Veris Wealth Partners
Industry: Company
DescriptionFounded: 2007 Subsidiary: Veris Wealth Partners, Llc, Asset Management Arm
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Veris Wealth Partners Employees
Employee
Years
Job
Industry
Janice Lysek Haas Janice Lysek Haas's Veris Wealth Partners Experience January 2009 - November 2009
Job Assistant Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank February 2014 - Present
Deutsche Bank August 2013 - February 2014
Deutsche Bank February 2012 - August 2013
Deutsche Bank October 2010 - February 2012
Deutsche Bank Securities September 2009 - January 2011
Veris Wealth Partners January 2009 - November 2009
Smith Barney November 2005 - September 2008
Skills
Equities, Fixed Income, Series 7, Hedge Funds, Capital Markets, Bloomberg, Investments, Asset Managment, Bonds, Securities, Investment Strategies, Financial Services, Relationship Management, Banking, Cash Management, Asset Management, Bloomberg Terminal, Corporate Actions, Risk Management, Investment Banking
Education
California State University-Los Angeles 2005 — 2007
Finance, Minor: Economics
University of Central Florida 2000 — 2003
Finance, Business
Deutsche Bank February 2014 - Present
Deutsche Bank August 2013 - February 2014
Deutsche Bank February 2012 - August 2013
Deutsche Bank October 2010 - February 2012
Deutsche Bank Securities September 2009 - January 2011
Veris Wealth Partners January 2009 - November 2009
Smith Barney November 2005 - September 2008
Skills
Equities, Fixed Income, Series 7, Hedge Funds, Capital Markets, Bloomberg, Investments, Asset Managment, Bonds, Securities, Investment Strategies, Financial Services, Relationship Management, Banking, Cash Management, Asset Management, Bloomberg Terminal, Corporate Actions, Risk Management, Investment Banking
Education
California State University-Los Angeles 2005 — 2007
Finance, Minor: Economics
University of Central Florida 2000 — 2003
Finance, Business
Jane Bulnes-Fowles Jane Bulnes-Fowles's Veris Wealth Partners Experience September 2013 - Present
Job Operations Manager at Veris Wealth Partners
Industry Financial Services
Experience
Veris Wealth Partners September 2013 - Present
Bad Habit Productions September 2012 - October 2013
Lean Enterprise Institute November 2011 - August 2013
Boston University School of Management January 2010 - September 2012
Child Care Resource Center January 2011 - December 2011
Bad Habit Productions April 2009 - December 2011
Lean Enterprise Institute November 2009 - November 2011
Bad Habit Productions June 2006 - December 2010
Lean Enterprise Institute October 2008 - November 2009
West Elm April 2006 - November 2007
Skills
Process Improvement, Six Sigma, Strategic Planning, Product Development, Business Process..., Public Speaking, Product Management, Lean Thinking, Entrepreneurship, Business Strategy, Budgets, Training, Project Management, A3 Thinking, Cross-functional Team..., Copy Editing, Editing, Analysis, Operational Excellence, Operations Management, Continuous Improvement, Lean Manufacturing, Program Management, Event Management, Management Consulting, Leadership, Value Stream Mapping, Kaizen, Nonprofits, Social Entrepreneurship, Business Model..., Innovation
Education
Boston University - School of Management 2010 — 2012
MBA, Public & Nonprofit Management
Harvard University 2008 — 2009
Reed College 1997 — 2003
BA, Literature & Theater
Harvard University 1999 — 1999
Veris Wealth Partners September 2013 - Present
Bad Habit Productions September 2012 - October 2013
Lean Enterprise Institute November 2011 - August 2013
Boston University School of Management January 2010 - September 2012
Child Care Resource Center January 2011 - December 2011
Bad Habit Productions April 2009 - December 2011
Lean Enterprise Institute November 2009 - November 2011
Bad Habit Productions June 2006 - December 2010
Lean Enterprise Institute October 2008 - November 2009
West Elm April 2006 - November 2007
Skills
Process Improvement, Six Sigma, Strategic Planning, Product Development, Business Process..., Public Speaking, Product Management, Lean Thinking, Entrepreneurship, Business Strategy, Budgets, Training, Project Management, A3 Thinking, Cross-functional Team..., Copy Editing, Editing, Analysis, Operational Excellence, Operations Management, Continuous Improvement, Lean Manufacturing, Program Management, Event Management, Management Consulting, Leadership, Value Stream Mapping, Kaizen, Nonprofits, Social Entrepreneurship, Business Model..., Innovation
Education
Boston University - School of Management 2010 — 2012
MBA, Public & Nonprofit Management
Harvard University 2008 — 2009
Reed College 1997 — 2003
BA, Literature & Theater
Harvard University 1999 — 1999
Andrea Dow Andrea Dow's Veris Wealth Partners Experience May 2011 - September 2011
Job Program Coordinator at Clean Production Action
Industry Environmental Services
Experience
Clean Production Action September 2013 - July 2015
Revolution Energy June 2012 - August 2012
Veris Wealth Partners May 2011 - September 2011
Education
University of New Hampshire 2009 — 2013
Bachelor of Arts (BA)
School for International Training 2012 — 2012
Semester Abroad
Clean Production Action September 2013 - July 2015
Revolution Energy June 2012 - August 2012
Veris Wealth Partners May 2011 - September 2011
Education
University of New Hampshire 2009 — 2013
Bachelor of Arts (BA)
School for International Training 2012 — 2012
Semester Abroad
Jon Bieniek's Veris Wealth Partners Experience February 2010 - April 2010
Job Associate, Knowledge Sharing at Opportunity Finance Network
Industry Financial Services
Experience
Opportunity Finance Network April 2015 - Present
Opportunity Finance Network March 2014 - April 2015
Opportunity Finance Network April 2012 - March 2014
Product Quest Logistics January 2011 - April 2012
National Community Investment Fund May 2010 - August 2010
Veris Wealth Partners February 2010 - April 2010
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
BA, Financial Economics
ConVal High School
Opportunity Finance Network April 2015 - Present
Opportunity Finance Network March 2014 - April 2015
Opportunity Finance Network April 2012 - March 2014
Product Quest Logistics January 2011 - April 2012
National Community Investment Fund May 2010 - August 2010
Veris Wealth Partners February 2010 - April 2010
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
BA, Financial Economics
ConVal High School
Lori Choi, CFA Lori Choi, CFA's Veris Wealth Partners Experience February 2012 - July 2015
Job Partner, Veris Wealth Partners
Industry Financial Services
Experience
Veris Wealth Partners, LLC July 2015 - Present
Veris Wealth Partners February 2012 - July 2015
Veris Wealth Partners March 2010 - February 2012
Markit September 2008 - March 2010
Bank of Hawaii August 2006 - June 2008
Bank of Hawaii 2005 - 2006
General Mills 2003 - 2005
The New York Times June 2002 - June 2003
Skills
Financial Analysis, Portfolio Management, Product Management, Asset Management, Financial Modeling, Valuation, Investments, Equities, Capital Markets, Hedge Funds, Derivatives, Business Strategy, Competitive Analysis, Due Diligence, Bloomberg, Credit, Risk Management, Strategic Planning, Market Research, Corporate Finance, Financial Markets, Fixed Income, Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Economics
Punahou School 1989 — 1999
Veris Wealth Partners, LLC July 2015 - Present
Veris Wealth Partners February 2012 - July 2015
Veris Wealth Partners March 2010 - February 2012
Markit September 2008 - March 2010
Bank of Hawaii August 2006 - June 2008
Bank of Hawaii 2005 - 2006
General Mills 2003 - 2005
The New York Times June 2002 - June 2003
Skills
Financial Analysis, Portfolio Management, Product Management, Asset Management, Financial Modeling, Valuation, Investments, Equities, Capital Markets, Hedge Funds, Derivatives, Business Strategy, Competitive Analysis, Due Diligence, Bloomberg, Credit, Risk Management, Strategic Planning, Market Research, Corporate Finance, Financial Markets, Fixed Income, Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Economics
Punahou School 1989 — 1999
Atlee McFellin Atlee McFellin's Veris Wealth Partners Experience May 2009 - November 2009
Job Founder at Inge's Place
Industry Think Tanks
Experience
The Symbiosis Center LLC November 2012 - Present
Inge's Place November 2012 - Present
New Economy Network June 2011 - June 2013
The Democracy Collaborative February 2011 - November 2012
American Sustainable Business Council April 2010 - January 2011
Green For All November 2009 - April 2010
Veris Wealth Partners May 2009 - November 2009
Domini Social Investments January 2009 - May 2009
Skills
Sustainable Business, Corporate Social..., Non-profits, Social Entrepreneurship, Sustainability, Strategic Planning, Sustainability..., Cleantech, Sustainable Development, Research, Grant Writing, Community Development, Climate Change, Sustainability Reporting, Socially Responsible..., Public Speaking, Nonprofits, Renewable Energy
Education
New School University 2007 — 2010
PhD (Not Completed), Economics & Political Philosophy
The Symbiosis Center LLC November 2012 - Present
Inge's Place November 2012 - Present
New Economy Network June 2011 - June 2013
The Democracy Collaborative February 2011 - November 2012
American Sustainable Business Council April 2010 - January 2011
Green For All November 2009 - April 2010
Veris Wealth Partners May 2009 - November 2009
Domini Social Investments January 2009 - May 2009
Skills
Sustainable Business, Corporate Social..., Non-profits, Social Entrepreneurship, Sustainability, Strategic Planning, Sustainability..., Cleantech, Sustainable Development, Research, Grant Writing, Community Development, Climate Change, Sustainability Reporting, Socially Responsible..., Public Speaking, Nonprofits, Renewable Energy
Education
New School University 2007 — 2010
PhD (Not Completed), Economics & Political Philosophy
Nicole (Dolan) Davis's Veris Wealth Partners Experience December 2008 - Present
Job Wealth Manager at Veris Wealth Partners
Industry Financial Services
Experience
Veris Wealth Partners December 2008 - Present
Bank of Hawaii 2004 - 2007
Skills
Investments, Portfolio Management, Financial Modeling, Asset Managment, Investment Strategies, Wealth Management, Investment Advisory, Asset Management
Education
Stanford University 2000 — 2004
BA, Political Science/Economics
Veris Wealth Partners December 2008 - Present
Bank of Hawaii 2004 - 2007
Skills
Investments, Portfolio Management, Financial Modeling, Asset Managment, Investment Strategies, Wealth Management, Investment Advisory, Asset Management
Education
Stanford University 2000 — 2004
BA, Political Science/Economics
Philip Wilde IV's Veris Wealth Partners Experience September 2009 - December 2009
Job Associate Product Specialist at Eze Software Group
Industry Financial Services
Experience
Eze Software Group January 2014 - Present
Eze Software Group July 2012 - December 2013
Eze Software Group November 2010 - June 2012
Pax World Funds February 2010 - June 2010
Veris Wealth Partners September 2009 - December 2009
Yodle June 2009 - September 2009
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
BS, Finance & Management
Eze Software Group January 2014 - Present
Eze Software Group July 2012 - December 2013
Eze Software Group November 2010 - June 2012
Pax World Funds February 2010 - June 2010
Veris Wealth Partners September 2009 - December 2009
Yodle June 2009 - September 2009
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
BS, Finance & Management
Phoebe Brueckner's Veris Wealth Partners Experience July 2012 - April 2013
Job writer, editor, yoga teacher
Industry Writing and Editing
Experience
FCB West April 2013 - Present
Veris Wealth Partners July 2012 - April 2013
SolutionSet July 2011 - April 2013
SolutionSet June 2010 - September 2010
La Bella Bride Magazine 2006 - 2009
Skills
Proofreading, Creative Writing, Editing, Writing, Copy Editing, Copywriting, Blogging, Editorial, Magazines, Storytelling, Newsletters, Journalism, Web Content Management, Books, Publishing
Education
Lotus College of Yoga 2009 — 2009
Certified Yoga Instructor
Brown University 2002 — 2007
BA, Sociology
Providence Country Day School 1998 — 2002
FCB West April 2013 - Present
Veris Wealth Partners July 2012 - April 2013
SolutionSet July 2011 - April 2013
SolutionSet June 2010 - September 2010
La Bella Bride Magazine 2006 - 2009
Skills
Proofreading, Creative Writing, Editing, Writing, Copy Editing, Copywriting, Blogging, Editorial, Magazines, Storytelling, Newsletters, Journalism, Web Content Management, Books, Publishing
Education
Lotus College of Yoga 2009 — 2009
Certified Yoga Instructor
Brown University 2002 — 2007
BA, Sociology
Providence Country Day School 1998 — 2002
Hope Mbabazi's Veris Wealth Partners Experience April 2010 - August 2010
Job Operations Analyst at State Street Bank
Industry Higher Education
Experience
State Street Bank October 2013 - September 2014
Root Capital April 2012 - August 2012
Brown Brothers Harriman March 2011 - February 2012
Root Capital March 2010 - September 2010
Veris Wealth Partners April 2010 - August 2010
Skills
In-depth understanding..., Experienced in research..., Skilled at using..., Excellent written and..., Fluent in French,..., Economics, Sustainability, Analysis, Teamwork, Microsoft Office, Time Management, Bloomberg, Management, Report Writing, Management Consulting, Research, Finance, Data Analysis, Strategic Planning, Community Outreach, Microsoft Excel, Market Research
Education
Hult International Business School 2012 — 2013
Master of International Business, International Business
Mount Holyoke College 2007 — 2011
Bachelor of Arts, Economics and French
Universite de Paul Valery 2008 — 2009
Study Abroad, French
State Street Bank October 2013 - September 2014
Root Capital April 2012 - August 2012
Brown Brothers Harriman March 2011 - February 2012
Root Capital March 2010 - September 2010
Veris Wealth Partners April 2010 - August 2010
Skills
In-depth understanding..., Experienced in research..., Skilled at using..., Excellent written and..., Fluent in French,..., Economics, Sustainability, Analysis, Teamwork, Microsoft Office, Time Management, Bloomberg, Management, Report Writing, Management Consulting, Research, Finance, Data Analysis, Strategic Planning, Community Outreach, Microsoft Excel, Market Research
Education
Hult International Business School 2012 — 2013
Master of International Business, International Business
Mount Holyoke College 2007 — 2011
Bachelor of Arts, Economics and French
Universite de Paul Valery 2008 — 2009
Study Abroad, French
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY