Strategic Insight
Industry: Capital market company
DescriptionFounded: 1985 Subsidiaries: BrightScope Inc., Investor Economics Inc., FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportStrategic InsightWebsiteDirections Saved (0) Saved Save Association or organization Address: 805 3rd Ave, New York, NY 10022 Phone: (212) 944-4455: : Website: Place name: Category: : : : : Hours: Website: https://www.strategic-i.com/ Category: Association or organization 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.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 Strategic Insight Posting publicly on the Web Write a review Reviews Be the first to review
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Strategic Insight Employees
Employee
Years
Job
Industry
Jamie Maak Jamie Maak's Strategic Insight Experience May 2010 - December 2011
Job MBA Candidate, Class of 2016 at University of Washington, Michael G. Foster School of Business
Industry Retail
Experience
University of Washington, Michael G. Foster School of Business September 2014 - Present
Nordstrom June 2015 - August 2015
Ernst & Young January 2012 - August 2014
Strategic Insight May 2010 - December 2011
Strategic Insight June 2008 - April 2010
Sidley Austin December 2005 - May 2007
Skills
Asset Managment, ETFs, Mutual Funds, Investment Management, Hedge Funds, Alternative Investments, Equities, Investments, Fixed Income, Asset Allocation, Portfolio Management, Securities, Fund Of Funds, Derivatives, Asset Management, Financial Analysis, Emerging Markets, Financial Services, Investment Strategies, Wealth Management, Bloomberg, Analysis, Valuation
Education
University of Pennsylvania 2001 — 2005
Bachelor's Degree, Political Science, History, Economics
Universidad de Sevilla 2004 — 2004
Spanish Language Study, Political Systems in Spain and Latin America
University of Washington, Michael G. Foster School of Business
University of Washington, Michael G. Foster School of Business September 2014 - Present
Nordstrom June 2015 - August 2015
Ernst & Young January 2012 - August 2014
Strategic Insight May 2010 - December 2011
Strategic Insight June 2008 - April 2010
Sidley Austin December 2005 - May 2007
Skills
Asset Managment, ETFs, Mutual Funds, Investment Management, Hedge Funds, Alternative Investments, Equities, Investments, Fixed Income, Asset Allocation, Portfolio Management, Securities, Fund Of Funds, Derivatives, Asset Management, Financial Analysis, Emerging Markets, Financial Services, Investment Strategies, Wealth Management, Bloomberg, Analysis, Valuation
Education
University of Pennsylvania 2001 — 2005
Bachelor's Degree, Political Science, History, Economics
Universidad de Sevilla 2004 — 2004
Spanish Language Study, Political Systems in Spain and Latin America
University of Washington, Michael G. Foster School of Business
Junchao Yu Junchao Yu's Strategic Insight Experience August 2005 - October 2011
Job Technician at Harvard University
Industry Higher Education
Experience
Harvard University May 2013 - Present
Strategic Insight August 2005 - October 2011
Coca-Cola Enterprises July 2001 - September 2001
Education
Stony Brook University 2002 — 2005
Master of Business Administration (M.B.A.), Finance, Accounting, Marketing, Strategy, Statistics, Modeling, Human Resource, etc
Fudan University 1998 — 2002
Bachelor's Degree, Chinese Language and Literature
Fudan University 2000 — 2001
Minor Degree, Law
Harvard University May 2013 - Present
Strategic Insight August 2005 - October 2011
Coca-Cola Enterprises July 2001 - September 2001
Education
Stony Brook University 2002 — 2005
Master of Business Administration (M.B.A.), Finance, Accounting, Marketing, Strategy, Statistics, Modeling, Human Resource, etc
Fudan University 1998 — 2002
Bachelor's Degree, Chinese Language and Literature
Fudan University 2000 — 2001
Minor Degree, Law
Ramona Porime Harvey Ramona Porime Harvey's Strategic Insight Experience September 2001 - December 2003
Job Marketing Research Consultant at Twitter
Industry Internet
Experience
Twitter August 2015 - Present
RHResearch August 2015 - Present
eBay May 2012 - August 2015
San Francisco State University October 2013 - June 2014
Levi Strauss & Co. April 2006 - May 2012
The NPD Group October 2005 - March 2006
ACNielsen April 2004 - September 2005
Strategic Insight September 2001 - December 2003
Skills
Market Research, Competitive Analysis, Marketing Strategy, Retail, consumer insights, marketing research, global insights, Brand Equity, Consumer Product..., Customer Insight, Analysis, Marketing Research, Marketing, Segmentation, Strategy, Product Development, Analytics, Business Development, CRM, Leadership, Brand Development, Business Strategy, Social Media, FMCG, Brand Architecture, Social Media Marketing, Mobile Devices, Brand Management, Market Analysis, Integrated Marketing, E-commerce, Management, Digital Marketing, Cross-functional Team..., Strategic Planning, Data Analysis
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
MBA, Marketing and International Business
Academia de Studii Economice din București 1990 — 1995
Bachelors, Economics
Twitter August 2015 - Present
RHResearch August 2015 - Present
eBay May 2012 - August 2015
San Francisco State University October 2013 - June 2014
Levi Strauss & Co. April 2006 - May 2012
The NPD Group October 2005 - March 2006
ACNielsen April 2004 - September 2005
Strategic Insight September 2001 - December 2003
Skills
Market Research, Competitive Analysis, Marketing Strategy, Retail, consumer insights, marketing research, global insights, Brand Equity, Consumer Product..., Customer Insight, Analysis, Marketing Research, Marketing, Segmentation, Strategy, Product Development, Analytics, Business Development, CRM, Leadership, Brand Development, Business Strategy, Social Media, FMCG, Brand Architecture, Social Media Marketing, Mobile Devices, Brand Management, Market Analysis, Integrated Marketing, E-commerce, Management, Digital Marketing, Cross-functional Team..., Strategic Planning, Data Analysis
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
MBA, Marketing and International Business
Academia de Studii Economice din București 1990 — 1995
Bachelors, Economics
Dorothy Johnson's Strategic Insight Experience May 2005 - March 2009
Job Content Management, Strategy & Development
Industry Online Media
Experience
Good Stories September 2014 - Present
Pappas Group - A DMI Company March 2011 - August 2014
DJDC Creative & Copy March 2008 - March 2011
Strategic Insight May 2005 - March 2009
Imperial Toy Corporation July 2004 - November 2005
Motion Pictures, Network & Agency July 2002 - July 2005
Skills
Content Strategy, Content Management, Copywriting, Creative Direction, Corporate Branding, Event Planning, Social Media Marketing, Campaign Concepting, Screenwriting
Education
Georgetown University 1996 — 2002
Bachelor of Arts, Theology
Good Stories September 2014 - Present
Pappas Group - A DMI Company March 2011 - August 2014
DJDC Creative & Copy March 2008 - March 2011
Strategic Insight May 2005 - March 2009
Imperial Toy Corporation July 2004 - November 2005
Motion Pictures, Network & Agency July 2002 - July 2005
Skills
Content Strategy, Content Management, Copywriting, Creative Direction, Corporate Branding, Event Planning, Social Media Marketing, Campaign Concepting, Screenwriting
Education
Georgetown University 1996 — 2002
Bachelor of Arts, Theology
David Loeb David Loeb's Strategic Insight Experience June 2012 - March 2013
Job Controller at Preferred Home Care of New York
Industry Financial Services
Experience
Preferred Home Care of New York April 2015 - Present
Citizens Financial Group November 2013 - April 2015
Hertz July 2013 - November 2013
American Association of Individual Investors September 2010 - November 2013
Strategic Insight June 2012 - March 2013
Strategic Insight May 2011 - November 2012
Skills
Salesforce.com, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Public Speaking, CRM, Business Development, Financial Services, Marketing, Finance, Account Management, Portfolio Management, Analytics, Mutual Funds, Variance Analysis, Budgets, Budget Forecasts, NetSuite, Microsoft Word, Selling, Financial Analysis, Financial Modeling, Asset Management, Alternative Investments, Hedge Funds, Investment Management, Asset Allocation, Equity Research, Sales
Education
State University of New York at Buffalo - School of Management 2007 — 2010
Bachelors of Science in Business Administration, Finance
Preferred Home Care of New York April 2015 - Present
Citizens Financial Group November 2013 - April 2015
Hertz July 2013 - November 2013
American Association of Individual Investors September 2010 - November 2013
Strategic Insight June 2012 - March 2013
Strategic Insight May 2011 - November 2012
Skills
Salesforce.com, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Public Speaking, CRM, Business Development, Financial Services, Marketing, Finance, Account Management, Portfolio Management, Analytics, Mutual Funds, Variance Analysis, Budgets, Budget Forecasts, NetSuite, Microsoft Word, Selling, Financial Analysis, Financial Modeling, Asset Management, Alternative Investments, Hedge Funds, Investment Management, Asset Allocation, Equity Research, Sales
Education
State University of New York at Buffalo - School of Management 2007 — 2010
Bachelors of Science in Business Administration, Finance
Mike Rosenthal Mike Rosenthal's Strategic Insight Experience 2007 - 2009
Job COO / CFO
Industry Executive Office
Experience
Leaf & Love: Organic, Zero-Sugar Kids Beverages February 2015 - September 2015
Asset International 2013 - 2014
Asset International 2012 - 2013
Asset International 2009 - 2012
Strategic Insight 2007 - 2009
FoundHealth.com 2007 - 2008
Siteler Corporate Car Wash June 2004 - 2007
Handspring / Palm, Inc. January 2001 - January 2004
General Electric August 1995 - June 1998
Skills
Strategy, General Management, Mergers & Acquisitions, Operations Management, Entrepreneurship, Product Management, Competitive Analysis, Marketing Strategy, Managerial Finance, Sales Management, Business Development, Management, Private Equity, Creativity, Board of Directors, P&L Management, Strategic Planning, Financial Services, Consulting, Sales, Corporate Development, Cross-functional Team..., Financial Modeling, Operational Excellence, Strategic Leadership, Change Management
Education
Harvard Business School 1998 — 2000
MBA in General Management, GMAT: 760 (99th Percentile).
Colby College 1991 — 1995
BA, Physics, with Honors and Distinction in the major. Magna cum laude.
Leaf & Love: Organic, Zero-Sugar Kids Beverages February 2015 - September 2015
Asset International 2013 - 2014
Asset International 2012 - 2013
Asset International 2009 - 2012
Strategic Insight 2007 - 2009
FoundHealth.com 2007 - 2008
Siteler Corporate Car Wash June 2004 - 2007
Handspring / Palm, Inc. January 2001 - January 2004
General Electric August 1995 - June 1998
Skills
Strategy, General Management, Mergers & Acquisitions, Operations Management, Entrepreneurship, Product Management, Competitive Analysis, Marketing Strategy, Managerial Finance, Sales Management, Business Development, Management, Private Equity, Creativity, Board of Directors, P&L Management, Strategic Planning, Financial Services, Consulting, Sales, Corporate Development, Cross-functional Team..., Financial Modeling, Operational Excellence, Strategic Leadership, Change Management
Education
Harvard Business School 1998 — 2000
MBA in General Management, GMAT: 760 (99th Percentile).
Colby College 1991 — 1995
BA, Physics, with Honors and Distinction in the major. Magna cum laude.
Andrew Mahan's Strategic Insight Experience December 2014 - Present
Job Database Coordinator at Strategic Insight
Industry Computer Software
Experience
Strategic Insight December 2014 - Present
ViaSat June 2013 - August 2013
Intelligent Software Solutions May 2012 - May 2013
USGS, Lakewood CO June 2011 - August 2011
The Water Company, Pueblo CO June 2010 - August 2010
Skills
JavaScript, Python, Linux, Software Engineering, C++, Algorithms, Ruby, CSS, HTML, SQL, Bash, Technical Writing, Java, Web Development, Matlab, ColdFusion, MongoDB, Operating Systems, Web Services, Eclipse, Windows, Selenium, Programming, Software Development, XML, Hadoop
Education
University of Colorado at Boulder 2012 — 2014
Master of Science (MS), Computer Science
Colorado School of Mines 2008 — 2012
Engineering Physics
Strategic Insight December 2014 - Present
ViaSat June 2013 - August 2013
Intelligent Software Solutions May 2012 - May 2013
USGS, Lakewood CO June 2011 - August 2011
The Water Company, Pueblo CO June 2010 - August 2010
Skills
JavaScript, Python, Linux, Software Engineering, C++, Algorithms, Ruby, CSS, HTML, SQL, Bash, Technical Writing, Java, Web Development, Matlab, ColdFusion, MongoDB, Operating Systems, Web Services, Eclipse, Windows, Selenium, Programming, Software Development, XML, Hadoop
Education
University of Colorado at Boulder 2012 — 2014
Master of Science (MS), Computer Science
Colorado School of Mines 2008 — 2012
Engineering Physics
Jeff Hutton's Strategic Insight Experience July 2000 - Present
Job Senior Research Analyst at Strategic Insight
Industry Financial Services
Experience
Strategic Insight July 2000 - Present
Jeff Hutton Photography 2000 - 2010
Skills
Alternative Investments, Mutual Funds, Data Analysis, Market Research, Investments, Variable Annuities, Retirement
Education
University of Massachusetts, Amherst 1998 — 2000
Bachelor's degree, English Language and Literature/Letters
New York University 1996 — 1997
Strategic Insight July 2000 - Present
Jeff Hutton Photography 2000 - 2010
Skills
Alternative Investments, Mutual Funds, Data Analysis, Market Research, Investments, Variable Annuities, Retirement
Education
University of Massachusetts, Amherst 1998 — 2000
Bachelor's degree, English Language and Literature/Letters
New York University 1996 — 1997
Bryan Martinez-Han Bryan Martinez-Han's Strategic Insight Experience July 2013 - June 2015
Job Mutual Fund Analyst
Industry Investment Management
Experience
AB June 2015 - Present
Strategic Insight July 2013 - June 2015
Investec Asset Management November 2012 - February 2013
Mirae Asset Global Investments Co., Ltd September 2010 - September 2011
YBM Premier Academy July 2009 - June 2010
Skills
Microsoft Excel, Emerging Markets, Microsoft Office, CRM databases, Salesforce.com, VBA, Bloomberg Terminal, Written & Oral..., Public Speaking, Mutual Funds, Equities, Investments, Asset Management, Management, Financial Modeling
Education
State University of New York at Binghamton 2004 — 2009
B.A. Psychology, Leadership
Yonsei University 2008 — 2008
Summer Study Abroad Program, Korean Language
AB June 2015 - Present
Strategic Insight July 2013 - June 2015
Investec Asset Management November 2012 - February 2013
Mirae Asset Global Investments Co., Ltd September 2010 - September 2011
YBM Premier Academy July 2009 - June 2010
Skills
Microsoft Excel, Emerging Markets, Microsoft Office, CRM databases, Salesforce.com, VBA, Bloomberg Terminal, Written & Oral..., Public Speaking, Mutual Funds, Equities, Investments, Asset Management, Management, Financial Modeling
Education
State University of New York at Binghamton 2004 — 2009
B.A. Psychology, Leadership
Yonsei University 2008 — 2008
Summer Study Abroad Program, Korean Language
Crystal Lau Crystal Lau's Strategic Insight Experience January 2010 - October 2014
Job Client Manager / Financial professional in Melbourne, Florida
Industry Financial Services
Experience
Strategic Insight January 2010 - October 2014
Strategic Insight June 2006 - January 2010
Fimat June 2005 - May 2006
Queens Realty June 2004 - May 2005
Skills
Mutual Funds, Asset Management, Competitive Analysis, Analysis, Business Development, Variable Annuities, Alternative Investments, Retirement, Asset Managment, Notary Public, Leadership, Asset Allocation, Securities, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Finance and Investments
Strategic Insight January 2010 - October 2014
Strategic Insight June 2006 - January 2010
Fimat June 2005 - May 2006
Queens Realty June 2004 - May 2005
Skills
Mutual Funds, Asset Management, Competitive Analysis, Analysis, Business Development, Variable Annuities, Alternative Investments, Retirement, Asset Managment, Notary Public, Leadership, Asset Allocation, Securities, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Finance and Investments
Avi Nachmany's Strategic Insight Experience January 1986 - Present
Job CoFounder, Director of Research, E.V.P., Strategic Insight
Industry Investment Management
Experience
Strategic Insight January 1986 - Present
Skills
Mutual Funds, Investment Management, Investments, Alternative Investments, Asset Allocation, Asset Management, ETFs, Hedge Funds, Financial Services, Equities, Asset Managment, Portfolio Management, Investment Strategies, Series 7, Business Intelligence, Financial Advisory, Fixed Income, Equity Research, Securities, Institutional...
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
MBA, Finance
Tel Aviv University 1974 — 1977
B.Sc., Chemistry
Strategic Insight January 1986 - Present
Skills
Mutual Funds, Investment Management, Investments, Alternative Investments, Asset Allocation, Asset Management, ETFs, Hedge Funds, Financial Services, Equities, Asset Managment, Portfolio Management, Investment Strategies, Series 7, Business Intelligence, Financial Advisory, Fixed Income, Equity Research, Securities, Institutional...
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
MBA, Finance
Tel Aviv University 1974 — 1977
B.Sc., Chemistry
Alan W. Hess Alan W. Hess's Strategic Insight Experience September 2010 - Present
Job Research Associate
Industry Financial Services
Experience
Strategic Insight September 2010 - Present
Virginia Auto Auction February 2010 - February 2012
PRIM&R October 2011 - November 2011
Department of Commerce June 2008 - September 2008
Rassias Foundation January 2006 - July 2007
International Hospital for Children March 2007 - May 2007
Wachovia Securities June 2006 - September 2006
Skills
Mutual Funds, Alternative Investments, Asset Managment, Investments, Financial Modeling, Financial Services
Education
Dartmouth College 2005 — 2009
B.A., Economics; Government; German
Collegiate School 1993 — 2005
Strategic Insight September 2010 - Present
Virginia Auto Auction February 2010 - February 2012
PRIM&R October 2011 - November 2011
Department of Commerce June 2008 - September 2008
Rassias Foundation January 2006 - July 2007
International Hospital for Children March 2007 - May 2007
Wachovia Securities June 2006 - September 2006
Skills
Mutual Funds, Alternative Investments, Asset Managment, Investments, Financial Modeling, Financial Services
Education
Dartmouth College 2005 — 2009
B.A., Economics; Government; German
Collegiate School 1993 — 2005
Daniel Enskat Daniel Enskat's Strategic Insight Experience June 2001 - Present
Job Managing Partner at Warren Enskat Group
Industry Financial Services
Experience
Warren Enskat Group July 2013 - Present
Enskat Associates 2012 - Present
BAILA Society 2005 - Present
Strategic Insight June 2001 - Present
Skills
Asset Managment, Strategy, Product Management, Mergers, Regulations, Marketing, Mutual Funds, Alternative Investments, Hedge Funds, Investment Management, Equities, Investments, Emerging Markets, Asset Management, Private Banking, Asset Allocation, Portfolio Management, Investment Strategies, Wealth Management, Business Strategy, Mergers & Acquisitions, Fixed Income, Fund Of Funds, Financial Markets, Venture Capital, Investment Advisory, Financial Services, Derivatives, ETFs, Equity Research, Institutional..., Private Equity, Securities
Education
University of Düsseldorf
Masters, History, International Law, Politics
Warren Enskat Group July 2013 - Present
Enskat Associates 2012 - Present
BAILA Society 2005 - Present
Strategic Insight June 2001 - Present
Skills
Asset Managment, Strategy, Product Management, Mergers, Regulations, Marketing, Mutual Funds, Alternative Investments, Hedge Funds, Investment Management, Equities, Investments, Emerging Markets, Asset Management, Private Banking, Asset Allocation, Portfolio Management, Investment Strategies, Wealth Management, Business Strategy, Mergers & Acquisitions, Fixed Income, Fund Of Funds, Financial Markets, Venture Capital, Investment Advisory, Financial Services, Derivatives, ETFs, Equity Research, Institutional..., Private Equity, Securities
Education
University of Düsseldorf
Masters, History, International Law, Politics
Rita Leytush Rita Leytush's Strategic Insight Experience
Job Senior Managing Director at Strategic Insight an Asset International Company
Industry Financial Services
Experience
Strategic Insight
Skills
Mutual Funds, Asset Managment, Asset Allocation, Equity Research, Alternative Investments, Investment Management, Hedge Funds, ETFs, Asset Management, Fixed Income, Equities, Series 7, Investments
Education
Skidmore College 1994 — 1997
University of Westminster 1995 — 1996
Finance, Politics
Vassar College 1993 — 1993
Ecology, Statistics
Strategic Insight
Skills
Mutual Funds, Asset Managment, Asset Allocation, Equity Research, Alternative Investments, Investment Management, Hedge Funds, ETFs, Asset Management, Fixed Income, Equities, Series 7, Investments
Education
Skidmore College 1994 — 1997
University of Westminster 1995 — 1996
Finance, Politics
Vassar College 1993 — 1993
Ecology, Statistics
Brian Jameson Brian Jameson's Strategic Insight Experience August 2012 - Present
Job Technical Analyst
Industry Information Technology and Services
Experience
Strategic Insight August 2012 - Present
Ross Computer Systems February 2011 - August 2012
MyPublisher December 2009 - January 2011
Skills
SQL, Windows, TCP/IP, Databases, Microsoft SQL Server, Networking, Software Development, Visual Basic, HTML, Windows 7, Web Applications, Operating Systems, Network Administration, Visual Studio, JavaScript, MySQL, Network Security, CSS, Active Directory, DNS, Ubuntu, ASP.NET, PHP, Software Documentation, Microsoft Office, HTML + CSS, Windows Server 2003, Windows Server 2008, Windows XP Professional, Database Administration, Visual Web Developer, C#, Remote Support, CMD, Macro, Gimp, Computer Repair, Web Design, Documentation, jQuery, Quality Assurance, Mac OS X, SQL Server, Web Development, AJAX, .NET, XHTML, FoxPro, Windows Server, OS X
Education
Kaplan University 2008 — 2010
Bachelor of Science: Information Technology, Network Administration, GPA: 4.0
Culinary Institute of America 2002 — 2005
Bachelor's of Baking & Pastry Arts Management, Business Management, GPA: 3.7
Strategic Insight August 2012 - Present
Ross Computer Systems February 2011 - August 2012
MyPublisher December 2009 - January 2011
Skills
SQL, Windows, TCP/IP, Databases, Microsoft SQL Server, Networking, Software Development, Visual Basic, HTML, Windows 7, Web Applications, Operating Systems, Network Administration, Visual Studio, JavaScript, MySQL, Network Security, CSS, Active Directory, DNS, Ubuntu, ASP.NET, PHP, Software Documentation, Microsoft Office, HTML + CSS, Windows Server 2003, Windows Server 2008, Windows XP Professional, Database Administration, Visual Web Developer, C#, Remote Support, CMD, Macro, Gimp, Computer Repair, Web Design, Documentation, jQuery, Quality Assurance, Mac OS X, SQL Server, Web Development, AJAX, .NET, XHTML, FoxPro, Windows Server, OS X
Education
Kaplan University 2008 — 2010
Bachelor of Science: Information Technology, Network Administration, GPA: 4.0
Culinary Institute of America 2002 — 2005
Bachelor's of Baking & Pastry Arts Management, Business Management, GPA: 3.7
Art MacPherson Art MacPherson's Strategic Insight Experience April 2012 - December 2014
Job Financial Services Editor, Writer & Researcher
Industry Financial Services
Experience
Self-Employed December 2014 - Present
Strategic Insight April 2012 - December 2014
Sun Life Financial July 2006 - March 2012
Financial Research Corp. 1999 - 2006
Keyport Life Insurance 1998 - 1999
Eaton Vance 1989 - 1995
Colonial Group 1983 - 1987
Putnam Companies 1980 - 1982
Skills
FINRA Series 6, FINRA Series 26, Research, Mutual Funds, Annuities, Editing, Writing, Strategic Planning, Marketing Strategy, Marketing Communications, Copywriting, Team Building, Investments, Word, Retirement Planning, Vendor Management, Corporate Communications, PowerPoint, Fixed Annuities, Series 6, Series 63, Retirement, Integrated Marketing, Insurance, Asset Allocation, Financial Services, Management, Relationship Management, Project Management, Sales, Marketing, FINRA, Training, Market Research, Securities, Strategic Communications, Journalism
Education
Boston Latin School
Northeastern University
B.A. (Honors), Journalism
Self-Employed December 2014 - Present
Strategic Insight April 2012 - December 2014
Sun Life Financial July 2006 - March 2012
Financial Research Corp. 1999 - 2006
Keyport Life Insurance 1998 - 1999
Eaton Vance 1989 - 1995
Colonial Group 1983 - 1987
Putnam Companies 1980 - 1982
Skills
FINRA Series 6, FINRA Series 26, Research, Mutual Funds, Annuities, Editing, Writing, Strategic Planning, Marketing Strategy, Marketing Communications, Copywriting, Team Building, Investments, Word, Retirement Planning, Vendor Management, Corporate Communications, PowerPoint, Fixed Annuities, Series 6, Series 63, Retirement, Integrated Marketing, Insurance, Asset Allocation, Financial Services, Management, Relationship Management, Project Management, Sales, Marketing, FINRA, Training, Market Research, Securities, Strategic Communications, Journalism
Education
Boston Latin School
Northeastern University
B.A. (Honors), Journalism
Sarah Jayne Stachura Sarah Jayne Stachura's Strategic Insight Experience September 2012 - Present
Job Data Research Analyst at Strategic Insight
Industry Consumer Services
Experience
Strategic Insight September 2012 - Present
ServiceMaster by Griffing July 2009 - August 2012
Times-Tribune, a Times June 2007 - July 2009
SHAMROCK COMMUNICATIONS May 2005 - December 2007
Skills
Microsoft Office, Adobe Creative Suite, Administrative Support, XactWare Claims..., Typing, Feature Writing, Creative Writing, Chronicle Technologies..., Business, Feature Articles, Press Releases, Editing, Storytelling, Public Speaking, Social Media, PowerPoint, AP Style
Education
Marywood University
English MajorLiterature & Broadcast Media
Sacred Heart Jr.-Sr. High School
Strategic Insight September 2012 - Present
ServiceMaster by Griffing July 2009 - August 2012
Times-Tribune, a Times June 2007 - July 2009
SHAMROCK COMMUNICATIONS May 2005 - December 2007
Skills
Microsoft Office, Adobe Creative Suite, Administrative Support, XactWare Claims..., Typing, Feature Writing, Creative Writing, Chronicle Technologies..., Business, Feature Articles, Press Releases, Editing, Storytelling, Public Speaking, Social Media, PowerPoint, AP Style
Education
Marywood University
English MajorLiterature & Broadcast Media
Sacred Heart Jr.-Sr. High School
Laura Marceau Laura Marceau's Strategic Insight Experience September 2013 - Present
Job Staff Associate at Strategic Insight
Industry Military
Experience
Strategic Insight September 2013 - Present
US Navy June 2011 - June 2013
Skills
Military Operations, Military, Navy, Security Clearance, DoD, Military Experience, Defense, Operational Planning, Force Protection, Military Training
Education
State University of New York at Buffalo 2012 — 2014
MLS, Library and Information Science
University of Rochester 2003 — 2007
BA, Geology
Strategic Insight September 2013 - Present
US Navy June 2011 - June 2013
Skills
Military Operations, Military, Navy, Security Clearance, DoD, Military Experience, Defense, Operational Planning, Force Protection, Military Training
Education
State University of New York at Buffalo 2012 — 2014
MLS, Library and Information Science
University of Rochester 2003 — 2007
BA, Geology
Paul Curley, CFA's Strategic Insight Experience June 2008 - Present
Job Director of College Savings Research
Industry Investment Management
Experience
Strategic Insight June 2008 - Present
Strategic Insight 2014 - Present
Boston Security Analysts Society September 2005 - December 2013
Loomis, Sayles & Company August 2005 - June 2008
Columbia Management January 2005 - August 2005
Investors Bank & Trust June 2001 - December 2004
Investa Capital 1997 - 1998
Skills
Mutual Funds, Investments, 529 Plans, Portfolio Management, Research, Report Writing, Asset Management, Conference Management, Conference Speaking, Newsletters, Content Marketing, Survey Research, Custom Projects, Consulting, Business Intelligence, Benchmarking, Fixed Income, College Savings Plans, Financial Services, Competitive Analysis, Leadership, Fundamental Research, Asset Allocation, CFA, Analysis, Investment Management, Product Development, Product Marketing, MBA, Financial Analysis, Market Research, CRM, Client Development, College Funding..., Retirement, Saving for Education, College Funds, Client Relationship..., College Education..., Investment Advisory, Beat Reporting, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MBA
Emory University 1997 — 2001
B.A., Economics, Political Science
Union College 1997 — 1998
Liberal Arts (Transferred to Emory)
Newton South 1993 — 1997
Diploma, Liberal Arts
Strategic Insight June 2008 - Present
Strategic Insight 2014 - Present
Boston Security Analysts Society September 2005 - December 2013
Loomis, Sayles & Company August 2005 - June 2008
Columbia Management January 2005 - August 2005
Investors Bank & Trust June 2001 - December 2004
Investa Capital 1997 - 1998
Skills
Mutual Funds, Investments, 529 Plans, Portfolio Management, Research, Report Writing, Asset Management, Conference Management, Conference Speaking, Newsletters, Content Marketing, Survey Research, Custom Projects, Consulting, Business Intelligence, Benchmarking, Fixed Income, College Savings Plans, Financial Services, Competitive Analysis, Leadership, Fundamental Research, Asset Allocation, CFA, Analysis, Investment Management, Product Development, Product Marketing, MBA, Financial Analysis, Market Research, CRM, Client Development, College Funding..., Retirement, Saving for Education, College Funds, Client Relationship..., College Education..., Investment Advisory, Beat Reporting, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MBA
Emory University 1997 — 2001
B.A., Economics, Political Science
Union College 1997 — 1998
Liberal Arts (Transferred to Emory)
Newton South 1993 — 1997
Diploma, Liberal Arts
Aimei Liao Aimei Liao's Strategic Insight Experience August 2011 - November 2013
Job Accountant at Edward L. Monaco, CPA
Industry Financial Services
Experience
Edward L. Monaco CPA November 2013 - Present
Strategic Insight August 2011 - November 2013
IRS Volunteer Income Tax Assistance, Baruch VITA January 2008 - April 2009
Law Office of Yu & Associates, PLLC July 2008 - December 2008
Morry Cheng, Esq. March 2008 - July 2008
Skills
Simfund, Microsoft Excel, PowerPoint, Microsoft Word, Bilingual, Research, Data Analysis, Accounting, Federal Taxation, Partnership Taxation, Individual Income Tax, Corporate Taxation, Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master of Science (M.S.), Taxation, 3.5
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, Minor in Communication Studies, 3.7
Edward L. Monaco CPA November 2013 - Present
Strategic Insight August 2011 - November 2013
IRS Volunteer Income Tax Assistance, Baruch VITA January 2008 - April 2009
Law Office of Yu & Associates, PLLC July 2008 - December 2008
Morry Cheng, Esq. March 2008 - July 2008
Skills
Simfund, Microsoft Excel, PowerPoint, Microsoft Word, Bilingual, Research, Data Analysis, Accounting, Federal Taxation, Partnership Taxation, Individual Income Tax, Corporate Taxation, Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master of Science (M.S.), Taxation, 3.5
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, Minor in Communication Studies, 3.7
Ariel Livaudais Ariel Livaudais's Strategic Insight Experience August 2008 - December 2010
Job Owner/Proprieter at Brilliant Services
Industry Financial Services
Experience
Hatchery NYC January 2011 - Present
Brilliant Services December 2010 - Present
Setchfield Associates 2012 - 2014
Setchfield Associates 2012 - 2014
Setchfield Associates 2012 - 2014
Strategic Insight August 2008 - December 2010
Craig Hospital October 2003 - June 2008
Skills
Microsoft Excel, Microsoft Office, Event Planning
Education
Colorado Technical University 2009 — 2009
Associates of General Studies, Business Management
University of Phoenix 2001 — 2008
Associate of Science (AS), General
Hatchery NYC January 2011 - Present
Brilliant Services December 2010 - Present
Setchfield Associates 2012 - 2014
Setchfield Associates 2012 - 2014
Setchfield Associates 2012 - 2014
Strategic Insight August 2008 - December 2010
Craig Hospital October 2003 - June 2008
Skills
Microsoft Excel, Microsoft Office, Event Planning
Education
Colorado Technical University 2009 — 2009
Associates of General Studies, Business Management
University of Phoenix 2001 — 2008
Associate of Science (AS), General
Ruthy Pena Ruthy Pena's Strategic Insight Experience September 2000 - January 2006
Job Coordinator at NHL
Industry Sports
Experience
NHL February 2006 - Present
Strategic Insight September 2000 - January 2006
Skills
Research
Education
Hunter College 2002 — 2006
Bachelors, Psychology/Sociology
Fiorello H. LaGuardia
HS, Music
NHL February 2006 - Present
Strategic Insight September 2000 - January 2006
Skills
Research
Education
Hunter College 2002 — 2006
Bachelors, Psychology/Sociology
Fiorello H. LaGuardia
HS, Music
Giampolo Rivera Giampolo Rivera's Strategic Insight Experience April 2011 - August 2012
Job Senior System Specialist at Columbia University
Industry Financial Services
Experience
Columbia University August 2012 - Present
Strategic Insight April 2011 - August 2012
Cantor Fitzgerald September 2007 - September 2009
Federal Reserve Bank of New York July 2004 - September 2007
New York Work Alliance September 2001 - July 2004
Info Technologies, Inc. 2000 - 2001
Skills
Quality Assurance, Data Analysis, Requirements Analysis, SDLC, Team Leadership, Leadership, Analysis, Microsoft SQL Server, SQL, Training, Mutual Funds, Project Management, Troubleshooting, VBA
Education
Stony Brook University 1993 — 2000
BS, Information Systems, Business Mgmt
Newtown High School 1989 — 1993
AAPT
Columbia University August 2012 - Present
Strategic Insight April 2011 - August 2012
Cantor Fitzgerald September 2007 - September 2009
Federal Reserve Bank of New York July 2004 - September 2007
New York Work Alliance September 2001 - July 2004
Info Technologies, Inc. 2000 - 2001
Skills
Quality Assurance, Data Analysis, Requirements Analysis, SDLC, Team Leadership, Leadership, Analysis, Microsoft SQL Server, SQL, Training, Mutual Funds, Project Management, Troubleshooting, VBA
Education
Stony Brook University 1993 — 2000
BS, Information Systems, Business Mgmt
Newtown High School 1989 — 1993
AAPT
Kathleen Barry Kathleen Barry's Strategic Insight Experience October 2008 - January 2013
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte June 2014 - Present
Deloitte January 2013 - June 2014
Strategic Insight October 2008 - January 2013
South Moon Under April 2008 - July 2009
ActioNet, Inc. August 2007 - September 2008
Strategic Insight, Ltd. May 2006 - January 2007
Skills
Workforce Planning, Microsoft Office, Event Planning, Customer Service, Social Media, PowerPoint, Research, Government, Data Analysis, Microsoft Excel, Strategic Planning, Microsoft Word, Data Acquisition, Human Capital, Public Speaking, Program Management, DoD, Training, Policy, Process Improvement, Military, Technical Writing, Analysis, Strategic Communications, Team Building, Leadership Development, Proposal Writing, Project Management, Security Clearance, Government Contracting, Project Planning, Policy Analysis, Risk Management
Education
Longwood University 2003 — 2007
Bachelor of Arts, History
W.T. Woodson HS 1999 — 2003
Deloitte June 2014 - Present
Deloitte January 2013 - June 2014
Strategic Insight October 2008 - January 2013
South Moon Under April 2008 - July 2009
ActioNet, Inc. August 2007 - September 2008
Strategic Insight, Ltd. May 2006 - January 2007
Skills
Workforce Planning, Microsoft Office, Event Planning, Customer Service, Social Media, PowerPoint, Research, Government, Data Analysis, Microsoft Excel, Strategic Planning, Microsoft Word, Data Acquisition, Human Capital, Public Speaking, Program Management, DoD, Training, Policy, Process Improvement, Military, Technical Writing, Analysis, Strategic Communications, Team Building, Leadership Development, Proposal Writing, Project Management, Security Clearance, Government Contracting, Project Planning, Policy Analysis, Risk Management
Education
Longwood University 2003 — 2007
Bachelor of Arts, History
W.T. Woodson HS 1999 — 2003
Mac Grant Mac Grant's Strategic Insight Experience January 2014 - Present
Job Executive Associate at Strategic Insight
Industry Defense & Space
Experience
Strategic Insight January 2014 - Present
Lockheed Martin September 2005 - November 2013
Missile Defense Agency March 2003 - September 2005
Aegis BMD Program July 1997 - March 2003
Skills
DoD, Navy, Security Clearance, Systems Engineering, Defense, Command, Military, Military Operations, Program Management, Government, National Security, Earned Value Management, Integration, Requirements Analysis, Radar, Engineering, Risk Management, Testing, Engineering Management, Requirements Management, C4ISR, Government Contracting, Configuration Management, Defence, Electronic Warfare, Aerospace, Air Force, Tactics, Information Assurance, Military Experience, Space Systems, Operational Planning, Weapons, Proposal Writing, Defence Sector, Top Secret, Intelligence, System Design, SIGINT, Spacecraft, Organizational..., Avionics, Nuclear, Intelligence Analysis, NATO, Satellite, Army, System Architecture, Homeland Security
Education
Defense Acquisition University 1997 — 1997
Naval Postgraduate School 1979 — 1982
Master of Science (MS), Physics
U.S. Naval Academy 1972 — 1976
Bachelor of Science (BS), Thermodynamics
Strategic Insight January 2014 - Present
Lockheed Martin September 2005 - November 2013
Missile Defense Agency March 2003 - September 2005
Aegis BMD Program July 1997 - March 2003
Skills
DoD, Navy, Security Clearance, Systems Engineering, Defense, Command, Military, Military Operations, Program Management, Government, National Security, Earned Value Management, Integration, Requirements Analysis, Radar, Engineering, Risk Management, Testing, Engineering Management, Requirements Management, C4ISR, Government Contracting, Configuration Management, Defence, Electronic Warfare, Aerospace, Air Force, Tactics, Information Assurance, Military Experience, Space Systems, Operational Planning, Weapons, Proposal Writing, Defence Sector, Top Secret, Intelligence, System Design, SIGINT, Spacecraft, Organizational..., Avionics, Nuclear, Intelligence Analysis, NATO, Satellite, Army, System Architecture, Homeland Security
Education
Defense Acquisition University 1997 — 1997
Naval Postgraduate School 1979 — 1982
Master of Science (MS), Physics
U.S. Naval Academy 1972 — 1976
Bachelor of Science (BS), Thermodynamics
Ada Wu Ada Wu's Strategic Insight Experience September 2010 - November 2010
Job Credit Risk Analyst at SunTrust Mortgage
Industry Financial Services
Experience
SunTrust Mortgage November 2011 - Present
Strategic Insight September 2010 - November 2010
Manhattist September 2009 - March 2010
Bank of China Wealth Management July 2008 - September 2008
Skills
SAS, Credit Risk, Fixed Income, Quantitative Analytics, Derivatives, Economics, Econometrics, Risk Management, Equity Research, Data Analysis, Finance, Research
Education
Boston University 2007 — 2009
MA, Economics
University of International Business and Economics 2003 — 2007
BA, Management
SunTrust Mortgage November 2011 - Present
Strategic Insight September 2010 - November 2010
Manhattist September 2009 - March 2010
Bank of China Wealth Management July 2008 - September 2008
Skills
SAS, Credit Risk, Fixed Income, Quantitative Analytics, Derivatives, Economics, Econometrics, Risk Management, Equity Research, Data Analysis, Finance, Research
Education
Boston University 2007 — 2009
MA, Economics
University of International Business and Economics 2003 — 2007
BA, Management
Lindsay E Brutosky's Strategic Insight Experience December 2014 - Present
Job Client Relationship Manager at Strategic Insight
Industry Research
Experience
Strategic Insight December 2014 - Present
Strategic Insight July 2012 - December 2014
Strategic Insight July 2008 - July 2012
Cytec Industries May 2006 - August 2006
State Farm Insurance May 2005 - September 2005
Skills
Research, Project Management, Financial Services, Marketing Communications, Marketing, Business Development, Proofreading, Microsoft Office, Mutual Funds, Business Strategy, Editing, Team Building, Social Networking, Organizational..., Team Coordination, New Business Development, Quality Assurance, Basecamp, Salesforce.com, Client Services, GIMP, Client Service, Website Testing, Mac, Follow Up, Typing, Balsamiq Mockups, Spanish-speaking, OnTime, Simfund, Website Administration, Salesforce.com..., CRM, Management, Strategy, web-based software..., Web-based Software..., Organization Skills, record management, Axosoft, Software Testing, Cross-functional..., Asset Management
Education
Loyola University Maryland 2004 — 2008
BBA, International Business
Amsterdam University of Applied Sciences 2007 — 2007
Study Abroad Program, International Business, Marketing
Pope John XXIII, Sparta, NJ 2000 — 2004
HS Dipolma, Spanish, Latin
Strategic Insight December 2014 - Present
Strategic Insight July 2012 - December 2014
Strategic Insight July 2008 - July 2012
Cytec Industries May 2006 - August 2006
State Farm Insurance May 2005 - September 2005
Skills
Research, Project Management, Financial Services, Marketing Communications, Marketing, Business Development, Proofreading, Microsoft Office, Mutual Funds, Business Strategy, Editing, Team Building, Social Networking, Organizational..., Team Coordination, New Business Development, Quality Assurance, Basecamp, Salesforce.com, Client Services, GIMP, Client Service, Website Testing, Mac, Follow Up, Typing, Balsamiq Mockups, Spanish-speaking, OnTime, Simfund, Website Administration, Salesforce.com..., CRM, Management, Strategy, web-based software..., Web-based Software..., Organization Skills, record management, Axosoft, Software Testing, Cross-functional..., Asset Management
Education
Loyola University Maryland 2004 — 2008
BBA, International Business
Amsterdam University of Applied Sciences 2007 — 2007
Study Abroad Program, International Business, Marketing
Pope John XXIII, Sparta, NJ 2000 — 2004
HS Dipolma, Spanish, Latin
Sicco Westra Sicco Westra's Strategic Insight Experience 2010 - Present
Job Chief Business Development Officer at Giga Solar
Industry Renewables & Environment
Experience
Giga Solar FPC, Inc. October 2012 - Present
Strategic Insight 2010 - Present
Sunfilm AG April 2007 - September 2010
Southwall Technologies September 2003 - March 2007
Southwall Technologies March 2002 - August 2003
Southwall Technologies March 1998 - March 2002
Spectra Physics 1979 - 1990
Skills
Solar Cells, Thin Films, Coatings, Photovoltaics, Solar Energy, Optics, Business Development, Competitive Analysis, Start-ups, Renewable Energy, Business Planning, Management, Cleantech, Energy
Education
Leiden University 1968 — 1978
PhD, Physical Chemistry
Giga Solar FPC, Inc. October 2012 - Present
Strategic Insight 2010 - Present
Sunfilm AG April 2007 - September 2010
Southwall Technologies September 2003 - March 2007
Southwall Technologies March 2002 - August 2003
Southwall Technologies March 1998 - March 2002
Spectra Physics 1979 - 1990
Skills
Solar Cells, Thin Films, Coatings, Photovoltaics, Solar Energy, Optics, Business Development, Competitive Analysis, Start-ups, Renewable Energy, Business Planning, Management, Cleantech, Energy
Education
Leiden University 1968 — 1978
PhD, Physical Chemistry
Daniel Somerset Daniel Somerset's Strategic Insight Experience February 2005 - Present
Job Staff Associate at Strategic Insight
Industry Government Administration
Experience
Strategic Insight February 2005 - Present
Survey Sampling International 2013 - 2014
Survey Sampling International 2013 - 2014
Survey Sampling International 2013 - 2014
Defense Acquisition University 2005 - 2013
Jesuit Volunteer Corps August 2003 - August 2004
Marquette University 1999 - 2003
Skills
PowerPoint, Microsoft Word, Outlook, Strategic Planning, Corporate Communications, Strategic Communications, Web Development, Corporate Branding, Newsletters, Facebook, Program Management, Leadership
Education
Marquette University 1998 — 2003
Bachelor of Arts (B.A.), Journalism
Strategic Insight February 2005 - Present
Survey Sampling International 2013 - 2014
Survey Sampling International 2013 - 2014
Survey Sampling International 2013 - 2014
Defense Acquisition University 2005 - 2013
Jesuit Volunteer Corps August 2003 - August 2004
Marquette University 1999 - 2003
Skills
PowerPoint, Microsoft Word, Outlook, Strategic Planning, Corporate Communications, Strategic Communications, Web Development, Corporate Branding, Newsletters, Facebook, Program Management, Leadership
Education
Marquette University 1998 — 2003
Bachelor of Arts (B.A.), Journalism
Lacey Sladky, MS Lacey Sladky, MS's Strategic Insight Experience 2006 - 2010
Job Director of Strategic Communications at ReefPoint Group and StaffSked
Industry Management Consulting
Experience
ReefPoint Group April 2014 - Present
TeleCommunication Systems August 2012 - April 2014
HomeWorks - Collaborate, Coach, Contract, LLC January 2011 - August 2012
Sayres and Associates, Corp. 2010 - 2011
Strategic Insight 2006 - 2010
United States Naval Academy 2003 - 2005
US Navy 1998 - 2005
US Navy 2001 - 2003
US Navy 1999 - 2001
US Navy 1998 - 1999
Skills
Navy, Military, Security Clearance, DoD, Operational Planning, Program Management, Defense, Government, National Security, Military Operations, Military Experience, Strategic Planning, Government Contracting, Command, Leadership, Process Improvement, Leadership Development, Team Leadership, Systems Engineering, Team Building, Top Secret, Project Management, Intelligence, Proposal Writing, Organizational..., Intelligence Analysis, Analysis
Education
United States Naval Academy 1994 — 1998
BS, Political Science; Minor in Spanish Language
University of San Diego School of Business Administration 2008 — 2010
Master’s Degree, Master of Science in Global Leadership
ReefPoint Group April 2014 - Present
TeleCommunication Systems August 2012 - April 2014
HomeWorks - Collaborate, Coach, Contract, LLC January 2011 - August 2012
Sayres and Associates, Corp. 2010 - 2011
Strategic Insight 2006 - 2010
United States Naval Academy 2003 - 2005
US Navy 1998 - 2005
US Navy 2001 - 2003
US Navy 1999 - 2001
US Navy 1998 - 1999
Skills
Navy, Military, Security Clearance, DoD, Operational Planning, Program Management, Defense, Government, National Security, Military Operations, Military Experience, Strategic Planning, Government Contracting, Command, Leadership, Process Improvement, Leadership Development, Team Leadership, Systems Engineering, Team Building, Top Secret, Project Management, Intelligence, Proposal Writing, Organizational..., Intelligence Analysis, Analysis
Education
United States Naval Academy 1994 — 1998
BS, Political Science; Minor in Spanish Language
University of San Diego School of Business Administration 2008 — 2010
Master’s Degree, Master of Science in Global Leadership
Qianlei Meng Qianlei Meng's Strategic Insight Experience March 2015 - Present
Job Jr Research Analyst
Industry Financial Services
Experience
Strategic Insight March 2015 - Present
Strategic Insight July 2014 - March 2015
Bigelow Nurseries January 2014 - April 2014
Citi February 2012 - June 2012
Skills
Finance, Mathematics, Statistics, Fixed Income, Microsoft Excel, VBA, Matlab, Econometrics, Quantitative Finance, Valuation, SAS, Derivatives, Financial Modeling, Quantitative Analytics, Banking
Education
Clark University 2012 — 2014
Master of Science (MS), Finance
Shenzhen University 2008 — 2012
Bachelor of Science (BS), Applied Mathematics
Shenzhen Middle School 2005 — 2008
Strategic Insight March 2015 - Present
Strategic Insight July 2014 - March 2015
Bigelow Nurseries January 2014 - April 2014
Citi February 2012 - June 2012
Skills
Finance, Mathematics, Statistics, Fixed Income, Microsoft Excel, VBA, Matlab, Econometrics, Quantitative Finance, Valuation, SAS, Derivatives, Financial Modeling, Quantitative Analytics, Banking
Education
Clark University 2012 — 2014
Master of Science (MS), Finance
Shenzhen University 2008 — 2012
Bachelor of Science (BS), Applied Mathematics
Shenzhen Middle School 2005 — 2008
Starlin Cruz's Strategic Insight Experience December 2014 - Present
Job Lead Research Analyst at Strategic Insight
Industry Financial Services
Experience
Strategic Insight December 2014 - Present
Strategic Insight November 2013 - November 2014
Infovest21 LLC June 2011 - October 2013
Skills
Marketing, Social Media, Data Analysis, Research, Investment Management, Analytics, Market Research, Microsoft Office, Information Technology, HTML, Database Management, Email Marketing, Seminar Marketing, Events Coordination, Constant Contact, FileMaker, SurveyMonkey, Mutual Funds
Education
Baruch College 2010 — 2013
Bachelor of Business Administration (BBA), Major: Marketing; Minor: Information Technology & Social Responsibility
CUNY New York City College of Technology 2008 — 2010
Marketing/Marketing Management, General
Strategic Insight December 2014 - Present
Strategic Insight November 2013 - November 2014
Infovest21 LLC June 2011 - October 2013
Skills
Marketing, Social Media, Data Analysis, Research, Investment Management, Analytics, Market Research, Microsoft Office, Information Technology, HTML, Database Management, Email Marketing, Seminar Marketing, Events Coordination, Constant Contact, FileMaker, SurveyMonkey, Mutual Funds
Education
Baruch College 2010 — 2013
Bachelor of Business Administration (BBA), Major: Marketing; Minor: Information Technology & Social Responsibility
CUNY New York City College of Technology 2008 — 2010
Marketing/Marketing Management, General
Joseph Rivera's Strategic Insight Experience July 2000 - July 2011
Job Digital. Design. Dance. Dream.
Industry Online Media
Experience
Bailando Por Una Causa January 2015 - Present
BAILA Society August 2005 - Present
Asset International July 2011 - December 2014
Strategic Insight July 2000 - July 2011
Fabric Interactive January 2004 - January 2008
Merrill Lynch May 1999 - August 1999
The Boys' Club of New York June 1998 - August 1998
Skills
Email Marketing, Social Media Marketing, User Experience, Digital Strategy, Social Media, Marketing Strategy, Strategy, CRM, Product Management, Project Management, New Business Development, Entrepreneurship, Product Development, Graphic Design, E-commerce, Online Marketing, Advertising, Web Technologies, Website Development, Web Content Management, Event Planning, Mobile Applications, Team Building, Mobile Advertising, Sports Coaching, Online Advertising, Non-profit Leadership, Non-profit Board..., Non-profit Development
Education
Georgetown University - The McDonough School of Business 1996 — 2000
BSBA
The Hotchkiss School 1993 — 1996
Cardigan Mountain School 1988 — 1992
Bailando Por Una Causa January 2015 - Present
BAILA Society August 2005 - Present
Asset International July 2011 - December 2014
Strategic Insight July 2000 - July 2011
Fabric Interactive January 2004 - January 2008
Merrill Lynch May 1999 - August 1999
The Boys' Club of New York June 1998 - August 1998
Skills
Email Marketing, Social Media Marketing, User Experience, Digital Strategy, Social Media, Marketing Strategy, Strategy, CRM, Product Management, Project Management, New Business Development, Entrepreneurship, Product Development, Graphic Design, E-commerce, Online Marketing, Advertising, Web Technologies, Website Development, Web Content Management, Event Planning, Mobile Applications, Team Building, Mobile Advertising, Sports Coaching, Online Advertising, Non-profit Leadership, Non-profit Board..., Non-profit Development
Education
Georgetown University - The McDonough School of Business 1996 — 2000
BSBA
The Hotchkiss School 1993 — 1996
Cardigan Mountain School 1988 — 1992
Brittany Keppel's Strategic Insight Experience January 2012 - July 2013
Job Office Manager at Bluecore
Industry Computer Software
Experience
Bluecore September 2014 - January 2015
Makerbot Industries July 2013 - February 2014
Strategic Insight January 2012 - July 2013
Coach, Inc June 2006 - December 2012
Skills
Reading proficient in..., Experience with..., Leadership skills, Microsoft Office, Research, Customer Service, Promotions, Event Planning, Leadership, Outlook, Marketing, Sales, Public Speaking, Social Networking, PowerPoint, Microsoft Word, Nonprofits
Education
Howard University 2005 — 2009
Bachelor of Arts, Classical Civilizations; Egyptology
Bluecore September 2014 - January 2015
Makerbot Industries July 2013 - February 2014
Strategic Insight January 2012 - July 2013
Coach, Inc June 2006 - December 2012
Skills
Reading proficient in..., Experience with..., Leadership skills, Microsoft Office, Research, Customer Service, Promotions, Event Planning, Leadership, Outlook, Marketing, Sales, Public Speaking, Social Networking, PowerPoint, Microsoft Word, Nonprofits
Education
Howard University 2005 — 2009
Bachelor of Arts, Classical Civilizations; Egyptology
Andrew Rodriguez Andrew Rodriguez's Strategic Insight Experience November 2010 - June 2014
Job Senior Software Developer at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP November 2014 - Present
CLSA Americas June 2014 - October 2014
Strategic Insight November 2010 - June 2014
Dexter Systems, Inc January 1997 - November 2010
Skills
Silverlight, WPF, Microsoft SQL Server, LINQ, C#, Entity Framework, VSS, ASP.NET, Web Applications, ASP.NET MVC, .NET, AJAX, CSS, Databases, Flex, HTML, IIS, JavaScript, MVC, MySQL, SQL, SSIS, Software Development, Visual Studio, WCF, XML, jQuery
Education
New York University - Polytechnic School of Engineering
CT, Software Engineering
Saint John's University
BS, Computer Science
Bloomberg LP November 2014 - Present
CLSA Americas June 2014 - October 2014
Strategic Insight November 2010 - June 2014
Dexter Systems, Inc January 1997 - November 2010
Skills
Silverlight, WPF, Microsoft SQL Server, LINQ, C#, Entity Framework, VSS, ASP.NET, Web Applications, ASP.NET MVC, .NET, AJAX, CSS, Databases, Flex, HTML, IIS, JavaScript, MVC, MySQL, SQL, SSIS, Software Development, Visual Studio, WCF, XML, jQuery
Education
New York University - Polytechnic School of Engineering
CT, Software Engineering
Saint John's University
BS, Computer Science
Eric Vega Eric Vega's Strategic Insight Experience July 2015 - Present
Job Research Analyst at Strategic Insight
Industry Financial Services
Experience
Strategic Insight July 2015 - Present
Strategic Insight June 2014 - July 2015
Infovest21 LLC October 2013 - June 2014
Union College (Records Office) September 2009 - June 2012
Merrill Lynch January 2012 - March 2012
Skills
Stata, Eviews, PowerPoint, Microsoft Word, Microsoft Excel, Research, Data Analysis, Social Media, Microsoft Office, Economics, Spanish, Higher Education, Time Management, Critical Thinking, Fundraising, SPSS, Customer Service, Community Outreach
Education
Union College 2009 — 2012
Bachelor of Arts (B.A.), Economics
Ithaca College 2008 — 2009
Coursework in Economics
High school for enterprise, business and technology 2004 — 2008
Strategic Insight July 2015 - Present
Strategic Insight June 2014 - July 2015
Infovest21 LLC October 2013 - June 2014
Union College (Records Office) September 2009 - June 2012
Merrill Lynch January 2012 - March 2012
Skills
Stata, Eviews, PowerPoint, Microsoft Word, Microsoft Excel, Research, Data Analysis, Social Media, Microsoft Office, Economics, Spanish, Higher Education, Time Management, Critical Thinking, Fundraising, SPSS, Customer Service, Community Outreach
Education
Union College 2009 — 2012
Bachelor of Arts (B.A.), Economics
Ithaca College 2008 — 2009
Coursework in Economics
High school for enterprise, business and technology 2004 — 2008
Aaron Halstead Aaron Halstead's Strategic Insight Experience March 2004 - September 2007
Job Engineer at CACI International Inc
Industry Program Development
Experience
Losing coverage at CACI International Inc November 2013 - Present
CACI International Inc October 2007 - October 2013
Military Sealift Command October 2007 - November 2011
Strategic Insight March 2004 - September 2007
United States Navy February 2002 - February 2004
KMA One September 2001 - January 2002
United States Navy May 1993 - April 2000
Skills
PowerPoint, Excel, Word, Visio, MS Project, Risk Management, Scheduling, Configuration Management, Program Management, Process Improvement, Navy, Security Clearance, Change Management, Databases, Military, Software Documentation, DoD, Government, Earned Value Management, Requirements Analysis, Requirements Management, Military Operations, Electronic Warfare, Military Experience, Business Analysis, Microsoft Excel, SharePoint, Quality Assurance, Intelligence, Leadership
Education
University at Buffalo 1997 — 2001
BS, Mechanical Engineering
University at Buffalo 1997 — 2001
BS Degree , Mechanical Engineering
Losing coverage at CACI International Inc November 2013 - Present
CACI International Inc October 2007 - October 2013
Military Sealift Command October 2007 - November 2011
Strategic Insight March 2004 - September 2007
United States Navy February 2002 - February 2004
KMA One September 2001 - January 2002
United States Navy May 1993 - April 2000
Skills
PowerPoint, Excel, Word, Visio, MS Project, Risk Management, Scheduling, Configuration Management, Program Management, Process Improvement, Navy, Security Clearance, Change Management, Databases, Military, Software Documentation, DoD, Government, Earned Value Management, Requirements Analysis, Requirements Management, Military Operations, Electronic Warfare, Military Experience, Business Analysis, Microsoft Excel, SharePoint, Quality Assurance, Intelligence, Leadership
Education
University at Buffalo 1997 — 2001
BS, Mechanical Engineering
University at Buffalo 1997 — 2001
BS Degree , Mechanical Engineering
Joe Chiaravallotti's Strategic Insight Experience October 2008 - Present
Job General Associate
Industry Defense & Space
Experience
Strategic Insight October 2008 - Present
USA Warriors Ice Hockey October 2011 - November 2012
Chief of Naval Operations Staff (OPNAV N86) 2005 - 2008
USS CARNEY (DDG 64) March 2004 - November 2005
Chief of Naval Operations Staff (OPNAV N76) March 2002 - August 2003
Commander, Destroyer Squadron FOURTEEN 2000 - 2002
US Navy 1987 - 2000
Skills
Team Leadership, Acquisition Analysis, Defense Industry, Navy, Military, DoD, Command, National Security, Security Clearance, Operational Planning, Defense, Strategic Studies, Strategic Planning, Team Building, Military Operations, Leadership, Electronic Warfare, Defence, Government, Earned Value Management, Program Management, Business Valuation, Top Secret, Analysis, Logistics, Weapons, Defence Sector, Project Planning, Systems Engineering, Intelligence, Military Experience, Government Contracting, Tactics, Homeland Security, Intelligence Analysis, Interagency Coordination
Education
Naval Postgraduate School 2001 — 2003
MA, National Security / Foreign Policy
Stockton State College 1981 — 1985
BA, Fine Art
Strategic Insight October 2008 - Present
USA Warriors Ice Hockey October 2011 - November 2012
Chief of Naval Operations Staff (OPNAV N86) 2005 - 2008
USS CARNEY (DDG 64) March 2004 - November 2005
Chief of Naval Operations Staff (OPNAV N76) March 2002 - August 2003
Commander, Destroyer Squadron FOURTEEN 2000 - 2002
US Navy 1987 - 2000
Skills
Team Leadership, Acquisition Analysis, Defense Industry, Navy, Military, DoD, Command, National Security, Security Clearance, Operational Planning, Defense, Strategic Studies, Strategic Planning, Team Building, Military Operations, Leadership, Electronic Warfare, Defence, Government, Earned Value Management, Program Management, Business Valuation, Top Secret, Analysis, Logistics, Weapons, Defence Sector, Project Planning, Systems Engineering, Intelligence, Military Experience, Government Contracting, Tactics, Homeland Security, Intelligence Analysis, Interagency Coordination
Education
Naval Postgraduate School 2001 — 2003
MA, National Security / Foreign Policy
Stockton State College 1981 — 1985
BA, Fine Art
Ferdinand Torres-Leon Ferdinand Torres-Leon's Strategic Insight Experience October 2008 - January 2013
Job Management Analyst, Warfare Integration, N9I
Industry Government Administration
Experience
Warfare Integration, N9IB January 2013 - Present
Strategic Insight October 2008 - January 2013
Education
University of Maryland University College 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Warfare Integration, N9IB January 2013 - Present
Strategic Insight October 2008 - January 2013
Education
University of Maryland University College 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Paul Garaud's Strategic Insight Experience November 2013 - August 2015
Job Senior Data Analyst at sovrn
Industry Research
Experience
sovrn Holdings, Inc. September 2015 - Present
Strategic Insight November 2013 - August 2015
Policy Exchange 2012 - 2013
Manhattan GMAT 2007 - 2009
Skills
Python, R, SQL, VBA, Statistics, Quantitative Research, Econometric Modeling, Statistical Data..., Quantitative Analytics, Econometrics, Economics, Labor Economics, Policy Analysis, Economic Research, Macroeconomics, SQL Server 2012, Stata, Test Driven Development, JavaScript, D3.js, Hive, Bash, Hadoop, Tableau
Education
City University of New York 2014 — 2017
Master's Degree, Data Analytics
London School of Economics and Political Science 2010 — 2012
MSc, Economics
New York University 2004 — 2006
BA, Political Science
University of Chicago 2002 — 2004
Deerfield Academy
sovrn Holdings, Inc. September 2015 - Present
Strategic Insight November 2013 - August 2015
Policy Exchange 2012 - 2013
Manhattan GMAT 2007 - 2009
Skills
Python, R, SQL, VBA, Statistics, Quantitative Research, Econometric Modeling, Statistical Data..., Quantitative Analytics, Econometrics, Economics, Labor Economics, Policy Analysis, Economic Research, Macroeconomics, SQL Server 2012, Stata, Test Driven Development, JavaScript, D3.js, Hive, Bash, Hadoop, Tableau
Education
City University of New York 2014 — 2017
Master's Degree, Data Analytics
London School of Economics and Political Science 2010 — 2012
MSc, Economics
New York University 2004 — 2006
BA, Political Science
University of Chicago 2002 — 2004
Deerfield Academy
Jag Alexeyev's Strategic Insight Experience May 1993 - April 2014
Job Investments and sustainability | Impactvesting founder
Industry Financial Services
Experience
Impactvesting LLC May 2014 - Present
Fossil Free Indexes LLC December 2014 - Present
Strategic Insight May 1993 - April 2014
UNCTAD 1991 - 1993
Skills
Asset Management, Alternative Investments, Mutual Funds, Hedge Funds, Investment Management, Asset Managment, Equities, Institutional..., Fund Of Funds, Sustainability, Impact Investing, Strategy, Financial Services, Global Management, Management Consulting, Private Equity, Wealth Management, Executive Management, Product Innovation
Education
Harvard University 1986 — 1990
Bachelor's degree, Economics, magna cum laude
London School of Economics and Political Science 1990 — 1991
Master of Science (M.Sc.), Politics of the World Economy - International Relations, with Distinction
Impactvesting LLC May 2014 - Present
Fossil Free Indexes LLC December 2014 - Present
Strategic Insight May 1993 - April 2014
UNCTAD 1991 - 1993
Skills
Asset Management, Alternative Investments, Mutual Funds, Hedge Funds, Investment Management, Asset Managment, Equities, Institutional..., Fund Of Funds, Sustainability, Impact Investing, Strategy, Financial Services, Global Management, Management Consulting, Private Equity, Wealth Management, Executive Management, Product Innovation
Education
Harvard University 1986 — 1990
Bachelor's degree, Economics, magna cum laude
London School of Economics and Political Science 1990 — 1991
Master of Science (M.Sc.), Politics of the World Economy - International Relations, with Distinction
Jared Diamond Jared Diamond's Strategic Insight Experience September 2012 - June 2013
Job Analyst at BNP Paribas, Investment Banking
Industry Financial Services
Experience
BNP Paribas June 2013 - Present
Strategic Insight September 2012 - June 2013
Grail Partners LLC June 2012 - August 2012
Monster Energy Drink August 2010 - June 2011
Bridgewater Associates June 2010 - August 2010
Skills
Valuation, Fixed Income, Equity Research, Asset Managment, Due Diligence, Financial Modeling, Financial Analysis, Microsoft Excel, Finance, Investments, Accounting, PowerPoint, Equities, Corporate Finance, Market Research, Portfolio Management, Microsoft Office, Microsoft Word, Research, Asset Management, Investment Banking
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science, Finance
BNP Paribas June 2013 - Present
Strategic Insight September 2012 - June 2013
Grail Partners LLC June 2012 - August 2012
Monster Energy Drink August 2010 - June 2011
Bridgewater Associates June 2010 - August 2010
Skills
Valuation, Fixed Income, Equity Research, Asset Managment, Due Diligence, Financial Modeling, Financial Analysis, Microsoft Excel, Finance, Investments, Accounting, PowerPoint, Equities, Corporate Finance, Market Research, Portfolio Management, Microsoft Office, Microsoft Word, Research, Asset Management, Investment Banking
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science, Finance
Kara Lazar Kara Lazar's Strategic Insight Experience May 2012 - August 2012
Job Manager at Delivery Express
Industry Accounting
Experience
Delivery Express September 2013 - Present
Jerry Remy's on the Seaport May 2013 - August 2013
Strategic Insight May 2012 - August 2012
Local 149 May 2011 - January 2012
Skills
Microsoft Office, EDGAR filings, Microsoft Excel, TIPS Certified, Financial Accounting, Financial Modeling, Time Management, Hospitality, Economics, Public Speaking, Critical Thinking, Auditing, Team Leadership, Data Entry, Telephone Skills, Financial Reporting, Process Improvement, Sales, Marketing
Education
Isenberg School of Management, UMass Amherst 2014 — 2015
Master of Science (M.S.), Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 3.602
Boston Latin Academy 2006 — 2010
HS Diploma, College Preparatory
Delivery Express September 2013 - Present
Jerry Remy's on the Seaport May 2013 - August 2013
Strategic Insight May 2012 - August 2012
Local 149 May 2011 - January 2012
Skills
Microsoft Office, EDGAR filings, Microsoft Excel, TIPS Certified, Financial Accounting, Financial Modeling, Time Management, Hospitality, Economics, Public Speaking, Critical Thinking, Auditing, Team Leadership, Data Entry, Telephone Skills, Financial Reporting, Process Improvement, Sales, Marketing
Education
Isenberg School of Management, UMass Amherst 2014 — 2015
Master of Science (M.S.), Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 3.602
Boston Latin Academy 2006 — 2010
HS Diploma, College Preparatory
Eric Sternberg Eric Sternberg's Strategic Insight Experience June 2009 - March 2010
Job Account Manager, US iShares Institutional Sales at BlackRock
Industry Financial Services
Experience
BlackRock August 2015 - Present
BlackRock November 2013 - July 2015
BlackRock November 2010 - October 2013
Strategic Insight June 2009 - March 2010
TradeChile 2008 - 2008
Polen Capital Management 2005 - 2006
Skills
Business Development, Equities, Finance, Valuation, Portfolio Management, Fixed Income, Capital Markets, Asset Management
Education
University of Pennsylvania 2006 — 2010
BA, Political Science, Hispanic Studies
BlackRock August 2015 - Present
BlackRock November 2013 - July 2015
BlackRock November 2010 - October 2013
Strategic Insight June 2009 - March 2010
TradeChile 2008 - 2008
Polen Capital Management 2005 - 2006
Skills
Business Development, Equities, Finance, Valuation, Portfolio Management, Fixed Income, Capital Markets, Asset Management
Education
University of Pennsylvania 2006 — 2010
BA, Political Science, Hispanic Studies
Cherelle Jeudy's Strategic Insight Experience May 2005 - January 2006
Job Owner, Cherelle Jeudy Creative Communication
Industry Writing and Editing
Experience
Cherelle Jeudy Creative Communication May 2014 - Present
Creative Synergy Solutions, Inc. January 2007 - Present
Advanced Engineering Design, Inc. January 2007 - December 2012
DfR Solutions January 2006 - November 2006
Strategic Insight May 2005 - January 2006
Transwestern Commercial Services September 2001 - April 2005
Horning Brothers June 1999 - August 2001
Skills
PowerPoint, Program Management, Project Management, Event Planning, Human Resources, Office Administration, Presentation Development, Research, Marketing Research, Online Research, Writing, Creative Writing, Copywriting
Education
University of Maryland University College 1999 — 2001
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Morgan State University 1995 — 1998
Business, Management, Marketing, and Related Support Services
Friendly High School 1991 — 1995
High School, General Studies
Cherelle Jeudy Creative Communication May 2014 - Present
Creative Synergy Solutions, Inc. January 2007 - Present
Advanced Engineering Design, Inc. January 2007 - December 2012
DfR Solutions January 2006 - November 2006
Strategic Insight May 2005 - January 2006
Transwestern Commercial Services September 2001 - April 2005
Horning Brothers June 1999 - August 2001
Skills
PowerPoint, Program Management, Project Management, Event Planning, Human Resources, Office Administration, Presentation Development, Research, Marketing Research, Online Research, Writing, Creative Writing, Copywriting
Education
University of Maryland University College 1999 — 2001
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Morgan State University 1995 — 1998
Business, Management, Marketing, and Related Support Services
Friendly High School 1991 — 1995
High School, General Studies
Christopher Pai Christopher Pai's Strategic Insight Experience January 2011 - July 2014
Job M&A Operations Finance Leadership Development Program Associate Corporate Development at IBM
Industry Financial Services
Experience
IBM June 2015 - Present
Strategic Insight January 2011 - July 2014
Strategic Insight February 2009 - June 2014
Strategic Insight February 2009 - January 2011
Strategic Insight June 2008 - February 2009
Zeus Securities January 2007 - January 2008
Ameriprise Financial Services, Inc. June 2006 - January 2007
Skills
Alternative Investments, Asset Management, Mutual Funds, Investment Management, Equities, Management, Asset Allocation, Fixed Income, Financial Services, Statistics, Portfolio Management, Series 7, Applied Mathematics, Asset Managment, Equity Research, Enterprise Valuation, Financial Modeling, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Managerial Finance
Stony Brook University - College of Engineering & Applied Sciences
Bachelor of Science (BS), Applied Mathematics & Statistics, Bachelor of Arts (BA), Economics
Brandeis University
IBM June 2015 - Present
Strategic Insight January 2011 - July 2014
Strategic Insight February 2009 - June 2014
Strategic Insight February 2009 - January 2011
Strategic Insight June 2008 - February 2009
Zeus Securities January 2007 - January 2008
Ameriprise Financial Services, Inc. June 2006 - January 2007
Skills
Alternative Investments, Asset Management, Mutual Funds, Investment Management, Equities, Management, Asset Allocation, Fixed Income, Financial Services, Statistics, Portfolio Management, Series 7, Applied Mathematics, Asset Managment, Equity Research, Enterprise Valuation, Financial Modeling, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Managerial Finance
Stony Brook University - College of Engineering & Applied Sciences
Bachelor of Science (BS), Applied Mathematics & Statistics, Bachelor of Arts (BA), Economics
Brandeis University
Stan V. Gogev's Strategic Insight Experience September 2013 - Present
Job
Industry Financial Services
Experience
Strategic Insight September 2013 - Present
US Trust March 2010 - October 2012
Barclays Global Investors (acquired by BlackRock) 2007 - 2009
Merrill Lynch September 2004 - November 2007
Skills
Sub-Advisory Products, Investment Strategies, Mutual Funds, Manager Selection, Due Diligence, Portfolio Management, Asset Allocation, Investments, Alternative Investments, Equity Research, ETFs, Wealth Management, Separately Managed..., Performance Attribution, FactSet, Bloomberg Terminal, Morningstar, Asset Management, Equities, Investment Management, Fixed Income
Education
NYU School of Professional Studies
CFA Institute
CFA
Fordham Gabelli School of Business 2003 — 2006
MBA
New Bulgarian University
Bachelor’s Degree
Strategic Insight September 2013 - Present
US Trust March 2010 - October 2012
Barclays Global Investors (acquired by BlackRock) 2007 - 2009
Merrill Lynch September 2004 - November 2007
Skills
Sub-Advisory Products, Investment Strategies, Mutual Funds, Manager Selection, Due Diligence, Portfolio Management, Asset Allocation, Investments, Alternative Investments, Equity Research, ETFs, Wealth Management, Separately Managed..., Performance Attribution, FactSet, Bloomberg Terminal, Morningstar, Asset Management, Equities, Investment Management, Fixed Income
Education
NYU School of Professional Studies
CFA Institute
CFA
Fordham Gabelli School of Business 2003 — 2006
MBA
New Bulgarian University
Bachelor’s Degree
Michael Ye Michael Ye's Strategic Insight Experience July 2014 - Present
Job Jr. Database Developer at Strategic Insight
Industry Computer Software
Experience
Strategic Insight July 2014 - Present
Pearson North America June 2013 - August 2013
NYU-Poly General Engineering Class June 2011 - May 2013
The British International School of New York June 2012 - August 2012
Skills
Java, Python, C++, Labview, MySQL, Databases, HTML, JavaScript, Relational Databases, Microsoft SQL Server, T-SQL, PostgreSQL, C#, VBScript, CSS
Education
New York University - Polytechnic School of Engineering 2010 — 2014
Bachelor's degree, Computer Engineering
International School Of Kuantan 2006 — 2010
Strategic Insight July 2014 - Present
Pearson North America June 2013 - August 2013
NYU-Poly General Engineering Class June 2011 - May 2013
The British International School of New York June 2012 - August 2012
Skills
Java, Python, C++, Labview, MySQL, Databases, HTML, JavaScript, Relational Databases, Microsoft SQL Server, T-SQL, PostgreSQL, C#, VBScript, CSS
Education
New York University - Polytechnic School of Engineering 2010 — 2014
Bachelor's degree, Computer Engineering
International School Of Kuantan 2006 — 2010
Jeanne Russell Jeanne Russell's Strategic Insight Experience June 2000 - December 2002
Job Vice Chair at Shenandoah County Electoral Board
Industry Publishing
Experience
Shenandoah County Electoral Board March 2015 - Present
J and J Essential Oil Creations November 2013 - Present
Shenandoah Community Foundation January 2012 - Present
Jeanne Russell Enterprises January 2002 - Present
STRATEGIC INSIGHT June 2000 - December 2002
APPLIED RESOURCES, INC. 1998 - 2000
US TOTAL ARMY PERSONNEL COMMAND January 1990 - May 1997
Skills
Editing, Public Speaking, Training, Program Management, Publishing, Web Content, Advertising, Writing, Marketing Communications, PowerPoint, Social Media, Blogging, Corel Draw, Video Editing, Logo Design, Publicity, Presenter, Animation, Adobe Acrobat, Web Design, Marketing, Web Building, Microsoft Office, Photoshop, Graphic Design, Training Skills, Community Relations, Customer Relations, Radio Broadcasting, Press Releases, Press Kits, Acting, essential oils
Education
Longwood College 1982 — 1986
English/Sociology
Wakefield High School 1979 — 1981
Shenandoah County Electoral Board March 2015 - Present
J and J Essential Oil Creations November 2013 - Present
Shenandoah Community Foundation January 2012 - Present
Jeanne Russell Enterprises January 2002 - Present
STRATEGIC INSIGHT June 2000 - December 2002
APPLIED RESOURCES, INC. 1998 - 2000
US TOTAL ARMY PERSONNEL COMMAND January 1990 - May 1997
Skills
Editing, Public Speaking, Training, Program Management, Publishing, Web Content, Advertising, Writing, Marketing Communications, PowerPoint, Social Media, Blogging, Corel Draw, Video Editing, Logo Design, Publicity, Presenter, Animation, Adobe Acrobat, Web Design, Marketing, Web Building, Microsoft Office, Photoshop, Graphic Design, Training Skills, Community Relations, Customer Relations, Radio Broadcasting, Press Releases, Press Kits, Acting, essential oils
Education
Longwood College 1982 — 1986
English/Sociology
Wakefield High School 1979 — 1981
J. D. Walters, MS, SHRM-SCP J. D. Walters, MS, SHRM-SCP's Strategic Insight Experience October 2013 - Present
Job President at Strategic Insight
Industry Human Resources
Experience
Strategic Insight October 2013 - Present
Skills
Access, Team Building, Business Process, Disaster Recovery, Banking, Leadership, IT Management, Databases, Process Improvement, Project Management, SDLC, Vendor Management, Business Analysis, Visio, Training, Information Technology, Human Resources, Management, Telecommunications, Analysis, Troubleshooting, System Administration, Consulting, Enterprise Software, Strategy, Customer Service, Networking, Project Coordination, Customer Satisfaction, Budgets, Organizational..., Strategic Planning
Education
University of San Diego 2007 — 2010
Master of Science, MS in Global Leadership
University of Maryland University College 2005 — 2007
Bachelor of Science, Business Administration
University of California, San Diego
Strategic Insight October 2013 - Present
Skills
Access, Team Building, Business Process, Disaster Recovery, Banking, Leadership, IT Management, Databases, Process Improvement, Project Management, SDLC, Vendor Management, Business Analysis, Visio, Training, Information Technology, Human Resources, Management, Telecommunications, Analysis, Troubleshooting, System Administration, Consulting, Enterprise Software, Strategy, Customer Service, Networking, Project Coordination, Customer Satisfaction, Budgets, Organizational..., Strategic Planning
Education
University of San Diego 2007 — 2010
Master of Science, MS in Global Leadership
University of Maryland University College 2005 — 2007
Bachelor of Science, Business Administration
University of California, San Diego
Tom Fortier's Strategic Insight Experience October 2013 - December 2014
Job VP, Account Management at eVestment
Industry Financial Services
Experience
Strategic Insight October 2013 - December 2014
Strategic Insight April 2012 - October 2013
Brightgeist Media, Inc. July 2011 - April 2012
Brightgeist Media, Inc. May 2010 - July 2011
Lipper, a Thomson Reuters February 2007 - November 2009
Lipper, A Thomson Reuters Company April 2006 - February 2007
Lipper, a Reuters Co. April 2005 - April 2006
Lipper Inc. (a Reuters Company) February 2003 - April 2005
Advent International Corp. December 1997 - June 2001
Boston Red Sox 1996 - 2001
Skills
CRM, Product Management, Competitive Analysis, Strategy, Financial Services, Start-ups, Marketing, Social Media Marketing, Account Management, Management, Investments, Mutual Funds, Analytics, Relationship Management, Cross-functional Team..., Analysis, Business Development, Leadership, Hedge Funds, Marketing Strategy, Morningstar, Collateral, Product Development, Online Advertising, CRM software, Google Analytics, Social Media, Sales Operations, Salesforce.com, Client Development, Manage Client..., Client Education
Education
Boston University 1993 — 1997
BA, History
St. Dom's 1989 — 1993
Strategic Insight October 2013 - December 2014
Strategic Insight April 2012 - October 2013
Brightgeist Media, Inc. July 2011 - April 2012
Brightgeist Media, Inc. May 2010 - July 2011
Lipper, a Thomson Reuters February 2007 - November 2009
Lipper, A Thomson Reuters Company April 2006 - February 2007
Lipper, a Reuters Co. April 2005 - April 2006
Lipper Inc. (a Reuters Company) February 2003 - April 2005
Advent International Corp. December 1997 - June 2001
Boston Red Sox 1996 - 2001
Skills
CRM, Product Management, Competitive Analysis, Strategy, Financial Services, Start-ups, Marketing, Social Media Marketing, Account Management, Management, Investments, Mutual Funds, Analytics, Relationship Management, Cross-functional Team..., Analysis, Business Development, Leadership, Hedge Funds, Marketing Strategy, Morningstar, Collateral, Product Development, Online Advertising, CRM software, Google Analytics, Social Media, Sales Operations, Salesforce.com, Client Development, Manage Client..., Client Education
Education
Boston University 1993 — 1997
BA, History
St. Dom's 1989 — 1993
Sibel Oyman's Strategic Insight Experience July 2007 - October 2011
Job Experienced financial services manager excelling at increasing efficiency, uncovering opportunities, and driving ROI.
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Lesavoy Financial Perspectives, Inc. February 2013 - July 2013
Harmony Financial Advisors November 2011 - November 2012
Strategic Insight July 2007 - October 2011
Investment Company Institute August 2002 - June 2007
Scattergood Friends School August 2001 - June 2002
International Trade Administration 2000 - 2001
Skills
Relationship Management, Asset Managment, Competitive Analysis, Project Management, Influence Without..., Requirements Gathering, Dashboarding, Data Analysis, Key Performance..., Member of Toastmasters, Survey Design, Customer Experience, Investments, Mutual Funds, Retention Strategies, Simfund MF, eVestment, Retirement, Asset Allocation, Investment Strategies, Alternative Investments, Financial Advisory, DCIO, Brightscope
Education
Robert H. Smith School of Business, University of Maryland, College 2003 — 2005
MBA
Kogod School of Business, American University 1996 — 2000
Bachelor of Science, Business Administration
The American College
Non-Degree Coursework for CFP exam (required), Financial Planning
TIAA-CREF January 2014 - Present
Lesavoy Financial Perspectives, Inc. February 2013 - July 2013
Harmony Financial Advisors November 2011 - November 2012
Strategic Insight July 2007 - October 2011
Investment Company Institute August 2002 - June 2007
Scattergood Friends School August 2001 - June 2002
International Trade Administration 2000 - 2001
Skills
Relationship Management, Asset Managment, Competitive Analysis, Project Management, Influence Without..., Requirements Gathering, Dashboarding, Data Analysis, Key Performance..., Member of Toastmasters, Survey Design, Customer Experience, Investments, Mutual Funds, Retention Strategies, Simfund MF, eVestment, Retirement, Asset Allocation, Investment Strategies, Alternative Investments, Financial Advisory, DCIO, Brightscope
Education
Robert H. Smith School of Business, University of Maryland, College 2003 — 2005
MBA
Kogod School of Business, American University 1996 — 2000
Bachelor of Science, Business Administration
The American College
Non-Degree Coursework for CFP exam (required), Financial Planning
Tamiko Toland's Strategic Insight Experience May 2006 - Present
Job Managing Director, Retirement Income Consulting at Strategic Insight
Industry Insurance
Experience
Strategic Insight May 2006 - Present
Skills
Product Development, Investments, Strategic Planning, Marketing Strategy, Research, Retirement, Fixed Annuities, Content Development, Competitive Analysis, Strategy, Variable Annuities, Defined Benefit, Insurance, Volatility, Retirement Planning, Financial Analysis, Benefits Design, Product Management, Employee Benefits, Corporate Communications, Business Strategy, Market Research
Education
Cornell University 1986 — 1990
BA
California State University, Fresno 1993 — 1994
none
Choate Rosemary Hall 1983 — 1986
HS
Strategic Insight May 2006 - Present
Skills
Product Development, Investments, Strategic Planning, Marketing Strategy, Research, Retirement, Fixed Annuities, Content Development, Competitive Analysis, Strategy, Variable Annuities, Defined Benefit, Insurance, Volatility, Retirement Planning, Financial Analysis, Benefits Design, Product Management, Employee Benefits, Corporate Communications, Business Strategy, Market Research
Education
Cornell University 1986 — 1990
BA
California State University, Fresno 1993 — 1994
none
Choate Rosemary Hall 1983 — 1986
HS
Charlie Behrle's Strategic Insight Experience May 2007 - December 2009
Job
Industry Defense & Space
Experience
BMT Designers & Planners January 2010 - Present
Strategic Insight May 2007 - December 2009
CG(X) Program Support 2008 - 2009
Concurrent Technologies Corporation October 2006 - May 2007
Naval Surface Warfare Center, Carderock Division October 2003 - August 2006
US Navy October 2000 - July 2003
United States Navy 1976 - September 2000
Skills
Military, DoD, Navy, Systems Engineering, Security Clearance, Strategic Leadership, Leadership, Team Leadership, Program Management, Engineering Management, Team Building, Strategic Planning, Government, Risk Management, Process Improvement, Engineering, Management, Government Contracting, Business Development, Defense, Integration, Project Management, Earned Value Management, Logistics, Military Operations, Defence, C4ISR, Proposal Writing, Testing, Maritime, Operational Planning, Command, National Security, Requirements Management, Information Assurance, Radar, Intelligence, Military Experience, System Design, Tactics, Electronic Warfare, Weapons, Intelligence Analysis, Organizational..., Nuclear, Marine Engineering, Homeland Security, Shipbuilding, Force Protection, Special Operations
Education
Naval Postgraduate School 1986 — 1988
MSEE, Electrical Engineering
United States Naval Academy 1976 — 1980
BS, Mathmatics (Operations Analysis)
BMT Designers & Planners January 2010 - Present
Strategic Insight May 2007 - December 2009
CG(X) Program Support 2008 - 2009
Concurrent Technologies Corporation October 2006 - May 2007
Naval Surface Warfare Center, Carderock Division October 2003 - August 2006
US Navy October 2000 - July 2003
United States Navy 1976 - September 2000
Skills
Military, DoD, Navy, Systems Engineering, Security Clearance, Strategic Leadership, Leadership, Team Leadership, Program Management, Engineering Management, Team Building, Strategic Planning, Government, Risk Management, Process Improvement, Engineering, Management, Government Contracting, Business Development, Defense, Integration, Project Management, Earned Value Management, Logistics, Military Operations, Defence, C4ISR, Proposal Writing, Testing, Maritime, Operational Planning, Command, National Security, Requirements Management, Information Assurance, Radar, Intelligence, Military Experience, System Design, Tactics, Electronic Warfare, Weapons, Intelligence Analysis, Organizational..., Nuclear, Marine Engineering, Homeland Security, Shipbuilding, Force Protection, Special Operations
Education
Naval Postgraduate School 1986 — 1988
MSEE, Electrical Engineering
United States Naval Academy 1976 — 1980
BS, Mathmatics (Operations Analysis)
Yuji Banno's Strategic Insight Experience 2005 - Present
Job Associate at Strategic Insight
Industry Financial Services
Experience
Strategic Insight 2005 - Present
Landor and Fuest Capital Managers August 2010 - September 2011
Strategic Insight 1999 - 2005
Strategic Insight 1998 - 1999
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
Strategic Insight 2005 - Present
Landor and Fuest Capital Managers August 2010 - September 2011
Strategic Insight 1999 - 2005
Strategic Insight 1998 - 1999
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
Denny Conley's Strategic Insight Experience Radm
Job Executive Director at Strategic Insight and Defense & Space Consultant
Industry Defense & Space
Experience
Strategic Insight Radm
Skills
Proposal Writing, DoD, Military, Operations Management, Leadership, Team Building, Strategic Leadership, Foreign Policy, Analysis, Public Speaking, Security Clearance, Executive Management, Operations Research, Defense, Government Contracting, Process Improvement, Cross-functional Team..., Government, Military Experience, Homeland Security, Leadership Development, Policy, National Security, Policy Analysis, International Relations, Project Planning, Strategic Planning, Command, Intelligence Analysis, Operational Planning, Military Operations, Systems Engineering, Program Management, Organizational..., Team Leadership, Tactics, Logistics, Navy, Electronic Warfare, Earned Value Management, Counterterrorism, Top Secret, C4ISR, Intelligence, Emergency Management, Defence, Federal Government, Information Assurance, Weapons, Naval Operations
Education
United States Naval Academy 1959 — 1963
Strategic Insight Radm
Skills
Proposal Writing, DoD, Military, Operations Management, Leadership, Team Building, Strategic Leadership, Foreign Policy, Analysis, Public Speaking, Security Clearance, Executive Management, Operations Research, Defense, Government Contracting, Process Improvement, Cross-functional Team..., Government, Military Experience, Homeland Security, Leadership Development, Policy, National Security, Policy Analysis, International Relations, Project Planning, Strategic Planning, Command, Intelligence Analysis, Operational Planning, Military Operations, Systems Engineering, Program Management, Organizational..., Team Leadership, Tactics, Logistics, Navy, Electronic Warfare, Earned Value Management, Counterterrorism, Top Secret, C4ISR, Intelligence, Emergency Management, Defence, Federal Government, Information Assurance, Weapons, Naval Operations
Education
United States Naval Academy 1959 — 1963
Daniel Weinerman's Strategic Insight Experience February 2007 - Present
Job Vice President, Corporate Accounts at Strategic Insight
Industry Financial Services
Experience
Strategic Insight February 2007 - Present
vanguard 2004 - 2007
The Vanguard Group November 2004 - December 2006
Education
University of Florida 2000 — 2004
Bachelors of Science, Marketing and Business Administration
University of Florida - Warrington College of Business Administration 2000 — 2004
Strategic Insight February 2007 - Present
vanguard 2004 - 2007
The Vanguard Group November 2004 - December 2006
Education
University of Florida 2000 — 2004
Bachelors of Science, Marketing and Business Administration
University of Florida - Warrington College of Business Administration 2000 — 2004
Kurt Stam's Strategic Insight Experience February 2009 - October 2009
Job VP, Global Product Research at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2010 - Present
Neuberger Berman October 2009 - October 2010
Strategic Insight February 2009 - October 2009
J&W Seligman October 2007 - January 2009
AllianceBernstein 2005 - 2007
Perfect Information 2003 - 2005
Standard & Poor's 2000 - 2003
OppenheimerFunds 1998 - 2000
Skills
Analysis, Analytics, Equities, Asset Managment, Fixed Income, Portfolio Management, Asset Allocation, Hedge Funds, Investments, Alternative Investments, Mutual Funds, Competitive Analysis, Competitive Intelligence, Market Analysis, Market Research, Excel models, Asset Management, Due Diligence, Separately Managed..., Strategy
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA, Finance
State University of New York College at Plattsburgh 1994 — 1998
B.S., Marketing
AllianceBernstein June 2010 - Present
Neuberger Berman October 2009 - October 2010
Strategic Insight February 2009 - October 2009
J&W Seligman October 2007 - January 2009
AllianceBernstein 2005 - 2007
Perfect Information 2003 - 2005
Standard & Poor's 2000 - 2003
OppenheimerFunds 1998 - 2000
Skills
Analysis, Analytics, Equities, Asset Managment, Fixed Income, Portfolio Management, Asset Allocation, Hedge Funds, Investments, Alternative Investments, Mutual Funds, Competitive Analysis, Competitive Intelligence, Market Analysis, Market Research, Excel models, Asset Management, Due Diligence, Separately Managed..., Strategy
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA, Finance
State University of New York College at Plattsburgh 1994 — 1998
B.S., Marketing
Jennifer Caniglia's Strategic Insight Experience February 2011 - June 2014
Job International Recruitment Manager at TechnoServe
Industry International Affairs
Experience
TechnoServe September 2014 - Present
University Research Co., LLC-Center for Human Services June 2014 - September 2014
Strategic Insight February 2011 - June 2014
International Relief and Development October 2007 - March 2011
International Executive Service Corps (IESC) July 2006 - October 2007
Skills
Research, Program Development, NGOs, Spanish, International..., Capacity Building, Proposal Writing, System Administration, International Relations, Community Development, Qualitative Research, Africa, Program Management, Organizational..., Fundraising, Report Writing, Grant Writing, Policy, Policy Analysis, Grants, Civil Society, Non-profits, Strategic Planning, Program Evaluation, Nonprofits, Recruiting
Education
Roanoke College 2002 — 2006
Bachelor of Arts (BA), International Relations
TechnoServe September 2014 - Present
University Research Co., LLC-Center for Human Services June 2014 - September 2014
Strategic Insight February 2011 - June 2014
International Relief and Development October 2007 - March 2011
International Executive Service Corps (IESC) July 2006 - October 2007
Skills
Research, Program Development, NGOs, Spanish, International..., Capacity Building, Proposal Writing, System Administration, International Relations, Community Development, Qualitative Research, Africa, Program Management, Organizational..., Fundraising, Report Writing, Grant Writing, Policy, Policy Analysis, Grants, Civil Society, Non-profits, Strategic Planning, Program Evaluation, Nonprofits, Recruiting
Education
Roanoke College 2002 — 2006
Bachelor of Arts (BA), International Relations
Kenton Lee's Strategic Insight Experience April 2010 - Present
Job LAN Administrative Assistant at Strategic Insight
Industry Information Technology and Services
Experience
Strategic Insight April 2010 - Present
Hamilton-Madison House August 2005 - August 2011
Center for Advanced Digital Applications (CADA), NYU December 2000 - February 2006
center for advanced digital applications 2001 - 2005
Education
New York University 1997 — 2001
Strategic Insight April 2010 - Present
Hamilton-Madison House August 2005 - August 2011
Center for Advanced Digital Applications (CADA), NYU December 2000 - February 2006
center for advanced digital applications 2001 - 2005
Education
New York University 1997 — 2001
Jenna DeMarco's Strategic Insight Experience July 2013 - October 2014
Job Staff Associate at Strategic Insight
Industry Defense & Space
Experience
Strategic Insight July 2013 - October 2014
Raytheon November 2006 - July 2013
US Navy January 2006 - November 2006
US Navy May 1998 - August 2004
Skills
DoD, Security Clearance, Systems Engineering, Requirements Management, Requirements Analysis, Requirements Gathering, System Requirements, Program Management, Earned Value Management, Information Assurance, Business Analysis, Process Improvement, Six Sigma, IBM DOORS, Rational Rose..., Active DoD Secret..., IBM Rational Rhapsody, Configuration Management, Security, System Architecture, Concept of Operations
Education
United States Naval Academy 1994 — 1998
BS, Chemistry
Strategic Insight July 2013 - October 2014
Raytheon November 2006 - July 2013
US Navy January 2006 - November 2006
US Navy May 1998 - August 2004
Skills
DoD, Security Clearance, Systems Engineering, Requirements Management, Requirements Analysis, Requirements Gathering, System Requirements, Program Management, Earned Value Management, Information Assurance, Business Analysis, Process Improvement, Six Sigma, IBM DOORS, Rational Rose..., Active DoD Secret..., IBM Rational Rhapsody, Configuration Management, Security, System Architecture, Concept of Operations
Education
United States Naval Academy 1994 — 1998
BS, Chemistry
Amal Usilton's Strategic Insight Experience November 2006 - June 2009
Job Sealift Programs and Policy Branch, OPNAV N42
Industry Government Administration
Experience
Sealift Programs and Policy Branch, OPNAV N42 December 2014 - Present
Naval Sea Systems Command (NAVSEA) August 2010 - December 2014
NAVSEA June 2009 - August 2010
Strategic Insight November 2006 - June 2009
General Dynamics Information Technology May 2005 - November 2006
Skills
DoD, Defense, National Security, Security Clearance, Navy, Military, Military Operations, Government, Government Contracting, Proposal Writing, Systems Engineering, Intelligence, Program Management, Information Assurance
Education
University of Maryland University College 2012 — 2015
Master of Science (M.S.), Management, Specialization in Public Relations
University of Pittsburgh 2000 — 2004
BA, Communications & Rhetoric
Springbrook High School 1996 — 2000
Diploma
Sealift Programs and Policy Branch, OPNAV N42 December 2014 - Present
Naval Sea Systems Command (NAVSEA) August 2010 - December 2014
NAVSEA June 2009 - August 2010
Strategic Insight November 2006 - June 2009
General Dynamics Information Technology May 2005 - November 2006
Skills
DoD, Defense, National Security, Security Clearance, Navy, Military, Military Operations, Government, Government Contracting, Proposal Writing, Systems Engineering, Intelligence, Program Management, Information Assurance
Education
University of Maryland University College 2012 — 2015
Master of Science (M.S.), Management, Specialization in Public Relations
University of Pittsburgh 2000 — 2004
BA, Communications & Rhetoric
Springbrook High School 1996 — 2000
Diploma
Nico Melendez's Strategic Insight Experience January 2001 - December 2001
Job Spokesman
Industry Public Relations and Communications
Experience
US Department of Homeland Security March 2003 - Present
US Navy November 1990 - Present
ISAF October 2009 - July 2010
U.S. Department of Transportation January 2002 - December 2002
Strategic Insight January 2001 - December 2001
Skills
Media Relations, Public Relations, Public Affairs, Crisis Communications, Crisis Management, Spokesperson, Communications Planning, Strategic Communications, Emergency Management, Military, Community Development, DoD, Public Policy, International Relations, Corporate Communications, Foreign Policy, Public Speaking, Military Experience, Policy Analysis, Press Releases, Homeland Security, Speech Writing, National Security, Community Outreach, Government, Federal Government, Security Clearance, Internal Communications, Journalism, Defense, Program Management, Social Media, Military Operations, Newsletters, Policy, Leadership, Strategic Planning, Editing, Political Campaigns, Event Planning
Education
Troy University 1998 — 2000
MPA, Public Administration
Chaminade University of Honolulu 1995 — 1998
BA, Historical and Political Studies
US Department of Homeland Security March 2003 - Present
US Navy November 1990 - Present
ISAF October 2009 - July 2010
U.S. Department of Transportation January 2002 - December 2002
Strategic Insight January 2001 - December 2001
Skills
Media Relations, Public Relations, Public Affairs, Crisis Communications, Crisis Management, Spokesperson, Communications Planning, Strategic Communications, Emergency Management, Military, Community Development, DoD, Public Policy, International Relations, Corporate Communications, Foreign Policy, Public Speaking, Military Experience, Policy Analysis, Press Releases, Homeland Security, Speech Writing, National Security, Community Outreach, Government, Federal Government, Security Clearance, Internal Communications, Journalism, Defense, Program Management, Social Media, Military Operations, Newsletters, Policy, Leadership, Strategic Planning, Editing, Political Campaigns, Event Planning
Education
Troy University 1998 — 2000
MPA, Public Administration
Chaminade University of Honolulu 1995 — 1998
BA, Historical and Political Studies
Brendan Chellis's Strategic Insight Experience November 2007 - May 2010
Job Systems Administrator at Tufts Medical Center
Industry Information Technology and Services
Experience
Tufts Medical Center June 2013 - Present
Locke Lord Bissell & Liddell LLP August 2010 - June 2013
Strategic Insight November 2007 - May 2010
Empire Blue Cross Blue Shield November 2003 - November 2007
Empire Blue Cross Blue Shield September 1998 - November 2003
Empire Blue Cross Blue Shield November 1995 - September 1998
Empire Blue Cross Blue Shield February 1993 - April 1995
Empire Blue Cross Blue Shield February 1991 - February 1993
KAZ Inc January 1989 - January 1991
Cosmopolitan Personnel January 1988 - January 1989
Skills
Windows Server 2008, VMware, Citrix, Arcserve, Symantec Antivirus, DoubleTake, HP Proliant, Dell Desktops, xerox, HP Printers, Tandberg, StorageTek, Windows Server 2003, Windows XP Professional, Windows 7, Citrix Metaframe, XP, Microsoft Office, TCP/IP, Troubleshooting, Computer Hardware, HP, Operating Systems, Laptops, Printers, Workstations, Active Directory, Servers, Windows Server, Disaster Recovery, Windows, Hardware, DHCP, VMware ESX, Desktop Support, DNS, vSphere, Data Center, Virtualization, System Administration, Documentation, Blackberry Enterprise..., Software Documentation, Technical Support, Networking, IT Operations, Databases, Microsoft Exchange, Help Desk Support, Dell Computers
Education
University at Albany, SUNY 1984 — 1988
B.S, Marketing
Tufts Medical Center June 2013 - Present
Locke Lord Bissell & Liddell LLP August 2010 - June 2013
Strategic Insight November 2007 - May 2010
Empire Blue Cross Blue Shield November 2003 - November 2007
Empire Blue Cross Blue Shield September 1998 - November 2003
Empire Blue Cross Blue Shield November 1995 - September 1998
Empire Blue Cross Blue Shield February 1993 - April 1995
Empire Blue Cross Blue Shield February 1991 - February 1993
KAZ Inc January 1989 - January 1991
Cosmopolitan Personnel January 1988 - January 1989
Skills
Windows Server 2008, VMware, Citrix, Arcserve, Symantec Antivirus, DoubleTake, HP Proliant, Dell Desktops, xerox, HP Printers, Tandberg, StorageTek, Windows Server 2003, Windows XP Professional, Windows 7, Citrix Metaframe, XP, Microsoft Office, TCP/IP, Troubleshooting, Computer Hardware, HP, Operating Systems, Laptops, Printers, Workstations, Active Directory, Servers, Windows Server, Disaster Recovery, Windows, Hardware, DHCP, VMware ESX, Desktop Support, DNS, vSphere, Data Center, Virtualization, System Administration, Documentation, Blackberry Enterprise..., Software Documentation, Technical Support, Networking, IT Operations, Databases, Microsoft Exchange, Help Desk Support, Dell Computers
Education
University at Albany, SUNY 1984 — 1988
B.S, Marketing
Anthony DiSanzo's Strategic Insight Experience August 2012 - Present
Job Research Analyst/Writer at Strategic Insight
Industry Financial Services
Experience
Strategic Insight August 2012 - Present
Strategic Insight October 2010 - August 2012
Strategic Insight July 2007 - October 2010
Skills
Investment Management, Asset Management, Data Analysis, Databases, Research, Mutual Funds, Asset Managment, CRM, Equity Research, Analysis, Product Development, Finance, ETFs, Business Development, Sales, Alternative Investments
Education
Boston University 2005 — 2007
MA, Economics
New York University 2000 — 2004
BA, Economics
Strategic Insight August 2012 - Present
Strategic Insight October 2010 - August 2012
Strategic Insight July 2007 - October 2010
Skills
Investment Management, Asset Management, Data Analysis, Databases, Research, Mutual Funds, Asset Managment, CRM, Equity Research, Analysis, Product Development, Finance, ETFs, Business Development, Sales, Alternative Investments
Education
Boston University 2005 — 2007
MA, Economics
New York University 2000 — 2004
BA, Economics
Deena Bernstein's Strategic Insight Experience September 1994 - May 1996
Job Technical Communicator, OpenLink Financial
Industry Information Technology and Services
Experience
OpenLink Financial LLC September 2006 - Present
Ipreo (formerly i-Deal LLC) May 2002 - June 2006
Deutsche Bank (DWS Investments Service Company) October 1997 - January 2002
Strategic Insight, LLC May 1996 - September 1997
Strategic Insight September 1994 - May 1996
Skills
Business Analysis, Competitive Analysis, Project Management, Product Management, Business Intelligence, Analysis, Market Research, Business Process..., Management, Strategy, Leadership, Strategic Planning, Comparative Market..., Data Analysis, Business Process, Financial Services, Communication, Internal Communications, Presentations, Organization, Market Analysis, Software Documentation, Writing, Proofreading, Editing, Technical Writing, Technical Communication, SDLC, Databases, RoboHelp, System Testing, Quality Assurance, Risk Management, Vendor Management, Microsoft Office, Windows, Microsoft Excel, Microsoft Word, Visio, PowerPoint, Access, MS Project, SharePoint, Microsoft Project, Requirements Analysis, Trading Systems, Agile Methodologies, Requirements Gathering
Education
State University of New York College at Oneonta 1988 — 1992
B.S., Political Science
OpenLink Financial LLC September 2006 - Present
Ipreo (formerly i-Deal LLC) May 2002 - June 2006
Deutsche Bank (DWS Investments Service Company) October 1997 - January 2002
Strategic Insight, LLC May 1996 - September 1997
Strategic Insight September 1994 - May 1996
Skills
Business Analysis, Competitive Analysis, Project Management, Product Management, Business Intelligence, Analysis, Market Research, Business Process..., Management, Strategy, Leadership, Strategic Planning, Comparative Market..., Data Analysis, Business Process, Financial Services, Communication, Internal Communications, Presentations, Organization, Market Analysis, Software Documentation, Writing, Proofreading, Editing, Technical Writing, Technical Communication, SDLC, Databases, RoboHelp, System Testing, Quality Assurance, Risk Management, Vendor Management, Microsoft Office, Windows, Microsoft Excel, Microsoft Word, Visio, PowerPoint, Access, MS Project, SharePoint, Microsoft Project, Requirements Analysis, Trading Systems, Agile Methodologies, Requirements Gathering
Education
State University of New York College at Oneonta 1988 — 1992
B.S., Political Science
José Cuevas's Strategic Insight Experience November 2014 - Present
Job Vice President, Corporate Accounts at Strategic Insight
Industry Computer Software
Experience
Strategic Insight November 2014 - Present
FactSet September 2012 - October 2014
FactSet Research Systems April 2010 - September 2012
FactSet Research Systems September 2008 - April 2010
FactSet Research Systems August 2004 - September 2008
FactSet Research Systems February 2003 - August 2004
FactSet Research Systems November 2000 - February 2003
Franklin Templeton 1998 - 2000
Skills
FactSet, Financial Modeling, Equities, Microsoft Excel, Management, Portfolio Management, Account Management, Market Data, Financial Markets, Competitive Analysis, Marketing Strategy, Financial Services, Investments, Financial Analysis, Asset Managment, Project Management, Customer Service, Customer Retention, Relationship Management
Education
Notre Dame de Namur University 1994 — 2004
Master of Business Administration (MBA), Finance, International Business, Latin American Studies
Strategic Insight November 2014 - Present
FactSet September 2012 - October 2014
FactSet Research Systems April 2010 - September 2012
FactSet Research Systems September 2008 - April 2010
FactSet Research Systems August 2004 - September 2008
FactSet Research Systems February 2003 - August 2004
FactSet Research Systems November 2000 - February 2003
Franklin Templeton 1998 - 2000
Skills
FactSet, Financial Modeling, Equities, Microsoft Excel, Management, Portfolio Management, Account Management, Market Data, Financial Markets, Competitive Analysis, Marketing Strategy, Financial Services, Investments, Financial Analysis, Asset Managment, Project Management, Customer Service, Customer Retention, Relationship Management
Education
Notre Dame de Namur University 1994 — 2004
Master of Business Administration (MBA), Finance, International Business, Latin American Studies
Joy Lorenzo Kennedy's Strategic Insight Experience 2000 - 2005
Job PostDoctoral Researcher
Industry Research
Experience
New York University May 2015 - Present
Children´s Aid Society 2008 - 2011
Strategic Insight 2000 - 2005
Skills
Research, SPSS, Program Evaluation, Qualitative Research, Psychology, Data Analysis, Statistics, Community Outreach, Research Design
Education
New York University 2005 — 2015
Doctor of Philosophy (Ph.D.), Developmental Psychology
Brown University 1989 — 1995
Bachelor’s Degree, Psychology
Pomperaug High School
Pomperaug High School
New York University May 2015 - Present
Children´s Aid Society 2008 - 2011
Strategic Insight 2000 - 2005
Skills
Research, SPSS, Program Evaluation, Qualitative Research, Psychology, Data Analysis, Statistics, Community Outreach, Research Design
Education
New York University 2005 — 2015
Doctor of Philosophy (Ph.D.), Developmental Psychology
Brown University 1989 — 1995
Bachelor’s Degree, Psychology
Pomperaug High School
Pomperaug High School
Sue Belle's Strategic Insight Experience 2003 - August 2013
Job Vice President of Marketing at Asset International
Industry Financial Services
Experience
Asset International September 2013 - Present
Strategic Insight 2003 - August 2013
Bozell Worldwide 1999 - 2003
DeRemer and Associates 1996 - 1998
Skills
Mutual Funds, Financial Services, Marketing Strategy, Competitive Analysis, Market Research, Relationship Management, Strategic Planning, Asset Managment, Marketing Communications, New Business Development, Account Management, Business Strategy, Global Talent..., Global Team Integration, Remote Leadership, CRM Integration, Analysis, Integrated Marketing, Team Building, Asset Management, Management, Financial Market..., Mergers & Acquisitions, Product Marketing, Online Marketing
Education
Syracuse University - Martin J. Whitman School of Management 1994 — 1996
MBA, Finance, Marketing
University of Maine 1987 — 1991
BS, Business Administration
Asset International September 2013 - Present
Strategic Insight 2003 - August 2013
Bozell Worldwide 1999 - 2003
DeRemer and Associates 1996 - 1998
Skills
Mutual Funds, Financial Services, Marketing Strategy, Competitive Analysis, Market Research, Relationship Management, Strategic Planning, Asset Managment, Marketing Communications, New Business Development, Account Management, Business Strategy, Global Talent..., Global Team Integration, Remote Leadership, CRM Integration, Analysis, Integrated Marketing, Team Building, Asset Management, Management, Financial Market..., Mergers & Acquisitions, Product Marketing, Online Marketing
Education
Syracuse University - Martin J. Whitman School of Management 1994 — 1996
MBA, Finance, Marketing
University of Maine 1987 — 1991
BS, Business Administration
Mindy Mucci's Strategic Insight Experience December 2005 - December 2009
Job Program Manager at Alion Science and Technology
Industry Government Relations
Experience
Alion Science and Technology September 2013 - Present
Alion Science and Technology August 2012 - September 2013
NAVSEA August 2010 - August 2012
Kratos - DTI January 2009 - August 2010
Strategic Insight December 2005 - December 2009
Strategic Insight November 2002 - December 2005
Skills
Military, Leadership, Navy, Program Management, Public Speaking, Security Clearance, Government Contracting, Budgets, Government, DoD, Proposal Writing, Defense, Weapons, Public Relations, Policy, Human Resources, Analysis, Military Experience, Project Planning, Radar, Organizational..., National Security, Public Affairs, Electronic Warfare, Command, International Relations, Earned Value Management, Top Secret
Education
George Mason University 1999 — 2002
Bachelor of Arts (B.A.), Communication - Political and Persuasive
Alion Science and Technology September 2013 - Present
Alion Science and Technology August 2012 - September 2013
NAVSEA August 2010 - August 2012
Kratos - DTI January 2009 - August 2010
Strategic Insight December 2005 - December 2009
Strategic Insight November 2002 - December 2005
Skills
Military, Leadership, Navy, Program Management, Public Speaking, Security Clearance, Government Contracting, Budgets, Government, DoD, Proposal Writing, Defense, Weapons, Public Relations, Policy, Human Resources, Analysis, Military Experience, Project Planning, Radar, Organizational..., National Security, Public Affairs, Electronic Warfare, Command, International Relations, Earned Value Management, Top Secret
Education
George Mason University 1999 — 2002
Bachelor of Arts (B.A.), Communication - Political and Persuasive
John Hurnyak's Strategic Insight Experience August 2012 - Present
Job General Associate at Strategic Insight
Industry Military
Experience
Strategic Insight August 2012 - Present
ManTech September 2000 - April 2012
US Navy March 1999 - September 2000
US Navy June 1998 - March 1999
US Navy February 1994 - June 1998
US Navy October 1990 - February 1994
US Navy December 1986 - August 1990
US Navy January 1981 - May 1985
Skills
Security Clearance, Navy, Systems Engineering, Military Operations, Government, Testing, Six Sigma, National Security, Training, Military Experience, Weapons, DoD, Leadership, Analysis, Integration, Engineering, Top Secret, Command, Operations Management, Project Management, Tactics, Radar, Supervisory Skills, Defense, Technical Writing, Organizational..., Military, Maintenance Management, Logistics, Risk Assessment, Quality Assurance
Education
University of Phoenix 2008 — 2010
BSIT, Information System Security, 3.94
AEGIS Combat Systems Maintenance Manager Course
Maintenance Manager
AEGIS Fire Control System/Operational Readiness Test System
Navy System
AN/SPG-51D Radar "C" school
Navy Radar
Authoring Instructional Materials (AIM I)
Navy Curriculum Development
FT "A" School
Harpoon Weapon System Operation and Maintenance
Navy Weapon System
Instructor Training
Navy Instructor
Training Materials Development System Curriculum Developer
Navy Curriculum Development
Strategic Insight August 2012 - Present
ManTech September 2000 - April 2012
US Navy March 1999 - September 2000
US Navy June 1998 - March 1999
US Navy February 1994 - June 1998
US Navy October 1990 - February 1994
US Navy December 1986 - August 1990
US Navy January 1981 - May 1985
Skills
Security Clearance, Navy, Systems Engineering, Military Operations, Government, Testing, Six Sigma, National Security, Training, Military Experience, Weapons, DoD, Leadership, Analysis, Integration, Engineering, Top Secret, Command, Operations Management, Project Management, Tactics, Radar, Supervisory Skills, Defense, Technical Writing, Organizational..., Military, Maintenance Management, Logistics, Risk Assessment, Quality Assurance
Education
University of Phoenix 2008 — 2010
BSIT, Information System Security, 3.94
AEGIS Combat Systems Maintenance Manager Course
Maintenance Manager
AEGIS Fire Control System/Operational Readiness Test System
Navy System
AN/SPG-51D Radar "C" school
Navy Radar
Authoring Instructional Materials (AIM I)
Navy Curriculum Development
FT "A" School
Harpoon Weapon System Operation and Maintenance
Navy Weapon System
Instructor Training
Navy Instructor
Training Materials Development System Curriculum Developer
Navy Curriculum Development
Shaun Sensiba's Strategic Insight Experience Controller, Internet DivisionIBM1997 - 1998
Job Researcher at Strategic Insight
Industry Financial Services
Experience
Strategic Insight Controller, Internet DivisionIBM1997 - 1998
International Business Machines 1989 - 1993
Skills
Asset Management, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1989
Strategic Insight Controller, Internet DivisionIBM1997 - 1998
International Business Machines 1989 - 1993
Skills
Asset Management, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1989
Amy Akiyama's Strategic Insight Experience August 2006 - September 2008
Job Program Integration Analyst at Naval Sea Systems Command
Industry Defense & Space
Experience
Naval Sea Systems Command January 2012 - Present
NAVAL SEA SYSTEMS COMMAND (NAVSEA) September 2008 - January 2012
Strategic Insight August 2006 - September 2008
Office of U.S. Representative Loretta Sanchez April 2005 - August 2006
Office of U. S. Senator Bill Nelson August 2004 - April 2005
Dynetics, Inc. February 2003 - August 2004
Office of U. S. Senator Bill Nelson October 2002 - February 2003
Skills
Strategic Communications, Corporate Communications, Political Communication, Legislative Affairs, Government, Policy Analysis, International Relations, Foreign Military Sales, Navy, Security Clearance, National Security, Defense Contracting, Government Contracting, DoD, Federal Government
Education
The George Washington University 2001 — 2003
Master of Arts (MA), International Affairs
The George Washington University 1996 — 2000
Bachelor of Arts (BA), Political Communication
Naval Sea Systems Command January 2012 - Present
NAVAL SEA SYSTEMS COMMAND (NAVSEA) September 2008 - January 2012
Strategic Insight August 2006 - September 2008
Office of U.S. Representative Loretta Sanchez April 2005 - August 2006
Office of U. S. Senator Bill Nelson August 2004 - April 2005
Dynetics, Inc. February 2003 - August 2004
Office of U. S. Senator Bill Nelson October 2002 - February 2003
Skills
Strategic Communications, Corporate Communications, Political Communication, Legislative Affairs, Government, Policy Analysis, International Relations, Foreign Military Sales, Navy, Security Clearance, National Security, Defense Contracting, Government Contracting, DoD, Federal Government
Education
The George Washington University 2001 — 2003
Master of Arts (MA), International Affairs
The George Washington University 1996 — 2000
Bachelor of Arts (BA), Political Communication
Maria Hykin's Strategic Insight Experience May 1999 - January 2010
Job Managing Director at Strategic Insight
Industry Financial Services
Experience
Strategic Insight May 1999 - January 2010
Uniland 1993 - 1998
Skills
Asset Management, Financial Services
Education
Saint Petersburg State University 1991 — 1996
master's, linguistics
Strategic Insight May 1999 - January 2010
Uniland 1993 - 1998
Skills
Asset Management, Financial Services
Education
Saint Petersburg State University 1991 — 1996
master's, linguistics
Kenneth Beitler, CFA's Strategic Insight Experience March 2012 - April 2013
Job Investment Specialist at MetLife
Industry Financial Services
Experience
MetLife April 2013 - Present
Strategic Insight March 2012 - April 2013
AXA Equitable June 2009 - June 2011
Northstar Financial Services (Bermuda) June 2007 - June 2008
AXA Equitable May 1999 - June 2007
TIAA-CREF 1986 - 1999
Skills
Investment Advisory, Asset Management, Asset Allocation, Portfolio Management, Investments, Investment Strategies, Mutual Funds, Board Presentations, Fund Of Funds, Asset Managment, Due Diligence, Insurance, Strategy, Financial Advisory, Alternative Investments, Investment Management, Financial Risk, Bonds, Investment Banking, Fixed Income, Wealth Management, Financial Services, Hedge Funds, Bloomberg, Funding, ETFs, Series 6, Securities, FINRA, Equity Research, Equities, Series 7, Retirement, Life Insurance, Fixed Annuities, Competitive Analysis, Analysis, Series 63
Education
New York University
M.A., Liberal Studies
University of Florida
Master of Science, Industrial & Systems Engineering (Operations Research)
University of Florida - Warrington College of Business Administration
B.S.B.A., Finance
MetLife April 2013 - Present
Strategic Insight March 2012 - April 2013
AXA Equitable June 2009 - June 2011
Northstar Financial Services (Bermuda) June 2007 - June 2008
AXA Equitable May 1999 - June 2007
TIAA-CREF 1986 - 1999
Skills
Investment Advisory, Asset Management, Asset Allocation, Portfolio Management, Investments, Investment Strategies, Mutual Funds, Board Presentations, Fund Of Funds, Asset Managment, Due Diligence, Insurance, Strategy, Financial Advisory, Alternative Investments, Investment Management, Financial Risk, Bonds, Investment Banking, Fixed Income, Wealth Management, Financial Services, Hedge Funds, Bloomberg, Funding, ETFs, Series 6, Securities, FINRA, Equity Research, Equities, Series 7, Retirement, Life Insurance, Fixed Annuities, Competitive Analysis, Analysis, Series 63
Education
New York University
M.A., Liberal Studies
University of Florida
Master of Science, Industrial & Systems Engineering (Operations Research)
University of Florida - Warrington College of Business Administration
B.S.B.A., Finance
Troy Kimmel's Strategic Insight Experience January 2008 - Present
Job Executive Associate at Strategic Insight
Industry Defense & Space
Experience
Strategic Insight, Ltd. January 2015 - Present
Strategic Insight January 2008 - Present
General Dynamics Information Technology September 2000 - January 2008
TRW Information Systems & Technology February 1999 - September 2000
Techmatics, Inc. June 1995 - February 1999
Army Research Lab May 1993 - August 1994
Skills
DoD, Navy, Systems Engineering, Military, Security Clearance, Government, Operational Planning, Strategic Planning, C4ISR, National Security, Defense, Program Management, Process Improvement, Project Planning, Team Building, Information Assurance, Configuration Management, Electronic Warfare, Radar, Team Leadership, Analysis, Military Operations, Government Contracting, Command
Education
The George Washington University 1996 — 2000
M.S., Engineering Management (System Engineering)
Miami University 1990 — 1995
B.S., Applied Science (Manufacturing Engineering Management)
Strategic Insight, Ltd. January 2015 - Present
Strategic Insight January 2008 - Present
General Dynamics Information Technology September 2000 - January 2008
TRW Information Systems & Technology February 1999 - September 2000
Techmatics, Inc. June 1995 - February 1999
Army Research Lab May 1993 - August 1994
Skills
DoD, Navy, Systems Engineering, Military, Security Clearance, Government, Operational Planning, Strategic Planning, C4ISR, National Security, Defense, Program Management, Process Improvement, Project Planning, Team Building, Information Assurance, Configuration Management, Electronic Warfare, Radar, Team Leadership, Analysis, Military Operations, Government Contracting, Command
Education
The George Washington University 1996 — 2000
M.S., Engineering Management (System Engineering)
Miami University 1990 — 1995
B.S., Applied Science (Manufacturing Engineering Management)
Melissa Dallum's Strategic Insight Experience May 2014 - Present
Job Senior Analyst at Strategic Insight
Industry Financial Services
Experience
Strategic Insight May 2014 - Present
Lipper, A Thomson Reuters Company May 2013 - May 2014
Lipper, A Thomson Reuters Company March 2012 - May 2013
Lipper, A Thomson Reuters Company October 2004 - March 2012
Absolutely in Stitches June 1995 - December 2004
Lipper Analytical Services September 1990 - January 1993
Regis College August 1989 - May 1990
National Conference of State Legislatures January 1989 - August 1989
Skills
Project Management, Analysis, Client Relationship..., Mutual Funds, Research, Board Presentations, Writing Skills, Attention To Detail, Able To Multi-task, CRM, Training, Business Analysis, Data Analysis, Due Diligence, Financial Services, Leadership, Management, Team Leadership
Education
Regis College 1986 — 1990
B.S with Honors, Mathematics
Regis College 1986 — 1990
B.A with Honors, French
Arvada West High School 1983 — 1986
Strategic Insight May 2014 - Present
Lipper, A Thomson Reuters Company May 2013 - May 2014
Lipper, A Thomson Reuters Company March 2012 - May 2013
Lipper, A Thomson Reuters Company October 2004 - March 2012
Absolutely in Stitches June 1995 - December 2004
Lipper Analytical Services September 1990 - January 1993
Regis College August 1989 - May 1990
National Conference of State Legislatures January 1989 - August 1989
Skills
Project Management, Analysis, Client Relationship..., Mutual Funds, Research, Board Presentations, Writing Skills, Attention To Detail, Able To Multi-task, CRM, Training, Business Analysis, Data Analysis, Due Diligence, Financial Services, Leadership, Management, Team Leadership
Education
Regis College 1986 — 1990
B.S with Honors, Mathematics
Regis College 1986 — 1990
B.A with Honors, French
Arvada West High School 1983 — 1986
Marty Cover's Strategic Insight Experience AnalystCOLSA Corporation1988 - 1991
Job Systems Analyst at Strategic Insight
Industry Financial Services
Experience
Strategic Insight AnalystCOLSA Corporation1988 - 1991
COLSA Corporation 1988 - 1991
COLSA Corporation 1988 - 1991
Skills
Project Planning, DoD, Strategy, Operations Management, Management Consulting, Project Management, Business Analysis, Management, Program Management, Project Portfolio..., Security Clearance, Business Development, Strategic Planning, Governance
Education
Georgetown University 1981 — 1983
Master of Arts (MA), National Security Policy Studies
U.S. Naval Academy 1963 — 1967
Bachelor of Science (B.S.), Naval Science
Strategic Insight AnalystCOLSA Corporation1988 - 1991
COLSA Corporation 1988 - 1991
COLSA Corporation 1988 - 1991
Skills
Project Planning, DoD, Strategy, Operations Management, Management Consulting, Project Management, Business Analysis, Management, Program Management, Project Portfolio..., Security Clearance, Business Development, Strategic Planning, Governance
Education
Georgetown University 1981 — 1983
Master of Arts (MA), National Security Policy Studies
U.S. Naval Academy 1963 — 1967
Bachelor of Science (B.S.), Naval Science
Dennis Bowden's Strategic Insight Experience May 2007 - Present
Job Managing Director, U.S. Mutual Fund Research
Industry Financial Services
Experience
Strategic Insight May 2007 - Present
AllianceBernstein L.P. March 2004 - May 2007
UBS PaineWebber, Inc. September 2002 - March 2003
Skills
Asset Allocation, Analytics, Mutual Funds, Research, Alternative Investments, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Specialization: Finance
The Johns Hopkins University 1998 — 2002
BA, Economics
Strategic Insight May 2007 - Present
AllianceBernstein L.P. March 2004 - May 2007
UBS PaineWebber, Inc. September 2002 - March 2003
Skills
Asset Allocation, Analytics, Mutual Funds, Research, Alternative Investments, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Specialization: Finance
The Johns Hopkins University 1998 — 2002
BA, Economics
Bryan Liu's Strategic Insight Experience 2004 - Present
Job
Industry
Experience
Strategic Insight 2004 - Present
Skills
Asset Management, Asset Allocation, Mutual Funds, Asset Managment, Alternative Investments, Equities, Portfolio Management, Hedge Funds, Financial Services, Investments
Education
The College of William and Mary - The Mason School of Business
Master of Business Administration (M.B.A.)
Strategic Insight 2004 - Present
Skills
Asset Management, Asset Allocation, Mutual Funds, Asset Managment, Alternative Investments, Equities, Portfolio Management, Hedge Funds, Financial Services, Investments
Education
The College of William and Mary - The Mason School of Business
Master of Business Administration (M.B.A.)
Christina Gutt's Strategic Insight Experience April 2006 - September 2009
Job Independent Craftsperson
Industry Arts and Crafts
Experience
Kira Creations January 2010 - Present
Strategic Insight, an Asset International company 2006 - 2010
Strategic Insight April 2006 - September 2009
Skills
Microsoft Office, Administration, Event Management, Coordination, Administrative Support, Calendars, Excel, Customer Service, Research, Word, Customer Relations, Databases, Outlook, Problem Solving, Editing, Writing, Microsoft Word, Microsoft Excel
Education
City University of New York-Hunter College
BA, Russian, Speech & Theater
New York University
Diplomate, Publishing and Graphics
Kira Creations January 2010 - Present
Strategic Insight, an Asset International company 2006 - 2010
Strategic Insight April 2006 - September 2009
Skills
Microsoft Office, Administration, Event Management, Coordination, Administrative Support, Calendars, Excel, Customer Service, Research, Word, Customer Relations, Databases, Outlook, Problem Solving, Editing, Writing, Microsoft Word, Microsoft Excel
Education
City University of New York-Hunter College
BA, Russian, Speech & Theater
New York University
Diplomate, Publishing and Graphics
Chelsea Zhao's Strategic Insight Experience April 2011 - Present
Job Research Analyst at Strategic Insight
Industry
Experience
Strategic Insight April 2011 - Present
Education
Binghamton University
Bachelor of Science (BS), Finance, Global Management
Strategic Insight April 2011 - Present
Education
Binghamton University
Bachelor of Science (BS), Finance, Global Management
Alvin van der Kuech's Strategic Insight Experience January 2009 - September 2013
Job Marketing Analyst SAP
Industry Marketing and Advertising
Experience
SAP May 2015 - Present
Park Avenue Securities January 2014 - January 2015
Strategic Insight January 2009 - September 2013
Skills
Mutual Funds, Technical Support, Equities, Data Analysis, Databases, Investments, CompTIA A+ Certification, Analysis, Hedge Funds
Education
New England College
Business Computer Science
SAP May 2015 - Present
Park Avenue Securities January 2014 - January 2015
Strategic Insight January 2009 - September 2013
Skills
Mutual Funds, Technical Support, Equities, Data Analysis, Databases, Investments, CompTIA A+ Certification, Analysis, Hedge Funds
Education
New England College
Business Computer Science
Albert Botvinnik's Strategic Insight Experience April 2006 - Present
Job Research Analyst at Strategic Insight
Industry Capital Markets
Experience
Strategic Insight April 2006 - Present
City University of New York September 2002 - March 2006
Skills
Financial Economics, Microsoft Excel, Econometrics, Health Economics, Economic Research, Trading, Equities, Economics, Derivatives, Financial Analysis, Fixed Income, Capital Markets, Financial Markets
Education
City University of New York-Brooklyn College 2008 — 2014
Master's Degree, Econometrics and Quantitative Economics
Brooklyn College 1999 — 2005
Bachelor's Degree, Economics
Strategic Insight April 2006 - Present
City University of New York September 2002 - March 2006
Skills
Financial Economics, Microsoft Excel, Econometrics, Health Economics, Economic Research, Trading, Equities, Economics, Derivatives, Financial Analysis, Fixed Income, Capital Markets, Financial Markets
Education
City University of New York-Brooklyn College 2008 — 2014
Master's Degree, Econometrics and Quantitative Economics
Brooklyn College 1999 — 2005
Bachelor's Degree, Economics
Amy LaFrance's Strategic Insight Experience November 2007 - 2015
Job Senior Investment & Industry Research Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments May 2015 - Present
Strategic Insight November 2007 - 2015
Various Firms, Morgan Stanley, UBS, Janney Montgomery, Wachovia February 2002 - November 2007
Russell/Mellon June 2000 - February 2002
Skills
Investments, Analysis, ETFs, Mutual Funds, Due Diligence, Fixed Income, Strategic Planning, Distribution Strategies, Asset Managment, Report Writing, Qualitative Research, Market Research, Competitive Analysis, Competitive Landscape, Fund Industry..., Customized..., Research, Intermediary..., Industry Analysis, Mutual Fund Trends and..., Asset Manager..., CRM, Financial Services, Hedge Funds, Alternative Investments, Business Development, Investment Management, Series 7, Retirement, Investment Strategies, Asset Management, Asset Allocation, Wealth Management, Securities, Variable Annuities, Series 63, Equities
Education
Saint Michael's College 1993 — 1997
BA, English
John Hancock Investments May 2015 - Present
Strategic Insight November 2007 - 2015
Various Firms, Morgan Stanley, UBS, Janney Montgomery, Wachovia February 2002 - November 2007
Russell/Mellon June 2000 - February 2002
Skills
Investments, Analysis, ETFs, Mutual Funds, Due Diligence, Fixed Income, Strategic Planning, Distribution Strategies, Asset Managment, Report Writing, Qualitative Research, Market Research, Competitive Analysis, Competitive Landscape, Fund Industry..., Customized..., Research, Intermediary..., Industry Analysis, Mutual Fund Trends and..., Asset Manager..., CRM, Financial Services, Hedge Funds, Alternative Investments, Business Development, Investment Management, Series 7, Retirement, Investment Strategies, Asset Management, Asset Allocation, Wealth Management, Securities, Variable Annuities, Series 63, Equities
Education
Saint Michael's College 1993 — 1997
BA, English
Huilan Jordan's Strategic Insight Experience February 2008 - August 2010
Job Columbia University School of International and Public Affairs
Industry International Affairs
Experience
Everbright Securities May 2011 - August 2011
Strategic Insight February 2008 - August 2010
Chase Home Mortgage May 2007 - February 2008
Chase Home Mortgage August 2004 - April 2007
Skills
Fluent in Chinese,..., Economics, Stata, Mandarin, Macroeconomics, Bloomberg Terminal, Emerging Markets, Research, International Relations, Econometrics, Data Analysis, Policy Analysis, Financial Analysis, International..., Statistics, Sustainable Development, Market Research, Economic Development, Program Evaluation
Education
Columbia University - School of International and Public Affairs 2010 — 2012
MA, International Finance and Economic Policy
May 2004Queens College of City University of New YorkNew 2001 — 2004
Bachelor of Liberal Arts, Economics
Everbright Securities May 2011 - August 2011
Strategic Insight February 2008 - August 2010
Chase Home Mortgage May 2007 - February 2008
Chase Home Mortgage August 2004 - April 2007
Skills
Fluent in Chinese,..., Economics, Stata, Mandarin, Macroeconomics, Bloomberg Terminal, Emerging Markets, Research, International Relations, Econometrics, Data Analysis, Policy Analysis, Financial Analysis, International..., Statistics, Sustainable Development, Market Research, Economic Development, Program Evaluation
Education
Columbia University - School of International and Public Affairs 2010 — 2012
MA, International Finance and Economic Policy
May 2004Queens College of City University of New YorkNew 2001 — 2004
Bachelor of Liberal Arts, Economics
Lew Schwartz's Strategic Insight Experience January 2003 - January 2004
Job Senior Visual FoxPro Developer
Industry Information Technology and Services
Experience
HSBC 2007 - 2011
Strategic Insight January 2003 - January 2004
Skills
Observation, Remembering, Describing, FoxPro, Programming, Software Design, Editing, Microsoft SQL Server, Databases, Photoshop, Portrait Photography, Digital Photography, PHP, Photography, SQL, Web Development, T-SQL, Database Design
Education
New York University 1965 — 1970
MA, English Literature, Cinema, Photography
NYU
Master's degree, English Language and Literature, General
HSBC 2007 - 2011
Strategic Insight January 2003 - January 2004
Skills
Observation, Remembering, Describing, FoxPro, Programming, Software Design, Editing, Microsoft SQL Server, Databases, Photoshop, Portrait Photography, Digital Photography, PHP, Photography, SQL, Web Development, T-SQL, Database Design
Education
New York University 1965 — 1970
MA, English Literature, Cinema, Photography
NYU
Master's degree, English Language and Literature, General
Joe Fikes's Strategic Insight Experience 2007 - 2008
Job Chemical Sales
Industry Chemicals
Experience
USNR Corporate Account ManagerGEO Specialty Chemicals, Inc.January 2015 - Present
Nalco, An Ecolab Company April 2011 - January 2015
Sbarro's October 2009 - September 2010
Directors Guild of America June 2008 - October 2009
Strategic Insight 2007 - 2008
U.S. Navy June 1997 - June 2007
Stu Seagull 2004 - 2006
USNA 1994 - 1997
Education
Jack Welch Management Institute 2015 — 2017
Master of Business Administration, Business Administration and Management, General
United States Naval Academy 1993 — 1997
BS, English
Defense Information School (DINFOS)
Public Affairs, Journalism
USNR Corporate Account ManagerGEO Specialty Chemicals, Inc.January 2015 - Present
Nalco, An Ecolab Company April 2011 - January 2015
Sbarro's October 2009 - September 2010
Directors Guild of America June 2008 - October 2009
Strategic Insight 2007 - 2008
U.S. Navy June 1997 - June 2007
Stu Seagull 2004 - 2006
USNA 1994 - 1997
Education
Jack Welch Management Institute 2015 — 2017
Master of Business Administration, Business Administration and Management, General
United States Naval Academy 1993 — 1997
BS, English
Defense Information School (DINFOS)
Public Affairs, Journalism
Daniel McCabe's Strategic Insight Experience March 2012 - December 2014
Job Research Associate
Industry Financial Services
Experience
Strategic Insight March 2012 - December 2014
Elizabeth Arden October 2011 - March 2012
Hachette Book Group June 2011 - August 2011
Fiduciary Trust Company September 2010 - January 2011
Pitt Telefund, University of Pittsburgh September 2009 - May 2010
Pitt News, University of Pittsburgh October 2007 - April 2008
Skills
Research, Data Analysis, Mutual Funds, Financial Services, Alternative Investments, Writing, Market Research, Copy Editing, EDGAR filings, Customer Service, Morningstar, Volatility, PowerPoint, Microsoft Excel, Variable Annuities, Outlook, Fundraising
Education
University of Pittsburgh 2006 — 2010
Bachelors of Arts, 2010; Communication and Political Science
Strategic Insight March 2012 - December 2014
Elizabeth Arden October 2011 - March 2012
Hachette Book Group June 2011 - August 2011
Fiduciary Trust Company September 2010 - January 2011
Pitt Telefund, University of Pittsburgh September 2009 - May 2010
Pitt News, University of Pittsburgh October 2007 - April 2008
Skills
Research, Data Analysis, Mutual Funds, Financial Services, Alternative Investments, Writing, Market Research, Copy Editing, EDGAR filings, Customer Service, Morningstar, Volatility, PowerPoint, Microsoft Excel, Variable Annuities, Outlook, Fundraising
Education
University of Pittsburgh 2006 — 2010
Bachelors of Arts, 2010; Communication and Political Science
Regine Chambers's Strategic Insight Experience October 2006 - December 2008
Job Banking Professional
Industry Banking
Experience
Adecco December 2012 - March 2013
Maspeth Federal Savings 2011 - 2012
Strategic Insight October 2006 - December 2008
Catholic Charities April 2003 - October 2006
Carver Federal Savings Bank March 1994 - August 2002
Skills
Microsoft Excel, General Ledger, ACH, Monarch, Back Office, Settlement, Banking
Education
ASA Institute of Business and Computer Technology 2002 — 2004
Business Administration with MIS
Borough of Manhattan Community College 1984 — 1985
Business Administration
Adecco December 2012 - March 2013
Maspeth Federal Savings 2011 - 2012
Strategic Insight October 2006 - December 2008
Catholic Charities April 2003 - October 2006
Carver Federal Savings Bank March 1994 - August 2002
Skills
Microsoft Excel, General Ledger, ACH, Monarch, Back Office, Settlement, Banking
Education
ASA Institute of Business and Computer Technology 2002 — 2004
Business Administration with MIS
Borough of Manhattan Community College 1984 — 1985
Business Administration
Len Galasso's Strategic Insight Experience 2007 - 2008
Job Vice President Sales and Relationship Management at SunGardWall Street Concepts
Industry Financial Services
Experience
SunGard Capital Markets 2013 - Present
Dow Jones 2012 - 2013
Broadridge Financial Solutions 2009 - 2011
Strategic Insight 2007 - 2008
Ibbotson Associates/Morningstar 1999 - 2006
Dow Jones Telerate 1995 - 1999
Skills
Equities, Mutual Funds, Asset Managment, Fixed Income
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Concentration in Finance
Binghamton University
Bachelor of Arts (BA), Economics
SunGard Capital Markets 2013 - Present
Dow Jones 2012 - 2013
Broadridge Financial Solutions 2009 - 2011
Strategic Insight 2007 - 2008
Ibbotson Associates/Morningstar 1999 - 2006
Dow Jones Telerate 1995 - 1999
Skills
Equities, Mutual Funds, Asset Managment, Fixed Income
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Concentration in Finance
Binghamton University
Bachelor of Arts (BA), Economics
Frederick A. Cheung's Strategic Insight Experience March 2005 - March 2007
Job
Industry Accounting
Experience
Union Paving & Construction Co., Inc. April 2015 - Present
Harbour Rock LLC August 2014 - March 2015
J.P. Morgan September 2011 - July 2014
Citi April 2007 - August 2011
Strategic Insight March 2005 - March 2007
Skills
Financial Analysis, Auditing, Financial Services, Accounting, Internal Controls, Private Equity, Investments, Fund Administration, Account Reconciliation, Banking, Investment Banking, Portfolio Management, Mutual Funds, Financial Accounting, US GAAP, Proficient with..., Fund Of Funds, Cash Flow, Financial Statement..., Construction Accounting, Sage Timberline Office, Accounts Payable &..., CFOs, Financial Reporting
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Mathematics
Indiana University South Bend
Master of Business Administration (M.B.A.), Accounting and Finance
Union Paving & Construction Co., Inc. April 2015 - Present
Harbour Rock LLC August 2014 - March 2015
J.P. Morgan September 2011 - July 2014
Citi April 2007 - August 2011
Strategic Insight March 2005 - March 2007
Skills
Financial Analysis, Auditing, Financial Services, Accounting, Internal Controls, Private Equity, Investments, Fund Administration, Account Reconciliation, Banking, Investment Banking, Portfolio Management, Mutual Funds, Financial Accounting, US GAAP, Proficient with..., Fund Of Funds, Cash Flow, Financial Statement..., Construction Accounting, Sage Timberline Office, Accounts Payable &..., CFOs, Financial Reporting
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Mathematics
Indiana University South Bend
Master of Business Administration (M.B.A.), Accounting and Finance
Alyse Joseph's Strategic Insight Experience July 2007 - November 2009
Job SCM Process Support at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin May 2011 - Present
KAEGAN Corporation November 2009 - October 2010
Strategic Insight July 2007 - November 2009
Education
Liberty University 2004 — 2007
Bachelor of Arts (B.A.), Mass Communication/Media Studies/Graphic Design
Germanna Community College 2001 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Lockheed Martin May 2011 - Present
KAEGAN Corporation November 2009 - October 2010
Strategic Insight July 2007 - November 2009
Education
Liberty University 2004 — 2007
Bachelor of Arts (B.A.), Mass Communication/Media Studies/Graphic Design
Germanna Community College 2001 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial