Private Investment Company
Description
A private equity firm is an investment management company that provides financial backing and makes investments in the private equity of startup or operating companies through a variety of loosely affiliated investment strategies including leveraged buyout, venture capital, and growth capital.
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22 Private Investment Company employees in database. Find out everything there's to know about Private Investment Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Private Investment Company Employees
Employee
Years
Job
Industry
Ken Boggs Ken Boggs's Private Investment Company Experience September 2014 - Present
Job Private Investment Company
Industry Financial Services
Experience
Private Investment Company September 2014 - Present
Academy Bank May 2013 - March 2014
First American State Bank December 2011 - May 2013
Bank of Choice April 2006 - October 2011
Commercial Federal Bank April 1994 - March 2005
Skills
Team Leadership, Commercial Lending, Credit, Fixed Annuities, Commercial Banking, Banking, Commercial Real Estate..., Risk Management, Loan Origination, Loans, Finance, Financial Analysis, Small Business Lending, Portfolio Management, Credit Analysis, Due Diligence, Commercial Real Estate, Project Finance, Real Estate, Credit Risk, Mortgage Lending, Consumer Lending, Mortgage Banking, Lines Of Credit, Cash Management, Treasury Management, Underwriting, Relationship Management, Investments, Executive Management, Commercial Mortgages, Financial Services
Education
Colorado State University 1985 — 1989
BS, Business Administration
University of Colorado Denver 1990 — 1993
MBA, Finance
Graduate School of Banking at Colorado 2007 — 2008
Private Investment Company September 2014 - Present
Academy Bank May 2013 - March 2014
First American State Bank December 2011 - May 2013
Bank of Choice April 2006 - October 2011
Commercial Federal Bank April 1994 - March 2005
Skills
Team Leadership, Commercial Lending, Credit, Fixed Annuities, Commercial Banking, Banking, Commercial Real Estate..., Risk Management, Loan Origination, Loans, Finance, Financial Analysis, Small Business Lending, Portfolio Management, Credit Analysis, Due Diligence, Commercial Real Estate, Project Finance, Real Estate, Credit Risk, Mortgage Lending, Consumer Lending, Mortgage Banking, Lines Of Credit, Cash Management, Treasury Management, Underwriting, Relationship Management, Investments, Executive Management, Commercial Mortgages, Financial Services
Education
Colorado State University 1985 — 1989
BS, Business Administration
University of Colorado Denver 1990 — 1993
MBA, Finance
Graduate School of Banking at Colorado 2007 — 2008
Keri Shaver Keri Shaver's Private Investment Company Experience October 2011 - March 2012
Job VP, Digital Experience at DMD Marketing Corp.
Industry Pharmaceuticals
Experience
DMD Marketing Corp. May 2015 - Present
HyperPointe™ September 2014 - May 2015
Qforma, Inc. March 2012 - September 2014
Private Investment Company October 2011 - March 2012
Wyckoff Kitchen February 2010 - March 2012
Veeva Systems November 2009 - February 2010
Target Rx (Symphony Health Solutions) August 2006 - November 2009
Skila, a Sela2 Company January 2005 - August 2006
Skila May 1996 - January 2005
Magic Solutions April 1994 - May 1996
Skills
Business Development, Pharmaceutical Industry, Segmentation, Market Research, Sales, Analytics, Management, Product Launch, Cross-functional Team..., Account Management, Product Management, Market Analysis, Key Account Management, Competitive Analysis, CRM, Competitive Intelligence, Product Marketing, Sales Operations, Strategic Partnerships, Sales Effectiveness, Pharmaceutical Sales, Oncology, Strategy, Marketing Strategy, Project Planning, Salesforce.com, Start-ups, Medical Devices, Selling, Customer Insight, Managed Care, Multi-channel Marketing, Leadership, Marketing, Biotechnology, Strategic Planning, New Business Development
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Business
University of Rhode Island 1984 — 1988
Bachelor of Science (B.S.), Marketing
Ramapo High School
DMD Marketing Corp. May 2015 - Present
HyperPointe™ September 2014 - May 2015
Qforma, Inc. March 2012 - September 2014
Private Investment Company October 2011 - March 2012
Wyckoff Kitchen February 2010 - March 2012
Veeva Systems November 2009 - February 2010
Target Rx (Symphony Health Solutions) August 2006 - November 2009
Skila, a Sela2 Company January 2005 - August 2006
Skila May 1996 - January 2005
Magic Solutions April 1994 - May 1996
Skills
Business Development, Pharmaceutical Industry, Segmentation, Market Research, Sales, Analytics, Management, Product Launch, Cross-functional Team..., Account Management, Product Management, Market Analysis, Key Account Management, Competitive Analysis, CRM, Competitive Intelligence, Product Marketing, Sales Operations, Strategic Partnerships, Sales Effectiveness, Pharmaceutical Sales, Oncology, Strategy, Marketing Strategy, Project Planning, Salesforce.com, Start-ups, Medical Devices, Selling, Customer Insight, Managed Care, Multi-channel Marketing, Leadership, Marketing, Biotechnology, Strategic Planning, New Business Development
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Business
University of Rhode Island 1984 — 1988
Bachelor of Science (B.S.), Marketing
Ramapo High School
Shari Lynn Auer's Private Investment Company Experience July 2013 - July 2014
Job Practice Assistant at Kirkland & Ellis LLP
Industry Legal Services
Experience
Kirkland & Ellis LLP November 2014 - Present
Private Investment Company July 2013 - July 2014
Kelley Drye & Warren, LLP April 2006 - July 2013
Brown Raysman Millstein Felder & Steiner May 1999 - April 2006
White & Case 1995 - 1999
Sills Cummis & Gross P.C. 1989 - 1995
Riker Danzig Scherer Hyland & Perretti LLP 1986 - 1989
Graham Curtin 1982 - 1986
Skills
Intellectual Property, Trademarks, Litigation, Licensing, Legal Research, Commercial Litigation, Legal Writing, Corporate Law, Litigation Support, Copyright Law, Civil Litigation, Bankruptcy, Legal Assistance, Document Review, Pleadings, Courts, Trials, Arbitration, Appeals, Mediation
Education
Raritan Valley Community College
Business Law I and Business Law II, Sociology, Psychology
Raritan Valley Community College
Business Law
Kirkland & Ellis LLP November 2014 - Present
Private Investment Company July 2013 - July 2014
Kelley Drye & Warren, LLP April 2006 - July 2013
Brown Raysman Millstein Felder & Steiner May 1999 - April 2006
White & Case 1995 - 1999
Sills Cummis & Gross P.C. 1989 - 1995
Riker Danzig Scherer Hyland & Perretti LLP 1986 - 1989
Graham Curtin 1982 - 1986
Skills
Intellectual Property, Trademarks, Litigation, Licensing, Legal Research, Commercial Litigation, Legal Writing, Corporate Law, Litigation Support, Copyright Law, Civil Litigation, Bankruptcy, Legal Assistance, Document Review, Pleadings, Courts, Trials, Arbitration, Appeals, Mediation
Education
Raritan Valley Community College
Business Law I and Business Law II, Sociology, Psychology
Raritan Valley Community College
Business Law
Faith Busby's Private Investment Company Experience January 2015 - Present
Job Personal Assistant at Private Investment Company
Industry Real Estate
Experience
Private Investment Company January 2015 - Present
Berkshire Hathaway Home Services December 2013 - August 2014
Coastal Hideaways, Inc. January 2013 - December 2013
Hyatt Hotels Corporation June 2011 - September 2012
Skills
Customer Service, Hospitality, Interior Design, Real Estate, Property Management, Marketing, Vacation Homes, Vacation Rental, Sales, Home Staging, Public Relations, Process Scheduler, Maintainance, Residential Homes, Executive Office..., Executive..., Early Childhood..., Fitness Instruction, Administrative...
Education
Chaminade University of Honolulu 2008 — 2010
Interior Design
California State University-Monterey Bay 2006 — 2008
Communications
Private Investment Company January 2015 - Present
Berkshire Hathaway Home Services December 2013 - August 2014
Coastal Hideaways, Inc. January 2013 - December 2013
Hyatt Hotels Corporation June 2011 - September 2012
Skills
Customer Service, Hospitality, Interior Design, Real Estate, Property Management, Marketing, Vacation Homes, Vacation Rental, Sales, Home Staging, Public Relations, Process Scheduler, Maintainance, Residential Homes, Executive Office..., Executive..., Early Childhood..., Fitness Instruction, Administrative...
Education
Chaminade University of Honolulu 2008 — 2010
Interior Design
California State University-Monterey Bay 2006 — 2008
Communications
Ryan Melchior's Private Investment Company Experience January 2008 - August 2008
Job Vice President, Asset Management at Red Tail Acquisitions
Industry Commercial Real Estate
Experience
Red Tail Acquisitions January 2013 - Present
Colliers-International November 2011 - December 2012
Grubb & Ellis August 2011 - November 2011
Grubb & Ellis August 2008 - August 2011
Private Investment Company January 2008 - August 2008
Skills
Real Estate, Asset Management, Real Estate Transactions, Leases, Property Management, Disposition, Sales, Location Intelligence, Real Estate Development, Tenant Representation, Strategic Planning, Brokerage, Contract Negotiation, Negotiation, Real Estate Economics, Lease Negotiations, Acquisitions, Investments, Argus Modeling, Marketing Strategy, Market Analysis, Acquistions, Business Development, Research, Market Research, Real Estate Financing, Asset Managment, Tenant Placement, Dispositions, Financial Analysis, PowerPoint, Microsoft Technologies, Microsoft Word, Microsoft Excel, Site Selection, Real Estate Finance, Microsoft programs, Excel, Word, Commercial Real Estate
Education
Colorado State University 2002 — 2007
Heritage High School 1998 — 2001
Red Tail Acquisitions January 2013 - Present
Colliers-International November 2011 - December 2012
Grubb & Ellis August 2011 - November 2011
Grubb & Ellis August 2008 - August 2011
Private Investment Company January 2008 - August 2008
Skills
Real Estate, Asset Management, Real Estate Transactions, Leases, Property Management, Disposition, Sales, Location Intelligence, Real Estate Development, Tenant Representation, Strategic Planning, Brokerage, Contract Negotiation, Negotiation, Real Estate Economics, Lease Negotiations, Acquisitions, Investments, Argus Modeling, Marketing Strategy, Market Analysis, Acquistions, Business Development, Research, Market Research, Real Estate Financing, Asset Managment, Tenant Placement, Dispositions, Financial Analysis, PowerPoint, Microsoft Technologies, Microsoft Word, Microsoft Excel, Site Selection, Real Estate Finance, Microsoft programs, Excel, Word, Commercial Real Estate
Education
Colorado State University 2002 — 2007
Heritage High School 1998 — 2001
Bethany Marier Bethany Marier's Private Investment Company Experience October 2007 - November 2011
Job HR Consultant
Industry Oil & Energy
Experience
NextEra Energy, Inc. October 2013 - Present
Gexa Energy February 2012 - October 2013
Private Investment Company October 2007 - November 2011
Concord Hospital October 2005 - October 2007
Concord Family YMCA September 2004 - October 2005
Concord Family YMCA April 2001 - September 2004
Education
Plymouth State University 2010 — 2011
Master of Business Administration (M.B.A.)
University of New Hampshire 2004 — 2007
Bachelor's Degree, Business Administration and Management, General
Merrimack Valley High School 1999 — 2003
High School
NextEra Energy, Inc. October 2013 - Present
Gexa Energy February 2012 - October 2013
Private Investment Company October 2007 - November 2011
Concord Hospital October 2005 - October 2007
Concord Family YMCA September 2004 - October 2005
Concord Family YMCA April 2001 - September 2004
Education
Plymouth State University 2010 — 2011
Master of Business Administration (M.B.A.)
University of New Hampshire 2004 — 2007
Bachelor's Degree, Business Administration and Management, General
Merrimack Valley High School 1999 — 2003
High School
Drew M Christensen Drew M Christensen's Private Investment Company Experience June 2010 - Present
Job Engineer
Industry Airlines/Aviation
Experience
Northrop Grumman Corporation November 2014 - Present
Private Investment Company June 2010 - Present
B/E Aerospace July 2013 - October 2014
Boeing Company June 2007 - July 2013
Skills
Engineering, Mechanical Engineering, CAD, Systems Engineering, Spacecraft, System Design, Project Management, Financial Analysis, Quantitative Risk..., Pro Engineer, Unigraphics, Teamcenter, Oracle Agile PLM, Microsoft Office, Earned Value Management, Active DoD Secret..., Satellite, Integration, Lean Manufacturing, Testing, Cross-functional Team..., Program Management, Aerospace, Engineering Management, Project Planning, Systems Design, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Finance, General
University of Southern California
MS, Systems Architecting and Engineering
California Institute of Technology
Certificate, Systems Engineering
California Institute of Technology
Certificate, Project Management
Loyola Marymount University
Mechanical Engineering
Northrop Grumman Corporation November 2014 - Present
Private Investment Company June 2010 - Present
B/E Aerospace July 2013 - October 2014
Boeing Company June 2007 - July 2013
Skills
Engineering, Mechanical Engineering, CAD, Systems Engineering, Spacecraft, System Design, Project Management, Financial Analysis, Quantitative Risk..., Pro Engineer, Unigraphics, Teamcenter, Oracle Agile PLM, Microsoft Office, Earned Value Management, Active DoD Secret..., Satellite, Integration, Lean Manufacturing, Testing, Cross-functional Team..., Program Management, Aerospace, Engineering Management, Project Planning, Systems Design, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Finance, General
University of Southern California
MS, Systems Architecting and Engineering
California Institute of Technology
Certificate, Systems Engineering
California Institute of Technology
Certificate, Project Management
Loyola Marymount University
Mechanical Engineering
Alexander Veytsman Alexander Veytsman's Private Investment Company Experience June 2014 - Present
Job Senior Research Associate at Sanford C. Bernstein
Industry Investment Management
Experience
Private Investment Company June 2014 - Present
Barclays May 2012 - May 2014
Sanford C. Bernstein August 2010 - May 2012
American Express July 2010 - August 2010
American Express July 2008 - June 2010
American Express May 2006 - June 2008
Education
Yale University - Yale School of Management 2005 — 2007
MBA, Finance and Investment Management
Harvard University 1998 — 2002
B.A., Economics
Private Investment Company June 2014 - Present
Barclays May 2012 - May 2014
Sanford C. Bernstein August 2010 - May 2012
American Express July 2010 - August 2010
American Express July 2008 - June 2010
American Express May 2006 - June 2008
Education
Yale University - Yale School of Management 2005 — 2007
MBA, Finance and Investment Management
Harvard University 1998 — 2002
B.A., Economics
Andrew Winters Andrew Winters's Private Investment Company Experience 2012 - 2012
Job Administrative Associate at Valley Forge Wealth Mgt, Inc.
Industry Financial Services
Experience
Valley Forge Wealth Mgt, Inc. 2014 - Present
Various Firms 2013 - 2014
Private Investment Company 2012 - 2012
Philadelphia Municipal Court 2011 - 2012
The Connelly Firm, P.C. May 2011 - December 2011
First Judicial District of Pennsylvania 2010 - 2010
Commonwealth Magistrates' and Judges' Association 2008 - 2008
Education
Temple University - James E. Beasley School of Law 2009 — 2012
Juris Doctor (JD)
Ursinus College 2005 — 2009
Bachelor of Arts (BA), Politics, Finance, Cum Laude
Loyalsock Twp High School 2001 — 2005
Valley Forge Wealth Mgt, Inc. 2014 - Present
Various Firms 2013 - 2014
Private Investment Company 2012 - 2012
Philadelphia Municipal Court 2011 - 2012
The Connelly Firm, P.C. May 2011 - December 2011
First Judicial District of Pennsylvania 2010 - 2010
Commonwealth Magistrates' and Judges' Association 2008 - 2008
Education
Temple University - James E. Beasley School of Law 2009 — 2012
Juris Doctor (JD)
Ursinus College 2005 — 2009
Bachelor of Arts (BA), Politics, Finance, Cum Laude
Loyalsock Twp High School 2001 — 2005
Polly Kimmel's Private Investment Company Experience April 2005 - Present
Job Executive Assistant at a private investment company
Industry Financial Services
Experience
Private Investment Company April 2005 - Present
Tacoma First Nations Gathering 2009 - 2014
Rising Above Conference October 2011 - June 2012
American Heart Association April 2008 - October 2008
Jim Cummins Studio 1998 - 2005
Skills
Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Event Planning, Event Management, Social Media, Strategic Planning, Project Management, Accounting, Fundraising, Budgets, Access, Team Leadership, Account Management, System Administration, Leadership, Negotiation
Education
Seattle Pacific University
Vashon High School
Private Investment Company April 2005 - Present
Tacoma First Nations Gathering 2009 - 2014
Rising Above Conference October 2011 - June 2012
American Heart Association April 2008 - October 2008
Jim Cummins Studio 1998 - 2005
Skills
Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Event Planning, Event Management, Social Media, Strategic Planning, Project Management, Accounting, Fundraising, Budgets, Access, Team Leadership, Account Management, System Administration, Leadership, Negotiation
Education
Seattle Pacific University
Vashon High School
Vincent Costantino Vincent Costantino's Private Investment Company Experience May 2014 - Present
Job CFO at Private Investment Company
Industry Executive Office
Experience
Private Investment Company May 2014 - Present
Tridien Medical June 2008 - May 2014
CRH/Oldcastle Materials Group May 2007 - June 2008
The Stanley Works 2004 - 2007
Duferco July 1993 - October 2004
Time Inc./Time Distribution Services December 1992 - July 1993
KPMG May 1990 - December 1992
Skills
Steel, Forecasting, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Cost Accounting, Manufacturing, Consolidation, Internal Controls, Budgets, Supply Chain, Acquisition Integration, Executive Management, Accounting, Managerial Finance, Process Improvement, Business Strategy, Cross-functional Team..., Financial Modeling, Start-ups, Strategic Planning, Business Planning, Strategic Financial..., Risk Management, Strategy, Auditing, Leadership, Change Management, P&L Management, Operations Management, Due Diligence, Business Process..., Management Consulting, Sarbanes-Oxley Act, Finance, Management, Divestitures, ERP, Corporate Development, P&L
Education
Adelphi University 1987 — 1990
BBA
Private Investment Company May 2014 - Present
Tridien Medical June 2008 - May 2014
CRH/Oldcastle Materials Group May 2007 - June 2008
The Stanley Works 2004 - 2007
Duferco July 1993 - October 2004
Time Inc./Time Distribution Services December 1992 - July 1993
KPMG May 1990 - December 1992
Skills
Steel, Forecasting, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Cost Accounting, Manufacturing, Consolidation, Internal Controls, Budgets, Supply Chain, Acquisition Integration, Executive Management, Accounting, Managerial Finance, Process Improvement, Business Strategy, Cross-functional Team..., Financial Modeling, Start-ups, Strategic Planning, Business Planning, Strategic Financial..., Risk Management, Strategy, Auditing, Leadership, Change Management, P&L Management, Operations Management, Due Diligence, Business Process..., Management Consulting, Sarbanes-Oxley Act, Finance, Management, Divestitures, ERP, Corporate Development, P&L
Education
Adelphi University 1987 — 1990
BBA
Frank Zirnkilton's Private Investment Company Experience 1988 - 1991
Job
Industry Venture Capital & Private Equity
Experience
Broad Reach Management September 2006 - Present
Metrologic Instruments 2006 - 2006
Arctic Slope Regional Corporation 1999 - 2004
Atlantic Aviation Corporation 1991 - 1998
Private Investment Company 1988 - 1991
FMC Technologies 1987 - 1988
FMC Technologies 1985 - 1987
FMC Technologies 1984 - 1985
FMC Technologies 1982 - 1984
FMC Technologies 1980 - 1982
Skills
Mergers, Private Equity, Strategic Planning, Managerial Finance, Risk Management, Investor Relations, Due Diligence, Financial Modeling, Valuation, Restructuring, Corporate Finance, Financial Analysis, Joint Ventures, Executive Management, M, Management, Mergers, Negotiation, Financial Reporting, Finance, Corporate Development, Acquisition Integration, Accounting, Divestitures, International Business, Venture Capital, Investments, Alternative Investments, Investment Banking, Strategy, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1977 — 1979
M.B.A.
University of Virginia 1973 — 1977
B.S.
The Lawrenceville School 1970 — 1973
H.S.
Broad Reach Management September 2006 - Present
Metrologic Instruments 2006 - 2006
Arctic Slope Regional Corporation 1999 - 2004
Atlantic Aviation Corporation 1991 - 1998
Private Investment Company 1988 - 1991
FMC Technologies 1987 - 1988
FMC Technologies 1985 - 1987
FMC Technologies 1984 - 1985
FMC Technologies 1982 - 1984
FMC Technologies 1980 - 1982
Skills
Mergers, Private Equity, Strategic Planning, Managerial Finance, Risk Management, Investor Relations, Due Diligence, Financial Modeling, Valuation, Restructuring, Corporate Finance, Financial Analysis, Joint Ventures, Executive Management, M, Management, Mergers, Negotiation, Financial Reporting, Finance, Corporate Development, Acquisition Integration, Accounting, Divestitures, International Business, Venture Capital, Investments, Alternative Investments, Investment Banking, Strategy, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1977 — 1979
M.B.A.
University of Virginia 1973 — 1977
B.S.
The Lawrenceville School 1970 — 1973
H.S.
Alain Miquelon's Private Investment Company Experience February 2007 - July 2007
Job President and Chief Executive Officer at TMX Group Montréal Exchange
Industry Financial Services
Experience
Montréal Exchange July 2009 - Present
Montréal Exchange August 2007 - June 2009
Private Investment Company February 2007 - July 2007
Mediagrif Interactive Technologies Inc. December 2004 - February 2007
Mediagrif Interactive Technologies Inc. January 2000 - November 2004
Memotec Communications Inc. January 1996 - December 1999
Scotia McLeod Inc. April 1992 - December 1995
Arthur Andersen & Co. September 1989 - April 1992
Skills
Options, Finance, Investment Banking, Equities, Auditing, Risk Management, Investments, Trading, Team Leadership, Management, Business Strategy, Strategy, Business Development, Capital Markets, Portfolio Management, Derivatives, Mergers, Financial Markets, Mergers & Acquisitions
Education
INSEAD 1994 — 1994
MBA, Business Administration
Université de Montréal - HEC Montréal 1986 — 1989
Montréal Exchange July 2009 - Present
Montréal Exchange August 2007 - June 2009
Private Investment Company February 2007 - July 2007
Mediagrif Interactive Technologies Inc. December 2004 - February 2007
Mediagrif Interactive Technologies Inc. January 2000 - November 2004
Memotec Communications Inc. January 1996 - December 1999
Scotia McLeod Inc. April 1992 - December 1995
Arthur Andersen & Co. September 1989 - April 1992
Skills
Options, Finance, Investment Banking, Equities, Auditing, Risk Management, Investments, Trading, Team Leadership, Management, Business Strategy, Strategy, Business Development, Capital Markets, Portfolio Management, Derivatives, Mergers, Financial Markets, Mergers & Acquisitions
Education
INSEAD 1994 — 1994
MBA, Business Administration
Université de Montréal - HEC Montréal 1986 — 1989
Anne Bodkin's Private Investment Company Experience February 2014 - Present
Job Operations Manager
Industry Marketing and Advertising
Experience
Private Investment Company February 2014 - Present
Manhattanville College September 2011 - June 2013
Linkstorm February 2010 - May 2011
BusinessWeek, The McGraw-Hill Companies 2003 - December 2009
Education
Middlebury College
Bachelor's degree
Baruch College
MBA, Marketing
Westchester Community College
TESOL Certification, Teaching English as a Second or Foreign Language/ESL Language Instructor
Private Investment Company February 2014 - Present
Manhattanville College September 2011 - June 2013
Linkstorm February 2010 - May 2011
BusinessWeek, The McGraw-Hill Companies 2003 - December 2009
Education
Middlebury College
Bachelor's degree
Baruch College
MBA, Marketing
Westchester Community College
TESOL Certification, Teaching English as a Second or Foreign Language/ESL Language Instructor
Jean Schick, CPA's Private Investment Company Experience May 2012 - Present
Job Controller at private investment company
Industry Investment Management
Experience
private investment company May 2012 - Present
Georgia Justice Project July 2010 - June 2015
Contractor August 2011 - April 2012
Menue Americas Corporation June 2010 - July 2011
CDC Software November 2009 - June 2010
Delcor USA December 2008 - August 2009
CDC Software November 2007 - November 2008
Cingular October 2004 - December 2006
SE Chapter of WICPA 1982 - 2006
Professional Dimensions 2001 - 2004
Skills
Financial Reporting, Accounts Receivable, Accounting, Mergers & Acquisitions, Program Management, Auditing
Education
Ripon College
BS, biology and math
University of Wisconsin-Milwaukee - Lubar School of Business
MS, Accounting
private investment company May 2012 - Present
Georgia Justice Project July 2010 - June 2015
Contractor August 2011 - April 2012
Menue Americas Corporation June 2010 - July 2011
CDC Software November 2009 - June 2010
Delcor USA December 2008 - August 2009
CDC Software November 2007 - November 2008
Cingular October 2004 - December 2006
SE Chapter of WICPA 1982 - 2006
Professional Dimensions 2001 - 2004
Skills
Financial Reporting, Accounts Receivable, Accounting, Mergers & Acquisitions, Program Management, Auditing
Education
Ripon College
BS, biology and math
University of Wisconsin-Milwaukee - Lubar School of Business
MS, Accounting
Thomas Felker, CFA's Private Investment Company Experience July 2003 - Present
Job Chief Investment Officer at Private Investment Company
Industry Individual & Family Services
Experience
Private Investment Company July 2003 - Present
The Investment Fund for Foundations October 1997 - June 2003
Fort James Corporation 1985 - 1997
Education
The College of William and Mary - The Mason School of Business 1990 — 1991
MBA
University of Virginia 1976 — 1980
Private Investment Company July 2003 - Present
The Investment Fund for Foundations October 1997 - June 2003
Fort James Corporation 1985 - 1997
Education
The College of William and Mary - The Mason School of Business 1990 — 1991
MBA
University of Virginia 1976 — 1980
Szabolcs Szalay's Private Investment Company Experience October 1993 - September 1999
Job Principal at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group 2010 - Present
MKB Bank Hungary September 2002 - June 2009
Accenture January 2000 - September 2002
private investment company October 1993 - September 1999
EMINENCIAS Consulting September 1990 - October 1993
Education
Purdue University - Krannert School of Management 2008 — 2009
Executive MBA
Interntional Training Center for Bankers 1998 — 1999
Cerified EFFAS Financial Analyst
Budapest University of Economic Sciences 1989 — 1996
MSc., Economics
The Boston Consulting Group 2010 - Present
MKB Bank Hungary September 2002 - June 2009
Accenture January 2000 - September 2002
private investment company October 1993 - September 1999
EMINENCIAS Consulting September 1990 - October 1993
Education
Purdue University - Krannert School of Management 2008 — 2009
Executive MBA
Interntional Training Center for Bankers 1998 — 1999
Cerified EFFAS Financial Analyst
Budapest University of Economic Sciences 1989 — 1996
MSc., Economics
Andrew Lee's Private Investment Company Experience 2013 - September 2014
Job Alternative Investments and business developement
Industry Financial Services
Experience
Cafaro Greenleaf 2015 - Present
Private Investment Company 2013 - September 2014
Wealth Management 2012 - 2013
SYW Capital 2008 - 2011
ISA Partners 2006 - 2008
Bear Stearns 1998 - 2006
ITT Avionics 1996 - 1998
Skills
Hedge Funds, Alternative Investments, Private Equity, Investment Management, Macro, Equities, Portfolio Management, Wealth Preservation..., Estate Planning, Global Tactical Asset..., Business Strategy, Series 7, Financial Structuring, Valuation, Options, Equity Research, Finance, Investments, Asset Managment, Wealth Management..., Strategy, Derivatives, Financial Services, Financial Modeling, Institutional..., Capital Markets, Fixed Income, Financial Advisory, Investment Advisory, Wealth Management, Investment Strategies, Hedging, Asset Allocation, Asset Management, Emerging Markets, Structured Products, Investment Banking, Securities, Capital
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance
Binghamton University
Bachelor's Degree, Mechanical Engineering
Stevens Institute of Technology
Master of Science (MS), Mechanical Engineering
Cafaro Greenleaf 2015 - Present
Private Investment Company 2013 - September 2014
Wealth Management 2012 - 2013
SYW Capital 2008 - 2011
ISA Partners 2006 - 2008
Bear Stearns 1998 - 2006
ITT Avionics 1996 - 1998
Skills
Hedge Funds, Alternative Investments, Private Equity, Investment Management, Macro, Equities, Portfolio Management, Wealth Preservation..., Estate Planning, Global Tactical Asset..., Business Strategy, Series 7, Financial Structuring, Valuation, Options, Equity Research, Finance, Investments, Asset Managment, Wealth Management..., Strategy, Derivatives, Financial Services, Financial Modeling, Institutional..., Capital Markets, Fixed Income, Financial Advisory, Investment Advisory, Wealth Management, Investment Strategies, Hedging, Asset Allocation, Asset Management, Emerging Markets, Structured Products, Investment Banking, Securities, Capital
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance
Binghamton University
Bachelor's Degree, Mechanical Engineering
Stevens Institute of Technology
Master of Science (MS), Mechanical Engineering
Jeff Lai's Private Investment Company Experience April 2007 - Present
Job Private Investor/Chief Legal Officer
Industry Legal Services
Experience
Angel Investor June 2010 - Present
Private Investment Company April 2007 - Present
The Walt Disney Company January 2005 - April 2007
E! Networks 1999 - 2004
Playboy Enterprises, Inc. 1991 - 1999
Skills
Digital Media, Entertainment, Licensing, Intellectual Property, Media & Entertainment, Entertainment Law, Copyright Law, New Media, Television, Contract Negotiation, Digital Distribution, Strategy, VOD, Broadcast, Start-ups, Strategic Partnerships, Content Strategy, Video, Strategic Planning, Film, Video Production
Education
UCLA
Doctor of Law (J.D.)
Angel Investor June 2010 - Present
Private Investment Company April 2007 - Present
The Walt Disney Company January 2005 - April 2007
E! Networks 1999 - 2004
Playboy Enterprises, Inc. 1991 - 1999
Skills
Digital Media, Entertainment, Licensing, Intellectual Property, Media & Entertainment, Entertainment Law, Copyright Law, New Media, Television, Contract Negotiation, Digital Distribution, Strategy, VOD, Broadcast, Start-ups, Strategic Partnerships, Content Strategy, Video, Strategic Planning, Film, Video Production
Education
UCLA
Doctor of Law (J.D.)
Melissa Cuda's Private Investment Company Experience April 2012 - Present
Job Student at Providence College
Industry Marketing and Advertising
Experience
Private Investment Company April 2012 - Present
Mystic Pizza January 2005 - May 2012
Signet Investment Advisory Group September 2009 - June 2010
Skills
Advertising, Social Media, Social Media Marketing, Photoshop, Microsoft Office
Education
Providence College
Master, Business Administration; Marketing Concentration, GPA: 3.75
Providence College 2005 — 2009
Bachelor of Science, Marketing
Private Investment Company April 2012 - Present
Mystic Pizza January 2005 - May 2012
Signet Investment Advisory Group September 2009 - June 2010
Skills
Advertising, Social Media, Social Media Marketing, Photoshop, Microsoft Office
Education
Providence College
Master, Business Administration; Marketing Concentration, GPA: 3.75
Providence College 2005 — 2009
Bachelor of Science, Marketing
Kevin J Coogan's Private Investment Company Experience 2003 - 2008
Job founder at zettacap
Industry Financial Services
Experience
Zettacap 2013 - Present
AmalgaMood 2011 - Present
BR Investimentos 2008 - 2011
Private Investment Company 2003 - 2008
JGP Asset Management 1998 - 2003
Banco Pactual 1996 - 1998
Banco Pactual 1995 - 1996
Skills
Data Analysis, Text Analytics, Data Mining, Project Management, Quantitative Analysis, Entrepreneurialism, Hedge Funds, Private Equity, Venture Capital, Asset Management, Equities, Big Data, Business Planning, Emerging Markets, Entrepreneurship, Equity Capital Markets, Corporate Finance, Derivatives, Valuation, Investments, Trading, Economics, Start-ups, Investment Banking, Fixed Income, Equity Trading, Portfolio Management, Financial Modeling, Alternative Investments, Equity Research, Capital Markets, Investment Management, Structured Finance, Quantitative Analytics, Financial Analysis, Finance, Financial Markets, Quantitative Finance, Data Analytics, Financial Structuring, Equity Derivatives, Fund Of Funds, Bloomberg, Structured Products, Proprietary Trading, Electronic Trading, Investment Strategies, Trading Systems, Options, Commodity
Education
Harvard Law School, Program on Negotiation 2009 — 2009
Certificate, Teaching Negotiation in the Organization
University of South Carolina - Darla Moore School of Business 1993 — 1995
MBA / MIBS, International Finance
University of Richmond - Robins School of Business 1988 — 1992
BS, Business Administration, Finance
Cherry Hill High School East 1984 — 1988
HS
Paco Nathan Machine Learning Course
Zettacap 2013 - Present
AmalgaMood 2011 - Present
BR Investimentos 2008 - 2011
Private Investment Company 2003 - 2008
JGP Asset Management 1998 - 2003
Banco Pactual 1996 - 1998
Banco Pactual 1995 - 1996
Skills
Data Analysis, Text Analytics, Data Mining, Project Management, Quantitative Analysis, Entrepreneurialism, Hedge Funds, Private Equity, Venture Capital, Asset Management, Equities, Big Data, Business Planning, Emerging Markets, Entrepreneurship, Equity Capital Markets, Corporate Finance, Derivatives, Valuation, Investments, Trading, Economics, Start-ups, Investment Banking, Fixed Income, Equity Trading, Portfolio Management, Financial Modeling, Alternative Investments, Equity Research, Capital Markets, Investment Management, Structured Finance, Quantitative Analytics, Financial Analysis, Finance, Financial Markets, Quantitative Finance, Data Analytics, Financial Structuring, Equity Derivatives, Fund Of Funds, Bloomberg, Structured Products, Proprietary Trading, Electronic Trading, Investment Strategies, Trading Systems, Options, Commodity
Education
Harvard Law School, Program on Negotiation 2009 — 2009
Certificate, Teaching Negotiation in the Organization
University of South Carolina - Darla Moore School of Business 1993 — 1995
MBA / MIBS, International Finance
University of Richmond - Robins School of Business 1988 — 1992
BS, Business Administration, Finance
Cherry Hill High School East 1984 — 1988
HS
Paco Nathan Machine Learning Course
Steven Milewicz's Private Investment Company Experience September 2011 - Present
Job General Counsel, Senior Business Executive
Industry Construction
Experience
Private Investment Company September 2011 - Present
RailWorks Corporation November 2007 - May 2011
Atlantic Hoisting & Scaffolding 1999 - May 2011
Atlantic Hoisting & Scaffolding August 2006 - October 2007
Atlantic Heydt Corporation August 1999 - August 2005
M/A Structured Finance October 1997 - August 1999
Montenay International Corp. September 1995 - October 1997
NY State Housing Finance, NY State Medical Care Finance, SONYMA August 1994 - August 1995
Ladenburg Thalmann June 1991 - April 1994
JWP Energy & Environment January 1988 - June 1991
Skills
Construction Law, General Corporate..., Employment Law, Real Estate Development, Energy & Environment, EEOC, In-house Legal
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Finance
Hofstra University School of Law 1982 — 1984
JD, Law
Brandeis University 1978 — 1982
BA, Economics
Private Investment Company September 2011 - Present
RailWorks Corporation November 2007 - May 2011
Atlantic Hoisting & Scaffolding 1999 - May 2011
Atlantic Hoisting & Scaffolding August 2006 - October 2007
Atlantic Heydt Corporation August 1999 - August 2005
M/A Structured Finance October 1997 - August 1999
Montenay International Corp. September 1995 - October 1997
NY State Housing Finance, NY State Medical Care Finance, SONYMA August 1994 - August 1995
Ladenburg Thalmann June 1991 - April 1994
JWP Energy & Environment January 1988 - June 1991
Skills
Construction Law, General Corporate..., Employment Law, Real Estate Development, Energy & Environment, EEOC, In-house Legal
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Finance
Hofstra University School of Law 1982 — 1984
JD, Law
Brandeis University 1978 — 1982
BA, Economics