Virtus Partners, LLC
Industry: Company
DescriptionFounded: 2005 Subsidiary: Anexinet Corp.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportVirtus Trade Settlement, LLCWebsiteDirections Saved (0) Saved Save Financial planner in New York City, New York Address: 100 Wall St, New York, NY 10005 Phone: (212) 463-7801: : : Hours: : Website: Place name: : Category: : Website: https://www.trade-settlement.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Virtus Trade Settlement, LLC Posting publicly on the Web Write a review Reviews Be the first to review
Virtus Partners, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Virtus Partners, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Virtus Partners, LLC Employees
Employee
Years
Job
Industry
Di (Dimitri) Fu Di (Dimitri) Fu's Virtus Partners, LLC Experience June 2013 - August 2013
Job Investment Data Analyst at TMRS
Industry Financial Services
Experience
Texas Municipal Retirement System, TMRS June 2014 - Present
Rice University August 2013 - December 2013
Virtus Partners, LLC June 2013 - August 2013
China Investment Corporation May 2012 - August 2012
The University of Arizona May 2010 - December 2011
Skills
R, Data Analysis, Matlab, SAS, SQL, Data Mining, Algorithms, C++, Bloomberg, Python, Microsoft SQL Server, Project Initiation, Teaching, Machine Learning
Education
Rice University 2012 — 2014
Master's degree, Statistics
University of Arizona 2009 — 2012
Bachelor of Science, Mathematics, Economics
Texas Municipal Retirement System, TMRS June 2014 - Present
Rice University August 2013 - December 2013
Virtus Partners, LLC June 2013 - August 2013
China Investment Corporation May 2012 - August 2012
The University of Arizona May 2010 - December 2011
Skills
R, Data Analysis, Matlab, SAS, SQL, Data Mining, Algorithms, C++, Bloomberg, Python, Microsoft SQL Server, Project Initiation, Teaching, Machine Learning
Education
Rice University 2012 — 2014
Master's degree, Statistics
University of Arizona 2009 — 2012
Bachelor of Science, Mathematics, Economics
Charles Mensah Charles Mensah's Virtus Partners, LLC Experience August 2013 - January 2014
Job Audit Associate at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Virtus Partners, LLC August 2013 - January 2014
Deloitte January 2013 - April 2013
Southwestern Energy May 2012 - August 2012
Group Excellence November 2009 - May 2012
Skills
Accounting, Account Reconciliation, Auditing, Customer Service, Oracle Project..., Sales, SAP, Financial Statements, Software Documentation, Accounts Payable, Oracle, Fixed Assets, Data Analysis
Education
University of Houston 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Deloitte September 2014 - Present
Virtus Partners, LLC August 2013 - January 2014
Deloitte January 2013 - April 2013
Southwestern Energy May 2012 - August 2012
Group Excellence November 2009 - May 2012
Skills
Accounting, Account Reconciliation, Auditing, Customer Service, Oracle Project..., Sales, SAP, Financial Statements, Software Documentation, Accounts Payable, Oracle, Fixed Assets, Data Analysis
Education
University of Houston 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
QUAN KHONG QUAN KHONG's Virtus Partners, LLC Experience July 2015 - Present
Job Data Analyst at Virtus Partners, LLC
Industry Hospitality
Experience
Virtus Partners, LLC July 2015 - Present
Kim Son June 2014 - June 2015
KIM SON RESTAURANT October 2008 - May 2012
KIM SON RESTAURANT May 2007 - October 2008
Skills
Hospitality, Banquet Operations, Computer Repair, Restaurants, Accounting, Data Analysis, Management, Hospitality Industry, Customer Service, Hospitality Management, Hotels, Catering, Time Management, Menu Development, Food, Training, Restaurant Management
Education
University of Houston-Downtown 2015 — 2017
Master of Business Administration (M.B.A.), Accounting and Business/Management
University of Houston 2013 — 2015
Bachelor in Science, Hospitality Administration/Management
Houston Community College 2009 — 2012
Associate of Science (AS)
Virtus Partners, LLC July 2015 - Present
Kim Son June 2014 - June 2015
KIM SON RESTAURANT October 2008 - May 2012
KIM SON RESTAURANT May 2007 - October 2008
Skills
Hospitality, Banquet Operations, Computer Repair, Restaurants, Accounting, Data Analysis, Management, Hospitality Industry, Customer Service, Hospitality Management, Hotels, Catering, Time Management, Menu Development, Food, Training, Restaurant Management
Education
University of Houston-Downtown 2015 — 2017
Master of Business Administration (M.B.A.), Accounting and Business/Management
University of Houston 2013 — 2015
Bachelor in Science, Hospitality Administration/Management
Houston Community College 2009 — 2012
Associate of Science (AS)
James DeLeon James DeLeon's Virtus Partners, LLC Experience November 2012 - August 2014
Job Client Relationship Manager at Serengeti Law
Industry Legal Services
Experience
Virtus Partners, LLC November 2012 - August 2014
Morgan Stanley September 2009 - November 2012
JPMorgan Chase Bank, N.A. September 2002 - May 2009
Skills
Settlement, Loans, Syndications, Capital Markets, Loan Servicing, Secured Transactions, Bankruptcy, Commercial Lending, Operations Management, Strategic Planning, Process Improvement, Loan Origination, Structured Finance, Fixed Income, Banking, Investment Banking, Management, Risk Management
Education
South Texas College of Law 2005 — 2009
Juris Doctor, Law
The University of Texas at Austin - Red McCombs School of Business 1997 — 2001
BBA, Finance
Virtus Partners, LLC November 2012 - August 2014
Morgan Stanley September 2009 - November 2012
JPMorgan Chase Bank, N.A. September 2002 - May 2009
Skills
Settlement, Loans, Syndications, Capital Markets, Loan Servicing, Secured Transactions, Bankruptcy, Commercial Lending, Operations Management, Strategic Planning, Process Improvement, Loan Origination, Structured Finance, Fixed Income, Banking, Investment Banking, Management, Risk Management
Education
South Texas College of Law 2005 — 2009
Juris Doctor, Law
The University of Texas at Austin - Red McCombs School of Business 1997 — 2001
BBA, Finance
Stephen Nguyen Stephen Nguyen's Virtus Partners, LLC Experience March 2015 - Present
Job IT QA Manager at Virtus Partners, LLC
Industry Information Technology and Services
Experience
Virtus Partners, LLC March 2015 - Present
Bank of America March 2009 - February 2015
Jericho Systems April 2008 - January 2009
JCPenney October 2007 - April 2008
DKI Consulting September 2006 - October 2007
T-Mobile HotSpot March 2006 - September 2006
NOKIA Americas April 2005 - March 2006
Countrywide Financial October 2004 - March 2005
CVS/Caremark July 2001 - June 2003
Skills
LoadRunner, Bugzilla, ClearQuest, SoapUI, JMeter, Linux, Windows, IIS, SOA, SharePoint, Web Services, VMware, iTKO LISA, Wireshark, Rational Robot, Quality Center, System Integration..., SDLC, Perl, User Acceptance Testing, Test Management, Agile Methodologies, Visio, Quality Assurance, Test Planning, Microsoft SQL Server, Tomcat, Unix, QTP, Software Documentation, C#, Software Quality..., Test Automation, Testing, Java, Regression Testing, Performance Testing, Defect Tracking, System Testing, Manual Testing, Requirements Analysis, Waterfall, Scrum, Software Project...
Education
The University of Texas at Arlington 1987 — 1993
Bachelor of Science, Electrical Engineering
Virtus Partners, LLC March 2015 - Present
Bank of America March 2009 - February 2015
Jericho Systems April 2008 - January 2009
JCPenney October 2007 - April 2008
DKI Consulting September 2006 - October 2007
T-Mobile HotSpot March 2006 - September 2006
NOKIA Americas April 2005 - March 2006
Countrywide Financial October 2004 - March 2005
CVS/Caremark July 2001 - June 2003
Skills
LoadRunner, Bugzilla, ClearQuest, SoapUI, JMeter, Linux, Windows, IIS, SOA, SharePoint, Web Services, VMware, iTKO LISA, Wireshark, Rational Robot, Quality Center, System Integration..., SDLC, Perl, User Acceptance Testing, Test Management, Agile Methodologies, Visio, Quality Assurance, Test Planning, Microsoft SQL Server, Tomcat, Unix, QTP, Software Documentation, C#, Software Quality..., Test Automation, Testing, Java, Regression Testing, Performance Testing, Defect Tracking, System Testing, Manual Testing, Requirements Analysis, Waterfall, Scrum, Software Project...
Education
The University of Texas at Arlington 1987 — 1993
Bachelor of Science, Electrical Engineering
Diana Jugon Diana Jugon's Virtus Partners, LLC Experience November 2012 - June 2014
Job Project Manager II at Misys
Industry Financial Services
Experience
Misys June 2014 - Present
Virtus Partners, LLC November 2012 - June 2014
JPMorganChase November 2006 - November 2012
TD Bank Group 1989 - 2005
Skills
Banking, Fixed Income, Risk Management, Capital Markets, Financial Analysis, Investment Banking, Business Analysis, Equities, Loans, Portfolio Management
Education
Baylor University
Misys June 2014 - Present
Virtus Partners, LLC November 2012 - June 2014
JPMorganChase November 2006 - November 2012
TD Bank Group 1989 - 2005
Skills
Banking, Fixed Income, Risk Management, Capital Markets, Financial Analysis, Investment Banking, Business Analysis, Equities, Loans, Portfolio Management
Education
Baylor University
Raheel Ali Raheel Ali's Virtus Partners, LLC Experience February 2014 - July 2014
Job Import Operations at GTS LOGISTICS LTDA
Industry Logistics and Supply Chain
Experience
GTS LOGISTICS LTDA February 2015 - Present
Virtus Partners, LLC February 2014 - July 2014
IBC Bank 2011 - 2012
Fry's Electronics January 2009 - November 2009
Skills
Process computer..., Banking, Supply Chain Management, Bilingual- English/Urdu, SAP ERP, Credit, Data Analysis, Loans, Customer Service, Commercial Banking, Accounting, Cross Selling, Credit Analysis, Finance, Risk Management, Financial Analysis, Time Management, Microsoft Excel, Retail Banking, Portfolio Management, Management, Credit Risk, Teamwork, Supply Chain, PowerPoint, Microsoft Office, Team Leadership, Access, Microsoft Word, Leadership
Education
University of Houston 2010 — 2013
Supply Chain Management, Logistics, Materials, and Supply Chain Management
University of Houston, C.T. Bauer College of Business 2008 — 2013
Bachelor of Business Administration (BBA), Logistics, Materials, and Supply Chain Management
GTS LOGISTICS LTDA February 2015 - Present
Virtus Partners, LLC February 2014 - July 2014
IBC Bank 2011 - 2012
Fry's Electronics January 2009 - November 2009
Skills
Process computer..., Banking, Supply Chain Management, Bilingual- English/Urdu, SAP ERP, Credit, Data Analysis, Loans, Customer Service, Commercial Banking, Accounting, Cross Selling, Credit Analysis, Finance, Risk Management, Financial Analysis, Time Management, Microsoft Excel, Retail Banking, Portfolio Management, Management, Credit Risk, Teamwork, Supply Chain, PowerPoint, Microsoft Office, Team Leadership, Access, Microsoft Word, Leadership
Education
University of Houston 2010 — 2013
Supply Chain Management, Logistics, Materials, and Supply Chain Management
University of Houston, C.T. Bauer College of Business 2008 — 2013
Bachelor of Business Administration (BBA), Logistics, Materials, and Supply Chain Management
Adarsh Annamaneni Adarsh Annamaneni's Virtus Partners, LLC Experience June 2015 - August 2015
Job Cash Analyst Intern at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC June 2015 - August 2015
Northwestern Mutual May 2014 - August 2014
Abercrombie & Fitch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Research, English, Time Management, Financial Analysis, Corporate Finance, Customer Service
Education
The University of Texas at Austin 2013 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
The University of Texas at San Antonio 2012 — 2013
Liberal Arts and Sciences/Liberal Studies
Virtus Partners, LLC June 2015 - August 2015
Northwestern Mutual May 2014 - August 2014
Abercrombie & Fitch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Research, English, Time Management, Financial Analysis, Corporate Finance, Customer Service
Education
The University of Texas at Austin 2013 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
The University of Texas at San Antonio 2012 — 2013
Liberal Arts and Sciences/Liberal Studies
Carlina Villalanti Carlina Villalanti's Virtus Partners, LLC Experience April 2014 - Present
Job Associate Director at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC April 2014 - Present
Virtus Partners, LLC October 2013 - April 2014
Citco Fund Services January 2013 - September 2013
Citco Fund Services January 2011 - December 2012
Citco Fund Services August 2009 - December 2010
Hewins Financial Advisors August 2007 - December 2008
Skills
CRM software, Excel, Investor Relations, Portfolio Management, Wealth Management, Asset Managment, Hedge Funds, Bloomberg, Private Client Services, Client Services, Mutual Funds, Microsoft Excel, CRM, Equities, Investment Management, Financial Advisory, Fixed Income
Education
Santa Clara University 2003 — 2007
Bachelor's of Science in Commerce, Finance, Economics
Virtus Partners, LLC April 2014 - Present
Virtus Partners, LLC October 2013 - April 2014
Citco Fund Services January 2013 - September 2013
Citco Fund Services January 2011 - December 2012
Citco Fund Services August 2009 - December 2010
Hewins Financial Advisors August 2007 - December 2008
Skills
CRM software, Excel, Investor Relations, Portfolio Management, Wealth Management, Asset Managment, Hedge Funds, Bloomberg, Private Client Services, Client Services, Mutual Funds, Microsoft Excel, CRM, Equities, Investment Management, Financial Advisory, Fixed Income
Education
Santa Clara University 2003 — 2007
Bachelor's of Science in Commerce, Finance, Economics
Nishant Hardikar Nishant Hardikar's Virtus Partners, LLC Experience March 2015 - Present
Job Data Analyst IIClient Services at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC March 2015 - Present
Virtus Partners, LLC July 2014 - March 2015
Spearhead Services, Inc. March 2013 - February 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Time Management, Financial Analysis, Outlook, Microsoft Office, Access, Teamwork, Leadership, Public Speaking, Finance, Social Media, Data Analysis
Education
University of Houston, C.T. Bauer College of Business 2010 — 2014
Bachelor's Degree, Finance
Singapore American School 2008 — 2010
High School
Virtus Partners, LLC March 2015 - Present
Virtus Partners, LLC July 2014 - March 2015
Spearhead Services, Inc. March 2013 - February 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Time Management, Financial Analysis, Outlook, Microsoft Office, Access, Teamwork, Leadership, Public Speaking, Finance, Social Media, Data Analysis
Education
University of Houston, C.T. Bauer College of Business 2010 — 2014
Bachelor's Degree, Finance
Singapore American School 2008 — 2010
High School
Jason Bickford, M.B.A. Jason Bickford, M.B.A.'s Virtus Partners, LLC Experience July 2014 - Present
Job Asset Analyst at Virtus Partners, LLC
Industry Retail
Experience
Virtus Partners, LLC July 2014 - Present
Kroger March 2014 - July 2014
Macy's November 2013 - March 2014
First Victoria August 2013 - October 2013
HEB 2008 - 2013
Skills
Retail, Cashiering, Customer Service, Data Entry, Banking, Customer Satisfaction
Education
Texas State University-San Marcos 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Texas State University-San Marcos 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Virtus Partners, LLC July 2014 - Present
Kroger March 2014 - July 2014
Macy's November 2013 - March 2014
First Victoria August 2013 - October 2013
HEB 2008 - 2013
Skills
Retail, Cashiering, Customer Service, Data Entry, Banking, Customer Satisfaction
Education
Texas State University-San Marcos 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Texas State University-San Marcos 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Helen Xiang's Virtus Partners, LLC Experience June 2014 - December 2014
Job Student at Rice University
Industry Legal Services
Experience
Walters & Gilbreath, PLLC August 2014 - August 2015
Virtus Partners, LLC June 2014 - December 2014
The Wang Post January 2014 - February 2014
The Tutoring Center May 2011 - July 2012
Education
Rice University 2013 — 2016
Bachelor of Science (BS), Bachelor of Arts (BA), Mathematical Economic Analysis, English
Walters & Gilbreath, PLLC August 2014 - August 2015
Virtus Partners, LLC June 2014 - December 2014
The Wang Post January 2014 - February 2014
The Tutoring Center May 2011 - July 2012
Education
Rice University 2013 — 2016
Bachelor of Science (BS), Bachelor of Arts (BA), Mathematical Economic Analysis, English
Yixin Eason Liao Yixin Eason Liao's Virtus Partners, LLC Experience April 2015 - Present
Job Analyst at KPMG China | Merger and Acquisition
Industry Financial Services
Experience
Virtus Partners, LLC April 2015 - Present
Virtus Partners, LLC July 2014 - April 2015
University of Houston August 2013 - January 2014
Industrial and Commercial Bank of China, Liuzhou Branch July 2011 - August 2011
Skills
Financial Analysis, Leadership, Public Speaking, Teamwork, Financial Reporting, Research, Microsoft Excel, Project Management, Strategic Planning, Finance, Business Development, Energy, PowerPoint, Microsoft Word
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master's Degree, Finance
Virtus Partners, LLC April 2015 - Present
Virtus Partners, LLC July 2014 - April 2015
University of Houston August 2013 - January 2014
Industrial and Commercial Bank of China, Liuzhou Branch July 2011 - August 2011
Skills
Financial Analysis, Leadership, Public Speaking, Teamwork, Financial Reporting, Research, Microsoft Excel, Project Management, Strategic Planning, Finance, Business Development, Energy, PowerPoint, Microsoft Word
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master's Degree, Finance
Sreenath Kankanala, PMP's Virtus Partners, LLC Experience July 2013 - Present
Job Developer at Virtus Partners, LLC
Industry Information Technology and Services
Experience
Virtus Partners, LLC July 2013 - Present
TEKsystems January 2011 - July 2012
Buchanan Technologies January 2008 - December 2010
Buchanan Technologies January 2005 - December 2007
Buchanan Technologies January 2002 - December 2004
Dunn Solutions Group March 1999 - December 2001
Skills
Program Management, Project Management, Project Planning, Change Management, Software Project..., Release Management, Software Development, Cloud Computing, IT Infrastructure..., Product Development, Web Services, .NET, Java, Database Design
Education
Ball State University
Master's degree, Computer Science
Virtus Partners, LLC July 2013 - Present
TEKsystems January 2011 - July 2012
Buchanan Technologies January 2008 - December 2010
Buchanan Technologies January 2005 - December 2007
Buchanan Technologies January 2002 - December 2004
Dunn Solutions Group March 1999 - December 2001
Skills
Program Management, Project Management, Project Planning, Change Management, Software Project..., Release Management, Software Development, Cloud Computing, IT Infrastructure..., Product Development, Web Services, .NET, Java, Database Design
Education
Ball State University
Master's degree, Computer Science
Wan-Yi Tan Wan-Yi Tan's Virtus Partners, LLC Experience February 2015 - Present
Job Data Analyst at Virtus Partners, LLC
Industry Information Technology and Services
Experience
Virtus Partners, LLC February 2015 - Present
Virtus Partners, LLC July 2014 - December 2014
University of Houston September 2013 - December 2014
Skills
PowerPoint, Time Management, Microsoft Office, Microsoft Excel, Analysis, Microsoft Word, Research, Customer Service, Process Improvement, Project Management, Managing Database, Data Analysis, Teamwork, Access, Financial Analysis, Public Speaking, erhu, Piano, JavaScript, Java, VBScript, Oracle SQL Developer
Education
University of Houston, C.T. Bauer College of Business 2013 — 2014
Management Information Systems, Finance, General
Houston Community College 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General
Virtus Partners, LLC February 2015 - Present
Virtus Partners, LLC July 2014 - December 2014
University of Houston September 2013 - December 2014
Skills
PowerPoint, Time Management, Microsoft Office, Microsoft Excel, Analysis, Microsoft Word, Research, Customer Service, Process Improvement, Project Management, Managing Database, Data Analysis, Teamwork, Access, Financial Analysis, Public Speaking, erhu, Piano, JavaScript, Java, VBScript, Oracle SQL Developer
Education
University of Houston, C.T. Bauer College of Business 2013 — 2014
Management Information Systems, Finance, General
Houston Community College 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General
Edward Metz's Virtus Partners, LLC Experience January 2015 - Present
Job
Industry Financial Services
Experience
Virtus Partners, LLC January 2015 - Present
Virtus Partners, LLC January 2014 - January 2015
Market Intelligence & Data Products April 2009 - December 2013
SNL Financial 2001 - 2009
KeyBanc Capital Markets May 1998 - April 2001
BB&T May 1996 - May 1998
Skills
Business Development, Strategic Planning, Product Management, Team Leadership, Vendor Management, Financial Analysis, Due Diligence, Market Planning, Public Speaking, Data Management, Product Diversification, Industry Research, New Business Development, Business Strategy, Energy, Competitive Analysis, Strategic Partnerships, Start-ups, Product Development, Mergers & Acquisitions, Leadership, Entrepreneurship, Program Management, Marketing Strategy, Marketing, Integrated Marketing, Analysis, Sales
Education
Wake Forest University 1994 — 1996
Master of Business Administration (MBA), Finance and Marketing
University of North Carolina at Chapel Hill 1988 — 1992
BA, International Studies & Political Science
Taunton School 1987 — 1988
Economics, English
Asheville School 1984 — 1987
Virtus Partners, LLC January 2015 - Present
Virtus Partners, LLC January 2014 - January 2015
Market Intelligence & Data Products April 2009 - December 2013
SNL Financial 2001 - 2009
KeyBanc Capital Markets May 1998 - April 2001
BB&T May 1996 - May 1998
Skills
Business Development, Strategic Planning, Product Management, Team Leadership, Vendor Management, Financial Analysis, Due Diligence, Market Planning, Public Speaking, Data Management, Product Diversification, Industry Research, New Business Development, Business Strategy, Energy, Competitive Analysis, Strategic Partnerships, Start-ups, Product Development, Mergers & Acquisitions, Leadership, Entrepreneurship, Program Management, Marketing Strategy, Marketing, Integrated Marketing, Analysis, Sales
Education
Wake Forest University 1994 — 1996
Master of Business Administration (MBA), Finance and Marketing
University of North Carolina at Chapel Hill 1988 — 1992
BA, International Studies & Political Science
Taunton School 1987 — 1988
Economics, English
Asheville School 1984 — 1987
Paul Livanos Paul Livanos's Virtus Partners, LLC Experience July 2015 - Present
Job Sales Marketing Manager at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC July 2015 - Present
BNY Mellon November 2011 - Present
BNY Mellon November 2009 - November 2011
BNY Mellon October 2006 - November 2009
JPMorgan Chase May 2006 - October 2006
Skills
Hedge Funds, Financial Services, Fixed Income, Securitization, Structured Finance, Relationship Management, Finance, Capital Markets, Loans, Private Equity, Portfolio Management, Alternative Investments, Investments, Management, Equities, MBS, Derivatives, Banking, Structured Products, AML, Bloomberg, Funding, Credit, Financial Modeling, Credit Analysis, Mutual Funds, Financial Analysis, Financial Markets, Risk Management, Securities, Bonds, Bloomberg Terminal, Asset Managment, Residential Mortgages, Swaps, Global Custody, Investor Relations
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.8
NYU Steinhardt 2009 — 2013
Master's Degree, Music and Performing Arts, 4.0
NYU School of Continuing and Professional Studies 2009 — 2011
Certificate in Accounting, Accounting
Emory University 2001 — 2005
Bachelor's Degree, Liberal Arts
Virtus Partners, LLC July 2015 - Present
BNY Mellon November 2011 - Present
BNY Mellon November 2009 - November 2011
BNY Mellon October 2006 - November 2009
JPMorgan Chase May 2006 - October 2006
Skills
Hedge Funds, Financial Services, Fixed Income, Securitization, Structured Finance, Relationship Management, Finance, Capital Markets, Loans, Private Equity, Portfolio Management, Alternative Investments, Investments, Management, Equities, MBS, Derivatives, Banking, Structured Products, AML, Bloomberg, Funding, Credit, Financial Modeling, Credit Analysis, Mutual Funds, Financial Analysis, Financial Markets, Risk Management, Securities, Bonds, Bloomberg Terminal, Asset Managment, Residential Mortgages, Swaps, Global Custody, Investor Relations
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.8
NYU Steinhardt 2009 — 2013
Master's Degree, Music and Performing Arts, 4.0
NYU School of Continuing and Professional Studies 2009 — 2011
Certificate in Accounting, Accounting
Emory University 2001 — 2005
Bachelor's Degree, Liberal Arts
Syed Sarfrazuddin Syed Sarfrazuddin's Virtus Partners, LLC Experience May 2015 - Present
Job
Industry Oil & Energy
Experience
Virtus Partners, LLC May 2015 - Present
Education
University of Houston-Victoria 2010 — 2012
MBA, Management Information Systems, General
University of Houston
Computer Information System
Clear Lake High
Virtus Partners, LLC May 2015 - Present
Education
University of Houston-Victoria 2010 — 2012
MBA, Management Information Systems, General
University of Houston
Computer Information System
Clear Lake High
Helen Powell Helen Powell's Virtus Partners, LLC Experience December 2010 - September 2013
Job Human Resource Professional
Industry Human Resources
Experience
Virtus Partners, LLC December 2010 - September 2013
Girls Incorporated of Greater Houston January 2000 - October 2010
Skills
QuickBooks, Proficient in Microsoft..., Internal..., Extensive Data, Financial Reporting, Database Creation and..., Receptionist/Multi-line..., Meeting/Event..., Good Communication..., Experience using all..., Outlook calendar..., Mail/Internal..., Create and maintaining..., Desktop Publishing, Outlook, Management, Human Resources
Education
Prairie View A&M University 1978 — 1981
3 years, Accounting and Computer Science
Kashmere Senior High
Virtus Partners, LLC December 2010 - September 2013
Girls Incorporated of Greater Houston January 2000 - October 2010
Skills
QuickBooks, Proficient in Microsoft..., Internal..., Extensive Data, Financial Reporting, Database Creation and..., Receptionist/Multi-line..., Meeting/Event..., Good Communication..., Experience using all..., Outlook calendar..., Mail/Internal..., Create and maintaining..., Desktop Publishing, Outlook, Management, Human Resources
Education
Prairie View A&M University 1978 — 1981
3 years, Accounting and Computer Science
Kashmere Senior High
Rondinella M Olsen Rondinella M Olsen's Virtus Partners, LLC Experience March 2014 - June 2014
Job Accounting Supervisor at York RSG., Inc.
Industry Information Technology and Services
Experience
JI Companies June 2014 - Present
Virtus Partners, LLC March 2014 - June 2014
OpenSymmetry September 2011 - January 2014
OpenSymmetry 2011 - February 2013
Self-employment January 2008 - 2011
The Boon Group 2007 - 2007
Skills
Payroll, General Ledger, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Financial Statements, GAAP, Accruals, Management, Financial Reporting, Financial Analysis, Journal Entries, Sarbanes-Oxley Act, Analysis, Microsoft Office
Education
Texas State University-San Marcos
Master of Business Administration (MBA)
Park University
Bachelor's degree, Accounting
JI Companies June 2014 - Present
Virtus Partners, LLC March 2014 - June 2014
OpenSymmetry September 2011 - January 2014
OpenSymmetry 2011 - February 2013
Self-employment January 2008 - 2011
The Boon Group 2007 - 2007
Skills
Payroll, General Ledger, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Financial Statements, GAAP, Accruals, Management, Financial Reporting, Financial Analysis, Journal Entries, Sarbanes-Oxley Act, Analysis, Microsoft Office
Education
Texas State University-San Marcos
Master of Business Administration (MBA)
Park University
Bachelor's degree, Accounting
Marshon Wilson Marshon Wilson's Virtus Partners, LLC Experience January 2014 - Present
Job Data Analyst at Virtus Partners, LLC
Industry Retail
Experience
Virtus Partners, LLC January 2014 - Present
Virtus Partners, LLC May 2013 - December 2013
HEB March 2010 - May 2013
Skills
Microsoft Excel, Microsoft Office, SAP, QuickBooks, JavaScript, Leadership, Access, Management, Dreamweaver, Photoshop, Oracle, C#, HTML 5, SQL, Bloomberg Terminal
Education
Texas Southern University
Master’s Degree, Management Information Systems, General
Texas Southern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Virtus Partners, LLC January 2014 - Present
Virtus Partners, LLC May 2013 - December 2013
HEB March 2010 - May 2013
Skills
Microsoft Excel, Microsoft Office, SAP, QuickBooks, JavaScript, Leadership, Access, Management, Dreamweaver, Photoshop, Oracle, C#, HTML 5, SQL, Bloomberg Terminal
Education
Texas Southern University
Master’s Degree, Management Information Systems, General
Texas Southern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Amine Jekki, PMP,CSM Amine Jekki, PMP,CSM's Virtus Partners, LLC Experience March 2010 - July 2011
Job Sr. Project Manager at American Bureau of Shipping
Industry Information Technology and Services
Experience
American Bureau of Shipping June 2014 - Present
NetExel Consulting, Inc. January 2004 - Present
Bilateral US-Arab Chamber of Commerce April 2011 - Present
Virtus Partners, LLC March 2010 - July 2011
Technomedia October 2008 - March 2010
Pioneer Americas LLC August 2004 - January 2007
Sprint 2001 - 2004
Skills
Software Project..., Business Process..., Vendor Management, Change Management, Cross-functional Team..., Team Leadership, Problem Solving, Strategic Planning, Project Management, Project Portfolio..., Program Management, Large Systems..., HTML/XML, Database Design, SQL Server, Social Media, Microsoft Office, Marketing Communications, Visio, Documentation, ERP, Microsoft SQL Server, Software Development, Software Documentation, Strategy, Cloud Computing, Leadership, Enterprise Software, Management, PMP, Process Improvement
Education
University of Houston 1999 — 2001
Master's, Computer Science
Project Management Institute
PMP
American Bureau of Shipping June 2014 - Present
NetExel Consulting, Inc. January 2004 - Present
Bilateral US-Arab Chamber of Commerce April 2011 - Present
Virtus Partners, LLC March 2010 - July 2011
Technomedia October 2008 - March 2010
Pioneer Americas LLC August 2004 - January 2007
Sprint 2001 - 2004
Skills
Software Project..., Business Process..., Vendor Management, Change Management, Cross-functional Team..., Team Leadership, Problem Solving, Strategic Planning, Project Management, Project Portfolio..., Program Management, Large Systems..., HTML/XML, Database Design, SQL Server, Social Media, Microsoft Office, Marketing Communications, Visio, Documentation, ERP, Microsoft SQL Server, Software Development, Software Documentation, Strategy, Cloud Computing, Leadership, Enterprise Software, Management, PMP, Process Improvement
Education
University of Houston 1999 — 2001
Master's, Computer Science
Project Management Institute
PMP
Jaime Porras Jaime Porras's Virtus Partners, LLC Experience March 2015 - Present
Job Senior SQL Developer at Virtus Partners, LLC
Industry Information Technology and Services
Experience
Virtus Partners, LLC March 2015 - Present
Skills
Databases, Microsoft SQL Server, Database Design, Software Project..., Software Development, T-SQL, Unix, SQL, Operating Systems, Enterprise Architecture, Database Administration, Data Warehousing, SSIS, Integration, Performance Tuning, Business Intelligence, Stored Procedures, SSRS, Oracle, Requirements Analysis, IT Service Management, Solution Architecture, Program Management, Systems Analysis, Database Triggers, Indexing, Solaris, ITIL, IT Management, XML, MS SQL 2005 and 2008R2, DB performance and..., Testing, Data Modeling, Software Design Patterns, Agile Application..., Technical Writing, Scrum, Unit Testing, Technical Presentations, Software Engineering, Analysis, Team Leadership, SDLC, Programming, Process Improvement, Business Analysis, Requirements Gathering, Gap Analysis, Project Management
Education
Business school, IPADE 1997 — 1999
MBA
Fundación Arturo Rosenblueth para el Avance de la Ciencia, A.C. 1992 — 1995
MS
Universidad La Salle, A.C. 1982 — 1987
BS
Virtus Partners, LLC March 2015 - Present
Skills
Databases, Microsoft SQL Server, Database Design, Software Project..., Software Development, T-SQL, Unix, SQL, Operating Systems, Enterprise Architecture, Database Administration, Data Warehousing, SSIS, Integration, Performance Tuning, Business Intelligence, Stored Procedures, SSRS, Oracle, Requirements Analysis, IT Service Management, Solution Architecture, Program Management, Systems Analysis, Database Triggers, Indexing, Solaris, ITIL, IT Management, XML, MS SQL 2005 and 2008R2, DB performance and..., Testing, Data Modeling, Software Design Patterns, Agile Application..., Technical Writing, Scrum, Unit Testing, Technical Presentations, Software Engineering, Analysis, Team Leadership, SDLC, Programming, Process Improvement, Business Analysis, Requirements Gathering, Gap Analysis, Project Management
Education
Business school, IPADE 1997 — 1999
MBA
Fundación Arturo Rosenblueth para el Avance de la Ciencia, A.C. 1992 — 1995
MS
Universidad La Salle, A.C. 1982 — 1987
BS
Eric Axelson Eric Axelson's Virtus Partners, LLC Experience June 2013 - Present
Job Director at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC June 2013 - Present
Deloitte Tax LLP August 2008 - June 2013
Deloitte Tax LLP August 2006 - August 2008
Mobley Pool Company January 1997 - December 2004
Skills
QuickBooks, ProSystem fx Tax, GoSystems, Tax, Financial Statements, Accounts Receivable, Securitization, Accounting, Financial Analysis, Financial Modeling, Partnership Taxation, Big 4, Leadership, Account Reconciliation, Internal Audit, Financial Audits, Portfolio Management, Cost Accounting, Hedge Funds, Consolidation, Analysis, Finance, Revenue Recognition, Tax Returns, Tax Advisory, US GAAP, Tax Accounting, Tax Preparation, Financial Accounting, Income Tax, Tax Research, GAAP, Internal Controls, Due Diligence, External Audit, Auditing, Corporate Finance, Management, CPA, Budgets, International Tax, Variance Analysis, Sarbanes-Oxley Act, General Ledger, Corporate Tax, Cash Flow, Microsoft Excel, Restructuring, Investments, Fixed Assets
Education
Houston Baptist University - College of Business and Economics 2005 — 2006
Bachelor, Finance & Business Administration
Texas A&M University 1993 — 1997
Business
South Houston High School 1993 — 1993
Diploma, All fields
Virtus Partners, LLC June 2013 - Present
Deloitte Tax LLP August 2008 - June 2013
Deloitte Tax LLP August 2006 - August 2008
Mobley Pool Company January 1997 - December 2004
Skills
QuickBooks, ProSystem fx Tax, GoSystems, Tax, Financial Statements, Accounts Receivable, Securitization, Accounting, Financial Analysis, Financial Modeling, Partnership Taxation, Big 4, Leadership, Account Reconciliation, Internal Audit, Financial Audits, Portfolio Management, Cost Accounting, Hedge Funds, Consolidation, Analysis, Finance, Revenue Recognition, Tax Returns, Tax Advisory, US GAAP, Tax Accounting, Tax Preparation, Financial Accounting, Income Tax, Tax Research, GAAP, Internal Controls, Due Diligence, External Audit, Auditing, Corporate Finance, Management, CPA, Budgets, International Tax, Variance Analysis, Sarbanes-Oxley Act, General Ledger, Corporate Tax, Cash Flow, Microsoft Excel, Restructuring, Investments, Fixed Assets
Education
Houston Baptist University - College of Business and Economics 2005 — 2006
Bachelor, Finance & Business Administration
Texas A&M University 1993 — 1997
Business
South Houston High School 1993 — 1993
Diploma, All fields
Thien Le Hoang Thien Le Hoang's Virtus Partners, LLC Experience December 2007 - October 2012
Job Associate Informatics Analyst at MD Anderson
Industry Financial Services
Experience
MD Anderson Cancer Center October 2014 - Present
Wells Fargo November 2012 - June 2014
Virtus Partners, LLC December 2007 - October 2012
JP Morgan Chase April 2006 - December 2007
Bank of America July 2001 - April 2006
Skills
Bloomberg, Fixed Income, Capital Markets, Asset Management, Derivatives, Portfolio Management, Equities, Middle Office, Hedge Funds, Structured Finance, Financial Modeling, Banking, Settlement, Investments, Structured Products, Loans
Education
University of Houston
BBA, Business Administration
MD Anderson Cancer Center October 2014 - Present
Wells Fargo November 2012 - June 2014
Virtus Partners, LLC December 2007 - October 2012
JP Morgan Chase April 2006 - December 2007
Bank of America July 2001 - April 2006
Skills
Bloomberg, Fixed Income, Capital Markets, Asset Management, Derivatives, Portfolio Management, Equities, Middle Office, Hedge Funds, Structured Finance, Financial Modeling, Banking, Settlement, Investments, Structured Products, Loans
Education
University of Houston
BBA, Business Administration
Justin Santos Justin Santos's Virtus Partners, LLC Experience January 2012 - January 2013
Job Justin Santos
Industry Pharmaceuticals
Experience
Virtus Partners, LLC January 2012 - January 2013
Christina K. Dee's CPA June 2008 - May 2009
Merrill Lynch December 2008 - January 2009
Skills
Bloomberg, Investments, Strategic Financial..., Forecasting, Portfolio Management, Financial Modeling, Project Management, Microsoft Excel, Microsoft Office, VBA, PowerPoint, Financial Analysis, Customer Service, Corporate Finance, Analysis
Education
Roosevelt University 2014 — 2017
Doctor of Pharmacy (PharmD), Pharmacy
University of Houston 2013 — 2014
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
Virtus Partners, LLC January 2012 - January 2013
Christina K. Dee's CPA June 2008 - May 2009
Merrill Lynch December 2008 - January 2009
Skills
Bloomberg, Investments, Strategic Financial..., Forecasting, Portfolio Management, Financial Modeling, Project Management, Microsoft Excel, Microsoft Office, VBA, PowerPoint, Financial Analysis, Customer Service, Corporate Finance, Analysis
Education
Roosevelt University 2014 — 2017
Doctor of Pharmacy (PharmD), Pharmacy
University of Houston 2013 — 2014
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
Cindy Kim Evangelista, PMP Cindy Kim Evangelista, PMP's Virtus Partners, LLC Experience May 2003 - August 2003
Job Associate at Booz Allen Hamilton
Industry Information Technology and Services
Experience
Booz Allen Hamilton October 2010 - Present
CGI Federal 2004 - November 2010
Virtus Partners LLC May 2003 - August 2003
Commonwealth of PA May 2002 - August 2002
Unisys May 2000 - April 2001
Skills
SDLC, Requirements Analysis, Visio, CRM, Business Process, Project Management, Project Estimation, Project Planning, Project Delivery, Business Process..., Business Analysis, Customer Support, Help Desk Support, Training Delivery, Instructor-led Training, Requirements Gathering, Web Design, Requirements Management, Design Management, System Testing, Test Management, User Interface Design, SharePoint, Enterprise Architecture, PMP, Integration, Business Intelligence, Data Warehousing, Program Management, IT Strategy, Quality Assurance, PMO
Education
Penn State University 1999 — 2003
BA, Information Sciences Technology
high school
Booz Allen Hamilton October 2010 - Present
CGI Federal 2004 - November 2010
Virtus Partners LLC May 2003 - August 2003
Commonwealth of PA May 2002 - August 2002
Unisys May 2000 - April 2001
Skills
SDLC, Requirements Analysis, Visio, CRM, Business Process, Project Management, Project Estimation, Project Planning, Project Delivery, Business Process..., Business Analysis, Customer Support, Help Desk Support, Training Delivery, Instructor-led Training, Requirements Gathering, Web Design, Requirements Management, Design Management, System Testing, Test Management, User Interface Design, SharePoint, Enterprise Architecture, PMP, Integration, Business Intelligence, Data Warehousing, Program Management, IT Strategy, Quality Assurance, PMO
Education
Penn State University 1999 — 2003
BA, Information Sciences Technology
high school
Aaron Ruiz Aaron Ruiz's Virtus Partners, LLC Experience June 2013 - Present
Job Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC June 2013 - Present
SMI Machine Tools September 2011 - June 2013
SMI Machine Tools September 2011 - June 2013
Skills
Sales Management, Sales Operations, Sales, New Business Development, Purchasing, Negotiation, Product Development, Manufacturing, Marketing Strategy, Operations Management, Fixed Income Portfolio..., Fixed Income Analysis
Education
Houston Baptist University
Finance
Houston Baptist University
Finance, General
Virtus Partners, LLC June 2013 - Present
SMI Machine Tools September 2011 - June 2013
SMI Machine Tools September 2011 - June 2013
Skills
Sales Management, Sales Operations, Sales, New Business Development, Purchasing, Negotiation, Product Development, Manufacturing, Marketing Strategy, Operations Management, Fixed Income Portfolio..., Fixed Income Analysis
Education
Houston Baptist University
Finance
Houston Baptist University
Finance, General
Vincenzo La Ruffa Vincenzo La Ruffa's Virtus Partners, LLC Experience January 2015 - Present
Job Head of Financial Technology and Services Group at Aquiline Capital Partners
Industry Venture Capital & Private Equity
Experience
Aquiline Capital Partners June 2014 - Present
Fenergo August 2015 - Present
Virtus Partners, LLC January 2015 - Present
LenderLive Network May 2015 - Present
BI-SAM January 2015 - Present
The Logic Group July 2011 - November 2014
ETF Securities December 2011 - May 2014
MMIT (Managed Markets Insight & Technology) March 2011 - May 2014
Susquehanna Growth Equity (SGE) October 2006 - May 2014
Derivix Corporation July 2008 - June 2012
Skills
Private Equity, Financial Services, Financial Technology, Venture Capital, Hedge Funds
Education
University of Pennsylvania 1998 — 2002
BA, Classics
University of Pennsylvania - The Wharton School 1998 — 2002
BS, Economics(Finance)
La Salle College High School 1994 — 1998
Aquiline Capital Partners June 2014 - Present
Fenergo August 2015 - Present
Virtus Partners, LLC January 2015 - Present
LenderLive Network May 2015 - Present
BI-SAM January 2015 - Present
The Logic Group July 2011 - November 2014
ETF Securities December 2011 - May 2014
MMIT (Managed Markets Insight & Technology) March 2011 - May 2014
Susquehanna Growth Equity (SGE) October 2006 - May 2014
Derivix Corporation July 2008 - June 2012
Skills
Private Equity, Financial Services, Financial Technology, Venture Capital, Hedge Funds
Education
University of Pennsylvania 1998 — 2002
BA, Classics
University of Pennsylvania - The Wharton School 1998 — 2002
BS, Economics(Finance)
La Salle College High School 1994 — 1998
Daniel J. Walsh, MBA Daniel J. Walsh, MBA's Virtus Partners, LLC Experience July 2011 - May 2013
Job Sales & Trading Assistant Natural Gas & Power
Industry Investment Banking
Experience
Bank of America Merrill Lynch May 2014 - Present
Barclays May 2013 - May 2014
Virtus Partners, LLC July 2011 - May 2013
Dawson James Securities October 2009 - July 2011
Markit April 2005 - September 2009
Skills
Microsoft Office, Advanced Excel Skills, ClearPar Loan..., CDO Suite, Markit - Loan-X, Bloomberg Terminal, Loan I.Q., Leveraged Finance, Financial Reporting, Financial Planning, Financial Management, Financial Advisory, Bonds, Loans, Fixed Income, Settlement, Securities, Debt, Middle Office, Investment Banking, Hedge Funds, Portfolio Management, Trading, Asset Management, Bloomberg, Capital Markets, Investments, Equities, Due Diligence, Structured Products, Derivatives, Managerial Finance, Financial Risk, Mutual Funds, Financial Services, Financial Modeling, Finance, Analysis, Structured Finance, Banking, Series 7, Financial Markets, Corporate Actions, Valuation, Alternative Investments, Management, Risk Management, Financial Analysis, Credit, CRM
Education
Nova Southeastern University 2009 — 2013
M.B.A., Concentration in Management
State University of New York College at Oneonta 2001 — 2004
B.S., Business Economics
Bank of America Merrill Lynch May 2014 - Present
Barclays May 2013 - May 2014
Virtus Partners, LLC July 2011 - May 2013
Dawson James Securities October 2009 - July 2011
Markit April 2005 - September 2009
Skills
Microsoft Office, Advanced Excel Skills, ClearPar Loan..., CDO Suite, Markit - Loan-X, Bloomberg Terminal, Loan I.Q., Leveraged Finance, Financial Reporting, Financial Planning, Financial Management, Financial Advisory, Bonds, Loans, Fixed Income, Settlement, Securities, Debt, Middle Office, Investment Banking, Hedge Funds, Portfolio Management, Trading, Asset Management, Bloomberg, Capital Markets, Investments, Equities, Due Diligence, Structured Products, Derivatives, Managerial Finance, Financial Risk, Mutual Funds, Financial Services, Financial Modeling, Finance, Analysis, Structured Finance, Banking, Series 7, Financial Markets, Corporate Actions, Valuation, Alternative Investments, Management, Risk Management, Financial Analysis, Credit, CRM
Education
Nova Southeastern University 2009 — 2013
M.B.A., Concentration in Management
State University of New York College at Oneonta 2001 — 2004
B.S., Business Economics
sheronica watson sheronica watson's Virtus Partners, LLC Experience January 2012 - December 2012
Job Family Based Counselor at State of Texas DFPS
Industry Individual & Family Services
Experience
State of Texas - DFPS 2015 - Present
Virtus Partners, LLC January 2012 - December 2012
Virtus Partners, LLC January 2012 - December 2012
Litton January 2006 - November 2011
Litton Loan Servicing January 2001 - January 2011
Litton January 1999 - November 2006
Citi - Texaco/Shell Gas Card January 1997 - January 2000
Foley's January 1993 - January 1997
Education
Prairie View A&M University 2015 — 2016
Master’s Degree, Architecture, 3.9
University of St. Thomas (TX) 2008 — 2009
pursuing MBA, MBA
Prairie View A&M University
Master of Arts (M.A.), Counselor Education/School Counseling and Guidance Services
University of Phoenix
Bachelor of Science, Business Management, Accounting
State of Texas - DFPS 2015 - Present
Virtus Partners, LLC January 2012 - December 2012
Virtus Partners, LLC January 2012 - December 2012
Litton January 2006 - November 2011
Litton Loan Servicing January 2001 - January 2011
Litton January 1999 - November 2006
Citi - Texaco/Shell Gas Card January 1997 - January 2000
Foley's January 1993 - January 1997
Education
Prairie View A&M University 2015 — 2016
Master’s Degree, Architecture, 3.9
University of St. Thomas (TX) 2008 — 2009
pursuing MBA, MBA
Prairie View A&M University
Master of Arts (M.A.), Counselor Education/School Counseling and Guidance Services
University of Phoenix
Bachelor of Science, Business Management, Accounting
Shannon Huang Shannon Huang's Virtus Partners, LLC Experience May 2015 - Present
Job Data Analyst at Virtus Partners, LLC
Industry Research
Experience
Virtus Partners, LLC May 2015 - Present
Virtus Partners, LLC February 2015 - May 2015
Group 1 Automotive July 2014 - February 2015
Biopharma Informatic, Inc. May 2013 - March 2014
Hsam Oriental Bistro October 2010 - April 2013
Vector Marketing May 2010 - September 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Critical Thinking, Mandarin, Mac OS, Statistics, Data Analysis, Research, Access, Healthcare, Data Entry, Technical Writing, Analysis, Outlook, Customer Service, Business Administration, Teamwork
Education
University of Houston 2015 — 2017
Master of Science (MS), Accounting
University of Houston 2014 — 2015
Certificate in Accountancy Program (CAP), Accounting
University of Houston 2009 — 2013
Bachelor of Science (B.S.), Biochemical and Biophysical Sciences Major
Virtus Partners, LLC May 2015 - Present
Virtus Partners, LLC February 2015 - May 2015
Group 1 Automotive July 2014 - February 2015
Biopharma Informatic, Inc. May 2013 - March 2014
Hsam Oriental Bistro October 2010 - April 2013
Vector Marketing May 2010 - September 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Critical Thinking, Mandarin, Mac OS, Statistics, Data Analysis, Research, Access, Healthcare, Data Entry, Technical Writing, Analysis, Outlook, Customer Service, Business Administration, Teamwork
Education
University of Houston 2015 — 2017
Master of Science (MS), Accounting
University of Houston 2014 — 2015
Certificate in Accountancy Program (CAP), Accounting
University of Houston 2009 — 2013
Bachelor of Science (B.S.), Biochemical and Biophysical Sciences Major
Ryan Ngo Ryan Ngo's Virtus Partners, LLC Experience September 2015 - Present
Job CDO Compliance/QC Analyst II at Virtus Partners, LLC
Industry
Experience
Virtus Partners, LLC September 2015 - Present
Virtus Partners, LLC January 2015 - September 2015
Wells Fargo June 2014 - January 2015
Staples May 2013 - October 2013
Best Buy May 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Sales, PowerPoint, Leadership, Time Management, Social Networking, Social Media, Teamwork, Event Planning
Education
University of Houston 2012 — 2016
Bachelor of Science (BS), Economics
Virtus Partners, LLC September 2015 - Present
Virtus Partners, LLC January 2015 - September 2015
Wells Fargo June 2014 - January 2015
Staples May 2013 - October 2013
Best Buy May 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Sales, PowerPoint, Leadership, Time Management, Social Networking, Social Media, Teamwork, Event Planning
Education
University of Houston 2012 — 2016
Bachelor of Science (BS), Economics
Avinash Kinra's Virtus Partners, LLC Experience August 2013 - October 2014
Job Financial Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
U.S. Army (Texas Army National Guard) February 2000 - Present
Virtus Partners, LLC August 2013 - October 2014
Comerica Bank August 2012 - March 2013
Skills
Management, Intelligence Analysis, Team Leadership, Statistical Data..., Qualitative Research, Leadership, Report Writing, Project Management, Process Improvement
Education
The University of Texas at Austin 2007 — 2011
Master's Degree, Master of Public Administration
The University of Houston 1999 — 2004
Bachelor of Arts (B.A.)
Charles Schwab October 2014 - Present
U.S. Army (Texas Army National Guard) February 2000 - Present
Virtus Partners, LLC August 2013 - October 2014
Comerica Bank August 2012 - March 2013
Skills
Management, Intelligence Analysis, Team Leadership, Statistical Data..., Qualitative Research, Leadership, Report Writing, Project Management, Process Improvement
Education
The University of Texas at Austin 2007 — 2011
Master's Degree, Master of Public Administration
The University of Houston 1999 — 2004
Bachelor of Arts (B.A.)
LaToshia Hammons LaToshia Hammons's Virtus Partners, LLC Experience July 2008 - March 2010
Job Senior Analyst
Industry Financial Services
Experience
The Situs Companies 2011 - Present
Virtus Partners, LLC July 2008 - March 2010
Wells Fargo Capital Finance May 2007 - July 2008
CapitalSource August 2006 - May 2007
Skills
Relationship Management, Organizational..., Asset Managment, CMBS, Operating Budgets, Account Reconciliation, Loans, Due Diligence, Investments, Commercial Mortgages, Training, Financial Analysis, Financial Reporting, Budget Monitoring, Treasury Management, Auditing, Credit, Portfolio Management
Education
University of Houston-Clear Lake
Master of Arts (M.A.), Industrial and Organizational Psychology
University of St. Thomas (TX)
Bachelor of Arts (B.A.), Psychology
The Situs Companies 2011 - Present
Virtus Partners, LLC July 2008 - March 2010
Wells Fargo Capital Finance May 2007 - July 2008
CapitalSource August 2006 - May 2007
Skills
Relationship Management, Organizational..., Asset Managment, CMBS, Operating Budgets, Account Reconciliation, Loans, Due Diligence, Investments, Commercial Mortgages, Training, Financial Analysis, Financial Reporting, Budget Monitoring, Treasury Management, Auditing, Credit, Portfolio Management
Education
University of Houston-Clear Lake
Master of Arts (M.A.), Industrial and Organizational Psychology
University of St. Thomas (TX)
Bachelor of Arts (B.A.), Psychology
Kelli Maltsbarger Kelli Maltsbarger's Virtus Partners, LLC Experience August 2012 - September 2013
Job Assistant Vice President Agent Services Dept at Markit
Industry Financial Services
Experience
Markit September 2013 - Present
Virtus Partners, LLC August 2012 - September 2013
State Street Bank June 2011 - August 2012
Claremont McKenna College September 2007 - May 2011
Skills
•Client and Customer..., •Daily Time Sensitive..., •Both Team and..., •Accuracy and..., •New Employee Training..., •Extensive Microsoft..., •Various Loan..., •Intensive Cash and..., •USD and Foreign..., •Multiple External..., Customer Service, Portfolio Management, Loans, Capital Markets, Bloomberg, Microsoft Excel
Education
Claremont McKenna College 2007 — 2011
Bachelor of Arts (B.A.), Economics - Dual Degree: Classical Studies, 3.64/4.00
Markit September 2013 - Present
Virtus Partners, LLC August 2012 - September 2013
State Street Bank June 2011 - August 2012
Claremont McKenna College September 2007 - May 2011
Skills
•Client and Customer..., •Daily Time Sensitive..., •Both Team and..., •Accuracy and..., •New Employee Training..., •Extensive Microsoft..., •Various Loan..., •Intensive Cash and..., •USD and Foreign..., •Multiple External..., Customer Service, Portfolio Management, Loans, Capital Markets, Bloomberg, Microsoft Excel
Education
Claremont McKenna College 2007 — 2011
Bachelor of Arts (B.A.), Economics - Dual Degree: Classical Studies, 3.64/4.00
Josh Olf Josh Olf's Virtus Partners, LLC Experience January 2013 - Present
Job Loan Closer at Virtus Partners, LLC
Industry Banking
Experience
Virtus Partners, LLC January 2013 - Present
U.S. Bank 2006 - 2010
US Army 1998 - 2004
Skills
Operations Management, Structured Finance, Trading Operations, Finance, Loans, Fixed Income, Asset Management, Banking, Bloomberg, Capital Markets, Credit, Derivatives, Mutual Funds, Portfolio Management, Securities
Education
United States Military Academy at West Point
Virtus Partners, LLC January 2013 - Present
U.S. Bank 2006 - 2010
US Army 1998 - 2004
Skills
Operations Management, Structured Finance, Trading Operations, Finance, Loans, Fixed Income, Asset Management, Banking, Bloomberg, Capital Markets, Credit, Derivatives, Mutual Funds, Portfolio Management, Securities
Education
United States Military Academy at West Point
Ted Tou Ted Tou's Virtus Partners, LLC Experience May 2013 - May 2015
Job BNY Mellon Client Service Manager
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
Virtus Partners, LLC May 2013 - May 2015
Bank of New York Mellon February 2011 - May 2013
The Bank of New York Mellon February 2007 - February 2011
Keller Williams Real Estate February 2005 - February 2007
Gregg & Valby, LLP July 2003 - January 2005
Skills
Mortgage Lending, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Loan Origination, Loans, Risk Management, Banking, Securities, Corporate Finance, Cash Management, Account Reconciliation, Cash Flow
Education
University of Houston 1998 — 2003
Business Administrations, Marketing
BNY Mellon May 2015 - Present
Virtus Partners, LLC May 2013 - May 2015
Bank of New York Mellon February 2011 - May 2013
The Bank of New York Mellon February 2007 - February 2011
Keller Williams Real Estate February 2005 - February 2007
Gregg & Valby, LLP July 2003 - January 2005
Skills
Mortgage Lending, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Loan Origination, Loans, Risk Management, Banking, Securities, Corporate Finance, Cash Management, Account Reconciliation, Cash Flow
Education
University of Houston 1998 — 2003
Business Administrations, Marketing
Jon Summers Jon Summers's Virtus Partners, LLC Experience March 2015 - Present
Job Head of Portfolio Accounting at Virtus Partners, LLC
Industry Banking
Experience
Virtus Partners, LLC March 2015 - Present
Citibank August 2005 - March 2015
West Irondequoit Central School District November 2007 - March 2012
Skills
Bonds, Hedge Funds, Equities, Middle Office, Swaps, Financial Services, Portfolio Management, Investments, Fixed Income, Options, Account Reconciliation, Accounting, Time Management, General Ledger, Valuation, Bloomberg, Trading Systems, Derivatives, Capital Markets, Alternative Investments, Mutual Funds, Financial Modeling, Asset Management, Securities, Investment Banking, Banking, Equity Derivatives, FX Options
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
BA, Finance & Economics
American University
West Irondequoit High School
Virtus Partners, LLC March 2015 - Present
Citibank August 2005 - March 2015
West Irondequoit Central School District November 2007 - March 2012
Skills
Bonds, Hedge Funds, Equities, Middle Office, Swaps, Financial Services, Portfolio Management, Investments, Fixed Income, Options, Account Reconciliation, Accounting, Time Management, General Ledger, Valuation, Bloomberg, Trading Systems, Derivatives, Capital Markets, Alternative Investments, Mutual Funds, Financial Modeling, Asset Management, Securities, Investment Banking, Banking, Equity Derivatives, FX Options
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
BA, Finance & Economics
American University
West Irondequoit High School
Alvin Ngo's Virtus Partners, LLC Experience July 2015 - Present
Job Financial Analyst
Industry Financial Services
Experience
Virtus Partners, LLC July 2015 - Present
PSC July 2015 - Present
Mosaic Sales Solutions November 2013 - May 2015
Skills
Marketing, Customer Service, Management, Microsoft Office, Sales, Leadership, Market Research, Public Speaking, EViews, Stata, R, PowerPoint, Microsoft Excel, Marketing Strategy, Microsoft Word, Data Analysis, Time Management, Sales Management, cdo suite, JIRA, Intranet Portals, Cisco Nexus
Education
University of Houston 2012 — 2014
Bachelor of Science (B.S.), Economics and Political Science
Lone Star College 2011 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Virtus Partners, LLC July 2015 - Present
PSC July 2015 - Present
Mosaic Sales Solutions November 2013 - May 2015
Skills
Marketing, Customer Service, Management, Microsoft Office, Sales, Leadership, Market Research, Public Speaking, EViews, Stata, R, PowerPoint, Microsoft Excel, Marketing Strategy, Microsoft Word, Data Analysis, Time Management, Sales Management, cdo suite, JIRA, Intranet Portals, Cisco Nexus
Education
University of Houston 2012 — 2014
Bachelor of Science (B.S.), Economics and Political Science
Lone Star College 2011 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Taha Hussain Taha Hussain's Virtus Partners, LLC Experience April 2015 - Present
Job Data Analyst II at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC April 2015 - Present
Virtus Partners, LLC July 2014 - April 2015
UT Division of Food and Housing August 2012 - December 2014
Austin Independent School District January 2014 - May 2014
Veras Research June 2013 - August 2013
RuffaloCODY January 2012 - May 2012
Dillards July 2008 - December 2010
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Social Media, Statistics, Customer Service, Strategic Planning, Fundraising, Fixed Income, Total Return Swaps, Asset Management, Finance, Financial Analysis, Time Management
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin 2010 — 2014
Minor, Business Foundations
Virtus Partners, LLC April 2015 - Present
Virtus Partners, LLC July 2014 - April 2015
UT Division of Food and Housing August 2012 - December 2014
Austin Independent School District January 2014 - May 2014
Veras Research June 2013 - August 2013
RuffaloCODY January 2012 - May 2012
Dillards July 2008 - December 2010
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Social Media, Statistics, Customer Service, Strategic Planning, Fundraising, Fixed Income, Total Return Swaps, Asset Management, Finance, Financial Analysis, Time Management
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin 2010 — 2014
Minor, Business Foundations
Saurabh Maitra's Virtus Partners, LLC Experience March 2014 - Present
Job Analyst at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC March 2014 - Present
Cougar Investment Fund LLC August 2012 - December 2013
Imagecom, Inc. (Aspire3d) 2008 - 2010
Imagecom, Inc. (Aspire3d) 2003 - 2008
Tech Mahindra 1998 - 2000
Skills
Management, Financial Modeling, Equity Research, Valuation, Financial Analysis, Portfolio Management, Corporate Finance, Risk Management, VBA, Analysis, Proposal Writing, Software Development, Software Engineering, Engineering, Testing, Software Design, Data Analysis, Market Analysis, Matlab, Project Management
Education
University of Houston
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Arlington
MS, Computer Science
Indian Institute of Technology, Madras
BS, Civil Engineering
CFA Institute
Virtus Partners, LLC March 2014 - Present
Cougar Investment Fund LLC August 2012 - December 2013
Imagecom, Inc. (Aspire3d) 2008 - 2010
Imagecom, Inc. (Aspire3d) 2003 - 2008
Tech Mahindra 1998 - 2000
Skills
Management, Financial Modeling, Equity Research, Valuation, Financial Analysis, Portfolio Management, Corporate Finance, Risk Management, VBA, Analysis, Proposal Writing, Software Development, Software Engineering, Engineering, Testing, Software Design, Data Analysis, Market Analysis, Matlab, Project Management
Education
University of Houston
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Arlington
MS, Computer Science
Indian Institute of Technology, Madras
BS, Civil Engineering
CFA Institute
Anne Chang's Virtus Partners, LLC Experience March 2015 - Present
Job Managing Director at Virtus Partners, LLC
Industry Investment Banking
Experience
Virtus Partners, LLC March 2015 - Present
Barclays Capital October 2011 - July 2014
JP Morgan March 2008 - September 2011
Bear Stearns September 2003 - March 2008
Morgan Stanley November 2001 - August 2003
Skills
Fixed Income, Equities, Derivatives, Investment Banking, Financial Modeling, Valuation, Accounting, Capital Markets, Financial Reporting, Portfolio Management, Corporate Finance, Bloomberg
Education
University at Buffalo
Bachelor of Science, Business Administraion (Accounting & Finance)
Virtus Partners, LLC March 2015 - Present
Barclays Capital October 2011 - July 2014
JP Morgan March 2008 - September 2011
Bear Stearns September 2003 - March 2008
Morgan Stanley November 2001 - August 2003
Skills
Fixed Income, Equities, Derivatives, Investment Banking, Financial Modeling, Valuation, Accounting, Capital Markets, Financial Reporting, Portfolio Management, Corporate Finance, Bloomberg
Education
University at Buffalo
Bachelor of Science, Business Administraion (Accounting & Finance)
Omar. Musule's Virtus Partners, LLC Experience December 2011 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
Virtus Partners, LLC December 2011 - Present
UBS Investment Bank 2007 - December 2011
JPMorgan December 2002 - April 2007
Education
University of Houston 1996 — 2001
Virtus Partners, LLC December 2011 - Present
UBS Investment Bank 2007 - December 2011
JPMorgan December 2002 - April 2007
Education
University of Houston 1996 — 2001
Heather Jewell's Virtus Partners, LLC Experience July 2013 - November 2013
Job Data Analysis
Industry Marketing and Advertising
Experience
Virtus Partners, LLC July 2013 - November 2013
The Advertising Checking Bureau August 2012 - July 2013
Perkins and Marie Callender's LLC April 2012 - August 2012
ALSAC/St. Jude Children's Research Hospital June 2006 - November 2009
Catherines Stores Corporation 2004 - 2006
Skills
Project Management, Report Writing, Database Marketing, Data Analysis, Access Database, SQL, Microsoft Excel, Customer Service, End User Training, Business Intelligence, Analysis, Databases, Competitive Analysis, Requirements Gathering, Access, Microsoft SQL Server, Business Analysis
Education
Arkansas State University 2000 — 2002
Bachelor of Science, Management Information Systems
Virtus Partners, LLC July 2013 - November 2013
The Advertising Checking Bureau August 2012 - July 2013
Perkins and Marie Callender's LLC April 2012 - August 2012
ALSAC/St. Jude Children's Research Hospital June 2006 - November 2009
Catherines Stores Corporation 2004 - 2006
Skills
Project Management, Report Writing, Database Marketing, Data Analysis, Access Database, SQL, Microsoft Excel, Customer Service, End User Training, Business Intelligence, Analysis, Databases, Competitive Analysis, Requirements Gathering, Access, Microsoft SQL Server, Business Analysis
Education
Arkansas State University 2000 — 2002
Bachelor of Science, Management Information Systems
Jimmie Bridwell's Virtus Partners, LLC Experience July 2012 - Present
Job Chief Operating Officer at Virtus Partners, LLC
Industry Banking
Experience
Virtus Partners, LLC July 2012 - Present
J.P. Morgan February 2012 - July 2012
J.P. Morgan February 2008 - February 2012
J.P. Morgan October 2006 - February 2008
TD Bank Group November 1997 - October 2006
Skills
Collateral Management, Fixed Income, Capital Markets, Loans, Derivatives, Operations Management, series 7, series 99, Process Engineering, Project Management, Tax, SAP, CLO, Closing Deals, Private Equity, Hedge Funds, CDS, Bond Markets, Debt Restructuring, Treasury Services, Investment Banking, Trading, Risk Management, Financial Risk, Portfolio Management, Structured Finance, Mergers & Acquisitions
Education
University of Houston 1991 — 1999
Bachelor of Science (BS), Political Science and Government
University of Houston
Bachelor of Science
Aldine
Virtus Partners, LLC July 2012 - Present
J.P. Morgan February 2012 - July 2012
J.P. Morgan February 2008 - February 2012
J.P. Morgan October 2006 - February 2008
TD Bank Group November 1997 - October 2006
Skills
Collateral Management, Fixed Income, Capital Markets, Loans, Derivatives, Operations Management, series 7, series 99, Process Engineering, Project Management, Tax, SAP, CLO, Closing Deals, Private Equity, Hedge Funds, CDS, Bond Markets, Debt Restructuring, Treasury Services, Investment Banking, Trading, Risk Management, Financial Risk, Portfolio Management, Structured Finance, Mergers & Acquisitions
Education
University of Houston 1991 — 1999
Bachelor of Science (BS), Political Science and Government
University of Houston
Bachelor of Science
Aldine
Charlie Templeton's Virtus Partners, LLC Experience September 2006 - April 2013
Job Consultant at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte & Touche LLP December 2013 - Present
***** April 2013 - December 2013
Virtus Partners LLC September 2006 - April 2013
JPMorgan Chase October 1997 - September 2006
Skills
Bloomberg, Investments, Portfolio Management, Banking, Derivatives, Loans, Microsoft Excel, Asset Management, Fixed Income, Financial Services, Financial Analysis, Capital Markets, Securities, Credit, Equities, Structured Finance
Education
University of Houston-Clear Lake 2015 — 2017
Accounting
Blinn College 2013 — 2014
Associate's Degree, Accounting, 3.95
University of Houston 1984 — 1987
Business Administration and Management, General
Deloitte & Touche LLP December 2013 - Present
***** April 2013 - December 2013
Virtus Partners LLC September 2006 - April 2013
JPMorgan Chase October 1997 - September 2006
Skills
Bloomberg, Investments, Portfolio Management, Banking, Derivatives, Loans, Microsoft Excel, Asset Management, Fixed Income, Financial Services, Financial Analysis, Capital Markets, Securities, Credit, Equities, Structured Finance
Education
University of Houston-Clear Lake 2015 — 2017
Accounting
Blinn College 2013 — 2014
Associate's Degree, Accounting, 3.95
University of Houston 1984 — 1987
Business Administration and Management, General
Shelly (Sterling) Torkelson's Virtus Partners, LLC Experience August 2013 - Present
Job Managing Director at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC August 2013 - Present
The Bank of New York Mellon Trust Company, N.A. October 2006 - August 2013
JPMorgan Chase October 2001 - October 2006
Arthur Andersen 1998 - 2001
Southwest Bank of Texas October 1995 - October 1998
Education
University of Houston 1989 — 1993
BS, Accounting
Virtus Partners, LLC August 2013 - Present
The Bank of New York Mellon Trust Company, N.A. October 2006 - August 2013
JPMorgan Chase October 2001 - October 2006
Arthur Andersen 1998 - 2001
Southwest Bank of Texas October 1995 - October 1998
Education
University of Houston 1989 — 1993
BS, Accounting
Shely Briones's Virtus Partners, LLC Experience April 2006 - Present
Job Director Compliance Analytics at Virtus Partners LLC
Industry Financial Services
Experience
Virtus Partners LLC April 2006 - Present
JPMorgan Chase 2000 - 2006
JPMorgan Chase 2000 - 2006
JPMorgan Chase 2000 - 2006
Skills
CDO, Structured Finance, Fixed Income, Capital Markets, Financial Modeling, Structured Products, Hedge Funds, Loans, Banking, Investments, Equities, Middle Office, Investment Banking
Education
University of Houston 1994 — 2000
BBS, Finance
Virtus Partners LLC April 2006 - Present
JPMorgan Chase 2000 - 2006
JPMorgan Chase 2000 - 2006
JPMorgan Chase 2000 - 2006
Skills
CDO, Structured Finance, Fixed Income, Capital Markets, Financial Modeling, Structured Products, Hedge Funds, Loans, Banking, Investments, Equities, Middle Office, Investment Banking
Education
University of Houston 1994 — 2000
BBS, Finance
Mariela Tavira's Virtus Partners, LLC Experience April 2013 - Present
Job HR Generalist at Virtus Partners, LLC
Industry Logistics and Supply Chain
Experience
Virtus Partners, LLC April 2013 - Present
ABA Express March 2011 - 2012
HTV Global Resource Ventures Inc./ Petroleum Service Inc February 2010 - May 2011
Houston Real Estate Group August 2008 - January 2010
University of Houston 2006 - 2008
Skills
Employee Benefits, Access, Human Resources, PeopleSoft, Budgets, Employee Relations, Payroll, Leadership, Onboarding, Process Improvement, Time Management, Training, Analysis, College Recruiting, Recruiting, New Hire Orientations, Applicant Tracking..., Team Building, Microsoft Office, Microsoft Excel
Education
University of Houston, C.T. Bauer College of Business 2002 — 2008
B.B.A, Operations Management
Virtus Partners, LLC April 2013 - Present
ABA Express March 2011 - 2012
HTV Global Resource Ventures Inc./ Petroleum Service Inc February 2010 - May 2011
Houston Real Estate Group August 2008 - January 2010
University of Houston 2006 - 2008
Skills
Employee Benefits, Access, Human Resources, PeopleSoft, Budgets, Employee Relations, Payroll, Leadership, Onboarding, Process Improvement, Time Management, Training, Analysis, College Recruiting, Recruiting, New Hire Orientations, Applicant Tracking..., Team Building, Microsoft Office, Microsoft Excel
Education
University of Houston, C.T. Bauer College of Business 2002 — 2008
B.B.A, Operations Management
Anthony L. Abenante's Virtus Partners, LLC Experience March 2015 - Present
Job Executive Advisor and Technology Investor
Industry Financial Services
Experience
Bloomberg Tradebook June 2015 - Present
Virtus Partners, LLC March 2015 - Present
Aquiline Capital Partners June 2014 - Present
KCG Holdings, Inc. March 2014 - Present
Instinet Incorporated June 2007 - June 2012
Nomura Securities 2003 - 2007
ITG December 1993 - July 2003
Morgan Stanley March 1989 - October 1993
Skills
Electronic Trading, Trading Systems, Equities, Equity Trading, Trading, Capital Markets, Market Data, Hedge Funds, Financial Markets, Derivatives, Options, Series 7, Series 24, Series 55, Series 9/10, Series 63, Fixed Income, Financial Risk, Trading Strategies, Proprietary Trading, ETFs, FX trading, Bloomberg, FX Options, Securities, FX Trading, FINRA
Education
Carnegie Mellon University
Bachelor of Science (BSc), Industrial Management
Bloomberg Tradebook June 2015 - Present
Virtus Partners, LLC March 2015 - Present
Aquiline Capital Partners June 2014 - Present
KCG Holdings, Inc. March 2014 - Present
Instinet Incorporated June 2007 - June 2012
Nomura Securities 2003 - 2007
ITG December 1993 - July 2003
Morgan Stanley March 1989 - October 1993
Skills
Electronic Trading, Trading Systems, Equities, Equity Trading, Trading, Capital Markets, Market Data, Hedge Funds, Financial Markets, Derivatives, Options, Series 7, Series 24, Series 55, Series 9/10, Series 63, Fixed Income, Financial Risk, Trading Strategies, Proprietary Trading, ETFs, FX trading, Bloomberg, FX Options, Securities, FX Trading, FINRA
Education
Carnegie Mellon University
Bachelor of Science (BSc), Industrial Management
Blesson T. Varghese's Virtus Partners, LLC Experience February 2014 - Present
Job GAA at Virtus partners
Industry Human Resources
Experience
Virtus Partners, LLC February 2014 - Present
St. Mary's Orthodox Church January 2014 - December 2014
Virtus Partners, LLC May 2013 - December 2013
Shifa Al Jazeera Medical Group June 2009 - March 2012
Webtek Labs Pvt.Ltd June 2008 - December 2008
Intellicom Contact Centers May 2004 - May 2006
Skills
Talent Acquisition, Employee Relations, Performance Appraisal, Screening, Sourcing, Benefits Negotiation, Negotiation, Executive Search, Team Management, Performance Management, Management, Employee Engagement, Talent Management
Education
Bharati Vidyapeeth 2006 — 2008
MBA, Human Resource & Finance
Mahatma Gandhi University 2002 — 2005
BBA, Business Administration and Management, General, First class
Montfort School 2000 — 2002
High School, Commerce
Virtus Partners, LLC February 2014 - Present
St. Mary's Orthodox Church January 2014 - December 2014
Virtus Partners, LLC May 2013 - December 2013
Shifa Al Jazeera Medical Group June 2009 - March 2012
Webtek Labs Pvt.Ltd June 2008 - December 2008
Intellicom Contact Centers May 2004 - May 2006
Skills
Talent Acquisition, Employee Relations, Performance Appraisal, Screening, Sourcing, Benefits Negotiation, Negotiation, Executive Search, Team Management, Performance Management, Management, Employee Engagement, Talent Management
Education
Bharati Vidyapeeth 2006 — 2008
MBA, Human Resource & Finance
Mahatma Gandhi University 2002 — 2005
BBA, Business Administration and Management, General, First class
Montfort School 2000 — 2002
High School, Commerce
Afshan Ahmed's Virtus Partners, LLC Experience April 2014 - Present
Job Senior Director at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC April 2014 - Present
Virtus Partners, LLC June 2013 - April 2014
BNY Mellon November 2011 - June 2013
BNY Mellon December 2008 - March 2012
BNY Mellon January 2007 - December 2008
Skills
Financial Services, Portfolio Management, CDO, Strategy, New Business Development, Capital Markets, Fixed Income, CRM, Management, Securities, Banking, Hedge Funds, Bloomberg
Education
Houston Baptist University - College of Business and Economics 1998 — 2002
BS, Business Administration and Biology
Alief Elsik high school
Virtus Partners, LLC April 2014 - Present
Virtus Partners, LLC June 2013 - April 2014
BNY Mellon November 2011 - June 2013
BNY Mellon December 2008 - March 2012
BNY Mellon January 2007 - December 2008
Skills
Financial Services, Portfolio Management, CDO, Strategy, New Business Development, Capital Markets, Fixed Income, CRM, Management, Securities, Banking, Hedge Funds, Bloomberg
Education
Houston Baptist University - College of Business and Economics 1998 — 2002
BS, Business Administration and Biology
Alief Elsik high school
Embret Rusten's Virtus Partners, LLC Experience May 2010 - Present
Job Senior Global Data Integrity Analyst at Virtus Partners, LLC
Industry Banking
Experience
Virtus Partners, LLC May 2010 - Present
Virtus Partners May 2007 - May 2010
CIBC World Markets January 2006 - April 2007
Skills
Financial Analysis, Loans, Banking, Bloomberg, Portfolio Management, Investments, Fixed Income, Due Diligence, Capital Markets, Financial Modeling, Asset Managment, Derivatives, Securities, Investment Banking
Education
Brigham Young University - Hawaii 2003 — 2005
BS, International Business Management
Brigham Young University - Idaho 2001 — 2002
Transfer to BYU - Hawaii, Business Administration and Management, General
Virtus Partners, LLC May 2010 - Present
Virtus Partners May 2007 - May 2010
CIBC World Markets January 2006 - April 2007
Skills
Financial Analysis, Loans, Banking, Bloomberg, Portfolio Management, Investments, Fixed Income, Due Diligence, Capital Markets, Financial Modeling, Asset Managment, Derivatives, Securities, Investment Banking
Education
Brigham Young University - Hawaii 2003 — 2005
BS, International Business Management
Brigham Young University - Idaho 2001 — 2002
Transfer to BYU - Hawaii, Business Administration and Management, General
Paul Plank's Virtus Partners, LLC Experience January 2014 - Present
Job Senior Director at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC January 2014 - Present
Virtus Partners, LLC April 2012 - January 2014
Virtus Partners, LLC April 2011 - April 2012
Virtus Partners, LLC March 2010 - April 2011
Virtus Partners, LLC June 2008 - March 2010
The Bank of New York February 2007 - June 2008
Skills
Data Analysis, Bloomberg, Banking, Compliance, Structured Finance, Financial Reporting, Derivatives, Microsoft Office, Customer Service, Portfolio Management, Asset Management, Financial Modeling
Education
Texas Tech University - Rawls College of Business 2002 — 2005
BBA, Management & General Business
Virtus Partners, LLC January 2014 - Present
Virtus Partners, LLC April 2012 - January 2014
Virtus Partners, LLC April 2011 - April 2012
Virtus Partners, LLC March 2010 - April 2011
Virtus Partners, LLC June 2008 - March 2010
The Bank of New York February 2007 - June 2008
Skills
Data Analysis, Bloomberg, Banking, Compliance, Structured Finance, Financial Reporting, Derivatives, Microsoft Office, Customer Service, Portfolio Management, Asset Management, Financial Modeling
Education
Texas Tech University - Rawls College of Business 2002 — 2005
BBA, Management & General Business
Kristopher Lacy's Virtus Partners, LLC Experience July 2007 - April 2011
Job Team Leader, Vice President – Global Client Administration at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2013 - Present
BNY Mellon November 2012 - December 2013
Wells Fargo Bank July 2011 - April 2012
Virtus Partners, LLC July 2007 - April 2011
BNY Mellon February 2003 - July 2007
Merrill Lynch April 2000 - August 2001
RWG Construction Management March 1998 - April 2000
Newmark Homes October 1996 - March 1998
Skills
Investment Banking, Fixed Income, Portfolio Management, Finance, Analysis, Financial Reporting, Cash Management, Treasury Management, Financial Services, Private Equity, Trading, Securities, Structured Products, Management, Loans, Investments, Structured Finance, Financial Analysis
Education
Texas A&M University 1994 — 1996
BBA, Finance
Stephen F. Austin State University 1992 — 1994
Associate's degree, Accounting, Finance
BNY Mellon December 2013 - Present
BNY Mellon November 2012 - December 2013
Wells Fargo Bank July 2011 - April 2012
Virtus Partners, LLC July 2007 - April 2011
BNY Mellon February 2003 - July 2007
Merrill Lynch April 2000 - August 2001
RWG Construction Management March 1998 - April 2000
Newmark Homes October 1996 - March 1998
Skills
Investment Banking, Fixed Income, Portfolio Management, Finance, Analysis, Financial Reporting, Cash Management, Treasury Management, Financial Services, Private Equity, Trading, Securities, Structured Products, Management, Loans, Investments, Structured Finance, Financial Analysis
Education
Texas A&M University 1994 — 1996
BBA, Finance
Stephen F. Austin State University 1992 — 1994
Associate's degree, Accounting, Finance
Matt Weston's Virtus Partners, LLC Experience July 2015 - Present
Job
Industry Banking
Experience
Virtus Partners, LLC July 2015 - Present
EJ Ward November 2013 - June 2015
Wells Fargo November 2014 - April 2015
Robert Half Technology (Cornerstone Church) November 2013 - February 2014
PDS Energy Information February 2013 - September 2013
Five Stones Research Corporation October 2012 - February 2013
Lewis Energy Group September 2011 - November 2012
Technisource May 2011 - September 2011
Intellica Corp September 2010 - May 2011
City of San Antonio March 2009 - September 2010
Skills
Silverlight, C#, ASP.NET, SSRS, SQL Server, IIS, VB.NET, PHP, MySQL, Stored Procedures, Web Services, WCF, SOAP, Peloton, Enertia, SharePoint, Sharepoint Designer, System Design, Security+, Microsoft SQL Server, SQL, SharePoint Designer, Databases, .NET, Web Applications, Visual Studio, Integration, Web Development, TFS, ASP.NET MVC, jQuery, Information Technology, SDLC
Education
Webster University 2011 — 2013
Master's degree
Harding University 2002 — 2004
BA
Arkansas State University 1997 — 2002
Associate of Applied Science
Virtus Partners, LLC July 2015 - Present
EJ Ward November 2013 - June 2015
Wells Fargo November 2014 - April 2015
Robert Half Technology (Cornerstone Church) November 2013 - February 2014
PDS Energy Information February 2013 - September 2013
Five Stones Research Corporation October 2012 - February 2013
Lewis Energy Group September 2011 - November 2012
Technisource May 2011 - September 2011
Intellica Corp September 2010 - May 2011
City of San Antonio March 2009 - September 2010
Skills
Silverlight, C#, ASP.NET, SSRS, SQL Server, IIS, VB.NET, PHP, MySQL, Stored Procedures, Web Services, WCF, SOAP, Peloton, Enertia, SharePoint, Sharepoint Designer, System Design, Security+, Microsoft SQL Server, SQL, SharePoint Designer, Databases, .NET, Web Applications, Visual Studio, Integration, Web Development, TFS, ASP.NET MVC, jQuery, Information Technology, SDLC
Education
Webster University 2011 — 2013
Master's degree
Harding University 2002 — 2004
BA
Arkansas State University 1997 — 2002
Associate of Applied Science
Catalina Rosas's Virtus Partners, LLC Experience November 2010 - February 2012
Job Banking Professional
Industry Banking
Experience
BNY Mellon February 2012 - Present
Virtus Partners, LLC November 2010 - February 2012
RBC April 2007 - November 2010
Bank of New York 2006 - 2007
JP Morgan Chase 2002 - 2006
Stewart & Stevenson 1989 - 2002
Skills
Financial Analysis, Banking, Customer Service, Microsoft Office, CDO Suite, Wall Street Office, Wall Street, CDO, Loans, Risk Management, Credit, Portfolio Management, Fixed Income, Bloomberg, Structured Finance, Derivatives, Asset Management, Hedge Funds, Financial Modeling, Credit Analysis
Education
Texas State Technical College 1985 — 1988
Computer Science
BF Terry High School
BNY Mellon February 2012 - Present
Virtus Partners, LLC November 2010 - February 2012
RBC April 2007 - November 2010
Bank of New York 2006 - 2007
JP Morgan Chase 2002 - 2006
Stewart & Stevenson 1989 - 2002
Skills
Financial Analysis, Banking, Customer Service, Microsoft Office, CDO Suite, Wall Street Office, Wall Street, CDO, Loans, Risk Management, Credit, Portfolio Management, Fixed Income, Bloomberg, Structured Finance, Derivatives, Asset Management, Hedge Funds, Financial Modeling, Credit Analysis
Education
Texas State Technical College 1985 — 1988
Computer Science
BF Terry High School
Jihad Muhammad's Virtus Partners, LLC Experience March 2014 - October 2014
Job Financial Management Associate at EY
Industry Consumer Services
Experience
Hewlett-Packard November 2013 - December 2014
Virtus Partners, LLC March 2014 - October 2014
Essentia Financial Services May 2013 - December 2013
The REFUGE Group August 2012 - January 2013
Education
Texas Southern University
Bachelor of Business Administration (B.B.A.) in Management, Business Administration, Management and Operations, 3.1
University of Houston
Hewlett-Packard November 2013 - December 2014
Virtus Partners, LLC March 2014 - October 2014
Essentia Financial Services May 2013 - December 2013
The REFUGE Group August 2012 - January 2013
Education
Texas Southern University
Bachelor of Business Administration (B.B.A.) in Management, Business Administration, Management and Operations, 3.1
University of Houston
Jason Powell's Virtus Partners, LLC Experience 2007 - 2009
Job Accountant at Constellation Energy
Industry Utilities
Experience
Constellation August 2014 - Present
Constellation 2014 - 2015
UHY Advisors 2013 - 2014
KPMG 2012 - 2013
Cockrell Interests, Inc. 2012 - 2012
Virtus Partners LLC 2007 - 2009
BNY Mellon (formerly JPMorgan Corporate Trust) 2006 - 2007
JPMorgan Chase 2003 - 2006
JPMorganChase 2001 - 2003
Skills
Auditing, Credit, Structured Finance, Settlement, Portfolio Management, Bank Reconciliation, Financial Services, Assurance, CDO, Bloomberg, Cash Flow, Accounting, Asset Management, Securities, Analysis, External Audit, US GAAP, Financial Accounting, Financial Reporting, Syndication, ABS, MBS, CLO, Synthetics, Compliance, Credit Agreements, Corporate Trust, Portfolio Administration, Wall Street Office, CDO Suite, Microsoft Dynamics ERP, Bloomberg Professional, System Conversion, Asset Administration, Loan Agency, Client Service, Loans Administration, Oil and Gas, SOX 404, Account Reconciliation, Asset, Client Services, Financial Statements, SEC filings, Financial Modeling, Sarbanes-Oxley Act, Banking, GAAP, Variance Analysis, General Ledger
Education
University of Houston 2011 — 2012
Master of Science (MS), Accountancy, Graduate GPA: 3.60
University of Houston 2009 — 2011
Bachelor of Business Administration (BBA), Accountancy, Overall GPA: 3.73 Accounting GPA: 3.75
Constellation August 2014 - Present
Constellation 2014 - 2015
UHY Advisors 2013 - 2014
KPMG 2012 - 2013
Cockrell Interests, Inc. 2012 - 2012
Virtus Partners LLC 2007 - 2009
BNY Mellon (formerly JPMorgan Corporate Trust) 2006 - 2007
JPMorgan Chase 2003 - 2006
JPMorganChase 2001 - 2003
Skills
Auditing, Credit, Structured Finance, Settlement, Portfolio Management, Bank Reconciliation, Financial Services, Assurance, CDO, Bloomberg, Cash Flow, Accounting, Asset Management, Securities, Analysis, External Audit, US GAAP, Financial Accounting, Financial Reporting, Syndication, ABS, MBS, CLO, Synthetics, Compliance, Credit Agreements, Corporate Trust, Portfolio Administration, Wall Street Office, CDO Suite, Microsoft Dynamics ERP, Bloomberg Professional, System Conversion, Asset Administration, Loan Agency, Client Service, Loans Administration, Oil and Gas, SOX 404, Account Reconciliation, Asset, Client Services, Financial Statements, SEC filings, Financial Modeling, Sarbanes-Oxley Act, Banking, GAAP, Variance Analysis, General Ledger
Education
University of Houston 2011 — 2012
Master of Science (MS), Accountancy, Graduate GPA: 3.60
University of Houston 2009 — 2011
Bachelor of Business Administration (BBA), Accountancy, Overall GPA: 3.73 Accounting GPA: 3.75
Cynthia Alcocer Guzman's Virtus Partners, LLC Experience January 2014 - April 2014
Job Business Professional
Industry Performing Arts
Experience
HISD Mark Twain Elementary August 2014 - Present
Virtus Partners, LLC January 2014 - April 2014
Tubular Services January 2011 - December 2013
Skills
Dance, Cheerleading, Customer Service, Office Administration, Administrative..., Filing, Fax, Data Entry, Microsoft Office, Marketing, Research
Education
Houston Community College 2007 — 2010
Business Management, Business Administration and Management, General
University of Houston 1998 — 2003
N/A, N/A
HISD Mark Twain Elementary August 2014 - Present
Virtus Partners, LLC January 2014 - April 2014
Tubular Services January 2011 - December 2013
Skills
Dance, Cheerleading, Customer Service, Office Administration, Administrative..., Filing, Fax, Data Entry, Microsoft Office, Marketing, Research
Education
Houston Community College 2007 — 2010
Business Management, Business Administration and Management, General
University of Houston 1998 — 2003
N/A, N/A
Lisa Baltagi's Virtus Partners, LLC Experience June 2014 - Present
Job Sr. Director at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC June 2014 - Present
Virtus Partners, LLC February 2012 - May 2014
Wells Fargo May 2007 - February 2012
Bank of New York Mellon (Formerly JPMorgan Chase) November 2000 - April 2007
Skills
Portfolio Management, Fixed Income, Bloomberg, Cash Management, Financial Analysis, Capital Markets, Investments, Structured Finance, Asset Management, Banking
Education
University of Houston
Bachelor of Business Administration, Marketing
Virtus Partners, LLC June 2014 - Present
Virtus Partners, LLC February 2012 - May 2014
Wells Fargo May 2007 - February 2012
Bank of New York Mellon (Formerly JPMorgan Chase) November 2000 - April 2007
Skills
Portfolio Management, Fixed Income, Bloomberg, Cash Management, Financial Analysis, Capital Markets, Investments, Structured Finance, Asset Management, Banking
Education
University of Houston
Bachelor of Business Administration, Marketing
Leo Bernard Jr., PMP, CSM's Virtus Partners, LLC Experience February 2015 - Present
Job Sr. Project Manager at Virtus Partners, LLC
Industry Information Technology and Services
Experience
Virtus Partners, LLC February 2015 - Present
Alert Logic September 2013 - November 2014
Safety Vision December 2011 - April 2013
Waste Management July 2010 - July 2011
INIT, Innovations in Transportation, Inc. September 2007 - May 2010
Dallas Area Rapid Transit 1997 - 2007
Skills
Program Management, Project Management, Management, Project Delivery, PMP, SDLC, Training, Agile Software..., Project Portfolio..., Agile Methodologies, Strategy, Cross-functional Team..., Process Improvement, Budgets, Leadership, PMO, Software Development, Testing
Education
Paul Quinn College 1995 — 2000
Bachelor of Science (BSc), Business Administration, Management w/ minor in Computer Science, 3.5 GPA
Paul Quinn College 1995 — 2000
Bachelors of Science - Business Adminstration, Business Administration and Management, General
Virtus Partners, LLC February 2015 - Present
Alert Logic September 2013 - November 2014
Safety Vision December 2011 - April 2013
Waste Management July 2010 - July 2011
INIT, Innovations in Transportation, Inc. September 2007 - May 2010
Dallas Area Rapid Transit 1997 - 2007
Skills
Program Management, Project Management, Management, Project Delivery, PMP, SDLC, Training, Agile Software..., Project Portfolio..., Agile Methodologies, Strategy, Cross-functional Team..., Process Improvement, Budgets, Leadership, PMO, Software Development, Testing
Education
Paul Quinn College 1995 — 2000
Bachelor of Science (BSc), Business Administration, Management w/ minor in Computer Science, 3.5 GPA
Paul Quinn College 1995 — 2000
Bachelors of Science - Business Adminstration, Business Administration and Management, General
Jeremy Kahn's Virtus Partners, LLC Experience July 2015 - Present
Job Accountant
Industry Financial Services
Experience
Virtus Partners, LLC July 2015 - Present
Downtown Yogurt LLC January 2014 - June 2015
The Bistro at Grove Square July 2013 - February 2014
UserTesting.com December 2011 - December 2013
AmeriCorps NCCC February 2011 - November 2011
Info-Prod Research, Middle East September 2010 - January 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Adobe Acrobat, Statistical Software, Microsoft Office, Facebook, Management, Teamwork
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2015
Bachelor of Science (BS), Accounting
County College of Morris 2012 — 2013
Associate of Science (AS), Business Administration, 3.533 GPA, 3.8 Core GPA
Virtus Partners, LLC July 2015 - Present
Downtown Yogurt LLC January 2014 - June 2015
The Bistro at Grove Square July 2013 - February 2014
UserTesting.com December 2011 - December 2013
AmeriCorps NCCC February 2011 - November 2011
Info-Prod Research, Middle East September 2010 - January 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Adobe Acrobat, Statistical Software, Microsoft Office, Facebook, Management, Teamwork
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2015
Bachelor of Science (BS), Accounting
County College of Morris 2012 — 2013
Associate of Science (AS), Business Administration, 3.533 GPA, 3.8 Core GPA
Oliver Palmar's Virtus Partners, LLC Experience January 2015 - Present
Job Global Asset Analyst II Virtus Partners LLC
Industry Financial Services
Experience
Virtus Partners, LLC January 2015 - Present
CMC LTD 2010 - January 2015
Esquivel Architecture 2008 - 2010
UCLA 2007 - 2008
Almac Group 2000 - 2004
Education
University of California, Los Angeles 2004 — 2008
BA, Political Science (Political Economy)
University of California, Los Angeles 2004 — 2008
BA, Anthropology (Psychology)
University of California, Berkeley 2004 — 2004
BA, Anthropology
Virtus Partners, LLC January 2015 - Present
CMC LTD 2010 - January 2015
Esquivel Architecture 2008 - 2010
UCLA 2007 - 2008
Almac Group 2000 - 2004
Education
University of California, Los Angeles 2004 — 2008
BA, Political Science (Political Economy)
University of California, Los Angeles 2004 — 2008
BA, Anthropology (Psychology)
University of California, Berkeley 2004 — 2004
BA, Anthropology
Tamika Davis's Virtus Partners, LLC Experience February 2013 - March 2015
Job LD&FC Energy BBVA COMPASS
Industry Financial Services
Experience
BBVA Compass March 2015 - Present
Virtus Partners, LLC February 2013 - March 2015
The Bank of New York Mellon January 2007 - February 2013
JPMorgan Chase October 2000 - January 2007
Skills
Portfolio Management, Loan Servicing, Reporting & Analysis, Asset Management, Transaction Processing, Restructures, Ratings, Bloomberg, Outlook, Customer Service, Microsoft Excel, Microsoft Word, Lotus Notes, Loans, CDO, Employee Training, Banking, Finance, Account Reconciliation, Accounting
Education
Houston Community College 1997 — 2000
BBVA Compass March 2015 - Present
Virtus Partners, LLC February 2013 - March 2015
The Bank of New York Mellon January 2007 - February 2013
JPMorgan Chase October 2000 - January 2007
Skills
Portfolio Management, Loan Servicing, Reporting & Analysis, Asset Management, Transaction Processing, Restructures, Ratings, Bloomberg, Outlook, Customer Service, Microsoft Excel, Microsoft Word, Lotus Notes, Loans, CDO, Employee Training, Banking, Finance, Account Reconciliation, Accounting
Education
Houston Community College 1997 — 2000
Israel Orogba's Virtus Partners, LLC Experience May 2009 - Present
Job at Virtus Partners LLC
Industry Financial Services
Experience
Virtus Partners LLC May 2009 - Present
Direct Energy May 2007 - May 2009
ICON Clinical Research May 2006 - May 2007
Sam Houston State University September 2004 - December 2005
INTELS Nigeria Limited February 1996 - August 2003
Skills
Databases, Data Warehousing, T-SQL, ETL
Education
Sam Houston State University 2003 — 2005
Masters, Computer Science
University of Ibadan 1990 — 1995
Bachelors, Computer Science
Virtus Partners LLC May 2009 - Present
Direct Energy May 2007 - May 2009
ICON Clinical Research May 2006 - May 2007
Sam Houston State University September 2004 - December 2005
INTELS Nigeria Limited February 1996 - August 2003
Skills
Databases, Data Warehousing, T-SQL, ETL
Education
Sam Houston State University 2003 — 2005
Masters, Computer Science
University of Ibadan 1990 — 1995
Bachelors, Computer Science
Ciji Abraham's Virtus Partners, LLC Experience April 2011 - August 2013
Job Investment Banking at Barclays
Industry Financial Services
Experience
Barclays Investment Bank September 2013 - Present
Virtus Partners, LLC April 2011 - August 2013
InterContinental Hotels Group February 2007 - May 2011
Hewlett-Packard Financial Services September 2003 - May 2006
Education
Wigan & Leigh College 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
Mahatma Gandhi University 1999 — 2002
Bachelor of Commerce (BCom)
ISM
Barclays Investment Bank September 2013 - Present
Virtus Partners, LLC April 2011 - August 2013
InterContinental Hotels Group February 2007 - May 2011
Hewlett-Packard Financial Services September 2003 - May 2006
Education
Wigan & Leigh College 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
Mahatma Gandhi University 1999 — 2002
Bachelor of Commerce (BCom)
ISM
Charles Chong's Virtus Partners, LLC Experience 2015 - 2015
Job Seeking an Investment Analyst position
Industry Financial Services
Experience
Virtus Partners, LLC 2015 - 2015
Virtus Partners, LLC 2015 - 2015
Genesis Group 2012 - 2012
The University of Texas at Austin ITS Department of Application May 2011 - December 2011
Skills
Excel, Mandarin, Financial Modeling, Corporate Finance, Microsoft Excel, Access, PowerPoint, Data Analysis, Analysis, Accounting, Financial Analysis, Financial Accounting, Microsoft Office
Education
The University of Texas at Austin 2015 — 2015
Bachelor’s Degree, Economics
The University of Texas at Austin - Red McCombs School of Business 2009 — 2013
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
BBA, Finance
Virtus Partners, LLC 2015 - 2015
Virtus Partners, LLC 2015 - 2015
Genesis Group 2012 - 2012
The University of Texas at Austin ITS Department of Application May 2011 - December 2011
Skills
Excel, Mandarin, Financial Modeling, Corporate Finance, Microsoft Excel, Access, PowerPoint, Data Analysis, Analysis, Accounting, Financial Analysis, Financial Accounting, Microsoft Office
Education
The University of Texas at Austin 2015 — 2015
Bachelor’s Degree, Economics
The University of Texas at Austin - Red McCombs School of Business 2009 — 2013
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
BBA, Finance
Michelle White, MBA's Virtus Partners, LLC Experience September 2014 - Present
Job Actively Searching
Industry Banking
Experience
Virtus Partners, LLC September 2014 - Present
JPMorgan Chase 2012 - 2014
Thomas Eye Group, PC 2010 - 2011
Rent-A-Center 2006 - 2008
Williams Medical Group 2004 - 2006
Sarcom, Inc 1999 - 2003
Skills
PowerPoint, Recruiting, Customer Service, Software Documentation, Process Improvement, Microsoft Office, Onboarding, Microsoft Excel, Applicant Tracking..., Job Fairs, Data Analysis, Database Administration, Underwriting, Loans, FHA financing, Managerial Finance, Financial Reporting, Employee Training, Presentations, Auditing, Compliance, Fannie Mae, FNMA, FHLMC
Education
DeVry University's Keller Graduate School of Management-Georgia 2011 — 2013
Financial Analysis Certificate
Keller Graduate School of Management of DeVry University 2010 — 2013
Masters of Business Administration, Accounting and Finance
LeTourneau University 2006 — 2008
Bachelor, Business Administration
Virtus Partners, LLC September 2014 - Present
JPMorgan Chase 2012 - 2014
Thomas Eye Group, PC 2010 - 2011
Rent-A-Center 2006 - 2008
Williams Medical Group 2004 - 2006
Sarcom, Inc 1999 - 2003
Skills
PowerPoint, Recruiting, Customer Service, Software Documentation, Process Improvement, Microsoft Office, Onboarding, Microsoft Excel, Applicant Tracking..., Job Fairs, Data Analysis, Database Administration, Underwriting, Loans, FHA financing, Managerial Finance, Financial Reporting, Employee Training, Presentations, Auditing, Compliance, Fannie Mae, FNMA, FHLMC
Education
DeVry University's Keller Graduate School of Management-Georgia 2011 — 2013
Financial Analysis Certificate
Keller Graduate School of Management of DeVry University 2010 — 2013
Masters of Business Administration, Accounting and Finance
LeTourneau University 2006 — 2008
Bachelor, Business Administration
Lynette Thompson's Virtus Partners, LLC Experience June 2008 - April 2013
Job Account Manager Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2013 - Present
Virtus Partners, LLC June 2008 - April 2013
Wells Fargo Bank July 2007 - June 2008
JPMorgan Chase January 2005 - July 2007
Wells Fargo Bank 2000 - 2005
Skills
CDO, Loans, Banking, Structured Finance, Bloomberg, Portfolio Management, Investments, Hedge Funds, Asset Managment, Middle Office, Cash Management, Settlement, Commercial Banking, Corporate Finance, Capital Markets, Fixed Income, Derivatives, Financial Services
Education
University of Phoenix
Bachelor's degree, Finance, General
Wells Fargo April 2013 - Present
Virtus Partners, LLC June 2008 - April 2013
Wells Fargo Bank July 2007 - June 2008
JPMorgan Chase January 2005 - July 2007
Wells Fargo Bank 2000 - 2005
Skills
CDO, Loans, Banking, Structured Finance, Bloomberg, Portfolio Management, Investments, Hedge Funds, Asset Managment, Middle Office, Cash Management, Settlement, Commercial Banking, Corporate Finance, Capital Markets, Fixed Income, Derivatives, Financial Services
Education
University of Phoenix
Bachelor's degree, Finance, General
Elaine Mahon's Virtus Partners, LLC Experience January 2014 - January 2015
Job Senior Associate
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2015 - Present
Virtus Partners, LLC January 2014 - January 2015
Virtus Partners, LLC October 2012 - January 2014
Markit September 2007 - October 2012
New York Life Insurance Company June 2007 - September 2007
Convergys 2005 - 2007
West Teleservices May 2002 - April 2003
Skills
Data Reconciliation, Requirements Analysis, Data Analysis, Portfolio Management, Quality Assurance, Relationship Management, Problem Solving, Strategic Thinking, Key Metrics, Business Analysis, Training, Synthesizing, CLO, Hedge Funds, Broker-Dealer, Buy-side, Fund Administration, Software Asset..., Process Improvement, Bloomberg, Equities, Structured Finance, Management, Sales, Trading, Fixed Income, Derivatives, Asset Management, Financial Services
Education
Texas Tech University - Rawls College of Business 2005 — 2007
MBA, General Business
University of Tennessee College of Law 2004 — 2005
Law
Texas Tech University 2002 — 2004
BA, English
JPMorgan Chase & Co. January 2015 - Present
Virtus Partners, LLC January 2014 - January 2015
Virtus Partners, LLC October 2012 - January 2014
Markit September 2007 - October 2012
New York Life Insurance Company June 2007 - September 2007
Convergys 2005 - 2007
West Teleservices May 2002 - April 2003
Skills
Data Reconciliation, Requirements Analysis, Data Analysis, Portfolio Management, Quality Assurance, Relationship Management, Problem Solving, Strategic Thinking, Key Metrics, Business Analysis, Training, Synthesizing, CLO, Hedge Funds, Broker-Dealer, Buy-side, Fund Administration, Software Asset..., Process Improvement, Bloomberg, Equities, Structured Finance, Management, Sales, Trading, Fixed Income, Derivatives, Asset Management, Financial Services
Education
Texas Tech University - Rawls College of Business 2005 — 2007
MBA, General Business
University of Tennessee College of Law 2004 — 2005
Law
Texas Tech University 2002 — 2004
BA, English
Nona Ford-Watson's Virtus Partners, LLC Experience May 2008 - October 2012
Job Managing Director at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC May 2008 - October 2012
Virtus Partners, LLC July 2007 - May 2008
Skills
Customer Service, Customer Focus, Decision Making Skills, Operational Risk..., Account Management, Client Services
Education
University of Houston-Downtown
Bachelor of Business Administration (BBA), Finance
University of Maryland University College
Master of Business Administration (MBA)
University of Maryland University College
Master of Science (MS), Financial Management
Virtus Partners, LLC May 2008 - October 2012
Virtus Partners, LLC July 2007 - May 2008
Skills
Customer Service, Customer Focus, Decision Making Skills, Operational Risk..., Account Management, Client Services
Education
University of Houston-Downtown
Bachelor of Business Administration (BBA), Finance
University of Maryland University College
Master of Business Administration (MBA)
University of Maryland University College
Master of Science (MS), Financial Management
Alexis Todaro's Virtus Partners, LLC Experience 2007 - 2008
Job Asset Administrator, Senior Operation Specialist
Industry Financial Services
Experience
Virtus Partners, LLC 2007 - 2008
JPMorgan Chase 2000 - 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Wall Street Office, Collateralize Debit..., Deal Closure, Digital Photography, Data Analysis, Data Entry, Costumer Service, Balance Sheet, Transaction Processing, Bloomberg Software, Account Reconciliation
Education
Lone Star College System 2010 — 2016
Stephen F. Austin High School 1990 — 1994
Virtus Partners, LLC 2007 - 2008
JPMorgan Chase 2000 - 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Wall Street Office, Collateralize Debit..., Deal Closure, Digital Photography, Data Analysis, Data Entry, Costumer Service, Balance Sheet, Transaction Processing, Bloomberg Software, Account Reconciliation
Education
Lone Star College System 2010 — 2016
Stephen F. Austin High School 1990 — 1994
Donny Nguyen's Virtus Partners, LLC Experience October 2007 - February 2014
Job Manager Operations at Gurwitch Products
Industry Consumer Goods
Experience
Gurwitch Products - Laura Mercier and Re'Vive February 2014 - Present
Virtus Partners, LLC October 2007 - February 2014
Bank of New York Mellon October 2006 - October 2007
JP Morgan Chase, N.A. July 2005 - October 2006
Skills
Bloomberg, Fixed Income Portfolio..., Fixed Income Analysis, Interest Rate Swaps, CDO, Settlement, Loans, FX Swaps, Rating Agency Relations, Middle Office, Credit Derivatives, Bonds, Client Service, Derivatives, Structured Finance, Fixed Income, Client Services, Banking, Capital Markets, Asset Management, Risk Management
Education
University of Houston, C.T. Bauer College of Business
Finance
Gurwitch Products - Laura Mercier and Re'Vive February 2014 - Present
Virtus Partners, LLC October 2007 - February 2014
Bank of New York Mellon October 2006 - October 2007
JP Morgan Chase, N.A. July 2005 - October 2006
Skills
Bloomberg, Fixed Income Portfolio..., Fixed Income Analysis, Interest Rate Swaps, CDO, Settlement, Loans, FX Swaps, Rating Agency Relations, Middle Office, Credit Derivatives, Bonds, Client Service, Derivatives, Structured Finance, Fixed Income, Client Services, Banking, Capital Markets, Asset Management, Risk Management
Education
University of Houston, C.T. Bauer College of Business
Finance
Brandy Hereford's Virtus Partners, LLC Experience June 2008 - Present
Job Experienced Corporate Trustee
Industry Financial Services
Experience
Virtus Partners, LLC June 2008 - Present
BNY Mellon 2006 - June 2008
BNY Mellon 2005 - 2006
Education
McNeese State University 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
Virtus Partners, LLC June 2008 - Present
BNY Mellon 2006 - June 2008
BNY Mellon 2005 - 2006
Education
McNeese State University 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
Trang Tran-Rojas's Virtus Partners, LLC Experience July 2012 - Present
Job Senior Data Analyst at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC July 2012 - Present
Virtus Partners, LLC June 2010 - Present
BNY Mellon December 2007 - June 2010
Whitney Bank May 2005 - December 2007
Skills
Advance knowledge of..., I am familiar with ..., Use of Bloomberg on a..., Loans, Portfolio Management
Education
University of Houston 2000 — 2005
Bachelor of Business Administration, Finance and Marketing
Virtus Partners, LLC July 2012 - Present
Virtus Partners, LLC June 2010 - Present
BNY Mellon December 2007 - June 2010
Whitney Bank May 2005 - December 2007
Skills
Advance knowledge of..., I am familiar with ..., Use of Bloomberg on a..., Loans, Portfolio Management
Education
University of Houston 2000 — 2005
Bachelor of Business Administration, Finance and Marketing
Yasir H. Khan's Virtus Partners, LLC Experience February 2015 - Present
Job Data Analyst II
Industry Banking
Experience
Virtus Partners, LLC February 2015 - Present
Escalante Golf Inc. January 2013 - May 2015
University of Houston May 2012 - December 2013
Escalante Golf Inc. January 2009 - August 2013
Choice! Energy Services May 2013 - June 2013
Skills
Microsoft Word, Microsoft Excel, Time Management, Public Speaking, Economics, Management, Market Analysis, Customer Service, Accounting, Microsoft Office, Research, PowerPoint, Teamwork, Finance, Social Media, Critical Thinking
Education
University of Houston 2008 — 2013
Bachelor of Business Administration in Finance, Global Energy Management Professional Program (GEM-PP), Finance GPA: 3.81
Virtus Partners, LLC February 2015 - Present
Escalante Golf Inc. January 2013 - May 2015
University of Houston May 2012 - December 2013
Escalante Golf Inc. January 2009 - August 2013
Choice! Energy Services May 2013 - June 2013
Skills
Microsoft Word, Microsoft Excel, Time Management, Public Speaking, Economics, Management, Market Analysis, Customer Service, Accounting, Microsoft Office, Research, PowerPoint, Teamwork, Finance, Social Media, Critical Thinking
Education
University of Houston 2008 — 2013
Bachelor of Business Administration in Finance, Global Energy Management Professional Program (GEM-PP), Finance GPA: 3.81
Sokkay Guy In's Virtus Partners, LLC Experience November 2012 - Present
Job Associate Director at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC November 2012 - Present
BNY Mellon March 2012 - November 2012
BNY Mellon March 2007 - March 2012
Skills
Portfolio Management, Banking
Education
University of Houston 1998 — 2003
Bachelor's degree, Biochemistry
Virtus Partners, LLC November 2012 - Present
BNY Mellon March 2012 - November 2012
BNY Mellon March 2007 - March 2012
Skills
Portfolio Management, Banking
Education
University of Houston 1998 — 2003
Bachelor's degree, Biochemistry
Jill Engelking, PHR's Virtus Partners, LLC Experience December 2014 - Present
Job Senior HR Generalist at Virtus Partners, LLC
Industry Human Resources
Experience
Virtus Partners, LLC December 2014 - Present
Oasis Outsourcing March 2014 - November 2014
Oasis Outsourcing May 2011 - March 2014
Advantec November 2005 - May 2011
USFR Media Group March 2000 - November 2005
Boots & Coots Group June 1996 - March 2000
Skills
HR Consulting, Talent Management, Employee Relations, Human Resources, HRIS, Onboarding, Personnel Management, Benefits Administration
Education
Sacred Heart University
Virtus Partners, LLC December 2014 - Present
Oasis Outsourcing March 2014 - November 2014
Oasis Outsourcing May 2011 - March 2014
Advantec November 2005 - May 2011
USFR Media Group March 2000 - November 2005
Boots & Coots Group June 1996 - March 2000
Skills
HR Consulting, Talent Management, Employee Relations, Human Resources, HRIS, Onboarding, Personnel Management, Benefits Administration
Education
Sacred Heart University
Kennetha Smith-Tolbert's Virtus Partners, LLC Experience December 2006 - August 2011
Job Financial Services Professional
Industry Financial Services
Experience
Stewart Lender Services April 2012 - February 2014
Virtus Partners, LLC December 2006 - August 2011
JPMorgan Chase April 2000 - December 2006
Skills
Loans, Banking, Six Sigma, CDO, Structured Finance, Municipal Bonds, Quality Auditing, Program Coordination, Asset Management, Account Reconciliation, Bloomberg, Microsoft Excel, Mortgage Lending, Mortgage Banking, Foreclosures, BPO, Accounts Payable, Mortgage Servicing, Certificates of Deposit, Laserfiche, SharePoint, SureClose, Thomson Reuters, Markit, CDO Suite, Wall Street Office, Credit, FHA, Financial Services, Risk Management, Underwriting, Vendor Management, BondMaster, Financial Analysis, Loan Administration, Equities, Liabilities, Mutual Funds, FNMA, FHMC, CFPB
Education
Texas Southern University
Business Administration and Management, General
Stewart Lender Services April 2012 - February 2014
Virtus Partners, LLC December 2006 - August 2011
JPMorgan Chase April 2000 - December 2006
Skills
Loans, Banking, Six Sigma, CDO, Structured Finance, Municipal Bonds, Quality Auditing, Program Coordination, Asset Management, Account Reconciliation, Bloomberg, Microsoft Excel, Mortgage Lending, Mortgage Banking, Foreclosures, BPO, Accounts Payable, Mortgage Servicing, Certificates of Deposit, Laserfiche, SharePoint, SureClose, Thomson Reuters, Markit, CDO Suite, Wall Street Office, Credit, FHA, Financial Services, Risk Management, Underwriting, Vendor Management, BondMaster, Financial Analysis, Loan Administration, Equities, Liabilities, Mutual Funds, FNMA, FHMC, CFPB
Education
Texas Southern University
Business Administration and Management, General
Collin Stuart's Virtus Partners, LLC Experience May 2013 - Present
Job
Industry
Experience
Virtus Partners, LLC May 2013 - Present
Macy's May 2011 - September 2011
Water point Marina May 2008 - August 2010
Education
Texas A&M University 2012 — 2015
Bachelor of science, Economics
Virtus Partners, LLC May 2013 - Present
Macy's May 2011 - September 2011
Water point Marina May 2008 - August 2010
Education
Texas A&M University 2012 — 2015
Bachelor of science, Economics
Terence Botha's Virtus Partners, LLC Experience April 2015 - Present
Job Sr. Product Manager Structured Finance at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC April 2015 - Present
The Blackstone Group November 2013 - March 2015
Virtus Partners, LLC October 2006 - October 2013
JPMorgan Chase & Co. January 2002 - October 2006
JPMorgan Chase & Co. March 2000 - December 2001
AIM Management Group November 1998 - February 2000
Education
University of Houston
Doctor of Law (J.D.), Law
University of St. Thomas (TX)
Bachelor of Business Administration (BBA), Accounting
Virtus Partners, LLC April 2015 - Present
The Blackstone Group November 2013 - March 2015
Virtus Partners, LLC October 2006 - October 2013
JPMorgan Chase & Co. January 2002 - October 2006
JPMorgan Chase & Co. March 2000 - December 2001
AIM Management Group November 1998 - February 2000
Education
University of Houston
Doctor of Law (J.D.), Law
University of St. Thomas (TX)
Bachelor of Business Administration (BBA), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY