Direxionfunds Company
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Direxionfunds Employees
Lyft November 2013 - Present
Yelp May 2013 - November 2013
Red Curve Solutions June 2012 - May 2013
Free People 2011 - 2012
Direxionfunds May 2011 - August 2011
Skills
Facebook, Microsoft Excel, Social Networking, PowerPoint, Microsoft Office, Microsoft Word, Salesforce.com, Social Media Marketing, Event Planning, Public Relations, Leadership, Social Media, Blogging, Sales
Education
Villanova University 2008 — 2012
Bachelor of Arts (B.A.), Communication
Danish Institute for Study Abroad 2011 — 2011
College of Charleston 2008 — 2009
BlackRock August 2013 - Present
VideoNitch December 2012 - July 2013
Direxionfunds January 2012 - November 2012
John Hancock Financial Services November 2003 - November 2011
ING Investment Management April 2002 - October 2003
Fidelity Investments 1996 - 2002
Skills
Consultative Selling, Business Relationship..., Start-ups, Rebuilding Territories, Mutual Funds, Series 63, Retirement Planning, Alternative Investments, Series 7, Asset Allocation, Investments, Financial Planning, Wealth Management, Wealth, New Business Development, ETFs, Strategic Financial..., Asset Management, Separately Managed..., Fixed Annuities, Series 65, 401k, Portfolio Management, Business Development, Investment Management
Education
Northeastern University 1974 — 1979
BS, Marketing/Marketing Management, General
Wharton School, University of Pennsylvania 2008 — 2010
Securities Industry Institute®
New York Life Insurance Company January 2011 - Present
Direxionfunds March 2010 - January 2011
Pioneer Investments, San Diego CA October 2008 - July 2009
Pioneer Investments January 2008 - October 2008
Pioneer Investments January 2006 - January 2008
American Express Financial Advisors 2002 - 2004
Skills
CRM, Mutual Funds, Investments, Series 7, Retirement, Business Planning, Fixed Annuities, Retirement Planning
Education
Anna Maria College 2000 — 2003
BA, Business Administration
Daniel Webster College
Arrow Investment Advisors March 2014 - Present
DirexionFunds December 2011 - December 2013
MetLife Financial Services November 2009 - December 2011
Morgan Stanley Investment Management March 1998 - August 2008
Paine Webber Group July 1996 - January 1998
Merrill Lynch April 1983 - July 1996
Skills
Sales, Consulting, Series 7, Alternative Investments, Wealth Management, Series 63, Asset Allocation, Investments, Asset Managment, Equities, ETFs, Portfolio Management, Hedge Funds, Financial Services, Separately Managed..., Structured Products, Financial Advisory, Strategic Financial..., Fund Of Funds, Private Equity, Equity Research, Retirement Planning, Business Development, Start-ups, Retirement, Investment Strategies, Asset Management, Investment Management, Investment Advisory, Series 65, Finance, Securities, FINRA, Fixed Income, Series 24, Series 6, Fixed Annuities, 401k, Uniform Combined State..., Wealth, Relationship Management, Wealth Management..., Capital Markets, Options, Bonds, Bloomberg, Life Insurance, Trading, Equity Trading, High Net Worth...
Education
Pace University - Lubin School of Business
BBA Marketing, Marketing, Economics
John Hancock Investments January 2015 - Present
Direxionfunds January 2013 - May 2014
Baron Capital June 2009 - November 2012
Allianz Global Investors February 2007 - June 2009
ADP October 2005 - April 2006
Skills
Series 7, Series 63, Mutual Funds, Series 65, Asset Allocation, Alternative Investments, Separately Managed..., Asset Managment, Investments, Fixed Income, ETFs, Equities, Series 6, 529 Plans, Uniform Combined State..., Financial Markets, Securities, Wealth Management..., Wealth Management
Education
Ramapo College of NJ
Bachelor of Science, Business
Don Bosco Prep 1996 — 1999
Assumption College
Oracle February 2013 - Present
Bishop Asset Management February 2012 - February 2013
Direxionfunds March 2010 - November 2011
Bishop Asset Management September 2008 - December 2009
Columbia Management January 2005 - September 2009
Skills
Wealth Management, Options, Series 63, ETFs, Series 7, Financial Services, Asset Allocation, Mutual Funds, Hedge Funds, Equities, Investment Strategies, Investments, Sales, Fixed Income, Portfolio Management, Asset Management, Investment Advisory, Business Intelligence
Education
University of Delaware 2000 — 2004
BS, Economics
Delaware Valley Regional Highschool 1996 — 2000
Bachelor of Science (BS), Business/Managerial Economics
Bloomberg LP August 2014 - Present
University of Florida September 2013 - May 2014
Delta Sigma Pi September 2012 - May 2014
Havas Media June 2013 - August 2013
TOD'S Group May 2012 - August 2012
Direxionfunds June 2011 - August 2011
Skills
Leadership, Microsoft Excel, Marketing, Public Speaking, Microsoft Office, R Program, Project Management, Marketing Strategy, Social Media Marketing
Education
University of Florida 2012 — 2014
Bachelor of Science (BS), Marketing/Marketing Management, General, Senior
Kent Place School 2004 — 2009
High School Diploma
Carnegie Mellon University
Deutsche Bank September 2013 - Present
Direxionfunds December 2010 - September 2013
Direxionfunds June 2009 - December 2010
JWM Partners December 2008 - June 2009
JWM Partners October 2006 - December 2008
Iona College 2005 - 2006
Skills
Equities, Hedge Funds, Bloomberg, Fixed Income, ETFs, Equity Derivatives, Valuation, Microsoft Excel, Excel, Asset Management, Mutual Funds, Portfolio Management, Derivatives, Risk Management
Education
Iona College 2005 — 2006
Masters of Business Administration (MBA), Financial Management
Iona College 2005 — 2006
International Business Certificate, International Business
Iona College 2001 — 2005
Bachelors of Business Administration (BBA), Finance, Cum Laude
TD Ameritrade April 2013 - Present
Direxionfunds January 2009 - April 2013
Direxionfunds November 2006 - December 2008
Sun Life Financial Distributors June 2005 - November 2006
Putnam Investments October 2002 - June 2005
Putnam Investments November 2001 - October 2002
Putnam Investments November 1999 - November 2001
Skills
Series 63, ETFs, Series 7, Mutual Funds, Alternative Investments, Investments, Wholesaling, New Business Development, Annuities, Managed Futures, Separately Managed..., Series 65, Securities, Series 24, Series 6, Wealth Management, Fixed Annuities
Education
University of Rhode Island 1994 — 1998
Bachelor's degree, Communication and Media Studies
Xios Technologies 2013 - Present
Direxionfunds May 2006 - October 2010
Credit Suisse 2003 - 2005
Morgan Stanley 2001 - 2002
Fidelity Investments 1994 - 1999
Skills
Portfolio Management, Investments, Asset Management, Asset Allocation, Fixed Income Trading, Credit Trading, Market Making, Credit Derivatives, Credit Risk, Asset Managment, Quantitative Analytics, Fixed Income, High Yield, Bonds, CDS, MBS, Trading
Education
Columbia University in the City of New York 2011 — 2013
Master of Science (MS), OR (Engineering Methods in FInance)
Columbia Business School 1999 — 2001
MBA, Accounting and Finance
UMass Amherst 1991 — 1994
BBA, Accounting and Finance
Xaverian
Merrill Lynch March 2014 - Present
Direxionfunds December 2011 - March 2014
BlackRock September 2009 - December 2011
BlackRock May 2008 - August 2008
BlackRock May 2007 - August 2007
BlackRock June 2006 - August 2006
Skills
Mutual Funds, ETFs, Series 7, SQL, Due Diligence, Commodities, Managed Futures, Volatility, Asset Allocation, Derivatives, Hedge Funds, Investments, Alternative Investments, Asset Management, Bloomberg, Valuation, Fixed Income, Investment Management
Education
Bucknell University 2005 — 2009
BA, Economics, Philosophy
Direxionfunds December 2011 - November 2012
Direxionfunds April 2011 - December 2011
Permal Asset Management August 2008 - September 2009
Merrill Lynch December 2006 - July 2008
Merrill Lynch August 2000 - September 2006
Morgan Stanley June 1999 - August 1999
Skills
Series 7, Fixed Income, FINRA, Series 63, Alternative Investments, Strategic Financial..., Equities
Education
Emory University - Goizueta Business School 1998 — 2000
MBA, Finance
University of Florida 1986 — 1990
BA, Economics