Treasury Partners
Address: 505 5th Ave, New York, NY 10017 Phone: (917) 286-2770: Category: : : Hours: : Place name: : : Website: Website: http://www.treasurypartners.com/ Category: Financial Planner 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 Treasury Partners at HighTower Posting publicly on the Web Write a review Reviews Be the first to review
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Treasury Partners Employees
TREASURY PARTNERS May 2009 - Present
Bear Stearns May 2003 - May 2009
Oppenheimer & Co. June 1986 - May 2003
Skills
Series 7, Investments, FINRA, Finance, Securities, Equities, Investment Advisory..., Real Estate, Fixed Income, Financial Advisory, Alternative Investments, Options, Wealth, Financial Services, Capital Markets, Management, Asset Allocation, Leadership, Financial Analysis, Hedge Funds, Cash Management, Portfolio Management, Trading, Investment Banking, Series 65, Wealth Management, Asset Management, ETFs, Investment Management, Investment Advisory, Estate Planning, Estate Tax Planning, Wealth Management..., Intergenerational..., Investment Strategies, Institutional..., Wealth Preservation..., Wealth Accumulation, Private Equity, Portfolio Optimization
Education
City University of New York-Hunter College 1983 — 1986
BA, Economics
New Dorp
Inframation Group, part of The Mergermarket Group October 2012 - Present
Mergermarket January 2011 - October 2012
Avoid It LLC September 2009 - August 2012
TREASURY PARTNERS January 2010 - January 2011
Tradar July 2008 - December 2009
National Investment Banking Association April 2008 - April 2008
College Gadget December 2007 - April 2008
Steinberg Global Asset Management June 2007 - August 2007
Skills
Mergers, Business Development, Corporate Development, Infrastructure, Finance, Equities, Hedge Funds, Corporate Finance, Investments, Asset Managment, Fixed Income, Entrepreneurship, Sales, Mergers & Acquisitions, Leadership, Management, Portfolio Management, Investment Banking
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Dual Concentration - Management & Finance, 3.8 GPA
Florida State University - College of Business 2004 — 2008
BS, Finance
Verizon June 2015 - August 2015
Treasury Partners August 2014 - December 2014
Goldman Sachs June 2014 - August 2014
John F. Welch College of Business, Sacred Heart University June 2013 - June 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Time Management, Social Media, Facebook, Event Planning, Social Networking, Team Leadership, Finance, Sales, Team Building, Strategic Planning, Management
Education
Sacred Heart University, John F. Welch College of Business 2012 — 2015
Finance, General
John Cabot University 2014 — 2014
Business
Immaculate Heart Academy 2009 — 2012
High School
MetLife May 2015 - Present
MetLife June 2014 - May 2015
Treasury Partners May 2013 - August 2013
Continuum International June 2010 - August 2011
Skills
Leadership, Microsoft Excel, Microsoft Office, SPSS, Public Speaking, PowerPoint, Social Media, Sales, Teamwork, Portfolio Management, Employee Benefits, Group Insurance, Insurance, Dental Insurance, Life Insurance, Disability Insurance, Statistics, Mutual Funds, Investments, Microsoft Word, Bloomberg, Stata, R
Education
Connecticut College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Applied Statistics
Taft School 2007 — 2010
KMH Management January 2015 - Present
Treasury Partners January 2015 - April 2015
Belle Haven Club June 2014 - August 2014
Larchmont Yacht CLub June 2012 - August 2013
Pine Orchard Yacht and Country Club June 2010 - August 2011
Madison Beach Club June 2009 - August 2009
Skills
Financial Modeling, VBA, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Corporate Finance
Education
Sacred Heart University 2011 — 2015
The Westminster School 2007 — 2009
The Brearley School 1998 — 2007
Treasury Partners May 2014 - Present
Skills
Microsoft Excel
Education
Connecticut College 2011 — 2015
Economics & Applied Statistics
London School of Economics and Political Science
Analysis and Management of Financial Risk
YuMe March 2013 - Present
Medialets April 2012 - March 2013
Dahlman Rose & Co. February 2011 - April 2012
Treasury Partners February 2010 - February 2011
ADP March 2005 - February 2010
Skills
Direct Marketing, Mobile Marketing, Sales, Mobile Advertising, Ad Serving, Mobile Devices, Rich Media, Mobile Technology, Start-ups, Relationship Management, Analytics, Advertising, PPC, Online Marketing, Digital Media, Cold Calling, Digital Marketing, Strategic Partnerships, Online Advertising, Digital Strategy, Lead Generation, SEM, Salesforce.com, CRM, Advertising Sales, Integrated Marketing, Email Marketing, Interactive Marketing
Education
Drexel University 2000 — 2004
Business, LeBow Business School
SpareChair September 2014 - Present
CPEX Real Estate January 2014 - September 2014
Debtmerica LLC October 2006 - May 2014
Steelpoint Property Group February 2013 - December 2013
Treasury Partners September 2012 - December 2012
Skills
Business Development, Finance, Team Building, Management, Sales, Real Estate, Strategy, Leadership, Entrepreneurship, Start-ups, Collaborative..., Customer Acquisition, Public Speaking, Debt Management, Commercial Real Estate..., Real Estate Due..., Mortgage Lending, Consumer Debt, Valuation, Commercial Real Estate...
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Bachelor of Business Administration (BBA), Major: Finance and Investments Minor: Economics, GPA: 3.52
Bank of America July 2014 - Present
Bank of America June 2013 - June 2014
Treasury Partners June 2011 - August 2011
SURFACExchange June 2010 - August 2010
Education
Columbia University in the City of New York 2012 — 2013
Master in Mathematics of Finance
Connecticut College 2008 — 2012
BA, Mathmematics, Economics
Rye Country Day School
Bank of America June 2015 - Present
Sacred Heart University January 2015 - Present
Belden Hill Partners January 2015 - May 2015
BMW of Ridgefield May 2014 - August 2014
UBS May 2014 - May 2014
Treasury Partners January 2014 - May 2014
Moe's Southwest Grill February 2010 - January 2014
Skills
Leadership, Time Management, Sales, Windows, Teamwork, Networking, Microsoft Office, Microsoft Excel, Financial Analysis, Management, Training, Analysis, Financial Modeling, Public Speaking, PowerPoint
Education
Sacred Heart University 2012 — 2016
BS, Double Major: Finance, Business Economics
Southington High School 2008 — 2012
Greystone & Co. October 2014 - Present
Sony Corporation of America January 2014 - September 2014
American Tower October 2011 - January 2014
Treasury Partners June 2010 - August 2010
Skills
Microsoft Office, Stata, Bloomberg Terminal, Morningstar, Excel, PowerPoint, Research, Word, Microsoft Excel, Economics
Education
Connecticut College 2007 — 2011
Bachelor of Arts, Economics; Sociology
Brewster Academy 2004 — 2007
Treasury Partners 2012 - Present
UBS 2000 - 2012
PaineWebber 1999 - 2000
Oppenheimer & Co. 1983 - 1999
Merrill Lynch 1982 - 1983
J. B. Hanauer 1981 - 1982
Skills
Alternative Assets, Manager Selection, Asset Managment, Portfolio Management, Equities, Financial Analysis, Hedge Funds, Financial Modeling, Fixed Income, Risk Management, Strategic Planning, Wealth Management, Alternative Investments, Asset Allocation, Mutual Funds, Due Diligence, Trading, Corporate Finance, Strategic Financial..., Research, Investment Banking, Investment Advisory, Analysis, Equity Research, Marketing Strategy, Financial Markets, FINRA, Wealth Management..., Asset Management, Investments, Securities
Education
Boston University 1979 — 1981
Bachelor of Science (BS), Marketing
Forest City Enterprises May 2015 - Present
RBC Capital Markets July 2012 - May 2015
New York State Housing Finance Agency/State of New York Mortgage Agency January 2012 - July 2012
J.P. Morgan July 2011 - December 2011
Baruch College September 2006 - June 2011
Treasury Partners August 2010 - December 2010
Merrill Lynch February 2009 - May 2009
UBS September 2008 - December 2008
Metropolitan Life Insurance Company March 2008 - December 2008
Skills
Fixed Income, Debt Structuring, Multi-family, Real Estate Finance, Financial Modeling, Investment Banking, Credit Analysis, Mortgage Banking, Municipal Bonds, Swaps, Asset-backed..., Real Estate Economics, Capital Markets, Bloomberg Terminal, Financial Analysis, Bloomberg, Quantitative Analytics, Analysis, Debt Restructuring, Equities, Valuation, Corporate Finance, Bonds, Derivatives, Microsoft Excel, Options, DCF, Wealth Management, Structured Finance, Finance, Investments, Capital IQ, Trading
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2010
Bachelor of Business Administration, Finance & Investment
Point72 Asset Management, L.P. May 2014 - Present
Timex Group August 2011 - May 2014
TREASURY PARTNERS June 2010 - August 2010
Boehringer Ingelheim June 2009 - August 2009
Skills
Accounts Receivable, Credit Analysis, Microsoft Excel, Oracle Applications, Charity Work, Teaching Irish Dance, Financial Reporting
Education
Connecticut College 2007 — 2011
Bachelor of Arts (BA), Economics & International Relations
Vietnam National University 2010 — 2010
Semester Abroad, Political Economy & Economic Development
Immaculate High School, Danbury CT 2003 — 2007
High School Diploma
University of Oxford 2006 — 2006
Summer Study Abroad, Creative Writing
Treasury Partners January 2015 - Present
DeMatteo Monness LLC January 2014 - January 2015
Prudential Financial October 2013 - January 2014
Capitol Securities May 2012 - August 2012
Spling.com corp. October 2010 - April 2012
Treasury Partners May 2011 - August 2011
Goldman Sachs Group Inc. January 2011 - January 2011
Jefferies & Co. May 2009 - July 2009
Skills
Due Diligence, Trading, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Public Speaking, Management, Social Media, Marketing, Financial Services
Education
Bucknell University 2009 — 2013
BA, Economics
The Pingry School 2003 — 2009
Treasury Partners July 2013 - Present
Wisconsin Scholars Longitudinal Study November 2012 - May 2013
Goldstein Communications June 2012 - August 2012
Cantor & Pecorella Inc. June 2010 - August 2010
Skills
Customer Service, InDesign, PowerPoint, Photoshop, Social Media, Microsoft Word, Research, Facebook, Market Research, Spanish, Microsoft Office, Microsoft Excel, SPSS, Social Networking
Education
University of Wisconsin-Madison 2009 — 2013
Bachelor of Arts (B.A.), Major: Sociology, Concentration in Analysis and Research
Universidad de Sevilla 2012 — 2012
Spanish Language and Socio-Cultural Studies
Voya Financial June 2015 - Present
Treasury Partners January 2015 - May 2015
Newtown Savings Bank August 2014 - February 2015
Fairfield County Tennis LLC August 2013 - August 2014
Starbucks September 2010 - April 2014
Skills
Microsoft Office, Microsoft Excel, VBA, Mathematics, Sales, Interpersonal..., Financial Analysis, Financial Modeling
Education
Sacred Heart University 2011 — 2015
Bachelor's Degree, Finance, 3.5 Major GPA
Richardson James, LLC September 2014 - Present
Citigroup Global Markets Inc. June 2011 - June 2013
Citigroup Global Markets Inc. June 2010 - August 2010
Treasury Partners May 2009 - August 2009
Sard Verbinnen & Co April 2008 - July 2008
Skills
Economics, Banking, Bloomberg, Credit Analysis, Financial Analysis, Equities, Downstream Oil & Gas, Structured Finance, Corporate Finance, Project Finance, Financial Modeling, Legal Research, Market Research, Investment Banking, Fixed Income, Valuation, Trading, Finance, Investments, Research
Education
ESCP Europe 2013 — 2014
Master's degree, Energy Management, Merit
Connecticut College 2005 — 2010
Bachelor of Arts (B.A.), Economics, Cum Laude
TREASURY PARTNERS May 2009 - Present
Bear Stearns May 2003 - May 2009
Oppenheimer & Co. May 1987 - May 2003
Skills
Private Wealth..., Corporate Cash..., Wealth Management..., Offshore Funds, Investment Compliance, Compliance Monitoring, Cash Management, Asset Allocation, Fixed Income, Equities, Investment Strategies, ETFs, Asset Managment, Portfolio Management, Financial Modeling, Corporate Finance, Risk Management, Capital Markets, Wealth Management, Due Diligence, Financial Analysis, Strategic Financial..., Alternative Investments, Financial Markets, Financial Reporting, Securities, Derivatives, Asset Management, FINRA, Estate Planning, Investment Advisory, Portfolio Optimization, Portfolio Performance..., Retirement Plan..., Treasury Management, cash, Treasury Services, Multi-generational..., Intergenerational..., Venture Capital, Enterprise Risk..., Market Risk, Fixed Income Strategies, Stock Trading, Money Market Funds, Money Management, Bond Markets, High Yield Bonds, Convertible Bonds, Government Bonds
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
State University of New York College at Oneonta 1977 — 1981
Bachelor of Applied Science (BASc), Economics
Cornerstone Planning Group, LLC April 2015 - Present
Carey Financial, LLC December 2010 - March 2015
Treasury Partners January 2010 - November 2010
Cohen & Steers March 2008 - January 2010
Ameriprise Financial Services, Inc. September 2006 - December 2007
Skills
Series 7, Mutual Funds, Finance, Investments, Sales, Portfolio Management, Financial Analysis, Financial Advisory, Marketing, Series 63, Life Insurance, 401k Rollovers, Small Business..., Estate Planning
Education
Rutgers University-New Brunswick 2002 — 2006
Bachelor's Degree, Economics and Political Science
Rutgers University-New Brunswick
Economics and Political Science
TREASURY PARTNERS May 2009 - Present
JPMorgan Chase March 2008 - May 2009
Bear, Stearns & Co. Inc. September 2007 - March 2008
New York Islanders May 2007 - August 2007
Education
Iona College 2003 — 2007
Treasury Partners September 2011 - Present
Institutional Cash Distributors October 2004 - June 2010
BlackRock Investments November 2002 - October 2004
Deutsche Asset Management January 2002 - August 2002
Zurich Scudder Investments March 2001 - January 2002
Scudder Investments March 2000 - March 2001
Skills
Investments, Securities, Cash Management, Relationship Management, Money Market, Treasury, Fixed Income, Finance, Mutual Funds, Series 63, Asset Management, Financial Markets, Capital Markets, Treasury Management, Trading, Liquidity Management, FINRA, Investment Management, Money Market Funds, Contract Negotiation, Risk Management, Separately Managed..., Bonds, Financial Advisory
Education
Boston College 1994 — 1998
BS, Business Management; heavy concentration Finance
Cohasset High School 1988 — 1992
TREASURY PARTNERS 2009 - Present
GE Asset Management 2006 - 2009
GE Asset Management 2005 - 2006
Genworth Financial 2004 - 2005
Education
The University of Connecticut School of Business 2009 — 2014
MBA
University of Connecticut 1998 — 2001
Finance
Massachusetts State Treasurer's Office October 2014 - Present
Treasury Partners November 2009 - October 2014
Value Line May 2005 - November 2009
Loop Capital Markets July 2000 - January 2005
Skills
Securities, Investments, Analysis, Portfolio Management, Trading, Finance, Bonds, Cash Management, Fixed Income, FINRA, Financial Advisory, Asset Management, Hedge Funds, Capital Markets, Mutual Funds, Equities, Alternative Investments, Asset Allocation
Education
Oakland University 1980 — 1982
BS, Accounting
Raymond James Financial Inc. June 2012 - July 2012
Treasury Partners September 2011 - December 2011
Federal Reserve Board June 2011 - July 2011
Skills
Politics, Microsoft Office, Financial Modeling
Education
Cornell University 2009 — 2013
TREASURY PARTNERS May 2009 - Present
Bear Stearns May 2003 - May 2009
CIBC Oppenheimer February 2002 - May 2003
UBS PaineWebber February 2000 - January 2002
CIBC Oppenheimer August 1998 - February 2000
Skills
Investments, Portfolio Management, Securities
Education
Connecticut College 1993 — 1997
BA, History (Major), Economics (Minor)
Royal Bank of Scotland June 2013 - February 2015
Treasury Partners May 2012 - July 2012
ADP June 2011 - July 2011
ADP January 2011 - January 2011
Skills
Microsoft Office, Team-oriented, Analysis, Time Management, Economics, Problem Solving, Leadership
Education
Connecticut College 2009 — 2013
Bachelor of Arts (BA), Economics
Jones Lang LaSalle October 2013 - Present
Maison Couture NYC LLC dba Rafael Cennamo May 2013 - September 2013
Bhatia & Associates PLLC January 2011 - May 2013
Treasury Partners January 2011 - March 2011
Skills
Project Management, PowerPivot, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Outlook, Quickbook, Financial Reporting
Education
Berkeley College-New York 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Hudson County Community College 2007 — 2009
Associate of Arts (A.A.), Business