Terese Kelly Investment Group

Terese Kelly Investment Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Terese Kelly Investment Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Terese Kelly Investment Group Salaries. You can even request information on how much does Terese Kelly Investment Group pay if you want to. Learn about salaries, pros and cons of working for Terese Kelly Investment Group directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

16 Terese Kelly Investment Group employees in database. Find out everything there's to know about Terese Kelly Investment Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Terese Kelly Investment Group Employees

Employee
Years
Job
Industry
Daniel Ovadia Daniel Ovadia Greater New York City Area Details
Daniel Ovadia's Terese Kelly Investment Group Experience April 2012 - May 2014
Job J.D. Candidate at Cornell Law School
Industry Management Consulting
Experience
The BARBRI Group  September 2014 - Present
Avon Global Center for Women and Justice  June 2015 - July 2015
RuffaloCODY  January 2014 - August 2014
University at Buffalo (UB)   July 2012 - July 2014
Terese Kelly Investment Group   April 2012 - May 2014
Buffalo CarShare  June 2012 - August 2012
School of Management – University at Buffalo   January 2012 - May 2012
Maxim Financial Group LLC   March 2007 - December 2008
Armani Exchange  October 2005 - March 2007

Skills
Event Planning, Public Speaking, Microsoft Office, Student Development, Facebook, Access, Public Relations, PowerPoint, Customer Service, Newsletters, Community Outreach, Research, Social Networking, Social Media, Program Management, Leadership, Sales, Data Analysis, Time Management, Fundraising, Editing, Nonprofits, Higher Education, Microsoft Word, Teamwork, Legal Research, Legal Writing

Education
Cornell Law School   2014 — 2017
Doctor of Law (J.D.)

State University of New York at Buffalo   2009 — 2014
Bachelor of Science, Business Administration: Financial Analysis, Marketing & Human Resources

Portledge

Jerett Smith Jerett Smith Buffalo/Niagara, New York Area Details
Jerett Smith's Terese Kelly Investment Group Experience April 2014 - May 2015
Job Student at State University of New York at Buffalo
Industry Financial Services
Experience
Goldman Sachs  July 2015 - Present
Sears Holdings Corporation  June 2012 - June 2015
Terese Kelly Investment Group   April 2014 - May 2015
Wegmans Food Markets  October 2009 - April 2015
Citi  May 2014 - August 2014
LPL Financial  September 2010 - February 2011

Skills
Financial Analysis, Macroeconomics, Microeconomics, Microsoft Office, Mathematics, Interpersonal..., Analytical Skills, Customer Satisfaction, Time Management, Access, Finance, Teamwork, Microsoft Excel

Education
State University of New York at Buffalo - School of Management   2011 — 2015
Bachelor of Science (BS), Business Administration and Management, 4.0/4.0

G. Peter Costello G. Peter Costello Ballston Spa, New York Details
G. Peter Costello's Terese Kelly Investment Group Experience April 2015 - Present
Job Intern at Collins Advisory, LLC
Industry Financial Services
Experience
Collins Advisory, LLC   July 2015 - Present
University at Buffalo Student Association  May 2015 - Present
Terese Kelly Investment Group   April 2015 - Present
Pizza Works  August 2011 - August 2014
King Wealth Management Group   April 2012 - June 2012
Saratoga’s Community Federal Credit Union  February 2012 - April 2012

Skills
Microsoft Office, Microsoft Excel, Time Management, Teamwork, Access, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Leadership, Data Analysis, Accounting

Education
University at Buffalo   2012 — 2016
Bachelor of Science (BS), Business Administration/Financial Analysis concentration, 3.85

University at Buffalo   2012 — 2016
Bachelor's Degree, Economics, 3.85

Ben Zhenlong Yang Ben Zhenlong Yang Toronto, Canada Area Details
Ben Zhenlong Yang's Terese Kelly Investment Group Experience January 2015 - Present
Job Experienced MS Finance Candidate
Industry Financial Services
Experience
Terese Kelly Investment Group   January 2015 - Present
CIBC Treasury   May 2015 - August 2015
Cowan Insurance Group  December 2013 - August 2014
TD Securities  May 2012 - December 2012
TD Securities  September 2011 - December 2011
Ontario Teachers' Pension Plan  January 2011 - April 2011

Skills
Business Analysis, Microsoft Excel, Financial Analysis, Data Analysis, VBA, Bloomberg, Access, Risk Management, Project Management, Access Database, Calypso, Investment Management, SQL, Fixed Income, Equity Research, Interest Rate...

Education
State University of New York at Buffalo - School of Management   2014 — 2015
Master's Degree, Master of Science in Finance, Financial Management, 3.96/4

University of Waterloo   2008 — 2013
Bachelor's Degree, Actuarial Science, Finance Option

CFA Institute

Alex Dvorscak Alex Dvorscak Buffalo, New York Details
Alex Dvorscak's Terese Kelly Investment Group Experience April 2014 - December 2014
Job Rising J.D. Candidate at Columbia University
Industry Higher Education
Experience
Terese Kelly Investment Group at The University at Buffalo   January 2015 - Present
Undergraduate Student Association at The University at Buffalo   October 2014 - May 2015
Undergraduate Student Association at The University at Buffalo   May 2014 - May 2015
Terese Kelly Investment Group   April 2014 - December 2014
Hodgson Russ LLP  May 2014 - August 2014
Hodgson Russ LLP  May 2013 - August 2013
University at Buffalo Honors College  August 2012 - May 2013

Skills
Leadership, Public Speaking, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, Attentiveness to Detail, Economics, PowerPoint, Social Media, Social Networking, Research

Education
Columbia University in the City of New York   2015 — 2018
Juris Doctor (J.D.)

State University of New York at Buffalo   2011 — 2015
Bachelor of Arts (B.A.), Economics and Mathematics, minor in History, 3.9 / 4.0 Phi Beta Kappa

Guilderland High School   2007 — 2011
Advanced Regents Diploma, Highest Honors, College Prep

Stephen Maloney Stephen Maloney New York, New York Details
Stephen Maloney's Terese Kelly Investment Group Experience April 2014 - Present
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   May 2014 - Present
Buffalo Undergraduate Consulting Club   April 2013 - Present
Terese Kelly Investment Group   April 2014 - Present
Manage Your Business, LLC   February 2014 - May 2014
Zolio Inc  June 2013 - August 2013
Perinton Aquatics Center   April 2007 - May 2013
Wall Street Oasis  November 2012 - April 2013

Skills
Microsoft Excel, Microsoft Office, Economics, Social Media, PowerPoint, Bloomberg Terminal, Finance, Portfolio Management, Market Research, Consulting, Management, Public Speaking, Strategy, Microsoft Word, Leadership, Analysis

Education
State University of New York at Buffalo   2011 — 2015
Bachelor of Science Business Administration, Finance Concentration & Bachelor of Arts, Economics

Fairport High School   2008 — 2011

Nikki Sooyoung Cheon Nikki Sooyoung Cheon New York, New York Details
Nikki Sooyoung Cheon's Terese Kelly Investment Group Experience May 2012 - May 2013
Job Assurance Services at EY
Industry Accounting
Experience
EY  September 2013 - Present
Toastmasters International  July 2014 - Present
Honors College  May 2013 - September 2013
Buffalo Undergraduate Consulting Club   August 2012 - May 2013
Terese Kelly Investment Group   May 2012 - May 2013
The Export-Import Bank of Korea   July 2012 - August 2012
Volunteering Income Tax Assistance Program   February 2012 - March 2012
Ernst & Young  July 2011 - August 2011

Skills
Financial Analysis, Teamwork, Risk Management, Microsoft Excel, Banking, Accounting, Financial Risk, PowerPoint, Access, Microsoft Office, Microsoft Word, Leadership, Financial Reporting, Internal Audit

Education
State University of New York at Buffalo   2009 — 2013
Bachelor of Science (BS), Accounting

Alex Killian Alex Killian Buffalo/Niagara, New York Area Details
Alex Killian's Terese Kelly Investment Group Experience May 2015 - Present
Job MBA Candidate 2016 | Real Estate Finance, Private Equity Focus | Entrepreneurial Mindset
Industry Real Estate
Experience
Terese Kelly Investment Group   May 2015 - Present
University at Buffalo  August 2014 - Present
Fengate Capital Management Ltd.   June 2015 - August 2015
Terese Kelly Investment Group   March 2014 - April 2015
Brooks Brothers  December 2013 - August 2014
Eastman Machine Company  January 2013 - April 2014

Education
State University of New York at Buffalo - School of Management   2014 — 2016
Master of Business Administration (MBA), Finance and Real Estate Investment, 3.89

State University of New York at Buffalo   2012 — 2016
Bachelor of Science (BS), Business Administration and Management, General, 3.99

University of South Florida   2011 — 2012
Business Administration and Management, General, 3.93

Sooyeon Han Sooyeon Han Buffalo, New York Details
Sooyeon Han's Terese Kelly Investment Group Experience March 2012 - May 2014
Job Senior Associate at Warren Averett, LLC
Industry Higher Education
Experience
Warren Averett, LLC  September 2014 - Present
Terese Kelly Investment Group   March 2012 - May 2014
Deloitte anjin Korea   June 2013 - August 2013
School of Management, University at Buffalo   October 2012 - May 2013
딜로이트 안진 회계법인   2013 - 2013
International Institute of buffalo  June 2012 - August 2012

Skills
Adobe Illustrator, Adobe Photoshop, C++, Microsoft Office, Accounting, PowerPoint, Microsoft Word, Customer Service, Windows, Teamwork, Public Speaking, Microsoft Excel, Access, Data Analysis

Education
University at Buffalo   2013 — 2014
MS, Accounting - Internal Audit and Risk Management

State University of New York at Buffalo - School of Management   2011 — 2013
BS, Accounting

University at Buffalo   2011 — 2013
BS, Accounting

Northampton Community College   2009 — 2010
Bachelor of Arts (BA), Business Administration and Management, General

숭실대학교 / Soongsil University   2007 — 2009
Information Technology

Paul Kalmus Paul Kalmus Greater New York City Area Details
Paul Kalmus's Terese Kelly Investment Group Experience April 2015 - Present
Job Investment Analyst at Terese Kelly Investment Group
Industry Financial Services
Experience
Gerstein Fisher  April 2015 - Present
Terese Kelly Investment Group   April 2015 - Present
University at Buffalo Equity Research Club   September 2013 - Present
Buffalo Undergraduate Consulting Club   September 2014 - Present
Fluent Grp  September 2013 - Present
Play It Again Sports and Fitness  November 2009 - June 2013

Skills
Microsoft Excel, Public Speaking, Finance, Critical Thinking, Microsoft Word, Equity Research Analysis, Financial Analysis, Presentation Skills, Sales, Marketing Strategy, Leadership, Investments, Morningstar Office, Fixed Income Portfolio..., Portfolio Optimization, Teamwork, Microsoft Office

Education
State University of New York at Buffalo - School of Management
Bachelor of Science in Business Administration, Finance

Oceanside High School   2008 — 2012

Nicholas Moshier Nicholas Moshier Somers, New York Details
Nicholas Moshier's Terese Kelly Investment Group Experience March 2012 - May 2013
Job Senior Financial Analyst at IBM
Industry Financial Services
Experience
IBM  July 2015 - Present
IBM  June 2014 - August 2014
William and Mary MBA Golf Tournament   November 2013 - April 2014
Terese Kelly Investment Group   March 2012 - May 2013

Skills
Portfolio Management, Investments, Financial Analysis, Financial Reporting, Stock Market, Microsoft Excel, Analysis, Financial Modeling, Finance, Valuation, Data Analysis, Corporate Finance, Equities, Quantum Field Theory, Puppets, Access, Accounting, Asian Cuisine

Education
The College of William and Mary - The Mason School of Business   2013 — 2015
Master of Business Administration (M.B.A.), Finance

State University of New York at Buffalo   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Investment Management, 3.6/4.0 GPA

Spencer J Gates Spencer J Gates New York, New York Details
Spencer J Gates's Terese Kelly Investment Group Experience April 2015 - Present
Job MS Accounting Student at University at Buffalo
Industry Accounting
Experience
Terese Kelly Investment Group   April 2015 - Present

Skills
Leadership, Time Management, Teamwork, Customer Service, Microsoft Office, Communication, Organization, Strategic Planning, Financial Analysis, Financial Accounting, Microsoft Excel, Access, Peachtree

Education
State University of New York at Buffalo - School of Management   2015 — 2016
MS Accounting, Taxation

State University of New York at Buffalo - School of Management   2011 — 2015
BS Accounting, Accounting, 3.97/4.0

Jayson Katz Jayson Katz Greater New York City Area Details
Jayson Katz's Terese Kelly Investment Group Experience April 2014 - May 2015
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock  August 2015 - Present
Terese Kelly Investment Group   April 2014 - May 2015
CFA Institute  September 2014 - February 2015
Thomson Reuters  May 2014 - August 2014
Northwestern Mutual  June 2013 - August 2013
Radius Ventures  July 2012 - July 2012

Skills
Leadership, Financial Analysis, Finance, Works well with people, Analytical Skills, Portfolio Management, Consulting, Teamwork, Strategic Planning, Investments, Microsoft Excel, Financial Statement..., Venture Capital, Analysis, PowerPoint, Microsoft Office, Soft Skills, Marketing, Quantitative Analytics, Valuation, Thomson Reuters Eikon

Education
State University of New York at Buffalo   2011 — 2015
Bachelors of Science in Business Administration, Finance, Summa Cum Laude

Dillon Montag Dillon Montag Greater New York City Area Details
Dillon Montag's Terese Kelly Investment Group Experience September 2014 - May 2015
Job TMT Corporate Credit Associate Analyst at Fitch Ratings
Industry Investment Management
Experience
Fitch Ratings  July 2015 - Present
Terese Kelly Investment Group   September 2014 - May 2015
University at Buffalo Equity Research Club   December 2013 - May 2015
Bloomberg LP  May 2014 - August 2014
Cruiser Capital   December 2013 - January 2014
Investment Banking Institute  August 2013 - August 2013
North American Partners in Anesthesia  June 2013 - August 2013
Meaden & Moore  June 2013 - August 2013

Education
State University of New York at Buffalo - School of Management   2011 — 2015
Bachelor of Science in Business Administration, Finance, 3.7

Syosset High School   2007 — 2011

Hung Phan Hung Phan Buffalo, New York Details
Hung Phan's Terese Kelly Investment Group Experience April 2012 - Present
Job Chief Research Officer
Industry Investment Management
Experience
Terese Kelly Investment Group   April 2012 - Present
VinaCapital  May 2012 - August 2012
Ark Community Church   September 2011 - December 2011
Siemens  May 2011 - August 2011
Utica College  September 2008 - May 2010

Skills
Six Sigma, Problem Solving, Microsoft Office, Linear Programming, Process Simulation, SPSS, Minitab, Data Modeling, Stock Market, Investments, Interpersonal Skill, Coaching, Analysis, Private Equity, Valuation

Education
University at Buffalo   2011 — 2013
MBA, Finance, Management Consulting, 3.82

University at Buffalo, The State University of New York   2010 — 2013
Bachelor of Science, Industrial Engineering, 4.0

Utica College
Bachelor of Science, Physics