Telsey Advisory Group
Address: 555 5th Ave, New York, NY 10017 Phone: (212) 973-9700: Category: : : Hours: Website: : Place name: : : Website: http://www.telseygroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.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 Telsey Advisory Group (TAG) Posting publicly on the Web Write a review Reviews 1 Google review
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Telsey Advisory Group Employees
Capital Group June 2013 - Present
UBS Investment Bank June 2012 - May 2013
NYU Stern School of Business August 2010 - May 2012
UBS Investment Bank June 2011 - August 2011
Telsey Advisory Group November 2010 - April 2011
SOUTHWEST SECURITIES, INC April 2010 - July 2010
SOUTHWEST SECURITIES, INC June 2007 - April 2010
CITIGROUP June 2006 - June 2007
Skills
Equity Research, Value Investing, Valuation, Investments, Economics, Equities, Hedge Funds, Financial Analysis, Financial Modeling, Writing, Fixed Income, Microsoft Excel, Bloomberg, Series 7, Series 63, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master, Specializations in Finance and Economics
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Management
Resource Management Group August 2015 - Present
Telsey Advisory Group April 2015 - June 2015
Truex Metier August 2014 - February 2015
Truex Metier April 2014 - August 2014
Beahm Law August 2011 - April 2014
University of Massachusetts Commonwealth Honors College August 2008 - May 2010
Skills
Recruiting, Human Resources, Management, Executive Level..., Hiring, Training, Microsoft Office, Business Development, Sourcing, Permanent Staffing, Scheduling, Expense Reports, Concur, Calendaring, Resume Writing, Screening Resumes, Career Counseling, Interview Preparation, Social Media Marketing, Temporary Placement, Event Planning, Interviews, CRM, Salesforce.com, Operations Management, Accounts Receivable, WebEx, LinkedIn Recruiter, Office Management, Social Media
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Arts, English Literature; Japanese Language and Literature
Stanford University
Master of Arts, East Asian Studies
Union Gaming June 2015 - Present
Telsey Advisory Group August 2009 - May 2015
Deutsche Bank August 2007 - August 2009
Morgan Stanley September 2005 - April 2007
Skills
Series 24, Series 7, Series 63, Bloomberg, Equities, Fixed Income, Trading, Portfolio Management, Bonds, High Yield, Investment Advisory, Economics, Equity Research, Hedge Funds, Capital Markets, Securities, Financial Modeling, Investments, Valuation, Asset Management, Alternative Investments, Investment Banking, Financial Analysis, Mutual Funds, Financial Markets, Private Equity, Corporate Finance, Derivatives, Investment Management, Finance, Asset Allocation, Equity Valuation, Emerging Markets, Due Diligence, Equity Trading, Investment Strategies, Financial Services, Mergers, Wealth Management, FINRA, Banking, Risk Management
Education
Tufts University 1999 — 2003
BA, Quantitative Economics
Pleasantville High School 1995 — 1999
BTIG, LLC November 2014 - Present
Cornerstone Macro LP February 2014 - November 2014
Telsey Advisory Group February 2012 - February 2014
ITG (& the former Majestic Research) August 2007 - January 2012
Georgetown Lombardi Comprehensive Cancer Center January 2007 - June 2007
Rockefeller & Co., Inc. June 2006 - August 2006
Skills
Equity Research, Pharmaceuticals, Biotechnology, Retail, Report Writing, Data Modeling, Financial Modeling, Valuation, Equities, Finance, Financial Analysis
Education
Georgetown University 2003 — 2007
Bachelor of Science (BS)
Garnet Group, Inc. May 2013 - Present
Telsey Advisory Group January 2011 - April 2013
RBC Capital Markets January 2009 - December 2010
First New York Securities September 2005 - November 2008
Stratix Capital December 2006 - August 2007
Monarch Research January 2003 - August 2005
Skills
Portfolio Management, Trading, Bloomberg, Equities, Equity Research, Buy-side, Sell Side, Equity Valuation, Hedge Funds, Series 7, Valuation, Equity Trading, Series 63, Capital Markets, Financial Markets, Investment Strategies, Financial Modeling, Securities, Investments, Trading Systems, Asset Management, ETFs, Proprietary Trading, Trading Strategies, Chartered Financial..., Institutional..., Investment Management, Bloomberg Terminal, Fixed Income, Alternative Investments, Due Diligence
Education
Indiana University Bloomington 1993 — 1997
Finance, Business
Union Gaming November 2014 - Present
Telsey Advisory Group April 2012 - November 2014
The GMS Group May 2009 - April 2012
The GMS Group May 2007 - May 2009
Goldman Sachs June 2006 - January 2007
Millennium Pharmaceuticals 2005 - 2006
Liberty Mutual Insurance 2004 - 2005
Skills
Financial Modeling, Valuation, Fixed Income, Restructuring, Credit Analysis, Structured Finance, Real Estate Finance, Leveraged Finance, Financial Statement..., Equity Research, Bloomberg, Equities, Investment Banking, Capital Markets, Investments, Equity Valuation, Hedge Funds, Securities, Series 7, Series 63, Corporate Finance, Due Diligence, Bonds, Financial Analysis, FINRA, Financial Services, Mergers & Acquisitions, Finance, Private Equity, Financial Markets, Equity Capital Markets, DCF, Financial Reporting, High Yield, Structured Products, LBO, Business Valuation
Education
Northeastern University 2002 — 2007
Bachelor of Science, Finance and Entrepreneurship
La Salle College High School 1998 — 2002
Telsey Advisory Group June 2010 - Present
TECHF.I.N. (Technology for Families In Need) 2014 - Present
Telsey Advisory Group August 2008 - June 2010
USTA January 2008 - August 2008
USTA March 2006 - January 2008
USTA August 2003 - March 2006
Skills
New Business Development, Business Analysis, Securities, Equities, Entrepreneurial..., Creative Problem Solving, Client Development, New Client Acquisitions, Salesforce.com, Pension Funds, Entrepreneurship, Corporate Finance, Alternative Investments, Financial Modeling, Financial Analysis, Bloomberg, Asset Managment, Trading, Asset Management, Strategic Planning, Business Development, Investments, Capital Markets, Asset Allocation, Mutual Funds, Investment Management, Venture Capital, Series 7, Investment Strategies, Management, Fixed Income, Equity Trading, Equity Research, Series 24, Hedge Funds, Financial Services, Investment Banking, Leadership, Financial Markets, Due Diligence, Private Equity, Mergers & Acquisitions, Portfolio Management, Finance, Strategic Financial..., Options, Analysis, FINRA, Series 63, Fund Of Funds
Education
Pace University - Lubin School of Business 2000 — 2005
Bachelor of Arts
The Lab Studio March 2015 - Present
Ivy October 2013 - March 2015
Forerunner Ventures October 2010 - September 2013
Relativity Media September 2009 - December 2009
Telsey Advisory Group June 2009 - August 2009
Sotheby's June 2008 - August 2008
Education
USC Marshall School of Business 2007 — 2010
Bachelor's, Business Admin
Richmond, The American International University in London 2006 — 2006
Cantor Fitzgerald June 2014 - Present
Telsey Advisory Group March 2013 - June 2014
AllianceBernstein August 2011 - March 2013
UBS June 2004 - July 2011
Skills
Series 7, Equities, Bloomberg, Fixed Income, Asset Managment, Alternative Investments, Portfolio Management, Capital Markets, Trading, Investments, Securities, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, General Business
Lehigh University - College of Business and Economics 2000 — 2004
B.S., Finance
Telsey Advisory Group November 2013 - June 2014
Loehmann's July 2013 - November 2013
AprilMarin & Co. September 2012 - July 2013
Longbow Research February 2009 - March 2010
Cowen and Company June 2002 - January 2008
Robertson Stephens & Co. August 2000 - June 2002
Lazard Freres & Co. May 1999 - August 2000
Skills
Financial Analysis, Investment Management, Trading, Equity Research, Retail Sales Analysis, Consumer Branding, Inventory Accounting, Revenue Modeling, Private Equity, Valuation, Retail, Series 63, Investment Banking, Series 7, Hedge Funds, Mutual Funds, Venture Capital, FINRA, Financial Modeling, Equity Valuation, Fixed Income, Capital Markets, Investments, Equity Capital Markets, Equities, Due Diligence, Bloomberg, Investor Relations, Securities, Equity Trading, Forecasting, Asset Management, Alternative Investments, Analysis, Corporate Development, Corporate Finance, Portfolio Management, Finance, Analytics
Education
Harvard University 1993 — 1997
A.B.
Towers Watson August 2013 - Present
Aon Hewitt August 2011 - August 2013
Gerson Lehrman Group April 2010 - March 2011
Thomson Reuters January 2008 - March 2010
Berkery, Noyes & Co., LLC August 2007 - December 2007
Citi June 2007 - August 2007
Telsey Advisory Group August 2006 - May 2007
Skills
Financial Modeling, Management Consulting, CRM, Investments, Financial Analysis, Equity Research, Analysis, French, PowerPoint, Strategic Sourcing, Business Analysis, Research, Benchmarking, Economics, Corporate Communications, Procurement, Event Planning, Business Relationship..., Financial Reporting, Balanced Scorecard, Presentation Development, Microsoft Excel, Arabic, Finance, Excel, Client Relationship..., Cost Reduction, Cost Savings, PMO, Spin-offs, Mergers & Acquisitions, Human Resources, Incentive Programs, Sales Effectiveness, Change Management, Executive Compensation..., Career Path Planning, Market Pricing, Performance Benchmarking
Education
City University of New York-Hunter College 2004 — 2007
Bachelor's Degree, Economics, 3.71
New York University 2003 — 2004
Computer Engineering
Ironwood Capital Management January 2014 - Present
Telsey Advisory Group October 2012 - November 2013
ThinkEquity LLC February 2005 - September 2012
Education
Colgate University 1999 — 2003
B.A., English
American Institute For Foreign Study - Granada, Spain 2012 — 2012
Telsey Advisory Group February 2015 - Present
GreyCap Advisors, LLC February 2012 - December 2014
Jefferies & Company April 2010 - December 2011
CIBC World Markets / Oppenheimer & Company December 2001 - April 2010
Harlyn Textile Mills/Ozzie Industries, Inc. June 1991 - August 2001
Skills
Equity Research, Capital Markets, Financial Advisory, Corporate Development, Investment Banking, Hedge Funds, Equities, Private Equity, Alternative Investments, Valuation, Fixed Income, Investor Relations, Financial Modeling, Trading, Corporate Finance, Emerging Markets, Venture Capital, Investments, Strategy
Education
Columbia Business School 1998 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1982 — 1986
B.S., Business Finance
WestEnd Capital Management February 2013 - Present
Presidio EES 2013 - Present
Telsey Advisory Group February 2011 - February 2013
Island Trader Securities August 2008 - January 2011
LPL Financial January 2007 - August 2008
Skills
•Series 7, Series 24,..., •Basic Spanish Fluency, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Moxy, Axys, Bloomberg, EMSX, Adobe, Easy Tax Software, Trading, Alternative Investments, Management, Financial Analysis, Equities, Finance
Education
San Francisco State University 2003 — 2006
B.S., Corporate Finance
Brean Capital, LLC September 2014 - Present
Telsey Advisory Group March 2007 - June 2014
Geneva Investment Management 2005 - 2007
Morningstar September 2004 - December 2005
William Blair and Company 1998 - 2002
BMO Nesbitt Burns 1996 - 1998
Ennis Knupp & Associates 1994 - 1996
Skills
Analysis, Asset Management, Data Analysis, Economics, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Investments, Management, Portfolio Management, Qualitative Research, Research, Strategy, Valuation, Bloomberg, Alternative Investments, Asset Managment, Mergers, Asset Allocation, Capital Markets, Mergers & Acquisitions, Series 7
Education
University of Southern California 2002 — 2004
University of Illinois at Urbana-Champaign
BA, Economics
New Trier High School
New Trier High School
The Estée Lauder Companies Inc. September 2014 - Present
PepsiCo April 2012 - September 2014
Telsey Advisory Group January 2011 - September 2011
Bank of America Merrill Lynch June 2010 - August 2010
Watson Wyatt Worldwide March 2008 - August 2009
Watson Wyatt Worldwide July 2004 - February 2008
Citigroup June 2003 - July 2003
Skills
Financial Modeling, Pensions, ALM, Investments, Valuation, Investment Strategies, VBA, Actuarial, Financial Analysis, Risk Management, Funding, Risk, Statistics, Asset Management, Hedging, Portfolio Management, Asset Allocation, Actuarial Science, Finance, Capital Markets, Trading, Investment Management, Financial Risk
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Master, Business Administration
University of Virginia 2000 — 2004
Bachelor of Arts, Economics and Mathematics, GPA 3.8
KIMS
Lahore University of Management Sciences
Telsey Advisory Group April 2015 - August 2015
Grayson and Associates, Inc. January 2013 - June 2014
David Lerner Associates, inc. September 2012 - January 2013
HTG Capital Partners, LLC February 2011 - July 2011
The Gelber Group (Previously Four Leaf Trading) April 2009 - August 2010
Breakwater Trading December 2006 - April 2009
Skills
Trading, Bonds, Proprietary Trading, Equities, Derivatives, Investments, Securities, Fixed Income, Financial Analysis, Finance, Series 7, Corporate Finance, Valuation, Electronic Trading, Capital Markets, Trading Systems, Interest Rate..., Technical Analysis, Modeling, Bloomberg Terminal, Interest Rates, Financial Modeling, Bloomberg
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Business Administration (M.B.A.), Finance, 3.71
University of Florida 2002 — 2006
BA, History
Telsey Advisory Group August 2015 - Present
New York Cares January 2005 - Present
Topeka Capital Markets, Inc March 2011 - February 2015
JNK Securities April 2007 - March 2011
Citigroup Global Markets INC. January 2000 - January 2007
Skills
Equities, Series 7, Series 63, Trading, Options, Bloomberg, Securities, Hedge Funds, Equity Trading, Equity Research, Capital Markets, Asset Management, Electronic Trading, Strategy, Alternative Investments
Education
University at Albany, SUNY 1995 — 1999
BS, Accounting
Bank of America July 2014 - Present
FBR July 2013 - June 2014
Telsey Advisory Group June 2012 - May 2013
cayuga fund llc September 2011 - May 2012
Department of Investments - NJ Pension Fund May 2011 - August 2011
Nomura Asset Management 2008 - 2009
Accenture 2005 - 2008
Skills
Financial Statement..., Research, Team Management, Financial Modeling, Valuation, Equity Research, Financial Analysis, Capital Markets, Bloomberg, Equities, Investments, Asset Managment
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA, Capital Markets & Asset Management
Fairleigh Dickinson University 2000 — 2005
Bachelors of Science, Finance/Economics
Goldman Sachs July 2013 - Present
Telsey Advisory Group December 2010 - May 2013
The JAM Brands July 2008 - December 2010
KRN Contractors, LLC August 2007 - July 2008
Skills
Event Management
Education
University of Louisville 2007 — 2009
Master of Science (MS), Sport Administration
University of Louisville 2003 — 2007
Bachelor of Science (BS), Marketing
Deutsche Bank July 2012 - Present
Deutsche Bank June 2011 - August 2011
Hobart and William Smith Colleges September 2009 - July 2011
Telsey Advisory Group June 2010 - August 2010
NJ Department of Health & Senior Services July 2007 - September 2008
The Sergeantsville Inn August 2005 - July 2007
Skills
Strategic Planning, PowerPoint, Grant Writing, Microsoft Excel, Research, Social Media, Public Speaking, Sustainability, Social Networking, Analysis, Microsoft Word, Community Outreach, Microsoft Office, Data Analysis, Time Management, Nonprofits, Equity Research, Finance, Leadership, Fundraising, Event Planning, Spanish, Teamwork, Customer Service, Team Leadership, Marketing, Outlook, Facebook, Equities, Sales, Economics, Financial Analysis, English, Financial Modeling, Investments, Valuation
Education
Hobart and William Smith Colleges 2008 — 2012
BA, Economics, Environmental Studies, 3.67
Rent The Runway June 2014 - Present
Telsey Advisory Group June 2013 - June 2014
Georgetown University August 2012 - June 2014
Barclays Capital September 2008 - June 2012
Lehman Brothers February 2008 - September 2008
Macy's 2006 - 2008
Skills
Financial Modeling, Valuation, Options, Derivatives, Bloomberg, Equity Research
Education
Georgetown University - The McDonough School of Business
MBA Candidate 2014
The Ohio State University
Economics
Monness, Crespi, Hardt & Co., Inc. September 2014 - Present
Telsey Advisory Group January 2012 - September 2014
Sidoti & Company, LLC October 2007 - January 2012
Zurich Financial Services July 2003 - October 2007
Skills
Equity Research, Alternative Investments, Financial Modeling, Economics, Fundraising, Business Development, Investment Banking, Investment Selection, Valuation, Equities, Capital Markets, Investments, Trading, Securities, Equity Valuation
Education
The Johns Hopkins University
BA, Economics, German
BB&T Capital Markets June 2015 - Present
Telsey Advisory Group November 2013 - May 2015
Northland Securities August 2011 - November 2013
Bank of America Merrill Lynch October 2010 - May 2011
Skills
Series 7, Series 63, Financial Modeling, Equity Research, Microsoft Excel, Capital Markets, Analytical Reasoning, Microsoft Word, Thomson One Analytics, Series 86/87, Valuation, Finance, Portfolio Management
Education
Marquette University 2007 — 2011
Bachelor of Science (BS), Finance, Economics
Telsey Advisory Group October 2015 - Present
ClearSlide June 2014 - September 2015
University of Michigan Telefund January 2014 - April 2014
CrossRoads June 2013 - July 2013
Jones The Grocer LLC June 2012 - July 2012
Forest Sweaters Ltd. August 2009 - August 2009
Skills
Accounting, Financial Modeling, Valuation, Economics, Microsoft Excel, Data Analysis, Statistics, Problem Solving, Minitab, Visual Basic, Manufacturing, Open Source, ERP, ERP Implementations, Cold Calling, Microsoft Dynamics ERP, ProModel, Client Rapport, Business Model..., SaaS, Salesforce.com, Microsoft Office, PowerPoint, Leadership, Social Media, Teamwork, Research
Education
University of Michigan 2010 — 2014
B.S.E., Industrial and Operations Engineering, Cum Laude
Sprinklr January 2015 - Present
Sprinklr January 2014 - December 2014
Sprinklr July 2012 - December 2013
Imperial Capital December 2011 - June 2012
Telsey Advisory Group March 2009 - October 2011
Merrill Lynch March 2002 - January 2009
Skills
Social Media, Enterprise Software, Financial Services, SaaS, Social Media Measurement, Solution Selling, Social Media Consulting, Corporate Social Media, Account Management, Sales Management, Thought Leadership, Social Selling, Coaching & Mentoring, Peer Mentoring, Cross Functional Team..., Public Speaking, Creative Writing
Education
College of the Holy Cross 1997 — 2001
Bachelor of Arts (B.A.), English Literature, Italian Language
Darien High School
Repeater Communications Group, LLC March 2015 - Present
Telsey Advisory Group March 2014 - March 2015
The Tiffen Company March 2012 - February 2014
CoreyPam1, Inc. d/b/a New York Inkjet, LLC. & Pettway Digital September 2009 - March 2012
Charter Management Realty Corp April 2007 - August 2009
Skills
Social Media Marketing, Management, Customer Service, Microsoft Office, Marketing Strategy, Accounting, Marketing, Payroll, Training, Access, Accounts Receivable, Process Scheduler, Accounts Payable, Adobe Creative Suite, Online Marketing, Data Entry, Outlook, HTML, Website Development, Business Development, Microsoft Word, Public Speaking, Microsoft Excel, Human Resources, Sales Support, Sales Presentations, Presentation Development, Reception, Bookkeeping, Web Project Management, Content Development, B2B eCommerce, Bid Preparation, Vendor Relations, Quickbooks, Customer Presentations, Office Administration, Small Business..., Report Writing, Report Generation, Public Relations, Staff Training, Order Entry, Order Processing, Order Management, Project Management, Manufacturing..., Copywriting, Marketing Copy, Administrative...
Education
Nassau Community College 1994 — 1998
Associates, Liberal Arts
Telsey Advisory Group March 2014 - Present
Telsey Advisory Group July 2010 - February 2014
Credit Suisse July 2008 - June 2010
Credit Suisse June 2007 - August 2007
General Electric Asset Management May 2006 - August 2006
Skills
Financial Modeling, Valuation, Due Diligence, Statistical Analysis, Business Development, Finance, Analytics, Capital Markets, Corporate Finance, Bloomberg
Education
Babson College 2004 — 2008
Bachelor of Science, Finance
Ridgefield High School 2000 — 2004
Telsey Advisory Group September 2015 - Present
Community Health Systems September 2014 - September 2015
e+CancerCare December 2013 - September 2014
CapitalSpring October 2013 - December 2013
Stephens Inc. March 2013 - September 2013
Masters Investment Learning Center December 2010 - December 2012
Haslam Torch Fund September 2011 - October 2012
Tennessee Consolidated Retirement System May 2012 - August 2012
The Board Room August 2006 - August 2012
Merrill Lynch April 2011 - August 2011
Skills
Bloomberg, Finance, Microsoft Excel, Bloomberg Terminal, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Equity Research, PowerPoint, Equities, Fixed Income, Risk Management, Microsoft Office, Bloomberg Software, Analytics, Excel, Equity Research Analysis, Stock Research, Equity Valuation, Capital Markets, Teamwork, @Risk, Investment Research, Equity Capital Markets, MS Office Suite, Analytic Thinking, Challenge Driven, Intellectually Curious, Salesforce.com, FactSet, Financial Risk
Education
University of Tennessee-Knoxville - College of Business Administration 2011 — 2012
Masters of Business Administration, Finance
University of Tennessee-Knoxville 2008 — 2010
Bachelor of Science, Finance, Accounting
Consumer Edge Research LLC March 2015 - Present
Telsey Advisory Group April 2011 - March 2015
HRC Portofilio Solutions January 2009 - April 2011
Lazard Asset Management May 2008 - January 2009
Skills
Series 7, Equities, Fixed Income, Series 63, Alternative Investments, Investments, Capital Markets, Mutual Funds, Securities, Asset Management, Salesforce.com, Financial Services, Asset Allocation
Education
Loyola University Maryland 1999 — 2003
Bachelor's degree, Economics
Don Bosco Prep 1995 — 1999
Noble People (formerly Ikon3) June 2015 - Present
VCU Brandcenter August 2013 - May 2015
Cramer-Krasselt June 2014 - August 2014
Brooks Brothers June 2012 - August 2013
Telsey Advisory Group January 2012 - April 2012
Missing Piece Group July 2010 - December 2011
Girlie Action Media & Marketing September 2009 - July 2010
Skills
Social Media, Press Releases, Public Relations, New Media, Social Media Marketing, Journalism, Creative Writing, Final Cut Pro, Microsoft Office, Mac OS X, Photography, Communication, Writing, Store Operations, Music Publicity, Entertainment Journalism, Arts Journalism, Photoshop, Made to Measure, Blue Cherry, Special Orders, Strategic Planning, Marketing Strategy, Focus Groups, Quantitative Research, SurveyMonkey, Presentations, Branding & Identity
Education
Virginia Commonwealth University 2013 — 2015
Master's Degree, Advertising - Strategy
Fordham University 2004 — 2008
B.A., Communications & Media Studies
ManpowerGroup Solutions September 2013 - Present
Richard Attias & Associates March 2012 - December 2012
New Leaders for New Schools April 2011 - November 2011
Regan, Campbell Ward Group September 2010 - February 2011
Telsey Advisory Group March 2010 - August 2010
The NewsMarket Inc March 2009 - June 2009
Atlas Media Corp December 2007 - May 2008
Tie A Yellow Ribbon, LLC July 2007 - November 2007
Freelance April 2006 - December 2006
HarperCollins/Regan Books May 2005 - February 2006
Skills
Microsoft Office, Mac user, Pro Tools, Final Cut Pro, Blogging, Salesforce.com, Media Pitching, Public Relations, Publicity, Media Tours, Social Media, Photoshop, Books, PowerPoint, Event Planning, Word, Writing, Press Releases, Excel, Outlook, Mac, Illustrator, Dreamweaver, HTML, Media Relations, Proofreading, SugarCRM, Microsoft Excel, Event Management, Social Networking, Facebook, Television, Editorial
Education
The New School for General Studies New 2007 — 2009
Master of Arts, Media Studies & Media Management
Colgate University 1995 — 1999
Bachelor of Arts (B.A.), Psychology and English
Zola July 2014 - Present
Amazon January 2012 - July 2014
Telsey Advisory Group January 2011 - January 2012
Gilt Groupe September 2009 - January 2011
Saks Fifth Avenue June 2008 - September 2009
The Luxury Marketing Council January 2008 - May 2008
Tungsten Partners January 2007 - June 2007
Merrill Lynch May 2006 - October 2006
Skills
Marketing, Financial Modeling, Financial Analysis, Analysis, Start-ups, E-commerce, Competitive Analysis, Business Development, Business Analysis, SQL, Forecasting, Salesforce.com, Market Research, Merchandising, Marketing Strategy, Analytics, Management, Advanced Microsoft..., P&L Management, Category Management, Category Development, Category Analysis, Negotiation, Microsoft Excel, Team Management, Retail, Categorization, Project Management, Corporate Finance, Pricing, Cross-functional Team..., Vendor Management, Data Analysis, Valuation, Market Analysis, Program Management, New Business Development, Strategic Partnerships, Business Planning, Entrepreneurship, Leadership, CRM, Strategic Planning, Fashion, Team Leadership, Strategy
Education
New York University 2004 — 2008
Economics, Finance
The American University of Paris 2007 — 2007
Traverse City Central High School
Woodland School
Independent
FalconBridge Capital Markets September 2014 - January 2015
Telsey Advisory Group July 2013 - June 2014
Wolfe Research July 2012 - June 2013
ICR May 2010 - July 2012
Superfly Productions June 2008 - June 2010
The University of Alabama August 2007 - May 2009
Big Hassle May 2008 - August 2008
Skills
Press Releases, Public Relations, Event Planning, Marketing, Editing, Newsletters, Budgets, Management, Analysis, CRM, Photoshop, Event Management, Social Media, Recruiting, Research, Social Media Marketing, Microsoft Office
Education
University of Alabama 2005 — 2009
Bachelors in Communication Information Sciences, Public Relations, English, 3.4
Gap Inc. August 2012 - September 2014
Telsey Advisory Group February 2012 - June 2012
The Frankel Group June 2011 - August 2011
Conifer Securities October 2005 - December 2009
Skills
Retail, Inventory Management, Financial Analysis, Inventory Planning, Pricing Strategy, Financial Forecasting, Equity Research Analysis, Market Analysis, Strategic Planning, Leadership, Business Strategy, Analysis, Equity Research
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (M.B.A.), Business
University of Virginia 2001 — 2005
BA, American Government
Business Talent Group 2013 - Present
Telsey Advisory Group 2010 - 2012
Vertical Partners May 2009 - July 2009
AlpInvest Partners 2006 - 2008
Credit Suisse 2004 - 2006
Skills
Private Equity, Financial Modeling, Valuation, Business Strategy, Strategy, Corporate Finance, Investments, Equity Research, Business Development, Investment Banking, Fundraising, Financial Analysis, M&A execution, LBO, Capital Markets, Alternative Investments, New Business Development, Fixed Income, Equities, Leveraged Finance, Financial Statement..., Management Due Diligence, Sales Management, Complex Sales, Consulting, Marketing Strategy, Sales
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA
Emory University - Goizueta Business School 2000 — 2004
BBA, Finance
Walt Whitman HS 1996 — 2000
High School
Copperhead Capital LLC 2014 - Present
Oppenheimer & Co. December 2012 - March 2014
Telsey Advisory Group September 2012 - December 2012
Merrill Lynch September 2010 - May 2011
Skills
Financial Modeling, Equity Valuation, Financial Analysis, Capital Markets, DCF Valuation, Bloomberg Terminal, Special Situations, US Equities, Investments, Asset Management
Education
University of South Florida - College of Business Administration 2006 — 2011
Bachelor of Science (B.S.), Finance
American Appraisal June 2012 - May 2015
Telsey Advisory Group January 2011 - June 2012
Northern Transcripts March 2007 - February 2010
Celtic Transcripts February 2005 - March 2007
Skills
Salesforce.com, Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, PowerPoint, Due Diligence, Google Chrome, Windows, Management, HTML, CSS, FTP software
Education
Manhattan College 2000 — 2004
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
GE Capital March 2014 - Present
Telsey Advisory Group October 2013 - March 2014
CPM Group September 2012 - October 2013
Martin Scott Wines, Ltd. June 2007 - September 2012
Allied Supply Inc. June 2002 - August 2006
Skills
Corporate Finance, Asset Managment, Fundamental Analysis, Commodity Markets, Financial Statement..., Equity Valuation, Equity Research, Market Valuation, Technical Data Analysis, Strategic Financial..., Forecasting, Sales Operations, Large-Scale Budget &..., Budget Forecasts, Operations Management, Inventory Management, Inventory Forecasting, Hedge Funds, Asset Management, Bloomberg Terminal, Valuation, Financial Modeling, Private Equity, Economics, Financial Analysis, Financial Planning, Capital Markets, Finance, Portfolio Management, Strategy, Equities, Business Analysis, Bloomberg, Management
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Corporate Finance, Quantitative Finance, Accounting
SUNY at Buffalo 2003 — 2007
Bachelor's Degree, Specialization: International Business and World Trade
Commack High School 1999 — 2003
GLC Business Services April 2011 - Present
Telsey Advisory Group February 2010 - April 2011
AllianceBernstein June 2008 - February 2010
Bear Stearns 2007 - 2008
Right Wall Capital 2005 - 2005
Skills
Hedge Funds, Equities, Alternative Investments, Equity Research, Investment Banking, Management, Wealth Management, Corporate Finance, Investments, Leadership, CRM, New Business Development, Mergers & Acquisitions, Due Diligence
Education
Middlebury College 2004 — 2008
BA, Economics
pittsford sutherland
pittsford sutherland
Funding Circle USA October 2012 - Present
Prolific Interactive April 2013 - January 2015
Telsey Advisory Group January 2012 - October 2012
FBR December 2005 - November 2011
Merrill Lynch 2003 - 2005
Deutsche Bank 2001 - 2003
Skills
Valuation, Financial Modeling, Investment Banking, Equities
Education
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA, Finance, International Business
St. Joseph's High School
Citi Capital Advisors July 2011 - November 2012
Telsey Advisory Group December 2010 - March 2011
Livingston Securities May 2010 - August 2010
PricewaterhouseCoopers September 2006 - September 2009
Viacom, Inc. January 2005 - January 2006
Sumitomo Mitsui Banking Corporation March 2004 - November 2004
Skills
Financial Modeling, Valuation, Fixed Income, Corporate Finance, Financial Reporting, Hedge Funds, Auditing, Capital Markets, Investments
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Pace University - Lubin School of Business 2003 — 2006
BBA
Green Street Advisors January 2011 - Present
Telsey Advisory Group May 2010 - January 2011
Telsey Advisory Group February 2009 - May 2010
PETCO Animal Supplies, Inc. December 2005 - July 2008
Skills
Financial Modeling, Financial Analysis, Equity Research, Valuation, Bloomberg, Corporate Finance, Equity Valuation, Microsoft Excel, Equities, Private Equity, Due Diligence, Asset Allocation, Series 7, Securities, Real Estate Economics, Real Estate, Commercial Real Estate
Education
New York University, Stern School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
Cornell University 2001 — 2004
Bachelor of Science (B.S.), Applied Economics and Management
Anaplan July 2015 - Present
Clarabridge March 2014 - June 2015
GoodData October 2012 - March 2014
Oracle/RightNow Technologies October 2010 - October 2012
Auriga USA, LLC October 2009 - November 2010
Telsey Advisory Group August 2007 - September 2009
Roth Capital Partners October 2005 - August 2007
Skills
SaaS, Strategic Partnerships, Salesforce.com, CRM, New Business Development, Sales, Sales Operations, Account Management, Business Intelligence, Enterprise Software, Solution Selling, Analytics, Business Strategy, Cloud Computing, Lead Generation, Marketing Strategy, Professional Services, Sales Process, Start-ups, Strategy
Education
University of California, Santa Barbara 1997 — 2001
Global Language & Business Solutions Company August 2015 - Present
Global Language & Business Solutions Company September 2013 - Present
McKinney Rogers April 2013 - September 2013
Fresenius Medical Care February 2013 - April 2013
Arcadia Investment Partners December 2010 - December 2012
Telsey Advisory Group August 2010 - December 2010
Noble Media Management September 2009 - July 2010
My Good Girl Music - Sony/ATV Publishing August 2008 - December 2008
Red Light Management August 2008 - December 2008
I.E.B.A. May 2008 - August 2008
Skills
Publicity, Entertainment, Music Industry, Account Management, Project Management, Investor Relations, Qualitative Research, Event Planning, Client Relations Skills, Management Consulting, Research
Education
Belmont University 2005 — 2009
Bachelor of Business Administration (BBA)
Telsey Advisory Group November 2014 - April 2015
UBS Investment Bank February 2014 - November 2014
KPMG UK October 2012 - February 2014
Skills
Valuation, Economics, Corporate Finance, Due Diligence, Strategy, Private Equity, Risk Management, Analysis, Financial Modeling
Education
University College London, U. of London 2010 — 2011
Masters, International Public Policy
The University of Connecticut 2006 — 2010
Bachelor of Science in Business, Finance and International Studies
National University of Singapore Business School 2008 — 2009
Full-year Study Abroad, Finance
Danbury High School 2002 — 2006
Diploma
McKinsey & Company July 2013 - Present
Soros Fund Management August 2012 - September 2012
IMC Financial Markets June 2012 - August 2012
United States Department of the Treasury March 2012 - June 2012
Credit Suisse August 2011 - September 2011
Stanford University Economics Department June 2011 - August 2011
Telsey Advisory Group June 2010 - August 2010
Education
Stanford University 2012 — 2013
Master of Science (M.S.), Management Science and Engineering
Stanford University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Groton School 2004 — 2009
Telsey Advisory Group July 2015 - Present
Merrill Lynch 2012 - 2015
Wells Fargo Securities 2010 - 2012
MKM Partners May 2008 - August 2008
Davis Capital Management 2004 - 2007
Skills
Equity Valuation, Research, Telecommunications, Financial Modeling, Equity Research, Financial Analysis, Banking, Investments, Portfolio Management, Equities
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance
SDA Bocconi 2009 — 2009
MBA, Finance
Vanderbilt University
BA, Psychology/Business Admin
Michael Kors May 2015 - Present
Michael Kors April 2013 - May 2015
Telsey Advisory Group July 2012 - March 2013
Telsey Advisory Group June 2011 - August 2011
Skills
Marketing, Marketing Strategy, Luxury Brand Marketing, Digital Marketing, Social Media Marketing, Product Marketing, Online Marketing, 360 Campaigns, Campaign Management, Market Research, Campaign Development, Multi-channel Campaign..., Luxury Goods, Integration, Social Media Measurement, Digital Media, Digital Strategy, Cross-functional Team..., Leadership, Driving Results, Strategic Planning, Strategic Communications, Creative Strategy, Creative Briefs, Competitive Analysis, Competitive Marketing...
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (BA), History
CreditSights September 2014 - Present
CreditSights November 2012 - September 2014
Telsey Advisory Group June 2012 - November 2012
ASG Capital May 2009 - August 2009
Skills
Financial Modeling, Equity Research, Corporate Finance, Valuation, Report Writing, Factset, Equity Valuation, Credit Analysis, Fixed Income Research, Energy, Investment Analysis, Financial Statement..., Fundamental Analysis, Midstream, Industry Research, Bloomberg, Capital Markets, Fixed Income, Power Generation, Natural Gas
Education
Florida International University
Master of Science, Finance
University of Central Florida
Bachelor of Science, Business Administration; Finance
New York Life Insurance Company November 2013 - Present
New York Yankees June 2013 - August 2013
Imperium Inc January 2013 - May 2013
American University 2009 - 2012
Telsey Advisory Group June 2010 - August 2010
New York Legislative Service - Legislative History June 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Non-profits, Sports, Editing, Social Networking, English, Data Analysis
Education
American University 2012 — 2013
Master of Science (MS), Accounting
American University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Bank of America Merrill Lynch 2014 - 2014
Credit Suisse 2012 - 2012
Telsey Advisory Group 2010 - 2012
Telsey Advisory Group 2009 - 2010
Telsey Advisory Group 2008 - 2009
Bear Stearns & Co. 2005 - 2005
Skills
Equity Research, Equity Valuation, Bloomberg, Series 7, Equities, Series 63, Valuation, Fixed Income, Hedge Funds, Financial Modeling, Trading, Investments, Economics, Series 24, Equity Trading, Financial Analysis, Securities, Capital Markets, Alternative Investments
Education
UCLA Anderson School of Management 2013 — 2015
M.B.A., Full-Time Program, Finance
Northwestern University 2005 — 2008
B.A., Economics
CTF Development International July 2014 - Present
Solera Capital May 2010 - April 2014
Telsey Advisory Group March 2008 - August 2008
Skills
Valuation, Financial Modeling, Private Equity, Due Diligence, Venture Capital, Mergers, Microsoft Excel, Equity Research, Research, Microsoft Office, Corporate Finance
Education
Barnard College 2007 — 2010
BA
Reed College 2006 — 2007
Spence 1993 — 2006
Telsey Advisory Group September 2013 - June 2014
ASCAP January 2013 - September 2013
ASCAP January 2011 - December 2012
Education
NYU Stern School of Business
MBA Candidate, Langone Part-Time Program, Finance
University of Miami 2005 — 2009
BM, Bachelor of Music Business and Entertainment Industries, May 2009
Buckinghamshire New University 2008 — 2008
Semester Abroad, Global Entertainment Distribution Studies, Spring Semester 2008
MAST Capital Management 2014 - Present
Kwoller 2014 - Present
Embed.ly 2010 - Present
American Airlines May 2013 - August 2013
Telsey Advisory Group 2013 - May 2013
Fidelity Investments 2006 - 2012
Skills
Hedge Funds, Credit Risk, Financial Modeling, Alternative Investments, Financial Analysis, Capital Markets, Strategic Financial..., Risk Management, Investment Strategies, Investment Management, Credit Analysis, Non-profit Consulting, Restructuring, Business Development, Business Strategy, Mergers & Acquisitions, Financial Risk..., Valuation, Equity Research, Distresse, Debt Restructuring, Debt, Start-up Ventures, Non-profit Leadership, Non-profit Board..., Prime Brokerage, Start-ups, Distressed Debt, Bloomberg, Equities, Corporate Finance, Investments, Value Investing
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Chartered Financial Analyst Institute 2007 — 2009
CFA Charterholder
Northeastern University 2000 — 2005
Bachelor of Science in Business, Finance/Accounting
U.S. Cellular January 2014 - January 2015
Las Vegas Sands Corporation September 2012 - October 2013
Telsey Advisory Group June 2012 - August 2012
MD Global Partners, LLC December 2011 - January 2012
Smart Online May 2011 - July 2011
Self Employed August 2009 - April 2011
Skills
Corporate Finance, Microsoft Excel, Financial Analysis, Equity Research, Capital Markets, PowerPoint, Bloomberg, Financial Modeling, Valuation
Education
Duke University - The Fuqua School of Business 2011 — 2012
Master of Management Studies
The University of Iowa 2005 — 2009
Bachelor of Science, Psychology
Federal Reserve Bank of New York July 2015 - Present
NYU Stern School of Business July 2013 - July 2015
Telsey Advisory Group November 2014 - April 2015
Standard & Poor's June 2014 - August 2014
United States Marine Corps February 2012 - July 2012
United States Marine Corps October 2010 - March 2012
United States Marine Corps June 2010 - October 2010
United States Marine Corps October 2007 - June 2010
Skills
Military Operations, Signals Intelligence, Electronic Warfare, Russian, Information Operations, Training, DoD, Management, Operational Planning
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (MBA) 2015, Finance, General
Trinity College-Hartford 2003 — 2007
Bachelor of Arts (B.A.), Russian, Central European, East European and Eurasian Studies
Nomura Securities June 2013 - Present
J.P. Morgan July 2011 - June 2013
Janney/FBR January 2009 - July 2011
Goldman Sachs 2007 - 2009
Telsey Advisory Group 2006 - 2007
Skills
Equity Research, Capital Markets, Investment Management, Valuation, Equities, Financial Modeling, Fixed Income, Hedge Funds, Bloomberg, Corporate Finance, Investments, Due Diligence, Asset Management, Investment Banking, Private Equity, Alternative Investments, Equity Valuation, Portfolio Management, LBO, Trading, Securities, Series 7, Options, Series 63, Equity Derivatives, FINRA, Financial Markets, Investment Strategies, Financial Analysis, Bloomberg Terminal, Asset Allocation, DCF, Derivatives, Emerging Markets, Bonds
Education
Columbia University in the City of New York 2003 — 2006
BA, Economics and Philosophy
Goldman Sachs November 2010 - Present
Citi 2011 - 2012
Telsey Advisory Group March 2006 - March 2011
DAWSON CAPITAL MANAGEMENT, Inc April 2010 - September 2010
Telsey Advisory Group March 2006 - April 2010
BEAR STEARNS & Co November 2002 - March 2006
Skills
Editing, Bloomberg, Research, Strategic Planning, Management, Press Releases, Microsoft Excel, Human Resources, Salesforce.com
Education
Marist College 1998 — 2002
BA, History
Telsey Advisory Group July 2012 - Present
Gleacher & Company August 2008 - September 2011
American Technology Research September 2002 - August 2008
SoundView Technology Group September 1997 - September 2002
Nutmeg Securities, Ltd. December 1993 - September 1997
Skills
Series 7, 63, 24, Alert, Oasys , Oasys..., Fidessa, JP Morgan Clearing Corp..., Pershing Clearing, Bloomberg OMS, GLOS, XTIVA, Microsoft Office, DTC Settlements, International ..., F/X, Futures, Fixed Income, Reconciliations, Process Improvement, Project Management, Broadridge/ADP, Sungard, Entrepreneur, Team Building, Vendor Management, Change Management, Series 63, Entrepreneurship, Account Reconciliation, Series 7, Trading, Bloomberg, Equities, Equity Trading, Series 24, Risk Management, Trading Systems, Operations Management, Options, Electronic Trading, Equity Derivatives, FINRA, Hedge Funds, Investments, Securities, Settlement, Alternative Investments, Capital Markets, Portfolio Management
Education
Bryant College 1990 — 1993
B.S, Business Administration
Norwalk Community College 1989 — 1990
Associates, Finance and Banking
Telsey Advisory Group May 2015 - Present
ICR May 2014 - August 2014
ICR May 2013 - August 2013
Splash Restaurant May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Public Speaking, Bloomberg Terminal, Critical Thinking, Customer Service, Leadership
Education
University of Delaware - Lerner College of Business and Economics 2013 — 2017
Fairfield College Preparatory School 2009 — 2013
Telsey Advisory Group April 2009 - August 2009
Johnson Associates 2008 - 2009
AllianceBernstein 2006 - 2007
Trillium Securities 2005 - 2006
Skills
Portfolio Management, Financial Modeling, Equities, Investments, Hedge Funds, Fixed Income, Management Consulting, Due Diligence, Management, Finance, Derivatives, Valuation, Financial Services, Economics, Market Research, Business Strategy, Corporate Finance, Risk Management, Venture Capital, Data Analysis, Financial Analysis, Securities, Bloomberg, Business Analysis, Investment Banking, Capital Markets, Private Equity, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
BA
United States Army Officer Candidate School
Telsey Advisory Group July 2015 - Present
Janney Capital Markets April 2009 - Present
Banc of America Securities January 2006 - April 2009
HDFC Bank 2002 - 2004
Skills
Equity Research, Equities, Capital Markets, Financial Modeling, Financial Accounting, Bloomberg, Derivatives, Retail, Financial Analysis, Forecasting, Valuation, Investment Banking, Corporate Finance, Hedge Funds, Banking, Equity Valuation, Fixed Income
Education
Chartered Accountant
Chartered Accountant, Finance & Accounting
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
IGT February 2015 - Present
Ralph Lauren 2007 - February 2015
Telsey Advisory Group 2006 - 2007
W Hotels 2005 - 2006
Bear, Stearns & Co. Inc. 2000 - 2005
Skills
Investor Relations, Public Relations, Apparel, Marketing, Financial Modeling, Retail, Equity Research, Management, Microsoft Excel, Valuation, Advertising, Business Development, Investments, Event Planning, Fashion, Corporate Communications, Competitive Analysis, PowerPoint, Business Strategy, Financial Analysis
Education
Columbia University in the City of New York
BA
Northwestern University - Kellogg School of Management
MBA
Profit Investment Management 2010 - Present
Telsey Advisory Group 2008 - June 2010
Deutsche Bank 2006 - 2008
EBRD (European Bank for Reconstruction and Development) September 2002 - July 2004
U.S. Bancorp Libra 1999 - 2001
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
Stanford University 1995 — 1999
BA
Conversion Partners March 2012 - Present
Telsey Advisory Group February 2010 - February 2012
City Light Capital June 2009 - September 2009
Citigroup August 2005 - June 2008
Citigroup October 2003 - July 2005
Deutsche Bank June 2002 - October 2003
Skills
Investment Banking
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance & Strategy
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2002
BSBA, Business
Telsey Advisory Group March 2013 - Present
Telsey Advisory Group March 2007 - March 2013
Telsey Advisory Group February 2006 - March 2007
Bear Stearns 2000 - 2006
PaineWebber 1999 - 2000
Skills
Salesforce.com, Event Planning, Financial Services, Management, Conference Coordination, Event Management, International Event..., Roadshows, Sales Operations, Microsoft Excel, FrontPage, Microsoft Office, Equity Research, Analysis, Investments, Market Research, Capital Markets, Financial Modeling, Bloomberg, Asset Management, Financial Analysis
Education
City University of New York-Baruch College 1993 — 1997
B.A., English Literature
Telsey Advisory Group 2006 - Present
Cowen and Company 2004 - 2005
Bear Stearns 2000 - 2004
Saks Fifth Avenue 1993 - 1997
Skills
Hedge Funds, Valuation, Equity Research, Equities
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance, Accounting
Brandeis University 1989 — 1993
BA, American Studies, Art History
Cornell University - S.C. Johnson Graduate School of Management August 2012 - Present
Telsey Advisory Group June 2013 - August 2013
Deloitte April 2011 - November 2011
Sansar Capital Management August 2010 - March 2011
Principled Capital Management April 2008 - May 2010
United Airlines July 2006 - March 2008
Skills
Investments, Financial Analysis, Valuation, Alternative Investments, Finance, Sarbanes-Oxley Act, Hedge Funds, Financial Modeling, Equity Research, Private Equity, Accounting, Strategy, Analysis, Corporate Finance, Management, Asset Management, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
MBA Candidate, Class of 2014
Cornell University
University of Arizona, Eller College of Management
Bachelor, Accounting
University of Illinois at Urbana-Champaign - College of Business
Master, Accounting
Rue La La October 2013 - Present
Sweeney, Johnson & Scates January 2012 - September 2013
Barnes & Noble Inc. August 2007 - December 2011
Skin Cancer Foundation 2007 - 2007
Telsey Advisory Group 2006 - 2007
Zagat Survey 2002 - 2007
Benetton USA 2001 - 2002
Rena Lange 2000 - 2001
Skills
Microsoft Excel, Microsoft Word, Access, Travel Planning, Online Research, Database Administration, Time Management, Logistics, PowerPoint, Follow Through, Event Management, Outlook, Event Planning, Merchandising, Customer Service, Office Administration, Administrative..., Microsoft Office, Spreadsheets, Administrative...
Education
Brooklyn Technical 1986 — 1990
City University of New York
Morgan State University
Information Services Group April 2012 - Present
Telsey Advisory Group May 2009 - January 2010
Sanford C. Bernstein & Co. LLC June 2000 - March 2009
Smith Barney October 1996 - March 2000
Skills
Program Management, Financial Services, Equity Research, Consulting, Management, Financial Analysis, Mergers & Acquisitions, Sales, Outsourcing, Management Consulting, Competitive Analysis, Business Transformation, Business Development, Business Process..., Strategy, Business Strategy, Financial Modeling
Education
ALMA Scuola di Cucina 2011 — 2011
Professional Certificate, Cuisine
Lafayette College 1986 — 1990
Bachelor of Arts (BA), International Affairs
PricewaterhouseCoopers July 2014 - Present
JPMorgan Chase April 2013 - July 2014
PricewaterhouseCoopers August 2011 - April 2013
Telsey Advisory Group December 2008 - July 2009
Lehman Brothers July 2003 - August 2008
Skills
Capital Markets, Financial Risk, Management Consulting, Banking, Equity Research, Private Equity, Valuation, Financial Modeling, Due Diligence, Hedge Funds
Education
NYU Stern School of Business 2009 — 2011
MBA, Finance, Strategy
University of Pennsylvania 1999 — 2003
Bachelor of Science (BS), Economics
University of Pennsylvania - The Wharton School 1999 — 2003
Korn Ferry February 2015 - Present
Korn Ferry May 2014 - Present
Reputation Institute March 2012 - May 2014
Reputation Institute July 2010 - March 2012
Telsey Advisory Group September 2008 - May 2009
Smith Barney May 2008 - August 2008
Skills
Financial Modeling, Economics, Equities, Research, Market Research, Microsoft Excel, Consulting, Presentations, Qualitative Research, Equity Research, Report Writing, Writing, Magazine Management, Case Studies, Editorial Process, Management, Content Management, Content Production, Finance, Management Consulting, Data Analysis, Analytics, Project Management, Market Analysis, Competitive Analysis, PowerPoint, Reputation Management, Reputation, Financial Analysis, Financial Accounting, Conducting Interviews, Client Presentation, Copy Editing, Creative Writing, Business Writing, Quantitative Research, Competitive Intelligence, Strategy, Analysis, Interviews
Education
Fordham University - Graduate School of Business Administration 2007 — 2009
Master of Business Administration (MBA), Finance
Williams College 1999 — 2003
B.A., American Studies
Union Gaming November 2014 - Present
Telsey Advisory Group June 2008 - 2014
Oppenheimer & Co. June 2006 - January 2008
Jefferies Asset Management August 2005 - May 2006
Oppenheimer & Co. May 2004 - August 2005
Merrill Lynch March 2002 - May 2004
Lehman Brothers May 2000 - March 2002
Saks Incorporated March 1998 - May 2000
Skills
Equities, Equity Research, Valuation, Financial Modeling, Hedge Funds, Investments, Asset Managment, Capital Markets, Series 7, Bloomberg, Portfolio Management, Alternative Investments, Fixed Income, Buy-side, Series 63, Equity Valuation, Corporate Finance, Financial Analysis, Retail, Securities, Stock Picking, Emerging Markets, Financial Reporting, High Yield
Education
Boston University - School of Management 1993 — 1997
Bachelor of Science (BS)
Tabor academy
Tabor academy
Morgan Stanley August 2015 - Present
Telsey Advisory Group March 2014 - August 2015
MKM Partners 2012 - 2012
Citi 2005 - 2011
Skills
Equities, Hedge Funds, Series 7, Portfolio Management, Bloomberg
Education
Pepperdine University 1998 — 2002
The Pomfret School 1996 — 1998
DHI Group, Inc. January 2015 - Present
Telsey Advisory Group January 2014 - April 2014
FTI Consulting October 2011 - November 2013
Sterne Agee September 2008 - October 2011
ICR, Inc. July 2007 - May 2008
Ryan Beck & Co. June 2004 - January 2007
Qwest Communications January 2001 - October 2001
Delia Associates November 1999 - November 2000
A.G. Edwards & Sons, Inc. December 1994 - September 1999
Skills
Equity Research, Capital Markets, Investments, Investor Relations, Equities, Valuation, Financial Modeling, Financial Analysis, Series 7, Business Strategy, Corporate Communications, Due Diligence, Strategy, Finance, Analysis, Market Research, Securities, Communications Strategy, Executive-level Advisory, Industry Research, Oral & Written..., Retail & Consumer Sector
Education
Rutgers University-New Brunswick 2003 — 2004
BA and MBA, Finance, Economics, Psychology
Rutgers, The State University of New Jersey-Newark 2002 — 2004
BA, Pyschology
New York Life Insurance Company July 2012 - Present
PRMIA - Professional Risk Managers' International Association October 2013 - Present
Lazard Capital Markets August 2011 - July 2012
Telsey Advisory Group December 2010 - May 2011
BAE Systems May 2003 - May 2010
Skills
Financial Modeling, Valuation, Financial Analysis, VBA, Bloomberg, Equities, Corporate Finance, Market Risk, Equity Valuation, Fixed Income, Microsoft Excel, MATLAB, Excel, Firm Valuation, Fixed Income Products, Fundamental Research, Machine Learning, Data Mining, Credit Risk, Financial Risk, Financial Risk..., Risk Management, Python, R
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University - Polytechnic School of Engineering
Masters, Electrical Engineering
City University of New York-Brooklyn College
Bachelor, Physics
703 Advisors June 2015 - Present
Kurt Salmon Associates September 2009 - June 2015
Telsey Advisory Group May 2008 - July 2009
Polo Ralph Lauren January 2008 - May 2008
Ariel Investments June 2004 - July 2007
Skills
Management Consulting, Equity Research, Strategy, Business Strategy, Financial Modeling, Retail, Product Development, Investments, Competitive Analysis, Corporate Development, Analytics
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Management, Retail
Columbia University in the City of New York 2007 — 2009
MBA
Tufts University 2000 — 2004
Bachelor of Arts (BA), Economics and International Relations
CBIZ MHM, LLC September 2015 - Present
Citrin Cooperman July 2014 - September 2015
Citrin Cooperman July 2013 - July 2014
Mayer Hoffman McCann CPAs October 2008 - June 2013
Telsey Advisory Group September 2007 - July 2008
RSM McGladrey August 2006 - September 2007
Berenson LLP October 2003 - August 2006
Skills
GAAP, Payroll, Financial Reporting, Financial Accounting, US GAAP, Auditing, Accounting, Sarbanes-Oxley Act, Corporate Tax, CPA, External Audit, Financial Statements, Consolidation, Cash Flow, Financial Analysis, Financial Audits, General Ledger, Revenue Recognition, QuickBooks, Assurance, Account Reconciliation, Cost Accounting, Fixed Assets, Journal Entries, Accounts Receivable, Accruals, Forecasting, Bank Reconciliation, Bookkeeping, Private Equity, Accountants, Tax, SEC filings, Internal Audit, Tax Preparation, Income Tax
Education
New York University 1998 — 2001
Bachelor of Science, Economics
CL King & Associates 2007 - Present
Telsey Advisory Group 2006 - 2007
New Vernon Associates 2005 - 2006
Fulcrum Global Partners 2003 - 2004
Bear Stearns 1998 - 2003
Education
United States Naval Academy 1989 — 1993
BS, English
Liberty Mutual Insurance December 2014 - Present
Tuck School of Business at Dartmouth College August 2012 - June 2014
Telsey Advisory Group August 2013 - September 2013
Dunkin' Brands June 2013 - August 2013
Altman Vilandrie & Company June 2011 - July 2012
Altman Vilandrie & Company February 2010 - June 2011
Kurt Salmon Associates August 2007 - November 2008
Skills
Management Consulting, Financial Modeling, Due Diligence, Strategy, Analytics, Competitive Analysis, Business Strategy, Business Modeling, Data Analysis, Market Analysis, Market Research, Segmentation, Strategic Consulting, Entrepreneurship, Economics
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
Duke University 2003 — 2007
Bachelor's Degree, Psychology
Topeka Capital Markets, Inc December 2013 - Present
Boston Financial Corporation July 2011 - November 2013
CL King & Associates December 2010 - June 2012
Kaufman Brothers May 2008 - April 2010
Telsey Advisory Group August 2007 - May 2008
Skills
Equity Research, Series 63, Equities, Capital Markets, Series 24, Securities
Education
University of Pennsylvania - The Wharton School 1981 — 1985
BS Econ, Finance/Marketing
Choate Rosemary Hall 1977 — 1981
Stifel Financial Corp. June 2014 - Present
Telsey Advisory Group October 2011 - June 2014
Stifel Nicolaus February 2003 - July 2009
Skills
Equity Research, Equities, Valuation, Financial Analysis, Financial Modeling, Industry analysis, Consulting
Education
Univeristy of Virginia, McIntire School of Commerce
BS Commerce, Finance and Management Information Systems
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Corporate Strategy
Telsey Advisory Group June 2013 - Present
Lazard Capital Markets December 2012 - June 2013
Lazard Capital Markets October 2011 - December 2012
Lazard Capital Markets May 2005 - October 2011
Allan Gershowitz Securities Corp May 2003 - May 2005
Skills
Series 7, Microsoft Excel, PowerPoint, Series 63, Equities, Equity Research, Bloomberg, Hedge Funds, Fixed Income, Capital Markets, Investments, Financial Modeling, Series 86 & 87, Series 55, Trading
Education
Penn State University 1999 — 2003
Bachelor, Finance, Business Law
Telsey Advisory Group June 2014 - May 2015
Citi Global Markets October 2000 - December 2013
Citigroup Global Markets October 2000 - December 2007
Credit Suisse First Boston October 1999 - October 2000
Goldman Sachs & Co. August 1997 - September 1999
Skills
Equities, Equity Research, Hedge Funds, Capital Markets, Bloomberg, Investment Banking, Derivatives, Fixed Income, Emerging Markets, Financial Markets, Structured Products, Equity Trading, Securities, Trading, Valuation, Financial Modeling, Equity Valuation, Series 7, Alternative Investments, Equity Derivatives, Private Equity, Financial Analysis, DCF, Retail, Consumer Products, Investor Relations, Equity Product..., Specialty Sales, Desk Analyst, Strategy, Long/Short Equity, Investments, Portfolio Management
Education
Columbia University in the City of New York 1995 — 1997
MIA, International Finance & Business
Cornell University 1991 — 1995
BS, Economics & Industrial Relations
London School of Economics and Political Science 1993 — 1994
Certificate, International Accounting & Finance
Tocqueville Asset Management November 2013 - Present
ENG LLC March 2012 - October 2013
Morgan Joseph Tri Artisan Partners August 2010 - December 2011
CL King & Associates March 2007 - August 2010
Telsey Advisory Group February 2006 - March 2007
New Vernon Associates January 2005 - February 2006
Bear Stearns July 1998 - June 2003
Education
United States Naval Academy 1989 — 1993
Bachelors of Science, English
Telsey Advisory Group February 2014 - Present
Morgan Stanley October 2010 - February 2014
Education
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelor of Science in Business Administration, Finance
The Walt Disney Company October 2014 - Present
Telsey Advisory Group June 2013 - August 2013
FTI Consulting January 2010 - July 2012
FTI Consulting October 2009 - January 2010
Huron Consulting Group August 2007 - October 2009
Skills
Financial Modeling, Valuation, Strategy, Business Valuation, Financial Analysis, Data Analysis, Investment Banking, Analysis, Microsoft Office, Emerging Markets, Risk Management, Consulting, Due Diligence, Management Consulting, Corporate Finance, Economics, Litigation Consulting, Bloomberg, Litigation Support, Hedge Funds, Equity Research, Equity Valuation, Brand Management, SPSS, Global Brand Development
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA)
Cornell University 2003 — 2007
BS, Applied Economics and Management
Entreprenuer August 2013 - Present
Institute for Integrative Nutrition September 2013 - September 2014
Green & Tonic September 2013 - September 2014
juice press May 2013 - August 2013
Columbia Business School August 2011 - July 2013
Batali & Bastianich Hospitality Group February 2013 - April 2013
GAMCO Investors, Inc. September 2012 - December 2012
Telsey Advisory Group February 2012 - August 2012
Morgan Stanley Wealth Management June 2007 - June 2011
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Derivatives, Valuation, Asset Managment, Financial Modeling, Capital Markets, Prime Brokerage, Economics, Financial Markets, Due Diligence, Financial Analysis, Data Analysis, Financial Reporting, Market Research, Squash, Nutrition, Human Nutrition, Operations Management, Mindfulness Meditation, Green Living, Food, Food Industry
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance and Entrepreneurship
Boston University 2003 — 2007
BA, Economics
Columbia
Telsey Advisory Group March 2012 - Present
Credit Suisse Securities (USA) LLC May 2011 - March 2012
JS Barkats PLLC January 2011 - April 2011
NYC Courts Access to Justice Program March 2010 - August 2010
Legal Services of North Florida January 2009 - May 2009
Florida Housing and Finance Corporation August 2008 - December 2008
Skills
Capital Markets
Education
Florida State University College of Law 2006 — 2009
Juris Doctor
Florida State University - College of Business 2002 — 2006
BS, Finance and Real Estate
CITIC Securities Company Limited May 2015 - August 2015
Telsey Advisory Group February 2015 - May 2015
GUOTAI JUNAN ASSET MANAGEMENT CO., LTD. June 2014 - August 2014
ENERGY HOUSE CO., LTD. 2012 - 2014
CHINA LOYALTY FINE WINES LTD. 2010 - 2012
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Equities, Economics, Strategy, Derivatives, VBA, Data Analysis, Bloomberg, Research, Investments, Mandarin
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
The University of Hong Kong 2007 — 2010
Bachelor of Engineering (B.Eng.)
Utrecht University 2009 — 2009
Fudan University 2006 — 2007
Bachelor of Medicine, Bachelor of Surgery (M.B.B.S.), Foundation Year
Cornerstone Macro LP November 2013 - Present
Telsey Advisory Group May 2012 - November 2013
Telsey Advisory Group December 2010 - April 2012
Atalanta Corporation November 2009 - December 2010
Farmhouse Equity Research August 2009 - October 2009
Telsey Advisory Group 2007 - 2009
Skills
Series 7, Series 63, Valuation, Financial Market..., Asset Allocation, Financial Analysis, Equity Research, Retail, Equities, Hedge Funds, Mutual Funds, Consumer, Securities, Trading, Alternative Investments, Bloomberg
Education
University of Connecticut 2005 — 2009
BA, Psychology
Telsey Advisory Group November 2014 - Present
Imperial Capital, LLC January 2012 - July 2014
Collins Stewart November 2011 - January 2012
Morgan Joseph TriArtisan LLC March 2010 - November 2011
Skills
Capital Structure, Financial Modeling, Equity Research, Research, Competitive Analysis
Education
Lehigh University - College of Business and Economics 2005 — 2009
Finance, Finance, Accounting
Avon Old Farms School 2003 — 2005
William Blair & Company September 2014 - Present
Telsey Advisory Group July 2011 - September 2014
Barclays Capital September 2008 - June 2010
Lehman Brothers April 2007 - September 2008
Alaco Ltd June 2005 - April 2007
Skills
Series 7, 63, 86, 87, Equities, Financial Modeling, Valuation, Financial Analysis, Equity Research
Education
Indiana University - Kelley School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance
Kenyon College 2001 — 2005
BA, English
Deerfield Academy 1996 — 2000
Time Inc. October 2013 - Present
Telsey Advisory Group August 2010 - October 2013
Rochdale Securities June 2004 - August 2010
Creative Homeowner September 1998 - June 2004
PaineWebber May 1995 - September 1998
Skills
Equity Research, Valuation, Equities, Financial Modeling, Investments, Private Equity, Hedge Funds, Capital Markets, Investment Banking, Bloomberg, Financial Analysis, Broadcast Television, Business Strategy, Capital IQ, Corporate Development
Education
London School of Economics and Political Science
Graduate Diploma, Accounting and Finance
Washington University in St. Louis
Bachelor of Arts (B.A.), History
Profit Investments June 2015 - Present
Janney Capital Markets August 2010 - January 2014
Telsey Advisory Group 2007 - 2010
Wachovia, A Wells Fargo Company 2001 - 2007
Goldman Sachs 2000 - 2000
Merrill Lynch 1992 - 1999
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Bronx Science
Vulcan, Inc. April 2014 - Present
Citigroup June 2012 - April 2014
Telsey Advisory Group October 2011 - June 2012
MF Global September 2008 - October 2011
RBS Global Banking & Markets 2007 - 2008
Education
University College Dublin 2005 — 2006
MBS, Masters Finance
University College Dublin 2001 — 2005
BBLS, Law & Commerce
Miller Investment Management August 2014 - Present
Dartmouth College September 2010 - June 2014
Constitution Capital Partners July 2013 - August 2013
D'Ambrosio Brown, LLP January 2013 - March 2013
Telsey Advisory Group July 2011 - August 2011
Education
Dartmouth College 2010 — 2014
B.A., Economics
Telsey Advisory Group August 2012 - February 2014
Choice Associates September 2011 - August 2012
Skills
Marketing, Outlook, Resume Writing, Microsoft Excel, Microsoft Office, Microsoft Word, Salesforce.com, Cold Calling
Education
Arizona State University, W. P. Carey School of Business
Business Administration
DICK'S Sporting Goods November 2013 - Present
Credit Suisse 2011 - July 2013
FBR 2010 - 2011
Telsey Advisory Group 2008 - 2010
Skills
Bloomberg, Capital Markets, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Investor Relations, Portfolio Management, Series 7, Valuation
Education
Duke University 2004 — 2008
Fox Chapel
Coleman Research Group October 2009 - Present
CK Cooper 2007 - 2008
Telsey Advisory Group 2006 - 2007
Education
Columbia Business School
MBA
Brandeis University
BA, Political Science
Telsey Advisory Group August 2015 - Present
Wunderlich Securities Inc. June 2013 - August 2015
Northcoast Research May 2012 - June 2013
Morgan Keegan June 2001 - March 2012
Suntrust Equitable Securities October 1994 - May 2001
Bromad Investments dba Panera Pizza August 1981 - December 1991
Shillington Box Company May 1978 - August 1981
Skills
Series 7, Series 63, Securities Analyst, Franchisee Management, Franchise Consulting
Education
Washington University in St. Louis 1978 — 1980
Master of Business Administration (MBA), Accounting and Finance
University of Missouri-Saint Louis 1971 — 1975
Bachelor of Science (BS), Accounting and Business/Management
Oppenheimer & Co. Inc. March 2014 - Present
Telsey Advisory Group November 2013 - February 2014
Alliance Bernstein 2001 - 2013
TD/Waterhouse Securites July 1996 - March 1999
Skills
Bloomberg, Capital Markets, Equities, Fixed Income, Hedge Funds, Series 7, Trading
Education
Siena College 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Westlake High School 1989 — 1992