Private Investor

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Private Investor Employees

Employee
Years
Job
Industry
Tiffany Sumner Tiffany Sumner Orange County, California Area Details
Tiffany Sumner's Private Investor Experience January 2008 - December 2008
Job Founder, Silver Spoon Baby Planners
Industry Individual & Family Services
Experience
Silver Spoon Baby Planners   June 2011 - Present
Private Investor   January 2008 - December 2008
Tory Burch  March 2006 - June 2007
Liz Claiborne  March 2004 - March 2006

Skills
Social Media Marketing, Fashion, Event Planning, Social Networking, Social Media, Merchandising, Public Relations, Apparel, Marketing Strategy, Marketing, Event Management, Online Advertising, Sales, Retail, Public Speaking, Facebook, Advertising, Blogging, Marketing Communications, Customer Service, Management, Online Marketing, Entrepreneurship

Education
Fashion Institute of Design & Merchandising   2005 — 2006
Associates, Merchandise Marketing

Chapman University   2001 — 2004
Bachelors, Communication Studies

Bianca Jimenez Bianca Jimenez Irvine, California Details
Bianca Jimenez's Private Investor Experience August 2012 - 2014
Job Sales Executive at Smart Utility Systems
Industry Information Technology and Services
Experience
Smart Utility Systems  April 2015 - Present
Smart Utility Systems  November 2014 - March 2015
Private Investor   August 2012 - 2014
Briabe Mobile  January 2012 - April 2012
Redlight Public Relations   August 2011 - November 2011
Della LA   June 2010 - December 2010
Geren Ford  June 2010 - August 2010
Loyola Marymount University  August 2009 - May 2010

Skills
Market Research, Social Media Marketing, PowerPoint, Editing, Digital Media, Mobile Marketing, Marketing Strategy, Microsoft Excel, Sales, Communication, Office Administration, Microsoft Word, Presentations, US Hispanic Market, Customer Service, Customer Relations, Sales Operations, Organization Of Events, Social Networking, Public Speaking, Research, Utility Industry, Customer Engagement, Mobile Applications, Social Media, Marketing, Event Planning, Microsoft Office

Education
Loyola Marymount University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Emphasis in Marketing

Elizabeth Ansorge Elizabeth Ansorge Long Beach, California Details
Elizabeth Ansorge's Private Investor Experience May 2011 - Present
Job Personal Assistant at Coldwell Banker United, Realtors
Industry
Experience
Coldwell Banker United, Realtors  April 2015 - Present
Beneficial Tax   May 2010 - Present
Private Investor   May 2011 - Present
RE/MAX  June 2014 - April 2015
Chartreuse   May 2009 - August 2010

Skills
Microsoft Excel, Marketing, CRM, Management, PowerPoint, Recruiting, Time Management

Education
California State University-Long Beach   2009 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Private Schooling in Stavanger, Norway   2011 — 2011
Cultural and Historical Norwegian Art

Los Alamitos High School   2005 — 2009
High School Diploma

Victor Aguirre Victor Aguirre San Francisco Bay Area Details
Victor Aguirre's Private Investor Experience January 2012 - Present
Job Marketing and Sales Professional
Industry Marketing and Advertising
Experience
Intel Corporation  April 2013 - Present
Private investor   January 2012 - Present
Hewlett-Packard  January 2012 - April 2013
RMD Group Inc  January 2011 - September 2012
NASA Ames Research Center  August 2009 - August 2010
John Robert Powers  January 2008 - August 2009

Skills
Marketing, Marketing Strategy, Market Research, Sales, Social Media Marketing, Closing Abilities, Social Marketing, Social Media Advertising, Competitive Analysis

Education
University of California, Berkeley   2011 — 2012
Biology, General

San Jose State University   2009 — 2011
General Ed

David A. Terry, REALTOR, SRS David A. Terry, REALTOR, SRS Lubbock, Texas Details
David A. Terry, REALTOR, SRS's Private Investor Experience October 2008 - October 2009
Job Realtor at Coldwell Banker Rick Canup, Realtors
Industry Real Estate
Experience
Coldwell Banker Rick Canup, Realtors  August 2013 - Present
Cardinal Sports Center   August 2012 - August 2013
Burger House   May 2012 - August 2012
North American Energy Consulting (NAEC)   February 2010 - December 2011
Superior Power   October 2009 - February 2010
Private Investor   October 2008 - October 2009
Moroch  May 2001 - September 2008

Skills
Attention to detail, Communicating with..., Conducting Interviews, Creating Ideas, Delegating..., Encouraging People, Enforcing Rules &..., Entertaining Others, Finding Information, Following Instructions, Gathering Information, Goal Setting, Handling Money, Identifying Problems, Interacting with People, Investigating Solutions, Knowledge of Concepts &..., Leading Teams, Listening to People, Maintaining Focus, Maintaining a High..., Maintaining Emotional..., Maintaining Schedule &..., Making Important..., Managing Organizations, Managing People, Mediating between People, Meeting Deadlines, Meeting New People, Motivating Others, Negotiating Business, Persuading Others, Planning Meetings, Prioritizing Work, Product Promotion, Promoting Events, Proposing Ideas, Providing Customer..., Providing Discipline, Questioning Others, Recognizing Problems, Recruiting, Relating to Others, Resolving Problems &..., Results Oriented, Selling Ideas, Selling Products &..., Supervising Employees &..., Taking Initiative, Teaching, Training &...

Education
Texas Tech University - Rawls College of Business   2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

Texas Tech University - Rawls College of Business
Bachelor of Business Administration (BBA), Management & Marketing

David Hibbard, ACAS David Hibbard, ACAS Hartford, Connecticut Area Details
David Hibbard, ACAS's Private Investor Experience May 2011 - August 2011
Job Actuarial Associate at The Hartford
Industry Insurance
Experience
The Hartford  March 2015 - Present
The Hartford  March 2014 - February 2015
The Hartford  March 2013 - February 2014
The Hartford  September 2012 - February 2013
The Hartford  May 2012 - August 2012
Private Investor   May 2011 - August 2011

Skills
MS Word, MS Excel, MS Powerpoint, SPSS (PASW), Stata, Internet, Python, C++, American Sign Language, VBA, SAS

Education
Hamilton College   2008 — 2012
Mathematics and Economics

Mary Jane Chilton Mary Jane Chilton Lake Isabella, California Details
Mary Jane Chilton's Private Investor Experience November 2011 - Present
Job CareGiver, Body Therapist, Investor, Medical Imaging, Welder, Sailor, Surfer, Cyclist, Outdoors Adventurer
Industry Venture Capital & Private Equity
Experience
Private Investor   November 2011 - Present
Star's Edge International®   1996 - Present
Dr Judy C Dean, MD. ; Ventura County Medical Center; St Joseph Hospital   August 2005 - April 2010
Volunteer, Student   2000 - 2005
Home-based Catering   1990 - 1999
Mechanical Contractor, Inc.   1988 - 1990
Yacht Charter Management   1985 - 1987
Sentinel Engine & Turbochargers   1983 - 1985
Commercial Union Insurance Company  1978 - 1982

Skills
Diagnostic Medical..., Therapeutic Bodywork /..., Technical Sales..., Coaching, Hospitals, Ultrasound, Public Speaking, Clinical Research, Healthcare, Sonography, Mammography, Fluoroscopy, Medical Devices, X-ray, C-arm, Personal Development, Lifestyle, Wellness Coaching, Entrepreneurship, Therapeutic Massage, Wellness, Healing, Compassion, Inspiration

Education
Star's Edge International   1996 — 2011
Professional Avatar Master and Wizard, Professional training and coaching

Santa Barbara City College   1994 — 2006
AS Radiologic Science, Radiography, Diagnostic Medical Ultrasound, English, Mathematics, History, Economics, Accounting

Santa Barbara Body Therapy Institute   2003 — 2004
Professional Massage Technician, Massage Therapy, Trigger Point and Pain Relief

Houston Marine   1986 — 1986
US Coast Guard Captain's Licence, Auxilliary sail, motor yacht operation up to 100 tons

Public Relations Institute   1982 — 1982
Diploma, Public Relations, Secretarial, French, German

University of Cape Town   1978 — 1980
Life Sciences, Languages

St Cyprian's High School, Cape Town South Africa   1969 — 1976
High School, Languages & Sciences

Brandy McClister Brandy McClister San Francisco Bay Area Details
Brandy McClister's Private Investor Experience January 2014 - December 2014
Job Facilities Assistant
Industry Real Estate
Experience
Wollborg/Michelson  August 2015 - August 2015
Renoir Staffing, LLC.   January 2015 - August 2015
Private Investor   January 2014 - December 2014
Wollborg/Michelson  June 2013 - January 2014
AppleOne Employment Services  November 2013 - December 2013
N.E.W. Customer Service Companies, Inc   July 2012 - August 2012
Midway Nissan  February 2012 - May 2012
Renoir Staffing, Inc.   June 2009 - October 2009
Pinnacle American Management Services  August 2008 - November 2008
FPI Management, Inc.   July 2002 - May 2004

Skills
Property Management, HTML 5, CSS3, WordPress, Photoshop, Microsoft Office, Internet, Technical Support..., Adobe Creative Suite, Web Design, Illustrator, Dreamweaver, Microsoft Excel, Microsoft Word, Windows 7, Mac OS, Google Chrome, Firefox, VirtualBox, Boot Camp, MAMP, Yardi Property..., Budgets, Fair Housing, Marketing, Management, Customer Service, Real Estate, Sales, Training, Advertising, Apartments, Residential Homes

Education
Sanford-Brown Online
Associate of Science (AS)

College of Southern Nevada   2009 — 2010

Brandon Schaeffer Brandon Schaeffer Plano, Texas Details
Brandon Schaeffer's Private Investor Experience July 2012 - Present
Job Student at Texas Tech University Rawls College of Business
Industry Investment Management
Experience
Private investor   July 2012 - Present
Brazilian Steakhouse   December 2013 - August 2014

Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Financial Analysis, Financial Modeling, Accounting, Finance, Leadership

Education
Texas Tech University - Rawls College of Business   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, investing, 3.0 GPA

Gelléri Tamás Gelléri Tamás Hungary area Details
Gelléri Tamás's Private Investor Experience June 2011 - February 2013
Job business development & project manager
Industry Logistics and Supply Chain
Experience
MBF Kft   February 2004 - August 2013
Private Investor   June 2011 - February 2013
Mutex Csoport   March 2011 - May 2012
Danzas AEI  December 1998 - April 2002
Nutricia Hungary   1997 - 1998
Agritek Zrt   1994 - 1998
Terimpex Group   1996 - 1997
Coca Cocal Amatil (bottling franchise of The Coca Cola Company)   1995 - 1996
Stollwerck Kft   1994 - 1995
Special Logistc Services Kft   July 1991 - May 1994

Skills
Distribution Management, Real Estate Development, Logistics Management, Sales Management, Business Development, Transportation..., Supply Chain Management, Executive Management, Residential Homes, Investment Properties, Logistics, Supply Chain, Real Estate

Education
Technische Universität Dresden   1985 — 1989
Dipl Ing. Oec. approx. equivalent of today's Bachelor's degree, Economy of Transport

Michelle Bednarczyk Michelle Bednarczyk Dallas/Fort Worth Area Details
Michelle Bednarczyk's Private Investor Experience January 2009 - Present
Job Private Investor
Industry Financial Services
Experience
Private Investor   January 2009 - Present
Knunya, LLC   July 2010 - February 2012
Trietsch UMC   December 2008 - May 2010
AMRESCO, Inc.   April 1997 - December 1999
Jones Lang LaSalle  November 1995 - April 1997
PricewaterhouseCoopers  January 1992 - November 1995

Skills
Nonprofits, Strategic Planning, Budgets, Customer Service, Event Planning, Team Building, Finance, Entrepreneurship

Education
Michigan State University   1988 — 1992
Business, Accounting

Adrian High School   1984 — 1988

Paris Shepherd Paris Shepherd San Francisco Bay Area Details
Paris Shepherd's Private Investor Experience September 2014 - Present
Job Assistant
Industry Real Estate
Experience
Private Investor   September 2014 - Present
CBRE  July 2014 - August 2014
Coldwell Banker Residential Brokerage  March 2014 - March 2014
Colliers International  August 2013 - March 2014
SCS Renewables   November 2012 - March 2013
Keller Williams Realty Tracy & Modesto   November 2010 - November 2012
Keller Williams Realty Tracy & Modesto   November 2008 - November 2010

Skills
Patience, Document Review, Data Entry, Databases, Short Sales, Marketing, Real Estate, Real Estate Transactions, Organization, Transaction Coordination, Contract Negotiation, Commercial Real Estate, Sales, Customer Service, Assisting Others

Education
Diablo Valley College

Phillip Caprio Phillip Caprio Miami, Florida Details
Phillip Caprio's Private Investor Experience January 2013 - Present
Job Private Investor
Industry Venture Capital & Private Equity
Experience
Private Investor   January 2013 - Present
ISS Facility Services  2007 - December 2012
TMC Services   1999 - 2007
Capital Trust  1997 - 1999
Prudential Financial  1995 - 1997

Skills
Operations Management, Business Strategy, Investments, Business Development, Investment Properties, Commercial Real Estate, Real Estate Investor, Business Planning, Business Process..., Asset Management, Return on Investment..., Supplier Management, Relationship Management, Labor Relations, Project Finance, Cost Control, Performance Management, Performance Improvement, Change Management, Operational Risk...

Education
Georgetown University   1991 — 1995
BSBA, Finance

Herb Steele Herb Steele Greater Denver Area Details
Herb Steele's Private Investor Experience September 2009 - Present
Job Planning Commissioner at City of Lone Tree
Industry Investment Management
Experience
City of Lone Tree   November 2013 - Present
Private Investor   September 2009 - Present
Prudential California Realty  March 2003 - August 2009

Skills
Residential Homes

Education
The University of Connecticut School of Business   1969 — 1971
MBA

Duke University   1961 — 1965
BA, English Literature

Lori Russo Lori Russo San Pedro, California Details
Lori Russo's Private Investor Experience August 2013 - Present
Job Senior Asset Manager at Private Investor
Industry Real Estate
Experience
Private Investor   August 2013 - Present
Precsion Asset Management   January 2006 - August 2013
Keller Wiliams  January 2005 - March 2006

Skills
Real Estate Transactions, REO, Real Estate, Asset Management, Foreclosures, Sellers, Manage Client..., Contract Negotiation, Valuation, Property Management, Real Estate Development, Investment Properties, Real Estate Economics, Leases, Real Estate Financing, Loans, FHA, Mortgage Lending, Disposition, Brokerage, Investors, Loss Mitigation, Property, Loan Origination, Commercial Real Estate, Short Sales, Appraisals, HUD, Commercial Mortgages, Refinance, Apartments, Condos, Lease Negotiations, Selling, Real Property, Investments, Corporate Real Estate, Residential Homes, Acquisitions, Lease Administration, Finance, Tenant, First Time Home Buyers, Portfolio Management, Due Diligence

Education
Los Angeles Harbor College
Master of Business Administration (MBA), Business

Brian Furbish Brian Furbish South Windsor, Connecticut Details
Brian Furbish's Private Investor Experience January 2013 - Present
Job Private Investor
Industry Insurance
Experience
Private Investor   January 2013 - Present
Back9Network, Inc.   2011 - 2013
Meyer-Chatfield  April 2011 - December 2012
KBW  June 1982 - April 2011

Skills
Capital Markets, Insurance, Banking, Bonds, Investments, Credit Analysis, Equities, Series 7, Asset Management, Private Equity, Alternative Investments

Education
Amherst College   1978 — 1982
Bachelors Degree, Economics

Patrick Bourke Patrick Bourke Leesburg, Virginia Details
Patrick Bourke's Private Investor Experience January 2013 - Present
Job Chief Administrative Officer
Industry Financial Services
Experience
American Express global business travel  May 2014 - Present
Private investor   January 2013 - Present
The Blackstone Group  February 2008 - December 2012
Intersolve   1996 - 2001
Perot systems  1988 - 1996

Skills
Mergers, Corporate Finance, Due Diligence, Business Strategy, Management Consulting, Financial Modeling, IT Strategy, Mergers & Acquisitions, Strategic Planning, Vendor Management, Portfolio Management, Strategy, Executive Management, Leadership, Outsourcing, Integration

Education
Arkansas State University   1976 — 1981
BS, Industial management

Justin Preston, ΔΜΔ Justin Preston, ΔΜΔ Greater Denver Area Details
Justin Preston, ΔΜΔ's Private Investor Experience February 2006 - Present
Job Founder at Icon Marketing and Consulting
Industry Consumer Services
Experience
Icon Marketing and Consulting   January 2015 - Present
Private Investor   February 2006 - Present
Evergreen Domestic Energy   August 2014 - October 2014
Dragon Studios   August 1999 - August 2008
Auraria Book Center   January 1999 - June 2000
Auraria Book Center   August 1995 - December 1998

Skills
Team Building, Customer Service, Strategic Planning, Organizational..., Public Speaking, PowerPoint, Microsoft Word, Management, Customer Satisfaction, Negotiation, Social Networking, Analysis, Leadership, Coaching, Leadership Development, Team Leadership, Business Planning, Microsoft Office, Microsoft Excel, Project Management, Marketing

Education
University of Phoenix-Colorado Campus   2012 — 2014
Master of Business Administration (MBA), 3.97 GPA

University of Phoenix   2009 — 2012
Bachelor of Science (B.S.), Business Administration, 3.96 GPA

Community College of Denver   1997 — 1999
General Education

Metropolitan State University of Denver   1994 — 1997
none, General Education

John Brydson John Brydson Greenwich, Connecticut Details
John Brydson's Private Investor Experience December 2011 - Present
Job Director at Penn West
Industry Investment Management
Experience
Penn West  June 2014 - Present
American Friends of Heriot-Watt University   September 2013 - Present
Private Investor   December 2011 - Present
American Friends of Heriot-Watt University   September 2002 - September 2013
Hestan Consulting Group   April 2010 - December 2011
Credit Suisse  May 1995 - December 2009
Lehman Brothers  1983 - 1995
Chase Manhattan Bank  1977 - 1983
Institutional Money Management in the UK   1974 - 1977

Skills
Portfolio Management, Investments, Risk Management, Investment Banking, Equities, Financial Services, High Yield, Special Situations, Strategy, Mergers & Acquisitions, ., Hedge Funds, Capital Markets, Fixed Income, Management, Derivatives, Private Equity, Asset Management

Education
Heriot-Watt University   1970 — 1974
BA (Hons,upper second), Economics

Robert (Mitch) Coluzzi Robert (Mitch) Coluzzi Des Moines, Iowa Area Details
Robert (Mitch) Coluzzi's Private Investor Experience August 2009 - March 2010
Job Broker at Coluzzi Real Estate INC
Industry Real Estate
Experience
Coluzzi Real Estate INC   November 2014 - Present
ALL DAY HOMES LLC   January 2012 - Present
Schupp Real Estate   September 2013 - July 2015
John Deere  May 2011 - January 2015
RFC Remodeling and Construction   November 2007 - May 2012
Indiana University  2008 - 2012
Niemeyer Auction Services & Realty   March 2008 - September 2011
Private Investor   August 2009 - March 2010
Century 21 South County Real Estate   August 2007 - February 2008

Skills
Real Estate Investment..., Whole House Renovations, SAP R/3, Project Management, SAP SD Module, Java Application..., Visual Basic..., HTML Development, SAP PP Module, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Real Estate Transactions, Operating Budgets, Real Estate Contracts

Education
Indiana University Bloomington   2008 — 2012
Bachelor of Science (BS), Informatics, Cum. GPA 3.55 4.0 Major GPA

Indiana University Bloomington   2008 — 2012
Bachelor of Informatics, Information Technology

Sheila Weaver Sheila Weaver Greater Seattle Area Details
Sheila Weaver's Private Investor Experience March 2007 - Present
Job Business Development Aerospace; Private Investor
Industry Aviation & Aerospace
Experience
GE Aviation  May 2007 - Present
Private Investor   March 2007 - Present
ArtsWest  January 2007 - Present
Smiths Aerospace  2004 - 2007
Dowty Aerospace  1997 - 2004
Titeflex Corporation  1995 - 1997

Skills
Program Management, Business Development, Engineering Management, Cross-functional Team..., Aviation, Business Process..., Continuous Improvement, Aircraft, Business Strategy, Operational Excellence, Strategic Sourcing, Product Development, New Business Development, Root Cause Analysis, Strategic Planning, Strategy, Avionics, International Business, P&L Management

Education
University of Washington, Michael G. Foster School of Business   1998 — 2000
MBA, Business

Quinnipiac University - School of Business   1980 — 1984
B.S., International Business & Export Marketing

Robert L Mark Robert L Mark Greater New York City Area Details
Robert L Mark's Private Investor Experience January 2015 - Present
Job Director, Global Accounts at Hewlett Packard Software
Industry Computer Software
Experience
Private Investor   January 2015 - Present
Hewlett Packard Software  October 2011 - December 2014
Autonomy, Inc.   July 2007 - October 2011
ZANTAZ, Inc.   July 2004 - July 2007

Skills
Management, Cloud Computing, Enterprise Software, SaaS, Solution Selling, Professional Services, Go-to-market Strategy, Channel Partners, Account Management, Strategic Partnerships, Salesforce.com, CRM, Business Alliances, Sales Strategy, Contract Negotiations

Education
LIU Post
BS Business Management

James Rank James Rank Greater New York City Area Details
James Rank's Private Investor Experience March 2010 - March 2012
Job Chief Investment Officer at Aspire Advisors, LLC
Industry Financial Services
Experience
Aspire Advisors, LLC   April 2012 - Present
Private Investor   March 2010 - March 2012
CreditSights  March 2008 - March 2010
Terragon Capital Management   February 2007 - March 2008
Merrill Lynch  January 2004 - February 2007

Education
Rensselaer Polytechnic Institute   1999 — 2003
Bachelor's degree, Finance & Economics

Malvern Lusky, CPA, CGMA Malvern Lusky, CPA, CGMA Sugar Land, Texas Details
Malvern Lusky, CPA, CGMA's Private Investor Experience January 1998 - Present
Job Private Investor, Visioneer, Entrepreneural Consulting
Industry Capital Markets
Experience
LuskyGroup - Business Strategies   1980 - Present
MIT ENTERPRISE FORUM of Texas   January 2012 - Present
MIT New Venture Clinic   2011 - Present
Alliance of Texas Angel Networks   November 2011 - Present
Pervino Group, Inc.   June 2007 - Present
Private Investor   January 1998 - Present
Private Investment Partnership   2006 - Present
Houston Angel Network  January 2011 - January 2013
national sports and entertainment marketing company   1989 - 2004
Malvern D Lusky CPA, PC   1980 - 2004

Skills
Management Consulting, Business Strategy, Coaching, Mentoring, Photography, Venture Capital, Entrepreneur, Business Planning, Strategic Planning, Due Diligence, Small Business, Fundraising, Entrepreneurship, Budgeting, Negotiation, New Business Development, Executive Management, Mergers, Financial Analysis, Event Producing, Budgets, Investments, Mergers & Acquisitions, Corporate Finance, Marketing, Finance, Management, Nonprofits, Leadership, Strategy, Consulting, Angel Investing, Accounting, Corporate Development, Business Development, Strategic Partnerships, Restructuring, Private Equity, Investor Relations, Financial Modeling, Business Valuation, Start-ups, Sales, Contract Negotiation

Education
University of Houston   1976 — 1977
Accounting

The University of Texas at Austin   1968 — 1971
Bachelor of Journalism, Communications

Adam Gendell Adam Gendell San Francisco Bay Area Details
Adam Gendell's Private Investor Experience 1997 - 2005
Job Director, Gendell Gallery
Industry Fine Art
Experience
Gendell Gallery   January 2006 - Present
Private Investor   1997 - 2005
Industrial Indemnity  January 1985 - March 1997
Bank of California  October 1981 - June 1984

Skills
Art, Contemporary Art, Galleries, Photography, Art Exhibitions, Books, Portrait Photography, Photos, Figurative Art, Abstraction, Fine Art

Education
LIU Post   1978 — 1981
BS, Finance, Economics

University of Maryland College Park   1976 — 1978
Finance, Economics

Rick Welch Rick Welch Greater Philadelphia Area Details
Rick Welch's Private Investor Experience 1995 - 2011
Job Investment Management diversification and asset allocation strategies, portfolio analysis and retirement planning.
Industry Investment Management
Experience
Academy Wealth Advisers   July 2011 - Present
Private Investor   1995 - 2011
Minuteman Lubricants   1991 - 1995
Consep Membranes   1991 - 1994
Pine Grove Landfill   1986 - 1990
RIMIRO Corporation   1986 - 1990

Education
United States Naval Academy   1977 — 1981
BS, Resources Management

University of Southern California   1983 — 1985
MS, Systems Management

Temple University   2006 — 2011
MS, Finance

Jeff Sparks Jeff Sparks Darien, Connecticut Details
Jeff Sparks's Private Investor Experience 2009 - 2014
Job Managing Director
Industry Financial Services
Experience
Private Investor   2009 - 2014
UBS Investment Bank  1994 - 2008
Chemical Bank  1993 - 1994
Bankers Trust Company  1987 - 1993
Bank of America  1985 - 1987

Skills
Communication Skills, Organization &..., Operational Excellence, Close Attention to..., Adaptability, Perseverance, Persuasiveness, Sales Presentations, Negotiation, Equities, Wealth Management, Derivatives

Education
Sewanee-The University of the South   1980 — 1984
Bachelor of Arts (BA), Economics

Phil Cooper Phil Cooper Greater Boston Area Details
Phil Cooper's Private Investor Experience 2005 - Present
Job Private Investor
Industry Investment Management
Experience
Private Investor   2005 - Present
Goldman Sachs  August 1996 - December 2005

Skills
Investments, Private Equity, Hedge Funds, Alternative Investments, Asset Management, Angel Investing, Equities, Business Strategy, Management, Financial Modeling, Venture Capital, Strategic Planning, Valuation, Due Diligence, Mergers & Acquisitions

Education
Massachusetts Institute of Technology - Sloan School of Management   1983 — 1984
MS, Management

Syracuse University   1972 — 1973
Bachelor of Science (BS), Management and Journalism

Boston University   1969 — 1972

Jamesville DeWitt

Jamesville DeWitt

Danielle Gonzales Danielle Gonzales Greater New York City Area Details
Danielle Gonzales's Private Investor Experience November 2011 - October 2012
Job Assistant Controller at Pico Quantitative Trading
Industry Financial Services
Experience
Pico Quantitative Trading  July 2014 - Present
Pico Quantitative Trading  February 2013 - July 2014
Private Investor   November 2011 - October 2012
Traiana  March 2010 - November 2011
E1 Asset Management  March 2009 - March 2010
E1 Asset Management  August 2007 - March 2009
The Tax Club  March 2007 - August 2007
StrawberryFrog  August 2006 - March 2007

Skills
Variance Analysis, Budgeting, Budget Analysis, Account Reconciliation, Internal Audit, Excel, Quickbooks, Payroll, Market Data, ADP Payroll, Paychex, Accounts Payable, Bookkeeping, QuickBooks, Microsoft Excel, Budgets, Management, Accounting, Human Resources, Finance, Auditing, Equities, Financial Analysis, Financial Reporting, Financial Modeling, Trading

Education
New Jersey City University   2003 — 2007
Bachelor of Science, Accounting

Piera Fagaly Piera Fagaly Kalamazoo, Michigan Area Details
Piera Fagaly's Private Investor Experience October 2011 - Present
Job .
Industry Accounting
Experience
Frederick Construction   August 2015 - Present
Private investor   October 2011 - Present
BASIC  May 2014 - August 2015
Accounting Alternatives  May 2012 - May 2014
Mspa   August 2004 - August 2012
Western Michigan University  September 2009 - April 2012
Stryker  May 2011 - October 2011
Bob's Tile Installation   January 2007 - May 2011
Coachlite   September 2000 - August 2004
City Auto Sales   December 1999 - September 2000

Skills
Fluent in Italian, Accounting, Accounts Payable, Accounts Receivable, QuickBooks, Payroll, Invoicing, Tax, Customer Service, Data Entry, Cash Flow, Bookkeeping, Microsoft Excel, Auditing, Italian, Finance, Financial Analysis, Financial Reporting, Management, Microsoft Office, Time Management

Education
Western Michigan University - Haworth College of Business   2009 — 2013
Business Administration, Accounting

Kalamazoo Valley Community College
Associates of Arts, General

Dale Hensel Dale Hensel Corrales, New Mexico Details
Dale Hensel's Private Investor Experience October 2011 - Present
Job Director
Industry Real Estate
Experience
Private Investor   October 2011 - Present
Isle of View   January 2006 - Present
SND HOLDING LLC   2012 - 2013
Isle of View   February 2007 - November 2010
Isle Of View LLC   January 2006 - September 2010
Mortgage Assistance Corporation  April 2003 - December 2007
009 Properties   April 1996 - June 2006
Fishing Boats in alaska   March 1991 - January 1996

Skills
Structured Finance, International Real..., Hard Money Lending, Real Estate, Investors, Real Estate Transactions, Online Advertising, Investment Properties, Residential Homes, Strategic Planning, REO, Negotiation, Property Management, Real Estate Economics, Investments, Real Estate Investor, Rentals, Small Business, Sales, Entrepreneurship, Start-ups, Business Development, Fundraising, Lean Startup, Start-up Consulting, Bootstrapping, Leadership, Selling, Mortgage Lending, Due Diligence, Loans, Disposition, Leases, Real Estate Financing, Apartments, Condos, Short Sales, First Time Home Buyers, Brokerage, HUD, Commercial Real Estate, Management

Education
Idaho State University   1988 — 1990

Idaho State University   1988 — 1989

Don Oas Don Oas Santa Barbara, California Area Details
Don Oas's Private Investor Experience January 2009 - Present
Job Managing Director Digital Performance Marketing Group
Industry Internet
Experience
Digital Performance Marketing Group   February 2014 - Present
Private Investor   January 2009 - Present
Marymount of Santa Barbara  September 2007 - Present
Aviesta   February 2011 - January 2014
Blue Casa Communications  June 2003 - December 2008
Software.Com  January 1999 - December 2002
Verizon  June 1989 - January 1999

Skills
Business Development, Management, Product Management, Start-ups, Strategic Partnerships, SaaS, Strategic Planning, Business Strategy, Product Marketing, E-commerce, Agile Methodologies, Strategy, Telecommunications, Entrepreneurship, Venture Capital, Cross-functional Team..., Project Management, Marketing Strategy, Digital Marketing, Cloud Computing, Integrated Marketing, Social Media, Analytics, Selling, Sales

Education
Gustavus Adolphus College
BA, Economics

University of Colorado Boulder
MBA, Finance and Marketing

Bob Evermore Bob Evermore Bend, Oregon Details
Bob Evermore's Private Investor Experience May 1995 - December 2014
Job TBD at Pulsed Light, Inc
Industry Electrical/Electronic Manufacturing
Experience
Pulsed Light, Inc   February 2015 - Present
Subaru of Bend - Thomas Sales & Service   October 2012 - Present
Private Investor   May 1995 - December 2014
Bend Rovers   April 2008 - October 2012
Arrowhead General Insurance Agency  1993 - 1996
Arrowhead General Ins Agcy   January 1993 - May 1995
Transamerica Premier Ins Co   June 1987 - January 1993
United Pacific Insurance Co   June 1984 - June 1987
Westfield Insurance Company  June 1981 - May 1984

Skills
New Business Development, Product Development, Strategic Planning, Product Management, Insurance, Automotive, Sales Management, Underwriting, Negotiation, Customer Service, Team Building, Sales, Marketing, Business Planning, Customer Satisfaction, Customer Retention

Education
Glenville State College   1978 — 1981
BA, Business Admin/Computer Science

Rootstown High School   1973 — 1976
HS Diploma, College Prep

Anthony (Tony) Francalancia Anthony (Tony) Francalancia Fort Lauderdale, Florida Details
Anthony (Tony) Francalancia's Private Investor Experience April 2002 - July 2007
Job Realtor at Castelli Real Estate Services
Industry Real Estate
Experience
Castelli Real Estate Services  October 2014 - Present
Hart Pro Realty   August 2013 - September 2014
Florida Property Experts Inc   February 2013 - August 2013
Concord Real Estate Inc   February 2012 - February 2013
Florida Property Experts Inc   January 2010 - February 2012
Concord Real Estate Inc   September 2009 - January 2010
Adams, Cameron & Co. Realtors   July 2007 - September 2009
A-Air of Volusia, Inc.   June 2008 - December 2008
Private Investor   April 2002 - July 2007
Contract Programming Services, Ins   April 1993 - December 2004

Skills
Real Estate, Systems Analysis, Short Sales, Quality Assurance, Testing, Programming, REO, SDLC, Real Estate Investment, Investments, Negotiation, Business Analysis, Customer Relations, Process Improvement, Investment Properties, Documentation, Analysis, Problem Solving, Excel, Mergers, Accounting, Requirements Analysis, Home, Software Documentation, JCL, Contract Negotiation, Microsoft Excel, Microsoft SQL Server, Customer Service, Referrals, Residential Homes, Training, Sellers, Selling, Investors, Foreclosures, Real Estate Transactions, Property, First Time Home Buyers, Property Management, Buyer Representation, Rentals, Relocation, Commercial Real Estate, Program Management, Asset Management, Mergers & Acquisitions, Single Family Homes, Loans, Condos

Education
Bunker Hill Community College   1976 — 1979
A.A.

University of Massachusetts Boston

Daniel Doody Daniel Doody Barrington, Illinois Details
Daniel Doody's Private Investor Experience July 2014 - Present
Job Investor
Industry Telecommunications
Experience
Legacy International  November 2014 - Present
Private Investor   July 2014 - Present
R&H Contracting   April 2014 - July 2014

Skills
Marketing Strategy, Marketing Management, Business Networking, Product Marketing, Marketing, Sales, Leadership, Customer Service, Management, Social Networking

Education
Marquette University   2012 — 2014
Finance

Samuel Hu, CFA Samuel Hu, CFA Washington D.C. Metro Area Details
Samuel Hu, CFA's Private Investor Experience February 2012 - Present
Job EVP Head of Legal, Compliance and Operations at Fundation Group LLC
Industry Financial Services
Experience
Fundation Group LLC  July 2014 - Present
Private Investor   February 2012 - Present
Chapman and Cutler LLP  April 2012 - June 2014
Morgan Stanley  October 2009 - January 2012
Orrick Herrington & Sutcliffe LLP  August 2007 - October 2009
Stikeman Elliott LLP  July 2006 - May 2007
Current Sales Corporation   April 2002 - December 2003

Skills
Structured Finance, Derivatives, Capital Markets, Corporate Finance, Credit Analysis, Due Diligence, Structured Products, Securities Regulation, Securitization, Financial Structuring, Debt, Securities Law, Equity Capital Markets, Finance, Information Security, Internal Controls, Software Development

Education
CFA Institute   2009 — 2012
CFA, Chartered Financial Analyst charter holder

The University of British Columbia   2003 — 2006
Bachelor of Laws (JD), Law

Simon Fraser University   1996 — 2002
Bachelor of Applied Science, EE

Jennifer L. Reimer Jennifer L. Reimer Seattle, Washington Details
Jennifer L. Reimer's Private Investor Experience November 2013 - Present
Job Owner at Practice of Madness Magazine
Industry Writing and Editing
Experience
Private Investor   November 2013 - Present
Jennifer L. Reimer   August 2013 - Present
Practice of Madness Magazine   December 2009 - Present
(Private Investor)   February 2013 - May 2013
Life Mental Health   August 2012 - April 2013
Ex Pats Post   March 2013 - December 2013
Psychology Tomorrow Magazine   July 2013 - August 2013
Author and Journalist   2005 - 2013
Simon Fraser University  July 2009 - July 2010
Simon Fraser University  July 2009 - April 2010

Skills
Technical Writing, Proposal Writing, Technical Presentations, Blogging, Qualitative Research, Proofreading, Research, Teaching, Tutoring, Interviews, Sociology, Report Writing, Photography, Microsoft Office, History, Copy Editing, Health Journalism, Health Reporting, Narrative Journalism, Digital Journalism, Media Ethics, Visual Journalism, Publications, Grant Writing, Books, Web Content, Editing, Creative Writing, WordPress, Magazines, Journalism, Storytelling

Education
Simon Fraser University   2009 — 2010
M.A, Sociology and Anthropology

The University of Winnipeg   2004 — 2009
B.A.(hons), Sociology

The University of Winnipeg   2003 — 2009
B.A. Honours, Sociology

McGill University   2002 — 2003
Master's degree, Sociology and Anthropology

Jay Freeman Jay Freeman New York, New York Details
Jay Freeman's Private Investor Experience 1987 - Present
Job Private Investor, Entrepreneur
Industry Computer Hardware
Experience
Wheatley Partners   1990 - Present
Private Investor   1987 - Present
Hand In Hand  2007 - 2013
FA Components   1980 - 1987
British Consulate  1976 - 1980
Parker Hannifin  1973 - 1976
Telesignal, Sperry Gyrosscope, Litton, Reeves Instruments   1965 - 1975

Skills
Start-ups, Entrepreneurship, Management, Marketing, Fundraising, Investments, Business Strategy, Sales, Financial Analysis, New Business Development, Strategic Partnerships, Business Development, Strategic Planning, Mergers & Acquisitions, Product Management, Program Management, Negotiation, Product Development, Cloud Computing, Public Speaking, Mergers, Project Planning, Team Leadership

Education
City University of New York City College   1958 — 1960
BEE, Electronic Engineer

City University of New York-Brooklyn College   1956 — 1958
BEE, Engineering

Stuyvesant HS   1953 — 1956
HS diploma, Science

Karen R. Ayers Karen R. Ayers Austin, Texas Area Details
Karen R. Ayers's Private Investor Experience August 2008 - Present
Job Financial Mgmt. Consultant for Private Investor
Industry Computer Software
Experience
Private Investor   August 2008 - Present
Contract Finance & Accounting   2004 - 2012
Contract Financial Manager/Analyst   2002 - 2012
ADC Austin; EIMS Direct   January 2005 - November 2011
ASI Corp  2000 - 2003
Emerson Process Management  1996 - 1999
Emerson Process Management  1992 - 1996
Fisher Controls, Monsanto   1984 - 1992

Skills
Cash, Inventory Management, Forecasting, Accounting, Budgeting, Strategic Planning, Start-ups, Financial Reporting, Financial Analysis, Business Planning, Excel, Financial Modeling, Process Improvement, Business Analysis, Financial Management, Internal Controls, Budgets, Payroll, Microsoft Excel, Team Building, Management, Cash Flow, Finance, Human Resources, Recruiting, Managerial Finance, Business Process..., QuickBooks, Analysis

Education
Texas Lutheran University   1980 — 1984
B.A.

A Rosenthal A Rosenthal Chicago, Illinois Details
A Rosenthal's Private Investor Experience April 2015 - Present
Job Administrative Assistant at Private Investor
Industry Consumer Services
Experience
Private Investor   April 2015 - Present
Servcorp USA  July 2013 - April 2015
Gymboree  September 2011 - July 2013
Monterey Peninsula Inns   August 2010 - August 2011
Bookmark Music   July 2005 - August 2011
Roosevelt University  January 2009 - January 2010
Roosevelt University  January 2008 - January 2010
Pebble Beach Company  May 2007 - January 2009

Skills
Punctual, Great Customer Service..., Hard Working, Creative, Observant, Management, Leadership, Communication, Problem Solving, Customer Service, Singing, Teaching, Microsoft Office, Sales, Public Speaking, Customer Satisfaction, Social Media, Outlook, Research, Access, Event Planning, Data Entry

Education
Roosevelt University   2006 — 2010
Bachelor of Music, Vocal Performance

Patricia MacKenzie Patricia MacKenzie New York, New York Details
Patricia MacKenzie's Private Investor Experience 2004 - 2008
Job Asset Management | Chartered Alternative Investment Analyst (CAIA) | Compliance Project Management
Industry Financial Services
Experience
Carnegie Advisory Services, LLC   2008 - Present
Private Investor   2004 - 2008
Deutsche Bank  2001 - 2001
Goldman Sachs  1998 - 2000
Deutsche Bank  1996 - 1998
Early Career  1983 - 1996

Skills
Asset Management, Alternative Investments, Hedge Funds, Regulatory Compliance, Project Management, Banking, Relationship Management, Emerging Managers, Salesforce.com, Microsoft Office, Strategy, Capital Markets, Private Equity, Due Diligence, Derivatives, Start-ups, Investment Advisors Act..., Microsoft Excel, Private Wealth...

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

Saint John's University - Peter J. Tobin College of Business
BS (cum laude), Quantitative Analysis

Michelle Bowker White Michelle Bowker White Dallas, Texas Details
Michelle Bowker White's Private Investor Experience November 2014 - Present
Job Contractor at Private Investor
Industry Logistics and Supply Chain
Experience
Private Investor   November 2014 - Present
family / home   July 2013 - Present
Greatwide Logistics Services  May 2012 - July 2013
Dicker Staffing Services  August 2011 - May 2012
a private individual   September 2010 - January 2012
Balfour Beatty Construction  April 2010 - July 2011
7-Eleven  September 2004 - February 2010
7-Eleven  November 1996 - February 2002

Skills
Logistics, Process Improvement, Microsoft Excel, Inventory Management, Training, Analysis, Purchasing, Business Process, Logistics Management, Time Management, Supply Chain, Operations Management, Transportation, Inventory Control, Six Sigma

Education
Purdue University

Micro Analytics
Truck Stops Routing

John Brown University

LaDonne Lloyd LaDonne Lloyd Austin, Texas Area Details
LaDonne Lloyd's Private Investor Experience July 2012 - Present
Job Clinical Research Coordinator at Premier Research
Industry Venture Capital & Private Equity
Experience
Premier Research  June 2013 - Present
Private Investor   July 2012 - Present
Freelance Nursing (Agencies)   October 2005 - Present
ACD Direct  February 2007 - July 2012
Freelance  2003 - 2010
ASH  2003 - 2006

Skills
Nursing, Cpr Certified, Hospitals, Treatment, Nurses, Health, Property Management, Home Care, Healthcare, Elder Care, Case Managment, Transaction Sourcing, Program Development, Nonprofits, Management, Microsoft Word, Community Outreach, Policy, Volunteer Management, Public Relations, Training, Supervisory Skills, Outlook, Clinical Research, Public Speaking, Data Entry, Leadership, Coaching, Teaching, Research, Team Building, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Social Networking, Event Planning, Marketing, Strategic Planning, Budgets, Team Leadership, Recruiting, Social Media, CPR Certified

Education
Austin Community College   1980 — 1982
Associate's degree, LVN

University of Texas

Mark Zimmer Mark Zimmer Greater Boston Area Details
Mark Zimmer's Private Investor Experience October 2011 - Present
Job Trader and Investor
Industry Financial Services
Experience
Private Investor   October 2011 - Present
Agamenticus Advisors LLC   September 2009 - September 2011
Global Housing Foundation   June 2007 - November 2010
Minds Eye Software   2008 - September 2010
Keystone Equities   July 2007 - May 2009
J Giordano Securities Group  April 2006 - May 2007
Philadelphia Brokerage   September 2002 - March 2006
National Securities  September 2001 - September 2002
Amroc Securities   February 2001 - September 2001
PMG Capital   January 2000 - January 2001

Skills
Investment Banking, Trading, Private Equity, Investments, Real Estate, Series 7, Series 63, Series 24, Series 55, Finance, Financial Markets, Business Development, Asset Management, Mutual Funds

Education
Lehigh University - College of Business and Economics   1978 — 1981
Finance, Economics, IR

Michael Rutner Michael Rutner Dallas/Fort Worth Area Details
Michael Rutner's Private Investor Experience July 2015 - Present
Job
Industry Venture Capital & Private Equity
Experience
Private Investor   July 2015 - Present
Bowdon Energy Corporation   September 2011 - July 2015
Pangea's Edge Holdings, Ltd.   September 2011 - July 2015
The Zucker Group   August 2009 - September 2011
Kaysar Investment Partners   October 2008 - August 2009
Q Investments  January 2007 - October 2008
American Airlines  August 2005 - January 2007
United States Bankruptcy Court - Southern District of New York  January 2002 - July 2003
Shearman and Sterling  September 1999 - January 2002

Education
University of Pennsylvania - The Wharton School   2003 — 2005
MBA

Boston College Law School   1996 — 1999
JD

University of Pennsylvania   1992 — 1996
BA

Betsy Maness Betsy Maness San Francisco Bay Area Details
Betsy Maness's Private Investor Experience 2000 - 2005
Job Financial Administrator
Industry Financial Services
Experience
Private Associates   2007 - Present
US Trust  2005 - 2007
Private Investor   2000 - 2005
C&H Sugar  1986 - 1996
Genstar Corporation  1981 - 1985

Skills
Management, Non-profit..., Personal Finance, Event Planning, Consultant Liaison, Finance, Budgets, Small Business, Estate Planning, QuickBooks, Wealth Management, Financial Reporting, Administrative Work, Software Documentation, Insurance, Full-Charge Bookkeeping, Employee Management, Office Administration, Special Events..., Analysis, Residence Management, Private Jet Management, Remote Access, Investments, Employee Benefits, Administration, Public Speaking, Entrepreneurship

Education
Prescott College   1969 — 1972
B.A., Literature

Jose Ma Campos

ToastMasters
Made it throught the toughest speeches!!

Mark Lamb Mark Lamb Louisville, Kentucky Area Details
Mark Lamb's Private Investor Experience July 2012 - Present
Job Senior Derivatives Portfolio Manager and Trader
Industry Investment Management
Experience
Private Investor   July 2012 - Present
AEGON USA Investment Management  December 2009 - July 2012
SECURITY BENEFIT  February 2003 - February 2009
ARM FINANCIAL GROUP  November 1998 - March 2000
LG&E ENERGY MARKETING   July 1997 - November 1998
AEGON USA (formerly PROVIDIAN/CAPITAL HOLDING)   November 1991 - July 1997
CAPITAL HOLDING  February 1989 - November 1991
AMERICAN GENERAL CORPORATION  November 1986 - February 1989
Texas Instruments  June 1983 - November 1986

Skills
Risk Management, Modeling, Derivatives, Matlab, Asset Management, Financial Modeling, Investments, Capital Markets, Asset Managment, Portfolio Management, Finance, Valuation, Financial Risk, Credit Risk, ALM, Alternative Investments, Equities, Equity Derivatives, Fixed Income, Strategic Financial..., Forecasting, Corporate Finance, Bonds, Trading, Interest Rate..., FX trading, FX Derivatives, Options, Investment Strategies, Hedging, Financial Analysis, Credit, Economics, Mutual Funds, Competitive Analysis, Analysis, Management, Strategy, Structured Finance, Futures Trading, Securities, Financial Planning

Education
Murray State University   1982 — 1983
MBA, Finance

Murray State University   1978 — 1982
BS, Engineering Physics

Hussain Al-Kazemi Hussain Al-Kazemi Greater Los Angeles Area Details
Hussain Al-Kazemi's Private Investor Experience March 2009 - Present
Job | Capital Raising | Investment Analytics | Negotiation Strategy |
Industry Financial Services
Experience
Private Investor   March 2009 - Present
CEDR   September 2013 - December 2013
Los Angeles Superior Court  May 2012 - May 2013
Wafra Investment Advisory Group  June 2010 - August 2010
National Bank of Kuwait  July 2002 - August 2002

Skills
Mediation, Arbitration, Valuation, Mergers & Acquisitions, Private Equity, Dispute Resolution, Securities, Courts, Negotiation, Litigation, Legal Research, Legal Writing, Entrepreneurship, International..., Due Diligence, Portfolio Management, Investments, Strategy, Corporate Governance, Contract Negotiation, Business Strategy, Forecasting, Corporate Finance, Business Development, Economics, Mergers, Business Planning, Emerging Markets, Financial Modeling, Financial Analysis, International Business, Business Valuation, Asset Management, Real Estate, Risk Management, Investment Banking, Capital Markets, Equity Research, Management Consulting, Strategic Planning, Corporate Law

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2014 — 2015
Master of Science (M.S.) in Applied Finance, Financial Mathematics and investments

Pepperdine University School of Law - Straus Institute for Dispute Resolution   2011 — 2013
Masters of Dispute Resolution, Negotiation, Mediation, Arbitration

Pepperdine University, The George L. Graziadio School of Business and Management   2009 — 2011
MBA, Finance

American University - Kogod School of Business   2006 — 2008
BSBA, -Accounting & Business Law, Finance & Real Estate; International Business

Case Western Reserve University   2004 — 2006
Bachelor of Science (BS), Finance

Sergio Lujan Sergio Lujan Toronto, Canada Area Details
Sergio Lujan's Private Investor Experience October 2010 - November 2011
Job Internal Wholesaler at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments  November 2013 - Present
Mackenzie Investments  July 2012 - October 2013
Mackenzie Investments  December 2011 - June 2012
Private Investor   October 2010 - November 2011
Spanish Ministry of Education  September 2010 - June 2011

Skills
Time Management, Equities, PowerPoint, Customer Service, Social Media, Sales, Marketing, Analysis, Financial Analysis, Financial Planning, Financial Services, Market Research, Leadership, Portfolio Management, Relationship Management

Education
Chartered Investment Manager   2013 — 2014
CIM

Canadian Securities Course
CSC, Finance

Brock University   2006 — 2010
Bachelor, Business Administration

Paul Richnavsky Paul Richnavsky Pleasant Hill, California Details
Paul Richnavsky's Private Investor Experience June 2004 - April 2012
Job
Industry Consumer Services
Experience
Genentech  February 2013 - May 2013
Dupont Pioneer  April 2012 - November 2012
Private investor   June 2004 - April 2012
Wood Rose Preparatory   2001 - 2004
UC Davis  1997 - 2000

Skills
science, Research, Data Analysis, Molecular Biology, Business Services, Biotechnology, Lifesciences, Science, Strategy, Public Speaking, Entrepreneurship, Leadership, Laboratory, Software Documentation, Biochemistry, Statistics

Education
UC Davis   1995 — 1998
Bachelors of Science, Genetics

Diablo Valley College   1994 — 1995

Daryl Silva Daryl Silva Lowell, Massachusetts Details
Daryl Silva's Private Investor Experience June 2010 - July 2011
Job PreMed Student at University of Massachusetts Lowell
Industry Medical Practice
Experience
University of Massachusetts Lowell  September 2012 - Present
Dynasplint Systems  November 2011 - March 2012
Sustainalytics  July 2011 - November 2011
Private Investor   June 2010 - July 2011
Fisheries and Oceans Canada  September 2009 - May 2010
Marine Biological Laboratory  May 2008 - August 2008

Skills
Image Analysis, Video Analysis, Technical Analysis, Research Analysis, Construction, French, Hebrew, Customer Relations, Fundamental Analysis, Animal Behavior, Health Insurance, Financial Planning, Medical Billing

Education
UMass Lowell   2012 — 2014

Dalhousie University   2007 — 2009
B.Sc. Honours, Marine Biology

McGill University   2005 — 2007
B.Sc., Biology

Stuart Skalka Stuart Skalka Reno, Nevada Area Details
Stuart Skalka's Private Investor Experience August 2003 - Present
Job Photographer
Industry Investment Management
Experience
Photographer  January 2013 - Present
Private Investor   August 2003 - Present
Saxon Woods Advisors   2001 - 2003
Fiduciary Trust Company  1999 - 2001
Evergreen Funds  March 1993 - August 1999
Financial Data Systems   1990 - 1993
Value Line  1987 - 1989
Salomon Brothers  1981 - 1984
Pan American World Airways  1979 - 1981

Skills
Investing, esp...., Financial, Market and..., Internet Research, Manufacturing, Politics, Portfolio Management, Investments, Financial Markets, Stock Picking, Emerging Markets, Stocks, ETFs, Equities, Equity Research, Asset Management, Valuation, Financial Modeling, Financial Analysis, Investment Strategies, Due Diligence, Corporate Finance, Hedge Funds, Technical Analysis, Securities, Economics, Capital Markets, Industry Analysis, Business Strategy, Private Equity, Mutual Funds, Mergers, Investment Banking, Alternative Investments, Wealth Management, conversational French, Investment Advisory, DCF, WACC, Dividend Policy, Economic Value Added, Valuation Modeling, Forensic Accounting, Stock Research, Growth Investing, Value Investing, Equity Research Analysis, M&A Modeling, Investment Valuation, Technology, Technology Research

Education
University of Pennsylvania - The Wharton School   1977 — 1979
MBA, Finance

Massachusetts Institute of Technology   1973 — 1977
BS, Computer Science

Roy Mattox Roy Mattox Bogalusa, Louisiana Details
Roy Mattox's Private Investor Experience March 2000 - June 2015
Job Private Investor / Chief Investment Advisor
Industry Investment Management
Experience
Private Investor   March 2000 - June 2015
Darvas Investment Management LLC   September 2010 - December 2014
Paine Webber  February 1995 - February 2000
A.G. Edwards & Sons   January 1988 - February 1995
MBank Houston   January 1985 - October 1987

Skills
Registered Investment..., Investments, Financial Markets, Finance, Stock Trading, Investment Strategies, Hedge Funds, Portfolio Management, New Business Development, Financial Sales, Investment Analysis, Investment Management, Financial Services

Education
Louisiana State University   1983 — 1985
Master of Business Administration (M.B.A.), Finance

Louisiana State University   1976 — 1981
BS, Industrial Technology

Frank Caprio Frank Caprio Providence, Rhode Island Area Details
Frank Caprio's Private Investor Experience May 2013 - Present
Job Equity and Credit investor
Industry Venture Capital & Private Equity
Experience
Private Investor   May 2013 - Present
Chatham Capital  2011 - Present
State of Rhode Island  2006 - 2010

Skills
Mergers, Investments, Leadership, Financial Analysis, Retirement, Public Speaking, Divestitures, Due Diligence, Restructuring, Series 7, Financial Modeling, Strategic Planning, Customer Service, Venture Capital, Strategic Financial..., Sales, Financial Reporting, Team Building, Private Equity, Finance, Public Relations, Business Development, Mutual Funds, Portfolio Management, Real Estate, Mergers & Acquisitions, Business Strategy, Valuation, Entrepreneurship, Strategy, Executive Management, Small Business, Risk Management, Business Planning, Asset Management, Management, Negotiation, Loans, Credit, Investment Management, Corporate Finance, Analysis, Accounting, Banking, Investment Banking, Securities, Tax, Hedge Funds, Managerial Finance, Investment Advisory

Education
Harvard University   1984 — 1988
Bachelors, Economics

Bishop Hendricken High School   1980 — 1984

Richard Baumer Richard Baumer West Palm Beach, Florida Details
Richard Baumer's Private Investor Experience May 2014 - Present
Job Member of the Board at Biltmore Technologies, Inc.
Industry Publishing
Experience
Biltmore Technologies, Inc.   April 2015 - Present
Private Investor   May 2014 - Present
Military Working Dog Team Support Assn   2012 - Present
Imagination Publishing  January 2005 - April 2014
Baumer Financial Publishing   July 1997 - January 2005
E.F. Baumer & Company   September 1976 - July 1997
U.S. Army   January 1991 - May 1991
US Army Recruiting Command  February 1975 - September 1976
U. S. Army   January 1972 - January 1975
U.S. Army   February 1970 - June 1971

Skills
Social Media Marketing, SEO, Copywriting, Digital Strategy, SEM, Management, Content Strategy, Blogging, Strategic Planning, Editing, Copy Editing, Integrated Marketing, Web Analytics, Facebook, Publishing, Web Content, Business Strategy, Army, Account Management, PPC, Market Research, Project Management, Public Relations, Content Management, Digital Media, Public Speaking, Social Networking, Content Development, Marketing Communications, Online Marketing, Advertising, Social Media Measurement, Content Marketing, Mobile Marketing

Education
Webster University   1975 — 1976
MA, Management

Claremont McKenna College   1963 — 1967
BA, Economics

La Salle High School, Pasadena, CA   1959 — 1963

Harris Leck Harris Leck San Francisco Bay Area Details
Harris Leck's Private Investor Experience DirectorChest Innovations, Inc.July 2015 - Present
Job Director at Chest Innovations, Inc.
Industry Oil & Energy
Experience
Private Investor   DirectorChest Innovations, Inc.July 2015 - Present
Chevron  1987 - August 2014

Skills
Contract Negotiation, Joint Ventures, Risk Management, Due Diligence, Negotiation, Corporate Law, Energy, Petroleum, Commercial Litigation, Legal Research, Corporate Governance, Intellectual Property, Litigation, Leadership, Business Strategy, Management, Legal Writing, Mergers & Acquisitions, Project Management, Financial Analysis, Mediation, Business Development, Strategic Planning

Education
Brigham Young University
B.A., Political Science

University of Manitoba
LL.B., Law

Bonnie L. Maloney Bonnie L. Maloney Greater San Diego Area Details
Bonnie L. Maloney's Private Investor Experience 2000 - 2004
Job Carrington Real Estate Services
Industry Real Estate
Experience
Carrington Real Estate Services  November 2014 - Present
Real Living Lifestyles  May 2011 - November 2014
Rotary International  2014 - 2014
Prudential California Realty  October 2004 - May 2011
Private Investor   2000 - 2004
Sidney Kimmel Cancer Center  1997 - 2000
Louis Dreyfus Property Group  September 1993 - April 1996

Skills
VA Specialist, Short Sales, First Time Home Buyers, Credit Repair, First Time Home Buyers, Debt Settlement, Short Sales, Real Estate, REO, Real Estate Transactions, Buyers, Relocation, Foreclosures, Investors, Sellers, Buyer Representation, Leases, Listings, Commercial Real Estate, Condos, Selling, Loans, Single Family Homes, Referrals, Move Up Buyers, SFR, Relocation Buyers, 1031 Exchanges, Income Properties, Real Property, Seller Representation, e-PRO, Vacation Homes, HUD, Townhomes, New Home Sales, New Homes, National Association of..., ABR, Waterfront, Listing Homes, Seniors, Rentals, Senior Real Estate, Luxury, First Time Home Sellers, Council of Residential..., Home Staging, Real Estate License, Investment Properties

Education
Bayside high School   1979 — 1981

Fashion Institute of Technology

Helen Klonek Helen Klonek San Antonio, Texas Area Details
Helen Klonek's Private Investor Experience October 2012 - April 2015
Job Real Estate Services and Property Management
Industry Real Estate
Experience
Bexar County Eviction Service   June 2008 - Present
Private Investor   October 2012 - April 2015
Array Assistant Solutions LLC   2007 - January 2014
A-1 Golden Key Realty   June 2003 - September 2009

Skills
Real Estate, Sellers, Residential Homes, Small Business, Management, Sales, Commercial Real Estate, Start-ups, Investment Properties, Condos, Strategic Financial..., Investors, Real Estate Transactions, Real Estate Management, Single Family Homes, Property Management, Relocation, Foreclosures, Property, New Home Sales, Leases, Short Sales, First Time Home Buyers, REO, Financial Planning, Referrals, Selling

Education
San Antonio College   2003 — 2007
Associates, Real Estate Management

San Antonio College
Associate's degree, Real Estate Management and Development

ANNA FENG, MBA/MSE ANNA FENG, MBA/MSE Chandler, Arizona Details
ANNA FENG, MBA/MSE's Private Investor Experience 2009 - 2012
Job Product Managment
Industry Semiconductors
Experience
Amkor Technology  2014 - Present
AKO Engineering   2012 - Present
Private Investor   2009 - 2012
Freescale Semiconductor  2006 - 2009
Heraeus  2004 - 2006

Skills
Design of Experiments, Failure Analysis, Six Sigma, Characterization, Testing, Project Management, Device Characterization, Thin Films, Analog, Cross-functional Team..., Manufacturing, IC, SPC, Sensors, Leadership, Sales proposal, Marketing Strategy, Solar Industry, Semiconductor Industry, R&D, Quality Assurance, Yield, Reliability, PVD, AutoCAD, Project Portfolio..., Technical Marketing, SAP, PMP, 3D Modeling, Manufacturing..., Semiconductors, Lean Manufacturing

Education
Arizona State University   2013 — 2014
Master of Business Administration (M.B.A.), Leadership/Project management

Louisiana Tech University   2001 — 2003
Master's Degree, semiconductor manufacture/micro fabrication

Zouhare Al-Baroudi Zouhare Al-Baroudi Greater New York City Area Details
Zouhare Al-Baroudi's Private Investor Experience July 2014 - August 2014
Job Director of Energy Coverage at Baruch Investment Management Group
Industry Capital Markets
Experience
Baruch Investment Management Group  July 2015 - Present
J.P. Morgan   June 2015 - July 2015
Seeking Alpha  January 2015 - June 2015
Private Investor   July 2014 - August 2014
Fieldwork  February 2014 - July 2014
Howard Greditor   June 2013 - August 2013

Skills
Options, Equity Trading, Stocks, Futures Trading

Education
Baruch College, City University of New York (CUNY)   2014 — 2018
Bachelor of Arts (B.A.), Economics, GPA: 3.9

Academy of Finance   2010 — 2014
National Academy Foundation Certificate

Fort Lee High School   2010 — 2014
High School Diploma

Willie Faison Willie Faison Friendswood, Texas Details
Willie Faison's Private Investor Experience Fund RaisingPrivate Investment CompanyApril 2009 - Present
Job Corporate Funding Group is a venture capital company specializing in growth capital investments.
Industry Fund-Raising
Experience
Private Investor   Fund RaisingPrivate Investment CompanyApril 2009 - Present
CFG  October 2005 - Present

Skills
Project Management, Fundraising, Private Equity, Alternative Investments, Financial Modeling, Warrants, Strategic Planning, Portfolio Management, Asset Management, Finance, Investments, Management, Funding, Investment Management

Education
Newberry College

University of Arkansas at Fort Smith
Bachelor's degree, Investments and Securities

Katherine Maring, CPSR Katherine Maring, CPSR Chicago, Illinois Details
Katherine Maring, CPSR's Private Investor Experience May 2013 - May 2014
Job Technical Recruiter at Harvey Nash
Industry Staffing and Recruiting
Experience
Harvey Nash  July 2015 - Present
Smartlink, LLC  August 2014 - June 2015
Private Investor   May 2013 - May 2014
Azusa Pacific University  August 2012 - May 2014
Nordstrom  June 2013 - July 2013
Azusa Pacific University  January 2013 - May 2013
Azusa Pacific University  May 2012 - June 2012

Skills
Recruiting, Staffing Services, Public Speaking, Marketing, Microsoft Office, Resume Writing, Social Media, Social Networking, Management, Leadership, Training, Team Building, Telecommunications, Facebook, Higher Education, Teaching, Leadership Development, Editing, Student Development, Event Planning, Time Management, Sales, Social Media Marketing, Community Outreach, Marketing Strategy, Sports, Marketing Communications, Admissions, Student Leadership, Nonprofits, Qualitative Research, Online Marketing, Fundraising

Education
Azusa Pacific University   2010 — 2014
Bachelor of Science (B.S.), Marketing

Lincoln Christian High School   2006 — 2010
High School Diploma

Kirk Scoggins Kirk Scoggins Dallas, Texas Details
Kirk Scoggins's Private Investor Experience 2002 - 2013
Job Chairman at TrueHR (MonarchHR, LLC)
Industry Human Resources
Experience
TrueHR   August 2013 - Present
PRIVATE INVESTOR   2002 - 2013
TEAMSTAFF COMPANIES   1986 - 2002

Skills
PEO, Employee Benefits, Human Resources, Leadership, Payroll, Management, Workers Compensation, Risk Management, Business Development, Sales, Private Equity, Team Building, Personnel Management, Small Business, Turn Around Management, Venture Capital, Risk Assessment, Human Capital Management

Education
Abilene Christian University

Khalfani Rushiddin Khalfani Rushiddin Greater Los Angeles Area Details
Khalfani Rushiddin's Private Investor Experience October 2001 - January 2009
Job Sr. Project Manager Synctree Inc.
Industry Information Technology and Services
Experience
Synctree, Inc.   October 2010 - Present
Open Heights Capital, LLC   January 2009 - February 2011
Dburns Design  May 2010 - January 2011
Private Investor   October 2001 - January 2009
Earthlink  2000 - 2001
MindSpring  1999 - 2000

Skills
Currency Trader, Stock Options Trader, Software Project..., Agile Project Management, Scrum, Stocks, Investments, Trading, Commodity, Trading Systems, Financial Markets, Portfolio Management, Software Development, Management, Start-ups, Currency, Foreign Exchange, Web Applications, Git, Strategy, Private Equity, Perl, Product Management, Ruby on Rails, Entrepreneurship, Ruby, Business Development, Web Services, Agile Methodologies, Marketing, Project Management

Education
Clark Atlanta University   1995 — 1999
Electrical Engineering Computer Science, Computer Science

Milwaukee School of Engineering
Electrical Engineering, Electrical and Electronics Engineering

Greg Salvatore Greg Salvatore Greater Boston Area Details
Greg Salvatore's Private Investor Experience September 2004 - Present
Job Real Estate... Business Investment/Development
Industry Higher Education
Experience
Salvatore Enterprises   January 2015 - Present
EliteFit™ USA   June 2013 - Present
Private Investor   September 2004 - Present

Education
Nichols College

Mary Beth Sáles Mary Beth Sáles Greater Los Angeles Area Details
Mary Beth Sáles's Private Investor Experience October 2013 - Present
Job Operations M&A at Our Alchemy
Industry Entertainment
Experience
Our Alchemy  2015 - Present
Private Investor   October 2013 - Present
Wilshire Austin   December 2013 - Present
Digitzs Solutions, Inc.   January 2015 - July 2015
Filmanthropic   January 2015 - June 2015
8383 Fusion LLC   July 2012 - November 2013
Marmar PR   November 2009 - July 2012
944 Magazine  2009 - 2010
Seton & Associates / Center for Nonprofit Creation   2007 - 2008
IKON Office Solutions  2006 - 2007

Skills
Public Relations, Social Media, Event Planning, Crisis Communications, Investor Relations, Media Relations, Entertainment Industry, Event Management, Strategic Communications, Publicity, Creative Direction, Social Networking, Storytelling, Entertainment, Radio, Marketing, Nonprofits, Television, Corporate Communications, Advertising, Online Marketing, New Media, Magazines, Strategic Partnerships, Press Releases, Social Media Marketing, Digital Media, Blogging, Film

Education
Saint Louis University   2002 — 2005
Bachelor's Degree, Communication, Minor in Spanish

Villa Duchesne   1998 — 2002
High School

Southwestern Law School

Ariella Esterkin Ariella Esterkin Greater Boston Area Details
Ariella Esterkin's Private Investor Experience June 2014 - July 2014
Job Student Ambassador at Bryant University
Industry Marketing and Advertising
Experience
Trend Tribe  March 2015 - Present
Johnson & Johnson  April 2015 - August 2015
Private Investor   June 2014 - July 2014
Russian School of Mathematics  August 2012 - July 2013
ILTA Dance Studio   January 2011 - June 2013

Skills
Critical Thinking, Leadership, Customer Service, Statistics, Tutoring, Marketing, Fashion, Fashion Marketing, Public Speaking, Retail, Communication, Event Planning, Social Media, Public Relations, Merchandising, Sales, Recruiting, Project Management, Psychology, Marketing Communications, Microsoft Office, Cultural Awareness, Problem Solving

Education
Bryant University   2013 — 2017
Bachelor of Science in Business Administration (BSBA), Marketing, Communication

Lorenzo de' Medici   2015 — 2015
Study Abroad

Needham High School   2009 — 2013
High School Diploma, High School

Howard Frankel Howard Frankel Naples, Florida Area Details
Howard Frankel's Private Investor Experience April 2000 - Present
Job Managing Partner at Launch Advisors
Industry Information Technology and Services
Experience
Launch Advisors, LLC   November 2014 - Present
Private Investor   April 2000 - Present
ERP Maestro, Inc  May 2013 - November 2014
QFA, LLC   January 2010 - April 2012
MassMutual Financial Group  2005 - 2010
Tradex Technologies   1997 - 2000
Accenture (formerly Andersen Consulting)   1994 - 1997
Oracle Corporation  1989 - 1994

Skills
Management, Start-ups, Business Development, Strategy, Strategic Partnerships, Leadership, SaaS, Marketing, Strategic Planning, Sales Operations, Operations Management, IT Strategy, Information Technology, Professional Mentoring, Venture Capital, Channel Partners, Partner, Turnaround Experience

Education
The George Washington University   1978 — 1980
BBA, Finance

Gilbert Saryan Gilbert Saryan Pasadena, California Details
Gilbert Saryan's Private Investor Experience February 2000 - March 2005
Job Branch Manager at New Penn Financial
Industry Real Estate
Experience
New Penn Financial  April 2015 - Present
AmCap Mortgage, LTD  February 2000 - January 2015
Mortgage Banker  January 2013 - February 2014
Private Investor   February 2000 - March 2005

Skills
Mortgage Banking, Commercial Banking, Super Jumbo, Real Estate, Investments, Investment Properties, Investment Banking, Loan Origination, Refinance, FHA, Investors, Real Estate Financing, Residential Mortgages, Mortgage Lending, Finance, Loans, USDA, VA loans, FHA financing, Reverse Mortgages, Real Estate Economics, Certified Mortgage..., Construction Loans, Government Loans, Home Equity Loans, Commercial Mortgages, Mortgage Marketing, Mortgage Underwriting, FHA Financing, VA Loans

Education
Pasadena City College   2000 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management

Pasadena City College   2000 — 2004
Bachelor's degree

Jason K. Barker Jason K. Barker Brooklyn, New York Details
Jason K. Barker's Private Investor Experience March 2013 - December 2013
Job Project Coordinator (Local/National)
Industry Defense & Space
Experience
Per Scholas  March 2015 - Present
SpeedWire Inc   February 2013 - November 2014
Private Investor   March 2013 - December 2013
Military Transition Facilitator   November 2012 - January 2013
United States Air Force  February 2005 - January 2013

Skills
In-depth knowledge of..., knowledge of..., familiar with the..., adept at handling,..., well versed in..., co-managed..., proficient at full..., performed inventory..., Troubleshooting, Human Resources, Inspection, Preventive Maintenance, Process Improvement, Project Planning, Engineering, Microsoft Excel, Electricians, Process Scheduler, Aircraft Maintenance, Team Building, Maintenance & Repair, Technical Writing, Software Documentation, Software Installation, PowerPoint, Microsoft Office, Program Management, Aircraft, Operations Management, Team Leadership, Project Management, Military, Networking, Supervisory Skills

Education
Per Scholas Institute of Technology   2015 — 2015
Certification of A+ and Network +, Computer Technology/Computer Systems Technology

Community College of the US Air Force   2008 — 2010
Associate of Applied Science, A.A.S., Aviation Maintenance Technology

Borough of Manhattan Community College   2002 — 2002
Computer Science

Greg Cathcart Greg Cathcart Durango, Colorado Details
Greg Cathcart's Private Investor Experience October 2001 - Present
Job CoFounder at [UNDISCLOSED]
Industry Research
Experience
[UNDISCLOSED], a stealth-mode wearable technology startup.   June 2015 - Present
Private Investor   October 2001 - Present
TogetherSoft  August 2000 - October 2001

Skills
Analysis, Agile Project Management, Start-ups, Team Building, Software Project..., Software Development, UML, Business Intelligence, Cloud Computing, Business Strategy, Business Development, Product Management, Requirements Analysis, Strategic Partnerships, Leadership, Entrepreneurship, Strategic Planning, SaaS, Scrum, Lean Software..., Agile Methodologies, Enterprise Software, Business Analysis, Strategy, Competitive Analysis, Contract Negotiation, Cross-functional Team..., Management Consulting, Sales Operations, Outsourcing, Program Management, Business Process..., CRM, Training, Consulting, Management, Team Leadership, Integration, Change Management, IT Strategy, Project Management, Process Improvement, Business Process, E-commerce

Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Management/Finance

The University of Texas at Dallas
Graduate Studies in Applied Cognition and Neuroscience

Cathy Hession Cathy Hession Greater Boston Area Details
Cathy Hession's Private Investor Experience 2003 - Present
Job Investor
Industry Financial Services
Experience
Private Investor   2003 - Present
MFS Investment Management  1994 - 2003
Credit Suisse First Boston  1987 - 1994

Skills
Mutual Funds, ETFs, Fixed Income, Equities, Trading, Hedge Funds, Series 63, Asset Allocation, Bonds, Options, Capital Markets, TCA

Education
Boston University
Candidate for Certification for Financial Planning

Emmanuel College
BS, Business Administration

Nathan Kimes Nathan Kimes Dallas, Texas Details
Nathan Kimes's Private Investor Experience 2009 - Present
Job Private Investor
Industry Venture Capital & Private Equity
Experience
Private Investor   2009 - Present
Hicks Holdings   August 2006 - November 2009
Sirios Capital Management  June 2005 - August 2005
Natural Gas Partners  July 2002 - July 2004
Lehman Brothers  July 2000 - July 2002

Skills
Valuation, Financial Modeling, Private Equity, Mergers & Acquisitions, Due Diligence, Investment Banking, Investments, Portfolio Management, Hedge Funds, Equities, Competitive Analysis, Analysis, Energy, LBO, Trading

Education
Stanford Graduate School of Business   2004 — 2006
Master of Business Administration (MBA)

University of Tulsa   1996 — 2000
Bachelor of Science (BS), Chemical Engineering

John Adorno John Adorno Chicago, Illinois Details
John Adorno's Private Investor Experience March 2013 - May 2013
Job Collateral Analyst at GE Capital
Industry Financial Services
Experience
GE Capital  July 2013 - Present
Private Investor   March 2013 - May 2013
Groupon  June 2011 - November 2012
The Flats at Loyola Station  January 2010 - May 2011
Loyola, Ltd   January 2010 - May 2011
Loyola University  April 2009 - May 2010

Skills
Entrepreneurship, Salesforce.com, Social Networking, Public Relations, Social Media Marketing, Marketing, Sales, Public Speaking, Social Media, Leadership, Start-ups, CRM, Strategic Planning, Online Advertising, New Business Development, Business Planning

Education
Loyola University Chicago   2014 — 2016
Master of Business Administration (M.B.A.)

Loyola University of Chicago   2007 — 2011
Bachelor of Business Administration (B.B.A.), International Business

Flank 5

Gary Clow Gary Clow Park City, Utah Details
Gary Clow's Private Investor Experience 2000 - 2013
Job Founder/CEO of VideaStream Inc
Industry Online Media
Experience
Videastream   2013 - Present
Private Investor   2000 - 2013
Stac/Hifn   1983 - 2000
California Institute of Technology (Caltech)   1980 - 1981
Motorola  1979 - 1980

Education
University of Miami   2010 — 2010
Film/Cinema/Video Studies

Caltech   1982 — 1984
Master's Degree, Electrical Engineering/Computer Science

Florida Atlantic University   1978 — 1979
Master's Degree, Computer Science

Florida Atlantic University   1976 — 1978
Bachelor's Degree, Computer Science

Jean Haines Homan Jean Haines Homan Tampa, Florida Details
Jean Haines Homan's Private Investor Experience June 1998 - Present
Job Seeking fulltime bookkeeper position
Industry Accounting
Experience
Private Investor   June 1998 - Present
Capstone Group   June 2002 - September 2009
McBride Contractors   August 1997 - December 2006

Skills
Bookkeeping, Payroll, Accounting, Year End Accounts, QuickBooks, Quicken, Accounts Payable, Accounts Receivable, Expenses, Invoicing, Account Reconciliation, Journal Entries, Financial Statements, Microsoft Office, Microsoft Word, Organization, PowerPoint, Tax Returns, Balance, Finance, Sales Tax, Bank Reconciliation, Microsoft Excel, Financial Reporting, Employee Benefits, Financial Accounting, Time Management, Budgets

Education
St. Petersburg College   2010 — 2015
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

St. Petersburg College   2005 — 2009
AA, Business Administration and Management, General

Tom Noyes Tom Noyes Portland, Maine Area Details
Tom Noyes's Private Investor Experience 2000 - Present
Job President, Noyes Hall & Allen Insurance
Industry Insurance
Experience
Noyes Hall & Allen Insurance   January 2000 - Present
Private Investor   2000 - Present
Acadia Insurance Co   November 1993 - December 2000

Education
Bentley University   1987 — 1991
BS, Economics & Finance

Hebron Academy   1984 — 1987

North Yarmouth Academy   1981 — 1984

Bill Hunckler Bill Hunckler Aspen, Colorado Details
Bill Hunckler's Private Investor Experience January 2004 - Present
Job Private Investor
Industry Investment Management
Experience
Private Investor   January 2004 - Present
Madison Dearborn Partners  1993 - 2004
First Chicago Venture Capital   1978 - December 1992

Skills
Alternative Investments, Private Equity, Venture Capital, Investments, Hedge Funds, Equities, Capital Markets, Valuation, Corporate Development, Investment Banking, Asset Management, Financial Modeling, Strategic Planning, Due Diligence, Mergers & Acquisitions

Education
Northwestern University - Kellogg School of Management   1978 — 1980
MBA, Finance

Tyler Gale Tyler Gale Portland, Oregon Area Details
Tyler Gale's Private Investor Experience March 2007 - August 2011
Job Financial Crimes, Compliance, BSA / AML, CTR
Industry Banking
Experience
Wells Fargo  September 2014 - Present
Wells Fargo  April 2014 - September 2014
Wells Fargo  May 2012 - April 2014
VW Credit, Inc. / Audi Financial Services   January 2012 - May 2012
Wells Fargo  August 2011 - December 2011
Private Investor   March 2007 - August 2011
ICD Construction   May 2004 - March 2007
Lowe's Home Improvement  June 2002 - May 2004

Skills
Banking, Financial Analysis, Analysis, Budgets, Microsoft Excel, Strategic Planning, Business Development, Customer Service, Team Building, Management, Team Leadership, AML, Anti Money Laundering, Risk Management, FinCEN, Financial Risk, Bank Secrecy Act, Loans, Small Business

Education
Portland State University
Science, Economics, Business

West Linn High School

Terry D Greenwood Terry D Greenwood Charlotte, North Carolina Details
Terry D Greenwood's Private Investor Experience September 1986 - Present
Job Founder, Hunter Holdings Ventures / Business Enterprise , Real Estate
Industry Venture Capital & Private Equity
Experience
Private Investor   September 1986 - Present
Mountain Khakis  September 2003 - November 2014
Pavement Solutions LLC   January 1998 - August 2014
Business Enterprise / Real Estate Experience Highlights   June 1980 - August 2014

Skills
Marketing, Retail, Investments, Marketing Strategy, Wholesale, Leadership, Due Diligence, Negotiation, Entrepreneurship, Start-ups, Mergers & Acquisitions, Sales Management, Strategic Planning, Sales, Business Development, Management

Education
Harding University   1972 — 1975
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Rosalvo Ksepka Gomes Rosalvo Ksepka Gomes Jacksonville Beach, Florida Details
Rosalvo Ksepka Gomes's Private Investor Experience 2009 - Present
Job Private Investor
Industry Consumer Services
Experience
Private Investor   2009 - Present
XP INVESTIMENTOS  September 2006 - September 2009
Trópico Surf Shop   November 2005 - February 2006

Skills
Stock Market, Management, Finance, Marketing, Brazilian Portuguese, Spanish, English, Human Resources, Financial Markets, Financial Analysis, Business Strategy, Investments, Business Planning, Capital Markets, Corporate Finance, Portfolio Management, Equities, Trading, Fixed Income

Education
Jacksonville University
Master of Business Administration (MBA)

Universidade Federal do Rio Grande do Sul
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Cory Lagerstrom Cory Lagerstrom Kansas City, Missouri Area Details
Cory Lagerstrom's Private Investor Experience January 2007 - Present
Job Private Investor
Industry Financial Services
Experience
Private Investor   January 2007 - Present
Frontier Wealth Management  August 2007 - December 2013

Skills
Alternative Investments, Asset Managment, Asset Management, Contract Negotiation, Due Diligence, Estate Planning, Financial Modeling, Insurance, Investments, Financial Analysis, Mergers, New Business Development, Private Equity, Entrepreneurship, Equities, Long Term Care Insurance, Marketing Strategy, Mergers, Mutual Funds, Portfolio Management, Retirement Planning, Risk Management, Sales Management, Start-ups, Strategic Financial..., Strategic Planning, Wealth Management, Mergers & Acquisitions

Education
University of Kansas - Graduate School of Business   1995 — 1997

The University of Kansas   1990 — 1997

University of Kansas School of Law   1990 — 1997
History, Law, MBA

Bruce Gudim Bruce Gudim Calgary, Canada Area Details
Bruce Gudim's Private Investor Experience 2014 - 2014
Job Land Surveyor
Industry Oil & Energy
Experience
Altus Geomatics Limited Partnership  April 2014 - Present
Altus Geomatics   April 2014 - Present
Association of Canada Lands Surveyors   April 1999 - Present
Alberta Land Surveyors' Association   April 1982 - Present
Private Investor   2014 - 2014
Private Investor   2014 - 2014
Private Investor   2014 - 2014
Alberta Land Surveyors Association   April 2011 - April 2012
Association of Canada Lands Surveyors   May 2009 - April 2012
Alberta Land Surveyors' Association   2007 - 2009

Skills
Geomatics, GPS, Surveying, GIS, Team Leadership, Situational Leadership, Technical Leadership, Highly detail oriented, LiDAR, Spatial Analysis, Boundary, Cartography, Construction, AutoCAD, Easements, Pipelines, ArcGIS, Land Development, Total Station, Photogrammetry, Laser Scanning, Leica, AutoCAD Civil 3D, Microstation, ESRI, Subdivisions, Remote Sensing, MicroStation

Education
University of Alberta   1976 — 1979
BSc, Survey Science

Red Deer College   1973 — 1975
Physics

Marc Personick Marc Personick Brooklyn, New York Details
Marc Personick's Private Investor Experience May 2012 - Present
Job Building Things
Industry Design
Experience
RequestOnly   January 2014 - Present
Apothekr   September 2013 - Present
Private Investor   May 2012 - Present
ebindle.com   November 2012 - Present
Syracuse Student Sandbox   May 2013 - Present
Wishr   November 2012 - January 2014
Entretechnyc   May 2013 - May 2013
Startup Weekend  December 2012 - December 2012
Somerset Hills Country Club  May 2006 - August 2012

Skills
Social Media Marketing, Social Media, Early-stage Startups, Entrepreneurship, Finance, E-commerce, Creative Strategy, Creativity, Problem Solving, Ideation, Graphic Design, Brainstorm Facilitation, Economics, Strategy, Business Strategy, Marketing Strategy, Writing, Illustrator, InDesign, Photoshop, Evernote, Microsoft Office, Google Adwords, Statistical Data..., Minitab, Web Design, Team Problem Solving, Analytical Skills, User Experience Design

Education
Syracuse University

Syracuse University

Syracuse University - Martin J. Whitman School of Management   2010 — 2012
Bachelor of Science (B.S.), Entrepreneurship and Finance

Syracuse University - Maxwell School of Citizenship and Public Affairs   2009 — 2012
Bachelor of Arts (B.A.), Economics

Syracuse University School of Architecture   2009 — 2011
Minor, Architecture

Christopher DelVecchio Christopher DelVecchio Albany, New York Area Details
Christopher DelVecchio's Private Investor Experience 2010 - Present
Job Executive Vice President Strategy & Innovation at MVP Health Care
Industry Hospital & Health Care
Experience
MVP Health Care  2014 - Present
Mason Street, LLC   December 2010 - Present
Catalyst One, Inc.   2002 - Present
Command & Control Solutions   2011 - Present
Private Investor   2010 - Present
DHA Holdings, Inc   March 2013 - March 2014
6N Systems Inc  2009 - August 2013
nfrastructure  2005 - 2008
Health Solutions Ltd  1991 - 2003
Centrus Pharmacy Benefits   1991 - 2002

Skills
Strategy, Business Planning, Healthcare, Venture Capital, Start-ups, Business Development, Leadership, Management, Healthcare Information..., Team Building, Selling, EMR, Strategic Planning, Contract Negotiation, Business Process..., SaaS, Program Management, Product Management, Executive Management, Project Management, Marketing Strategy, Process Improvement, Cross-functional Team..., Consulting, Mergers & Acquisitions, Entrepreneurship, Product Development, Strategic Partnerships, Competitive Analysis, Management Consulting, Team Leadership, Business Strategy, Product Marketing, Enterprise Software, Operations Management, New Business Development, Account Management, Cloud Computing, Analytics, Angel Investing, Corporate Development, Business Analysis, Professional Services, CRM, Employee Relations, Sales, Mentoring, Change Management, Integration

Education
Union College   1988 — 1991
Master of Business Administration (M.B.A.), Graduate Management Institute

Albany College of Pharmacy of Union University   1983 — 1988
Bachelor's Degree, Pharmacy

Theofanis Lekkas Theofanis Lekkas Chicago, Illinois Details
Theofanis Lekkas's Private Investor Experience 2010 - 2012
Job Project Manager/Web Developer
Industry Computer Software
Experience
Continuum Analytics, Inc.   October 2014 - April 2015
Continuum Analytics, Inc.   August 2014 - October 2014
Freelance / Web Development   October 2013 - August 2014
RebuiltBits   2013 - October 2013
RebuiltBits   November 2012 - December 2012
The Daily Dot  September 2012 - October 2012
Private Investor   2010 - 2012
Equity Analysis & Strategy   2008 - 2009
RealScoop.com   2007 - 2008
Lekkas Capital, L.L.C.   2003 - 2006

Skills
Risk Management, Valuation, Equities, Analysis, Business Strategy, Strategic Planning, Trading, Python, Django, Financial Analysis, Process Improvement, Trading Strategies, Selenium Testing, Apache Spark, SQL, Project Management, HTML, CSS, JavaScript

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2003 — 2006
MBA

Erik Blachford Erik Blachford San Francisco Bay Area Details
Erik Blachford's Private Investor Experience January 2005 - Present
Job Executive Chairman at Couchsurfing
Industry Internet
Experience
Couchsurfing  August 2014 - Present
Technology Crossover Ventures  March 2011 - Present
Private Investor   January 2005 - Present
Butterfield & Robinson  July 2009 - January 2011
TerraPass, Inc.   May 2007 - June 2009
IAC Travel   September 2003 - December 2004
Expedia Inc.  March 2003 - December 2004
Expedia North America   January 2002 - February 2003
Expedia Inc.  November 1999 - January 2002
Microsoft Expedia   December 1995 - November 1999

Skills
Strategy, Marketing, Management, Online Travel, Start-ups, Entrepreneurship, E-commerce, Strategic Partnerships, Business Strategy, Business Development, Venture Capital, Online Advertising, Corporate Development, Enterprise Software, Salesforce.com, Product Development, Angel Investing, Leadership, Strategic Planning, Due Diligence, Social Media, Executive Management, Mergers & Acquisitions, Product Marketing, Analytics, Management Consulting, New Business Development, Mergers, SaaS, Financial Analysis, Online Marketing, Mobile Marketing, Contract Negotiation, Private Equity, SEM, Investments, Cross-functional Team..., Mobile Devices, Corporate Finance, Digital Marketing, Market Analysis, Digital Media, Digital Strategy, Go-to-market Strategy, SEO, Business Planning, B2B, Product Management, Marketing Management, CRM

Education
Columbia University - Columbia Business School   1993 — 1994
MBA, Business

Princeton University   1985 — 1989
AB, English & Theatre

Jonathan Gartner Jonathan Gartner Santa Barbara, California Details
Jonathan Gartner's Private Investor Experience 2015 - Present
Job Independent Investor and Advisor
Industry Financial Services
Experience
Private Investor   2015 - Present
LEAP Innovations  2014 - 2014
Ping Energy XXI   2013 - 2013
Navis Capital   2008 - 2012
ABN AMRO  2005 - 2008
ABN AMRO  1998 - 2005
ABN AMRO  1996 - 1998
LaSalle Bank ABN AMRO  1990 - 1996

Skills
Investor Relations, Private Equity, Fixed Income, Capital, Equities, Banking, Strategy, Human Resources, Investment Banking, Derivatives, Risk Management, Business Strategy, Capital Markets, Finance, Financial Markets, Investments, Emerging Markets, Mergers & Acquisitions

Education
Northwestern University - Kellogg School of Management   1983 — 1985
MBA

Hamilton College   1976 — 1980

Alka Jain Alka Jain San Francisco Bay Area Details
Alka Jain's Private Investor Experience March 2010 - Present
Job Value Investor
Industry Investment Management
Experience
Private Investor   March 2010 - Present
Naehas Inc   August 2006 - Present
Naehas Inc.   August 2006 - May 2010
Caslon & company   July 1996 - August 2006
Nimblefish Technologies  August 1999 - April 2000
ICICI Group   1993 - 1996

Skills
Investments, Analytics, Venture Capital, Financial Modeling, Start-ups, Investment Management, Valuation

Education
Columbia Business School   2011 — 2011
Value Investing Course

Indian Institute of Management, Bangalore   1991 — 1993
MBA

CPA

LSR, Delhi University
B. Com (Honors)

Ellen Wood Ellen Wood Dallas/Fort Worth Area Details
Ellen Wood's Private Investor Experience March 2005 - Present
Job CoFounder of The Teaching Trust
Industry Philanthropy
Experience
Teaching Trust  April 2010 - Present
Private investor   March 2005 - Present
Dallas Social Venture Partners  2002 - Present
Carlson Capital  November 1998 - March 2005

Education
Stanford University Graduate School of Business   1984 — 1986
MBA

The University of Texas at Austin   1978 — 1982

Eunice Panetta Eunice Panetta Greater Boston Area Details
Eunice Panetta's Private Investor Experience 2010 - Present
Job On Sabbatical
Industry Investment Management
Experience
Private Investor   2010 - Present
The Trustees of Reservations  September 2007 - Present
Phillips Exeter Academy  2005 - Present
Kaintuck Capital Mgmt   2000 - Present
Kaintuck Capital   2000 - June 2010
Academy of American Poets  2005 - 2010
Pequot Capital  1997 - 1999
Monitor Channel   1991 - 1992

Skills
Investments, Hedge Funds, Fundraising, Financial Modeling, Strategic Planning, Non-profits

Education
Yale University   1984 — 1998

Babson College - Franklin W. Olin Graduate School of Business   1993 — 1995
MBA, Finance

Harvard University   1988 — 1990
A.B., Government

Phillips Exeter Academy   1980 — 1984

Joseph Genachowski Joseph Genachowski Greater New York City Area Details
Joseph Genachowski's Private Investor Experience October 2014 - Present
Job Private Investor
Industry Investment Management
Experience
Private Investor   October 2014 - Present
Halcyon Asset Management  January 1998 - September 2014
Salomon Brothers  1982 - 1998

Education
New York University   1982 — 1986
BS / MBA, Accounting / Finance

Shimon Benyonah Shimon Benyonah Greater New York City Area Details
Shimon Benyonah's Private Investor Experience 2005 - January 2009
Job at Private Investor
Industry Research
Experience
American Publisher   January 2009 - Present
Private Investor   2005 - January 2009

Education
Brown University   1990 — 1994

Scott A. Smith Scott A. Smith Odessa/Midland, Texas Area Details
Scott A. Smith's Private Investor Experience November 2014 - Present
Job Retired Private Investor
Industry Oil & Energy
Experience
Private Investor   November 2014 - Present
Dixie Electric, LLC  February 2012 - October 2014
Highway Technologies  December 2002 - February 2012
Dynegy  January 1984 - September 2002
United States Marine Corps  June 1976 - June 1979

Skills
Accounting, Financial Reporting, Financial Analysis, Forecasting, Accounts Payable, Accounts Receivable, Budgets, General Ledger, Internal Controls, Sarbanes-Oxley Act, Payroll, Auditing, Tax, Financial Modeling, Income Statement, Managerial Finance, Microsoft Excel, Process Improvement, Construction, Contract Negotiation, Analysis, Process Scheduler

Education
University of Illinois at Urbana-Champaign   1994 — 1996
MBA

University of Illinois at Urbana-Champaign   1981 — 1983
B.S., Accountancy

Southwestern Illinois College   1979 — 1981
A.S., Business Administration

Rita McCaffrey Rita McCaffrey New York, New York Details
Rita McCaffrey's Private Investor Experience 2009 - Present
Job Investor, Entrepreneur
Industry Food & Beverages
Experience
Private Investor   2009 - Present
American Express  February 2007 - June 2009
American Express  October 2003 - October 2005
American Express  2002 - 2003
American Express  November 2000 - September 2002

Skills
Business Development, Credit Cards, Entrepreneurship, Financial Services, Business Strategy, Integrated Marketing, Product Management, Direct Marketing, Customer Acquisition, Strategic Planning, Advertising, Product Innovation, Marketing Strategy, New Business Development, Strategic Partnerships, Digital Marketing, Analytics, Strategy, Segmentation, Marketing, Marketing Communications, Email Marketing, Competitive Analysis, Brand Management, Digital Strategy

Education
Carnegie Mellon University
MFA

Moscow Art Theatre School
MFA, Russian Theater and Fine Arts

Christina Novicki Christina Novicki Greater Boston Area Details
Christina Novicki's Private Investor Experience July 2014 - Present
Job Private Investor
Industry Financial Services
Experience
Private Investor   July 2014 - Present
MedEquity Capital   April 2009 - July 2014
BBH Capital Partners   March 2004 - April 2009
Capital Resource Partners  2000 - 2004
BancBoston Capital  1996 - 2000
Fast Company  1995 - 1997

Education
Amherst College   1990 — 1994

Reid Langrill Reid Langrill Boise, Idaho Area Details
Reid Langrill's Private Investor Experience March 1990 - Present
Job Private Investor
Industry Accounting
Experience
RNL Consulting LLC   October 2011 - Present
Private Investor   March 1990 - Present
Oregon Power Solutions   November 2007 - December 2012
Accent Optical Technologies  2002 - 2006
Photobit  2000 - 2001
Micron Technology  March 1984 - September 1995

Skills
Start-ups, Mergers & Acquisitions, Strategic Planning, Venture Capital, Business Strategy, Strategy, Due Diligence, Management Consulting, Business Planning, Executive Management, Manufacturing, Business Development, New Business Development, Entrepreneurship, Leadership, Financial Analysis, Project Management, Financial Modeling, Process Improvement, Team Building, Negotiation, Mergers

Education
Boise State University   1978 — 1983

University of Idaho   1978 — 1980

University of Idaho   1978 — 1980

Stefan Alb Stefan Alb Boca Raton, Florida Details
Stefan Alb's Private Investor Experience 2005 - 2009
Job Managing Director at Sierra Global Management LLC
Industry Financial Services
Experience
Sierra Global Management LLC   2009 - Present
Private Investor   2005 - 2009
Sierra Global Management LLC   1996 - 2005
Goldman Sachs  1994 - 1996
WR Grace  1992 - 1994
Koppel Communications   February 1990 - April 1990
ABC News  January 1990 - April 1990
The Washington Post  1990 - 1990

Skills
Capital Markets, Hedge Funds, Mergers, Equities, Alternative Investments, Mergers & Acquisitions, Trading, Private Equity, Banking, Emerging Markets, Derivatives, Investment Banking, Asset Management, Securities, Bloomberg, Financial Markets, FX Options, Valuation, Finance, Equity Research, Portfolio Management, Investments, Equity Trading, Bonds, Structured Products, Equity Valuation, Options, Fixed Income, Asset Allocation, Equity Derivatives, Investment Strategies

Education
James Madison University - College of Business   1990 — 1994
BS, Economics

Academia de Studii Economice din București   1989 — 1990
Facultatea de Cibernetica

Liceul Gh. Lazar   1985 — 1989

Joe Kelly Joe Kelly Greater Chicago Area Details
Joe Kelly's Private Investor Experience March 1995 - June 2001
Job Business Development Officer
Industry Financial Services
Experience
Chopper Trading  November 2011 - Present
Gelber Securities   March 2009 - October 2011
Breakwater Trading  January 2002 - December 2008
Private investor   March 1995 - June 2001
Credit Suisse  September 1993 - February 1995
CRT  November 1989 - September 1993
Chicago Research and Trading  1987 - November 1989

Skills
Proprietary Trading, Electronic Trading, Derivatives, FX, Commodities, Trading Systems, Options, Trading Strategies, Commodity, FX Options, Financial Markets, Trading, Fixed Income, Equities, Hedge Funds, FX trading, Bloomberg, Foreign Exchange, ETFs, Capital Markets, Hedging, Equity Derivatives, Currency, Global Macro, Technical Analysis, Alternative Investments, Portfolio Management, Market Making, Quantitative Finance, Market Data, Equity Trading, Bonds, Interest Rate..., Structured Products, Low Latency

Education
Creighton University   1983 — 1987
BSBS, Finance

Stephen F. Lockman, CFA Stephen F. Lockman, CFA New York, New York Details
Stephen F. Lockman, CFA's Private Investor Experience 2004 - Present
Job Private Investor
Industry Investment Management
Experience
Private Investor   2004 - Present
Blaylock Abacus Asset Management   2003 - 2004
Columbia Investment Managment f/k/a Stein Roe & Farhham   1994 - 2003
Illinois State Board of Investment  April 1987 - January 1994
LaSalle National Bank  1983 - 1987

Skills
Portfolio Management, Corporate Bonds, High Yield, Sovereign Debt, Emerging Markets, Credit Analysis, Fixed Income Analysis, Research, Mutual Funds, Valuation, Structured Products, Fixed Income Strategies, Financial Analysis, Marketing, Management, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Leadership, Public Speaking, Sales, Business Strategy, Investments

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1984 — 1985
Master of Business Administration (MBA), Finance and Investments

University of Illinois at Urbana-Champaign   1979 — 1983
Bachelor of Science, Finance, Honors

Derek Starnes, MBA, PMP Derek Starnes, MBA, PMP Greenwood, Indiana Details
Derek Starnes, MBA, PMP's Private Investor Experience 2012 - Present
Job IT Leadership at Anthem
Industry Information Technology and Services
Experience
Anthem, Inc.   2014 - Present
Private Investor   2012 - Present
Advanced Rentals LLC   2008 - Present
WellPoint  2013 - 2014
WellPoint  2011 - 2013
IUPUI  2012 - 2012
Brightpoint  2008 - 2011
UnitedHealth Group  2008 - 2008
State Farm Insurance  2004 - 2008
United States Marine Corps  2000 - 2007

Skills
Project Management, Leadership, Process Improvement, SDLC, Business Analysis, Quality Assurance, Strategic Financial..., Team Building, Vendor Management, Visionary Thinking, SharePoint, Program Management, Cross-functional Team..., MS Project, System Testing, Requirements Gathering, Test Planning, Software Project..., Analysis, Strategy, Management, Change Management, Testing, Telecommunications, Training, Databases, E-commerce, Outsourcing, Healthcare Information..., Health Insurance, Agile Project Management, Integration, Visio, Strategic Planning, Business Process..., Requirements Analysis, Business Intelligence, Product Development, PMP, Software Documentation, Business Process

Education
Butler University - College of Business Administration
MBA

Illinois State University
Masters, Business Administration (Finance/Accounting)

Indiana State University - School of Business
Bachelor of Science, Management Information Systems (Operations Management & Analysis)

Marine Corps Communications-Electronics School
Qualification, Communications / Electronics / Computer Systems

Marine Corps Institute
Training

RECP
License, Real Estate Salesperson

Michael Carpenter Michael Carpenter San Francisco, California Details
Michael Carpenter's Private Investor Experience October 2000 - 2009
Job CEO at Ruby Seven Studios, Inc.
Industry Computer Games
Experience
Ruby Seven Studios, Inc.   May 2012 - Present
Self-Employed  May 2011 - May 2012
PopCap Games  September 2009 - May 2011
Ketchum Community Development Corp.   2006 - 2010
DeNovo Properties, LLC.   2004 - 2010
Gallery DeNovo   2002 - 2009
Private Investor   October 2000 - 2009
Falko Partners   2002 - 2005
Visual Communications Group   September 1999 - December 2000
Definitive Stock   May 1993 - September 1999

Skills
Mobile Devices, Social Games, Strategic Partnerships, Marketing, Android, Budgets, Start-ups, Online Gaming, Mobile Applications, Facebook, Game Development, Entrepreneurship, Video Games, Monetization, Product Management, Game Design, Mobile Games, E-commerce, iPhone

Education
Portland State University   1982 — 1986
BS, Business Administration/Finance

Kevin Mutschler Kevin Mutschler Victoria, Texas Area Details
Kevin Mutschler's Private Investor Experience September 2011 - February 2013
Job Video Marketing | Video Creation | Mobile Site Creation | Press Release Creation & Distribution | Lead Generation
Industry Marketing and Advertising
Experience
Golden Traffic Partners   February 2013 - Present
Constant Contact  2014 - 2015
Constant Contact  2014 - 2015
Private Investor   September 2011 - February 2013
Elder Distributing Company   January 1990 - August 2011

Skills
Marketing Strategy, New Business Development, Sales Management, Negotiation, Sales, Strategic Planning, Business Strategy, Marketing Management, Retail, Account Management, Marketing, Merchandising, Product Development, Video Marketing, Online Video Marketing, Online Video Strategy, Mobile Marketing, Mobile Web Design, Mobile Website..., Press Releases, Press Release..., Press Release Submission, Video Optimization, Lead Generation, Online Lead Generation, Press Release..., YouTube, You Tube Marketing, Video Production, Web Video, Mobile Design, Video Blogging, Rebranding, Brand Development, Blogging, Blog Marketing, Social Media Blogging, Strategy, Online Marketing, Advertising, Social Media Marketing, PPC

Education
Texas A&M University   1983 — 1986
BBA, Marketing

Texas A&M University   1983 — 1986
Bachelor of Business Administration (BBA), Marketing

Bill Ristow Bill Ristow Greater Philadelphia Area Details
Bill Ristow's Private Investor Experience December 1996 - Present
Job Pharmaceuticals Professional
Industry Pharmaceuticals
Experience
Private investor   December 1996 - Present
IMS Health  February 1977 - November 1996
IMS Health / IMS America   1977 - 1996

Education
Temple University   1977 — 1983
M.B.A., Concentration in Marketing

McMaster University   1974 — 1976
Physiological Psychology

Villanova University   1972 — 1974
M.S., Experimental Psychology

Saint Joseph's University   1968 — 1972
B.S., Psychology & Biology

Darin Greyerbiehl Darin Greyerbiehl San Francisco, California Details
Darin Greyerbiehl's Private Investor Experience 2005 - 2014
Job Senior Account Executive at Geli
Industry Renewables & Environment
Experience
Geli  July 2015 - Present
Foresight Renewable Solutions   2013 - Present
Private Investor   2005 - 2014
McKenzie River Corporation  January 2002 - January 2005
McKenzie River Corporation  January 1996 - January 2002
McKenzie River Corporation  January 1995 - January 1996

Skills
Customer Service, Marketing Strategy, Analysis, Start-ups, Strategic Planning, Product Development, Market Research, Project Management, Business Development, Business Strategy, Program Management, Strategy, Strategic Partnerships, Entrepreneurship, New Business Development

Education
San Francisco State University
BS, Business Management

Erik Mace Erik Mace Greater New York City Area Details
Erik Mace's Private Investor Experience July 2013 - Present
Job Principal at Private Investor
Industry Investment Management
Experience
Private Investor   July 2013 - Present
Breeden Capital Management LLC   2011 - July 2013
Mace Investment Consulting   2009 - 2011
Basso Capital  January 2007 - December 2008
Credit Suisse  1998 - 2006
NatWest Markets  1996 - 1998
PaineWebber  1992 - 1994

Skills
Asset Management, Equities, Financial Modeling, Investments, Forecasting, Retail, Hedge Funds, Asset Managment, Portfolio Management, Financial Analysis, Equity Research, Alternative Investments, Equity Valuation, Valuation, Bloomberg, Private Equity, Asset Allocation, Strategy, Due Diligence, Investment Banking, Securities, Fixed Income, Investment Management, Capital Markets, Management, Analysis

Education
Columbia University - Columbia Business School   1994 — 1996
MBA, Accounting and Finance

University of Virginia   1987 — 1991
BA, Economics, Sociology

St.Albans   1984 — 1987

Jim Bear Jim Bear Chattanooga, Tennessee Area Details
Jim Bear's Private Investor Experience February 2010 - Present
Job Partner at Private investor
Industry Investment Management
Experience
Private investor   February 2010 - Present
The Krystal Company  2006 - 2011
The Steak n Shake Company  1977 - 2005
PwC  1967 - 1977

Skills
Mergers & Acquisitions, Hiring, Restaurant finance and...

Education
Loras College   1963 — 1967
Accounting

Loras College
Bachelor of Science (BS), Accounting

Bob Braid Bob Braid Sausalito, California Details
Bob Braid's Private Investor Experience December 2008 - Present
Job Yacht Sales at Passage Nautical Inc.
Industry Financial Services
Experience
Passage Nautical Inc.   March 2015 - Present
Private Investor   December 2008 - Present
AIG  October 2004 - December 2008
A.G. Edwards   April 1999 - October 2004
Marsh & McLennan Companies, Inc.   January 1997 - July 1998
Sedgwick Group   February 1984 - September 1996
Tillinghast  1979 - 1983
Liberty Mutual Insurance  March 1973 - August 1979

Skills
Insurance, Underwriting, Equities, Risk Management, Finance, Banking, Strategy, Mutual Funds, Strategic Planning, Property & Casualty..., New Business Development, Business Planning, Business Strategy, Wealth Management, Investments, Account Management, Portfolio Management, Venture Capital, Negotiation, Hedge Funds, Commercial Pilot..., Retirement Planning, Yacht Captain (50 Ton), Commercial Insurance, Brokers, Liability, General Insurance, Leadership, Claim, Claims Management, Marketing, Professional Liability, Workers Compensation, Customer Service, Enterprise Risk..., Aviation, Piloting, Sailing, Yacht Racing

Education
Northeastern University   1981 — 1982
N/A, MBA

Jacksonville University   1967 — 1973
BA, Business/International Affairs

Jessica Lee Milner, Esq. Jessica Lee Milner, Esq. Austin, Texas Details
Jessica Lee Milner, Esq.'s Private Investor Experience June 2008 - Present
Job Milner Legal Owner
Industry Law Practice
Experience
Milner Legal   November 2010 - Present
Volunteer Legal Services of Central Texas  October 2012 - Present
Private Investor   June 2008 - Present
Tese & Milner, LLP Law Office   August 2010 - January 2011
Legal Services of the Hudson Valley  May 2006 - August 2006
Native American Management Services  1996 - 2002

Skills
Legal Research, Civil Litigation, Wills, Litigation, Financial Analysis, Tax Law, Legal Writing, IT Solutions, Financial Advisory, Estate Planning, Trusts, Intellectual Property, Product Liability, Personal Injury, Family Law, Arbitration, Appeals, Courts, Estate Administration, Legal Issues, Legal Assistance, Powers of Attorney, Trials, Westlaw

Education
Georgetown University Law Center   2007 — 2008
LL.M., Taxation

Pace University School of Law   2004 — 2007
J.D., Law

University of Mary Washington   1999 — 2003
B.A., Economics

University of Westminster   2001 — 2002
Study Abroad, Economics

Karen K. Stuehrk Karen K. Stuehrk Greater Milwaukee Area Details
Karen K. Stuehrk's Private Investor Experience 1989 - Present
Job private investor
Industry Investment Management
Experience
private investor   1989 - Present

Education
Northwestern University   1983 — 1987
MBA, Finance/Marketing

Michigan State University   1977 — 1981
BA, Finance

Jon Devorkin Jon Devorkin Brevard, North Carolina Details
Jon Devorkin's Private Investor Experience October 2011 - Present
Job Stock and Options Trader at Private Investor
Industry Retail
Experience
Private Investor   October 2011 - Present
Cititrends, Inc.   August 2001 - October 2011
Caldor, Inc.   June 1994 - January 1999
Bradlees  June 1985 - May 1994
T.J. Maxx   August 1982 - May 1985
The Proving Ground-Division of Ups and Downs   February 1980 - July 1982
Macy's  October 1971 - February 1980

Skills
Merchandising, Visual Merchandising, Apparel, Demand Planning, Inventory Management, CPFR, Forecasting, Fashion, Profit, Inventory Control, Income Statement, Purchasing, Team Building, Asset Allocation, Product Development, Budgets, Strategic Planning, Negotiation, Sales Management

Education
Long Island University, C.W. Post Campus
BA, Political Science

Leon DilPare Leon DilPare Greater Los Angeles Area Details
Leon DilPare's Private Investor Experience October 2008 - April 2012
Job Independent Stock and Options Trading
Industry Financial Services
Experience
Stealth NSA Capital   January 2014 - Present
New Company  2012 - December 2013
Home  April 2012 - November 2012
Private Investor   October 2008 - April 2012
Professional Securities and Advisory Services, LLC   November 2002 - July 2005
Professional Investment Services, LLC (U.S.A.)   October 2002 - July 2005
Ernst & Young  August 1988 - June 1990
New Horizons Computer Learning Center, Los Angeles   1986 - 1987
CBOE  1984 - 1985

Skills
Options, Trading, Derivatives, Equities, Portfolio Management, Risk Management, Investments, Technical Analysis, Trading Strategies, Asset Managment, Trading Systems, Electronic Trading, Financial Markets, Hedging, Hedge Funds, Series 7, Securities, Volatility, Wealth Management, Fixed Income

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1986 — 1988
M.B.A., Management Accounting

Columbia University in the City of New York   1970 — 1974
B.A., Psychology/Pre-Medicine

El Camino College
Withdrew, Registered Nursing

Yolanda Stith Yolanda Stith Raleigh-Durham, North Carolina Area Details
Yolanda Stith's Private Investor Experience February 1999 - 2007
Job Principal at CAPITOL ACCESS INC.
Industry Public Relations and Communications
Experience
CAPITOL ACCESS INC.   June 2011 - Present
Progress Energy  May 2007 - January 2010
21st Century Community Learning Center  October 2005 - July 2007
Private Investor   February 1999 - 2007
Windsor Academy, Inc.   August 1994 - September 2000
Great American Insurance  1995 - 1996
Crum and Forster Commercial Insurance   1989 - 1995

Skills
Financial Analysis, Project Management, Managerial Finance, Strategic Planning, Budgets

Education
North Carolina Central University   1983 — 1988
Business, Finance

Harry Haigood Harry Haigood San Francisco Bay Area Details
Harry Haigood's Private Investor Experience March 2012 - Present
Job Private Investor
Industry Financial Services
Experience
Private Investor   March 2012 - Present
One PacificCoast Bank   2009 - 2012
Private Investor   2004 - 2009
Presidio Trust  2001 - 2004
U.S. Department of the Treasury   1999 - 2001
.   1977 - 1997

Skills
Management, Finance, Mergers & Acquisitions, Investments, Corporate Finance, Investment Banking, Banking, Financial Advisory, Fixed Income, Credit

Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance

Georgetown University School of Foreign Service
BSFS, International Economics

Harvard University, John F. Kennedy School of Government
Master of Public Administration (M.P.A.), International Policy and Institutions

Kavir Dhar Kavir Dhar Greater New York City Area Details
Kavir Dhar's Private Investor Experience 2003 - Present
Job
Industry Internet
Experience
Private Investor   2003 - Present
EB Learning LLC   2005 - Present

Skills
Entrepreneurial..., Mobile Design, User Interface Design, Web Design, Mobile Applications, CSS3, HTML 5, WordPress, Product Management, Project Management, Budget Forecasts, Business Planning, Financial Modeling, Financial Analysis, Operations Management, Investment Valuation, Strategic Planning

Education
American University
Master of Business Administration (M.B.A.), Finance

University of Maryland College Park
BA, Economics

Lee Mallett Lee Mallett Portland, Maine Area Details
Lee Mallett's Private Investor Experience July 2011 - Present
Job Private Investor
Industry Investment Management
Experience
Private Investor   July 2011 - Present
Carnegie Hill Global Advisors   April 2009 - July 2011
Credit Suisse  July 1991 - February 2009
Merrill Lynch  February 1997 - April 1999
Booz Allen Hamilton  September 1985 - July 1989

Education
Harvard Business School   1989 — 1991
MBA, Business

Massachusetts Institute of Technology   1980 — 1985
SB/SM, Mechanical Engineering

Marc Weill Marc Weill Greater New York City Area Details
Marc Weill's Private Investor Experience 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Two Sigma Investments  2014 - Present
Private Investor   2009 - Present
City Light Capital Investment   2004 - 2008
The Fresh Air Fund  1998 - 2005
WTR Hedge Funds   2001 - 2003
Citi  1992 - 2000
Smith Barney  1989 - 1991
American Express  1983 - 1989
S.B. Lewis   1982 - 1983

Skills
Investments, Private Equity, Asset Managment, Wealth Management, Venture Capital, Hedge Funds, Mutual Funds, Alternative Investments, Investment Banking, Corporate Finance, Fixed Income, Portfolio Management, Financial Analysis, Financial Advisory, Mergers & Acquisitions, Strategic Financial..., Trading, Financial Services, Corporate Development, Entrepreneurship, Bloomberg, Leveraged Finance, Strategy, Investment Management, Insurance, Commodity, Asset Allocation, Securities, Banking, Financial Modeling, Valuation, Options, Financial Structuring, Investment Strategies, Asset Management, Due Diligence, Private Placements, Restructuring, Financial Markets, Bonds, Finance, Series 63, Risk Management, Series 7, Derivatives, Executive Management, Capital Markets, Equities, LBO

Education
Columbia University - Columbia Business School   1979 — 1980
MBA, Economics, Accounting

Vanderbilt University   1974 — 1978
B.S., Economics

Milton Academy   1970 — 1974
HS Diploma, High School

Ray Moss Ray Moss Greater Boston Area Details
Ray Moss's Private Investor Experience January 2015 - Present
Job I hope all is going well for my friends and colleagues.
Industry Financial Services
Experience
Private Investor   January 2015 - Present
Enterprise Rent-A-Car  September 2009 - January 2015
Enterprise Rent-A-Car  April 1996 - August 2009

Education
Indiana University of Pennsylvania

C. Howard Wietschner C. Howard Wietschner Greater New York City Area Details
C. Howard Wietschner's Private Investor Experience August 2012 - Present
Job Private Investor
Industry Financial Services
Experience
One Ha'am   June 2014 - Present
SCS Financial  July 2015 - Present
Private Investor   August 2012 - Present
Hapoel Jerusalem Basketball Team   September 2013 - Present
Goldman Sachs  July 2007 - July 2012
Goldman Sachs  2003 - 2007
Goldman Sachs  2002 - 2007
Goldman Sachs  2000 - 2003
Goldman Sachs  1998 - 2000
Goldman Sachs  1994 - 1998

Skills
Real Estate, Private Equity, Convertible Bonds, Hedge Funds, Financial Structuring, Trading, Equities, Investments, Sales, Start-ups, Portfolio Management, Corporate Development, Bloomberg, Corporate Governance, Capital Markets, Relative Value, Corporate Finance, Financial Modeling, Management, Valuation, Venture Capital, Fixed Income, Alternative Investments, Due Diligence, Investment Banking, Derivatives, Equity Research

Education
Fordham Law School   1988 — 1991
JD

Yeshiva University   1984 — 1988
BA, Economics, Magna Cum Laude

manhattan day school

Christopher Pavelic Christopher Pavelic Greater New York City Area Details
Christopher Pavelic's Private Investor Experience 1992 - Present
Job President at CTT
Industry Financial Services
Experience
Private Investor   1992 - Present
Analytic Systems  January 1984 - July 1991

Skills
Trading, Asset Management

Education
Ohio Wesleyan University   1978 — 1982
Ba, Business, Finance

Ohio Wesleyan University   1978 — 1982
Bachelor's Degree, Business Administration and Management, General

Eric Clothier Eric Clothier San Francisco Bay Area Details
Eric Clothier's Private Investor Experience December 2009 - Present
Job Private Investor
Industry Investment Management
Experience
Private Investor   December 2009 - Present
BlackRock (Previously Barclays Global Investors)   January 1987 - December 2009
BNY Mellon (Previously Mellon Bank Corporation)   May 1985 - January 1987
BNY Mellon (Previously Mellon Bank Corporation)   August 1982 - May 1985

Skills
Investments, Equities, Fixed Income, Hedge Funds, Alternative Investments, Asset Management, Risk Management, Portfolio Management, Key Client Relationships, Consultative Selling, Consultative Sales..., Product Development, Production Management, Product Positioning, Team Building

Education
Temple University - Fox School of Business and Management   1980 — 1982
Master of Business Administration (M.B.A.), Finance

Temple University   1977 — 1980
Bachelor's Degree, Radio, Television, and Film

Jay Genzer Jay Genzer Greater New York City Area Details
Jay Genzer's Private Investor Experience 2008 - Present
Job Private Family Office Providing Alternative Speciality Finance
Industry Investment Management
Experience
Thames Capital Solutions   March 2013 - Present
Private Investor   2008 - Present
CANTILLON CAPITAL MANAGEMENT, LLC  2004 - 2009
Lazard Asset Management  April 1994 - 2003
McKinsey & Company  1989 - 1994

Skills
Hedge Funds, Asset Management, Equity Research, Finance, Investments, Portfolio Management, Equities, Alternative Investments, Fixed Income, Bloomberg, Capital Markets, Valuation, Financial Modeling, Private Equity, Funding, Small Business Lending

Education
Syracuse University   1984 — 1988

Scott L Bowers Scott L Bowers Paradise Valley, Arizona Details
Scott L Bowers's Private Investor Experience January 2005 - May 2010
Job Educational Software
Industry Higher Education
Experience
Unified Schools   July 2008 - Present
Chares Schwab   December 2010 - May 2011
RevOp Aviation Consulting   July 2010 - October 2010
Private Investor   January 2005 - May 2010
Coldwell Banker  January 2006 - January 2008
Vanguard Marketing Group   June 2007 - November 2007
US Airways (AWA)   2002 - 2006
America West Airlines  2002 - 2006

Education
Arizona State University   1986 — 1987
Bachelors, Business Admin., Public Programs

Lawrence Harris Lawrence Harris Greater New York City Area Details
Lawrence Harris's Private Investor Experience May 2012 - Present
Job Private Investor
Industry Financial Services
Experience
Private Investor   May 2012 - Present
CL King & Associates  January 2008 - May 2012
Oppenheimer & Co.   June 2003 - January 2008
H.C. Wainwright   August 2001 - June 2003
Josephthal and Co Inc   1998 - 2001
Jackson Partners   1996 - 1998
Bear Stearns  1993 - 1994
Louis Nicoud & Associates   1993 - 1993
Kemper Securities  1987 - 1992
Arthur D. Little  1984 - 1987

Skills
Telecommunications, Wireless, Cisco Technologies, Investments, Valuation, WiFi, Equity Research, Capital Markets, Financial Modeling, Investment Banking, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Due Diligence, Corporate Finance, Insurance, Series 7, Series 63, Strategy, Stock Picking, Equities

Education
The University of Chicago Booth School of Business   1976 — 1978
MBA, Finance, International Business

Lafayette College   1972 — 1976
AB, Economics

The University of Chicago

The University of Chicago

Sergio Castellon, CFA Sergio Castellon, CFA Houston, Texas Details
Sergio Castellon, CFA's Private Investor Experience January 2012 - May 2013
Job Vice President at Tudor, Pickering, Holt & Co.
Industry Investment Management
Experience
Tudor, Pickering, Holt & Co.   January 2015 - Present
Ziegler Capital Management, LLC  January 2014 - January 2015
Eagle River Asset Management   May 2013 - January 2014
Private Investor   January 2012 - May 2013
Waterstone Capital Management  May 2010 - November 2011
Sandelman Partners  June 2005 - January 2009
Citadel Investment Group  September 2002 - March 2005
Citadel Investment Group  January 2001 - September 2002

Skills
High Yield, Capital Structure, Hedge Funds, Equities, Fixed Income, Bloomberg, Trading, Derivatives, Alternative Investments, Portfolio Management, Valuation, Asset Managment, Volatility, Options, Credit Derivatives, CDS, Credit Analysis, Financial Analysis

Education
Harvard University   1996 — 2000
BA, Economics

David Cuprisin David Cuprisin Richmond, Virginia Area Details
David Cuprisin's Private Investor Experience 2012 - Present
Job Private Investor
Industry Consumer Goods
Experience
Private Investor   2012 - Present
Reynolds Consumer Products  February 2009 - February 2010
Kimberly-Clark  1998 - 2001

Skills
Customer Insight, Cross-functional Team..., Consumer Products, Turn Around Management, Strategic Planning, Product Innovation, Strategy, Trade Marketing, Integrated Marketing, Marketing Strategy, Global Marketing, Brand Development, Shopper Marketing, Segmentation, Competitive Analysis, FMCG, Brand Architecture, Leadership, P&L Management, Product Marketing, Positioning, Management, Product Development, Marketing Management, Brand Management, Marketing Research, Market Research, Pricing Strategy, Packaging, International Marketing, Market Analysis, Market Planning, Marketing Communications, Key Account Development, Brand Equity, Income Statement, Product Launch, Consumer Insight, Forecasting, Digital Marketing, Business Planning, Sales Operations, Start-ups, Pricing, Product Management, Customer Marketing, Nielsen, Direct Marketing, Marketing, Categorization

Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing

Brian O'Flanagan Brian O'Flanagan Greater New York City Area Details
Brian O'Flanagan's Private Investor Experience April 2008 - November 2011
Job Director at Revere Capital, LLC
Industry Real Estate
Experience
Revere Capital, LLC   June 2015 - Present
Downtown Capital Partners   April 2014 - June 2015
Fairlawn Capital Group   November 2011 - April 2014
Private Investor   April 2008 - November 2011
D.B. Zwirn & Co.   2005 - 2008
Praedium Group   2004 - 2005
Northland Capital Partners   2002 - 2004
Mercury Partners LLC   January 2000 - January 2002
PaineWebber  1998 - 1998
Tishman Speyer Properties  January 1995 - January 1997

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

The Ohio State University   1989 — 1993
Bachelor of Science, Business Administration, Finance

Darryl Torjhelm Darryl Torjhelm London, Canada Area Details
Darryl Torjhelm's Private Investor Experience January 2011 - Present
Job Private Investor
Industry Electrical/Electronic Manufacturing
Experience
Private Investor   January 2011 - Present
3M  January 2009 - January 2011
3M  January 2007 - January 2009
3M  January 2005 - January 2007

Skills
Marketing Strategy, Key Account Management, Entrepreneurship, Business Strategy, New Business Development, Strategic Planning, Leadership, Sales, Microsoft Office, Customer Service, Microsoft Excel, Teamwork, Investments, Six Sigma, Cross-functional Team..., Microsoft Word, Competitive Analysis, Business Planning, Sales Management, Strategy, Product Development, Negotiation, Pricing, Business Development, Forecasting, Contract Negotiation, Product Marketing, Marketing Management, Product Management, Market Analysis, Market Research, Start-ups

Education
The University of British Columbia   1999 — 2000
MBA, Finance

University of Alberta   1987 — 1992
Bachelor of Applied Science (B.A.Sc.), Electrical and Electronics Engineering

Bryan DiNallo Bryan DiNallo Hermosa Beach, California Details
Bryan DiNallo's Private Investor Experience February 2010 - March 2010
Job Assistant to Estate and Property Manager at Private in Beverly Hills Los Angeles
Industry Real Estate
Experience
Private Estate in Beverly Hills - Los Angeles   February 2011 - December 2013
Jerry Bruckheimer Films  December 2010 - February 2011
Directors Guild of America  June 2010 - December 2010
Private Investor   February 2010 - March 2010

Skills
Real Estate, Property, Real Estate Development

Education
Clemson University   2001 — 2004
BS, Management, Entrepreneurship, Real Estate

Ithaca College

Robin Nydes Robin Nydes Santa Monica, California Details
Robin Nydes's Private Investor Experience March 2002 - Present
Job Member at Harvard Business School Alumni Angels
Industry Financial Services
Experience
Harvard Business School Alumni Angels   September 2012 - Present
Sussex Partners Ltd, London   December 2003 - Present
Private Investor   March 2002 - Present
Humanitas  February 2005 - December 2012
Daiwa Securities, London   April 1996 - May 1999
Deutsche Bank/Bankers Trust, London   March 1993 - April 1996
Citi  January 1986 - March 1991

Skills
Alternative Investments, Hedge Funds, Derivatives, Fixed Income, Business Development, Investor Relations, Private Equity, Entrepreneurship, Venture Capital, Strategy, Start-ups, Asset Management, Investments, Corporate Development, Management Consulting

Education
Harvard Business School   1982 — 1984
MBA

Wharton School, University of Pennsylvania   1979 — 1982
B.S. Economics, Summa Cum Laude

Adam Wachter Adam Wachter Flagler Beach, Florida Details
Adam Wachter's Private Investor Experience August 2010 - November 2013
Job Managing Partner at Tee Times USA
Industry Hospitality
Experience
Tee Times USA   November 2013 - Present
Private Investor   August 2010 - November 2013
FBR Capital Markets  July 2008 - July 2010
Morgan Stanley  2004 - 2007
Morgan Stanley  2000 - 2007
Kennilworth Partners   July 1997 - December 1999
Bicci Ltd   February 1991 - November 1996

Skills
Portfolio Management, Equities, Investments, Asset Management, Securities, Hedge Funds, Alternative Investments, Capital Markets, Financial Markets, Fixed Income, Investment Banking, Credit, Hedging, Proprietary Trading, Trading, Bonds, High Yield, Structured Products

Education
Fordham University - Graduate School of Business Administration   1990 — 1992
Master of Business Administration (MBA), Accounting and Finance

The George Washington University - School of Business   1985 — 1987
Bachelor of Business Administration (BBA), Finance, General

Hanna J Azar Hanna J Azar San Francisco Bay Area Details
Hanna J Azar's Private Investor Experience January 2011 - Present
Job Manager at City Radio
Industry Retail
Experience
Crafted Beard   March 2015 - Present
City Cell Repair   January 2012 - Present
Private Investor   January 2011 - Present
City Radio INC   January 2010 - Present
CFA Institute Research Challenge  December 2011 - March 2012

Skills
Financial Modeling, Valuation, Competitive Analysis, Analysis, Financial Analysis, Investments, Asset Management, Corporate Finance, Microsoft Excel, Portfolio Management, Financial Reporting, Data Analysis, PowerPoint, Financial Risk, Microsoft Office, Customer Service, Finance, Access, Microsoft Word, Strategic Planning

Education
San Francisco State University   2010 — 2012
Business, Finance

Jacqueline Gorman Jacqueline Gorman Tampa/St. Petersburg, Florida Area Details
Jacqueline Gorman's Private Investor Experience Accounting SupervisorMarketing CompanyAugust 2010 - Present
Job Accounting Supervisor at Marketing Company
Industry Investment Management
Experience
private investor   Accounting SupervisorMarketing CompanyAugust 2010 - Present
Manufactoring   September 2008 - June 2009

Education
University of Findlay   1998 — 2004
BS, International Business, Economics

John Nepute John Nepute Eugene, Oregon Area Details
John Nepute's Private Investor Experience January 1987 - Present
Job CFO at Feeney Wireless
Industry Capital Markets
Experience
Feeney Wireless  May 2013 - Present
Private Investor   January 1987 - Present
L & M Industrial Fabrication   May 2012 - April 2013
Master Capital Management   September 2010 - April 2011
Navistar Inc  May 2009 - April 2010
Monaco Coach Corporation  January 2000 - May 2009
Monaco Coach Corporation  January 1991 - January 2000

Skills
Accounting, Budgeting, Mergers, Financial Reporting, Strategic Planning, Investor Relations, Financial Operations, Turnarounds, Financial Control, Financial Forecasting, Working Capital..., Acquisition Integration, Financial Management, Cash Management, Treasury Management, Financial Accounting, Banking Relationships, Cash Flow Management, Public Companies, Revenue Recognition, Financial Systems, Reporting & Analysis, High Growth, Capital Budgeting, Audit Committee, Business Modeling, Cash Flow Forecasting, IPO, Capital Structure, Capital Management, Budgets, Process Improvement, Internal Controls, Mergers & Acquisitions, P&L Management, Financial Analysis, Business Planning, Private Equity, Competitive Analysis, Start-ups, Operations Management, Forecasting, Manufacturing, Strategy, Analysis, Inventory Management, Market Analysis, Team Building, Business Development, Negotiation

Education
University of Oregon   1974 — 1976
MBA, Finance

Georgia Institute of Technology   1970 — 1974
Bachelor of Science (BS), Industrial Management

Colin Sullivan Colin Sullivan Greater New York City Area Details
Colin Sullivan's Private Investor Experience February 2005 - Present
Job Private Investor
Industry Financial Services
Experience
Private Investor   February 2005 - Present
On permanent disability   January 2005 - February 2012
UBS Wealth Management  January 2000 - February 2005
Prudential Securities  September 1983 - December 1999
DDC  1980 - 1983
18th St. Management   1979 - 1980
Marlin Cafe   1978 - 1980

Skills
Wealth Management, Securities, Alternative Investments, Risk Management, Financial Analysis, Hedge Funds, Mutual Funds, Financial Services, Capital Markets, Finance, Strategic Financial..., Executive Management, Investment Management, Private Equity, Financial Modeling, Due Diligence, Bloomberg, Business Development, FINRA, Derivatives, Series 63, Trading, Investment Banking, Financial Markets, Bonds, Emerging Markets, Financial Advisory, Equity Research, ETFs, Valuation, Structured Products, Options, Wealth Management..., Trading Systems, Private Banking, Series 24, Equity Derivatives, Financial Planning

Education
Columbia University in the City of New York   1977 — 1981
Bachelor of Arts (BA), Philosophy; minor Comp. Lit.

Shrewsbury High School   1973 — 1977

Stephanie Valeche Stephanie Valeche West Palm Beach, Florida Area Details
Stephanie Valeche's Private Investor Experience July 2012 - Present
Job Private Investor
Industry Investment Management
Experience
Private Investor   July 2012 - Present
Absolute Equity Managers, LLC   2011 - July 2012
First Eagle Investment Management  2005 - 2010
Arnhold and S. Bleichroeder  1995 - 2005

Skills
Alternative Investments, Asset Managment, Investments, Equities, Financial Analysis, Fixed Income, Investment Strategies, Private Equity, Asset Management, Asset Allocation, Valuation

Education
Cornell University
BA, Economics and History

University of Pennsylvania - The Wharton School
MBA, Finance

John Tuzzolino John Tuzzolino Greater Chicago Area Details
John Tuzzolino's Private Investor Experience June 2010 - Present
Job Private Investor
Industry Management Consulting
Experience
Private Investor   June 2010 - Present
Wiza Industries  August 2007 - June 2010
Precision Partners / Chicago Mfg. Group   2003 - 2007
Fluid Power Industries / Parker Hannifin Corporation   1992 - 1999
Vickers Hydraulics/Modular Controls   1983 - 1992

Skills
Manufacturing, Product Development, Strategic Planning, Sales, Management, Program Management, Marketing Strategy, Machining, Selling, Due Diligence, Marketing, Mobile Devices, Training, Process Improvement, Integration, Finance, Lean Manufacturing, Continuous Improvement, Purchasing, Private Equity, Strategy, Cross-functional Team..., Business Strategy, Onboarding, Technical Recruiting, Talent Management, Business Development, Executive Management, Leadership, Start-ups, Sales Management, Investments

Education
Gordon Technical

Illinois State University
BS, Business and Marketing

University of Illinois at Urbana-Champaign

Ryan Wolinsky Ryan Wolinsky Woodside, New York Details
Ryan Wolinsky's Private Investor Experience June 2011 - April 2013
Job ...
Industry Education Management
Experience
La Scuola d'Italia Gugliemo Marconi   September 2014 - January 2015
Fahari Academy Charter School  July 2013 - June 2014
Private Investor   June 2011 - April 2013
ATS Project Success  September 2012 - November 2012
Academic Excellence Tutoring   March 2012 - June 2012
EBL Coaching  March 2012 - June 2012
Liberty Learning Lab  March 2012 - June 2012
Grand Concourse Academy Charter School   August 2007 - August 2010
SportsNet New York  February 2006 - December 2006
NEP Broadcasting, LLC  June 2005 - October 2005

Skills
Photoshop, Final Cut Pro, Graphic Design, Broadcast, Sports, Teaching/mentoring, Nutrition, Behavior Modification, Video Editing, Video Production, Writing, Social Media, iPhone, MacBook Pro, Windows, Google Chrome, Firefox, Internet Explorer, Microsoft Office, iPhoto, Behavior Management, Early Childhood..., Child Development, Customer Service, Gluten Free, Troubleshooting, Graphics, Film, Television, Video, Mac

Education
Touro College   2006 — 2007
Masters, Early Childhood General and Special Education

Ithaca College   1999 — 2003
Bachelors, Communications: Television-Radio Production

Debbie Weiner Debbie Weiner Greater New York City Area Details
Debbie Weiner's Private Investor Experience August 2011 - February 2013
Job Tutor at Debbie Weiner Tutoring
Industry Primary/Secondary Education
Experience
Warren Public Library   August 2012 - Present
Debbie Weiner Tutoring   September 2010 - Present
Freelance writer/editor  September 1981 - Present
Private investor   August 2011 - February 2013
Warren Public Library, Warren, NJ   January 2005 - August 2012
Huntington Learning Center  January 2012 - June 2012
Chatham High School  September 2007 - June 2008
Warren Township Schools  September 1995 - June 2007
Temple Har Shalom, Warren, NJ   1995 - 2007
The Jewish News   1977 - 1978

Skills
Desktop Publishing, Writing, Teaching, Editing, Newsletters, Microsoft Office, Journalism, Research, PowerPoint, Word, Social Media, Proofreading, Creative Writing, Copywriting, Tutoring, Social Networking, Classroom Instruction, Press Releases, Curriculum Development, Nonprofits

Education
Kean University   2005 — 2007
Certification, Special Education Graduate Study

Kean University   1980 — 1981
Certification, Education, Teacher of English

Rutgers University-New Brunswick   1973 — 1977
BA, English, Communications, Journalism

Clifton High School

Edmund Yee Edmund Yee Greater New York City Area Details
Edmund Yee's Private Investor Experience February 2011 - Present
Job Independent Investment Management Professional
Industry Investment Management
Experience
Private Investor   February 2011 - Present
Private Investment Property Management   2006 - Present

Education
City University of New York-Hunter College

Troy Lorimer Troy Lorimer Springdale, Arkansas Details
Troy Lorimer's Private Investor Experience August 2004 - December 2012
Job Bartender at Core Brewing and Distilling Company
Industry Hospitality
Experience
Core Brewing and Distilling Co   April 2015 - June 2015
Core Brewing and Distilling Company   April 2015 - June 2015
Cherokee Builders Inc   May 2013 - April 2015
Private Investor   August 2004 - December 2012
Bethel School of Supernatural Ministry   August 2010 - May 2011
Unfailing Love Ministries   2005 - 2007
IBM  January 1988 - August 2004

Skills
Team Leadership, Teamwork, Technical Analysis, Financial Markets, Trading, Testing, Analysis, Team Building, Stock Market, Stocks, Troubleshooting, Customer Service, Inventory Management, Computer Hardware, Field Service, Hardware Diagnostics, Hardware, Stock Trading, Investments, Mainframe, Customer Relations, Problem Solving, Operating Systems, Requirements Analysis, Installations, Test Equipment, Hardware Installation, Printer Support, Listening Skills, Stock Picking, Stock Management, Futures, Futures Trader, Futures Management, Futures Technical..., Futures Chartologist, Stock Chartologist, Heavy Equipment..., Job Search, Money Management, Project Management, Leadership, Risk Management, Options, Trading Systems, Public Speaking

Education
License Coach   2015 — 2015
Oklahoma Accident, Health and Life Insurance License, Accident, Health and Life Insurance, Passing

Allied Career Training   2012 — 2012
Heavy Equipment Operator Certificate, Heavy Equipment Operator, 99.03%

EXC Global   2011 — 2011
Self Study Course, Futures Trading - Technical Analysis

Bethel School of Supernatural Ministry   2008 — 2011
Ministry Certificate, Leadership

Pristine.com   2008 — 2009
Self Study Course, Stock Trading - Technical Analysis

Investools   2002 — 2004
Self Study Course, Stock and Options Trading

Colorado Christian University   2001 — 2001
65+ hours toward a BS degree, Organizational Management / Christian Leadership

Bill Malaun Bill Malaun San Francisco Bay Area Details
Bill Malaun's Private Investor Experience August 1992 - February 1997
Job Store Manager at ClickScanShare
Industry Retail
Experience
ClickScanShare   October 2012 - Present
Ritz Camera & Image  November 2005 - September 2012
Read-Rite Corporation  March 1997 - January 2001
Private Investor   August 1992 - February 1997
Read-Rite Corporation  September 1987 - July 1992
Additional Experience  1975 - 1986

Education
California State University-Hayward
Mathematics and Computer Science

West Valley College
Computer Science

Kyra J Davis Kyra J Davis Sunderland, Maryland Details
Kyra J Davis's Private Investor Experience January 2004 - December 2004
Job Medical Coder Apprentice
Industry Hospital & Health Care
Experience
Central Carolina Community College  January 2013 - December 2013
Bell Nursery USA, LLC   2012 - 2013
General Work   January 2009 - December 2011
Aubrey Consultants, Inc.   2004 - 2008
Private Investor   January 2004 - December 2004

Skills
ICD-9, CPT, HCPCS, ICD-10

Education
American Academy of Professional Coders
CPC-A

Central Carolina Community College
Certificate of Completion, Healthcare Billing and Coding

Angelo State University
Bachelor of Business Administration

Adam Beck Adam Beck Haverford, Pennsylvania Details
Adam Beck's Private Investor Experience June 2007 - Present
Job Managing Director at Avonwood Ventures
Industry Venture Capital & Private Equity
Experience
Private Investor   June 2007 - Present
US Maintenance  August 1988 - January 2008

Skills
Investments, Strategy, Business Strategy

Education
Columbia University - Columbia Business School   1996 — 1998
MBA

University of Pennsylvania - Wharton Evening School   1995 — 1995

West Chester University of Pennsylvania   1983 — 1987
B.S. - Chemistry and Biology

Robin Rakobitsch Robin Rakobitsch Portland, Oregon Details
Robin Rakobitsch's Private Investor Experience August 2005 - January 2009
Job Student of Naturopathic Medicine & Integrative Medicine Rearch
Industry Health, Wellness and Fitness
Experience
Self  August 2012 - Present
Helfgott Research Institute  September 2013 - Present
Chitari Collaborative Foundation   July 2013 - Present
Portlampia   April 2014 - Present
Windsine Inc   March 2009 - April 2011
PRIVATE INVESTOR   August 2005 - January 2009

Skills
Wellness, Holistic Health, Mindfulness, Evidence-based Medicine, Integrative Medicine..., GAPS (Gut and..., Clinical Research, Hypnotherapy, Gut dysbiosis, Leaky gut syndrome, Social Media, Web publishing and..., Adobe Photoshop, Microsoft Office, Adobe Acrobat, Adobe Premiere, Adobe Flash, Mac, Quickbooks, Sustainable Agriculture, High sensitivity to..., Treatment

Education
National College of Natural Medicine   2012 — 2017
Doctor of Naturopathy, Master of Science in Integrative Medicine Research, Naturopathic Medicine/Research

EBC Servicios Lingüísticos Europe, S.L.   2006 — 2006
TEFL International TESOL Certification:, Teaching English as a Second or Foreign Language/ESL Language Instructor

The Center for Cross Cultural Study   2005 — 2005
Spanish Language Studies

Ithaca College   2001 — 2005
Bachelor's Degree, Biology, Spanish

Debra Spatzner Debra Spatzner Vancouver, Canada Area Details
Debra Spatzner's Private Investor Experience 1995 - 2012
Job Executive Coordinator at Unique Real Estate Accommodations Inc.
Industry Real Estate
Experience
Unique Accommodations Inc.   July 2012 - Present
Private Investor   1995 - 2012
Transnational Towers Inc   2001 - 2008

Skills
Real Estate, Property Management, Executive Support, Process Scheduler, Leases, Lease Administration, Customer Service, Marketing Strategy, Team Building, Tenant, Leadership, Management, Investment Properties, Condos, Marketing, Negotiation, Contract Negotiation, Relocation, New Business Development, Investors, Strategic Planning

Education
UBC   2013 — 2013
Rental Property Management License, Real Estate

Humber College   1996 — 1999
Engineering Technologist, Civil/Environmental Engineering

Charles Spalding Charles Spalding Williamsburg, Virginia Details
Charles Spalding's Private Investor Experience 1962 - Present
Job Investor
Industry Investment Management
Experience
Private Investor   1962 - Present
Private Consultatnt   1990 - 1995
Mead Corporation (Now MWV)   1975 - 1990
Thilmany Pulp And Paper Company   1970 - 1975
Hammermill Paper Company  1961 - 1970

Education
Harvard Business School   1969 — 1969
NA, Business Administration and Management, General

Institute of Paper Chemistry   1957 — 1961
MS and PhD, Wood Science and Wood Products/Pulp and Paper Technology

University of Wisconsin-Madison   1953 — 1957
Bachelor's degree, Chemical Engineering

The Hill School   1951 — 1953
High School Diploma

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