Rockit Solutions, LLC
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Rockit Solutions, LLC Employees
Rockefeller & Co., Inc. February 2015 - Present
Rockefeller & Co., Inc. January 2012 - Present
Rockefeller & Co., Inc. January 2010 - January 2012
Rockefeller & Co., Inc. November 2008 - January 2010
Rockit Solutions, LLC September 2007 - November 2008
Skills
Wealth Management, Wealth Management..., Certified Financial..., Personal Financial..., Private Banking, Relationship Management, Account Management, Client Relations, Financial Analysis, Asset Allocation, Retirement Planning, Investments, Portfolio Management, Financial Modeling, Financial Services, Asset Management
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Kutztown University of Pennsylvania 2003 — 2006
Bachelor's Degree, Marketing
Rockit Solutions, LLC June 2015 - Present
SS&C Technologies March 2014 - June 2015
Deloitte October 2012 - February 2014
Deloitte February 2012 - April 2012
Deloitte June 2011 - August 2011
Deloitte June 2010 - August 2010
Skills
Accounting, Auditing, Internal Controls, Tax, Tax Research, Financial Reporting, Payroll, Finance, Accounts Payable, Tax Returns, Journal Entries, Sarbanes-Oxley Act, Tax Preparation, GAAP, Microsoft Word, Bookkeeping, CPA, Income Tax, Internal Audit, Corporate Tax
Education
City University of New York-Herbert H. Lehman College 2011 — 2012
Master of Science (M.S.), Finance, General
City University of New York-Herbert H. Lehman College 2008 — 2011
Bachelor of Science (B.S.), Accounting
CUNY Hostos Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
sonni ali ber
Rockit Solutions, LLC January 2015 - Present
Rockit Solutions LLC June 2012 - January 2015
Rockit Solutions LLC May 2011 - May 2012
Aladdin Capital Holdings, LLC May 2010 - August 2010
Fairfield University Biology Office October 2008 - July 2010
DSW Shoe Warehouse April 2007 - August 2009
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, Customer Service, Time Management
Education
Fairfield University 2008 — 2012
Bachelor of Arts, Economics; International Studies
NUI Galway 2010 — 2010
Occasional Arts, Economics
Scarborough High School 2004 — 2008
ICONAC October 2013 - Present
Dealogic October 2012 - Present
Dealogic January 2011 - October 2012
Dealogic October 2009 - January 2011
Rockit Solutions LLC January 2007 - March 2009
Linedata May 2006 - December 2006
Ipreo December 2004 - May 2006
Skills
Innovation, Business Strategy, Product Management, Program Management, Project Management, Resource Management, Business Development, Marketing Strategy, Brand Development, Market Research, Competitive Analysis, Growth Strategies, Strategic Partnerships, Early-stage Startups, Business Advisory
Education
State University of New York at Stony Brook
BS, Information Systems Engineering
Accela February 2015 - Present
Rockit Solutions LLC April 2013 - February 2015
NorthPoint Solutions March 2011 - April 2013
Applied Visions, Inc. June 2006 - March 2011
Wowwee May 2005 - August 2005
Skills
C#, SQL, .NET, C++, SSRS, SSIS, Bloomberg, Powershell, WinForms, Microsoft SQL Server, LINQ, Databases
Education
New York Institute of Technology-Old Westbury 2008 — 2011
MS, Information Network Computer Security
State University of New York at Stony Brook 2002 — 2006
BS, Computer Science, Business Management
Various Fortune 500 Companies August 2011 - Present
The Rockefeller Group July 2007 - July 2011
Rockit Solutions LLC 2007 - 2010
Reuters July 2006 - June 2007
American Home Mortgage 2004 - 2004
Chemical Bank 2000 - 2002
OpenLink Financial 1998 - 2001
Marsh & McClennan 1998 - 2000
AIG 1995 - 1998
information builders 1991 - 1994
Skills
Visio, Software, Software Documentation, Banking, Technical Writing, Access, XML, SQL, Visual Basic, Manuals, HTML, Editing, Databases, Web Design, Newsletters, Microsoft Office, Adobe Acrobat, Content Management, Microsoft Word, Dreamweaver, Content Development, SnagIt, PowerPoint, Web Content, RoboHelp, Online Help, Technical Communication, Blogging, Proofreading, FrameMaker, Technical Documentation, Content Strategy, Copy Editing
Education
McGill University 1976 — 1979
Masters
Rockit Solutions, LLC April 2014 - Present
Rockit Solutions, LLC July 2013 - April 2014
Rockit Solutions LLC January 2009 - July 2013
Rockit Solutions, LLC March 2007 - January 2009
Deutsche Bank 2005 - 2007
Northwestern Mutual 2004 - 2005
Skills
Bloomberg, Hedge Funds, Asset Managment, Financial Analysis, Banking, Asset Management, Portfolio Management, Financial Services, Equities, Finance, Securities, Fixed Income, Investments, Mutual Funds, CRM, Management
Education
Indiana University Bloomington 2000 — 2004
B.A., Public Finance
Rockit Solutions LLC March 2011 - Present
GlobeOp Financial Services September 2008 - March 2011
PNC Global Investment Servicing January 2008 - September 2008
PNC Global Investment Servicing June 2005 - December 2007
Skills
Accounting, Microsoft Excel, Fund Accounting, Mutual Funds, Financial Reporting, Financial Analysis, Investments, Equities, Finance, Hedge Funds, Account Reconciliation, Financial Modeling, Valuation
Education
The University of Connecticut School of Business 2008 — 2011
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
BS, Finance
Grant Thornton LLP October 2012 - Present
Rockit Solutions LLC June 2011 - September 2011
Skills
Auditing, Financial Analysis, Financial Reporting, Financial Modeling, Organization, US GAAP, Accounting, Internal Controls, SEC filings, Leadership, Highly Ambitious
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Omgeo April 2013 - Present
Omgeo May 2012 - April 2013
Brown Brothers Harriman August 2010 - August 2011
Whitridge Associates March 2010 - August 2010
Hipercept April 2009 - February 2010
Rockit Solutions, LLC September 2007 - January 2009
Whitridge Associates May 2007 - September 2007
Evare, LLC July 2006 - April 2007
Investors Bank & Trust Co August 1998 - June 2006
Appleton Partners September 1996 - August 1998
Skills
Management, Business Analysis, Leadership, Product Management, Equities, CRM, Financial Services, Project Management, Business Development, Risk Management, Integration, SDLC, Consulting, Banking, Business Requirements, Requirements Gathering, Process Improvement, Team Building, Business Process, Vendor Management, Software Project..., Quality Assurance, Requirements Analysis, Testing, IT Strategy, Business Process..., Business Intelligence
Education
Northeastern University 1985 — 1993
BSBA, Marketing
Rockefeller & Co., Inc. February 2010 - Present
Rockefeller & Co., Inc. February 2009 - February 2010
Rockit Solutions, LLC May 2008 - February 2009
Rockit Solutions, LLC September 2007 - May 2008
Rockit Solutions, LLC September 2006 - August 2007
Rockit Solutions, LLC May 2006 - August 2006
Skills
Equities, Securities, Bloomberg, Hedge Funds, Financial Analysis, Asset Managment, Financial Reporting, Microsoft Excel, Financial Modeling, Portfolio Management, Investments, Asset Management, Finance
Education
Mercy College 2004 — 2006
MBA, Finance
State University of New York at Oswego 1999 — 2003
Bachelor of Science; Bachelor of Arts, Finance; Economics
JPMorgan Asset Management May 2013 - Present
JP Morgan Asset Management February 2010 - April 2013
The Bank of New York August 2009 - February 2010
Rockit Solutions LLC January 2009 - July 2009
Bear Stearns Asset Management October 2007 - December 2008
BNY Mellon 2001 - 2007
Headstrong 2000 - 2005
Skills
Management, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Portfolio Management, Finance, Capital Markets, Investments, Derivatives, Risk Management, Securities, Alternative Investments, Banking, Leadership, Investment Banking, Program Management, Management Consulting, Equites, Multi Asset Class
Education
Stevens Institute of Technology 1995 — 1997
Morgan Stanley June 2008 - Present
Rockit Solutions, LLC 2006 - 2008
Education
City University of New York-Brooklyn College 2002 — 2005
BS, Accounting, Economics
International University of Kyrgyzstan 1998 — 2001
BA, Economics
Rockit Solutions, LLC September 2013 - February 2014
Premier OBGYN of Maitland, LLC 2008 - 2012
Skills
Sketch, InVision App, OmniGraffle, Research, Pop, Marvel, Axure RP, Photoshop, Cognitive Psychology, Slack, User-centered Design, InDesign, Social Psychology, Google Analytics, Google Drive, Clinical Research, Data Visualization, Microsoft Office, Prezi, Social Media, Hype, Basic HTML, Basic CSS, Focus Groups
Education
General Assembly 2015 — 2015
User Experience Design Immersive
Columbia University in the City of New York 2012 — 2013
Bachelor’s Degree, Accelerated Nursing BS
Duke University 2008 — 2012
Bachelor’s Degree, Cognitive Psychology BA
Trinity Preparatory School 2001 — 2008
High School
Rockefeller & Co., Inc. July 2014 - Present
Rockit Solutions LLC June 2013 - June 2014
Energetics May 2011 - August 2011
Skills
R, Microsoft Excel, Data Visualization, Machine Learning, Data Analysis, VBA, SQL, Bloomberg Terminal, Research, Github, Matlab, Python
Education
Duke University 2008 — 2013
Bachelor of Science (B.S.), Civil and Environmental Engineering
Pine Crest School
Rockit Solutions, LLC December 2014 - Present
Rockit Solutions, LLC December 2013 - December 2014
Rockit Solutions LLC September 2011 - December 2013
Foundation Source March 2010 - September 2011
Hewitt Associates June 2009 - November 2009
Skills
Financial Analysis, Bloomberg, Equities, Fixed Income, Asset Managment, Securities, Investments, Account Reconciliation, Mutual Funds, Financial Reporting, Microsoft Excel, Access, Tax, Valuation, Pivot Tables, Process Improvement, Accounting, Bonds, Hedge Funds
Education
The University of Connecticut School of Business 2005 — 2008
BS, Finance
Axiom International Investors August 2015 - Present
Iona College May 2013 - Present
Rockit Solutions, LLC January 2015 - July 2015
Rockit Solutions LLC May 2013 - January 2015
Rockit Solutions LLC June 2012 - May 2013
Rockit Solutions LLC November 2011 - June 2012
DKR Fusion Management LP September 2010 - November 2011
Bessemer Venture Partners August 2009 - August 2010
Let's Dance Studio September 2006 - June 2010
Bertine, Hufnagel, Headley, Zeltner, Drummond, & Dohn, LLP October 2004 - August 2009
Skills
Hedge Funds, Equities, Investments, Bloomberg, Financial Analysis, Asset Managment, Financial Modeling, Fixed Income, Securities, Mutual Funds, Capital Markets, Trading, Valuation, Bloomberg Terminal, Bonds, Corporate Actions, Investment Banking, Alternative Investments, Finance, Analysis, Derivatives, FX Options, Financial Services, Risk Management, Portfolio Management, Fund Of Funds, Asset Management, Banking, Equity Trading, Options, Private Equity, Series 7, Accounting, Account Reconciliation, Wealth Management, Equity Derivatives, Financial Markets, Hedging, Series 63, Cash Management
Education
New York University 2014 — 2015
CFP Education Program
Iona College - Hagan School of Business 2011 — 2013
MBA, Financial Management
Manhattanville College 2006 — 2010
BA, Finance
Rockit Solutions, LLC November 2014 - Present
J.P. Morgan July 2013 - August 2014
Millennial Messaging 7 September 2012 - December 2012
Bentley University September 2010 - December 2012
Alpine Woods Capital Investors May 2012 - June 2012
Inca Recordings December 2011 - January 2012
Club Fit May 2010 - May 2011
Skills
Microsoft Office, Facebook, Social Media, Pinterest, Microsoft Excel, Teaching, PowerPoint, Microsoft Word, Tumblr, Access, SPSS, Data Analysis, Public Speaking, Outlook, Research, Music
Education
Bentley University 2009 — 2013
Bachelor's of Science, Economics/Finance
Rouen Business School 2011 — 2011
Bachelors of Science, Finance
Kurtosys Systems April 2014 - Present
Rockit Solutions LLC July 2012 - February 2014
Mariner Investment Group September 2006 - July 2012
Rockefeller & Co., Inc. June 2002 - September 2006
Skills
Equities, Capital Markets, Asset Managment, Portfolio Management, Asset Management, Alternative Investments, Investor Relations, Financial Modeling, Financial Analysis, Process Improvement, Reporting & Analysis, Performance Measurement, Project Management, Software Project..., Bloomberg, Hedge Funds, Financial Services, Management
Education
Denison University 1998 — 2002
BA
George School 1994 — 1998
High School
New York Private Trust Company March 2015 - Present
Rockit Solutions, LLC August 2013 - March 2015
Credit Suisse June 2013 - August 2013
Skills
Succeed in fast pace..., Strong organizational..., Strong interpersonal..., Microsoft Office, Leadership, Management, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Teamwork, Sales, Social Media, Team Leadership, Team Building, Marketing, Project Management, Project Planning, Finance
Education
Saint Michael's College 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Canterbury School 2007 — 2009
Makosi Consulting March 2015 - Present
E*TRADE Financial November 2011 - March 2015
The Bank of Montreal January 2011 - November 2011
JPMorgan Chase December 2009 - October 2010
Morgan Stanley September 2009 - November 2009
Rockit Solutions LLC January 2009 - June 2009
Axiom Capital Management September 2003 - June 2008
Skills
Business Analysis, Investments, Trading, Portfolio Management, Finance, Capital Markets, Equities, Financial Modeling, Vendor Management, Financial Analysis, Management, Fixed Income, Corporate Actions, Valuation, Corporate Finance, Derivatives, Risk Management, Financial Services, Strategic Financial...
Education
Pace University - Lubin School of Business 2003 — 2005
Master's of Business Administration, Financial Management
King's College 1999 — 2003
Bachelor of Arts Degree, Mass Communications/Media Technologies and Financial Management
Rockit Solutions, LLC November 2014 - Present
Rockit Solutions, LLC August 2013 - November 2014
Pace University April 2008 - 2013
Rich Becker for Congress October 2011 - April 2012
Giovanni Rana January 2010 - April 2012
Alpha Phi Delta national Fraternity May 2011 - December 2011
Skills
Finance, Microsoft Excel, College Recruiting, Financial Analysis, Financial Reporting, Internet Native Banner, Human Resources, Public Speaking, Administrative Functions, Financial Statements, MS Excel Pivot Tables, Reporting & Analysis, Customer Service, Marketing, Recruitment Marketing, Financial Accounting, V Lookups, Fundraising, Sales, Research, Financial, Management, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Customer Support, Business Strategy, Social Media, Project Management, Social Networking
Education
Pace University - Lubin School of Business 2008 — 2012
BBA-Finance
DMR Consulting September 2008 - Present
XO Communications October 2008 - June 2009
Rockit Solutions, LLC January 2008 - June 2008
Gevity August 2006 - November 2007
Dun & Bradstreet 2001 - 2004
Lucent Technologies 1997 - 2001
AT&T 1990 - 1997
Skills
Marketing Communications, Lead Generation, Marketing Strategy, Project Management, Messaging, Business Development, Direct Marketing, Marketing, Multi-channel Marketing, B2B Marketing, Database Admin, Strategy, Leadership, Brand Development, Salesforce.com, Product Marketing, Sales, Strategic Planning, Program Management, Sales Management, Segmentation, Management, Strategic Partnerships, Email Marketing, CRM, Budgets, B2B, Online Marketing, Integrated Marketing, Start-ups, Marketing Management, Analytics, Analysis, Market Research, Product Management, Outsourcing, Competitive Analysis, Entrepreneurship, Online Advertising, Digital Marketing
Education
Fairleigh Dickinson University-Florham Campus
Master of Business Administration (MBA)
Kean University
Bachelor of Science, Marketing
Newark School of Fine Arts
Associates Degree, Advertising Design
The Legal Aid Society March 2015 - Present
Legrand Consulting July 2012 - Present
Freshfields Bruckhaus Deringer July 2010 - October 2012
Wallace Mining Co., Inc. 2009 - 2010
Rockit Solutions LLC 2008 - 2009
Nomedik L.L.C. January 2007 - May 2007
Supreme Court for the State of New York 2007 - 2007
Blackwell Igbanugo, P.A. 2006 - 2006
District of Columbia Superior Court 2006 - 2006
US Department of Commerce, NTIA 2005 - 2005
Skills
Analysis, Asset Managment, Equities, Finance, Financial Risk, Fixed Income, Fundraising, Legal Research, Legal Writing, Mergers, Risk Management, Securities, Start-ups, Policy, Policy Analysis, Mergers & Acquisitions, Asset Management, Corporate Governance, Licensing
Education
The George Washington University Law School 2004 — 2007
JD, Corporate Finance
Massachusetts Institute of Technology 1999 — 2003
Bachelor of Science (BS), Economics, & Management Science
Chaminade High School
Oliver Wyman April 2012 - Present
Rockit Solutions LLC October 2010 - April 2012
Rockefeller Financial August 2009 - October 2010
Small Business Owner March 2006 - August 2009
MSRP Restaurant Group 2004 - 2006
Leunig's Bistro 2000 - 2004
Skills
Event Management, Administrative Support, Spreadsheets, Marketing Materials, PowerPoint, Excel, Word, Conferences
Education
University of Vermont 2000 — 2001
Bachelor of Arts (B.A.), Fine and Studio Arts
The University of Montana 1995 — 1999
Bachelor of Science (B.S.), Wildlife Biology
Rockit Solutions April 2008 - November 2009
Rockit Solutions, LLC April 2008 - November 2009
Data Research Group June 2000 - March 2008
First Investors Corporation June 1997 - December 1997
Skills
Financial Reporting, Fixed Income, Banking, Equities, Excel, Analysis, Investments, Bloomberg, Microsoft Excel, Leadership, Finance, Valuation
Education
City University of New York-Brooklyn College 1996 — 2000
Brooklyn College
Bachelor of Science, Business Management and Finance
Geneva Worldwide May 2009 - August 2010
Rockit Solutions, LLC January 2007 - April 2009
Rockefeller & Co., Inc. 2007 - 2009
Oak Hill Advisors February 2000 - June 2002
Chelsea Piers 1993 - 1999
Education
Adelphi University 1989 — 1993
BA, communications
Inverness Counsel LLC April 2015 - Present
Rockefeller & Co., Inc. September 2012 - April 2015
Rockit Solutions LLC October 2010 - September 2012
Rockit Solutions, LLC May 2009 - April 2011
Rockit Solutions, LLC July 2008 - April 2011
Rockit Solutions, LLC July 2007 - June 2008
Rockit Solutions, LLC January 2006 - June 2007
Other August 2004 - August 2005
Skills
Business Analysis, Client Service, Project Management, Sales Support, Employee Management, Relationship Management
Education
Marist College 2001 — 2005
Bachelor of Science, Finance, 3.89
Macquarie University 2004 — 2004
Other Programs and Certifications
McKesson May 2014 - Present
Rockit Solutions LLC November 2009 - May 2014
Larch Lane Advisors LLC July 2007 - November 2009
The Hartford July 2005 - July 2007
Skills
Hedge Funds, Asset Management, Financial Analysis, Financial Services, Microsoft Excel
Education
The University of Connecticut 2012 — 2015
Master of Business Administration (M.B.A.), Management
University of Connecticut 2001 — 2005
B.A., Economics
PwC September 2015 - Present
PwC 2014 - 2014
Rockit Solutions LLC December 2011 - May 2013
Goldman Sachs & Co July 2009 - July 2011
Greyfire Capital LLC March 2009 - June 2009
Zeta Beta Tau Fraternity Inc May 2008 - December 2008
New York Mets June 2007 - December 2007
Homeowner Options for Massachusetts Elders January 2007 - April 2007
Ripplewood Holdings June 2006 - August 2006
Skills
Securities, Fixed Income, Equities, Middle Office, Rates, Excel, Analysis, Research, Sell Side, Equity Research, Settlement, Microsoft Excel, Derivatives, Data Analysis, Bonds, Investments, Leadership, Management, Trading, Financial Analysis, Risk Management, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy & Managing Organizations
Brandeis University 2003 — 2007
Bachelor of Arts, American Studies; Legal Studies and English
Dwight-Englewood High School 1999 — 2003
Rockit Solutions, LLC February 2015 - Present
Manhattan Advisers September 2012 - January 2015
E&E Capital Advisors LLC April 2011 - November 2011
E&E Capital Advisors LLC October 2008 - April 2011
D.B. Zwirn & Co. 2005 - 2008
Orrick, Herrington & Sutcliffe LLP June 2003 - November 2004
Skills
Alternative Investments, Securities, Hedge Funds, Equities, Mutual Funds, Bloomberg, Fund Of Funds, Fixed Income, Investments, Private Equity, Due Diligence, Capital Markets, Microsoft Excel
Education
University of Michigan 1999 — 2003
BA, Economics
UBS Investment Bank February 2012 - Present
UBS Investment Bank February 2011 - January 2012
UBS Investment Bank September 2009 - February 2011
Rockit Solutions LLC September 2008 - September 2009
UBS January 2007 - June 2007
IBM January 2006 - August 2006
Starwood Hotels & Resorts Worldwide, Inc. June 2005 - August 2005
Skills
Fixed Income, Bloomberg, Securities, Financial Modeling, Investment Banking, Capital Markets, Asset Managment, Valuation, Financial Analysis, Trading, Bonds, Asset Management, Financial Services, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA) Candidate
Northeastern University 2003 — 2008
B.S
Cutwater Asset Management July 2014 - June 2015
Ingenious Initiatives January 2013 - January 2014
Rockit Solutions LLC March 2011 - April 2012
Centaur Performance Group April 2009 - March 2011
JPMorgan Hedge Fund Services February 2008 - November 2008
Royal Bank of Scotland 2005 - 2007
Skills
Account Reconciliation, Fixed Income, Equities, Hedge Funds, Asset Managment, Securities, Fund Accounting, Partnership Accounting, Investor Relations..., PnL, Performance Management, Operations Management, Bank Reconciliation, Building Relationships, Fund Of Funds, Offshore Funds, NAV, Financial Analysis, Financial Reporting, Data Reconciliation, Organizational..., Helping Clients Succeed, Direct Client..., Multi Tasking, Highly detail oriented, VPM, Geneva, Sunguard, Bloomberg, Organization &..., Middle Office, Derivatives, Asset Management, Prime Brokerage, Client Liaison, Finance, Customer Service, Portfolio Management
Education
Ramapo College of New Jersey 2001 — 2002
BS, Finance
n/a
Bachelor of Science (BS), Finance
Rockit Solutions LLC March 2013 - Present
Maxum Petroleum, Inc. November 2009 - December 2012
RSM McGladrey October 2005 - November 2009
Louis Dreyfus Corp. June 2005 - October 2005
Skills
Tax, Auditing, General Ledger, Income Tax, Financial Reporting, Sarbanes-Oxley Act, Tax Returns, Account Reconciliation, Accounting, Accounts Receivable, Corporate Finance, Finance, SAP
Education
Boston University - School of Management 2001 — 2005
BS in Business Administration, Accounting
Xylem Inc. September 2011 - Present
Ogilvy & Mather November 2009 - September 2011
Rockit Solutions LLC October 2008 - March 2009
Rockit Solutions LLC 2008 - 2009
Draftfcb 2006 - 2008
Interpublic 1991 - 2006
McCann Erickson 2000 - 2004
Tenneco 1996 - 2000
Lintas Worldwide 1991 - 1996
Skills
Event Planning, Corporate Communications, Budgets, Direct Mail, Fundraising, Outlook, Marketing Communications, PowerPoint, Microsoft Excel, Sales, Integrated Marketing, Microsoft Word, Administrative..., Human Resources, Press Releases, Event Management, Social Media, Public Relations
Education
Webster University 1966 — 1968
Music
Boston University
Music
Newton CDS
Advent Software December 2014 - Present
10 Stock Ideas November 2012 - Present
UBS Investment Bank April 2012 - December 2013
Rockit Solutions LLC May 2011 - April 2012
UBS Investment Bank April 2010 - May 2011
UBS Investment Bank February 2006 - April 2010
Skills
SQL, Visual Basic, Bloomberg Terminal, Visio, Business Requirements, Access, Process Improvement, Settlements, Business Objects, Business Analysis, Performance Analysis, Equity Valuation, Enterprise Valuation, Financial Analysis, Omgeo Alert, VAR, Discounted Cash Flow..., Comparable Analysis, Financial Modeling, DCF, Leveraged Buyouts, Investment Banking, Fixed Income, Portfolio Management, Trading, Equity Derivatives, Valuation, Credit Derivatives, Equities, Settlement, Finance, LBO, Capital Markets, Derivatives
Education
Investment Banking Institute 2012 — 2012
Investment Banking
CFA Institute 2009 — 2012
CFA Charter
University of Massachusetts Dartmouth 2001 — 2003
Master's, Business
American University of Beirut 1998 — 2001
BA, Business Administration
Rockit Solutions LLC July 2009 - Present
DKR Capital 2000 - 2009
Icon International March 1997 - March 2000
Skills
Asset Managment, Fund Of Funds, Treasury, Equities, Fixed Income, Hedge Funds, Asset Management, Finance, Mutual Funds, Account Reconciliation, Bloomberg, Risk Management, Portfolio Management, Trading, Alternative Investments, Financial Analysis, Investments, Securities, Capital Markets, Fund Accounting, Financial Services, Due Diligence, Bonds
Education
North Carolina State University 1991 — 1996
BS, Accounting
Rockefeller & Co., Inc. August 2013 - Present
Rockefeller Financial April 2010 - August 2013
Rockit Solutions LLC February 2009 - March 2010
Rockit Solutions LLC October 2007 - January 2009
AIG January 2006 - June 2007
Skills
Equities, Portfolio Management, Bloomberg, Asset Management, Securities, Mutual Funds, Financial Services, Investments, Wealth Management, Financial Modeling, Alternative Investments
Education
Rochester Institute of Technology
Bachelor of Science (B.S.), Finance
Backstop Solutions Group August 2014 - Present
Rockit Solutions, LLC June 2013 - July 2014
Rockit Solutions LLC, A Rockefeller Financial Company December 2009 - June 2013
Rockit Solutions LLC, A Rockefeller Financial Company October 2008 - December 2009
Rockefeller & Co., Inc. August 2007 - September 2008
Skills
Project Management, Management, Financial Analysis, Investments, Account Management, Hedge Funds, Equities, Fixed Income, Information Management, Portfolio Management, Microsoft Excel, SaaS, Strategy
Education
Hamilton College 2002 — 2006
BA, Economics, Math
Advent Software August 2011 - Present
Rockit Solutions LLC May 2007 - January 2011
Skills
Asset Management, Equities, Fixed Income, Hedge Funds, Bloomberg, Financial Modeling, Asset Managment, Financial Services, Portfolio Management, Securities, Trading, Derivatives, Mutual Funds, Enterprise Software, LATAM
Education
Queens College 2004 — 2006
B.A., Finance
Pro-Pack, Inc. September 2015 - Present
REI April 2014 - Present
Rockit Solutions LLC August 2011 - June 2013
Alternative Investment Solutions March 2010 - December 2011
American International Group June 2008 - August 2008
American International Group June 2007 - August 2007
Education
Bryant University 2005 — 2009
Bachelor of Science, Finance
Rockit Solutions LLC May 2010 - December 2013
Rockit Solutions LLC March 2009 - April 2010
Rockit Solutions, LLC February 2008 - March 2009
AIFS 2007 - 2007
Standard Chartered Bank May 2005 - May 2006
HDFC Bank April 2004 - March 2005
Skills
Fixed Income, Bloomberg Terminal, Bloomberg, Securities, Financial Modeling, Investments, Fund Accounting, Trade Reconcillation, Hedge Funds, Investment Performance, Financial Analysis, Chartered Financial..., Portfolio Performance..., Financial Operations
Education
IMI, Brussels, Belgium 2002 — 2004
Master of Business Administration (M.B.A.), Finance & Marketing
Indian Institute of Planning and Management 2002 — 2004
Post Graduate Diploma in Management, Finance and Marketing
Delhi University 1998 — 2001
Bachelor’s Degree, Business/Commerce, General
RBS Markets and International Banking December 2014 - Present
GE Capital March 2011 - December 2014
Rockit Solutions LLC August 2010 - March 2011
The Bank of Tokyo-Mitsubishi UFJ, Ltd. June 2009 - August 2009
Skills
Banking, Financial Risk, Risk Management, Financial Reporting, Credit, Accounting, Credit Risk, Strategic Financial..., Market Risk, Foreign Exchange, Securities, Operational Risk, Microsoft Excel, Accounts Payable, Due Diligence, Investments, Cash Management
Education
Iona College 2014 — 2016
Master of Business Administration (MBA), Public Accounting
State University of New York College at Cortland 2006 — 2010
Bachelor of Arts, Business Economics with a concentration in Financial Management
The glassbox May 2010 - Present
Rockit Solutions LLC August 2007 - March 2010
Sumitomo Corporation of America July 2006 - July 2007
OgilvyOne 2004 - 2005
Skills
Forecasting, Financial Modeling, Portfolio Management, Account Reconciliation, Cash Flow, Business Planning, Analysis, Accounting, Finance, Competitive Analysis, Business Strategy, Microsoft Excel, Accounts Payable, Management, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
M.B.A., Corporate Finance, Banking
Binghamton University 2003 — 2006
B.S., Management
Rockit Solutions LLC May 2011 - April 2014
Vision Financial Markets LLC November 2010 - April 2011
GE edgelab May 2010 - August 2010
Skills
Asset Managment, Bloomberg, Business Analysis, Data Analysis, Derivatives, Equities, Financial Analysis, Fixed Income
Education
The University of Connecticut School of Business 2008 — 2010
Bachelors of Science in Business and Technology, Business
University of the Punjab, Lahore 2004 — 2006
Bachelors of Science, Math, Statistics, Physics
Rockefeller & Co., Inc. May 2015 - Present
Rockit Solutions LLC February 2012 - May 2015
UBS Alternative and Quantitative Investments, LLC November 2004 - July 2009
Manulife - John Hancock June 2002 - September 2004
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
Master of Business Administration (MBA), Finance - Investment Management; Accounting
Lehigh University 1998 — 2002
BS, Finance
New Canaan High School 1994 — 1998
Rockit Solutions LLC June 2002 - Present
Arthur Andersen September 2001 - April 2002
Skills
Equities, Hedge Funds, Asset Management, Financial Analysis, Financial Modeling, Securities, Fixed Income, Valuation, Mutual Funds, Portfolio Management, Capital Markets
Education
LIU Brooklyn 2007 — 2009
MS, Accounting
Hofstra University 2000 — 2002
Certificate, Accounting
Hofstra University 1990 — 1992
BBA, Finance
Rockit Solutions, LLC January 2015 - Present
Turchick Financial Services LLC April 2011 - Present
American Wholesalers Underwriting, Ltd. August 2013 - December 2014
EFA Partners June 2012 - August 2013
Sono Field House October 2009 - July 2013
Stadium Managers Association February 2012 - February 2012
Arch Capital Services Inc June 2011 - August 2011
Bridgeport Bluefish April 2009 - September 2009
Skills
Microsoft Excel, Sports Management, Sports, Microsoft Word, PowerPoint, Event Management, Microsoft Office, Accounting, Bookkeeping, Organization, Customer Service, Event Planning, Social Media, Budgets, Research, Sports Marketing
Education
University of New Haven 2008 — 2012
Bachelor of Science (BS), Mang of Sports Industry
Rockit Solutions, LLC August 2014 - Present
Rockit Solutions, LLC September 2013 - August 2014
Rockit Solutions LLC June 2012 - August 2013
Brown Brothers Harriman September 2011 - February 2012
Credit Suisse July 2011 - September 2011
RBC Wealth Management June 2010 - August 2010
Skills
Equities, Accounting, Portfolio Management, Trading, Fixed Income, Bloomberg Terminal
Education
Marist College 2007 — 2011
Bachelor of Science, Business Administration/Finance
Rockit Solutions, LLC August 2014 - Present
Rockit Solutions, LLC March 2014 - August 2014
Clarfeld Financial Advisors August 2010 - March 2014
Chase Bank October 2009 - August 2010
Tom Lavelle State Farm Agency March 2007 - October 2009
Skills
• Notary Public, State..., Rockit Command, Bloomberg Terminal, • Salesforce, • Microsoft Word,..., • Charles Schwab..., Black Diamond, • iRebal Program, Microsoft Excel, PowerPoint
Education
University of Connecticut-Stamford
Current
Westchester Community College
A.S. Marketing
Steinway Auto Parts September 2011 - Present
Rockit Solutions LLC August 2010 - September 2011
READE LEVINE & COMPANY June 2009 - August 2009
Skills
Finance, Accounting
Education
The University of Connecticut School of Business 2006 — 2010
Bachelor of Science (BS), Finance, General
Rockit Solutions, LLC March 2015 - Present
Shelton, CT August 2014 - February 2015
Commonfund Capital Inc. 2008 - 2014
Northern Trust Global Advisors, Inc. 2000 - 2008
R.L. DePanfilis & Co., LLC 1998 - 2000
Dworkin, Hillman, LaMorte & Sterczala, P.C., CPA's 1996 - 1998
Skills
Accounting, Management, Financial Accounting, Auditing, Finance, Financial Reporting, Financial Analysis, GAAP, Internal Controls
Education
Sacred Heart University
Bachelor of Science (B.S.), Minor in Business Administration, Accounting