Treesdale Partners
Description
Address: 1325 6th Ave #2302, New York, NY 10019 Phone: (212) 299-5525: Category: : : : : : Hours: Place name: Website: Website: http://www.treesdalellc.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. · Own this business?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 Treesdale Partners LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Treesdale Partners Employees
Employee
Years
Job
Industry
Fang (Francine) Zhang Fang (Francine) Zhang's Treesdale Partners Experience June 2011 - September 2011
Job
Industry Financial Services
Experience
AXA Advisors June 2013 - Present
New York University Graduate Admissions June 2012 - May 2013
Treesdale Partners June 2011 - September 2011
Citic Securities Investment Banking Department February 2010 - June 2010
Skills
Financial Reporting, Portfolio Management, Data Analysis, Risk Management, Fixed Income, Behavioral Finance, Corporate Finance, Bloomberg, Pricing, Financial Analysis, Financial Modeling, Valuation, Accounting, Capital Budgeting, SEC Financial Reporting, 10-k Analysis, Economic Research, Microsoft Excel, Excel VBA, PowerPoint, C++ Language, Equity Derivatives, Interest Rate..., Analysis, Bank Reconciliation, Equity Research, Financial Advisory, QuickBooks, ERM, Leadership, Economics
Education
New York University 2012 — 2013
Master of Science (M.S.), Financial Risk Engineering/Applied Maths
Rochester Institute of Technology 2010 — 2011
Master of Science (M.S.), Accounting and Finance
Renmin University of China 2006 — 2010
Bachelor of Economics, Financial Engineering
AXA Advisors June 2013 - Present
New York University Graduate Admissions June 2012 - May 2013
Treesdale Partners June 2011 - September 2011
Citic Securities Investment Banking Department February 2010 - June 2010
Skills
Financial Reporting, Portfolio Management, Data Analysis, Risk Management, Fixed Income, Behavioral Finance, Corporate Finance, Bloomberg, Pricing, Financial Analysis, Financial Modeling, Valuation, Accounting, Capital Budgeting, SEC Financial Reporting, 10-k Analysis, Economic Research, Microsoft Excel, Excel VBA, PowerPoint, C++ Language, Equity Derivatives, Interest Rate..., Analysis, Bank Reconciliation, Equity Research, Financial Advisory, QuickBooks, ERM, Leadership, Economics
Education
New York University 2012 — 2013
Master of Science (M.S.), Financial Risk Engineering/Applied Maths
Rochester Institute of Technology 2010 — 2011
Master of Science (M.S.), Accounting and Finance
Renmin University of China 2006 — 2010
Bachelor of Economics, Financial Engineering
Erik Eggers Erik Eggers's Treesdale Partners Experience September 2008 - March 2012
Job Whole Loan Trader at Nationstar Mortgage Special Servicing
Industry Financial Services
Experience
Nationstar Mortgage Special Servicing January 2015 - Present
Hayman Capital Management September 2012 - December 2014
Treesdale Partners September 2008 - March 2012
RBS Greenwich Capital June 2005 - August 2008
Ambac June 2003 - June 2005
GMAC ResCap May 1998 - June 2003
Clayton May 1998 - April 2001
Prudential Asset Recovery/Relocation December 1995 - May 1998
Skills
Fixed Income, Trading, Structured Products, Risk Management, Surveillance, Market Risk, Residential Mortgages, RMBS, MBS, ABS, Whole Loans, Special Servicing, Loan Servicing, Loss Mitigation, Portfolio Management, Securitization, Credit Analysis, Credit Risk, Loans, Servicing, REO, CMBS, Structured Finance, Capital Markets, Asset Management, Mortgage, Credit, Securities, Bloomberg, Asset Managment, Finance, Financial Structuring, Mortgage Lending
Education
The University of Connecticut 1988 — 1992
Bachelor of Science (B.S.), Finance
St. Joseph High School 1984 — 1988
HS Diploma, Honors, College Preparation
Nationstar Mortgage Special Servicing January 2015 - Present
Hayman Capital Management September 2012 - December 2014
Treesdale Partners September 2008 - March 2012
RBS Greenwich Capital June 2005 - August 2008
Ambac June 2003 - June 2005
GMAC ResCap May 1998 - June 2003
Clayton May 1998 - April 2001
Prudential Asset Recovery/Relocation December 1995 - May 1998
Skills
Fixed Income, Trading, Structured Products, Risk Management, Surveillance, Market Risk, Residential Mortgages, RMBS, MBS, ABS, Whole Loans, Special Servicing, Loan Servicing, Loss Mitigation, Portfolio Management, Securitization, Credit Analysis, Credit Risk, Loans, Servicing, REO, CMBS, Structured Finance, Capital Markets, Asset Management, Mortgage, Credit, Securities, Bloomberg, Asset Managment, Finance, Financial Structuring, Mortgage Lending
Education
The University of Connecticut 1988 — 1992
Bachelor of Science (B.S.), Finance
St. Joseph High School 1984 — 1988
HS Diploma, Honors, College Preparation
Ashley Honey Ashley Honey's Treesdale Partners Experience 2012 - May 2013
Job Foreign Exchange Trader at BNP Paribas
Industry Investment Management
Experience
BNP Paribas July 2013 - Present
Treesdale Partners 2012 - May 2013
Barclays Capital November 2007 - February 2012
OM Financial Group 2005 - 2007
Skills
Trading, Derivatives, FX trading
Education
Arizona State University 2001 — 2003
Economics
Indiana University of Pennsylvania 1999 — 2001
Finance, General
BNP Paribas July 2013 - Present
Treesdale Partners 2012 - May 2013
Barclays Capital November 2007 - February 2012
OM Financial Group 2005 - 2007
Skills
Trading, Derivatives, FX trading
Education
Arizona State University 2001 — 2003
Economics
Indiana University of Pennsylvania 1999 — 2001
Finance, General
Cody Kugler Cody Kugler's Treesdale Partners Experience October 2009 - January 2010
Job Analyst at JP Morgan Chase
Industry Higher Education
Experience
JPMorgan Chase February 2013 - Present
East River Medical Imaging, PC August 2012 - January 2013
Lafayette College September 2008 - May 2012
Arthur Schuman Inc. June 2011 - August 2011
Treesdale Partners October 2009 - January 2010
Skills
PowerPoint, Word, Excel, Editing, Microsoft Office, Writing, Time Management, Project Management, Outlook
Education
Lafayette College 2008 — 2012
Bachelor of Arts, Economics and Business, Senior
Northern Valley Demarest Regional High School 2004 — 2008
High School
JPMorgan Chase February 2013 - Present
East River Medical Imaging, PC August 2012 - January 2013
Lafayette College September 2008 - May 2012
Arthur Schuman Inc. June 2011 - August 2011
Treesdale Partners October 2009 - January 2010
Skills
PowerPoint, Word, Excel, Editing, Microsoft Office, Writing, Time Management, Project Management, Outlook
Education
Lafayette College 2008 — 2012
Bachelor of Arts, Economics and Business, Senior
Northern Valley Demarest Regional High School 2004 — 2008
High School
Peter Rosenblatt Peter Rosenblatt's Treesdale Partners Experience September 2009 - June 2012
Job Managing Director, Firm Administration at MoloLamken LLP
Industry Legal Services
Experience
MoloLamken LLP June 2012 - Present
Treesdale Partners September 2009 - June 2012
EagleRock Capital Management, LLC February 2009 - September 2009
Glenview Capital April 2006 - December 2008
Ernst & Young August 2004 - April 2006
Skills
Hedge Funds, Private Equity, Valuation, Asset Management, Fund Of Funds, Financial Reporting, Corporate Finance, Financial Modeling, Due Diligence, Alternative Investments, Audit, Financial Analysis, Accounting, Tax, Financial Planning, Equities, Risk Management, Capital Markets, Financial Accounting, Fund Administration, Cash Management, Investments, Cash Flow, Financial Markets, Bloomberg, Commodities, Mutual Funds, Investor Relations, Fixed Income, Business Valuation, Options, Portfolio Management, Funding, Internal Controls, Financial Management, Securities, SEC reporting, Bonds, Debt, Fund Accounting, Operational Due..., Trading, Equity Valuation, Litigation Support
Education
City University of New York-Baruch College 2003 — 2004
Master's degree, Accounting
New York University 2001 — 2004
MS, Systems & Management
Emory University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting and Business/Management
MoloLamken LLP June 2012 - Present
Treesdale Partners September 2009 - June 2012
EagleRock Capital Management, LLC February 2009 - September 2009
Glenview Capital April 2006 - December 2008
Ernst & Young August 2004 - April 2006
Skills
Hedge Funds, Private Equity, Valuation, Asset Management, Fund Of Funds, Financial Reporting, Corporate Finance, Financial Modeling, Due Diligence, Alternative Investments, Audit, Financial Analysis, Accounting, Tax, Financial Planning, Equities, Risk Management, Capital Markets, Financial Accounting, Fund Administration, Cash Management, Investments, Cash Flow, Financial Markets, Bloomberg, Commodities, Mutual Funds, Investor Relations, Fixed Income, Business Valuation, Options, Portfolio Management, Funding, Internal Controls, Financial Management, Securities, SEC reporting, Bonds, Debt, Fund Accounting, Operational Due..., Trading, Equity Valuation, Litigation Support
Education
City University of New York-Baruch College 2003 — 2004
Master's degree, Accounting
New York University 2001 — 2004
MS, Systems & Management
Emory University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting and Business/Management
Britton Bollinger's Treesdale Partners Experience February 2012 - May 2013
Job FX Trader at Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ October 2013 - Present
Bank of Tokyo-Mitsubishi UFJ May 2013 - Present
Treesdale Partners February 2012 - May 2013
General Electric November 2010 - January 2012
UBS Financial Services September 2008 - February 2009
American Stock Exchange June 2007 - August 2007
Skills
Hedge Funds, Trading, Fixed Income, FX Options, Bloomberg, Capital Markets, Equities, Financial Modeling, Investments, Portfolio Management
Education
Fairfield University
Bachelor of Science, Economics
Fairfield High School
Bank of Tokyo-Mitsubishi UFJ October 2013 - Present
Bank of Tokyo-Mitsubishi UFJ May 2013 - Present
Treesdale Partners February 2012 - May 2013
General Electric November 2010 - January 2012
UBS Financial Services September 2008 - February 2009
American Stock Exchange June 2007 - August 2007
Skills
Hedge Funds, Trading, Fixed Income, FX Options, Bloomberg, Capital Markets, Equities, Financial Modeling, Investments, Portfolio Management
Education
Fairfield University
Bachelor of Science, Economics
Fairfield High School
Ade Odunsi Ade Odunsi's Treesdale Partners Experience July 2011 - November 2014
Job FX Risk Advisory at Citi
Industry Investment Management
Experience
Citi November 2014 - Present
Treesdale Partners July 2011 - November 2014
Barclays Capital January 2010 - January 2011
Barclays Capital 2007 - 2009
Merrill Lynch 2006 - 2007
Merrill Lynch 2004 - 2006
Merrill Lynch 2002 - 2004
Merrill Lynch 2000 - 2002
JP Morgan Chase 1997 - 2000
Royal Bank of Canada 1993 - 1997
Skills
Fixed Income, Derivatives, Trading, Hedge Funds, FX Options, Options, Financial Structuring, Structured Finance, Investments, Commodity, Asset Management, ETFs, Mutual Funds, Currency, Portfolio Management
Education
University of Cambridge 1988 — 1991
MA, Economics
Citi November 2014 - Present
Treesdale Partners July 2011 - November 2014
Barclays Capital January 2010 - January 2011
Barclays Capital 2007 - 2009
Merrill Lynch 2006 - 2007
Merrill Lynch 2004 - 2006
Merrill Lynch 2002 - 2004
Merrill Lynch 2000 - 2002
JP Morgan Chase 1997 - 2000
Royal Bank of Canada 1993 - 1997
Skills
Fixed Income, Derivatives, Trading, Hedge Funds, FX Options, Options, Financial Structuring, Structured Finance, Investments, Commodity, Asset Management, ETFs, Mutual Funds, Currency, Portfolio Management
Education
University of Cambridge 1988 — 1991
MA, Economics
John Tomeo's Treesdale Partners Experience March 2010 - March 2012
Job Managing DirectorCapital Markets and Hedge Fund Marketing
Industry Financial Services
Experience
Liberty SBF June 2014 - April 2015
Angel Oak Capital Advisors, LLC August 2012 - January 2014
Treesdale Partners March 2010 - March 2012
Duncan-Williams, Inc. January 2009 - March 2010
RBS Greenwich Capital 1997 - 2008
Merrill Lynch 1983 - 1997
Skills
Capital Markets, Series 7, Hedge Funds, Fixed Income, Investor Relations, Structured Products, Bloomberg, Securities, CMBS, Credit Derivatives, MBS, Portfolio Management, Structured Finance, Investments, Institutional..., Mutual Funds, ABS, Financial Services
Education
Pace University - Lubin School of Business 1985 — 1988
MBA, Banking & Finance
Long Island University, C.W. Post Campus 1982 — 1984
BS, Accounting
Liberty SBF June 2014 - April 2015
Angel Oak Capital Advisors, LLC August 2012 - January 2014
Treesdale Partners March 2010 - March 2012
Duncan-Williams, Inc. January 2009 - March 2010
RBS Greenwich Capital 1997 - 2008
Merrill Lynch 1983 - 1997
Skills
Capital Markets, Series 7, Hedge Funds, Fixed Income, Investor Relations, Structured Products, Bloomberg, Securities, CMBS, Credit Derivatives, MBS, Portfolio Management, Structured Finance, Investments, Institutional..., Mutual Funds, ABS, Financial Services
Education
Pace University - Lubin School of Business 1985 — 1988
MBA, Banking & Finance
Long Island University, C.W. Post Campus 1982 — 1984
BS, Accounting
Bruce Gehrlein Bruce Gehrlein's Treesdale Partners Experience September 2008 - March 2012
Job Portfolio Management at Cairn Capital North America
Industry Investment Management
Experience
Cairn Capital North America October 2012 - Present
Treesdale Partners September 2008 - March 2012
RBS April 1996 - August 2008
Credit Suisse June 1990 - October 1995
Franklin Savings August 1988 - June 1990
Stern Brothers July 1987 - August 1988
Skills
Hedge Funds, ABS, Trading, Credit, Structured Finance
Education
Northwest Missouri State University 1983 — 1986
BS, Computer Science (Major) Mathematics (Minor)
University of Missouri-Rolla 1982 — 1982
Engineering
Cairn Capital North America October 2012 - Present
Treesdale Partners September 2008 - March 2012
RBS April 1996 - August 2008
Credit Suisse June 1990 - October 1995
Franklin Savings August 1988 - June 1990
Stern Brothers July 1987 - August 1988
Skills
Hedge Funds, ABS, Trading, Credit, Structured Finance
Education
Northwest Missouri State University 1983 — 1986
BS, Computer Science (Major) Mathematics (Minor)
University of Missouri-Rolla 1982 — 1982
Engineering
Wesley A. Huber's Treesdale Partners Experience September 2015 - Present
Job Treesdale Partners, LLC
Industry Financial Services
Experience
Treesdale Partners September 2015 - Present
J.P. Morgan February 2015 - September 2015
Treesdale Partners November 2014 - February 2015
Native Nation Events November 2013 - January 2015
Alternative Asset Investment Management May 2014 - November 2014
Skills
Microsoft Office, Sales, Event Planning, PowerPoint, Hedge Funds, Cold Calling, Microsoft Excel, Marketing Strategy, Microsoft Word, Due Diligence, Social Networking, Lead Generation, Office Administration, Account Management, Commercial Real Estate, Conference Coordination, Website Updating, Google Docs, Team Leadership, Property, Agenda Development, Data Entry, Sponsorship Sales, Crowdfunding, Real Estate Transactions, Fixed Income Strategies, Fixed Income Analysis, Customer Service, Investments, Management, Public Speaking, Social Media
Education
Jacksonville University 2011 — 2015
Bachelor's degree, International Business
Bergen Catholic High School 2006 — 2010
Treesdale Partners September 2015 - Present
J.P. Morgan February 2015 - September 2015
Treesdale Partners November 2014 - February 2015
Native Nation Events November 2013 - January 2015
Alternative Asset Investment Management May 2014 - November 2014
Skills
Microsoft Office, Sales, Event Planning, PowerPoint, Hedge Funds, Cold Calling, Microsoft Excel, Marketing Strategy, Microsoft Word, Due Diligence, Social Networking, Lead Generation, Office Administration, Account Management, Commercial Real Estate, Conference Coordination, Website Updating, Google Docs, Team Leadership, Property, Agenda Development, Data Entry, Sponsorship Sales, Crowdfunding, Real Estate Transactions, Fixed Income Strategies, Fixed Income Analysis, Customer Service, Investments, Management, Public Speaking, Social Media
Education
Jacksonville University 2011 — 2015
Bachelor's degree, International Business
Bergen Catholic High School 2006 — 2010
Weiyi Wang Weiyi Wang's Treesdale Partners Experience March 2012 - May 2012
Job MQF student at Rutgers Business School
Industry Financial Services
Experience
Haitong Securities April 2014 - Present
Yuanta Securities December 2012 - April 2014
Treesdale Partners March 2012 - May 2012
Skills
Financial Modeling, Asset Management, Hedge Funds, Analysis, Time Series Analysis, Trading
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2012
Master's degree, Quantitative Finance
Haitong Securities April 2014 - Present
Yuanta Securities December 2012 - April 2014
Treesdale Partners March 2012 - May 2012
Skills
Financial Modeling, Asset Management, Hedge Funds, Analysis, Time Series Analysis, Trading
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2012
Master's degree, Quantitative Finance
Karl Miras Karl Miras's Treesdale Partners Experience September 2013 - October 2014
Job Product Control at Barclays Investment Bank
Industry
Experience
Barclays Investment Bank November 2014 - Present
Treesdale Partners September 2013 - October 2014
Collegiate Entrepreneurs May 2011 - September 2013
Collegiate Entrepreneurs April 2010 - May 2011
Skills
Bloomberg Terminal, Microsoft Office, Management, Financial Analysis, Sales, PowerPoint, Microsoft Excel, Marketing, Recruiting, Entrepreneurship, Leadership, Customer Service, Microsoft Word, Finance
Education
Siena College 2008 — 2012
Bachelor's degree, Bachelor of Science, Major: Finance
North Salem High School 2004 — 2008
Advanced Regents Diploma, 3.5
Barclays Investment Bank November 2014 - Present
Treesdale Partners September 2013 - October 2014
Collegiate Entrepreneurs May 2011 - September 2013
Collegiate Entrepreneurs April 2010 - May 2011
Skills
Bloomberg Terminal, Microsoft Office, Management, Financial Analysis, Sales, PowerPoint, Microsoft Excel, Marketing, Recruiting, Entrepreneurship, Leadership, Customer Service, Microsoft Word, Finance
Education
Siena College 2008 — 2012
Bachelor's degree, Bachelor of Science, Major: Finance
North Salem High School 2004 — 2008
Advanced Regents Diploma, 3.5
Mariya Meshcheryakova Mariya Meshcheryakova's Treesdale Partners Experience June 2009 - August 2009
Job Organizational Behavior PhD Student at UNC Chapel Hill
Industry Research
Experience
University of North Carolina at Chapel Hill August 2013 - Present
Bloomberg September 2011 - August 2013
Bloomberg June 2011 - August 2011
Bundle.com May 2010 - May 2011
Columbia Business School March 2010 - July 2010
Valerie August & Associates, LLC September 2009 - February 2010
Analytic Recruiting August 2008 - September 2009
Treesdale Partners June 2009 - August 2009
Skills
Analytics, Quantitative Analytics, Statistics, Data Analysis, Organizational Behavior, SPSS, Economics, Entrepreneurship, Research, Market Research, Microsoft Office, Stata
Education
Barnard College 2008 — 2012
BA, Economics and Russian
Stuyvesant High School 2004 — 2008
Columbia University in the City of New York
University of North Carolina at Chapel Hill August 2013 - Present
Bloomberg September 2011 - August 2013
Bloomberg June 2011 - August 2011
Bundle.com May 2010 - May 2011
Columbia Business School March 2010 - July 2010
Valerie August & Associates, LLC September 2009 - February 2010
Analytic Recruiting August 2008 - September 2009
Treesdale Partners June 2009 - August 2009
Skills
Analytics, Quantitative Analytics, Statistics, Data Analysis, Organizational Behavior, SPSS, Economics, Entrepreneurship, Research, Market Research, Microsoft Office, Stata
Education
Barnard College 2008 — 2012
BA, Economics and Russian
Stuyvesant High School 2004 — 2008
Columbia University in the City of New York
Dennis Rhee Dennis Rhee's Treesdale Partners Experience January 2002 - Present
Job
Industry Investment Management
Experience
Treesdale Partners January 2002 - Present
Education
The University of Chicago Booth School of Business 1990 — 1992
mba
Cornell University 1982 — 1986
Treesdale Partners January 2002 - Present
Education
The University of Chicago Booth School of Business 1990 — 1992
mba
Cornell University 1982 — 1986
Phong Huynh's Treesdale Partners Experience 2009 - 2012
Job Managing Director at Aperio Capital Management, LLC
Industry Investment Management
Experience
Aperio Capital Management, LLC 2012 - Present
Treesdale Partners 2009 - 2012
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA
Northwestern University 1991 — 1995
BA
Aperio Capital Management, LLC 2012 - Present
Treesdale Partners 2009 - 2012
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA
Northwestern University 1991 — 1995
BA
Steve Koomar's Treesdale Partners Experience September 2005 - February 2006
Job CEO PIA Farmland, Inc
Industry Investment Management
Experience
PIA Farmland 2012 - Present
Koomar Consulting LLC 2007 - December 2011
GSC 2007 - 2009
Treesdale Partners September 2005 - February 2006
Prudential Investments March 2000 - September 2002
Goldman Sachs June 1986 - December 1999
Skills
Portfolio Management, Fixed Income, Risk Management, Business Development, Private Equity, Bonds, Asset Management, Hedge Funds, Alternative Investments, FX Options, Valuation, Equities, Investments, Capital Markets, Trading, Derivatives, Management
Education
The University of Texas at Austin - Red McCombs School of Business 1984 — 1986
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
BS, Finance
PIA Farmland 2012 - Present
Koomar Consulting LLC 2007 - December 2011
GSC 2007 - 2009
Treesdale Partners September 2005 - February 2006
Prudential Investments March 2000 - September 2002
Goldman Sachs June 1986 - December 1999
Skills
Portfolio Management, Fixed Income, Risk Management, Business Development, Private Equity, Bonds, Asset Management, Hedge Funds, Alternative Investments, FX Options, Valuation, Equities, Investments, Capital Markets, Trading, Derivatives, Management
Education
The University of Texas at Austin - Red McCombs School of Business 1984 — 1986
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
BS, Finance