The Roosevelt Investment Group
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
The Roosevelt Investment Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Roosevelt Investment Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Roosevelt Investment Group Employees
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
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
The Roosevelt Investment Group September 2008 - Present
Education
Penn State University 2000 — 2004
BS, Financial Services
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
The Roosevelt Investment Group October 2006 - Present
John Hancock/MFC Global Investment Management 1999 - 2006
Education
Bentley University 1993 — 1997
BS
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
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
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
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
The Roosevelt Investment Group March 2007 - Present
Investors Bank & Trust 2002 - 2007
Education
Salve Regina University 1998 — 2002
Finance
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
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
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
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
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
The Faragi Group January 2012 - Present
The Roosevelt Investment Group February 2004 - October 2011
Education
Monmouth University
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
The Roosevelt Investment Group July 2005 - Present
Education
The George Washington University 2003 — 2005
MBA, Finance
Tulane University