Wright Investors' Service
Industry: Corporate investment management company
DescriptionWright Investors' Service Holdings, Inc., formerly National Patent Development Corporation, is a United States company which is primarily a holding company. Headquarters: Mount Kisco, NY Founded: 1959 Subsidiaries: Hydron International Co., Ltd., NPDC Holdings, Inc.
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Wright Investors' Service Employees
Employee
Years
Job
Industry
Amy Sulzman Amy Sulzman's Wright Investors' Service Experience August 2007 - April 2008
Job Program Manager, Corporate & Community Engagement at Prudential Financial
Industry Financial Services
Experience
Prudential Financial February 2014 - Present
JPMorgan Chase November 2011 - December 2013
J.P. Morgan April 2008 - November 2011
Wright Investors' Service August 2007 - April 2008
Shakespeare Ventures January 2006 - May 2007
Skills
Program Management, Marketing, Recruiting, Editing, Spanish, Employee Benefits, Investments, Portfolio Management, Employee Engagement, Equities, Relationship Management, Philanthropy, Microsoft Excel, Project Management, Microsoft Office, Outlook, Financial Analysis, Leadership, Public Speaking, Social Media, Strategy, Event Planning, Management, Nonprofits
Education
Fairfield University 2003 — 2007
B.S, Bachelors, International Business & Spanish, 3.8/4.0 GPA - Magna Cum Laude
Pontificia Universidad Católica de Valparaíso 2005 — 2006
International Business & Spanish
Prudential Financial February 2014 - Present
JPMorgan Chase November 2011 - December 2013
J.P. Morgan April 2008 - November 2011
Wright Investors' Service August 2007 - April 2008
Shakespeare Ventures January 2006 - May 2007
Skills
Program Management, Marketing, Recruiting, Editing, Spanish, Employee Benefits, Investments, Portfolio Management, Employee Engagement, Equities, Relationship Management, Philanthropy, Microsoft Excel, Project Management, Microsoft Office, Outlook, Financial Analysis, Leadership, Public Speaking, Social Media, Strategy, Event Planning, Management, Nonprofits
Education
Fairfield University 2003 — 2007
B.S, Bachelors, International Business & Spanish, 3.8/4.0 GPA - Magna Cum Laude
Pontificia Universidad Católica de Valparaíso 2005 — 2006
International Business & Spanish
Chris Shultz, MBA Chris Shultz, MBA's Wright Investors' Service Experience October 1987 - April 1991
Job
Industry Entertainment
Experience
HARMAN International December 2014 - Present
Entegris April 2014 - December 2014
ATMI April 2012 - April 2014
ANN INC. April 2008 - March 2012
Xerox Corporation April 2005 - April 2008
Atlas Air Worldwide August 2003 - April 2005
MasterCard January 1997 - August 2003
Frontier Communications 1994 - 1997
GTE April 1991 - April 1994
Wright Investors' Service October 1987 - April 1991
Skills
Treasury, Capital Markets, Cash Management, Risk Management, Corporate Finance, Financial Analysis, Treasury Management, Finance, Sarbanes-Oxley Act, Cash Flow, Process Improvement, Portfolio Management, Banking Relationships, Financial Risk..., Accounting, Investments, Management, Leadership, Forecasting, Banking, Team Leadership, Financial Reporting, Internal Controls, Strategic Financial..., FX Hedging, Debt Management, Cash Flow Forecasting, Corporate Treasury, Treasury Systems, Banking Software, Strategy, Financial Planning, Insurance, Commercial Insurance, Treasury Management..., Continuous Process..., FX Options, Financial Modeling
Education
University of Bridgeport 1988 — 1991
Master's Degree, Finance
University of Bridgeport 1983 — 1987
Bachelor's Degree, Management, Finance and Industrial Relations
CT School Systems
HARMAN International December 2014 - Present
Entegris April 2014 - December 2014
ATMI April 2012 - April 2014
ANN INC. April 2008 - March 2012
Xerox Corporation April 2005 - April 2008
Atlas Air Worldwide August 2003 - April 2005
MasterCard January 1997 - August 2003
Frontier Communications 1994 - 1997
GTE April 1991 - April 1994
Wright Investors' Service October 1987 - April 1991
Skills
Treasury, Capital Markets, Cash Management, Risk Management, Corporate Finance, Financial Analysis, Treasury Management, Finance, Sarbanes-Oxley Act, Cash Flow, Process Improvement, Portfolio Management, Banking Relationships, Financial Risk..., Accounting, Investments, Management, Leadership, Forecasting, Banking, Team Leadership, Financial Reporting, Internal Controls, Strategic Financial..., FX Hedging, Debt Management, Cash Flow Forecasting, Corporate Treasury, Treasury Systems, Banking Software, Strategy, Financial Planning, Insurance, Commercial Insurance, Treasury Management..., Continuous Process..., FX Options, Financial Modeling
Education
University of Bridgeport 1988 — 1991
Master's Degree, Finance
University of Bridgeport 1983 — 1987
Bachelor's Degree, Management, Finance and Industrial Relations
CT School Systems
Robert G. Gambee's Wright Investors' Service Experience June 2010 - August 2010
Job Print Process Engineer
Industry Mechanical or Industrial Engineering
Experience
Formlabs July 2015 - Present
Learn America July 2013 - August 2013
Harris & Co. July 2011 - August 2011
Wright Investors' Service June 2010 - August 2010
Skills
Microsoft Office, Python, Java, C, COMSOL, Materials Studio, Matlab, Altera Quartus, Altera ModelSim, LaTeX
Education
Harvey Mudd College 2011 — 2015
Bachelor of Science (BS), Engineering, Cumulative GPA: 3.8
Hackley School 2001 — 2011
High School
Columbia University Summer High School Program 2010 — 2010
Columbia University Science Honors Program 2008 — 2010
Formlabs July 2015 - Present
Learn America July 2013 - August 2013
Harris & Co. July 2011 - August 2011
Wright Investors' Service June 2010 - August 2010
Skills
Microsoft Office, Python, Java, C, COMSOL, Materials Studio, Matlab, Altera Quartus, Altera ModelSim, LaTeX
Education
Harvey Mudd College 2011 — 2015
Bachelor of Science (BS), Engineering, Cumulative GPA: 3.8
Hackley School 2001 — 2011
High School
Columbia University Summer High School Program 2010 — 2010
Columbia University Science Honors Program 2008 — 2010
Andrew Burns Andrew Burns's Wright Investors' Service Experience May 2013 - August 2013
Job Analyst at MJX Asset Management LLC
Industry Financial Services
Experience
MJX Asset Management LLC July 2015 - Present
Soros Fund Management April 2014 - August 2014
Merrill Lynch March 2014 - April 2014
Wright Investors' Service May 2013 - August 2013
BurnsGroup May 2012 - August 2012
Patterson Golf Club May 2007 - September 2010
Skills
Bloomberg Terminal, Microsoft Excel, Morningstar, Investments, Microsoft Office, Microsoft Word, PowerPoint, Corporate Valuation, Group Work, Project Management
Education
Fordham University 2011 — 2015
Bachelor of Science in Finance, Concentration in Alternative Investments
MJX Asset Management LLC July 2015 - Present
Soros Fund Management April 2014 - August 2014
Merrill Lynch March 2014 - April 2014
Wright Investors' Service May 2013 - August 2013
BurnsGroup May 2012 - August 2012
Patterson Golf Club May 2007 - September 2010
Skills
Bloomberg Terminal, Microsoft Excel, Morningstar, Investments, Microsoft Office, Microsoft Word, PowerPoint, Corporate Valuation, Group Work, Project Management
Education
Fordham University 2011 — 2015
Bachelor of Science in Finance, Concentration in Alternative Investments
Saskia van Daalen Saskia van Daalen's Wright Investors' Service Experience June 2013 - August 2013
Job Account Executive at Yelp
Industry International Affairs
Experience
Yelp February 2015 - Present
Wright Investors' Service June 2013 - August 2013
Akris May 2013 - May 2013
SFA Marketing December 2012 - January 2013
MARR International GROUP August 2012 - September 2012
Assouline May 2012 - July 2012
Wright Investors' Service May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce.com, Axys, Perseus, Photoshop, Twitter, Marketing Strategy, Editing, Research, Customer Service, Facebook, Marketing, Social Media, Social Networking
Education
Trinity College-Hartford 2011 — 2014
Bachelor of Arts (B.A.), International/Global Studies
Trinity College in Paris, France 2012 — 2012
International/Global Studies
Weston High School 2006 — 2010
Yelp February 2015 - Present
Wright Investors' Service June 2013 - August 2013
Akris May 2013 - May 2013
SFA Marketing December 2012 - January 2013
MARR International GROUP August 2012 - September 2012
Assouline May 2012 - July 2012
Wright Investors' Service May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce.com, Axys, Perseus, Photoshop, Twitter, Marketing Strategy, Editing, Research, Customer Service, Facebook, Marketing, Social Media, Social Networking
Education
Trinity College-Hartford 2011 — 2014
Bachelor of Arts (B.A.), International/Global Studies
Trinity College in Paris, France 2012 — 2012
International/Global Studies
Weston High School 2006 — 2010
Jeffrey Fortier Jeffrey Fortier's Wright Investors' Service Experience January 1998 - September 2000
Job Managing Director at Private Capital Management LLC
Industry Investment Management
Experience
Private Capital Management LLC June 2006 - Present
Private Capital Management LLC October 2000 - May 2006
Wright Investors Service January 1998 - September 2000
Skills
Portfolio Management, Wealth Management, Equities, Asset Allocation, Investments, Hedge Funds, Asset Management, Alternative Investments, Valuation, Management, Fixed Income, Mutual Funds, Investment Strategies, Financial Markets, Investment Management, Finance, Bloomberg, Series 7, Risk Management
Education
Sacred Heart University 1993 — 1997
Bachelor of Science (BS), Finance
Private Capital Management LLC June 2006 - Present
Private Capital Management LLC October 2000 - May 2006
Wright Investors Service January 1998 - September 2000
Skills
Portfolio Management, Wealth Management, Equities, Asset Allocation, Investments, Hedge Funds, Asset Management, Alternative Investments, Valuation, Management, Fixed Income, Mutual Funds, Investment Strategies, Financial Markets, Investment Management, Finance, Bloomberg, Series 7, Risk Management
Education
Sacred Heart University 1993 — 1997
Bachelor of Science (BS), Finance
Robert Minatti Robert Minatti's Wright Investors' Service Experience November 1986 - October 2003
Job Pension Fund Management at State of Connecticut
Industry Investment Management
Experience
State of Connecticut June 2014 - Present
Trust Company of Connecticut 2010 - 2013
Connecticut Investment Management November 2003 - October 2010
Wright Investors' Service November 1986 - October 2003
Skills
Asset Management, Investment Strategies, Investments, Bloomberg, Fixed Income, Mutual Funds, Equity Research, Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Asset Allocation, Bloomberg Terminal, Hedge Funds, Equities, Investment Management, Capital Markets, Derivatives, Management, Bonds, Securities
Education
Northeastern University 1979 — 1984
Bachelors of Science, Finance
State of Connecticut June 2014 - Present
Trust Company of Connecticut 2010 - 2013
Connecticut Investment Management November 2003 - October 2010
Wright Investors' Service November 1986 - October 2003
Skills
Asset Management, Investment Strategies, Investments, Bloomberg, Fixed Income, Mutual Funds, Equity Research, Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Asset Allocation, Bloomberg Terminal, Hedge Funds, Equities, Investment Management, Capital Markets, Derivatives, Management, Bonds, Securities
Education
Northeastern University 1979 — 1984
Bachelors of Science, Finance
Lyn McCabe Lyn McCabe's Wright Investors' Service Experience August 2014 - Present
Job Portfolio Administrator at Wright Investors' Service
Industry Investment Management
Experience
Wright Investors' Service August 2014 - Present
Northwestern Mutual April 2013 - August 2014
Newgate Capital Management LLC May 2006 - May 2012
Asset International June 2003 - December 2005
Skills
Series 7, Series 66, Trading, Equities, Asset Management, Wealth Management, Bloomberg, Hedge Funds, Fixed Income, Options
Education
Fordham University 1996 — 1999
BA
Wright Investors' Service August 2014 - Present
Northwestern Mutual April 2013 - August 2014
Newgate Capital Management LLC May 2006 - May 2012
Asset International June 2003 - December 2005
Skills
Series 7, Series 66, Trading, Equities, Asset Management, Wealth Management, Bloomberg, Hedge Funds, Fixed Income, Options
Education
Fordham University 1996 — 1999
BA
George Mellman, CFA, CIPM, FRM, CFP George Mellman, CFA, CIPM, FRM, CFP's Wright Investors' Service Experience 1997 - 1998
Job Wealth Management Consultant at Northwestern Mutual
Industry Financial Services
Experience
Fidelity Investments 1998 - 2013
Wright Investors Service 1997 - 1998
Northeastern University and Sacred Heart University 1990 - 1998
GSM Financial Solutions 1987 - 1997
Merrill Lynch Capital Markets 1985 - 1987
International Data Corp. 1984 - 1985
Data Resources, Inc. (now part of Global Insight) 1982 - 1984
Skills
Investments, Asset Allocation, Asset Managment, Financial Modeling, Data Analysis, Portfolio Performance..., Investment Research, Investment Consulting, DC and DB Retirement..., Institutional Sales, Client Service Oriented, Consulting
Education
Carnegie Mellon University - Tepper School of Business 1980 — 1982
MBA, Finance
Boston University 1978 — 1980
BA, Economics and Mathematics
Fidelity Investments 1998 - 2013
Wright Investors Service 1997 - 1998
Northeastern University and Sacred Heart University 1990 - 1998
GSM Financial Solutions 1987 - 1997
Merrill Lynch Capital Markets 1985 - 1987
International Data Corp. 1984 - 1985
Data Resources, Inc. (now part of Global Insight) 1982 - 1984
Skills
Investments, Asset Allocation, Asset Managment, Financial Modeling, Data Analysis, Portfolio Performance..., Investment Research, Investment Consulting, DC and DB Retirement..., Institutional Sales, Client Service Oriented, Consulting
Education
Carnegie Mellon University - Tepper School of Business 1980 — 1982
MBA, Finance
Boston University 1978 — 1980
BA, Economics and Mathematics
Robert M. Braun, CFA Robert M. Braun, CFA's Wright Investors' Service Experience 1987 - 1993
Job Principal at Braun Research Consulting
Industry Financial Services
Experience
Braun Research Co May 2011 - Present
Midwood Securities February 2003 - February 2011
Thomson Financial August 1994 - January 2003
Wright Investors' Service 1987 - 1993
David Lerner Associates 1986 - 1987
Skills
Equities, Financial Markets, Equity Research, Negotiation, Asset Management, Customer Relations, Sales Management, Capital Markets, Consultative Selling, Account Management, Market Data, Contract Negotiation, Hedge Funds, Investments, Fixed Income, Securities, Mutual Funds, Finance, Management, Alternative Investments, Asset Allocation, Start-ups, Portfolio Management, Trading, Venture Capital, Financial Modeling, Financial Services, Leadership, Private Equity, Financial Analysis, Commodity, Derivatives, Strategy, Business Strategy, Risk Management, Valuation, Investment Management, Trading Systems, Analysis
Education
University of Cincinnati 1971 — 1972
MSc, Mechanical Engineering
Braun Research Co May 2011 - Present
Midwood Securities February 2003 - February 2011
Thomson Financial August 1994 - January 2003
Wright Investors' Service 1987 - 1993
David Lerner Associates 1986 - 1987
Skills
Equities, Financial Markets, Equity Research, Negotiation, Asset Management, Customer Relations, Sales Management, Capital Markets, Consultative Selling, Account Management, Market Data, Contract Negotiation, Hedge Funds, Investments, Fixed Income, Securities, Mutual Funds, Finance, Management, Alternative Investments, Asset Allocation, Start-ups, Portfolio Management, Trading, Venture Capital, Financial Modeling, Financial Services, Leadership, Private Equity, Financial Analysis, Commodity, Derivatives, Strategy, Business Strategy, Risk Management, Valuation, Investment Management, Trading Systems, Analysis
Education
University of Cincinnati 1971 — 1972
MSc, Mechanical Engineering
Thomas Hackett's Wright Investors' Service Experience August 2014 - January 2015
Job Student at University of Bridgeport
Industry International Trade and Development
Experience
Ascendant Compliance Management February 2015 - Present
Civil Tech February 2005 - Present
Wright Investors' Service August 2014 - January 2015
Children's Museum Jordan June 2014 - July 2014
Fieldstone Marketing-Provided product samples, coupons, informational brochures, and other Set up a May 2007 - September 2007
Skills
Conversational Chinese, Proficient in Excel, Proficient in Photoshop, Public Speaking, Sales
Education
University of Bridgeport 2013 — 2015
Bachelor of Science (BS), International Business
Princess Somaiya University 2014 — 2014
Arabic Language and Politics
Nanjing University 2011 — 2011
Chinese Language, Culture and Politics
Naugatuck Valley Community College 2007 — 2009
Associate's Degree, Communication, General
Ascendant Compliance Management February 2015 - Present
Civil Tech February 2005 - Present
Wright Investors' Service August 2014 - January 2015
Children's Museum Jordan June 2014 - July 2014
Fieldstone Marketing-Provided product samples, coupons, informational brochures, and other Set up a May 2007 - September 2007
Skills
Conversational Chinese, Proficient in Excel, Proficient in Photoshop, Public Speaking, Sales
Education
University of Bridgeport 2013 — 2015
Bachelor of Science (BS), International Business
Princess Somaiya University 2014 — 2014
Arabic Language and Politics
Nanjing University 2011 — 2011
Chinese Language, Culture and Politics
Naugatuck Valley Community College 2007 — 2009
Associate's Degree, Communication, General
Robert Recine's Wright Investors' Service Experience May 2013 - August 2014
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2015 - Present
Morgan Stanley October 2014 - January 2015
Wright Investors' Service May 2013 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Microsoft Office, Teamwork, Outlook, Access, Time Management, Facebook, Social Media, Customer Service, Leadership, Social Networking, SPSS, Research, Public Speaking, Event Planning, Team Leadership, Data Analysis
Education
Quinnipiac University - School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Guggenheim Partners July 2015 - Present
Morgan Stanley October 2014 - January 2015
Wright Investors' Service May 2013 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Microsoft Office, Teamwork, Outlook, Access, Time Management, Facebook, Social Media, Customer Service, Leadership, Social Networking, SPSS, Research, Public Speaking, Event Planning, Team Leadership, Data Analysis
Education
Quinnipiac University - School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Susan Kiely, MBA, PMP Susan Kiely, MBA, PMP's Wright Investors' Service Experience 1994 - 1995
Job Site Manager at ByLight Professional IT Services, Inc
Industry Information Technology and Services
Experience
ByLight Professional IT Services, Inc August 2015 - Present
BAYM - Bridgeport Area Youth Ministry, INC December 2014 - April 2015
Yale University July 2012 - February 2014
PC's Don't Byte November 2011 - December 2012
The Osborn June 1999 - February 2011
GE Capital 1998 - 1999
Physicians Health Services April 1998 - July 1998
GE Capital February 1998 - April 1998
Citizen's Utilities 1995 - 1998
Wright Investor's Service 1994 - 1995
Skills
Troubleshooting, Windows, Customer Relations, Problem Solving, Vendor Management, Administration, System Administration, Customer Service, TCP/IP, Technical Support, Project Management, Motivation, Leadership, ITIL, Servers, Strategic Planning, Microsoft Exchange, Team Building, Business Analysis, Management, Hardware, Operating Systems, Security, Training, Citrix, Software Installation, MS Project, Switches, Software Documentation, Visio, Budgets, Disaster Recovery, IT Management, Help Desk Support, Integration, Active Directory, Information Technology, SharePoint, Windows 7, Data Center, Access, IT Service Management, IT Strategy
Education
Platform to Employment (P2E) 2014 — 2014
Career Development Course
University of Connecticut-Stamford
Project Management
Sacred Heart University
M.B.A., Business Administration and Management, General
Sacred Heart University
Certificate - Data Processing, Information Technology
Stonehill College 1969 — 1973
B.A., Sociology
St. Joseph's High School
St. Teresa 1961 — 1969
ByLight Professional IT Services, Inc August 2015 - Present
BAYM - Bridgeport Area Youth Ministry, INC December 2014 - April 2015
Yale University July 2012 - February 2014
PC's Don't Byte November 2011 - December 2012
The Osborn June 1999 - February 2011
GE Capital 1998 - 1999
Physicians Health Services April 1998 - July 1998
GE Capital February 1998 - April 1998
Citizen's Utilities 1995 - 1998
Wright Investor's Service 1994 - 1995
Skills
Troubleshooting, Windows, Customer Relations, Problem Solving, Vendor Management, Administration, System Administration, Customer Service, TCP/IP, Technical Support, Project Management, Motivation, Leadership, ITIL, Servers, Strategic Planning, Microsoft Exchange, Team Building, Business Analysis, Management, Hardware, Operating Systems, Security, Training, Citrix, Software Installation, MS Project, Switches, Software Documentation, Visio, Budgets, Disaster Recovery, IT Management, Help Desk Support, Integration, Active Directory, Information Technology, SharePoint, Windows 7, Data Center, Access, IT Service Management, IT Strategy
Education
Platform to Employment (P2E) 2014 — 2014
Career Development Course
University of Connecticut-Stamford
Project Management
Sacred Heart University
M.B.A., Business Administration and Management, General
Sacred Heart University
Certificate - Data Processing, Information Technology
Stonehill College 1969 — 1973
B.A., Sociology
St. Joseph's High School
St. Teresa 1961 — 1969
JAY TYLER JAY TYLER's Wright Investors' Service Experience August 1996 - December 1999
Job PRINCIPAL OF ERJARY LLC
Industry Financial Services
Experience
ERJARY LLC October 2012 - Present
Gilford Securities June 2011 - December 2011
Capital One May 2008 - May 2011
New York Community Bank January 2008 - May 2008
Essex National Securities, LLC May 2002 - January 2008
Tyler & Partners LLC October 2000 - May 2002
Wright Investors' Service August 1996 - December 1999
Alliance Capital Management February 1992 - December 1995
Wright Investors' Service January 1990 - February 1992
Bridgeport Asset Management Inc. January 1988 - January 1990
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Strategic Financial..., Risk Management, Banking, Wealth Management, Financial Services, Financial Risk, Equities, Valuation, Fixed Income, Asset Management, Mutual Funds, Retirement Planning, Capital Markets, Credit, Finance, Corporate Finance, Derivatives, Securities, Credit Risk, Financial Planning
Education
Heidelberg College 1971 — 1975
BS, Mathematics
ERJARY LLC October 2012 - Present
Gilford Securities June 2011 - December 2011
Capital One May 2008 - May 2011
New York Community Bank January 2008 - May 2008
Essex National Securities, LLC May 2002 - January 2008
Tyler & Partners LLC October 2000 - May 2002
Wright Investors' Service August 1996 - December 1999
Alliance Capital Management February 1992 - December 1995
Wright Investors' Service January 1990 - February 1992
Bridgeport Asset Management Inc. January 1988 - January 1990
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Strategic Financial..., Risk Management, Banking, Wealth Management, Financial Services, Financial Risk, Equities, Valuation, Fixed Income, Asset Management, Mutual Funds, Retirement Planning, Capital Markets, Credit, Finance, Corporate Finance, Derivatives, Securities, Credit Risk, Financial Planning
Education
Heidelberg College 1971 — 1975
BS, Mathematics
Sara Matolcsy Sara Matolcsy's Wright Investors' Service Experience September 1986 - August 2001
Job
Industry Wine and Spirits
Experience
Etyeki Kúria Winery August 2001 - Present
Wright Investors' Service September 1986 - August 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
The University of Connecticut School of Business 1984 — 1986
Master of Business Administration (MBA), International Business
Fairfield University 1980 — 1983
Bachelor of Science (BS), Marketing
Etyeki Kúria Winery August 2001 - Present
Wright Investors' Service September 1986 - August 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
The University of Connecticut School of Business 1984 — 1986
Master of Business Administration (MBA), International Business
Fairfield University 1980 — 1983
Bachelor of Science (BS), Marketing
Aziz Seyal Aziz Seyal's Wright Investors' Service Experience January 1986 - February 2001
Job Vice President Sales at William Raveis Real Estate & Home Services
Industry Real Estate
Experience
William Raveis Real Estate & Home Services May 2005 - Present
Century 21 AAA March 1995 - April 2005
Wright Investors' Service January 1986 - February 2001
Skills
Investment Properties, First Time Home Buyers, Condos, Short Sales, Real Estate, Investors, Single Family Homes, Commercial Real Estate, Rentals, REO, Relocation, Referrals, Waterfront, New Homes, Selling, Sellers, Luxury, New Home Sales, Resellers, Seniors, Foreclosures, 1031 Exchanges, Real Estate Transactions, Residential Homes, Property, Construction, Buyers, FHA, Real Estate Financing, Investments, Leases, Relocation Buyers, Home Staging, Appraisals, Real Estate Development, e-PRO, Buyer Representation, Council of Residential..., Real Property, Corporate Relocation, Real Estate Economics, Listings, Vacation Homes, Sales
Education
University of Bridgeport 1987 — 1993
MBA, Finance, Marketing & Accounting
Bahauddin Zakariya University 1980 — 1982
Bachelor of Laws (LL.B.), Attorney
William Raveis Real Estate & Home Services May 2005 - Present
Century 21 AAA March 1995 - April 2005
Wright Investors' Service January 1986 - February 2001
Skills
Investment Properties, First Time Home Buyers, Condos, Short Sales, Real Estate, Investors, Single Family Homes, Commercial Real Estate, Rentals, REO, Relocation, Referrals, Waterfront, New Homes, Selling, Sellers, Luxury, New Home Sales, Resellers, Seniors, Foreclosures, 1031 Exchanges, Real Estate Transactions, Residential Homes, Property, Construction, Buyers, FHA, Real Estate Financing, Investments, Leases, Relocation Buyers, Home Staging, Appraisals, Real Estate Development, e-PRO, Buyer Representation, Council of Residential..., Real Property, Corporate Relocation, Real Estate Economics, Listings, Vacation Homes, Sales
Education
University of Bridgeport 1987 — 1993
MBA, Finance, Marketing & Accounting
Bahauddin Zakariya University 1980 — 1982
Bachelor of Laws (LL.B.), Attorney
Rebecca Goletz's Wright Investors' Service Experience December 2011 - March 2013
Job Marketing Operations Program Manager at Xerox
Industry Information Technology and Services
Experience
Xerox July 2015 - Present
AIG March 2013 - July 2015
Wright Investors' Service December 2011 - March 2013
Wright Investors' Service May 2011 - December 2011
Skills
Microsoft Excel, Marketing Strategy, Microsoft Word, SPSS, Market Research, Social Media, Event Planning, Social Media Marketing, PowerPoint, Research, Marketing, Microsoft Office, Marketing Research, Event Management
Education
University of New Haven 2010 — 2012
Master of Business Administration (M.B.A.), Marketing
University of Vermont 2005 — 2009
Bachelors of Science
Brookfield High School
Xerox July 2015 - Present
AIG March 2013 - July 2015
Wright Investors' Service December 2011 - March 2013
Wright Investors' Service May 2011 - December 2011
Skills
Microsoft Excel, Marketing Strategy, Microsoft Word, SPSS, Market Research, Social Media, Event Planning, Social Media Marketing, PowerPoint, Research, Marketing, Microsoft Office, Marketing Research, Event Management
Education
University of New Haven 2010 — 2012
Master of Business Administration (M.B.A.), Marketing
University of Vermont 2005 — 2009
Bachelors of Science
Brookfield High School
Alexa Wilansky's Wright Investors' Service Experience 2013 - August 2013
Job Account Executive at Seven Hills Global
Industry Public Relations and Communications
Experience
Seven Hills Global May 2015 - Present
Autumn PR February 2014 - April 2015
ElleCo May 2012 - January 2014
Wright Investors' Service 2013 - August 2013
Ed on Campus February 2013 - May 2013
HerCampus February 2012 - May 2013
Stella & Dot December 2011 - January 2013
The Pink Slip 2013 - 2013
University of Massachusetts, Amherst Daily Collegian September 2011 - September 2012
Bisnow May 2012 - August 2012
Skills
Blogging, Social Media, Organization, Writing, Editorial, Storytelling, Public Relations, Microsoft Office, Event Planning, Organizational Design, Managerial Skills, Strategic Design, Editing, Flexible Working, Hard Worker, Professional Services, Creative Direction, Creative Strategy, Strategic Financial..., Retail, Journalism, Social Networking, Google Webmaster Tools, Google Apps, Thought Leadership, Strategic Planning, Project Management, Video Editing, Video, Podcasting, Video Podcasts, Fashion, Marketing, Microsoft Word, Microsoft Excel, PowerPoint, Google Docs, Facebook, Social Media Marketing, WordPress, Newsletters, Press Releases, Research, Public Speaking, Leadership, AP Style, Sales, CisionPoint, Quantcast, Who Represents
Education
Université Paul Valéry (Montpellier III) 2013 — 2014
Bachelor of Arts (B.A.), French Language and Literature
Amherst College 2013 — 2013
Bachelor of Arts (BA), Film/Cinema/Video Studies
University of Massachusetts, Amherst 2010 — 2013
B.A, Journalism, French
Seven Hills Global May 2015 - Present
Autumn PR February 2014 - April 2015
ElleCo May 2012 - January 2014
Wright Investors' Service 2013 - August 2013
Ed on Campus February 2013 - May 2013
HerCampus February 2012 - May 2013
Stella & Dot December 2011 - January 2013
The Pink Slip 2013 - 2013
University of Massachusetts, Amherst Daily Collegian September 2011 - September 2012
Bisnow May 2012 - August 2012
Skills
Blogging, Social Media, Organization, Writing, Editorial, Storytelling, Public Relations, Microsoft Office, Event Planning, Organizational Design, Managerial Skills, Strategic Design, Editing, Flexible Working, Hard Worker, Professional Services, Creative Direction, Creative Strategy, Strategic Financial..., Retail, Journalism, Social Networking, Google Webmaster Tools, Google Apps, Thought Leadership, Strategic Planning, Project Management, Video Editing, Video, Podcasting, Video Podcasts, Fashion, Marketing, Microsoft Word, Microsoft Excel, PowerPoint, Google Docs, Facebook, Social Media Marketing, WordPress, Newsletters, Press Releases, Research, Public Speaking, Leadership, AP Style, Sales, CisionPoint, Quantcast, Who Represents
Education
Université Paul Valéry (Montpellier III) 2013 — 2014
Bachelor of Arts (B.A.), French Language and Literature
Amherst College 2013 — 2013
Bachelor of Arts (BA), Film/Cinema/Video Studies
University of Massachusetts, Amherst 2010 — 2013
B.A, Journalism, French
Thomas Stolarski's Wright Investors' Service Experience June 2012 - December 2012
Job Associate, Business Development at LogicSource, Inc.
Industry
Experience
LogicSource, Inc. November 2014 - Present
LogicSource, Inc. June 2013 - August 2013
Wright Investors' Service June 2012 - December 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Economics
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Economics
LogicSource, Inc. November 2014 - Present
LogicSource, Inc. June 2013 - August 2013
Wright Investors' Service June 2012 - December 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Economics
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Economics
Roger Maude, CTFA Roger Maude, CTFA's Wright Investors' Service Experience June 2013 - Present
Job VP at Wright Investors' Service
Industry Banking
Experience
Wright Investors' Service June 2013 - Present
Fairfield County Bank January 2004 - November 2012
Wachovia / First Union April 1997 - December 2003
Bank of Boston 1994 - 1997
California Federal Bank 1991 - 1994
Society For Savings 1985 - 1990
Skills
FINRA Series 65, CTFA
Education
Southeastern Trust School at Campbell University 2014 — 2014
Federal Compliance School - Center For Financial Training 2012 — 2012
Stonier National Graduate School of Banking 2009 — 2011
CT School of Finance - CBA 1989 — 1991
University of Bridgeport 1981 — 1984
BS, Finance
Trumbull High School 1976 — 1980
Wright Investors' Service June 2013 - Present
Fairfield County Bank January 2004 - November 2012
Wachovia / First Union April 1997 - December 2003
Bank of Boston 1994 - 1997
California Federal Bank 1991 - 1994
Society For Savings 1985 - 1990
Skills
FINRA Series 65, CTFA
Education
Southeastern Trust School at Campbell University 2014 — 2014
Federal Compliance School - Center For Financial Training 2012 — 2012
Stonier National Graduate School of Banking 2009 — 2011
CT School of Finance - CBA 1989 — 1991
University of Bridgeport 1981 — 1984
BS, Finance
Trumbull High School 1976 — 1980
Sandy Molinari Sandy Molinari's Wright Investors' Service Experience August 2009 - July 2011
Job Senior Counsel
Industry Law Practice
Experience
Constituency Management Group July 2011 - Present
Wright Investors Service August 2009 - July 2011
Kelley Drye & Warren LLP September 2008 - July 2009
Kelley Drye & Warren LLP May 2007 - August 2007
Jeffers Cowherd September 2004 - May 2007
Skills
Corporate Law, Intellectual Property, Entertainment Law, Contract Negotiation, Transactional Law, Licensing
Education
The University of Connecticut School of Law 2005 — 2008
J.D.
Fairfield University 2000 — 2004
B.A., Political Science
Constituency Management Group July 2011 - Present
Wright Investors Service August 2009 - July 2011
Kelley Drye & Warren LLP September 2008 - July 2009
Kelley Drye & Warren LLP May 2007 - August 2007
Jeffers Cowherd September 2004 - May 2007
Skills
Corporate Law, Intellectual Property, Entertainment Law, Contract Negotiation, Transactional Law, Licensing
Education
The University of Connecticut School of Law 2005 — 2008
J.D.
Fairfield University 2000 — 2004
B.A., Political Science
David Dupuis David Dupuis's Wright Investors' Service Experience January 1999 - May 2003
Job Project manager at Cherry Hill Construction
Industry Construction
Experience
Cherry Hill Construction March 2009 - Present
Wright Investors' Service January 1999 - May 2003
Education
Southern Connecticut State University 1982 — 1987
BS, Economics
Cherry Hill Construction March 2009 - Present
Wright Investors' Service January 1999 - May 2003
Education
Southern Connecticut State University 1982 — 1987
BS, Economics
John F. Connolly's Wright Investors' Service Experience September 2009 - Present
Job
Industry Investment Management
Experience
Wright Investors' Service September 2009 - Present
Wright Investors' Service June 1991 - June 2003
CMP, Inc. September 1982 - September 1985
Skills
Mutual Funds, Program Management, Asset Managment, Securities, Investment Management, Asset Allocation, Fixed Income, Equities, Financial Services, Banking, Alternative Investments, Portfolio Management, Series 63, Wealth Management, Investments, Bonds, Strategic Financial..., Financial Analysis, 401k, Investment Advisory, Investment Strategies, Financial Planners, Retirement Planning, Retirement
Education
The Ohio State University 1963 — 1968
Bachelor of Science (B.S.)
University of Bridgeport 1973 — 1974
MBA
Wright Investors' Service September 2009 - Present
Wright Investors' Service June 1991 - June 2003
CMP, Inc. September 1982 - September 1985
Skills
Mutual Funds, Program Management, Asset Managment, Securities, Investment Management, Asset Allocation, Fixed Income, Equities, Financial Services, Banking, Alternative Investments, Portfolio Management, Series 63, Wealth Management, Investments, Bonds, Strategic Financial..., Financial Analysis, 401k, Investment Advisory, Investment Strategies, Financial Planners, Retirement Planning, Retirement
Education
The Ohio State University 1963 — 1968
Bachelor of Science (B.S.)
University of Bridgeport 1973 — 1974
MBA
Michael Garuti's Wright Investors' Service Experience 1997 - 2000
Job Sr. Software Developer at First New York Securities
Industry Financial Services
Experience
First New York Securities 2012 - Present
Phoenix Partners Group November 2009 - January 2012
Pequot Capital Management, Inc. April 2000 - August 2009
Wright Investors Service 1997 - 2000
Education
Roger Williams University 1987 — 1991
First New York Securities 2012 - Present
Phoenix Partners Group November 2009 - January 2012
Pequot Capital Management, Inc. April 2000 - August 2009
Wright Investors Service 1997 - 2000
Education
Roger Williams University 1987 — 1991
Daniel Forgie's Wright Investors' Service Experience June 2002 - July 2004
Job Portfolio Manager at Nikko Asset Management
Industry Investment Management
Experience
Nikko Asset Management October 2006 - Present
Citigroup 2004 - 2006
Wright Investors' Service June 2002 - July 2004
Cohane Rafferty Securities, Inc 1992 - 1999
Skills
Asset Management, Portfolio Management, Hedge Funds, Bloomberg, Equities, Equity Research, Investments, Asset Allocation, Alternative Investments, Oil & Gas Industry, Investment Management, Investment Strategies, Fixed Income, Capital Markets, Financial Modeling, Valuation, Securities, Financial Analysis, Private Equity, Mutual Funds, Derivatives, Financial Markets
Education
The University of Connecticut School of Business 2000 — 2002
MBA, Finance, General
Fairfield University 1989 — 1993
BA, Economics
Nikko Asset Management October 2006 - Present
Citigroup 2004 - 2006
Wright Investors' Service June 2002 - July 2004
Cohane Rafferty Securities, Inc 1992 - 1999
Skills
Asset Management, Portfolio Management, Hedge Funds, Bloomberg, Equities, Equity Research, Investments, Asset Allocation, Alternative Investments, Oil & Gas Industry, Investment Management, Investment Strategies, Fixed Income, Capital Markets, Financial Modeling, Valuation, Securities, Financial Analysis, Private Equity, Mutual Funds, Derivatives, Financial Markets
Education
The University of Connecticut School of Business 2000 — 2002
MBA, Finance, General
Fairfield University 1989 — 1993
BA, Economics
John F. Connolly's Wright Investors' Service Experience October 1985 - Present
Job Senior Vice President at Wright Investors' Service
Industry Financial Services
Experience
Wright Investors' Service October 1985 - Present
CMP Inc. September 1982 - September 1985
Incom International September 1978 - September 1982
Rockwell International August 1970 - September 1982
Education
The University of Bridgeport 1970 — 1972
MBA, Finance and Marketing
The Ohio State University 1963 — 1968
BS, Industrial Engineering
Wright Investors' Service October 1985 - Present
CMP Inc. September 1982 - September 1985
Incom International September 1978 - September 1982
Rockwell International August 1970 - September 1982
Education
The University of Bridgeport 1970 — 1972
MBA, Finance and Marketing
The Ohio State University 1963 — 1968
BS, Industrial Engineering
Amit S. Khandwala's Wright Investors' Service Experience December 2014 - Present
Job CoPresident & Chief Investment Officer Equities at Wright Investors' Service
Industry Investment Management
Experience
Wright Investors' Service December 2014 - Present
Wright Investors' Service 1986 - Present
Skills
Investments, Asset Management, Equities, Bloomberg, Alternative Investments, Asset Allocation, Portfolio Management, Securities, Investment Management, Mutual Funds, Investment Strategies, Wealth Management, Equity Research, ETFs, Financial Services, Financial Analysis, Investment Advisory, Valuation, Finance, Strategic Financial..., Retirement Planning, Quantitative Finance, Economics
Education
St. Xavier's Boys Academy
Sydenham College
BCom, Economics, Accounting and Computers
University of Hartford
MBA
Wright Investors' Service December 2014 - Present
Wright Investors' Service 1986 - Present
Skills
Investments, Asset Management, Equities, Bloomberg, Alternative Investments, Asset Allocation, Portfolio Management, Securities, Investment Management, Mutual Funds, Investment Strategies, Wealth Management, Equity Research, ETFs, Financial Services, Financial Analysis, Investment Advisory, Valuation, Finance, Strategic Financial..., Retirement Planning, Quantitative Finance, Economics
Education
St. Xavier's Boys Academy
Sydenham College
BCom, Economics, Accounting and Computers
University of Hartford
MBA
Amanda Gershon's Wright Investors' Service Experience July 2005 - July 2013
Job Director of Operations
Industry Investment Management
Experience
An asset management firm July 2013 - Present
Wright Investors' Service July 2005 - July 2013
MONTLICK & ASSOCIATES, Attorneys at Law 2003 - 2004
Skills
Asset Management, Securities, Portfolio Management
Education
University of Connecticut 2007 — 2013
Master of Business Administration (MBA), Finance, 4.11
Rensselaer Polytechnic Institute 1998 — 2003
Chemical Engineering & Management
An asset management firm July 2013 - Present
Wright Investors' Service July 2005 - July 2013
MONTLICK & ASSOCIATES, Attorneys at Law 2003 - 2004
Skills
Asset Management, Securities, Portfolio Management
Education
University of Connecticut 2007 — 2013
Master of Business Administration (MBA), Finance, 4.11
Rensselaer Polytechnic Institute 1998 — 2003
Chemical Engineering & Management
Jay Avitable's Wright Investors' Service Experience 2006 - Present
Job Chief Information Officer at Wright Investors Service
Industry Financial Services
Experience
Wright Investors Service 2006 - Present
Independent Investment Advisor November 1983 - Present
Education
University of New Haven 1978 — 1982
BS, Business / Data Processing
Wright Investors Service 2006 - Present
Independent Investment Advisor November 1983 - Present
Education
University of New Haven 1978 — 1982
BS, Business / Data Processing
Doug Langen, CFP®'s Wright Investors' Service Experience May 1999 - February 2007
Job INSURANCE & FINANCIAL PLANNING
Industry Insurance
Experience
Nationwide Insurance November 2011 - Present
STAR Wealth Management February 2007 - October 2011
Wright Investors' Service May 1999 - February 2007
Skills
Estate Planning, Securities, Risk Management, Financial Analysis, Real Estate, Portfolio Management, Asset Managment, Strategic Financial..., Contract Negotiation, Sales Management, Banking, Negotiation, Strategic Planning, Underwriting, Insurance, New Business Development, Business Planning, Mutual Funds, Finance, Commercial Lending, Retirement, Mergers & Acquisitions, Leadership, Loans, Investments, Credit Analysis, Credit, Financial Services, Financial Planning
Education
Purdue University - Krannert School of Management 1986 — 1990
BS, Management/Business
Nationwide Insurance November 2011 - Present
STAR Wealth Management February 2007 - October 2011
Wright Investors' Service May 1999 - February 2007
Skills
Estate Planning, Securities, Risk Management, Financial Analysis, Real Estate, Portfolio Management, Asset Managment, Strategic Financial..., Contract Negotiation, Sales Management, Banking, Negotiation, Strategic Planning, Underwriting, Insurance, New Business Development, Business Planning, Mutual Funds, Finance, Commercial Lending, Retirement, Mergers & Acquisitions, Leadership, Loans, Investments, Credit Analysis, Credit, Financial Services, Financial Planning
Education
Purdue University - Krannert School of Management 1986 — 1990
BS, Management/Business
Ernesto DeSieno's Wright Investors' Service Experience April 1999 - June 2001
Job Alternative Investment Professional
Industry Accounting
Experience
On Assignment at a leading administrator 2013 - Present
Frontier Communications May 2011 - October 2013
SDS Electronics April 2009 - May 2011
JPMorgan April 2007 - March 2009
BNY Mellon April 2004 - March 2007
globeop 2002 - 2004
Wright Investors' Service April 1999 - June 2001
Alliance Capital Management May 1997 - March 1999
Evergreen Asset Management April 1994 - May 1997
Skills
Hedge Funds, Financial Analysis, Accounting, Equities, Master Feeder Accounting, Partnership Accounting, Financial Reporting, Derivatives, Fixed Income, Finance, Valuation, Bloomberg, Operations Management, Fund Accounting, Process Improvement, Mutual Funds, Capital Markets, Middle Office, Fund Administration, Business Process..., Private Equity, Structured Products, Investment Banking, Credit Derivatives, Alternative Investments, Securities, Account Reconciliation, Financial Services, Series Accounting, Microsoft Excel Super..., Financial Accounting, Financial Modeling, Advent Geneva
Education
Long Island University-Westchester Campus 1996 — 1998
Master of Business Administration (MBA), Finance
Iona College 1986 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance (Double Major)
fordham prep
fordham prep
On Assignment at a leading administrator 2013 - Present
Frontier Communications May 2011 - October 2013
SDS Electronics April 2009 - May 2011
JPMorgan April 2007 - March 2009
BNY Mellon April 2004 - March 2007
globeop 2002 - 2004
Wright Investors' Service April 1999 - June 2001
Alliance Capital Management May 1997 - March 1999
Evergreen Asset Management April 1994 - May 1997
Skills
Hedge Funds, Financial Analysis, Accounting, Equities, Master Feeder Accounting, Partnership Accounting, Financial Reporting, Derivatives, Fixed Income, Finance, Valuation, Bloomberg, Operations Management, Fund Accounting, Process Improvement, Mutual Funds, Capital Markets, Middle Office, Fund Administration, Business Process..., Private Equity, Structured Products, Investment Banking, Credit Derivatives, Alternative Investments, Securities, Account Reconciliation, Financial Services, Series Accounting, Microsoft Excel Super..., Financial Accounting, Financial Modeling, Advent Geneva
Education
Long Island University-Westchester Campus 1996 — 1998
Master of Business Administration (MBA), Finance
Iona College 1986 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance (Double Major)
fordham prep
fordham prep
JITENDRA M DAMANIA's Wright Investors' Service Experience January 1989 - February 2000
Job Accounting Professional
Industry Accounting
Experience
O'Connor Davies, LLP July 2011 - Present
Beers, Hamerman & Company, P.C. July 2009 - June 2011
McGladrey & Pullen October 2005 - March 2009
Anquillare, Ruocco, Traester & Company February 2000 - October 2005
Wright Investors' Service January 1989 - February 2000
Education
University of Mumbai
Master's degree in Accounting, Accounting & Finance
University of Mumbai
Bachelor of Commerce (BCom), Accounting & Economics
University of New Haven
MS, Accounting
O'Connor Davies, LLP July 2011 - Present
Beers, Hamerman & Company, P.C. July 2009 - June 2011
McGladrey & Pullen October 2005 - March 2009
Anquillare, Ruocco, Traester & Company February 2000 - October 2005
Wright Investors' Service January 1989 - February 2000
Education
University of Mumbai
Master's degree in Accounting, Accounting & Finance
University of Mumbai
Bachelor of Commerce (BCom), Accounting & Economics
University of New Haven
MS, Accounting
Mark Baranovic's Wright Investors' Service Experience September 1996 - August 2001
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase 2010 - Present
DKR Capital May 2002 - October 2008
Wright Investors' Service September 1996 - August 2001
The Chase Manhattan Bank January 1990 - September 1996
Morgan Stanley April 1982 - January 1990
Education
Harvard University 1979 — 1981
MTS, Old Testament; Modern Theology
Denison University 1975 — 1979
BS, Mathematics, History, Religion, Philosophy
JPMorgan Chase 2010 - Present
DKR Capital May 2002 - October 2008
Wright Investors' Service September 1996 - August 2001
The Chase Manhattan Bank January 1990 - September 1996
Morgan Stanley April 1982 - January 1990
Education
Harvard University 1979 — 1981
MTS, Old Testament; Modern Theology
Denison University 1975 — 1979
BS, Mathematics, History, Religion, Philosophy
Phyllis Fleno's Wright Investors' Service Experience 2008 - Present
Job
Industry Investment Management
Experience
Wright Investors' Service 2008 - Present
State Street Research and Management 1997 - 2005
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Boston College
BS, Accounting
Wright Investors' Service 2008 - Present
State Street Research and Management 1997 - 2005
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Boston College
BS, Accounting
Richard Bard's Wright Investors' Service Experience October 1997 - June 2002
Job Financial Services Professional
Industry Financial Services
Experience
WWE November 2011 - October 2012
BNY Mellon April 2011 - November 2011
U.S. Census Bureau March 2010 - August 2010
Pitney Bowes July 2008 - September 2009
Louis Dreyfus Commodities (LDCommodities) September 2007 - July 2008
IPC Systems, Inc. April 2006 - May 2007
The Reserve Fund January 2003 - September 2004
Wright Investors' Service October 1997 - June 2002
CIBC January 1996 - October 1997
Education
Sacred Heart University 1992 — 1995
MBA, International Business
Iona College 1984 — 1986
BBA, Accounting
Central Connecticut State University 1982 — 1984
Accounting/Finance
Norwalk High School 1978 — 1982
High School Diploma, General Studies
WWE November 2011 - October 2012
BNY Mellon April 2011 - November 2011
U.S. Census Bureau March 2010 - August 2010
Pitney Bowes July 2008 - September 2009
Louis Dreyfus Commodities (LDCommodities) September 2007 - July 2008
IPC Systems, Inc. April 2006 - May 2007
The Reserve Fund January 2003 - September 2004
Wright Investors' Service October 1997 - June 2002
CIBC January 1996 - October 1997
Education
Sacred Heart University 1992 — 1995
MBA, International Business
Iona College 1984 — 1986
BBA, Accounting
Central Connecticut State University 1982 — 1984
Accounting/Finance
Norwalk High School 1978 — 1982
High School Diploma, General Studies
Peter Cowenhoven's Wright Investors' Service Experience March 1999 - July 2002
Job VP Chief Investment Officer at Union Savings Bank CT
Industry Investment Management
Experience
Union Savings Bank - CT April 2014 - Present
Hackett, Valine & MacDonald, Inc. October 2012 - April 2014
Montis Financial, LLC (formerly Delessert Financial) December 2002 - October 2012
Wright Investors' Service March 1999 - July 2002
Value Line January 1996 - May 1998
Skills
Life & Health Insurance..., Wealth Management, Investment Advisory, Investment Management, Asset Allocation, Portfolio Management
Education
Boston University Questrom School of Business 2005 — 2006
MS, Investment Management
Stetson University 1991 — 1995
BBA, Finance
Fairfield Prep 1988 — 1991
Union Savings Bank - CT April 2014 - Present
Hackett, Valine & MacDonald, Inc. October 2012 - April 2014
Montis Financial, LLC (formerly Delessert Financial) December 2002 - October 2012
Wright Investors' Service March 1999 - July 2002
Value Line January 1996 - May 1998
Skills
Life & Health Insurance..., Wealth Management, Investment Advisory, Investment Management, Asset Allocation, Portfolio Management
Education
Boston University Questrom School of Business 2005 — 2006
MS, Investment Management
Stetson University 1991 — 1995
BBA, Finance
Fairfield Prep 1988 — 1991
James P. Fields, CFA's Wright Investors' Service Experience 1982 - 2009
Job Sr Vice President & Portfolio Manager at Financial Counselors, Inc.
Industry Investment Management
Experience
Financial Counselors, Inc. 2009 - Present
Wright Investors Service 1982 - 2009
Education
Pace University 1979 — 1981
MBA, Finance
Fairfield University 1973 — 1977
B.S., Accounting
Financial Counselors, Inc. 2009 - Present
Wright Investors Service 1982 - 2009
Education
Pace University 1979 — 1981
MBA, Finance
Fairfield University 1973 — 1977
B.S., Accounting
Edward Malota's Wright Investors' Service Experience January 1993 - January 2002
Job IT Consultant at Edge Technology Group
Industry Financial Services
Experience
Edge Technology Group July 2013 - Present
Allianz Real Estate January 2001 - June 2013
Allianz of America January 2002 - December 2010
Wright Investors' Service January 1993 - January 2002
Skills
Windows Server, Servers, Active Directory, Troubleshooting, Windows 7, Citrix, Microsoft Exchange, Operating Systems, Disaster Recovery, Cisco Technologies, Data Center, System Administration, SharePoint, Network Security, Switches
Education
Eastern Connecticut State University 1980 — 1984
Bachelor of Science Degree, Business Administration
Edge Technology Group July 2013 - Present
Allianz Real Estate January 2001 - June 2013
Allianz of America January 2002 - December 2010
Wright Investors' Service January 1993 - January 2002
Skills
Windows Server, Servers, Active Directory, Troubleshooting, Windows 7, Citrix, Microsoft Exchange, Operating Systems, Disaster Recovery, Cisco Technologies, Data Center, System Administration, SharePoint, Network Security, Switches
Education
Eastern Connecticut State University 1980 — 1984
Bachelor of Science Degree, Business Administration
Pastor Carolyn Evans's Wright Investors' Service Experience 1984 - 1993
Job Director at MARY KAY
Industry Cosmetics
Experience
MARY KAY Owner.Typing unlimited2000 - 2010
Wright Investors' Service 1984 - 1993
Education
Sacred Heart University
MARY KAY Owner.Typing unlimited2000 - 2010
Wright Investors' Service 1984 - 1993
Education
Sacred Heart University
Bhavna Kapadia's Wright Investors' Service Experience August 1989 - July 1996
Job Supervisor/Senior Accountant at ThyssenKrupp Elevator
Industry Machinery
Experience
ThyssenKrupp Elevator July 2009 - Present
ThyssenKrupp Elevator July 2007 - June 2009
ThyssenKrupp Elevator November 2002 - June 2007
Wright Investors' Service August 1989 - July 1996
Skills
Proficient in Excel,...
Education
University of New Haven 1990 — 1992
Few Graduate Level Tax Courses, Taxation
Bombay University 1985 — 1988
Bachelor of Science (BS), Accounting
ThyssenKrupp Elevator July 2009 - Present
ThyssenKrupp Elevator July 2007 - June 2009
ThyssenKrupp Elevator November 2002 - June 2007
Wright Investors' Service August 1989 - July 1996
Skills
Proficient in Excel,...
Education
University of New Haven 1990 — 1992
Few Graduate Level Tax Courses, Taxation
Bombay University 1985 — 1988
Bachelor of Science (BS), Accounting
Leny Tirtasaputra's Wright Investors' Service Experience April 1999 - September 1999
Job Finance at Horizon NJ Health
Industry Hospital & Health Care
Experience
Healthfirst July 2001 - September 2009
Madge Networks August 2000 - July 2001
Staples Communications September 1999 - August 2000
Wright Investors' Service April 1999 - September 1999
Southwestern Bell Mobile Systems October 1998 - April 1999
Skills
Strategic Planning, Financial Modeling, Corporate Budgeting, Financial Analysis, Corporate Financial..., Project Management, Purchasing, Financial Audits, Hyperion Planning, Hyperion Reports, Healthcare Industry, Regulatory Submissions, International Finance, Currency Exchange, GreatPlains, Oracle Financial, Essbase, Financial Reporting, Accounting, Healthcare Reimbursement, Budgets, Cash Management, Cost Benefit, Healthcare Information..., Project Planning, Finance, Healthcare Consulting, Managed Care, Insurance, Analysis, Medicare, Forecasting, Business Development, SAS programming, Business Process...
Education
University of Central Oklahoma 1996 — 1998
Master of Business Administration (MBA), Finance
Universitas Trisakti 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Industrial Engineering
Healthfirst July 2001 - September 2009
Madge Networks August 2000 - July 2001
Staples Communications September 1999 - August 2000
Wright Investors' Service April 1999 - September 1999
Southwestern Bell Mobile Systems October 1998 - April 1999
Skills
Strategic Planning, Financial Modeling, Corporate Budgeting, Financial Analysis, Corporate Financial..., Project Management, Purchasing, Financial Audits, Hyperion Planning, Hyperion Reports, Healthcare Industry, Regulatory Submissions, International Finance, Currency Exchange, GreatPlains, Oracle Financial, Essbase, Financial Reporting, Accounting, Healthcare Reimbursement, Budgets, Cash Management, Cost Benefit, Healthcare Information..., Project Planning, Finance, Healthcare Consulting, Managed Care, Insurance, Analysis, Medicare, Forecasting, Business Development, SAS programming, Business Process...
Education
University of Central Oklahoma 1996 — 1998
Master of Business Administration (MBA), Finance
Universitas Trisakti 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Industrial Engineering