Treasury Partners

Description

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

Employee
Years
Job
Industry
David J. D'Amico David J. D'Amico Greater New York City Area Details
David J. D'Amico's Treasury Partners Experience May 2009 - Present
Job Private Wealth Advisor, Intergenerational Wealth Transfer, Wealth Preservation
Industry Investment Management
Experience
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

Brett Birman Brett Birman Greater New York City Area Details
Brett Birman's Treasury Partners Experience January 2010 - January 2011
Job Head of Sales Americas at Inframation Group
Industry Information Services
Experience
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

Corey Griffith Corey Griffith Fairfield, Connecticut Details
Corey Griffith's Treasury Partners Experience August 2014 - December 2014
Job Intern at Verizon
Industry
Experience
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

Michael Petchonka Michael Petchonka Hartford, Connecticut Area Details
Michael Petchonka's Treasury Partners Experience May 2013 - August 2013
Job Regional Market Account Executive at MetLife
Industry Insurance
Experience
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

Isabelle Malin Isabelle Malin Greater New York City Area Details
Isabelle Malin's Treasury Partners Experience January 2015 - April 2015
Job Intern at Treasury Partners HighTower Advisors
Industry Investment Management
Experience
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

Benjamin Saliterman Benjamin Saliterman Mendham, New Jersey Details
Benjamin Saliterman's Treasury Partners Experience May 2014 - Present
Job Private Wealth Management Intern at Treasury Partners
Industry
Experience
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

Joe Fiore Joe Fiore New York, New York Details
Joe Fiore's Treasury Partners Experience February 2010 - February 2011
Job Senior Account Executive at YuMe
Industry Marketing and Advertising
Experience
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

Fernando Santana Fernando Santana Los Angeles, California Details
Fernando Santana's Treasury Partners Experience September 2012 - December 2012
Job CoFounder at SpareChair.me
Industry Internet
Experience
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

Ivan Kukharkin Ivan Kukharkin New York, New York Details
Ivan Kukharkin's Treasury Partners Experience June 2011 - August 2011
Job Quantitative Management Associate at Bank of America
Industry Financial Services
Experience
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

Kenneth Arnold Kenneth Arnold Fairfield, Connecticut Details
Kenneth Arnold's Treasury Partners Experience January 2014 - May 2014
Job Finance Management Associate Program Intern at Bank of America
Industry Financial Services
Experience
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

Kelsey E. Kirker Kelsey E. Kirker New York, New York Details
Kelsey E. Kirker's Treasury Partners Experience June 2010 - August 2010
Job Analyst
Industry Financial Services
Experience
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

Steven B. Feit Steven B. Feit New York, New York Details
Steven B. Feit's Treasury Partners Experience 2012 - Present
Job Private Wealth Management, Corporate Cash Management, Corporate Retirement Services
Industry Investment Management
Experience
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

Barry Wang Barry Wang Greater New York City Area Details
Barry Wang's Treasury Partners Experience August 2010 - December 2010
Job Senior Financial Analyst at Forest City Ratner Companies (绿地森林城合资公司)
Industry Real Estate
Experience
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

Kate Sharnick Kate Sharnick Stamford, Connecticut Details
Kate Sharnick's Treasury Partners Experience June 2010 - August 2010
Job Administrator, Finance for ARDS at Point72 Asset Management, L.P.
Industry Investment Management
Experience
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

Gregory Gianis Gregory Gianis Greater New York City Area Details
Gregory Gianis's Treasury Partners Experience January 2015 - Present
Job Associate at Treasury Partners
Industry Financial Services
Experience
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

Belinda Falk Belinda Falk New York, New York Details
Belinda Falk's Treasury Partners Experience July 2013 - Present
Job Client Services Associate at Treasury Partners
Industry Financial Services
Experience
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

Brandon Abbey Brandon Abbey Greater New York City Area Details
Brandon Abbey's Treasury Partners Experience January 2015 - May 2015
Job Finance Student at Sacred Heart University
Industry Financial Services
Experience
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

Matt Sterett Matt Sterett Austin, Texas Details
Matt Sterett's Treasury Partners Experience May 2009 - August 2009
Job CoFounder, Entrepreneur, Principal at Richardson James, LLC
Industry Financial Services
Experience
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

Richard Saperstein Richard Saperstein Greater New York City Area Details
Richard Saperstein's Treasury Partners Experience May 2009 - Present
Job Chief Investment Officer & Senior Portfolio Manager for Private Wealth and Institutional Asset Management
Industry Investment Management
Experience
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

Michael Bozzone Michael Bozzone Fairfield, New Jersey Details
Michael Bozzone's Treasury Partners Experience January 2010 - November 2010
Job Financial Advisor at Cornerstone Planning Group, LLC
Industry Financial Services
Experience
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

Daniel Bilewich Daniel Bilewich Greater New York City Area Details
Daniel Bilewich's Treasury Partners Experience May 2009 - Present
Job Associate Director at TREASURY PARTNERS
Industry Financial Services
Experience
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

John Geary John Geary Kennebunkport, Maine Details
John Geary's Treasury Partners Experience September 2011 - Present
Job Director at Treasury Partners
Industry Financial Services
Experience
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

Sal Martone, CFA Sal Martone, CFA Greater New York City Area Details
Sal Martone, CFA's Treasury Partners Experience 2009 - Present
Job Director at TREASURY PARTNERS
Industry Investment Management
Experience
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

Kathleen Bramlage Kathleen Bramlage Greater Boston Area Details
Kathleen Bramlage's Treasury Partners Experience November 2009 - October 2014
Job Senior Debt Analyst/Portfolio Manager at Massachusetts State Treasurer's Office
Industry Investment Management
Experience
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

Alex Lanes Alex Lanes Ithaca, New York Area Details
Alex Lanes's Treasury Partners Experience September 2011 - December 2011
Job Student at Cornell University
Industry Financial Services
Experience
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

Brendan Jones Brendan Jones Greater New York City Area Details
Brendan Jones's Treasury Partners Experience May 2009 - Present
Job Executive Director/Portfolio Manager at TREASURY PARTNERS
Industry Investment Management
Experience
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)

Nick Maghenzani Nick Maghenzani Greater New York City Area Details
Nick Maghenzani's Treasury Partners Experience May 2012 - July 2012
Job Trade Assistant at UBS
Industry Financial Services
Experience
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

Kreetika Gupta Kreetika Gupta Jersey City, New Jersey Details
Kreetika Gupta's Treasury Partners Experience January 2011 - March 2011
Job Business Analyst
Industry Accounting
Experience
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