Wit Soundview

Industry: Technology company

Description

Soundview Technology Group is an American technology-focused firm known primarily for its equity research on technology and other growth-oriented companies. The securities and investment banking company was integrated into Charles Schwab in 2003. Founder: Gideon Gartner Founded: 1977 Headquarters: Boston, MA Parent organizations: Charles Schwab Corporation, UBS Americas Inc. Subsidiaries: SoundView Technology Group PLC, Soundview Technology Corporation

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Wit Soundview Employees

Employee
Years
Job
Industry
Diana Sarinian Diana Sarinian Redmond, Washington Details
Diana Sarinian's Wit Soundview Experience February 2000 - August 2001
Job Administrative Assistant Sr. at Starbucks
Industry Accounting
Experience
Starbucks  February 2012 - Present
BDO USA, LLP  2007 - July 2009
CoCard  August 2005 - December 2006
Safeway  March 2005 - December 2005
Nordstrom  July 1997 - May 2005
Citi  August 2001 - July 2003
Wit Soundview   February 2000 - August 2001

Skills
Customer Service, Microsoft Excel, Outlook, Project Management, Microsoft Office, Administrative..., Fundraising, PowerPoint, Training, Financial Analysis, Budgets, Strategic Planning, Special Events..., Cross-functional Team..., Team Building, Power Point, Community Leadership

Education
Golden Gate University   1999 — 2002
B.S., Finance, 3.75

City College of San Francisco   1996 — 1999
Associate of Arts and Sciences (AAS), 3.85

Jennifer DiClerico Jennifer DiClerico Greater New York City Area Details
Jennifer DiClerico's Wit Soundview Experience 1998 - 2002
Job Corporate Communications Executive
Industry Financial Services
Experience
Luther Pendragon US (formerly Lucid Communications)   2010 - Present
Bank of America  2002 - 2008
Wit Soundview   1998 - 2002

Skills
Corporate Communications, Strategic Communications, Media Relations, Leadership, Strategy, Editing, Marketing Communications, Program Management, Financial Services, Management

Education
Lehigh University
Bachelor of Arts, English, Business Writring

Ronald Fiske Ronald Fiske Greater New York City Area Details
Ronald Fiske's Wit Soundview Experience 1999 - 2000
Job Managing Director at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management  2010 - Present
Fidelity Investments  2008 - 2010
Pershing  2000 - 2008
Wit SoundView   1999 - 2000
Bankers Trust  1989 - 1999
Citibank  1983 - 1985

Education
Cornell University - Johnson Graduate School of Management   1985 — 1987
MBA, Finance/Accounting

Columbia University in the City of New York   1979 — 1983
BA, History

William Feeley William Feeley South Bend, Indiana Area Details
William Feeley's Wit Soundview Experience September 1997 - April 2001
Job CEO of Feeley Capital Markets, LLC and Managing Director, RainMaker Securities, LLC
Industry Investment Banking
Experience
RainMaker Securities, LLC   May 2013 - Present
Feeley Capital Markets, LLC   October 2009 - Present
Aeroscraft Corporation  March 2013 - December 2014
Cabrera Capital Markets, LLC  March 2010 - October 2012
WorkingPerson.com   April 2007 - October 2009
Wit SoundView   September 1997 - April 2001
Kemper Securities Corporation   July 1980 - June 1993
EVEREN Securities  1980 - 1993

Skills
Private Placements, IPO, Financial Services, Finance, Real Estate, Healthcare, Secondary Offerings, PIPEs, Investment Banking, Capital Markets, Equities, Entrepreneurship, CFO, Consumer & Retail, Syndicate, Series 7, Alternative Investments, Venture Capital, Investments, Securities, Asset Management, Private Equity, Corporate Finance, Start-ups, Mergers & Acquisitions, Equity Capital Markets, Hedge Funds, Capital, Financial Markets, Valuation, Due Diligence, Equity Research, Corporate Development, Structured Finance, Financial Modeling, Bonds, Trading, Portfolio Management, Fixed Income, Equity Trading, Options, Series 63

Education
Loyola University of Chicago - Graduate School of Business   1981 — 1986
MBA, Finance

Georgetown University   1976 — 1980
BSBA, Finance

Loyola Academy   1972 — 1976

Debby Clowney Debby Clowney Charlottesville, Virginia Details
Debby Clowney's Wit Soundview Experience October 1998 - September 2000
Job Analyst, Equities & Options Trader, Management Consultant
Industry Management Consulting
Experience
Independent  January 2008 - Present
Elder Research   October 2005 - January 2008
Wit Soundview   October 1998 - September 2000
i-Strategies   July 1995 - September 1998
Convergence Capital (now AltaCap)   July 1995 - December 1996
Dreyfus  May 1994 - June 1995
Nasdaq  November 1991 - April 1994
Barclays Investment Bank  June 1990 - September 1991
Fremont Center for Management   November 1974 - May 1990
KPMG  March 1972 - October 1974

Skills
Business Analysis, Business Development, Financial Modeling, Data Mining, Management Consulting, Trading Strategies, Research, Text Mining, Analytics, Product Development, Hedging, Investment Banking, Trading Systems, Business Intelligence, Teaching, Entrepreneurship, Big Data, Options Strategies, Software Prototyping, Systems Analysis, Project Management, Business Process..., Internal Controls, Programming, SQL, Financial Analysis, Consulting, Strategy

Education
The University of Chicago - Booth School of Business   1973 — 1979
Master of Business Administration (MBA), Concentration in Finance, Accounting & Business Policies (evening program)

University of Pennsylvania   1962 — 1966
BA, Formal Linguistics

Roman Botnik Roman Botnik New York, New York Details
Roman Botnik's Wit Soundview Experience July 1999 - March 2002
Job Consultant, Data Operations @ Barnes & Noble
Industry Information Technology and Services
Experience
Barnes & Noble  April 2013 - Present
Prudential Financial  February 2011 - December 2011
Standard & Poor's   February 2004 - July 2010
AT&T  June 2003 - November 2003
FMG Technology Group   November 2002 - March 2003
Wit Soundview   July 1999 - March 2002
theglobe.com  June 1997 - July 1999

Education
Stony Brook University   1994 — 1997
B.S., Computer Science

Chernivci National 'Juriy Fedkovyc' University   1987 — 1993

Les Kay Les Kay Cincinnati Area Details
Les Kay's Wit Soundview Experience October 2000 - November 2000
Job Instructor at University of Cincinnati
Industry Higher Education
Experience
Freelance  October 2005 - December 2009
VitesseLearning  August 2004 - October 2005
Vitesselearning  August 2002 - August 2004
DigitalThink  December 2000 - February 2001
Wit SoundView   October 2000 - November 2000
Physicians' Education Resource  August 1999 - August 2000
Mountainview Community College   August 1999 - May 2000

Skills
Marketing, Photoshop, Copy Editing, Editing, E-Learning, Microsoft Office, Adobe Acrobat, Instructional Design, Publishing, Flash, Captivate, Training, Storyboarding, Curriculum Design, Higher Education, Multimedia, Adult Education, Graphic Design, Needs Analysis, Dreamweaver, Creative Writing, Instructional Technology, WordPress, Instructor-led Training

Education
University of Cincinnati   2009 — 2014
PhD

University of Miami   1996 — 1998
MFA

Carnegie Mellon University   1992 — 1996
BA

Gabrielle Hamilton Elliott Gabrielle Hamilton Elliott United States Details
Gabrielle Hamilton Elliott's Wit Soundview Experience November 1999 - April 2001
Job
Industry Internet
Experience
The Walt Disney Company  May 2013 - February 2014
Guthy-Renker  October 2011 - October 2012
CBS Interactive College Sports Network   April 2007 - October 2011
McCann Worldgroup  April 2001 - December 2003
Wit SoundView   November 1999 - April 2001
Getmusic.com (joint venture between BMG Entertainment & Universal Music Group)   November 1998 - November 1999
Sony Music Entertainment (formerly BMG Entertainment)   October 1995 - November 1998
WinMill Software  January 1995 - October 1995

Education
University at Albany   1988 — 1992
Bachelor of Sciences, Computer Science and Applied Mathematics

Michael Rothman Michael Rothman Greater New York City Area Details
Michael Rothman's Wit Soundview Experience March 2000 - December 2001
Job Global Corporate Help Desk Manager at Diligent Corporation
Industry Information Technology and Services
Experience
Diligent Corporation  June 2014 - Present
Barclays Investment Bank  September 2009 - June 2014
Barclays Investment Bank  March 2004 - September 2009
Barclays Investment Bank  2002 - 2004
Barclays Investment Bank  2001 - 2002
Wit SoundView   March 2000 - December 2001
ACNielsen  1997 - 2000
ACNielsen  1995 - 1997
ACNielsen  1989 - 1995

Skills
Help Desk Support, VIP management, Customer Service, ITIL, SaaS, Performance Metrics, Trading Systems, Electronic Trading, Market Data, Disaster Recovery, Vendor Management, IT Strategy, Fixed Income, Infrastructure, IT Management, Incident Management, Risk Management, Business Continuity, Project Management, Team Leadership, Investment Banking, Relationship Management, Demand Management, Team Management, Multi Tasking

Education
LIU Post   1992 — 1995
MBA, Management Information Systems

State University of New York College at Oneonta   1981 — 1985
B.S., Business-Econmics

Annor Ackah Annor Ackah Greater Los Angeles Area Details
Annor Ackah's Wit Soundview Experience 2000 - 2001
Job Managing Partner at Chelsea Capital Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Chelsea Capital Advisors   September 2009 - Present
New Century Capital Partners  April 2008 - December 2009
Vision Capital Advisors, LLC   2006 - April 2008
Ulysses Financial   2001 - 2007
Wit SoundView   2000 - 2001
Donaldson, Lufkin & Jenrette   1997 - 2000
Cleary, Gottlieb, Steen & Hamilton   1994 - 1996

Education
Columbia Law School   1991 — 1994
JD

Harvard University   1985 — 1989
AB

Episcopal Academy   1979 — 1985

Michael Waldorf Michael Waldorf Greater New York City Area Details
Michael Waldorf's Wit Soundview Experience 2000 - 2001
Job Managing Director at Paulson & Co.
Industry Financial Services
Experience
Paulson & Co.   2002 - Present
Wit Soundview   2000 - 2001
Credit Suisse First Boston  1998 - 2000
Fried Frank Harris Shriver & Jacobson  1995 - 1998
Jeffrey D. Sachs & Associates   1992 - 1992
The White House  June 1991 - August 1991
The White House  June 1990 - August 1990

Skills
Mergers, Capital Markets, Investment Banking, Securities, Hedge Funds, Merger Arbitrage, Distressed Investing, Public Policy, Equities, Fixed Income, Arbitrage, Alternative Investments, Mergers & Acquisitions, Emerging Markets, Private Equity

Education
Harvard Law School   1992 — 1995
J.D. 1995, Law

Harvard University   1988 — 1992
B.A. 1992, Economics, Russian & Soviet Studies

Newark Academy

Erick Einhorn Erick Einhorn Greater New York City Area Details
Erick Einhorn's Wit Soundview Experience February 2000 - December 2001
Job Senior Director Of Project Management at Ogilvy & Mather
Industry Information Technology and Services
Experience
Ogilvy & Mather  2009 - Present
Publicis Dialog  March 2005 - March 2009
McCann Erickson  January 2002 - November 2003
Wit Soundview   February 2000 - December 2001
NDB  1996 - 1999

Skills
Digital Strategy, Digital Media, Interactive Marketing, Digital Marketing, Integrated Marketing, CRM, Online Advertising, Project Management, Web Analytics, Email Marketing, Direct Marketing, E-commerce, Analytics, Web Project Management, Web Development

Education
University at Albany, SUNY   1991 — 1995

Victoria Chin Victoria Chin Greater New York City Area Details
Victoria Chin's Wit Soundview Experience 1999 - 2001
Job Director of Marketing
Industry Marketing and Advertising
Experience
Island Ambulatory Surgical Center   March 2014 - Present
Advanced Spine Surgery Center   August 2012 - Present
Brooklyn Premier Orthopedics, PLLC   January 2012 - August 2012
No More Paper Filing LLC   July 2008 - November 2010
CC Image It, LLC   November 2004 - June 2009
Merrill Lynch  2002 - 2004
Oliver Wyman  2001 - 2002
Wit Soundview   1999 - 2001
Donaldson, Lufkin & Jenrette / Global Retail Partners, LLP   1997 - 1999
Korn/Ferry International  1997 - 1998

Skills
Business Strategy, Strategic Planning, Mergers, Marketing, Start-ups, Business Development, Salesforce.com, Marketing Strategy, Strategic Partnerships, Entrepreneurship, Strategy, Competitive Analysis, Digital Marketing, Market Research, Product Marketing, Mergers

Education
New York University   1992 — 1997
Economics

Longmeadow High School

Matt Campbell Matt Campbell Greater Salt Lake City Area Details
Matt Campbell's Wit Soundview Experience 1999 - 2001
Job President of DiNapoli Capital Partners
Industry Real Estate
Experience
DiNapoli Capital Partners  June 2005 - Present
Lowe Enterprises  August 2004 - May 2005
Wit Soundview   1999 - 2001

Skills
Joint Ventures, Underwriting, Real Estate, Asset Management, Due Diligence, Asset, Mezzanine, Investments, Financial Modeling, Hotels, Real Estate Finance, Financial Analysis, Debt, Construction, Investment Properties, Structured Finance, Capital Markets, Valuation, Fundraising, Restructuring, Resorts, Contract Negotiation, Market Analysis, Entrepreneurship, Budgeting, Microsoft Office, Excel, Real Estate Economics, Acquisitions, Microsoft Excel, Asset Managment

Education
University of California, Los Angeles - The Anderson School of Management   2002 — 2004
MBA, Finance and Real Estate

University of Notre Dame   1993 — 1997
BBA, Accounting, International Business

Tere Garcia-Pena Tere Garcia-Pena New York, New York Details
Tere Garcia-Pena's Wit Soundview Experience 2000 - 2001
Job Executive Assistant Leveraged Finance Group
Industry Executive Office
Experience
Investment Bank  March 2015 - Present
Consulting  December 2014 - February 2015
Cohen Clair Lans Greifer & Thorpe LLP   March 2014 - December 2014
Crowe Horwath LLP  April 2006 - March 2014
American Laser Centers  2003 - 2006
Carrera y Carrera   2001 - 2002
Wit SoundView   2000 - 2001
TIS Worldwide, Inc.   1997 - 2000
Hunton & Williams  1995 - 1997
Law Office of Raoul Felder, Esq.   1991 - 1995

Skills
Executive..., Time Management, High Level Of..., Microsoft Office, PowerPoint, Paralegals, Human Resources, Finance, Legal, CRM, Travel Management, Customer Relationship..., Invoicing, Expense Reports, Bookkeeping, Itineraries, Appointment Scheduling, Recruiting, Outbound Marketing, Promotional Sales, Prerequisites for Hire, Reference Checking, Interviewing Skills, Negotiation, Job Descriptions, Staffing Services, H1B Visa Documents, Research, Depositions, Family Law, Tax Law, Notary Public, Spanish, Diversity & Inclusion, Philanthropy, Microsoft Excel

Education
City University of New York-John Jay College of Criminal Justice

Pamela Ellison Pamela Ellison Greater New York City Area Details
Pamela Ellison's Wit Soundview Experience 1998 - 2000
Job Managing Director at Robin Hood Foundation
Industry Nonprofit Organization Management
Experience
Robin Hood Foundation  September 2010 - Present
JVP  March 2009 - January 2010
Geller & Company  June 2008 - March 2009
Wit Soundview   1998 - 2000

Education
Columbia University - Columbia Business School   1991 — 1993
MBA

Northwestern University   1985 — 1989
BA, Economics and Art History

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