The Patriot Group, LLC
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The Patriot Group, LLC Employees
Employee
Years
Job
Industry
Alanna Flynn Alanna Flynn's The Patriot Group, LLC Experience December 2012 - January 2013
Job Financial Analyst at True North Management Group
Industry Real Estate
Experience
True North Management Group July 2014 - Present
Empire Capital Holdings April 2014 - June 2014
Venture Capital Properties LLC June 2013 - June 2014
The Patriot Group, LLC December 2012 - January 2013
St. Joseph's Health Centre Foundation June 2012 - August 2012
H2 Central Marketing and Communications July 2011 - August 2011
Village of Larchmont Department of Public Works June 2010 - July 2010
Skills
Investment Properties, Disposition, Sales, Research, Valuation, Investment Advisory, Acquistions, Leadership, Financial Modeling
Education
McGill University 2009 — 2013
BComm, Finance Major, International Business concentration
Mamaroneck High School 2005 — 2009
True North Management Group July 2014 - Present
Empire Capital Holdings April 2014 - June 2014
Venture Capital Properties LLC June 2013 - June 2014
The Patriot Group, LLC December 2012 - January 2013
St. Joseph's Health Centre Foundation June 2012 - August 2012
H2 Central Marketing and Communications July 2011 - August 2011
Village of Larchmont Department of Public Works June 2010 - July 2010
Skills
Investment Properties, Disposition, Sales, Research, Valuation, Investment Advisory, Acquistions, Leadership, Financial Modeling
Education
McGill University 2009 — 2013
BComm, Finance Major, International Business concentration
Mamaroneck High School 2005 — 2009
Jennifer Campos Jennifer Campos's The Patriot Group, LLC Experience October 2006 - September 2011
Job Fund Controller at Greenfield Partners, LLC
Industry Accounting
Experience
Greenfield Partners, LLC June 2014 - Present
Greenfield Partners, LLC April 2014 - June 2014
CiraConnect September 2013 - March 2014
CiraConnect February 2013 - September 2013
Energy Education July 2012 - February 2013
The Patriot Group, LLC October 2006 - September 2011
Noble Americas Corporation October 2004 - October 2006
Skills
Accounting, Internal Controls, Process Improvement, Hedge Funds, Financial Reporting, Finance, Portfolio Management, Financial Accounting, Investments, Mergers, Account Reconciliation, Accounts Receivable, Due Diligence, Financial Analysis, US GAAP, Sarbanes-Oxley Act
Education
University of Bridgeport
Bachelor's of Science, Accounting
Norwalk Community College
Greenfield Partners, LLC June 2014 - Present
Greenfield Partners, LLC April 2014 - June 2014
CiraConnect September 2013 - March 2014
CiraConnect February 2013 - September 2013
Energy Education July 2012 - February 2013
The Patriot Group, LLC October 2006 - September 2011
Noble Americas Corporation October 2004 - October 2006
Skills
Accounting, Internal Controls, Process Improvement, Hedge Funds, Financial Reporting, Finance, Portfolio Management, Financial Accounting, Investments, Mergers, Account Reconciliation, Accounts Receivable, Due Diligence, Financial Analysis, US GAAP, Sarbanes-Oxley Act
Education
University of Bridgeport
Bachelor's of Science, Accounting
Norwalk Community College
Zachary Foulk Zachary Foulk's The Patriot Group, LLC Experience 2009 - 2010
Job at
Industry Investment Banking
Experience
Veritas Capital July 2014 - Present
Credit Suisse July 2012 - July 2014
Credit Suisse June 2011 - August 2011
BNP Paribas May 2010 - August 2010
The Patriot Group, LLC 2009 - 2010
UBS Financial Services April 2008 - January 2009
Save the Children 2009 - 2009
Education
Tufts University 2008 — 2012
B.A., Economics
Fairfield Ludlowe High School 2004 — 2008
Veritas Capital July 2014 - Present
Credit Suisse July 2012 - July 2014
Credit Suisse June 2011 - August 2011
BNP Paribas May 2010 - August 2010
The Patriot Group, LLC 2009 - 2010
UBS Financial Services April 2008 - January 2009
Save the Children 2009 - 2009
Education
Tufts University 2008 — 2012
B.A., Economics
Fairfield Ludlowe High School 2004 — 2008
Emily DeLuca Emily DeLuca's The Patriot Group, LLC Experience June 2010 - July 2010
Job JP Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan August 2013 - Present
J.P. Morgan June 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
Merrill Lynch June 2011 - November 2011
The Patriot Group, LLC June 2010 - July 2010
Beval Saddlery Ltd. September 2006 - September 2009
GE Asset Management October 2008 - August 2009
UBS Investment Bank June 2008 - August 2008
Education
Fairfield University 2009 — 2013
Finance, Economics
J.P. Morgan August 2013 - Present
J.P. Morgan June 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
Merrill Lynch June 2011 - November 2011
The Patriot Group, LLC June 2010 - July 2010
Beval Saddlery Ltd. September 2006 - September 2009
GE Asset Management October 2008 - August 2009
UBS Investment Bank June 2008 - August 2008
Education
Fairfield University 2009 — 2013
Finance, Economics
Barbara Girard's The Patriot Group, LLC Experience January 2007 - May 2009
Job Portfolio Manager at ACRE Capital
Industry Real Estate
Experience
ACRE Capital July 2015 - Present
ACRE Capital LLC September 2013 - June 2015
Prudential Financial October 2010 - September 2013
The Patriot Group LLC January 2007 - May 2009
MMA Financial 2004 - 2006
The Grossman Copanies, Inc. January 2000 - June 2004
Fleet Bank July 1998 - December 1999
Liberty Mutual June 1996 - July 1998
Skills
Asset Management, Investments, Mergers & Acquisitions, Portfolio Management, Real Estate Economics, Valuation, Commercial Real Estate, Financial Analysis
Education
Boston University 2000 — 2002
Certificate, Real Estate Finance
Babson College 1992 — 1996
BS, Finance & Accoutning
ACRE Capital July 2015 - Present
ACRE Capital LLC September 2013 - June 2015
Prudential Financial October 2010 - September 2013
The Patriot Group LLC January 2007 - May 2009
MMA Financial 2004 - 2006
The Grossman Copanies, Inc. January 2000 - June 2004
Fleet Bank July 1998 - December 1999
Liberty Mutual June 1996 - July 1998
Skills
Asset Management, Investments, Mergers & Acquisitions, Portfolio Management, Real Estate Economics, Valuation, Commercial Real Estate, Financial Analysis
Education
Boston University 2000 — 2002
Certificate, Real Estate Finance
Babson College 1992 — 1996
BS, Finance & Accoutning
Scot Weisberg's The Patriot Group, LLC Experience October 2012 - July 2013
Job White Oak Global Advisors, LLC
Industry Financial Services
Experience
White Oak Global Advisors, LLC January 2015 - Present
CIFC Asset Management April 2014 - January 2015
Candlewood Investment Group, LP July 2013 - April 2014
The Patriot Group, LLC October 2012 - July 2013
Square 1 Bank August 2011 - April 2012
SageCrest September 2006 - December 2010
Alco Financial June 2005 - September 2006
Fortress Investment Group February 2003 - March 2005
CIT 1997 - 2003
Skills
Asset Based Lending, Portfolio Management, Private Equity, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Investments, Financial Analysis, Credit, Mergers, Loans, Hedge Funds, Equities, Credit Analysis, Fixed Income, Structured Finance, Capital Markets, Financial Structuring, Venture Capital, Finance, Restructuring, Funding, Mergers & Acquisitions, Mutual Funds, Leveraged Finance, Investment Banking, LBO, Alternative Investments, Capital, Emerging Markets, Securities, Asset Management, Acquisitions, Bonds, Credit Risk, Structured Products, Debt Restructuring
Education
University of Rhode Island - College of Business Administration 1989 — 1993
BS, Finance
worcester academy 1987 — 1989
White Oak Global Advisors, LLC January 2015 - Present
CIFC Asset Management April 2014 - January 2015
Candlewood Investment Group, LP July 2013 - April 2014
The Patriot Group, LLC October 2012 - July 2013
Square 1 Bank August 2011 - April 2012
SageCrest September 2006 - December 2010
Alco Financial June 2005 - September 2006
Fortress Investment Group February 2003 - March 2005
CIT 1997 - 2003
Skills
Asset Based Lending, Portfolio Management, Private Equity, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Investments, Financial Analysis, Credit, Mergers, Loans, Hedge Funds, Equities, Credit Analysis, Fixed Income, Structured Finance, Capital Markets, Financial Structuring, Venture Capital, Finance, Restructuring, Funding, Mergers & Acquisitions, Mutual Funds, Leveraged Finance, Investment Banking, LBO, Alternative Investments, Capital, Emerging Markets, Securities, Asset Management, Acquisitions, Bonds, Credit Risk, Structured Products, Debt Restructuring
Education
University of Rhode Island - College of Business Administration 1989 — 1993
BS, Finance
worcester academy 1987 — 1989
Daniel Solomon Daniel Solomon's The Patriot Group, LLC Experience July 2013 - September 2013
Job Sales Manager at SiteCompli
Industry Real Estate
Experience
SiteCompli January 2015 - Present
Thor Equities May 2014 - November 2014
The Patriot Group, LLC July 2013 - September 2013
United States Army Reserve September 2007 - August 2013
NYS Health Foundation August 2012 - January 2013
Six3 Systems October 2011 - December 2012
Skills
Advocacy, Military Experience, Public Speaking, Organizational..., Army, Leadership, Public Relations, Social Media, International Relations, Nonprofits, Training
Education
Columbia University - Columbia Business School 2012 — 2015
Master of Business Administration (M.B.A.), Real Estate
Columbia University - School of International and Public Affairs 2012 — 2015
Master's of International Affairs
Defense Language Institute 2008 — 2009
Associate's degree, foreign language, Farsi
Cochise College 2007 — 2008
Associate's degree, Military Intelligence, General
State University of New York at Binghamton 2003 — 2007
Bachelor of Science (B.S.), Economics
SiteCompli January 2015 - Present
Thor Equities May 2014 - November 2014
The Patriot Group, LLC July 2013 - September 2013
United States Army Reserve September 2007 - August 2013
NYS Health Foundation August 2012 - January 2013
Six3 Systems October 2011 - December 2012
Skills
Advocacy, Military Experience, Public Speaking, Organizational..., Army, Leadership, Public Relations, Social Media, International Relations, Nonprofits, Training
Education
Columbia University - Columbia Business School 2012 — 2015
Master of Business Administration (M.B.A.), Real Estate
Columbia University - School of International and Public Affairs 2012 — 2015
Master's of International Affairs
Defense Language Institute 2008 — 2009
Associate's degree, foreign language, Farsi
Cochise College 2007 — 2008
Associate's degree, Military Intelligence, General
State University of New York at Binghamton 2003 — 2007
Bachelor of Science (B.S.), Economics
John Mahoney John Mahoney's The Patriot Group, LLC Experience November 2011 - January 2012
Job Audit Senior at Deloitte
Industry Financial Services
Experience
Deloitte August 2015 - Present
Deloitte September 2013 - August 2015
Fairfield University 2009 - May 2013
Deloitte June 2012 - August 2012
Florence University of the Arts January 2012 - May 2012
The Patriot Group, LLC November 2011 - January 2012
Deloitte July 2011 - July 2011
Deutsche Bank May 2011 - May 2011
Price Waterhouse Coopers October 2010 - November 2010
Five Guys Enterprises July 2008 - August 2010
Skills
Auditing, Accounting, Management, Finance, Training
Education
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Major: Accounting Minors: Finance and Philosophy
BHS
BHS
Deloitte August 2015 - Present
Deloitte September 2013 - August 2015
Fairfield University 2009 - May 2013
Deloitte June 2012 - August 2012
Florence University of the Arts January 2012 - May 2012
The Patriot Group, LLC November 2011 - January 2012
Deloitte July 2011 - July 2011
Deutsche Bank May 2011 - May 2011
Price Waterhouse Coopers October 2010 - November 2010
Five Guys Enterprises July 2008 - August 2010
Skills
Auditing, Accounting, Management, Finance, Training
Education
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Major: Accounting Minors: Finance and Philosophy
BHS
BHS
Jaclyn Lionetta Jaclyn Lionetta's The Patriot Group, LLC Experience October 2011 - July 2012
Job Analyst at Conifer Financial Services
Industry Accounting
Experience
Conifer Financial Services October 2013 - Present
MKM Partners July 2012 - October 2013
The Patriot Group, LLC October 2011 - July 2012
Axceler May 2011 - September 2011
Education
Fairfield University 2008 — 2012
Bachelor's degree, Accounting
Universitat Autonoma de Barcelona 2011 — 2011
Acton Boxborough Regional High School 2004 — 2008
Conifer Financial Services October 2013 - Present
MKM Partners July 2012 - October 2013
The Patriot Group, LLC October 2011 - July 2012
Axceler May 2011 - September 2011
Education
Fairfield University 2008 — 2012
Bachelor's degree, Accounting
Universitat Autonoma de Barcelona 2011 — 2011
Acton Boxborough Regional High School 2004 — 2008
Annette Caruso Gosselin's The Patriot Group, LLC Experience December 2006 - September 2008
Job Sales at Millie Rae's
Industry Investment Management
Experience
Millie Rae's November 2011 - Present
The Patriot Group, LLC December 2006 - September 2008
On Point Productions June 2004 - December 2006
Urban Outfitters January 2000 - June 2004
Anthropologie November 1994 - January 2000
Skills
Hedge Funds, Marketing, Social Media Marketing
Education
Michigan State University 1983 — 1986
BS, Merchandising Management and Business
Millie Rae's November 2011 - Present
The Patriot Group, LLC December 2006 - September 2008
On Point Productions June 2004 - December 2006
Urban Outfitters January 2000 - June 2004
Anthropologie November 1994 - January 2000
Skills
Hedge Funds, Marketing, Social Media Marketing
Education
Michigan State University 1983 — 1986
BS, Merchandising Management and Business
Jonathan Kane's The Patriot Group, LLC Experience March 2004 - January 2010
Job Managing Director at Katz, Kane & Co.
Industry Investment Banking
Experience
Katz, Kane & Co. December 2011 - Present
GCA Savvian January 2010 - December 2011
The Patriot Group, LLC March 2004 - January 2010
Advanta Growth Capital 2000 - 2004
Warburg Pincus 1999 - 2000
Millicom International Cellular 1996 - 1999
Goldman Sachs 1992 - 1996
McKinsey & Company 1988 - 1990
Education
Stanford University Graduate School of Business 1990 — 1992
Master of Business Administration (MBA)
Brown University 1982 — 1986
BA, Physics, Religious Studies
Katz, Kane & Co. December 2011 - Present
GCA Savvian January 2010 - December 2011
The Patriot Group, LLC March 2004 - January 2010
Advanta Growth Capital 2000 - 2004
Warburg Pincus 1999 - 2000
Millicom International Cellular 1996 - 1999
Goldman Sachs 1992 - 1996
McKinsey & Company 1988 - 1990
Education
Stanford University Graduate School of Business 1990 — 1992
Master of Business Administration (MBA)
Brown University 1982 — 1986
BA, Physics, Religious Studies
Jack Field's The Patriot Group, LLC Experience March 2006 - December 2013
Job VP Global Head of Accounting & Financial Reporting at Gerald Metals
Industry Mining & Metals
Experience
Gerald Metals 2015 - Present
Old Hill Partners January 2014 - 2015
The Patriot Group, LLC March 2006 - December 2013
Gerald Metals 2001 - 2006
Cyrk 1995 - 2000
Skills
Corporate Finance, Due Diligence, Financial Reporting, Risk Management, Financial Analysis, Financial Modeling, Valuation, Private Equity
Education
Bryant University 1991 — 1993
Bachelor's Degree, Accounting
Massachusetts College of Liberal Arts
Gerald Metals 2015 - Present
Old Hill Partners January 2014 - 2015
The Patriot Group, LLC March 2006 - December 2013
Gerald Metals 2001 - 2006
Cyrk 1995 - 2000
Skills
Corporate Finance, Due Diligence, Financial Reporting, Risk Management, Financial Analysis, Financial Modeling, Valuation, Private Equity
Education
Bryant University 1991 — 1993
Bachelor's Degree, Accounting
Massachusetts College of Liberal Arts
Crystal Boutiette's The Patriot Group, LLC Experience March 2003 - June 2005
Job Development,Communications & HR Manager at Hugh O'Brian Youth Leadership
Industry Nonprofit Organization Management
Experience
Hugh O'Brian Youth Leadership April 2012 - Present
HOBY March 2007 - Present
HOBY March 2007 - June 2012
Crystal Stairs, Inc. May 2005 - March 2007
The Patriot Group, LLC March 2003 - June 2005
Skills
Fundraising, Event Planning, Writing, Public Relations, Project Coordination, Benefits Administration, Compliance, Payroll Administration, Employee Relations, Employee Benefits, Social Media, Social Media Marketing, Special Events, Team Building, Graphic Design, Music Supervision, Market Research, t, HRIS, Collateral Design, Customer Relations, Purchasing, Event Management, Nonprofits, Human Resources, Volunteer Management, Social Networking, Marketing Communications, Facebook, Program Development, Personnel Management, Customer Service, Marketing, Strategy, Program Management, Management, Strategic Planning, Leadership, Payroll, Blogging, Strategic Communications, Leadership Development, Training, Collateral, Organizational..., Newsletters
Education
Becker College 1997 — 1999
UCLA Extension
Hugh O'Brian Youth Leadership April 2012 - Present
HOBY March 2007 - Present
HOBY March 2007 - June 2012
Crystal Stairs, Inc. May 2005 - March 2007
The Patriot Group, LLC March 2003 - June 2005
Skills
Fundraising, Event Planning, Writing, Public Relations, Project Coordination, Benefits Administration, Compliance, Payroll Administration, Employee Relations, Employee Benefits, Social Media, Social Media Marketing, Special Events, Team Building, Graphic Design, Music Supervision, Market Research, t, HRIS, Collateral Design, Customer Relations, Purchasing, Event Management, Nonprofits, Human Resources, Volunteer Management, Social Networking, Marketing Communications, Facebook, Program Development, Personnel Management, Customer Service, Marketing, Strategy, Program Management, Management, Strategic Planning, Leadership, Payroll, Blogging, Strategic Communications, Leadership Development, Training, Collateral, Organizational..., Newsletters
Education
Becker College 1997 — 1999
UCLA Extension
Kristine Pfeilsticker's The Patriot Group, LLC Experience November 2009 - May 2012
Job Associate at Garrison Investment Group
Industry Investment Management
Experience
Garrison Investment Group April 2014 - Present
Sound Entertainment February 2002 - Present
Sheridan Asset Management, LLC July 2012 - April 2014
The Patriot Group, LLC November 2009 - May 2012
American International Group April 2009 - October 2009
Gilder Gagnon Howe May 2008 - November 2008
AIG December 2007 - May 2008
International Specialty Products May 2004 - August 2006
Skills
cash flow modeling, MS Access, SQL
Education
Colgate University 2003 — 2007
BA, Philosophy
University of St. Andrews 2006 — 2006
Philosophy
Villa Walsh Academy
Garrison Investment Group April 2014 - Present
Sound Entertainment February 2002 - Present
Sheridan Asset Management, LLC July 2012 - April 2014
The Patriot Group, LLC November 2009 - May 2012
American International Group April 2009 - October 2009
Gilder Gagnon Howe May 2008 - November 2008
AIG December 2007 - May 2008
International Specialty Products May 2004 - August 2006
Skills
cash flow modeling, MS Access, SQL
Education
Colgate University 2003 — 2007
BA, Philosophy
University of St. Andrews 2006 — 2006
Philosophy
Villa Walsh Academy
Colin McGlynn's The Patriot Group, LLC Experience October 2005 - July 2009
Job
Industry Information Technology and Services
Experience
Gartner March 2014 - Present
The Boston Consulting Group July 2013 - February 2014
The Boston Consulting Group July 2011 - June 2013
Yale School of Management August 2009 - July 2011
Endeavor May 2010 - August 2010
The Patriot Group, LLC October 2005 - July 2009
Putnam Investments July 2003 - May 2004
Skills
Strategy, Market Research, Financial Modeling, Integration, Management Consulting, Valuation, Private Equity, Business Strategy, Competitive Analysis, Due Diligence, Emerging Markets, Venture Capital, Strategic Consulting, Corporate Development, Data Analysis, Economics, Investments
Education
Yale University - Yale School of Management 2009 — 2011
MBA
Dartmouth College 1999 — 2003
B.A., Economics / Classical Archaeology
Gartner March 2014 - Present
The Boston Consulting Group July 2013 - February 2014
The Boston Consulting Group July 2011 - June 2013
Yale School of Management August 2009 - July 2011
Endeavor May 2010 - August 2010
The Patriot Group, LLC October 2005 - July 2009
Putnam Investments July 2003 - May 2004
Skills
Strategy, Market Research, Financial Modeling, Integration, Management Consulting, Valuation, Private Equity, Business Strategy, Competitive Analysis, Due Diligence, Emerging Markets, Venture Capital, Strategic Consulting, Corporate Development, Data Analysis, Economics, Investments
Education
Yale University - Yale School of Management 2009 — 2011
MBA
Dartmouth College 1999 — 2003
B.A., Economics / Classical Archaeology
Bruce Katz's The Patriot Group, LLC Experience March 2004 - June 2009
Job Director at Presidential Bank, FSB
Industry Banking
Experience
Chillum Property Associates, LLC 2002 - 2015
Presidential Bank, FSB 2002 - May 2012
The Patriot Group, LLC March 2004 - June 2009
BK Enterprises January 1999 - February 2004
Greenwich Capital Markets Inc. March 1995 - December 1998
Shearman & Sterling LLP October 1984 - March 1995
Education
University of Michigan Law School
JD, Law
Princeton University
MPA, Economics & Public Policy
Cornell University
BA
Chillum Property Associates, LLC 2002 - 2015
Presidential Bank, FSB 2002 - May 2012
The Patriot Group, LLC March 2004 - June 2009
BK Enterprises January 1999 - February 2004
Greenwich Capital Markets Inc. March 1995 - December 1998
Shearman & Sterling LLP October 1984 - March 1995
Education
University of Michigan Law School
JD, Law
Princeton University
MPA, Economics & Public Policy
Cornell University
BA