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 @
- 2023 -now Managing Member; Owner @
- 2020 -now Strategy Consultant and Executive Coach @
- 2013 -now Managing Partner @ Abodeely Investments LLC/ Sonoma Strategic Partners
- 2022 -now Consulting Partner @
- 2020 -2020 Management Consultant @
- 2018 -2020 GM- Level Sleep Brand @
- 2015 -2018 Founder and CEO @
- 2011 -2018 Registered Investment Advisor @
- 2011 -2015 Partner, Portfolio Manager @
- 2001 -2011 Portfolio Manager; Analyst @ Paragon Investment Management, Inc. now under Goldman Sachs Wealth Management
- 2008 -2011 Partner @ Paragon Portfolio Strategies, LLC
- 1999 -2001 Intern @ Paragon Investment Management, Inc.
- 1999 -2000 Teller @
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
JJ Abodeely Skills
- Portfolio Management
- Strategy
- Cross-functional Team Leadership
- Investment Management
- Alternative Investments
- Risk Management
- Finance
- Private Equity
- Due Diligence
- Asset Management
- Asset Allocation
- Business Development
- Start-ups
- Project Management
- Digital Marketing
- Digital Strategy
- Business Strategy
- Real Estate Development
- Financial Analysis
- Financial Modeling
- Data Visualization
- Tableau
- Salesforce.com
- Microsoft Excel
- Microsoft Office
- Strategic Partnerships
- Contract Negotiation
- Management
- Team Building
- Public Speaking
- Problem Solving
- Separately Managed Accounts
- Dynamic Asset Allocation
- FinTech
- Capital Raising
- KPI Implementation
- Strategic Planning
- Strategic Finance
- Business Operations
- Presentation Skills
- P&L Management
- Leadership
- Leadership Development
- Management Consulting
- Change Management
- Coaching
- Go-to-market Strategy
- Communication
- Sales & Marketing
- Venture Capital
- PowerPoint
- Equities
- Start Ups
- Hedge Funds
- Cross Functional Team Leadership
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 3 emails and 2 mobile phone numbers on RocketReach.
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JJ Abodeely
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