The Roosevelt Investment Group

Description

Address: 730 3rd Ave, New York, NY 10017 Phone: (646) 452-6700: Category: : : : Website: : Hours: : Place name: Website: http://www.rooseveltinvestments.com/ Category: Financial Institution 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 The Roosevelt Investment Group, Inc. Posting publicly on the Web Write a review Reviews Be the first to review

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The Roosevelt Investment Group Employees

Employee
Years
Job
Industry
Ryan A. Bonnick Ryan A. Bonnick Greater Los Angeles Area Details
Ryan A. Bonnick's The Roosevelt Investment Group Experience November 2011 - June 2012
Job Project Coordinator/Compliance Analyst (Contractor) at Hotchkis and Wiley Capital Management
Industry Financial Services
Experience
Hotchkis and Wiley Capital Management  December 2014 - Present
Horizon Capital Realty   November 2007 - Present
J.P. Morgan   July 2013 - January 2014
The Roosevelt Investment Group   November 2011 - June 2012
Wolters Kluwer Financial Services  January 2011 - November 2011
Broadridge Financial Solutions, Inc  April 2008 - January 2009
FundQuest, Inc. (BNP Paribas)   November 2000 - April 2008
FundQuest, Inc (BNP Paribas)   November 2000 - November 2006
FundQuest, Inc. (BNP Paribas)   November 2000 - November 2003
Aeltus Investment Management (ING)   June 1999 - November 2000

Skills
Series 63, Series 7, Bloomberg, Investments, Mutual Funds, Finance, Trading, Derivatives, Fixed Income, Portfolio Management, Financial Services, Relationship Management, Financial Advisory, Asset Management

Education
The University of Connecticut   1993 — 1998
Bachelor of Science, Business Administration; Finance

Dominick Lombardi Dominick Lombardi Greater New York City Area Details
Dominick Lombardi's The Roosevelt Investment Group Experience September 1984 - November 2001
Job Director, SVP Investment Management & Trust at IDB Bank
Industry Banking
Experience
IDB Bank  March 2009 - Present
Sovereign Bank  May 2006 - March 2009
Independence Bank  January 2004 - May 2006
Staten Island Savings Bank   September 2001 - January 2005
The Roosevelt Investment Group   September 1984 - November 2001

Skills
Wealth Management, Investment Advisory, Trust Management, Personal Tax Planning, Estate Tax Planning, Portfolio Management, Asset Management, Retirement Planning, Investment Strategies, Private Banking, Investment Management, Trust Services, Wealth Management..., Asset Allocation, Finance, Investments, High Net Worth..., Wealth, Financial Services, Banking, Credit Analysis, Financial Analysis

Education
City University of New York-Brooklyn College   1982 — 1987
Bachelor of Science (B.S.), Economics

Corie Gabriel Corie Gabriel Greater New York City Area Details
Corie Gabriel's The Roosevelt Investment Group Experience September 2008 - Present
Job Director of Private Client Group at Roosevelt Investments
Industry Investment Management
Experience
The Roosevelt Investment Group   September 2008 - Present

Education
Penn State University   2000 — 2004
BS, Financial Services

Timothy P. Connolly CFA Timothy P. Connolly CFA Greater New York City Area Details
Timothy P. Connolly CFA's The Roosevelt Investment Group Experience August 1998 - March 2000
Job Managing Partner, Sconset Capital Management
Industry Investment Management
Experience
Sconset Capital Management   August 2002 - Present
Becker Professional Review  March 2006 - April 2010
TheStreet.com/RealMoney   December 2003 - May 2005
Sofaer Global Research   March 2000 - October 2001
The Roosevelt Investment Group   August 1998 - March 2000
CIBC Oppenheimer, Inc   September 1994 - August 1998
Smith, Barney, Harris & Upham, Inc.   September 1987 - September 1994

Skills
Economics, Derivatives, Quantitative Analysis, Convertible Bonds, Equity Valuation, Quantitative Analytics, Hedge Funds, Portfolio Management, Financial Modeling, Valuation, Finance, Investments, Equities, Securities, Mutual Funds, Asset Management, Alternative Investments, Fixed Income, Capital Markets, Financial Analysis

Education
St. John's University, The Peter J. Tobin College of Business   1987 — 1989
BS, Quantitative Analysis

Choate Rosemary Hall   1981 — 1984
High School

Victoria Rogers Victoria Rogers Greater New York City Area Details
Victoria Rogers's The Roosevelt Investment Group Experience June 2009 - August 2012
Job Marketing Associate at The Roosevelt Investment Group, Inc.
Industry Marketing and Advertising
Experience
The Roosevelt Investment Group, Inc.   June 2013 - Present
Phi Mu Fraternity  January 2012 - May 2013
The Roosevelt Investment Group   June 2009 - August 2012
Ann Taylor LOFT  October 2010 - May 2011
Student Union Board  September 2009 - May 2011
Pinkerton Capital Management LLC   June 2008 - September 2008
Gruber, Schwartz & Posnock LLP   June 2007 - August 2008

Skills
Public Relations, Pinterest, Ap Style, Facebook, YouTube, Twitter, Photoshop, Final Cut Pro, Microsoft Office, Blogging, Google Docs, Google Adwords, Google Apps, Custom Facebook Pages

Education
Elon University   2009 — 2013
B.S.B.A Marketing

Universitat Pompeu Fabra   2011 — 2011
Marketing, E-Commerce

Nicole Ramsay Nicole Ramsay Hyde Park, Massachusetts Details
Nicole Ramsay's The Roosevelt Investment Group Experience 2007 - 2011
Job Investment Operations Specialist
Industry Financial Services
Experience
JP Morgan securities(Temporary)   August 2014 - December 2014
Zevin Asset Management (ZAM)   September 2011 - November 2013
The Roosevelt Investment Group   2007 - 2011
State Street Bank  September 2006 - September 2007
MetLife  2000 - 2005
John Hancock Signature Services  1997 - 2000

Skills
Advent, Microsoft Office, PeopleSoft, People Skills, Bloomberg, Customer Service, Trading

Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), History and Economics

Katrina Young Katrina Young New York, New York Details
Katrina Young's The Roosevelt Investment Group Experience October 2011 - January 2013
Job Receptionist/Office Manager at Coatue Management
Industry Investment Management
Experience
Coatue Management  February 2013 - Present
The Roosevelt Investment Group   October 2011 - January 2013
UBS  February 2011 - April 2011
KBW  June 2010 - August 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Organization, Facebook, OS X, Marketing, Data Entry, Bloomberg, Social Networking, Social Media, Financial Analysis, Research, Customer Service, Event Planning

Education
Fairfield University   2007 — 2011
Bachelor of Arts (B.A.), Economics

Howard Potter Howard Potter Greater New York City Area Details
Howard Potter's The Roosevelt Investment Group Experience October 2011 - Present
Job Senior Fixed Income Portfolio Manager at Roosevelt Investments
Industry Financial Services
Experience
The Roosevelt Investment Group   October 2011 - Present
Capstone Asset Management  January 1996 - October 2011
New Castle Advisers, Inc.   January 1991 - January 1996
Oppenheimer, Inc.   December 1986 - October 1991
Greenwich Capital Markets  March 1986 - December 1986
Donaldson, Lufkin & Jenrette   April 1981 - August 1984

Skills
Fixed Income, Derivatives, Bonds, Strategic Asset..., Portfolio Customization, New Product Development

Education
Northwestern University   1973 — 1974
MA, Speech - Film Studies

University of Wisconsin-Madison   1969 — 1973
BA, History

Tim Hermann, CFP® Tim Hermann, CFP® Greater New York City Area Details
Tim Hermann, CFP®'s The Roosevelt Investment Group Experience December 2009 - Present
Job Vice President, Senior Investment Counselor
Industry Investment Management
Experience
The Roosevelt Investment Group   December 2009 - Present
Fisher Investments  June 2006 - December 2009
JPMorgan Chase  2002 - 2006

Skills
Investments, Asset Management, Mutual Funds, Equities, Fixed Income, Asset Allocation, Wealth Management, Portfolio Management, Securities

Education
Cornell University   1998 — 2002
Applied Economics and Management

New York University
Certificate in Financial Planning

Vijay Chopra Vijay Chopra Greater New York City Area Details
Vijay Chopra's The Roosevelt Investment Group Experience February 2012 - January 2014
Job Managing Director at Lebenthal Asset Management
Industry Investment Management
Experience
Lebenthal Asset Management  February 2014 - Present
The Roosevelt Investment Group   February 2012 - January 2014
Mesirow Financial  November 2008 - January 2012
Bear Stearns Asset Management  August 2007 - October 2008
VKC Investments, LLC   January 2004 - July 2007
Jacobs Levy Equity Management  2002 - 2004
Deutsche Asset Management  1997 - 2002
State Street Global Advisors  1996 - 1997
Bankers Trust  1994 - 1996
Frank Russell  June 1990 - May 1994

Skills
Equities, Portfolio Management, Hedge Funds, Investments, Equity Research, Capital Markets, Bloomberg, Investment Management, Asset Managment, Investment Strategies, Financial Modeling, Alternative Investments, Factset, Trading, Mutual Funds, Investment Banking, Valuation, Emerging Markets, Due Diligence, Bonds, Asset Allocation, Quantitative Analytics, Finance

Education
CFA Institute   1993 — 1996
CFA, Finance

Vanderbilt University   1985 — 1990
PhD, Finance

Vanderbilt University - Owen Graduate School of Management   1985 — 1988
Master of Business Administration (M.B.A.), Finance

Indian Institute of Technology, Delhi   1981 — 1985
B Tech, Electrical Engineering

Delhi Public School - R. K. Puram
High School Diploma

Timothy Ramsey, CFA Timothy Ramsey, CFA Greater New York City Area Details
Timothy Ramsey, CFA's The Roosevelt Investment Group Experience February 2012 - June 2013
Job Senior Product Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments  August 2013 - Present
The Roosevelt Investment Group   February 2012 - June 2013
Mesirow Financial  November 2008 - February 2012
Bear Stearns Asset Management  January 2007 - October 2008
Bear, Stearns & Co., Inc.   June 2000 - December 2006
Robinson International   March 1996 - April 2000
Penn & Schoen Associates   November 1993 - September 1995

Skills
Hedge Funds, Portfolio Management, Equities, Emerging Markets, Latin America, Performance Attribution, Marketing Strategy, Product Management, Investment Strategies, Asset Management, ETFs, Valuation

Education
Columbia University - School of International and Public Affairs   1991 — 1993
MIA, Economic and Political Development

Universidad del Salvador   1989 — 1990

Georgetown University   1987 — 1991
B.S.F.S., Latin America

Latin School of Chicago   1976 — 1987
Diploma

Nicholas Xenakis Nicholas Xenakis Greater New York City Area Details
Nicholas Xenakis's The Roosevelt Investment Group Experience June 2011 - August 2011
Job Graphic Designer
Industry Design
Experience
Roots Steakhouse  April 2014 - March 2015
Area 23  August 2013 - February 2014
noo FX   May 2011 - August 2013
The Roosevelt Investment Group   June 2011 - August 2011
Ideas to Go, Inc  May 2005 - August 2009

Skills
Marketing, Brand Management, CRM, Marketing Strategy, Photoshop, Editing, Graphic Design, Product Development, Illustration, Improvisational Comedy, Writing, Illustrator, Microsoft Excel, Logo Design, inDesign, PowerPoint, Social Media, Market Research, Advertising, Public Speaking, Research, Microsoft Word, Social Media Marketing

Education
University of Richmond   2009 — 2013
BSBA, Marketing

School of Visual Arts
Continued Education, Graphic Design

Michael Tomasula Michael Tomasula Greater New York City Area Details
Michael Tomasula's The Roosevelt Investment Group Experience June 2014 - August 2014
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  March 2015 - Present
Mutual of Omaha  January 2015 - March 2015
The Roosevelt Investment Group   June 2014 - August 2014
The Roosevelt Investment Group   June 2013 - August 2013
Kneses Tifereth Israel Day Camp   June 2010 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Team Leadership, Public Speaking, PowerPoint, Financial Analysis, Financial Modeling, Financial Accounting, Corporate Finance, Access, Financial Reporting, Accounting, Data Analysis, Facebook, Social Media, Social Networking

Education
Marist College   2010 — 2014
Bachelor of Science (B.S.), Finance, General

Blind Brook High School   2007 — 2010

Laurie Fee Laurie Fee Greater New York City Area Details
Laurie Fee's The Roosevelt Investment Group Experience February 2012 - August 2013
Job Assistant, Real Estate Group at Ares Management
Industry Financial Services
Experience
Ares Management  August 2013 - Present
The Roosevelt Investment Group   February 2012 - August 2013
Mesirow Financial  November 2008 - February 2012
The Risch Group   July 2003 - November 2008
Gruner + Jahr  1999 - 2001
The New Yorker Magazine  1993 - 1997

Skills
Accounts Receivable, Accounts Payable, Problem Solving, Microsoft Excel, Series 7, QuickBooks, Equities, Financial Services, Mutual Funds, Equity Research

Education
University of Delaware   1989 — 1993
BA, English

Gina Lorusso Gina Lorusso Worcester, Massachusetts Details
Gina Lorusso's The Roosevelt Investment Group Experience February 2011 - September 2011
Job Real Estate Agent
Industry Real Estate
Experience
Managed Wealth Strategies   September 2011 - March 2012
Managed Wealth Strategies   September 2011 - February 2012
The Roosevelt Investment Group   February 2011 - September 2011
The Roosevelt Investment Group   February 2011 - September 2011
FundQuest, Inc  April 2004 - June 2010
FundQuest  March 2004 - June 2010
PFPC Global Fund Services  April 1997 - March 2004
PFPC GLOBAL FUND SERVICES  April 1997 - March 2004

Skills
APL, Excel, PowerPoint, Series 63, Microsoft Excel, Mutual Funds, Series 7, Bloomberg, Series 6, CRM, Finance

Education
Quinsigamond Community College   1996 — 1998
Finance

Caroline Greenberg Caroline Greenberg San Francisco Bay Area Details
Caroline Greenberg's The Roosevelt Investment Group Experience July 2011 - June 2013
Job Portfolio Data Manager at BlackRock
Industry Investment Management
Experience
BlackRock  September 2014 - Present
Lord, Abbett & Co. LLC   July 2013 - June 2014
The Roosevelt Investment Group   July 2011 - June 2013
Hamilton College Alumni Office  September 2010 - May 2011
Kiawah Development Partners Inc.   June 2008 - August 2010

Skills
Due Diligence, Financial Modeling, Investment Strategies..., Performance Reporting, RFP Generation, Managing Database, Adobe Design Programs, Marketing Material..., Manage Client..., Access, Morningstar, Financial Services, Separate Accounts, Institutional Relations, VRS, Sales Logix, Bloomberg Software, Axys, Business Objects Data..., Quarterly Reporting, Investment Advisory..., Microsoft Office, Zephyr Style Advisor, Morningstar Office, Email Marketing, Product Marketing, Relationship Marketing, Separately Managed..., Institutional Accounts, Unified Managed Accounts, Data Management

Education
Hamilton College   2007 — 2011
BA, Economics

The Taft School   2005 — 2007
High School Degree

Porter-Gaud School   2003 — 2005

Roy Blumberg Roy Blumberg Greater Philadelphia Area Details
Roy Blumberg's The Roosevelt Investment Group Experience May 1999 - May 2000
Job Partner at Horatio Street Wealth Management
Industry Financial Services
Experience
Horatio Street Wealth Management   2009 - Present
Janney Montgomery Scott  2006 - 2008
Sterne Agee  2000 - 2006
The Roosevelt Investment Group   May 1999 - May 2000
First Allied Securities/Josephthal Inc.   1996 - 1999
CNBC  1989 - 1996
Thomson McKinnon Securities  1987 - 1989

Education
The University of Connecticut School of Business
Bs, Business Administraton

William hall high school

William hall high school

T.J. Sweeney T.J. Sweeney Hartford, Connecticut Area Details
T.J. Sweeney's The Roosevelt Investment Group Experience February 2012 - June 2013
Job Investor Relations Analyst at Stanley Black & Decker, Inc.
Industry Financial Services
Experience
Stanley Black & Decker, Inc.   August 2015 - Present
Sensata Technologies  July 2013 - August 2015
The Roosevelt Investment Group   February 2012 - June 2013
State Street Bank  July 2008 - February 2012
State Street Bank  June 2007 - July 2008

Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Corporate Finance, Fund Accounting, Finance, Account Reconciliation, Portfolio Management, Asset Management, International Trade, Foreign Exchange, Investor Relations, Asset Managment, Trading

Education
Roger Williams University   2003 — 2007
Bachelor's Degree, Finance

Sean Reilly Sean Reilly New York, New York Details
Sean Reilly's The Roosevelt Investment Group Experience September 2011 - December 2011
Job Senior Financial Analyst at Hearst Television
Industry Financial Services
Experience
Hearst Television  February 2014 - Present
Reader's Digest Association  September 2013 - February 2014
Reader's Digest  July 2012 - September 2013
The Roosevelt Investment Group   September 2011 - December 2011
Walmart  June 2011 - August 2011

Skills
Corporate Finance, Process Improvement, Strategic Financial..., Financial Analysis, Leadership, Essbase, Hyperion Enterprise, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Hyperion Planning, Oracle Discoverer, Spanish, Accounts Payable, Research, Oracle E-Business Suite, Wide Orbit, Finance, Accounting, Variance Analysis, Analysis, Financial Modeling

Education
Fordham University   2008 — 2012
Bachelor of Science (BS), Business Administration; Finance

Sachem High School East   2004 — 2008
High School Diploma, Honors

Bob Moon Bob Moon Greater Boston Area Details
Bob Moon's The Roosevelt Investment Group Experience March 2007 - May 2013
Job Investment Professional
Industry Investment Management
Experience
The Roosevelt Investment Group   March 2007 - May 2013
Freedom Capital Management  March 1994 - March 2007
Tucker Anthony  June 1991 - March 1994
Prudential Securities  September 1989 - June 1991

Skills
Equities, Series 7, Buy-side, Securities, FX trading, Series 63, Wealth Management, Trading Strategies, Bloomberg, Trading, Trading Systems, Asset Allocation, Equity Trading, Separately Managed..., Electronic Trading, Equity Research, Hedge Funds, Portfolio Management, Capital Markets, Investments, Bonds, Fixed Income, Mutual Funds, Asset Management, Investment Management, Investment Strategies, Emerging Markets, ETFs, Technical Analysis, Financial Markets, Alternative Investments, Options, Derivatives, Management, Financial Services, Valuation, Strategy, Financial Modeling, Risk Management, Finance, Investment Banking, Financial Analysis, Analysis, Equity Derivatives, Private Equity, FX Options, Economics

Education
Syracuse University   1983 — 1987
BA, English

St Johns   1979 — 1983

Jeremy Bourgeois Jeremy Bourgeois Greater Boston Area Details
Jeremy Bourgeois's The Roosevelt Investment Group Experience October 2006 - Present
Job Trader at The Roosevelt Investment Group
Industry Investment Management
Experience
The Roosevelt Investment Group   October 2006 - Present
John Hancock/MFC Global Investment Management   1999 - 2006

Education
Bentley University   1993 — 1997
BS

Steven Kleiner Steven Kleiner Greater New York City Area Details
Steven Kleiner's The Roosevelt Investment Group Experience September 2008 - Present
Job Regional Director
Industry Financial Services
Experience
The Roosevelt Investment Group   September 2008 - Present
UBS Financial Services  2001 - 2008
Accenture  1998 - 2001

Education
Fordham Gabelli School of Business   2004 — 2008

University at Albany, SUNY   1994 — 1998
BS, IS / Finance

Lee Caleshu Lee Caleshu New York, New York Details
Lee Caleshu's The Roosevelt Investment Group Experience April 2013 - Present
Job Research Analyst at The Roosevelt Investment Group
Industry Investment Management
Experience
The Roosevelt Investment Group   April 2013 - Present
SCS Financial  April 2007 - March 2013
INVESCO  November 2000 - April 2007
PanAgora Asset Management  September 1999 - November 2000

Skills
Hedge Funds, Investments, Equity Research, Equities, Research, Risk Management, Fixed Income, Investment Strategies, Asset Allocation, Portfolio Management, Alternative Investments

Education
Tulane University   1995 — 1999
BSM, Finance

Lynnfield High School   1991 — 1995

Jim Cullen Jim Cullen Providence, Rhode Island Area Details
Jim Cullen's The Roosevelt Investment Group Experience December 2012 - August 2013
Job Compliance Consultant at Financial Planners Assistance Corp
Industry Financial Services
Experience
Financial Planners Assistance Corp   September 2013 - Present
The Roosevelt Investment Group   December 2012 - August 2013
The Roosevelt Investment Group   July 2009 - December 2012
Raymond James  January 2008 - July 2009
Franklin Templeton Investments  March 2006 - December 2007

Skills
Series 7, Series 24, Series 66

Education
University of Phoenix   2006 — 2008
Master's, Business Administration

University of South Florida   2004 — 2005
Bachelor's, Political Science and Economics

St. Petersburg College   2000 — 2004
Associates, General

Jonathan Connolly Jonathan Connolly Greater New York City Area Details
Jonathan Connolly's The Roosevelt Investment Group Experience January 2011 - Present
Job Associate Regional Director at The Roosevelt Investment Group
Industry Investment Management
Experience
The Roosevelt Investment Group   January 2011 - Present
Seix Investment Advisors LLC  2007 - 2011
New York Life Investment Management  July 2006 - July 2007
WMC Mortgage  2005 - 2007

Skills
Fixed Income, Investments, Series 7, Alternative Investments, Mutual Funds, Series 63, Asset Managment, Securities, Equities

Education
Private Tutor/Private Study   2005 — 2011
Manadrin Chinese/Han Yu

Fordham University   2001 — 2005
B.A., Political Science

Bergen Catholic High School   1997 — 2001

Kevin Lafontaine Kevin Lafontaine Providence, Rhode Island Area Details
Kevin Lafontaine's The Roosevelt Investment Group Experience March 2007 - Present
Job Trader / Trade Settlements
Industry Investment Management
Experience
The Roosevelt Investment Group   March 2007 - Present
Investors Bank & Trust  2002 - 2007

Education
Salve Regina University   1998 — 2002
Finance

Leila Heckman Leila Heckman Greater New York City Area Details
Leila Heckman's The Roosevelt Investment Group Experience February 2012 - January 2014
Job Managing Director at Lebenthal
Industry Financial Services
Experience
Lebenthal  February 2014 - Present
The Roosevelt Investment Group   February 2012 - January 2014
Sun Life Financial  January 2004 - September 2012
Mesirow Financial  November 2008 - January 2012
Bear Stearns Asset Management  2005 - 2008
Heckman Global Advisors   November 2003 - April 2005
Citgroup Salomon Smith Barney   November 1993 - October 2003

Skills
Alternative Investments, Hedge Funds, Series 7, Asset Allocation, Investment Advisory, Securities, Fixed Income, Investment Management, Capital Markets

Education
Brown University
Bachelor of Arts (BA), Mathematics

Cornell University
Master of Science (MS), Operations Research

NYU-Poly
PhD

Robyn Carbonara, GMS-T Robyn Carbonara, GMS-T Greater New York City Area Details
Robyn Carbonara, GMS-T's The Roosevelt Investment Group Experience May 2006 - October 2007
Job International Tax & Compensation Coordinator at Weichert Relocation Resources
Industry Human Resources
Experience
Weichert Workforce Mobility  July 2013 - Present
Deloitte  December 2010 - June 2013
Deloitte  January 2008 - December 2010
The Roosevelt Investment Group   May 2006 - October 2007
ING Investment Management  May 2001 - May 2006
Morgan Stanley  May 1998 - November 2000

Skills
Payroll, Payroll Taxes, Expatriate Management, Expatriate Tax, Global Mobility, Cost Projections, Research, Event Planning, PowerPoint development, PowerPoint, Teaching, Tutoring, Management Consulting, Process Improvement, Business Analysis, Administrative..., Auditing, Customer Service, Tax, Accounting, Human Resources, Strategy, Employee Benefits, Marketing, Policy, Deferred Compensation, International Tax, Analysis, PeopleSoft, Consulting, Tax Accounting, Income Tax, Leadership, Finance, Training, Coaching, Budgets, Performance Management, Business Process..., Change Management, Internal Controls, Leadership Development, Management, Strategic Planning, Vendor Management

Education
Salisbury University   1995 — 1997
BS, Elementary Education

College of Southern Maryland   1993 — 1995

Thomas Stone High School

Sean Sokolowski Sean Sokolowski Hoboken, New Jersey Details
Sean Sokolowski's The Roosevelt Investment Group Experience January 2014 - Present
Job Investment Counselor at Roosevelt Investments
Industry Investment Management
Experience
The Roosevelt Investment Group   January 2014 - Present
AllianceBernstein  July 2006 - January 2014

Skills
Asset Allocation, Series 7, Mutual Funds, Separately Managed..., Asset Management, Investment Strategies, Investments, Asset Managment, Morningstar Direct, Capital Markets, 529 Plans, Zephyr Style Advisor

Education
University of Delaware - Lerner College of Business and Economics   2002 — 2006
Bachelor Of Science, Finance

John Mullin John Mullin Greater New York City Area Details
John Mullin's The Roosevelt Investment Group Experience February 2012 - January 2014
Job Senior Portfolio Manager at Lebenthal Asset Management
Industry Financial Services
Experience
Lebenthal Asset Management  February 2014 - Present
The Roosevelt Investment Group   February 2012 - January 2014
Mesirow Financial  November 2008 - January 2012
Bear Stearns Asset Management  June 2005 - October 2008
Prism Global Advisors, LLC/Global Guardian Group, LLC   May 2002 - June 2005
ABN AMRO Bank N.V.   February 1998 - February 2001
Salomon Brothers  September 1996 - January 1998
Smith Barney  May 1994 - September 1996
Federal Reserve Bank of New York  September 1989 - May 1994

Skills
Hedge Funds, Alternative Investments, Asset Management, Equities

Education
University of California, Los Angeles   1984 — 1989
PhD, Economics

University of California, Berkeley   1977 — 1981
BA, History and Economics

Brian Mobray Brian Mobray Providence, Rhode Island Area Details
Brian Mobray's The Roosevelt Investment Group Experience September 2006 - November 2007
Job Mobray Capital Management, LLC
Industry Financial Services
Experience
Wellington Management  April 2011 - August 2013
Textron Inc  December 2007 - December 2010
The Roosevelt Investment Group   September 2006 - November 2007

Skills
Auditing, Internal Controls, Microsoft Office, Outlook, Treasury Management, Financial Analysis, Management, Financial Modeling, PeopleSoft, Financial Accounting, Lotus Notes, Microsoft Excel, US GAAP, Internal Audit, Program Management, Financial Reporting, Software Documentation, Portfolio Management, Financial Statements, Marketing, Entrepreneurship, Accounting, Corporate Finance, Bloomberg, Budgets, Leadership, Treasury, Business Development, Process Improvement, Negotiation, Cash Management, Investments, Microsoft Word, New Business Development, Training, Risk Management, Relationship Management, Banking, Financial Services, Mergers & Acquisitions, Change Management, Strategic Planning, Sarbanes-Oxley Act, Business Analysis, PowerPoint, Project Management, Sales, Customer Service, Market Research

Education
Johnson & Wales University   2003 — 2006
M.B.A., Internation Business

Joseph Faragi Joseph Faragi New York, New York Details
Joseph Faragi's The Roosevelt Investment Group Experience February 2004 - October 2011
Job CEO at The Faragi Group
Industry Investment Management
Experience
The Faragi Group   January 2012 - Present
The Roosevelt Investment Group   February 2004 - October 2011

Education
Monmouth University

Steve Halley Steve Halley San Francisco Bay Area Details
Steve Halley's The Roosevelt Investment Group Experience December 2007 - Present
Job Senior Vice President at The Roosevelt Investment Group
Industry Investment Management
Experience
The Roosevelt Investment Group   December 2007 - Present
ING Investment Management  August 2002 - December 2007
Wells Fargo  October 1999 - August 2002
Morgan Stanley  July 1997 - March 1999
Gabelli & Partners  August 1995 - July 1997

Skills
Asset Allocation, ETFs, Series 63, Portfolio Management, Alternative Investments, Investment Advisory, Series 65, Asset Management, Separately Managed..., Equity Research, Series 7, Hedge Funds, Asset Managment, Fixed Income, Equities, Mutual Funds, Wealth Management, Investments, Investment Strategies, Securities, Bonds, Financial Markets

Education
University of Nevada-Reno   1994 — 1996
Masters, Public Administration

The University of Montana   1990 — 1994
B.A., Political Science and Government

Jason Sheer Jason Sheer Greater New York City Area Details
Jason Sheer's The Roosevelt Investment Group Experience July 2005 - Present
Job Portfolio Manager at The Roosevelt Investment Group
Industry Investment Management
Experience
The Roosevelt Investment Group   July 2005 - Present

Education
The George Washington University   2003 — 2005
MBA, Finance

Tulane University