Private Investment Management Firm

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Private Investment Management Firm Employees

Employee
Years
Job
Industry
Anne Gilliland Anne Gilliland Greenwich, Connecticut Details
Anne Gilliland's Private Investment Management Firm Experience May 2014 - August 2014
Job Student at Georgetown University
Industry
Experience
Spoon University - Georgetown   January 2014 - Present
The Next Step Realty  October 2013 - Present
RBC Capital Markets  June 2015 - August 2015
Private Investment Management Firm   May 2014 - August 2014
Private Investment Management Firm   May 2013 - June 2013

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Research, Social Media, Facebook, Public Speaking, Photoshop, English, Marketing

Education
Georgetown University   2012 — 2016
Bachelor's Degree, English Language and Literature

Greenwich Academy   2009 — 2012

Greenwich Country Day School   1998 — 2009

Gary Yeh Gary Yeh Washington D.C. Metro Area Details
Gary Yeh's Private Investment Management Firm Experience May 2015 - August 2015
Job Student at Duke University
Industry
Experience
Private Investment Management Firm   May 2015 - August 2015
Duke Financial Economics Center   January 2014 - February 2015
Stet Gallery   June 2012 - August 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Contemporary Art, Art History, Research, Public Speaking

Education
Duke University   2013 — 2017
Bachelor of Arts (B.A.), Art History, Economics

Duke University

Andrew Reindl, CPA Andrew Reindl, CPA Greenwich, Connecticut Details
Andrew Reindl, CPA's Private Investment Management Firm Experience April 2014 - Present
Job Assistant Controller at Private Investment Management Firm
Industry Financial Services
Experience
Private Investment Management Firm   April 2014 - Present
Royal Bank of Scotland  September 2011 - April 2014
KPMG  September 2007 - September 2011

Skills
Financial Reporting, Internal Controls, US GAAP, Financial Accounting, IFRS, GAAP, Financial Statements, Big 4, Auditing, Sarbanes-Oxley Act, Accounting, Account Reconciliation, Consolidation, SEC filings, CPA, Essbase

Education
University of Rhode Island - College of Business Administration   2006 — 2007
Masters of Science, Accounting

Sarah Papsun Sarah Papsun Greater New York City Area Details
Sarah Papsun's Private Investment Management Firm Experience May 2015 - Present
Job Legal Assistant at Private Investment Management Firm
Industry Marketing and Advertising
Experience
Private Investment Management Firm   May 2015 - Present
Women of Vision - Fairfield County   January 2009 - Present
Foundation Capital Partners   November 2014 - May 2015
Rotary International District 7980   May 2009 - January 2015
Axiom International Investors LLC  February 2005 - April 2014
OMD Media Direction  April 2004 - January 2005
Enterprise Rent-A-Car  June 2003 - April 2004
Perot Systems Government Services  May 2001 - September 2001

Skills
Time Management, Fundraising, Public Speaking, Marketing, Art, Marketing Communications, Social Media, Facebook, Event Planning, Nonprofits, Morale, Charities, Management, Editing

Education
Quinnipiac University   1999 — 2003
BA, Marketing and Mass Communications

Quinnipiac University - School of Business   1999 — 2003
Bachelor of Science (BS), Marketing

University of Pittsburgh   2002 — 2002
Study Abroad Program, Semester At Sea, Spring 2002

Brian McMahon

Jason Reinin Jason Reinin New York, New York Details
Jason Reinin's Private Investment Management Firm Experience March 2013 - January 2015
Job Director of Investor Relations at State of Israel Ministry of Finance Economic Mission to the U.S.
Industry Financial Services
Experience
Israel Ministry of Finance  February 2015 - Present
Private Investment Management Firm   March 2013 - January 2015
State of Israel - Ministry of Finance   August 2008 - August 2010
Wells Fargo Investments  June 2005 - July 2008

Skills
Uniform Combined State..., Series 7, Investments, CA Insurance License, Licensing, Strategic Financial..., Wealth Management, Economics, Financial Modeling, Financial Analysis, Portfolio Management, Capital Markets, Mutual Funds, Derivatives, Banking, Bonds, Investor Relations, Analysis, Valuation, Loans, Relationship Management, Investment Strategies, Asset Allocation

Education
London School of Economics
Master of Science, Graduated "with Merit"

University of Southern California
Master of Arts, Global Communication

Cornell University
Certificate, Financial Management

San Francisco State University   2000 — 2004
BA, Radio & Television and (Double Major) Political Science

Ashley Griffin Ashley Griffin Greenwich, Connecticut Details
Ashley Griffin's Private Investment Management Firm Experience July 2014 - Present
Job Administrative Assistant
Industry Investment Management
Experience
Private Investment Management Firm   July 2014 - Present
Bridgewater Associates  September 2009 - January 2014
The Loading Dock  May 2008 - August 2008
Robustelli World Travel   April 2003 - August 2005

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Customer Service, Meeting Planning, Budgets, Vendor Management, Hospitality, Training, Office Administration, Administrative..., Time Management, Office Management, Process Scheduler

Education
University of Hartford   2005 — 2009
Bachelor of Science (BS), Business Administration and Management

Stamford High School   2001 — 2005

Ken Muir Ken Muir Greater New York City Area Details
Ken Muir's Private Investment Management Firm Experience June 2014 - Present
Job Associate Investor Relations at Private Investment Firm
Industry Financial Services
Experience
Private Investment Management Firm   June 2014 - Present
Morgan Stanley  January 2013 - June 2014
PepsiCo  October 2012 - January 2013
State Street Global Services  May 2010 - September 2010

Skills
Microsoft Excel, MS Excel Pivot Tables, PowerPoint, Team Leadership, People Skills, Problem Solving, Financial Services, Investor Relations, Hedge Funds, Writing Skills, Volunteering, V Lookups, Group Dynamics

Education
Fairfield University   2008 — 2012
Bachelor of Arts, Economics, Management

Florence University of the Arts   2010 — 2010

Zach Penny, CFA Zach Penny, CFA Dallas/Fort Worth Area Details
Zach Penny, CFA's Private Investment Management Firm Experience December 2006 - February 2009
Job Finance Manager Net Pricing at PepsiCo Frito Lay
Industry Consumer Goods
Experience
PepsiCo - Frito Lay  April 2015 - Present
PepsiCo - Frito Lay  July 2013 - April 2015
PepsiCo - Frito Lay  June 2012 - August 2012
TIB  November 2009 - July 2011
Private Investment Management Firm   December 2006 - February 2009

Skills
Finance, Financial Analysis, Management, Financial Modeling, Leadership, Microsoft Excel, Strategy, Strategic Planning, Analysis, Corporate FP&A, Pricing Strategy, Investment Banking, Team Leadership, Valuation, Portfolio Management, Investment Advisory, Corporate Finance

Education
Texas Christian University - M.J. Neeley School of Business   2011 — 2013
MBA

Keith Morriss, CFA Keith Morriss, CFA Greater New York City Area Details
Keith Morriss, CFA's Private Investment Management Firm Experience May 2011 - Present
Job Principal at Private Investment Management Firm
Industry Financial Services
Experience
Private Investment Management Firm   May 2011 - Present
Ramsey Asset Management  May 2008 - April 2011
Yale School of Management  August 2007 - May 2009
Cambridge Associates  July 2003 - June 2007
Cannondale Associates  August 2002 - July 2003

Skills
Investments, Financial Modeling, Asset Management, Hedge Funds, Equity Research, Equities, Valuation, Bloomberg, Portfolio Management

Education
Yale University - Yale School of Management   2007 — 2009
MBA

Colby College   1998 — 2002
BA, Government

Pina Lisanti Pina Lisanti Greater New York City Area Details
Pina Lisanti's Private Investment Management Firm Experience May 2010 - Present
Job Senior Associate at Private Investment Management Firm
Industry Financial Services
Experience
Private Investment Management Firm   May 2010 - Present
Jasper Asset Management, LLC   July 2008 - September 2011

Education
Teachers College of Columbia University   2005 — 2007

Heidi Hutton Heidi Hutton Greater Chicago Area Details
Heidi Hutton's Private Investment Management Firm Experience September 2012 - Present
Job
Industry Investment Management
Experience
Private Investment Management Firm   September 2012 - Present
Talon Asset Management (now part of BNY Mellon)   August 2002 - November 2011

Skills
Fixed/Variable Bonds..., Corp Bank Debt Domestic..., Equity/Options Domestic..., Hedge Funds Domestic &..., Technical Procedures...

Education
DePaul University
(pending) BA Finance, Emerging Markets, Minor in Cuban Studies, 3.88 GPA

Paul Oliva, CFA Paul Oliva, CFA Greater New York City Area Details
Paul Oliva, CFA's Private Investment Management Firm Experience April 2013 - Present
Job Associate Director Investment Management
Industry Investment Management
Experience
Private Investment Management Firm   April 2013 - Present
Deloitte & Touche  November 2004 - April 2013
TeleData Consulting, Inc.   November 2003 - November 2004
United States Office of the Inspector General   September 2002 - October 2003

Skills
CDO/CLO, Valuation, Compliance, Economics, Financial Analysis, Financial Modeling, Bloomberg, Fixed Income, Microsoft Excel, Structured Products, Asset Management, Structured Finance, Investments, Alternative Investments, Securitization, Portfolio Management, Financial Services, Financial Structuring, Securities, Investment Management, Bonds, Credit Analysis, Asset Allocation

Education
New York University - Leonard N. Stern School of Business   2010 — 2013
MBA, Financial Instruments & Markets, Economics, Real Estate

Rutgers, The State University of New Jersey-New Brunswick   1998 — 2002
Economics, Financial and Managerial Economics, Psychology

Jonas Katz Jonas Katz Greater New York City Area Details
Jonas Katz's Private Investment Management Firm Experience March 2010 - Present
Job Principal, Chief Operating Officer Private Investment Management Firm
Industry Investment Management
Experience
Private Investment Management Firm   March 2010 - Present
Indus Capital  February 2006 - March 2010

Education
Brooklyn Law School   1998 — 2001
juris doctor, law

Mike Baranowski Mike Baranowski Stamford, Connecticut Details
Mike Baranowski's Private Investment Management Firm Experience October 2013 - Present
Job Assistant Controller at Private Investment Management Firm
Industry Accounting
Experience
Private Investment Management Firm   October 2013 - Present
Deloitte  September 2008 - October 2013

Skills
US GAAP, Internal Controls, Forecasting, GAAP

Education
Fairfield University   2004 — 2008
Bachelor of Science (BS), Accounting

Lauren (Orlowski) Tietze Lauren (Orlowski) Tietze Greenwich, Connecticut Details
Lauren (Orlowski) Tietze's Private Investment Management Firm Experience May 2008 - Present
Job Controller at Private Investment Management Firm
Industry Financial Services
Experience
Private Investment Management Firm   May 2008 - Present
KPMG US  September 2005 - May 2008

Education
Fairfield University   2004 — 2005
Master of Business Administration (MBA), Accounting

Fairfield University   2000 — 2004
BS, Accounting