Utendahl Capital Partners
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Utendahl Capital Partners Employees
Employee
Years
Job
Industry
Susan Zimmerman Weil Susan Zimmerman Weil's Utendahl Capital Partners Experience 1994 - 1994
Job Partner, Weil & Wein and Founder/CoCEO, Jobtreks
Industry Professional Training & Coaching
Experience
Jobtreks December 2014 - Present
Weil & Wein June 2007 - Present
Utendahl Capital Partners 1994 - 1994
Resolution Trust Company 1991 - 1993
Mizuho Bank (Formerly The Fuji Bank) 1988 - 1990
Credit Suisse First Boston 1984 - 1986
Skills
Executive Coaching, Leadership Development, Career Counseling, Career Development, MBTI, Human Resources, Consulting, Talent Management, Career Management, Staff Development, Organizational..., Organizational..., Interviews, Program Management, Career Coaching, Career Advancement, 360 Assessment and..., Software Project..., Software Development, Software Design, Enterprise Software, Mobile Technology, Mobile Applications, Mobile Application..., Mobile Application..., Job Search Strategies, Job Search Coaching, Job Search
Education
Yale University - Yale School of Management 1986 — 1988
MBA, Finance, Real Estate
University of Pennsylvania - The Wharton School 1980 — 1984
BSE, Finance, Entrepreneurial Management
Columbia University in the City of New York
The Columbia Coaching Certification Program, External Coach Intensive (ECI)
Jobtreks December 2014 - Present
Weil & Wein June 2007 - Present
Utendahl Capital Partners 1994 - 1994
Resolution Trust Company 1991 - 1993
Mizuho Bank (Formerly The Fuji Bank) 1988 - 1990
Credit Suisse First Boston 1984 - 1986
Skills
Executive Coaching, Leadership Development, Career Counseling, Career Development, MBTI, Human Resources, Consulting, Talent Management, Career Management, Staff Development, Organizational..., Organizational..., Interviews, Program Management, Career Coaching, Career Advancement, 360 Assessment and..., Software Project..., Software Development, Software Design, Enterprise Software, Mobile Technology, Mobile Applications, Mobile Application..., Mobile Application..., Job Search Strategies, Job Search Coaching, Job Search
Education
Yale University - Yale School of Management 1986 — 1988
MBA, Finance, Real Estate
University of Pennsylvania - The Wharton School 1980 — 1984
BSE, Finance, Entrepreneurial Management
Columbia University in the City of New York
The Columbia Coaching Certification Program, External Coach Intensive (ECI)
Princess Saa-Matos Princess Saa-Matos's Utendahl Capital Partners Experience January 2007 - February 2010
Job F.I. Trade Support & Settlements at State Street
Industry Financial Services
Experience
State Street August 2014 - Present
MYD Market January 2010 - April 2014
Utendahl Capital Partners January 2007 - February 2010
Utendahl Capital Partners June 2001 - January 2007
Skills
Bloomberg, Equities, Fixed Income, Options, Securities, Bonds, Finance, Settlement, Alternative Investments, Spanish, Microsoft Excel, Back Office, PowerPoint, FINRA, Investment Banking, Outlook, Microsoft Word, Trading, Windows, Internet Explorer, Corporate Actions, Capital Markets, RFP, RFI, Oasys, Series 99, KYC, Derivatives, Hedge Funds, Management
Education
City University of New York-Herbert H. Lehman College
B.B.A, Finance
State Street August 2014 - Present
MYD Market January 2010 - April 2014
Utendahl Capital Partners January 2007 - February 2010
Utendahl Capital Partners June 2001 - January 2007
Skills
Bloomberg, Equities, Fixed Income, Options, Securities, Bonds, Finance, Settlement, Alternative Investments, Spanish, Microsoft Excel, Back Office, PowerPoint, FINRA, Investment Banking, Outlook, Microsoft Word, Trading, Windows, Internet Explorer, Corporate Actions, Capital Markets, RFP, RFI, Oasys, Series 99, KYC, Derivatives, Hedge Funds, Management
Education
City University of New York-Herbert H. Lehman College
B.B.A, Finance
Ria Allison Davis Ria Allison Davis's Utendahl Capital Partners Experience 2007 - 2010
Job General Counsel, Chief Compliance Officer; Hedge Funds; Liquid Alts; Corporate Governance
Industry Investment Management
Experience
Semper Capital Management, L.P. June 2007 - Present
Financial Women's Association 2014 - 2015
Financial Women's Association 2014 - 2015
Financial Women's Association 2014 - 2015
Utendahl Capital Partners 2007 - 2010
Citigroup, Inc. September 2006 - April 2007
Citigroup, Inc. October 2002 - September 2006
Citi April 1997 - April 2002
Brown & Wood (now Sidley Austin, Brown & Wood) February 1993 - April 1997
Kaye Scholer LLP June 1989 - February 1993
Skills
Due Diligence, Investments, Securities, Capital Markets, Banking, Equities, Private Equity, Alternative Investments, Financial Services, Mergers & Acquisitions, Structured Products, Legal Compliance, Risk Management, Joint Ventures, Licensing, Corporate Governance, Wealth Management, Investment Banking, Investment Advisory, Financial Structuring, Investment Management, Management, Hedge Funds, Portfolio Management, Mutual Funds, Securities Regulation, Derivatives, Financial Markets, Fixed Income, Series 7, Structured Finance, Series 24, Corporate Finance, Asset Management, Corporate Law, Series 63, Venture Capital, Private Banking, FINRA, High Net Worth..., AML, Real Estate, Financial Risk, Trading, KYC, Litigation, Finance
Education
University of Pennsylvania
Juris Doctor, Law
University of Pennsylvania
Bachelor's degree, Biology, General
Semper Capital Management, L.P. June 2007 - Present
Financial Women's Association 2014 - 2015
Financial Women's Association 2014 - 2015
Financial Women's Association 2014 - 2015
Utendahl Capital Partners 2007 - 2010
Citigroup, Inc. September 2006 - April 2007
Citigroup, Inc. October 2002 - September 2006
Citi April 1997 - April 2002
Brown & Wood (now Sidley Austin, Brown & Wood) February 1993 - April 1997
Kaye Scholer LLP June 1989 - February 1993
Skills
Due Diligence, Investments, Securities, Capital Markets, Banking, Equities, Private Equity, Alternative Investments, Financial Services, Mergers & Acquisitions, Structured Products, Legal Compliance, Risk Management, Joint Ventures, Licensing, Corporate Governance, Wealth Management, Investment Banking, Investment Advisory, Financial Structuring, Investment Management, Management, Hedge Funds, Portfolio Management, Mutual Funds, Securities Regulation, Derivatives, Financial Markets, Fixed Income, Series 7, Structured Finance, Series 24, Corporate Finance, Asset Management, Corporate Law, Series 63, Venture Capital, Private Banking, FINRA, High Net Worth..., AML, Real Estate, Financial Risk, Trading, KYC, Litigation, Finance
Education
University of Pennsylvania
Juris Doctor, Law
University of Pennsylvania
Bachelor's degree, Biology, General
Shawn Jennings Shawn Jennings's Utendahl Capital Partners Experience 1998 - November 2001
Job Partner at BFM Holdings LLC
Industry Real Estate
Experience
BFM Holdings LLC October 2005 - Present
Real House Inc May 2004 - Present
Utendahl Capital Partners 1998 - November 2001
Skills
Strategic Planning, Portfolio Management, Management, Nonprofits, Asset Managment, Sales, Investments, Investment Properties, Asset Management, Small Business, Entrepreneurship, Real Estate, Social Networking, Public Speaking, Business Planning, Leadership, Start-ups, Business Development, Management Consulting, Mergers & Acquisitions, Marketing, Business Strategy, Executive Management, Venture Capital, Strategy
Education
Northeastern University 1987 — 1991
BA, Finance
BFM Holdings LLC October 2005 - Present
Real House Inc May 2004 - Present
Utendahl Capital Partners 1998 - November 2001
Skills
Strategic Planning, Portfolio Management, Management, Nonprofits, Asset Managment, Sales, Investments, Investment Properties, Asset Management, Small Business, Entrepreneurship, Real Estate, Social Networking, Public Speaking, Business Planning, Leadership, Start-ups, Business Development, Management Consulting, Mergers & Acquisitions, Marketing, Business Strategy, Executive Management, Venture Capital, Strategy
Education
Northeastern University 1987 — 1991
BA, Finance
Phil Lockett Phil Lockett's Utendahl Capital Partners Experience July 1997 - July 1999
Job Portfolio Manager/Trader at Merus Capital Partners, LLC
Industry Financial Services
Experience
Merus Capital Partners, LLC August 2013 - Present
Lockett Capital LLC February 2012 - August 2013
Colonial Funding Group, LLC October 2010 - December 2011
PWL Capital July 2004 - July 2010
Millenium Capital September 2004 - September 2005
Worldco July 1999 - July 2004
Utendahl Capital Partners July 1997 - July 1999
Smith Barney July 1992 - July 1997
United States Army May 1985 - May 1990
Education
University of Michigan 1990 — 1992
MBA, Finance
United States Military Academy at West Point 1981 — 1985
Bachelor of Science (B.S.), Engineering
Merus Capital Partners, LLC August 2013 - Present
Lockett Capital LLC February 2012 - August 2013
Colonial Funding Group, LLC October 2010 - December 2011
PWL Capital July 2004 - July 2010
Millenium Capital September 2004 - September 2005
Worldco July 1999 - July 2004
Utendahl Capital Partners July 1997 - July 1999
Smith Barney July 1992 - July 1997
United States Army May 1985 - May 1990
Education
University of Michigan 1990 — 1992
MBA, Finance
United States Military Academy at West Point 1981 — 1985
Bachelor of Science (B.S.), Engineering
Timberly Davis's Utendahl Capital Partners Experience June 2002 - January 2004
Job Office Administration Management
Industry Investment Management
Experience
New York Life & MainStay Investments October 2014 - November 2014
CDG Group December 2013 - June 2014
FX Concepts January 2011 - December 2013
BraSmyth of Broadway October 2006 - December 2010
Lord & Taylor April 2004 - October 2006
Utendahl Capital Partners June 2002 - January 2004
Skills
Marketing, Data Entry, Sales, Microsoft Office, Management, Administration, Time Management, Human Resources, Communication, Event Management, Office Equipment, Social Networking, Public Relations, Insurance, Accounting, Public Speaking, Invoicing, Employee Benefits, Customer Service, Microsoft Word, Outlook, Microsoft Excel, PowerPoint, Event Planning, Team Building
Education
Berkeley College-New York 2005 — 2008
Bachelor of Business Administration (B.B.A.), Marketing, 3.4
Bauder College 1999 — 2002
Associate of Arts (A.A.), Fashion Merchandising, 3.7
Clark Atlanta University 1998 — 2000
Allied Health and Medical Assisting Services
New York Life & MainStay Investments October 2014 - November 2014
CDG Group December 2013 - June 2014
FX Concepts January 2011 - December 2013
BraSmyth of Broadway October 2006 - December 2010
Lord & Taylor April 2004 - October 2006
Utendahl Capital Partners June 2002 - January 2004
Skills
Marketing, Data Entry, Sales, Microsoft Office, Management, Administration, Time Management, Human Resources, Communication, Event Management, Office Equipment, Social Networking, Public Relations, Insurance, Accounting, Public Speaking, Invoicing, Employee Benefits, Customer Service, Microsoft Word, Outlook, Microsoft Excel, PowerPoint, Event Planning, Team Building
Education
Berkeley College-New York 2005 — 2008
Bachelor of Business Administration (B.B.A.), Marketing, 3.4
Bauder College 1999 — 2002
Associate of Arts (A.A.), Fashion Merchandising, 3.7
Clark Atlanta University 1998 — 2000
Allied Health and Medical Assisting Services
Amanda Flashner's Utendahl Capital Partners Experience 2008 - 2010
Job Studio Manager at Macquarium
Industry Internet
Experience
Macquarium March 2014 - Present
Macquarium 2010 - 2013
Tribe 2009 - 2010
Utendahl Capital Partners 2008 - 2010
Fountain Rock Capital, LLC March 2006 - October 2008
Skills
CRM, Technical Recruiting, Traffic Management, Recruiting, Project Management, Applicant Tracking..., Business Strategy, Risk Management, Change Management, Budgets, Public Relations, Employee Engagement, New Business Development, Management, Business Development
Education
University of Central Florida
Bachelors of Science in Criminal Justice, Forensic Science and Technology
Macquarium March 2014 - Present
Macquarium 2010 - 2013
Tribe 2009 - 2010
Utendahl Capital Partners 2008 - 2010
Fountain Rock Capital, LLC March 2006 - October 2008
Skills
CRM, Technical Recruiting, Traffic Management, Recruiting, Project Management, Applicant Tracking..., Business Strategy, Risk Management, Change Management, Budgets, Public Relations, Employee Engagement, New Business Development, Management, Business Development
Education
University of Central Florida
Bachelors of Science in Criminal Justice, Forensic Science and Technology
Hannah Park's Utendahl Capital Partners Experience 2008 - 2009
Job Health Care
Industry Hospital & Health Care
Experience
Admirals Bank 2012 - 2013
Admirals Bank 2011 - January 2012
Enterprise Management Consulting: Fox School of Business 2010 - 2010
Temple Fox School of Business/ École Nationale des Ponts et Chaussées 2009 - 2010
Utendahl Capital Partners 2008 - 2009
Lehman Brothers 2006 - 2008
Education
Temple University - Fox School of Business and Management 2009 — 2010
MBA, International Business
Tsinghua University 2010 — 2010
International Business Law
Ecole Nationale des Ponts et Chaussées 2009 — 2010
MBA, International Business
New York University 2002 — 2006
B.A., Economics
Admirals Bank 2012 - 2013
Admirals Bank 2011 - January 2012
Enterprise Management Consulting: Fox School of Business 2010 - 2010
Temple Fox School of Business/ École Nationale des Ponts et Chaussées 2009 - 2010
Utendahl Capital Partners 2008 - 2009
Lehman Brothers 2006 - 2008
Education
Temple University - Fox School of Business and Management 2009 — 2010
MBA, International Business
Tsinghua University 2010 — 2010
International Business Law
Ecole Nationale des Ponts et Chaussées 2009 — 2010
MBA, International Business
New York University 2002 — 2006
B.A., Economics
Lael Cathy's Utendahl Capital Partners Experience Director of FinanceUpper Manhattan Empowerment Zone Development Corporation2003 - 2004
Job Director of Accounting at Utendahl Capital Partners
Industry Accounting
Experience
Utendahl Capital Partners Director of FinanceUpper Manhattan Empowerment Zone Development Corporation2003 - 2004
Upper Manhattan Empowerment Zone Development Corporation 2003 - 2004
Upper Manhattan Empowerment Zone Development Corporation 2003 - 2004
Education
Marymount Manhattan College 1996 — 1999
Utendahl Capital Partners Director of FinanceUpper Manhattan Empowerment Zone Development Corporation2003 - 2004
Upper Manhattan Empowerment Zone Development Corporation 2003 - 2004
Upper Manhattan Empowerment Zone Development Corporation 2003 - 2004
Education
Marymount Manhattan College 1996 — 1999
Rosa Emilia Moreno's Utendahl Capital Partners Experience January 2003 - March 2005
Job Corporate Board Relations | IFC (World Bank Group)
Industry Venture Capital & Private Equity
Experience
IFC - International Finance Corporation December 2012 - Present
REM Partners, LLC March 2005 - November 2012
Office of the President, Dominican Republic September 2004 - August 2008
Utendahl Capital Partners January 2003 - March 2005
Merrill Lynch June 1999 - September 2001
Citigroup September 1996 - January 1999
Goldman Sachs December 1994 - September 1996
Skills
Business Relationship..., Credit Analysis, Marketing Management, CFA1, New Business Development, Account Management, Institutional Marketing, Latin America, corporate finance, Spanish, French, Brazilian Portuguese, pension fund marketing, Transition Management, Building Partnerships, Institutional Relations, Private Equity, Partnerships, Finance, Capital Markets, Investor Relations, Corporate Finance, Business Development, Fixed Income, Marketing, Economics, Management, Project Management, Financial Markets, Due Diligence, Trading, Relationship Management, Strategy, Emerging Markets, Financial Structuring, Investment Banking, Investments, Social Impact
Education
Boston University
Bachelor of Arts
Chartered Financial Analyst
CFA1 Candidate
Columbia University SIPA
Master of Arts
Johns Hopkins SAIS
Master of Arts
London School of Economics and Political Science
Master of Science
IFC - International Finance Corporation December 2012 - Present
REM Partners, LLC March 2005 - November 2012
Office of the President, Dominican Republic September 2004 - August 2008
Utendahl Capital Partners January 2003 - March 2005
Merrill Lynch June 1999 - September 2001
Citigroup September 1996 - January 1999
Goldman Sachs December 1994 - September 1996
Skills
Business Relationship..., Credit Analysis, Marketing Management, CFA1, New Business Development, Account Management, Institutional Marketing, Latin America, corporate finance, Spanish, French, Brazilian Portuguese, pension fund marketing, Transition Management, Building Partnerships, Institutional Relations, Private Equity, Partnerships, Finance, Capital Markets, Investor Relations, Corporate Finance, Business Development, Fixed Income, Marketing, Economics, Management, Project Management, Financial Markets, Due Diligence, Trading, Relationship Management, Strategy, Emerging Markets, Financial Structuring, Investment Banking, Investments, Social Impact
Education
Boston University
Bachelor of Arts
Chartered Financial Analyst
CFA1 Candidate
Columbia University SIPA
Master of Arts
Johns Hopkins SAIS
Master of Arts
London School of Economics and Political Science
Master of Science
Frank Ciaravalli, CFA's Utendahl Capital Partners Experience June 2009 - December 2009
Job RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets March 2010 - Present
Utendahl Capital Partners June 2009 - December 2009
Merrill Lynch April 1983 - June 2009
Merrill Lynch 2000 - 2009
Skills
Fixed Income, Capital Markets, Series 7, Equities, Securities, Investment Banking, Hedge Funds, Investments, Bonds, Bloomberg, Derivatives, Structured Products, Trading, High Yield, Portfolio Management, Asset Managment, Valuation, Credit Derivatives, Electronic Trading, Private Equity
Education
Pace University - Lubin School of Business 1980 — 1982
MBA, Finance
Pace University - Lubin School of Business 1976 — 1980
BBA, Management Science
RBC Capital Markets March 2010 - Present
Utendahl Capital Partners June 2009 - December 2009
Merrill Lynch April 1983 - June 2009
Merrill Lynch 2000 - 2009
Skills
Fixed Income, Capital Markets, Series 7, Equities, Securities, Investment Banking, Hedge Funds, Investments, Bonds, Bloomberg, Derivatives, Structured Products, Trading, High Yield, Portfolio Management, Asset Managment, Valuation, Credit Derivatives, Electronic Trading, Private Equity
Education
Pace University - Lubin School of Business 1980 — 1982
MBA, Finance
Pace University - Lubin School of Business 1976 — 1980
BBA, Management Science
Tom Rash's Utendahl Capital Partners Experience May 2009 - October 2009
Job Managing Director, High Grade Credit Sales at USBancorp Investments, LLC
Industry Financial Services
Experience
Utendahl Capital Partners May 2009 - October 2009
Merrill Lynch & Co. July 1971 - August 2007
Merrill Lynch & Co. 1971 - 2007
Skills
Sales, Investments, Series 7, Management, Portfolio Management, Asset Management, Fixed Income, Strategy, Capital Markets, Credit, Securities, Alternative Investments, Equities, Asset Allocation, Hedge Funds, Bonds
Education
University of Missouri-Columbia 1967 — 1971
Bachelor of Journalism, Advertising
Belleville High School West 1965 — 1967
Yamato High School 1963 — 1965
Utendahl Capital Partners May 2009 - October 2009
Merrill Lynch & Co. July 1971 - August 2007
Merrill Lynch & Co. 1971 - 2007
Skills
Sales, Investments, Series 7, Management, Portfolio Management, Asset Management, Fixed Income, Strategy, Capital Markets, Credit, Securities, Alternative Investments, Equities, Asset Allocation, Hedge Funds, Bonds
Education
University of Missouri-Columbia 1967 — 1971
Bachelor of Journalism, Advertising
Belleville High School West 1965 — 1967
Yamato High School 1963 — 1965
Evan Lustig's Utendahl Capital Partners Experience May 2008 - August 2008
Job MBA Candidate, Fordham University
Industry Financial Services
Experience
Merchant Cash and Capital LLC May 2015 - August 2015
Merchant Cash and Capital LLC July 2011 - June 2015
Morgan Stanley August 2010 - January 2011
AVI Media Group July 2009 - August 2009
Utendahl Capital Partners May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Risk Management, Derivatives, Trading, Portfolio Management, Credit, Alternative Investments, Credit Analysis, Finance, Financial Risk, Banking, Financial Services, Loans, Strategic Financial..., Equity Research, Options, Investments, Equities, Valuation, Fixed Income, Asset Managment, Due Diligence, Private Equity, Underwriting
Education
Fordham Gabelli School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Finance, Entrepreneurship and Emerging Enterprise
Merchant Cash and Capital LLC May 2015 - August 2015
Merchant Cash and Capital LLC July 2011 - June 2015
Morgan Stanley August 2010 - January 2011
AVI Media Group July 2009 - August 2009
Utendahl Capital Partners May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Risk Management, Derivatives, Trading, Portfolio Management, Credit, Alternative Investments, Credit Analysis, Finance, Financial Risk, Banking, Financial Services, Loans, Strategic Financial..., Equity Research, Options, Investments, Equities, Valuation, Fixed Income, Asset Managment, Due Diligence, Private Equity, Underwriting
Education
Fordham Gabelli School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Finance, Entrepreneurship and Emerging Enterprise