysis, Mutual Funds, Economics, Equities, Microsoft Excel, Fixed Income, Bloomberg, Financial Modeling, Securities, Microsoft Office, Portfolio Management, Data Analysis, Financial Services

Education
University of Massachusetts, Amherst   2006 — 2010
BS, Economics

Griffin Pfalzgraf Griffin Pfalzgraf Greater New York City Area Details
Griffin Pfalzgraf's Private Client Resources, LLC Experience March 2009 - July 2011
Job Lead ALLL Analyst at GE Capital
Industry Financial Services
Experience
GE Capital  October 2013 - Present
GE  July 2011 - October 2013
Private Client Resources, LLC   March 2009 - July 2011
John A. Culhane, CPA, PFS   January 2006 - October 2008

Skills
Bloomberg, Equities, Financial Analysis, Financial Modeling, Financial Reporting, Loans, Portfolio Management, Asset Management, Strategic Financial..., Corporate Finance, Leadership, Financial Planning

Education
Fairfield University   2009 — 2011
MBA, Finance

Fairfield University   2004 — 2008
BS, Finance

Seth Freeman Seth Freeman Greater New York City Area Details
Seth Freeman's Private Client Resources, LLC Experience 2002 - 2005
Job Assistant Vice President at Phoenix Realty Group
Industry Real Estate
Experience
Phoenix Realty Group  February 2008 - Present
Phoenix Realty Group  February 2008 - February 2012
Private Client Resources, LLC   2002 - 2005
Private Client Resources, LLC   2002 - 2005

Education
Yale University - Yale School of Management   2005 — 2007
MBA

University of Connecticut   1997 — 2001
BS, Finance

Kelly Helstein Kelly Helstein Greater New York City Area Details
Kelly Helstein's Private Client Resources, LLC Experience August 2011 - November 2012
Job
Industry Banking
Experience
Stay at home mom  November 2012 - Present
Private Client Resources, LLC   August 2011 - November 2012
Royal Bank of Scotland  February 2008 - August 2011
Portfolio Advisors, LLC  June 2006 - February 2008

Skills
Portfolio Management, Credit, Private Equity, Investment Banking, Fixed Income, Derivatives, Equities, Finance

Education
University of Rhode Island - College of Business Administration   2002 — 2006
Bachlor of Science, Finance

Katie Vane Katie Vane Greater New York City Area Details
Katie Vane's Private Client Resources, LLC Experience May 2011 - August 2012
Job Business Development Account Manager at adMarketplace
Industry Executive Office
Experience
adMarketplace  April 2014 - Present
Vibrant Media  September 2013 - March 2014
Time Inc.  June 2013 - August 2013
Cross Pixel Media  November 2012 - April 2013
TMC  May 2012 - August 2012
Private Client Resources, LLC   May 2011 - August 2012

Skills
Social Media, PowerPoint, Event Planning, Customer Service, Social Media Marketing, Marketing, Business Development, Digital Media, Press Releases

Education
Manhattan College   2011 — 2013
Bachelor of Science (BS), Marketing Major and Computer Information Systems Minor

University of Rhode Island   2009 — 2011
Business

John Papachristou, MSF John Papachristou, MSF Greater New York City Area Details
John Papachristou, MSF's Private Client Resources, LLC Experience April 2011 - June 2014
Job Lead Analyst, ALLL COE at GE Capital
Industry Financial Services
Experience
GE Capital  September 2014 - Present
Private Client Resources, LLC   April 2011 - June 2014
Southern Connecticut State University ADASTRA Investment Club   January 2010 - May 2010

Skills
Microsoft Office, Bloomberg, SQL Server, Portfolio Management, Excel, Analysis, Microsoft Excel, Microsoft SQL Server, Mutual Funds, Risk Management, Investments, Financial Reporting, Investment Strategies, Hedge Funds, Alternative Investments, Financial Modeling, Asset Management, Asset Allocation, Financial Analysis

Education
Fairfield University   2011 — 2013
Masters of Science in Finance, Finance

Southern Connecticut State University   2006 — 2010
Bachelors, Finance

Matthew Nova Matthew Nova Englewood, New Jersey Details
Matthew Nova's Private Client Resources, LLC Experience August 2011 - Present
Job Operations Analysis Intern at Private Client Rescources
Industry Financial Services
Experience
The Child & Family Guidance Center   February 2012 - Present
Private Client Resources, LLC   August 2011 - Present
Sacred Heart University  September 2008 - Present
Rehabilitation Network Program   May 2011 - August 2011
Sacred Heart University  May 2009 - August 2011

Education
Sacred Heart University   2008 — 2012
Bachelor of Science, Psychology

Jennifer Provost Jennifer Provost Ansonia, Connecticut Details
Jennifer Provost's Private Client Resources, LLC Experience September 2007 - April 2015
Job Senior Manager, Implementation Consulting at Archway Technology Partners, LLC
Industry Financial Services
Experience
Archway Technology Partners, LLC  April 2015 - Present
Private Client Resources, LLC   September 2007 - April 2015
Cigna  July 2006 - August 2007
Evaluation Associates  June 2001 - June 2006

Skills
Equities, Bloomberg, Alternative Investments, Fixed Income, Process Improvement, Hedge Funds, Asset Allocation, Mutual Funds, Portfolio Management, Securities, Wealth Management, Private Equity, Investment Strategies, Investments, Asset Management, Business Analysis, Client Services

Education
Southern NH University   1997 — 2001
Bachelor of Science, Economics and Finance