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Investment Analysts in Connecticut

Investment Analysts in Greenwich, CT

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145 results found

Robert Schumacher Greenwich, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Head of Fixed Income, US at AXA Investment Managers
Location:
Greenwich, Connecticut
Industry:
Investment Management
Work history:
AXA Investment Managers - Greenwich, CTHead of Fixed Income, USsince Jun 2011AXA Investment Managers - Greenwich, CTChief Strategist/Senior Portfolio ManagerAug 2008 - Jun 2011
Full Profile

Bw B Greenwich, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Operations Manager • Bachelor of Arts • Advisor

Experience & Education

Title:
Portfolio Manager / Algorithmic Futures Trading
Location:
Greenwich, Connecticut
Industry:
Investment Management
Skills:
Trading Strategies, Portfolio Management, Hedge Funds, Managed Futures, CTAs, FX trading, FX...
Full Profile

David Frechette Greenwich, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director, Head of Leveraged Finance Product Strategy at BlackRock
Location:
Greenwich, Connecticut
Industry:
Financial Services
Work history:
BlackRock - Greater New York City AreaManaging Director, Head of Leveraged Finance Product Strategysince Nov 2012Liberty Harbor Portfolio ManagerDec 2006 - Nov 2012
Skills:
Excel, Word, Research, Hedge Funds, Equities, Corporate Finance, Fixed Income, Equity Research,...
Full Profile

John Jee Greenwich, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Associate Professor • Lecturer • Postsecondary Teacher • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst • Advisor

Experience & Education

Position:
VP, Investment Officer. PIM Portfolio Manager at Wells Fargo Advisors, Adjunct Professor at Sacred...
Title:
VP, Investment Officer. PIM Portfolio Manager
Location:
Greenwich, Connecticut
Industry:
Financial Services
Work history:
Wells Fargo Advisors - GreenwichVP, Investment Officer. PIM Portfolio Managersince 2012Sacred Heart University Adjunct Professorsince 2009
Certifications:
Certified Financial Planner (CFP), Issued by Certified Financial Planner Board of Standards
Certified Investment Management Analyst (CIMA), Issued by The Investment Management Consultants Association (IMCA)
Full Profile

Don Kisselbach Greenwich, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Song Lyricist • Lyricist • Poet • Author • Musicians • Singer • Investor • Client Service Officer • Customer Service • Entertainer

Experience & Education

Position:
Mortgage Loan Origination at RFA Capital, Senior Portfolio Manager at Belpointe Asset Management LLC
Title:
Mortgage Loan Origination at RFA Capital
Location:
Greenwich, Connecticut
Industry:
Financial Services
Work history:
RFA Capital - Greenwich, CTMortgage Loan Originationsince Oct 2011Belpointe Asset Management LLC Senior Portfolio Managersince Jan 2011
Full Profile

Brian Lisoski Greenwich, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Board Member • Financial Manager • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
- at Sasco Energy Partners, Portfolio Manager at 4Zeke Capital LLC, Board Member at Patient AirLift ...
Title:
Natural Gas trading
Location:
Greenwich, Connecticut
Industry:
Financial Services
Work history:
Sasco Energy Partners -since Apr 20134Zeke Capital LLC - Greenwich, CTPortfolio Managersince Nov 2012
Skills:
Pilot, Instrument rated, Voluteer Pilot, Energy Trading, Natural Gas, Commodity Markets, Equities
Full Profile

Larry Ge Greenwich, CT

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive • Master of Science • Analysts • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Analyst at D. E. Shaw & Co.
Title:
Distressed & Special Situations at D. E. Shaw & Co.
Location:
Hong Kong
Industry:
Investment Management
Work history:
D. E. Shaw & Co. - Hong KongInvestment Analystsince Jun 2012Gramercy Advisors LLC - Greenwich, CTVice PresidentDec 2009 - Apr 2012
Certifications:
Passed CFA Level III, CFA Institute
Full Profile

Ray Gustin Greenwich, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager

Experience & Education

Position:
Managing Director at Drake Capital Advisors
Title:
Managing Director at Drake Capital Advisors LLC
Location:
Greenwich, Connecticut
Industry:
Investment Management
Work history:
Drake Capital Advisors - Greenwich, CTManaging Directorsince 2003Cornerstone Equity Investors Managing Director2000 - 2003
Full Profile

Josh Koren Greenwich, CT

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Analyst at JAT Capital Management, LP
Location:
Greenwich, Connecticut
Industry:
Investment Management
Work history:
JAT Capital Management, LP - Greenwich, CTInvestment Analystsince Jul 2013Evercore Partners Senior M&A AnalystApr 2011 - Jul 2013
Full Profile

Adam Egelberg Greenwich, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Investor • Manager • Managing Member • Senior Vice President • Operations Manager • Financial Manager • Chief Executive • Vice President

Experience & Education

Position:
Managing Member at Glenville Capital Management
Title:
Value Investor/Portfolio Manager
Location:
Greenwich, Connecticut
Industry:
Investment Management
Work history:
Glenville Capital Management - Greenwich, CTManaging Membersince Jul 2007Silvercrest Asset Management Senior Vice President2002 - 2007
Skills:
Hedge Funds, Equities, Alternative Investments, Asset Managment, Investments, Fixed Income, Private ...
Full Profile

Andrew Kaplan Greenwich, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Underwriter • School Principal • School Administrator • Educational Manager • Chief Executive Officer • Financial Manager • Corporate Executive • Chief Executive • Operations Manager • Team Member • Computer Scientists • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal at Awbury Group
Title:
Risk Underwriter and Portfolio Manager
Location:
Greenwich, Connecticut
Industry:
Insurance
Work history:
Awbury Group - Greenwich, CtPrincipalsince Sep 2011JPMorgan Chase Managing Director, Head of Life FinanceJul 2007 - Jun 2010
Full Profile

Benjamin Yospe Greenwich, CT

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Management Analyst • Supporting Member • Analysts • Team Member • Financial Manager • Project Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Mathematician

Experience & Education

Position:
Associate, GAA Portfolio Management at AQR Capital Management
Title:
Portfolio Management Analyst at AQR Capital Management
Location:
Greenwich, Connecticut
Industry:
Investment Management
Work history:
AQR Capital Management Associate, GAA Portfolio Managementsince Jul 2011DC Energy, LLC - Vienna, VAInvestment AnalystJul 2009 - Jun 2011
Skills:
Quantitative Analytics, R, Financial Modeling, Portfolio Management, Asset Managment, Statistics, VBA
Full Profile

Eric Young Greenwich, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Portfolio Manager - Vice President, Trading at RPM Capital Management
Title:
Portfolio Manager at RPM Capital Management
Location:
Greenwich, Connecticut
Industry:
Investment Management
Work history:
RPM Capital Management - Greenwich, CTPortfolio Manager - Vice President, Tradingsince Jun 2012Chandler Asset Management Assistant Portfolio ManagerFeb 2007 - Jan 2012
Full Profile

Gregory Makela Greenwich, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Advisor

Experience & Education

Position:
Senior Vice President | Wealth Advisor at Morgan Stanley
Title:
Portfolio Manager | Senior Vice President | Wealth Advisor | CMT at Morgan Stanley
Location:
Greenwich, Connecticut
Industry:
Investment Management
Work history:
Morgan Stanley - Greenwich, CTSenior Vice President | Wealth Advisorsince Dec 1980
Full Profile

Jonathan Lefebvre Greenwich, CT

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Financial Manager

Experience & Education

Position:
Investment analyst at None provided
Title:
Investment analyst at private fund
Location:
Greenwich, Connecticut
Industry:
Financial Services
Work history:
None provided - Greenwich, CTInvestment analystsince Jun 2011Wells Fargo Securities - Greater New York City AreaSenior Equity AnalystAug 2005 - May 2011
Full Profile

David Eglit Greenwich, CT

Professions & Specialties

Portfolio Manager • Trader • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Portfolio Manager at Interactive Brokers LLC
Title:
US/Canadian Equities and Commodities Portfolio Manager at Timber Hill, LLC
Location:
Greenwich, Connecticut
Industry:
Capital Markets
Work history:
Interactive Brokers LLC - Greenwich, CTPortfolio Managersince Aug 2008Self Employed Treasury Yield Curve TraderMar 2004 - Sep 2008
Skills:
Proprietary Trading, Market Making, Options, Volatility, Electronic Trading, Asset Allocation,...
Full Profile

Peter Secrist Greenwich, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Senior Vice President • Financial Manager • Vice President • Chief Executive • Office Assistant • Office Clerk • Clerical Specialist

Experience & Education

Position:
Senior Vice President at Northern Trust
Title:
Senior Portfolio Manager
Location:
Greenwich, Connecticut
Industry:
Investment Management
Work history:
Northern Trust - Greenwich, CTSenior Vice Presidentsince Oct 2011Wanger OmniWealth Family Office Manager2009 - 2011
Full Profile

David Oliver Greenwich, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • School Principal • School Administrator • Educational Manager

Experience & Education

Work

Company:
Riverside management group llc
Managing director
Company:
Silver point capital lp - Greenwich, CT
Portfolio manager
Full Profile

Mccain Brown Norwalk, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Bookkeeper

Experience & Education

Position:
Vice President Of Manufacturing at Statham Woodwork
Title:
Statham Woodwork, Inc.
Location:
Norwalk, Connecticut
Industry:
Building Materials
Work history:
Statham Woodwork - Norwalk, CTVice President Of Manufacturingsince Jun 2012BNY Mellon Wealth Management - Greenwich, CTJunior Portfolio ManagerSep 2008 - Jun 2012
Full Profile

Brian Velesbir Greenwich, CT

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Analyst • Analysts • Financial Manager

Experience & Education

Work

Company:
Orix usa corporation
Analyst - alternative investments group
Company:
Jp morgan asset management - Greenwich, CT
Investment analyst - private bank (high net worth)
Full Profile

Ashwin Vasan Greenwich, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Information Officer • Technology Director • Technology Manager • Technical Managers • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CIO at Trend Capital
Location:
Greenwich, Connecticut
Industry:
Financial Services
Work history:
Trend Capital - 100 W Putnam Avenue, Greenwich, CT 06831CIOsince May 2011Shumway Capital Portfolio ManagerJun 2009 - Mar 2011
Skills:
Hedge Funds, Fixed Income
Full Profile

Mike Mcmahon Greenwich, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Financial Manager • Corporate Executive • Chief Executive

Experience & Education

Position:
Managing Director at Carlson Capital LP
Title:
Portfolio Manager at Carlson Capital LP
Location:
Greenwich, Connecticut
Industry:
Investment Management
Work history:
Carlson Capital LP Managing Directorsince Aug 2004
Full Profile

Edward Smith Greenwich, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Board Member • Corporate Executive • Chief Executive • Management Team Executive • Operations Manager • Financial Manager

Experience & Education

Work

Company:
Residential capital, llc - New York, NY
Independent board member
Company:
Bank of america - New York, NY
Portfolio manager
Full Profile

Jeffrey Kwit Greenwich, CT

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Managing Member • Founder • Manager • Operations Manager • Founding Member • Chief Executive • School Principal • School Administrator • Educational Manager • Investor • Financial Manager • Analysts • Bachelor of Arts • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Member at Kwit Capital LLC / J Kwit Holdings LLC, Managing Member at WebInvest LLC
Title:
Managing Member at J Kwit Holdings LLC
Location:
Greenwich, Connecticut
Industry:
Investment Management
Work history:
Kwit Capital LLC / J Kwit Holdings LLC - New York, NYManaging Membersince 1997WebInvest LLC - Stamford, CTManaging Membersince 2009
Full Profile

Katherine Sokoloff Greenwich, CT

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Supervisory Analyst at Deutsche Bank Securities
Location:
Greenwich, Connecticut
Industry:
Financial Services
Work history:
Deutsche Bank Securities Supervisory Analystsince May 2007Merrill Lynch Supervisory AnalystJun 2001 - Aug 2006
Skills:
Equities, Securities, Management, Asset Allocation, Emerging Markets, Investment Banking,...
Languages:
French, Russian
Full Profile

Patricia Havey Greenwich, CT

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Director • Chief Administrative Officer • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Director at Knight Capital Group
Title:
Director
Location:
Greenwich, Connecticut
Industry:
Financial Services
Work history:
Knight Capital Group Directorsince 2008Libertas Partners - Greenwich, CTChief Administrative Officer2006 - 2008
Full Profile

James Conklin Greenwich, CT

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Chief Research Officer • Chief Executive Officer • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Director of Research at QFS Asset Management, L.P.
Title:
Research
Location:
Greenwich, Connecticut
Industry:
Financial Services
Work history:
QFS Asset Management, L.P. Director of Researchsince Aug 2011FX Concepts Managing Director, Head of ResearchJul 2008 - Aug 2011
Languages:
Spanish
Full Profile

Sergey Rumyantsev Greenwich, CT

Professions & Specialties

Puchasing and Estimating Manager • Counselor • Advisor • Supporting Member • Training Manager • Managers • Team Member • Chief Learning Officer • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Teaching Fellow • Teaching Assistant • Doctor of Philosophy • Master of Business Administration • Master of Science • Mathematics • Mathematician

Experience & Education

Work

Company:
Alternative investments and capital markets
Head of financials research
Company:
New economic school endowment fund
Pro bono consultant/member of advisory board
Full Profile

Nicholas Federici Greenwich, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Associate Attorney • Lawyers • Of Counsel • Jurist • Legal Counsel • Paralegal • Juris Doctor • Bachelor of Arts • Financial Manager

Experience & Education

Work

Company:
Davidoff hutcher & citron llp - New York, NY
Associate attorney
Company:
Gilbride, tusa, last & spellane llc - Greenwich, CT
Associate attorney

Skills

Financial Modeling, Valuation and Analysis
Full Profile

Zak Maymin Greenwich, CT

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Counselor • Advisor • Fisher • Co-Founder • Chairperson • Financial Manager • Founder • Founding Member • Chief Executive • Doctor of Philosophy • Master of Science • Mathematics • Mathematician • Lecturer • Postsecondary Teacher

Experience & Education

Work

Company:
Quantitative investment services, inc.
Consultant
Company:
Gerstein fisher research center
Head of research and member of gerstein fisher investment strategy group
Full Profile

Romulo Samaniego Greenwich, CT

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Director • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Financial Manager • Deputy Manager • Supporting Member • Team Member • Property Manager • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent • Master of Science • Bachelor of Arts

Experience & Education

Work

Company:
C&c affordable management
Director of special projects
Company:
Del-mar management services inc - New York, NY
Managing director
Full Profile

Claire Balboni Mamaroneck, NY

Professions & Specialties

Licensed Real Estate Broker • Property Manager • Real Estate Manager • Office Assistant • Personal Secretary • Office Clerk • Clerical Specialist • Secretary

Experience & Education

Work

Company:
Weichert realtors
Licensed real estate salesperson
Company:
Cdf metals company - Mamaroneck, NY
Office manager / executive personal assistant
Full Profile

Gordon Murphy Greenwich, CT

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Manager • Operations Manager • Counselor • Advisor • Corporate Executive • Chief Executive • Financial Manager • Analyst • Business Administrator • Team Member • Analysts • Senior Associate • Research Scientist • Financial Analyst • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
Auda international - New York, NY
Alternative investment manager
Company:
Various
Consultant
Full Profile

Ian Erb New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Management Analyst • Analyst • Supporting Member • Analysts • Team Member • Mathematics • Mathematician • Doctor of Philosophy • Master of Science • Computational Scientist • Computer Scientists • Teaching Assistant • Educational Assistant Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Paralegal

Experience & Education

Position:
Portfolio Manager at AQR Capital Management
Title:
AQR Capital Management
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
AQR Capital Management - Greenwich, CTPortfolio Managersince Feb 2013Morgan Stanley - New York, NYFixed Income Trading StrategistJun 2012 - Jan 2013
Languages:
German
Full Profile

Brian Nolan New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Analyst • Supporting Member • Analysts • Team Member • Training Manager • Managers • Chief Learning Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Chief Executive • Brand Representative

Experience & Education

Position:
Associate Portfolio Manager at Doral Leveraged Asset Management
Title:
Analyst at Doral Leveraged Asset Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Doral Leveraged Asset Management - Greater New York City AreaAssociate Portfolio Managersince Mar 2012Renaissance Capital - Greenwich, CTEquity AnalystApr 2011 - Aug 2011
Certifications:
CFA Level I, CFA Institute
Series 7, NASD
Full Profile

Mark Samuel New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Operating Officer • Founder • Manager • General and Operations Manager • Director of Operations • Operations Manager • Founding Member • Chief Executive • Marketing Manager • Financial Manager • School Principal • School Administrator • Educational Manager • Agent • Sales Representative • Auditor • Product Specialist • Advisor

Experience & Education

Position:
Founder & Principal at Post Road Fund Advisors
Title:
COO Consulting for Alternative Investment Managers.
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Post Road Fund Advisors - Greenwich, CTFounder & Principalsince Sep 2010Old Hill Partners Chief Operating Officer, Product Specialist, Portfolio ManagerJul 1998 - Sep 2010
Skills:
Hedge Funds, Alternative Investments, Investor Relations, Structured Products, Fixed Income...
Certifications:
CFA, CFA Institute
FRM, Global Association of Risk Managers (GARP)
Full Profile

Ryan Lapointe New York, NY

Professions & Specialties

Investment Analyst • Portfolio Manager • Puchasing and Estimating Manager • Account Service Manager • Client Service Officer • Chairperson • Financial Manager • Chief Executive • Customer Service • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Operations Manager • Student Worker • Technical Specialist • Technical Support Specialists • IT Specialist

Experience & Education

Position:
Account Executive at Smartling
Title:
Account Executive
Location:
New York, New York
Industry:
Internet
Work history:
Smartling - New York, NYAccount Executivesince Oct 2012SN Phelps & Co. - Greenwich, CTInvestment AnalystJun 2010 - Oct 2012
Languages:
Spanish
Full Profile

Cormac Kinney New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Management Team Executive • Operations Manager • Marketing Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Brand Planner • Brand Representative • Master of Business Administration • Bachelor of Science • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Managing Director at Sentiment Strategies, LLC
Title:
Managing Director at Sentiment Strategies
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Sentiment Strategies, LLC - Greater New York City AreaManaging Directorsince Dec 2008Athena Capital Research LLC - Greater New York City AreaPortfolio Manager2011 - 2012
Skills:
Capital Raising, Trading Systems, Statistical Arbitrage, Venture Capital, Investor Relations,...
Full Profile

Tyler Silver New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Apprentice • Analyst • Analysts • Co-Founder • Founder • Manager • Chief Executive • Founding Member • Operations Manager • Financial Manager • Head Chef • Chef • Food Preparer • Food Preparation Worker • Student Worker • School Administrator • Educational Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Co-Founder at Tha Good Life Reviews, Founder/Portfolio Manager at Silver Stocks, Kitchen Supervisor ...
Title:
S&T Intern at J.P. Morgan
Location:
New York, New York
Industry:
Banking
Work history:
Tha Good Life Reviews Co-Foundersince Oct 2007Silver Stocks Founder/Portfolio Managersince Jan 2004
Skills:
Blogging, Editing, Investments, Stock Trading, Research, Social Media, Hebrew, Facebook, Social...
Languages:
Hebrew
Full Profile

Jennifer Macdougall New York, NY

Professions & Specialties

Trader • Portfolio Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Office Assistant • Coordinator • Project Manager • Analyst • Office Clerk • Clerical Specialist • Managers • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Manager • Financial Manager • Corporate Executive • Chief Executive • Operations Manager • Project Managers • Agent • Sales Representative • Entertainment Professional • Entertainer

Experience & Education

Position:
Executive Assistant/Research Coordinator at Meritage Group
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Meritage Group - Greenwich, CTExecutive Assistant/Research Coordinatorsince May 2011Elm Ridge Management - Irvington, NYExecutive Assistant to Portfolio ManagerApr 2009 - Apr 2011
Full Profile

Chitra Sundaram New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Senior Analyst • Generalist • Analyst • Analysts • Entertainment Professional • Entertainer • Financial Manager • Team Member • Chairperson • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Research Specialist • Research Scientist • Paralegal • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Senior Analyst at Cardinal capital management
Title:
Senior Analyst, Cardinal capital management
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Cardinal capital management - Greenwich, CTSenior Analystsince 2005J.P. Morgan Asset Management - New York City, New YorkConsumer Analyst/Assistant Portfolio Manager2002 - 2003
Skills:
Retail, E&P, Financial Technology, Equity Research, Equities, Valuation, Portfolio Management,...
Languages:
Hindi
Full Profile

David Kremski New York, NY

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Research Analyst • Research Assistant • Researcher • Survey Researcher • Managing Member • Financial Manager • Manager • Operations Manager • Management Team Executive • Tour Guide

Experience & Education

Position:
Research Analyst at General Atlantic
Location:
Greater New York City Area
Industry:
Venture Capital & Private Equity
Work history:
General Atlantic - Greenwich, CTResearch Analystsince Jun 2012Bourgeon Capital Management - Darien, CTInvestment AnalystJul 2008 - Jun 2012
Skills:
Valuation, Research, Corporate Finance, Bloomberg, Investments
Full Profile

John Marion New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Portfolio Manager at BBT Capital Management Advisors, LLC
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
BBT Capital Management Advisors, LLC - Greenwich, CTPortfolio Managersince 2012Hendrie Investments, LLC GP2002 - 2012
Full Profile

Andrew Borges East Providence, RI

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Sales Manager • Sales Director • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainment Professional • Entertainer

Experience & Education

Position:
Branch Sales Manager at CBC National Bank, Investment Analyst at Nationwide Capital LLC
Title:
Branch Sales Manager
Location:
Rumford, Rhode Island
Industry:
Financial Services
Work history:
CBC National Bank Branch Sales Managersince Jun 2012Nationwide Capital LLC - 79 E. Putnam Avenue Suite 16, Greenwich CT 06830Investment Analystsince Apr 2008
Skills:
Small Business Lending, Mortgage Lending, Reverse Mortgages
Full Profile

Mario Yang New York, NY

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Financial Director • Financial Manager • Financial Officer • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Student Worker

Experience & Education

Position:
Investment Analyst at Performance Equity Management, LLC
Title:
Private Equity and Venture Capital
Location:
Greater New York City Area
Industry:
Venture Capital & Private Equity
Work history:
Performance Equity Management, LLC - Greenwich, CTInvestment Analystsince Apr 2013American Express - Greater New York City AreaFinance ManagerJun 2012 - Mar 2013
Skills:
Corporate Finance, Financial Modeling, Valuation, Due Diligence
Languages:
English, Chinese, French, Japanese
Certifications:
2013 June Level III Candidate - Chartered Financial Analyst (CFA) Program, CFA Institute
Full Profile

Albena Mitkov New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Investor • Manager • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Inspector • Chief Executive • Master of Science • State Inspector General • State Inspector • Mathematical Science Teacher • Student Worker

Experience & Education

Position:
Global investor and family portfolio/risk manager at Individual Investor
Title:
Experienced finance professional
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Individual Investor - US and emerging marketsGlobal investor and family portfolio/risk managersince Jan 2001Fin. Tech. Private Company - Greenwich, CTOne of the "Chief Evangelists"Jul 2009 - May 2013
Skills:
Corporate Finance, Hedge Funds, Investments, IPO, Emerging Markets, Entrepreneurship, Trading,...
Languages:
Bulgarian, Russian, English
Full Profile

Jim Taylor New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Analyst • Analysts • Partner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Partner at TechTrading Corporation
Title:
Quant Analyst / Portfolio Manager
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
TechTrading Corporation - Greenwich, CTSenior Partnersince Jul 2001
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Robert O'donnell New York, NY

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Marketing Director • Chief Executive Officer • Manager • Chairperson • Chief Executive • Corporate Executive • Financial Manager • Operations Manager • Marketing Manager • Doctor of Philosophy • Economist • Brand Planner • Brand Representative • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director and Director of Marketing at QFS Asset Management, L.P., New York Chapter Head at ...
Title:
Director of Marketing at QFS Asset Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
QFS Asset Management, L.P. - Greenwich, CTManaging Director and Director of Marketingsince Apr 2011Chartered Alternative Investment Analyst (CAIA) Association New York Chapter Headsince 2006
Languages:
English, French
Certifications:
Securities Licenses, FINRA
Chartered Alternative Investment Analyst (CAIA), Chartered Alternative Investment Analyst Association
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Herve Van Caloen New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Partner • Manager • Financial Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Manging Partner at Belpointe Asset Management LLC
Title:
Portfolio Manager at Belpointe Asset Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Belpointe Asset Management LLC - Greenwich, CTManging Partnersince Oct 2011Simms Capital Management Partner1998 - 2002
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Elizabeth Carey Hartford, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Speaker • Construction • Team Member • Spokesperson • Representative • Financial Manager • Operations Manager • Financial Officer • Bachelor of Science • Advertising Professional • Advertising Sales Agent • Finance and Accounting Specialist • Loan Accountant • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Sales Representative

Experience & Education

Position:
Portfolio Manager at Thomaston Savings Bank, Credit Officer at CoBank
Title:
at
Location:
Hartford, Connecticut Area
Industry:
Banking
Work history:
Thomaston Savings Bank - Thomaston, ConnecticutPortfolio Managersince Apr 2013CoBank Credit Officersince Apr 2009
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