The Chart Group
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The Chart Group Employees
Employee
Years
Job
Industry
Jennifer Levy Frye Jennifer Levy Frye's The Chart Group Experience January 2014 - March 2015
Job Business Development Executive at Ranking Carolina
Industry Marketing and Advertising
Experience
Ranking Carolina April 2015 - Present
The Chart Group January 2014 - March 2015
Strategic Marketing Int'l March 2013 - January 2014
Motivated Marketing June 2012 - March 2013
Connection Queen July 2010 - June 2012
The Charlestonian February 2008 - May 2011
Ardor NY January 2005 - March 2007
Campusfood 2004 - 2004
amNew York 2003 - 2004
Political Americana 2002 - 2003
Skills
Online Advertising, Marketing, Advertising, Social Media, Public Relations, Social Media Marketing, Sales, Leadership, Strategy, New Business Development, Management, Marketing Strategy, Strategic Planning, Social Networking, Mobile Marketing, Advertising Sales, Creative Direction, Selling, Sales Management, Online Marketing, Customer Service, Team Building, Event Planning, Account Management, Marketing Communications, Event Management, Retail, Email Marketing, Negotiation, Market Planning, Sales Presentations, Presentation Development, Client Development, Web Analytics, Management Consulting, Strategic Marketing..., Search Engine Ranking, Media Consultation, Website Analytics, Search Engine...
Education
Tulane University - A.B. Freeman School of Business 1999 — 2001
BSM, Marketing and Management
Drew University 1997 — 1998
Dana Hall School 1991 — 1997
Ranking Carolina April 2015 - Present
The Chart Group January 2014 - March 2015
Strategic Marketing Int'l March 2013 - January 2014
Motivated Marketing June 2012 - March 2013
Connection Queen July 2010 - June 2012
The Charlestonian February 2008 - May 2011
Ardor NY January 2005 - March 2007
Campusfood 2004 - 2004
amNew York 2003 - 2004
Political Americana 2002 - 2003
Skills
Online Advertising, Marketing, Advertising, Social Media, Public Relations, Social Media Marketing, Sales, Leadership, Strategy, New Business Development, Management, Marketing Strategy, Strategic Planning, Social Networking, Mobile Marketing, Advertising Sales, Creative Direction, Selling, Sales Management, Online Marketing, Customer Service, Team Building, Event Planning, Account Management, Marketing Communications, Event Management, Retail, Email Marketing, Negotiation, Market Planning, Sales Presentations, Presentation Development, Client Development, Web Analytics, Management Consulting, Strategic Marketing..., Search Engine Ranking, Media Consultation, Website Analytics, Search Engine...
Education
Tulane University - A.B. Freeman School of Business 1999 — 2001
BSM, Marketing and Management
Drew University 1997 — 1998
Dana Hall School 1991 — 1997
Dr. Frank A. Shepard, CAIA's The Chart Group Experience September 2006 - June 2010
Job Associate Professor of Finance at Ave Maria University
Industry Financial Services
Experience
Ave Maria University May 2014 - Present
The City University of New York School of Professional Studies August 2010 - Present
AlphaSource Capital Securities LLC April 2014 - Present
Fordham University Gabelli School of Business August 2013 - June 2014
Alden Associates 2006 - March 2014
Presidential Life Corporation. August 2011 - December 2012
Kota Global Securities September 2011 - July 2012
M. R.Beal & Company December 2010 - September 2011
The Chart Group September 2006 - June 2010
HAMILTON LANE March 2004 - September 2006
Skills
Alternative Investments, Investments, Capital Markets, Derivatives, Securities, Private Equity, Due Diligence, Investment Banking, Debt, Fixed Income, Hedge Funds, Venture Capital, Fund Of Funds, Mutual Funds, Financial Markets, Portfolio Management, Equities, Financial Modeling, Asset Managment, Financial Analysis, Asset Management, Structured Products, Financial Services, Investment Strategies, Investment Management, Finance, Investment Advisory, Investor Relations, Emerging Markets, Structured Finance, Valuation, Trading, Equity Trading, Mergers & Acquisitions, Entrepreneurship, Bonds, Funding, Financial Advisory, Bloomberg, Hedging, Risk Management, Equity Research, Asset Allocation, Series 63, Corporate Finance, Financial Structuring, Options, Wealth Management, Capital, Corporate Development
Education
Pace University - Lubin School of Business 2010 — 2013
Doctorate, Finance and International Economics
Columbia University - Columbia Business School 1975 — 1977
MBA, Finance
Bentley University 1970 — 1975
BS, Accounting
Ave Maria University May 2014 - Present
The City University of New York School of Professional Studies August 2010 - Present
AlphaSource Capital Securities LLC April 2014 - Present
Fordham University Gabelli School of Business August 2013 - June 2014
Alden Associates 2006 - March 2014
Presidential Life Corporation. August 2011 - December 2012
Kota Global Securities September 2011 - July 2012
M. R.Beal & Company December 2010 - September 2011
The Chart Group September 2006 - June 2010
HAMILTON LANE March 2004 - September 2006
Skills
Alternative Investments, Investments, Capital Markets, Derivatives, Securities, Private Equity, Due Diligence, Investment Banking, Debt, Fixed Income, Hedge Funds, Venture Capital, Fund Of Funds, Mutual Funds, Financial Markets, Portfolio Management, Equities, Financial Modeling, Asset Managment, Financial Analysis, Asset Management, Structured Products, Financial Services, Investment Strategies, Investment Management, Finance, Investment Advisory, Investor Relations, Emerging Markets, Structured Finance, Valuation, Trading, Equity Trading, Mergers & Acquisitions, Entrepreneurship, Bonds, Funding, Financial Advisory, Bloomberg, Hedging, Risk Management, Equity Research, Asset Allocation, Series 63, Corporate Finance, Financial Structuring, Options, Wealth Management, Capital, Corporate Development
Education
Pace University - Lubin School of Business 2010 — 2013
Doctorate, Finance and International Economics
Columbia University - Columbia Business School 1975 — 1977
MBA, Finance
Bentley University 1970 — 1975
BS, Accounting
Joshua Jourdain Joshua Jourdain's The Chart Group Experience September 2014 - Present
Job Web Consultation and Project Development
Industry Design
Experience
The Chart Group September 2014 - Present
J. S. Ink Creations LLC March 2011 - Present
Eclipse Aerospace, Inc September 2012 - August 2014
EPIK February 2010 - February 2011
Skills
Web Development, Front End Developers, Graphic Design, Illustration, HTML 5, Angular JS, Yeoman / Gulp, jQuery, LESS / SASS, Fine Art, CSS3, PHP, Vector Illustration, Multimedia Art, Clothing Design, Front-end Design, Project Planning, Project Coordination, Graphics, CSS, Advertising, Node.js, JavaScript, Photoshop, Front-end Development, InDesign
Education
College of Charleston 2007 — 2009
BA, Religous Studies
Charleston County School of the Arts 1998 — 2005
Visual Arts
The Chart Group September 2014 - Present
J. S. Ink Creations LLC March 2011 - Present
Eclipse Aerospace, Inc September 2012 - August 2014
EPIK February 2010 - February 2011
Skills
Web Development, Front End Developers, Graphic Design, Illustration, HTML 5, Angular JS, Yeoman / Gulp, jQuery, LESS / SASS, Fine Art, CSS3, PHP, Vector Illustration, Multimedia Art, Clothing Design, Front-end Design, Project Planning, Project Coordination, Graphics, CSS, Advertising, Node.js, JavaScript, Photoshop, Front-end Development, InDesign
Education
College of Charleston 2007 — 2009
BA, Religous Studies
Charleston County School of the Arts 1998 — 2005
Visual Arts
Carolyn Wharton's The Chart Group Experience 2009 - 2011
Job Supervising Principal at VTL Associates, LLC
Industry Investment Management
Experience
VTL Associates, LLC RevenueShares 2012 - Present
Miami International Holdings 2009 - 2011
The Chart Group 2009 - 2011
The PFM Group 2008 - 2008
Hudock Moyer Wealth Management 2007 - 2007
Merrill Lynch 2006 - 2006
Skills
Series 24, Series 7, Series 63, Series 65, General Securities..., Regulatory Compliance, Mutual Funds, Hedge Funds
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Finance & Marketing
VTL Associates, LLC RevenueShares 2012 - Present
Miami International Holdings 2009 - 2011
The Chart Group 2009 - 2011
The PFM Group 2008 - 2008
Hudock Moyer Wealth Management 2007 - 2007
Merrill Lynch 2006 - 2006
Skills
Series 24, Series 7, Series 63, Series 65, General Securities..., Regulatory Compliance, Mutual Funds, Hedge Funds
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Finance & Marketing
Lindsay Kitchens Lindsay Kitchens's The Chart Group Experience August 2013 - 2014
Job Event Operations Assistant at ICEBOX Inc.
Industry Real Estate
Experience
ICEBOX Inc. June 2015 - Present
Redefy Real Estate November 2014 - Present
The Chart Group August 2013 - 2014
Patriots Point Development Authority August 2013 - October 2013
SweetJack August 2012 - March 2013
The Ivy Buckhead October 2011 - December 2012
Sugo August 2009 - August 2012
Skills
Digital Marketing, Marketing, Strategic Planning, Management, Selling, Web Design, Event Planning, Marketing Communications, Social Media Marketing, Account Management, Social Networking, Leadership, Email Marketing, Public Relations, Event Management, B2B, CRM, Online Advertising, Sales
Education
Georgia State University
B.S., Psychology
ICEBOX Inc. June 2015 - Present
Redefy Real Estate November 2014 - Present
The Chart Group August 2013 - 2014
Patriots Point Development Authority August 2013 - October 2013
SweetJack August 2012 - March 2013
The Ivy Buckhead October 2011 - December 2012
Sugo August 2009 - August 2012
Skills
Digital Marketing, Marketing, Strategic Planning, Management, Selling, Web Design, Event Planning, Marketing Communications, Social Media Marketing, Account Management, Social Networking, Leadership, Email Marketing, Public Relations, Event Management, B2B, CRM, Online Advertising, Sales
Education
Georgia State University
B.S., Psychology
John Lee Clair's The Chart Group Experience May 2012 - August 2014
Job Graphic Designer at Momentum Marketing
Industry Graphic Design
Experience
Momentum Marketing Agency August 2014 - Present
The Chart Group May 2012 - August 2014
Skills
Photography, Photoshop, Illustrator, Advertising, Final Cut Pro, Video Editing, Digital Photography, Brand Development, Video Production, Graphic Design, Layout, Film, Brochures, InDesign, Logo Design, Adobe Creative Suite, Mac, Multimedia, Facebook, Graphics
Education
Trident Technical College 2010 — 2013
Associate's degree, Commercial Graphic Design
Momentum Marketing Agency August 2014 - Present
The Chart Group May 2012 - August 2014
Skills
Photography, Photoshop, Illustrator, Advertising, Final Cut Pro, Video Editing, Digital Photography, Brand Development, Video Production, Graphic Design, Layout, Film, Brochures, InDesign, Logo Design, Adobe Creative Suite, Mac, Multimedia, Facebook, Graphics
Education
Trident Technical College 2010 — 2013
Associate's degree, Commercial Graphic Design
Sean Hew's The Chart Group Experience September 2013 - Present
Job Investment Banking & Private Equity Professional
Industry Investment Banking
Experience
The Chart Group September 2013 - Present
The Chart Group 2012 - 2012
Skills
Financial Modeling, Financial Analysis, Capital IQ, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Financial Statements, Private Equity, Equity Valuation, Data Analysis, Research, Market Research, DCF Valuation, Valuation Modeling, Company Valuation, Investments, Capital Markets, Comparable Analysis, Leveraged Lending, Leveraged Finance, LBO Analysis, Mergers & Acquisitions, LBO Modeling, Financial Statement..., Company Presentations, Investment Banking, PowerPoint, Precedent Transactions..., LBO, Valuation, DCF, Due Diligence, Finance, Analysis
Education
Investment Banking Institute 2014 — 2014
Financial Modeling and Valuation Training Program
The University of British Columbia 2009 — 2013
Bachelor of Management, Finance
Palmer Trinity School 2002 — 2009
The Chart Group September 2013 - Present
The Chart Group 2012 - 2012
Skills
Financial Modeling, Financial Analysis, Capital IQ, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Financial Statements, Private Equity, Equity Valuation, Data Analysis, Research, Market Research, DCF Valuation, Valuation Modeling, Company Valuation, Investments, Capital Markets, Comparable Analysis, Leveraged Lending, Leveraged Finance, LBO Analysis, Mergers & Acquisitions, LBO Modeling, Financial Statement..., Company Presentations, Investment Banking, PowerPoint, Precedent Transactions..., LBO, Valuation, DCF, Due Diligence, Finance, Analysis
Education
Investment Banking Institute 2014 — 2014
Financial Modeling and Valuation Training Program
The University of British Columbia 2009 — 2013
Bachelor of Management, Finance
Palmer Trinity School 2002 — 2009
Charles Ortel's The Chart Group Experience 1994 - 2002
Job Owner, Phi Ventures
Industry Venture Capital & Private Equity
Experience
Phi Ventures ContributorWashington Times2012 - 2014
Washington Times 2012 - 2014
Newport Value Partners 2007 - 2014
Newport Value Partners 2007 - 2014
The Chart Group 1994 - 2002
The Bridgeford Group 1991 - 1994
Dillon Read 1980 - 1991
Skills
Mergers & Acquisitions, Venture Capital, Start-ups, Business Strategy, Private Equity, Financial Modeling, Corporate Finance, Investment Banking, Investments, Finance, Business Development, Valuation, Corporate Development, New Business Development, Due Diligence, Asset Management
Education
Harvard Business School 1978 — 1980
MBA, Finance
Yale University 1974 — 1978
Phi Ventures ContributorWashington Times2012 - 2014
Washington Times 2012 - 2014
Newport Value Partners 2007 - 2014
Newport Value Partners 2007 - 2014
The Chart Group 1994 - 2002
The Bridgeford Group 1991 - 1994
Dillon Read 1980 - 1991
Skills
Mergers & Acquisitions, Venture Capital, Start-ups, Business Strategy, Private Equity, Financial Modeling, Corporate Finance, Investment Banking, Investments, Finance, Business Development, Valuation, Corporate Development, New Business Development, Due Diligence, Asset Management
Education
Harvard Business School 1978 — 1980
MBA, Finance
Yale University 1974 — 1978
Peter Londa's The Chart Group Experience May 2004 - December 2007
Job President & CEO, Tantalus Systems
Industry Information Technology and Services
Experience
Tantalus Systems April 2014 - Present
BPL Global December 2007 - Present
World Energy June 2014 - January 2015
The Chart Group May 2004 - December 2007
ThoughtWorks July 2000 - December 2003
SG Cowen August 1999 - July 2000
Skills
Strategy, Venture Capital, Strategic Partnerships, Private Equity, Business Development, New Business Development, Investment Banking, Start-ups, Marketing Strategy, Strategic Planning, Finance, Product Management, Equities, Private Placements, Business Process..., Leadership, Listen, Agile Methodologies
Education
Emory University - Goizueta Business School 1995 — 1999
MBA, Finance, General
Emory University School of Law 1995 — 1999
JD
Emory University 1991 — 1995
BA, Economics
Tantalus Systems April 2014 - Present
BPL Global December 2007 - Present
World Energy June 2014 - January 2015
The Chart Group May 2004 - December 2007
ThoughtWorks July 2000 - December 2003
SG Cowen August 1999 - July 2000
Skills
Strategy, Venture Capital, Strategic Partnerships, Private Equity, Business Development, New Business Development, Investment Banking, Start-ups, Marketing Strategy, Strategic Planning, Finance, Product Management, Equities, Private Placements, Business Process..., Leadership, Listen, Agile Methodologies
Education
Emory University - Goizueta Business School 1995 — 1999
MBA, Finance, General
Emory University School of Law 1995 — 1999
JD
Emory University 1991 — 1995
BA, Economics
Adam Stern's The Chart Group Experience August 1998 - June 2000
Job Partner at Hillstar Capital
Industry Venture Capital & Private Equity
Experience
Hillstar Capital December 2014 - Present
Lone Oak Environmental Services April 2015 - Present
American Capital May 2005 - December 2014
GoWaiter.com August 2012 - November 2013
The Riverside Company August 2002 - April 2005
Park Avenue Equity Partners July 2000 - July 2002
The Chart Group August 1998 - June 2000
Lehman Brothers Holdings Inc. August 1996 - July 1998
Skills
Private Equity, Corporate Development, Due Diligence, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Venture Capital, Mergers, Business Valuation, Valuation, M&A experience, LBO, Start-ups
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1995
BBA, Accounting
School name:
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin - The Red McCombs School of Business
MPA, Taxation
Hillstar Capital December 2014 - Present
Lone Oak Environmental Services April 2015 - Present
American Capital May 2005 - December 2014
GoWaiter.com August 2012 - November 2013
The Riverside Company August 2002 - April 2005
Park Avenue Equity Partners July 2000 - July 2002
The Chart Group August 1998 - June 2000
Lehman Brothers Holdings Inc. August 1996 - July 1998
Skills
Private Equity, Corporate Development, Due Diligence, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Venture Capital, Mergers, Business Valuation, Valuation, M&A experience, LBO, Start-ups
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1995
BBA, Accounting
School name:
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin - The Red McCombs School of Business
MPA, Taxation
Kelly Brady's The Chart Group Experience May 2013 - August 2013
Job Sales & Analytics Intern at Bloomberg LP
Industry
Experience
Bloomberg LP May 2015 - Present
Bloomberg LP May 2014 - August 2014
The Chart Group May 2013 - August 2013
Somerset Properties May 2012 - September 2012
Philadelphia Flyers 2012 - 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Bloomberg
Education
Trinity College-Hartford 2012 — 2016
Bachelor's Degree, Economics
Springside School 2000 — 2012
High School
Bloomberg LP May 2015 - Present
Bloomberg LP May 2014 - August 2014
The Chart Group May 2013 - August 2013
Somerset Properties May 2012 - September 2012
Philadelphia Flyers 2012 - 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Bloomberg
Education
Trinity College-Hartford 2012 — 2016
Bachelor's Degree, Economics
Springside School 2000 — 2012
High School
Robert Rivkin's The Chart Group Experience June 2014 - June 2014
Job Research Associate at Business Executives for National Security
Industry Government Relations
Experience
Global Guardian, LLC May 2015 - Present
Business Executives for National Security August 2014 - May 2015
The Chart Group June 2014 - June 2014
BGR Group May 2014 - 2014
Skills
Government, Politics, Intelligence Analysis, Customer Service, Microsoft Office, Political Campaigns, PowerPoint, Public Speaking
Education
George Mason University 2012 — 2016
Bachelor of Science (BS), International Conflict Analysis & Resolution
Global Guardian, LLC May 2015 - Present
Business Executives for National Security August 2014 - May 2015
The Chart Group June 2014 - June 2014
BGR Group May 2014 - 2014
Skills
Government, Politics, Intelligence Analysis, Customer Service, Microsoft Office, Political Campaigns, PowerPoint, Public Speaking
Education
George Mason University 2012 — 2016
Bachelor of Science (BS), International Conflict Analysis & Resolution