Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Investment Analysts in Morristown, NJ

Find a professional & check records

Here is a complete list of nearly every local Investment Analysts near you.

Be sure to see other neighborhoods around Morristown, NJ to find the professional histories of more people.

The Trustoria Service Professional Directory helps anyone locate the best professional for their upcoming project.

46 results found

Peter Napoli Morristown, NJ

Professions & Specialties

Financial ConsultantEquity TraderPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberFinancial ManagerOffice ClerkClerical SpecialistAdvisorChief ExecutiveCorporate ExecutiveData Entry SpecialistData ScientistStudent WorkerPsychology Specialist

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Morgan Stanley WM
Location:
Morristown, New Jersey
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Financial Advisorsince May 2012Neuberger Berman LLC Private Asset Management - Portfolio AssociateFeb 2011 - Jan 2012
Skills:
Portfolio Management, Equities, Financial Modeling, Mutual Funds, Finance, Options, Bloomberg,...

Zhenjun Guo Morristown, NJ

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerBusiness AnalystApprenticeAnalystAnalystsFinancial ManagerStudent WorkerAdvisorBachelor of ScienceMaster of ScienceBiotechnology ProfessionalResearch SpecialistResearch ScientistBiologistBiological ScientistSoftware DeveloperSoftware DevelopersData Entry SpecialistData Scientist

Experience & Education

Work

Company:
Kline & company - Parsippany, NJ
Business analyst
Company:
Valde capital, llc. - Philadelphia, PA
Investment analyst intern

Skills

Skill Summary General Skills: Fluency in Mandarin and English, Independent solver, strong math...

Heather Vigil Morristown, NJ

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManagerOperations ManagerFinancial ManagerUser Interface DesignerSoftware Developers

Experience & Education

Work

Company:
Verizon
Manager, program/project mgt
Company:
Oppenheimer funds, inc - New York, NY
Portfolio manager, enterprise business transformation office (ebto)

Skills

Project Management Professional, SDLC, Business Process Reengineering, Relationship Management,...

Barclay Leib Morristown, NJ

Professions & Specialties

Portfolio ManagerTraderInvestment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentDirectorFinancial ManagerOperations ManagerChief ExecutiveMarket Research Analyst

Experience & Education

Work

Company:
Fortigent, llc
Director of alternatives research & portfolio manager
Company:
Glenrock asset management - New York, NY
Head trader asst portfolio manager

Barclay Leib Morristown, NJ

Professions & Specialties

Portfolio ManagerTraderInvestment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentDirectorFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Fortigent, llc
Director of alternatives research & portfolio manager
Company:
Glenrock asset management - New York, NY
Assistant portfolio manager head trader

Skills

Series 7 & 65 registered

Steven Mezic Morristown, NJ

Professions & Specialties

Portfolio ManagerTraderInvestment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinancial Manager

Experience & Education

Work

Company:
Deutsche bank
Vice president
Company:
Private wealth management
Portfolio manager / trader

A. Woodley Morristown, NJ

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerDirectorVice PresidentOperations ManagerChief ExecutiveFinancial Manager

Experience & Education

Work

Company:
New york life investment management - New York, NY
Director
Company:
New york life insurance company - New York, NY
Pension vice president and portfolio manager

Nancy Palazzo Morristown, NJ

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProperty ManagerLicensed Real Estate BrokerReal Estate ManagerReal Estate Sales AgentFinancial Manager

Experience & Education

Work

Company:
Keller williams
Realtor
Company:
Roseland property company - Morristown, NJ
Property manager

Paul Cfa Morristown, NJ

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerCounselorAdvisorChief Executive OfficerCorporate ExecutiveChief ExecutiveOperations ManagerFinancial ManagerVice PresidentBachelor of Science

Experience & Education

Work

Company:
Adherence consulting group (acg)
Managing director
Company:
Gfi group - New York, NY
Head equity strategist

Skills

asset management, financial operations, investment procedures, risk management, budgeting,...

Nicholas Celentano Morristown, NJ

Professions & Specialties

Chief Executive OfficerCorporate ExecutiveChief ExecutiveAnalystCounselorAnalystsAdvisorFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Wavelength asset management llc
Managing director
Company:
Schottenfeld group llc - New York, NY
Senior tmt equity analyst and consultant

Barclay Leib Morristown, NJ

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerSchool PrincipalSchool AdministratorEducational ManagerFinancial ManagerChief ExecutiveOperations ManagerMarket Research Analyst

Experience & Education

Work

Company:
Sand spring advisors llc
Principal
Company:
Glenrock asset management - New York, NY
Head trader

Paul Freeland Morristown, NJ

Professions & Specialties

Puchasing and Estimating ManagerCounselorTechnicianAdvisorTechnical SpecialistTechnical Support SpecialistsChief ExecutiveFinancial Manager

Experience & Education

Work

Company:
Northwestern mutual financial network
It support - consultant
Company:
Coretech/johnson & johnson - Morris Plains, NJ
Data center support technician

Paul Diamond Morristown, NJ

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerDirectorOperations ManagerChief Executive OfficerManagerAssistant Vice PresidentFinancial ManagerCorporate ExecutiveChief ExecutiveVice PresidentRelationship ManagerAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Gfi group - New York, NY
Director
Company:
Capstone sales advisors - New York, NY
Director, research sales

Cibin Mathew Morristown, NJ

Professions & Specialties

CounselorAdvisorManagerOperations ManagerProgrammer AnalystInformation Systems AnalystIT Analyst

Experience & Education

Work

Company:
Paladion networks
Consultant & manager (soc)
Company:
Paladion networks
Lead analyst (soc)

Stephen Feinberg New York, NY

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSenior AnalystAnalystAnalystsFinancial Manager

Experience & Education

Position:
Investment Analyst at Arsenal Real Estate Partners
Location:
Greater New York City Area
Industry:
Real Estate
Work history:
Arsenal Real Estate Partners - Morristown, NJInvestment Analystsince Sep 2013Jones Lang LaSalle - New York, NYSenior AnalystMay 2012 - Sep 2013

Michael Lamanes New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial DirectorSenior DirectorVice PresidentFinancial OfficerFinancial ManagerSenior ManagerOperations ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales RepresentativeAutomotive Professional

Experience & Education

Position:
Senior Director | Portfolio Manager | Through 6/2013 at CIT
Title:
Senior Leveraged Finance Manager | Credit Risk | Portfolio Management | Workouts & Restructurings | Business Development
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
CIT - Livingston, NJSenior Director | Portfolio Manager | Through 6/2013since 2003Dresdner Kleinwort Wasserstein - New York, NYVice President | Global Credit Risk Management2002 - 2003
Certifications:
General Securities Representative | Series 7, FINRA | Financial Industry Regulatory Authority, Inc.
Uniform Securities Agent | Series 63, FINRA | Financial Industry Regulatory Authority, Inc.

Claudia Cromie New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerProject ManagersFinancial ManagerProject ManagerTechnology DirectorTechnology ManagerTechnical ManagersDeputy ManagerChief ExecutiveTeam MemberAnalystsFinancial AnalystMaster of Business AdministrationBachelor of Arts

Experience & Education

Position:
Director, Credit Strategist at MetLife
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
MetLife - Morristown, NJDirector, Credit Strategistsince Oct 2011MetLife Director, PM of Distressed InvestmentsJan 2005 - Sep 2011
Skills:
High Yield, Portfolio Management, Investments, Asset Managment, Risk Management, Fixed Income,...
Certifications:
Certified Financial Analyst

Nicola Gomes New York, NY

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerFinancial Planning AnalystAccounting AnalystFinancial AnalystModelAnalystAnalystsFinancial ManagerAccounting BookkeeperBookkeeper

Experience & Education

Title:
Structured Finance Analyst
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
MetLife Investments - Morristown, NJSenior Investment AnalystJul 2008 - Jul 2012Lehman Brothers Summer AnalystMay 2007 - Aug 2007
Skills:
Loans, CMBS, Bloomberg, Fixed Income, ABS, Intex, Trepp, Microsoft Excel, Commercial Real Estate,...
Languages:
Finnish, Spanish

Noemi Kiss New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerEconomistResearch AssociateResearch SpecialistResearch ScientistConstructionAnalystAnalystsHospital Care ProfessionalHealth ProfessionalHealth PractitionerFinancial ManagerSurvey ResearcherMathematicianSales Manager

Experience & Education

Position:
Health Economist at Oxford Outcomes
Title:
Health Economist
Location:
Greater New York City Area
Industry:
Hospital & Health Care
Work history:
Oxford Outcomes Health Economistsince May 2010Trans National Research Corporation Emerging Markets Research AssociateFeb 2010 - May 2010
Languages:
English, Hungarian, German, Spanish

Bill Connors New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerChief Executive OfficerCo-FounderCorporate ExecutiveChief ExecutiveFinancial ManagerFounderFounding MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTechnology DirectorTechnology ManagerTechnical ManagersSchool AdministratorEducational ManagerMathematician

Experience & Education

Position:
Managing Director, Portfolio Manager at ZAIS Group, LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
ZAIS Group, LLC Managing Director, Portfolio Managersince Oct 2012Battleground Capital Management LP Co-FounderJan 2009 - Oct 2012

John Mikros New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystAnalystsFinancial Manager

Experience & Education

Position:
Portfolio Manager, Fixed Income / High Yield at Honeywell Capital Management LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Honeywell Capital Management LLC - Morristown, NJPortfolio Manager, Fixed Income / High Yieldsince 2005GE Asset Management - Stamford, CTSenior Investment Grade / High Yield Analyst2002 - 2005

Kyle Wong Philadelphia, PA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSupporting MemberTeam MemberLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial Manager

Experience & Education

Position:
Investment Associate at University of Pennsylvania
Location:
Philadelphia, Pennsylvania
Industry:
Investment Management
Work history:
University of Pennsylvania - Greater Philadelphia AreaInvestment Associatesince Jun 2012Bracebridge Capital, LLC - BostonInvestment AnalystApr 2010 - May 2012

Christine Miller New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerOwnerChief ExecutiveFinancial ManagerAdministrative AssociateAdministrative ClerkClerical SpecialistRacer

Experience & Education

Position:
Owner at Rockaway Run Farm LLC
Title:
Owner, Rockaway Run Farm
Location:
Greater New York City Area
Industry:
Farming
Work history:
Rockaway Run Farm LLC Ownersince Jan 1980Horizon Bancorp - Morristown, NJAdministrative Assistant - Portfolio Dept.1975 - 1978

Josh Russotto East Millstone, NJ

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerCustomer ServiceFinancial ManagerResearch AssistantResearcherSurvey Researcher

Experience & Education

Work

Company:
Bny mellon - alternative investment services - Somerset, NJ
Fund of funds custody account administrator - contract worker
Company:
The mde group - Morristown, NJ
Investment analyst - contract worker

Josh Russotto East Millstone, NJ

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerCustomer ServiceFinancial ManagerResearch AssistantResearcherSurvey Researcher

Experience & Education

Work

Company:
Bny mellon - alternative investment services - Somerset, NJ
Fund of funds custody - account administrator
Company:
The mde group - Morristown, NJ
Investment analyst

Ryan Zega New York, NY

Professions & Specialties

Puchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAnalystConstructionAnalystsCounselorAdvisorAgentSales RepresentativeBachelor of ScienceDeanHigher Education ProfessionalSchool AdministratorEducational ManagerFinancial ManagerStudent Worker

Experience & Education

Position:
Analyst at Normandy Real Estate Partners
Location:
Greater New York City Area
Industry:
Real Estate
Work history:
Normandy Real Estate Partners - Morristown, NJAnalystsince Jul 2013Prudential Real Estate Investors - Madison, New JerseyInvestment AnalystJan 2012 - Jul 2013
Investment Analyst at Prudential Real Estate Inves..

Arvindh Rao New York, NY

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistFinancial Planning AnalystAccounting BookkeeperBookkeeperAccounting AnalystFinancial AnalystServicerAnalystsFounding MemberChief ExecutiveFinancial ManagerSurvey ResearcherMathematician

Experience & Education

Position:
RMBS Trader at MetLife
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
MetLife - Morristown, NJRMBS Tradersince Nov 2011Merrill Lynch Mortgage Finance AnalystJul 2010 - Sep 2011
Skills:
Finance, Portfolio Management, Bloomberg, Fixed Income, Investments, Trading, Derivatives,...

Kevin Mjaatvedt New York, NY

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Executive OfficerCorporate ExecutiveChief ExecutiveAnalystAnalystsBank ExaminerFinancial Compliance ExaminerAuditorDirector of Quality ControlOperations ManagerFinancial ManagerCompliance ManagerModelBachelor of Business AdministrationSurvey ResearcherStudent Worker

Experience & Education

Position:
Associate, Institutional Equity Sales at RBC Capital Markets
Title:
Associate, Institutional Equity Sales
Location:
New York, New York
Industry:
Financial Services
Work history:
RBC Capital Markets - Greater New York City AreaAssociate, Institutional Equity Salessince Jan 2011St.Bonaventure University Students in Money Management General ManagerSep 2010 - Jun 2011

Bob Cortright New York, NY

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerGeneral PartnerManaging Partner and Co-FounderCorporate ExecutiveChief ExecutivePartnerManaging PartnerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagement Team ExecutiveOperations ManagerFounderFounding MemberFinancial ManagerInvestorMaster of Business Administration

Experience & Education

Position:
CEO at MySolomeo, LLC., Board of Advisors at AlgoPartners, LLC., General Partner at Tachyon Capital ...
Title:
CEO MySolomeo, LLC.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
MySolomeo, LLC. - Morristown, NJCEOsince Jul 2012AlgoPartners, LLC. - Woodcliff Lake, NJBoard of Advisorssince Jan 2010
Skills:
Electronic Trading, FX Options, Options, Trading, Risk Management, Financial Markets, Trading...
Certifications:
Series 3, 7, 24, FINRA,NFA

Stuart Pulvirent New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerResearch AnalystResearch AssistantResearcherSurvey ResearcherEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonMaster of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerChief ExecutiveCorporate ExecutiveVice PresidentFinancial ManagerFounding MemberAnalysts

Experience & Education

Position:
Financial Advisor - Wealth Management at Merrill Lynch
Title:
Merrill Lynch Wealth Management
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Merrill Lynch - Florham Park, NJFinancial Advisor - Wealth Managementsince Mar 2012Merlin Securities - Greater New York City AreaSenior Research AnalystJul 2011 - Dec 2011
Skills:
Wealth Management, Research Management, Equity Research, Hedge Funds, Equities, Investments,...
Certifications:
Series 7, 24, 55, 63, 66 and 86/87, FINRA

Jung Lieu Baltimore, MD

Professions & Specialties

Investment Management ProfessionalPortfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCredit AnalystLoan AccountantVice PresidentChief Digital OfficerFinancial ManagerChief ExecutiveTechnology ManagerTechnical ManagersMarketing ManagerSecurityProduct SpecialistAccounting BookkeeperBookkeeperHigher Education ProfessionalSchool AdministratorEducational Manager

Experience & Education

Position:
Credit Analyst - Vice President at T. Rowe Price
Title:
Investment Management Professional
Location:
Baltimore, Maryland
Industry:
Investment Management
Work history:
T. Rowe Price - Baltimore, MarylandCredit Analyst - Vice Presidentsince Aug 2008Harding Advisory - New York, NYRMBS Portfolio Manager - Vice PresidentSep 2005 - Nov 2007

Paul Diamond New York, NY

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerPartnerCorporate ExecutiveChief ExecutiveCounselorConstructionAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerFinancial ManagerAnalystLeaderAnalystsManagersFinancial AnalystCertified Public AccountantControllerMaster of ScienceAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Position:
Managing Director at Adherence Consulting Group (ACG), LLC, Consultant - Partner at Diamond Wealth...
Title:
Managing Director at Adherence Consulting Group (ACG)
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Adherence Consulting Group (ACG), LLC - Greater New York City AreaManaging Directorsince Apr 2012Diamond Wealth & Asset Management Solutions - Morristown, NJConsultant - Partnersince Jun 2011
Skills:
Portfolio Management, Research, Risk Management, Capital Markets, Investor Relations, Market...

Eric Fitzgerald New York, NY

Professions & Specialties

Investment AnalystTraderPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentDirectorPartnerOperations ManagerChief ExecutiveFinancial ManagerRepresentativeInvestorClient Service OfficerSales RepresentativeSales AgentAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Position:
Director - Alternative Investments at MetLife
Title:
Director - Alternative Investments, MetLife, Inc.
Location:
Greater New York City Area
Industry:
Venture Capital & Private Equity
Work history:
MetLife - Morristown, NJDirector - Alternative Investmentssince Jun 2008Thomas Weisel Partners - Boston, MAPartner - Fund of FundsJun 2006 - Jun 2008
Skills:
Venture Capital, Private Equity, Institutional Investors, Alternative Investments, Fund Of Funds,...

Sherry Stickle New York, NY

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerCoordinatorSupporting MemberManagersTeam MemberInformation Technology SpecialistHelp Desk AnalystIT SpecialistSystems Support SpecialistSupport SpecialistsFinancial ManagerBookkeeper

Experience & Education

Position:
SAP Coordinator and Data Security Analyst at Becton Dickinson
Title:
Data Security Analyst at BD
Location:
Greater New York City Area
Industry:
Information Technology and Services
Work history:
Becton Dickinson SAP Coordinator and Data Security Analystsince Jul 2002BD - Franklin Lakes, NJHelp Desk AnalystJun 2004 - May 2008

Jon Rothburd New York, NY

Professions & Specialties

Puchasing and Estimating ManagerSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness AdministratorFinancial ManagerOperations Manager

Experience & Education

Position:
Associate at Partners Group AG
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Partners Group AG - New York, NYAssociateUBS Investment Bank - New York, NYAssociate2012 - 2013
Investment Analyst at MetLife Investments

Michael Valente New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerDirectorOperations ManagerVice PresidentProduction ManagerFinancial ManagerChief ExecutiveAnalystAnalysts

Experience & Education

Position:
Director - Enterprise Risk Management, Derivatives at MetLife
Location:
Greater New York City Area
Industry:
Banking
Work history:
MetLife - Morristown, NJDirector - Enterprise Risk Management, Derivativessince Nov 2011MetLife Bank Director - Credit Risk ManagementMay 2010 - Jan 2012
Skills:
Fixed Income, Capital Markets, Credit Risk, Risk Management, Securitization, Portfolio Management,...

Robert Vogel New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSupporting MemberAnalystInvestorTeam MemberAnalystsSchool PrincipalSchool AdministratorEducational ManagerBoard MemberFinancial DirectorChairpersonChief Executive OfficerManagement Team ExecutiveOperations ManagerFinancial OfficerFinancial ManagerChief ExecutiveCorporate Executive

Experience & Education

Position:
Associate Principal at Lucas Capital Management, LLC, Board Member/Observer at Red Leaf Resources,...
Title:
Associate Principal at Lucas Capital Management
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Lucas Capital Management, LLC Associate Principalsince Mar 2008Red Leaf Resources, Inc. - Sandy, UTBoard Member/Observersince Jan 2009

Sadaf Shekarkhand New York, NY

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerAnalystCounselorAnalystsAdvisorInvestorBusiness AdministratorData AnalystData Entry SpecialistData ScientistBoard MemberChief Executive OfficerFinancial DirectorVice PresidentFinancial ManagerManagement Team ExecutiveOperations ManagerCorporate ExecutiveChief ExecutiveFinancial OfficerBachelor of ScienceAgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Position:
Analyst at JPMorgan Chase
Title:
Analyst Co-op
Location:
Greater New York City Area
Industry:
Banking
Work history:
JPMorgan Chase - Morristown, NJAnalystsince Jun 2013Northeastern University Internal Business Case Competition - Boston, MAConsultantJan 2013 - May 2013
Skills:
PowerPoint, Leadership, Finance, Microsoft Office, Financial Analysis, Analysis, Strategy,...
Languages:
English, Persian, Mandarin

Cary Torkelson New York, NY

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerFounderTechnology DirectorFounding MemberChief ExecutiveTechnology ManagerTechnical ManagersCounselorAdvisorComputer Software ProfessionalC# DeveloperSoftware DevelopersSoftware DeveloperFinancial ManagerOperations ManagerCourierInformation Systems AnalystIT AnalystDatabase Administration ProfessionalDatabase AdministratorMaster of ScienceEntertainment ProfessionalEntertainerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
CTO at RadioYo, Consultant at MySolomeo
Title:
Founder, Gralendar
Location:
Greater New York City Area
Industry:
Computer Software
Work history:
RadioYo - New York, NYCTOsince Oct 2012MySolomeo - Morristown, NJConsultantsince Oct 2012

Michelle Conlan New York, NY

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerAdministrative AssociateOffice AssistantAdministrative ClerkClerical SpecialistOffice ClerkChief Administrative OfficerChief ExecutiveSupervisorManagersChief Executive OfficerDepartment ManagerOperations ManagerFinancial ManagerCorporate ExecutiveDepartment SupervisorClient Service OfficerAccounting ClerkFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Position:
Administrative Assistant at Office Team
Title:
Administrative Assistant with Office Team
Location:
Greater New York City Area
Industry:
Banking
Work history:
Office Team - Morristown, NJAdministrative Assistantsince Jan 2013Quality of Life Hearing Solutions - Wacthcung, NJOffice AssistantSep 2012 - Oct 2012

James Nesci New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerChairpersonExecutive Vice PresidentChief ExecutiveVice PresidentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGeneral and Operations ManagerDirector of OperationsOperations ManagerFinancial ManagerAccount RepresentativeClient Service OfficerCustomer Service

Experience & Education

Position:
President at Beacon Trust Company, a subsidiary of The Provident Bank, Executive Vice President...
Title:
President at Beacon Trust Company
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Beacon Trust Company, a subsidiary of The Provident Bank - Morristown, NJPresidentsince Aug 2011The Provident Bank - New JerseyExecutive Vice President & Chief Wealth Management Officersince Jan 2013

Art Williams New York, NY

Professions & Specialties

Chief Operating OfficerChief Executive OfficerGeneral and Operations ManagerDirector of OperationsOperations ManagerCorporate ExecutiveChief ExecutiveAgentSales AgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Chief Operating Officer
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Little Harbor Advisors - Morristown, NJManaging Director, Head of Business DevelopmentSep 2011 - Jun 2013Pine Grove Associates - Summit, NJCo-PresidentMar 2006 - Feb 2010
Skills:
Equities, Mutual Funds, Emerging Markets, Finance, Pension Funds, Alternative Investments, Hedge...

Kris Budhu Cleveland, OH

Professions & Specialties

Puchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentApplication AnalystInformation Technology SpecialistSoftware DevelopersIT SpecialistProcess AnalystSupporting MemberAnalystsTeam MemberComputer ScientistsConsumer Goods ProfessionalCommodities ClerkFinancial ManagerStudent Worker

Experience & Education

Position:
Sr. Application Analyst at Moen Incorporated
Location:
Cleveland/Akron, Ohio Area
Industry:
Information Technology and Services
Work history:
Moen Incorporated - North Olmsted, OhioSr. Application Analystsince Jan 2012Colgate Palmolive - Morristown, NJAssociate Business Process AnalystMay 2007 - Jan 2012
Intern System Security Analyst at Liz Claiborne

Ashley Wetzel Washington, DC

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerResearch AnalystResearch AssistantResearcherSurvey ResearcherGovernment Administration ProfessionalCommunity Service ManagerFinancial ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Research Analyst at System Planning Corporation
Location:
Washington D.C. Metro Area
Industry:
Government Administration
Work history:
System Planning Corporation Research Analystsince Aug 2012JPMorgan Chase - New York, NYInvestment Analyst - The Private BankJun 2010 - Jul 2012
Skills:
Series 7, Series 63, Active Top Secret Security Clearance, Portfolio Management

Joe Margolis Washington, DC

Professions & Specialties

Puchasing and Estimating ManagerChief Operating OfficerCo-FounderPartnerGeneral and Operations ManagerDirector of OperationsOperations ManagerFounderFounding MemberChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial Manager

Experience & Education

Position:
Chief Operating Officer at Penzance
Title:
Chief Operating Officer, Penzance
Location:
Washington D.C. Metro Area
Industry:
Real Estate
Work history:
Penzance - Washington DCChief Operating Officersince Sep 2011Arsenal Real Estate Funds - Morristown, NJCo-Founder and PartnerJul 2004 - Jul 2011

Jonathan Chen New York, NY

Professions & Specialties

AnalystSupporting MemberAnalystsTeam MemberAssistant Vice PresidentVice PresidentChief Executive

Experience & Education

Position:
Assistant Vice President at Credit Suisse Alternative Investments
Title:
Investments Analyst
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Credit Suisse Alternative Investments - Greater New York City AreaAssistant Vice Presidentsince 2010Deloitte Financial Advisory Services - Greater New York City AreaAssociate2008 - 2009
Certifications:
Level 2 Chartered Financial Analyst ("CFA") Candidate, CFA Institute
Investment Analyst at The MDE Group


Investment Analysts near Morristown, NJ0714212835ParsippanyLivingstonSummitMadisonShort HillsBasking RidgeFlorham ParkWarrenEast HanoverFairfield



Investment Analysts around Morristown, NJ

Basking Ridge  (15)
Bedminster  (1)
Cedar Knolls  (3)
Chester  (1)
Cranford  (5)
Dover  (3)
East Hanover  (10)
Fairfield  (8)
Fanwood  (1)
Florham Park  (14)
Lincoln Park  (1)
Livingston  (24)
Madison  (17)
Maplewood  (6)
Martinsville  (1)
Mendham  (1)
Millburn  (5)
Millington  (1)
Mountainside  (2)
New Vernon  (2)
Parsippany  (35)
Pine Brook  (5)
Plainfield  (8)
Rockaway  (3)
Roseland  (8)
Short Hills  (15)
South Orange  (4)
Springfield  (3)
Succasunna  (1)
Summit  (21)
Towaco  (1)
Warren  (13)
Westfield  (6)
Whippany  (4)

Investment Analysts in New Jersey

Sub-specializations