WealthForge Company
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WealthForge Employees
Employee
Years
Job
Industry
Brenda Doan Brenda Doan's WealthForge Experience January 2015 - April 2015
Job Financial Product Sales & Analytics Summer Intern at Bloomberg
Industry Financial Services
Experience
University of Richmond August 2013 - Present
Bloomberg LP May 2015 - August 2015
WealthForge January 2015 - April 2015
Deloitte October 2014 - November 2014
Vanderbilt Owen Graduate School of Management June 2014 - June 2014
University of Richmond August 2013 - May 2014
The Collegian April 2013 - September 2013
The Collegian January 2013 - April 2013
Best Buy May 2012 - August 2012
Skills
Public Speaking, Debate, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Social Media, Facebook, Customer Service, Photoshop, Editing, Event Planning, Access, Marketing, Sales, Leadership, Time Management, Bloomberg
Education
University of Richmond 2012 — 2016
Bachelor's Degree, Marketing and Management
Peking University 2013 — 2013
University of Richmond August 2013 - Present
Bloomberg LP May 2015 - August 2015
WealthForge January 2015 - April 2015
Deloitte October 2014 - November 2014
Vanderbilt Owen Graduate School of Management June 2014 - June 2014
University of Richmond August 2013 - May 2014
The Collegian April 2013 - September 2013
The Collegian January 2013 - April 2013
Best Buy May 2012 - August 2012
Skills
Public Speaking, Debate, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Social Media, Facebook, Customer Service, Photoshop, Editing, Event Planning, Access, Marketing, Sales, Leadership, Time Management, Bloomberg
Education
University of Richmond 2012 — 2016
Bachelor's Degree, Marketing and Management
Peking University 2013 — 2013
Bethany Sims Bethany Sims's WealthForge Experience April 2014 - February 2015
Job Marketing Director at CordiaGrad
Industry Marketing and Advertising
Experience
CordiaGrad February 2015 - Present
WealthForge April 2014 - February 2015
Aquent December 2012 - August 2013
Cornett-Integrated Marketing Solutions August 2010 - December 2010
Mindshare LLC June 2010 - July 2010
University of Kentucky January 2010 - May 2010
Skills
Adobe Creative Suite, Microsoft Certified..., Advertising Research, Marketing Research, Retail Sales, Creative Marketer, Web Services, Web Content, Recruiting, Advertising, Creative Direction, Event Management, Social Networking, Creative Strategy, Social Media Marketing, Social Media, Art Direction, Customer Service, Integrated Marketing, Online Advertising, Brand Development, Email Marketing, Facebook, Copywriting, Sales, Web Design, Marketing, Digital Marketing, Marketing Communications, Digital Strategy, Direct Mail, SEO, Google Analytics, Blogging, Interactive Marketing, Online Marketing
Education
University of Kentucky 2009 — 2012
Bachelors of Business Administration, Marketing
Bluegrass Community and Technical College 2007 — 2009
Associates, Arts and Sciences
CordiaGrad February 2015 - Present
WealthForge April 2014 - February 2015
Aquent December 2012 - August 2013
Cornett-Integrated Marketing Solutions August 2010 - December 2010
Mindshare LLC June 2010 - July 2010
University of Kentucky January 2010 - May 2010
Skills
Adobe Creative Suite, Microsoft Certified..., Advertising Research, Marketing Research, Retail Sales, Creative Marketer, Web Services, Web Content, Recruiting, Advertising, Creative Direction, Event Management, Social Networking, Creative Strategy, Social Media Marketing, Social Media, Art Direction, Customer Service, Integrated Marketing, Online Advertising, Brand Development, Email Marketing, Facebook, Copywriting, Sales, Web Design, Marketing, Digital Marketing, Marketing Communications, Digital Strategy, Direct Mail, SEO, Google Analytics, Blogging, Interactive Marketing, Online Marketing
Education
University of Kentucky 2009 — 2012
Bachelors of Business Administration, Marketing
Bluegrass Community and Technical College 2007 — 2009
Associates, Arts and Sciences
Wes Stein Wes Stein's WealthForge Experience July 2015 - Present
Job Project Manager/Scrum Master at WealthForge
Industry Information Technology and Services
Experience
WealthForge July 2015 - Present
SNL Financial September 2014 - July 2015
Alere, Inc. April 2012 - May 2014
Medical Automation Systems September 2009 - March 2012
Medical Automation Systems June 2006 - August 2009
Medical Automation Systems January 2006 - May 2006
Medical Automation Systems October 2003 - January 2006
Skills
Public Speaking, Information Technology, Informatics, Agile Methodologies, Customer Insight, Marketing, Event Planning, Microsoft Technologies, Product Launch, Product Development, Product Marketing, Product Management, Sales, Cross-functional Team..., Product Lifecycle..., Marketing Management, Medical Devices, Business Intelligence, Leadership, Management, Project Management, Software Development, Strategic Planning
Education
Old Dominion University 2000 — 2001
Bachelor of Science (BS)
Piedmont Virginia Community College 1999 — 2001
Associate of Science (A.S.)
WMHS
WealthForge July 2015 - Present
SNL Financial September 2014 - July 2015
Alere, Inc. April 2012 - May 2014
Medical Automation Systems September 2009 - March 2012
Medical Automation Systems June 2006 - August 2009
Medical Automation Systems January 2006 - May 2006
Medical Automation Systems October 2003 - January 2006
Skills
Public Speaking, Information Technology, Informatics, Agile Methodologies, Customer Insight, Marketing, Event Planning, Microsoft Technologies, Product Launch, Product Development, Product Marketing, Product Management, Sales, Cross-functional Team..., Product Lifecycle..., Marketing Management, Medical Devices, Business Intelligence, Leadership, Management, Project Management, Software Development, Strategic Planning
Education
Old Dominion University 2000 — 2001
Bachelor of Science (BS)
Piedmont Virginia Community College 1999 — 2001
Associate of Science (A.S.)
WMHS
Gray Gilchrist Gray Gilchrist's WealthForge Experience July 2015 - Present
Job Business Development Analyst at WealthForge
Industry International Affairs
Experience
WealthForge July 2015 - Present
Colliers International Richmond & Norfolk August 2014 - Present
Ferguson Enterprises June 2011 - August 2014
Hampden-Sydney Volunteer Fire Department October 2010 - January 2012
Roanoke City Emergency Management Department June 2010 - August 2010
Skills
Customer Service, Microsoft Office, Sales, Marketing, Account Management, Public Speaking, Management, PowerPoint, Leadership, Microsoft Excel, Corporate Real Estate, Business Networking, Higher Education, Argus Modeling
Education
Virginia Commonwealth University 2015 — 2017
Graduate Certificate, Real Estate
Hampden-Sydney College 2007 — 2011
Major: Foreign Affairs. Minors: International Studies & National Security Studies
University of Cape Town 2010 — 2010
North Cross High School 2004 — 2007
WealthForge July 2015 - Present
Colliers International Richmond & Norfolk August 2014 - Present
Ferguson Enterprises June 2011 - August 2014
Hampden-Sydney Volunteer Fire Department October 2010 - January 2012
Roanoke City Emergency Management Department June 2010 - August 2010
Skills
Customer Service, Microsoft Office, Sales, Marketing, Account Management, Public Speaking, Management, PowerPoint, Leadership, Microsoft Excel, Corporate Real Estate, Business Networking, Higher Education, Argus Modeling
Education
Virginia Commonwealth University 2015 — 2017
Graduate Certificate, Real Estate
Hampden-Sydney College 2007 — 2011
Major: Foreign Affairs. Minors: International Studies & National Security Studies
University of Cape Town 2010 — 2010
North Cross High School 2004 — 2007
Brittany Burns's WealthForge Experience February 2015 - Present
Job Legal Intern at WealthForge
Industry Public Relations and Communications
Experience
WealthForge February 2015 - Present
University of Richmond August 2013 - Present
United States District Court for the Eastern District of Virginia May 2014 - August 2014
Rhudy & Co. Communications and Marketing Inc. August 2011 - August 2013
U.S. Senator Mark Warner May 2011 - August 2011
Chesapeake Regional Medical Center May 2011 - August 2011
Virginia21 2009 - May 2011
Skills
Social Media, Internal Communications, Grassroots Lobbying, Constituent..., Internal & External..., Running, Text Editing, Copy Editing, Social Media Marketing, Grassroots Organizing, Grassroots Marketing, Grassroots Communication, Community Outreach, Editing
Education
University of Richmond School of Law 2013 — 2016
Juris Doctor (J.D.)
Old Dominion University 2007 — 2011
Bachelor of Arts (B.A.), Communication, General
WealthForge February 2015 - Present
University of Richmond August 2013 - Present
United States District Court for the Eastern District of Virginia May 2014 - August 2014
Rhudy & Co. Communications and Marketing Inc. August 2011 - August 2013
U.S. Senator Mark Warner May 2011 - August 2011
Chesapeake Regional Medical Center May 2011 - August 2011
Virginia21 2009 - May 2011
Skills
Social Media, Internal Communications, Grassroots Lobbying, Constituent..., Internal & External..., Running, Text Editing, Copy Editing, Social Media Marketing, Grassroots Organizing, Grassroots Marketing, Grassroots Communication, Community Outreach, Editing
Education
University of Richmond School of Law 2013 — 2016
Juris Doctor (J.D.)
Old Dominion University 2007 — 2011
Bachelor of Arts (B.A.), Communication, General
Jeff Armant's WealthForge Experience January 2015 - July 2015
Job Senior Account Manager at Applied Computer Solutions
Industry Information Technology and Services
Experience
Applied Computer Solutions June 2015 - Present
WealthForge January 2015 - July 2015
Cogentys November 2008 - January 2015
Associates Purchasing 1998 - 2008
Electronic Data Systems September 1996 - September 1998
Skills
Leadership Development, Organizational..., Instructional Design, Learning Management..., E-Learning, Learning Management, Strategic Planning, Start-ups, Program Management, Leadership, Training, Executive Coaching, Talent Management, Performance Management, Project Planning, Consulting, Staff Development, Strategy, Workshop Facilitation, Entrepreneurship, Project Management, Sales, Start-up, Business Development
Education
University of Phoenix
Bachelors, Business Administration, 3.76 GPA
Applied Computer Solutions June 2015 - Present
WealthForge January 2015 - July 2015
Cogentys November 2008 - January 2015
Associates Purchasing 1998 - 2008
Electronic Data Systems September 1996 - September 1998
Skills
Leadership Development, Organizational..., Instructional Design, Learning Management..., E-Learning, Learning Management, Strategic Planning, Start-ups, Program Management, Leadership, Training, Executive Coaching, Talent Management, Performance Management, Project Planning, Consulting, Staff Development, Strategy, Workshop Facilitation, Entrepreneurship, Project Management, Sales, Start-up, Business Development
Education
University of Phoenix
Bachelors, Business Administration, 3.76 GPA
Christian Embrey's WealthForge Experience June 2015 - August 2015
Job Senior at James Madison University
Industry Research
Experience
James Madison University August 2012 - Present
WealthForge June 2015 - August 2015
WealthForge May 2014 - August 2014
James Madison University August 2013 - May 2014
Clearwater Pools and Spas April 2010 - August 2013
QubicaAMF June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Leadership, Team Leadership, Facebook, Access, Social Networking, Time Management, Outlook, Data Entry, Critical Thinking
Education
James Madison University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Economics
James Madison University August 2012 - Present
WealthForge June 2015 - August 2015
WealthForge May 2014 - August 2014
James Madison University August 2013 - May 2014
Clearwater Pools and Spas April 2010 - August 2013
QubicaAMF June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Leadership, Team Leadership, Facebook, Access, Social Networking, Time Management, Outlook, Data Entry, Critical Thinking
Education
James Madison University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Economics
David Cano David Cano's WealthForge Experience September 2013 - June 2014
Job Solutions Architect at Synaptic Advisory Partners
Industry Information Technology and Services
Experience
Synaptic Advisory Partners December 2014 - Present
MobileQnect LLC December 2013 - Present
MoneyGuidePro (PIEtech, Inc.) July 2014 - November 2014
WealthForge September 2013 - June 2014
Fulcrum Collaborations LLC June 2011 - November 2013
Affinion Group April 2009 - June 2011
Affinion Loyalty Group January 2007 - April 2009
Core Consulting August 2005 - December 2006
Core Consulting December 2003 - July 2005
Experis November 2003 - November 2003
Skills
Performance Tuning, Java Enterprise Edition, Agile Methodologies, SDLC, Software Project..., Software Development, Databases, PL/SQL, Business Analysis, ITIL, Java, Testing, Enterprise Software, SaaS, Oracle, .NET, Microsoft SQL Server, Business Intelligence, Weblogic, Architectures, C#, Subversion, DB2, VB.NET, Linux, Tomcat, Enterprise Architecture, SOA, Web Services, SQL, XML, Software Design, Integration, WebLogic
Education
University of Richmond 2003 — 2017
Management of Information Systems
Strayer University 2002 — 2002
Information Technology
J. Sargeant Reynolds Community College 1997 — 1999
Information Technology
Synaptic Advisory Partners December 2014 - Present
MobileQnect LLC December 2013 - Present
MoneyGuidePro (PIEtech, Inc.) July 2014 - November 2014
WealthForge September 2013 - June 2014
Fulcrum Collaborations LLC June 2011 - November 2013
Affinion Group April 2009 - June 2011
Affinion Loyalty Group January 2007 - April 2009
Core Consulting August 2005 - December 2006
Core Consulting December 2003 - July 2005
Experis November 2003 - November 2003
Skills
Performance Tuning, Java Enterprise Edition, Agile Methodologies, SDLC, Software Project..., Software Development, Databases, PL/SQL, Business Analysis, ITIL, Java, Testing, Enterprise Software, SaaS, Oracle, .NET, Microsoft SQL Server, Business Intelligence, Weblogic, Architectures, C#, Subversion, DB2, VB.NET, Linux, Tomcat, Enterprise Architecture, SOA, Web Services, SQL, XML, Software Design, Integration, WebLogic
Education
University of Richmond 2003 — 2017
Management of Information Systems
Strayer University 2002 — 2002
Information Technology
J. Sargeant Reynolds Community College 1997 — 1999
Information Technology
Chris Rohde's WealthForge Experience September 2015 - Present
Job Legal Associate, Compliance at WealthForge
Industry Law Practice
Experience
WealthForge September 2015 - Present
WealthForge May 2014 - October 2014
Architectural Graphics, Inc July 2013 - August 2013
University of Richmond May 2013 - July 2013
Architectural Graphics, Inc May 2012 - August 2012
Architectural Graphics, Inc May 2011 - August 2011
Skills
Research, Legal Writing, Corporate Law, Contract Negotiation, Legal Research, Editing, Corporate Governance, FCPA, Private Equity, Public Speaking, Microsoft Office, PowerPoint, Nonprofits, Contract Management, Microsoft Word, Event Planning, Non-profits
Education
University of Richmond School of Law 2012 — 2015
Juris Doctor (J.D.)
Virginia Tech 2008 — 2012
Bachelor of Arts (B.A.), History
WealthForge September 2015 - Present
WealthForge May 2014 - October 2014
Architectural Graphics, Inc July 2013 - August 2013
University of Richmond May 2013 - July 2013
Architectural Graphics, Inc May 2012 - August 2012
Architectural Graphics, Inc May 2011 - August 2011
Skills
Research, Legal Writing, Corporate Law, Contract Negotiation, Legal Research, Editing, Corporate Governance, FCPA, Private Equity, Public Speaking, Microsoft Office, PowerPoint, Nonprofits, Contract Management, Microsoft Word, Event Planning, Non-profits
Education
University of Richmond School of Law 2012 — 2015
Juris Doctor (J.D.)
Virginia Tech 2008 — 2012
Bachelor of Arts (B.A.), History
Pamela Strisofsky Pamela Strisofsky's WealthForge Experience August 2015 - Present
Job Professional Trustee & Executive Advisor to WealthForge
Industry Financial Services
Experience
WealthForge August 2015 - Present
Full Circle Capital 2014 - Present
Avalon Bemused 2012 - Present
WealthForge August 2014 - August 2015
Endowment Capital Group 2012 - 2013
TL Ventures 1997 - 2012
Subs of the Philadelphia Stock Exchange (Phil. Depository Trust Co. & Stock Clearing Corp of Phil.) 1992 - 1997
Education
The Ohio State University
BS, Finance and International Business
WealthForge August 2015 - Present
Full Circle Capital 2014 - Present
Avalon Bemused 2012 - Present
WealthForge August 2014 - August 2015
Endowment Capital Group 2012 - 2013
TL Ventures 1997 - 2012
Subs of the Philadelphia Stock Exchange (Phil. Depository Trust Co. & Stock Clearing Corp of Phil.) 1992 - 1997
Education
The Ohio State University
BS, Finance and International Business
Michael Mikelic, CCIM Michael Mikelic, CCIM's WealthForge Experience June 2015 - Present
Job Fund Manager / Managing Principal at King Penguin Opportunty Fund III LLC
Industry Real Estate
Experience
King Penguin Opportunty Fund III LLC June 2015 - Present
WealthForge June 2015 - Present
King Penguin Opportunity Fund II LLC May 2013 - Present
KPP Management LLC June 2013 - Present
King Penguin Opportunity Fund LLC September 2009 - Present
King Penguin Properties, LLC January 1998 - Present
Millford Realty LLC January 2015 - Present
Millford Construction LLC January 2015 - Present
Sal. Oppenheim jr. & Cie S.C.A. Luxembourg 2006 - 2009
Skills
Brokerage, Investments, Real Estate, Property Management, Apartments, Real Estate Transactions, Real Estate Economics, Sellers, Disposition
Education
University of Michigan 1995 — 1997
BA, Economics, Accounting
Oberlin College 1993 — 1995
Economics
King Penguin Opportunty Fund III LLC June 2015 - Present
WealthForge June 2015 - Present
King Penguin Opportunity Fund II LLC May 2013 - Present
KPP Management LLC June 2013 - Present
King Penguin Opportunity Fund LLC September 2009 - Present
King Penguin Properties, LLC January 1998 - Present
Millford Realty LLC January 2015 - Present
Millford Construction LLC January 2015 - Present
Sal. Oppenheim jr. & Cie S.C.A. Luxembourg 2006 - 2009
Skills
Brokerage, Investments, Real Estate, Property Management, Apartments, Real Estate Transactions, Real Estate Economics, Sellers, Disposition
Education
University of Michigan 1995 — 1997
BA, Economics, Accounting
Oberlin College 1993 — 1995
Economics
Jennifer Wuebker's WealthForge Experience August 2014 - August 2015
Job Law Clerk at United States Bankruptcy Court, Western District of Texas
Industry Law Practice
Experience
United States Bankruptcy Court, Western District of Texas August 2015 - Present
WealthForge August 2014 - August 2015
University of Richmond, Robins School of Business June 2013 - August 2015
University of Richmond School of Law August 2012 - May 2015
Professor Erickson, University of Richmond July 2014 - September 2014
Taxing Authority Consulting Services, P.C. May 2014 - August 2014
Professor Epstein, University of Richmond March 2014 - June 2014
United States Bankruptcy Court, Eastern District of Virginia January 2014 - May 2014
Professor Spalding, University of Richmond June 2013 - March 2014
New York Deli July 2011 - 2014
Skills
Research, Legal Writing, Legal Research, Oral Advocacy, Event Planning, Social Media, Public Speaking, Editing, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Management, French, Press Releases
Education
University of Richmond - Robins School of Business 2014 — 2015
Master of Business Administration (M.B.A.)
University of Richmond School of Law 2012 — 2015
Juris Doctor (J.D.)
University of Richmond 2007 — 2011
Bachelor’s Degree, Political Science and International Relations; Africa (French minor)
United States Bankruptcy Court, Western District of Texas August 2015 - Present
WealthForge August 2014 - August 2015
University of Richmond, Robins School of Business June 2013 - August 2015
University of Richmond School of Law August 2012 - May 2015
Professor Erickson, University of Richmond July 2014 - September 2014
Taxing Authority Consulting Services, P.C. May 2014 - August 2014
Professor Epstein, University of Richmond March 2014 - June 2014
United States Bankruptcy Court, Eastern District of Virginia January 2014 - May 2014
Professor Spalding, University of Richmond June 2013 - March 2014
New York Deli July 2011 - 2014
Skills
Research, Legal Writing, Legal Research, Oral Advocacy, Event Planning, Social Media, Public Speaking, Editing, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Management, French, Press Releases
Education
University of Richmond - Robins School of Business 2014 — 2015
Master of Business Administration (M.B.A.)
University of Richmond School of Law 2012 — 2015
Juris Doctor (J.D.)
University of Richmond 2007 — 2011
Bachelor’s Degree, Political Science and International Relations; Africa (French minor)
Matt Brookman Matt Brookman's WealthForge Experience February 2014 - April 2014
Job Incoming Wealth Management Rotational Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley June 2015 - August 2015
Neuberger Berman June 2014 - August 2014
WealthForge February 2014 - April 2014
Gold Bullion International June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - July 2012
Skills
Teamwork, PowerPoint, Research, Management, Microsoft Word, Data Analysis, Finance, Microsoft Excel, Financial Analysis, Photoshop, Investments, Customer Service, Organic Farming
Education
University of Richmond 2012 — 2016
Bachelor of Science, Business Administration, Finance and Accounting Concentrations
Queen Mary, U. of London 2014 — 2014
Business and History
Gill St. Bernard's School 2008 — 2012
Morgan Stanley September 2015 - Present
Morgan Stanley June 2015 - August 2015
Neuberger Berman June 2014 - August 2014
WealthForge February 2014 - April 2014
Gold Bullion International June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - July 2012
Skills
Teamwork, PowerPoint, Research, Management, Microsoft Word, Data Analysis, Finance, Microsoft Excel, Financial Analysis, Photoshop, Investments, Customer Service, Organic Farming
Education
University of Richmond 2012 — 2016
Bachelor of Science, Business Administration, Finance and Accounting Concentrations
Queen Mary, U. of London 2014 — 2014
Business and History
Gill St. Bernard's School 2008 — 2012
George E. Moore IV George E. Moore IV's WealthForge Experience February 2015 - August 2015
Job Client Integrations Analyst at WealthForge
Industry Investment Banking
Experience
WealthForge February 2015 - August 2015
WealthForge August 2014 - February 2015
Wall Street Oasis October 2014 - January 2015
Wall Street Oasis August 2014 - December 2014
Longwood University May 2014 - December 2014
Longwood University June 2014 - August 2014
Longwood University May 2014 - August 2014
Lancer Student Investment Fund February 2013 - May 2014
Course Hero, Inc. January 2014 - March 2014
Longwood University: Office of First Year and Family Programs February 2013 - March 2014
Skills
Leadership, Time Management, PowerPoint, Team Leadership, Management, Microsoft Office, Teamwork, People Skills, Microsoft Excel, Responsibility, Finance, Analysis, Research, Microsoft Word, Social Networking, Critical Thinking, Accountability, Data Analysis, Access, Coaching, Event Planning, Public Speaking, Training, Life Insurance, Disability Insurance, Networking, Facebook, Team-oriented, Fundraising, Data Entry, Community Outreach, Higher Education, Sales, Statistics, Wealth Management, Financial Risk..., Financial Analysis, Strategic Financial..., Financial Markets, International Economics, Team Building, Salesforce.com, Social Media, Due Diligence, Investment Banking
Education
Longwood University 2010 — 2014
Bachelor of Science in Business Administration, Finance; Minor in Economics
American Institute of Spanish Studies
Study Abroad
WealthForge February 2015 - August 2015
WealthForge August 2014 - February 2015
Wall Street Oasis October 2014 - January 2015
Wall Street Oasis August 2014 - December 2014
Longwood University May 2014 - December 2014
Longwood University June 2014 - August 2014
Longwood University May 2014 - August 2014
Lancer Student Investment Fund February 2013 - May 2014
Course Hero, Inc. January 2014 - March 2014
Longwood University: Office of First Year and Family Programs February 2013 - March 2014
Skills
Leadership, Time Management, PowerPoint, Team Leadership, Management, Microsoft Office, Teamwork, People Skills, Microsoft Excel, Responsibility, Finance, Analysis, Research, Microsoft Word, Social Networking, Critical Thinking, Accountability, Data Analysis, Access, Coaching, Event Planning, Public Speaking, Training, Life Insurance, Disability Insurance, Networking, Facebook, Team-oriented, Fundraising, Data Entry, Community Outreach, Higher Education, Sales, Statistics, Wealth Management, Financial Risk..., Financial Analysis, Strategic Financial..., Financial Markets, International Economics, Team Building, Salesforce.com, Social Media, Due Diligence, Investment Banking
Education
Longwood University 2010 — 2014
Bachelor of Science in Business Administration, Finance; Minor in Economics
American Institute of Spanish Studies
Study Abroad
Conner Trebour's WealthForge Experience May 2015 - Present
Job Business Development Analyst at WealthForge
Industry Financial Services
Experience
WealthForge May 2015 - Present
LCM, LLC September 2013 - Present
Christopher Newport University May 2014 - May 2015
Christopher Newport University March 2013 - May 2015
Skills
Microsoft Excel, Microsoft Word, Audio Visual Support, Team Building, Event Planning, Public Speaking, Social Networking, PowerPoint, Facebook, Social Media, Leadership, Microsoft Office, Event Management, Data Entry, Customer Service, Time Management, Teamwork, Fundraising, Management, Higher Education
Education
Christopher Newport University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Business Management
Trinity Episcopal School 2007 — 2011
WealthForge May 2015 - Present
LCM, LLC September 2013 - Present
Christopher Newport University May 2014 - May 2015
Christopher Newport University March 2013 - May 2015
Skills
Microsoft Excel, Microsoft Word, Audio Visual Support, Team Building, Event Planning, Public Speaking, Social Networking, PowerPoint, Facebook, Social Media, Leadership, Microsoft Office, Event Management, Data Entry, Customer Service, Time Management, Teamwork, Fundraising, Management, Higher Education
Education
Christopher Newport University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Business Management
Trinity Episcopal School 2007 — 2011
Hayden Novikoff Hayden Novikoff's WealthForge Experience May 2015 - Present
Job Private Placement Analyst at WealthForge
Industry Financial Services
Experience
WealthForge May 2015 - Present
Stifel Financial Corp. August 2014 - March 2015
Stifel Financial Corp. June 2013 - August 2013
KBW June 2012 - June 2012
Orienta Beach Club June 2011 - August 2011
Kappa Sigma Fraternity March 2011 - May 2011
Orienta Beach Club June 2009 - August 2009
Skills
Spreadsheets, Microsoft Word, Bloomberg, Corporate Finance, Investment Banking, Investments, Social Media, Valuation, Management, Equities, Microsoft Excel
Education
University of Richmond - Robins School of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance and Accounting Concentrations, Rising Senior
Mamaroneck High School 2006 — 2010
WealthForge May 2015 - Present
Stifel Financial Corp. August 2014 - March 2015
Stifel Financial Corp. June 2013 - August 2013
KBW June 2012 - June 2012
Orienta Beach Club June 2011 - August 2011
Kappa Sigma Fraternity March 2011 - May 2011
Orienta Beach Club June 2009 - August 2009
Skills
Spreadsheets, Microsoft Word, Bloomberg, Corporate Finance, Investment Banking, Investments, Social Media, Valuation, Management, Equities, Microsoft Excel
Education
University of Richmond - Robins School of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance and Accounting Concentrations, Rising Senior
Mamaroneck High School 2006 — 2010
Diana Alderbashi Diana Alderbashi's WealthForge Experience August 2014 - Present
Job Risk Analyst at WealthForge
Industry Financial Services
Experience
WealthForge August 2014 - Present
Office of International Education, University of Richmond September 2010 - May 2014
Arab Banking Corporation (ABC) August 2013 - August 2013
Al-Baha Engineering Consultants May 2013 - July 2013
Interpol Conference April 2012 - April 2012
Esperanza International, Dominican Republic November 2011 - April 2012
SEEDS Project, West Virginia March 2012 - March 2012
Care Corner Orphanage Foundation March 2010 - March 2010
THIMUN January 2010 - January 2010
Grace Heaven Cooking September 2008 - May 2009
Skills
Fundraising, Teaching, English, PowerPoint, Microsoft Office, Microsoft Excel, Research, Social Media, Access, Microsoft Word, Data Analysis, Economics, Event Planning, Customer Service, SPSS, SAS, GIS, Russian, Arabic, Statistics, Analysis, Higher Education, Critical Thinking, Editing
Education
University of Richmond 2010 — 2014
Bachelor of Science, Business Administration; Finance
University of Richmond 2010 — 2014
Bachelor of Arts (BA), Environmental Studies
United World College of South East Asia 2008 — 2010
International Baccalaureate (IB) Diploma
WealthForge August 2014 - Present
Office of International Education, University of Richmond September 2010 - May 2014
Arab Banking Corporation (ABC) August 2013 - August 2013
Al-Baha Engineering Consultants May 2013 - July 2013
Interpol Conference April 2012 - April 2012
Esperanza International, Dominican Republic November 2011 - April 2012
SEEDS Project, West Virginia March 2012 - March 2012
Care Corner Orphanage Foundation March 2010 - March 2010
THIMUN January 2010 - January 2010
Grace Heaven Cooking September 2008 - May 2009
Skills
Fundraising, Teaching, English, PowerPoint, Microsoft Office, Microsoft Excel, Research, Social Media, Access, Microsoft Word, Data Analysis, Economics, Event Planning, Customer Service, SPSS, SAS, GIS, Russian, Arabic, Statistics, Analysis, Higher Education, Critical Thinking, Editing
Education
University of Richmond 2010 — 2014
Bachelor of Science, Business Administration; Finance
University of Richmond 2010 — 2014
Bachelor of Arts (BA), Environmental Studies
United World College of South East Asia 2008 — 2010
International Baccalaureate (IB) Diploma
Cody Martin Cody Martin's WealthForge Experience April 2014 - Present
Job Java Developer at WealthForge
Industry Computer Software
Experience
WealthForge April 2014 - Present
Skills
Java, SQL, C++, Linux, HTML, PostgreSQL, Atlassian JIRA, Eclipse, MySQL, Agile Methodologies, Software Development
Education
James Madison University 2011 — 2013
Bachelor of Science (B.S.), Computer Science
J Sargeant Reynolds Community College 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Computer Science
WealthForge April 2014 - Present
Skills
Java, SQL, C++, Linux, HTML, PostgreSQL, Atlassian JIRA, Eclipse, MySQL, Agile Methodologies, Software Development
Education
James Madison University 2011 — 2013
Bachelor of Science (B.S.), Computer Science
J Sargeant Reynolds Community College 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Computer Science
Alexander Gaudette Alexander Gaudette's WealthForge Experience 2014 - Present
Job Front End Developer
Industry Graphic Design
Experience
WealthForge 2014 - Present
Synergy Systems Inc 2011 - Present
Colortree Group, Inc. November 2009 - June 2010
White Hawk Music Cafe April 2008 - April 2009
Page Stationery February 2008 - July 2008
Skills
Adobe Creative Suite, Graphic Design, Layout, CSS, Pre-press, Illustrator, Dreamweaver, Brochures, InDesign, Flash, LESS, HTML, Photoshop, CSS3, HTML5, jQuery, Mootools, Eclipse, Blender, Direct Mail, pgAdmin, Tortoise SVN, Microsoft Excel, iReport, Joomla, SnagIt, Microsoft Word, Jasper Reports, Powerpoint, Logo Design, Interpersonal Skill, Diplomacy, Image Editing, Human Computer...
Education
J Sargeant Reynolds Community College
WealthForge 2014 - Present
Synergy Systems Inc 2011 - Present
Colortree Group, Inc. November 2009 - June 2010
White Hawk Music Cafe April 2008 - April 2009
Page Stationery February 2008 - July 2008
Skills
Adobe Creative Suite, Graphic Design, Layout, CSS, Pre-press, Illustrator, Dreamweaver, Brochures, InDesign, Flash, LESS, HTML, Photoshop, CSS3, HTML5, jQuery, Mootools, Eclipse, Blender, Direct Mail, pgAdmin, Tortoise SVN, Microsoft Excel, iReport, Joomla, SnagIt, Microsoft Word, Jasper Reports, Powerpoint, Logo Design, Interpersonal Skill, Diplomacy, Image Editing, Human Computer...
Education
J Sargeant Reynolds Community College
Jack Hughes Jack Hughes's WealthForge Experience July 2014 - Present
Job Senior Advisor at WealthForge
Industry Financial Services
Experience
WealthForge July 2014 - Present
Capital Market Solutions March 2013 - Present
JP Hughes Consulting LLC June 2008 - Present
WealthForge LLC 2014 - 2015
WealthForge LLC 2014 - 2015
BA Securities March 2012 - March 2013
ILLUSTRO TRADING February 2010 - February 2012
Compass Point Research & Trading October 2008 - June 2009
Janney Montgomery Scott April 1990 - May 2008
WH Newbold 1976 - 1990
Skills
FINRA Series..., Series 7, Capital Markets, Securities, FINRA, Trading, Options, Trading Systems, Equities, Financial Markets, Asset Management, Investment Advisory, FINRA Arbitrator, Asset Managment, Due Diligence, Hedge Funds, Portfolio Management, Financial Advisory, Investment Banking, Mergers, Banking, Investments, Mergers & Acquisitions, Series 63, Corporate Finance, Mutual Funds, Bonds, ETFs, Alternative Investments, Relationship Management, Risk Management, Equity Trading, Strategic Financial..., Private Equity, Valuation, Wealth Management, Financial Services, Investment Management, Derivatives, Equity Derivatives, Retirement Planning, Proprietary Trading, Financial Modeling, Investment Strategies, Asset Allocation, Series 24, Wealth Management..., Electronic Trading, Bloomberg, Wealth
Education
Saint Joseph's University - Erivan K. Haub School of Business 1969 — 1976
Business Administration
WealthForge July 2014 - Present
Capital Market Solutions March 2013 - Present
JP Hughes Consulting LLC June 2008 - Present
WealthForge LLC 2014 - 2015
WealthForge LLC 2014 - 2015
BA Securities March 2012 - March 2013
ILLUSTRO TRADING February 2010 - February 2012
Compass Point Research & Trading October 2008 - June 2009
Janney Montgomery Scott April 1990 - May 2008
WH Newbold 1976 - 1990
Skills
FINRA Series..., Series 7, Capital Markets, Securities, FINRA, Trading, Options, Trading Systems, Equities, Financial Markets, Asset Management, Investment Advisory, FINRA Arbitrator, Asset Managment, Due Diligence, Hedge Funds, Portfolio Management, Financial Advisory, Investment Banking, Mergers, Banking, Investments, Mergers & Acquisitions, Series 63, Corporate Finance, Mutual Funds, Bonds, ETFs, Alternative Investments, Relationship Management, Risk Management, Equity Trading, Strategic Financial..., Private Equity, Valuation, Wealth Management, Financial Services, Investment Management, Derivatives, Equity Derivatives, Retirement Planning, Proprietary Trading, Financial Modeling, Investment Strategies, Asset Allocation, Series 24, Wealth Management..., Electronic Trading, Bloomberg, Wealth
Education
Saint Joseph's University - Erivan K. Haub School of Business 1969 — 1976
Business Administration
Remy Griggs Remy Griggs's WealthForge Experience August 2014 - September 2015
Job Investment Banking Analyst at Société Générale
Industry Investment Banking
Experience
Société Générale September 2015 - Present
WealthForge August 2014 - September 2015
Kastle Systems June 2013 - August 2013
Kaufman Borgeest & Ryan LLP June 2011 - August 2011
Education
University of Richmond 2010 — 2014
Bachelor of Science (BS), Business Administration; Finance
Universidad Carlos III de Madrid
Study Abroad
Société Générale September 2015 - Present
WealthForge August 2014 - September 2015
Kastle Systems June 2013 - August 2013
Kaufman Borgeest & Ryan LLP June 2011 - August 2011
Education
University of Richmond 2010 — 2014
Bachelor of Science (BS), Business Administration; Finance
Universidad Carlos III de Madrid
Study Abroad
Kyle Engelken's WealthForge Experience November 2014 - Present
Job Online Private Placements Specialist
Industry Investment Banking
Experience
WealthForge November 2014 - Present
WealthForge Holdings, Inc. May 2014 - October 2014
People Helping People Global January 2013 - July 2013
Cambridge Associates June 2011 - December 2012
Cambridge Associates December 2009 - June 2011
Cambridge Associates September 2008 - December 2009
Keiter Stephens February 2006 - August 2007
Skills
Agriculture, Due Diligence, Private Investment, Alternative Investments, Financial Modeling, Private Equity, Asset Allocation, Portfolio Management, Equities, Bloomberg, Financial Analysis, Asset Managment, Capital Markets, Fixed Income, Investments, Financial Literacy..., Finance, International..., Poverty Reduction, Analysis, Microfinance, Business Analysis, Microsoft Excel, Loan Portfolio Analysis, Asset Management, Negotiation, Program Management, Microsoft Office
Education
The College of William and Mary - The Mason School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Richmond - Robins School of Business 2004 — 2008
BSBA, Accounting, Finance - Minor in Spanish
Universidad de Deusto 2006 — 2006
Business Study Abroad Program
WealthForge November 2014 - Present
WealthForge Holdings, Inc. May 2014 - October 2014
People Helping People Global January 2013 - July 2013
Cambridge Associates June 2011 - December 2012
Cambridge Associates December 2009 - June 2011
Cambridge Associates September 2008 - December 2009
Keiter Stephens February 2006 - August 2007
Skills
Agriculture, Due Diligence, Private Investment, Alternative Investments, Financial Modeling, Private Equity, Asset Allocation, Portfolio Management, Equities, Bloomberg, Financial Analysis, Asset Managment, Capital Markets, Fixed Income, Investments, Financial Literacy..., Finance, International..., Poverty Reduction, Analysis, Microfinance, Business Analysis, Microsoft Excel, Loan Portfolio Analysis, Asset Management, Negotiation, Program Management, Microsoft Office
Education
The College of William and Mary - The Mason School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Richmond - Robins School of Business 2004 — 2008
BSBA, Accounting, Finance - Minor in Spanish
Universidad de Deusto 2006 — 2006
Business Study Abroad Program
Eric Tolbert's WealthForge Experience March 2012 - Present
Job Chief Financial Officer at Hoover & Strong, Inc.
Industry Executive Office
Experience
Hoover & Strong, Inc. July 2012 - Present
WealthForge March 2012 - Present
EDS Capital, LLC March 2012 - Present
Virginia Credit Union April 2013 - Present
Education
Virginia Commonwealth University 1992 — 1995
MBA
University of Richmond - Robins School of Business 1986 — 1990
BS
Hoover & Strong, Inc. July 2012 - Present
WealthForge March 2012 - Present
EDS Capital, LLC March 2012 - Present
Virginia Credit Union April 2013 - Present
Education
Virginia Commonwealth University 1992 — 1995
MBA
University of Richmond - Robins School of Business 1986 — 1990
BS
Corey Nolen's WealthForge Experience January 2015 - Present
Job Operations Manager at WealthForge | MBA 2015
Industry Market Research
Experience
WealthForge January 2015 - Present
College of William and Mary August 2014 - Present
Allianz Global Assistance June 2014 - August 2014
Brown Greer August 2010 - August 2013
Skills
Financial Analysis, Investments, Strategy, Management
Education
The College of William and Mary - The Mason School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Richmond - Robins School of Business 2006 — 2010
Bachelor of Science in Business Administration, Economics
WealthForge January 2015 - Present
College of William and Mary August 2014 - Present
Allianz Global Assistance June 2014 - August 2014
Brown Greer August 2010 - August 2013
Skills
Financial Analysis, Investments, Strategy, Management
Education
The College of William and Mary - The Mason School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Richmond - Robins School of Business 2006 — 2010
Bachelor of Science in Business Administration, Economics
Timothy Boykin's WealthForge Experience October 2014 - Present
Job Corporate Counsel at WealthForge
Industry Venture Capital & Private Equity
Experience
WealthForge October 2014 - Present
Vandeventer Black LLP 2012 - 2014
Skills
Legal Writing, Legal Research, Civil Litigation, Westlaw, Corporate Law, Trials, Bankruptcy, Intellectual Property, Courts, Real Estate, Litigation, Commercial Litigation, Legal Assistance, Dispute, Mediation
Education
The College of William and Mary
B.A., Public Policy and History
University of Richmond - Robins School of Business
M.B.A.
University of Richmond School of Law
J.D.
WealthForge October 2014 - Present
Vandeventer Black LLP 2012 - 2014
Skills
Legal Writing, Legal Research, Civil Litigation, Westlaw, Corporate Law, Trials, Bankruptcy, Intellectual Property, Courts, Real Estate, Litigation, Commercial Litigation, Legal Assistance, Dispute, Mediation
Education
The College of William and Mary
B.A., Public Policy and History
University of Richmond - Robins School of Business
M.B.A.
University of Richmond School of Law
J.D.
Chris Markley's WealthForge Experience July 2015 - Present
Job Director of Product at WealthForge
Industry Capital Markets
Experience
WealthForge July 2015 - Present
PwC June 2012 - July 2015
J.P. Morgan July 2008 - June 2012
US Navy June 1999 - June 2005
Skills
Derivatives, Navy, Risk Management, Operational Planning, Security Clearance, Securities, Military
Education
The College of William and Mary 2006 — 2008
Bachelor's, Finance
Tidewater Community College 2005 — 2006
Associate, Business Administration
WealthForge July 2015 - Present
PwC June 2012 - July 2015
J.P. Morgan July 2008 - June 2012
US Navy June 1999 - June 2005
Skills
Derivatives, Navy, Risk Management, Operational Planning, Security Clearance, Securities, Military
Education
The College of William and Mary 2006 — 2008
Bachelor's, Finance
Tidewater Community College 2005 — 2006
Associate, Business Administration
Caitlin Weaver's WealthForge Experience May 2015 - Present
Job Student at The Ohio State University The Max M. Fisher College of Business
Industry
Experience
WealthForge May 2015 - Present
Seoul Metropolitan Government June 2014 - August 2014
Education
The Ohio State University 2011 — 2015
Bachelor’s Degree, Korean Language and Literature
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor’s Degree, International Business
Sogang University 2013 — 2014
Bachelor’s Degree, Korean Studies
WealthForge May 2015 - Present
Seoul Metropolitan Government June 2014 - August 2014
Education
The Ohio State University 2011 — 2015
Bachelor’s Degree, Korean Language and Literature
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor’s Degree, International Business
Sogang University 2013 — 2014
Bachelor’s Degree, Korean Studies