Veritat Advisors
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Veritat Advisors Employees
NESTWISE ADVISORS August 2012 - August 2013
VERITAT ADVISORS 2011 - 2012
SEAGATE INTERNATIONAL, LLC 2001 - 2009
SOLUTIONS PLUS/ NXTIER TECHNOLOGIES 1998 - 2001
DIGITAL EQUIPMENT CORP 1979 - 1998
Skills
Start-ups, Investments, Strategic Financial..., SaaS, Finance, Integration, Competitive Analysis, Budgets, Manufacturing, Testing, Management, Business Analysis, Product Management, Cross-functional Team..., Portfolio Management, Engineering Management, Strategic Planning, Program Management, Leadership, Financial Planning
Education
Merrimack College
Certificate Of Advanced Study In Financial Planning
Northeastern University 1986 — 1988
MSEE, Electrical Engineering
Northeastern University
BSEE, Electrical Engineering
OrderAhead February 2015 - Present
Kiwi, Inc. July 2014 - February 2015
Kiwi, Inc. July 2013 - June 2014
Kiwi, Inc. October 2012 - December 2012
LinkedIn June 2012 - August 2012
Veritat Advisors January 2012 - May 2012
Bridgewater Associates December 2008 - July 2011
Oliver Wyman August 2006 - December 2008
UBS Investment Bank June 2005 - August 2005
Northrop Grumman May 2004 - August 2004
Skills
Start-ups, Management Consulting, Business Strategy, Data Analysis, Marketing Strategy, Asset Allocation, Modeling, Growth, Analytics, User Acquisition, Fixed Income, Portfolio Management, Business Development, Strategy, Entrepreneurship
Education
The Wharton School, University of Pennsylvania 2011 — 2013
MBA, Entrepreneurial Management, Marketing and Operations
University of Pennsylvania 2002 — 2006
B.S. Systems Engineering / B.S. Economics (Finance Concentration)
Torrance High School 1998 — 2002
High School Diploma
Capitol Wealth Strategies December 2012 - Present
Veritat Advisors July 2012 - August 2012
Data Recognition Corporation-Austin March 2012 - April 2012
Austin-area Mortgage Brokers May 1998 - August 2005
Cedar Creek Financial Group February 1997 - July 1997
Parsons (Engineering-Science) June 1994 - May 1996
Investor's Diversified Services (IDS) (now AmeriPrise) October 1991 - August 1992
Laredo ISD; McAllen ISD August 1989 - May 1991
Joe DuBose, Consultant July 1979 - August 1989
Skills
Mortgage Lending, Loan Origination, Asset Managment, Personal Finance, Financial Services, Securities, Residential Mortgages, Equities, Investment Advisory, Financial Planners, Refinance, Relationship Management, FHA, Asset Allocation, Credit Analysis
Education
The University of Texas at Austin 1977 — 1979
B.A., Geological Sciences, Geography
Oklahoma State University 1993 — 1993
Graduate Studies, Environmental Science
TIAA-CREF May 2014 - Present
Cerebral Palsy Association Of Chester County September 2006 - Present
Fidelity Investments January 2013 - May 2014
NestWise July 2012 - January 2013
Veritat Advisors March 2010 - July 2012
TIAA-CREF February 2007 - August 2010
The Vanguard Group March 2005 - February 2007
The Vanguard Group March 2004 - September 2005
Education
Saint Joseph's University 2002 — 2004
M.B.A., Finance
University of Scranton 1996 — 2000
B.S., Finance
Chestnut Hill Academy 1994 — 1996
La Salle College High School 1991 — 1993
Wharton School July 1998 - Present
Veritat Advisors June 2008 - July 2012
Springcreek Advisors LLC 2010 - November 2011
The United States Treasury May 2001 - September 2002
Skills
Investments, Portfolio Management, Asset Management, Wealth Management, Financial Planning, Asset Managment, Strategic Financial..., Insurance, Risk Management, Valuation, Strategic Planning, Business Strategy, Business Development, Financial Modeling, Private Equity, Due Diligence, Start-ups, Corporate Development, Venture Capital, Management Consulting, Mergers & Acquisitions, Corporate Finance, Entrepreneurship, Financial Analysis, Emerging Markets, Executive Management, Economics, Finance, Hedge Funds, Investment Banking, Asset Allocation, Alternative Investments, Investment Strategies, Strategy, Game Theory, Mathematical Modeling
Education
Harvard University 1990 — 1995
PhD, Economics
The Ohio State University 1985 — 1990
Bachelor of Science (B.S.), Computer Science
The Ohio State University 1985 — 1990
Bachelor of Science (B.S.), Economics
Reach Accounting January 2014 - Present
Self-Employed January 2012 - Present
Real estate developer 2010 - Present
Carson-Newman University January 2009 - May 2013
Veritat Advisors June 2012 - August 2012
Steiner & Ellis March 2008 - March 2009
TVA August 2000 - February 2008
Skills
Strategic Financial..., Financial Analysis, Strategic Planning, Budgets, Sales, Customer Service, Team Building, Microsoft Office, Microsoft Word, Public Speaking, Finance, Investments, Commercial Real Estate, Real Estate Development, Rental Real Estate, Retirement, Personal Finance, Nonprofits, Start-ups, Coaching, Entrepreneurship, Managing Project Budgets, Financial Planning
Education
College for Financial Planning 2010 — 2011
Certificate in Financial Planning, Financial Planning and Services
University of Tennessee-Knoxville 2008 — 2008
Real Estate Finance
Boston University 2007 — 2007
Certificate in Financial Planning, Financial Planning
Tennessee Technological University 1999 — 2000
MBA, Management
Carson-Newman College 1997 — 1999
BS, Accounting
Heller Capital Corporation January 1987 - Present
Putnam Precision Products, Inc. May 1989 - Present
Ironshore Capital Partners, LLC July 2007 - Present
Mallow Shopping Center, LC July 1995 - Present
United Plant Products, LLC December 2003 - December 2014
Veritat Advisors June 2010 - July 2012
Deloitte Consulting August 1979 - December 1986
Skills
Investments, Venture Capital, Private Equity, Real Estate, Due Diligence, Valuation, Entrepreneurship, Business Strategy, Strategy Development, Strategy, Asset Managment, LBO, Corporate Development, Financial Analysis, Deal Sourcing, Financial Modeling, Start-ups, Real Estate Development, Debt, Mergers, Finance, Corporate Finance, Mergers & Acquisitions, Asset Management, Emerging Markets, Executive Management, Acquisitions, Alternative Investments, Capital, Angel Investing, Investor Relations, Financial Structuring, Private Placements, Investment Banking, Joint Ventures, Growth Capital, M&A experience, Structured Finance, Leveraged Finance, Mutual Funds, Commercial Real Estate, Hedge Funds, Financial Advisory, Restructuring, Funding, Portfolio Management, Financial Services, Business Valuation, Capital Markets, Fixed Income
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, International Finance
Wesleyan University 1973 — 1977
BA, Math and Economics
Orange High School 1969 — 1973
Grand Round Table April 2010 - Present
Inspirica January 2009 - March 2012
Children's Eye Physicians July 2009 - April 2010
Veritat Advisors February 2009 - June 2009
Center for the Study of the Presidency and Congress June 2008 - August 2008
National Institutes of Health July 2006 - June 2008
Skills
Healthcare, Matlab, Lifesciences, Entrepreneurship, JavaScript, Start-ups, LAMP, Python, Java, Django, EC2, MRI, PET, Backbone.js, jQuery, HTML + CSS, VMware, Bash, Drupal, Gantt, Angular, Management, Business Development, HTML, Research, Strategy
Education
Jefferson Medical College of Thomas Jefferson University 2008 — 2009
MD, Medicine
University of Pennsylvania 2002 — 2006
BA, Philosophy of Science, Chemistry
CellScope December 2013 - Present
Goodsearch.com November 2013 - December 2013
NestWise July 2012 - September 2013
Veritat Advisors August 2009 - July 2012
Mytoons August 2006 - June 2009
USAA September 2003 - August 2006
Alltel Information Services 1998 - 2003
Fidelity National Financial 1998 - 2003
Fidelity Information Services 1998 - 2003
Skills
java, j2ee, websphere, Ruby, Ruby on Rails, C++, C, Web Development, Web Applications, Object Oriented Design, Object Oriented Modeling, Requirements Analysis, Business Analysis, Requirements Gathering, Workflow Solutions, UML, UML Tools, System Architecture, Web Architecture, Software Engineering, Nginx, Apache, MySQL, Relational Databases, Data Mining, Engineering Management, Team Leadership, Remote Team Management, Internet Banking, Internet Security, Java, Java Enterprise Edition, Software Development, Websphere, Software Design, Integration, Scrum, Design Patterns, Team Management, OOP, Entrepreneurship, Architectures, Software Architectural..., REST, Scalability, SOA, Start-ups, E-commerce, Testing, Agile Methodologies
Education
The University of Texas at Austin 2004 — 2006
Master of Science in Engineering, Software Engineering
Henderson State University 1995 — 1998
BS, Computer Science - Mathematics
lake hamilton 1984 — 1990
Stream Companies June 2011 - Present
Raimi Design June 2008 - Present
CVS November 2008 - June 2011
CVS November 2008 - June 2011
Veritat Advisors September 2008 - January 2009
The iSchool at Drexel April 2005 - June 2008
Avenue A Razorfish October 2006 - March 2007
Skills
Logo Design, Advertising, InDesign, Direct Mail, Corporate Identity, Graphic Design, Illustrator, QuarkXPress, Email Marketing, Brochures, Copywriting, Graphics, Art Direction, Dreamweaver, Photoshop
Education
Drexel University 2004 — 2008
B.S., Graphic Design
King & Spalding September 2014 - Present
Target June 2010 - August 2010
Veritat Advisors June 2009 - August 2009
Education
Vanderbilt University Law School 2011 — 2014
Doctor of Jurisprudence
University of Pennsylvania 2006 — 2010
Bachelor of Science in Economics (The Wharton School), Finance and Acounting
Foresight Financial Planning LLC July 2013 - Present
NestWise September 2012 - July 2013
Veritat Advisors January 2012 - September 2012
Bishop & Associates, Inc. 2007 - 2010
Ferris Baker Watts Inc. 2006 - 2007
ZipRealty 2004 - 2005
Skills
Strategic Financial..., Investments, Wealth Management, Asset Managment, Portfolio Management, Retirement Planning, Financial Planners, Estate Planning, Mutual Funds, Investment Advisory, Asset Allocation, Investment Strategies, Uniform Combined State..., New Business Development, Financial Advisory, Financial Analysis, Personal Financial..., Insurance, Business Development, Financial Planning, Asset Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2010
Masters of Science, Financial Services
University of the District of Columbia 2005 — 2007
B.A., Economics
West Virginia University
Walden Capital Advisors July 2011 - Present
BNY Mellon Global Investment Services April 2010 - July 2011
Veritat Advisors September 2008 - July 2009
The Vanguard Group August 2007 - September 2008
The Vanguard Group September 2005 - August 2007
The Vanguard Group September 2004 - September 2005
Skills
Bloomberg, SWIFT payments, Lotus Notes, DTC, Routers, Investments, Mutual Funds, Microsoft Excel, Access, Settlement, Financial Services, Strategic Financial..., Fixed Income, Banking, Financial Modeling, Financial Analysis, Wealth Management, Asset Managment, Derivatives, Portfolio Management
Education
Indiana University of Pennsylvania 2000 — 2004
Bachelor of Science, Finance with Minor in Applied Statistics
American Journal Editors October 2014 - Present
Los Alamos National Laboratory March 2012 - Present
American Journal Editors July 2014 - September 2014
Garrett Investment Advisors September 2013 - March 2014
NestWise September 2012 - August 2013
Veritat Advisors August 2012 - September 2012
Los Alamos National Laboratory September 2010 - March 2012
Los Alamos National Laboratory March 2008 - September 2010
UCLA January 1994 - March 2007
Yankelovich June 1993 - September 1993
Skills
Holistic Financial..., Personal Financial..., Financial Advisory, Financial Goals, Investments, Retirement Planning, College Education..., Portfolio Management, Insurance, Quantitative Research, Investment Management, 401k, 401k Rollovers, Traditional IRA, Roth IRA, 529 Plans, Wealth Management, Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Statistics, Computational Modeling, Influenza, Pandemic Influenza, Laboratory Research, Sleep Research, Research, Laboratory, Science, Physics, Theory
Education
University of California, Los Angeles 1998 — 2007
PhD, Neuroscience
University of California, Los Angeles 1994 — 2004
MA, Mathematics
Tufts University 1992 — 1995
MA, Economics
Harvard University 1987 — 1991
AB, Government
BrainDo March 2014 - Present
HRSI - Healthcare Receivable Specialists Inc. June 2013 - March 2014
Marmetal Industries LLC July 2010 - June 2013
Marmetal Industries LLC January 2010 - July 2010
Veritat Advisors June 2008 - August 2008
Polo Ralph Lauren June 2006 - June 2008
Polyphase Instrument Company May 2005 - August 2005
Polyphase Instrument Company May 2004 - August 2004
Skills
Matlab, Auditing, Google Analytics, Google Adwords, Paid Search Campaigns, Data Analysis, Critical Analysis, Reporting & Analysis, Microsoft Excel, Quality Assurance, Quality Auditing, Process Improvement, Testing, Statistics, Access, Risk Management, Big Data, SQL, Attribution Modeling, Data Reporting, Sales
Education
Temple University 2004 — 2009
BS, Mathematics
Central High School of Philadelphia 2000 — 2004