JJ Abodeely Email & Phone Number

Chief Operating Officer; Owner @ Pivotal Transitions

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JJ Abodeely Location

Sonoma, CA, US

JJ Abodeely Work

2023 - now Chief Operating Officer; Owner @ Pivotal Transitions
2023 - now Managing Member; Owner @ OKR Advisors
2020 - now Strategy Consultant and Executive Coach @ Pivotal Transitions

2013 - now Managing Partner @ Abodeely Investments LLC/ Sonoma Strategic Partners
2022 - now Consulting Partner @ OKR Advisors
2020 - 2020 Management Consultant @ Fivetran
2018 - 2020 GM- Level Sleep Brand @ Resident
2015 - 2018 Founder and CEO @ Level Sleep
2011 - 2018 Registered Investment Advisor @ Sitka Pacific Capital Management, LLC
2011 - 2015 Partner, Portfolio Manager @ Sitka Pacific Capital Management, LLC

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JJ Abodeely Education

Chartered Alternative Investment Analyst Association
CAIA (Designee; Member)
2007 - 2007
CFA Institute
CFA (Chartered Financial Analyst)
2002 - 2004
Colby College
Bachelor's degree
1997 - 2001

Eastlake High School
High School
1994 - 1997

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JJ Abodeely Skills

Portfolio Management
Strategy
Cross-functional Team Leadership

Investment Management
Alternative Investments
Risk Management
Finance
Private Equity
Due Diligence
Asset Management

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JJ Abodeely Summary

JJ Abodeely, based in Sonoma, CA, US, is currently a Chief Operating Officer; Owner at Pivotal Transitions. JJ Abodeely brings experience from previous roles at OKR Advisors, Pivotal Transitions and Abodeely Investments LLC/ Sonoma Strategic Partners. JJ Abodeely holds a 2007 - 2007 CAIA in Designee; Member @ Chartered Alternative Investment Analyst Association. With a robust skill set that includes Portfolio Management, Strategy, Cross-functional Team Leadership, Investment Management, Alternative Investments and more. JJ Abodeely has 2 emails on RocketReach.

JJ Abodeely Emails

Found 2 emails

JJ Abodeely Phone Numbers

Found 4 phone numbers

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