StoneCastle Partners

Industry: Company

Description

Founded: 2003 Subsidiaries: StoneCastle Cash Management, LLC,

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StoneCastle Partners Employees

Employee
Years
Job
Industry
Denise Ge Denise Ge New York, New York Details
Denise Ge's StoneCastle Partners Experience May 2012 - September 2012
Job Investment Banking Analyst at Keefe, Bruyette & Woods
Industry Investment Banking
Experience
KBW  July 2014 - Present
Wells Fargo  June 2013 - August 2013
PRK Coaching   October 2012 - June 2013
StoneCastle Partners   May 2012 - September 2012
Industry Intelligence Inc.  October 2011 - April 2012
SCallers - University Office of Annual Giving   August 2010 - October 2011
Oberon Securities, LLC  May 2011 - August 2011
J.P. Morgan   July 2010 - August 2010
Pratt Institute Development Office   June 2009 - August 2009

Education
University of Southern California   2010 — 2014
BA

London School of Economics and Political Science   2012 — 2013
General Course

Trinity School   2006 — 2010
High School Diploma

Jeffrey Chertoff Jeffrey Chertoff Greater New York City Area Details
Jeffrey Chertoff's StoneCastle Partners Experience 2007 - 2010
Job Board Director and Private Investor
Industry Financial Services
Experience
Board of Directors  October 2011 - Present
Bonds.com  February 2010 - September 2011
StoneCastle Partners   2007 - 2010
LaBranche   2005 - 2006
Cantor Fitzgerald/eSpeed   2002 - 2004
Daiwa Securities  1998 - 2002
Salomon Brothers  1995 - 1998
Bear Stearns  1981 - 1995
PriceWaterhouse Coopers  1976 - 1981

Skills
Investment Banking, Asset Management, Fixed Income, IPO, Investor Relations, Financial Markets, Capital Markets, Equities, Due Diligence, Cash Management, Mergers, Investments, Risk Management, Treasury Management, Financial Analysis, Restructuring, Executive Management, Financial Management, Corporate Development, Acquisition Integration, Derivatives, SOX, Business Valuation, Financial Reporting, SEC reporting, Financial Control, Enterprise Risk..., Compliance, Corporate Governance, Sarbanes-Oxley Act, Managerial Finance, Asset Managment, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Financial Services, SEC filings, Private Equity, Valuation, Hedge Funds, Corporate Finance, Securities, Entrepreneurship, Alternative Investments, Banking, Credit, Financial Risk, Structured Finance, Auditing, Emerging Markets

Education
Baruch College, City University of New York (CUNY)   1972 — 1976
BBA

Han Jin Han Jin Greater New York City Area Details
Han Jin's StoneCastle Partners Experience October 2012 - Present
Job Associate at StoneCastle Partners
Industry Computer Software
Experience
StoneCastle Partners   October 2012 - Present
Princeton Consultants  June 2012 - October 2012
Workplace Stars, LLC  September 2011 - January 2012

Skills
C++, Java, Data Structures, JavaScript, CSS, HTML, SQL, Linux, jQuery, JSP, IntelliJ IDEA, JDeveloper, Eclipse, Perforce, Subversion, Oracle Coherence, C#, XML, Python

Education
State University of New York at Stony Brook   2011 — 2012
Master of Science (MS), Computer Science

KSIS

Amir Panjwani, CPA, CFA, ACA Amir Panjwani, CPA, CFA, ACA Greater New York City Area Details
Amir Panjwani, CPA, CFA, ACA's StoneCastle Partners Experience December 2010 - February 2011
Job Senior Vice President at CITIGROUP
Industry Financial Services
Experience
CITIGROUP  February 2012 - Present
The Carlyle Group  April 2011 - November 2011
StoneCastle Partners   December 2010 - February 2011
Citigroup  July 2006 - September 2010
DCD America   May 2005 - July 2006
Continental Broker-Dealer   August 2002 - April 2005
OTCEI-Stock Exchange   September 2000 - March 2002
GK Dand & Co (Public Accountants)   April 1994 - September 2000

Skills
Hedge Accounting, Private Equity, Financial Reporting, Valuation, Fund Accounting, IFRS, Alternative Investments, Fund Of Funds, US GAAP, Accounting, Bonds, Financial Analysis, Hedge Funds, Due Diligence, Asset Managment, Asset Management, Investments, Portfolio Management, Securities

Education
CFA Institute   2004 — 2008
CFA, Finance and Accounting

University of Mumbai   1998 — 2000
Master of Commerce, Finance and Accounting

The Institute of Chartered Accountants of India   1994 — 1998
Chartered Accountant, Finance and Accounting

AICPA
CPA

Kapasi

Lindsay Stavola Lindsay Stavola Greater Boston Area Details
Lindsay Stavola's StoneCastle Partners Experience April 2013 - August 2013
Job Business Development at Concrete Collaborative
Industry Architecture & Planning
Experience
Concrete Collaborative   October 2013 - Present
StoneCastle Partners   April 2013 - August 2013
StoneCastle Partners   January 2012 - August 2013
Harvest on Fort Pond   June 2006 - September 2011
Select Sotheby's International Real Estate   January 2011 - May 2011

Skills
New Business Development, Business Relations, Social Networking, Market Research, Leadership, Sales, Investments, Negotiation, Cold Calling, Asset Management, Portfolio Management, Microsoft Excel, Management, Social Media, Business, Business Development

Education
Skidmore College   2009 — 2011
BS, Management & Business

East Hampton High School

Gettysburg College

Thomas Torsney-Weir Thomas Torsney-Weir Austria area Details
Thomas Torsney-Weir's StoneCastle Partners Experience September 2007 - October 2010
Job Research Assistant at University of Vienna, Faculty of Computer Science
Industry Research
Experience
University of Vienna, Faculty of Computer Science  January 2013 - Present
Simon Fraser University  January 2011 - December 2012
StoneCastle Partners   September 2007 - October 2010
Bear Stearns  July 2004 - September 2007
Moody's Investors Service  February 2003 - July 2004
Georgetown University  1999 - 2002

Skills
C++, Java, Python, Database Design, Ruby, Quantitative Analytics, Matlab, Eclipse, Software Development, HTML, Capital Markets, Open Source, Microsoft SQL Server, Linux, PHP, SQL, Unix, Investment Banking, Machine Learning, .NET, PostgreSQL, JavaScript, Structured Finance, Data Mining, CSS, MySQL, Agile Methodologies, C, Subversion, XML, C#, Bloomberg, Equities, Databases, jQuery, Software Engineering, Derivatives

Education
Simon Fraser University   2010 — 2012
MSc, Computer Science

Georgetown University   1998 — 2002
BS, Computer Science

Dhruv Goyal Dhruv Goyal Greater New York City Area Details
Dhruv Goyal's StoneCastle Partners Experience February 2012 - July 2012
Job Investment Banking Analyst Financial Institutions Group at Macquarie Group
Industry Financial Services
Experience
Macquarie Group  August 2015 - Present
Macquarie Group  August 2014 - June 2015
Houlihan Lokey  June 2013 - August 2013
StoneCastle Partners   February 2012 - July 2012
Distributed Capital Group   October 2011 - December 2011
SimpliFlying   May 2011 - July 2011

Skills
Microsoft Office, iWork, Economics, Microsoft Excel, Financial Modeling, Financial Analysis, Investment Banking, PowerPoint, Financial Accounting, Accounting, Analysis, Finance, Capital IQ

Education
New York University - Leonard N. Stern School of Business   2010 — 2014
BSc in Business, Finance & Accounting

Raffles Junior College   2008 — 2009
A Level Certificate

Raffles Institution   2004 — 2007
Integrated Program Certificate

David Braccia David Braccia New York, New York Details
David Braccia's StoneCastle Partners Experience September 2012 - January 2013
Job Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
Quotidian Ventures   July 2014 - August 2014
Nestio  May 2013 - May 2014
New Frontier Capital Advisors   May 2013 - August 2013
StoneCastle Partners   September 2012 - January 2013
Merrill Lynch  June 2011 - August 2011

Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Venture Capital, Capital Markets, Market Research, Entrepreneurship, Analytics, Christmas cards, Investments, Mergers & Acquisitions, Strategy, Corporate Finance

Education
New York University
Bachelor of Arts (B.A.), Economics, Management, and Politics

Dartmouth College - The Tuck School of Business at Dartmouth   2014 — 2014
Business Bridge Program

Joel Shearrow Joel Shearrow Greater Atlanta Area Details
Joel Shearrow's StoneCastle Partners Experience February 2013 - April 2014
Job Associate | Fixed Income & Debt Capital Markets at FIG Partners
Industry Banking
Experience
FIG Partners  April 2014 - Present
StoneCastle Partners   February 2013 - April 2014
Tri-Oak Consulting Group   March 2012 - October 2012
State Farm Insurance  September 2010 - January 2012

Skills
CRM, Lead Generation, Management, Cold Calling, Customer Service, Sales, Banking, Investments, Credit, Customer Retention, Insurance, Loans, Customer Satisfaction, Market Research, Retail Banking, Account Management, Real Estate, New Business Development

Education
Kennesaw State University
Bachelors, Business Administration Management

Elizabeth Eggers Elizabeth Eggers Boynton Beach, Florida Details
Elizabeth Eggers's StoneCastle Partners Experience January 2013 - June 2014
Job Office Manager at StoneCastle Partners, LLC
Industry Financial Services
Experience
StoneCastle Partners, LLC  June 2014 - June 2015
StoneCastle Partners   January 2013 - June 2014
StoneCastle Partners   May 2011 - January 2013
PROMED Personnel Services  August 2010 - May 2011
Binghamton University  May 2009 - May 2010
NOAA  May 2008 - August 2008

Skills
Research, Human Resources, Microsoft Excel, Interviews, PowerPoint, Data Entry, Outlook

Education
State University of New York at Binghamton   2006 — 2010
BA

Sean Nealon Sean Nealon Greater New York City Area Details
Sean Nealon's StoneCastle Partners Experience November 2011 - April 2013
Job Account Manager at Rapid Ratings International
Industry Financial Services
Experience
Rapid Ratings International  October 2014 - Present
Rapid Ratings International  October 2013 - October 2014
StoneCastle Partners   November 2011 - April 2013
AXA Equitable  June 2011 - September 2011
Westminster Financial  June 2010 - May 2011

Education
Bentley University   2007 — 2010
Bachelor of Science, Finance

Ben Karger, CFA Ben Karger, CFA Greater New York City Area Details
Ben Karger, CFA's StoneCastle Partners Experience January 2012 - August 2012
Job Relationship Manager Investment Banking Strategy at Dealogic
Industry Investment Management
Experience
Dealogic  July 2013 - Present
StoneCastle Partners   January 2012 - August 2012
Beech Hill Securities, Inc.   May 2011 - January 2012
Vanderbilt Ave. Asset Management   December 2009 - May 2011
The Reserve  February 2008 - January 2009
Miller Tabak Roberts Securities, LLC  2001 - 2007
Miller Tabak Roberts Securities, LLC  May 2000 - August 2000

Skills
Relationship Management, Portfolio Management, Asset Management, Trading, Mutual Funds, Manage Client..., Credit, Client Development, Strategic Planning, Account Management, Cash Management, Hedge Funds, Presentations

Education
Colgate University   1997 — 2001
Bachelor of Arts, Economics

Friends Seminary   1994 — 1997

Traci Hallett Genovese Traci Hallett Genovese Greater New York City Area Details
Traci Hallett Genovese's StoneCastle Partners Experience 2007 - 2010
Job Vice President at AIG Asset Management
Industry Investment Management
Experience
AIG Asset Management  September 2010 - Present
StoneCastle Partners   2007 - 2010
BNP Paribas  2000 - 2007

Skills
Fixed Income Analysis, Fixed Income, Capital Markets, Asset Management, Portfolio Management, Bloomberg, Hedge Funds, Investments, Valuation, Series 7, Derivatives, Series 63, Securities, Investment Management, Bonds, Management

Education
Purdue University - Krannert School of Management   1987 — 1991
Bachelor of Science, Finance

Judy Levine Judy Levine New York, New York Details
Judy Levine's StoneCastle Partners Experience 2009 - Present
Job Chief Administrative Officer at StoneCastle Partners
Industry Venture Capital & Private Equity
Experience
StoneCastle Partners   2009 - Present
Behrman Capital  October 2005 - May 2006
GOLUB CAPITAL INCORPORATED   January 2005 - December 2005
Davidson Kempner Capital Management  July 2002 - June 2004
CORNERSTONE EQUITY INVESTORS, LLC   January 1991 - January 2002

Skills
Budgets, Strategic Planning, Team Building, Management, Project Management, Sales, Leadership, Entrepreneurship, Human Resources, CRM, Marketing, Training, Investments, Finance, Operations Management

Education
Carnegie Mellon University   1964 — 1971
BFA, Music Performance

Carnegie Mellon University
MFA (ABD), Musicology

Duke University
Fine Arts

University of North Carolina at Chapel Hill
Art

Linda Lehr Linda Lehr Greater New York City Area Details
Linda Lehr's StoneCastle Partners Experience September 2007 - August 2009
Job Office Manager at Trian Partners; Principal Stage Director at Regina Opera
Industry Financial Services
Experience
Trian Partners  April 2015 - Present
Forthright Staffing   November 2014 - April 2015
Forest Laboratories  October 2011 - March 2014
York Capital Management  August 2011 - September 2011
Opera Manhattan  2010 - 2010
StoneCastle Partners   September 2007 - August 2009
Chelsea Opera  2008 - 2008
Robeco Investment Management/Weiss, Peck & Greer   October 1999 - September 2007
Atremis and the Wild Things   2002 - 2006

Skills
Microsoft Excel, Budgets, Microsoft Office, Non-profits, Festivals, Social Media, Fundraising, Marketing, Project Management, Marketing Communications, Management, Advertising, Research, Editing, Project Planning, Event Planning, Change Management, Nonprofits, Stage, Leadership, Administrative..., Event Management

Education
University of Delaware
Theater Arts

Wilmington Friends High School
High School Diploma

Joshua Kamali Joshua Kamali New York, New York Details
Joshua Kamali's StoneCastle Partners Experience July 2011 - September 2011
Job Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  June 2013 - Present
Goldman Sachs  June 2012 - August 2012
StoneCastle Partners   July 2011 - September 2011
UBS  June 2010 - August 2010

Skills
Fluent in Farsi, Fluent in Hebrew, Proficient in Spanish, Microsoft Excel, Bloomberg, Social Media, Financial Analysis, Equities, Valuation, Investment Banking, Spanish, Research, Microsoft Office, Teaching, Microsoft Word, Financial Modeling, PowerPoint, Entrepreneurship, Social Media Marketing, Data Analysis, Equity Research, Private Equity, Business Networking, Capital IQ, Economics, Bloomberg Terminal, Quantitative Analytics, DCF, Equity Valuation, Fixed Income

Education
New York University   2011 — 2013
BA, Mathematics

Boston University   2009 — 2011
Bachelor of Science (BS), BA Finance & Accounting, BA Economics & Mathematics

Harvard Law School   2010 — 2010
Program on Negotiation

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