Jj Abodeely's Location
Sonoma, CA, US
Jj Abodeely's Work
- Strategy Consultant @ Pivotal Transitions
- Consulting Partner @ OKR Advisors
- Managing Partner @ Abodeely Investments LLC/ Sonoma Strategic Partners
- Management Consultant @ Fivetran
- GM- Level Sleep Brand @ Resident
- Founder and CEO @ Level Sleep
- Registered Investment Advisor @ Sitka Pacific Capital Management, LLC
- Partner, Portfolio Manager @ Sitka Pacific Capital Management, LLC
- Portfolio Manager; Analyst @ Paragon Investment Management, Inc. now under Goldman Sachs Wealth Management
- Partner @ Paragon Portfolio Strategies, LLC
Jj Abodeely's Education
- CFA Institute
CFA (Chartered Financial Analyst)
2002 - 2004 - Chartered Alternative Investment Analyst Association
CAIA (Designee; Member)
2007 - 2007 - Colby College
Bachelor's degree
1997 - 2001
- Eastlake High School
(High School)
1994 - 1997
Jj Abodeely's Skills
- Tableau
- Finance
- FinTech
- Digital Strategy
- Project Management
- Separately Managed Accounts
- Investment Management
- Asset Allocation
- Dynamic Asset Allocation
- Contract Negotiation
Jj Abodeely's Summary
JJ Abodeely, based in Sonoma, CA, US, is currently a Strategy Consultant at Pivotal Transitions, bringing experience from previous roles at OKR Advisors, Abodeely Investments LLC/ Sonoma Strategic Partners, Fivetran and Resident. JJ Abodeely holds a 2002 - 2004 CFA in Chartered Financial Analyst @ CFA Institute. With a robust skill set that includes Tableau, Finance, FinTech, Digital Strategy, Project Management and more, JJ Abodeely contributes valuable insights to the industry. JJ Abodeely has 3 emails on RocketReach.
5 free lookups per month.
Not the Jj Abodeely you were looking for?
Find contact details for 700 million professionals.
People Like JJ Abodeely
-
22
-
15+
-
5+3
-
44
-
View
j.j Mariani
Product Support Operations Manager | Content, Brand, + Games at Netflix
El Segundo, CA, US22 -
View
Stacey Witten
Director - Business and Legal Affairs, Original Series at Netflix
Los Angeles, CA, US11 -
ViewKevin McGregor
Vice President of Sales at Tarkett, North America
Chesterfield, Virginia, United States22 -
35
-
15+
-
45
-
15+
-
25+
Top Pivotal Transitions Employees
-
32
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
