Value Line
Industry: Company
DescriptionValue Line, Inc. is an independent investment research and financial publishing firm based in New York City, New York, United States, founded in 1931 by Arnold Bernhard. CEO: Howard A. Brecher (Oct 20, 2011–) Headquarters: New York City, NY Founder: Arnold Bernhard Founded: 1931 Subsidiaries: EULAV Asset Management, LLC,
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Value Line Employees
Employee
Years
Job
Industry
Walter Ramsley Walter Ramsley's Value Line Experience 1976 - 1980
Job Chairman Walrus Partners
Industry Financial Services
Experience
Walrus Partners October 1997 - Present
Walter Ramsley's Special Situation Letter 1998 - 2007
FRC Special Situations Letter 1985 - 1998
Wang Laboratories 1980 - 1985
Value Line 1976 - 1980
International Telephone & Telegraph 1973 - 1974
Skills
Equities, Portfolio Management, Wealth Management, Asset Management, Investments, Financial Analysis, Capital Markets, Economics, Trading, Analysis, Hedge Funds, Finance, Private Equity, Financial Modeling, Financial Risk, Investment Management, Emerging Markets, Mutual Funds, Venture Capital, Valuation, Alternative Investments
Education
University of Massachusetts - Amherst 1974 — 1976
Master of Business Administration (MBA), Finance
Lafayette College 1969 — 1973
Bachelor of Arts (B.A.), History and Economics
Walrus Partners October 1997 - Present
Walter Ramsley's Special Situation Letter 1998 - 2007
FRC Special Situations Letter 1985 - 1998
Wang Laboratories 1980 - 1985
Value Line 1976 - 1980
International Telephone & Telegraph 1973 - 1974
Skills
Equities, Portfolio Management, Wealth Management, Asset Management, Investments, Financial Analysis, Capital Markets, Economics, Trading, Analysis, Hedge Funds, Finance, Private Equity, Financial Modeling, Financial Risk, Investment Management, Emerging Markets, Mutual Funds, Venture Capital, Valuation, Alternative Investments
Education
University of Massachusetts - Amherst 1974 — 1976
Master of Business Administration (MBA), Finance
Lafayette College 1969 — 1973
Bachelor of Arts (B.A.), History and Economics
Douglas G. Maurer, CFA Douglas G. Maurer, CFA's Value Line Experience 2009 - Present
Job Equity Portfolio/Product Manager at Value Line
Industry Financial Services
Experience
Value Line 2009 - Present
Value Line 2005 - 2009
Soleil Securities 2003 - 2005
Bluestone Capital 2000 - 2002
Adams Harkness 1998 - 2000
Skills
Investments, Options, Marketing, Bonds, Stocks, Equity Research, Equities, Bloomberg, Portfolio Management, Valuation, Fixed Income, Financial Modeling, Finance, Mutual Funds, Hedge Funds, Asset Management, Capital Markets
Education
Northwestern University
MM
University of Wisconsin-Madison
MBA, Finance, Investments, and Banking
Value Line 2009 - Present
Value Line 2005 - 2009
Soleil Securities 2003 - 2005
Bluestone Capital 2000 - 2002
Adams Harkness 1998 - 2000
Skills
Investments, Options, Marketing, Bonds, Stocks, Equity Research, Equities, Bloomberg, Portfolio Management, Valuation, Fixed Income, Financial Modeling, Finance, Mutual Funds, Hedge Funds, Asset Management, Capital Markets
Education
Northwestern University
MM
University of Wisconsin-Madison
MBA, Finance, Investments, and Banking
Matthew Peragine Matthew Peragine's Value Line Experience January 2015 - Present
Job Data Support Analyst at Value Line
Industry Financial Services
Experience
Value Line January 2015 - Present
Thomson Reuters May 2013 - December 2014
AMC Health November 2012 - February 2013
Carpenter Technology September 2011 - November 2012
Skills
Data Analysis, Operations Research, Microsoft Excel, Process Improvement, Project Management, Java, C#, SQL, Microsoft SQL Server, SSRS, SSIS, Oracle SQL Developer, CRM, Mathematical Programming, AMPL, Matlab, Eloqua, Salesforce.com
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
M.S., Operations Research, Magna Cum Laude
New Jersey Institute of Technology 2005 — 2009
B.S., Applied Mathematics, Summa Cum Laude
Value Line January 2015 - Present
Thomson Reuters May 2013 - December 2014
AMC Health November 2012 - February 2013
Carpenter Technology September 2011 - November 2012
Skills
Data Analysis, Operations Research, Microsoft Excel, Process Improvement, Project Management, Java, C#, SQL, Microsoft SQL Server, SSRS, SSIS, Oracle SQL Developer, CRM, Mathematical Programming, AMPL, Matlab, Eloqua, Salesforce.com
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
M.S., Operations Research, Magna Cum Laude
New Jersey Institute of Technology 2005 — 2009
B.S., Applied Mathematics, Summa Cum Laude
Laranda R Benson Laranda R Benson's Value Line Experience November 2008 - Present
Job Software Support at Value Line
Industry Financial Services
Experience
Value Line November 2008 - Present
VALUE LINE PUBLISHING January 2008 - Present
Value Line November 2006 - November 2008
Value Line January 2006 - January 2008
ASCAP January 2000 - January 2006
Bloomingdale's January 2000 - January 2004
ASCAP January 1999 - January 2000
VALUE LINE PUBLISHING January 1998 - January 1999
Value Line January 1995 - January 1997
Skills
Access, Administration, Advertising, Asset Management, Bloomberg, Business Analysis, Business Development, Customer Service, Data Entry, Capital Markets, Equities, Equity Research, Event Planning, Financial Analysis, Financial Modeling, Fixed Income, Human Resources, Investments, Marketing Strategy, Microsoft Excel, Microsoft Office
Education
JANE ADDAMS HIGH SCHOOL
General Academics
Marymount California University
Business Management
Value Line November 2008 - Present
VALUE LINE PUBLISHING January 2008 - Present
Value Line November 2006 - November 2008
Value Line January 2006 - January 2008
ASCAP January 2000 - January 2006
Bloomingdale's January 2000 - January 2004
ASCAP January 1999 - January 2000
VALUE LINE PUBLISHING January 1998 - January 1999
Value Line January 1995 - January 1997
Skills
Access, Administration, Advertising, Asset Management, Bloomberg, Business Analysis, Business Development, Customer Service, Data Entry, Capital Markets, Equities, Equity Research, Event Planning, Financial Analysis, Financial Modeling, Fixed Income, Human Resources, Investments, Marketing Strategy, Microsoft Excel, Microsoft Office
Education
JANE ADDAMS HIGH SCHOOL
General Academics
Marymount California University
Business Management
Stephanie Coit Stephanie Coit's Value Line Experience August 2004 - September 2005
Job MS, Gerontology
Industry Research
Experience
Independent Contractor May 2015 - Present
Acquisition Advisors December 2008 - Present
Life Time Fitness March 2014 - Present
Main Street Yoga January 2014 - September 2014
Hachette Filipacchi Media US April 2008 - November 2008
Lillian Vernon September 2006 - March 2008
SourceMedia September 2005 - October 2006
SourceMedia FKA Thomson Media 2005 - 2006
Value Line August 2004 - September 2005
Skills
Online Marketing, Email Marketing, Direct Marketing, Marketing, SEO, E-commerce, Integrated Marketing, Digital Marketing, Lead Generation, Advertising, Web Analytics, Publishing, Online Advertising, Google Analytics, Team Building, Direct Mail, Social Media Marketing, B2B Marketing, Analytics, Content Management, Affiliate Marketing, Web Design, Marketing Strategy, Digital Strategy, PPC, SEM, Google Adwords, Strategic Partnerships, Mobile Marketing, Digital Media, Brand Development, Strategy, CRM, Marketing Communications, B2B, Business Development, Yoga Instruction, Yin Yoga, Hatha Yoga, Gerontology
Education
Oklahoma State University 2012 — 2015
Master’s Degree, Gerontology
St. John's University, The Peter J. Tobin College of Business 2001 — 2003
MBA, Management
University of Tulsa 1996 — 2000
BA, Psychology and Management
Edmond Memorial High School 1994 — 1996
Independent Contractor May 2015 - Present
Acquisition Advisors December 2008 - Present
Life Time Fitness March 2014 - Present
Main Street Yoga January 2014 - September 2014
Hachette Filipacchi Media US April 2008 - November 2008
Lillian Vernon September 2006 - March 2008
SourceMedia September 2005 - October 2006
SourceMedia FKA Thomson Media 2005 - 2006
Value Line August 2004 - September 2005
Skills
Online Marketing, Email Marketing, Direct Marketing, Marketing, SEO, E-commerce, Integrated Marketing, Digital Marketing, Lead Generation, Advertising, Web Analytics, Publishing, Online Advertising, Google Analytics, Team Building, Direct Mail, Social Media Marketing, B2B Marketing, Analytics, Content Management, Affiliate Marketing, Web Design, Marketing Strategy, Digital Strategy, PPC, SEM, Google Adwords, Strategic Partnerships, Mobile Marketing, Digital Media, Brand Development, Strategy, CRM, Marketing Communications, B2B, Business Development, Yoga Instruction, Yin Yoga, Hatha Yoga, Gerontology
Education
Oklahoma State University 2012 — 2015
Master’s Degree, Gerontology
St. John's University, The Peter J. Tobin College of Business 2001 — 2003
MBA, Management
University of Tulsa 1996 — 2000
BA, Psychology and Management
Edmond Memorial High School 1994 — 1996
Kimberly Salt Kimberly Salt's Value Line Experience July 2012 - August 2014
Job Freelance Graphic Designer/ Illustrator
Industry Design
Experience
littlebigGirl + CO August 2012 - Present
The Andrew Goodman Foundation January 2012 - Present
Value Line July 2012 - August 2014
NOWNESS.com July 2012 - September 2012
Skills
Graphic Design, Illustration, Photoshop, Graphics, Layout, Typography, InDesign, CSS, Dreamweaver, Illustrator, Mac, Drawing, Web Design, Adobe Creative Suite, Digital Photography, Visual Communication, Interaction Design, User Interface Design, Branding & Identity, HTML5, Logo Design, Social Media, Corporate Identity, Posters, Brochures, Image Editing
Education
CUNY New York City College of Technology 2008 — 2012
Bachelor of Applied Science, Communication Design
Stony Brook University 2007 — 2008
Studio Art
littlebigGirl + CO August 2012 - Present
The Andrew Goodman Foundation January 2012 - Present
Value Line July 2012 - August 2014
NOWNESS.com July 2012 - September 2012
Skills
Graphic Design, Illustration, Photoshop, Graphics, Layout, Typography, InDesign, CSS, Dreamweaver, Illustrator, Mac, Drawing, Web Design, Adobe Creative Suite, Digital Photography, Visual Communication, Interaction Design, User Interface Design, Branding & Identity, HTML5, Logo Design, Social Media, Corporate Identity, Posters, Brochures, Image Editing
Education
CUNY New York City College of Technology 2008 — 2012
Bachelor of Applied Science, Communication Design
Stony Brook University 2007 — 2008
Studio Art
Bryan J. Fong's Value Line Experience December 2006 - Present
Job Sr. Equity Research Analyst at Value Line
Industry Financial Services
Experience
Value Line December 2006 - Present
Oppenheimer & Co. 2005 - 2006
Global FX Llc. 2005 - 2006
Morgan Stanley Smith Barney September 2003 - January 2004
Skills
Equity Research, Equities, Financial Modeling, Valuation, Equity Valuation, Finance, Derivatives, Trading, Capital Markets, Financial Markets, Asset Managment, Financial Analysis, Asset Management, Alternative Investments, Analysis, Securities, Financial Statement...
Education
Northeastern University 2001 — 2005
BABS, Finance
Saugerties High
Value Line December 2006 - Present
Oppenheimer & Co. 2005 - 2006
Global FX Llc. 2005 - 2006
Morgan Stanley Smith Barney September 2003 - January 2004
Skills
Equity Research, Equities, Financial Modeling, Valuation, Equity Valuation, Finance, Derivatives, Trading, Capital Markets, Financial Markets, Asset Managment, Financial Analysis, Asset Management, Alternative Investments, Analysis, Securities, Financial Statement...
Education
Northeastern University 2001 — 2005
BABS, Finance
Saugerties High
Anu Ramachandran Anu Ramachandran's Value Line Experience June 1993 - May 1994
Job Licensed Real Estate Salesperson at Julia B. Fee Sotheby's International Realty
Industry Real Estate
Experience
Julia B. Fee Sotheby's International Realty July 2014 - Present
Time Warner Inc. January 2006 - June 2006
Time Warner Inc. February 2003 - January 2006
Teledata-USA February 2002 - February 2003
Time Warner Inc. November 1998 - February 2002
GTE Inc September 1996 - November 1998
GTE August 1995 - September 1996
Coca-Cola Enterprises June 1994 - August 1995
Value Line June 1993 - May 1994
Skills
Acquisition Integration, Financial Modeling, Finance, FX Options, Managerial Finance, Cash Management, Investments, Treasury Management, Forecasting, Financial Reporting, Accounting, Cash Flow, Trading, Corporate Finance, Mutual Funds, Financial Analysis, Analysis
Education
The University of Connecticut 1996 — 2001
MBA, Finance
Baruch College 1989 — 1992
BBA, Finance
Ethiraj College For Women 1983 — 1986
Bachelor of Arts (B.A.), Economics
Julia B. Fee Sotheby's International Realty July 2014 - Present
Time Warner Inc. January 2006 - June 2006
Time Warner Inc. February 2003 - January 2006
Teledata-USA February 2002 - February 2003
Time Warner Inc. November 1998 - February 2002
GTE Inc September 1996 - November 1998
GTE August 1995 - September 1996
Coca-Cola Enterprises June 1994 - August 1995
Value Line June 1993 - May 1994
Skills
Acquisition Integration, Financial Modeling, Finance, FX Options, Managerial Finance, Cash Management, Investments, Treasury Management, Forecasting, Financial Reporting, Accounting, Cash Flow, Trading, Corporate Finance, Mutual Funds, Financial Analysis, Analysis
Education
The University of Connecticut 1996 — 2001
MBA, Finance
Baruch College 1989 — 1992
BBA, Finance
Ethiraj College For Women 1983 — 1986
Bachelor of Arts (B.A.), Economics
Gerard Battista Gerard Battista's Value Line Experience December 1992 - November 1993
Job Sergeant at MTA Police Department
Industry Law Enforcement
Experience
MTA Police Department 2002 - Present
Cantor Fitzgerald July 1995 - July 2000
Pershing, a BNY Mellon company November 1993 - July 1995
Value Line December 1992 - November 1993
Skills
Enforcement, Police, Criminal Investigations, Patrol, Firearms, Criminal Justice, Field Training, Evidence, Public Safety, Homeland Security, Executive Protection, Counterterrorism, Investigation
Education
NYPD Police Academy 2002 — 2002
Marist College 1987 — 1991
BS, Finance, General
MTA Police Department 2002 - Present
Cantor Fitzgerald July 1995 - July 2000
Pershing, a BNY Mellon company November 1993 - July 1995
Value Line December 1992 - November 1993
Skills
Enforcement, Police, Criminal Investigations, Patrol, Firearms, Criminal Justice, Field Training, Evidence, Public Safety, Homeland Security, Executive Protection, Counterterrorism, Investigation
Education
NYPD Police Academy 2002 — 2002
Marist College 1987 — 1991
BS, Finance, General
Karen Wilner Lavi Karen Wilner Lavi's Value Line Experience 2011 - 2014
Job Product Strategy & Marketing Leader | Digital Innovation
Industry Financial Services
Experience
American Express 2015 - Present
Value Line 2011 - 2014
Thomson Reuters 2010 - 2011
Thomson Reuters 2008 - 2010
Thomson Reuters 2007 - 2008
Wilner Lavi Consulting, Inc. 2003 - 2007
NASDAQ 1994 - 2003
Skills
Strategy, Product Management, Competitive Analysis, Marketing Strategy, Product Marketing, Integrated Marketing, Market Research, Digital Marketing, Marketing, Product Development, Management, New Business Development, Business Development, Business Planning, SaaS, Social Media Marketing, B2B, Digital Media, Digital Strategy, Market Planning, Entrepreneurship, Marketing Communications, Social Media, Strategic Partnerships, New Media, Business Strategy, P&L Management, Email Marketing, Cross-functional Team..., Messaging, Marketing Management, Leadership, Creative Direction, Account Management, Content Development, Project Planning, CRM, Corporate Communications, Project Management, B2B Marketing, Customer Retention, Brand Loyalty, Market Analysis, Product Launch, Marketing Research, Segmentation, Positioning, Brand Management
Education
Columbia Business School
M.B.A.
Tufts University
B.S.
American Express 2015 - Present
Value Line 2011 - 2014
Thomson Reuters 2010 - 2011
Thomson Reuters 2008 - 2010
Thomson Reuters 2007 - 2008
Wilner Lavi Consulting, Inc. 2003 - 2007
NASDAQ 1994 - 2003
Skills
Strategy, Product Management, Competitive Analysis, Marketing Strategy, Product Marketing, Integrated Marketing, Market Research, Digital Marketing, Marketing, Product Development, Management, New Business Development, Business Development, Business Planning, SaaS, Social Media Marketing, B2B, Digital Media, Digital Strategy, Market Planning, Entrepreneurship, Marketing Communications, Social Media, Strategic Partnerships, New Media, Business Strategy, P&L Management, Email Marketing, Cross-functional Team..., Messaging, Marketing Management, Leadership, Creative Direction, Account Management, Content Development, Project Planning, CRM, Corporate Communications, Project Management, B2B Marketing, Customer Retention, Brand Loyalty, Market Analysis, Product Launch, Marketing Research, Segmentation, Positioning, Brand Management
Education
Columbia Business School
M.B.A.
Tufts University
B.S.
Angela Mascarenas Angela Mascarenas's Value Line Experience January 2012 - February 2012
Job Management Consultant at Accenture
Industry Management Consulting
Experience
Accenture December 2014 - Present
Accenture May 2014 - November 2014
Accenture May 2012 - May 2014
Value Line January 2012 - February 2012
FAS Technology August 2010 - February 2012
Dale Carnegie Training July 2010 - August 2010
NYS Office of the Attorney General September 2009 - December 2009
Skills
Management Consulting, Risk Management, Management, Project Management, SharePoint, Microsoft Excel, Project Server, Business Strategy, Finance, Entrepreneurship, Salesforce.com, Analysis, Consulting, Marketing, Corporate Finance, CRM, Business Analysis, Data Analysis
Education
Rensselaer Polytechnic Institute 2010 — 2011
MSci, Financial Engineering & Risk Analytics
Rensselaer Polytechnic Institute 2007 — 2011
BSc, Business and Management
SDA Bocconi 2010 — 2010
Student Exchange
Baruch College
Herricks High School
High School Diploma
Accenture December 2014 - Present
Accenture May 2014 - November 2014
Accenture May 2012 - May 2014
Value Line January 2012 - February 2012
FAS Technology August 2010 - February 2012
Dale Carnegie Training July 2010 - August 2010
NYS Office of the Attorney General September 2009 - December 2009
Skills
Management Consulting, Risk Management, Management, Project Management, SharePoint, Microsoft Excel, Project Server, Business Strategy, Finance, Entrepreneurship, Salesforce.com, Analysis, Consulting, Marketing, Corporate Finance, CRM, Business Analysis, Data Analysis
Education
Rensselaer Polytechnic Institute 2010 — 2011
MSci, Financial Engineering & Risk Analytics
Rensselaer Polytechnic Institute 2007 — 2011
BSc, Business and Management
SDA Bocconi 2010 — 2010
Student Exchange
Baruch College
Herricks High School
High School Diploma
John Seibert John Seibert's Value Line Experience September 2012 - Present
Job Jr. Security Analyst at Value Line
Industry Financial Services
Experience
Value Line September 2012 - Present
Daily Stock Sentiment April 2011 - Present
Brickell Analytics February 2011 - April 2012
Brickell Capital Management November 2010 - April 2012
Skills
Excel, PowerPoint, Outlook, Word, Microsoft Excel, Microsoft Word, Bloomberg, Financial Modeling, Valuation, Data Analysis, Marketing
Education
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance, Management, Psychology
Pine Crest 1993 — 2006
Value Line September 2012 - Present
Daily Stock Sentiment April 2011 - Present
Brickell Analytics February 2011 - April 2012
Brickell Capital Management November 2010 - April 2012
Skills
Excel, PowerPoint, Outlook, Word, Microsoft Excel, Microsoft Word, Bloomberg, Financial Modeling, Valuation, Data Analysis, Marketing
Education
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance, Management, Psychology
Pine Crest 1993 — 2006
Marc Riddick, CFA Marc Riddick, CFA's Value Line Experience December 1990 - January 1992
Job Sr. Analyst Consumer Discretionary / Consumer Staples at Williams Capital Group
Industry Research
Experience
Williams Capital Group December 2010 - Present
Riddick Consumer Strategies January 2009 - December 2010
CJI Capital Markets, Inc. April 2010 - May 2010
Advent Capital Management June 2006 - October 2008
Mutual of America May 2001 - April 2006
Zurich Scudder Investments September 1994 - May 2001
Scudder Stevens & Clark 1998 - 2001
Scudder Kemper Investments 1998 - 2001
PaineWebber 1992 - 1994
Value Line December 1990 - January 1992
Skills
Investments, Portfolio Management, Equity Research, Hedge Funds, Equities, Equity Valuation, Securities, Valuation, Asset Management, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Analysis, Fixed Income, Investment Management, Series 7, Investment Banking, Asset Managment, Competitive Analysis, Capital Markets, Equity Trading, Financial Markets, Investment Advisory, Bloomberg Terminal, Wealth Management, Value Investing, Industry Research, Finance, Equity Capital Markets, Chartered Financial..., Market Analysis, Thematic Investing, Sell Side, Trading Strategies, Fundamental Analysis, Stocks
Education
Penn State University 1985 — 1989
BS, Management
Stuyvesant High School 1982 — 1985
Williams Capital Group December 2010 - Present
Riddick Consumer Strategies January 2009 - December 2010
CJI Capital Markets, Inc. April 2010 - May 2010
Advent Capital Management June 2006 - October 2008
Mutual of America May 2001 - April 2006
Zurich Scudder Investments September 1994 - May 2001
Scudder Stevens & Clark 1998 - 2001
Scudder Kemper Investments 1998 - 2001
PaineWebber 1992 - 1994
Value Line December 1990 - January 1992
Skills
Investments, Portfolio Management, Equity Research, Hedge Funds, Equities, Equity Valuation, Securities, Valuation, Asset Management, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Analysis, Fixed Income, Investment Management, Series 7, Investment Banking, Asset Managment, Competitive Analysis, Capital Markets, Equity Trading, Financial Markets, Investment Advisory, Bloomberg Terminal, Wealth Management, Value Investing, Industry Research, Finance, Equity Capital Markets, Chartered Financial..., Market Analysis, Thematic Investing, Sell Side, Trading Strategies, Fundamental Analysis, Stocks
Education
Penn State University 1985 — 1989
BS, Management
Stuyvesant High School 1982 — 1985
Godfrey Collman Godfrey Collman's Value Line Experience July 2013 - Present
Job Computer Operator at Value Line
Industry Information Technology and Services
Experience
Value Line July 2013 - Present
Epiq Systems June 2013 - July 2013
Weight Watchers July 2012 - May 2013
Royal Communications April 2012 - June 2012
Rabobank September 2006 - June 2011
Bowne July 2006 - August 2006
Bluecurrent June 2006 - July 2006
S.I.A.C. August 2004 - May 2006
DTCC January 1997 - September 2002
I.Q.I September 1995 - December 1997
Skills
IT Operations, Windows 7, vax/vms, unix/linux, Networking, BMC Remedy, PeopleSoft, Control-M, decscheduler, snarje, Customer Service, Server Administration, Help Desk Support, Technical Support, Cisco Technologies, CA Unicentre, TCP/IP, NDM, Proactive Monitoring, Disaster Recovery, Computer Operations, BMC Portal, EPM, Datastage, Unix, IT Service Management, Hardware, Software Installation, SAN, Printers, Laptops, Active Directory, Citrix, Servers, System Administration, VMware, Windows Server, VPN, VMS, Technical Recruiting, Data Center, Windows XP, Vendor Management, SDLC, Management, Talent Acquisition, Internet Recruiting, Information Technology, Sourcing, Troubleshooting
Education
Borough of Manhattan Community College 1986 — 1988
Associate's degree, Data Processing
George Westinghouse Vocational and Technical H.S. 1984 — 1986
computer electronics, computers
Value Line July 2013 - Present
Epiq Systems June 2013 - July 2013
Weight Watchers July 2012 - May 2013
Royal Communications April 2012 - June 2012
Rabobank September 2006 - June 2011
Bowne July 2006 - August 2006
Bluecurrent June 2006 - July 2006
S.I.A.C. August 2004 - May 2006
DTCC January 1997 - September 2002
I.Q.I September 1995 - December 1997
Skills
IT Operations, Windows 7, vax/vms, unix/linux, Networking, BMC Remedy, PeopleSoft, Control-M, decscheduler, snarje, Customer Service, Server Administration, Help Desk Support, Technical Support, Cisco Technologies, CA Unicentre, TCP/IP, NDM, Proactive Monitoring, Disaster Recovery, Computer Operations, BMC Portal, EPM, Datastage, Unix, IT Service Management, Hardware, Software Installation, SAN, Printers, Laptops, Active Directory, Citrix, Servers, System Administration, VMware, Windows Server, VPN, VMS, Technical Recruiting, Data Center, Windows XP, Vendor Management, SDLC, Management, Talent Acquisition, Internet Recruiting, Information Technology, Sourcing, Troubleshooting
Education
Borough of Manhattan Community College 1986 — 1988
Associate's degree, Data Processing
George Westinghouse Vocational and Technical H.S. 1984 — 1986
computer electronics, computers
Scott Bergman Scott Bergman's Value Line Experience June 2013 - October 2013
Job Email Marketing Production Manager and Account Supervisor
Industry Marketing and Advertising
Experience
The Financial Times July 2015 - Present
The New York Times June 2015 - July 2015
Alert Marketing/Jobson Health July 2014 - January 2015
Value Line June 2013 - October 2013
Yesmail Interactive/Infogroup December 2008 - December 2012
Kiewit Construction Co July 2008 - December 2008
Paragon Federal Credit Union January 2008 - June 2008
WRAT 95.9 FM, THE RAT January 2006 - January 2007
Skills
Marketing Communications, Web Design, Web Development, Event Planning, Web Project Management, B2B Marketing, Adobe Creative Suite, Advertising, Creative Writing, Accounts Payable, Google Analytics, Social Media Marketing, SEM, Lead Generation, Marketing Strategy, SEO, Facebook, Management, Social Networking, Email Marketing, Marketing, Social Media, Problem Solving, PowerPoint, Team Management, Visual Merchandising, Microsoft SQL Server, Yesmail, Real Magnet, NextMark, Constant Contact, MailChimp, Responsive Web Design, Ektron Content..., Silverpop Engage
Education
Ramapo College of New Jersey 1998 — 2003
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Bergen Community College 2009 — 2010
Certified Web Designer, Web Page, Digital/Multimedia and Information Resources Design
The Financial Times July 2015 - Present
The New York Times June 2015 - July 2015
Alert Marketing/Jobson Health July 2014 - January 2015
Value Line June 2013 - October 2013
Yesmail Interactive/Infogroup December 2008 - December 2012
Kiewit Construction Co July 2008 - December 2008
Paragon Federal Credit Union January 2008 - June 2008
WRAT 95.9 FM, THE RAT January 2006 - January 2007
Skills
Marketing Communications, Web Design, Web Development, Event Planning, Web Project Management, B2B Marketing, Adobe Creative Suite, Advertising, Creative Writing, Accounts Payable, Google Analytics, Social Media Marketing, SEM, Lead Generation, Marketing Strategy, SEO, Facebook, Management, Social Networking, Email Marketing, Marketing, Social Media, Problem Solving, PowerPoint, Team Management, Visual Merchandising, Microsoft SQL Server, Yesmail, Real Magnet, NextMark, Constant Contact, MailChimp, Responsive Web Design, Ektron Content..., Silverpop Engage
Education
Ramapo College of New Jersey 1998 — 2003
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Bergen Community College 2009 — 2010
Certified Web Designer, Web Page, Digital/Multimedia and Information Resources Design
Daniel Adler, CFA Daniel Adler, CFA's Value Line Experience 1991 - 1992
Job Equity Portfolio Manager at Emys Capital
Industry Investment Management
Experience
Emys Capital 2009 - Present
J.P. Morgan / Bear Stearns Asset Management 1995 - 2009
Kidder Peabody 1992 - 1995
Value Line 1991 - 1992
Skills
Asset Management, Investments, Financial Analysis, Equities, Alternative Investments, Strategy, Asset Managment, Portfolio Management, Hedge Funds, Mutual Funds, Fixed Income, Investment Strategies, Equity Research, Trading Systems, Asset Allocation
Education
Cornell University
B.S., Applied Economics & Business Management
Emys Capital 2009 - Present
J.P. Morgan / Bear Stearns Asset Management 1995 - 2009
Kidder Peabody 1992 - 1995
Value Line 1991 - 1992
Skills
Asset Management, Investments, Financial Analysis, Equities, Alternative Investments, Strategy, Asset Managment, Portfolio Management, Hedge Funds, Mutual Funds, Fixed Income, Investment Strategies, Equity Research, Trading Systems, Asset Allocation
Education
Cornell University
B.S., Applied Economics & Business Management
Jamaal McDell Jamaal McDell's Value Line Experience August 2002 - June 2003
Job Long/Short Commodities Analyst at Lubben Capital Management
Industry Investment Management
Experience
Lubben Capital Management February 2013 - Present
Suffolk Capital Management April 2008 - January 2013
Murex July 2006 - March 2008
Value Line August 2002 - June 2003
Morgan Stanley 2001 - 2002
Skills
Investments, Equity Research, Hedge Funds, Emerging Markets, Commodity Markets, Equities, Base Metals, Precious Metals, Fixed Income, Macroeconomics, Global Macro, Regression Analysis, Agriculture, Valuation, Futures, Commodity Chemicals, Fertilizers, Iron Ore, Grain
Education
Harvard University 2005 — 2006
Ph.D. Candidate, Social Psychology
Harvard University 2003 — 2005
AM, Social Psychology
Princeton University 1997 — 2001
BSE, Operations Research & Financial Engineering, cum laude, Certificate in Applied & Computational Math
Lubben Capital Management February 2013 - Present
Suffolk Capital Management April 2008 - January 2013
Murex July 2006 - March 2008
Value Line August 2002 - June 2003
Morgan Stanley 2001 - 2002
Skills
Investments, Equity Research, Hedge Funds, Emerging Markets, Commodity Markets, Equities, Base Metals, Precious Metals, Fixed Income, Macroeconomics, Global Macro, Regression Analysis, Agriculture, Valuation, Futures, Commodity Chemicals, Fertilizers, Iron Ore, Grain
Education
Harvard University 2005 — 2006
Ph.D. Candidate, Social Psychology
Harvard University 2003 — 2005
AM, Social Psychology
Princeton University 1997 — 2001
BSE, Operations Research & Financial Engineering, cum laude, Certificate in Applied & Computational Math
Effie Morchi Effie Morchi's Value Line Experience 1998 - 1999
Job Sr. Recruiter/Account Manager at Helius LLC
Industry Staffing and Recruiting
Experience
Helius LLC March 2012 - January 2014
Samuel Field YM/YWHA 2007 - 2012
Eden Technologies 2005 - 2007
Lehman Brothers 2004 - 2005
Altria 2004 - 2004
Societe Generale 2003 - 2004
JPMorgan Chase 2002 - 2003
Alliance Capital Management 2001 - 2002
Alliance Capital Management 1999 - 2001
Value Line 1998 - 1999
Skills
Technical Recruiting, Internet Recruiting, Contract Recruitment, Talent Acquisition, Sourcing, Interviewing, Telephone Interviewing, Interview Preparation, Qualifying Candidates, Candidate Marketing, Passive Candidate..., Contract Negotiation, Closing Candidates, Temporary Staffing, Problem Solving, Project Planning, Project Coordination, Process Improvement, Permanent Placement, Permanent Staffing, Social Networking, Interviews, Technical Support, Screening Resumes, HRIS, Staffing Services, Applicant Tracking..., Networking, HR Consulting, Leadership, SharePoint, Recruiting, SDLC, Benefits Negotiation, Vendor Management, Integration, Resource Management, Screening, IT Recruitment, Resume Writing, Hiring, Information Technology, Staff Augmentation, Recruitment Advertising, Onboarding, PeopleSoft, Temporary Placement, Executive Search, Cold Calling, Human Resources
Education
City University of New York-Brooklyn College
BS, Psychology
Helius LLC March 2012 - January 2014
Samuel Field YM/YWHA 2007 - 2012
Eden Technologies 2005 - 2007
Lehman Brothers 2004 - 2005
Altria 2004 - 2004
Societe Generale 2003 - 2004
JPMorgan Chase 2002 - 2003
Alliance Capital Management 2001 - 2002
Alliance Capital Management 1999 - 2001
Value Line 1998 - 1999
Skills
Technical Recruiting, Internet Recruiting, Contract Recruitment, Talent Acquisition, Sourcing, Interviewing, Telephone Interviewing, Interview Preparation, Qualifying Candidates, Candidate Marketing, Passive Candidate..., Contract Negotiation, Closing Candidates, Temporary Staffing, Problem Solving, Project Planning, Project Coordination, Process Improvement, Permanent Placement, Permanent Staffing, Social Networking, Interviews, Technical Support, Screening Resumes, HRIS, Staffing Services, Applicant Tracking..., Networking, HR Consulting, Leadership, SharePoint, Recruiting, SDLC, Benefits Negotiation, Vendor Management, Integration, Resource Management, Screening, IT Recruitment, Resume Writing, Hiring, Information Technology, Staff Augmentation, Recruitment Advertising, Onboarding, PeopleSoft, Temporary Placement, Executive Search, Cold Calling, Human Resources
Education
City University of New York-Brooklyn College
BS, Psychology
Reuben Gregg Brewer Reuben Gregg Brewer's Value Line Experience May 2012 - September 2012
Job Paid Financial Blogger
Industry Financial Services
Experience
ReubenGreggBrewer.com November 2012 - Present
Value Line May 2012 - September 2012
Value Line July 2006 - May 2012
Value Line January 2004 - July 2006
Value Line January 1999 - July 2006
Value Line September 1998 - January 1999
Value Line June 1997 - September 1998
Skills
Publishing, Editing, Management, Advertising, Equity Research, Equities, Financial Modeling, Economics, Financial Analysis, Valuation, Risk Management, Microsoft Excel, Forecasting, Options, Financial Markets, Mutual Funds, Investments, Analysis, Research, Finance, Securities, Strategy
Education
Regis University 2001 — 2003
Master's, Business
Columbia University in the City of New York 1996 — 1997
Master's of Science, Social Work
Purchase College, SUNY 1990 — 1994
Bachelor's, Psychology
ReubenGreggBrewer.com November 2012 - Present
Value Line May 2012 - September 2012
Value Line July 2006 - May 2012
Value Line January 2004 - July 2006
Value Line January 1999 - July 2006
Value Line September 1998 - January 1999
Value Line June 1997 - September 1998
Skills
Publishing, Editing, Management, Advertising, Equity Research, Equities, Financial Modeling, Economics, Financial Analysis, Valuation, Risk Management, Microsoft Excel, Forecasting, Options, Financial Markets, Mutual Funds, Investments, Analysis, Research, Finance, Securities, Strategy
Education
Regis University 2001 — 2003
Master's, Business
Columbia University in the City of New York 1996 — 1997
Master's of Science, Social Work
Purchase College, SUNY 1990 — 1994
Bachelor's, Psychology
Jonathan P. Hecko, MBA Jonathan P. Hecko, MBA's Value Line Experience 2006 - 2011
Job Investment Professional
Industry Financial Services
Experience
Knockout Demolition & Restoration LLC 2014 - Present
Value Line 2006 - 2011
Skills
Financial Modeling, Bloomberg, Equity Research, Valuation, Equities, Business Analysis, Financial Analysis, Financial Accounting, Investment Banking, Due Diligence, Corporate Finance, Data Analysis, Risk Management, Finance, Leadership, Fixed Income, Bloomberg Terminal, Critical Thinking, Investments, Derivatives, Capital Markets, DCF, Grace Under Pressure, Panic Attacks, Outdoor Adventures, Whimsical, Spry, Remaining calm in a..., Fierce Conversations, Dependable Team Player, Microdermabrasion, Prescription Drugs, Canoeing, Rafting, Hit the Ground Running, Travel Photography, Aircraft, Build Strong..., Cocktails, Construction, Flight Safety, Hair Care, Hardwood Flooring, Hair Coloring, Laser Hair Removal, Planes, Sheet Metal Components, Strong Business Acumen, Walls, Whole House Renovations
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA, Finance
Queens College 2003 — 2005
BBA, Finance
Knockout Demolition & Restoration LLC 2014 - Present
Value Line 2006 - 2011
Skills
Financial Modeling, Bloomberg, Equity Research, Valuation, Equities, Business Analysis, Financial Analysis, Financial Accounting, Investment Banking, Due Diligence, Corporate Finance, Data Analysis, Risk Management, Finance, Leadership, Fixed Income, Bloomberg Terminal, Critical Thinking, Investments, Derivatives, Capital Markets, DCF, Grace Under Pressure, Panic Attacks, Outdoor Adventures, Whimsical, Spry, Remaining calm in a..., Fierce Conversations, Dependable Team Player, Microdermabrasion, Prescription Drugs, Canoeing, Rafting, Hit the Ground Running, Travel Photography, Aircraft, Build Strong..., Cocktails, Construction, Flight Safety, Hair Care, Hardwood Flooring, Hair Coloring, Laser Hair Removal, Planes, Sheet Metal Components, Strong Business Acumen, Walls, Whole House Renovations
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA, Finance
Queens College 2003 — 2005
BBA, Finance
Deborah Schondorf Novick Deborah Schondorf Novick's Value Line Experience 1990 - 1992
Job Business Strategist for Small Businesses
Industry Venture Capital & Private Equity
Experience
Deborah Novick 2009 - Present
Women's Enterprise Development Center Inc. March 2011 - Present
Springboard Enterprises 2008 - Present
Silver Lining Limited 2009 - Present
Showcase Your Space 2004 - 2009
CDVCA 2002 - 2004
Early Bird Capital 1992 - 2002
Value Line 1990 - 1992
Skills
Venture Capital and..., Producing Investor..., Writing Business Plans, Strategic Planning for..., Small Business..., Mentoring new..., Providing objective..., Managing the investment..., Administering small..., Real estate staging and..., Start-ups, Business Strategy, Relationship Management, Public speaking, Financial Literacy..., Business Development, Public Speaking, Entrepreneurship, Mentoring, Management Consulting, Private Equity, Business Planning, Strategy, Financial Literacy..., Training, Strategic Planning, Venture Capital, Marketing, Leadership, Investments, Fundraising, Small Business, Market Research, Coaching, Negotiation, Finance
Education
Cornell University 1981 — 1985
BS, Labor Relations and Economics
Deborah Novick 2009 - Present
Women's Enterprise Development Center Inc. March 2011 - Present
Springboard Enterprises 2008 - Present
Silver Lining Limited 2009 - Present
Showcase Your Space 2004 - 2009
CDVCA 2002 - 2004
Early Bird Capital 1992 - 2002
Value Line 1990 - 1992
Skills
Venture Capital and..., Producing Investor..., Writing Business Plans, Strategic Planning for..., Small Business..., Mentoring new..., Providing objective..., Managing the investment..., Administering small..., Real estate staging and..., Start-ups, Business Strategy, Relationship Management, Public speaking, Financial Literacy..., Business Development, Public Speaking, Entrepreneurship, Mentoring, Management Consulting, Private Equity, Business Planning, Strategy, Financial Literacy..., Training, Strategic Planning, Venture Capital, Marketing, Leadership, Investments, Fundraising, Small Business, Market Research, Coaching, Negotiation, Finance
Education
Cornell University 1981 — 1985
BS, Labor Relations and Economics
James W. Herrington CFA CAIA James W. Herrington CFA CAIA's Value Line Experience September 1992 - March 1993
Job Private and Public Equity Investment Officer at WVIMB
Industry Investment Management
Experience
West Virginia Investment Management Board October 2008 - Present
Herrington Investment Solutions, Inc. April 2002 - Present
Rochdale Investment Management August 1999 - April 2002
Tokai Bank August 1994 - August 1999
Carter Organization March 1993 - August 1994
Value Line September 1992 - March 1993
Schlumberger May 1991 - September 1991
Skills
Finance, Investments, Portfolio Management, Asset Managment, Investment Advisory, Strategic Financial..., Mutual Funds, Hedge Funds, Strategic Planning, Investment Management, Securities, Telecommunications, Asset Management, Equities, Asset Allocation, Investor Relations, Financial Analysis, Management, Analysis, Credit, Financial Planning, Pensions
Education
Georgia Institute of Technology - Georgia Tech College of Management 1990 — 1992
Emory University 1984 — 1988
BA, Economics and Political Science
Shady Side Academy
West Virginia Investment Management Board October 2008 - Present
Herrington Investment Solutions, Inc. April 2002 - Present
Rochdale Investment Management August 1999 - April 2002
Tokai Bank August 1994 - August 1999
Carter Organization March 1993 - August 1994
Value Line September 1992 - March 1993
Schlumberger May 1991 - September 1991
Skills
Finance, Investments, Portfolio Management, Asset Managment, Investment Advisory, Strategic Financial..., Mutual Funds, Hedge Funds, Strategic Planning, Investment Management, Securities, Telecommunications, Asset Management, Equities, Asset Allocation, Investor Relations, Financial Analysis, Management, Analysis, Credit, Financial Planning, Pensions
Education
Georgia Institute of Technology - Georgia Tech College of Management 1990 — 1992
Emory University 1984 — 1988
BA, Economics and Political Science
Shady Side Academy
David Kurzman David Kurzman's Value Line Experience 1999 - 1999
Job VP of Structured Solutions at NewPath Energy Capital LLC
Industry Renewables & Environment
Experience
NewPath Energy Capital LLC January 2014 - Present
EverStream Energy Capital Management September 2012 - December 2013
Leuthold Weeden July 2009 - December 2012
Kurzman CleanTech Research September 2008 - July 2009
Organic Recovery, LLC February 2009 - April 2009
Kurzman CleanTech, LP 2003 - December 2008
Panel Intelligence August 2007 - August 2008
Needham & Company 2003 - 2004
H.C. Wainwright & Co. January 2000 - December 2003
Value Line 1999 - 1999
Skills
Portfolio Management, Venture Capital, Angel Investing, Private Equity, Advisory Boards, Non-executive Director, Financial Analysis, Financial Modeling, Project Finance, Cleantech, Investments, Energy, Renewable Energy, Entrepreneurship, Due Diligence, Strategy, Non-Executive Director
Education
Grinnell College 1993 — 1996
BA, Sociology
NewPath Energy Capital LLC January 2014 - Present
EverStream Energy Capital Management September 2012 - December 2013
Leuthold Weeden July 2009 - December 2012
Kurzman CleanTech Research September 2008 - July 2009
Organic Recovery, LLC February 2009 - April 2009
Kurzman CleanTech, LP 2003 - December 2008
Panel Intelligence August 2007 - August 2008
Needham & Company 2003 - 2004
H.C. Wainwright & Co. January 2000 - December 2003
Value Line 1999 - 1999
Skills
Portfolio Management, Venture Capital, Angel Investing, Private Equity, Advisory Boards, Non-executive Director, Financial Analysis, Financial Modeling, Project Finance, Cleantech, Investments, Energy, Renewable Energy, Entrepreneurship, Due Diligence, Strategy, Non-Executive Director
Education
Grinnell College 1993 — 1996
BA, Sociology
Erik Oldis Erik Oldis's Value Line Experience 1997 - 1999
Job Vice President, Talent Acquisition at Cablevision
Industry Investment Banking
Experience
Cablevision January 2015 - Present
Morgan Stanley February 2014 - November 2014
Morgan Stanley April 2012 - January 2014
Morgan Stanley January 2012 - May 2012
Morgan Stanley May 2010 - December 2011
JPMorgan August 2006 - May 2010
Credit Suisse 2003 - 2006
Scudder Investments 2000 - 2002
Cantor Fitzgerald/eSpeed 1999 - 2000
Value Line 1997 - 1999
Skills
Financial Services, Recruiting, Vendor Management, Human Resources, Equities, Investment Banking, Relationship Management, Fixed Income, Talent Acquisition, IT Strategy, Trading Systems, Market Data, Hedge Funds, Banking, Performance Management, Management, Sourcing, Contract Recruitment, Derivatives, SDLC, Risk Management, Mergers & Acquisitions, Personnel Management, Executive Search, Financial Markets, Business Analysis, Applicant Tracking..., Enterprise Software, Electronic Trading, Information Technology, Leadership
Education
New York University 1993 — 1997
BA
Cablevision January 2015 - Present
Morgan Stanley February 2014 - November 2014
Morgan Stanley April 2012 - January 2014
Morgan Stanley January 2012 - May 2012
Morgan Stanley May 2010 - December 2011
JPMorgan August 2006 - May 2010
Credit Suisse 2003 - 2006
Scudder Investments 2000 - 2002
Cantor Fitzgerald/eSpeed 1999 - 2000
Value Line 1997 - 1999
Skills
Financial Services, Recruiting, Vendor Management, Human Resources, Equities, Investment Banking, Relationship Management, Fixed Income, Talent Acquisition, IT Strategy, Trading Systems, Market Data, Hedge Funds, Banking, Performance Management, Management, Sourcing, Contract Recruitment, Derivatives, SDLC, Risk Management, Mergers & Acquisitions, Personnel Management, Executive Search, Financial Markets, Business Analysis, Applicant Tracking..., Enterprise Software, Electronic Trading, Information Technology, Leadership
Education
New York University 1993 — 1997
BA
Jeffrey Bagley, CFA Jeffrey Bagley, CFA's Value Line Experience 1992 - 1996
Job Portfolio Manager at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company January 2010 - Present
Support Center for Child Advocates June 2014 - Present
Cabrini College 2013 - Present
Davidson Trust Company 2008 - 2010
Vanguard 2007 - 2008
Drexel Morgan Capital Advisers, Inc. (McCabe Capital Managers, Ltd.) 1998 - 2007
Schroders 1997 - 1998
NatWest Markets 1996 - 1997
Value Line 1992 - 1996
Skills
Portfolio Management, Investments, Asset Allocation, Equity Research, Alternative Investments, Hedge Funds, Sell Side, Bloomberg, Fixed Income, Mutual Funds, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (M.B.A.), Finance, General
State University of New York College at Oneonta 1985 — 1989
Bachelor of Science (BS), Business/Managerial Economics
The Haverford Trust Company January 2010 - Present
Support Center for Child Advocates June 2014 - Present
Cabrini College 2013 - Present
Davidson Trust Company 2008 - 2010
Vanguard 2007 - 2008
Drexel Morgan Capital Advisers, Inc. (McCabe Capital Managers, Ltd.) 1998 - 2007
Schroders 1997 - 1998
NatWest Markets 1996 - 1997
Value Line 1992 - 1996
Skills
Portfolio Management, Investments, Asset Allocation, Equity Research, Alternative Investments, Hedge Funds, Sell Side, Bloomberg, Fixed Income, Mutual Funds, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (M.B.A.), Finance, General
State University of New York College at Oneonta 1985 — 1989
Bachelor of Science (BS), Business/Managerial Economics
Kim Sutton Golodetz Kim Sutton Golodetz's Value Line Experience 1992 - 1994
Job Senior Vice President, Principal at LHA
Industry Public Relations and Communications
Experience
LHA, Inc. 1998 - Present
Sheffield Medical Technologies/Pharmaceuticals 1996 - 1998
American Stock Exchange 1995 - 1996
UBS Securities January 1994 - December 1994
Value Line 1992 - 1994
Merrill Lynch 1982 - 1984
Skills
Investor Relations, Corporate Communications, Capital Markets, Mergers, Public Relations, Mergers & Acquisitions, Investment Banking, Corporate Development, Press Releases, Strategy, IPO, Leadership, Equities, Investments, Financial Analysis, Start-ups, Financial Modeling, Venture Capital, Private Equity, Valuation, M&A experience, Capital, Alternative Investments, Private Placements, Divestitures, Equity Research, Hedge Funds, Financial Structuring, Investment Management, Capital Raising, Asset Management, Due Diligence, Equity Capital Markets, Joint Ventures, Executive Management, Venture Financing, Corporate Finance, Emerging Markets, Equity Valuation, Message Development, Securities Regulation
Education
Pace University - Lubin School of Business
MBA, International Business/Finance
State University of New York at Albany
B.A., English, Theater
LHA, Inc. 1998 - Present
Sheffield Medical Technologies/Pharmaceuticals 1996 - 1998
American Stock Exchange 1995 - 1996
UBS Securities January 1994 - December 1994
Value Line 1992 - 1994
Merrill Lynch 1982 - 1984
Skills
Investor Relations, Corporate Communications, Capital Markets, Mergers, Public Relations, Mergers & Acquisitions, Investment Banking, Corporate Development, Press Releases, Strategy, IPO, Leadership, Equities, Investments, Financial Analysis, Start-ups, Financial Modeling, Venture Capital, Private Equity, Valuation, M&A experience, Capital, Alternative Investments, Private Placements, Divestitures, Equity Research, Hedge Funds, Financial Structuring, Investment Management, Capital Raising, Asset Management, Due Diligence, Equity Capital Markets, Joint Ventures, Executive Management, Venture Financing, Corporate Finance, Emerging Markets, Equity Valuation, Message Development, Securities Regulation
Education
Pace University - Lubin School of Business
MBA, International Business/Finance
State University of New York at Albany
B.A., English, Theater
Kenneth Bachulis's Value Line Experience February 1991 - December 1991
Job Investment Services Sales
Industry Financial Services
Experience
Fiserv March 2013 - Present
WebEquity Solutions May 2010 - October 2012
Fiserv July 2000 - May 2010
SunGard Data Systems January 1999 - July 2000
CheckFree December 1991 - December 1999
Value Line February 1991 - December 1991
Skills
Portfolio Management, Asset Managment, Equities, Asset Management, Back Office, Business Analysis, Business Process, Credit, Credit Analysis, Finance, Financial Services, Fixed Income, Investments, Lead Generation, Leadership, Leadership Development, Loans, Management, Marketing, Marketing Strategy, Mutual Funds, Process Improvement, Risk Management, SaaS, Sales Management, Securities, Selling, Series 7, Strategy, Trading, Vendor Management, Wealth Management
Education
Wayne State University 1989 — 1990
MBA, finance
Michigan State University - The Eli Broad College of Business 1984 — 1988
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Grosse Pointe South 1980 — 1984
Grosse Pointe South
Grosse Pointe South
Fiserv March 2013 - Present
WebEquity Solutions May 2010 - October 2012
Fiserv July 2000 - May 2010
SunGard Data Systems January 1999 - July 2000
CheckFree December 1991 - December 1999
Value Line February 1991 - December 1991
Skills
Portfolio Management, Asset Managment, Equities, Asset Management, Back Office, Business Analysis, Business Process, Credit, Credit Analysis, Finance, Financial Services, Fixed Income, Investments, Lead Generation, Leadership, Leadership Development, Loans, Management, Marketing, Marketing Strategy, Mutual Funds, Process Improvement, Risk Management, SaaS, Sales Management, Securities, Selling, Series 7, Strategy, Trading, Vendor Management, Wealth Management
Education
Wayne State University 1989 — 1990
MBA, finance
Michigan State University - The Eli Broad College of Business 1984 — 1988
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Grosse Pointe South 1980 — 1984
Grosse Pointe South
Grosse Pointe South
Gina Giordano Gina Giordano's Value Line Experience July 1998 - May 2002
Job Digital Content Specialist
Industry Publishing
Experience
Triumph Learning March 2013 - Present
Self July 2010 - Present
McGraw-Hill Education September 2011 - March 2013
Weekly Reader Custom Publishing June 2002 - June 2010
Value Line July 1998 - May 2002
Skills
Publications, Non-fiction, Academic Publishing, Editing, Publishing, Editorial, Books, Content Development, Magazines, Digital Learning, Digital Integration, Digital Media, Textbooks, Online Publishing, Press Releases, Content Management, Creative Direction, Proofreading, Ebooks, Freelance Writing, Content Strategy, Web Content, Multimedia, InCopy, Copy Editing
Education
Iona College 1995 — 1999
Bachelor of Arts - Summa Cum Laude, English
Triumph Learning March 2013 - Present
Self July 2010 - Present
McGraw-Hill Education September 2011 - March 2013
Weekly Reader Custom Publishing June 2002 - June 2010
Value Line July 1998 - May 2002
Skills
Publications, Non-fiction, Academic Publishing, Editing, Publishing, Editorial, Books, Content Development, Magazines, Digital Learning, Digital Integration, Digital Media, Textbooks, Online Publishing, Press Releases, Content Management, Creative Direction, Proofreading, Ebooks, Freelance Writing, Content Strategy, Web Content, Multimedia, InCopy, Copy Editing
Education
Iona College 1995 — 1999
Bachelor of Arts - Summa Cum Laude, English
Candace Koerber Candace Koerber's Value Line Experience February 2002 - May 2006
Job Manager Business Analysis
Industry Information Technology and Services
Experience
Beauty Place April 2012 - Present
Alliance Sourcing Network November 2007 - February 2012
Value Line February 2002 - May 2006
ILX Systems October 2001 - December 2001
Skills
Technical Recruiting, Contract Recruitment, IT Recruitment, Staff Augmentation, Full-life Cycle..., Client/Hiring Manager..., Business Analysis, New Business Development, Technical Support, Desktop Application..., Real Estate, Hard Money Lending, Fix & Flip, Residential Income..., Project Management, Market Data, Equities, Bloomberg, Derivatives, Vendor Management, Capital Markets, Middle Office, Electronic Trading, Back Office, Investments, Risk Management
Education
Penn State University 1997 — 2001
BS, Management Science & Information Systems
Beauty Place April 2012 - Present
Alliance Sourcing Network November 2007 - February 2012
Value Line February 2002 - May 2006
ILX Systems October 2001 - December 2001
Skills
Technical Recruiting, Contract Recruitment, IT Recruitment, Staff Augmentation, Full-life Cycle..., Client/Hiring Manager..., Business Analysis, New Business Development, Technical Support, Desktop Application..., Real Estate, Hard Money Lending, Fix & Flip, Residential Income..., Project Management, Market Data, Equities, Bloomberg, Derivatives, Vendor Management, Capital Markets, Middle Office, Electronic Trading, Back Office, Investments, Risk Management
Education
Penn State University 1997 — 2001
BS, Management Science & Information Systems
Robert Nieves Robert Nieves's Value Line Experience June 1995 - June 1999
Job Customer Services Specialist
Industry Consumer Services
Experience
Unemployed August 2015 - Present
NOTHING ELSE MATTERS SOFTWARE V-TUNER January 2011 - August 2015
Vizi Media March 2009 - September 2010
GTA North America October 2007 - January 2009
Omnilaw Legal Plans September 2003 - February 2007
Convergy's / Directv January 2002 - February 2003
ABC Carpet & Home October 1999 - November 2002
Value Line June 1995 - June 1999
Skills
Outlook, Data Entry, Troubleshooting, Advertising, Customer Service, Technical Support, Microsoft Office, OS X, Windows, Editing, Operating Systems, Social Media, Databases, Software Installation, Program Management, Social Media Marketing, Networking, Marketing, Email Marketing, Microsoft Word
Education
City University of New York City College 1972 — 1976
Bachelor's degree, Communications
New York School of Printing 1968 — 1972
Diploma, Journalism
Unemployed August 2015 - Present
NOTHING ELSE MATTERS SOFTWARE V-TUNER January 2011 - August 2015
Vizi Media March 2009 - September 2010
GTA North America October 2007 - January 2009
Omnilaw Legal Plans September 2003 - February 2007
Convergy's / Directv January 2002 - February 2003
ABC Carpet & Home October 1999 - November 2002
Value Line June 1995 - June 1999
Skills
Outlook, Data Entry, Troubleshooting, Advertising, Customer Service, Technical Support, Microsoft Office, OS X, Windows, Editing, Operating Systems, Social Media, Databases, Software Installation, Program Management, Social Media Marketing, Networking, Marketing, Email Marketing, Microsoft Word
Education
City University of New York City College 1972 — 1976
Bachelor's degree, Communications
New York School of Printing 1968 — 1972
Diploma, Journalism
Stanley Kivlan Stanley Kivlan's Value Line Experience April 1996 - July 1999
Job Project Manager Contractor at Bank of America
Industry Financial Services
Experience
Bank of America April 2011 - Present
TIAA-CREF February 2011 - April 2011
Wachovia, A Wells Fargo Company January 2010 - October 2010
TIAA-CREF July 1999 - January 2009
TIAA-CREF July 1999 - September 2001
Value Line April 1996 - July 1999
Harrico Drugs Retail Store 1990 - 1996
Education
Pace University - Lubin School of Business 1998 — 2001
Masters, Business Management
City University of New York-Brooklyn College 1991 — 1995
Bachelors, Business Management
Bank of America April 2011 - Present
TIAA-CREF February 2011 - April 2011
Wachovia, A Wells Fargo Company January 2010 - October 2010
TIAA-CREF July 1999 - January 2009
TIAA-CREF July 1999 - September 2001
Value Line April 1996 - July 1999
Harrico Drugs Retail Store 1990 - 1996
Education
Pace University - Lubin School of Business 1998 — 2001
Masters, Business Management
City University of New York-Brooklyn College 1991 — 1995
Bachelors, Business Management
Dmitriy Frumkis's Value Line Experience March 2015 - Present
Job Director of Production at Value Line
Industry Information Technology and Services
Experience
Value Line March 2015 - Present
Value Line December 2013 - February 2015
MetroPlus Health Plan January 2012 - October 2013
MetroPlus Health Plan January 2003 - December 2011
Merrill Lynch September 2002 - December 2003
JPMorgan Chase, NYC October 2000 - August 2002
Fidelity Investments November 1998 - September 2000
ALFY.COM November 1997 - November 1998
Skills
Project Management, Project Planning, Software Engineering, Agile Methodologies, Software Design, Software Development, SOA, Algorithms, Database Design, Object Oriented Design, WCF Services, Microsoft Visual Studio..., Databases, Visual C#, LINQ, SQL, VB.NET, Microsoft SQL Server, XML, Windows Server, HTML, Windows 7, ASP.NET, XSLT, IIS, .NET, Visual Studio, SSIS, X86_64, C#, JSP
Education
Polytechnic University 1997 — 2000
Bachelor of Science, Computer Science, 4.0
Belarusian National Technical University 1991 — 1996
Bachelor of Science, Computer Science
Value Line March 2015 - Present
Value Line December 2013 - February 2015
MetroPlus Health Plan January 2012 - October 2013
MetroPlus Health Plan January 2003 - December 2011
Merrill Lynch September 2002 - December 2003
JPMorgan Chase, NYC October 2000 - August 2002
Fidelity Investments November 1998 - September 2000
ALFY.COM November 1997 - November 1998
Skills
Project Management, Project Planning, Software Engineering, Agile Methodologies, Software Design, Software Development, SOA, Algorithms, Database Design, Object Oriented Design, WCF Services, Microsoft Visual Studio..., Databases, Visual C#, LINQ, SQL, VB.NET, Microsoft SQL Server, XML, Windows Server, HTML, Windows 7, ASP.NET, XSLT, IIS, .NET, Visual Studio, SSIS, X86_64, C#, JSP
Education
Polytechnic University 1997 — 2000
Bachelor of Science, Computer Science, 4.0
Belarusian National Technical University 1991 — 1996
Bachelor of Science, Computer Science
F. Barry Nelson, CFA F. Barry Nelson, CFA's Value Line Experience 1993 - 1996
Job Retired from Advent Capital Management, LLC February 2013
Industry Investment Management
Experience
Theta Chi Foundation 2003 - Present
Advent Capital Management 1996 - Present
Guggenheim Partners 2003 - 2013
Advent Capital Management 1996 - 2013
Value Line 1993 - 1996
Value Line 1972 - 1986
US Army 1966 - 1968
Skills
Bloomberg, Hedge Funds, Alternative Investments, Investments, Equities, Asset Allocation, Fixed Income, Asset Management, Convertible Securities, Portfolio Management, Capital Markets, Equity Research, Investment Strategies, Fundamental Analysis, Bonds, Securities, Free Cash Flow, Value Investing, Mutual Funds, Series 7, Valuation, Derivatives, Options, Emerging Markets, Financial Modeling, High Yield, Investment Management, Series 63, Trading, Equity Valuation, Private Equity, Investment Advisory, Risk Management, Fund Of Funds, Investor Relations, Financial Markets, FINRA, Convertible Bonds, Hedging, Equity Derivatives, Series 24, ETFs
Education
St. John's University, The Peter J. Tobin College of Business 1968 — 1973
MBA, Finance
Armor School, Ft Knox 1966 — 1966
Basic Training, Advanced Training, Officer Candidate School
New York University 1960 — 1965
BA, Psychology
Theta Chi Foundation 2003 - Present
Advent Capital Management 1996 - Present
Guggenheim Partners 2003 - 2013
Advent Capital Management 1996 - 2013
Value Line 1993 - 1996
Value Line 1972 - 1986
US Army 1966 - 1968
Skills
Bloomberg, Hedge Funds, Alternative Investments, Investments, Equities, Asset Allocation, Fixed Income, Asset Management, Convertible Securities, Portfolio Management, Capital Markets, Equity Research, Investment Strategies, Fundamental Analysis, Bonds, Securities, Free Cash Flow, Value Investing, Mutual Funds, Series 7, Valuation, Derivatives, Options, Emerging Markets, Financial Modeling, High Yield, Investment Management, Series 63, Trading, Equity Valuation, Private Equity, Investment Advisory, Risk Management, Fund Of Funds, Investor Relations, Financial Markets, FINRA, Convertible Bonds, Hedging, Equity Derivatives, Series 24, ETFs
Education
St. John's University, The Peter J. Tobin College of Business 1968 — 1973
MBA, Finance
Armor School, Ft Knox 1966 — 1966
Basic Training, Advanced Training, Officer Candidate School
New York University 1960 — 1965
BA, Psychology
Francis J. McGinn Francis J. McGinn's Value Line Experience 1996 - 1997
Job Senior Credit Professional and Portfolio Manager at People's United Bank
Industry Banking
Experience
People's United Bank June 2011 - Present
People's United Bank April 2004 - June 2011
Transamerica Finance Corporation November 2000 - April 2004
Bank of Scotland 1997 - 2000
Value Line 1996 - 1997
Skills
Credit Risk, Commercial Lending, Credit Analysis, Loans, Credit, Commercial Banking, Banking, Portfolio Management, Relationship Management, Capital Markets, Fixed Income, Finance, Corporate Finance, Investments, Risk Management, Underwriting, Mutual Funds, Bonds
Education
Fordham University - Graduate School of Business Administration
MBA, Finance, General, Finance GPA - 4.0; Overall GPA - 3.8
New York Institute of Technology-Old Westbury
Bachelor of Science (BS), Electrical and Electronics Engineering
People's United Bank June 2011 - Present
People's United Bank April 2004 - June 2011
Transamerica Finance Corporation November 2000 - April 2004
Bank of Scotland 1997 - 2000
Value Line 1996 - 1997
Skills
Credit Risk, Commercial Lending, Credit Analysis, Loans, Credit, Commercial Banking, Banking, Portfolio Management, Relationship Management, Capital Markets, Fixed Income, Finance, Corporate Finance, Investments, Risk Management, Underwriting, Mutual Funds, Bonds
Education
Fordham University - Graduate School of Business Administration
MBA, Finance, General, Finance GPA - 4.0; Overall GPA - 3.8
New York Institute of Technology-Old Westbury
Bachelor of Science (BS), Electrical and Electronics Engineering
Richard Gallagher's Value Line Experience November 2014 - Present
Job Equity Research Analyst
Industry Financial Services
Experience
Value Line November 2014 - Present
Value Line April 2010 - November 2014
Value Line February 2006 - April 2010
Union Beer Distributors October 2005 - January 2006
Skills
Financial Modeling, Equity Research, Financial Analysis, Management, Analysis, Investments, Capital Markets, Valuation, Bloomberg, Equities, Entrepreneurship, Financial Markets, Securities, Finance, Social Skills, Deadline Driven, Equity Valuation, Sales, Time Management
Education
Gettysburg College 2000 — 2004
B.A., Management
Value Line November 2014 - Present
Value Line April 2010 - November 2014
Value Line February 2006 - April 2010
Union Beer Distributors October 2005 - January 2006
Skills
Financial Modeling, Equity Research, Financial Analysis, Management, Analysis, Investments, Capital Markets, Valuation, Bloomberg, Equities, Entrepreneurship, Financial Markets, Securities, Finance, Social Skills, Deadline Driven, Equity Valuation, Sales, Time Management
Education
Gettysburg College 2000 — 2004
B.A., Management
Joseph Beyrouty Joseph Beyrouty's Value Line Experience September 2001 - July 2004
Job Corporate Finance & Accounting Professional
Industry Banking
Experience
The Raine Group July 2013 - Present
Moelis & Company June 2008 - July 2013
FTI Consulting May 2007 - June 2008
Deloitte September 2004 - May 2007
Value Line September 2001 - July 2004
Skills
MS Office Suite, Project Delivery, Internal Controls, Restructuring, Accounting, Auditing, Financial Modeling, Financial Analysis, Investment Banking, Due Diligence, Corporate Finance, US GAAP, Financial Reporting, Financial Accounting, CPA, GAAP, Internal Audit, Revenue Recognition, External Audit, Variance Analysis, Cash Flow, Financial Audits, Financial Statements, Sarbanes-Oxley Act, Microsoft Office, SEC filings, Business Valuation, Mergers & Acquisitions, Finance
Education
Baruch College, City University of New York (CUNY) 2003 — 2004
Master of Science, Accountancy
Emory University - Goizueta Business School 1998 — 2001
Bachelor of Business Administration, Dual: Finance & Economics
Boston College 1997 — 1998
The Raine Group July 2013 - Present
Moelis & Company June 2008 - July 2013
FTI Consulting May 2007 - June 2008
Deloitte September 2004 - May 2007
Value Line September 2001 - July 2004
Skills
MS Office Suite, Project Delivery, Internal Controls, Restructuring, Accounting, Auditing, Financial Modeling, Financial Analysis, Investment Banking, Due Diligence, Corporate Finance, US GAAP, Financial Reporting, Financial Accounting, CPA, GAAP, Internal Audit, Revenue Recognition, External Audit, Variance Analysis, Cash Flow, Financial Audits, Financial Statements, Sarbanes-Oxley Act, Microsoft Office, SEC filings, Business Valuation, Mergers & Acquisitions, Finance
Education
Baruch College, City University of New York (CUNY) 2003 — 2004
Master of Science, Accountancy
Emory University - Goizueta Business School 1998 — 2001
Bachelor of Business Administration, Dual: Finance & Economics
Boston College 1997 — 1998
Susan Gluck Susan Gluck's Value Line Experience August 2012 - June 2013
Job Digital Marketing Manager, Conversion at SiriusXM Satellite Radio; American Express and Luxury Hospitality Experience
Industry Marketing and Advertising
Experience
SiriusXM Satellite Radio January 2015 - Present
her own independent consulting company August 2010 - Present
ISHTA Yoga and YogaWorks September 2003 - Present
Value Line August 2012 - June 2013
Momentum Worldwide May 2012 - May 2012
American Express November 2011 - December 2011
The College Board July 2011 - November 2011
Meyer & Associates Marketing Communications, LLC August 2004 - July 2010
various companies including: Citigate Marketing, Home Furnishings News (HFN) and PUBLICIS (NYC) 2004 - 2005
RC Communications August 2000 - May 2004
Skills
Marketing Strategy, Digital Marketing, Web Analytics, SEO, SEM, Email Metrics, Content Management, Editorial Project..., Marketing Communications, Creative Work, Google Adwords, Copy Editing, Database Design, Self Driven, Observant, Imaginative, Initiator, Listener, Vendor Management, Email, Eye, Writing, Editorial, Advertising, B2B, Direct Marketing, Multimedia, Creative Direction, Graphic Design, Social Media, Direct Mail, Email Marketing, Self-driven, Editing, Copywriting, Social Networking, Newsletters, Integrated Marketing, Marketing, Press Releases, Event Planning, Start-ups, Public Relations, Analytics, Social Media Marketing, Digital Media, Brand Development, Content Strategy, Online Advertising, Blogging
Education
New York University 2010 — 2011
Certificate, Digital Media Marketing
MediaBistro.com 2004 — 2010
Media and Digital topics, relating to Marketing and PR
Be Yoga/YogaWorks 500-hr. Teacher Training and Sadie Nardini Core Strength Vinyasa Teacher Training
French Culinary Institute
Grand Diplome, French Cooking and Techniques
Ithaca College
BA, English; Advt./PR/Mkting.
SiriusXM Satellite Radio January 2015 - Present
her own independent consulting company August 2010 - Present
ISHTA Yoga and YogaWorks September 2003 - Present
Value Line August 2012 - June 2013
Momentum Worldwide May 2012 - May 2012
American Express November 2011 - December 2011
The College Board July 2011 - November 2011
Meyer & Associates Marketing Communications, LLC August 2004 - July 2010
various companies including: Citigate Marketing, Home Furnishings News (HFN) and PUBLICIS (NYC) 2004 - 2005
RC Communications August 2000 - May 2004
Skills
Marketing Strategy, Digital Marketing, Web Analytics, SEO, SEM, Email Metrics, Content Management, Editorial Project..., Marketing Communications, Creative Work, Google Adwords, Copy Editing, Database Design, Self Driven, Observant, Imaginative, Initiator, Listener, Vendor Management, Email, Eye, Writing, Editorial, Advertising, B2B, Direct Marketing, Multimedia, Creative Direction, Graphic Design, Social Media, Direct Mail, Email Marketing, Self-driven, Editing, Copywriting, Social Networking, Newsletters, Integrated Marketing, Marketing, Press Releases, Event Planning, Start-ups, Public Relations, Analytics, Social Media Marketing, Digital Media, Brand Development, Content Strategy, Online Advertising, Blogging
Education
New York University 2010 — 2011
Certificate, Digital Media Marketing
MediaBistro.com 2004 — 2010
Media and Digital topics, relating to Marketing and PR
Be Yoga/YogaWorks 500-hr. Teacher Training and Sadie Nardini Core Strength Vinyasa Teacher Training
French Culinary Institute
Grand Diplome, French Cooking and Techniques
Ithaca College
BA, English; Advt./PR/Mkting.
Jack Chee Jack Chee's Value Line Experience September 1998 - September 2000
Job Partner, Senior Research Analyst
Industry Financial Services
Experience
Litman Gregory Asset Management October 2000 - Present
Value Line September 1998 - September 2000
Education
Drexel University 1989 — 1994
B.S., Mechanical Engineering
Litman Gregory Asset Management October 2000 - Present
Value Line September 1998 - September 2000
Education
Drexel University 1989 — 1994
B.S., Mechanical Engineering
Stuart Skalka's Value Line Experience 1987 - 1989
Job Photographer
Industry Investment Management
Experience
Photographer January 2013 - Present
Private Investor August 2003 - Present
Saxon Woods Advisors 2001 - 2003
Fiduciary Trust Company 1999 - 2001
Evergreen Funds March 1993 - August 1999
Financial Data Systems 1990 - 1993
Value Line 1987 - 1989
Salomon Brothers 1981 - 1984
Pan American World Airways 1979 - 1981
Skills
Investing, esp...., Financial, Market and..., Internet Research, Manufacturing, Politics, Portfolio Management, Investments, Financial Markets, Stock Picking, Emerging Markets, Stocks, ETFs, Equities, Equity Research, Asset Management, Valuation, Financial Modeling, Financial Analysis, Investment Strategies, Due Diligence, Corporate Finance, Hedge Funds, Technical Analysis, Securities, Economics, Capital Markets, Industry Analysis, Business Strategy, Private Equity, Mutual Funds, Mergers, Investment Banking, Alternative Investments, Wealth Management, conversational French, Investment Advisory, DCF, WACC, Dividend Policy, Economic Value Added, Valuation Modeling, Forensic Accounting, Stock Research, Growth Investing, Value Investing, Equity Research Analysis, M&A Modeling, Investment Valuation, Technology, Technology Research
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance
Massachusetts Institute of Technology 1973 — 1977
BS, Computer Science
Photographer January 2013 - Present
Private Investor August 2003 - Present
Saxon Woods Advisors 2001 - 2003
Fiduciary Trust Company 1999 - 2001
Evergreen Funds March 1993 - August 1999
Financial Data Systems 1990 - 1993
Value Line 1987 - 1989
Salomon Brothers 1981 - 1984
Pan American World Airways 1979 - 1981
Skills
Investing, esp...., Financial, Market and..., Internet Research, Manufacturing, Politics, Portfolio Management, Investments, Financial Markets, Stock Picking, Emerging Markets, Stocks, ETFs, Equities, Equity Research, Asset Management, Valuation, Financial Modeling, Financial Analysis, Investment Strategies, Due Diligence, Corporate Finance, Hedge Funds, Technical Analysis, Securities, Economics, Capital Markets, Industry Analysis, Business Strategy, Private Equity, Mutual Funds, Mergers, Investment Banking, Alternative Investments, Wealth Management, conversational French, Investment Advisory, DCF, WACC, Dividend Policy, Economic Value Added, Valuation Modeling, Forensic Accounting, Stock Research, Growth Investing, Value Investing, Equity Research Analysis, M&A Modeling, Investment Valuation, Technology, Technology Research
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance
Massachusetts Institute of Technology 1973 — 1977
BS, Computer Science
Edwin E. Tejeda's Value Line Experience June 2003 - May 2004
Job IT System Engineer
Industry Information Technology and Services
Experience
STI Group Ltd August 2014 - Present
Panalpina December 2007 - August 2014
Andin International April 2005 - June 2007
Dydacomp May 2004 - April 2005
Value Line June 2003 - May 2004
Skills
Technical Support, Help Desk Support, Windows Server, Microsoft Office, Microsoft Certified..., Networking, Cisco Technologies, Active Directory, Network Security, Windows 7, Servers, Cisco Routers, Switches, VMware, Firewalls, Microsoft Exchange, Network Administration, Cisco IOS, Virtualization, CompTIA A+ Certification, Cisco, VPN, Disaster Recovery, System Administration, MCP, CompTIA Network+..., AS400 system, Windows 8.1, Symantec Backup Exec, Security, Windows Server 2008
Education
Bloomfield College 2010 — 2011
Cisco CCNA
Universidad APEC 1987 — 1991
Bachelor's Degree, Computer Imformation Systems
Cisco CCNA Routing & Switching
Colegio Don Bosco
STI Group Ltd August 2014 - Present
Panalpina December 2007 - August 2014
Andin International April 2005 - June 2007
Dydacomp May 2004 - April 2005
Value Line June 2003 - May 2004
Skills
Technical Support, Help Desk Support, Windows Server, Microsoft Office, Microsoft Certified..., Networking, Cisco Technologies, Active Directory, Network Security, Windows 7, Servers, Cisco Routers, Switches, VMware, Firewalls, Microsoft Exchange, Network Administration, Cisco IOS, Virtualization, CompTIA A+ Certification, Cisco, VPN, Disaster Recovery, System Administration, MCP, CompTIA Network+..., AS400 system, Windows 8.1, Symantec Backup Exec, Security, Windows Server 2008
Education
Bloomfield College 2010 — 2011
Cisco CCNA
Universidad APEC 1987 — 1991
Bachelor's Degree, Computer Imformation Systems
Cisco CCNA Routing & Switching
Colegio Don Bosco
Plamen D. Petkov Plamen D. Petkov's Value Line Experience January 1996 - September 1997
Job Strategy, Corporate Development and General Management Executive
Industry Electrical/Electronic Manufacturing
Experience
Printronix March 2015 - Present
Datamax-O’Neil Corporation August 2007 - January 2015
Dover Corporation February 2006 - August 2007
Zebra Technologies September 2004 - February 2006
Zebra Technologies July 2002 - September 2004
Jackson Partners & Associates, Inc. September 1997 - June 2000
Value Line January 1996 - September 1997
Skills
Vertical Marketing, Business Strategy, Business Development, Mergers, Marketing, Start-ups, Multi-channel Marketing, Competitive Analysis, Cross-functional Team..., Strategy, Strategic Partnerships, Go-to-market Strategy, Product Marketing, Product Management
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Strategic Management, Finance
Ohio University 1993 — 1995
BBA, Finance and International Business
Printronix March 2015 - Present
Datamax-O’Neil Corporation August 2007 - January 2015
Dover Corporation February 2006 - August 2007
Zebra Technologies September 2004 - February 2006
Zebra Technologies July 2002 - September 2004
Jackson Partners & Associates, Inc. September 1997 - June 2000
Value Line January 1996 - September 1997
Skills
Vertical Marketing, Business Strategy, Business Development, Mergers, Marketing, Start-ups, Multi-channel Marketing, Competitive Analysis, Cross-functional Team..., Strategy, Strategic Partnerships, Go-to-market Strategy, Product Marketing, Product Management
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Strategic Management, Finance
Ohio University 1993 — 1995
BBA, Finance and International Business
Lauren Miyashiro Lauren Miyashiro's Value Line Experience June 2011 - September 2011
Job Food Network Magazine Online Coordinator
Industry Financial Services
Experience
Scripps Networks Interactive January 2014 - Present
Scripps Networks Interactive Inc. September 2011 - January 2014
Value Line June 2011 - September 2011
Scripps Networks January 2011 - May 2011
Debra Walker, San Francisco Board of Supervisors Campaign May 2010 - August 2010
Office of Assembly Member Jonathan L. Bing January 2010 - May 2010
Global Outreach December 2008 - March 2009
Education
Fordham University 2007 — 2011
B.A, International Political Economy (Global Business Track)
Scripps Networks Interactive January 2014 - Present
Scripps Networks Interactive Inc. September 2011 - January 2014
Value Line June 2011 - September 2011
Scripps Networks January 2011 - May 2011
Debra Walker, San Francisco Board of Supervisors Campaign May 2010 - August 2010
Office of Assembly Member Jonathan L. Bing January 2010 - May 2010
Global Outreach December 2008 - March 2009
Education
Fordham University 2007 — 2011
B.A, International Political Economy (Global Business Track)
David Hogarty David Hogarty's Value Line Experience May 1997 - April 2005
Job Founder & CEO at SPRY Analytics, FinTech SaaS Entrepreneur, Fundraiser, Marketer, Project Mgr., Delegator, Bottle Washer
Industry Computer Software
Experience
SPRY Analytics December 2013 - Present
Curbed.com December 2011 - October 2012
Gotham Photo Company May 2011 - December 2011
Self-Employed April 2009 - April 2011
NBC Local Integrated Media July 2008 - February 2009
Gothamist LLC April 2007 - July 2008
Value Line May 1997 - April 2005
Skills
Blogging, Editing, Editorial, Web Content, Content Management, Storytelling, SEO, Publishing, New Media, Publications, Photoshop, Content Strategy, Digital Media, Start-ups, Product Management, Project Management, Software Project...
Education
Georgetown University 1992 — 1996
BSBA, Finance
Georgetown University 1992 — 1996
Bachelor of Science of Business Administration (BSBA), Finance, General
SPRY Analytics December 2013 - Present
Curbed.com December 2011 - October 2012
Gotham Photo Company May 2011 - December 2011
Self-Employed April 2009 - April 2011
NBC Local Integrated Media July 2008 - February 2009
Gothamist LLC April 2007 - July 2008
Value Line May 1997 - April 2005
Skills
Blogging, Editing, Editorial, Web Content, Content Management, Storytelling, SEO, Publishing, New Media, Publications, Photoshop, Content Strategy, Digital Media, Start-ups, Product Management, Project Management, Software Project...
Education
Georgetown University 1992 — 1996
BSBA, Finance
Georgetown University 1992 — 1996
Bachelor of Science of Business Administration (BSBA), Finance, General
Natasha Lanausse's Value Line Experience January 2014 - Present
Job Research Analyst
Industry Financial Services
Experience
Value Line January 2014 - Present
Citi January 2013 - July 2013
Catholic Guardian Society & Home Bureau February 2012 - July 2012
Swatch Ltd. July 2011 - February 2012
Fiver Children's Foundation June 2006 - August 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Investments, PowerPoint, Corporate Finance, Market Research, Valuation, Portfolio Management, Banking, Equities, Microsoft Word, Bloomberg, Marketing, Business Planning, Spanish, Social Networking, Nonprofits, Business Strategy, Public Speaking, Customer Service, Social Media, Facebook, Leadership, Economics, Teamwork, Time Management, Business Analysis, Research, Team Management, Fundraising, Community Outreach, Sales, Project Management, Event Planning, Management
Education
YearUp 2012 — 2013
Certificate of Completion, Financial Operations
City University of New York City College 2011 — 2015
Bachelor of Arts (BA), Economics
The Young Women's Leadership School 2006 — 2010
Advanced Regents High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Value Line January 2014 - Present
Citi January 2013 - July 2013
Catholic Guardian Society & Home Bureau February 2012 - July 2012
Swatch Ltd. July 2011 - February 2012
Fiver Children's Foundation June 2006 - August 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Investments, PowerPoint, Corporate Finance, Market Research, Valuation, Portfolio Management, Banking, Equities, Microsoft Word, Bloomberg, Marketing, Business Planning, Spanish, Social Networking, Nonprofits, Business Strategy, Public Speaking, Customer Service, Social Media, Facebook, Leadership, Economics, Teamwork, Time Management, Business Analysis, Research, Team Management, Fundraising, Community Outreach, Sales, Project Management, Event Planning, Management
Education
YearUp 2012 — 2013
Certificate of Completion, Financial Operations
City University of New York City College 2011 — 2015
Bachelor of Arts (BA), Economics
The Young Women's Leadership School 2006 — 2010
Advanced Regents High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Michael Jacobs, Jr. Michael Jacobs, Jr.'s Value Line Experience June 1990 - December 1993
Job Principal Director at Accenture
Industry Financial Services
Experience
Accenture June 2015 - Present
PwC June 2014 - June 2015
Deloitte June 2012 - May 2014
Comptroller of the Currency June 2005 - June 2012
JP Morgan Chase January 2000 - June 2005
Sumitomo Mitsui Banking Corporation June 1997 - December 1999
Baruch College June 1994 - January 1999
Value Line June 1990 - December 1993
Skills
R Programming &..., Computational Statistics, Bayesian statistics, Banking Supervision, Basel II, Applied Econometrics, Stochastic Processes, Credit Risk, Economic Capital, Enterprise Risk..., Market Risk, VBA Programming, Mathematica, Financial Markets, Financial Modeling, Scientific Word / LaTex, Risk Aggregation, Stress Testing, Matlab, SAS, VBA, Financial Risk, Econometrics, Valuation, Banking Law, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1994 — 2001
PhD, Finance / Program in Economics & Finance / Zicklin School of Busines
City University of New York-Baruch College - Zicklin School of Business 1994 — 1996
Master of Philosophy (MPhil), Business
Stony Brook University 1992 — 1994
MA, Mathematical Economics
Stony Brook University 1990 — 1991
Master's Degree, Applied Mathematics and Statistics, 3.84
State University of New York at Stony Brook 1986 — 1990
Bachelor of Science, Engineering Science, 3.64
Stuyvesant High School 1982 — 1986
Regents Diploma, Mathematics and Science
Horace Mann Lower School 1980 — 1982
Not Applicable
Accenture June 2015 - Present
PwC June 2014 - June 2015
Deloitte June 2012 - May 2014
Comptroller of the Currency June 2005 - June 2012
JP Morgan Chase January 2000 - June 2005
Sumitomo Mitsui Banking Corporation June 1997 - December 1999
Baruch College June 1994 - January 1999
Value Line June 1990 - December 1993
Skills
R Programming &..., Computational Statistics, Bayesian statistics, Banking Supervision, Basel II, Applied Econometrics, Stochastic Processes, Credit Risk, Economic Capital, Enterprise Risk..., Market Risk, VBA Programming, Mathematica, Financial Markets, Financial Modeling, Scientific Word / LaTex, Risk Aggregation, Stress Testing, Matlab, SAS, VBA, Financial Risk, Econometrics, Valuation, Banking Law, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1994 — 2001
PhD, Finance / Program in Economics & Finance / Zicklin School of Busines
City University of New York-Baruch College - Zicklin School of Business 1994 — 1996
Master of Philosophy (MPhil), Business
Stony Brook University 1992 — 1994
MA, Mathematical Economics
Stony Brook University 1990 — 1991
Master's Degree, Applied Mathematics and Statistics, 3.84
State University of New York at Stony Brook 1986 — 1990
Bachelor of Science, Engineering Science, 3.64
Stuyvesant High School 1982 — 1986
Regents Diploma, Mathematics and Science
Horace Mann Lower School 1980 — 1982
Not Applicable
Colleen Reynolds's Value Line Experience June 2011 - December 2011
Job Entities Specialist at Facebook
Industry Information Technology and Services
Experience
Facebook February 2015 - Present
Google June 2014 - December 2014
Scripps Networks Interactive Inc. January 2013 - June 2014
Google January 2012 - January 2013
Value Line June 2011 - December 2011
Zagat Survey January 2011 - June 2011
Pfizer Pharmaceuticals June 2010 - August 2010
Pfizer Pharmaceuticals June 2008 - August 2008
Education
Fordham University 2007 — 2011
Bachelor of Arts, International Political Economies
Universitat d'Alacant / Universidad de Alicante
Spanish
Facebook February 2015 - Present
Google June 2014 - December 2014
Scripps Networks Interactive Inc. January 2013 - June 2014
Google January 2012 - January 2013
Value Line June 2011 - December 2011
Zagat Survey January 2011 - June 2011
Pfizer Pharmaceuticals June 2010 - August 2010
Pfizer Pharmaceuticals June 2008 - August 2008
Education
Fordham University 2007 — 2011
Bachelor of Arts, International Political Economies
Universitat d'Alacant / Universidad de Alicante
Spanish
Carmine Salute Carmine Salute's Value Line Experience April 2006 - April 2007
Job Director of Sales Markit Counterparty Manager Markit | Genpact KYC Services Markit | CTI Tax Solutions
Industry Information Technology and Services
Experience
Markit January 2013 - Present
Markit September 2010 - January 2013
Thomson Reuters April 2007 - September 2010
Value Line April 2006 - April 2007
Bloomberg January 2004 - April 2006
Bloomberg October 2001 - 2004
Skills
Building Strategic..., Consultative Selling, Strategic Partnerships, Information Technology, New Business Development, Sales Management, Fixed Income, Equities, Product Management, Account Management, Business Analysis, Bloomberg, Financial Markets, Derivatives, Hedge Funds, Capital Markets, Team Leadership, Risk Management, Salesforce.com, Asset Managment, Portfolio Management, Investments, Securities, Market Data, Trading Systems, Financial Services, Trading, Relationship Management, Vendor Management, Business Development, Sales, CRM, Business Strategy, Business Relationship..., Equity Trading, Product Development, Strategic Planning, Marketing Strategy, Sales Presentations, Negotiation, Direct Sales, Back Office, Asset Management, Selling, Electronic Trading, Sales Operations, Analytics, FX Options, Management, Financial Risk
Education
Sacred Heart University 1999 — 2001
BS, Business Administration
Nassau Community College 1998 — 1999
Associates, Liberal Arts
Stony Brook University 1997 — 1998
Undecided
Oceanside High School 1994 — 1997
Markit January 2013 - Present
Markit September 2010 - January 2013
Thomson Reuters April 2007 - September 2010
Value Line April 2006 - April 2007
Bloomberg January 2004 - April 2006
Bloomberg October 2001 - 2004
Skills
Building Strategic..., Consultative Selling, Strategic Partnerships, Information Technology, New Business Development, Sales Management, Fixed Income, Equities, Product Management, Account Management, Business Analysis, Bloomberg, Financial Markets, Derivatives, Hedge Funds, Capital Markets, Team Leadership, Risk Management, Salesforce.com, Asset Managment, Portfolio Management, Investments, Securities, Market Data, Trading Systems, Financial Services, Trading, Relationship Management, Vendor Management, Business Development, Sales, CRM, Business Strategy, Business Relationship..., Equity Trading, Product Development, Strategic Planning, Marketing Strategy, Sales Presentations, Negotiation, Direct Sales, Back Office, Asset Management, Selling, Electronic Trading, Sales Operations, Analytics, FX Options, Management, Financial Risk
Education
Sacred Heart University 1999 — 2001
BS, Business Administration
Nassau Community College 1998 — 1999
Associates, Liberal Arts
Stony Brook University 1997 — 1998
Undecided
Oceanside High School 1994 — 1997
Robert Scrudato, MBA Robert Scrudato, MBA's Value Line Experience April 2012 - Present
Job Equity Analyst a Value Line Publishing
Industry Publishing
Experience
Value Line April 2012 - Present
The First National Bank of Long Island April 2007 - March 2012
Skills
Banking, Financial Analysis, Investments, Portfolio Management, Equities, Finance, Financial Services, Mutual Funds, Securities, Financial Modeling, Bloomberg
Education
Adelphi University 2010 — 2012
Master of Business Administration (MBA), Marketing
Value Line April 2012 - Present
The First National Bank of Long Island April 2007 - March 2012
Skills
Banking, Financial Analysis, Investments, Portfolio Management, Equities, Finance, Financial Services, Mutual Funds, Securities, Financial Modeling, Bloomberg
Education
Adelphi University 2010 — 2012
Master of Business Administration (MBA), Marketing
Michael Weiss, CFA Michael Weiss, CFA's Value Line Experience 1991 - 1992
Job
Industry Education Management
Experience
Series 7 Exam Tutor 2011 - Present
Managers Investment Group 2008 - 2011
Timeless Capital Management 2005 - 2008
Evergreen Investments 2002 - 2005
Merrill Lynch Investment Managers 1997 - 2002
Lipper Analytical Services 1993 - 1997
Value Line 1991 - 1992
Skills
Mutual Funds, Portfolio Management, Series 7 Exam, Fixed Income, Series 63, Valuation, Investment Management, Series 6 Exam, Series 63 Exam, Equities, Investments, Asset Management, Series 66 Exam, Corporate Finance, Uniform Combined State..., Securities, Series 7, Series 65 Exam, Value Investing, Investment Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1998
MBA, Finance & Investments
Series 7 Exam Tutor 2011 - Present
Managers Investment Group 2008 - 2011
Timeless Capital Management 2005 - 2008
Evergreen Investments 2002 - 2005
Merrill Lynch Investment Managers 1997 - 2002
Lipper Analytical Services 1993 - 1997
Value Line 1991 - 1992
Skills
Mutual Funds, Portfolio Management, Series 7 Exam, Fixed Income, Series 63, Valuation, Investment Management, Series 6 Exam, Series 63 Exam, Equities, Investments, Asset Management, Series 66 Exam, Corporate Finance, Uniform Combined State..., Securities, Series 7, Series 65 Exam, Value Investing, Investment Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1998
MBA, Finance & Investments
Gerry Feenan Gerry Feenan's Value Line Experience May 1995 - December 2002
Job Actively looking for a SQL Server Developer position
Industry Information Technology and Services
Experience
North Shore-LIJ Health System September 2009 - August 2013
Value Line May 1995 - December 2002
Skills
Healthcare Information..., Access, Microsoft SQL Server, Visual Basic, MS Excel, Databases, T-SQL
Education
State University of New York at Albany 1984 — 1989
Bachelor of Arts (BA), Economics
Hofstra University 2007 — 2008
Certificate Program, Microsoft Database Design
North Shore-LIJ Health System September 2009 - August 2013
Value Line May 1995 - December 2002
Skills
Healthcare Information..., Access, Microsoft SQL Server, Visual Basic, MS Excel, Databases, T-SQL
Education
State University of New York at Albany 1984 — 1989
Bachelor of Arts (BA), Economics
Hofstra University 2007 — 2008
Certificate Program, Microsoft Database Design
Viktor Gurevich Viktor Gurevich's Value Line Experience October 2011 - June 2013
Job Senior Systems Analyst at GlobeTax
Industry Financial Services
Experience
Globe Tax Services, Inc. May 2014 - Present
AllianceBernstein September 2013 - March 2014
Value Line October 2011 - June 2013
JPMorgan Chase July 2010 - March 2011
Barnes & Noble March 2008 - January 2010
Credit Suisse July 2005 - July 2007
I/B/E/S (Institutional Brokers Estimate System) then Thomson Financial February 2000 - June 2005
Davidoff of Geneva February 2000 - January 2001
Davidoff of Geneva January 1999 - January 2000
The Leading Hotels of the World January 1997 - December 1998
Skills
Web Services, C#, ASP.NET, XML, .NET, Microsoft SQL Server, T-SQL, ASP.NET MVC, ADO.NET, WCF, TFS, VB.NET, AJAX, Scrum, SOA, JavaScript, Excel VSTO, SSIS, XSLT, ASP, VB6, VBA, Visual Basic, SQL
Education
Scientific Research Institute of System Analysis (Russian Academy of Sciences)
Doctor of Philosophy (Ph.D.), Engineering
Lomonosov Moscow State University (MSU)
Master of Science (MS), Mathematics
Globe Tax Services, Inc. May 2014 - Present
AllianceBernstein September 2013 - March 2014
Value Line October 2011 - June 2013
JPMorgan Chase July 2010 - March 2011
Barnes & Noble March 2008 - January 2010
Credit Suisse July 2005 - July 2007
I/B/E/S (Institutional Brokers Estimate System) then Thomson Financial February 2000 - June 2005
Davidoff of Geneva February 2000 - January 2001
Davidoff of Geneva January 1999 - January 2000
The Leading Hotels of the World January 1997 - December 1998
Skills
Web Services, C#, ASP.NET, XML, .NET, Microsoft SQL Server, T-SQL, ASP.NET MVC, ADO.NET, WCF, TFS, VB.NET, AJAX, Scrum, SOA, JavaScript, Excel VSTO, SSIS, XSLT, ASP, VB6, VBA, Visual Basic, SQL
Education
Scientific Research Institute of System Analysis (Russian Academy of Sciences)
Doctor of Philosophy (Ph.D.), Engineering
Lomonosov Moscow State University (MSU)
Master of Science (MS), Mathematics
Greg Swieringa Greg Swieringa's Value Line Experience April 2012 - Present
Job Senior Software Engineer (.NET) | 10+ Years | C# | FullStack | UI | SQL | WPF | WinForms | WCF | Web | SDLC | Finance
Industry Information Technology and Services
Experience
Value Line April 2012 - Present
AllianceBernstein 2003 - March 2012
JPMorgan Chase 2000 - 2003
University of Minnesota 1996 - 1999
Skills
C#, Web Services, Scrum, Agile Methodologies, WCF, Software Development, Visual Studio, Testing, WPF, SQL, Entity Framework, CSS, Microsoft SQL Server, ASP.NET, JavaScript, VBA, jQuery, XML, Omniture, VB.NET, HTML, MS Office Suite, WinForms, Microsoft Office, Infragistics, Flash, ActionScript, Brightcove, .NET, Web Development, TFS, SOA, LINQ, Software Engineering, ADO.NET, SDLC, User Interface, IIS
Education
Massachusetts Institute of Technology 1987 — 1991
Bachelor of Science
Value Line April 2012 - Present
AllianceBernstein 2003 - March 2012
JPMorgan Chase 2000 - 2003
University of Minnesota 1996 - 1999
Skills
C#, Web Services, Scrum, Agile Methodologies, WCF, Software Development, Visual Studio, Testing, WPF, SQL, Entity Framework, CSS, Microsoft SQL Server, ASP.NET, JavaScript, VBA, jQuery, XML, Omniture, VB.NET, HTML, MS Office Suite, WinForms, Microsoft Office, Infragistics, Flash, ActionScript, Brightcove, .NET, Web Development, TFS, SOA, LINQ, Software Engineering, ADO.NET, SDLC, User Interface, IIS
Education
Massachusetts Institute of Technology 1987 — 1991
Bachelor of Science
Marek Mscichowski's Value Line Experience May 2011 - September 2014
Job Analyst at Empire Square Group
Industry Financial Services
Experience
Empire Square Group December 2014 - Present
Value Line May 2011 - September 2014
Glass, Lewis & Co. March 2010 - June 2010
Skills
Equity Research, Financial Modeling, Writing, Financial Analysis, Microsoft Excel
Education
New York University 2004 — 2008
B.A., Economics
Archbishop Molloy
Empire Square Group December 2014 - Present
Value Line May 2011 - September 2014
Glass, Lewis & Co. March 2010 - June 2010
Skills
Equity Research, Financial Modeling, Writing, Financial Analysis, Microsoft Excel
Education
New York University 2004 — 2008
B.A., Economics
Archbishop Molloy
Brian Whelan Brian Whelan's Value Line Experience April 1998 - March 2000
Job Head of Corporate Communications at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management September 2012 - Present
Bank of America January 2011 - September 2012
Mergent, Inc. January 2006 - December 2010
Indxis, Inc. (a Mergent Company) January 2006 - December 2010
Wells Fargo July 2005 - January 2006
BlackRock April 2004 - July 2005
Morgan Stanley Investment Management March 2000 - April 2004
Value Line April 1998 - March 2000
Skills
Investment Research, Fixed Income, Leveraged Finance, Bloomberg, Factset, Salesforce.com, SugarCRM, Marketing Strategy, Corporate Communications, Marketing, Securities, Investor Relations, Brand Management, Public Relations, Financial Services
Education
West Virginia University 2007 — 2009
Master of Science, Integrated Marketing Communications, 3.8
Hofstra University 1994 — 1998
Bachelor of Arts, Social Sciences
Chaminade High School 1990 — 1994
HS Diploma
Babson Capital Management September 2012 - Present
Bank of America January 2011 - September 2012
Mergent, Inc. January 2006 - December 2010
Indxis, Inc. (a Mergent Company) January 2006 - December 2010
Wells Fargo July 2005 - January 2006
BlackRock April 2004 - July 2005
Morgan Stanley Investment Management March 2000 - April 2004
Value Line April 1998 - March 2000
Skills
Investment Research, Fixed Income, Leveraged Finance, Bloomberg, Factset, Salesforce.com, SugarCRM, Marketing Strategy, Corporate Communications, Marketing, Securities, Investor Relations, Brand Management, Public Relations, Financial Services
Education
West Virginia University 2007 — 2009
Master of Science, Integrated Marketing Communications, 3.8
Hofstra University 1994 — 1998
Bachelor of Arts, Social Sciences
Chaminade High School 1990 — 1994
HS Diploma
Lou Cassetta Lou Cassetta's Value Line Experience May 1998 - August 2004
Job Principal Consultant at Boundless Markets
Industry Marketing and Advertising
Experience
Boundless Markets July 2014 - Present
Penton August 2011 - June 2014
Euromoney Institutional Investor January 2009 - October 2013
Fordham University 2009 - 2013
Sourcemedia/Thompson 2005 - 2008
Value Line May 1998 - August 2004
AOL September 1996 - October 1998
Skills
Online Marketing, Direct Marketing, Publishing, Integration, Social Media Marketing, New Media, Integrated Marketing, Strategy, Strategic Partnerships, Blogging, Online Publishing, Market Research, Advertising, Leadership, B2B, Analytics, Customer Retention, Digital Marketing, Marketing Strategy, Product Development, Newsletters, Editing, Marketing, Digital Strategy, SEO, Customer Acquisition, Copywriting, Email Marketing, Social Media, Digital Media, Online Advertising, Financial Services, Lead Generation, Public Relations, Magazines, Strategic Planning, Management, Marketing Communications, Retail, Database Marketing, E-commerce, Sales, B2B Marketing, Content Strategy, Direct Mail, Web Analytics, Content Development, Brand Development, SEM, Social Networking
Education
Long Island University 1995 — 1995
master classes finance
Pace University - Lubin School of Business 1993 — 1995
MBA courses, MBA International Marketing
Pace University - Lubin School of Business 1980 — 1984
BS, Business
Boundless Markets July 2014 - Present
Penton August 2011 - June 2014
Euromoney Institutional Investor January 2009 - October 2013
Fordham University 2009 - 2013
Sourcemedia/Thompson 2005 - 2008
Value Line May 1998 - August 2004
AOL September 1996 - October 1998
Skills
Online Marketing, Direct Marketing, Publishing, Integration, Social Media Marketing, New Media, Integrated Marketing, Strategy, Strategic Partnerships, Blogging, Online Publishing, Market Research, Advertising, Leadership, B2B, Analytics, Customer Retention, Digital Marketing, Marketing Strategy, Product Development, Newsletters, Editing, Marketing, Digital Strategy, SEO, Customer Acquisition, Copywriting, Email Marketing, Social Media, Digital Media, Online Advertising, Financial Services, Lead Generation, Public Relations, Magazines, Strategic Planning, Management, Marketing Communications, Retail, Database Marketing, E-commerce, Sales, B2B Marketing, Content Strategy, Direct Mail, Web Analytics, Content Development, Brand Development, SEM, Social Networking
Education
Long Island University 1995 — 1995
master classes finance
Pace University - Lubin School of Business 1993 — 1995
MBA courses, MBA International Marketing
Pace University - Lubin School of Business 1980 — 1984
BS, Business
Anthony Constantine Anthony Constantine's Value Line Experience September 2015 - Present
Job
Industry Financial Services
Experience
Value Line September 2015 - Present
Value Line October 2014 - September 2015
Cintas Document Management June 2013 - October 2014
New England Student Services March 2013 - May 2013
Investors Capital June 2012 - August 2012
Skills
Customer Service, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, English, Management, Teamwork, Team Leadership, Finance, Sales, Time Management
Education
Bryant University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Value Line September 2015 - Present
Value Line October 2014 - September 2015
Cintas Document Management June 2013 - October 2014
New England Student Services March 2013 - May 2013
Investors Capital June 2012 - August 2012
Skills
Customer Service, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, English, Management, Teamwork, Team Leadership, Finance, Sales, Time Management
Education
Bryant University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Ralph Fernandez's Value Line Experience June 1988 - May 1989
Job Investment Counselor
Industry Financial Services
Experience
David Lerner Associates, Inc. March 2015 - Present
Biz Mobile Solutions/The Appreneur Group, LLC. October 2012 - August 2014
Sullivan & Cromwell LLP March 2006 - July 2012
Citi June 1989 - February 2006
Value Line June 1988 - May 1989
Dreyfus December 1986 - May 1988
CIT January 1986 - December 1986
Skills
Leadership, Creative Problem Solving, Accounting, Managerial Skills, Finance, Financial Planning, Problem Solving, Retirement Planning, 401k Rollovers, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, Limited Partnerships
Education
City University of New York-Queens College
Bachelor of Arts (B.A.), Accounting
David Lerner Associates, Inc. March 2015 - Present
Biz Mobile Solutions/The Appreneur Group, LLC. October 2012 - August 2014
Sullivan & Cromwell LLP March 2006 - July 2012
Citi June 1989 - February 2006
Value Line June 1988 - May 1989
Dreyfus December 1986 - May 1988
CIT January 1986 - December 1986
Skills
Leadership, Creative Problem Solving, Accounting, Managerial Skills, Finance, Financial Planning, Problem Solving, Retirement Planning, 401k Rollovers, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, Limited Partnerships
Education
City University of New York-Queens College
Bachelor of Arts (B.A.), Accounting
Donovan Wilson Donovan Wilson's Value Line Experience December 2010 - Present
Job Consultant Oracle Developer at Value Line
Industry Pharmaceuticals
Experience
Value Line December 2010 - Present
SMOOTHLEARNING LLC January 2008 - Present
NOVARTIS PHARMACEUTICAL September 2005 - May 2010
NOVARTIS PHARMACEUTICAL January 2004 - May 2010
NOVARTIS PHARMACEUTICAL January 1998 - January 2006
HOECHST MARION ROUSELL June 1996 - September 1998
HOECHST MARION ROUSELL January 1997 - January 1998
HOECHST MARION ROUSELL January 1996 - January 1998
Data Modeler January 1996 - January 1997
Education
Essex County College
AS, Engineering Technology
Radio Electronics & Technical School
AS, Electronic Engineering
Rutgers, The State University of New Jersey-Newark
BS Computer Science
Value Line December 2010 - Present
SMOOTHLEARNING LLC January 2008 - Present
NOVARTIS PHARMACEUTICAL September 2005 - May 2010
NOVARTIS PHARMACEUTICAL January 2004 - May 2010
NOVARTIS PHARMACEUTICAL January 1998 - January 2006
HOECHST MARION ROUSELL June 1996 - September 1998
HOECHST MARION ROUSELL January 1997 - January 1998
HOECHST MARION ROUSELL January 1996 - January 1998
Data Modeler January 1996 - January 1997
Education
Essex County College
AS, Engineering Technology
Radio Electronics & Technical School
AS, Electronic Engineering
Rutgers, The State University of New Jersey-Newark
BS Computer Science
Tushar Gandhi's Value Line Experience 1993 - 1995
Job Manager Capital Markets Data at FactSet Research Systems
Industry Financial Services
Experience
FactSet September 2011 - Present
FactSet Research Systems April 2005 - September 2011
FactSet Research Systems January 2000 - March 2005
FactSet Research Systems December 1997 - January 2000
Market Guide, Inc. July 1995 - December 1997
Value Line 1993 - 1995
Skills
Databases, Investments, Financial Markets, Fixed Income, Investment Banking, Equities, Finance, Trading Systems, Equity Research, Bloomberg, Portfolio Management, Capital Markets, Business Analysis, Derivatives, Market Data, Asset Management, Hedge Funds, Valuation, Financial Services, Options, Financial Modeling, Investment Management, Trading, Alternative Investments, Quantitative Finance, Electronic Trading, VBA
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
BS
FactSet September 2011 - Present
FactSet Research Systems April 2005 - September 2011
FactSet Research Systems January 2000 - March 2005
FactSet Research Systems December 1997 - January 2000
Market Guide, Inc. July 1995 - December 1997
Value Line 1993 - 1995
Skills
Databases, Investments, Financial Markets, Fixed Income, Investment Banking, Equities, Finance, Trading Systems, Equity Research, Bloomberg, Portfolio Management, Capital Markets, Business Analysis, Derivatives, Market Data, Asset Management, Hedge Funds, Valuation, Financial Services, Options, Financial Modeling, Investment Management, Trading, Alternative Investments, Quantitative Finance, Electronic Trading, VBA
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
BS
Jeremy Pastore's Value Line Experience February 2010 - August 2011
Job Econometrician at Mastercard
Industry Banking
Experience
MasterCard Advisors August 2011 - Present
Value Line February 2010 - August 2011
RBS 2009 - 2009
PricewaterhouseCoopers January 2004 - September 2008
Skills
Credit Risk, Financial Modeling, Banking
Education
Fordham University 2008 — 2009
MS, Quantitative Finance
Lehigh University 1997 — 2001
MasterCard Advisors August 2011 - Present
Value Line February 2010 - August 2011
RBS 2009 - 2009
PricewaterhouseCoopers January 2004 - September 2008
Skills
Credit Risk, Financial Modeling, Banking
Education
Fordham University 2008 — 2009
MS, Quantitative Finance
Lehigh University 1997 — 2001
Mitchell Appel's Value Line Experience June 2005 - December 2010
Job CEO at EULAV Asset Management
Industry Financial Services
Experience
EULAV Asset Management February 2009 - Present
Value Line Funds June 2008 - Present
Value Line June 2005 - December 2010
XTF Asset Management November 2007 - April 2008
Value Line June 2005 - November 2007
Education
New York University - Leonard N. Stern School of Business
MBA
Isenberg School of Management, UMass Amherst 1988 — 1992
Finance, Finance/Economics
EULAV Asset Management February 2009 - Present
Value Line Funds June 2008 - Present
Value Line June 2005 - December 2010
XTF Asset Management November 2007 - April 2008
Value Line June 2005 - November 2007
Education
New York University - Leonard N. Stern School of Business
MBA
Isenberg School of Management, UMass Amherst 1988 — 1992
Finance, Finance/Economics
Roger J. Bos, CFA's Value Line Experience October 1995 - October 1997
Job SVP at Rothschild Asset Management
Industry Financial Services
Experience
Rothschild Asset Management October 2004 - Present
Standard & Poor's June 1998 - 2004
Value Line October 1995 - October 1997
Skills
Portfolio Management, Risk Management, PHP, VBA, Equities, HTML, Fixed Income, SQL, Java, Capital Markets, Hedge Funds, Wealth Management, Equity Research, Asset Allocation, Alternative Investments, Financial Modeling, Investment Management, Asset Management, Financial Analysis, Investment Advisory, Investments, Bloomberg, Financial Markets, Financial Services, Mutual Funds, Derivatives, ETFs, Equity Derivatives
Education
Carnegie Mellon University - Tepper School of Business 1997 — 1999
MSCF, Computational Finance
University of the West Indies 1993 — 1995
M Phil, Economics
Rockhurst University 1989 — 1993
Undergrad, Financial Economics
Rothschild Asset Management October 2004 - Present
Standard & Poor's June 1998 - 2004
Value Line October 1995 - October 1997
Skills
Portfolio Management, Risk Management, PHP, VBA, Equities, HTML, Fixed Income, SQL, Java, Capital Markets, Hedge Funds, Wealth Management, Equity Research, Asset Allocation, Alternative Investments, Financial Modeling, Investment Management, Asset Management, Financial Analysis, Investment Advisory, Investments, Bloomberg, Financial Markets, Financial Services, Mutual Funds, Derivatives, ETFs, Equity Derivatives
Education
Carnegie Mellon University - Tepper School of Business 1997 — 1999
MSCF, Computational Finance
University of the West Indies 1993 — 1995
M Phil, Economics
Rockhurst University 1989 — 1993
Undergrad, Financial Economics
Tom Nikic, CFA's Value Line Experience March 2003 - February 2010
Job VP Equity Research at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities October 2015 - Present
Sterne Agee November 2011 - Present
Cowen and Company February 2010 - October 2011
Value Line March 2003 - February 2010
Skills
Bloomberg, Capital Markets, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Valuation, Financial Markets, Investments
Education
State University of New York at Binghamton 1998 — 2002
Bachelor of Science (B.S.), Economic Analysis
Wells Fargo Securities October 2015 - Present
Sterne Agee November 2011 - Present
Cowen and Company February 2010 - October 2011
Value Line March 2003 - February 2010
Skills
Bloomberg, Capital Markets, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Valuation, Financial Markets, Investments
Education
State University of New York at Binghamton 1998 — 2002
Bachelor of Science (B.S.), Economic Analysis
Terrence Emde's Value Line Experience April 1996 - August 1997
Job Partner at FIC Capital
Industry Financial Services
Experience
FIC Capital December 2003 - Present
Swiss American Securities, member of Credit Suisse Group August 1997 - September 2002
Value Line April 1996 - August 1997
Education
Binghamton University 1991 — 1995
FIC Capital December 2003 - Present
Swiss American Securities, member of Credit Suisse Group August 1997 - September 2002
Value Line April 1996 - August 1997
Education
Binghamton University 1991 — 1995
Bella Holzkenner's Value Line Experience 1992 - 1994
Job Vice President Business Manager, Global Consultant Relations at Deutsche Asset and Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management February 2014 - Present
Deutsche Asset & Wealth Management October 2012 - January 2014
DB Advisors May 2011 - September 2012
DB Advisors October 2006 - April 2011
Scudder 1997 - 2002
Value Line 1992 - 1994
Education
City University of New York-Hunter College 1990 — 1994
Deutsche Asset & Wealth Management February 2014 - Present
Deutsche Asset & Wealth Management October 2012 - January 2014
DB Advisors May 2011 - September 2012
DB Advisors October 2006 - April 2011
Scudder 1997 - 2002
Value Line 1992 - 1994
Education
City University of New York-Hunter College 1990 — 1994
Mary Beth Lynch's Value Line Experience August 2007 - November 2010
Job Staff Accountant at US Securities and Exchange Commission
Industry Financial Services
Experience
US Securities and Exchange Commission November 2010 - Present
Value Line August 2007 - November 2010
Skills
Equities, Financial Analysis, Fixed Income, Financial Markets, Portfolio Management, Due Diligence, Capital Markets, Valuation, Microsoft Office, Investments, FINRA, Financial Modeling, Derivatives, Hedge Funds, Microsoft Word, Securities, Securities Regulation, Financial Reporting, Bloomberg, Asset Management, Finance, Alternative Investments, Equity Research, Equity Valuation, Mutual Funds, Trading, Series 7
Education
Baruch College, City University of New York (CUNY) 2006 — 2007
Master, Finance
LIU Post 1999 — 2003
BS, Accounting
US Securities and Exchange Commission November 2010 - Present
Value Line August 2007 - November 2010
Skills
Equities, Financial Analysis, Fixed Income, Financial Markets, Portfolio Management, Due Diligence, Capital Markets, Valuation, Microsoft Office, Investments, FINRA, Financial Modeling, Derivatives, Hedge Funds, Microsoft Word, Securities, Securities Regulation, Financial Reporting, Bloomberg, Asset Management, Finance, Alternative Investments, Equity Research, Equity Valuation, Mutual Funds, Trading, Series 7
Education
Baruch College, City University of New York (CUNY) 2006 — 2007
Master, Finance
LIU Post 1999 — 2003
BS, Accounting
Jon Ferguson's Value Line Experience August 1995 - September 1996
Job Partner at FIC Capital
Industry Investment Management
Experience
FIC Capital, Inc. July 2002 - Present
Merrill Lynch July 2000 - November 2001
Credit Suisse First Boston May 1999 - September 1999
Schroders July 1997 - February 1999
NatWest Securities, Inc. September 1996 - July 1997
Value Line August 1995 - September 1996
Skills
Alternative Investments, Investments, Valuation, Equity Research
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA w/ Honors, Finance
State University of New York at Binghamton 1991 — 1995
BS/BA, Economics & Mathematics
FIC Capital, Inc. July 2002 - Present
Merrill Lynch July 2000 - November 2001
Credit Suisse First Boston May 1999 - September 1999
Schroders July 1997 - February 1999
NatWest Securities, Inc. September 1996 - July 1997
Value Line August 1995 - September 1996
Skills
Alternative Investments, Investments, Valuation, Equity Research
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA w/ Honors, Finance
State University of New York at Binghamton 1991 — 1995
BS/BA, Economics & Mathematics
Larry Rothman's Value Line Experience 1993 - 1998
Job Credit Analyst at Mergermarket/Debtwire
Industry Financial Services
Experience
Mergermarket/Debtwire February 2013 - Present
dealReporter January 2011 - July 2013
Debt Visions July 2007 - January 2011
Informa Global Markets 2002 - 2007
William Blair and Company 1999 - 2001
Miller Tabak Roberts Securities, LLC 1998 - 1999
Value Line 1993 - 1998
Skills
Equity Research, Capital Markets, Investments, Investor Relations, Finance, Hedge Funds, Valuation, Portfolio Management, Equities, Financial Markets, Bloomberg, Emerging Markets, Analysis, Financial Modeling, Fixed Income, Trading, Private Equity, Bonds, Asset Management, Economics, Derivatives, Financial Services, Bloomberg Terminal, IPO
Education
Baruch College, City University of New York (CUNY) 1992 — 1997
Mergermarket/Debtwire February 2013 - Present
dealReporter January 2011 - July 2013
Debt Visions July 2007 - January 2011
Informa Global Markets 2002 - 2007
William Blair and Company 1999 - 2001
Miller Tabak Roberts Securities, LLC 1998 - 1999
Value Line 1993 - 1998
Skills
Equity Research, Capital Markets, Investments, Investor Relations, Finance, Hedge Funds, Valuation, Portfolio Management, Equities, Financial Markets, Bloomberg, Emerging Markets, Analysis, Financial Modeling, Fixed Income, Trading, Private Equity, Bonds, Asset Management, Economics, Derivatives, Financial Services, Bloomberg Terminal, IPO
Education
Baruch College, City University of New York (CUNY) 1992 — 1997
Oscar Vidal's Value Line Experience June 1995 - June 1999
Job VP / Financial Controller at The Bank of New York Mellon Corporation
Industry Financial Services
Experience
The Bank of New York Mellon Corporation January 2011 - Present
The Dreyfus Corporation January 2008 - December 2010
The Dreyfus Corporation January 2005 - December 2007
The Dreyfus Corporation July 1999 - December 2004
Value Line June 1995 - June 1999
Skills
Financial Modeling, Risk Management, Accounting, Fixed Income
Education
Georgetown University - The McDonough School of Business 1990 — 1994
Bachelor of Science (BS), Finance & Accounting
The Bank of New York Mellon Corporation January 2011 - Present
The Dreyfus Corporation January 2008 - December 2010
The Dreyfus Corporation January 2005 - December 2007
The Dreyfus Corporation July 1999 - December 2004
Value Line June 1995 - June 1999
Skills
Financial Modeling, Risk Management, Accounting, Fixed Income
Education
Georgetown University - The McDonough School of Business 1990 — 1994
Bachelor of Science (BS), Finance & Accounting
Paul DeMartino's Value Line Experience January 2003 - July 2003
Job Web product manager
Industry Financial Services
Experience
Portfolio123.com June 2010 - Present
Reuters May 2004 - June 2008
Reuters July 2004 - May 2006
Moody's January 2004 - July 2004
MMDTS January 2002 - December 2003
Value Line January 2003 - July 2003
Multex.com January 2000 - July 2001
Value Line January 1996 - July 1998
Oppenheimer & Co. 1993 - 1995
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Master of Business Administration (MBA), Finance and Economics
Binghamton University 1987 — 1992
Stuyvesant High School 1983 — 1987
Portfolio123.com June 2010 - Present
Reuters May 2004 - June 2008
Reuters July 2004 - May 2006
Moody's January 2004 - July 2004
MMDTS January 2002 - December 2003
Value Line January 2003 - July 2003
Multex.com January 2000 - July 2001
Value Line January 1996 - July 1998
Oppenheimer & Co. 1993 - 1995
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Master of Business Administration (MBA), Finance and Economics
Binghamton University 1987 — 1992
Stuyvesant High School 1983 — 1987
Paul Olszewski, CFA's Value Line Experience February 1991 - August 1996
Job VP Senior Portfolio Manager at Key Private Bank
Industry Investment Management
Experience
Key Private Bank October 2013 - Present
Miller Gesko January 2011 - October 2013
Harold C. Brown & Co. March 2003 - December 2010
Governance Metrics International July 2002 - November 2002
Merrill Lynch Investment Managers March 1997 - July 2001
ABN AMRO Bank N.V. August 1996 - March 1997
Value Line February 1991 - August 1996
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Industry Analysis, Equity Research, Investment Strategies, Mutual Funds, Investor Relations, Fixed Income, Mergers & Acquisitions, Asset Management, Financial Modeling, Asset Managment, M&A experience, Hedge Funds, Alternative Investments, Competitive Analysis, Valuation
Education
Fordham University 1987 — 1990
BS, Finance
CFA Institute
CFA Charter
Canisius High School
Key Private Bank October 2013 - Present
Miller Gesko January 2011 - October 2013
Harold C. Brown & Co. March 2003 - December 2010
Governance Metrics International July 2002 - November 2002
Merrill Lynch Investment Managers March 1997 - July 2001
ABN AMRO Bank N.V. August 1996 - March 1997
Value Line February 1991 - August 1996
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Industry Analysis, Equity Research, Investment Strategies, Mutual Funds, Investor Relations, Fixed Income, Mergers & Acquisitions, Asset Management, Financial Modeling, Asset Managment, M&A experience, Hedge Funds, Alternative Investments, Competitive Analysis, Valuation
Education
Fordham University 1987 — 1990
BS, Finance
CFA Institute
CFA Charter
Canisius High School
Paul Travers's Value Line Experience March 1992 - August 1994
Job Vice President of Finance at Allscripts
Industry Computer Software
Experience
Allscripts May 2005 - Present
Deloitte July 1996 - May 2005
Value Line March 1992 - August 1994
Skills
Finance, Process Improvement, Financial Analysis, Strategic Planning, Financial Modeling, Cross-functional Team..., Management, Mergers & Acquisitions, Strategic Partnerships, Business Analysis
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance, Accounting
Fairfield University 1987 — 1991
BS, Finance
Allscripts May 2005 - Present
Deloitte July 1996 - May 2005
Value Line March 1992 - August 1994
Skills
Finance, Process Improvement, Financial Analysis, Strategic Planning, Financial Modeling, Cross-functional Team..., Management, Mergers & Acquisitions, Strategic Partnerships, Business Analysis
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance, Accounting
Fairfield University 1987 — 1991
BS, Finance
Max Lazard's Value Line Experience June 1984 - December 1991
Job Vice President at Wells Fargo FixedIncome Strategies
Industry Financial Services
Experience
Wells Fargo Fixed-Income Strategies September 2009 - Present
Evergreen Investments September 2001 - September 2009
Offitbank November 1993 - September 2001
Weiss Peck & Greer March 1992 - October 1993
Value Line June 1984 - December 1991
Skills
Portfolio Management, Alternative Investments, Fixed Income, Wealth Management, Mutual Funds, Series 7, Asset Allocation, Asset Managment, Equities
Education
Pace University 1980 — 1986
Wells Fargo Fixed-Income Strategies September 2009 - Present
Evergreen Investments September 2001 - September 2009
Offitbank November 1993 - September 2001
Weiss Peck & Greer March 1992 - October 1993
Value Line June 1984 - December 1991
Skills
Portfolio Management, Alternative Investments, Fixed Income, Wealth Management, Mutual Funds, Series 7, Asset Allocation, Asset Managment, Equities
Education
Pace University 1980 — 1986
Alex Silverman's Value Line Experience 1996 - 1999
Job Portfolio Manager Private Equity Fund at Special Situations Fund
Industry Investment Management
Experience
Special Situations Fund July 2011 - Present
Special Situations Fund April 2000 - Present
Value Line 1996 - 1999
Value Line 1993 - 1996
Skills
Portfolio Management, Hedge Funds, Alternative Investments, Asset Management, Due Diligence, Valuation, Capital Markets, Asset Allocation, Investment Strategies, Economics, Private Equity, Structured Finance, Private Placements, Micro-Cap, Small-cap investing, Pipe investing, Activism
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
Master of Business Administration (MBA)
Kalamazoo College 1989 — 1993
BA, Psychology
Calhoun High School 1985 — 1989
Special Situations Fund July 2011 - Present
Special Situations Fund April 2000 - Present
Value Line 1996 - 1999
Value Line 1993 - 1996
Skills
Portfolio Management, Hedge Funds, Alternative Investments, Asset Management, Due Diligence, Valuation, Capital Markets, Asset Allocation, Investment Strategies, Economics, Private Equity, Structured Finance, Private Placements, Micro-Cap, Small-cap investing, Pipe investing, Activism
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
Master of Business Administration (MBA)
Kalamazoo College 1989 — 1993
BA, Psychology
Calhoun High School 1985 — 1989
Hope Crifo, CFA's Value Line Experience 1980 - 1990
Job Vice President, Municipal Lender at Merchants Bank
Industry Financial Services
Experience
Merchants Bank March 2013 - Present
Merchants Bank March 2013 - Present
TD Bank December 2005 - February 2012
KDP Investment Advisors 1992 - 2000
13 D Research, Inc. 1984 - 1991
Value Line 1980 - 1990
Skills
Commercial Banking, Valuation, Finance, Loans, Investments, Securities
Education
Champlain College
Professional Certificate in Accounting, Governmental Accounting
City University of New York-Hunter College
BA, Political Science, Economics
Yonsei University
MA, Economics
Merchants Bank March 2013 - Present
Merchants Bank March 2013 - Present
TD Bank December 2005 - February 2012
KDP Investment Advisors 1992 - 2000
13 D Research, Inc. 1984 - 1991
Value Line 1980 - 1990
Skills
Commercial Banking, Valuation, Finance, Loans, Investments, Securities
Education
Champlain College
Professional Certificate in Accounting, Governmental Accounting
City University of New York-Hunter College
BA, Political Science, Economics
Yonsei University
MA, Economics
Edward Diosy's Value Line Experience November 2008 - March 2012
Job Art Director at Tradeweb
Industry Graphic Design
Experience
Tradeweb January 2013 - Present
Diosy Creative January 2008 - Present
Value Line November 2008 - March 2012
Marschallin+Sachs August 1999 - October 2008
Skills
Adobe Creative Suite, Marketing, Layout, Direct Mail, Email Marketing, HTML, Advertising, Logo Design, Creative Direction, Corporate Identity, Social Media
Education
Baruch College, City University of New York (CUNY)
Fashion Institute of Technology
Tradeweb January 2013 - Present
Diosy Creative January 2008 - Present
Value Line November 2008 - March 2012
Marschallin+Sachs August 1999 - October 2008
Skills
Adobe Creative Suite, Marketing, Layout, Direct Mail, Email Marketing, HTML, Advertising, Logo Design, Creative Direction, Corporate Identity, Social Media
Education
Baruch College, City University of New York (CUNY)
Fashion Institute of Technology
Michele (Gur-Arie) Dworkin's Value Line Experience March 1993 - June 1996
Job Accomplished manager with 15 years experience in sales forecasting, analysis, reporting & process improvement
Industry Cosmetics
Experience
Maybelline NY*Garnier*Essie (a division of L'Oreal USA) January 2006 - Present
L'Oréal June 2000 - Present
Maybelline NY *Garnier*Essie (a division of L'Oreal USA) June 2000 - December 2005
Marsh & McLennan June 1996 - June 2000
Value Line March 1993 - June 1996
Skills
Forecasting, Budgeting, Consumer Products, FMCG, Cosmetics, Beauty, Sales Operations, P&L Management, Sales Support, Business Planning, Budget Management, Multitasker, Critical Thinking, Creative Problem Solving, Teamwork
Education
LIU Post 1991 — 1992
MBA, Finance
State University of New York College at Plattsburgh 1989 — 1991
BS, Management
State University of New York at Cobleskill 1987 — 1989
AA, Humanities
Maybelline NY*Garnier*Essie (a division of L'Oreal USA) January 2006 - Present
L'Oréal June 2000 - Present
Maybelline NY *Garnier*Essie (a division of L'Oreal USA) June 2000 - December 2005
Marsh & McLennan June 1996 - June 2000
Value Line March 1993 - June 1996
Skills
Forecasting, Budgeting, Consumer Products, FMCG, Cosmetics, Beauty, Sales Operations, P&L Management, Sales Support, Business Planning, Budget Management, Multitasker, Critical Thinking, Creative Problem Solving, Teamwork
Education
LIU Post 1991 — 1992
MBA, Finance
State University of New York College at Plattsburgh 1989 — 1991
BS, Management
State University of New York at Cobleskill 1987 — 1989
AA, Humanities
Tom Bacon's Value Line Experience 1991 - 1994
Job Loan Officer at WCS Lending
Industry Investment Management
Experience
WCS Lending April 2013 - Present
Auriga USA, LLC January 2012 - June 2012
CJS Securities May 2008 - May 2011
Lehman Brothers July 2002 - November 2007
Metzler 1999 - 2001
ABSA Securities May 1996 - November 1999
Saicor Securities May 1994 - May 1996
Value Line 1991 - 1994
Skills
Equities, Economics, Capital Markets, Bloomberg, Equity Research, Securities, Hedge Funds, Valuation, M&A experience, Asset Management, Fixed Income, Investments, Investment Banking, Portfolio Management, Series 7, Equity Valuation, Financial Modeling, Investment Strategies, Bonds, Mergers & Acquisitions, Finance, Financial Analysis, Alternative Investments
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance
College of the Holy Cross 1981 — 1985
BA, Economics
Brunswick School
Greenwich High School
WCS Lending April 2013 - Present
Auriga USA, LLC January 2012 - June 2012
CJS Securities May 2008 - May 2011
Lehman Brothers July 2002 - November 2007
Metzler 1999 - 2001
ABSA Securities May 1996 - November 1999
Saicor Securities May 1994 - May 1996
Value Line 1991 - 1994
Skills
Equities, Economics, Capital Markets, Bloomberg, Equity Research, Securities, Hedge Funds, Valuation, M&A experience, Asset Management, Fixed Income, Investments, Investment Banking, Portfolio Management, Series 7, Equity Valuation, Financial Modeling, Investment Strategies, Bonds, Mergers & Acquisitions, Finance, Financial Analysis, Alternative Investments
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance
College of the Holy Cross 1981 — 1985
BA, Economics
Brunswick School
Greenwich High School
Tom Mulle's Value Line Experience August 1993 - October 1996
Job CFA
Industry Investment Management
Experience
Pierian Funds May 2011 - Present
Jefferies LLC August 2006 - April 2011
Fred Alger Management February 2005 - July 2006
Alkeon Capital Management January 2002 - February 2005
CIBC Oppenheimer October 1996 - December 2001
Value Line August 1993 - October 1996
Skills
Alternative Investments, Hedge Funds, Equities, Asset Allocation, Equity Research, Asset Managment, Fund Of Funds, Private Equity, Portfolio Management, Trading, Capital Markets, Bloomberg, Investments, Financial Markets, Venture Capital, Fixed Income, Asset Management, Investment Management, Equity Valuation
Education
New York University - Leonard N. Stern School of Business
MBA - Concentration in Finance and Accounting
Lehigh University 1989 — 1993
BS Finance
Pierian Funds May 2011 - Present
Jefferies LLC August 2006 - April 2011
Fred Alger Management February 2005 - July 2006
Alkeon Capital Management January 2002 - February 2005
CIBC Oppenheimer October 1996 - December 2001
Value Line August 1993 - October 1996
Skills
Alternative Investments, Hedge Funds, Equities, Asset Allocation, Equity Research, Asset Managment, Fund Of Funds, Private Equity, Portfolio Management, Trading, Capital Markets, Bloomberg, Investments, Financial Markets, Venture Capital, Fixed Income, Asset Management, Investment Management, Equity Valuation
Education
New York University - Leonard N. Stern School of Business
MBA - Concentration in Finance and Accounting
Lehigh University 1989 — 1993
BS Finance
Eric Lusk's Value Line Experience August 1993 - March 1995
Job Wealth Manager at Dow Wealth Management LLC
Industry Financial Services
Experience
Dow Wealth Management LLC October 2014 - Present
Cumberland County Republican Committee 2009 - Present
Harborview Investments November 2002 - September 2014
Morgan Stanley 1997 - 2002
Value Line August 1993 - March 1995
Value Line Publishing, Inc 1993 - 1995
Skills
Investments, Leadership, Securities, Event Planning, Series 7, Retirement, Social Media, Team Building, Public Speaking, Asset Allocation, Equities, Alternative Investments, Disability Insurance, Asset Managment, Customer Service, Mutual Funds, Account Management, Marketing
Education
Georgetown University 1985 — 1988
BA, Economics, CAS 1988
Dow Wealth Management LLC October 2014 - Present
Cumberland County Republican Committee 2009 - Present
Harborview Investments November 2002 - September 2014
Morgan Stanley 1997 - 2002
Value Line August 1993 - March 1995
Value Line Publishing, Inc 1993 - 1995
Skills
Investments, Leadership, Securities, Event Planning, Series 7, Retirement, Social Media, Team Building, Public Speaking, Asset Allocation, Equities, Alternative Investments, Disability Insurance, Asset Managment, Customer Service, Mutual Funds, Account Management, Marketing
Education
Georgetown University 1985 — 1988
BA, Economics, CAS 1988
Stu Novick, CFA's Value Line Experience 1989 - 1992
Job Senior Equity Analyst at Invesco US
Industry Investment Banking
Experience
Invesco US March 2014 - Present
Bloomberg LP October 2013 - March 2014
Debtwire Analytics (division of Financial Times Group) December 2012 - October 2013
Xtract Research LLC (division of Financial Times Group) February 2012 - December 2012
Citigroup 1994 - February 2012
Hartford Steam Boiler (a division of Munich Re) 1993 - 1994
Thomas James Associates 1992 - 1993
Value Line 1989 - 1992
TIAA-CREF 1987 - 1988
Skills
Credit Analysis, Equity Research, Institutional Marketing, Convertible Bonds, Convertible Arbitrage, Report Writing, Presentation Development, Financial Analysis, Distressed Debt, High Yield, Options, CDS, Recruiting, Mentoring, Investments, Covenants, Covenant Compliance, Equities, Hedge Funds, Investment Banking, Capital Markets, Asset Management, Special Situations, Fixed Income, Bonds, Alternative Investments, Strategy, Valuation, Risk Management, Investor Relations, Mutual Funds, Capital Structure, Investment Management, Bloomberg, Credit, Financial Risk, Derivatives, Structured Products, Emerging Markets, Equity Derivatives, Credit Derivatives, Private Equity, Leveraged Finance, Structured Finance, Equity Valuation, Financial Markets, Equity Trading, LBO
Education
Columbia Business School 1988 — 1989
MBA, Finance/Int'l Business
State University of New York at Albany 1981 — 1985
BS, Business Administration/Psychology
Invesco US March 2014 - Present
Bloomberg LP October 2013 - March 2014
Debtwire Analytics (division of Financial Times Group) December 2012 - October 2013
Xtract Research LLC (division of Financial Times Group) February 2012 - December 2012
Citigroup 1994 - February 2012
Hartford Steam Boiler (a division of Munich Re) 1993 - 1994
Thomas James Associates 1992 - 1993
Value Line 1989 - 1992
TIAA-CREF 1987 - 1988
Skills
Credit Analysis, Equity Research, Institutional Marketing, Convertible Bonds, Convertible Arbitrage, Report Writing, Presentation Development, Financial Analysis, Distressed Debt, High Yield, Options, CDS, Recruiting, Mentoring, Investments, Covenants, Covenant Compliance, Equities, Hedge Funds, Investment Banking, Capital Markets, Asset Management, Special Situations, Fixed Income, Bonds, Alternative Investments, Strategy, Valuation, Risk Management, Investor Relations, Mutual Funds, Capital Structure, Investment Management, Bloomberg, Credit, Financial Risk, Derivatives, Structured Products, Emerging Markets, Equity Derivatives, Credit Derivatives, Private Equity, Leveraged Finance, Structured Finance, Equity Valuation, Financial Markets, Equity Trading, LBO
Education
Columbia Business School 1988 — 1989
MBA, Finance/Int'l Business
State University of New York at Albany 1981 — 1985
BS, Business Administration/Psychology
Todd Schwartzman, CFA's Value Line Experience November 1996 - July 2001
Job VP, Senior Supervisory Analyst, Research and Compliance at Ladenburg Thalmann & Co. Inc.
Industry Financial Services
Experience
Ladenburg Thalmann & Co. Inc. June 2015 - Present
Sidoti & Company, LLC December 2002 - June 2015
Cathay Financial July 2001 - May 2002
Value Line November 1996 - July 2001
Skills
Equities, Equity Research, Series 7, Bloomberg, Securities, Series 16, CFA charter, Financial Modeling, Capital Markets, Valuation, Financial Analysis, Portfolio Management, Asset Management, Regulatory Compliance, Editing, Equity Valuation, Fixed Income, Investments
Education
Fordham Gabelli School of Business
MBA, Finance
Syracuse University - S.I. Newhouse School of Public Communications
BS, Public Relations
Ladenburg Thalmann & Co. Inc. June 2015 - Present
Sidoti & Company, LLC December 2002 - June 2015
Cathay Financial July 2001 - May 2002
Value Line November 1996 - July 2001
Skills
Equities, Equity Research, Series 7, Bloomberg, Securities, Series 16, CFA charter, Financial Modeling, Capital Markets, Valuation, Financial Analysis, Portfolio Management, Asset Management, Regulatory Compliance, Editing, Equity Valuation, Fixed Income, Investments
Education
Fordham Gabelli School of Business
MBA, Finance
Syracuse University - S.I. Newhouse School of Public Communications
BS, Public Relations
Ron Romaine's Value Line Experience December 1996 - Present
Job analyst at Value Line
Industry Investment Management
Experience
Value Line December 1996 - Present
Skills
Equity Research, Equities, Valuation, Fixed Income, Financial Analysis, Investments, Portfolio Management, Equity Valuation, Asset Managment, Capital Markets, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Securities, Financial Markets, Investment Banking
Education
Columbia University - Columbia Business School 1972 — 1973
MBA
Yale University 1962 — 1966
BA, French
Phillips Exeter Academy
Value Line December 1996 - Present
Skills
Equity Research, Equities, Valuation, Fixed Income, Financial Analysis, Investments, Portfolio Management, Equity Valuation, Asset Managment, Capital Markets, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Securities, Financial Markets, Investment Banking
Education
Columbia University - Columbia Business School 1972 — 1973
MBA
Yale University 1962 — 1966
BA, French
Phillips Exeter Academy
John Mousseau's Value Line Experience 1980 - 1981
Job Executive Vice President, Director of Fixed Income, Portfolio Manager
Industry Investment Management
Experience
Cumberland Advisors October 2000 - Present
Lord Abbett June 1993 - June 2000
E.F. Hutton & Co. 1981 - 1987
Value Line 1980 - 1981
Education
Brown University 1979 — 1980
Master of Arts (M.A.), Economics
Georgetown University 1974 — 1978
A.B., Economics
Cumberland Advisors October 2000 - Present
Lord Abbett June 1993 - June 2000
E.F. Hutton & Co. 1981 - 1987
Value Line 1980 - 1981
Education
Brown University 1979 — 1980
Master of Arts (M.A.), Economics
Georgetown University 1974 — 1978
A.B., Economics
Deborah Fung's Value Line Experience April 1998 - September 2007
Job Vice President at Citi
Industry Financial Services
Experience
Citi September 2007 - Present
Value Line April 1998 - September 2007
Value Line July 1996 - April 1998
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
Binghamton University 1992 — 1996
BA, Economics
Citi September 2007 - Present
Value Line April 1998 - September 2007
Value Line July 1996 - April 1998
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
Binghamton University 1992 — 1996
BA, Economics
Phil Orlando's Value Line Experience 1995 - 2003
Job Chief Equity Market Strategist at Federated Investors
Industry Financial Services
Experience
Federated Investors July 2006 - Present
Value Line Asset Management November 1995 - March 2003
Value Line 1995 - 2003
Skills
Equities, Investments, Asset Management, Alternative Investments, Equity Research, Asset Allocation, Hedge Funds, Fixed Income, Investment Strategies, Mutual Funds, Portfolio Management, Bloomberg, Capital Markets, Securities, Series 7
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA -- Economics
HCHS
NYU
Federated Investors July 2006 - Present
Value Line Asset Management November 1995 - March 2003
Value Line 1995 - 2003
Skills
Equities, Investments, Asset Management, Alternative Investments, Equity Research, Asset Allocation, Hedge Funds, Fixed Income, Investment Strategies, Mutual Funds, Portfolio Management, Bloomberg, Capital Markets, Securities, Series 7
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA -- Economics
HCHS
NYU
Nick Primavera's Value Line Experience 1995 - 1999
Job Senior Vice President at Capital One Leveraged Finance
Industry Financial Services
Experience
Capital One Leveraged Finance 2004 - Present
Bank of Scotland 2003 - 2004
Bank of Nova Scotia 1999 - 2003
Value Line 1995 - 1999
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA
Columbia University in the City of New York 1988 — 1992
BA
Chaminade High School 1984 — 1988
Capital One Leveraged Finance 2004 - Present
Bank of Scotland 2003 - 2004
Bank of Nova Scotia 1999 - 2003
Value Line 1995 - 1999
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA
Columbia University in the City of New York 1988 — 1992
BA
Chaminade High School 1984 — 1988
Elizabeth T. Denlea's Value Line Experience November 1995 - March 1997
Job Manager Human Resources at Ausco, Inc.
Industry Human Resources
Experience
Ausco, Inc. July 2013 - Present
Certified Laboratories Inc. March 2011 - June 2013
Spellman High Voltage July 2010 - January 2011
Consultant January 2009 - August 2010
Rockwell Automation July 2001 - October 2008
GenMech Aerospace April 1998 - July 2001
Cedar Graphics April 1997 - December 1997
Linotype Hell November 1995 - March 1997
Value Line November 1995 - March 1997
NaBANCO (National Bancard Corp) August 1983 - December 1993
Skills
Employee Relations, Organizational..., Employment Law, Employee Benefits, Business Strategy, Talent Acquisition, Leadership, Succession Planning, Labor Relations, Management, Deferred Compensation, Talent Management, Human Resources, Performance Management, HRIS, Employee Engagement, Workforce Planning, New Hire Orientations, Benefits Administration, Onboarding, Interviews, Applicant Tracking..., Personnel Management, Leadership Development, Recruiting, College Recruiting, HR Policies, Compensation & Benefit, FMLA, Employee Handbooks, Employer Branding, Temporary Placement, Job Descriptions, Employee Training, Organizational..., Career Development, Technical Recruiting, HR Consulting, Internet Recruiting, PeopleSoft, Sourcing, Hiring, Resume Writing, Job Fairs, Conflict Resolution, Screening, Executive Search, Benefits Negotiation, Career Counseling, Staffing Services
Education
Adelphi University 1977 — 1979
MBA, Business Management
Dowling College 1970 — 1974
BA, Social Science / Secondary Education
Ausco, Inc. July 2013 - Present
Certified Laboratories Inc. March 2011 - June 2013
Spellman High Voltage July 2010 - January 2011
Consultant January 2009 - August 2010
Rockwell Automation July 2001 - October 2008
GenMech Aerospace April 1998 - July 2001
Cedar Graphics April 1997 - December 1997
Linotype Hell November 1995 - March 1997
Value Line November 1995 - March 1997
NaBANCO (National Bancard Corp) August 1983 - December 1993
Skills
Employee Relations, Organizational..., Employment Law, Employee Benefits, Business Strategy, Talent Acquisition, Leadership, Succession Planning, Labor Relations, Management, Deferred Compensation, Talent Management, Human Resources, Performance Management, HRIS, Employee Engagement, Workforce Planning, New Hire Orientations, Benefits Administration, Onboarding, Interviews, Applicant Tracking..., Personnel Management, Leadership Development, Recruiting, College Recruiting, HR Policies, Compensation & Benefit, FMLA, Employee Handbooks, Employer Branding, Temporary Placement, Job Descriptions, Employee Training, Organizational..., Career Development, Technical Recruiting, HR Consulting, Internet Recruiting, PeopleSoft, Sourcing, Hiring, Resume Writing, Job Fairs, Conflict Resolution, Screening, Executive Search, Benefits Negotiation, Career Counseling, Staffing Services
Education
Adelphi University 1977 — 1979
MBA, Business Management
Dowling College 1970 — 1974
BA, Social Science / Secondary Education
Peter Schweitzer's Value Line Experience May 1997 - March 1998
Job Client Services Analyst at Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC August 2010 - Present
Horizon Kinetics LLC April 2008 - August 2010
Horizon Kinetics LLC March 2004 - May 2008
Gamco Investors (Gabelli & Company) April 1998 - September 2001
Value Line May 1997 - March 1998
Skills
Asset Management, Alternative Investments, Investments, Customer Service, Finance, Equities, Capital Markets, Bloomberg, Hedge Funds, Microsoft Excel, Asset Allocation, Series 7, Securities, Derivatives, Bloomberg Terminal, Portfolio Management, Mutual Funds, Valuation, Microsoft Office, Investment Advisory, Financial Services, FINRA, Financial Analysis, Asset Managment, Fixed Income, Trading, Equity Trading, Bonds, Wealth Management, Options, Investment Strategies, Private Equity, Financial Markets
Education
Fairfield University 1992 — 1997
BS, Finance, Magna Cum Laude, 3.93 Major, 3.78 Overall
John F. Kennedy High School
Horizon Kinetics LLC August 2010 - Present
Horizon Kinetics LLC April 2008 - August 2010
Horizon Kinetics LLC March 2004 - May 2008
Gamco Investors (Gabelli & Company) April 1998 - September 2001
Value Line May 1997 - March 1998
Skills
Asset Management, Alternative Investments, Investments, Customer Service, Finance, Equities, Capital Markets, Bloomberg, Hedge Funds, Microsoft Excel, Asset Allocation, Series 7, Securities, Derivatives, Bloomberg Terminal, Portfolio Management, Mutual Funds, Valuation, Microsoft Office, Investment Advisory, Financial Services, FINRA, Financial Analysis, Asset Managment, Fixed Income, Trading, Equity Trading, Bonds, Wealth Management, Options, Investment Strategies, Private Equity, Financial Markets
Education
Fairfield University 1992 — 1997
BS, Finance, Magna Cum Laude, 3.93 Major, 3.78 Overall
John F. Kennedy High School
Daniel Duane's Value Line Experience 1978 - 1984
Job President at L D Capital
Industry Investment Management
Experience
L D Capital writerwww.practicalstockinvesting.com2009 - Present
Rutgers Business School 2007 - 2008
Jennison Associates 2000 - 2006
Prudential Financial 1990 - 2000
First Investors Corporation 1984 - 1990
College Retirement Equity Fund 1984 - 1986
Value Line 1978 - 1984
US Army 1968 - 1972
Skills
Equities, Investments, Alternative Investments, Portfolio Management, Valuation, Financial Modeling, Social Media, Competitive Analysis, Asset Managment, Financial Analysis, Mutual Funds, Fundraising, Strategic Planning, New Business Development, Mergers & Acquisitions, Asset Management, Management, Equity Research, Hedge Funds, Fixed Income, Securities, Private Equity
Education
New York University - Leonard N. Stern School of Business 1979 — 1982
MBA, finance, investments
Yale University 1972 — 1978
PhD, Philosophy
University of Tübingen 1973 — 1974
philosophy
Boston College 1964 — 1968
AB, math, philosophy
L D Capital writerwww.practicalstockinvesting.com2009 - Present
Rutgers Business School 2007 - 2008
Jennison Associates 2000 - 2006
Prudential Financial 1990 - 2000
First Investors Corporation 1984 - 1990
College Retirement Equity Fund 1984 - 1986
Value Line 1978 - 1984
US Army 1968 - 1972
Skills
Equities, Investments, Alternative Investments, Portfolio Management, Valuation, Financial Modeling, Social Media, Competitive Analysis, Asset Managment, Financial Analysis, Mutual Funds, Fundraising, Strategic Planning, New Business Development, Mergers & Acquisitions, Asset Management, Management, Equity Research, Hedge Funds, Fixed Income, Securities, Private Equity
Education
New York University - Leonard N. Stern School of Business 1979 — 1982
MBA, finance, investments
Yale University 1972 — 1978
PhD, Philosophy
University of Tübingen 1973 — 1974
philosophy
Boston College 1964 — 1968
AB, math, philosophy
Jean-Philippe (JP) Garcy's Value Line Experience May 1990 - September 1992
Job at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Merrill Lynch Global Wealth Management March 2010 - October 2012
HomeShop Technologies, Inc. 2008 - 2009
CBD Inc. October 2005 - July 2007
KEA Capital, Inc. 1994 - 2004
Value Line May 1990 - September 1992
Skills
Investment Strategies, Alternative Investments, Series 7, Investment Banking, Mutual Funds, Strategic Financial..., Fixed Income, Corporate Development, Emerging Markets, Strategic Planning, Public Speaking, Venture Capital, Investment Advisory, Capital Markets, Asset Managment, Retirement Planning, Trading, Wealth Management, Finance, Strategy, Asset Management, Investments, Portfolio Management, Securities, Asset Allocation
Education
Harvard University
Bachelor of Arts (BA)
St. Francis Preparatory
Merrill Lynch Global Wealth Management March 2010 - October 2012
HomeShop Technologies, Inc. 2008 - 2009
CBD Inc. October 2005 - July 2007
KEA Capital, Inc. 1994 - 2004
Value Line May 1990 - September 1992
Skills
Investment Strategies, Alternative Investments, Series 7, Investment Banking, Mutual Funds, Strategic Financial..., Fixed Income, Corporate Development, Emerging Markets, Strategic Planning, Public Speaking, Venture Capital, Investment Advisory, Capital Markets, Asset Managment, Retirement Planning, Trading, Wealth Management, Finance, Strategy, Asset Management, Investments, Portfolio Management, Securities, Asset Allocation
Education
Harvard University
Bachelor of Arts (BA)
St. Francis Preparatory
Peter Sidoti's Value Line Experience 1979 - 1985
Job CEO at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC CEOSidoti & Company, LLC1999 - 2009
Schroders 1997 - 1999
NatWest Markets 1990 - 1997
Drexel Burnham Lambert 1985 - 1990
Value Line 1979 - 1985
Education
New York University - Leonard N. Stern School of Business 1978 — 1979
MBA, Finance
New York University 1975 — 1978
BS, Accounting
Chaminade High School 1971 — 1975
Sidoti & Company, LLC CEOSidoti & Company, LLC1999 - 2009
Schroders 1997 - 1999
NatWest Markets 1990 - 1997
Drexel Burnham Lambert 1985 - 1990
Value Line 1979 - 1985
Education
New York University - Leonard N. Stern School of Business 1978 — 1979
MBA, Finance
New York University 1975 — 1978
BS, Accounting
Chaminade High School 1971 — 1975
Margo Boegel's Value Line Experience 1993 - 1996
Job Vice President at The Bank of New York Mellon
Industry Information Technology and Services
Experience
The Bank of New York Mellon September 2010 - Present
MDSL March 2009 - August 2010
JPMorgan Chase 2003 - December 2008
Lehman Brothers 1999 - 2002
ILX Systems, Inc. 1996 - 1999
Value Line 1993 - 1996
Skills
Financial Services, Market Data, Inventory Management, Equities, Bloomberg, Trading Systems, Financial Markets, Mutual Funds, Procurement, Vendor Management, Business Analysis
Education
Iona College
BA, Economics
The Bank of New York Mellon September 2010 - Present
MDSL March 2009 - August 2010
JPMorgan Chase 2003 - December 2008
Lehman Brothers 1999 - 2002
ILX Systems, Inc. 1996 - 1999
Value Line 1993 - 1996
Skills
Financial Services, Market Data, Inventory Management, Equities, Bloomberg, Trading Systems, Financial Markets, Mutual Funds, Procurement, Vendor Management, Business Analysis
Education
Iona College
BA, Economics
Frank Cioffi, CFA's Value Line Experience August 1996 - February 1998
Job Technology Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors September 2005 - Present
Principal Global Investors December 1999 - October 2004
Skandia Asset Management February 1998 - December 1999
Value Line August 1996 - February 1998
Skills
Equity Research
Education
Hofstra University 1989 — 1993
BBA, Finance
St Francis Prep High School 1985 — 1989
Principal Global Investors September 2005 - Present
Principal Global Investors December 1999 - October 2004
Skandia Asset Management February 1998 - December 1999
Value Line August 1996 - February 1998
Skills
Equity Research
Education
Hofstra University 1989 — 1993
BBA, Finance
St Francis Prep High School 1985 — 1989
Karim McLean's Value Line Experience June 1993 - July 1998
Job Senior Vice President, Corporate Banking at Lloyds Banking Group
Industry Banking
Experience
Lloyds Banking Group September 2009 - Present
Bank of Scotland January 2009 - Present
BoS (USA) Inc November 2007 - January 2009
Bank of Scotland August 2004 - November 2007
Bank of Scotland December 2001 - August 2004
Bank of Scotland July 1998 - December 2001
Value Line June 1993 - July 1998
Education
City University of New York-Herbert H. Lehman College 1989 — 1993
BS, Accounting
Lloyds Banking Group September 2009 - Present
Bank of Scotland January 2009 - Present
BoS (USA) Inc November 2007 - January 2009
Bank of Scotland August 2004 - November 2007
Bank of Scotland December 2001 - August 2004
Bank of Scotland July 1998 - December 2001
Value Line June 1993 - July 1998
Education
City University of New York-Herbert H. Lehman College 1989 — 1993
BS, Accounting
Kathleen Bramlage's Value Line Experience May 2005 - November 2009
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
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
Cliff Storms's Value Line Experience 1982 - 1984
Job Investment Professional/Portfolio Manager
Industry Investment Management
Experience
Advisor June 2009 - Present
Rorer Asset Management June 1990 - June 2009
Rorer Asset management 1990 - 2009
Kaplan Smith and Assoc. 1986 - 1987
Value Line 1982 - 1984
Skills
Asset Allocation
Education
University of North Carolina at Chapel Hill 1984 — 1986
mba, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1986
mba, business
Dickinson College 1978 — 1982
ba, english
Edgemont High School 1975 — 1977
High School
Advisor June 2009 - Present
Rorer Asset Management June 1990 - June 2009
Rorer Asset management 1990 - 2009
Kaplan Smith and Assoc. 1986 - 1987
Value Line 1982 - 1984
Skills
Asset Allocation
Education
University of North Carolina at Chapel Hill 1984 — 1986
mba, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1986
mba, business
Dickinson College 1978 — 1982
ba, english
Edgemont High School 1975 — 1977
High School
Christopher Coyle, CFA's Value Line Experience 1998 - 2000
Job Senior Investment Officer
Industry Investment Management
Experience
Idaho Trust Bank July 2014 - Present
Solaris Asset Management June 2011 - April 2014
Solaris Asset Management April 2004 - June 2011
Credit Suisse 2000 - 2004
Value Line 1998 - 2000
Value Line 1996 - 1998
Bank One 1993 - 1995
Skills
Portfolio Management, Asset Management, Wealth Management, Equities, Credit, Hedge Funds, Investments, Bloomberg, Equity Research, Fixed Income, Asset Allocation, Capital Markets, Securities
Education
Denison University 1989 — 1993
Bachelor of Arts (B.A.)
Idaho Trust Bank July 2014 - Present
Solaris Asset Management June 2011 - April 2014
Solaris Asset Management April 2004 - June 2011
Credit Suisse 2000 - 2004
Value Line 1998 - 2000
Value Line 1996 - 1998
Bank One 1993 - 1995
Skills
Portfolio Management, Asset Management, Wealth Management, Equities, Credit, Hedge Funds, Investments, Bloomberg, Equity Research, Fixed Income, Asset Allocation, Capital Markets, Securities
Education
Denison University 1989 — 1993
Bachelor of Arts (B.A.)
Michael Coady, CFA, PMP's Value Line Experience April 1996 - September 1998
Job Financial Analyst/Program Manager
Industry Financial Services
Experience
Interactive Technologies Group March 2009 - March 2012
B. Riley & Co. October 2004 - November 2008
Sidoti & Company, LLC March 1999 - September 2004
Schroder & Co. September 1998 - February 1999
Value Line April 1996 - September 1998
Skills
Financial Modeling, Equity Research, Equities, Investments, Strategic Planning, Valuation, Excel, PowerPoint, Financial Reporting, Financial Analysis, Bloomberg, Business Strategy, Customer Relations, Securities, Corporate Finance, Program Budgeting, Corporate Budgeting, Access, Project Management
Education
Miami University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Interactive Technologies Group March 2009 - March 2012
B. Riley & Co. October 2004 - November 2008
Sidoti & Company, LLC March 1999 - September 2004
Schroder & Co. September 1998 - February 1999
Value Line April 1996 - September 1998
Skills
Financial Modeling, Equity Research, Equities, Investments, Strategic Planning, Valuation, Excel, PowerPoint, Financial Reporting, Financial Analysis, Bloomberg, Business Strategy, Customer Relations, Securities, Corporate Finance, Program Budgeting, Corporate Budgeting, Access, Project Management
Education
Miami University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Daniel Tomchesin's Value Line Experience February 2008 - August 2008
Job Consultant, Ethics and Compliance
Industry Financial Services
Experience
PwC March 2015 - August 2015
UBS November 2014 - January 2015
BlackRock March 2014 - May 2014
Dealogic April 2012 - July 2013
H&R Block December 2010 - December 2012
Project Hospitality June 2011 - January 2012
Value Line February 2008 - August 2008
Joseph Gunnar June 2007 - December 2007
Skills
Analysis, Microsoft Excel, Bloomberg, Research, Equities, Economics, Finance, Econometrics, Series 7, Financial Modeling, Tax, Financial Analysis, Financial Reporting, PowerPoint, Valuation, Capital Markets, Income Tax, Tax Preparation, Equity Research, Financial Statement..., Bloomberg Terminal, Mathematical Economics, Dodd-Frank, Microsoft Word, Microsoft Office, Investments, Equity Re, Compliance, Visio, V Lookups, MS Excel Pivot Tables, Client Service Oriented, FINRA, Fin, Fixed Income, Fixed Income Analysis, Equity Research Analysis, Managerial Finance, Leadership, Investment Banking, Data Analysis, Statistics, Risk Management, Portfolio Management, Equity Derivatives, Futures, Corporate Finance, Tax Research, Financial Services, Customer Service
Education
City University of New York-College of Staten Island
Bachelors of Science Degree, Economics Finance Concentration
PwC March 2015 - August 2015
UBS November 2014 - January 2015
BlackRock March 2014 - May 2014
Dealogic April 2012 - July 2013
H&R Block December 2010 - December 2012
Project Hospitality June 2011 - January 2012
Value Line February 2008 - August 2008
Joseph Gunnar June 2007 - December 2007
Skills
Analysis, Microsoft Excel, Bloomberg, Research, Equities, Economics, Finance, Econometrics, Series 7, Financial Modeling, Tax, Financial Analysis, Financial Reporting, PowerPoint, Valuation, Capital Markets, Income Tax, Tax Preparation, Equity Research, Financial Statement..., Bloomberg Terminal, Mathematical Economics, Dodd-Frank, Microsoft Word, Microsoft Office, Investments, Equity Re, Compliance, Visio, V Lookups, MS Excel Pivot Tables, Client Service Oriented, FINRA, Fin, Fixed Income, Fixed Income Analysis, Equity Research Analysis, Managerial Finance, Leadership, Investment Banking, Data Analysis, Statistics, Risk Management, Portfolio Management, Equity Derivatives, Futures, Corporate Finance, Tax Research, Financial Services, Customer Service
Education
City University of New York-College of Staten Island
Bachelors of Science Degree, Economics Finance Concentration
Mel Wolinsky's Value Line Experience April 2007 - November 2010
Job Independent Research
Industry Information Technology and Services
Experience
. January 2011 - August 2015
Value Line April 2007 - November 2010
New York Mercantile Exchange 1989 - 2004
ZYNCON 1988 - 1989
NASDAQ February 1987 - February 1988
Barclays Bank, N.A. 1984 - 1986
Consortium Communications, Inc. 1982 - 1984
Eastern States Bankcard Association (ESBA) February 1981 - May 1982
Securities Industries Automation Corporation (SIAC) May 1979 - February 1981
Reflectone February 1978 - May 1979
Skills
SQL Server, C#, .NET, SQL, Programming, C++, C, Visual Studio, XML, HTML, T-SQL, COBOL, JavaScript, Java, Access, XP, Excel, Word, MySQL, Databases, TFS, ADO.NET, DB2, Microsoft Word, Microsoft Excel, Microsoft SQL Server, SDLC, Software Development, SharePoint, ASP.NET, Testing, Windows, WPF, Design Patterns, jQuery, WCF, Web Services, Agile Methodologies, WinForms, Requirements Analysis, Integration, Disaster Recovery, Business Intelligence
Education
City University of New York-Brooklyn College 1971 — 1976
B.S., Math, Information Science
. January 2011 - August 2015
Value Line April 2007 - November 2010
New York Mercantile Exchange 1989 - 2004
ZYNCON 1988 - 1989
NASDAQ February 1987 - February 1988
Barclays Bank, N.A. 1984 - 1986
Consortium Communications, Inc. 1982 - 1984
Eastern States Bankcard Association (ESBA) February 1981 - May 1982
Securities Industries Automation Corporation (SIAC) May 1979 - February 1981
Reflectone February 1978 - May 1979
Skills
SQL Server, C#, .NET, SQL, Programming, C++, C, Visual Studio, XML, HTML, T-SQL, COBOL, JavaScript, Java, Access, XP, Excel, Word, MySQL, Databases, TFS, ADO.NET, DB2, Microsoft Word, Microsoft Excel, Microsoft SQL Server, SDLC, Software Development, SharePoint, ASP.NET, Testing, Windows, WPF, Design Patterns, jQuery, WCF, Web Services, Agile Methodologies, WinForms, Requirements Analysis, Integration, Disaster Recovery, Business Intelligence
Education
City University of New York-Brooklyn College 1971 — 1976
B.S., Math, Information Science
William Kuo, CFA's Value Line Experience October 2007 - December 2009
Job Vice President, REIT Research at Cowen
Industry Financial Services
Experience
Cowen and Company December 2009 - Present
Value Line October 2007 - December 2009
Skills
Equities, Asset Management, Financial Modeling, Microsoft Office, Finance, Equity Research, Equity Valuation, Financial Analysis, Securities, Investments, Financial Markets, Valuation, Bloomberg, Capital Markets, Microsoft Word, Portfolio Management
Education
Cornell University
Cowen and Company December 2009 - Present
Value Line October 2007 - December 2009
Skills
Equities, Asset Management, Financial Modeling, Microsoft Office, Finance, Equity Research, Equity Valuation, Financial Analysis, Securities, Investments, Financial Markets, Valuation, Bloomberg, Capital Markets, Microsoft Word, Portfolio Management
Education
Cornell University
Jonathan Foltz's Value Line Experience 1985 - 1987
Job President of InrexTest, Inc.
Industry Pharmaceuticals
Experience
InrexTest, Inc. February 2011 - Present
InterNat Health Care Services, LLC April 2012 - Present
Os Technology, LLC June 2002 - Present
Jonathan Foltz, LLC September 2001 - Present
Delcath Systems, Inc. June 2006 - January 2010
Venkol Ventures 1989 - 1992
Nicholas, Lawrance & Company 1987 - 1988
Value Line 1985 - 1987
Heller Financial 1984 - 1985
Skills
Corporate Finance, Collections, Company Turnaround, Regulatory Affairs, Clinical Research, FDA, Biotechnology, Pharmaceutical Industry, Clinical Trials, Oncology, Executive Management, Business Development, Product Development, Strategic Planning, Project Management, Mergers, Market Research, Medical Devices
Education
The University of Connecticut School of Business 1996 — 1998
Executive MBA, International Business
Lehigh University - College of Business and Economics 1979 — 1983
BS, Business & Computer Science
InrexTest, Inc. February 2011 - Present
InterNat Health Care Services, LLC April 2012 - Present
Os Technology, LLC June 2002 - Present
Jonathan Foltz, LLC September 2001 - Present
Delcath Systems, Inc. June 2006 - January 2010
Venkol Ventures 1989 - 1992
Nicholas, Lawrance & Company 1987 - 1988
Value Line 1985 - 1987
Heller Financial 1984 - 1985
Skills
Corporate Finance, Collections, Company Turnaround, Regulatory Affairs, Clinical Research, FDA, Biotechnology, Pharmaceutical Industry, Clinical Trials, Oncology, Executive Management, Business Development, Product Development, Strategic Planning, Project Management, Mergers, Market Research, Medical Devices
Education
The University of Connecticut School of Business 1996 — 1998
Executive MBA, International Business
Lehigh University - College of Business and Economics 1979 — 1983
BS, Business & Computer Science
Michael Shea, CFA's Value Line Experience September 2008 - March 2010
Job Analyst at Folger Hill Asset Management
Industry Financial Services
Experience
Folger Hill Asset Management April 2015 - Present
Midsummer Capital March 2012 - April 2015
Cowen and Company April 2010 - March 2012
Value Line September 2008 - March 2010
Education
Colgate University 2004 — 2008
BA, Political Science
Folger Hill Asset Management April 2015 - Present
Midsummer Capital March 2012 - April 2015
Cowen and Company April 2010 - March 2012
Value Line September 2008 - March 2010
Education
Colgate University 2004 — 2008
BA, Political Science
Sahana Zutshi's Value Line Experience February 2010 - September 2012
Job Financial Crimes and Regulatory Assurance Analyst at HSBC
Industry International Affairs
Experience
HSBC May 2015 - Present
HSBC February 2014 - May 2015
Value Line February 2010 - September 2012
Infilco Degremont July 2009 - November 2009
Skills
Strategic Planning, Business Analysis, Microsoft Excel, Business Process, Project Management, Microsoft Office, Risk Management, Financial Analysis, Business Strategy, Business Development, Gender Mainstreaming, International Research, Development Coordination, Gender Analysis, International Events, Economic Forecasting, Economics, Change Management, Marketing Strategy, Data Analysis, Research, Analysis, Finance, Market Research, Financial Modeling, Access, Leadership
Education
University of Bristol 2012 — 2014
Masters of Science, International Relations and Affairs, Gender and Development
Bryant University 2005 — 2009
Bachelor of Science, Business Administration, Finance, Economics, Global Studies
HSBC May 2015 - Present
HSBC February 2014 - May 2015
Value Line February 2010 - September 2012
Infilco Degremont July 2009 - November 2009
Skills
Strategic Planning, Business Analysis, Microsoft Excel, Business Process, Project Management, Microsoft Office, Risk Management, Financial Analysis, Business Strategy, Business Development, Gender Mainstreaming, International Research, Development Coordination, Gender Analysis, International Events, Economic Forecasting, Economics, Change Management, Marketing Strategy, Data Analysis, Research, Analysis, Finance, Market Research, Financial Modeling, Access, Leadership
Education
University of Bristol 2012 — 2014
Masters of Science, International Relations and Affairs, Gender and Development
Bryant University 2005 — 2009
Bachelor of Science, Business Administration, Finance, Economics, Global Studies
Adam Platt's Value Line Experience November 2011 - Present
Job Equity Research Analyst
Industry Capital Markets
Experience
Value Line November 2011 - Present
Shwal & Platt July 2009 - October 2011
Education
Brooklyn Law School 2006 — 2009
University of Florida 2000 — 2004
Bachelors, Finance
Value Line November 2011 - Present
Shwal & Platt July 2009 - October 2011
Education
Brooklyn Law School 2006 — 2009
University of Florida 2000 — 2004
Bachelors, Finance
Jennifer L. Ferguson's Value Line Experience 1989 - 1994
Job Compliance at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors October 2014 - Present
AIG November 2013 - October 2014
KBW November 2010 - February 2013
Semper Capital Management, L.P. (fka Utendahl Capital Management) March 2007 - February 2010
MFA Financial Inc. August 2005 - February 2007
Credit Suisse Asset Management March 1994 - August 2005
Value Line 1989 - 1994
Skills
Fixed Income, Mutual Funds, Bonds, Trading, Portfolio Management, Bloomberg, Asset Management
Education
City University of New York-Baruch College
BBA, Finance&Investments
Pace University - Lubin School of Business
MBA, Financial Management
Allianz Global Investors October 2014 - Present
AIG November 2013 - October 2014
KBW November 2010 - February 2013
Semper Capital Management, L.P. (fka Utendahl Capital Management) March 2007 - February 2010
MFA Financial Inc. August 2005 - February 2007
Credit Suisse Asset Management March 1994 - August 2005
Value Line 1989 - 1994
Skills
Fixed Income, Mutual Funds, Bonds, Trading, Portfolio Management, Bloomberg, Asset Management
Education
City University of New York-Baruch College
BBA, Finance&Investments
Pace University - Lubin School of Business
MBA, Financial Management
Jeffrey Connolly, CFA's Value Line Experience May 2010 - October 2011
Job Director E&P Equity Research at Clarksons
Industry Investment Banking
Experience
Clarksons January 2015 - Present
Mizuho Securities USA Inc. November 2013 - December 2014
Brean Capital, LLC October 2012 - November 2013
Sidoti & Company, LLC October 2011 - October 2012
Value Line May 2010 - October 2011
Vail Resorts November 2008 - April 2009
Capital One June 2008 - November 2008
Skills
Bloomberg, Equities, Financial Modeling, Series 7, Capital Markets, Securities, Series 63, Valuation, Investments, Financial Analysis, Equity Research
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Economics, Asian Studies
Chaminade High School 2000 — 2004
Clarksons January 2015 - Present
Mizuho Securities USA Inc. November 2013 - December 2014
Brean Capital, LLC October 2012 - November 2013
Sidoti & Company, LLC October 2011 - October 2012
Value Line May 2010 - October 2011
Vail Resorts November 2008 - April 2009
Capital One June 2008 - November 2008
Skills
Bloomberg, Equities, Financial Modeling, Series 7, Capital Markets, Securities, Series 63, Valuation, Investments, Financial Analysis, Equity Research
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Economics, Asian Studies
Chaminade High School 2000 — 2004
James Aloysius Flood's Value Line Experience January 2013 - Present
Job Senior Equity Analyst at Value Line
Industry Financial Services
Experience
Value Line January 2013 - Present
Self Employed 2000 - Present
MacKay Shields April 1992 - December 1999
Value Line October 1983 - March 1992
Value Line October 1983 - March 1992
Banca di Roma 1981 - 1983
Skills
Fixed Income, Trading, Bonds, Mutual Funds, Economics, Equity Research, Portfolio Management, Investments, Asset Management, Equities, Fixed Asset Management, Financial Analysis, Municipal Bonds, Economic Research, Writing, Publishing, Capital Markets, Sales Presentations, Credit Analysis, Market Research, Creative Solutions, Valuation, Bloomberg, Investor Relations, Asset Managment, Financial Modeling, Structured Finance, Credit, Funding
Education
Fordham Gabelli School of Business
MBA, Finance
State University of New York at Albany
BS, History/Economics
Monsignor Farrell
Value Line January 2013 - Present
Self Employed 2000 - Present
MacKay Shields April 1992 - December 1999
Value Line October 1983 - March 1992
Value Line October 1983 - March 1992
Banca di Roma 1981 - 1983
Skills
Fixed Income, Trading, Bonds, Mutual Funds, Economics, Equity Research, Portfolio Management, Investments, Asset Management, Equities, Fixed Asset Management, Financial Analysis, Municipal Bonds, Economic Research, Writing, Publishing, Capital Markets, Sales Presentations, Credit Analysis, Market Research, Creative Solutions, Valuation, Bloomberg, Investor Relations, Asset Managment, Financial Modeling, Structured Finance, Credit, Funding
Education
Fordham Gabelli School of Business
MBA, Finance
State University of New York at Albany
BS, History/Economics
Monsignor Farrell
Jeff Geffen's Value Line Experience June 2011 - Present
Job Director of Fixed Income at Value Line Inc.
Industry Financial Services
Experience
Value Line June 2011 - Present
Value Line Inc. November 2001 - June 2011
Morgan Stanley 1989 - 2001
Morgan Stanley Investment Management 1989 - 2001
Morgan Stanley Investment Management 1989 - 2001
Skills
Portfolio Management, Fixed Income, Equities, Investments, Asset Management, Securities, Asset Allocation, Equity Research, Mutual Funds
Education
Columbia University 1976 — 1978
M.S., Social Work
Adelphi University
Master of Business Administration (MBA), Finance, General
Value Line June 2011 - Present
Value Line Inc. November 2001 - June 2011
Morgan Stanley 1989 - 2001
Morgan Stanley Investment Management 1989 - 2001
Morgan Stanley Investment Management 1989 - 2001
Skills
Portfolio Management, Fixed Income, Equities, Investments, Asset Management, Securities, Asset Allocation, Equity Research, Mutual Funds
Education
Columbia University 1976 — 1978
M.S., Social Work
Adelphi University
Master of Business Administration (MBA), Finance, General
Jason Smith, CFA's Value Line Experience March 2004 - April 2011
Job Vice President, Consumer Research Analyst at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald March 2015 - Present
Canaccord Genuity Inc. November 2011 - January 2015
Cowen and Company April 2011 - October 2011
Value Line March 2004 - April 2011
Value Line 2001 - 2003
Skills
Equities, Valuation, Financial Modeling, Mutual Funds, Financial Analysis, Portfolio Management, Securities, Retail, Bloomberg, Series 7, Competitive Analysis, Equity Research, Corporate Finance, Hedge Funds, Fixed Income, Microsoft Word, Equity Valuation, Investment Banking, Investments, Economics, Capital Markets, Microsoft Office, Series 63
Education
Hofstra University 1995 — 1999
Bachelor, History, Electronic Journalism
Cantor Fitzgerald March 2015 - Present
Canaccord Genuity Inc. November 2011 - January 2015
Cowen and Company April 2011 - October 2011
Value Line March 2004 - April 2011
Value Line 2001 - 2003
Skills
Equities, Valuation, Financial Modeling, Mutual Funds, Financial Analysis, Portfolio Management, Securities, Retail, Bloomberg, Series 7, Competitive Analysis, Equity Research, Corporate Finance, Hedge Funds, Fixed Income, Microsoft Word, Equity Valuation, Investment Banking, Investments, Economics, Capital Markets, Microsoft Office, Series 63
Education
Hofstra University 1995 — 1999
Bachelor, History, Electronic Journalism
Carol Ann Rosado's Value Line Experience October 1996 - May 1997
Job Director, Information Technology
Industry Hospital & Health Care
Experience
NYC Health and Hospitals Corporation April 2015 - Present
NYC Health and Hospitals Corporation October 2005 - April 2015
NYC Health and Hospitals Corporation January 2003 - October 2005
NYC Health and Hospitals Corporation November 2000 - January 2003
Mergent, Inc. June 1997 - November 2000
Value Line October 1996 - May 1997
MetroPlus Health Plan May 1995 - October 1996
NYC Health and Hospitals Corporation June 1993 - May 1995
Skills
IT Management, Project Management, IT Strategy, Visio, Change Management, Integration, Data Center, SharePoint, Technology Management, EHR, IT Operations, PMP, Information Technology, Business Analysis, SDLC, ITIL, Active Directory, Business Intelligence, Program Management, Healthcare Information..., Strategic Planning, Vendor Management, HIPAA, Disaster Recovery, Process Improvement, Enterprise Architecture, Software Documentation, Microsoft Office, Network Security, Windows, Hospitals, Troubleshooting
Education
University of Phoenix
MBA, Technology Management
Monroe College
Bachelor of Business Administration (BBA), Management Information Systems and Services, Magna Cum Laude
NYC Health and Hospitals Corporation April 2015 - Present
NYC Health and Hospitals Corporation October 2005 - April 2015
NYC Health and Hospitals Corporation January 2003 - October 2005
NYC Health and Hospitals Corporation November 2000 - January 2003
Mergent, Inc. June 1997 - November 2000
Value Line October 1996 - May 1997
MetroPlus Health Plan May 1995 - October 1996
NYC Health and Hospitals Corporation June 1993 - May 1995
Skills
IT Management, Project Management, IT Strategy, Visio, Change Management, Integration, Data Center, SharePoint, Technology Management, EHR, IT Operations, PMP, Information Technology, Business Analysis, SDLC, ITIL, Active Directory, Business Intelligence, Program Management, Healthcare Information..., Strategic Planning, Vendor Management, HIPAA, Disaster Recovery, Process Improvement, Enterprise Architecture, Software Documentation, Microsoft Office, Network Security, Windows, Hospitals, Troubleshooting
Education
University of Phoenix
MBA, Technology Management
Monroe College
Bachelor of Business Administration (BBA), Management Information Systems and Services, Magna Cum Laude
Peter Cowenhoven's Value Line Experience January 1996 - May 1998
Job VP Chief Investment Officer at Union Savings Bank CT
Industry Investment Management
Experience
Union Savings Bank - CT April 2014 - Present
Hackett, Valine & MacDonald, Inc. October 2012 - April 2014
Montis Financial, LLC (formerly Delessert Financial) December 2002 - October 2012
Wright Investors' Service March 1999 - July 2002
Value Line January 1996 - May 1998
Skills
Life & Health Insurance..., Wealth Management, Investment Advisory, Investment Management, Asset Allocation, Portfolio Management
Education
Boston University Questrom School of Business 2005 — 2006
MS, Investment Management
Stetson University 1991 — 1995
BBA, Finance
Fairfield Prep 1988 — 1991
Union Savings Bank - CT April 2014 - Present
Hackett, Valine & MacDonald, Inc. October 2012 - April 2014
Montis Financial, LLC (formerly Delessert Financial) December 2002 - October 2012
Wright Investors' Service March 1999 - July 2002
Value Line January 1996 - May 1998
Skills
Life & Health Insurance..., Wealth Management, Investment Advisory, Investment Management, Asset Allocation, Portfolio Management
Education
Boston University Questrom School of Business 2005 — 2006
MS, Investment Management
Stetson University 1991 — 1995
BBA, Finance
Fairfield Prep 1988 — 1991
Mary Sunderland, EA, USTCP's Value Line Experience January 1985 - September 1989
Job Owner at Sunderland Financial Management LLC
Industry Financial Services
Experience
Sunderland Financial Management LLC January 2013 - Present
Principal Global Investors December 1999 - October 2004
Skandia Investment Group September 1989 - December 1999
Value Line January 1985 - September 1989
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance, Financial Modeling, Financial Planning, Investments, Income Tax, Marketing Strategy, Entrepreneurship, Tax, Marketing, Small Business, Portfolio Management, Management, Tax Preparation, Auditing, Equities
Education
Columbia University - Columbia Business School 1978 — 1980
M.B.A., Finance
Northwestern University 1974 — 1978
Bachelor of Arts (B.A.), Economics & Philosophy
Phoenix Country Day School 1968 — 1974
Agostino & Associates Seminars
Agostino & Associates Seminars
Sunderland Financial Management LLC January 2013 - Present
Principal Global Investors December 1999 - October 2004
Skandia Investment Group September 1989 - December 1999
Value Line January 1985 - September 1989
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance, Financial Modeling, Financial Planning, Investments, Income Tax, Marketing Strategy, Entrepreneurship, Tax, Marketing, Small Business, Portfolio Management, Management, Tax Preparation, Auditing, Equities
Education
Columbia University - Columbia Business School 1978 — 1980
M.B.A., Finance
Northwestern University 1974 — 1978
Bachelor of Arts (B.A.), Economics & Philosophy
Phoenix Country Day School 1968 — 1974
Agostino & Associates Seminars
Agostino & Associates Seminars
Christina Rea, Esq.'s Value Line Experience November 2010 - February 2011
Job Deputy CCO/Legal & Compliance SME at Mphasis
Industry Financial Services
Experience
Mphasis September 2015 - Present
Christina Rea Career Consulting March 2015 - Present
HSBC July 2013 - February 2015
Navigant February 2012 - June 2013
Firm Advice April 2011 - December 2011
Value Line November 2010 - February 2011
Suffolk University August 2009 - December 2009
Robinson & Cole LLP March 2007 - March 2008
US Attorney's Office - Healthcare Fraud Division October 2005 - September 2006
Investors Bank & Trust June 2004 - September 2005
Skills
Consulting, Equity Research, Financial Reporting, Litigation Consulting, Legal Research, Financial Markets, Due Diligence, Legal Writing, Legal Compliance, Westlaw, Financial Analysis, FCPA, Document Review, Research, SAR development, Compliance, AML, KYC, Investigative Research, Bank Secrecy Act, Quality Assurance, LexisNexis, GAAP, Securities Litigation, Quality Auditing, Foreclosures, Residential Mortgages, Document Drafting, Excel, Word, Outlook, Brief Writing, Account Reconciliation, Financial Accounting, Analysis, Finance, Financial Risk, Litigation Support, Litigation, Microsoft Excel, Microsoft Word, Securities, Management, Banking, Risk Management, Fraud, Financial Services, Anti Money Laundering
Education
Suffolk University Law School 2005 — 2009
JD, Law
Bentley University 2001 — 2004
Bachelor's, Finance
Mphasis September 2015 - Present
Christina Rea Career Consulting March 2015 - Present
HSBC July 2013 - February 2015
Navigant February 2012 - June 2013
Firm Advice April 2011 - December 2011
Value Line November 2010 - February 2011
Suffolk University August 2009 - December 2009
Robinson & Cole LLP March 2007 - March 2008
US Attorney's Office - Healthcare Fraud Division October 2005 - September 2006
Investors Bank & Trust June 2004 - September 2005
Skills
Consulting, Equity Research, Financial Reporting, Litigation Consulting, Legal Research, Financial Markets, Due Diligence, Legal Writing, Legal Compliance, Westlaw, Financial Analysis, FCPA, Document Review, Research, SAR development, Compliance, AML, KYC, Investigative Research, Bank Secrecy Act, Quality Assurance, LexisNexis, GAAP, Securities Litigation, Quality Auditing, Foreclosures, Residential Mortgages, Document Drafting, Excel, Word, Outlook, Brief Writing, Account Reconciliation, Financial Accounting, Analysis, Finance, Financial Risk, Litigation Support, Litigation, Microsoft Excel, Microsoft Word, Securities, Management, Banking, Risk Management, Fraud, Financial Services, Anti Money Laundering
Education
Suffolk University Law School 2005 — 2009
JD, Law
Bentley University 2001 — 2004
Bachelor's, Finance
Nirav Patadia's Value Line Experience January 2008 - September 2009
Job Manager, Business Aplications
Industry Insurance
Experience
USI Insurance Services September 2009 - Present
Value Line January 2008 - September 2009
Credence Analytics October 2006 - May 2007
Skills
Software Project..., Team Management, Agile Methodologies, Leadership, Cross-functional Team..., PMP, Vendor Management, Software Implementation, User Acceptance Testing, XML, Microsoft SQL Server, SQL, C#, Requirements Gathering, .NET, Business Analysis, VB.NET, Data Warehousing, ASP.NET, Visual Studio, HTML, Solution Architecture, IT Strategy, Business Process, Analysis, SDLC, Testing, Functional..., SharePoint, Troubleshooting, Software Development, Requirements Analysis, Databases, CRM, T-SQL, PL/SQL, Data Migration
Education
New York University 2012 — 2015
Master's Degree, Management of Technology
VD Patil 2002 — 2006
BE, Electronics and Telecommunications
USI Insurance Services September 2009 - Present
Value Line January 2008 - September 2009
Credence Analytics October 2006 - May 2007
Skills
Software Project..., Team Management, Agile Methodologies, Leadership, Cross-functional Team..., PMP, Vendor Management, Software Implementation, User Acceptance Testing, XML, Microsoft SQL Server, SQL, C#, Requirements Gathering, .NET, Business Analysis, VB.NET, Data Warehousing, ASP.NET, Visual Studio, HTML, Solution Architecture, IT Strategy, Business Process, Analysis, SDLC, Testing, Functional..., SharePoint, Troubleshooting, Software Development, Requirements Analysis, Databases, CRM, T-SQL, PL/SQL, Data Migration
Education
New York University 2012 — 2015
Master's Degree, Management of Technology
VD Patil 2002 — 2006
BE, Electronics and Telecommunications
Charles Dudley's Value Line Experience 1987 - 1988
Job Managing Director, Private Placements at Allianz Investment Management, LLC.
Industry Financial Services
Experience
Allianz Investment Management, LLC. January 2013 - Present
Allianz of America, Inc. April 2011 - December 2012
Allianz of America, Inc. June 1998 - April 2011
Fortis Securities 1995 - 1998
SunAmerica Asset Management 1990 - 1995
SunAmerica Asset Management (Integrated Resources) 1988 - 1989
Stockbridge Partners 1988 - 1988
Value Line 1987 - 1988
Skills
High Yield, Asset Managment, Valuation, Private Placements, Credit, Credit Analysis, Alternative Investments, Investments, Financial Analysis, Fixed Income, Risk Management, Financial Services, Securities, Asset Allocation, Trading, Asset Management, Bonds, Portfolio Management, Financial Markets, Investment Strategies, Capital Markets, Investment Management
Education
Georgetown University Law Center 1983 — 1986
Juris Doctor (J.D.)
Yale University 1977 — 1981
Bachelor of Arts (BA), History
Allianz Investment Management, LLC. January 2013 - Present
Allianz of America, Inc. April 2011 - December 2012
Allianz of America, Inc. June 1998 - April 2011
Fortis Securities 1995 - 1998
SunAmerica Asset Management 1990 - 1995
SunAmerica Asset Management (Integrated Resources) 1988 - 1989
Stockbridge Partners 1988 - 1988
Value Line 1987 - 1988
Skills
High Yield, Asset Managment, Valuation, Private Placements, Credit, Credit Analysis, Alternative Investments, Investments, Financial Analysis, Fixed Income, Risk Management, Financial Services, Securities, Asset Allocation, Trading, Asset Management, Bonds, Portfolio Management, Financial Markets, Investment Strategies, Capital Markets, Investment Management
Education
Georgetown University Law Center 1983 — 1986
Juris Doctor (J.D.)
Yale University 1977 — 1981
Bachelor of Arts (BA), History
Denis Jamison's Value Line Experience March 1972 - July 1981
Job Partner at Jamison & McCarthy Investment Advisors
Industry Investment Management
Experience
Jamison & McCarthy Investment Advisors Senior Vice PresidentING Investment ManagementJanuary 2001 - September 2009
Lexington Management Corp. July 1981 - January 2001
Value Line March 1972 - July 1981
Skills
Alternative Investments, Hedge Funds, Investment Management, Asset Managment, Equities, Asset Allocation, Investment Strategies, Fixed Income, Separately Managed..., Investments, Portfolio Management, Fund Of Funds
Education
City University of New York City College 1965 — 1969
Bachelor's degree, Economics
Xaverian H.S.
Xaverian H.S.
Jamison & McCarthy Investment Advisors Senior Vice PresidentING Investment ManagementJanuary 2001 - September 2009
Lexington Management Corp. July 1981 - January 2001
Value Line March 1972 - July 1981
Skills
Alternative Investments, Hedge Funds, Investment Management, Asset Managment, Equities, Asset Allocation, Investment Strategies, Fixed Income, Separately Managed..., Investments, Portfolio Management, Fund Of Funds
Education
City University of New York City College 1965 — 1969
Bachelor's degree, Economics
Xaverian H.S.
Xaverian H.S.
Iason Dalavagas's Value Line Experience April 2004 - Present
Job Equity Research Analyst at Value Line
Industry Financial Services
Experience
Value Line April 2004 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, International Business
Hamilton College 1992 — 1996
BA, Math, Economics
Value Line April 2004 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, International Business
Hamilton College 1992 — 1996
BA, Math, Economics
Charlie Bess's Value Line Experience June 1998 - January 2000
Job Director of Operations
Industry Luxury Goods & Jewelry
Experience
Richemont July 2011 - Present
Richemont July 2009 - June 2011
Richemont May 2003 - June 2009
Richemont July 2001 - April 2003
Phase2Media February 2000 - April 2001
Value Line June 1998 - January 2000
Skills
Luxury Goods, Jewelry, Watches, Retail, Management, Luxury, Merchandising, Fashion, Marketing Strategy, Marketing, Brand Management, Sales, SAP, New Business Development, Business Planning, Logistics, Expense Allocation, P&L Analysis, P&L Management, P&L Modeling, Real Estate, Site Selections, Recruiting, Hiring, Employee Training, Staff Retention, Change Management, Purchasing, Contract Negotiation, Contract Management, Strategic Planning, Team Building, Outsourcing, Performance Measurement, Performance Improvement
Education
Brandeis University 1994 — 1998
BA, Economics, Cum Laude
Richemont July 2011 - Present
Richemont July 2009 - June 2011
Richemont May 2003 - June 2009
Richemont July 2001 - April 2003
Phase2Media February 2000 - April 2001
Value Line June 1998 - January 2000
Skills
Luxury Goods, Jewelry, Watches, Retail, Management, Luxury, Merchandising, Fashion, Marketing Strategy, Marketing, Brand Management, Sales, SAP, New Business Development, Business Planning, Logistics, Expense Allocation, P&L Analysis, P&L Management, P&L Modeling, Real Estate, Site Selections, Recruiting, Hiring, Employee Training, Staff Retention, Change Management, Purchasing, Contract Negotiation, Contract Management, Strategic Planning, Team Building, Outsourcing, Performance Measurement, Performance Improvement
Education
Brandeis University 1994 — 1998
BA, Economics, Cum Laude
Samuel Eisenstadt's Value Line Experience May 1946 - December 2009
Job Retired
Industry Financial Services
Experience
Retired January 2010 - Present
Value Line May 1946 - December 2009
Skills
Equity Research, Equities, Securities, Bloomberg, Valuation, Financial Markets, Alternative Investments, Financial Modeling, Fixed Income, Hedge Funds, Asset Allocation, Investments, Equity Valuation, Asset Management, Capital Markets, Options, Trading, Asset Managment, Financial Analysis, Mutual Funds, Stocks, Investment Advisory, Market Data, Analysis
Education
City University of New York City College 1939 — 1943
BBA, Statistics, Economics
Retired January 2010 - Present
Value Line May 1946 - December 2009
Skills
Equity Research, Equities, Securities, Bloomberg, Valuation, Financial Markets, Alternative Investments, Financial Modeling, Fixed Income, Hedge Funds, Asset Allocation, Investments, Equity Valuation, Asset Management, Capital Markets, Options, Trading, Asset Managment, Financial Analysis, Mutual Funds, Stocks, Investment Advisory, Market Data, Analysis
Education
City University of New York City College 1939 — 1943
BBA, Statistics, Economics
Stephen Viebrock's Value Line Experience June 1999 - July 2006
Job Actively looking for equity trader/backoffice
Industry Financial Services
Experience
Solaris Asset Management July 2006 - January 2014
Value Line June 1999 - July 2006
Value Line August 1996 - June 1999
Skills
Bloomberg, FactSet,..., Bloomberg, Trading, Capital Markets, Fixed Income, Hedge Funds, Equities, Equity Research, Series 7, Series 63, Valuation, Bonds, Mutual Funds
Education
Pace University - Lubin School of Business 1998 — 2002
MS, Finance
Mercy College 1990 — 1994
BS, Marketing
Solaris Asset Management July 2006 - January 2014
Value Line June 1999 - July 2006
Value Line August 1996 - June 1999
Skills
Bloomberg, FactSet,..., Bloomberg, Trading, Capital Markets, Fixed Income, Hedge Funds, Equities, Equity Research, Series 7, Series 63, Valuation, Bonds, Mutual Funds
Education
Pace University - Lubin School of Business 1998 — 2002
MS, Finance
Mercy College 1990 — 1994
BS, Marketing
Frank Ni's Value Line Experience August 2011 - January 2013
Job Software Developer at Computershare
Industry Financial Services
Experience
Computershare January 2013 - Present
Value Line August 2011 - January 2013
MISTRAS Group, Inc. January 2011 - July 2011
iSoft LLC, January 2010 - October 2010
BEUMER Corporation September 2008 - November 2009
Accenture Technology Solution July 2006 - August 2007
Skills
Microsoft SQL Server, ASP.NET, XML, .NET, C#, T-SQL, Visual C#, VB.NET, WCF, ASP.NET AJAX, ADO.NET, ODP.net, Active Reports, JavaScript, Java, HTML, jQuery, ASP.NET MVC, WPF, Oracle, C++
Education
New Jersey Institute of Technology 2006 — 2008
Master of Science (MS), Computer Science
New Jersey Institute of Technology 2003 — 2006
Bachelor of Science (BS), Computer Science
Computershare January 2013 - Present
Value Line August 2011 - January 2013
MISTRAS Group, Inc. January 2011 - July 2011
iSoft LLC, January 2010 - October 2010
BEUMER Corporation September 2008 - November 2009
Accenture Technology Solution July 2006 - August 2007
Skills
Microsoft SQL Server, ASP.NET, XML, .NET, C#, T-SQL, Visual C#, VB.NET, WCF, ASP.NET AJAX, ADO.NET, ODP.net, Active Reports, JavaScript, Java, HTML, jQuery, ASP.NET MVC, WPF, Oracle, C++
Education
New Jersey Institute of Technology 2006 — 2008
Master of Science (MS), Computer Science
New Jersey Institute of Technology 2003 — 2006
Bachelor of Science (BS), Computer Science
David Postell's Value Line Experience 1985 - 1988
Job Systems Analyst at Quantuum Advanced Technologies
Industry Research
Experience
Quantuum Advanced March 2011 - Present
Quantuum Advanced Technologies March 2011 - Present
Value Line 1985 - 1988
Skills
Encryption Specialist, Web Design, Mobile Web Design, Google Analytics, Computer Application..., Language Arts, Proposal Writing, Technical Writing, Creative Writing
Education
Ithaca College 1976 — 1980
Bachelor of Arts (B.A.), English Language and Literature, General
Quantuum Advanced March 2011 - Present
Quantuum Advanced Technologies March 2011 - Present
Value Line 1985 - 1988
Skills
Encryption Specialist, Web Design, Mobile Web Design, Google Analytics, Computer Application..., Language Arts, Proposal Writing, Technical Writing, Creative Writing
Education
Ithaca College 1976 — 1980
Bachelor of Arts (B.A.), English Language and Literature, General
Emma Jalees's Value Line Experience July 2015 - Present
Job Mutual Fund & Equity Research Analyst at Value Line
Industry Financial Services
Experience
Value Line July 2015 - Present
Value Line 2013 - Present
Electrotaxes and Professional Services 2013 - 2013
G.H Thaver & Co (Pvt). January 2009 - June 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Decision Trees, Creative Writing, TRX, Tax Software, Organization &..., Vlookup, Financial Statements, Consolidated Financial..., balance sheet adequacy, liquidity ratio analysis, DTCC, ICAP, GARBAN, ETF, OTC, Derivatives, CDS, BVAL, Bloomberg Terminal, Equity Research, Mutual Funds, EDGAR, Stocks, Factset
Education
The Institute of Chartered Accountants Of Pakistan 2007 — 2009
Certificate of Foundation
University of Karachi 2008 — 2009
Bachelor of Commerce (BCom)
City University of New York-Queens College 2010 — 2012
Bachelor of Arts (BA)
Value Line July 2015 - Present
Value Line 2013 - Present
Electrotaxes and Professional Services 2013 - 2013
G.H Thaver & Co (Pvt). January 2009 - June 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Decision Trees, Creative Writing, TRX, Tax Software, Organization &..., Vlookup, Financial Statements, Consolidated Financial..., balance sheet adequacy, liquidity ratio analysis, DTCC, ICAP, GARBAN, ETF, OTC, Derivatives, CDS, BVAL, Bloomberg Terminal, Equity Research, Mutual Funds, EDGAR, Stocks, Factset
Education
The Institute of Chartered Accountants Of Pakistan 2007 — 2009
Certificate of Foundation
University of Karachi 2008 — 2009
Bachelor of Commerce (BCom)
City University of New York-Queens College 2010 — 2012
Bachelor of Arts (BA)
Audrey Trapolsi's Value Line Experience 1997 - 1998
Job writer
Industry Writing and Editing
Experience
Self-employed Teacher Assessment ScorerEducational Testing Service
West Windsor - Plainsboro Regional School District September 2002 - Present
Standard & Poor's 1998 - 2000
Value Line 1997 - 1998
Skills
Creative Writing, Report Writing, Technical Writing, Drawing, Oil Painting, Printmaking, Experience Working with..., Children's Books
Education
Teachers College of Columbia University 2000 — 2002
Master of Arts (MA), Elementary Education and Teaching
Bryn Mawr College 1992 — 1996
Bachelor of Arts (BA), English Language and Literature, General
Self-employed Teacher Assessment ScorerEducational Testing Service
West Windsor - Plainsboro Regional School District September 2002 - Present
Standard & Poor's 1998 - 2000
Value Line 1997 - 1998
Skills
Creative Writing, Report Writing, Technical Writing, Drawing, Oil Painting, Printmaking, Experience Working with..., Children's Books
Education
Teachers College of Columbia University 2000 — 2002
Master of Arts (MA), Elementary Education and Teaching
Bryn Mawr College 1992 — 1996
Bachelor of Arts (BA), English Language and Literature, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY