Water Island Capital, LLC
Description
Address: 41 Madison Ave, New York, NY 10010 Phone: (800) 560-8210: : : Place name: : Category: Website: : : Hours: Website: http://www.waterislandcapital.com/contact-us Category: Fund management company 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 Water Island Capital, LLC Posting publicly on the Web Write a review Reviews Be the first to review
Water Island Capital, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Water Island Capital, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Water Island Capital, LLC Employees
Employee
Years
Job
Industry
Irek Akberov Irek Akberov's Water Island Capital, LLC Experience March 2014 - June 2014
Job HOLT, Investment Strategy Coop at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Credit Suisse December 2014 - June 2015
1200 Miles July 2014 - August 2014
Water Island Capital, LLC March 2014 - June 2014
Southwest NY October 2012 - July 2013
El Greco May 2012 - October 2012
American University in Bulgaria 2009 - 2012
Shalyapin Restaurant February 2010 - September 2011
Kempinski September 2009 - February 2010
Hatchet Resort May 2009 - September 2009
Skills
Food Service, Catering, Cooking, Fine Dining, Cash Handling Experience, New Restaurant Openings, Restaurant Management, Customer Service, Restaurants, Time Management, Bartending, Sales, Process Scheduler, Team Leadership, Communication Skills, Microsoft Office, Teamwork, Customer Satisfaction
Education
Queens College 2014 — 2015
Bachelor's Degree, Finance, General
Laguardia Community College 2013 — 2014
Associate's Degree, Business Administration, High Honors
American University in Bulgaria 2009 — 2012
Bachelor of Arts (B.A.), Business Administration
ForEx Club Academy 2008 — 2008
Foreign Exchange Market Basic Course
Credit Suisse June 2015 - Present
Credit Suisse December 2014 - June 2015
1200 Miles July 2014 - August 2014
Water Island Capital, LLC March 2014 - June 2014
Southwest NY October 2012 - July 2013
El Greco May 2012 - October 2012
American University in Bulgaria 2009 - 2012
Shalyapin Restaurant February 2010 - September 2011
Kempinski September 2009 - February 2010
Hatchet Resort May 2009 - September 2009
Skills
Food Service, Catering, Cooking, Fine Dining, Cash Handling Experience, New Restaurant Openings, Restaurant Management, Customer Service, Restaurants, Time Management, Bartending, Sales, Process Scheduler, Team Leadership, Communication Skills, Microsoft Office, Teamwork, Customer Satisfaction
Education
Queens College 2014 — 2015
Bachelor's Degree, Finance, General
Laguardia Community College 2013 — 2014
Associate's Degree, Business Administration, High Honors
American University in Bulgaria 2009 — 2012
Bachelor of Arts (B.A.), Business Administration
ForEx Club Academy 2008 — 2008
Foreign Exchange Market Basic Course
Robert Foltynowicz PhD, CFA Robert Foltynowicz PhD, CFA's Water Island Capital, LLC Experience 2009 - 2010
Job Research Analyst, Wasatch Advisors
Industry Investment Management
Experience
Space Dynamics Laboratory June 2012 - May 2013
Energy Dynamic Laboratory March 2010 - May 2012
Water Island Capital, LLC 2009 - 2010
Wachovia Corporation 2007 - 2009
Sandia National Laboratories 2002 - 2007
IBM 2001 - 2002
Skills
C++, Software Engineering, Matlab, Simulations, Software Development, Java, Systems Engineering, Physics, Analysis, Data Analysis, Integration, Leadership, Project Management
Education
Purdue University 1996 — 2000
PhD, Physical Chemistry
United States Military Academy at West Point 1988 — 1992
BS, Chemistry
Space Dynamics Laboratory June 2012 - May 2013
Energy Dynamic Laboratory March 2010 - May 2012
Water Island Capital, LLC 2009 - 2010
Wachovia Corporation 2007 - 2009
Sandia National Laboratories 2002 - 2007
IBM 2001 - 2002
Skills
C++, Software Engineering, Matlab, Simulations, Software Development, Java, Systems Engineering, Physics, Analysis, Data Analysis, Integration, Leadership, Project Management
Education
Purdue University 1996 — 2000
PhD, Physical Chemistry
United States Military Academy at West Point 1988 — 1992
BS, Chemistry
Blair Dibble Blair Dibble's Water Island Capital, LLC Experience December 2013 - Present
Job Analyst at Water Island Capital, LLC
Industry Financial Services
Experience
Water Island Capital, LLC December 2013 - Present
New Providence Board of Education December 2012 - September 2013
American Foundation for Suicide Prevention June 2011 - August 2011
Communities in Schools of Richmond, VA August 2010 - January 2011
Skills
Research, Microsoft Office, Public Speaking, Social Media, PowerPoint, Politics, Microsoft Word, Event Planning, Political Campaigns, Political Science, Community Outreach, Editing, Public Relations, Public Policy, Policy
Education
University of Richmond 2008 — 2012
Bachelor of Arts (B.A.), PPEL (Philosophy, Political Science, Economics, Law), Leadership Studies
New Providence High School 2004 — 2008
Water Island Capital, LLC December 2013 - Present
New Providence Board of Education December 2012 - September 2013
American Foundation for Suicide Prevention June 2011 - August 2011
Communities in Schools of Richmond, VA August 2010 - January 2011
Skills
Research, Microsoft Office, Public Speaking, Social Media, PowerPoint, Politics, Microsoft Word, Event Planning, Political Campaigns, Political Science, Community Outreach, Editing, Public Relations, Public Policy, Policy
Education
University of Richmond 2008 — 2012
Bachelor of Arts (B.A.), PPEL (Philosophy, Political Science, Economics, Law), Leadership Studies
New Providence High School 2004 — 2008
Carla Griffin's Water Island Capital, LLC Experience September 2013 - Present
Job Water Island Capital Regional Vice President
Industry Financial Services
Experience
Water Island Capital, LLC September 2013 - Present
Stadion Money Management/Mutual of Omaha - MOIS February 2010 - December 2012
Dreyfus March 2006 - July 2007
DWS Investments February 2003 - March 2006
Dreyfus February 1999 - February 2003
Security Benefit July 1995 - February 1999
J&W Seligman January 1991 - June 1994
Interstate/Johnson Lane 1983 - 1991
Skills
Series 7, Series 63, Series 65, Mutual Funds, SMA, Alternative Investments, Wholesaler, Sales Presentations, Time Management, Perseverance, Investments, Financial Advisory, Investment Advisory, Separately Managed..., Variable Annuities, 401k, Asset Allocation, ETFs, Financial Services, Fixed Annuities, Investment Management, Investment Strategies, Retirement Planning, Securities, Wealth Management, Hedge Funds
Education
North Carolina State University
Water Island Capital, LLC September 2013 - Present
Stadion Money Management/Mutual of Omaha - MOIS February 2010 - December 2012
Dreyfus March 2006 - July 2007
DWS Investments February 2003 - March 2006
Dreyfus February 1999 - February 2003
Security Benefit July 1995 - February 1999
J&W Seligman January 1991 - June 1994
Interstate/Johnson Lane 1983 - 1991
Skills
Series 7, Series 63, Series 65, Mutual Funds, SMA, Alternative Investments, Wholesaler, Sales Presentations, Time Management, Perseverance, Investments, Financial Advisory, Investment Advisory, Separately Managed..., Variable Annuities, 401k, Asset Allocation, ETFs, Financial Services, Fixed Annuities, Investment Management, Investment Strategies, Retirement Planning, Securities, Wealth Management, Hedge Funds
Education
North Carolina State University
Jennifer Avicolli Jennifer Avicolli's Water Island Capital, LLC Experience January 2012 - Present
Job General Counsel and Chief Compliance Officer at Water Island Capital, LLC
Industry Investment Management
Experience
Water Island Capital, LLC January 2012 - Present
Cadogan Management LLC October 2010 - November 2011
UBP Asset Management September 2004 - March 2008
New York City Law Department March 2003 - August 2004
Brown Gavalas and Fromm LLP August 2000 - August 2002
Education
The University of Connecticut School of Law 1997 — 2000
J.D., Law
University of Exeter 1999 — 1999
Law
Central Connecticut State University 1991 — 1996
B.A., Political Science
Water Island Capital, LLC January 2012 - Present
Cadogan Management LLC October 2010 - November 2011
UBP Asset Management September 2004 - March 2008
New York City Law Department March 2003 - August 2004
Brown Gavalas and Fromm LLP August 2000 - August 2002
Education
The University of Connecticut School of Law 1997 — 2000
J.D., Law
University of Exeter 1999 — 1999
Law
Central Connecticut State University 1991 — 1996
B.A., Political Science
Allison Gallagher Allison Gallagher's Water Island Capital, LLC Experience June 2014 - Present
Job Law Clerk at Water Island Capital, LLC
Industry Law Practice
Experience
Labaton Sucharow LLP September 2014 - Present
Water Island Capital, LLC June 2014 - Present
Brooklyn Law School August 2012 - Present
US Securities and Exchange Commission January 2014 - May 2014
Crye Precision, LLC September 2013 - December 2013
Dechert LLP August 2013 - August 2013
The New York Center for Juvenile Justice June 2013 - August 2013
Weil Gotshal and Manges June 2012 - August 2012
Newman & Denburg, LLC May 2010 - August 2010
Atlantic Legal Foundation May 2009 - July 2009
Skills
Legal Research, Westlaw, Legal Writing, Legal Assistance, Document Review, Lexis, Corporate Law, LexisNexis
Education
Brooklyn Law School 2012 — 2015
Doctor of Law (JD), Law
Boston College 2008 — 2012
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
King's College London
Study Abroad
Labaton Sucharow LLP September 2014 - Present
Water Island Capital, LLC June 2014 - Present
Brooklyn Law School August 2012 - Present
US Securities and Exchange Commission January 2014 - May 2014
Crye Precision, LLC September 2013 - December 2013
Dechert LLP August 2013 - August 2013
The New York Center for Juvenile Justice June 2013 - August 2013
Weil Gotshal and Manges June 2012 - August 2012
Newman & Denburg, LLC May 2010 - August 2010
Atlantic Legal Foundation May 2009 - July 2009
Skills
Legal Research, Westlaw, Legal Writing, Legal Assistance, Document Review, Lexis, Corporate Law, LexisNexis
Education
Brooklyn Law School 2012 — 2015
Doctor of Law (JD), Law
Boston College 2008 — 2012
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
King's College London
Study Abroad
Jennifer Closs's Water Island Capital, LLC Experience May 2012 - August 2013
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo May 2014 - August 2014
Water Island Capital, LLC May 2012 - August 2013
EY June 2013 - June 2013
Skills
Microsoft Excel, Time Management, Access, Customer Service, Organization, Work Ethic, PowerPoint, Public Speaking, Finance, Teamwork, Financial Analysis, Microsoft Office
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Wells Fargo July 2015 - Present
Wells Fargo May 2014 - August 2014
Water Island Capital, LLC May 2012 - August 2013
EY June 2013 - June 2013
Skills
Microsoft Excel, Time Management, Access, Customer Service, Organization, Work Ethic, PowerPoint, Public Speaking, Finance, Teamwork, Financial Analysis, Microsoft Office
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Pablo Galarza's Water Island Capital, LLC Experience June 2014 - Present
Job Director of Marketing and Communications at Water Island Capital
Industry Investment Management
Experience
Water Island Capital, LLC June 2014 - Present
Puppydog Products March 2013 - Present
Project G Communications February 2013 - Present
Morgan Stanley Wealth Management November 2009 - January 2013
Citigroup May 2007 - November 2009
Citigroup March 2005 - May 2007
Money April 1998 - February 2005
SmartMoney.com October 1996 - April 1998
Financial World July 1995 - September 1996
Investor's Business Daily October 1993 - July 1995
Skills
Web Content, Corporate Communications, Writing, Social Media, Marketing Communications, Strategic Communications, Integrated Marketing, Social Media Marketing, Speech Writing, Editing, Content Development, Content Strategy, Market Research, Financial Services, Marketing, Strategy, Publications, Magazines, Editorial, Mutual Funds, Internal Communications, Publishing, Media Relations, Blogging, Digital Media, Copywriting, Television, New Media
Education
Rutgers College
B.A, English Literature
Rutgers, The State University of New Jersey-New Brunswick
BA, English
Water Island Capital, LLC June 2014 - Present
Puppydog Products March 2013 - Present
Project G Communications February 2013 - Present
Morgan Stanley Wealth Management November 2009 - January 2013
Citigroup May 2007 - November 2009
Citigroup March 2005 - May 2007
Money April 1998 - February 2005
SmartMoney.com October 1996 - April 1998
Financial World July 1995 - September 1996
Investor's Business Daily October 1993 - July 1995
Skills
Web Content, Corporate Communications, Writing, Social Media, Marketing Communications, Strategic Communications, Integrated Marketing, Social Media Marketing, Speech Writing, Editing, Content Development, Content Strategy, Market Research, Financial Services, Marketing, Strategy, Publications, Magazines, Editorial, Mutual Funds, Internal Communications, Publishing, Media Relations, Blogging, Digital Media, Copywriting, Television, New Media
Education
Rutgers College
B.A, English Literature
Rutgers, The State University of New Jersey-New Brunswick
BA, English
Kellie Zhong's Water Island Capital, LLC Experience October 2013 - Present
Job Office Assistant at Water Island Capital, LLC
Industry Education Management
Experience
Water Island Capital, LLC October 2013 - Present
Ming Yuan July 2013 - August 2013
Dr. Ann Qiu June 2013 - July 2013
Ming Yuan October 2011 - June 2013
Skills
PowerPoint, Microsoft Excel, Tutoring, Teaching, Microsoft Office
Education
Baruch College 2012 — 2016
Water Island Capital, LLC October 2013 - Present
Ming Yuan July 2013 - August 2013
Dr. Ann Qiu June 2013 - July 2013
Ming Yuan October 2011 - June 2013
Skills
PowerPoint, Microsoft Excel, Tutoring, Teaching, Microsoft Office
Education
Baruch College 2012 — 2016
Joseph Kolinsky's Water Island Capital, LLC Experience March 2014 - Present
Job Compliance Officer at Water Island Capital, LLC
Industry Financial Services
Experience
Water Island Capital, LLC March 2014 - Present
MetLife January 2011 - February 2014
Zweig-DiMenna February 2005 - December 2010
PricewaterhouseCoopers 2004 - 2005
AllianceBernstein 1998 - 2003
The Bank of New York 1995 - 1998
Skills
Mutual Funds, AML, Hedge Funds, Securities, Asset Managment, Equities, Fixed Income, Broker-Dealer, Capital Markets, Risk Management, Due Diligence, Alternative Investments, Derivatives, Investment Management, Investments, Financial Services, Bloomberg, Financial Risk, KYC, Finance, Series 24, Internal Audit, Portfolio Management, Auditing, Financial Analysis, Asset Management
Education
Iona College 1989 — 1992
BA
Fordham Prep 1984 — 1988
High School Diploma
Water Island Capital, LLC March 2014 - Present
MetLife January 2011 - February 2014
Zweig-DiMenna February 2005 - December 2010
PricewaterhouseCoopers 2004 - 2005
AllianceBernstein 1998 - 2003
The Bank of New York 1995 - 1998
Skills
Mutual Funds, AML, Hedge Funds, Securities, Asset Managment, Equities, Fixed Income, Broker-Dealer, Capital Markets, Risk Management, Due Diligence, Alternative Investments, Derivatives, Investment Management, Investments, Financial Services, Bloomberg, Financial Risk, KYC, Finance, Series 24, Internal Audit, Portfolio Management, Auditing, Financial Analysis, Asset Management
Education
Iona College 1989 — 1992
BA
Fordham Prep 1984 — 1988
High School Diploma
Roy Levy Roy Levy's Water Island Capital, LLC Experience 2003 - 2005
Job Vice President at General Robotics
Industry Defense & Space
Experience
General Robotics, LTD. June 2014 - Present
Avascent International August 2013 - Present
Oxford Analytica February 2012 - Present
The Avascent Group May 2012 - August 2013
The Center for Strategic and International Studies 2009 - January 2013
Rhodium Group (RHG) 2008 - 2009
Colin Powell Center for Policy Studies 2007 - 2009
Institute for Defense and Disarmament Studies 2005 - 2007
Water Island Capital, LLC 2003 - 2005
Skills
Foreign Policy, Due Diligence, Business Strategy, Growth Strategies, Political Risk Analysis, DoD, Financial Analysis, Mergers & Acquisitions, Defense, Project Management, Policy, Analysis, Economics, Government, International Relations, Policy Analysis, Management, Public Policy, International Security, Management Consulting, Politics, Strategy
Education
Beijing Language and Culture University 2007 — 2008
Mandarin
City University of New York 2004 — 2008
BA, Chinese Political Economy
General Robotics, LTD. June 2014 - Present
Avascent International August 2013 - Present
Oxford Analytica February 2012 - Present
The Avascent Group May 2012 - August 2013
The Center for Strategic and International Studies 2009 - January 2013
Rhodium Group (RHG) 2008 - 2009
Colin Powell Center for Policy Studies 2007 - 2009
Institute for Defense and Disarmament Studies 2005 - 2007
Water Island Capital, LLC 2003 - 2005
Skills
Foreign Policy, Due Diligence, Business Strategy, Growth Strategies, Political Risk Analysis, DoD, Financial Analysis, Mergers & Acquisitions, Defense, Project Management, Policy, Analysis, Economics, Government, International Relations, Policy Analysis, Management, Public Policy, International Security, Management Consulting, Politics, Strategy
Education
Beijing Language and Culture University 2007 — 2008
Mandarin
City University of New York 2004 — 2008
BA, Chinese Political Economy
Alexis Perez Alexis Perez's Water Island Capital, LLC Experience May 2014 - August 2014
Job NYC Press & Immigration Intern at U.S. Senator Charles E. Schumer
Industry Financial Services
Experience
U.S. Senator Charles Schumer January 2015 - June 2015
Paul Davis for Governor October 2014 - November 2014
Swim Strong Founda May 2014 - September 2014
Water Island Capital, LLC May 2014 - August 2014
Honors Student Advisory Committee May 2012 - August 2014
NYS Assemblyman Francisco Moya June 2013 - September 2013
LaGuardia Community College January 2013 - August 2013
Friends of Koch January 2013 - July 2013
The Wright Fit June 2011 - May 2013
Model NY State Senate March 2013 - March 2013
Skills
Leadership, Public Speaking, Teamwork, Research, Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Access, Event Planning, Fundraising, Lobbying, Policy, Spanish, Nonprofits, Politics, Community Outreach, Grant Writing, Higher Education, Public Relations, Volunteer Management
Education
Georgetown University 2013 — 2016
Bachelor's degree, Economics
Laguardia Community College 2011 — 2013
Associate of Science (A.S.), Business Administration and Management, General, 3.7
Benjamin N. Cardozo High School 2007 — 2010
Advanced Regents Diploma, Law/Criminal Justice
U.S. Senator Charles Schumer January 2015 - June 2015
Paul Davis for Governor October 2014 - November 2014
Swim Strong Founda May 2014 - September 2014
Water Island Capital, LLC May 2014 - August 2014
Honors Student Advisory Committee May 2012 - August 2014
NYS Assemblyman Francisco Moya June 2013 - September 2013
LaGuardia Community College January 2013 - August 2013
Friends of Koch January 2013 - July 2013
The Wright Fit June 2011 - May 2013
Model NY State Senate March 2013 - March 2013
Skills
Leadership, Public Speaking, Teamwork, Research, Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Access, Event Planning, Fundraising, Lobbying, Policy, Spanish, Nonprofits, Politics, Community Outreach, Grant Writing, Higher Education, Public Relations, Volunteer Management
Education
Georgetown University 2013 — 2016
Bachelor's degree, Economics
Laguardia Community College 2011 — 2013
Associate of Science (A.S.), Business Administration and Management, General, 3.7
Benjamin N. Cardozo High School 2007 — 2010
Advanced Regents Diploma, Law/Criminal Justice
Wesley Stryker Wesley Stryker's Water Island Capital, LLC Experience June 2013 - August 2013
Job Intern at Water Island Capital, LLC
Industry Financial Services
Experience
Maryland Threads, LLC July 2012 - Present
Water Island Capital, LLC June 2013 - August 2013
Ocean Technology, Inc. June 2012 - June 2013
Skills
QuickBooks, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Bookkeeping, Financial Analysis, Customer Service, Social Media, Time Management, Access, Accounts Payable, Finance, Accounts Receivable, Social Networking
Education
Towson University 2011 — 2015
Bachelor of Science (B.S.), Finance and Marketing
Maryland Threads, LLC July 2012 - Present
Water Island Capital, LLC June 2013 - August 2013
Ocean Technology, Inc. June 2012 - June 2013
Skills
QuickBooks, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Bookkeeping, Financial Analysis, Customer Service, Social Media, Time Management, Access, Accounts Payable, Finance, Accounts Receivable, Social Networking
Education
Towson University 2011 — 2015
Bachelor of Science (B.S.), Finance and Marketing
Margo Glover's Water Island Capital, LLC Experience May 2011 - August 2011
Job Customer Success Onboarding Specialist at Handshake Corp.
Industry Information Technology and Services
Experience
Handshake Corp. September 2015 - Present
NW Data April 2015 - September 2015
NW Data July 2013 - March 2015
Meet To Marry, LLC May 2012 - January 2013
Water Island Capital, LLC May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Writing, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Event Planning, Time Management, Graphic Design, Keynote, Office Administration, Social Networking, Sales Process, Management, Marketing, Sales
Education
Tulane University 2009 — 2013
Bachelor of Arts (B.A.), Sociology, Minor in Business/Art History
Handshake Corp. September 2015 - Present
NW Data April 2015 - September 2015
NW Data July 2013 - March 2015
Meet To Marry, LLC May 2012 - January 2013
Water Island Capital, LLC May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Writing, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Event Planning, Time Management, Graphic Design, Keynote, Office Administration, Social Networking, Sales Process, Management, Marketing, Sales
Education
Tulane University 2009 — 2013
Bachelor of Arts (B.A.), Sociology, Minor in Business/Art History
Paz Grimberg Paz Grimberg's Water Island Capital, LLC Experience June 2015 - Present
Job Quantitative Analyst at Water Island Capital, LLC
Industry Financial Services
Experience
Water Island Capital, LLC June 2015 - Present
WR Hambrecht + Co October 2014 - March 2015
Alpha-Beta Investment Strategies December 2011 - March 2014
E4D Solutions LTD June 2011 - December 2011
IDF - Elite Technological Unit January 2007 - June 2011
Skills
Econometrics, Quantitative Analytics, Quantitative Finance, Portfolio Optimization, Algorithms, Python, C#, C++, .NET, Java, WCF, Multithreading, Object Oriented Design, TCP/IP, OOP, Integration, System Architecture, Software Design, Software Engineering, Design Patterns, Matlab, R, MySQL, NYSE
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
MFE, Financial Engineering
Tel Aviv University 2010 — 2013
MSc, Mathematics, summa cum laude
Tel Aviv University 2004 — 2007
BSc, Computer Science
Water Island Capital, LLC June 2015 - Present
WR Hambrecht + Co October 2014 - March 2015
Alpha-Beta Investment Strategies December 2011 - March 2014
E4D Solutions LTD June 2011 - December 2011
IDF - Elite Technological Unit January 2007 - June 2011
Skills
Econometrics, Quantitative Analytics, Quantitative Finance, Portfolio Optimization, Algorithms, Python, C#, C++, .NET, Java, WCF, Multithreading, Object Oriented Design, TCP/IP, OOP, Integration, System Architecture, Software Design, Software Engineering, Design Patterns, Matlab, R, MySQL, NYSE
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
MFE, Financial Engineering
Tel Aviv University 2010 — 2013
MSc, Mathematics, summa cum laude
Tel Aviv University 2004 — 2007
BSc, Computer Science
Randy Lierman, CIMA's Water Island Capital, LLC Experience October 2013 - September 2015
Job Regional Vice President at Water Island Capital, LLC
Industry Investment Management
Experience
Water Island Capital, LLC October 2013 - September 2015
American Independence Financial Services June 2013 - September 2013
GRN Chesterfield February 2012 - May 2013
Newton Capital Management, LLC / Bank of New York Mellon 2007 - 2011
Dreyfus Investments/Bank of New York Mellon 2004 - 2007
Rogers & Company, LLC, Black Diamond, LLC, & Daedalus Capital 2002 - 2004
Dreyfus Investments/Bank of New York Mellon 1998 - 2002
Seligman 1992 - 1996
Skills
Strong Presentation..., Complex Problem Solving..., Investment Competence, Skilled in..., Results Oriented Success, Investment Strategies, Alternative Investments, Asset Management, Investment Products, Goal Oriented, Investments, Asset Managment, Strategy, Portfolio Management, Start-ups, Investment Management, Series 7, Business Development, Mutual Funds, Asset Allocation, Wealth Management, Equities, Entrepreneurship, ETFs, Series 63, Hedge Funds, CRM, Separately Managed..., Financial Advisory, Investment Advisory, Securities, Fixed Income, Problem Solving, Leadership, Retirement Planning, Strategic Planning, Financial Services, Series 24, Retirement, Series 65, Private Equity, Bonds, Series 6, FINRA, Uniform Combined State..., Sales, Financial Analysis, IRAs, Financial Markets, Estate Planning
Education
CAIA Association 2014 — 2014
Fundamentals of Alternative Investments Certificate, Alternative Investments, Passing
IMCA - The Wharton School of Business 2001 — 2001
CIMA & Investment Strategist Certificate, Investments and Securities
Northwest Learning Institute 1985 — 1986
Masters of Analysis, Real Estate Investments
Truman State University 1977 — 1981
B.S., Business Administration
Water Island Capital, LLC October 2013 - September 2015
American Independence Financial Services June 2013 - September 2013
GRN Chesterfield February 2012 - May 2013
Newton Capital Management, LLC / Bank of New York Mellon 2007 - 2011
Dreyfus Investments/Bank of New York Mellon 2004 - 2007
Rogers & Company, LLC, Black Diamond, LLC, & Daedalus Capital 2002 - 2004
Dreyfus Investments/Bank of New York Mellon 1998 - 2002
Seligman 1992 - 1996
Skills
Strong Presentation..., Complex Problem Solving..., Investment Competence, Skilled in..., Results Oriented Success, Investment Strategies, Alternative Investments, Asset Management, Investment Products, Goal Oriented, Investments, Asset Managment, Strategy, Portfolio Management, Start-ups, Investment Management, Series 7, Business Development, Mutual Funds, Asset Allocation, Wealth Management, Equities, Entrepreneurship, ETFs, Series 63, Hedge Funds, CRM, Separately Managed..., Financial Advisory, Investment Advisory, Securities, Fixed Income, Problem Solving, Leadership, Retirement Planning, Strategic Planning, Financial Services, Series 24, Retirement, Series 65, Private Equity, Bonds, Series 6, FINRA, Uniform Combined State..., Sales, Financial Analysis, IRAs, Financial Markets, Estate Planning
Education
CAIA Association 2014 — 2014
Fundamentals of Alternative Investments Certificate, Alternative Investments, Passing
IMCA - The Wharton School of Business 2001 — 2001
CIMA & Investment Strategist Certificate, Investments and Securities
Northwest Learning Institute 1985 — 1986
Masters of Analysis, Real Estate Investments
Truman State University 1977 — 1981
B.S., Business Administration
Dilip Pidikiti's Water Island Capital, LLC Experience November 2010 - August 2013
Job Member Board of Directors at Angel Compass Network
Industry Financial Services
Experience
Tiburon Capital Management, LLC February 2015 - Present
Angel Compass Network January 2013 - Present
Morgan Stanley February 2014 - August 2014
Water Island Capital, LLC November 2010 - August 2013
Citigroup February 2010 - November 2010
Moodys Corporation August 2009 - November 2009
The Benchmark Company August 2007 - October 2008
Citigroup November 2006 - August 2007
Skills
Financial Modeling, Portfolio Management, Investments, Hedge Funds, Financial Risk, Equity Research, Budgets, Credit, Series 7, Investment Banking, Analysis, Forecasting, Finance, Equities, Bloomberg, Alternative Investments, Asset Management, Capital Markets, Valuation, Due Diligence, Securities
Education
Pace University - Lubin School of Business 2013 — 2016
Executive MBA, Finance
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Science (BS), Finance
Temple University 2001 — 2005
BA, Political Science
Tiburon Capital Management, LLC February 2015 - Present
Angel Compass Network January 2013 - Present
Morgan Stanley February 2014 - August 2014
Water Island Capital, LLC November 2010 - August 2013
Citigroup February 2010 - November 2010
Moodys Corporation August 2009 - November 2009
The Benchmark Company August 2007 - October 2008
Citigroup November 2006 - August 2007
Skills
Financial Modeling, Portfolio Management, Investments, Hedge Funds, Financial Risk, Equity Research, Budgets, Credit, Series 7, Investment Banking, Analysis, Forecasting, Finance, Equities, Bloomberg, Alternative Investments, Asset Management, Capital Markets, Valuation, Due Diligence, Securities
Education
Pace University - Lubin School of Business 2013 — 2016
Executive MBA, Finance
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Science (BS), Finance
Temple University 2001 — 2005
BA, Political Science
Brian J. Davis, CAIA's Water Island Capital, LLC Experience June 2012 - Present
Job Regional Vice President at Water Island Capital, LLC
Industry Financial Services
Experience
Water Island Capital, LLC June 2012 - Present
Fifth Third Asset Management January 2010 - May 2012
Fifth Third Asset Management January 2007 - January 2010
American Funds Distributors December 2005 - January 2007
Skills
Mutual Funds, Sales, Alternative Investments, Asset Allocation, Retirement Planning, Investment Advisory, Wealth Management, Securities, Investments, Asset Managment, Investment Strategies, Equities, Series 7, Financial Analysis, Portfolio Management, Selling, Series 65, Investment Management, ETFs, Financial Advisory, Asset Management, 401k, Business Development, FINRA, Financial Services, Relationship Management, Separately Managed...
Education
Xavier University 2007 — 2010
MBA, Finance Focus
University of Dayton 2001 — 2005
BA, Finance, Marketing
Water Island Capital, LLC June 2012 - Present
Fifth Third Asset Management January 2010 - May 2012
Fifth Third Asset Management January 2007 - January 2010
American Funds Distributors December 2005 - January 2007
Skills
Mutual Funds, Sales, Alternative Investments, Asset Allocation, Retirement Planning, Investment Advisory, Wealth Management, Securities, Investments, Asset Managment, Investment Strategies, Equities, Series 7, Financial Analysis, Portfolio Management, Selling, Series 65, Investment Management, ETFs, Financial Advisory, Asset Management, 401k, Business Development, FINRA, Financial Services, Relationship Management, Separately Managed...
Education
Xavier University 2007 — 2010
MBA, Finance Focus
University of Dayton 2001 — 2005
BA, Finance, Marketing
Jay Ivison's Water Island Capital, LLC Experience March 2009 - August 2009
Job Ski Instructor at Vail Resorts
Industry Financial Services
Experience
Vail Resorts March 2010 - Present
Water Island Capital, LLC March 2009 - August 2009
Education
University of Denver
BA, Economics
Vail Resorts March 2010 - Present
Water Island Capital, LLC March 2009 - August 2009
Education
University of Denver
BA, Economics
Bill Hairgrove's Water Island Capital, LLC Experience November 2013 - Present
Job Regional Vice President at Water Island Capital, LLC
Industry Financial Services
Experience
Water Island Capital, LLC November 2013 - Present
Calvert Investments June 1998 - October 2013
INVESCO 1994 - 1998
Skills
Series 6, Series 63, Series 7, Mutual Funds, Investment Strategies, Investments, Securities, Equities, Fixed Income, Corporate Social..., Strategic Planning, Business Development, Marketing Strategy, Budgets, Accounting, Investment Advisory, Insurance, Separately Managed..., Financial Services
Education
Metropolitan State College of Denver 1992 — 1995
Bachelor's degree, Marketing
Colorado State University 1991 — 1992
Water Island Capital, LLC November 2013 - Present
Calvert Investments June 1998 - October 2013
INVESCO 1994 - 1998
Skills
Series 6, Series 63, Series 7, Mutual Funds, Investment Strategies, Investments, Securities, Equities, Fixed Income, Corporate Social..., Strategic Planning, Business Development, Marketing Strategy, Budgets, Accounting, Investment Advisory, Insurance, Separately Managed..., Financial Services
Education
Metropolitan State College of Denver 1992 — 1995
Bachelor's degree, Marketing
Colorado State University 1991 — 1992
Nicholas Kirschner's Water Island Capital, LLC Experience July 2007 - July 2007
Job Interest Rate Strategist at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2014 - Present
RBS Global Banking & Markets July 2012 - April 2014
RBS Global Banking & Markets June 2011 - August 2011
The Bank of New York Mellon June 2010 - August 2010
The Bank of New York Mellon June 2009 - August 2009
Water Island Capital, LLC July 2007 - July 2007
Skills
Fixed Income, Capital Markets, Interest Rate..., Macroeconomics, Futures, Derivatives, Bloomberg, Finance, Economics
Education
Hamilton College 2008 — 2012
B.A., Economics and Math, Cum Laude
Riverdale Country School 2002 — 2008
High School Diploma
Morgan Stanley May 2014 - Present
RBS Global Banking & Markets July 2012 - April 2014
RBS Global Banking & Markets June 2011 - August 2011
The Bank of New York Mellon June 2010 - August 2010
The Bank of New York Mellon June 2009 - August 2009
Water Island Capital, LLC July 2007 - July 2007
Skills
Fixed Income, Capital Markets, Interest Rate..., Macroeconomics, Futures, Derivatives, Bloomberg, Finance, Economics
Education
Hamilton College 2008 — 2012
B.A., Economics and Math, Cum Laude
Riverdale Country School 2002 — 2008
High School Diploma
Kevin Keung, CFA's Water Island Capital, LLC Experience October 2014 - Present
Job Investment Analyst at Water Island Capital, LLC
Industry Investment Banking
Experience
Water Island Capital, LLC October 2014 - Present
Evercore Partners August 2012 - June 2014
Columbia Capital August 2009 - January 2012
Citigroup Global Markets Inc. Investment Banking Global Communications Group July 2007 - July 2009
JP Morgan Securities Principal Investment Management Capital Markets Investment June 2006 - August 2006
Corbin Capital Partners January 2005 - March 2005
Skills
Valuation
Education
Dartmouth College 2003 — 2007
BA, Magna Cum Laude, Economics
Beijing Normal University 2004 — 2004
Old Bridge High School
Water Island Capital, LLC October 2014 - Present
Evercore Partners August 2012 - June 2014
Columbia Capital August 2009 - January 2012
Citigroup Global Markets Inc. Investment Banking Global Communications Group July 2007 - July 2009
JP Morgan Securities Principal Investment Management Capital Markets Investment June 2006 - August 2006
Corbin Capital Partners January 2005 - March 2005
Skills
Valuation
Education
Dartmouth College 2003 — 2007
BA, Magna Cum Laude, Economics
Beijing Normal University 2004 — 2004
Old Bridge High School
Andrew Dooley's Water Island Capital, LLC Experience January 2012 - 2012
Job Quote Associate at Sun Life Financial
Industry Investment Management
Experience
Sun Life Financial Co-FounderStreetLight Inc.December 2012 - Present
Water Island Capital, LLC January 2012 - 2012
Dowling & Partners 2012 - 2012
Aquastone Graphics llc. May 2011 - July 2011
Mohawk Mountain Ski Resort December 2005 - April 2006
Skills
PowerPoint, Microsoft Excel, Access, Financial Analysis, Finance, Valuation, Bloomberg, Microsoft Word, Microsoft Office, Outlook, Facebook
Education
Litchfield High School
Litchfield High School
The University of Connecticut School of Business
Finance, Business
University of Pittsburgh
Psychology
Sun Life Financial Co-FounderStreetLight Inc.December 2012 - Present
Water Island Capital, LLC January 2012 - 2012
Dowling & Partners 2012 - 2012
Aquastone Graphics llc. May 2011 - July 2011
Mohawk Mountain Ski Resort December 2005 - April 2006
Skills
PowerPoint, Microsoft Excel, Access, Financial Analysis, Finance, Valuation, Bloomberg, Microsoft Word, Microsoft Office, Outlook, Facebook
Education
Litchfield High School
Litchfield High School
The University of Connecticut School of Business
Finance, Business
University of Pittsburgh
Psychology
Steve Scrimgeour's Water Island Capital, LLC Experience July 2013 - June 2014
Job Marketing
Industry Financial Services
Experience
Water Island Capital, LLC July 2013 - June 2014
Education
McGill University
Bachelor of Arts (B.A.), Economics
Water Island Capital, LLC July 2013 - June 2014
Education
McGill University
Bachelor of Arts (B.A.), Economics
Matt Osowiecki's Water Island Capital, LLC Experience March 2007 - Present
Job Managing Director European Equities at Water Island Capital, LLC
Industry Investment Management
Experience
Water Island Capital, LLC March 2007 - Present
The Hartford February 2006 - February 2007
Skills
Microsoft Office, Customer Service, Research, Strategic Planning, Bloomberg, Equity Trading, Portfolio Management
Education
The University of Connecticut 2000 — 2003
Bachelor of Science (BS), Finance, General
Litchfield High
Litchfield High
SCSU
Water Island Capital, LLC March 2007 - Present
The Hartford February 2006 - February 2007
Skills
Microsoft Office, Customer Service, Research, Strategic Planning, Bloomberg, Equity Trading, Portfolio Management
Education
The University of Connecticut 2000 — 2003
Bachelor of Science (BS), Finance, General
Litchfield High
Litchfield High
SCSU