Sandalwood Securities, Inc.
Description
Address: 101 Eisenhower Pkwy # 3, Roseland, NJ 07068 Phone: (973) 233-8800: : : Category: Website: : : : Hours: Place name: Website: https://www.sandalwoodsecurities.com/ Category: Security service 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Sandalwood Securities Inc Posting publicly on the Web Write a review Reviews Be the first to review
Sandalwood Securities, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sandalwood Securities, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Sandalwood Securities, Inc. Employees
Employee
Years
Job
Industry
Nicole Lombardi Nicole Lombardi's Sandalwood Securities, Inc. Experience January 2012 - Present
Job Fund Accountant/Due Diligence Analyst at Sandalwood Securities, Inc.
Industry Accounting
Experience
Sandalwood Securities, Inc. January 2012 - Present
Sandalwood Securities, Inc. June 2011 - December 2011
Viacom January 2011 - April 2011
MTV Networks August 2010 - December 2010
Skills
Accounting, Account Reconciliation, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Microsoft Excel, Investments, Financial Statements
Education
Montclair State University 2007 — 2011
Bachelor of Science, Business Administration, Concentration: Accounting
Sandalwood Securities, Inc. January 2012 - Present
Sandalwood Securities, Inc. June 2011 - December 2011
Viacom January 2011 - April 2011
MTV Networks August 2010 - December 2010
Skills
Accounting, Account Reconciliation, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Microsoft Excel, Investments, Financial Statements
Education
Montclair State University 2007 — 2011
Bachelor of Science, Business Administration, Concentration: Accounting
J. Scott Berniker J. Scott Berniker's Sandalwood Securities, Inc. Experience 2009 - 2011
Job Head of Securities Class Action Services, LLC at ISS | Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services (Formerly part of MSCI Inc) 2013 - Present
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) 2012 - 2013
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) 2011 - 2012
Sandalwood Securities, Inc. 2009 - 2011
Morgan Stanley Capital International 2005 - 2009
American Express 1999 - 2005
Booz Allen Hamilton 1997 - 1999
Citigroup Securities, Inc. 1991 - 1995
Skills
Hedge Funds, Investor Relations, Investments, Alternative Investments, Equities, Securities, Institutional..., Finance, Portfolio Management, Asset Management, Capital Markets, Fixed Income, Investment Management, Venture Capital, Asset Allocation, Financial Markets, Derivatives, Private Equity, Investment Strategies, Fund Of Funds, Emerging Markets, Due Diligence, Credit, Investment Advisory, Institutional Sales, Equity Research, Management, Business Development, Strategy, Securities Class Actions, Sales Management, International Sales, Institutional Investors, Corporate Governance, Investment Banking, Financial Analysis, International Business..., Product Management, Product Marketing, Marketing Strategy, Digital Marketing, Corporate Development, Corporate Partnership..., Lean Six Sigma, Continuous Improvement, Business Process..., Operational Excellence, Business Strategy, Marketing, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Cornell University
Bachelor of Science
Horace Mann
ISS Institutional Shareholder Services (Formerly part of MSCI Inc) 2013 - Present
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) 2012 - 2013
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) 2011 - 2012
Sandalwood Securities, Inc. 2009 - 2011
Morgan Stanley Capital International 2005 - 2009
American Express 1999 - 2005
Booz Allen Hamilton 1997 - 1999
Citigroup Securities, Inc. 1991 - 1995
Skills
Hedge Funds, Investor Relations, Investments, Alternative Investments, Equities, Securities, Institutional..., Finance, Portfolio Management, Asset Management, Capital Markets, Fixed Income, Investment Management, Venture Capital, Asset Allocation, Financial Markets, Derivatives, Private Equity, Investment Strategies, Fund Of Funds, Emerging Markets, Due Diligence, Credit, Investment Advisory, Institutional Sales, Equity Research, Management, Business Development, Strategy, Securities Class Actions, Sales Management, International Sales, Institutional Investors, Corporate Governance, Investment Banking, Financial Analysis, International Business..., Product Management, Product Marketing, Marketing Strategy, Digital Marketing, Corporate Development, Corporate Partnership..., Lean Six Sigma, Continuous Improvement, Business Process..., Operational Excellence, Business Strategy, Marketing, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Cornell University
Bachelor of Science
Horace Mann
Ken Chapple Ken Chapple's Sandalwood Securities, Inc. Experience 2006 - Present
Job CFO at Sandalwood Securities, Inc.
Industry Investment Management
Experience
Sandalwood Securities, Inc. 2006 - Present
Loxias Fund Management 2005 - 2006
Appaloosa Management 2001 - 2005
PricewaterhouseCoopers 1998 - 2001
Skills
Hedge Funds, Alternative Investments, Investments, Fund Of Funds, Due Diligence
Education
University of Scranton 1994 — 1998
BS, Accounting
The University of Queensland 1997 — 1997
Sandalwood Securities, Inc. 2006 - Present
Loxias Fund Management 2005 - 2006
Appaloosa Management 2001 - 2005
PricewaterhouseCoopers 1998 - 2001
Skills
Hedge Funds, Alternative Investments, Investments, Fund Of Funds, Due Diligence
Education
University of Scranton 1994 — 1998
BS, Accounting
The University of Queensland 1997 — 1997
Stephanie Salen's Sandalwood Securities, Inc. Experience May 2010 - Present
Job Director of Accounting at Sandalwood Securities, Inc.
Industry Financial Services
Experience
Sandalwood Securities, Inc. May 2010 - Present
Rotenberg Meril Solomon Bertiger & Guttilla, P.C. November 2008 - 2010
UBP Asset Management LLC June 2008 - October 2008
Rothstein Kass and Company, P.C. January 2006 - July 2008
Humana Press Inc. 2005 - 2005
Skills
Fund Of Funds, Hedge Funds, Due Diligence, Fixed Income, Fund Accounting, Financial Analysis, Fund Administration
Education
Montclair State University 2001 — 2005
BA, Accounting
Sandalwood Securities, Inc. May 2010 - Present
Rotenberg Meril Solomon Bertiger & Guttilla, P.C. November 2008 - 2010
UBP Asset Management LLC June 2008 - October 2008
Rothstein Kass and Company, P.C. January 2006 - July 2008
Humana Press Inc. 2005 - 2005
Skills
Fund Of Funds, Hedge Funds, Due Diligence, Fixed Income, Fund Accounting, Financial Analysis, Fund Administration
Education
Montclair State University 2001 — 2005
BA, Accounting
Marcella van Winden Marcella van Winden's Sandalwood Securities, Inc. Experience May 2006 - November 2010
Job
Industry Financial Services
Experience
Sandalwood Securities, Inc. May 2006 - November 2010
The Institute for Philanthropy July 2003 - November 2004
Powerful Advancement July 2002 - January 2003
Van der Putt Advocaten 1991 - 1994
Van Slagmaat Advocaten 1987 - 1991
Philips Consumer Electronics, NV, Eindhoven, the Netherlands 1983 - 1987
Skills
Securities, Compliance
Education
International Coach Academy (ICA) 2004 — 2005
Business & Executive Coaching
Montclair State University 1995 — 1999
MBA, Management
Utrecht University 1981 — 1987
Masters, Law
Université Paris-Sorbonne 1980 — 1981
Course de Civilisation Francaise, French
Sandalwood Securities, Inc. May 2006 - November 2010
The Institute for Philanthropy July 2003 - November 2004
Powerful Advancement July 2002 - January 2003
Van der Putt Advocaten 1991 - 1994
Van Slagmaat Advocaten 1987 - 1991
Philips Consumer Electronics, NV, Eindhoven, the Netherlands 1983 - 1987
Skills
Securities, Compliance
Education
International Coach Academy (ICA) 2004 — 2005
Business & Executive Coaching
Montclair State University 1995 — 1999
MBA, Management
Utrecht University 1981 — 1987
Masters, Law
Université Paris-Sorbonne 1980 — 1981
Course de Civilisation Francaise, French
Jessica Mitacek Jessica Mitacek's Sandalwood Securities, Inc. Experience September 2010 - November 2013
Job Investor Relations Associate at Siguler Guff & Company
Industry Financial Services
Experience
Siguler Guff & Company November 2013 - Present
Sandalwood Securities, Inc. September 2010 - November 2013
Forester Capital, LLC February 2009 - September 2010
Taylor Investment Advisors December 2006 - December 2008
Skills
Fund Of Funds, Marketing, Hedge Funds, Investor Relations
Education
University of Vermont 2003 — 2006
BA, English, Spanish, Sociology
Universidad de Salamanca 2005 — 2005
Study Abroad, Spanish Culture & Language
Siguler Guff & Company November 2013 - Present
Sandalwood Securities, Inc. September 2010 - November 2013
Forester Capital, LLC February 2009 - September 2010
Taylor Investment Advisors December 2006 - December 2008
Skills
Fund Of Funds, Marketing, Hedge Funds, Investor Relations
Education
University of Vermont 2003 — 2006
BA, English, Spanish, Sociology
Universidad de Salamanca 2005 — 2005
Study Abroad, Spanish Culture & Language
Tim Rotolo Tim Rotolo's Sandalwood Securities, Inc. Experience January 2012 - Present
Job
Industry Financial Services
Experience
Sandalwood Securities, Inc. January 2012 - Present
Sandalwood Securities, Inc. February 2009 - January 2012
Merrill Lynch Private Banking and Investments Group June 2006 - February 2009
Skills
CFA Level II Candidate, Chartered Alternative..., Hedge Funds, Alternative Investments, Fund Of Funds, Asset Allocation, Portfolio Management, Series 7, Finance, Mutual Funds, CAIA, Derivatives
Education
Tufts University 2002 — 2006
BA, History, Entrepreneurial Leadership
Berkshire 1998 — 2002
Sandalwood Securities, Inc. January 2012 - Present
Sandalwood Securities, Inc. February 2009 - January 2012
Merrill Lynch Private Banking and Investments Group June 2006 - February 2009
Skills
CFA Level II Candidate, Chartered Alternative..., Hedge Funds, Alternative Investments, Fund Of Funds, Asset Allocation, Portfolio Management, Series 7, Finance, Mutual Funds, CAIA, Derivatives
Education
Tufts University 2002 — 2006
BA, History, Entrepreneurial Leadership
Berkshire 1998 — 2002
Maya Maini's Sandalwood Securities, Inc. Experience December 2013 - Present
Job Client Relations | Business Development | Project Management
Industry Marketing and Advertising
Experience
Sandalwood Securities, Inc. December 2013 - Present
Maini Consulting Group January 2013 - Present
Perella Weinberg Partners May 2008 - May 2013
Epstein Becker & Green, P.C. June 2004 - April 2008
Skills
Cross-functional Team..., Analysis, Strategy, Leadership, Investor Relations, CRM, Project Management, Process Efficiency, Business Process..., Marketing Strategy, Capital Markets, Valuation, Financial Modeling, Private Equity
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
University of Richmond 2000 — 2004
Bachelor of Science (B.S.)
The Hotchkiss School 1996 — 2000
Sandalwood Securities, Inc. December 2013 - Present
Maini Consulting Group January 2013 - Present
Perella Weinberg Partners May 2008 - May 2013
Epstein Becker & Green, P.C. June 2004 - April 2008
Skills
Cross-functional Team..., Analysis, Strategy, Leadership, Investor Relations, CRM, Project Management, Process Efficiency, Business Process..., Marketing Strategy, Capital Markets, Valuation, Financial Modeling, Private Equity
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
University of Richmond 2000 — 2004
Bachelor of Science (B.S.)
The Hotchkiss School 1996 — 2000
Maggie Bernier (Finlay)'s Sandalwood Securities, Inc. Experience SupervisorMellon Investor Services2000 - 2005
Job Fund Administration at Sandalwood Securities, Inc.
Industry Financial Services
Experience
Sandalwood Securities, Inc. SupervisorMellon Investor Services2000 - 2005
Bank of New York Mellon 1999 - 2004
AXA Equitable 1997 - 2000
Education
Manhattan College 1993 — 1997
mathematics
Manhattan College 1993 — 1997
Rutherford High School
Sandalwood Securities, Inc. SupervisorMellon Investor Services2000 - 2005
Bank of New York Mellon 1999 - 2004
AXA Equitable 1997 - 2000
Education
Manhattan College 1993 — 1997
mathematics
Manhattan College 1993 — 1997
Rutherford High School
Gail Mattera's Sandalwood Securities, Inc. Experience June 2010 - Present
Job Fund Controller at Sandalwood Securities, Inc.
Industry Accounting
Experience
Sandalwood Securities, Inc. June 2010 - Present
AWSCPA NJ July 2013 - Present
Rothstein Kass October 2005 - May 2010
rothstein kass 2005 - 2008
AT&T December 2000 - October 2005
AT&T 2000 - 2005
Calltrol Corp September 1998 - November 2000
Skills
Financial Reporting, Accounting, Auditing, GAAP, Financial Accounting, Internal Controls, Tax, US GAAP, CPA, SEC filings, Financial Analysis, Public Relations, Financial Statements, QuickBooks, General Ledger, Financial Audits, Tax Preparation, Sarbanes-Oxley Act, Fund Of Funds, Corporate Tax, Tax Accounting, Fund Accounting
Education
Fairleigh Dickinson University 2004 — 2007
MS, Accounting
University of Delaware 1994 — 1998
BA, Geography
Sandalwood Securities, Inc. June 2010 - Present
AWSCPA NJ July 2013 - Present
Rothstein Kass October 2005 - May 2010
rothstein kass 2005 - 2008
AT&T December 2000 - October 2005
AT&T 2000 - 2005
Calltrol Corp September 1998 - November 2000
Skills
Financial Reporting, Accounting, Auditing, GAAP, Financial Accounting, Internal Controls, Tax, US GAAP, CPA, SEC filings, Financial Analysis, Public Relations, Financial Statements, QuickBooks, General Ledger, Financial Audits, Tax Preparation, Sarbanes-Oxley Act, Fund Of Funds, Corporate Tax, Tax Accounting, Fund Accounting
Education
Fairleigh Dickinson University 2004 — 2007
MS, Accounting
University of Delaware 1994 — 1998
BA, Geography
Joanne Crockett's Sandalwood Securities, Inc. Experience August 2009 - October 2010
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Sandalwood Securities, Inc. August 2009 - October 2010
New Jersey Society of CPAs January 1999 - August 2008
BDO Seidman, LLP January 1991 - October 1998
National Westminster Bank 1989 - 1991
Ernst & Young 1985 - 1989
Skills
Marketing, Marketing Communications, Market Research, Project Management, Strategic Planning, Brand Development, Email Marketing, Advertising, Social Media Marketing, Digital Marketing, Marketing Strategy, New Business Development, Marketing Management, Event Planning
Education
Hofstra University
MBA, Management Science
State University of New York at Albany
BS, Marketing
Sandalwood Securities, Inc. August 2009 - October 2010
New Jersey Society of CPAs January 1999 - August 2008
BDO Seidman, LLP January 1991 - October 1998
National Westminster Bank 1989 - 1991
Ernst & Young 1985 - 1989
Skills
Marketing, Marketing Communications, Market Research, Project Management, Strategic Planning, Brand Development, Email Marketing, Advertising, Social Media Marketing, Digital Marketing, Marketing Strategy, New Business Development, Marketing Management, Event Planning
Education
Hofstra University
MBA, Management Science
State University of New York at Albany
BS, Marketing
Mihir Meswani's Sandalwood Securities, Inc. Experience November 2009 - June 2013
Job
Industry Financial Services
Experience
Sandalwood Securities, Inc. November 2009 - June 2013
Robert Wood Johnson Fnd August 2005 - November 2009
Bank of America March 2004 - August 2005
J.P. Morgan March 2000 - March 2004
Skills
Hedge Funds, Alternative Investments, Asset Managment, Fund Of Funds, Investments, Equities, Portfolio Management, Asset Allocation, Fixed Income, Derivatives, Investment Strategies, Capital Markets, Bloomberg, Securities, Series 7, Proprietary Trading, Investment Management, Emerging Markets, Asset Management, Investment Advisory, Equity Research, Trading, Mutual Funds, Bonds, Credit, Investment Banking
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1992
B.S Finance and B.A. Economics 1992, Finance and Economics
Sandalwood Securities, Inc. November 2009 - June 2013
Robert Wood Johnson Fnd August 2005 - November 2009
Bank of America March 2004 - August 2005
J.P. Morgan March 2000 - March 2004
Skills
Hedge Funds, Alternative Investments, Asset Managment, Fund Of Funds, Investments, Equities, Portfolio Management, Asset Allocation, Fixed Income, Derivatives, Investment Strategies, Capital Markets, Bloomberg, Securities, Series 7, Proprietary Trading, Investment Management, Emerging Markets, Asset Management, Investment Advisory, Equity Research, Trading, Mutual Funds, Bonds, Credit, Investment Banking
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1992
B.S Finance and B.A. Economics 1992, Finance and Economics
William Reilly's Sandalwood Securities, Inc. Experience October 2012 - Present
Job Senior Vice President at Sandalwood Securities, Inc.
Industry Financial Services
Experience
Sandalwood Securities, Inc. October 2012 - Present
Dimension Capital Management 2009 - 2012
Collins Capital Investments, LLC 2006 - 2008
Skills
Asset Management, Investments, Credit, Portfolio Management, Financial Modeling, Hedge Funds, Series 7, Valuation, Corporate Finance, Equities, Investment Strategies, Bloomberg, Financial Markets, Alternative Investments, Fixed Income, Financial Analysis, Securities, Wealth Management, Investment Banking, Private Equity, Asset Allocation, Marketing, Mutual Funds, Business Development, Investment Management, Emerging Markets, Investment Advisory, Derivatives, ETFs, Equity Research, Fund Of Funds, Hedging
Education
University of Notre Dame 1999 — 2003
BBA, Finance
Sandalwood Securities, Inc. October 2012 - Present
Dimension Capital Management 2009 - 2012
Collins Capital Investments, LLC 2006 - 2008
Skills
Asset Management, Investments, Credit, Portfolio Management, Financial Modeling, Hedge Funds, Series 7, Valuation, Corporate Finance, Equities, Investment Strategies, Bloomberg, Financial Markets, Alternative Investments, Fixed Income, Financial Analysis, Securities, Wealth Management, Investment Banking, Private Equity, Asset Allocation, Marketing, Mutual Funds, Business Development, Investment Management, Emerging Markets, Investment Advisory, Derivatives, ETFs, Equity Research, Fund Of Funds, Hedging
Education
University of Notre Dame 1999 — 2003
BBA, Finance