Wealth-X Company
Industry: Company
DescriptionWealth-X is a global ultra high net worth intelligence and data company, founded in 2010. Headquartered in New York and London, the company has five offices on three continents and is owned by Insight Venture Partners. Number of employees: 150 Founded: 2010 Area served: World Key people: Richard Green (Co-President); Marc Cohen (Co-President) Headquarters: New York City, NY, London, United Kingdom Subsidiary: Ledbury Research LimitedFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportWealth-XWebsiteDirections Saved (0) Saved Save Research institute in New York City, New York Address: 12th Floor, 142 W 36th St, New York, NY 10018 Hours: Closed ⋅ Opens 9AM Mon Friday9AM–6PMSaturdayClosedSundayClosedMonday9AM–6PMTuesday9AM–6PMWednesday9AM–6PMThursday9AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (646) 861-7300: Place name: Website: : : : Category: : : Website: http://wealthx.com/ Category: Research institute 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. 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 Wealth-X Posting publicly on the Web Write a review Reviews Be the first to review
Wealth-X List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wealth-X. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Wealth-X Employees
Wealth-X August 2010 - Present
Michigan Land Use Institute June 2009 - August 2009
Skills
Economics, Valuation, Business Analysis, Entrepreneurship, Start-ups, Leadership, Strategy, Financial Analysis, Data Analysis, Market Research, Financial Modeling, Business Strategy, Finance, Nonprofits, Management, Research
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Bates College
B.A.
University of Cape Town
The New York Racing Association April 2013 - April 2015
The Domain Companies September 2012 - March 2013
Park IP Translations April 2012 - June 2012
KPMG Advisory June 2011 - June 2011
Wealth-X February 2011 - June 2011
KPMG March 2011 - May 2011
Price Waterhouse Coopers June 2010 - June 2010
Jean Georges Management February 2010 - May 2010
JMH Contracting Corp October 2009 - January 2010
eMusic May 2008 - September 2009
Skills
Accounting, Financial Analysis, Excel, Outlook, PowerPoint, Word, Research, Access, Quickbooks, Microsoft Office, Budgeting, Customer Service, Spanish, Microsoft Excel, QuickBooks, Budgets, Microsoft Word, Windows, System Administration, Data Analysis, Payroll, Accounts Payable, Spreadsheets, Strategic Planning, Leadership, Auditing, Financial Reporting, Time Management, Financial Accounting, Financial Statements, Teamwork, Tax, Banking, Accounts Receivable, Forensic Accounting, General Ledger, Finance, Internal Controls, Analysis, Account Reconciliation, Due Diligence, GAAP, CPA, Internal Audit
Education
City University of New York-John Jay College of Criminal Justice 2010 — 2012
B.S, Forensic Accounting
Borough of Manhattan Community College 2009 — 2010
A.A.S, Accounting
Wealth-X December 2011 - Present
Education
University of Cape Town 2008 — 2009
Master's in Philosophy
University of Cape Town 2005 — 2007
Law
Tulane University 1999 — 2003
Political Science with a Concentration in International Relations
Wealth-X October 2012 - December 2014
Wealth-X September 2011 - October 2012
Wealth-X January 2011 - September 2011
Portela Law Firm May 2008 - August 2008
Skills
Research, Business Development, Business Analysis, Financial Modeling, Valuation, Business Strategy, Editorial Process, Leadership, Due Diligence, Copy Editing
Education
New York University 2006 — 2010
Bachelor's, History
LaGuardia High School 2003 — 2006
Advanced Regents Diploma, Honors Instrumental Music
Wealth-X March 2013 - Present
Council of Europe October 2012 - December 2012
IBM July 2012 - October 2012
UNESCO Chair, University of Macedonia October 2010 - May 2011
English Language School Mina Rizou October 2007 - May 2011
Yuppi Camp, Kataskinotiki AE June 2005 - September 2008
Skills
International Relations, French, English, Human Rights, MS Office Suite, Greek, Coordinating Events, Communication, Multicultural, Microsoft Office, International..., Politics, Political Science, Research, European Union, Proofreading, Foreign Policy, Intercultural..., Policy Analysis, Teaching, Leadership
Education
CEU Summer University 2012 — 2012
Advanced European Union Legal Practice, European Law
Central European University 2011 — 2012
Master of Arts (M.A.), Human Rights, specialization in EU Law
Panepistimion Makedonias 2006 — 2011
Bachelor's degree, International and European Studies, Political Studies and Diplomacy
Reliant Energy September 2013 - Present
Reliant Energy September 2012 - August 2013
Wealth-X July 2010 - September 2012
Clinton Foundation January 2010 - May 2010
Peace Dividend Trust December 2009 - May 2010
Storch Amini and Munves October 2008 - June 2009
JET Program August 2007 - July 2008
The Metropolitan Museum of Art 2006 - 2006
Skills
Data Analysis, Economics, Research, Statistics, Microsoft Excel, Econometrics, Financial Modeling, SPSS, Quantitative Analytics, Stata, SAS programming, Matlab, Analysis, VBA, Management Consulting, Energy Derivatives, Hedging
Education
Fordham University 2009 — 2010
Masters, Economics
College of the Holy Cross 2003 — 2007
B.A., Economics
Fordham University March 2014 - Present
Legal Aid Society May 2012 - February 2014
New York City Law Department September 2011 - April 2012
Fordham University Safety and Security January 2008 - May 2011
Wealth-X February 2011 - April 2011
United States Secret Service September 2010 - December 2010
Naval Criminal Investigative Service May 2010 - August 2010
Skills
Raiser's Edge, Database Administration, Writing, Data Entry, Qualitative Research, Legal Research, Public Safety, Microsoft Excel, Community Outreach, Research, Event Management, Nonprofits
Education
Fordham University 2007 — 2011
Bachelor of Arts, Sociology
TriState Capital Bank September 2015 - Present
678 Partners March 2010 - Present
Future Founders Foundation December 2014 - Present
GSV Asset Management May 2014 - Present
Family Chateaux a private invitation only Family Office Community May 2015 - Present
Wealth-X September 2015 - Present
Single Family Office December 2013 - Present
Private Technology Company September 2014 - September 2015
Private Family Office July 2014 - September 2015
ClassroomIQ June 2014 - September 2015
Skills
Public Speaking, Business Strategy, New Business Development, Negotiation, Entrepreneurship, Strategic Intelligence, Customer Intelligence, Marketing Intelligence, Competitive Intelligence, Sales Intelligence, Business Intelligence, Business Intelligence..., Intelligence Analysis, Market Intelligence, Sales Management, Business Relationship..., Strategic Partnerships, Fundraising, Strategic Planning, Venture Capital, Strategy, Management, Management Consulting, Marketing, Executive Management, Training, Leadership Development, Market Research, Consulting, Program Management, Small Business, Social Media Marketing, Finance, Networking, Mentoring, Investments, Start-ups, Business Development, Leadership, Family Office
Education
University of Bristol 1994 — 1995
MBA, International Business
University College of London 1990 — 1993
BSc, Computer Science
Wealth-X April 2014 - Present
MPOne LLC March 2013 - Present
Kenneth W. Rendell Gallery, Inc. 2011 - March 2013
Colonial Williamsburg Foundation April 2011 - November 2011
MP One May 2009 - April 2011
Keno Auctions 2010 - 2011
Sothebys September 2004 - May 2009
MP One LLC 1997 - 2003
MP2 Communications 1986 - 1997
Knapp Communications 1981 - 1984
Skills
Data Analysis, Editing, Fine Art, Museums, Auctions, Art, Arts Administration, Integrated Marketing, Marketing Communications, Publishing, Custom Publishing, Gallery Administration, Strategic Planning, Brand Development, Social Media, New Business Development, Heritage Tourism, Fine, Sales, Public Relations, Art History, Nonprofits, Marketing Strategy, Strategy, Curating, Art Exhibitions, Marketing, Management, Business Development, CRM
Education
Miami University
Wharton Executive Education
Finance, General
Wealth-X February 2015 - Present
Bank of America September 2014 - February 2015
Sotheby's June 2013 - September 2014
The Bucknell Art Galleries January 2013 - May 2013
Samek Art Gallery August 2012 - December 2012
Sotheby's June 2012 - July 2012
The Metropolitan Museum of Art May 2012 - June 2012
Smithsonian American Art Museum June 2011 - July 2011
Tippy Toes Boutique November 2006 - June 2011
HITOPS 2008 - 2009
Skills
MediaBin, Italian, InDesign, SAP, Photoshop, TMS, Prezi, FileMaker, Digital Marketing
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), Art History, Italian Studies
Syracuse University In Florence 2012 — 2012
Art History, Italian Studies
Princeton High School 2005 — 2009
M. Shanken Communications (http://www.mshanken.com/) April 2013 - Present
ElderServe Health Inc. September 2012 - April 2013
ElderServe Health Inc. May 2012 - August 2012
Wealth-X February 2011 - March 2011
LVMH MOET HENNESSY LOUIS VUITTON INC December 2010 - February 2011
PACE UNIVERSITY TUTORING CENTER February 2008 - August 2010
JEAN MARTIN INCORPORATED August 2009 - November 2009
Skills
Microsoft Office, JavaScript, Excel, PowerPoint, Word, Windows, Customer Service, Fast Learner, Russian, French, English, Mail, Time Management, Facebook, Spreadsheets, Research, Team Coordination, Teamwork, Retail, Fashion Retail, Energy Efficiency, Assistance, Administrative Support, Information Retrieval, Oral Communications, Writing Skills, Organizing, Organisational Skills, Telephone Skills, Statistics, Problem Solving, Calculus, Mathematics, Skype, PC, Microsoft Excel, Microsoft Word, Event Planning, Market Research, Data Analysis, Editing, Analysis, Administrative..., Team Building, Social Media, Business Development, Management, Marketing, Writing
Education
Pace University - Lubin School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Thornton-Donovan School
High School
Wealth-X March 2015 - Present
TJAC Development July 2014 - February 2015
CTL Capital, LLC June 2013 - July 2013
Boca Medical Group May 2012 - August 2012
Shepherd and Wedderburn May 2011 - June 2011
ZVI Construction May 2009 - August 2010
Skills
Project Management, Management, Microsoft Excel, Social Media, Entrepreneurship, Microsoft Office, PowerPoint, Strategy, Time Management, Sales, French, Microsoft Word, Critical Thinking, Start-ups, New Business Development, Problem Solving, Venture Capital, Technology Integration
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
BSBA, International Business, Entrepreneurship
Worcester Academy
CNN June 2015 - Present
Express Tribune August 2014 - Present
The Mantle April 2013 - August 2014
Northwestern Mutual October 2013 - May 2014
Wealth-X January 2012 - November 2012
Wealth-X January 2011 - January 2012
National Executive Service Corps September 2010 - December 2010
World Policy Institute August 2009 - September 2009
The Office of Senator Kirsten E. Gillibrand July 2009 - September 2009
W. W. Norton & Company, Inc. June 2008 - August 2008
Skills
Research, Social Media, Event Planning, International Relations, Public Speaking, Nonprofits, Media Relations, Microsoft Office, Qualitative Research, Community Outreach, Editing, Press Releases, Report Writing, Marketing Communications, Blogging, Writing, Quantitative Research, Public Relations, Journalism, Opinion Writing, Politics, CisionPoint, Media List Building, Audience Segmentation
Education
Columbia University in the City of New York 2014 — 2016
Masters of Science (M.S.), Communications Practice
Smith College 2006 — 2010
Bachelor of Arts (B.A.), English Language & Literature/ Minor, International Relations
Edison Group, Inc December 2012 - Present
1stAveMachine September 2011 - July 2013
Jennifer Bradford Davis Interior Design May 2012 - July 2012
Rafael Vinoly Architects July 2011 - March 2012
Rafael Vinoly Architects April 2011 - July 2011
Wealth-X February 2011 - April 2011
The Premier Group November 2010 - April 2011
The Beijing Axis March 2010 - July 2010
Education
Central Michigan University 2005 — 2010
Bachelor of Business Administration, International Business, Marketing
Wealth-X September 2014 - Present
Wealth-X July 2013 - August 2014
Takeaway.com November 2012 - July 2013
Piraeus Bank September 2008 - February 2009
Skills
Corporate Finance, Stata, CRM, Macroeconomics, International..., English, International Business, Market Research, Entrepreneurship, International Exposure, Close Attention to..., Teamwork, Microsoft Excel, PowerPoint, Business Strategy, Customer Service, International Economics, Economics
Education
Universiteit Utrecht 2011 — 2012
Master’s Degree, International Economics & Business
Athens University of Economics and Business 2004 — 2011
Bachelor’s Degree, International & European Economics
Wealth-X September 2014 - Present
JCrew October 2013 - February 2015
WaterTower Theatre June 2013 - August 2013
Korpi Ballet August 2012 - May 2013
Baylor University 2009 - 2013
Baylor Balloons and Flowers July 2011 - December 2011
Victoria's Secret June 2010 - August 2010
Skills
Acting, Singing, Musical Theatre, Stage Make-up, Marketing, Advertising, Theatre, House Management, Ushering, Ballet, Jazz Dance, Fashion, Performing Arts, Facebook, Dance, PowerPoint, Public Speaking
Education
Baylor University 2009 — 2013
Bachelor of Fine Arts (B.F.A.), Theatre Performance
Wealth-X February 2015 - Present
Roubini Global Economics November 2012 - January 2015
Roubini Global Economics December 2006 - November 2012
Foote, Cone & Belding February 2006 - December 2006
Servisair 2003 - 2006
Baker Tilly 1999 - 2003
Skills
Forecasting, Financial Reporting, Financial Management, Cash Management, Cash Flow, Auditing, Accounting, Budgeting, Financial Accounting, Financial Control, Consolidation, Managerial Finance, Strategy, Mergers & Acquisitions, Management, Financial Modeling, Finance
Education
Institute of Chartered Accountants in England and Wales 1999 — 2003
FCA, Accounting
Healthcasts June 2015 - Present
New York City Economic Development Corporation September 2013 - June 2015
Akin Gump Strauss Hauer & Feld LLP September 2010 - June 2013
Wealth-X May 2010 - September 2010
Glass, Lewis & Co. May 2009 - September 2009
The World Bank December 2007 - August 2008
RAND Corporation July 2005 - October 2007
Skills
Policy Analysis, International..., Econometrics, Qualitative Research, Analysis, Data Analysis, Russian, International Economics, Economic Modeling, Economic Research, Stata, Policy, Spanish, Foreign Policy, Political Risk Analysis, Econometric Modeling, Translation, National Security, Quantitative Research, French, Macroeconomics, Python, R, Microsoft Excel, German, AML, Equity Research, SQL, Tableau
Education
Fordham University 2009 — 2010
Master of Arts, Economics
The University of Chicago 2001 — 2005
BA, Economics
Wealth-X April 2015 - Present
HP August 2011 - February 2015
Oberon Media June 2010 - May 2011
Samsung Electronics August 2008 - June 2010
Doubleday Entertainment September 2001 - September 2007
Time Warner / Book of the Month Club June 2000 - September 2001
Self employed May 1998 - May 2000
Skills
CRM, Email Marketing, E-commerce, Web Analytics, Social Media Marketing, Lead Generation, Analytics, Online Marketing, Marketing Strategy, Marketing, Omniture, Project Management, Digital Marketing, Process Improvement, Web Marketing, PPC, Segmentation, Social Media
Education
The George Washington University
The Taft School
University of Oregon
Certificate
WeWork June 2015 - Present
Wealth-X August 2013 - Present
Bauer Media Group - USA June 2012 - August 2013
City of Carlsbad July 2011 - June 2012
North County Times June 2010 - August 2010
Skills
Social Media, Facebook, Pinterest, Microsoft Office, Customer Service, Special Events, Google Docs, Advertising, Social Media Marketing, Event Planning, Event Management, Integrated Marketing, Sales, Marketing
Education
University of Oklahoma 2007 — 2011
Bachelor of Arts, Journalism & Mass Communication- Advertising
Wealth-X February 2015 - Present
JPMorgan Chase November 2011 - May 2014
JPMorgan Chase December 2008 - November 2011
New York City Transit January 2007 - December 2008
Skills
Investments, Credit, Banking, Portfolio Management, Finance, Financial Analysis, Financial Services, Analysis, PowerPoint, Microsoft Office, Sales, Microsoft Excel, Spanish, Team Leadership, Customer Service, Leadership, Data Analysis, Customer Service..., Business Process..., New Business Development, Business Development, Salesforce, WebEx
Education
City College of New York 2003 — 2008
BA, Business Management
Edward R. Murrow High School 2001 — 2003
Diploma, Science
Dowling College
Master of Business Administration (MBA), Business Administration and Management, General
Corporate Management Advisors January 2015 - Present
Wealth-X February 2013 - January 2015
Kenpat-USA May 2009 - January 2013
Skills
Business Development, Strategic Planning, Recruiting, Analysis, Financial Analysis, Project Management, Data Analysis, Business Strategy, Management, Leadership, Marketing, Microsoft Excel, Negotiation, Microsoft Office, Research, Risk Management, Real Estate, Finance, Valuation, PowerPoint, Nonprofits, Microsoft Word, Management Consulting, HR Consulting, Mortgage Industry, SaaS, Executive Search
Education
University of Florida 2005 — 2009
Bachelor of Science (B.S.), C.M. Engineering, Cum Laude
CRIUS ENERGY June 2014 - Present
ABB OPTICAL GROUP February 2014 - May 2014
Jewish Board of Family and Children's Services December 2012 - December 2013
Chatsworth Securities LLC 2012 - 2012
Wealth-X October 2011 - 2011
Glass, Lewis & Co. 2010 - 2010
EMD Chemicals January 2006 - January 2008
Skills
Bilingual-Italian, Excel, SAP, AS400, Word, LexisNexis, Lotus Notes, PowerPoint, International Economics, International Marketing, Italian
Education
Hagan School of Business 2008 — 2013
MBA, Marketing and Finance
Skidmore College 2001 — 2005
BA, Geology
Wealth-X September 2015 - Present
LRN January 2009 - September 2009
Datamonitor January 2007 - 2008
Datamonitor, Inc. 2003 - 2007
Oracle 1999 - 2003
Percussion Software 1998 - 1999
Skills
CRM, Account Management, Management, Professional Services, Business Development, Competitive Analysis, Team Management, Strategic Partnerships, Market Research, Solution Selling, Strategy, Sales Process, Leadership, Salesforce.com, Consulting, Sales
Education
Boston College 1994 — 1998
Edward Jones December 2013 - Present
Wealth-X December 2011 - September 2013
City to City 2010 - 2012
Perimeter Church August 2007 - May 2009
Skills
Strategic Planning, Public Speaking, Research, Event Management, Recruiting, Media Relations, Marketing Communications, Public Relations
Education
Clemson University 1988 — 1992
B.S., Marketing
Girls Preparatory School, Chattanooga, TN
Wealth-X March 2015 - Present
Wheaton College August 2013 - March 2015
Wheaton College January 2012 - December 2014
Princeton Theological Seminary September 2007 - May 2009
Jackson & Wallace December 2006 - August 2007
Skills
Teaching, Research, Nonprofits, Program Development, Public Speaking, Higher Education, Finance, Market Analysis, Financial Analysis
Education
Northern Illinois University 2011 — 2013
M.A., Philosophy
Princeton Theological Seminary 2007 — 2010
M.Div., Religion
Wheaton College 2002 — 2006
B.A., Philosophy
Wealth-X April 2012 - September 2012
Glass, Lewis & Co. February 2012 - April 2012
Multi Donor Trust Fund Office, UNDP March 2010 - June 2010
AUC January 2006 - July 2006
FeedBack Market Research March 2005 - March 2006
Nasgeyat for Trade and Industry July 2004 - September 2004
Skills
Market Research, Quantitative Research, Marketing Research, Qualitative Research, Advertising Research, Online Research, Data Analysis, Consumer Behaviour, Research, Research Design, Statistics, Segmentation, Analysis
Education
The American University in Cairo
Masters of Business Administration (MBA), Marketing and Management Concentration
The American University in Cairo
Bachelor of Arts, Business Administration/Marketing Concentration
NYLESA
NYLESA
NYLESA
IESE Business School August 2014 - Present
Revolution Prep September 2013 - June 2014
Revolution Prep March 2013 - September 2013
Reason Foundation October 2012 - March 2013
Wealth-X June 2012 - September 2012
Teach For America April 2011 - November 2011
The Lewis Review May 2010 - May 2011
The Heritage Foundation--Center for American Studies June 2010 - August 2010
Skills
Research, Editing, Microsoft Excel, Blogging, Analysis, Public Speaking, Account Management, Business Strategy, Project Management, Event Management, Vendor Relationship..., Vendor Contracts, Purchasing Negotiation
Education
The King's College 2007 — 2011
Bachelor of Arts (B.A.), Politics, Philosophy, & Economics, 3.71/4.00
Delta State University 2011 — 2011
Coursework for Master of Arts (M.A.), Education, 4.0
Coleman Research June 2015 - Present
Wealth-X December 2013 - April 2015
Wealth-X June 2013 - December 2013
Global Business Reports April 2012 - June 2013
Launch Digital Marketing October 2011 - April 2012
Launch Digital Marketing May 2011 - October 2011
Skills
Research, Market Research, International Relations, Politics, Account Management, German, Arabic, Business Development, Business Intelligence, Business Journalism, Digital Marketing, Blogging, Advertising, Data Analysis, Strategy
Education
Georgetown University 2006 — 2009
Bachelor's of Science in Foreign Service, International Relations and Affairs, 3.8 / 4.0 GPA
The American University in Cairo 2008 — 2008
International Program, Arabic, History, and Middle Eastern Studies, 3.9 / 4.0 GPA
Universität Trier 2007 — 2007
International Program, Germanics, SFS Certification in Germanics
IBM Global Business Services March 2015 - Present
Riverside Bank July 2014 - December 2014
US Navy October 2011 - September 2013
Wealth-X 2011 - 2011
US Census Bureau April 2010 - June 2010
Hannaford Bros. Co. February 2007 - December 2009
Skills
Financial Analysis, Portfolio Management, Investments, Problem Solving, Close Attention to..., Troubleshooting, Patience, Organization, Always Punctual, Work Ethic, Microsoft Office, PowerPoint, Administration, Teamwork, Access, Microsoft Excel, Attention to Detail, Microsoft Word, Time Management, Communication, Management
Education
State University of New York College at Oswego
Master of Business Administration (MBA), Finance, Project Management
State University of New York Empire State College 2014 — 2014
Bachelors of Science, Business, Management, and Economics with a Concentration in Finance
US Navy Nuclear Power Training Command 2012 — 2013
N/A, Nuclear/Nuclear Power Technology/Technician
CUNY Baruch 2010 — 2011
Junior, Accounting and Finance
Mount Saint Mary College 2007 — 2009
Junior, Accounting and Finance
Marlboro Central High School 2003 — 2007
Regents Diploma with Honors, High School/Secondary Diploma Programs