Whitestone Associates LLC
Industry: Management consulting company
DescriptionHeadquarters: United States of America
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Whitestone Associates LLC Employees
Employee
Years
Job
Industry
long pan long pan's Whitestone Associates LLC Experience 2012 - 2013
Job Student at Adelphi University
Industry Investment Management
Experience
Whitestone Associates LLC 2012 - 2013
Merrill Lynch September 2012 - December 2012
Education
Adelphi University 2011 — 2012
Whitestone Associates LLC 2012 - 2013
Merrill Lynch September 2012 - December 2012
Education
Adelphi University 2011 — 2012
Froilan Casimir Froilan Casimir's Whitestone Associates LLC Experience December 2012 - Present
Job Investment Banking, Mergers & Acquisitions, Strategic Advisory, CFA Candidate
Industry Investment Banking
Experience
Long Island Business Institute July 2014 - Present
Whitestone Associates LLC December 2012 - Present
Whitestone Associates LLC January 2012 - December 2012
QSAC February 2007 - June 2012
Merrill Lynch August 2011 - December 2011
Skills
Bloomberg Terminal, Options Strategies, Trading, Investments, Financial Modeling, Financial Analysis, Microsoft Excel, Mergers & Acquisitions, Valuation, Financial Markets, Due Diligence, Finance, Series 7, Equity Research, Entrepreneurship, Private Equity, Mutual Funds, Business Development, Bloomberg, Equities
Education
Adelphi University
Master of Business Administration (MBA), Finance
SUNY College at Old Westbury
Bachelor of Arts (B.A.), Psychology
Wagner College
Psychology
Long Island Business Institute July 2014 - Present
Whitestone Associates LLC December 2012 - Present
Whitestone Associates LLC January 2012 - December 2012
QSAC February 2007 - June 2012
Merrill Lynch August 2011 - December 2011
Skills
Bloomberg Terminal, Options Strategies, Trading, Investments, Financial Modeling, Financial Analysis, Microsoft Excel, Mergers & Acquisitions, Valuation, Financial Markets, Due Diligence, Finance, Series 7, Equity Research, Entrepreneurship, Private Equity, Mutual Funds, Business Development, Bloomberg, Equities
Education
Adelphi University
Master of Business Administration (MBA), Finance
SUNY College at Old Westbury
Bachelor of Arts (B.A.), Psychology
Wagner College
Psychology
Brendan Schelhorn Brendan Schelhorn's Whitestone Associates LLC Experience May 2013 - August 2013
Job Associate Financial Analyst at Henry Schein
Industry
Experience
Henry Schein August 2015 - Present
University of North Carolina at Chapel Hill September 2013 - May 2015
ACE Group June 2014 - August 2014
Whitestone Associates LLC May 2013 - August 2013
United States Attorney's Office, Eastern District of New York May 2012 - August 2012
University of North Carolina at Chapel Hill October 2011 - May 2012
Skills
Microsoft Excel, Economics, Research, Teamwork, Microsoft Word, PowerPoint, Social Media, Analysis, English, Mathematics, Statistics, Microsoft Office, Stata, Matlab
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics
Farmingdale High School 2007 — 2011
Henry Schein August 2015 - Present
University of North Carolina at Chapel Hill September 2013 - May 2015
ACE Group June 2014 - August 2014
Whitestone Associates LLC May 2013 - August 2013
United States Attorney's Office, Eastern District of New York May 2012 - August 2012
University of North Carolina at Chapel Hill October 2011 - May 2012
Skills
Microsoft Excel, Economics, Research, Teamwork, Microsoft Word, PowerPoint, Social Media, Analysis, English, Mathematics, Statistics, Microsoft Office, Stata, Matlab
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics
Farmingdale High School 2007 — 2011
Megan Ingersoll Megan Ingersoll's Whitestone Associates LLC Experience June 2011 - August 2011
Job Senior Account Executive at Prosek Partners
Industry Public Relations and Communications
Experience
Prosek Partners July 2015 - Present
Prosek Partners September 2014 - July 2015
Prosek Partners December 2013 - September 2014
Dukas Public Relations June 2013 - November 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Trinity College - Hartford January 2010 - May 2012
Whitestone Associates LLC June 2011 - August 2011
National Guild for Community Arts Education June 2011 - August 2011
401(k) Advisors September 2008 - June 2009
Skills
Wealth Management..., Company Newsletters, Sales, Writing, Marketing, Event Management, Research Projects, Grant Administration, Educational Fundraising, Non-profit Program..., Fundraising, Nonprofits, Alumni Relations, Business Development, Editing, Media Relations, Research, Gorkana, Factiva, Social Media
Education
Trinity College-Hartford 2009 — 2013
BA, English
University College London, U. of London 2011 — 2011
Affiliate Student, English Language and Literature
Prosek Partners July 2015 - Present
Prosek Partners September 2014 - July 2015
Prosek Partners December 2013 - September 2014
Dukas Public Relations June 2013 - November 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Trinity College - Hartford January 2010 - May 2012
Whitestone Associates LLC June 2011 - August 2011
National Guild for Community Arts Education June 2011 - August 2011
401(k) Advisors September 2008 - June 2009
Skills
Wealth Management..., Company Newsletters, Sales, Writing, Marketing, Event Management, Research Projects, Grant Administration, Educational Fundraising, Non-profit Program..., Fundraising, Nonprofits, Alumni Relations, Business Development, Editing, Media Relations, Research, Gorkana, Factiva, Social Media
Education
Trinity College-Hartford 2009 — 2013
BA, English
University College London, U. of London 2011 — 2011
Affiliate Student, English Language and Literature
Aaron Kumar Aaron Kumar's Whitestone Associates LLC Experience July 2012 - Present
Job MD, MBA
Industry Hospital & Health Care
Experience
Whitestone Associates, LLC July 2012 - Present
CHRISTIE CLINIC- Spine and Pain Management January 2013 - May 2013
The Kola Foundation November 2011 - May 2013
University of Illinois August 2011 - May 2013
Tri-Iva Global Inc. February 2008 - June 2011
St. George's University January 2007 - March 2007
New York Methodist Hospital 2006 - 2007
Memorial Sloan-Kettering Cancer Center 2000 - 2001
SUNY Stony Brook September 1998 - June 2000
Skills
Data Analysis, Research, Strategic Planning, Strategic Consulting, Hospitals, Market Research, Leadership, Business Strategy, Project Management, Healthcare
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2013
MBA
St. Georges University 2001 — 2006
MD
Stony Brook University 1996 — 2000
B.S.
Whitestone Associates, LLC July 2012 - Present
CHRISTIE CLINIC- Spine and Pain Management January 2013 - May 2013
The Kola Foundation November 2011 - May 2013
University of Illinois August 2011 - May 2013
Tri-Iva Global Inc. February 2008 - June 2011
St. George's University January 2007 - March 2007
New York Methodist Hospital 2006 - 2007
Memorial Sloan-Kettering Cancer Center 2000 - 2001
SUNY Stony Brook September 1998 - June 2000
Skills
Data Analysis, Research, Strategic Planning, Strategic Consulting, Hospitals, Market Research, Leadership, Business Strategy, Project Management, Healthcare
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2013
MBA
St. Georges University 2001 — 2006
MD
Stony Brook University 1996 — 2000
B.S.
Salvatore Percival's Whitestone Associates LLC Experience May 2013 - January 2014
Job Senior Account Executive at FareHarbor
Industry Computer Software
Experience
FareHarbor August 2015 - Present
FareHarbor July 2014 - Present
Whitestone Associates LLC May 2013 - January 2014
Thunder Sports June 2010 - September 2011
PALS June 2009 - August 2011
BIBO January 2011 - May 2011
Skills
PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing Research, Qualitative Research, Data Analysis, SPSS, Marketing Communications, Communication Skills, Teamwork, Sales, Research, Marketing Strategy, Entrepreneurship, Communication
Education
Babson College 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Phillips Academy 2009 — 2010
FareHarbor August 2015 - Present
FareHarbor July 2014 - Present
Whitestone Associates LLC May 2013 - January 2014
Thunder Sports June 2010 - September 2011
PALS June 2009 - August 2011
BIBO January 2011 - May 2011
Skills
PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing Research, Qualitative Research, Data Analysis, SPSS, Marketing Communications, Communication Skills, Teamwork, Sales, Research, Marketing Strategy, Entrepreneurship, Communication
Education
Babson College 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Phillips Academy 2009 — 2010
Lynn Copeland Lynn Copeland's Whitestone Associates LLC Experience 1997 - September 1999
Job Therapeutic Foster Parent at KidsPeace
Industry Law Practice
Experience
State of Maine, Notary Public January 2013 - Present
KidsPeace October 2012 - Present
Preti Flaherty March 2005 - Present
L.L.Bean September 2007 - June 2015
American Lung Association of New England Trek Across Maine January 2009 - March 2014
Casey Family Services September 2009 - October 2012
Maine Outdoor Adventure Club March 2010 - March 2011
Norman, Hansen & DeTroy April 2004 - March 2005
County of Suffolk September 1999 - June 2002
Whitestone Associates, LLC 1997 - September 1999
Skills
Legal Writing, Commercial Litigation, Litigation, Civil Litigation, Microsoft Office, Public Speaking, Legal Research, Research, Customer Service, Microsoft Word, Community Outreach, Event Management, Event Planning, Training, PowerPoint, Microsoft Excel, Editing
Education
Suffolk County Community College
Paralegal
State of Maine, Notary Public January 2013 - Present
KidsPeace October 2012 - Present
Preti Flaherty March 2005 - Present
L.L.Bean September 2007 - June 2015
American Lung Association of New England Trek Across Maine January 2009 - March 2014
Casey Family Services September 2009 - October 2012
Maine Outdoor Adventure Club March 2010 - March 2011
Norman, Hansen & DeTroy April 2004 - March 2005
County of Suffolk September 1999 - June 2002
Whitestone Associates, LLC 1997 - September 1999
Skills
Legal Writing, Commercial Litigation, Litigation, Civil Litigation, Microsoft Office, Public Speaking, Legal Research, Research, Customer Service, Microsoft Word, Community Outreach, Event Management, Event Planning, Training, PowerPoint, Microsoft Excel, Editing
Education
Suffolk County Community College
Paralegal
Edward Frederick, MBA Edward Frederick, MBA's Whitestone Associates LLC Experience November 2011 - April 2012
Job Regional Sales Consultant at Catalyst Funds
Industry Financial Services
Experience
Catalyst Funds May 2015 - Present
TD Ameritrade June 2014 - February 2015
TD Ameritrade March 2013 - May 2014
Adelphi University September 2011 - December 2012
Whitestone Associates LLC November 2011 - April 2012
Sportime August 2005 - March 2012
Skills
REIT, Alternative Investments, Microsoft Word, Investments, Telephone Skills, Financial Services, Social Networking, Data Analysis, Microsoft Office, Microsoft Excel, Business Development, Series 7, Asset Allocation, Non-Traded REITS, Leadership, Finance, PowerPoint, Customer Service, Management, Portfolio Management, Marketing, Public Speaking, Deal Sourcing
Education
Adelphi University 2011 — 2012
MBA, Finance, Strong
Adelphi University 2007 — 2011
BBA, Business Administration
Valley Stream North
Valley Stream North
Catalyst Funds May 2015 - Present
TD Ameritrade June 2014 - February 2015
TD Ameritrade March 2013 - May 2014
Adelphi University September 2011 - December 2012
Whitestone Associates LLC November 2011 - April 2012
Sportime August 2005 - March 2012
Skills
REIT, Alternative Investments, Microsoft Word, Investments, Telephone Skills, Financial Services, Social Networking, Data Analysis, Microsoft Office, Microsoft Excel, Business Development, Series 7, Asset Allocation, Non-Traded REITS, Leadership, Finance, PowerPoint, Customer Service, Management, Portfolio Management, Marketing, Public Speaking, Deal Sourcing
Education
Adelphi University 2011 — 2012
MBA, Finance, Strong
Adelphi University 2007 — 2011
BBA, Business Administration
Valley Stream North
Valley Stream North
Bradford Rossi Bradford Rossi's Whitestone Associates LLC Experience August 2010 - October 2011
Job Associate at Kirkland & Ellis LLP
Industry Law Practice
Experience
Kirkland & Ellis LLP July 2013 - Present
United States Army Reserve August 2003 - Present
Shearman & Sterling LLP October 2011 - July 2013
Whitestone Associates, LLC August 2010 - October 2011
U.S. Army Corps of Engineers October 2010 - May 2011
United States Army Reserve November 2007 - January 2010
Shearman & Sterling LLP June 2009 - August 2009
United States Attorney's Office, EDNY January 2009 - May 2009
Skills
National Security, Defense, Army, Military, Government, Security Clearance, Top Secret, Strategic Planning, Securities Regulation, Broker-Dealer, Dodd-Frank, Mergers & Acquisitions, Banking Law, Corporate Law, Financial Institutions, Corporate Finance, Government Contracting, Military Experience, Military Operations, Trials, Litigation, Leadership, Leadership Development, Training, Finance, Operational Planning
Education
New York University School of Law 2007 — 2010
JD, Law
Georgetown University 2001 — 2005
BS, Business Administration
Kirkland & Ellis LLP July 2013 - Present
United States Army Reserve August 2003 - Present
Shearman & Sterling LLP October 2011 - July 2013
Whitestone Associates, LLC August 2010 - October 2011
U.S. Army Corps of Engineers October 2010 - May 2011
United States Army Reserve November 2007 - January 2010
Shearman & Sterling LLP June 2009 - August 2009
United States Attorney's Office, EDNY January 2009 - May 2009
Skills
National Security, Defense, Army, Military, Government, Security Clearance, Top Secret, Strategic Planning, Securities Regulation, Broker-Dealer, Dodd-Frank, Mergers & Acquisitions, Banking Law, Corporate Law, Financial Institutions, Corporate Finance, Government Contracting, Military Experience, Military Operations, Trials, Litigation, Leadership, Leadership Development, Training, Finance, Operational Planning
Education
New York University School of Law 2007 — 2010
JD, Law
Georgetown University 2001 — 2005
BS, Business Administration
Travis Schelhorn's Whitestone Associates LLC Experience May 2013 - September 2013
Job Portfolio Officer at Popular Community Bank
Industry Higher Education
Experience
Popular Community Bank July 2015 - Present
Whitestone Associates LLC May 2013 - September 2013
Skills
Research, PowerPoint, Social Media, Microsoft Word, Higher Education, Facebook, Strategy, Finance, Leadership, Time Management, Analysis
Education
Marquette University 2011 — 2015
The Bachelor of Science in Business Administration, Finance, General
Farmingdale High School 2007 — 2011
Popular Community Bank July 2015 - Present
Whitestone Associates LLC May 2013 - September 2013
Skills
Research, PowerPoint, Social Media, Microsoft Word, Higher Education, Facebook, Strategy, Finance, Leadership, Time Management, Analysis
Education
Marquette University 2011 — 2015
The Bachelor of Science in Business Administration, Finance, General
Farmingdale High School 2007 — 2011
Joseph Cerra's Whitestone Associates LLC Experience July 2008 - August 2010
Job Management Consultant and Entrepreneur
Industry Management Consulting
Experience
Mercy College March 2005 - Present
Whitestone Associates LLC July 2008 - August 2010
Consolidated Edison of New York March 1976 - March 2008
Education
Adelphi University 1984 — 1985
CFP, Financial Planning
Saint John's University 1978 — 1980
MBA, Finance
Baruch College, City University of New York (CUNY) 1971 — 1975
BBA, Accounting
Mercy College March 2005 - Present
Whitestone Associates LLC July 2008 - August 2010
Consolidated Edison of New York March 1976 - March 2008
Education
Adelphi University 1984 — 1985
CFP, Financial Planning
Saint John's University 1978 — 1980
MBA, Finance
Baruch College, City University of New York (CUNY) 1971 — 1975
BBA, Accounting
Vincent Zampelli's Whitestone Associates LLC Experience June 2012 - Present
Job Energy Investment Analyst
Industry Investment Banking
Experience
Whitestone Associates LLC June 2012 - Present
JMU September 2012 - Present
Chistie.com May 2012 - Present
Evo Group May 2012 - August 2012
Luxley and Bernard May 2011 - August 2012
Old Dominion Electric Cooperative January 2012 - June 2012
Environmental Chemistry, James Madison University August 2011 - January 2012
Skills
Renewable Energy, Alternative Energy, Fuel Cells, Business Development, Energy Audits, Team Leadership, Cold Calling, Marketing Strategy, Business Strategy, Exceptional verbal, New Business Development, Independence, Oral & Written..., New Venture Creation, New Business Ventures, Water Treatment, Wastewater Treatment, Energy Efficiency, Wind Energy, Solar Cells, Biotechnology, Personality, EES Energy System, Venture Capital
Education
James Madison University 2009 — 2013
Bachelor of Science, Integrated Science and Technology, Senior
Conrad Weiser High School 2005 — 2009
Diploma, Agriculture Sciences, Senior
Whitestone Associates LLC June 2012 - Present
JMU September 2012 - Present
Chistie.com May 2012 - Present
Evo Group May 2012 - August 2012
Luxley and Bernard May 2011 - August 2012
Old Dominion Electric Cooperative January 2012 - June 2012
Environmental Chemistry, James Madison University August 2011 - January 2012
Skills
Renewable Energy, Alternative Energy, Fuel Cells, Business Development, Energy Audits, Team Leadership, Cold Calling, Marketing Strategy, Business Strategy, Exceptional verbal, New Business Development, Independence, Oral & Written..., New Venture Creation, New Business Ventures, Water Treatment, Wastewater Treatment, Energy Efficiency, Wind Energy, Solar Cells, Biotechnology, Personality, EES Energy System, Venture Capital
Education
James Madison University 2009 — 2013
Bachelor of Science, Integrated Science and Technology, Senior
Conrad Weiser High School 2005 — 2009
Diploma, Agriculture Sciences, Senior
Kelly Services
McKinsey & Company
The Boston Consulting Group
Bain & Company
BearingPoint
ICF International
Huron Consulting Group
A.T. Kearney