Roundview Capital, LLC

Description

Address: 182 Nassau St #201, Princeton, NJ 08542 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (609) 688-9500: : : : Place name: : Website: : Category: Website: https://www.roundviewcapital.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Roundview Capital LLC Posting publicly on the Web Write a review Reviews Be the first to review From Roundview Capital LLC Unable to add this file. Please check that it is a valid photo. "Roundview Capital is an independent investment management and advisory firm for high net worth families and institutions based in Princeton, New Jersey."

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Roundview Capital, LLC Employees

Employee
Years
Job
Industry
Jack Woodall Jack Woodall Princeton, New Jersey Details
Jack Woodall's Roundview Capital, LLC Experience February 2015 - August 2015
Job Intern at Roundview Capital, LLC
Industry Sports
Experience
Roundview Capital, LLC   February 2015 - August 2015
State of New Jersey  June 2013 - August 2013
Princeton University  April 2013 - June 2013
St. Xavier High School  2010 - 2012
Home City Ice  May 2011 - August 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook

Education
Princeton University   2011 — 2015
Political Economy

St. Xavier High School   2007 — 2011

Krishan Patel Krishan Patel Greater New York City Area Details
Krishan Patel's Roundview Capital, LLC Experience 2004 - 2004
Job Vice President of Product Development at Zipari
Industry Management Consulting
Experience
Zipari   2014 - Present
Karma Advisory   2012 - Present
CFY  2009 - 2012
Diamond Management and Technology Consultants  2006 - 2009
Infineon Technologies  2005 - 2005
Roundview Capital, LLC   2004 - 2004

Education
University of Michigan   2002 — 2006
Bachelors of Science

West Windsor Plainsboro High School North   1998 — 2002

Jeff Yu Jeff Yu Greater New York City Area Details
Jeff Yu's Roundview Capital, LLC Experience May 2013 - August 2013
Job BBA President at Ross School of Business
Industry Management Consulting
Experience
University of Michigan  June 2013 - Present
Navigant  June 2015 - August 2015
University of Michigan Ross School of Business  August 2014 - December 2014
America Needs You  May 2014 - August 2014
Roundview Capital, LLC   May 2013 - August 2013
University of Michigan Office of Undergraduate Admissions  October 2012 - June 2013

Skills
Social Media Marketing, Leadership, Microsoft Office, Adobe Audition, Social Media, Bloomberg Terminal, Radio Broadcasting, Microsoft Excel, Public Speaking, Management, Data Analysis, Teaching, Fundraising, PowerPoint, Expense Management

Education
University of Michigan - Stephen M. Ross School of Business   2013 — 2016
Bachelor of Business Administration (BBA)

WHU – Otto Beisheim School of Management
2014 May Study Abroad Program

University of Michigan   2012 — 2013
LSA Honors Program

West Windsor-Plainsboro High School South   2008 — 2012

Garrett Keyes Garrett Keyes Princeton, New Jersey Details
Garrett Keyes's Roundview Capital, LLC Experience July 2015 - Present
Job Investment Analyst Intern at Roundview Capital, LLC
Industry Financial Services
Experience
Roundview Capital, LLC   July 2015 - Present
Emory University  August 2014 - May 2015
Superior Court of Fulton County  June 2014 - August 2014
Carver Federal Savings Bank  June 2013 - August 2013
YWCA Princeton  June 2012 - August 2012
YWCA Princeton  June 2011 - August 2011
Farewell Mills Gatsch Architects  June 2010 - August 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Research, Teamwork, English, Customer Service, Financial Analysis, Social Media, Public Speaking, Data Analysis, Statistics, Team Leadership, Financial Modeling, Photoshop, Market Research, Spanish, Access, Leadership, Organizational..., Influential Communicator

Education
Emory University   2011 — 2015
Bachelor of Arts (B.A.), Major in International & Development/Financial Economics; Minor in History

Alexander Bauman Alexander Bauman Princeton, New Jersey Details
Alexander Bauman's Roundview Capital, LLC Experience May 2012 - May 2012
Job Wealth Management Intern at Morgan Stanley
Industry Investment Banking
Experience
The Pennington School Investment Club   September 2011 - June 2012
Roundview Capital, LLC   May 2012 - May 2012
Wall Street Access  June 2011 - August 2011

Skills
Microsoft Excel, Mathematics, Communication, Avid Golfer, Tennis, PowerPoint, Guitar, Piano, Time Management, Public Speaking, Social Networking, Event Planning, Research, Teamwork

Education
Cornell University   2014 — 2016
Bachelor of Science (B.S.), Applied Economics and Management, 3.89

Indiana University - Kelley School of Business   2012 — 2014
Finance

The Pennington School   2009 — 2012
High School Diploma, College Prep

Lindsey Joseph Lindsey Joseph Princeton Junction, New Jersey Details
Lindsey Joseph's Roundview Capital, LLC Experience May 2011 - August 2011
Job Consultant at Kurt Salmon
Industry Management Consulting
Experience
Kurt Salmon  August 2014 - Present
Cornell University Engineering Admissions   August 2011 - May 2014
Citigroup Inc, Citi Transactions Services (CTS)   June 2013 - August 2013
Citigroup Inc, Citi Transactions Services (CTS)   June 2012 - August 2012
Roundview Capital, LLC   May 2011 - August 2011

Skills
Data Analysis, Quantitative Analytics, Microsoft Excel, VBA, Matlab, Statistical Modeling, Bloomberg, Calculus, R, Statistics, Microsoft Office, Java, LaTeX, Supply Chain Guru, Supply Chain..., Microsoft Word

Education
Cornell University   2010 — 2014
Bachelor's Degree, Operations Research Engineering

City University London   2013 — 2013
Study Abroad

West Windsor Plainsboro High School South   2006 — 2010
High School

Michael Davila Michael Davila Princeton Junction, New Jersey Details
Michael Davila's Roundview Capital, LLC Experience June 2011 - August 2011
Job Legal Intern at DAS Worldwide
Industry Law Practice
Experience
DAS Worldwide   July 2015 - Present
Galla Condominiums   July 2012 - August 2014
FunGoPlay  June 2011 - August 2011
Roundview Capital, LLC   June 2011 - August 2011

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Legal Opinions

Education
University of Pittsburgh   2012 — 2016
Bachelor's degree, Legal Studies, General, Junior

Princeton Day School   2008 — 2012
Graduated

Adam Kalinsky Adam Kalinsky New York, New York Details
Adam Kalinsky's Roundview Capital, LLC Experience June 2011 - August 2011
Job Equity Capital Markets Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch  July 2014 - Present
Nittany Lion Fund, LLC.   May 2012 - December 2013
Bank of America Merrill Lynch  June 2013 - August 2013
Wall Street Boot Camp  August 2012 - December 2012
Beta Sigma Beta Fraternity   August 2012 - December 2012
Cure Autism Now  September 2011 - May 2012
Roundview Capital, LLC   June 2011 - August 2011

Skills
Leadership, Equities, Risk Management, Finance, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Excel

Education
Penn State University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Minor in Economics, Senior

David Bizenov David Bizenov Princeton Junction, New Jersey Details
David Bizenov's Roundview Capital, LLC Experience June 2013 - August 2013
Job Operations Summer Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan   June 2014 - January 2015
Roundview Capital, LLC   June 2013 - August 2013
Power Pitching & Hitting   May 2012 - July 2012
Black Bear Lake Day Camp  July 2009 - August 2010

Skills
Microsoft Office, Research, Bloomberg Terminal, Project Management, Public Speaking, Mac OS, Windows, Leadership, PowerPoint

Education
Rutgers, The State University of New Jersey-New Brunswick   2011 — 2015
Bachelor of Arts (B.A.), Economics

Rutgers, The State University of New Jersey-New Brunswick   2011 — 2015
Bachelor of Arts (B.A.), Political Science

Andrew Lieu Andrew Lieu Greater New York City Area Details
Andrew Lieu's Roundview Capital, LLC Experience January 2010 - Present
Job Principal at Roundview Capital
Industry Financial Services
Experience
Roundview Capital, LLC   January 2010 - Present
Citigroup - Capital Markets and Investment Banking   July 2006 - June 2009

Skills
Investment Banking, Investment Management, Finance, Trading, Fixed Income, Financial Risk, Financial Modeling, Valuation, Investments

Education
New York University - Leonard N. Stern School of Business   2009 — 2011
MBA with distinction, Finance, Accounting, Management, Taxation and Business Law

Princeton University   2002 — 2006
BSE, Operations Research and Financial Engineering

Howard Alter Howard Alter Greater New York City Area Details
Howard Alter's Roundview Capital, LLC Experience 1992 - Present
Job Managing Partner, Roundview Capital
Industry Investment Management
Experience
Roundview Capital, LLC   1992 - Present
Percolate Productions   January 2012 - January 2014

Skills
Television

Education
New York University - Leonard N. Stern School of Business   1986 — 1988
Master of Business Administration (MBA), Finance, General

The George Washington University   1982 — 1986
Bachelor of Business Administration (BBA), Finance, General