StoneCastle Partners, LLC
Industry: Company
DescriptionFounded: 2003 Subsidiaries: StoneCastle Cash Management, LLC,
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StoneCastle Partners, LLC Employees
Employee
Years
Job
Industry
Kevin Yeh Kevin Yeh's StoneCastle Partners, LLC Experience August 2013 - Present
Job StoneCastle Partners
Industry Financial Services
Experience
StoneCastle Partners, LLC August 2013 - Present
Deutsche Bank March 2011 - May 2013
The Center for Sleep and Wake Disorders June 2008 - February 2011
The Center for Sleep and Wake Disorders June 2008 - February 2011
Skills
Data Analysis, Process Optimization, Project Management, Change Management, Client Account..., Microsoft Excel, Pivot Tables, VBA, Modeling, Hedge Funds, Banking
Education
St. Mary's University College, Twickenham London 2011 — 2012
Postgraduate Certificate, International Business
University of Maryland College Park 2003 — 2008
Bachelor of Science (B.S.), Psychology
Thomas S. Wootton High School 1999 — 2003
StoneCastle Partners, LLC August 2013 - Present
Deutsche Bank March 2011 - May 2013
The Center for Sleep and Wake Disorders June 2008 - February 2011
The Center for Sleep and Wake Disorders June 2008 - February 2011
Skills
Data Analysis, Process Optimization, Project Management, Change Management, Client Account..., Microsoft Excel, Pivot Tables, VBA, Modeling, Hedge Funds, Banking
Education
St. Mary's University College, Twickenham London 2011 — 2012
Postgraduate Certificate, International Business
University of Maryland College Park 2003 — 2008
Bachelor of Science (B.S.), Psychology
Thomas S. Wootton High School 1999 — 2003
WENRAN MA WENRAN MA's StoneCastle Partners, LLC Experience August 2015 - Present
Job Programmer Intern at StoneCastle Partners, LLC
Industry
Experience
StoneCastle Partners, LLC August 2015 - Present
CSE Department September 2013 - May 2015
Skills
Java, C/C++ STL, SQL, HTML, XML, CSS Javascript, Matlab, Eclipse, Visual Studio, Emacs, VMware
Education
Texas A&M University 2013 — 2015
Master's Degree, Computer Science
Huazhong University of Science and Technology 2005 — 2009
Bachelor of Science (BS), Information Technology
StoneCastle Partners, LLC August 2015 - Present
CSE Department September 2013 - May 2015
Skills
Java, C/C++ STL, SQL, HTML, XML, CSS Javascript, Matlab, Eclipse, Visual Studio, Emacs, VMware
Education
Texas A&M University 2013 — 2015
Master's Degree, Computer Science
Huazhong University of Science and Technology 2005 — 2009
Bachelor of Science (BS), Information Technology
Bob McPherson Bob McPherson's StoneCastle Partners, LLC Experience June 2013 - Present
Job Managing Director at StoneCastle Partners, LLC
Industry Law Practice
Experience
StoneCastle Partners, LLC June 2013 - Present
McPherson Law Firm November 2004 - Present
StoneCastle Partners LLC August 2006 - March 2010
NBC Capital Markets Group Inc. January 1996 - November 2004
Golden & McPherson October 1988 - January 1996
NBC Capital Markets Group, Inc. February 1987 - September 1988
Federal Deposit Insurance Corporation January 1986 - February 1987
Glankler Brown, PLLC January 1981 - January 1986
f 1980 - 1980
Skills
Business Formation,..., Chapter 11 Bankruptcy, Employment Agreements, Simple Wills & Trusts, Commercial Collections, Banking Law, Credit Card Disputes, Loans, Business Loans, Lender Liability..., Letters of Credit, Bank Deposits &..., Federal Deposit..., Office of the..., Federal Reserve Board..., Negotiable Instruments, Securities Law, Securities Broker..., Private Placements, Registered..., Securities Fraud and..., Securities Transactions, State Securities (Blue..., Series 7, Series 24, Options Securities..., Equity Trader, Litigation, Commercial Litigation, Civil Litigation, Securities, Securities Regulation, Wills, Banking, Commercial Banking, Investment Banking, Torts, Dispute, Alternative Dispute..., Corporate Law, Dispute Resolution, Breach Of Contract, Appeals, Construction Law, Trial Practice
Education
BAI Graduate School of Bank Financial Management 2000 — 2002
University of Memphis-Fogelman School of Business 1980 — 1984
MBA, Law & Business
The University of Memphis—Cecil C. Humphreys School of Law 1978 — 1981
Juris Doctor, Business Law
University of Alabama 1971 — 1975
Bachelor of Arts (B.A.), Political Science/English
StoneCastle Partners, LLC June 2013 - Present
McPherson Law Firm November 2004 - Present
StoneCastle Partners LLC August 2006 - March 2010
NBC Capital Markets Group Inc. January 1996 - November 2004
Golden & McPherson October 1988 - January 1996
NBC Capital Markets Group, Inc. February 1987 - September 1988
Federal Deposit Insurance Corporation January 1986 - February 1987
Glankler Brown, PLLC January 1981 - January 1986
f 1980 - 1980
Skills
Business Formation,..., Chapter 11 Bankruptcy, Employment Agreements, Simple Wills & Trusts, Commercial Collections, Banking Law, Credit Card Disputes, Loans, Business Loans, Lender Liability..., Letters of Credit, Bank Deposits &..., Federal Deposit..., Office of the..., Federal Reserve Board..., Negotiable Instruments, Securities Law, Securities Broker..., Private Placements, Registered..., Securities Fraud and..., Securities Transactions, State Securities (Blue..., Series 7, Series 24, Options Securities..., Equity Trader, Litigation, Commercial Litigation, Civil Litigation, Securities, Securities Regulation, Wills, Banking, Commercial Banking, Investment Banking, Torts, Dispute, Alternative Dispute..., Corporate Law, Dispute Resolution, Breach Of Contract, Appeals, Construction Law, Trial Practice
Education
BAI Graduate School of Bank Financial Management 2000 — 2002
University of Memphis-Fogelman School of Business 1980 — 1984
MBA, Law & Business
The University of Memphis—Cecil C. Humphreys School of Law 1978 — 1981
Juris Doctor, Business Law
University of Alabama 1971 — 1975
Bachelor of Arts (B.A.), Political Science/English
Bruce Hinkle's StoneCastle Partners, LLC Experience September 2014 - Present
Job Vice President of Bank Sales at StoneCastle Partners, LLC
Industry Banking
Experience
StoneCastle Partners, LLC September 2014 - Present
Multi-Bank Securities, Inc. July 2013 - September 2014
Farin & Associates, Inc. December 2010 - July 2013
Institutional Deposits Corp October 2007 - December 2010
QwickRate August 1991 - July 2007
Skills
Banking, Budgets, Liquidity Risk, Business Development, Strategic Partnerships, Financial Modeling, Customer Service, Leadership, Analytics, Investments, Strategic Planning, Sales, Treasury Management, Start-ups, Financial Institutions, Financial Reporting, Capital Markets, Valuation, Credit Analysis, Mortgage Lending, Financial Services, Cash Management, Retail Banking, Small Business Lending, Risk Management, Asset Based Lending, Financial Planning, Asset Management, Strategic Financial..., Management, Relationship Management, Sales Presentations, Sales Management
Education
Clemson University 1980 — 1982
BS, Economics
Southern New Hampshire University 1978 — 1980
Business/Managerial Economics
Series 7 and 66 Licenses from National Association of Securities Dealers (NASD).
StoneCastle Partners, LLC September 2014 - Present
Multi-Bank Securities, Inc. July 2013 - September 2014
Farin & Associates, Inc. December 2010 - July 2013
Institutional Deposits Corp October 2007 - December 2010
QwickRate August 1991 - July 2007
Skills
Banking, Budgets, Liquidity Risk, Business Development, Strategic Partnerships, Financial Modeling, Customer Service, Leadership, Analytics, Investments, Strategic Planning, Sales, Treasury Management, Start-ups, Financial Institutions, Financial Reporting, Capital Markets, Valuation, Credit Analysis, Mortgage Lending, Financial Services, Cash Management, Retail Banking, Small Business Lending, Risk Management, Asset Based Lending, Financial Planning, Asset Management, Strategic Financial..., Management, Relationship Management, Sales Presentations, Sales Management
Education
Clemson University 1980 — 1982
BS, Economics
Southern New Hampshire University 1978 — 1980
Business/Managerial Economics
Series 7 and 66 Licenses from National Association of Securities Dealers (NASD).
Patrick J. Farrell's StoneCastle Partners, LLC Experience February 2014 - Present
Job Chief Financial Officer at StoneCastle Partners, LLC
Industry Investment Management
Experience
StoneCastle Partners, LLC February 2014 - Present
Emerging Managers Group, LP February 2009 - February 2014
Reserve Management February 2006 - February 2009
New York Life Investment Management April 1996 - June 2005
Alliance Capital Management April 1988 - April 1996
Drexel Burnham Lambert May 1986 - April 1988
Lexington Management Corporation October 1983 - May 1986
Peat Marwick Mitchell & Co. September 1981 - October 1983
Skills
Money Market, Mutual Funds, Equities, System Administration, Securities, Asset Managment, Fixed Income, Audit Committee, Accounting, Financial Services, Investments, Hedge Funds, Recruiting, Offshore Funds, Alternative Investments, Asset Management, Banking, Auditing, Valuation, Fund Of Funds, Portfolio Management, Finance
Education
Manhattan College 1977 — 1981
BS, Accounting
StoneCastle Partners, LLC February 2014 - Present
Emerging Managers Group, LP February 2009 - February 2014
Reserve Management February 2006 - February 2009
New York Life Investment Management April 1996 - June 2005
Alliance Capital Management April 1988 - April 1996
Drexel Burnham Lambert May 1986 - April 1988
Lexington Management Corporation October 1983 - May 1986
Peat Marwick Mitchell & Co. September 1981 - October 1983
Skills
Money Market, Mutual Funds, Equities, System Administration, Securities, Asset Managment, Fixed Income, Audit Committee, Accounting, Financial Services, Investments, Hedge Funds, Recruiting, Offshore Funds, Alternative Investments, Asset Management, Banking, Auditing, Valuation, Fund Of Funds, Portfolio Management, Finance
Education
Manhattan College 1977 — 1981
BS, Accounting
Joseph Cardali Joseph Cardali's StoneCastle Partners, LLC Experience August 2015 - Present
Job Software Development Associate at StoneCastle Partners, LLC
Industry Computer Software
Experience
StoneCastle Partners, LLC August 2015 - Present
JPMorgan Chase July 2014 - August 2015
Bank of America June 2013 - August 2013
RedVision Systems, Inc. May 2012 - August 2012
Somerset Tire Service, Inc. June 2011 - January 2012
Bridgewater Kumon Learning Center June 2007 - August 2011
Skills
Java, JavaScript, Python, PHP, C++, SQL, C#, XML, ASP.NET, C, HTML, CSS, MySQL, Visual Studio, Dreamweaver, Windows, XSLT, Unix
Education
Cornell University 2010 — 2014
Bachelor of Arts, Computer Science
Bridgewater-Raritan High School 2006 — 2010
StoneCastle Partners, LLC August 2015 - Present
JPMorgan Chase July 2014 - August 2015
Bank of America June 2013 - August 2013
RedVision Systems, Inc. May 2012 - August 2012
Somerset Tire Service, Inc. June 2011 - January 2012
Bridgewater Kumon Learning Center June 2007 - August 2011
Skills
Java, JavaScript, Python, PHP, C++, SQL, C#, XML, ASP.NET, C, HTML, CSS, MySQL, Visual Studio, Dreamweaver, Windows, XSLT, Unix
Education
Cornell University 2010 — 2014
Bachelor of Arts, Computer Science
Bridgewater-Raritan High School 2006 — 2010
Kimberly Weeks Kimberly Weeks's StoneCastle Partners, LLC Experience July 2014 - Present
Job Director at StoneCastle Partners, LLC
Industry Financial Services
Experience
StoneCastle Partners, LLC July 2014 - Present
StoneCastle Partners, LLC May 2012 - Present
Shareholder Connections January 2011 - April 2012
Institutional Deposits Corp., LLC July 2007 - December 2010
QwickRate May 2000 - July 2007
QwickRate February 1995 - April 2000
Wachovia, A Wells Fargo Company July 1986 - July 1994
Skills
Banking, Business Development, Capital Markets, Commercial Banking, Commercial Lending, Credit, Executive Management, Financial Analysis, Financial Services, Investments, Loans, Management, Mergers, Mergers, New Business Development, Portfolio Management, Risk Management, Start-ups, Team Building
Education
Kennesaw State University 1998 — 2000
MBA
Kent State University 1981 — 1985
Bachelor of Business Administration, Marketing
StoneCastle Partners, LLC July 2014 - Present
StoneCastle Partners, LLC May 2012 - Present
Shareholder Connections January 2011 - April 2012
Institutional Deposits Corp., LLC July 2007 - December 2010
QwickRate May 2000 - July 2007
QwickRate February 1995 - April 2000
Wachovia, A Wells Fargo Company July 1986 - July 1994
Skills
Banking, Business Development, Capital Markets, Commercial Banking, Commercial Lending, Credit, Executive Management, Financial Analysis, Financial Services, Investments, Loans, Management, Mergers, Mergers, New Business Development, Portfolio Management, Risk Management, Start-ups, Team Building
Education
Kennesaw State University 1998 — 2000
MBA
Kent State University 1981 — 1985
Bachelor of Business Administration, Marketing
Elizabeth Eggers Elizabeth Eggers's StoneCastle Partners, LLC Experience June 2014 - June 2015
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
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
Yan(Jessie) Ou's StoneCastle Partners, LLC Experience August 2015 - Present
Job Capital Market Analyst Intern at StoneCastle Partners, LLC
Industry Financial Services
Experience
StoneCastle Partners, LLC August 2015 - Present
Financial Women's Association August 2015 - Present
Stony Brook University May 2015 - Present
FXCM July 2015 - August 2015
Alpha Capital February 2015 - June 2015
HSBC Commercial Banking June 2012 - August 2012
Skills
Journal Entries, Financial Accounting, Financial Analysis, Strategic Financial..., Internal Audit, Financial Modeling, Access, Corporate Finance, R, SAS Programming, Matlab, Data Analysis, Quantitative Finance, VBA, Financial Services, Project Finance, Positive Discipline, Bloomberg, C++, Statistics, Quantitative Analytics, Risk Management
Education
Stony Brook University 2014 — 2015
Master of Science (M.S.), Applied Mathematics & Statistics, GPA:3.9
Indiana University of Pennsylvania
Bachelor of Science (B.S.), Accounting and Business/Management, 3.7
Southwestern University of Finance and Economics
Bachelor of Science (B.S.)
StoneCastle Partners, LLC August 2015 - Present
Financial Women's Association August 2015 - Present
Stony Brook University May 2015 - Present
FXCM July 2015 - August 2015
Alpha Capital February 2015 - June 2015
HSBC Commercial Banking June 2012 - August 2012
Skills
Journal Entries, Financial Accounting, Financial Analysis, Strategic Financial..., Internal Audit, Financial Modeling, Access, Corporate Finance, R, SAS Programming, Matlab, Data Analysis, Quantitative Finance, VBA, Financial Services, Project Finance, Positive Discipline, Bloomberg, C++, Statistics, Quantitative Analytics, Risk Management
Education
Stony Brook University 2014 — 2015
Master of Science (M.S.), Applied Mathematics & Statistics, GPA:3.9
Indiana University of Pennsylvania
Bachelor of Science (B.S.), Accounting and Business/Management, 3.7
Southwestern University of Finance and Economics
Bachelor of Science (B.S.)
Wenjun Song Wenjun Song's StoneCastle Partners, LLC Experience June 2012 - July 2015
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
StoneCastle Partners, LLC June 2012 - July 2015
Project January 2015 - March 2015
Project September 2014 - December 2014
Project September 2014 - December 2014
Project January 2014 - May 2014
Project September 2013 - December 2013
Optimization Lab September 2008 - June 2010
Education
New York University 2013 — 2015
Master's Degree, Mathematics in Finance, Courant Institute of Mathematical Science, 3.83/4.0
SUNY Stony Brook 2010 — 2012
Master's Degree, Computer Science
J.P. Morgan Asset Management July 2015 - Present
StoneCastle Partners, LLC June 2012 - July 2015
Project January 2015 - March 2015
Project September 2014 - December 2014
Project September 2014 - December 2014
Project January 2014 - May 2014
Project September 2013 - December 2013
Optimization Lab September 2008 - June 2010
Education
New York University 2013 — 2015
Master's Degree, Mathematics in Finance, Courant Institute of Mathematical Science, 3.83/4.0
SUNY Stony Brook 2010 — 2012
Master's Degree, Computer Science
John F Hogan John F Hogan's StoneCastle Partners, LLC Experience February 2007 - August 2009
Job Vice President at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ April 2011 - Present
Baruch College - Continuing and Professional Studies Program April 2010 - Present
StoneCastle Partners, LLC February 2007 - August 2009
JPMorgan Chase December 2005 - January 2007
JPMorgan Chase March 2002 - November 2005
Skills
Portfolio Management, Credit Analysis, Credit, Equities, Finance, Loans, Financial Structuring, Capital Markets, Financial Modeling, Financial Analysis, Investments, Investment Banking, Management, Commodity, Credit Risk, Private Equity, Alternative Investments, Mergers, Underwriting, Financial Risk, Negotiation, Fixed Income, Business Analysis, Risk Management, Analysis, Corporate Finance, Financial Markets, Leveraged Finance, Due Diligence, Asset Managment, Bloomberg, Valuation, Economics, Relationship Management, Competitive Analysis, Commercial Banking, Commercial Lending
Education
Columbia University - Columbia Business School
MBA, Finance
City University of New York-Baruch College
BBA, Accounting
Bank of Tokyo-Mitsubishi UFJ April 2011 - Present
Baruch College - Continuing and Professional Studies Program April 2010 - Present
StoneCastle Partners, LLC February 2007 - August 2009
JPMorgan Chase December 2005 - January 2007
JPMorgan Chase March 2002 - November 2005
Skills
Portfolio Management, Credit Analysis, Credit, Equities, Finance, Loans, Financial Structuring, Capital Markets, Financial Modeling, Financial Analysis, Investments, Investment Banking, Management, Commodity, Credit Risk, Private Equity, Alternative Investments, Mergers, Underwriting, Financial Risk, Negotiation, Fixed Income, Business Analysis, Risk Management, Analysis, Corporate Finance, Financial Markets, Leveraged Finance, Due Diligence, Asset Managment, Bloomberg, Valuation, Economics, Relationship Management, Competitive Analysis, Commercial Banking, Commercial Lending
Education
Columbia University - Columbia Business School
MBA, Finance
City University of New York-Baruch College
BBA, Accounting
Christopher Takacs's StoneCastle Partners, LLC Experience March 2014 - Present
Job Assistant Vice President at StoneCastle Partners, LLC
Industry Marketing and Advertising
Experience
StoneCastle Partners, LLC March 2014 - Present
WSM Communications November 2011 - March 2014
Octagon August 2011 - November 2011
Inspira Marketing Group April 2009 - January 2011
Skills
Sponsorship
Education
Fairfield University 2006 — 2010
BS, Marketing / Management
National University of Ireland
StoneCastle Partners, LLC March 2014 - Present
WSM Communications November 2011 - March 2014
Octagon August 2011 - November 2011
Inspira Marketing Group April 2009 - January 2011
Skills
Sponsorship
Education
Fairfield University 2006 — 2010
BS, Marketing / Management
National University of Ireland
Joshua Siegel's StoneCastle Partners, LLC Experience June 2003 - Present
Job Managing Principal and CEO of StoneCastle Partners, LLC
Industry Financial Services
Experience
StoneCastle Financial Corp November 2013 - Present
StoneCastle Partners LLC June 2003 - Present
Columbia Business School October 2010 - December 2012
Salomon Brothers 1996 - 2003
Sumitomo Bank Ltd. 1994 - 1996
Charterhouse Group, Inc. 1993 - 1994
Sulzer Brothers 1991 - 1993
Skills
Banking, Investment Banking, Private Equity, Structured Finance, CDO, Financial Regulation, Professor of Banking..., Risk Management, Aviation, Leasing, Distressed Debt, Cash Management, Stress Testing, Asset Management, Asset Based Lending, Capital Markets, Capital Management, Entrepreneurship, Entrepreneur, Product Development, Corporate Development, Mergers & Acquisitions
Education
Tulane University - A.B. Freeman School of Business 1991 — 1993
Bachelor of Science (B.S.), Management and Accounting
Tulane University - A.B. Freeman School of Business 1989 — 1993
Accounting and Finance
StoneCastle Financial Corp November 2013 - Present
StoneCastle Partners LLC June 2003 - Present
Columbia Business School October 2010 - December 2012
Salomon Brothers 1996 - 2003
Sumitomo Bank Ltd. 1994 - 1996
Charterhouse Group, Inc. 1993 - 1994
Sulzer Brothers 1991 - 1993
Skills
Banking, Investment Banking, Private Equity, Structured Finance, CDO, Financial Regulation, Professor of Banking..., Risk Management, Aviation, Leasing, Distressed Debt, Cash Management, Stress Testing, Asset Management, Asset Based Lending, Capital Markets, Capital Management, Entrepreneurship, Entrepreneur, Product Development, Corporate Development, Mergers & Acquisitions
Education
Tulane University - A.B. Freeman School of Business 1991 — 1993
Bachelor of Science (B.S.), Management and Accounting
Tulane University - A.B. Freeman School of Business 1989 — 1993
Accounting and Finance
Eric Newhuis's StoneCastle Partners, LLC Experience November 2012 - December 2014
Job CTO at Consumer Transparency, LLC
Industry Information Technology and Services
Experience
Consumer Transparency, LLC June 2015 - Present
Zumur.com January 2015 - May 2015
StoneCastle Partners, LLC November 2012 - December 2014
eCD Market December 2009 - November 2012
Fox River Financial Resources January 2008 - December 2009
ITG Derivatives August 2007 - January 2008
RedSky Financial May 2005 - July 2007
eSignal/FutureSource 2004 - 2005
FutureSource 2000 - 2004
Independent Software Architecture & Practices Consultant 1990 - 2004
Skills
Software Development, Trading Systems, Electronic Trading, Linux, Agile Methodologies, Market Data, Distributed Systems, C++, SQL, Equity Derivatives, Options, Proprietary Trading, Enterprise Architecture, Python, Java, Integration, Test Driven Development, Leadership, Entrepreneurship, Business Model..., C, Ruby, Low Latency, SOA, Perl, C#, Shell Scripting, Software Design, XML, Architectures, Object Oriented Design, Programming, Erlang, HTML scripting, Amazon Web Services..., Lean Startup, Team Leadership, Agile Testing, Coaching, Business Modeling, Futures Trading, Business Model..., XSLT, Visual Basic, Financial Futures, Management, Consulting, SaaS, Unix
Education
University of Illinois at Chicago
Bachelor of Science (BS), Computer Engineering
Consumer Transparency, LLC June 2015 - Present
Zumur.com January 2015 - May 2015
StoneCastle Partners, LLC November 2012 - December 2014
eCD Market December 2009 - November 2012
Fox River Financial Resources January 2008 - December 2009
ITG Derivatives August 2007 - January 2008
RedSky Financial May 2005 - July 2007
eSignal/FutureSource 2004 - 2005
FutureSource 2000 - 2004
Independent Software Architecture & Practices Consultant 1990 - 2004
Skills
Software Development, Trading Systems, Electronic Trading, Linux, Agile Methodologies, Market Data, Distributed Systems, C++, SQL, Equity Derivatives, Options, Proprietary Trading, Enterprise Architecture, Python, Java, Integration, Test Driven Development, Leadership, Entrepreneurship, Business Model..., C, Ruby, Low Latency, SOA, Perl, C#, Shell Scripting, Software Design, XML, Architectures, Object Oriented Design, Programming, Erlang, HTML scripting, Amazon Web Services..., Lean Startup, Team Leadership, Agile Testing, Coaching, Business Modeling, Futures Trading, Business Model..., XSLT, Visual Basic, Financial Futures, Management, Consulting, SaaS, Unix
Education
University of Illinois at Chicago
Bachelor of Science (BS), Computer Engineering
Marc Kutik's StoneCastle Partners, LLC Experience March 2006 - April 2007
Job Senior Managing Director Chief Risk Officer at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation February 2014 - Present
Aozora Bank, Limited July 2013 - Present
Aozora Bank November 2009 - July 2013
Garrison Investment Group April 2007 - June 2009
StoneCastle Partners, LLC March 2006 - April 2007
Forest Investment Management May 2004 - February 2006
Shinsei Bank Limited April 2001 - March 2004
ING - Barings, LLC June 1999 - January 2001
Paine Webber 1992 - 1994
Citibank 1988 - 1989
Skills
Mergers & Acquisitions, Asset Managment, Investments, Fixed Income, Portfolio Management, Asset Management, Equities, Risk Management, Credit, Hedge Funds, Structured Finance, Financial Risk
Education
Boston College - Wallace E. Carroll Graduate School of Management 1980 — 1982
MBA, Finance
Rutgers University-New Brunswick 1975 — 1979
BA, Political Science
ORIX USA Corporation February 2014 - Present
Aozora Bank, Limited July 2013 - Present
Aozora Bank November 2009 - July 2013
Garrison Investment Group April 2007 - June 2009
StoneCastle Partners, LLC March 2006 - April 2007
Forest Investment Management May 2004 - February 2006
Shinsei Bank Limited April 2001 - March 2004
ING - Barings, LLC June 1999 - January 2001
Paine Webber 1992 - 1994
Citibank 1988 - 1989
Skills
Mergers & Acquisitions, Asset Managment, Investments, Fixed Income, Portfolio Management, Asset Management, Equities, Risk Management, Credit, Hedge Funds, Structured Finance, Financial Risk
Education
Boston College - Wallace E. Carroll Graduate School of Management 1980 — 1982
MBA, Finance
Rutgers University-New Brunswick 1975 — 1979
BA, Political Science
Longchuan Liao's StoneCastle Partners, LLC Experience January 2013 - May 2013
Job Intern at MAS
Industry Higher Education
Experience
MAS May 2013 - July 2013
StoneCastle Partners, LLC January 2013 - May 2013
The Learning Lab January 2011 - July 2011
Raffles Institution February 2011 - May 2011
Education
Princeton University 2014 — 2015
Masters in Finance
New York University 2011 — 2014
B.A. in Economics, Minor in Mathematics
Raffles Junior College 2009 — 2010
GCE 'A' Levels
Raffles Girls' School (Secondary) 2005 — 2008
Singapore Chinese Girls' School 2002 — 2004
MAS May 2013 - July 2013
StoneCastle Partners, LLC January 2013 - May 2013
The Learning Lab January 2011 - July 2011
Raffles Institution February 2011 - May 2011
Education
Princeton University 2014 — 2015
Masters in Finance
New York University 2011 — 2014
B.A. in Economics, Minor in Mathematics
Raffles Junior College 2009 — 2010
GCE 'A' Levels
Raffles Girls' School (Secondary) 2005 — 2008
Singapore Chinese Girls' School 2002 — 2004
Louis M. Dubin's StoneCastle Partners, LLC Experience September 2013 - Present
Job Principal & Managing Partner, Redbrick LMD
Industry Real Estate
Experience
Redbrick LMD September 2013 - Present
StoneCastle Partners, LLC September 2013 - Present
LMD Worldwide / Resolution Asset Management (RAM), a subsidiary of Cantor Fitzgerald September 2008 - September 2013
The St. Joe Company (NYSE:JOE) June 2012 - May 2013
The Athena Group August 1993 - September 2008
Resolution Trust Corporation January 1992 - August 1993
The Dubin Companies September 1987 - December 1991
Skills
Land Acquisition, Private Equity, Strategy, Mergers, Joint Ventures, REO, Entitlements, Commercial Real Estate, Venture Capital, Real Estate Economics, Real Estate, Strategic Planning, Leadership, Condos, Corporate Finance, Sellers, Contract Negotiation, Real Estate Development, Entrepreneurship, Mergers & Acquisitions, Structured Finance, Disposition, Portfolio Management, Feasibility Studies, Alternative Investments, Property Management, Corporate Real Estate, Loans, Real Estate Private..., Mixed-use, Land Development, Single Family Homes, Tenant, Shopping Centers, International Real..., Private Placements, Funding, Commercial Mortgages, Appraisals, Affordable Housing, Financial Structuring
Education
American University, Washington College of Law 1984 — 1987
Doctor of Law (JD)
Washington and Lee University 1981 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Redbrick LMD September 2013 - Present
StoneCastle Partners, LLC September 2013 - Present
LMD Worldwide / Resolution Asset Management (RAM), a subsidiary of Cantor Fitzgerald September 2008 - September 2013
The St. Joe Company (NYSE:JOE) June 2012 - May 2013
The Athena Group August 1993 - September 2008
Resolution Trust Corporation January 1992 - August 1993
The Dubin Companies September 1987 - December 1991
Skills
Land Acquisition, Private Equity, Strategy, Mergers, Joint Ventures, REO, Entitlements, Commercial Real Estate, Venture Capital, Real Estate Economics, Real Estate, Strategic Planning, Leadership, Condos, Corporate Finance, Sellers, Contract Negotiation, Real Estate Development, Entrepreneurship, Mergers & Acquisitions, Structured Finance, Disposition, Portfolio Management, Feasibility Studies, Alternative Investments, Property Management, Corporate Real Estate, Loans, Real Estate Private..., Mixed-use, Land Development, Single Family Homes, Tenant, Shopping Centers, International Real..., Private Placements, Funding, Commercial Mortgages, Appraisals, Affordable Housing, Financial Structuring
Education
American University, Washington College of Law 1984 — 1987
Doctor of Law (JD)
Washington and Lee University 1981 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Warren Savich's StoneCastle Partners, LLC Experience January 2015 - February 2015
Job Senior Software Engineer at Consumer Transparency LLC
Industry Computer Software
Experience
Zumur.com February 2015 - Present
StoneCastle Partners, LLC January 2015 - February 2015
eCD Market February 2012 - January 2014
eCD Market November 2010 - February 2012
Kurth Lampe June 2010 - August 2010
Skills
Ruby, Python, SQL, CSS, Erlang, JavaScript, Software Development, Linux, HTML, MySQL, Cisco IOS, Network Design, Customer Support, Unix, Databases, Web Development, Java
Education
DePaul University 2010 — 2014
BS, Information Assurance and Security Engineering
Zumur.com February 2015 - Present
StoneCastle Partners, LLC January 2015 - February 2015
eCD Market February 2012 - January 2014
eCD Market November 2010 - February 2012
Kurth Lampe June 2010 - August 2010
Skills
Ruby, Python, SQL, CSS, Erlang, JavaScript, Software Development, Linux, HTML, MySQL, Cisco IOS, Network Design, Customer Support, Unix, Databases, Web Development, Java
Education
DePaul University 2010 — 2014
BS, Information Assurance and Security Engineering
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY