Willett Advisors LLC

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Willett Advisors LLC Employees

Employee
Years
Job
Industry
Steven Rattner Steven Rattner New York, New York Details
Steven Rattner's Willett Advisors LLC Experience
Job Chairman at Willett Advisors LLC; Contributing OpEd Writer, The New York Times; Economic Analyst, MSNBC's "Morning Joe"
Industry Financial Services
Experience
Willett Advisors LLC  

Education
Brown University
Economics

Binu George, CFA Binu George, CFA Greater New York City Area Details
Binu George, CFA's Willett Advisors LLC Experience June 2010 - Present
Job Head of Investment Manager Diligence @ Willett Advisors Mayor Bloomberg's Family Office
Industry Investment Management
Experience
Willett Advisors LLC   June 2010 - Present
DeVry University  April 2010 - Present
Sterling Stamos  April 2008 - June 2010
Citigroup  January 2004 - April 2008
IBM Consulting  March 1999 - December 2003
PTC  June 1996 - February 1999
V.M. Finance   January 1990 - May 1996

Skills
Investment Management, Alternative Investments, Private Wealth..., Due Diligence, Endowments, Foundation, High Net Worth..., Family Business, Hedge Funds, Private Equity, Fixed Income, Asset Management, Venture Capital, Cash Management, Asset Allocation, Risk Management, Economics, Asset Managment, Bloomberg, Corporate Finance, Investment Banking, Portfolio Management, Financial Analysis, Equities, Wealth Management, Finance, Financial Risk, Financial Advisory, Capital Markets, Valuation, Derivatives, Financial Modeling, Funding, Leadership, Securities, Trading, Options, Financial Services, Management, Quantitative Analytics, Emerging Markets, Corporate Development, Mergers & Acquisitions, Executive Management, Mutual Funds, Investment Strategies, Investments, Strategic Financial..., Financial Markets

Education
Cornell University - S.C. Johnson Graduate School of Management
MBA

Birla Institute of Technology & Science, Pilani
MS

University of Madras
BS

St. Bedes
High School, Mathematics, Science

Yan Dubin Yan Dubin Miami/Fort Lauderdale Area Details
Yan Dubin's Willett Advisors LLC Experience April 2010 - January 2013
Job Career / Executive Coach at DubinCoaching
Industry Professional Training & Coaching
Experience
DubinCoaching   July 2014 - Present
DYT Advisors LLC   January 2013 - Present
Citi  July 2013 - July 2014
Willett Advisors LLC   April 2010 - January 2013
Quadrangle Group  August 2008 - April 2010
SeaView Advisors, LLC   June 2007 - August 2008
Perry Capital  July 2004 - February 2007

Skills
Career Transitioning, Career Development..., Co-Active Coaching, Leadership Development, Work Life Balance, Life Coaching, Career Assessment, Executive Coaching, Accounting, Investran, Private Equity, Hedge Funds, MBTI, Social Media Marketing, Fund Accounting, Family Office, Tax, Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Financial Statements, Corporate Finance, Portfolio Management, Month End Close, Performance Management, Business Process..., Due Diligence, Finance, Investments, Analysis, Consulting, Coaching, Talent Management, Talent Acquisition, Career Development

Education
The Coaches Training Institute   2014 — 2014
Coach Training

Fordham University - Graduate School of Business Administration   2006 — 2008
Master of Business Administration (M.B.A.), Finance, General

Pace University   1995 — 1999
Bachelor of Business Administration (BBA), Accounting

james madison high school   1991 — 1995

Sigurd Strack Sigurd Strack San Francisco Bay Area Details
Sigurd Strack's Willett Advisors LLC Experience December 2008 - Present
Job Director of Private Equity
Industry Investment Management
Experience
Willett Advisors LLC   December 2008 - Present
Headlands Capital Management   June 2006 - November 2008
Coliseum Capital Advisors   September 2003 - May 2006
McKinsey & Company, Inc.   June 1993 - September 2003

Education
University of California, Berkeley, Haas School of Business   1992 — 1994
MBA

Technische Universität Braunschweig   1988 — 1994
Dipl-Ing, Mechanical Engineering; Economics

Angela Hom Angela Hom Greater New York City Area Details
Angela Hom's Willett Advisors LLC Experience October 2010 - Present
Job Legal Team at Willett Advisors LLC
Industry Financial Services
Experience
Meniscus Magazine   September 2012 - Present
Willett Advisors LLC   October 2010 - Present
Stroock & Stroock & Lavan LLP   August 2010 - October 2010
THE VILLA  April 2010 - August 2010
Jennifer Davis Photography   July 2009 - August 2009
Stroock & Stroock & Lavan LLP   June 2007 - July 2009

Skills
Legal Writing, Microsoft Excel, Corporate Law, Social Networking, Editing, Research, Marketing, Community Outreach, Blogging, Nonprofits, Writing, Legal Research, Negotiation, Spanish, Microsoft Office, Social Media

Education
Fudan University   2009 — 2010
Certificate, Chinese Language Studies

Cornell University   2003 — 2007
BA, Psychology

University College London, U. of London   2006 — 2006
Semester of Study Abroad, Psychology

Townsend Harris High School   1999 — 2003

Michael Bertisch Michael Bertisch Greater New York City Area Details
Michael Bertisch's Willett Advisors LLC Experience March 2010 - May 2010
Job President & General Counsel at Dealflow Analytics, Inc.
Industry Law Practice
Experience
Dealflow.com   August 2014 - Present
Bertisch Associates PLLC   January 2011 - Present
FNY Capital Management LP   November 2012 - July 2014
Willett Advisors LLC   March 2010 - May 2010
Quadrangle Group LLC   July 2005 - February 2010
JWM Partners  January 2002 - July 2005
Kaye Scholer  1996 - 2001

Skills
Hedge Funds, Private Equity, Venture Capital, Equities, Mergers, Corporate Governance, Corporate Law, Investments, Securities, Derivatives, Due Diligence, Investment Banking, Alternative Investments, Securities Regulation, Mergers & Acquisitions

Education
Columbia University School of Law   1993 — 1996
JD

Duke University   1988 — 1992
BSE, Civil and Environmental Engineering

Pamela Morris Pamela Morris New York, New York Details
Pamela Morris's Willett Advisors LLC Experience June 2011 - Present
Job Assistant Controller
Industry Accounting
Experience
Willett Advisors LLC   June 2011 - Present
JP Morgan Chase  August 2010 - May 2011
PricewaterhouseCoopers, LLP  September 2007 - August 2010
Binghamton University  August 2005 - May 2007
PricewaterhouseCoopers, LLP  June 2006 - August 2006

Skills
Hedge Funds, Accounting, Valuation

Education
Binghamton University - School of Management   2003 — 2007
B.S., Accounting and Finance

Kenneth S. Choi, CPA Kenneth S. Choi, CPA Greater New York City Area Details
Kenneth S. Choi, CPA's Willett Advisors LLC Experience December 2010 - Present
Job Investment Management
Industry Financial Services
Experience
Willett Advisors LLC   December 2010 - Present
Optima Fund Management  January 2010 - December 2010
Sterling Stamos Capital Management  October 2007 - January 2010
PricewaterhouseCoopers  January 2004 - October 2007

Skills
CPA, Hedge Funds, Valuation, Due Diligence, Financial Modeling, Equities, Investment Management, Derivatives, Fixed Income, Investments, Portfolio Management, Private Equity, Venture Capital, Alternative Investments, Asset Management, Trading, Compliance, Business Continuity..., Capital Markets, Auditing, Bloomberg

Education
Cornell University - S.C. Johnson Graduate School of Management   2009 — 2011
Master of Business Administration (M.B.A.)

Hofstra University   1998 — 2002
Bachelor's Degree, Finance, Honors Graduate

Liza Arguelles-Brady Liza Arguelles-Brady Greater New York City Area Details
Liza Arguelles-Brady's Willett Advisors LLC Experience January 2008 - Present
Job Fund Controller Willett Advisors
Industry Financial Services
Experience
Willett Advisors LLC   January 2008 - Present
Millennium Partners  2006 - 2008
Clearwater Capital Partners, LLC   November 2002 - January 2006
Olympus Capital Partners   January 2002 - December 2003
The Sinon Group   January 1999 - May 2002
J.P. Morgan   October 1997 - July 2000
Ernst & Young  October 1994 - October 1997

Skills
Fund Accounting, Accounting, Fund Of Funds, Hedge Funds, Financial Reporting

Education
Binghamton University - School of Management   1989 — 1994
BS, Accounting

The Kew Forest Prepatory School   1983 — 1989

Richa Gulati Richa Gulati Greater New York City Area Details
Richa Gulati's Willett Advisors LLC Experience February 2015 - Present
Job Chief Compliance Officer & Counsel at Willett Advisors
Industry Financial Services
Experience
Willett Advisors LLC   February 2015 - Present
Oaktree Capital Management  August 2011 - February 2015
D. E. Shaw & Co.   March 2008 - August 2011
Cleary Gottlieb Steen & Hamilton LLP  September 2005 - February 2008
MFY Legal Services  March 2007 - September 2007

Skills
Securities Regulation, Securities, Risk Management, Series 24, Hedge Funds, Private Equity, Series 7, Litigation, Capital Markets, Equities, Legal Research, Alternative Investments, Due Diligence, Corporate Governance

Education
Harvard Law School   2002 — 2005
J.D.

The University of Texas at Austin   1998 — 2002
B.A., Plan II Honors

Siri Chanbusarakum, CPA Siri Chanbusarakum, CPA New York, New York Details
Siri Chanbusarakum, CPA's Willett Advisors LLC Experience November 2013 - Present
Job Willett Advisors LLC
Industry Financial Services
Experience
Willett Advisors LLC   November 2013 - Present
Accretive, LLC  June 2010 - November 2013
PwC  September 2008 - June 2010

Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, US GAAP, Mergers & Acquisitions, GAAP, SEC filings, Venture Capital, Financial Reporting, Financial Accounting, Internal Controls, CPA, Sarbanes-Oxley Act, External Audit

Education
University of Pennsylvania - The Wharton School
Accounting and Finance