Wafra Investment Advisory Group, Inc.
Industry: Company
DescriptionFounded: 1985 Parent organization: Wafra Intervest Corporation Subsidiary: Wafra Partners
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Wafra Investment Advisory Group, Inc. Employees
Employee
Years
Job
Industry
Alyssa Lin Alyssa Lin's Wafra Investment Advisory Group, Inc. Experience 2009 - Present
Job Senior Associate
Industry Financial Services
Experience
Wafra Investment Advisory Group, Inc. 2009 - Present
The Noguchi Museum January 2009 - May 2009
Skills
Banking, Private Equity, Hedge Funds, Research, Data Analysis, Finance, Analysis, Event Planning, Editing, Social Media, Credit, Corporate Tax, Fund Administration, Tax Returns, Writing, Project Management, Creative Solutions, Networking, Portfolio Management, Nonprofits
Education
Fordham University Gabelli Graduate School of Business 2013 — 2017
Master of Busess Administration (MBA), Accounting
Harvard Law School 2013 — 2013
Program on Negotiation: "Strategies, Tools and Skills for Success"
New York University 2010 — 2010
School of Professional Studies
State University of New York at Stony Brook 2004 — 2009
Bachelor of Arts (BA), Psychology and Cinema & Cultural Studies, Magna Cum Laude
Waseda University
One-Year Exchange Program, School of International Liberal Studies
Catholic Junior College 2003 — 2004
CHIJ St. Nicholas Girls' School 1993 — 2002
GCE 'O' Level
Wafra Investment Advisory Group, Inc. 2009 - Present
The Noguchi Museum January 2009 - May 2009
Skills
Banking, Private Equity, Hedge Funds, Research, Data Analysis, Finance, Analysis, Event Planning, Editing, Social Media, Credit, Corporate Tax, Fund Administration, Tax Returns, Writing, Project Management, Creative Solutions, Networking, Portfolio Management, Nonprofits
Education
Fordham University Gabelli Graduate School of Business 2013 — 2017
Master of Busess Administration (MBA), Accounting
Harvard Law School 2013 — 2013
Program on Negotiation: "Strategies, Tools and Skills for Success"
New York University 2010 — 2010
School of Professional Studies
State University of New York at Stony Brook 2004 — 2009
Bachelor of Arts (BA), Psychology and Cinema & Cultural Studies, Magna Cum Laude
Waseda University
One-Year Exchange Program, School of International Liberal Studies
Catholic Junior College 2003 — 2004
CHIJ St. Nicholas Girls' School 1993 — 2002
GCE 'O' Level
Tanmay Kumar Tanmay Kumar's Wafra Investment Advisory Group, Inc. Experience August 2014 - Present
Job Valueoriented analyst
Industry Investment Management
Experience
Wafra Investment Advisory Group, Inc. August 2014 - Present
Phillips Academy May 2013 - July 2014
Phillips Academy June 2010 - May 2013
EQC Funds October 2009 - May 2010
The Western February 2008 - December 2008
Education
New York University 2006 — 2010
BA
Wafra Investment Advisory Group, Inc. August 2014 - Present
Phillips Academy May 2013 - July 2014
Phillips Academy June 2010 - May 2013
EQC Funds October 2009 - May 2010
The Western February 2008 - December 2008
Education
New York University 2006 — 2010
BA
E. O'Brien Murray E. O'Brien Murray's Wafra Investment Advisory Group, Inc. Experience 2002 - 2002
Job Real Estate Strategic Advisor as well as a Political Strategist and Commentator
Industry Real Estate
Experience
The New York Meeting January 2013 - Present
iRepublican.com 2011 - Present
E. O'Brien Murray 2003 - Present
Simcha Felder for State Senate 2012 - December 2012
The Monday Meeting 2003 - November 2012
Bob Turner For Congress 2011 - 2011
FREE ENTERPRISE FUND 2005 - 2006
HOPE EVENTS 2004 - 2004
WAFRA INVESTMENT ADVISORY GROUP, INC. 2002 - 2002
HILTON GAMING CORPORATION 1997 - 1998
Skills
Leadership, Fundraising, Public Relations, Management, Real Estate, Social Networking, Nonprofits, Due Diligence, Mergers & Acquisitions, Budgets, Real Estate Transactions, Investment Properties, Policy, Public Speaking, Investments
Education
New York University 2000 — 2001
MS, Real Estate
Providence College 1987 — 1991
BA, Liberal Arts
Archbishop Stepinac High School 1980 — 1984
Diploma
The New York Meeting January 2013 - Present
iRepublican.com 2011 - Present
E. O'Brien Murray 2003 - Present
Simcha Felder for State Senate 2012 - December 2012
The Monday Meeting 2003 - November 2012
Bob Turner For Congress 2011 - 2011
FREE ENTERPRISE FUND 2005 - 2006
HOPE EVENTS 2004 - 2004
WAFRA INVESTMENT ADVISORY GROUP, INC. 2002 - 2002
HILTON GAMING CORPORATION 1997 - 1998
Skills
Leadership, Fundraising, Public Relations, Management, Real Estate, Social Networking, Nonprofits, Due Diligence, Mergers & Acquisitions, Budgets, Real Estate Transactions, Investment Properties, Policy, Public Speaking, Investments
Education
New York University 2000 — 2001
MS, Real Estate
Providence College 1987 — 1991
BA, Liberal Arts
Archbishop Stepinac High School 1980 — 1984
Diploma
Caitlin Gomez Caitlin Gomez's Wafra Investment Advisory Group, Inc. Experience April 2003 - August 2006
Job Senior Director, Global Markets at HRG
Industry Leisure, Travel & Tourism
Experience
HRG October 2013 - Present
WINiT - Women in Travel 2013 - 2014
Hickory Global Partners March 2012 - October 2013
Hickory Global Partners, LLC February 2012 - June 2012
Travel Leaders Corporate May 2010 - December 2011
American Society of Travel Agents June 2008 - May 2010
Mezzacappa Management September 2006 - August 2007
Wafra Investment Advisory Group, Inc. April 2003 - August 2006
Sanford C. Bernstein August 1998 - April 2003
Skills
Sales Management, Competitive Analysis, Finance, Branding & Identity, Travel Management, Business Travel, Strategic Planning, Marketing Strategy, New Business Development, Account Management, Marketing, Event Management, Business Development, Market Research, Budgets, Marketing Communications, Tourism, Leadership, Salesforce.com, Negotiation, Revenue Analysis, B2B, Management, Customer Service, Contract Negotiation, Sales, Strategy, Advertising, CRM, Trade Shows
Education
Baruch College, City University of New York (CUNY) 1998 — 2005
BA, Business Communication
FH LaGuardia HS 1991 — 1995
Music
HRG October 2013 - Present
WINiT - Women in Travel 2013 - 2014
Hickory Global Partners March 2012 - October 2013
Hickory Global Partners, LLC February 2012 - June 2012
Travel Leaders Corporate May 2010 - December 2011
American Society of Travel Agents June 2008 - May 2010
Mezzacappa Management September 2006 - August 2007
Wafra Investment Advisory Group, Inc. April 2003 - August 2006
Sanford C. Bernstein August 1998 - April 2003
Skills
Sales Management, Competitive Analysis, Finance, Branding & Identity, Travel Management, Business Travel, Strategic Planning, Marketing Strategy, New Business Development, Account Management, Marketing, Event Management, Business Development, Market Research, Budgets, Marketing Communications, Tourism, Leadership, Salesforce.com, Negotiation, Revenue Analysis, B2B, Management, Customer Service, Contract Negotiation, Sales, Strategy, Advertising, CRM, Trade Shows
Education
Baruch College, City University of New York (CUNY) 1998 — 2005
BA, Business Communication
FH LaGuardia HS 1991 — 1995
Music
Karilyn Burgos's Wafra Investment Advisory Group, Inc. Experience March 2014 - Present
Job Accounts Payable Coordinator at Wafra Investment Advisory Group, Inc.
Industry Investment Management
Experience
Wafra Investment Advisory Group, Inc. March 2014 - Present
24 Seven Inc. June 2013 - January 2014
RCG Longview August 2011 - February 2013
Eugenia Kim July 2010 - January 2011
Mudgil Dermatology, P.C. March 2009 - February 2010
NY International Latino Film Festival June 2008 - June 2008
Weight Watchers Magazine August 2007 - June 2008
15 Minutes PR April 2008 - April 2008
Dr. Howard A. Kiernan, M.D. November 1998 - January 2008
Skills
Microsoft Office, Microsoft Word, Accounts Payable, Emerging Trends, Fashion, Styling, Facebook, Social Networking, Social Media, Retail, Public Relations, Merchandising, Customer Service, Trend Analysis, Microsoft Excel, Outlook, Research, Marketing, Social Media Marketing
Education
City University of New York City College
Communications, Public Relations, Advertising
Wafra Investment Advisory Group, Inc. March 2014 - Present
24 Seven Inc. June 2013 - January 2014
RCG Longview August 2011 - February 2013
Eugenia Kim July 2010 - January 2011
Mudgil Dermatology, P.C. March 2009 - February 2010
NY International Latino Film Festival June 2008 - June 2008
Weight Watchers Magazine August 2007 - June 2008
15 Minutes PR April 2008 - April 2008
Dr. Howard A. Kiernan, M.D. November 1998 - January 2008
Skills
Microsoft Office, Microsoft Word, Accounts Payable, Emerging Trends, Fashion, Styling, Facebook, Social Networking, Social Media, Retail, Public Relations, Merchandising, Customer Service, Trend Analysis, Microsoft Excel, Outlook, Research, Marketing, Social Media Marketing
Education
City University of New York City College
Communications, Public Relations, Advertising
Saad Al-Sabah's Wafra Investment Advisory Group, Inc. Experience October 2014 - June 2015
Job Junior Financial Analyst at Wafra Investment Advisory Group, Inc.
Industry Financial Services
Experience
Wafra Investment Advisory Group, Inc. October 2014 - June 2015
Skills
Valuation, Financial Analysis, Corporate Finance, Financial Modeling, Bloomberg Terminal, SAP, Portfolio Management, Process Modeling, FTS/FX Trading, FactSet, Investments, Microsoft Office, Equity Research
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Economics-Finance
Wafra Investment Advisory Group, Inc. October 2014 - June 2015
Skills
Valuation, Financial Analysis, Corporate Finance, Financial Modeling, Bloomberg Terminal, SAP, Portfolio Management, Process Modeling, FTS/FX Trading, FactSet, Investments, Microsoft Office, Equity Research
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Economics-Finance
Robyn Zore-Padrone, PHR Robyn Zore-Padrone, PHR's Wafra Investment Advisory Group, Inc. Experience November 2011 - Present
Job HR Manager at Wafra Investment Advisory Group, Inc.
Industry Consumer Goods
Experience
Wafra Investment Advisory Group, Inc. November 2011 - Present
Bed Bath and Beyond April 2007 - November 2011
Ann Taylor Inc. April 2004 - April 2007
Arthur Rose Associates 2003 - 2004
Lincoln Financial Group 2002 - 2003
Skills
Employee Relations, Onboarding, Talent Management, Human Resources, Performance Management, HRIS, New Hire Orientations, Employee Engagement, Employee Benefits, Benefits Administration, HR Policies, Sourcing, Management
Education
St. Joseph's College 2009 — 2009
PHR
Rider University 1999 — 2003
BS, Human Resource Management
NBHS
Wafra Investment Advisory Group, Inc. November 2011 - Present
Bed Bath and Beyond April 2007 - November 2011
Ann Taylor Inc. April 2004 - April 2007
Arthur Rose Associates 2003 - 2004
Lincoln Financial Group 2002 - 2003
Skills
Employee Relations, Onboarding, Talent Management, Human Resources, Performance Management, HRIS, New Hire Orientations, Employee Engagement, Employee Benefits, Benefits Administration, HR Policies, Sourcing, Management
Education
St. Joseph's College 2009 — 2009
PHR
Rider University 1999 — 2003
BS, Human Resource Management
NBHS
Theresa Thuy-Trinh Hoang's Wafra Investment Advisory Group, Inc. Experience April 2015 - Present
Job Executive Assistant
Industry Real Estate
Experience
Wafra Investment Advisory Group, Inc. April 2015 - Present
St. Francis of Assisi Cathedral Church January 2013 - April 2015
Sigma Psi Zeta Sorority, Inc. April 2012 - January 2013
XO Group Inc. September 2011 - September 2012
Bonefish Grill June 2010 - June 2012
Rutgers University April 2010 - April 2012
Saint Francis of Assisi Cathedral September 2005 - August 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Bachelor of Arts (BA), Communication, General
Wafra Investment Advisory Group, Inc. April 2015 - Present
St. Francis of Assisi Cathedral Church January 2013 - April 2015
Sigma Psi Zeta Sorority, Inc. April 2012 - January 2013
XO Group Inc. September 2011 - September 2012
Bonefish Grill June 2010 - June 2012
Rutgers University April 2010 - April 2012
Saint Francis of Assisi Cathedral September 2005 - August 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Bachelor of Arts (BA), Communication, General
Jaqueline Morrone Jaqueline Morrone's Wafra Investment Advisory Group, Inc. Experience May 2012 - May 2015
Job Associate Director Asset Management
Industry Real Estate
Experience
UBS Realty Investors, LLC June 2015 - Present
Wafra Investment Advisory Group, Inc. May 2012 - May 2015
Self-employed September 2011 - May 2012
New York City Economic Development Corporation November 2007 - June 2009
Washington Mutual, Home loans January 2003 - November 2006
Skills
PowerPoint, Excel, Word, Access, Real Estate, Microsoft Word, Microsoft Excel, Real Estate Development, Valuation, Finance, Management, Program Management, Analysis, Policy, Project Planning, Training, Strategy, Asset Management, Financial Analysis, Budgets, Financial Modeling
Education
University of Southern California 2010 — 2011
Master, Real Estate Development
University of Southern California 2009 — 2011
Master, Urban Planning - Economic Development
Stony Brook University 1998 — 2002
BA, Economics
UBS Realty Investors, LLC June 2015 - Present
Wafra Investment Advisory Group, Inc. May 2012 - May 2015
Self-employed September 2011 - May 2012
New York City Economic Development Corporation November 2007 - June 2009
Washington Mutual, Home loans January 2003 - November 2006
Skills
PowerPoint, Excel, Word, Access, Real Estate, Microsoft Word, Microsoft Excel, Real Estate Development, Valuation, Finance, Management, Program Management, Analysis, Policy, Project Planning, Training, Strategy, Asset Management, Financial Analysis, Budgets, Financial Modeling
Education
University of Southern California 2010 — 2011
Master, Real Estate Development
University of Southern California 2009 — 2011
Master, Urban Planning - Economic Development
Stony Brook University 1998 — 2002
BA, Economics
Calvin Kang, CAIA's Wafra Investment Advisory Group, Inc. Experience 2015 - Present
Job Assistant Vice President at Wafra Investment Advisory Group, Inc.
Industry Real Estate
Experience
Wafra Investment Advisory Group, Inc. 2015 - Present
Hanwha Life Insurance (formerly Korea Life) 2011 - 2015
KBR Capital Partners 2010 - 2011
Newwork 2009 - 2010
Acreciti Development Group 2008 - 2008
Newmark Grubb Knight Frank 2006 - 2008
Skills
Real Estate Development, Real Estate, Due Diligence, Investments, Private Equity, Equities, Alternative Investments, Real Estate Economics, Asset Managment, Valuation, Real Estate Transactions, Investment Properties, Acquisitions, Leases, Property Management, Financial Modeling, Asset Management, Real Estate Financing, Disposition, Portfolio Management, Financial Analysis
Education
New York University 2006 — 2008
Master of Science, Real Estate Finance and Investment
New York University 1999 — 2006
Bachelor of Science, Real Estate
Wafra Investment Advisory Group, Inc. 2015 - Present
Hanwha Life Insurance (formerly Korea Life) 2011 - 2015
KBR Capital Partners 2010 - 2011
Newwork 2009 - 2010
Acreciti Development Group 2008 - 2008
Newmark Grubb Knight Frank 2006 - 2008
Skills
Real Estate Development, Real Estate, Due Diligence, Investments, Private Equity, Equities, Alternative Investments, Real Estate Economics, Asset Managment, Valuation, Real Estate Transactions, Investment Properties, Acquisitions, Leases, Property Management, Financial Modeling, Asset Management, Real Estate Financing, Disposition, Portfolio Management, Financial Analysis
Education
New York University 2006 — 2008
Master of Science, Real Estate Finance and Investment
New York University 1999 — 2006
Bachelor of Science, Real Estate
Edward Tsai's Wafra Investment Advisory Group, Inc. Experience January 2014 - Present
Job Vice President, Wafra Alternative Investments
Industry Financial Services
Experience
Wafra Investment Advisory Group, Inc. January 2014 - Present
Covington & Burling LLP September 2008 - December 2013
Education
New York University School of Law 2005 — 2008
J.D.
Georgetown University 2001 — 2005
A.B.
Wafra Investment Advisory Group, Inc. January 2014 - Present
Covington & Burling LLP September 2008 - December 2013
Education
New York University School of Law 2005 — 2008
J.D.
Georgetown University 2001 — 2005
A.B.
Joseph Cipolla's Wafra Investment Advisory Group, Inc. Experience June 2011 - January 2012
Job Vice President at Wafra Capital Partners Inc.
Industry Investment Management
Experience
Wafra Capital Partners Inc. March 2014 - Present
Wafra Capital Partners Inc. January 2012 - March 2014
Wafra Investment Advisory Group, Inc. June 2011 - January 2012
Bridgewater Associates July 2010 - June 2011
Davis Polk & Wardwell LLP September 2009 - July 2010
Vermont Supreme Court August 2008 - August 2009
Davis Polk & Wardwell LLP September 2007 - July 2008
Skills
Structured Finance, Hedge Funds, Venture Capital, Asset Management, Private Equity, Corporate Law, Securities Law, Compliance, Mergers, Investments, Securities Regulation, Securities, Due Diligence, Corporate Governance, Investment Management, Alternative Investments
Education
New York University School of Law
J.D., Law
Princeton University 1998 — 2002
A.B., History
Wafra Capital Partners Inc. March 2014 - Present
Wafra Capital Partners Inc. January 2012 - March 2014
Wafra Investment Advisory Group, Inc. June 2011 - January 2012
Bridgewater Associates July 2010 - June 2011
Davis Polk & Wardwell LLP September 2009 - July 2010
Vermont Supreme Court August 2008 - August 2009
Davis Polk & Wardwell LLP September 2007 - July 2008
Skills
Structured Finance, Hedge Funds, Venture Capital, Asset Management, Private Equity, Corporate Law, Securities Law, Compliance, Mergers, Investments, Securities Regulation, Securities, Due Diligence, Corporate Governance, Investment Management, Alternative Investments
Education
New York University School of Law
J.D., Law
Princeton University 1998 — 2002
A.B., History
Sally Ai, CPA's Wafra Investment Advisory Group, Inc. Experience December 2014 - Present
Job Accoutant at Redscout
Industry Accounting
Experience
Wafra Investment Advisory Group, Inc. December 2014 - Present
Redscout February 2014 - Present
Hertz Herson LLP December 2010 - January 2014
Mitsubishi UFJ Securities (USA), Inc. September 2010 - November 2010
Gramercy Park Hotel May 2010 - July 2010
U.S. Census Bureau -- Census Coverage Management April 2010 - June 2010
Skills
Tax Preparation, Accounts Payable, Payroll, Microsoft Excel, Accounting, Auditing, Financial Reporting, Accounts Receivable, Journal Entries, Tax, QuickBooks, Invoicing, Spreadsheets
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Accounting
Wafra Investment Advisory Group, Inc. December 2014 - Present
Redscout February 2014 - Present
Hertz Herson LLP December 2010 - January 2014
Mitsubishi UFJ Securities (USA), Inc. September 2010 - November 2010
Gramercy Park Hotel May 2010 - July 2010
U.S. Census Bureau -- Census Coverage Management April 2010 - June 2010
Skills
Tax Preparation, Accounts Payable, Payroll, Microsoft Excel, Accounting, Auditing, Financial Reporting, Accounts Receivable, Journal Entries, Tax, QuickBooks, Invoicing, Spreadsheets
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Accounting
Melissa Binder's Wafra Investment Advisory Group, Inc. Experience 2007 - 2009
Job
Industry Accounting
Experience
Wafra Investment Advisory Group, Inc. 2007 - 2009
Janus Capital Group 2005 - 2006
Green Party of England & Wales January 2004 - August 2004
Education
Indiana University - Kelley School of Business 2001 — 2005
Accounting, Finance, International Business
Wafra Investment Advisory Group, Inc. 2007 - 2009
Janus Capital Group 2005 - 2006
Green Party of England & Wales January 2004 - August 2004
Education
Indiana University - Kelley School of Business 2001 — 2005
Accounting, Finance, International Business
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY