Williams Capital Group
Industry: Capital market company
DescriptionFounded: 1993 Subsidiaries: Williams Capital Management LLC, The Williams Capital Group, L.P., Research DivisionFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportThe Williams Capital Group LPWebsiteDirections Saved (0) Saved Save Finance broker in New York City, New York Address: 650 5th Ave 9th floor, New York, NY 10019 Phone: (212) 830-4500: Place name: : : Hours: Category: Website: : : : Website: http://willcap.com/ Category: Finance broker Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of The Williams Capital Group LP Posting publicly on the Web Write a review Reviews Be the first to review
Williams Capital Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Williams Capital Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Williams Capital Group Salaries. You can even request information on how much does Williams Capital Group pay if you want to. Learn about salaries, pros and cons of working for Williams Capital Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
31 Williams Capital Group employees in database. Find out everything there's to know about Williams Capital Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Williams Capital Group Employees
Employee
Years
Job
Industry
Courtney Lynfield Courtney Lynfield's Williams Capital Group Experience July 2012 - August 2012
Job Corporate Strategy & Development Analyst at BlackRock
Industry
Experience
BlackRock August 2015 - Present
Visa June 2014 - August 2014
Tavros Capital Partners July 2013 - August 2013
Williams Capital Group July 2012 - August 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Research, Social Media Marketing, Editing, Leadership
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Classics & Business Institutions
The Dalton School 1998 — 2011
BlackRock August 2015 - Present
Visa June 2014 - August 2014
Tavros Capital Partners July 2013 - August 2013
Williams Capital Group July 2012 - August 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Research, Social Media Marketing, Editing, Leadership
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Classics & Business Institutions
The Dalton School 1998 — 2011
Aileen Daniels Aileen Daniels's Williams Capital Group Experience July 2013 - Present
Job Associate, Corporate Finance and Capital Markets at The Williams Capital Group
Industry Insurance
Experience
Williams Capital Group July 2013 - Present
Aon Risk Solutions June 2012 - July 2013
Brown University April 2010 - March 2012
Williams Capital Group June 2011 - August 2011
Financial Women's Association June 2011 - August 2011
Skills
Risk Management, Microsoft Excel, Public Speaking, Financial Services, Bloomberg, Corporate Finance
Education
Brown University 2008 — 2012
B.A., Commerce, Organizations, and Entrepreneurship: Organizational Studies
Williams Capital Group July 2013 - Present
Aon Risk Solutions June 2012 - July 2013
Brown University April 2010 - March 2012
Williams Capital Group June 2011 - August 2011
Financial Women's Association June 2011 - August 2011
Skills
Risk Management, Microsoft Excel, Public Speaking, Financial Services, Bloomberg, Corporate Finance
Education
Brown University 2008 — 2012
B.A., Commerce, Organizations, and Entrepreneurship: Organizational Studies
Marc Riddick, CFA Marc Riddick, CFA's Williams Capital Group Experience December 2010 - Present
Job Sr. Analyst Consumer Discretionary / Consumer Staples at Williams Capital Group
Industry Research
Experience
Williams Capital Group December 2010 - Present
Riddick Consumer Strategies January 2009 - December 2010
CJI Capital Markets, Inc. April 2010 - May 2010
Advent Capital Management June 2006 - October 2008
Mutual of America May 2001 - April 2006
Zurich Scudder Investments September 1994 - May 2001
Scudder Stevens & Clark 1998 - 2001
Scudder Kemper Investments 1998 - 2001
PaineWebber 1992 - 1994
Value Line December 1990 - January 1992
Skills
Investments, Portfolio Management, Equity Research, Hedge Funds, Equities, Equity Valuation, Securities, Valuation, Asset Management, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Analysis, Fixed Income, Investment Management, Series 7, Investment Banking, Asset Managment, Competitive Analysis, Capital Markets, Equity Trading, Financial Markets, Investment Advisory, Bloomberg Terminal, Wealth Management, Value Investing, Industry Research, Finance, Equity Capital Markets, Chartered Financial..., Market Analysis, Thematic Investing, Sell Side, Trading Strategies, Fundamental Analysis, Stocks
Education
Penn State University 1985 — 1989
BS, Management
Stuyvesant High School 1982 — 1985
Williams Capital Group December 2010 - Present
Riddick Consumer Strategies January 2009 - December 2010
CJI Capital Markets, Inc. April 2010 - May 2010
Advent Capital Management June 2006 - October 2008
Mutual of America May 2001 - April 2006
Zurich Scudder Investments September 1994 - May 2001
Scudder Stevens & Clark 1998 - 2001
Scudder Kemper Investments 1998 - 2001
PaineWebber 1992 - 1994
Value Line December 1990 - January 1992
Skills
Investments, Portfolio Management, Equity Research, Hedge Funds, Equities, Equity Valuation, Securities, Valuation, Asset Management, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Analysis, Fixed Income, Investment Management, Series 7, Investment Banking, Asset Managment, Competitive Analysis, Capital Markets, Equity Trading, Financial Markets, Investment Advisory, Bloomberg Terminal, Wealth Management, Value Investing, Industry Research, Finance, Equity Capital Markets, Chartered Financial..., Market Analysis, Thematic Investing, Sell Side, Trading Strategies, Fundamental Analysis, Stocks
Education
Penn State University 1985 — 1989
BS, Management
Stuyvesant High School 1982 — 1985
Christopher Winans Christopher Winans's Williams Capital Group Experience October 2002 - June 2003
Job EVP, General Manager, NY Office at Hill & Knowlton Strategies
Industry Public Relations and Communications
Experience
Hill & Knowlton Strategies October 2014 - Present
Forward Communication Strategies LLC August 2014 - October 2014
Promontory Financial Group, LLC April 2012 - August 2014
AXA Equitable July 2008 - March 2012
American International Group February 2005 - July 2008
Lehman Brothers June 2003 - January 2005
Williams Capital Group October 2002 - June 2003
Morgan Stanley July 2000 - October 2002
PaineWebber December 1999 - July 2000
A.M. Best Company May 1993 - December 1999
Skills
Equity Research, Public Relations, Insurance, Media Relations, Research, Marketing Communications, Strategic Communications, Strategy, Regulatory Affairs, Press Releases, Policy, Marketing Strategy, Marketing, International Relations, Internal Communications, Financial Services, Financial Reporting, Financial Analysis, Finance, Equities, Crisis Communications, Corporate Communications
Education
Pennsylvania State University 1971 — 1973
BA, English
Hill & Knowlton Strategies October 2014 - Present
Forward Communication Strategies LLC August 2014 - October 2014
Promontory Financial Group, LLC April 2012 - August 2014
AXA Equitable July 2008 - March 2012
American International Group February 2005 - July 2008
Lehman Brothers June 2003 - January 2005
Williams Capital Group October 2002 - June 2003
Morgan Stanley July 2000 - October 2002
PaineWebber December 1999 - July 2000
A.M. Best Company May 1993 - December 1999
Skills
Equity Research, Public Relations, Insurance, Media Relations, Research, Marketing Communications, Strategic Communications, Strategy, Regulatory Affairs, Press Releases, Policy, Marketing Strategy, Marketing, International Relations, Internal Communications, Financial Services, Financial Reporting, Financial Analysis, Finance, Equities, Crisis Communications, Corporate Communications
Education
Pennsylvania State University 1971 — 1973
BA, English
Jerome Menifee Jerome Menifee's Williams Capital Group Experience 2007 - 2007
Job Auditor/Trainer/Field Supervisor at State of Michigan Department of Treasury
Industry Marketing and Advertising
Experience
State of Michigan/Alan C.Young & Associates,P.C. October 2013 - Present
JR Art Company December 2009 - Present
Quicken Loans November 2012 - July 2013
Comcast Business Services 2011 - 2012
Airport Retail Management 2009 - 2009
Ford Motor Company 2007 - 2007
Williams Capital Group 2007 - 2007
Skills
Team Leadership, Market Research, Resourceful, Problem Solving, Analysis, Product Sales, Interpersonal Skills, Organizational, Innovation, Social Skills, Customer Service, Teamwork, Account Management, Business Development, Adobe Creative Suite, Social Networking, Advertising, Finance, Marketing, Leadership, Sales, Management, Microsoft Office, Microsoft Excel, Event Planning, Strategic Planning, Public Speaking
Education
Morehouse College 2005 — 2009
BA, Bachelor of Business Administration, Management
College for Creative Studies 2012 — 2013
Digital Design
State of Michigan/Alan C.Young & Associates,P.C. October 2013 - Present
JR Art Company December 2009 - Present
Quicken Loans November 2012 - July 2013
Comcast Business Services 2011 - 2012
Airport Retail Management 2009 - 2009
Ford Motor Company 2007 - 2007
Williams Capital Group 2007 - 2007
Skills
Team Leadership, Market Research, Resourceful, Problem Solving, Analysis, Product Sales, Interpersonal Skills, Organizational, Innovation, Social Skills, Customer Service, Teamwork, Account Management, Business Development, Adobe Creative Suite, Social Networking, Advertising, Finance, Marketing, Leadership, Sales, Management, Microsoft Office, Microsoft Excel, Event Planning, Strategic Planning, Public Speaking
Education
Morehouse College 2005 — 2009
BA, Bachelor of Business Administration, Management
College for Creative Studies 2012 — 2013
Digital Design
Scott Margolis's Williams Capital Group Experience June 2010 - August 2010
Job Associate at Baird Capital
Industry Venture Capital & Private Equity
Experience
Baird Capital July 2015 - Present
Piper Jaffray July 2012 - May 2015
Piper Jaffray June 2011 - August 2011
Williams Capital Group June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Investments
Education
Colby College 2008 — 2012
BA, Economics
Baird Capital July 2015 - Present
Piper Jaffray July 2012 - May 2015
Piper Jaffray June 2011 - August 2011
Williams Capital Group June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Investments
Education
Colby College 2008 — 2012
BA, Economics
Shonari Edwards Shonari Edwards's Williams Capital Group Experience June 2014 - August 2014
Job Recent Graduate of Oberlin College
Industry
Experience
Williams Capital Group June 2014 - August 2014
FC Business Intelligence January 2014 - February 2014
Incite Marketing and Communications July 2013 - August 2013
Skills
Music, Statistics, Social Networking, Leadership, Stata, New Business Development, Strategy, Marketing, Community Outreach
Education
Oberlin College 2010 — 2014
Williams Capital Group June 2014 - August 2014
FC Business Intelligence January 2014 - February 2014
Incite Marketing and Communications July 2013 - August 2013
Skills
Music, Statistics, Social Networking, Leadership, Stata, New Business Development, Strategy, Marketing, Community Outreach
Education
Oberlin College 2010 — 2014
Sydney Stanback's Williams Capital Group Experience June 2012 - August 2012
Job Senior Research Analyst at Nielsen
Industry Entertainment
Experience
Nielsen April 2015 - Present
iHeartMedia August 2014 - April 2015
Clear Channel Communications July 2013 - August 2014
NBCUniversal, Inc. January 2013 - June 2013
Viacom August 2012 - December 2012
Williams Capital Group June 2012 - August 2012
Viacom January 2012 - May 2012
Forum 2000 November 2011 - December 2011
People in Need August 2011 - December 2011
Contemporary American Theater Festival June 2011 - August 2011
Skills
Social Media Marketing, comScore, Strata View, MRI, Facebook, Nielsen Audio, Strata, Quantitative Research, Qualitative Research, Event Planning, Spanish, Kantar, Research, PowerPoint, Photoshop, Microsoft Word, Clerical Skills, Customer Service, Non-profit..., Microsoft Excel, Twitter, Tumblr, Foursquare, Instagram, Italian, French, Outlook, Marketing, Community Organizing, Press, Office Organizing, Team Leadership, Avid Media Composer, Video Production
Education
New York University 2009 — 2013
Bachelor's degree, International Politics and Media Studies
Latin School of Chicago 2005 — 2009
High School Degree
Nielsen April 2015 - Present
iHeartMedia August 2014 - April 2015
Clear Channel Communications July 2013 - August 2014
NBCUniversal, Inc. January 2013 - June 2013
Viacom August 2012 - December 2012
Williams Capital Group June 2012 - August 2012
Viacom January 2012 - May 2012
Forum 2000 November 2011 - December 2011
People in Need August 2011 - December 2011
Contemporary American Theater Festival June 2011 - August 2011
Skills
Social Media Marketing, comScore, Strata View, MRI, Facebook, Nielsen Audio, Strata, Quantitative Research, Qualitative Research, Event Planning, Spanish, Kantar, Research, PowerPoint, Photoshop, Microsoft Word, Clerical Skills, Customer Service, Non-profit..., Microsoft Excel, Twitter, Tumblr, Foursquare, Instagram, Italian, French, Outlook, Marketing, Community Organizing, Press, Office Organizing, Team Leadership, Avid Media Composer, Video Production
Education
New York University 2009 — 2013
Bachelor's degree, International Politics and Media Studies
Latin School of Chicago 2005 — 2009
High School Degree
Shabaz Ali's Williams Capital Group Experience June 2011 - September 2011
Job
Industry Marketing and Advertising
Experience
Allstate October 2014 - September 2015
Williams Capital Group June 2011 - September 2011
UBS January 2010 - June 2010
Precision IT Group June 2008 - August 2008
Skills
Microsoft Office, SPSS, Marketing Strategy, Strategic Planning, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Research, Social Media, Social Networking, Data Analysis, Customer Service
Education
Suffolk University 2009 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Marketing and Public Relations
Lower Manhattan Arts Academy 2005 — 2009
Honors Diploma, Arts
Allstate October 2014 - September 2015
Williams Capital Group June 2011 - September 2011
UBS January 2010 - June 2010
Precision IT Group June 2008 - August 2008
Skills
Microsoft Office, SPSS, Marketing Strategy, Strategic Planning, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Research, Social Media, Social Networking, Data Analysis, Customer Service
Education
Suffolk University 2009 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Marketing and Public Relations
Lower Manhattan Arts Academy 2005 — 2009
Honors Diploma, Arts
Jordan Wallace's Williams Capital Group Experience December 2010 - March 2011
Job Public Sector Real Estate Analyst at Alvarez & Marsal
Industry Mechanical or Industrial Engineering
Experience
Alvarez & Marsal 2014 - Present
BithEnergy January 2013 - 2014
Aprenjee Boxing June 2010 - September 2012
BITHGROUP Technologies June 2011 - September 2011
Williams Capital Group December 2010 - March 2011
Skills
Microsoft Office, Project Management, Solidworks, Program Management, User Experience, User Acceptance Testing, Data Analysis, Event Planning, Analysis, Strategy, Leadership, Public Speaking, Microsoft Excel, Social Media, Research, Engineering, PowerPoint, Microsoft Word
Education
Dartmouth College 2008 — 2012
Bachelor's degree, Engineering
Alvarez & Marsal 2014 - Present
BithEnergy January 2013 - 2014
Aprenjee Boxing June 2010 - September 2012
BITHGROUP Technologies June 2011 - September 2011
Williams Capital Group December 2010 - March 2011
Skills
Microsoft Office, Project Management, Solidworks, Program Management, User Experience, User Acceptance Testing, Data Analysis, Event Planning, Analysis, Strategy, Leadership, Public Speaking, Microsoft Excel, Social Media, Research, Engineering, PowerPoint, Microsoft Word
Education
Dartmouth College 2008 — 2012
Bachelor's degree, Engineering
Joseph S. Fichera Joseph S. Fichera's Williams Capital Group Experience December 2010 - Present
Job Financial Services Professional Chief Executive Officer
Industry Investment Banking
Experience
Saber Partners, LLC August 2000 - Present
Williams Capital Group December 2010 - Present
Princeton University July 2011 - January 2012
Princeton University January 2008 - July 2008
Prudential Securities June 1997 - July 2000
Bear Stearns September 1989 - May 1995
Smith Barney February 1984 - February 1989
Skills
Investments, Corporate Governance, Regulations, Energy Policy, Capital Markets, Investment Banking, Fixed Income, Valuation, Hedge Funds, Equities, Asset Managment, FINRA, Series 24, Series 7, Business Strategy, Mergers & Acquisitions, Entrepreneurship, Asset Management, Credit, Strategy, Corporate Finance, Emerging Markets, Finance, Securities, Bonds, Restructuring, Financial Services, Financial Markets, Financial Risk, Financial Advisory, Structured Finance, Leveraged Finance, Alternative Investments, Securitization, Financial Structuring, Trading, Bloomberg, Due Diligence, Corporate Development, Derivatives, Investor Relations, Management, Analysis, Business Development, Strategic Planning
Education
Yale University - Yale School of Management 1980 — 1982
MBA, Business Administration and Management, General
Princeton University 1972 — 1976
BA, Public & International Affairs
Saber Partners, LLC August 2000 - Present
Williams Capital Group December 2010 - Present
Princeton University July 2011 - January 2012
Princeton University January 2008 - July 2008
Prudential Securities June 1997 - July 2000
Bear Stearns September 1989 - May 1995
Smith Barney February 1984 - February 1989
Skills
Investments, Corporate Governance, Regulations, Energy Policy, Capital Markets, Investment Banking, Fixed Income, Valuation, Hedge Funds, Equities, Asset Managment, FINRA, Series 24, Series 7, Business Strategy, Mergers & Acquisitions, Entrepreneurship, Asset Management, Credit, Strategy, Corporate Finance, Emerging Markets, Finance, Securities, Bonds, Restructuring, Financial Services, Financial Markets, Financial Risk, Financial Advisory, Structured Finance, Leveraged Finance, Alternative Investments, Securitization, Financial Structuring, Trading, Bloomberg, Due Diligence, Corporate Development, Derivatives, Investor Relations, Management, Analysis, Business Development, Strategic Planning
Education
Yale University - Yale School of Management 1980 — 1982
MBA, Business Administration and Management, General
Princeton University 1972 — 1976
BA, Public & International Affairs
Hansen Yang Hansen Yang's Williams Capital Group Experience June 2014 - August 2014
Job Summer Analyst at TD Securities (USA)
Industry Financial Services
Experience
Tufts Financial Group January 2014 - Present
TD June 2015 - August 2015
Williams Capital Group June 2014 - August 2014
AMP Agency June 2013 - August 2013
Skills
Microsoft Excel, International..., Public Speaking, Statistics, Data Analysis, Research, Economics, Social Media, Valuation, Microsoft Word, Investments, Stata
Education
Tufts University 2012 — 2016
Bachelor's degree, Quantitative Economics & Philosophy
The Williston Northampton School 2010 — 2012
Tufts Financial Group January 2014 - Present
TD June 2015 - August 2015
Williams Capital Group June 2014 - August 2014
AMP Agency June 2013 - August 2013
Skills
Microsoft Excel, International..., Public Speaking, Statistics, Data Analysis, Research, Economics, Social Media, Valuation, Microsoft Word, Investments, Stata
Education
Tufts University 2012 — 2016
Bachelor's degree, Quantitative Economics & Philosophy
The Williston Northampton School 2010 — 2012
Val Simson, CDFA Val Simson, CDFA's Williams Capital Group Experience April 1993 - September 1993
Job Principal and Financial Advisor, Badger Financial Group, LPL Financial
Industry Financial Services
Experience
Badger Financial Group, LPL Financial Registered Representative September 2009 - Present
Citi Smith Barney January 2003 - September 2009
Madison Magazine 2002 - 2004
BankBoston Securites July 1993 - April 1999
Williams Capital Group April 1993 - September 1993
Barclays de Zoete Wedd Securities August 1992 - May 1993
MFR, Inc. May 1990 - April 1992
Drexel Burnham Lambert February 1984 - February 1990
Skills
Strategic Financial..., Wealth Management, Securities, Bonds, Options, Retirement Planning, Investment Advisory, Investments, Financial Analysis, Estate Planning, Financial Services, Asset Managment
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
University of Kansas 1982 — 1983
MA, Theatre; Stage Directing
University of Vermont 1978 — 1982
Bachelor of Arts (B.A.), Musical Theatre Production
Montpelier High School 1974 — 1978
Badger Financial Group, LPL Financial Registered Representative September 2009 - Present
Citi Smith Barney January 2003 - September 2009
Madison Magazine 2002 - 2004
BankBoston Securites July 1993 - April 1999
Williams Capital Group April 1993 - September 1993
Barclays de Zoete Wedd Securities August 1992 - May 1993
MFR, Inc. May 1990 - April 1992
Drexel Burnham Lambert February 1984 - February 1990
Skills
Strategic Financial..., Wealth Management, Securities, Bonds, Options, Retirement Planning, Investment Advisory, Investments, Financial Analysis, Estate Planning, Financial Services, Asset Managment
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
University of Kansas 1982 — 1983
MA, Theatre; Stage Directing
University of Vermont 1978 — 1982
Bachelor of Arts (B.A.), Musical Theatre Production
Montpelier High School 1974 — 1978
Anar Bhansali Anar Bhansali's Williams Capital Group Experience June 2011 - August 2011
Job CoFounder & Designer at Bhansali
Industry Luxury Goods & Jewelry
Experience
Bhansali August 2013 - Present
La Reina by Bhansali May 2012 - Present
XIV Karat February 2013 - July 2013
Giorgio Armani January 2012 - May 2012
Williams Capital Group June 2011 - August 2011
Chaudry (KVM International) August 2010 - December 2010
Anar Bhansali June 2007 - May 2009
Christian Dior June 2007 - August 2007
Skills
Microsoft, Bloomberg, Spanish, Windows, Apple Macintosh, Data Analysis, Mac, Microsoft Excel, Entrepreneurship, Marketing
Education
Gemological Institute of America 2013 — 2013
Diamond Graduate
USC Marshall School of Business 2009 — 2013
Bachelor's Degree, Business Administration and Spanish, 3.7
Università Commerciale 'Luigi Bocconi' 2012 — 2012
Study Abroad, International Exchange Program
USC Madrid 2010 — 2010
Spanish
Bhansali August 2013 - Present
La Reina by Bhansali May 2012 - Present
XIV Karat February 2013 - July 2013
Giorgio Armani January 2012 - May 2012
Williams Capital Group June 2011 - August 2011
Chaudry (KVM International) August 2010 - December 2010
Anar Bhansali June 2007 - May 2009
Christian Dior June 2007 - August 2007
Skills
Microsoft, Bloomberg, Spanish, Windows, Apple Macintosh, Data Analysis, Mac, Microsoft Excel, Entrepreneurship, Marketing
Education
Gemological Institute of America 2013 — 2013
Diamond Graduate
USC Marshall School of Business 2009 — 2013
Bachelor's Degree, Business Administration and Spanish, 3.7
Università Commerciale 'Luigi Bocconi' 2012 — 2012
Study Abroad, International Exchange Program
USC Madrid 2010 — 2010
Spanish
Jason Mawicke Jason Mawicke's Williams Capital Group Experience January 2014 - February 2014
Job Fall Analyst at Quadrant Management
Industry Financial Services
Experience
Quadrant Management August 2014 - December 2014
Consensus Advisors May 2014 - July 2014
Williams Capital Group January 2014 - February 2014
Richemont December 2012 - January 2013
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Office, PowerPoint, Research, Financial Analysis, Spanish, Market Research
Education
Endicott College 2011 — 2015
Accounting and Finance, 3.5 GPA
London School of Economics and Political Science 2013 — 2013
Finance, London
Quadrant Management August 2014 - December 2014
Consensus Advisors May 2014 - July 2014
Williams Capital Group January 2014 - February 2014
Richemont December 2012 - January 2013
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Office, PowerPoint, Research, Financial Analysis, Spanish, Market Research
Education
Endicott College 2011 — 2015
Accounting and Finance, 3.5 GPA
London School of Economics and Political Science 2013 — 2013
Finance, London
Christopher Cartelli Christopher Cartelli's Williams Capital Group Experience September 2000 - March 2005
Job Owner, Invictus Management LLC
Industry Real Estate
Experience
Invictus Management LLC March 2005 - Present
Rocking Out Cancer, Inc. January 2012 - Present
Williams Capital Group September 2000 - March 2005
Skills
Real Estate, Real Estate Development, Property Management, Real Estate Transactions, Management, Real Estate Economics, Asset Managment, Investment Properties, Leadership, Advertising, Social Media Marketing, Strategic Planning
Education
Iona College 1997 — 2000
Bachelor's Degree, Economics
Invictus Management LLC March 2005 - Present
Rocking Out Cancer, Inc. January 2012 - Present
Williams Capital Group September 2000 - March 2005
Skills
Real Estate, Real Estate Development, Property Management, Real Estate Transactions, Management, Real Estate Economics, Asset Managment, Investment Properties, Leadership, Advertising, Social Media Marketing, Strategic Planning
Education
Iona College 1997 — 2000
Bachelor's Degree, Economics
Jason Lightning Jason Lightning's Williams Capital Group Experience June 2014 - August 2014
Job MBA Candidate at the Yale School of Management
Industry Banking
Experience
Williams Capital Group June 2014 - August 2014
Write for the Future May 2013 - June 2013
MetLife June 2012 - July 2012
District Attorney's Office July 2009 - August 2009
Education
Yale University - Yale School of Management 2015 — 2018
Yale University 2011 — 2015
Bachelor of Arts (B.A.), History
The London School of Economics and Political Science (LSE) 2013 — 2013
Fieldston School 2007 — 2011
Williams Capital Group June 2014 - August 2014
Write for the Future May 2013 - June 2013
MetLife June 2012 - July 2012
District Attorney's Office July 2009 - August 2009
Education
Yale University - Yale School of Management 2015 — 2018
Yale University 2011 — 2015
Bachelor of Arts (B.A.), History
The London School of Economics and Political Science (LSE) 2013 — 2013
Fieldston School 2007 — 2011
Ledice Sweeney's Williams Capital Group Experience April 2010 - Present
Job Vice President at Williams Capital Group
Industry Financial Services
Experience
Williams Capital Group April 2010 - Present
Griswold, Inc. January 2002 - April 2006
Bank of New York January 2000 - January 2002
UBS, Inc. November 1993 - January 2000
Skills
Equities, Fixed Income, Equity Trading, Series 7, Hedge Funds, Trading, Financial Services, Bloomberg, Capital Markets, Trading Systems, Securities, Series 63, FINRA, Electronic Trading, Options, Equity Research, Financial Markets, Investment Banking, Series 24, Bonds
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1991
BS
Baruch College
Williams Capital Group April 2010 - Present
Griswold, Inc. January 2002 - April 2006
Bank of New York January 2000 - January 2002
UBS, Inc. November 1993 - January 2000
Skills
Equities, Fixed Income, Equity Trading, Series 7, Hedge Funds, Trading, Financial Services, Bloomberg, Capital Markets, Trading Systems, Securities, Series 63, FINRA, Electronic Trading, Options, Equity Research, Financial Markets, Investment Banking, Series 24, Bonds
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1991
BS
Baruch College
Jeffery Burdeshaw's Williams Capital Group Experience 2006 - Present
Job Vice President, Equities at Williams Capital Group
Industry Investment Banking
Experience
Williams Capital Group 2006 - Present
Williams Capital Group 2006 - Present
Williams Capital Group January 2005 - December 2005
Williams Capital Group 2002 - 2004
Aeltus Investment Management 2000 - 2001
Aeltus Investment Management 1999 - 2000
Aeltus Investment Management 1998 - 1999
Skills
Capital Markets, Series 7, Asset Management, Equities, Hedge Funds, Investment Banking, Series 63, Fixed Income, Trading, Bloomberg, Investments, Equity Research, Financial Modeling
Education
The University of Connecticut School of Business 1990 — 1992
BS, Finance
University of Connecticut 1989 — 1991
Williams Capital Group 2006 - Present
Williams Capital Group 2006 - Present
Williams Capital Group January 2005 - December 2005
Williams Capital Group 2002 - 2004
Aeltus Investment Management 2000 - 2001
Aeltus Investment Management 1999 - 2000
Aeltus Investment Management 1998 - 1999
Skills
Capital Markets, Series 7, Asset Management, Equities, Hedge Funds, Investment Banking, Series 63, Fixed Income, Trading, Bloomberg, Investments, Equity Research, Financial Modeling
Education
The University of Connecticut School of Business 1990 — 1992
BS, Finance
University of Connecticut 1989 — 1991
Kirk Parks's Williams Capital Group Experience 1995 - 1998
Job President at Parks Municipal Consulting
Industry Investment Management
Experience
Parks Municipal Consulting April 2015 - Present
Independent Consulting January 2015 - Present
City of New York, Office of the Comptroller November 2010 - April 2014
NYC Dept. of Finance - Treasury Division October 2008 - March 2011
Madison Trading, LLC April 2001 - July 2007
Williams Capital Group 1995 - 1998
May Davis Group 1993 - 1995
Prudential Mortgage Capital 1992 - 1993
Procter & Gamble 1989 - 1991
Skills
Equity Trading, ETFs, Bloomberg, Options, Equities, Trading, Portfolio Management, Investments, Proprietary Trading, Trading Systems, Financial Analysis, Electronic Trading, Securities, Fixed Income, Capital Markets, Strategic Planning
Education
Harvard University 1989 — 1992
Bachelor's degree, Economics
Parks Municipal Consulting April 2015 - Present
Independent Consulting January 2015 - Present
City of New York, Office of the Comptroller November 2010 - April 2014
NYC Dept. of Finance - Treasury Division October 2008 - March 2011
Madison Trading, LLC April 2001 - July 2007
Williams Capital Group 1995 - 1998
May Davis Group 1993 - 1995
Prudential Mortgage Capital 1992 - 1993
Procter & Gamble 1989 - 1991
Skills
Equity Trading, ETFs, Bloomberg, Options, Equities, Trading, Portfolio Management, Investments, Proprietary Trading, Trading Systems, Financial Analysis, Electronic Trading, Securities, Fixed Income, Capital Markets, Strategic Planning
Education
Harvard University 1989 — 1992
Bachelor's degree, Economics
Keith Lathan's Williams Capital Group Experience 2010 - Present
Job Director at WilliamsMCP Alternative Strategies
Industry Investment Management
Experience
Williams-MCP Alternative Strategies 2011 - Present
Williams Capital Group 2010 - Present
Lathan Consulting December 2008 - Present
Education
Howard University
B.B.A., Finance
Williams-MCP Alternative Strategies 2011 - Present
Williams Capital Group 2010 - Present
Lathan Consulting December 2008 - Present
Education
Howard University
B.B.A., Finance
Sujal Bharucha's Williams Capital Group Experience July 2015 - Present
Job Principal @ Williams Capital Group
Industry Capital Markets
Experience
Williams Capital Group July 2015 - Present
EVERCORE ISI August 2010 - May 2015
ITG Inc. January 1996 - December 2009
Smith Barney September 1992 - March 1995
Skills
Hedge Funds, Equities, Capital Markets, Trading, Equity Trading, Electronic Trading, Derivatives, Fixed Income, Series 7, Bloomberg, Trading Systems, Options, Securities, Financial Markets, Series 63, Market Data
Education
University at Albany, SUNY 1988 — 1992
BA, Economics
Townsend Harris High School 1984 — 1988
Williams Capital Group July 2015 - Present
EVERCORE ISI August 2010 - May 2015
ITG Inc. January 1996 - December 2009
Smith Barney September 1992 - March 1995
Skills
Hedge Funds, Equities, Capital Markets, Trading, Equity Trading, Electronic Trading, Derivatives, Fixed Income, Series 7, Bloomberg, Trading Systems, Options, Securities, Financial Markets, Series 63, Market Data
Education
University at Albany, SUNY 1988 — 1992
BA, Economics
Townsend Harris High School 1984 — 1988
Shayna Malnak's Williams Capital Group Experience October 1999 - December 2002
Job VP, Senior Analyst at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management October 2013 - Present
Williams Capital Management, LLC January 2003 - October 2013
EH Williams Capital May 2003 - April 2011
Williams Capital Group October 1999 - December 2002
Cambridge Global Fund November 1998 - October 1999
BBV Securities 1996 - 1998
Unifund SA 1993 - 1996
Standard & Poor's 1989 - 1993
Standard & Poors Corp 1984 - 1989
Skills
Mutual Funds, Hedge Funds, Capital Markets, Private Equity, Portfolio Management, Asset Allocation, Financial Markets, Corporate Finance, Investor Relations, Analysis, Bloomberg, Emerging Markets, Equities, Finance, Valuation
Education
Pace University - Lubin School of Business 1988 — 1994
Master of Business Administration (MBA), Finance
The University of Texas at Austin 1980 — 1984
Bachelor of Journalism
Deutsche Asset Management October 2013 - Present
Williams Capital Management, LLC January 2003 - October 2013
EH Williams Capital May 2003 - April 2011
Williams Capital Group October 1999 - December 2002
Cambridge Global Fund November 1998 - October 1999
BBV Securities 1996 - 1998
Unifund SA 1993 - 1996
Standard & Poor's 1989 - 1993
Standard & Poors Corp 1984 - 1989
Skills
Mutual Funds, Hedge Funds, Capital Markets, Private Equity, Portfolio Management, Asset Allocation, Financial Markets, Corporate Finance, Investor Relations, Analysis, Bloomberg, Emerging Markets, Equities, Finance, Valuation
Education
Pace University - Lubin School of Business 1988 — 1994
Master of Business Administration (MBA), Finance
The University of Texas at Austin 1980 — 1984
Bachelor of Journalism
Simone Andrews's Williams Capital Group Experience July 2014 - August 2014
Job Senior Project Manager at New York City Economic Development Corporation
Industry Financial Services
Experience
New York City Economic Development Corporation August 2015 - Present
Impact America Fund February 2015 - Present
Williams Capital Group July 2014 - August 2014
InVenture Capital Corporation May 2014 - June 2014
New York University August 2013 - May 2014
Strategic Concepts in Organizing and Policy Education September 2008 - June 2013
Skills
Nonprofits, Community Outreach, Research, Fundraising, Community Organizing, Public Speaking, Grant Writing, Public Policy, Strategic Planning, Program Development, Non-profits, Social Networking, Policy, Grassroots Organizing, Policy Analysis, Sustainability, Team Management, Impact Investing, Entrepreneurship, Financial Analysis
Education
NYU Robert F. Wagner Graduate School of Public Service 2013 — 2015
Master of Public Administration (MPA), Management and Finance
University of Southern California
Bachelor of Arts (B.A.), Communication, Urban Planning
New York City Economic Development Corporation August 2015 - Present
Impact America Fund February 2015 - Present
Williams Capital Group July 2014 - August 2014
InVenture Capital Corporation May 2014 - June 2014
New York University August 2013 - May 2014
Strategic Concepts in Organizing and Policy Education September 2008 - June 2013
Skills
Nonprofits, Community Outreach, Research, Fundraising, Community Organizing, Public Speaking, Grant Writing, Public Policy, Strategic Planning, Program Development, Non-profits, Social Networking, Policy, Grassroots Organizing, Policy Analysis, Sustainability, Team Management, Impact Investing, Entrepreneurship, Financial Analysis
Education
NYU Robert F. Wagner Graduate School of Public Service 2013 — 2015
Master of Public Administration (MPA), Management and Finance
University of Southern California
Bachelor of Arts (B.A.), Communication, Urban Planning
Corinne McIntosh-Douglas's Williams Capital Group Experience 1995 - 1996
Job Board member
Industry Financial Services
Experience
Congress Heights Main Streets January 2011 - September 2012
Wilson Advisory Group August 2010 - August 2012
Independent Contractor 2007 - 2012
Vince Gray for Mayor 2010 - 2010
Overseas Private Investment Corporation 1996 - 2006
Williams Capital Group 1995 - 1996
Salomon Brothers Inc 1993 - 1995
A. I. Credit Corp. (AIG) 1989 - 1993
Chase Manhattan Bank 1981 - 1987
Skills
Small Business Lending, Credit term negotiations, Loan Work-outs, Loan Auditing, International Project..., International..., Collateral Generation, Litigation Support, Advanced Budgeting for..., Database Mining, Credit, Public Speaking, Negotiation, Contract Negotiation, Research, Nonprofits
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Marketing, International Business
Harvard University 1975 — 1980
B.A., Government
Congress Heights Main Streets January 2011 - September 2012
Wilson Advisory Group August 2010 - August 2012
Independent Contractor 2007 - 2012
Vince Gray for Mayor 2010 - 2010
Overseas Private Investment Corporation 1996 - 2006
Williams Capital Group 1995 - 1996
Salomon Brothers Inc 1993 - 1995
A. I. Credit Corp. (AIG) 1989 - 1993
Chase Manhattan Bank 1981 - 1987
Skills
Small Business Lending, Credit term negotiations, Loan Work-outs, Loan Auditing, International Project..., International..., Collateral Generation, Litigation Support, Advanced Budgeting for..., Database Mining, Credit, Public Speaking, Negotiation, Contract Negotiation, Research, Nonprofits
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Marketing, International Business
Harvard University 1975 — 1980
B.A., Government
Matthew Coppola's Williams Capital Group Experience December 2010 - October 2011
Job Project Leader Corporate Data Management at A.M. Best Company
Industry Financial Services
Experience
A.M. Best Company March 2015 - Present
A.M. Best Company April 2014 - March 2015
A.M. Best Company July 2013 - April 2014
A.M. Best Company October 2011 - July 2013
Williams Capital Group December 2010 - October 2011
Atlantis Investment Company, Inc March 2002 - September 2009
Morgan Stanley Smith Barney August 2001 - December 2001
Skills
Data Management, Data Analysis, Analytics, Financial Modeling, Microsoft Excel, VBA, MS Excel Pivot Tables, Vlookup, Array Formulas, Formulas, Trend Forecasting, Financial Forecasting, Property & Casualty..., Insurance, Industry Research, Research, General Insurance, Equities, Equity Research Analysis, FINRA, Series 7, Series 86, Series 87, Series 66, HTML
Education
Frostburg State University 1997 — 2001
Bachelor of Science, Geography and Earth Science / Minor, Computer Science
A.M. Best Company March 2015 - Present
A.M. Best Company April 2014 - March 2015
A.M. Best Company July 2013 - April 2014
A.M. Best Company October 2011 - July 2013
Williams Capital Group December 2010 - October 2011
Atlantis Investment Company, Inc March 2002 - September 2009
Morgan Stanley Smith Barney August 2001 - December 2001
Skills
Data Management, Data Analysis, Analytics, Financial Modeling, Microsoft Excel, VBA, MS Excel Pivot Tables, Vlookup, Array Formulas, Formulas, Trend Forecasting, Financial Forecasting, Property & Casualty..., Insurance, Industry Research, Research, General Insurance, Equities, Equity Research Analysis, FINRA, Series 7, Series 86, Series 87, Series 66, HTML
Education
Frostburg State University 1997 — 2001
Bachelor of Science, Geography and Earth Science / Minor, Computer Science
Andrew Silverstein's Williams Capital Group Experience May 2011 - August 2011
Job Junior Analyst at The Kushner Companies, LLC
Industry Real Estate
Experience
The Kushner Companies, LLC October 2014 - Present
Philadelphia District Attorney's Office May 2012 - August 2012
Williams Capital Group May 2011 - August 2011
US Senate Committee on Banking, Housing, and Urban Affairs May 2010 - August 2010
Greater Philadelphia Chamber of Commerce March 2009 - July 2009
Education
University of Pennsylvania 2009 — 2013
The Huntsman Program of International Studies and Business
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.), Operation and Information Management (Decision Processes)
The Kushner Companies, LLC October 2014 - Present
Philadelphia District Attorney's Office May 2012 - August 2012
Williams Capital Group May 2011 - August 2011
US Senate Committee on Banking, Housing, and Urban Affairs May 2010 - August 2010
Greater Philadelphia Chamber of Commerce March 2009 - July 2009
Education
University of Pennsylvania 2009 — 2013
The Huntsman Program of International Studies and Business
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.), Operation and Information Management (Decision Processes)
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial