Private Investor
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Private Investor Employees
Employee
Years
Job
Industry
Mathew Tekulsky Mathew Tekulsky's Private Investor Experience 1995 - Present
Job Private Investor, AuthorPhotographer
Industry Investment Management
Experience
Private Investor 1995 - Present
Skills
Portfolio Management, Equities, Fixed Income
Education
University of Rochester 1971 — 1975
BA, History
Mamaroneck High School
Private Investor 1995 - Present
Skills
Portfolio Management, Equities, Fixed Income
Education
University of Rochester 1971 — 1975
BA, History
Mamaroneck High School
Fernando Martinez Fernando Martinez's Private Investor Experience June 2012 - Present
Job Private Investor
Industry Investment Management
Experience
Gaucho Ranch July 2015 - Present
Private Investor June 2012 - Present
Miansai January 2013 - June 2015
Areas USA Inc. November 2009 - December 2012
Gap Inc. February 2005 - October 2009
Gap Inc. July 2003 - February 2005
Gap Inc. July 2002 - June 2003
Skills
Retail, Budgets, Forecasting, Inventory Management, Operations Management, Strategic Planning, Management, P&L Management, Business Planning, Finance, P&L, Product Management, Business Analysis, Financial Reporting, Cross-functional Team..., Leadership, Logistics, Corporate Finance, Business Strategy, Procurement, Negotiation, Team Leadership, Income Statement, Strategy, Accounting
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Business Administration
Universidad Tecnológica Nacional 1990 — 1995
Bachelor of Science (BS), Mechanical Engineering
Gaucho Ranch July 2015 - Present
Private Investor June 2012 - Present
Miansai January 2013 - June 2015
Areas USA Inc. November 2009 - December 2012
Gap Inc. February 2005 - October 2009
Gap Inc. July 2003 - February 2005
Gap Inc. July 2002 - June 2003
Skills
Retail, Budgets, Forecasting, Inventory Management, Operations Management, Strategic Planning, Management, P&L Management, Business Planning, Finance, P&L, Product Management, Business Analysis, Financial Reporting, Cross-functional Team..., Leadership, Logistics, Corporate Finance, Business Strategy, Procurement, Negotiation, Team Leadership, Income Statement, Strategy, Accounting
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Business Administration
Universidad Tecnológica Nacional 1990 — 1995
Bachelor of Science (BS), Mechanical Engineering
Shaw Coates's Private Investor Experience May 2001 - Present
Job Director of Marketing and Sales Operations at Strategic Information Group
Industry Computer Software
Experience
Strategic Information Group February 2010 - Present
Private Investor May 2001 - Present
Strategic Information Group February 2005 - February 2010
Strategic Information Group June 2001 - January 2005
Skills
Marketing Strategy, ERP, Marketing Management, Email Marketing, B2B Marketing, Social Media, Online Marketing, Lead Generation, Direct Marketing, Salesforce.com, Market Research, Online Advertising, Integrated Marketing, Management, Enterprise Software, SaaS, Solution Selling, Software Industry, CRM, New Business Development, Business Intelligence, Strategy, Sales Operations, Sales Process, Start-ups, Social Networking, Analytics, Business Development, Account Management, Direct Sales, Sales, Strategic Partnerships, Cloud Computing, Customer Retention, Real Estate, Interior Design, Home Staging, Investment Properties, Vacation Homes, Marketing Event Planning, Referrals
Education
University of California, Santa Barbara
Strategic Information Group February 2010 - Present
Private Investor May 2001 - Present
Strategic Information Group February 2005 - February 2010
Strategic Information Group June 2001 - January 2005
Skills
Marketing Strategy, ERP, Marketing Management, Email Marketing, B2B Marketing, Social Media, Online Marketing, Lead Generation, Direct Marketing, Salesforce.com, Market Research, Online Advertising, Integrated Marketing, Management, Enterprise Software, SaaS, Solution Selling, Software Industry, CRM, New Business Development, Business Intelligence, Strategy, Sales Operations, Sales Process, Start-ups, Social Networking, Analytics, Business Development, Account Management, Direct Sales, Sales, Strategic Partnerships, Cloud Computing, Customer Retention, Real Estate, Interior Design, Home Staging, Investment Properties, Vacation Homes, Marketing Event Planning, Referrals
Education
University of California, Santa Barbara
Greg Alexander Greg Alexander's Private Investor Experience February 1994 - Present
Job Private Investor
Industry Venture Capital & Private Equity
Experience
Private investor February 1994 - Present
Destin Magazine 2013 - 2014
VIP Murfreesboro 2012 - 2014
Skills
Volunteer Leadership, Event Management, Employee Relations, Employee Management, Brand Development, Corporate Branding, New Business Development, Business Strategy, Mergers, Media Relations, Media Buying, Market Research, Advertising, Entrepreneurship, Sales, Investments, Management, Strategy, Mergers & Acquisitions, Executive Management, Team Building, Volunteering, Finance, Customer Service, Direct Marketing, Online Marketing, Start-ups, Operations Management, Marketing, Leadership, Account Management, Budgets, Strategic Planning, Digital Media, Public Relations, Social Networking, Email Marketing, Strategic Partnerships, Social Media, Publishing, Nonprofits, Leadership Development, Organizational..., Business Development, Marketing Strategy, Sales Management, Event Planning, Small Business, Marketing Communications, Brand Management
Education
University of North Alabama 1989 — 1993
Bachelors, Marketing
Hardin County High School
Private investor February 1994 - Present
Destin Magazine 2013 - 2014
VIP Murfreesboro 2012 - 2014
Skills
Volunteer Leadership, Event Management, Employee Relations, Employee Management, Brand Development, Corporate Branding, New Business Development, Business Strategy, Mergers, Media Relations, Media Buying, Market Research, Advertising, Entrepreneurship, Sales, Investments, Management, Strategy, Mergers & Acquisitions, Executive Management, Team Building, Volunteering, Finance, Customer Service, Direct Marketing, Online Marketing, Start-ups, Operations Management, Marketing, Leadership, Account Management, Budgets, Strategic Planning, Digital Media, Public Relations, Social Networking, Email Marketing, Strategic Partnerships, Social Media, Publishing, Nonprofits, Leadership Development, Organizational..., Business Development, Marketing Strategy, Sales Management, Event Planning, Small Business, Marketing Communications, Brand Management
Education
University of North Alabama 1989 — 1993
Bachelors, Marketing
Hardin County High School
Hunter Hewett Hunter Hewett's Private Investor Experience September 2005 - Present
Job
Industry Real Estate
Experience
Private Investor September 2005 - Present
Skills
Business Development, Lead Generation, Entrepreneurship, Marketing, Strategic Partnerships, Email Marketing, Market Planning, Social Media Marketing, Online Advertising, Online Marketing, Start-ups, Web Marketing, SEM, Marketing Strategy, Social Media, Advertising, Sales, Digital Marketing, Management
Education
University of California, Santa Barbara
Communications, Economics, Business Communication
Private Investor September 2005 - Present
Skills
Business Development, Lead Generation, Entrepreneurship, Marketing, Strategic Partnerships, Email Marketing, Market Planning, Social Media Marketing, Online Advertising, Online Marketing, Start-ups, Web Marketing, SEM, Marketing Strategy, Social Media, Advertising, Sales, Digital Marketing, Management
Education
University of California, Santa Barbara
Communications, Economics, Business Communication
Bev Marder Bev Marder's Private Investor Experience June 2000 - Present
Job Financial Research at Private Investor
Industry Financial Services
Experience
Private Investor June 2000 - Present
ACTING INFO TO COME SOON May 2010 - April 2011
L'Oreal, Cosmair & Estee Lauder January 1982 - April 1992
Skills
Writing, Data Analysis, Training, Quantitative Research, Report Writing, Statistics, Options, Social Media, Film, Commercials, Public Speaking, Customer Service, Event Management
Education
University of Massachusetts Boston
B.A., Psychology
Private Investor June 2000 - Present
ACTING INFO TO COME SOON May 2010 - April 2011
L'Oreal, Cosmair & Estee Lauder January 1982 - April 1992
Skills
Writing, Data Analysis, Training, Quantitative Research, Report Writing, Statistics, Options, Social Media, Film, Commercials, Public Speaking, Customer Service, Event Management
Education
University of Massachusetts Boston
B.A., Psychology
Wayne Teas Wayne Teas's Private Investor Experience July 2015 - Present
Job CEO at Private Investor
Industry Banking
Experience
Private Investor July 2015 - Present
Shelter Mortgage, LLC October 2008 - June 2015
Access America Mortgage / Bryce Homes June 2007 - October 2008
Lenox Financial 2004 - 2007
Verizon Wireless 2002 - 2003
Preimere Technologies 1998 - 2002
Motorola 1977 - 1998
Skills
New Business Development, Marketing Strategy, Product Marketing, Management, Strategic Planning, Customer Service, Sales, Team Building, Account Management, Leadership, Sales Management, Marketing, Investment Properties
Education
University of Alabama at Birmingham 1969 — 1974
BS, Marketing / Business
Private Investor July 2015 - Present
Shelter Mortgage, LLC October 2008 - June 2015
Access America Mortgage / Bryce Homes June 2007 - October 2008
Lenox Financial 2004 - 2007
Verizon Wireless 2002 - 2003
Preimere Technologies 1998 - 2002
Motorola 1977 - 1998
Skills
New Business Development, Marketing Strategy, Product Marketing, Management, Strategic Planning, Customer Service, Sales, Team Building, Account Management, Leadership, Sales Management, Marketing, Investment Properties
Education
University of Alabama at Birmingham 1969 — 1974
BS, Marketing / Business
Henry Chip Weibler Henry Chip Weibler's Private Investor Experience 2006 - Present
Job Investor
Industry Financial Services
Experience
Private Investor 2006 - Present
New York Life Insurance Company April 2011 - October 2011
High Point Financial Group April 2011 - October 2011
Ascendant Partners 2005 - 2009
Great-West Life and Annuity Insurance Company 2004 - 2004
J.P. Turner & Company 2003 - 2003
Skills
Investments, Insurance, Portfolio Management, Financial Modeling, Financial Analysis, Financial Planning, Security Analysis, Cash Flow Forecasting, Securities, Cash Flow, Forecasting, Options, Valuation, Asset Management, Equity Research, Due Diligence, Equities, Risk Management, Financial Markets, DCF, Investment Banking
Education
University of Denver - Daniels College of Business 2000 — 2002
MBA, Finance
University of Arizona 1993 — 1997
Bachelor of Science (B.S.), Exercise Physiology
Private Investor 2006 - Present
New York Life Insurance Company April 2011 - October 2011
High Point Financial Group April 2011 - October 2011
Ascendant Partners 2005 - 2009
Great-West Life and Annuity Insurance Company 2004 - 2004
J.P. Turner & Company 2003 - 2003
Skills
Investments, Insurance, Portfolio Management, Financial Modeling, Financial Analysis, Financial Planning, Security Analysis, Cash Flow Forecasting, Securities, Cash Flow, Forecasting, Options, Valuation, Asset Management, Equity Research, Due Diligence, Equities, Risk Management, Financial Markets, DCF, Investment Banking
Education
University of Denver - Daniels College of Business 2000 — 2002
MBA, Finance
University of Arizona 1993 — 1997
Bachelor of Science (B.S.), Exercise Physiology
Kathy Olsen Kathy Olsen's Private Investor Experience June 2011 - Present
Job Director at Green Brick Partners, Inc.
Industry Financial Services
Experience
Green Brick Partners, Inc. (NASDAQ: GRBK) October 2014 - Present
Private Investor June 2011 - Present
Eminence Capital January 1999 - June 2011
Anchin, Block & Anchin LLP November 1993 - January 1999
Skills
Fund Of Funds, Auditing, Hedge Funds, Alternative Investments, Equities, Asset Management, Finance, CPA, SEC filings, Due Diligence, Investment Banking, Bloomberg, Valuation, Private Equity, Financial Modeling, Fixed Income, Financial Analysis, Investments, Capital Markets
Education
University at Albany, SUNY
BS, Accounting
Green Brick Partners, Inc. (NASDAQ: GRBK) October 2014 - Present
Private Investor June 2011 - Present
Eminence Capital January 1999 - June 2011
Anchin, Block & Anchin LLP November 1993 - January 1999
Skills
Fund Of Funds, Auditing, Hedge Funds, Alternative Investments, Equities, Asset Management, Finance, CPA, SEC filings, Due Diligence, Investment Banking, Bloomberg, Valuation, Private Equity, Financial Modeling, Fixed Income, Financial Analysis, Investments, Capital Markets
Education
University at Albany, SUNY
BS, Accounting
Roger Vertes Roger Vertes's Private Investor Experience October 2002 - April 2010
Job Independent Investor
Industry Investment Management
Experience
Moneta Advisors, LLC August 2010 - Present
Marjos Business Consulting LLC 2012 - 2013
Private Investor October 2002 - April 2010
Die Tech industries LTD October 1996 - February 2003
CW Costello & Associates 1992 - 1996
Skills
Mutual Funds, Strategic Financial..., Portfolio Management, Insurance, Investment Advisory, Private Equity, Alternative Investments, Investment Strategies, Risk Management, Asset Management, Asset Allocation, Financial Analysis, Blogging, Finance, Investments, Financial Advisory, Management, Financial Services, Financial Modeling, Series 7, Series 65, Gold, Stocks, Silver, Equities, Social Media, Strategy
Education
Computer Processing Institute 1987 — 1988
Certificate in Business Programming, Computer Programming
University of Southern California 1982 — 1987
BA, International Relations
Moneta Advisors, LLC August 2010 - Present
Marjos Business Consulting LLC 2012 - 2013
Private Investor October 2002 - April 2010
Die Tech industries LTD October 1996 - February 2003
CW Costello & Associates 1992 - 1996
Skills
Mutual Funds, Strategic Financial..., Portfolio Management, Insurance, Investment Advisory, Private Equity, Alternative Investments, Investment Strategies, Risk Management, Asset Management, Asset Allocation, Financial Analysis, Blogging, Finance, Investments, Financial Advisory, Management, Financial Services, Financial Modeling, Series 7, Series 65, Gold, Stocks, Silver, Equities, Social Media, Strategy
Education
Computer Processing Institute 1987 — 1988
Certificate in Business Programming, Computer Programming
University of Southern California 1982 — 1987
BA, International Relations
Wes Caywood Wes Caywood's Private Investor Experience April 2011 - May 2012
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2012 - Present
Private Investor April 2011 - May 2012
Jefferies & Company May 2007 - April 2011
Banc of America Securities October 2000 - May 2007
DLJ August 1999 - October 2000
US Navy May 1991 - November 1998
Education
Tulane University 1997 — 1999
MBA, Finance
United States Naval Academy 1987 — 1991
BS
J.P. Morgan May 2012 - Present
Private Investor April 2011 - May 2012
Jefferies & Company May 2007 - April 2011
Banc of America Securities October 2000 - May 2007
DLJ August 1999 - October 2000
US Navy May 1991 - November 1998
Education
Tulane University 1997 — 1999
MBA, Finance
United States Naval Academy 1987 — 1991
BS
Ilse Anderson Ilse Anderson's Private Investor Experience December 2009 - Present
Job Private Investor
Industry
Experience
Artist September 2012 - Present
Private Investor December 2009 - Present
Skills
Leadership, Negotiation, Foreign Languages, New Business Development, Management, Business Planning, Team Building, Residential Homes
Education
University of Pennsylvania 1973 — 1976
Bachelor’s Degree, Economics, Political Science, International Relations
Kent Place School
Tulane University
Master of Business Administration (M.B.A.), Latin American Studies
Artist September 2012 - Present
Private Investor December 2009 - Present
Skills
Leadership, Negotiation, Foreign Languages, New Business Development, Management, Business Planning, Team Building, Residential Homes
Education
University of Pennsylvania 1973 — 1976
Bachelor’s Degree, Economics, Political Science, International Relations
Kent Place School
Tulane University
Master of Business Administration (M.B.A.), Latin American Studies
Steve Umphrey Steve Umphrey's Private Investor Experience March 2014 - March 2015
Job Director of Sales and Marketing at STREAMLINE CXO
Industry Human Resources
Experience
STREAMLINE CXO March 2015 - Present
Private Investor March 2014 - March 2015
ADP January 1999 - February 2014
ADP June 1988 - January 1999
Chesnutt Sales 1985 - 1988
Prudential Financial 1982 - 1985
Skills
Sales, Leadership, Cold Calling, Time Management, Salesforce.com, Account Management, Lead Generation, Sales Operations, B2B, SaaS, Employee Benefits, Interviews, Selling Skills, Sales Process, Solution Selling, Staff Development, Territory..., New Business Development, Sales Presentations, Human Resources
Education
University of Alabama
BS, Business Administration & HRM
STREAMLINE CXO March 2015 - Present
Private Investor March 2014 - March 2015
ADP January 1999 - February 2014
ADP June 1988 - January 1999
Chesnutt Sales 1985 - 1988
Prudential Financial 1982 - 1985
Skills
Sales, Leadership, Cold Calling, Time Management, Salesforce.com, Account Management, Lead Generation, Sales Operations, B2B, SaaS, Employee Benefits, Interviews, Selling Skills, Sales Process, Solution Selling, Staff Development, Territory..., New Business Development, Sales Presentations, Human Resources
Education
University of Alabama
BS, Business Administration & HRM
Dylan Garland Dylan Garland's Private Investor Experience 2011 - Present
Job Internet Entrepreneur, Technology Executive, Private Investor
Industry Internet
Experience
Private Investor 2011 - Present
Pasadena Angels 2011 - 2014
BizQuest.com 2003 - 2010
USBX 2001 - 2003
USBX 2000 - 2001
eHobbies 1999 - 2000
University Material 1998 - 1999
Skills
Start-ups, Venture Capital, Private Equity, Entrepreneurship, Mergers, Strategy, Angel Investing, Funding, Small Business, Strategic Partnerships, Strategic Planning, Corporate Development, Mergers & Acquisitions, Business Strategy, Corporate Finance, Executive Management, Online Marketing, Investments, Due Diligence, Valuation, E-commerce
Education
University of California, Los Angeles 1992 — 1996
B.A., Political Science
University of Barcelona, Spain 1995 — 1996
Private Investor 2011 - Present
Pasadena Angels 2011 - 2014
BizQuest.com 2003 - 2010
USBX 2001 - 2003
USBX 2000 - 2001
eHobbies 1999 - 2000
University Material 1998 - 1999
Skills
Start-ups, Venture Capital, Private Equity, Entrepreneurship, Mergers, Strategy, Angel Investing, Funding, Small Business, Strategic Partnerships, Strategic Planning, Corporate Development, Mergers & Acquisitions, Business Strategy, Corporate Finance, Executive Management, Online Marketing, Investments, Due Diligence, Valuation, E-commerce
Education
University of California, Los Angeles 1992 — 1996
B.A., Political Science
University of Barcelona, Spain 1995 — 1996
Linda Venafro's Private Investor Experience 2013 - Present
Job Manager, Real Estate Asset Portfolio at Metro Richelieu inc.
Industry Retail
Experience
Private investor 2013 - Present
Metro Richelieu inc. August 2011 - Present
Metro Richelieu inc. October 2008 - August 2011
O&Y Enterprise June 2000 - April 2005
Ivanhoé Cambridge 1989 - 1998
Skills
Leases, Property Management, Tenant, Lease Administration, Real Estate, Real Estate Development, Landlord, Corporate Real Estate, Property, Commercial Real Estate, Lease Negotiations, Asset Managment, Residential Homes, Real Estate Transactions, Contract Negotiation, Negotiation, Financial Analysis, Appraisals, Budgets, Shopping Centers, Facilities Management, Landlords, Investment Properties, Management, Retail, Marketing
Education
Université du Québec à Montréal
Private investor 2013 - Present
Metro Richelieu inc. August 2011 - Present
Metro Richelieu inc. October 2008 - August 2011
O&Y Enterprise June 2000 - April 2005
Ivanhoé Cambridge 1989 - 1998
Skills
Leases, Property Management, Tenant, Lease Administration, Real Estate, Real Estate Development, Landlord, Corporate Real Estate, Property, Commercial Real Estate, Lease Negotiations, Asset Managment, Residential Homes, Real Estate Transactions, Contract Negotiation, Negotiation, Financial Analysis, Appraisals, Budgets, Shopping Centers, Facilities Management, Landlords, Investment Properties, Management, Retail, Marketing
Education
Université du Québec à Montréal
Barbara Gaddy Barbara Gaddy's Private Investor Experience January 2005 - Present
Job Realtor/Property Manager at Passmore Real Estate Services, Inc.
Industry Libraries
Experience
Passmore & Cox June 2015 - Present
Self Employed, landlord February 2009 - Present
Private Investor January 2005 - Present
Century 21 RE Champions June 2014 - June 2015
Skills
Virtual Reference, Interlibrary Loan, Cataloging, Public Libraries, Libraries, Information Literacy, Commercial Real Estate, Library Science, Library, Library 2.0, Library Instruction, Real Estate Transactions, Library Management, Electronic Resources, Academic Libraries, Digital Libraries, Real Estate, Property Management, Customer Service, Public Speaking, Rentals, Leadership, Strategic Planning, Team Building, Management, Sales, Marketing, Investors, Marketing Strategy, Entrepreneurship, Small Business, Microsoft Office
Education
Cooke School of Real Estate 2014 — 2014
Real Estate Sales Associate License, Real Estate
University of South Florida 2010 — 2012
Master of Library & Information Science (MLIS), Information Science = Humans and Technology, 3.7
Passmore & Cox June 2015 - Present
Self Employed, landlord February 2009 - Present
Private Investor January 2005 - Present
Century 21 RE Champions June 2014 - June 2015
Skills
Virtual Reference, Interlibrary Loan, Cataloging, Public Libraries, Libraries, Information Literacy, Commercial Real Estate, Library Science, Library, Library 2.0, Library Instruction, Real Estate Transactions, Library Management, Electronic Resources, Academic Libraries, Digital Libraries, Real Estate, Property Management, Customer Service, Public Speaking, Rentals, Leadership, Strategic Planning, Team Building, Management, Sales, Marketing, Investors, Marketing Strategy, Entrepreneurship, Small Business, Microsoft Office
Education
Cooke School of Real Estate 2014 — 2014
Real Estate Sales Associate License, Real Estate
University of South Florida 2010 — 2012
Master of Library & Information Science (MLIS), Information Science = Humans and Technology, 3.7
Brent Stumme Brent Stumme's Private Investor Experience January 2014 - Present
Job Experienced Public Company CFO
Industry Internet
Experience
Private Investor January 2014 - Present
Infusionsoft (Sales and Marketing SaaS Company for Small Businesses) June 2013 - December 2013
LoopNet (Public Internet Company - Sold in 2012) September 1999 - October 2012
CalMat (Public Building Materials Company) June 1991 - August 1999
Disney Consumer Products July 1990 - June 1991
Coca-Cola Enterprises October 1986 - June 1990
Arthur Andersen January 1984 - September 1986
Skills
IPO experience, Venture Capital, Mergers, Start-ups, Financial Modeling, Corporate Finance, Financial Analysis, Investor Relations, Corporate Development, Acquisitions, Strategic Partnerships, SaaS, Business Strategy, Finance, Entrepreneurship, E-commerce, Lead Generation, Accounting, Strategic Financial..., Public Companies, Analytics, IPO, Business Planning, Executive Management, Mergers & Acquisitions, Financial Planning
Education
University of Southern California - Marshall School of Business 1987 — 1989
MBA, Finance
University of Oregon 1980 — 1984
BS Accounting
Private Investor January 2014 - Present
Infusionsoft (Sales and Marketing SaaS Company for Small Businesses) June 2013 - December 2013
LoopNet (Public Internet Company - Sold in 2012) September 1999 - October 2012
CalMat (Public Building Materials Company) June 1991 - August 1999
Disney Consumer Products July 1990 - June 1991
Coca-Cola Enterprises October 1986 - June 1990
Arthur Andersen January 1984 - September 1986
Skills
IPO experience, Venture Capital, Mergers, Start-ups, Financial Modeling, Corporate Finance, Financial Analysis, Investor Relations, Corporate Development, Acquisitions, Strategic Partnerships, SaaS, Business Strategy, Finance, Entrepreneurship, E-commerce, Lead Generation, Accounting, Strategic Financial..., Public Companies, Analytics, IPO, Business Planning, Executive Management, Mergers & Acquisitions, Financial Planning
Education
University of Southern California - Marshall School of Business 1987 — 1989
MBA, Finance
University of Oregon 1980 — 1984
BS Accounting
mark vanderbilt, Esquire mark vanderbilt, Esquire's Private Investor Experience January 1960 - Present
Job Retired, But Investing at retired
Industry Financial Services
Experience
Private Investor January 1960 - Present
Education
University of Hartford
BS, Economics
Private Investor January 1960 - Present
Education
University of Hartford
BS, Economics
Bhrijesh Patel's Private Investor Experience 2012 - Present
Job Distressed Debt
Industry Investment Management
Experience
Private Investor 2012 - Present
Concordia Advisors, LLC 2007 - 2011
Goldin Capital Management, LP 2004 - 2007
Nightingale & Associates, LLC 2001 - 2003
SG Cowen Securities Corporation 2000 - 2001
Goldin Associates, LLC 1997 - 1998
Jones Lang Wootton USA 1994 - 1997
Skills
Distressed Debt, High Yield, Credit Analysis, Fixed Income, Restructuring, Special Situations, Alternative Investments, Hedge Funds, Portfolio Management, Event Driven
Education
U.C. Berkeley, Haas School of Business 1998 — 2000
MBA, Finance
New York University, Stern School of Business 1991 — 1994
BS, Finance, International Business
Private Investor 2012 - Present
Concordia Advisors, LLC 2007 - 2011
Goldin Capital Management, LP 2004 - 2007
Nightingale & Associates, LLC 2001 - 2003
SG Cowen Securities Corporation 2000 - 2001
Goldin Associates, LLC 1997 - 1998
Jones Lang Wootton USA 1994 - 1997
Skills
Distressed Debt, High Yield, Credit Analysis, Fixed Income, Restructuring, Special Situations, Alternative Investments, Hedge Funds, Portfolio Management, Event Driven
Education
U.C. Berkeley, Haas School of Business 1998 — 2000
MBA, Finance
New York University, Stern School of Business 1991 — 1994
BS, Finance, International Business
Fayed Fayed's Private Investor Experience January 2010 - Present
Job Independent Investment Banking Professional
Industry Investment Banking
Experience
Private Investor January 2010 - Present
MOTU Finance May 1989 - December 2010
Kidder Peabody & Co. June 1985 - April 1989
Education
University of South Carolina - Darla Moore School of Business 1980 — 1983
MBA, International Business
Private Investor January 2010 - Present
MOTU Finance May 1989 - December 2010
Kidder Peabody & Co. June 1985 - April 1989
Education
University of South Carolina - Darla Moore School of Business 1980 — 1983
MBA, International Business
Anne Broussal's Private Investor Experience April 2013 - Present
Job Project Manager/Property Manager at Private Investor
Industry Information Technology and Services
Experience
Private Investor April 2013 - Present
Visa, Inc. March 2012 - September 2013
Kaiser Permanente October 2010 - December 2011
PayPal May 2010 - October 2010
Visa, Inc. 2007 - 2009
Electronic Arts 2006 - 2007
Visa (Inovant) 2005 - 2006
EDS 2005 - 2005
Blue Shield 2004 - 2005
Franklin Templeton Group 2003 - 2004
Skills
Project Management, PMP, SDLC, Management, Vendor Management, Software Project..., Clarity, PMO, MS Project, Project Portfolio..., Business Analysis, Requirements Analysis, Business Intelligence, Microsoft Project, Program Management, ERP, Scrum
Education
University of California, Santa Barbara
B.A.
Villanova University
Masters Certificate, Applied Project Management
Santa Barbara Business College
Certificate, Business Administration
Private Investor April 2013 - Present
Visa, Inc. March 2012 - September 2013
Kaiser Permanente October 2010 - December 2011
PayPal May 2010 - October 2010
Visa, Inc. 2007 - 2009
Electronic Arts 2006 - 2007
Visa (Inovant) 2005 - 2006
EDS 2005 - 2005
Blue Shield 2004 - 2005
Franklin Templeton Group 2003 - 2004
Skills
Project Management, PMP, SDLC, Management, Vendor Management, Software Project..., Clarity, PMO, MS Project, Project Portfolio..., Business Analysis, Requirements Analysis, Business Intelligence, Microsoft Project, Program Management, ERP, Scrum
Education
University of California, Santa Barbara
B.A.
Villanova University
Masters Certificate, Applied Project Management
Santa Barbara Business College
Certificate, Business Administration
Daniel Hudson's Private Investor Experience July 2010 - Present
Job SelfEmployed Private Investor
Industry Transportation/Trucking/Railroad
Experience
Private investor July 2010 - Present
Skills
Transportation, Supply Chain, Forecasting, Contract Negotiation, Process Improvement, Logistics, Rail, Trucking, Program Management, Operations Management, Freight, Container, Business Development, Truckload, Budgets, Warehousing, Risk Management, Business Planning, Project Management, New Business Development, Supply Chain..., Purchasing, Contract Management, Transportation..., Logistics Management, LTL, Management, Finance, Income Statement, 3PL, Team Leadership, Customer Service, Recruiting, Operational Excellence, Negotiation, Team Building, Change Management, Account Management, Business Strategy, Training, Shipping, Strategic Planning, Inventory Management, Pricing, Sales Management, Supply Chain Management, Fleet Management, Strategy, P&L Management, Executive Management
Education
University of North Carolina at Charlotte 1979 — 1981
University of North Carolina at Charlotte 1977 — 1981
B.A.
North Meck
Private investor July 2010 - Present
Skills
Transportation, Supply Chain, Forecasting, Contract Negotiation, Process Improvement, Logistics, Rail, Trucking, Program Management, Operations Management, Freight, Container, Business Development, Truckload, Budgets, Warehousing, Risk Management, Business Planning, Project Management, New Business Development, Supply Chain..., Purchasing, Contract Management, Transportation..., Logistics Management, LTL, Management, Finance, Income Statement, 3PL, Team Leadership, Customer Service, Recruiting, Operational Excellence, Negotiation, Team Building, Change Management, Account Management, Business Strategy, Training, Shipping, Strategic Planning, Inventory Management, Pricing, Sales Management, Supply Chain Management, Fleet Management, Strategy, P&L Management, Executive Management
Education
University of North Carolina at Charlotte 1979 — 1981
University of North Carolina at Charlotte 1977 — 1981
B.A.
North Meck
Louis P. Goldstein's Private Investor Experience September 2008 - Present
Job Private Investor at My Own Portfolio
Industry Investment Management
Experience
Private Investor September 2008 - Present
Oppenheimer Capital June 1991 - September 2008
Skills
Equities, Asset Management, Equity Research, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1978 — 1983
B.S., M.B.A., Finance, Marketing
Private Investor September 2008 - Present
Oppenheimer Capital June 1991 - September 2008
Skills
Equities, Asset Management, Equity Research, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1978 — 1983
B.S., M.B.A., Finance, Marketing
Edith Meyer's Private Investor Experience January 2009 - April 2014
Job Assistant Property Manager
Industry Real Estate
Experience
Currently looking for an opportunity April 2014 - Present
Cushman & Wakefield August 2013 - April 2014
Private Investor January 2009 - April 2014
Transwestern May 2013 - July 2013
Forever 21 October 2011 - December 2012
Smile Brands, Inc. January 2009 - August 2010
AVP Property & Asset Services, Inc. August 2008 - January 2009
Wells Fargo July 2000 - May 2008
Skills
Real Estate, Retail, Outlook, Management, Leases, Financial Analysis, Customer Service
Education
Universidad de Puerto Rico 1979 — 1984
Bachelor of Business Administration (B.B.A.), Accounting and Computer Science
Wesleyan Academy 1967 — 1979
Currently looking for an opportunity April 2014 - Present
Cushman & Wakefield August 2013 - April 2014
Private Investor January 2009 - April 2014
Transwestern May 2013 - July 2013
Forever 21 October 2011 - December 2012
Smile Brands, Inc. January 2009 - August 2010
AVP Property & Asset Services, Inc. August 2008 - January 2009
Wells Fargo July 2000 - May 2008
Skills
Real Estate, Retail, Outlook, Management, Leases, Financial Analysis, Customer Service
Education
Universidad de Puerto Rico 1979 — 1984
Bachelor of Business Administration (B.B.A.), Accounting and Computer Science
Wesleyan Academy 1967 — 1979
Stephen Sautel's Private Investor Experience 2014 - Present
Job Private Investing
Industry Financial Services
Experience
Private Investor 2014 - Present
Guggenheim Partners 2001 - 2014
J. H. Whitney & Co. 2000 - 2001
Bank One 1996 - 2000
Arthur Andersen 1991 - 1994
Education
University of Michigan 1994 — 1996
MBA, Finance
University of Kentucky 1987 — 1991
BBA, Finance
St. Xavier High School Louisville KY 1983 — 1987
Private Investor 2014 - Present
Guggenheim Partners 2001 - 2014
J. H. Whitney & Co. 2000 - 2001
Bank One 1996 - 2000
Arthur Andersen 1991 - 1994
Education
University of Michigan 1994 — 1996
MBA, Finance
University of Kentucky 1987 — 1991
BBA, Finance
St. Xavier High School Louisville KY 1983 — 1987
Steve Bossu's Private Investor Experience April 2013 - Present
Job Retired; Senior Portfolio Manager at Ziegler Lotsoff Capital Management
Industry Investment Management
Experience
Private Investor April 2013 - Present
Ziegler Lotsoff Capital Management June 2010 - April 2013
Lotsoff Capital Management January 2002 - June 2010
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Management, Investments, Derivatives, Fund Of Funds, Capital Markets, Equities, Valuation, Portfolio Management
Education
University of Notre Dame 1971 — 1977
BA - Economics, MBA - Finance
Private Investor April 2013 - Present
Ziegler Lotsoff Capital Management June 2010 - April 2013
Lotsoff Capital Management January 2002 - June 2010
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Management, Investments, Derivatives, Fund Of Funds, Capital Markets, Equities, Valuation, Portfolio Management
Education
University of Notre Dame 1971 — 1977
BA - Economics, MBA - Finance
David R Martin, CFA's Private Investor Experience August 2014 - Present
Job Private Investor
Industry Investment Management
Experience
Private Investor August 2014 - Present
JP Morgan Asset Management March 2009 - July 2014
BlueMountain Capital Management December 2003 - March 2009
Citigroup Investments Inc April 1997 - December 2003
Fitch Investors Service March 1994 - April 1997
Skills
Credit Derivatives, Hedge Funds, Bonds, CDS, Special Situations, Alternative Investments, ABS, Portfolio Management, Derivatives, Bloomberg, Investments, Equities, Capital Markets, Credit Analysis, Financial Markets, Investment Management, Trading, Fixed Income Analysis, Financial Modeling, Valuation, Structured Finance, Asset Management, Credit, Investment Banking, Equity Research, Asset Allocation, Financial Institutions, Securities, Investment Strategies, Credit Risk, Chartered Financial..., Wealth Management, Financial Advisory, Banking, Equity Derivatives, Private Equity, Mutual Funds, Series 7, Structured Products
Education
University of South Carolina - Darla Moore School of Business 1982 — 1984
Masters in International Business, International Business
University of South Carolina - Darla Moore School of Business 1977 — 1982
Bachelor of Science, Business
Private Investor August 2014 - Present
JP Morgan Asset Management March 2009 - July 2014
BlueMountain Capital Management December 2003 - March 2009
Citigroup Investments Inc April 1997 - December 2003
Fitch Investors Service March 1994 - April 1997
Skills
Credit Derivatives, Hedge Funds, Bonds, CDS, Special Situations, Alternative Investments, ABS, Portfolio Management, Derivatives, Bloomberg, Investments, Equities, Capital Markets, Credit Analysis, Financial Markets, Investment Management, Trading, Fixed Income Analysis, Financial Modeling, Valuation, Structured Finance, Asset Management, Credit, Investment Banking, Equity Research, Asset Allocation, Financial Institutions, Securities, Investment Strategies, Credit Risk, Chartered Financial..., Wealth Management, Financial Advisory, Banking, Equity Derivatives, Private Equity, Mutual Funds, Series 7, Structured Products
Education
University of South Carolina - Darla Moore School of Business 1982 — 1984
Masters in International Business, International Business
University of South Carolina - Darla Moore School of Business 1977 — 1982
Bachelor of Science, Business
Harden Ernest's Private Investor Experience 1971 - 2010
Job Owner at Computer Traders of Jax
Industry Computer Networking
Experience
Computer Traders of Jax 1989 - Present
Private Investor 1971 - 2010
Skills
Budgets, Troubleshooting, Network Administration, Security, Networking, Windows, Sales Management, Cisco Technologies
Education
University of Florida 1960 — 1965
BSISE, Industrial & Systems Engineering
Computer Traders of Jax 1989 - Present
Private Investor 1971 - 2010
Skills
Budgets, Troubleshooting, Network Administration, Security, Networking, Windows, Sales Management, Cisco Technologies
Education
University of Florida 1960 — 1965
BSISE, Industrial & Systems Engineering
Harper Trammell's Private Investor Experience November 2013 - Present
Job Private Investor
Industry Investment Management
Experience
Private Investor November 2013 - Present
Houston Trust Company November 2012 - November 2013
Andrews Capital Management April 2004 - October 2012
Southwest Bank of Texas August 2002 - April 2004
Beutel, Goodman Capital Management January 1996 - May 2000
Teacher Retirement System of Texas June 1992 - January 1996
Texas Commerce Bank August 1987 - June 1989
Education
The University of Texas at Austin 1989 — 1991
MBA
Washington and Lee University 1983 — 1987
BS, cum laude
St. John's School
Private Investor November 2013 - Present
Houston Trust Company November 2012 - November 2013
Andrews Capital Management April 2004 - October 2012
Southwest Bank of Texas August 2002 - April 2004
Beutel, Goodman Capital Management January 1996 - May 2000
Teacher Retirement System of Texas June 1992 - January 1996
Texas Commerce Bank August 1987 - June 1989
Education
The University of Texas at Austin 1989 — 1991
MBA
Washington and Lee University 1983 — 1987
BS, cum laude
St. John's School
Tom Mowdy's Private Investor Experience January 2007 - 2011
Job Retired (2007) Private Investor and Management Consulting
Industry Management Consulting
Experience
Vietnam Helicopter Flight Crew Network 1968 - Present
Private Investor January 2007 - 2011
Skills
Project Management, Process Improvement, IT Strategy, Business Strategy, Strategic Planning, Management Consulting
Education
University of Colorado at Denver 1985 — 1987
Masters, Public Administration
Vietnam Helicopter Flight Crew Network 1968 - Present
Private Investor January 2007 - 2011
Skills
Project Management, Process Improvement, IT Strategy, Business Strategy, Strategic Planning, Management Consulting
Education
University of Colorado at Denver 1985 — 1987
Masters, Public Administration
Gerald Kluft DDS's Private Investor Experience January 1982 - Present
Job Commercial Real Estate Private Angel Investor
Industry Medical Practice
Experience
Self Employed September 2011 - Present
Private Investor January 1982 - Present
Periodontal Associates June 1975 - June 2011
Skills
Aesthetics, Medical Devices, Healthcare, Clinical Research, Practice Management, Prosthodontics, TMJ dysfunction, Medicine, Sedation Dentistry, Cosmetic Dentistry, Lifesciences, Start-ups, Oral Surgery, Healthcare Management, Hospitals, Entrepreneurship, Hardware Diagnostics, Invisalign, Selling
Education
University of Kentucky 1973 — 1975
Residency Program in Periodontics
Medical College of Virginia 1969 — 1973
Doctor of Dental Surgery
University of Florida 1965 — 1969
Bachelor of Science (B.S.), Chemistry
Self Employed September 2011 - Present
Private Investor January 1982 - Present
Periodontal Associates June 1975 - June 2011
Skills
Aesthetics, Medical Devices, Healthcare, Clinical Research, Practice Management, Prosthodontics, TMJ dysfunction, Medicine, Sedation Dentistry, Cosmetic Dentistry, Lifesciences, Start-ups, Oral Surgery, Healthcare Management, Hospitals, Entrepreneurship, Hardware Diagnostics, Invisalign, Selling
Education
University of Kentucky 1973 — 1975
Residency Program in Periodontics
Medical College of Virginia 1969 — 1973
Doctor of Dental Surgery
University of Florida 1965 — 1969
Bachelor of Science (B.S.), Chemistry
Brian Wu's Private Investor Experience 2011 - Present
Job Investment Partner at Octavia Investments LLC
Industry Investment Management
Experience
Octavia Investments LLC June 2015 - Present
Elemental Capital Partners LLC January 2009 - Present
Private Investor 2011 - Present
Seasons Capital 2004 - 2007
Bear Stearns 1999 - 2004
Xilinx 1997 - 1999
Skills
Financial Modeling, Hedge Funds, Finance, Investment Management, Equities, Valuation, Asset Management, Investments, Capital Markets, Equity Research, Portfolio Management, Financial Analysis, Trading
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Finance
University of Wisconsin-Madison 1988 — 1992
BS, Mechanical Engineering
Octavia Investments LLC June 2015 - Present
Elemental Capital Partners LLC January 2009 - Present
Private Investor 2011 - Present
Seasons Capital 2004 - 2007
Bear Stearns 1999 - 2004
Xilinx 1997 - 1999
Skills
Financial Modeling, Hedge Funds, Finance, Investment Management, Equities, Valuation, Asset Management, Investments, Capital Markets, Equity Research, Portfolio Management, Financial Analysis, Trading
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Finance
University of Wisconsin-Madison 1988 — 1992
BS, Mechanical Engineering
John Segner's Private Investor Experience January 2009 - Present
Job Private Investor
Industry Investment Management
Experience
Private Investor January 2009 - Present
Invesco Ltd. February 1997 - January 2009
Skills
Asset Managment, Portfolio Management, Investments, Alternative Investments, Equities, Wealth Management, Risk Management, Mutual Funds, Valuation, Asset Management, Capital Markets, Investment Strategies, Fixed Income, Hedge Funds, Series 7, Investment Management
Education
The University of Texas at Austin
MBA, Finance
University of Alabama
BS, Civil Engineering
Private Investor January 2009 - Present
Invesco Ltd. February 1997 - January 2009
Skills
Asset Managment, Portfolio Management, Investments, Alternative Investments, Equities, Wealth Management, Risk Management, Mutual Funds, Valuation, Asset Management, Capital Markets, Investment Strategies, Fixed Income, Hedge Funds, Series 7, Investment Management
Education
The University of Texas at Austin
MBA, Finance
University of Alabama
BS, Civil Engineering
Jacquelyn Yeh's Private Investor Experience August 2011 - Present
Job Trader at Private investor
Industry Pharmaceuticals
Experience
Private investor August 2011 - Present
realstate investment January 1995 - Present
Novartis Pharmaceuticals February 2010 - February 2014
Roche May 2002 - November 2009
Eli Lilly and Company January 2000 - June 2002
Skills
Pharmaceutical Industry, Infectious Diseases, Oncology, Cardiology, Cross-functional Team..., Neurology, Transplant, Pharmaceutical Sales, Healthcare
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Fine Arts (B.F.A.), Music, Art History, 4.0
Private investor August 2011 - Present
realstate investment January 1995 - Present
Novartis Pharmaceuticals February 2010 - February 2014
Roche May 2002 - November 2009
Eli Lilly and Company January 2000 - June 2002
Skills
Pharmaceutical Industry, Infectious Diseases, Oncology, Cardiology, Cross-functional Team..., Neurology, Transplant, Pharmaceutical Sales, Healthcare
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Fine Arts (B.F.A.), Music, Art History, 4.0
Rich Lozyniak's Private Investor Experience September 2015 - Present
Job Private Investor
Industry Furniture
Experience
Private Investor September 2015 - Present
Heritage Home Group LLC May 2015 - September 2015
Private Investor April 2014 - May 2015
North American Breweries February 2009 - March 2014
Bristol Compressors International September 2007 - February 2009
Blue Ridge Paper Products June 1999 - September 2007
GE Capital June 1984 - June 1999
Skills
Competitive Analysis, Beer, Key Account Development, Strategic Planning, Business Strategy, Management, Marketing Strategy, Brand Management, Pricing, New Business Development, Account Management, Forecasting, Marketing, Market Planning, Supply Chain, Inventory Management, Grocery, Sales, Cross-functional Team..., Business Planning, Budgets, P&L Management, Continuous Improvement, Negotiation, Key Account Management, Trade Marketing, Financial Analysis, Product Development, Strategy, Sales Management, Sales Operations, Distributors
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1983 — 1985
MBA, Marketing and Finance
Private Investor September 2015 - Present
Heritage Home Group LLC May 2015 - September 2015
Private Investor April 2014 - May 2015
North American Breweries February 2009 - March 2014
Bristol Compressors International September 2007 - February 2009
Blue Ridge Paper Products June 1999 - September 2007
GE Capital June 1984 - June 1999
Skills
Competitive Analysis, Beer, Key Account Development, Strategic Planning, Business Strategy, Management, Marketing Strategy, Brand Management, Pricing, New Business Development, Account Management, Forecasting, Marketing, Market Planning, Supply Chain, Inventory Management, Grocery, Sales, Cross-functional Team..., Business Planning, Budgets, P&L Management, Continuous Improvement, Negotiation, Key Account Management, Trade Marketing, Financial Analysis, Product Development, Strategy, Sales Management, Sales Operations, Distributors
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1983 — 1985
MBA, Marketing and Finance
Randall Greer's Private Investor Experience February 2013 - Present
Job Private Investor
Industry Investment Management
Experience
Private Investor February 2013 - Present
Tributary Capital Management November 2006 - February 2013
Bridges Investment Counsel December 2002 - November 2006
Westchester Capital Management Inc. June 2000 - November 2002
Kirkpatrick Pettis October 1975 - February 2000
Skills
Investments, Portfolio Management, Equities, Equity Valuation, Equity Trading, Financial Risk, Strategy, Securities, Investment Strategies, Venture Capital, Financial Modeling, Mutual Funds, Finance, Investment Management
Education
University of Florida - Warrington College of Business Administration 1974 — 1975
MBA, Finance
University of Nebraska-Lincoln 1969 — 1974
BS, Psychology, Mathematics, Computer Science
Private Investor February 2013 - Present
Tributary Capital Management November 2006 - February 2013
Bridges Investment Counsel December 2002 - November 2006
Westchester Capital Management Inc. June 2000 - November 2002
Kirkpatrick Pettis October 1975 - February 2000
Skills
Investments, Portfolio Management, Equities, Equity Valuation, Equity Trading, Financial Risk, Strategy, Securities, Investment Strategies, Venture Capital, Financial Modeling, Mutual Funds, Finance, Investment Management
Education
University of Florida - Warrington College of Business Administration 1974 — 1975
MBA, Finance
University of Nebraska-Lincoln 1969 — 1974
BS, Psychology, Mathematics, Computer Science
Devin Tower's Private Investor Experience President/ OwnerCharles Wayne Properties, Inc1988 - 2005
Job Owner, Private Investor
Industry Real Estate
Experience
Private Investor President/ OwnerCharles Wayne Properties, Inc1988 - 2005
Skills
Acquisitions, Real Estate, Guitar, Investments, Real Estate Transactions, Property Management, Investment Properties
Education
University of Florida 1972 — 1978
MS, Food and Resource Economics
Private Investor President/ OwnerCharles Wayne Properties, Inc1988 - 2005
Skills
Acquisitions, Real Estate, Guitar, Investments, Real Estate Transactions, Property Management, Investment Properties
Education
University of Florida 1972 — 1978
MS, Food and Resource Economics
Thomas W. Conklin, Jr., CFA's Private Investor Experience 2010 - August 2012
Job Senior Equity Analyst at Nuveen Asset Management
Industry Investment Management
Experience
Nuveen Investments August 2012 - Present
Private Investor 2010 - August 2012
Robert W. Baird & Co. August 2006 - August 2008
Robert W. Baird & Co. July 2001 - August 2006
Martin Capital Management January 2001 - April 2001
Skills
Financial Modeling, Analysis, Equity Research, Valuation, Investments, Portfolio Management, Mutual Funds, Commodity Markets, Semiconductor Industry, Transportation, Equity Valuation, Sell Side, Investment Management, Equities
Education
University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Accounting, Statistics
University of Notre Dame 1997 — 2001
BBA, Finance, magna cum laude
Nuveen Investments August 2012 - Present
Private Investor 2010 - August 2012
Robert W. Baird & Co. August 2006 - August 2008
Robert W. Baird & Co. July 2001 - August 2006
Martin Capital Management January 2001 - April 2001
Skills
Financial Modeling, Analysis, Equity Research, Valuation, Investments, Portfolio Management, Mutual Funds, Commodity Markets, Semiconductor Industry, Transportation, Equity Valuation, Sell Side, Investment Management, Equities
Education
University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Accounting, Statistics
University of Notre Dame 1997 — 2001
BBA, Finance, magna cum laude
Giles Korzenecki's Private Investor Experience March 2011 - Present
Job private investor
Industry Financial Services
Experience
private investor March 2011 - Present
Skills
Trading Systems, Options, Commodity, Hedge Funds, Financial Markets, Derivatives, Investments, Electronic Trading
Education
University of Notre Dame
private investor March 2011 - Present
Skills
Trading Systems, Options, Commodity, Hedge Funds, Financial Markets, Derivatives, Investments, Electronic Trading
Education
University of Notre Dame