Private Investor
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Private Investor Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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!!
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Salvatore Enterprises January 2015 - Present
EliteFit™ USA June 2013 - Present
Private Investor September 2004 - Present
Education
Nichols College
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
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
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
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
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
[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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
American Publisher January 2009 - Present
Private Investor 2005 - January 2009
Education
Brown University 1990 — 1994
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
private investor 1989 - Present
Education
Northwestern University 1983 — 1987
MBA, Finance/Marketing
Michigan State University 1977 — 1981
BA, Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
private investor Accounting SupervisorMarketing CompanyAugust 2010 - Present
Manufactoring September 2008 - June 2009
Education
University of Findlay 1998 — 2004
BS, International Business, Economics
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
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
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
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
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
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
Private Investor February 2011 - Present
Private Investment Property Management 2006 - Present
Education
City University of New York-Hunter College
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
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
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
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
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
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
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