private investment firm

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private investment firm Employees

Employee
Years
Job
Industry
Irene Pylypenko Irene Pylypenko Montreal, Canada Area Details
Irene Pylypenko's private investment firm Experience 2009 - 2013
Job Better healthcare through technology
Industry Hospital & Health Care
Experience
PetalMD   July 2015 - Present
Hacking Health  February 2013 - Present
Vain Pursuits   October 2014 - April 2015
FounderDating  November 2012 - November 2014
Flora&Leo   March 2013 - March 2014
private investment firm   2009 - 2013
McGill University  2010 - 2012
TEDxMcGill  August 2011 - November 2011
McGill University  2010 - 2011
WorldReach Software   October 2008 - March 2010

Skills
Entrepreneurship, Business Development, Market Research, Software Development, Bioinformatics, R, Early-stage Startups, Data Analysis, Growth Hacking, Management, Analysis, Investments, Data Science, Project Management, Start-ups, Negotiation, Training, Finance, Leadership, Real Estate, Business Strategy, E-commerce, Python

Education
McGill University
MSc., BioInformatics

The University of Western Ontario
H.BSc., BioInformatics (Computer Science/Biochemistry)

Josh Toedt Josh Toedt Las Vegas, Nevada Area Details
Josh Toedt's private investment firm Experience June 2008 - July 2008
Job CoFounder at Trailermade
Industry Health, Wellness and Fitness
Experience
Trailermade   November 2014 - Present
Cyclelogical   February 2011 - Present
SFC Denver   October 2009 - Present
Tessemae's All Natural  February 2014 - November 2014
Tessemae's All Natural  October 2013 - November 2014
Tessemae's All Natural  January 2013 - October 2013
Honest Tea  September 2011 - January 2013
FONA International  July 2009 - October 2010
Global Green Detailing   July 2008 - August 2009
Private Investment Firm   June 2008 - July 2008

Skills
innovative, Go-getter attitude, self starter, honest, Sincere, Passionate about work, Fast Learner, Team Leader, creative, Photoshop, Illustrator, entrepreneur, MS Word, MS excel, PowerPoint, Presentations, Graphic Design, Product Design, Product Development, Success Driven, Food & Beverage, flavorist, health and wellness, Entrepreneurship, Event Management, Social Media, Strategy, Social Media Marketing, Retail, Event Planning, Brand Development

Education
Ashford University   2011 — 2013
Forbes Business School, Entrepreneurship

Red Rocks Community College   2010 — 2011
Graphic Arts

Brooke Bates Brooke Bates Greater Seattle Area Details
Brooke Bates's private investment firm Experience August 2011 - September 2013
Job Personal Assistant at Brooke & Penner
Industry Design
Experience
Brooke & Penner   June 2014 - Present
Gold's Gym Northwest  September 2013 - June 2014
Private Investment Firm   August 2011 - September 2013

Skills
Outlook, Fitness, Office Management, Customer Service, PowerPoint, Data Entry, Event Planning, Microsoft Word, Microsoft Office, Administrative..., Time Management, Administration, Office Administration, Spreadsheets

Education
Bellevue College
Associate's degree, Business Administration and Management, General

Sam Heffernan Sam Heffernan Bedford Hills, New York Details
Sam Heffernan's private investment firm Experience July 2014 - Present
Job Student at Princeton University
Industry Financial Services
Experience
Private Investment Firm   July 2014 - Present
Goldman Sachs  June 2013 - August 2013
MBF Clearing Corp.  July 2012 - August 2012
Highbridge Capital Management  June 2011 - July 2011

Education
Princeton University   2010 — 2014
Bachelor's degree, Economics

Hackley School   2003 — 2010

Dennis Rider Dennis Rider Vancouver, Canada Area Details
Dennis Rider's private investment firm Experience October 2009 - March 2010
Job Accounts Payable Associate at Raymond James Ltd. and has passed all three levels of the CFA Program
Industry Accounting
Experience
Raymond James Ltd.  June 2011 - Present
ALS Group  November 2010 - June 2011
Private Investment Firm   October 2009 - March 2010
SFU  September 2008 - December 2008
Financial Institutions Commission of BC   September 2007 - December 2007

Skills
Capital Markets, Financial Analysis, Accounting, Financial Reporting, Investments, Analysis, Financial Risk, Finance, Portfolio Management, Auditing, Microsoft Excel, Financial Modeling

Education
Simon Fraser University   2006 — 2009
BBA(1st Class Honors), Finance

The University of British Columbia
Various Accounting Courses

Kelly Allison Kelly Allison Houston, Texas Details
Kelly Allison's private investment firm Experience October 2006 - August 2009
Job SalesForce.com Administator
Industry Information Technology and Services
Experience
Independent Contractor  April 2013 - Present
Derrick Equipment Company  January 2012 - April 2013
The Princeton Review  August 2009 - January 2012
Private Investment Firm   October 2006 - August 2009
American General Finance  May 2003 - October 2006

Skills
Project Implementation, Organizational Change, Higher Education, Change Management, Staff Development, Policy, Fundraising, Public Speaking, Coaching, Event Planning, Marketing, Customer Service, Training, Project Management, Outlook, Team Building, Strategic Planning, Event Management

Education
Portland State University - School of Business   1997 — 2002
Business Administraton, Finance

Dominick Merlucci Dominick Merlucci Greater New York City Area Details
Dominick Merlucci's private investment firm Experience February 2010 - November 2010
Job Vice President 401(k) Wholesaler at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2012 - Present
Fidelity Investments  July 2011 - April 2012
Ameriprise Financial  November 2010 - June 2011
Private Investment Firm   February 2010 - November 2010
Leading Regional Contracting Company   July 2008 - February 2010
OppenheimerFunds  April 2005 - July 2008

Skills
Financial Planning, Presenter, Client Development, Direct Sales, Sales Process, Inside Sales, Financial Analysis, Sales Presentations, Group Presentations, Wholesale Sales, Wholesaling

Education
Salisbury University - Perdue School of Business   2000 — 2004

Collin Geringer Collin Geringer Greater St. Louis Area Details
Collin Geringer's private investment firm Experience June 2014 - Present
Job Analyst at private investment firm
Industry Investment Management
Experience
Private Investment Firm   June 2014 - Present
Missouri State University  August 2012 - June 2014
Federal Reserve Bank of Kansas City  May 2013 - August 2013
Great Southern Bank  August 2011 - July 2012
Scott Morse Farm   May 2007 - August 2011
Missouri State University  August 2010 - December 2010

Skills
PowerPoint, Project Planning, Management, Microsoft Excel, Time Management, Financial Analysis, Oral & Written..., Finance, Risk Management, Access, Teamwork, Accounting, Microsoft Office, Written Communication

Education
Missouri State University   2012 — 2014
Master of Business Administration (MBA), Finance

Missouri State University   2009 — 2012
Bachelor of Science (B.S.), Finance, 3.99

Andrew Waldson Andrew Waldson Arlington, Texas Details
Andrew Waldson's private investment firm Experience April 2014 - Present
Job Retirement Solutions Representative
Industry Financial Services
Experience
Private Investment Firm   April 2014 - Present
ARAMARK Healthcare  February 2013 - April 2014
Sushi Zushi Inc.  September 2011 - February 2013
Outback Steakhouse  September 2010 - September 2011
Razzoo's Cajun Cafe  March 2009 - August 2010
Outback Steakhouse  July 2003 - March 2009

Skills
Management, Food Service, Sales&Marketing, Customer Satisfaction, Menu Development, Restaurants, Food, Wine, Retail, Sales, Alcoholic Beverages, Beer, Restaurant Management, Catering, Food & Beverage, Fine Dining

Education
El Centro College   2003 — 2007
Associate of Arts and Sciences (AAS), Culinary Arts/Chef Training

Texas A&M University   1999 — 2000
Business Finance

Ross Chestnut Ross Chestnut Greater New York City Area Details
Ross Chestnut's private investment firm Experience March 2012 - Present
Job IT Administrator at Private Investment Firm
Industry Insurance
Experience
Private Investment Firm   March 2012 - Present
Coface North America  September 2009 - December 2012
The ONeil Search Group  June 2003 - December 2008
DeNovo Legal  May 2006 - August 2006
Kirkland & Ellis  May 2005 - August 2005

Skills
Microsoft Office, Adobe Acrobat, Sales, Social Media, Marketing Strategy, Marketing Communications, Insurance, Advertising, Recruiting, Human Resources, Teamwork, Training, Business Development, Management, Customer Service, Information Technology, Technical Support, Microsoft Excel, Networking

Education
Syracuse University   2005 — 2009
Information Service and Technology

Baruch College Campus High School   2001 — 2005

Kathleen Glowacki Kathleen Glowacki Wooster, Ohio Details
Kathleen Glowacki's private investment firm Experience June 2014 - August 2014
Job Retirement Consulting Intern at Commonwealth Financial Network
Industry Capital Markets
Experience
Commonwealth Financial Network  May 2015 - August 2015
Private Investment Firm   June 2014 - August 2014
Law Offices of Attorney Alan Rosenfield   August 2010 - August 2013
Life-Tech Ventures   July 2010 - August 2012

Skills
Microsoft Word, Microsoft Excel, Stata, Economic Research, Economic Modeling, Economic Policy, Regression Testing, Regression Analysis, Data Analysis, Descriptive Analysis, Statistics, Teamwork, PowerPoint, Editing, Social Media, Public Speaking, Legal Writing, Microsoft Office

Education
The College of Wooster   2012 — 2016
Economics

Nipmuc Regional High School   2008 — 2012

Jim Strickland Jim Strickland Greater Atlanta Area Details
Jim Strickland's private investment firm Experience March 2003 - Present
Job CIO at Private Investment Firm
Industry Financial Services
Experience
Private Investment Firm   March 2003 - Present
IBM  September 1997 - March 2003
BellSouth  May 1978 - September 1997

Skills
Integration, Cloud Computing, Vendor Management, Business Intelligence, SaaS, Software Development, CRM, Telecommunications, Consulting, Leadership, Architecture, IT Strategy, Enterprise Architecture, Disaster Recovery, IT Management, Networking, Data Center

Education
Mercer University - Stetson School of Business and Economics   1989 — 1991
Technology Management

Southeastern Louisiana University   1973 — 1977
BA, Business Administration

Ashlee Vogenthaler Ashlee Vogenthaler Greater Chicago Area Details
Ashlee Vogenthaler's private investment firm Experience June 2011 - Present
Job Investor Relations at Private Investment Firm
Industry Financial Services
Experience
Private Investment Firm   June 2011 - Present
Morgan Stanley Smith Barney  September 2010 - June 2011

Skills
Financial Modeling, Equities, Investments, Financial Analysis, Asset Management, Hedge Funds, Valuation, Capital Markets, Bloomberg, Finance

Education
DePaul University   2008 — 2012
Bachelor of Science (BS), Finance and Economics

Colette Gardner Colette Gardner Greater New York City Area Details
Colette Gardner's private investment firm Experience 2012 - 2013
Job
Industry Human Resources
Experience
Cardiovascular Research Foundation  2012 - January 2014
Private Investment Firm   2012 - 2013
Mitsubishi UFJ Securities, USA   2008 - 2012
Misys  2005 - 2007
ABN AMRO Wholesale Investment Bank   2000 - 2004
ING Barings  2000 - 2001
Deutsche Bank  1999 - 2000
Bankers Trust Company  1989 - 1999

Skills
Capital Markets, Succession Planning, Human Resources, Employee Relations, Performance Management, Talent Management, Recruiting, Talent Acquisition, Business Strategy, HRIS, Management Consulting, Management, Leadership, Executive Coaching, Organizational..., Training, HR Consulting, Leadership Development, Employee Engagement, Organizational..., Personnel Management, Change Management, Mergers & Acquisitions, Strategy, Onboarding, Crisis Management, Compensation Strategies, Strategic Planning

Education
University of Central Arkansas
Bachelor's Degree, Management and Marketing

Tristen DeWitt Tristen DeWitt Grapevine, Texas Details
Tristen DeWitt's private investment firm Experience September 2013 - November 2014
Job Registered Financial Representative Series 7 and Series 63 at Private Investment Firm
Industry Financial Services
Experience
Private Investment Firm   September 2013 - November 2014
Northwest Arkansas Naturals  January 2013 - September 2013
BYU-Idaho  September 2012 - December 2012
Toledo Finance Corp.   May 2012 - August 2012
BYU-Idaho  January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints  February 2008 - February 2010
Advocate Land Company   March 2003 - February 2008

Skills
Economics, Analysis, Microsoft Office, Market Research, Microsoft Excel, Public Speaking, Customer Service, Microsoft Word, PowerPoint, Leadership, Management, Teamwork, Finance, Spanish

Education
Brigham Young University- Idaho   2006 — 2013
BS, Economics

Brigham Young University - Idaho   2006 — 2012
Bachelor of Science, Economics

Paul Blodgett Paul Blodgett Princeton, New Jersey Details
Paul Blodgett's private investment firm Experience December 2013 - Present
Job Trading Operations and Compliance at Private Investment Firm
Industry Capital Markets
Experience
Private Investment Firm   December 2013 - Present
US Coast Guard Academy  November 2012 - December 2013
US Navy  December 2002 - December 2013
USS ALEXANDRIA (SSN 757)   January 2010 - April 2012
USS ALBUQUERQUE (SSN 706)   2004 - 2007

Skills
Navy, National Security, Military, Operational Planning, Submarines, Physics, Nuclear Power Plants, Security Clearance, Matlab, Active Top Secret..., Technical Writing, Enginnering, Anti-Submarine Warfare, Communication, Laser Physics, C++, History, Atmospheric Physics, Applied Physics, Quantitative Finance, Trade Compliance, Operational Risk..., Microsoft Excel, Equity Trading

Education
Naval Postgraduate School   2007 — 2009
Master of Science (M.S.), Physics

The University of New Mexico   2000 — 2002
Bachelor of Arts (B.A.), History

Baylor University   1997 — 1998

Lori Mohr Pedersen Lori Mohr Pedersen Charlottesville, Virginia Area Details
Lori Mohr Pedersen's private investment firm Experience October 2011 - March 2012
Job University of Virginia MAE/ROMAC Office Assistant
Industry Higher Education
Experience
University of Virginia  May 2014 - Present
University of Virginia  June 2012 - May 2014
University of Virginia  March 2012 - June 2012
Private Investment Firm   October 2011 - March 2012
Institute for Shipboard Education/Semester at Sea   September 2006 - July 2011
Albemarle First Bank   August 2003 - September 2006
Northwestern Mutual Financial Network  February 2000 - July 2003
Boar's Head Inn  1990 - 1996

Skills
Event Planning, Higher Education, Research, Public Speaking, Customer Service, Microsoft Office, Fundraising, Community Outreach, Editing, Event Management, Nonprofits

Education
Suffolk County Community College   1978 — 1981
A.S., General Studies

Connetquot HS   1974 — 1978

Amy Slipowitz Amy Slipowitz New York, New York Details
Amy Slipowitz's private investment firm Experience February 2013 - June 2014
Job Master of Intetnational Affairs Candidate, Columbia University
Industry International Affairs
Experience
U.S. Department of State   July 2015 - September 2015
The Brookings Institution  July 2014 - January 2015
Private Investment Firm   February 2013 - June 2014
U.S. Department of State   September 2012 - December 2012
United Nations  June 2011 - August 2011

Skills
Microsoft Office, GIS, Stata, Statistics, Research, Editing, CRM databases

Education
Columbia University - School of International and Public Affairs
Master of International Affairs

Colby College   2008 — 2012
Bachelor of Arts, Economics and American Studies

University College London, U. of London

Marina Morrone Marina Morrone Greater New York City Area Details
Marina Morrone's private investment firm Experience November 2010 - May 2013
Job Office Administrator & Development Assistant at Waterfront Alliance
Industry Nonprofit Organization Management
Experience
Metropolitan Waterfront Alliance  January 2015 - Present
New York Life Insurance Company  October 2013 - August 2014
Private Investment Firm   November 2010 - May 2013
Catholic Charities of Onondaga County  August 2009 - May 2010
Jesuit Volunteer Corps  August 2007 - September 2008

Skills
Community Outreach, Event Planning, Volunteer Management, Social Media, Nonprofits, Public Relations

Education
Loyola University Maryland   2003 — 2007
Bachelor of Arts (B.A.), Communication

American University of Paris   2006 — 2006

Jeremy Rambarran Jeremy Rambarran Toronto, Canada Area Details
Jeremy Rambarran's private investment firm Experience July 2014 - Present
Job Seasoned IT Professional, Entrepreneur, Telecommunications Professional
Industry Telecommunications
Experience
Private Investment Firm   July 2014 - Present
Genband  August 2013 - July 2014
Bright House Networks  March 2008 - July 2013
Ring 9, Inc.   June 2006 - March 2008
Nielsen Media Research  November 2003 - June 2006

Skills
Telecommunications, Telecommunications..., Unix Administration, SIP Trunking, VoIP protocols SIP, SIP, NCP, Cisco VoIP, Media Gateways, Softswitch, SCCP, IP, OSPF, Cisco Routers

Education
St. Petersburg College   2001 — 2003
Network Engineering, 4.0

Tampa Technical Institute   1999 — 2001
Computer Engineering, Electrical Engineering, 3.8

Jason Margolis Jason Margolis Greater New York City Area Details
Jason Margolis's private investment firm Experience June 2013 - March 2014
Job Manager of Marketing Systems at Bloomingdale's
Industry Marketing and Advertising
Experience
Private Investment Firm   June 2013 - March 2014
Bloomingdale's  July 2011 - June 2013
Aurora Productions  August 2010 - June 2011
Arts Alliance, Northwestern University   April 2007 - May 2010
Time Out Chicago  September 2009 - December 2009
Broadway In Chicago/American Music Theatre Project   April 2009 - August 2009
Northwestern University  March 2008 - October 2008

Skills
Change Management, Project Management, System Deployment, Microsoft Excel, Marketing Communications, PowerPoint, Project Implementation, Financial Control, Financial Management, Lightwright, Final Cut Pro

Education
Northwestern University   2006 — 2010
Bachelor of Science, Theatre, Economics, Marketing

Joseph B. Crace Joseph B. Crace Greater Nashville Area Details
Joseph B. Crace's private investment firm Experience January 2005 - December 2011
Job Experienced CEO, COO, CFO and Board Member
Industry Venture Capital & Private Equity
Experience
SXP Metrix/HITactics, Ziiio, ioApps, Tilted Palm   July 2014 - Present
The Legacy Consulting Group   2013 - Present
Compass Executives, LLC   2011 - 2013
Private Investment Firm   January 2005 - December 2011
Advanced Aesthetics, Inc.   November 2002 - October 2005
Gibson Brands, Inc.   January 2001 - January 2002
Gaylord Entertainment Company  January 1997 - January 2000
Bob Evans  January 1992 - January 1996
Hickory Specialties, Inc.   January 1989 - January 1996

Skills
Strategy, Leadership, Start-ups, Business Development, Management, Mergers & Acquisitions, Marketing, Entrepreneurship, Executive Management, Strategic Planning, Process Improvement, Project Management

Education
Stetson University College of Law   1984 — 1986
Juris Doctorate, Law

Vanderbilt University   1979 — 1981
Master of Business Administration (M.B.A.), Finance and Accounting

University of South Florida   1973 — 1977
Bachelor of Arts, Microbiology

Sam Gevirtz Sam Gevirtz Greater New York City Area Details
Sam Gevirtz's private investment firm Experience June 2014 - Present
Job Research Analyst at Private Investment Firm
Industry Financial Services
Experience
Private Investment Firm   June 2014 - Present
M. Safra & Co.   June 2013 - August 2013
Kidstuff Coupon Books   May 2012 - August 2012

Skills
Economics, Microsoft Excel, Econometrics, Microsoft Office, Financial Analysis, VBA, Quantitative Analytics, SPSS, Investments, Statistics, Bloomberg, Access

Education
Connecticut College   2010 — 2014
Bachelor of Arts (BA), Economics, East Asian Studies

Austin Viny Austin Viny Cleveland, Ohio Details
Austin Viny's private investment firm Experience September 2014 - Present
Job Analyst
Industry Financial Services
Experience
Private Investment Firm   September 2014 - Present
JPMorgan Chase  June 2013 - August 2013
Fidelity Investments  May 2012 - August 2012

Skills
Microsoft Office, Microsoft Word, Process Improvement, Finance, Portfolio Management, Financial Modeling, Financial Analysis, Equity Research Analysis, Valuation, Asset Management

Education
Ohio Wesleyan University   2010 — 2014
Bachelor's degree, Finance Economics, Senior

Orange High School

Scott Vokey Scott Vokey Greater Seattle Area Details
Scott Vokey's private investment firm Experience 2015 - Present
Job Attorney at Private Investment Firm
Industry Law Practice
Experience
Lake Union Drydock Company   2015 - Present
Private Investment Firm   2015 - Present
Weyerhaeuser Real Estate Company  2006 - 2014
Weyerhaeuser  2006 - 2014
Noble House Hotels & Resorts  July 2004 - July 2006
Preston Gates & Ellis  1986 - 1996

Skills
Leadership Development, Joint Ventures, Environmental Awareness, Nonprofits, Corporate Law, Strategic Planning, Public Speaking, Project Management, Community Outreach, Corporate Governance, Labor Relations, Non-profits, Environmental Law, Fundraising

Education
University of Houston Law Center   1981 — 1984
J.D>

Connecticut College   1973 — 1977
BA

Northfield Mt. Hermon School   1970 — 1973
High School

Eric Riopko Eric Riopko Baltimore, Maryland Area Details
Eric Riopko's private investment firm Experience February 2005 - October 2006
Job Manager at Baltimore Gas & Electric
Industry Oil & Energy
Experience
Baltimore Gas & Electric  December 2013 - Present
Constellation Energy Commodities Group  September 2007 - December 2013
Corning Credit Union  October 2006 - September 2007
Private Investment Firm   February 2005 - October 2006
Infonet  July 2002 - February 2005

Education
Loyola College in Maryland   2010 — 2012
MBA, Accounting

Loyola College in Maryland
BBA, Finance

Charu Deodas Charu Deodas Greater Boston Area Details
Charu Deodas's private investment firm Experience 2015 - Present
Job Strategy, Risk, and Business Continuity
Industry Information Technology and Services
Experience
Private Investment Firm   2015 - Present
Pvt. Healthcare   2014 - 2015
IBM  2012 - 2014
IBM  2008 - 2012
IBM  2003 - 2008
John Hancock  1999 - 2003
Pfizer  1997 - 1999

Skills
Business Continuity..., IT Strategy, Risk Management, Vendor Management, Service Delivery, Disaster Recovery, ITIL, Business Process..., Leadership, Enterprise Architecture, Infrastructure, Business Analysis, Program Management, IT Service Management, Business Intelligence, Security, Budgets, Project Management

Education
Suffolk University - Sawyer School of Management   2003 — 2005
MBA

Kris Schramm Kris Schramm Greater Atlanta Area Details
Kris Schramm's private investment firm Experience March 2011 - Present
Job Account Executive Apparel & Fashion
Industry Apparel & Fashion
Experience
Private Investment Firm   March 2011 - Present
Tommy Hilfiger, USA  1988 - 2003
Tommy Hilfiger USA  1987 - 1988
Garfinckel's  1984 - 1987

Skills
Human Resources, Sportswear, Apparel, Training, Merchandising, Management, Retail, Visual Merchandising, Fashion, Hiring, Trend Analysis

Education
Indiana University Bloomington   1980 — 1984
BS, Business, Marketing/Advertising

Heather Wilson Heather Wilson Meadow Vista, California Details
Heather Wilson's private investment firm Experience March 2013 - Present
Job Admissions at Live Oak Waldorf School
Industry Education Management
Experience
Live Oak Waldorf School  June 2014 - Present
Private Investment Firm   March 2013 - Present
Stone Cobra  July 2012 - August 2013
Kawasaki Dealers Benefit's Company   August 2011 - February 2012
Alice Heiman, LLC   2009 - 2011
Synergy Research Group   2004 - 2009
Microsoft Licensing, GP  2002 - 2004
Palm  2000 - 2002
Romac International  1998 - 2000

Skills
Product Marketing, SaaS, CRM, Sales, Business Development, Recruiting, Direct Sales, Enterprise Software, Analysis, Human Resources, Salesforce.com, Market Research, Telecommunications, Start-ups, New Business Development, Networking, Budgets, Product Development, Entrepreneurship, Strategy, Business Strategy

Education
University of California, Berkeley   2000 — 2001
Sales/Marketing

Stanford University   1999 — 1999

University of Nevada-Reno   1993 — 1998
BS, Logistics Management/Supply Chain

Emily Wilkin Emily Wilkin Dallas/Fort Worth Area Details
Emily Wilkin's private investment firm Experience 1976 - 1991
Job Realtor/Broker at Ebby Halliday Realtors
Industry Real Estate
Experience
Ebby Halliday Realtors  1995 - Present
Private Investment Firm   1976 - 1991
Large Dallas Law Firm   May 1974 - April 1976

Skills
Investment Properties, New Home Sales, Sellers, First Time Home Buyers, Real Estate, Sales, ABR, Buyer Representation, Relocation, Negotiation, Single Family Homes, Listings, Marketing, Short Sales, SFR, Townhomes, Buyers, Foreclosures, Seniors, Real Estate Transactions, Condos, Luxury, Residential Homes, Investors, REO, Relocation Buyers, Property, Referrals, National Association of..., e-PRO

Education
Dallas County Community College
Real Estate Development

Irving High School

Eugene Giaquinto Eugene Giaquinto Greater New York City Area Details
Eugene Giaquinto's private investment firm Experience March 2003 - Present
Job Eugene Giaquinto: Educator, Consultant, Problem Solver
Industry Financial Services
Experience
Private Investment Firm   March 2003 - Present
Heartland Securities  January 2000 - March 2003

Skills
Electronic Trading, Trading Systems, Proprietary Trading, Trading Strategies, Equity Trading, Financial Markets, Account Management, Risk Management, Risk Assessment, Financial Analysis, Operations Management, Process Improvement, Profit & Loss Management, Financial Software..., Profitability..., Account Reconciliation, Accounts Payable, Accounts Receivable, Software Development, System Design, System Integration..., Software Project..., Client Relationship..., Software Quality, Report Generation, Data Analysis, Training & Development, Team Leadership, CRM, Securities, Trading, Hedge Funds, Technical Analysis, Equities, Commodity, FX Options, Bloomberg, Options, Alternative Investments, Derivatives, FINRA, Fixed Income, Stocks, Investment Strategies, Series 63, Asset Management, Investments

Education
Rutgers, The State University of New Jersey-New Brunswick   1995 — 1997
B.S.

Adam Leach Adam Leach Charlotte, North Carolina Area Details
Adam Leach's private investment firm Experience March 2015 - Present
Job Financial Advisor at Private investment firm
Industry Investment Management
Experience
Private investment firm   March 2015 - Present
Investment Solutions   July 2007 - March 2015
A&H Equities, LLC   April 2003 - March 2015
Roundbank  June 2006 - December 2010

Skills
Financial Management, Investments, Wealth Management, Long Term Care, Term Life Insurance, Wealth Accumulation, Insurance Planning, Retirement Planning, 401k Rollovers, College Savings Plans, Roth IRA, IRA's, Disability Insurance, Foreclosure Properties, IRAs, Financial Planners, Foreclosures, Insurance, Finance, Strategic Financial..., Long-term Care, Banking, Mortgage Lending

Education
Buena Vista University   2002 — 2006
Bachelor's, Business Management/Entrepreneurship and Finance/Banking

Buena Vista University   2002 — 2006
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies

Jeffrey Fidacaro Jeffrey Fidacaro Greater New York City Area Details
Jeffrey Fidacaro's private investment firm Experience June 2012 - Present
Job Senior IT Hardware Equity Analyst at Private Investment Firm
Industry Investment Management
Experience
Private Investment Firm   June 2012 - Present
Susquehanna International Group  February 2009 - January 2012
Merrill Lynch  October 2003 - January 2009
Pilgrim Baxter & Associates  May 2002 - October 2003
Driehaus Capital Management  June 1999 - May 2002
Foster Wheeler Corporation  May 1992 - August 1997

Skills
Industry Analysis, Investments, Fundamental Research, Buy-side, Equity Research, Valuation, Financial Modeling, Equity Valuation, Sell Side, Series 7, Portfolio Management, Equity Derivatives, Asset Management, Derivatives, Fundamental Analysis, Series 63, Equities, Emerging Markets, Mutual Funds, Competitive Analysis, Hedge Funds

Education
New York University - Leonard N. Stern School of Business   1997 — 1999
MBA, Finance

Lehigh University   1988 — 1992
BS, Mechanical Engineering

Jung Sub Lee Jung Sub Lee Greater New York City Area Details
Jung Sub Lee's private investment firm Experience October 2014 - March 2015
Job Analyst at Mirae Asset Global Investments
Industry Real Estate
Experience
Mirae Asset Global Investments  April 2015 - Present
Private Investment Firm   October 2014 - March 2015
CBRE  May 2013 - August 2013

Skills
Analysis, Real Estate

Education
Cornell University   2007 — 2014
Bachelor's Degree, Industrial Labor Relations, 3.8

Garden School

Matthew Shin Matthew Shin Greater New York City Area Details
Matthew Shin's private investment firm Experience September 2011 - Present
Job
Industry Investment Management
Experience
Private Investment Firm   September 2011 - Present
Gleacher Partners  June 2009 - June 2011
William Morris Agency  January 2008 - February 2009
Bank of America Merrill Lynch  June 2007 - December 2007

Skills
Investment Banking, Financial Modeling, Hedge Funds, Private Equity, Valuation

Education
Stanford University   2003 — 2007
BS

Greg Kasavana Greg Kasavana New York, New York Details
Greg Kasavana's private investment firm Experience July 2012 - Present
Job Investment Analyst at Private Investment Firm
Industry Investment Management
Experience
Private Investment Firm   July 2012 - Present
Silver Lake  July 2008 - July 2010
Bear Stearns  June 2006 - June 2008

Education
Harvard Business School   2010 — 2012
Master of Business Administration (MBA)

Indiana University Bloomington   2002 — 2006
BS, Business

Esther Freedman Esther Freedman Greater New York City Area Details
Esther Freedman's private investment firm Experience May 2008 - May 2009
Job Independent Executive Office Professional
Industry Executive Office
Experience
American Friends of Puah   March 2011 - December 2013
Private Investment Firm   May 2008 - May 2009

Education
Kingsborough Community College   2009 — 2014
Associate's Degree, Major Fine Arts

Randy Garrett Randy Garrett Greater New York City Area Details
Randy Garrett's private investment firm Experience September 2015 - Present
Job Proprietary Trader and Analyst at Private Investment Firm
Industry Investment Management
Experience
Private Investment Firm   September 2015 - Present
The Pension Boards UCC   January 2013 - September 2015
The Pension Boards UCC   January 2009 - December 2012
The Pension Boards UCC   January 2005 - December 2008
The Pension Boards UCC   January 2003 - December 2004
Broadway Trading  January 2001 - November 2002

Skills
Equities, Financial Modeling, Financial Analysis, Valuation, Portfolio Management, Corporate Finance, Fixed Income, Investments, Derivatives, Asset Management, Capital Markets, Financial Reporting, Finance, Hedge Funds, Risk Management, Equity Research

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2012 — 2013
Certificate of Professional Achievement, Financial Engineering

Stony Brook University   1994 — 1999
Bachelors, Mathematics, Physics

Norma-Katherine Carter Norma-Katherine Carter Greater Denver Area Details
Norma-Katherine Carter's private investment firm Experience April 2003 - August 2003
Job IBM TRIRIGA Consultant at ValuD Consulting LLC
Industry Information Technology and Services
Experience
ValuD Consulting LLC  June 2014 - Present
DTZ  December 2011 - February 2014
UGL Services  June 2008 - November 2011
UGL Equis  December 2003 - May 2008
Private Investment Firm   April 2003 - August 2003
WINfirst (Western Integrated Networks)   December 2000 - February 2003
Archstone  July 1996 - October 2000
Santa Fe Properties  May 1992 - July 1996

Skills
IBM TRIRIGA, Facilities Management, Project Management, Commercial Real Estate, Lease Administration, Contract Negotiation, Corrigo, Software Implementation..., Software Development, Service Now / IT..., Software Solutions, Property Management, IT Hardware Support, Asset Managment, Real Estate Transactions, Strategic Planning, Real Estate, Customer Service, Microsoft Office, Corporate Real Estate, Due Diligence, Leases

Education
Adams State College   1981 — 1986
Bachelor of Arts (BA), Government / History

Adams State College

Robert Munter Robert Munter Dallas/Fort Worth Area Details
Robert Munter's private investment firm Experience May 2013 - Present
Job Financial Representative at Private Investment Firm
Industry Financial Services
Experience
Private Investment Firm   May 2013 - Present
Merrill Lynch  May 2011 - August 2011
Aramco Services Company  May 2010 - August 2010
Abercrombie & Fitch  June 2009 - August 2009

Education
The University of Texas at Austin   2010 — 2012
Bachelor of Business Administration, Corporate Finance

Hal Burchard Hal Burchard Greater Seattle Area Details
Hal Burchard's private investment firm Experience June 2008 - Present
Job Private Investment Firm
Industry Investment Management
Experience
Private Investment Firm   June 2008 - Present
Burchard Marine Consultants   1987 - 2006
Boeing Marine Systems, Boeing   1980 - 1987

Skills
Maritime Operations, Navigation, Microsoft Office, Strategic Planning, Marine Engineering, Project Management, Sailing, Yachting, Ports, Shipbuilding, Sales Management, Real Estate, Maritime, Entrepreneurship, Business Strategy, Team Building, Customer Service

Education
Punahou School

ronald morse ronald morse White Plains, New York Details
ronald morse's private investment firm Experience May 2002 - Present
Job managing partner
Industry Investment Management
Experience
private investment firm   May 2002 - Present
Top Wall Street Investment Banks   January 1972 - September 2001

Skills
Asset Managment, Business Development, Business, Customer Service, Entrepreneurship, Microsoft Excel, Editorial, Events, Financial Risk, Hotels, Internet, Journalism, Key Account Management, Knowledge Management, Leadership, Microsoft Office, New Business Development, Office Management, Problem Solving, Strategic Planning, Qualitative Research, Trading, Writing

Education
Wharton Business School   1968 — 1971
Bachelor of Science (BS), Finance and Financial Management Services

Matthew Melamed Matthew Melamed Greater New York City Area Details
Matthew Melamed's private investment firm Experience July 2015 - Present
Job Research Analyst
Industry Investment Management
Experience
Private Investment Firm   July 2015 - Present
Brook Venture Partners  June 2014 - August 2014

Skills
Research, Communication, Microsoft Office, Matlab, Economics, Microsoft Excel, Market Research, Stata Data Analysis and..., Data Analysis

Education
Northwestern University   2011 — 2015
Bachelor of Arts (B.A.), Economics

The Danish Institute for Study Abroad (DIS)   2013 — 2013

Manchester Essex Regional High School   2007 — 2011