W.P. Stewart
Industry: Company
DescriptionFounded: 1975 Parent organization: AllianceBernstein Subsidiaries: W.P. Stewart Asset Management Ltd.,
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W.P. Stewart Employees
Employee
Years
Job
Industry
Andrew Grau, CPA Andrew Grau, CPA's W.P. Stewart Experience February 2013 - Present
Job Assistant Controller at W.P. Stewart
Industry Financial Services
Experience
W.P. Stewart February 2013 - Present
Brookfield Asset Management March 2012 - February 2013
TRADE SUPPLY GROUP October 2008 - November 2011
TRADE SUPPLY GROUP August 2007 - October 2008
Skills
Financial Reporting, Cash Flow, Financial Accounting, Corporate Budgeting, Treasury, Auditing, Finance, Variance Analysis, Financial Statements, Cash Management, Accounting, Accounts Payable, Budgets, Accruals, Internal Controls, Tax, US GAAP, Microsoft Excel, Financial Analysis
Education
SUNY Geneseo 2003 — 2007
BS, Accounting
Fairport High School
W.P. Stewart February 2013 - Present
Brookfield Asset Management March 2012 - February 2013
TRADE SUPPLY GROUP October 2008 - November 2011
TRADE SUPPLY GROUP August 2007 - October 2008
Skills
Financial Reporting, Cash Flow, Financial Accounting, Corporate Budgeting, Treasury, Auditing, Finance, Variance Analysis, Financial Statements, Cash Management, Accounting, Accounts Payable, Budgets, Accruals, Internal Controls, Tax, US GAAP, Microsoft Excel, Financial Analysis
Education
SUNY Geneseo 2003 — 2007
BS, Accounting
Fairport High School
Stefan Stefanowski Stefan Stefanowski's W.P. Stewart Experience June 1997 - December 2013
Job Trading Operations & Financial Data Exchange at AllianceBernstein L.P.
Industry Financial Services
Experience
AllianceBernstein December 2013 - Present
W.P. Stewart & Co., Ltd. November 2010 - February 2014
W.P. Stewart June 1997 - December 2013
RIVERBED MEDIA, INC May 1996 - August 1996
Skills
Equities, Databases, Fixed Income, Trading Systems, Options, Disaster Recovery, Equity Trading, Financial Risk, Vendor Management, Financial Markets, Emerging Markets, Portfolio Management, Trading, Integration, Asset Management, Creative Writing, Private Equity, Conversation, Music, Wealth Management, Management
Education
Pace University 1993 — 1997
BA, Computer Science
Politechnika Wrocławska
Electronics / Cybernetics
AllianceBernstein December 2013 - Present
W.P. Stewart & Co., Ltd. November 2010 - February 2014
W.P. Stewart June 1997 - December 2013
RIVERBED MEDIA, INC May 1996 - August 1996
Skills
Equities, Databases, Fixed Income, Trading Systems, Options, Disaster Recovery, Equity Trading, Financial Risk, Vendor Management, Financial Markets, Emerging Markets, Portfolio Management, Trading, Integration, Asset Management, Creative Writing, Private Equity, Conversation, Music, Wealth Management, Management
Education
Pace University 1993 — 1997
BA, Computer Science
Politechnika Wrocławska
Electronics / Cybernetics
David Pivovarov, CFA David Pivovarov, CFA's W.P. Stewart Experience July 2007 - July 2008
Job Financial Analyst Acquisitions at Crescent Heights
Industry Real Estate
Experience
Crescent Heights May 2015 - Present
Atlantic Pacific Communities April 2014 - May 2015
Lennar Ventures - SunStreet Energy Group September 2013 - April 2014
Windsor Investment Management January 2009 - August 2012
W.P. Stewart July 2007 - July 2008
Union Capital Corporation April 2006 - July 2007
Skills
Financial Modeling, Business Development, Business Planning, Analysis, Banking, Due Diligence, Finance, Investments, Mergers & Acquisitions, Valuation, Asset Allocation, Investment Strategies, Private Equity, Capital Markets
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Accounting
Crescent Heights May 2015 - Present
Atlantic Pacific Communities April 2014 - May 2015
Lennar Ventures - SunStreet Energy Group September 2013 - April 2014
Windsor Investment Management January 2009 - August 2012
W.P. Stewart July 2007 - July 2008
Union Capital Corporation April 2006 - July 2007
Skills
Financial Modeling, Business Development, Business Planning, Analysis, Banking, Due Diligence, Finance, Investments, Mergers & Acquisitions, Valuation, Asset Allocation, Investment Strategies, Private Equity, Capital Markets
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Accounting
Angus Eno Angus Eno's W.P. Stewart Experience June 2007 - August 2007
Job Summer Intern at Morgan Stanley Wealth Management Smith Barney
Industry Banking
Experience
Morgan Stanley Wealth Management May 2013 - August 2013
Royal Bank of Canada June 2012 - August 2012
Bowers Securities Inc June 2012 - June 2012
Thomas B. Wright June 2009 - August 2009
Plimsoll Mark Capital June 2008 - August 2008
W.P. Stewart June 2007 - August 2007
Strouts Point Wharf Company June 2006 - August 2006
Skills
Finance, Investment Banking, Finacial Management, Investments, Economics, Financial Analysis, Portfolio Management, Financial Modeling, Trading, Program Management, Bloomberg, Strategic Financial..., Securities, Microsoft Excel, Valuation
Education
Colorado College 2010 — 2014
Political science, Economics, junior
Carrabassett Valley Academy 2006 — 2010
High School
Morgan Stanley Wealth Management May 2013 - August 2013
Royal Bank of Canada June 2012 - August 2012
Bowers Securities Inc June 2012 - June 2012
Thomas B. Wright June 2009 - August 2009
Plimsoll Mark Capital June 2008 - August 2008
W.P. Stewart June 2007 - August 2007
Strouts Point Wharf Company June 2006 - August 2006
Skills
Finance, Investment Banking, Finacial Management, Investments, Economics, Financial Analysis, Portfolio Management, Financial Modeling, Trading, Program Management, Bloomberg, Strategic Financial..., Securities, Microsoft Excel, Valuation
Education
Colorado College 2010 — 2014
Political science, Economics, junior
Carrabassett Valley Academy 2006 — 2010
High School
Vaughan Read Vaughan Read's W.P. Stewart Experience June 2007 - August 2008
Job Equity Research Associate TMT
Industry Financial Services
Experience
ITG June 2015 - Present
The London School of Economics and Political Science (LSE) October 2013 - December 2014
Deloitte June 2011 - June 2013
Duedil May 2011 - July 2011
Enders Analysis April 2010 - March 2011
Enders Analysis June 2009 - August 2009
W.P. Stewart June 2007 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Economics, Financial Analysis, Bloomberg, Analysis, Research, Market Research, Corporate Finance, Due Diligence, Marketing, Alternative Investments, Management Consulting, Start-ups, Consulting
Education
The London School of Economics and Political Science (LSE) 2013 — 2014
Master's Degree, TMT Regulation and Governance
University of St. Andrews 2007 — 2010
MA Hons, English
Colby College 2005 — 2007
BA, English, Economics
The Hotchkiss School 2002 — 2005
ITG June 2015 - Present
The London School of Economics and Political Science (LSE) October 2013 - December 2014
Deloitte June 2011 - June 2013
Duedil May 2011 - July 2011
Enders Analysis April 2010 - March 2011
Enders Analysis June 2009 - August 2009
W.P. Stewart June 2007 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Economics, Financial Analysis, Bloomberg, Analysis, Research, Market Research, Corporate Finance, Due Diligence, Marketing, Alternative Investments, Management Consulting, Start-ups, Consulting
Education
The London School of Economics and Political Science (LSE) 2013 — 2014
Master's Degree, TMT Regulation and Governance
University of St. Andrews 2007 — 2010
MA Hons, English
Colby College 2005 — 2007
BA, English, Economics
The Hotchkiss School 2002 — 2005
Lisa Levey Lisa Levey's W.P. Stewart Experience 1997 - 2002
Job Vice President, Chief Governance Officer & Corporate Secretary at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation June 2012 - Present
RBC Capital Markets June 2006 - June 2012
Royal Bank of Canada 2004 - June 2012
W.P. Stewart 1997 - 2002
Whitman Heffernan Rhein & Co, Inc. 1991 - 1996
Danielson Holding Corporation 1991 - 1996
Anderson Kill & Olick, P.C. 1981 - 1991
Skills
Corporate Governance, Corporate Law, Corporate Secretary, Restructuring, Contracts, M&A, Team Management, Shareholder Relations
Education
New York University School of Law 1978 — 1981
JD, Law
University of Pennsylvania 1974 — 1978
BA, International Relations & French
Université de Pau et des Pays de l'Adour 1974 — 1974
Certificat avec Honneurs, French & French Culture
The Depository Trust & Clearing Corporation June 2012 - Present
RBC Capital Markets June 2006 - June 2012
Royal Bank of Canada 2004 - June 2012
W.P. Stewart 1997 - 2002
Whitman Heffernan Rhein & Co, Inc. 1991 - 1996
Danielson Holding Corporation 1991 - 1996
Anderson Kill & Olick, P.C. 1981 - 1991
Skills
Corporate Governance, Corporate Law, Corporate Secretary, Restructuring, Contracts, M&A, Team Management, Shareholder Relations
Education
New York University School of Law 1978 — 1981
JD, Law
University of Pennsylvania 1974 — 1978
BA, International Relations & French
Université de Pau et des Pays de l'Adour 1974 — 1974
Certificat avec Honneurs, French & French Culture
Bill Hall Bill Hall's W.P. Stewart Experience December 2002 - December 2008
Job Founder Bookworm Sports, Author of Changing the Game: How to Profit From Your Passion for Sports, Wall Street Investor
Industry Sports
Experience
CSP Mobile Productions June 2010 - Present
Bookworm Sports January 2010 - Present
W.P. Stewart December 2002 - December 2008
Education
University of Richmond 1978 — 1982
BS, Accounting
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
School name:
Bachelor of Science, Accounting
CSP Mobile Productions June 2010 - Present
Bookworm Sports January 2010 - Present
W.P. Stewart December 2002 - December 2008
Education
University of Richmond 1978 — 1982
BS, Accounting
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
School name:
Bachelor of Science, Accounting
Ebrahim Busheri Ebrahim Busheri's W.P. Stewart Experience 2004 - March 2007
Job Director of Investments at Manning & Napier
Industry Financial Services
Experience
Manning & Napier March 2015 - Present
Manning & Napier July 2011 - March 2015
Heritage Capital 2007 - June 2011
W.P. Stewart 2004 - March 2007
W.P. Stewart 2003 - 2007
W.P. Stewart November 2001 - 2007
Manning & Napier 1998 - October 2001
Manning & Napier 1997 - 2001
Manning & Napier 1992 - 2001
Manning & Napier October 1988 - 1992
Education
William E. Simon School of Business 1986 — 1988
Master of Business Administration (M.B.A.), Finance
Muskingum College 1983 — 1986
B.A., Accounting, Economics
Manning & Napier March 2015 - Present
Manning & Napier July 2011 - March 2015
Heritage Capital 2007 - June 2011
W.P. Stewart 2004 - March 2007
W.P. Stewart 2003 - 2007
W.P. Stewart November 2001 - 2007
Manning & Napier 1998 - October 2001
Manning & Napier 1997 - 2001
Manning & Napier 1992 - 2001
Manning & Napier October 1988 - 1992
Education
William E. Simon School of Business 1986 — 1988
Master of Business Administration (M.B.A.), Finance
Muskingum College 1983 — 1986
B.A., Accounting, Economics
David Caffrey David Caffrey's W.P. Stewart Experience 2007 - 2008
Job Vice President, Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2014 - Present
Placemark Investments 2008 - February 2014
W.P. Stewart 2007 - 2008
Geronimo Financial 2006 - 2007
TD Ameritrade 2005 - 2006
Fidelity Investments 2003 - 2005
Trust Company of America 2000 - June 2003
Education
Boston College
BA, Political Science
University of Denver - Sturm College of Law
JD, Law
J.P. Morgan Asset Management March 2014 - Present
Placemark Investments 2008 - February 2014
W.P. Stewart 2007 - 2008
Geronimo Financial 2006 - 2007
TD Ameritrade 2005 - 2006
Fidelity Investments 2003 - 2005
Trust Company of America 2000 - June 2003
Education
Boston College
BA, Political Science
University of Denver - Sturm College of Law
JD, Law
Robert Gebhart Robert Gebhart's W.P. Stewart Experience August 2002 - May 2008
Job SVP, Investments at HS Management Partners LLC
Industry Investment Management
Experience
HS Management Partners LLC December 2011 - Present
Self Employed April 2011 - December 2011
Grisanti Brown & Partners June 2008 - March 2011
W.P. Stewart August 2002 - May 2008
Merrill Lynch August 1999 - August 2002
STRS Ohio September 1997 - July 1999
Huntington National Bank June 1993 - August 1997
Skills
Investment Management, Portfolio Management, Asset Management, Equities, Valuation, Asset Allocation, Financial Modeling, Equity Research, Investments, Investment Strategies, Mutual Funds, Capital Markets, Bloomberg, Wealth Management, Securities, Alternative Investments, Asset Managment, Fixed Income
Education
Miami University 1989 — 1993
B.S., Finance
HS Management Partners LLC December 2011 - Present
Self Employed April 2011 - December 2011
Grisanti Brown & Partners June 2008 - March 2011
W.P. Stewart August 2002 - May 2008
Merrill Lynch August 1999 - August 2002
STRS Ohio September 1997 - July 1999
Huntington National Bank June 1993 - August 1997
Skills
Investment Management, Portfolio Management, Asset Management, Equities, Valuation, Asset Allocation, Financial Modeling, Equity Research, Investments, Investment Strategies, Mutual Funds, Capital Markets, Bloomberg, Wealth Management, Securities, Alternative Investments, Asset Managment, Fixed Income
Education
Miami University 1989 — 1993
B.S., Finance
Regina Kachkoff-Enk Regina Kachkoff-Enk's W.P. Stewart Experience February 2002 - August 2012
Job Staff Nurse at NYC Health and Hospitals Corporation
Industry Hospital & Health Care
Experience
NYC Health and Hospitals Corporation August 2015 - Present
Borough of Manhattan Community College January 2015 - Present
Partners in Care of the Visiting Nurse Service of New York January 2015 - Present
Partners in Care of the Visiting Nurse Service of New York November 2014 - December 2014
Woodhull Medical and Mental Health Center July 2014 - August 2014
W.P. Stewart February 2002 - August 2012
Fashion Institute of Technology October 1996 - January 2001
Skills
Healthcare, Nursing, BLS, Patient Education, Inpatient, CPR Certified, Hospitals, Vital Signs, Medication..., Patient Safety, Critical Care, EKG, IV and Infusion Therapy, Medical Terminology, Direct Patient Care, Phlebotomy, First Aid, HIPAA, Venipuncture, IV, AED, Emergency Medicine, Nursing Care
Education
CUNY School of Professional Studies 2014 — 2016
BSN, Registered Nursing/Registered Nurse
Borough of Manhattan Community College 2012 — 2014
Associate of Science (AS), Registered Nurse
New York University 1995 — 1997
Master of Arts (M.A.), Music, Voice
New York University 1991 — 1995
Bachelor of Music, Music, Voice
NYC Health and Hospitals Corporation August 2015 - Present
Borough of Manhattan Community College January 2015 - Present
Partners in Care of the Visiting Nurse Service of New York January 2015 - Present
Partners in Care of the Visiting Nurse Service of New York November 2014 - December 2014
Woodhull Medical and Mental Health Center July 2014 - August 2014
W.P. Stewart February 2002 - August 2012
Fashion Institute of Technology October 1996 - January 2001
Skills
Healthcare, Nursing, BLS, Patient Education, Inpatient, CPR Certified, Hospitals, Vital Signs, Medication..., Patient Safety, Critical Care, EKG, IV and Infusion Therapy, Medical Terminology, Direct Patient Care, Phlebotomy, First Aid, HIPAA, Venipuncture, IV, AED, Emergency Medicine, Nursing Care
Education
CUNY School of Professional Studies 2014 — 2016
BSN, Registered Nursing/Registered Nurse
Borough of Manhattan Community College 2012 — 2014
Associate of Science (AS), Registered Nurse
New York University 1995 — 1997
Master of Arts (M.A.), Music, Voice
New York University 1991 — 1995
Bachelor of Music, Music, Voice
Matthew Bucklin Matthew Bucklin's W.P. Stewart Experience May 2004 - September 2004
Job President of The Quit Company, LLC
Industry Food & Beverages
Experience
Quit Tea LLC December 2009 - Present
Aldrich Rockefeller Designs LLC February 2011 - Present
C.E. Bucklin & Sons. Inc. February 2009 - August 2010
United States Marine Corps January 2009 - February 2009
MDRxFinancial, Inc. September 2005 - November 2008
W.P. Stewart May 2004 - September 2004
Barclays Capital September 2003 - December 2003
Skills
Healthcare, Research, Business Development, Consumer Products, Natural Products, Marketing Strategy, Entrepreneurship, Economics, Wordpress, Microsoft Excel, New Business Development, Nutrition, Problem Solving, Strategic Planning, Packaging, Sourcing, Yachting, Cost Management, Marketing, Product Development, Forecasting, Start-ups, Budgets, Finance, Market Research, Business Planning, Pricing, Small Business, Strategy, Competitive Analysis, Business Strategy, Mergers & Acquisitions, Market Planning, Sales, International Business, Analytics
Education
Colby College 2001 — 2005
B.A., Economics
London School of Economics and Political Science 2003 — 2003
Economics
Saint Petersburg State University of Finance and Economics 2003 — 2003
Economics
Quit Tea LLC December 2009 - Present
Aldrich Rockefeller Designs LLC February 2011 - Present
C.E. Bucklin & Sons. Inc. February 2009 - August 2010
United States Marine Corps January 2009 - February 2009
MDRxFinancial, Inc. September 2005 - November 2008
W.P. Stewart May 2004 - September 2004
Barclays Capital September 2003 - December 2003
Skills
Healthcare, Research, Business Development, Consumer Products, Natural Products, Marketing Strategy, Entrepreneurship, Economics, Wordpress, Microsoft Excel, New Business Development, Nutrition, Problem Solving, Strategic Planning, Packaging, Sourcing, Yachting, Cost Management, Marketing, Product Development, Forecasting, Start-ups, Budgets, Finance, Market Research, Business Planning, Pricing, Small Business, Strategy, Competitive Analysis, Business Strategy, Mergers & Acquisitions, Market Planning, Sales, International Business, Analytics
Education
Colby College 2001 — 2005
B.A., Economics
London School of Economics and Political Science 2003 — 2003
Economics
Saint Petersburg State University of Finance and Economics 2003 — 2003
Economics
Kevin J. DeVos Kevin J. DeVos's W.P. Stewart Experience February 1998 - December 2010
Job Independent Option Trader
Industry Investment Management
Experience
Self-employed person December 2010 - Present
W.P. Stewart February 1998 - December 2010
Morgan Stanley October 1992 - January 1998
Skills
Trading, Options, Equity Trading, Series 7, Fixed Income, Compliance, Trading Systems, Bloomberg, Series 24, Equities, Hedge Funds, Investments, Asset Management, Financial Markets, Derivatives
Education
The University of Connecticut School of Business
BS, Finance, General
Self-employed person December 2010 - Present
W.P. Stewart February 1998 - December 2010
Morgan Stanley October 1992 - January 1998
Skills
Trading, Options, Equity Trading, Series 7, Fixed Income, Compliance, Trading Systems, Bloomberg, Series 24, Equities, Hedge Funds, Investments, Asset Management, Financial Markets, Derivatives
Education
The University of Connecticut School of Business
BS, Finance, General
Igor Parychev's W.P. Stewart Experience April 2005 - December 2008
Job IT Consultant
Industry Information Technology and Services
Experience
Concept Dataworks January 2009 - Present
W.P. Stewart April 2005 - December 2008
ADP June 2001 - April 2005
Fujitsu Consulting 1999 - 2001
Skills
ASP.NET, XML, SQL, Microsoft SQL Server, Software Development, .NET, Agile Methodologies, Databases, Requirements Analysis, PL/SQL, SDLC, Web Services, JavaScript, Scrum, TFS, Business Analysis, Software Project..., Enterprise Architecture, Integration, C#, IT Strategy
Education
Rutgers University-New Brunswick 1995 — 2000
Concept Dataworks January 2009 - Present
W.P. Stewart April 2005 - December 2008
ADP June 2001 - April 2005
Fujitsu Consulting 1999 - 2001
Skills
ASP.NET, XML, SQL, Microsoft SQL Server, Software Development, .NET, Agile Methodologies, Databases, Requirements Analysis, PL/SQL, SDLC, Web Services, JavaScript, Scrum, TFS, Business Analysis, Software Project..., Enterprise Architecture, Integration, C#, IT Strategy
Education
Rutgers University-New Brunswick 1995 — 2000
Seth Pearlstein's W.P. Stewart Experience December 2002 - June 2014
Job Independent Consultant at Regulatory Counsel
Industry Legal Services
Experience
Regulatory Counsel March 2015 - Present
W.P. Stewart December 2002 - June 2014
Dorsey & Whitney LLP March 2000 - November 2002
Skadden Arps 1991 - 2000
Education
New York University School of Law 1988 — 1991
JD, Law
New York University 1984 — 1988
BS, Business
Regulatory Counsel March 2015 - Present
W.P. Stewart December 2002 - June 2014
Dorsey & Whitney LLP March 2000 - November 2002
Skadden Arps 1991 - 2000
Education
New York University School of Law 1988 — 1991
JD, Law
New York University 1984 — 1988
BS, Business
Heath Bogin's W.P. Stewart Experience May 2010 - May 2011
Job
Industry Investment Management
Experience
Surveyor Capital May 2011 - Present
W.P. Stewart May 2010 - May 2011
AllianceBernstein December 2001 - November 2009
Arthur Andersen September 1999 - May 2001
Skills
Investments, Financial Analysis, Business Analysis, Business Strategy, Financial Modeling, Equity Valuation, Stock Picking, Market Neutral, Angel Investing, Growth Capital, Market Research, Quantitative Analysis
Education
Emory University - Goizueta Business School 1995 — 1999
BA, Accounting
Surveyor Capital May 2011 - Present
W.P. Stewart May 2010 - May 2011
AllianceBernstein December 2001 - November 2009
Arthur Andersen September 1999 - May 2001
Skills
Investments, Financial Analysis, Business Analysis, Business Strategy, Financial Modeling, Equity Valuation, Stock Picking, Market Neutral, Angel Investing, Growth Capital, Market Research, Quantitative Analysis
Education
Emory University - Goizueta Business School 1995 — 1999
BA, Accounting
Shannon Tyree Brown's W.P. Stewart Experience August 2003 - June 2007
Job Chief Operating Officer at Mittleman Brothers LLC
Industry Financial Services
Experience
Mittleman Brothers LLC September 2013 - Present
HS Management Partners, LLC May 2008 - April 2013
Fortress Investment Group June 2007 - December 2007
W.P. Stewart August 2003 - June 2007
JPMorgan Chase July 2000 - August 2003
Education
London Business School 2006 — 2008
MBA
Columbia University - Columbia Business School 2006 — 2008
MBA
Boston College 1996 — 2000
BS, Marketing
University of Sydney
Mittleman Brothers LLC September 2013 - Present
HS Management Partners, LLC May 2008 - April 2013
Fortress Investment Group June 2007 - December 2007
W.P. Stewart August 2003 - June 2007
JPMorgan Chase July 2000 - August 2003
Education
London Business School 2006 — 2008
MBA
Columbia University - Columbia Business School 2006 — 2008
MBA
Boston College 1996 — 2000
BS, Marketing
University of Sydney
Stuart Shillingford's W.P. Stewart Experience January 2000 - Present
Job CTO at W.P. Stewart
Industry Financial Services
Experience
Century21 Nature Isle Realty June 2009 - Present
W.P. Stewart January 2000 - Present
W.P. Stewart Asset Management 2000 - Present
Skills
Investments, Disaster Recovery, Asset Managment, Mergers, Change Management, Trading Systems, Portfolio Management, Equities, Business Strategy, Options, Financial Analysis, GLBA, Strategic Planning, IT Management, IT Operations Management, SDLC, Financial Risk, Fixed Income, Infrastructure Security, Infrastructure...
Education
Baruch College, City University of New York (CUNY)
Management Information Systems
Century21 Nature Isle Realty June 2009 - Present
W.P. Stewart January 2000 - Present
W.P. Stewart Asset Management 2000 - Present
Skills
Investments, Disaster Recovery, Asset Managment, Mergers, Change Management, Trading Systems, Portfolio Management, Equities, Business Strategy, Options, Financial Analysis, GLBA, Strategic Planning, IT Management, IT Operations Management, SDLC, Financial Risk, Fixed Income, Infrastructure Security, Infrastructure...
Education
Baruch College, City University of New York (CUNY)
Management Information Systems
Jill Valenti's W.P. Stewart Experience 1997 - 1998
Job Head Trader finished Garden Leave
Industry Financial Services
Experience
Garden Leave 2008 - Present
W.P. Stewart - Bermuda 2006 - 2007
Glenwood Securities Inc - New York, New York 1998 - 2006
W.P. Stewart 1997 - 1998
Europa Securities, LLC - New York, New York 1991 - 1997
Education
Union County College 1983 — 1985
Associates Degree, Business Management and Communications
Garden Leave 2008 - Present
W.P. Stewart - Bermuda 2006 - 2007
Glenwood Securities Inc - New York, New York 1998 - 2006
W.P. Stewart 1997 - 1998
Europa Securities, LLC - New York, New York 1991 - 1997
Education
Union County College 1983 — 1985
Associates Degree, Business Management and Communications
Michael Boulos, CFA, CAIA's W.P. Stewart Experience September 2002 - April 2006
Job Executive Director at JPMorgan Chase
Industry Investment Management
Experience
JPMorgan Chase September 2009 - Present
Morgan Stanley Smith Barney May 2006 - August 2009
W.P. Stewart September 2002 - April 2006
Skills
Fixed Income, Equities, Hedge Funds, Asset Managment, Alternative Investments, Mutual Funds, Series 7, Asset Management, Asset Allocation, Emerging Markets, Investments, Investment Research, Investment Management, Series 63, Bloomberg, Equity Research, Portfolio Management
Education
New York University 1997 — 2002
Bachelor's of Science, Neural Science, Economics, Psychology
Ms172
Way back
JPMorgan Chase September 2009 - Present
Morgan Stanley Smith Barney May 2006 - August 2009
W.P. Stewart September 2002 - April 2006
Skills
Fixed Income, Equities, Hedge Funds, Asset Managment, Alternative Investments, Mutual Funds, Series 7, Asset Management, Asset Allocation, Emerging Markets, Investments, Investment Research, Investment Management, Series 63, Bloomberg, Equity Research, Portfolio Management
Education
New York University 1997 — 2002
Bachelor's of Science, Neural Science, Economics, Psychology
Ms172
Way back
E. Glynn Valentine's W.P. Stewart Experience May 1998 - August 2001
Job E G Valentine/The Posh Shop
Industry Fine Art
Experience
E G Valentine & The Posh Shop January 2011 - Present
Capital Campaigns January 2007 - June 2008
K T McFarland for Senate September 2005 - September 2006
American Art Advisors January 2003 - September 2005
Sotheby's September 2001 - June 2002
W.P. Stewart May 1998 - August 2001
Whitman for Governor March 1997 - December 1997
Governor Christine Todd Whitman January 1994 - December 1997
People for Whitman January 1993 - December 1993
Tiffany & Co. May 1989 - September 1992
Skills
Public Relations, Auctions, Social Media Outreach, Art Appraisals, Customer Service, Publicity, Event Planning, Fundraising, Excel, Power Point, Art, Event Management, Blogging, Microsoft Excel, Microsoft Office, Fine Art, Antiques, Fashion, Social Media Marketing, Social Media, Public Speaking, Magazines, Marketing, Nonprofits
Education
Sotheby's Institute of Art 2001 — 2002
Certificate in American Fine and Decorative Art
University of Vermont 1984 — 1988
Bachelor of Arts, Political Science/European History
St. George's School, Newport, RI 1981 — 1984
High School
University of London 1983 — 1983
Internship with Member of Parliament, Politics
E G Valentine & The Posh Shop January 2011 - Present
Capital Campaigns January 2007 - June 2008
K T McFarland for Senate September 2005 - September 2006
American Art Advisors January 2003 - September 2005
Sotheby's September 2001 - June 2002
W.P. Stewart May 1998 - August 2001
Whitman for Governor March 1997 - December 1997
Governor Christine Todd Whitman January 1994 - December 1997
People for Whitman January 1993 - December 1993
Tiffany & Co. May 1989 - September 1992
Skills
Public Relations, Auctions, Social Media Outreach, Art Appraisals, Customer Service, Publicity, Event Planning, Fundraising, Excel, Power Point, Art, Event Management, Blogging, Microsoft Excel, Microsoft Office, Fine Art, Antiques, Fashion, Social Media Marketing, Social Media, Public Speaking, Magazines, Marketing, Nonprofits
Education
Sotheby's Institute of Art 2001 — 2002
Certificate in American Fine and Decorative Art
University of Vermont 1984 — 1988
Bachelor of Arts, Political Science/European History
St. George's School, Newport, RI 1981 — 1984
High School
University of London 1983 — 1983
Internship with Member of Parliament, Politics
Kachun Tam's W.P. Stewart Experience July 1999 - June 2010
Job Controller
Industry Accounting
Experience
Axion Healthcare Staffing August 2013 - June 2014
Imagetech Office Supplies June 2011 - June 2013
BNY Mellon April 2011 - June 2011
W.P. Stewart July 1999 - June 2010
W. P. Stewart & Co., Inc. February 1995 - June 1999
Fairchild Publications March 1993 - February 1995
Wenner Media November 1989 - March 1993
Skills
Financial Reporting, Financial Analysis, Forecasting, Budgeting, Investments, Accounting, Microsoft Office, Accounts Payable, Internal Controls, General Ledger, Accounts Receivable, Excel, SOX, Payroll, Financial Accounting, Reconciliation, Cash Management, Consolidation, Financial Modeling, Finance, Sarbanes-Oxley Act
Education
City University of New York-Brooklyn College 1987 — 1992
BS, Accounting
Axion Healthcare Staffing August 2013 - June 2014
Imagetech Office Supplies June 2011 - June 2013
BNY Mellon April 2011 - June 2011
W.P. Stewart July 1999 - June 2010
W. P. Stewart & Co., Inc. February 1995 - June 1999
Fairchild Publications March 1993 - February 1995
Wenner Media November 1989 - March 1993
Skills
Financial Reporting, Financial Analysis, Forecasting, Budgeting, Investments, Accounting, Microsoft Office, Accounts Payable, Internal Controls, General Ledger, Accounts Receivable, Excel, SOX, Payroll, Financial Accounting, Reconciliation, Cash Management, Consolidation, Financial Modeling, Finance, Sarbanes-Oxley Act
Education
City University of New York-Brooklyn College 1987 — 1992
BS, Accounting
Kathleen Ritchie's W.P. Stewart Experience October 1998 - January 2008
Job Director of Wealth Management CFP ®
Industry Financial Services
Experience
Drucker Wealth Management October 2009 - Present
W.P. Stewart October 1998 - January 2008
Skills
Licensed Life & Health..., Series 7, Series 63, Asset Allocation, Wealth Accumulation..., Multi-generational..., Asset Protection, Risk Assessment
Education
University of Maryland College Park
Bachelor of Science (BS), Development Economics
Drucker Wealth Management October 2009 - Present
W.P. Stewart October 1998 - January 2008
Skills
Licensed Life & Health..., Series 7, Series 63, Asset Allocation, Wealth Accumulation..., Multi-generational..., Asset Protection, Risk Assessment
Education
University of Maryland College Park
Bachelor of Science (BS), Development Economics
Nick DiChiara's W.P. Stewart Experience September 2002 - January 2014
Job EUT at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein January 2014 - Present
W.P. Stewart September 2002 - January 2014
Education
Hofstra University 1998 — 2002
Bachelor of Science (BS), BCIS
AllianceBernstein January 2014 - Present
W.P. Stewart September 2002 - January 2014
Education
Hofstra University 1998 — 2002
Bachelor of Science (BS), BCIS
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY