Schooner Investment Group LLC
Address: 676 Swedesford Rd # 130, Wayne, PA 19087 Phone: (484) 580-8086Website: : : : Place name: Category: Hours: : : : Category: Financial Planner 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. Add website 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 Schooner Investment Group Posting publicly on the Web Write a review Reviews Be the first to review
Schooner Investment Group LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Schooner Investment Group LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Schooner Investment Group LLC Employees
Schooner Investment Group LLC July 2013 - Present
Schooner Investment Group LLC October 2011 - June 2013
New England Patriots April 2011 - April 2012
Sun Life Financial 2010 - 2011
faithHighway May 2009 - August 2009
Sendera Investment Group May 2008 - August 2008
Skills
Investments, Mutual Funds, Investment Strategies, Investment Management, Finance, Series 6, Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Financial Risk, Series 63, Series 7, Financial Modeling, Equities
Education
Boston College
Bachelor of Arts, Honors Economics, Minor- Middle Eastern Studies
Athletes Warehouse LLC January 2014 - Present
FIS Marketing January 2012 - January 2014
ANNUCO January 2011 - April 2012
Stadion Money Management May 2009 - January 2011
Schooner Investment Group LLC January 2009 - April 2009
Allianz Life October 2006 - September 2008
MassMutual March 1999 - October 2006
Northstar Funds July 1996 - November 1998
Smith Barney Mutual Funds 1994 - 1995
Skills
Annuities, Mutual Funds, Fixed Annuities, Annuity, Wholesaling, Public Speaking, Alternative Investments, Mentoring, Series 6, Series 63, Variable Annuities, Wholesale, 401k, Investment Advisory, Sales Management, Series 7, Retirement Planning, ETFs, Strategy, Selling, Separately Managed..., Asset Allocation, Equities, Investment Strategies, Retirement, Series 24, Series 65, Wealth Management, Sales
Education
St. Raymonds H.S for Boys 1985 — 1987
Elmira College
Marketing
Schooner Investment Group LLC July 2009 - Present
SJM Promotions January 2007 - June 2009
Titan Marketing Group July 2007 - January 2009
Skills
Investments, Mutual Funds, Alternative Investments, Asset Managment, Portfolio Management, Hedge Funds, Securities, Retirement Planning, Investment Management, Fixed Income, Asset Allocation, ETFs, Investment Advisory, Bonds, Options, Series 63, Capital Markets, Derivatives, Financial Markets, Wealth Management, Trading, Investment Strategies, Equities, Fixed Annuities, Financial Advisory, Private Equity, Asset Management, Separately Managed..., Fund Of Funds, Financial Services, Institutional..., Bloomberg, Equity Research, Structured Products, Wealth Management..., Series 65, Series 24, Series 7, High Net Worth..., Series 6, FINRA, 401k, Wealth, Strategic Financial..., IRAs, Private Banking, Retirement Plan..., Retirement, 401k Rollovers, Certified Financial...
Education
Rowan University 2002 — 2006
Bachelor's degree, Law and Psychology
AUM Strategies August 2014 - Present
Access Distribution Partners February 2013 - July 2014
Schooner Investment Group LLC February 2009 - January 2013
Munder Capital Management May 2005 - November 2008
Woodworth Financial June 2004 - May 2005
Michigan Financial Companies September 2001 - June 2004
DTE Energy November 1993 - September 2001
Ross Roy Advertising Agency 1991 - 1992
Campbell and Company 1988 - 1991
World Championship Tennis 1987 - 1988
Skills
Account Management, Cross Selling, Marketing, Equities, Investments, Asset Allocation, Marketing Communications, Mutual Funds, Finance, Sales, Financial Advisory, Advertising, Portfolio Management, Investment Management, Investment Strategies, Strategic Financial..., Sales Operations, Management, Financial Services, Corporate Communications, Series 63, Alternative Investments, Financial Planning
Education
Michigan State University 1979 — 1983
James Madison College ~ International Relations
University Liggett
University Liggett
Schooner Investment Group LLC February 2014 - Present
CFA Society of Philadelphia July 2013 - Present
Albert M. Greenfield Home & School Association September 2012 - August 2014
Visor Alternative Investments May 2007 - December 2013
Schooner Investment Group LLC 2009 - 2010
BNP Paribas/CooperNeff Advisors, Inc. March 1998 - March 2007
Orth-Rodgers and Associates October 1996 - March 1998
Skills
Risk Management, Derivatives, Convertible Bonds, Convertible Arbitrage, High Yield Bonds, Fixed Income, Credit, Quantitative Investment..., Options, Capital Markets, Securities, Trading, Portfolio Management, Bloomberg, Hedging, Asset Management, Investments, Mutual Funds, Investment Management, Hedge Funds, Credit Derivatives, Alternative Investments, Equities, Quantitative Analytics, Structured Products, Equity Derivatives, Asset Allocation, Investment Strategies, Bonds, Alpha Generation
Education
University of Pennsylvania 1992 — 1996
BS, Engineering
Schooner Investment Group LLC January 2008 - Present
Sailfish Capital 2007 - 2008
Polaris Advisors 2002 - 2007
Education
McGill University 1998 — 2001
Commerce, Finance
McGill University
Schooner Investment Group LLC September 2014 - Present
Eaton Vance August 2012 - August 2014
Turner Investment Partners December 2010 - July 2012
Janney Montgomery Scott July 2010 - December 2010
Janney Montgomery Scott November 2008 - July 2010
Janney Montgomery Scott January 2008 - November 2008
Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Securities, Separately Managed..., Asset Allocation, Series 65, Variable Annuities, Series 63, Investment Strategies, Equities, Separate Accounts, Public Speaking, Presentations, Financial Advisory, Portfolio Management, ETFs
Education
Merrimack College 2003 — 2006
Bachelor of Arts (B.A.), Communication Studies
Fordham University 2002 — 2003
Bachelor of Arts (B.A.)
Schooner Investment Group LLC January 2008 - Present
Schooner Funds January 2008 - Present
Sailfish Capital Partners 2007 - 2007
Polaris Advisors 2002 - 2006
BNP Paribas 1995 - 2002
Cooper Neff 1995 - 2002
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Economics - Finance
Schooner Investment Group LLC January 2008 - Present
Polaris Advisors January 2002 - December 2005
BNP/ Cooper Neff 1996 - 1999
Skills
Alternative Investments, Hedge Funds, Convertible Bonds, Options, Equities, Convertible Arbitrage, Derivatives, Volatility, Series 7, Trading, Portfolio Management, Investments
Education
University of Pennsylvania 1992 — 1996
Economics/Finance
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Economics/Finance
Holy Spirit High School 1988 — 1992