American Independence Financial Services
Address: 230 Park Ave #534, New York, NY 10169 Phone: (212) 488-1331Website: Place name: : : : Hours: Category: : : : Website: http://americanindependence.com/ Category: ATM Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of American Independence Financial Services Posting publicly on the Web Write a review Reviews Be the first to review
American Independence Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at American Independence Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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American Independence Financial Services Employees
Sumitomo Corporation of Americas March 2014 - Present
American Independence Financial Services 2010 - 2014
Guiding Eyes for the Blind 2001 - 2008
Ford Foundation 1993 - 1999
Skills
Office management, Administrative..., Office Administration, Spreadsheets, Travel Arrangements, Data Entry, Invoicing, Calendaring, Confidentiality, Outlook, Calendars, Executive Support, Telephone Skills
Education
Marymount Manhattan College
Nassua Community College
Tuttle Tactical Management June 2014 - Present
ETF Portfolio Construction and Trading March 2012 - Present
American Independence Financial Services May 2013 - May 2014
AVATAR ASSOCIATES, LLP January 2006 - March 2012
OPUS TRADING 2003 - 2005
KAUFMAN BROTHERS January 2001 - January 2002
ABN AMRO January 1998 - January 2001
DAIN RAUSCHER WESSELS January 1996 - January 1998
Montgomery Securities January 1992 - January 1996
Guzman & Company January 1989 - January 1992
Skills
Equity Trading, Trading Systems, Investment Banking, Trading Strategies, Equity Derivatives, Mutual Funds, Investments, Alternative Investments, Traders, Asset Allocation, Technical Analysis, Electronic Trading, Investment Management, Asset Management, Hedging, Bloomberg, Portfolio Management, Proprietary Trading, Hedge Funds, Series 7, Equities, ETFs, Trading
Education
Denison University
B.A, Economics
Denison University 1978 — 1985
BA, Economics
Middlesex School 1975 — 1978
Calamos Investments July 2012 - January 2015
American Independence Financial Services May 2007 - June 2012
Miller & Jacobs Capital, LLC March 2005 - May 2007
James River Capital Corp. August 2004 - March 2005
Skills
Valuation, Investments, Asset Management, Portfolio Management, Financial Statement..., Asset Managment, Mutual Funds, Equities, Equity Research, Hedge Funds, Trading, Financial Modeling, Finance, Structured Finance, Hedging, Alternative Investments, Asset Allocation, Risk Management, Fixed Income, Bloomberg
Education
Tufts University 2000 — 2004
BA, Economics, Environmental Studies
Good Hope School
American Independence Financial Services September 2010 - December 2011
AllianceBernstein July 2008 - August 2009
Alliance Bernstein December 2007 - July 2008
Alliance Capital 2002 - 2007
Regent Investor Services 1998 - 2002
Palley Needelman Asset Management 1996 - 1998
Wolf, Webb, Burk and Campbell 1987 - 1996
Saint Joseph's University 1987 - 1991
Continental Bank 1981 - 1983
Skills
Behavioral Finance, Alternative Investments, Separately Managed..., Asset Allocation, Series 7, Mutual Funds
Education
CAIA
Chartered Alternative Investment Analyst
CFA Institute
CFA
Temple University 1982 — 1986
MS, Finance
University of Delaware 1975 — 1980
BS, Economics
Minyanville Media, Inc. July 2008 - July 2014
NexTalk June 2008 - July 2014
USAA Financial Services 2011 - 2012
American Independence Financial Services June 2010 - June 2011
Dreyfus (BNY Mellon) April 1996 - April 2008
Scudder Investments (Deutsche Bank) April 2002 - March 2005
PaineWebber (UBS) September 1979 - March 1996
Skills
Alternative Investments, Asset Allocation, Asset Managment, Asset Management, Finance, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Management, Morningstar, Mutual Funds, Portfolio Management, Public Speaking, Retirement Planning, Sales, Series 63, Series 7, Strategic Planning, Team Building, Wealth Management, Equities, Executive Management, Securities
Education
University of Pennsylvania - The Wharton School 1986 — 1988
SII, Financial services
Marquette University 1972 — 1976
Journalism
Eight Bridges Capital Management January 2015 - Present
Cerulean Skies Winery January 2010 - Present
White Space June 2013 - Present
Calamos Investments July 2012 - January 2015
FocusPoint Advisors, LLC August 2009 - July 2012
American Independence Financial Services May 2007 - June 2012
Miller & Jacobs Capital, LLC July 2005 - January 2009
Mizuho Corporate Bank September 1994 - July 2005
Skills
Portfolio Management, Asset Management, Leveraged Finance, Equity Research, Restructuring, Corporate Advisory, Structured Finance, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Equities, Financial Analysis, Hedge Funds, Investments, Business Strategy, Credit Analysis, Alternative Investments, New Business Development, Energy, Asset Managment, Securities, Strategy, Finance, Financial Services, Trading
Education
Cornell University - S.C. Johnson Graduate School of Management 1992 — 1994
MBA
Middlebury College 1988 — 1992
BA, International Politics & Economics
Università degli Studi di Firenze 1990 — 1991
International Economics with Mario Draghi
Pine Crest School 1975 — 1988
St. Barnabas Hospital 2015 - Present
Fordham University September 2014 - Present
Fordham University October 2013 - Present
American Independence Financial Services 2014 - 2015
Skills
Research, Public Speaking, Laboratory Skills, Time Management, Public Relations, Academic Tutoring, Microsoft Word, Teamwork, PowerPoint, Microsoft Excel, NMR Spectroscopy, Molecular & Cellular..., Facebook, Work Ethic
Education
Fordham University 2013 — 2017
Pre-Medicine/Pre-Medical Studies, Junior
Seton Hall Preparatory School 2009 — 2013
High School Diploma
Bessemer Venture Partners June 2015 - Present
PwC October 2014 - November 2014
JA Forlines Global Investment Managment June 2014 - August 2014
American Independence Financial Services June 2013 - January 2014
Baller Social TV February 2012 - June 2013
Skills
Public Speaking, Teamwork, Microsoft Excel, Investment Research, Sales, Marketing, WordPress, Microsoft Word, PowerPoint, Management, Microsoft Office, Research, Writing, Social Networking, Mathematics, Leadership
Education
Fordham University 2013 — 2017
Finance, General, 3.52
Brophy college prep 2009 — 2013
Diploma
Maricopa Community Colleges 2009 — 2013
PCIS ~ Knowledge Infused Technology August 2013 - Present
Corbis December 2012 - August 2013
NMA Entertainment & Marketing June 2010 - December 2012
American Independence Financial Services March 2008 - August 2010
American Independence Financial Services October 2007 - May 2010
Delta Air Lines February 2007 - October 2007
Skills
Social Media, Account Management, Brand Management, Branded Entertainment, Promotions, Project Management, Public Relations, Marketing Strategy, Partnerships, Product Placement, Sponsorship, Digital Marketing, Digital Media, Entertainment, Integrated Marketing
Education
Emory University 2003 — 2007
BBA, Organizational Management and Finance
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance & Organizational Management
Ranney 1991 — 2003
Essex Property Trust March 2013 - April 2015
Lockheed Martin Space Systems Company December 2006 - October 2012
American Independence Financial Services September 2005 - November 2006
Tishman Speyer - New York City June 2005 - November 2006
Golden Gate University June 1997 - June 2005
Neiman Marcus June 1993 - June 1997
Skills
Employee Relations, Talent Management, Employee Engagement, Leadership Development, Performance Management, Recruiting, Workforce Planning, Training, Coaching, Human Resources, Change Management, HR Policies, Succession Planning, College Recruiting, Career Development, Strategic Planning, Team Building, Employee Handbooks, Compensation, Employee Recognition, Employee Benefits, Organizational...
Education
Golden Gate University 2004 — 2005
Master of Science, Human Resource Management
Golden Gate University 1999 — 2002
Bachelor of Arts in Human Relations, Human Resource Management
Fashion Institute of Design & Merchandising 1993 — 1995
Associate of Arts, Merchandising & Marketing
Curian Capital March 2013 - Present
Hudson Canyon Investment Counselors LLC September 2012 - March 2013
American Independence Financial Services January 2009 - September 2012
Reveille Asset Management July 2006 - January 2009
Jamison Prince Asset Management December 2004 - July 2006
Lyon, Stubbs & Tompkins, Inc. 1994 - 2005
Mitchell Hutchins 1990 - 1994
Bankers Trust Company (now Deutsche Bank) 1986 - 1989
Hamilton & Company 1985 - 1986
Skills
CFA, Series 7, Series 63, Series 65, Portfolio Management, client portfolio manager, Product Specialists, manager due diligence, Fixed Income, Equities, Mutual Funds, Trading, Alternative Investments, Asset Allocation, Investments, Asset Management, Derivatives, ETFs, Bloomberg, Global Macro, Wealth Management
Education
Rider University 1982 — 1986
BS, Accouning/Finance
Morgan Stanley November 2014 - Present
Oppenheimer & Co. November 2010 - February 2014
Oppenheimer & Co November 2010 - November 2011
American Independence Financial Services February 2009 - March 2010
Skills
Portfolio Management
Education
Quinnipiac University 2004 — 2008
Bachelor of Science (BS), Entrepreneurship And Small Business Management
Quinnipiac University - School of Business 2004 — 2008
Bachelor of Science, Entrepreneurship & Small Business Management
Water Island Capital, LLC October 2013 - September 2015
American Independence Financial Services June 2013 - September 2013
GRN Chesterfield February 2012 - May 2013
Newton Capital Management, LLC / Bank of New York Mellon 2007 - 2011
Dreyfus Investments/Bank of New York Mellon 2004 - 2007
Rogers & Company, LLC, Black Diamond, LLC, & Daedalus Capital 2002 - 2004
Dreyfus Investments/Bank of New York Mellon 1998 - 2002
Seligman 1992 - 1996
Skills
Strong Presentation..., Complex Problem Solving..., Investment Competence, Skilled in..., Results Oriented Success, Investment Strategies, Alternative Investments, Asset Management, Investment Products, Goal Oriented, Investments, Asset Managment, Strategy, Portfolio Management, Start-ups, Investment Management, Series 7, Business Development, Mutual Funds, Asset Allocation, Wealth Management, Equities, Entrepreneurship, ETFs, Series 63, Hedge Funds, CRM, Separately Managed..., Financial Advisory, Investment Advisory, Securities, Fixed Income, Problem Solving, Leadership, Retirement Planning, Strategic Planning, Financial Services, Series 24, Retirement, Series 65, Private Equity, Bonds, Series 6, FINRA, Uniform Combined State..., Sales, Financial Analysis, IRAs, Financial Markets, Estate Planning
Education
CAIA Association 2014 — 2014
Fundamentals of Alternative Investments Certificate, Alternative Investments, Passing
IMCA - The Wharton School of Business 2001 — 2001
CIMA & Investment Strategist Certificate, Investments and Securities
Northwest Learning Institute 1985 — 1986
Masters of Analysis, Real Estate Investments
Truman State University 1977 — 1981
B.S., Business Administration
American Independence Financial Services 2013 - Present
Guggenheim Investments 2008 - 2012
Lyster Watson November 2007 - November 2008
Fletcher Financial Group Inc. 2004 - 2007
Van Eck Global 1992 - 2004
Fidelity Investments 1989 - 1992
Furman Selz 1985 - 1989
Dreyfus 1979 - 1985
Skills
Mutual Funds, Alternative Investments, ETFs, Series 7, Asset Managment, Equities, Hedge Funds, Investments, Portfolio Management, Series 63, Investment Strategies, Fixed Income, Asset Allocation, Asset Management, Financial Services, Investment Management, Securities, Series 24
Education
Saint Peter's University 1975 — 1979
Weehawken High School 1972 — 1975
BNY/Dreyfus February 2012 - Present
American Independence Financial Services April 2010 - February 2012
Prudential Annuities November 2006 - January 2009
UBS Wealth Management June 1985 - November 2006
UBS Wealth Management June 1985 - November 2006
Skills
Mutual Funds, Annuities, Asset Management, Wealth Management, Banking, Asset Managment, Financial Services, Fixed Income, Insurance, Relationship Management, Sales, Strategic Financial..., Fixed Annuities, Financial Advisory, Venture Capital, Start-ups, Securities, Finance, Investment Management, Series 7, Leadership, Hedge Funds, Financial Planning
Education
Adelphi University
MBA, Economics
Chaminade High School
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science, Finance
U.S. Trust August 2015 - Present
Merrill Edge, Bank of America July 2012 - August 2015
Etrade Financial May 2010 - June 2012
American Independence Financial Services November 2008 - December 2009
JPMorgan Chase & Co. August 2006 - May 2008
Wells Fargo September 2002 - July 2006
Xerox April 1999 - August 2002
Roan Capital Partners LP March 1996 - January 1998
Skills
Series 7, Wealth Management, Portfolio Management, Investment Advisory, Securities, Asset Allocation, Mutual Funds, Series 63, Investments, Asset Management
Education
American InterContinental University 2009 — 2011
Master's degree, Information Technology and Finance
Marymount University 1999 — 2004
BBA, Business Law and Finance