Snowden Lane Partners
Industry: Capital market company
DescriptionFounded: 2011 Subsidiary: Snowden Capital Advisors Llc, Asset Management Arm
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Snowden Lane Partners Employees
Employee
Years
Job
Industry
Ashley Scherer Ashley Scherer's Snowden Lane Partners Experience November 2012 - October 2014
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Snowden Lane Partners November 2012 - October 2014
Merrill Lynch March 2010 - November 2012
Embrasse-Moi May 2009 - February 2010
Partners and Napier May 2008 - August 2008
Education
Mercyhurst University 2005 — 2009
Bachelor of Arts, Business Marketing, Fashion Merchandising
Snowden Lane Partners November 2012 - October 2014
Merrill Lynch March 2010 - November 2012
Embrasse-Moi May 2009 - February 2010
Partners and Napier May 2008 - August 2008
Education
Mercyhurst University 2005 — 2009
Bachelor of Arts, Business Marketing, Fashion Merchandising
Alex Sokolyk's Snowden Lane Partners Experience July 2015 - July 2015
Job Student Computing Consultant at Rice University
Industry Insurance
Experience
Snowden Lane Partners July 2015 - July 2015
Rice University October 2012 - October 2014
Sonic Drive-In June 2013 - August 2013
Saint Paul Lutheran Church January 2008 - August 2011
Skills
Python, Programming, Computer Repair, Teamwork, Time Management, Statistics, Data Analysis, R, Java, Microsoft Excel, Probability, IT Operations, Computer Maintenance, Customer Service, Virus Removal, Communication Skills, Adaptability, Public Speaking, Stata, Communication
Education
Rice University 2012 — 2016
Bachelor of Arts (BA), Statistics
Snowden Lane Partners July 2015 - July 2015
Rice University October 2012 - October 2014
Sonic Drive-In June 2013 - August 2013
Saint Paul Lutheran Church January 2008 - August 2011
Skills
Python, Programming, Computer Repair, Teamwork, Time Management, Statistics, Data Analysis, R, Java, Microsoft Excel, Probability, IT Operations, Computer Maintenance, Customer Service, Virus Removal, Communication Skills, Adaptability, Public Speaking, Stata, Communication
Education
Rice University 2012 — 2016
Bachelor of Arts (BA), Statistics
Leah Thomson Snell, CFP® Leah Thomson Snell, CFP®'s Snowden Lane Partners Experience November 2012 - Present
Job Partner, Vice President at Snowden Lane Partners
Industry Financial Services
Experience
Snowden Lane Partners November 2012 - Present
Merrill Lynch 2009 - 2012
Merrill Lynch 2000 - 2009
Skills
Strategic Financial..., Asset Allocation, Retirement Planning, Financial Planning, Retirement Income...
Education
University of California, Los Angeles 1995 — 1999
Psychology
Study Abroad via Pasadena City College 1996 — 1996
European Studies/Civilization, Art History, Italian
Los Angeles county high school for the arts 1992 — 1993
Pasadena High School
Snowden Lane Partners November 2012 - Present
Merrill Lynch 2009 - 2012
Merrill Lynch 2000 - 2009
Skills
Strategic Financial..., Asset Allocation, Retirement Planning, Financial Planning, Retirement Income...
Education
University of California, Los Angeles 1995 — 1999
Psychology
Study Abroad via Pasadena City College 1996 — 1996
European Studies/Civilization, Art History, Italian
Los Angeles county high school for the arts 1992 — 1993
Pasadena High School
Eric Watson Eric Watson's Snowden Lane Partners Experience September 2014 - Present
Job Partner, Managing Director at Snowden Lane Partners
Industry Financial Services
Experience
Snowden Lane Partners September 2014 - Present
UBS Financial Services, Inc. November 2010 - September 2014
Merrill Lynch October 2001 - November 2010
Prudential Financial September 1997 - September 2001
Education
Bowling Green State University 1989 — 1993
Bachelor's degree, Finance
Snowden Lane Partners September 2014 - Present
UBS Financial Services, Inc. November 2010 - September 2014
Merrill Lynch October 2001 - November 2010
Prudential Financial September 1997 - September 2001
Education
Bowling Green State University 1989 — 1993
Bachelor's degree, Finance
Andrew R. Grosvalet's Snowden Lane Partners Experience October 2014 - March 2015
Job Sr. Research Analyst at NRI America
Industry Management Consulting
Experience
Nomura Research Institute July 2015 - Present
JPMorgan Chase & Co. May 2015 - July 2015
Snowden Lane Partners October 2014 - March 2015
Deloitte October 2013 - August 2014
Waseda University 2011 - 2013
Nanyang Technological University August 2012 - December 2012
The Korea Society March 2011 - September 2011
Intermerchant Securities January 2011 - July 2011
Arjent LLC November 2010 - January 2011
Skills
Financial Modeling, Market Research, Business Development, Competitive Analysis, Marketing Strategy, Statistics, PowerPoint, Photoshop, Project Management, Microsoft Excel, Online Marketing, Stata, Microsoft Word, Salesforce.com, Due Diligence, Sales Support, Industry Research, Phone Sales, Foreign Languages, Banking Operations, Enterprise Valuation, Pitching Stories, Excel, SPSS, salesforce, Business Strategy, Benchmarking, Positioning
Education
Waseda University 2011 — 2013
M.A. in International Affairs, Graduate School Asia-Pacific Studies, 3.7
Nanyang Technological University 2012 — 2012
Master's degree, International Economics
Stony Brook University 2007 — 2010
B.A., Asian and Asian American Studies/Business Management Minor
早稲田大学 2008 — 2009
Student Exchange Certificate, International School of Liberal Studies
Nomura Research Institute July 2015 - Present
JPMorgan Chase & Co. May 2015 - July 2015
Snowden Lane Partners October 2014 - March 2015
Deloitte October 2013 - August 2014
Waseda University 2011 - 2013
Nanyang Technological University August 2012 - December 2012
The Korea Society March 2011 - September 2011
Intermerchant Securities January 2011 - July 2011
Arjent LLC November 2010 - January 2011
Skills
Financial Modeling, Market Research, Business Development, Competitive Analysis, Marketing Strategy, Statistics, PowerPoint, Photoshop, Project Management, Microsoft Excel, Online Marketing, Stata, Microsoft Word, Salesforce.com, Due Diligence, Sales Support, Industry Research, Phone Sales, Foreign Languages, Banking Operations, Enterprise Valuation, Pitching Stories, Excel, SPSS, salesforce, Business Strategy, Benchmarking, Positioning
Education
Waseda University 2011 — 2013
M.A. in International Affairs, Graduate School Asia-Pacific Studies, 3.7
Nanyang Technological University 2012 — 2012
Master's degree, International Economics
Stony Brook University 2007 — 2010
B.A., Asian and Asian American Studies/Business Management Minor
早稲田大学 2008 — 2009
Student Exchange Certificate, International School of Liberal Studies
Jesse Clinton, CFP®, CRPC Jesse Clinton, CFP®, CRPC's Snowden Lane Partners Experience October 2014 - Present
Job Partner, Managing Director at Snowden Lane Partners
Industry Financial Services
Experience
Snowden Lane Partners October 2014 - Present
Merrill Lynch February 2004 - October 2014
Oppenheimer & Co. Inc. January 2003 - February 2004
Skills
Wealth Management..., Portfolio Management, Retirement Planning, Executive Compensation..., Concentrated Stock..., Investments, Financial Planning, Fixed Income, Finance, Wealth, Series 7, Estate Planning, Alternative Investments, Financial Advisory, Retirement, Wealth Management, Management, Equities
Education
Fordham University 2007 — 2010
Master's Degree, Business Administration and Management, General
State University of New York at Albany 1998 — 2002
Bachelor's Degree, Communication, General
Snowden Lane Partners October 2014 - Present
Merrill Lynch February 2004 - October 2014
Oppenheimer & Co. Inc. January 2003 - February 2004
Skills
Wealth Management..., Portfolio Management, Retirement Planning, Executive Compensation..., Concentrated Stock..., Investments, Financial Planning, Fixed Income, Finance, Wealth, Series 7, Estate Planning, Alternative Investments, Financial Advisory, Retirement, Wealth Management, Management, Equities
Education
Fordham University 2007 — 2010
Master's Degree, Business Administration and Management, General
State University of New York at Albany 1998 — 2002
Bachelor's Degree, Communication, General
Brooks Robinson Brooks Robinson's Snowden Lane Partners Experience June 2014 - June 2015
Job Associate at GlobeTax
Industry Financial Services
Experience
GlobeTax August 2015 - Present
Snowden Lane Partners June 2014 - June 2015
Quinnipiac University September 2012 - May 2014
Quinnipiac Hockey 2010 - 2014
Apex May 2011 - August 2011
Casman Center March 2010 - July 2010
Skills
Personal Training, Customer Service, Time Management, Social Media, Sports, Event Planning, Leadership, Fitness, Coaching, Social Networking
Education
Quinnipiac University - School of Business 2013 — 2014
Master of Business Administration (MBA)
Quinnipiac University 2010 — 2014
Bachelor of science, Economics
GlobeTax August 2015 - Present
Snowden Lane Partners June 2014 - June 2015
Quinnipiac University September 2012 - May 2014
Quinnipiac Hockey 2010 - 2014
Apex May 2011 - August 2011
Casman Center March 2010 - July 2010
Skills
Personal Training, Customer Service, Time Management, Social Media, Sports, Event Planning, Leadership, Fitness, Coaching, Social Networking
Education
Quinnipiac University - School of Business 2013 — 2014
Master of Business Administration (MBA)
Quinnipiac University 2010 — 2014
Bachelor of science, Economics
Mystica Gooneratne Mystica Gooneratne's Snowden Lane Partners Experience April 2014 - July 2014
Job Financial ProfessionalBackground in Banking and Equity Research
Industry Financial Services
Experience
J.P. Morgan August 2014 - December 2014
Snowden Lane Partners April 2014 - July 2014
New York Cares January 2014 - April 2014
Amba Research 2012 - 2013
Standard Chartered Bank June 2011 - February 2012
Skills
Financial Analysis, Equity Research, Financial Modeling, Credit Analysis, Capital Markets, Equity Valuation, Valuation, Bloomberg, Emerging Markets, Commodity, Finance, Corporate Finance, Microsoft Office, Business Analysis, DCF, Due Diligence, FX Spot
Education
University of London 2008 — 2011
Bsc Economics and Management
J.P. Morgan August 2014 - December 2014
Snowden Lane Partners April 2014 - July 2014
New York Cares January 2014 - April 2014
Amba Research 2012 - 2013
Standard Chartered Bank June 2011 - February 2012
Skills
Financial Analysis, Equity Research, Financial Modeling, Credit Analysis, Capital Markets, Equity Valuation, Valuation, Bloomberg, Emerging Markets, Commodity, Finance, Corporate Finance, Microsoft Office, Business Analysis, DCF, Due Diligence, FX Spot
Education
University of London 2008 — 2011
Bsc Economics and Management
Matt Seeman Matt Seeman's Snowden Lane Partners Experience January 2013 - September 2013
Job Finance & Strategy Manager at Island Source
Industry Financial Services
Experience
Island Source September 2013 - Present
Snowden Lane Partners January 2013 - September 2013
ReALTO Inc. December 2011 - January 2013
Merrill Edge February 2010 - December 2011
Bank of America July 2007 - February 2010
Skills
Financial Modeling, Financial Analysis, Finance, Financial Reporting, Strategic Financial..., Valuation, Corporate Finance, Strategic Planning, Analysis, Budgets, Variance Analysis, Wealth Management, Forecasting, PowerPoint, Financial Forecasting, Pricing Analysis, Microsoft Excel, Hyperion Interactive..., VBA, Excel, Financial Planning, Budgeting, exc, Strategy
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
MBA, Innovation & Entrepreneurship, Finance & Marketing
Boston College 2003 — 2007
Bachelor of Science, Finance
Island Source September 2013 - Present
Snowden Lane Partners January 2013 - September 2013
ReALTO Inc. December 2011 - January 2013
Merrill Edge February 2010 - December 2011
Bank of America July 2007 - February 2010
Skills
Financial Modeling, Financial Analysis, Finance, Financial Reporting, Strategic Financial..., Valuation, Corporate Finance, Strategic Planning, Analysis, Budgets, Variance Analysis, Wealth Management, Forecasting, PowerPoint, Financial Forecasting, Pricing Analysis, Microsoft Excel, Hyperion Interactive..., VBA, Excel, Financial Planning, Budgeting, exc, Strategy
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
MBA, Innovation & Entrepreneurship, Finance & Marketing
Boston College 2003 — 2007
Bachelor of Science, Finance
Chanell Lewis's Snowden Lane Partners Experience September 2014 - Present
Job Transition Platform Anaylst at Snowden Lane Partners
Industry Financial Services
Experience
Snowden Lane Partners September 2014 - Present
VM Tax Consultants January 2014 - April 2014
J.P. Morgan September 2011 - March 2013
BNY Mellon January 2011 - August 2011
Bloomberg February 2010 - May 2010
COMMUNITY COUNSELING & MEDIATION October 2003 - January 2007
Department of Consumer Affairs February 2006 - April 2006
Skills
Data Entry, Microsoft Office, Microsoft Excel, Strategic Planning, New Account Opening, Community Outreach, Human Resources, Training, Accounts Receivable, Finance, Networking, Analysis, SAP, Accounts Payable, Social Media, Database Administration, Account Reconciliation, Outlook, Lotus Notes, mic, Cross-platform..., Client Services, Billing Systems, Client Development, Nonprofits, Youth Development, Youth Engagement, Youth Empowerment
Education
SUNY Empire State College 2011 — 2016
BS, Computer Science, Project Management
Year Up Nyc 2010 — 2011
Technical, Financial Operations
Snowden Lane Partners September 2014 - Present
VM Tax Consultants January 2014 - April 2014
J.P. Morgan September 2011 - March 2013
BNY Mellon January 2011 - August 2011
Bloomberg February 2010 - May 2010
COMMUNITY COUNSELING & MEDIATION October 2003 - January 2007
Department of Consumer Affairs February 2006 - April 2006
Skills
Data Entry, Microsoft Office, Microsoft Excel, Strategic Planning, New Account Opening, Community Outreach, Human Resources, Training, Accounts Receivable, Finance, Networking, Analysis, SAP, Accounts Payable, Social Media, Database Administration, Account Reconciliation, Outlook, Lotus Notes, mic, Cross-platform..., Client Services, Billing Systems, Client Development, Nonprofits, Youth Development, Youth Engagement, Youth Empowerment
Education
SUNY Empire State College 2011 — 2016
BS, Computer Science, Project Management
Year Up Nyc 2010 — 2011
Technical, Financial Operations
Alison Burkett's Snowden Lane Partners Experience April 2011 - Present
Job Partner and Director, Client Experience and Advisor Transition at Snowden Lane Partners
Industry Financial Services
Experience
Snowden Lane Partners April 2011 - Present
Princeton University Alumni Association August 2011 - August 2013
Clearbrook Global Advisors July 2008 - April 2011
Kilpatrick Stockton June 2007 - August 2007
Skills
Corporate Advisory, Business Development, Wealth Management, Strategy, Marketing, Optimization, Project Management, Finance, Strategic Planning, Management, Business Planning, Financial Modeling, CRM, Recruiting, Analysis, Investments
Education
New York University - Leonard N. Stern School of Business 2008 — 2008
Business Essentials Program
Princeton University 2004 — 2008
AB, Political Science
Episcopal Academy 2000 — 2004
Snowden Lane Partners April 2011 - Present
Princeton University Alumni Association August 2011 - August 2013
Clearbrook Global Advisors July 2008 - April 2011
Kilpatrick Stockton June 2007 - August 2007
Skills
Corporate Advisory, Business Development, Wealth Management, Strategy, Marketing, Optimization, Project Management, Finance, Strategic Planning, Management, Business Planning, Financial Modeling, CRM, Recruiting, Analysis, Investments
Education
New York University - Leonard N. Stern School of Business 2008 — 2008
Business Essentials Program
Princeton University 2004 — 2008
AB, Political Science
Episcopal Academy 2000 — 2004
Dana Prill's Snowden Lane Partners Experience June 2015 - Present
Job Client Relationship Manager at Snowden Lane Partners
Industry Financial Services
Experience
Snowden Lane Partners June 2015 - Present
Merrill Lynch July 2011 - June 2015
Abercrombie & Fitch May 2010 - March 2011
Skills
Social Media, Sales, Public Relations, Event Planning, Microsoft Excel, Leadership, Investments, Marketing, Market Research, Finance, Salesforce.com, Marketing Communications, Business Development, Financial Services, Wealth Management, Securities, Account Management, Client Services, Client Relations, Customer Service, Microsoft Office, Microsoft Word, Management
Education
University of Pittsburgh 2006 — 2010
Bachelor of Arts, Communications; Public Relations and Marketing
Franklin Regional 2002 — 2006
High School
Snowden Lane Partners June 2015 - Present
Merrill Lynch July 2011 - June 2015
Abercrombie & Fitch May 2010 - March 2011
Skills
Social Media, Sales, Public Relations, Event Planning, Microsoft Excel, Leadership, Investments, Marketing, Market Research, Finance, Salesforce.com, Marketing Communications, Business Development, Financial Services, Wealth Management, Securities, Account Management, Client Services, Client Relations, Customer Service, Microsoft Office, Microsoft Word, Management
Education
University of Pittsburgh 2006 — 2010
Bachelor of Arts, Communications; Public Relations and Marketing
Franklin Regional 2002 — 2006
High School
Wendy Haughwout Wendy Haughwout's Snowden Lane Partners Experience September 2014 - April 2015
Job Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc November 2010 - Present
Snowden Lane Partners September 2014 - April 2015
Merrill Lynch May 2010 - November 2010
Education
Salisbury University 2002 — 2006
Bachelor of Arts (BA), Political Science and Government
UBS Financial Services, Inc November 2010 - Present
Snowden Lane Partners September 2014 - April 2015
Merrill Lynch May 2010 - November 2010
Education
Salisbury University 2002 — 2006
Bachelor of Arts (BA), Political Science and Government
Cynthia Mullock Cynthia Mullock's Snowden Lane Partners Experience July 2015 - Present
Job General Counsel at Artivest
Industry Financial Services
Experience
Artivest July 2015 - Present
Snowden Lane Partners July 2015 - Present
Snowden Lane Partners April 2010 - July 2015
Deutsche Bank Private Wealth Management November 2006 - April 2010
Sullivan & Cromwell LLP September 2004 - October 2006
Skills
Strategy, Capital Markets, Corporate Law, Management, Private Equity, Private Placements, Corporate Finance, Investments, Securities, Alternative Investments, Investment Advisory, Securities Regulation, Due Diligence, Hedge Funds, Venture Capital, Mergers & Acquisitions, General Corporate..., Equity Capital Markets, Corporate Governance, Structured Finance, Investment Banking, Financial Structuring, Financial Markets, Mergers, Derivatives, Acquisitions, Series 7, Joint Ventures, Cross-border..., IPO
Education
Columbia University - Columbia Business School 2002 — 2004
Master of Business Administration (M.B.A.)
Columbia Law School 2000 — 2004
Juris Doctor (J.D.)
University of Pennsylvania 1994 — 1998
BA, English, Political Science
Artivest July 2015 - Present
Snowden Lane Partners July 2015 - Present
Snowden Lane Partners April 2010 - July 2015
Deutsche Bank Private Wealth Management November 2006 - April 2010
Sullivan & Cromwell LLP September 2004 - October 2006
Skills
Strategy, Capital Markets, Corporate Law, Management, Private Equity, Private Placements, Corporate Finance, Investments, Securities, Alternative Investments, Investment Advisory, Securities Regulation, Due Diligence, Hedge Funds, Venture Capital, Mergers & Acquisitions, General Corporate..., Equity Capital Markets, Corporate Governance, Structured Finance, Investment Banking, Financial Structuring, Financial Markets, Mergers, Derivatives, Acquisitions, Series 7, Joint Ventures, Cross-border..., IPO
Education
Columbia University - Columbia Business School 2002 — 2004
Master of Business Administration (M.B.A.)
Columbia Law School 2000 — 2004
Juris Doctor (J.D.)
University of Pennsylvania 1994 — 1998
BA, English, Political Science
Rob Mooney Rob Mooney's Snowden Lane Partners Experience June 2011 - Present
Job Managing Partner and CEO, Snowden Lane Partners
Industry Financial Services
Experience
Snowden Lane Partners June 2011 - Present
Christina Seix Academy May 2006 - Present
American Red Cross 2004 - Present
Merrill Lynch 1987 - 2009
US Securities and Exchange Commission June 1984 - October 1987
Skills
Series 7, Series 24, Series 79, Securities, Wealth Management, Asset Management, Mutual Funds, Hedge Funds, Equities, Compliance, Risk Management, Investment Banking, AML, Corporate Governance, Business Strategy, Asset Managment, Legal Compliance, Private Equity, Management, Investments, Investment Advisory, Financial Risk, FINRA, Capital Markets, Banking, Finance, Wealth Management..., Due Diligence, Financial Services, Financial Advisory, Mergers & Acquisitions, Portfolio Management, Strategic Financial..., Financial Planning
Education
The George Washington University Law School 1982 — 1985
JD, Securities Regulation
Franklin & Marshall College 1978 — 1982
BA, History
Snowden Lane Partners June 2011 - Present
Christina Seix Academy May 2006 - Present
American Red Cross 2004 - Present
Merrill Lynch 1987 - 2009
US Securities and Exchange Commission June 1984 - October 1987
Skills
Series 7, Series 24, Series 79, Securities, Wealth Management, Asset Management, Mutual Funds, Hedge Funds, Equities, Compliance, Risk Management, Investment Banking, AML, Corporate Governance, Business Strategy, Asset Managment, Legal Compliance, Private Equity, Management, Investments, Investment Advisory, Financial Risk, FINRA, Capital Markets, Banking, Finance, Wealth Management..., Due Diligence, Financial Services, Financial Advisory, Mergers & Acquisitions, Portfolio Management, Strategic Financial..., Financial Planning
Education
The George Washington University Law School 1982 — 1985
JD, Securities Regulation
Franklin & Marshall College 1978 — 1982
BA, History
George Assouad George Assouad's Snowden Lane Partners Experience October 2014 - Present
Job Client Relationship Manager at Snowden Lane Partners
Industry Financial Services
Experience
Snowden Lane Partners October 2014 - Present
Merrill Lynch May 2012 - October 2014
Merrill Lynch January 2012 - May 2012
Skills
Equities, Derivatives, Investments, Bloomberg Terminal, Financial Analysis, Financial Services, Asset Allocation, Financial Markets, Mergers, Analysis, Leadership, Securities, Wealth Management, Alternative Investments, Investment Strategies, Public Speaking, Social Media, Finance, Management
Education
New York University
Bachelors of Arts, Business Communications
Snowden Lane Partners October 2014 - Present
Merrill Lynch May 2012 - October 2014
Merrill Lynch January 2012 - May 2012
Skills
Equities, Derivatives, Investments, Bloomberg Terminal, Financial Analysis, Financial Services, Asset Allocation, Financial Markets, Mergers, Analysis, Leadership, Securities, Wealth Management, Alternative Investments, Investment Strategies, Public Speaking, Social Media, Finance, Management
Education
New York University
Bachelors of Arts, Business Communications
Robert Bowman Robert Bowman's Snowden Lane Partners Experience August 2014 - Present
Job Partner and Managing Director at Snowden Lane Partners
Industry Financial Services
Experience
Snowden Lane Partners August 2014 - Present
Bank of America Merrill Lynch 1983 - 2014
Woodward and Dickerson February 1983 - November 1983
Xerox Corporation January 1981 - February 1983
Skills
Alternative Investments, Asset Management, Business Development, ETFs, Cash Management, FINRA, Equities, Finance, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Leadership, Management, Portfolio Management, Retirement, Retirement Planning, Sales, Securities, Series 24, Series 63, Series 7, Strategy, Strategic Financial..., Uniform Combined State..., Wealth Management, Asset Allocation, Mutual Funds, Financial Planning
Education
Saint Joseph's University 1978 — 1981
BS, Marketing Management
Archbishop ryan
Snowden Lane Partners August 2014 - Present
Bank of America Merrill Lynch 1983 - 2014
Woodward and Dickerson February 1983 - November 1983
Xerox Corporation January 1981 - February 1983
Skills
Alternative Investments, Asset Management, Business Development, ETFs, Cash Management, FINRA, Equities, Finance, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Leadership, Management, Portfolio Management, Retirement, Retirement Planning, Sales, Securities, Series 24, Series 63, Series 7, Strategy, Strategic Financial..., Uniform Combined State..., Wealth Management, Asset Allocation, Mutual Funds, Financial Planning
Education
Saint Joseph's University 1978 — 1981
BS, Marketing Management
Archbishop ryan
Stephen Fordyce's Snowden Lane Partners Experience September 2013 - Present
Job Partner, Managing Director at Snowden Lane Partners
Industry Financial Services
Experience
Snowden Lane Partners September 2013 - Present
Merrill Lynch May 1993 - September 2013
Sacred Heart University July 1990 - May 1993
Skills
Retirement Planning, Wealth Management, Equities, Financial Planning, Mutual Funds, Investment Advisory, Fixed Income, Hedge Funds, Portfolio Management, Investment Management, Capital Markets, Investment Banking
Education
Middlebury College 1985 — 1989
BA, Economics
St Bernard High School 1981 — 1985
Snowden Lane Partners September 2013 - Present
Merrill Lynch May 1993 - September 2013
Sacred Heart University July 1990 - May 1993
Skills
Retirement Planning, Wealth Management, Equities, Financial Planning, Mutual Funds, Investment Advisory, Fixed Income, Hedge Funds, Portfolio Management, Investment Management, Capital Markets, Investment Banking
Education
Middlebury College 1985 — 1989
BA, Economics
St Bernard High School 1981 — 1985
Tyler Haskell's Snowden Lane Partners Experience June 2015 - Present
Job Student at Dartmouth College
Industry Financial Services
Experience
Snowden Lane Partners June 2015 - Present
Education
Dartmouth College 2015 — 2019
Snowden Lane Partners June 2015 - Present
Education
Dartmouth College 2015 — 2019
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial