GunnAllen Financial
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GunnAllen Financial Employees
Employee
Years
Job
Industry
Michael Pilger Michael Pilger's GunnAllen Financial Experience 2003 - 2009
Job Vice President of Operations
Industry Medical Devices
Experience
National Dentex Corp September 2010 - Present
Rawlings Sporting Goods February 2009 - September 2010
GunnAllen Financial 2003 - 2009
Skills
Strategic Planning, Forecasting, Financial Analysis, Process Improvement, Strategic Financial..., Team Building, Mergers & Acquisitions, Budgets, Managerial Finance, Finance, Financial Reporting, Management, Leadership, Competitive Analysis, Executive Management
Education
Harvard Business School 2013 — 2013
Executive Education
University of Florida - Warrington College Of Business 2002 — 2004
MBA, Finance, Magna Cum Laude
University of South Florida - College of Business Administration 1996 — 1999
BS, Finance, Magna Cum Laude
SHG 1991 — 1995
National Dentex Corp September 2010 - Present
Rawlings Sporting Goods February 2009 - September 2010
GunnAllen Financial 2003 - 2009
Skills
Strategic Planning, Forecasting, Financial Analysis, Process Improvement, Strategic Financial..., Team Building, Mergers & Acquisitions, Budgets, Managerial Finance, Finance, Financial Reporting, Management, Leadership, Competitive Analysis, Executive Management
Education
Harvard Business School 2013 — 2013
Executive Education
University of Florida - Warrington College Of Business 2002 — 2004
MBA, Finance, Magna Cum Laude
University of South Florida - College of Business Administration 1996 — 1999
BS, Finance, Magna Cum Laude
SHG 1991 — 1995
Alex Kirchman Alex Kirchman's GunnAllen Financial Experience January 2001 - January 2003
Job CEO at Safeguard Sports
Industry Sporting Goods
Experience
Safeguard Sports May 2012 - Present
PEMC January 2003 - May 2012
GunnAllen Financial January 2001 - January 2003
Skills
Analytics, Social Media, Strategic Planning, Sales Management, International Sales
Education
Chamberlain High School 1993 — 1997
University of Central Florida
Safeguard Sports May 2012 - Present
PEMC January 2003 - May 2012
GunnAllen Financial January 2001 - January 2003
Skills
Analytics, Social Media, Strategic Planning, Sales Management, International Sales
Education
Chamberlain High School 1993 — 1997
University of Central Florida
Christian Stone's GunnAllen Financial Experience January 2004 - July 2004
Job Wealth Advisor at PRW Wealth Management
Industry Investment Management
Experience
PRW Wealth Management July 2014 - Present
Morgan Stanley July 2013 - July 2014
U.S. Trust January 2008 - July 2013
Bank of America July 2005 - December 2007
JPMorgan Chase August 2004 - July 2005
GunnAllen Financial January 2004 - July 2004
Harrison Securities November 2002 - October 2003
Skills
Wealth Management, Investments, Retirement Planning, Series 7, Estate Planning, Investment Management, Finance, Banking, Financial Advisory, Entrepreneurship, Management, Wealth, Trading, Sales, Tax, Equities, Asset Allocation, High Net Worth..., Portfolio Management
Education
Boston University Questrom School of Business 2010 — 2011
Master's Degree, Investment Management
Mount St. Mary's University 1998 — 2002
Bachelor's Degree, Business
PRW Wealth Management July 2014 - Present
Morgan Stanley July 2013 - July 2014
U.S. Trust January 2008 - July 2013
Bank of America July 2005 - December 2007
JPMorgan Chase August 2004 - July 2005
GunnAllen Financial January 2004 - July 2004
Harrison Securities November 2002 - October 2003
Skills
Wealth Management, Investments, Retirement Planning, Series 7, Estate Planning, Investment Management, Finance, Banking, Financial Advisory, Entrepreneurship, Management, Wealth, Trading, Sales, Tax, Equities, Asset Allocation, High Net Worth..., Portfolio Management
Education
Boston University Questrom School of Business 2010 — 2011
Master's Degree, Investment Management
Mount St. Mary's University 1998 — 2002
Bachelor's Degree, Business
Greg Valker, PMP, CISSP, C|EH, ITIL ∴ Greg Valker, PMP, CISSP, C|EH, ITIL ∴'s GunnAllen Financial Experience October 2006 - September 2007
Job ISSO
Industry Information Technology and Services
Experience
Verizon Enterprise Solutions May 2015 - Present
Edgesource June 2011 - May 2015
Unisys October 2007 - June 2011
The Revere Group July 2006 - October 2007
GunnAllen Financial October 2006 - September 2007
General Dynamics January 2005 - October 2005
Harris InfoSource August 2003 - January 2005
Orkand 2003 - 2005
Proxicom May 2000 - August 2003
Forsythe February 2000 - May 2000
Skills
Security, System Administration, Integration, Information Assurance, Active Directory, Networking, Troubleshooting, Information Security, Computer Security, CISSP, Visio, DoD, Infrastructure, Project Management, System Deployment, Software Installation, Disaster Recovery, Information Technology, Security+, ITIL, SDLC, Technical Support, Testing, SharePoint, WAN, Team Leadership, Vulnerability Assessment, Project Planning, Information Security..., IT Operations, Databases, network secur, Cisco Switches, Microsoft, Change Management, Government Compliance, Project Implementation, Information Management, Security Awareness, FISMA, NIST 800-53, NIST, Threat & Vulnerability..., Security Policy..., Information Risk, Overseas Experience, Business Travel, PMP, Risk Assessment, CompTIA Security+
Education
Illinois State University 1991 — 1997
BA, Russian Studies, Political Science, Economics, Anthropology
Illinois State University 1991 — 1997
Bachelor of Arts (B.A.), Russian Studies and Political Science
Verizon Enterprise Solutions May 2015 - Present
Edgesource June 2011 - May 2015
Unisys October 2007 - June 2011
The Revere Group July 2006 - October 2007
GunnAllen Financial October 2006 - September 2007
General Dynamics January 2005 - October 2005
Harris InfoSource August 2003 - January 2005
Orkand 2003 - 2005
Proxicom May 2000 - August 2003
Forsythe February 2000 - May 2000
Skills
Security, System Administration, Integration, Information Assurance, Active Directory, Networking, Troubleshooting, Information Security, Computer Security, CISSP, Visio, DoD, Infrastructure, Project Management, System Deployment, Software Installation, Disaster Recovery, Information Technology, Security+, ITIL, SDLC, Technical Support, Testing, SharePoint, WAN, Team Leadership, Vulnerability Assessment, Project Planning, Information Security..., IT Operations, Databases, network secur, Cisco Switches, Microsoft, Change Management, Government Compliance, Project Implementation, Information Management, Security Awareness, FISMA, NIST 800-53, NIST, Threat & Vulnerability..., Security Policy..., Information Risk, Overseas Experience, Business Travel, PMP, Risk Assessment, CompTIA Security+
Education
Illinois State University 1991 — 1997
BA, Russian Studies, Political Science, Economics, Anthropology
Illinois State University 1991 — 1997
Bachelor of Arts (B.A.), Russian Studies and Political Science
Ross O'Donnell's GunnAllen Financial Experience January 2006 - April 2007
Job Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2008 - Present
Bear Stearns January 2008 - March 2008
GunnAllen Financial January 2006 - April 2007
Education
Assumption College 2000 — 2004
BA, Marketing, Finance
Credit Suisse 2008 - Present
Bear Stearns January 2008 - March 2008
GunnAllen Financial January 2006 - April 2007
Education
Assumption College 2000 — 2004
BA, Marketing, Finance
Michael Halperin Michael Halperin's GunnAllen Financial Experience 2007 - 2008
Job Business Development Manager at American Red Cross
Industry Marketing and Advertising
Experience
American Red Cross April 2015 - Present
Habitat for Humanity International August 2014 - Present
Barkley Kalpak Agency September 2013 - January 2015
Austin & Williams October 2012 - June 2013
MDB Capital Group/Benchmark Capital 2008 - 2012
GunnAllen Financial 2007 - 2008
SidneyMack Associates/Sterling Financial 2002 - 2007
Investec Ernst & Company 1999 - 2002
LaGuardia Courtyard Marriott 1998 - 1999
Millennium Partners/The Phillips Club 1997 - 1998
Skills
Advertising, Social Media Marketing, Marketing, Marketing Strategy, Sports, Digital Media, Social Media, New Business Development, Digital Strategy, Digital Marketing, Online Marketing, Lead Generation, Copywriting, Mobile Marketing, Social Networking, Email Marketing, Online Advertising, Community Development, Non-Profit Growth..., Finance, Business Operations, Communications, Project Management
Education
Canisius College
Bachelor's Degree, Business Management
American Red Cross April 2015 - Present
Habitat for Humanity International August 2014 - Present
Barkley Kalpak Agency September 2013 - January 2015
Austin & Williams October 2012 - June 2013
MDB Capital Group/Benchmark Capital 2008 - 2012
GunnAllen Financial 2007 - 2008
SidneyMack Associates/Sterling Financial 2002 - 2007
Investec Ernst & Company 1999 - 2002
LaGuardia Courtyard Marriott 1998 - 1999
Millennium Partners/The Phillips Club 1997 - 1998
Skills
Advertising, Social Media Marketing, Marketing, Marketing Strategy, Sports, Digital Media, Social Media, New Business Development, Digital Strategy, Digital Marketing, Online Marketing, Lead Generation, Copywriting, Mobile Marketing, Social Networking, Email Marketing, Online Advertising, Community Development, Non-Profit Growth..., Finance, Business Operations, Communications, Project Management
Education
Canisius College
Bachelor's Degree, Business Management
Barry Toole Barry Toole's GunnAllen Financial Experience May 2003 - August 2005
Job Financial Services Professional
Industry Financial Services
Experience
Independent Financial Partners December 2010 - November 2012
LPL Finanical November 2007 - December 2010
Invest Financial August 2006 - November 2007
Signal Securities, Inc. January 2006 - August 2006
GunnAllen Financial May 2003 - August 2005
Signal Securities, Inc. April 2002 - May 2003
E*TRADE Financial August 2001 - April 2002
Southwest Securities April 2000 - August 2001
TD Ameritrade February 1999 - March 2000
Skills
FINRA, Series 7, Investment Advisory, 401k, Series 63, Strategic Financial..., Securities, Asset Management, Retirement Planning, Financial Advisory, Financial Planning, Financial Services, Wealth Management, Finance, Retirement, Equities, Mutual Funds
Education
College for Financial Planning 2011 — 2014
Master of Science (MS), Finance
The University of Texas at Austin 1995 — 1997
Bachelor of Science (BS), Communications
Tarrant County College 1993 — 1995
Virginia Military Institute 1993 — 1993
Independent Financial Partners December 2010 - November 2012
LPL Finanical November 2007 - December 2010
Invest Financial August 2006 - November 2007
Signal Securities, Inc. January 2006 - August 2006
GunnAllen Financial May 2003 - August 2005
Signal Securities, Inc. April 2002 - May 2003
E*TRADE Financial August 2001 - April 2002
Southwest Securities April 2000 - August 2001
TD Ameritrade February 1999 - March 2000
Skills
FINRA, Series 7, Investment Advisory, 401k, Series 63, Strategic Financial..., Securities, Asset Management, Retirement Planning, Financial Advisory, Financial Planning, Financial Services, Wealth Management, Finance, Retirement, Equities, Mutual Funds
Education
College for Financial Planning 2011 — 2014
Master of Science (MS), Finance
The University of Texas at Austin 1995 — 1997
Bachelor of Science (BS), Communications
Tarrant County College 1993 — 1995
Virginia Military Institute 1993 — 1993
Jeff Keenan - LION Jeff Keenan - LION's GunnAllen Financial Experience November 2007 - August 2009
Job Seeking Opportunities in NAPLES, FL area
Industry Philanthropy
Experience
FurryWraps LLC June 2012 - Present
RealMatch, Inc. February 2015 - August 2015
eCareer, Inc. November 2014 - April 2015
Soaring June 2014 - November 2014
eCareer, Inc. March 2014 - May 2014
Teleperformance July 2012 - February 2014
PeerThis January 2012 - July 2012
PartsBase.com September 2009 - November 2011
GunnAllen Financial November 2007 - August 2009
Florida Atlantic University September 2005 - May 2006
Skills
Business Development, Sales, Management, Social Media Marketing, Recruitment Advertising, Marketing Strategy, Account Management, Leadership, Project Management, B2B, Social Networking, Team Leadership, Sales Management, Applicant Tracking..., Salesforce.com, Talent Acquisition, International Sales, Training, Sales Presentations, Market Research, Recruiting, Business Networking, Microsoft Exchange, Cloud Computing, Troubleshooting, Active Directory, Technical Training, Computer Security
Education
Florida Atlantic University 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
York College of Pennsylvania 2002 — 2005
Computer Engineering
Butler High School 1998 — 2002
High School
FurryWraps LLC June 2012 - Present
RealMatch, Inc. February 2015 - August 2015
eCareer, Inc. November 2014 - April 2015
Soaring June 2014 - November 2014
eCareer, Inc. March 2014 - May 2014
Teleperformance July 2012 - February 2014
PeerThis January 2012 - July 2012
PartsBase.com September 2009 - November 2011
GunnAllen Financial November 2007 - August 2009
Florida Atlantic University September 2005 - May 2006
Skills
Business Development, Sales, Management, Social Media Marketing, Recruitment Advertising, Marketing Strategy, Account Management, Leadership, Project Management, B2B, Social Networking, Team Leadership, Sales Management, Applicant Tracking..., Salesforce.com, Talent Acquisition, International Sales, Training, Sales Presentations, Market Research, Recruiting, Business Networking, Microsoft Exchange, Cloud Computing, Troubleshooting, Active Directory, Technical Training, Computer Security
Education
Florida Atlantic University 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
York College of Pennsylvania 2002 — 2005
Computer Engineering
Butler High School 1998 — 2002
High School
Joseph Wander Joseph Wander's GunnAllen Financial Experience December 2006 - December 2007
Job Analyst
Industry Market Research
Experience
GE Security December 2011 - Present
Amerilife Financial November 2009 - December 2011
Pointe Capital March 2008 - September 2009
GunnAllen Financial December 2006 - December 2007
Hankinson Financial September 2005 - December 2006
Rising Bagel Cafe August 2002 - August 2005
Skills
Social Media, Public Speaking, Editing, Research, Blogging, Creative Writing, Social Networking, Public Relations, Event Planning, Teaching, Copywriting, Management
Education
Florida State University 2003 — 2004
Bachelor, Economics
University of Scranton 2001 — 2003
Minor, Business
GE Security December 2011 - Present
Amerilife Financial November 2009 - December 2011
Pointe Capital March 2008 - September 2009
GunnAllen Financial December 2006 - December 2007
Hankinson Financial September 2005 - December 2006
Rising Bagel Cafe August 2002 - August 2005
Skills
Social Media, Public Speaking, Editing, Research, Blogging, Creative Writing, Social Networking, Public Relations, Event Planning, Teaching, Copywriting, Management
Education
Florida State University 2003 — 2004
Bachelor, Economics
University of Scranton 2001 — 2003
Minor, Business
Jeffrey Elias Jeffrey Elias's GunnAllen Financial Experience May 2009 - August 2009
Job Account Executive at Stack Overflow
Industry Internet
Experience
Stack Overflow June 2015 - Present
Disqus February 2015 - April 2015
Disqus October 2013 - February 2015
CraigMichaels, Inc February 2013 - September 2013
Main Street Hub August 2012 - January 2013
Patch.com November 2011 - August 2012
Institute for International Research December 2010 - November 2011
DME Capital LLC May 2010 - November 2010
GunnAllen Financial May 2009 - August 2009
DME Securities December 2006 - January 2007
Skills
CRM, Marketing, Advertising, Salesforce.com, Online Marketing, Online Advertising, Sales, Social Media, Lead Generation, Social Media Marketing, Microsoft Excel, Selling, Email Marketing, Contract Negotiation, Customer Retention, Training, Cold Calling, Sales Management, Sales Prospecting, Relationship Management, Microsoft Word, Social Networking, Trade Shows, Account Management, Advertising Sales, Microsoft Office, Digital Media, Business Development, Consultative Selling, PowerPoint, Recruitment Advertising, Word, Customer Relations, Excel, Outlook, Access, Pipeline Management, Financial Statements, Digital Marketing, Content Marketing, PPC, Web Content
Education
State University of New York at Buffalo - School of Management 2009 — 2010
Masters, Financial Management
University at Buffalo 2005 — 2009
BS, Finance and Management Information Systems
G.W. Hewlett HS 2001 — 2005
Stack Overflow June 2015 - Present
Disqus February 2015 - April 2015
Disqus October 2013 - February 2015
CraigMichaels, Inc February 2013 - September 2013
Main Street Hub August 2012 - January 2013
Patch.com November 2011 - August 2012
Institute for International Research December 2010 - November 2011
DME Capital LLC May 2010 - November 2010
GunnAllen Financial May 2009 - August 2009
DME Securities December 2006 - January 2007
Skills
CRM, Marketing, Advertising, Salesforce.com, Online Marketing, Online Advertising, Sales, Social Media, Lead Generation, Social Media Marketing, Microsoft Excel, Selling, Email Marketing, Contract Negotiation, Customer Retention, Training, Cold Calling, Sales Management, Sales Prospecting, Relationship Management, Microsoft Word, Social Networking, Trade Shows, Account Management, Advertising Sales, Microsoft Office, Digital Media, Business Development, Consultative Selling, PowerPoint, Recruitment Advertising, Word, Customer Relations, Excel, Outlook, Access, Pipeline Management, Financial Statements, Digital Marketing, Content Marketing, PPC, Web Content
Education
State University of New York at Buffalo - School of Management 2009 — 2010
Masters, Financial Management
University at Buffalo 2005 — 2009
BS, Finance and Management Information Systems
G.W. Hewlett HS 2001 — 2005
Erika Bloom Erika Bloom's GunnAllen Financial Experience January 2004 - October 2004
Job Property Manager at Prologis
Industry Real Estate
Experience
Prologis February 2009 - Present
Prologis June 2006 - February 2009
Prologis October 2004 - June 2006
GunnAllen Financial January 2004 - October 2004
Tuesday Morning April 1999 - December 2003
Skills
Leases, Property Management, Lease Administration, Real Estate, Yardi, Tenant, Commercial Real Estate, Landlords, Property, Construction, Construction Management, Budgets
Education
California State University-Fullerton 1999 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
California State University-Fullerton 1999 — 2004
Bachelor of Arts (B.A.), Criminal Justice
Prologis February 2009 - Present
Prologis June 2006 - February 2009
Prologis October 2004 - June 2006
GunnAllen Financial January 2004 - October 2004
Tuesday Morning April 1999 - December 2003
Skills
Leases, Property Management, Lease Administration, Real Estate, Yardi, Tenant, Commercial Real Estate, Landlords, Property, Construction, Construction Management, Budgets
Education
California State University-Fullerton 1999 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
California State University-Fullerton 1999 — 2004
Bachelor of Arts (B.A.), Criminal Justice
Joseph LaScala Joseph LaScala's GunnAllen Financial Experience July 2002 - July 2009
Job Sr. Managing Director at Aegis Captial, Corp.
Industry Investment Management
Experience
Aegis Captial, Corp. March 2012 - Present
Acumen Insurance Services June 2011 - February 2012
Acumen Investment Services July 2009 - February 2012
Paulson Investment Co. 2010 - 2012
GunnAllen Financial July 2002 - July 2009
Investec 1999 - 2002
Sherman and Sterling 1997 - 1998
Skills
Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Retirement, Series 7, Estate Planning, Asset Allocation, Securities, Asset Management, Portfolio Management, Insurance, 401k, Life Insurance, Series 63, Long-term Care
Education
Hofstra University 2001 — 2007
MBA, Finance
Manhattan College 1995 — 1999
BA, Finance
Aegis Captial, Corp. March 2012 - Present
Acumen Insurance Services June 2011 - February 2012
Acumen Investment Services July 2009 - February 2012
Paulson Investment Co. 2010 - 2012
GunnAllen Financial July 2002 - July 2009
Investec 1999 - 2002
Sherman and Sterling 1997 - 1998
Skills
Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Retirement, Series 7, Estate Planning, Asset Allocation, Securities, Asset Management, Portfolio Management, Insurance, 401k, Life Insurance, Series 63, Long-term Care
Education
Hofstra University 2001 — 2007
MBA, Finance
Manhattan College 1995 — 1999
BA, Finance
Matthew Beltman Matthew Beltman's GunnAllen Financial Experience August 2008 - December 2008
Job Fidus Investment Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Fidus Investment Advisors, LLC July 2015 - Present
Wells Fargo Securities September 2013 - June 2015
Southwest Securities February 2012 - August 2013
Bank of America June 2011 - August 2011
Shandon Hill Capital May 2009 - July 2010
Morgan Stanley Smith Barney January 2009 - May 2009
GunnAllen Financial August 2008 - December 2008
South Carolina Department of Revenue November 2007 - August 2008
Skills
Bloomberg, SNL, Capital IQ
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2011
Master of Professional Accounting, Financial Reporting and Assurance
University of South Carolina - Darla Moore School of Business 2006 — 2010
Bachelors of Science in Business Administration, Accounting and Finance with a Minor in Economics
Fidus Investment Advisors, LLC July 2015 - Present
Wells Fargo Securities September 2013 - June 2015
Southwest Securities February 2012 - August 2013
Bank of America June 2011 - August 2011
Shandon Hill Capital May 2009 - July 2010
Morgan Stanley Smith Barney January 2009 - May 2009
GunnAllen Financial August 2008 - December 2008
South Carolina Department of Revenue November 2007 - August 2008
Skills
Bloomberg, SNL, Capital IQ
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2011
Master of Professional Accounting, Financial Reporting and Assurance
University of South Carolina - Darla Moore School of Business 2006 — 2010
Bachelors of Science in Business Administration, Accounting and Finance with a Minor in Economics
Stephen Michals Stephen Michals's GunnAllen Financial Experience January 2003 - May 2010
Job
Industry Staffing and Recruiting
Experience
National Securities October 2011 - Present
Uptick Consulting April 2010 - Present
GunnAllen Financial January 2003 - May 2010
Montauk Financial Group October 2000 - January 2003
HD Brous & Co. December 1997 - March 1999
IAI January 1994 - December 1997
Skills
Recruiting, Broker-Dealer, Financial Services, Brokerage, Investment Advisory, Business Development, Securities, Capital Markets, Trading, Risk Management, Retirement, Funding, Negotiation, Bonds, Management, Human Resources, Series 65, Private Equity, Investment Strategies, Portfolio Management, Series 7, Options, AML, Finance, Series 63, Electronic Trading, Financial Markets, Fixed Income, ETFs, Investment Management, Venture Capital, Mergers & Acquisitions, Equity Trading, Due Diligence
Education
Monmouth University 1988 — 1991
BS
Rider University 1987 — 1988
National Securities October 2011 - Present
Uptick Consulting April 2010 - Present
GunnAllen Financial January 2003 - May 2010
Montauk Financial Group October 2000 - January 2003
HD Brous & Co. December 1997 - March 1999
IAI January 1994 - December 1997
Skills
Recruiting, Broker-Dealer, Financial Services, Brokerage, Investment Advisory, Business Development, Securities, Capital Markets, Trading, Risk Management, Retirement, Funding, Negotiation, Bonds, Management, Human Resources, Series 65, Private Equity, Investment Strategies, Portfolio Management, Series 7, Options, AML, Finance, Series 63, Electronic Trading, Financial Markets, Fixed Income, ETFs, Investment Management, Venture Capital, Mergers & Acquisitions, Equity Trading, Due Diligence
Education
Monmouth University 1988 — 1991
BS
Rider University 1987 — 1988
Neha Dhindsa's GunnAllen Financial Experience 2007 - 2007
Job Summer Associate at Venable LLP
Industry Law Practice
Experience
UBS Wealth Management June 2014 - August 2014
Western Union Business Solutions March 2013 - July 2013
Western Union Business Solutions September 2010 - March 2013
Travelex September 2009 - September 2010
Kidron Corporate Advisors LLC 2008 - 2008
GunnAllen Financial 2007 - 2007
UBS Wealth Management 2006 - 2007
Skills
Regulatory Affairs, Licensing, Risk Management, Economics, Private Equity, Financial Services, Legal Research, Legal Writing, Due Diligence, Research, Analysis, Financial Analysis, Banking, OFAC, Mergers & Acquisitions, Corporate Finance, Financial Markets, Capital Markets
Education
The George Washington University Law School 2013 — 2016
Doctor of Law (J.D.)
Barnard College, Columbia University 2005 — 2009
B.A., Economics, Political Science
Columbia University in the City of New York 2005 — 2009
Bachelor of Arts (B.A.), Economics
UBS Wealth Management June 2014 - August 2014
Western Union Business Solutions March 2013 - July 2013
Western Union Business Solutions September 2010 - March 2013
Travelex September 2009 - September 2010
Kidron Corporate Advisors LLC 2008 - 2008
GunnAllen Financial 2007 - 2007
UBS Wealth Management 2006 - 2007
Skills
Regulatory Affairs, Licensing, Risk Management, Economics, Private Equity, Financial Services, Legal Research, Legal Writing, Due Diligence, Research, Analysis, Financial Analysis, Banking, OFAC, Mergers & Acquisitions, Corporate Finance, Financial Markets, Capital Markets
Education
The George Washington University Law School 2013 — 2016
Doctor of Law (J.D.)
Barnard College, Columbia University 2005 — 2009
B.A., Economics, Political Science
Columbia University in the City of New York 2005 — 2009
Bachelor of Arts (B.A.), Economics
Nathan Campbell's GunnAllen Financial Experience January 2003 - June 2005
Job
Industry Financial Services
Experience
ConnectWise July 2015 - Present
PwC November 2013 - June 2015
Criterion February 2011 - August 2013
Various Assignments June 2007 - January 2011
Campbell Investments, INC. May 2005 - July 2007
GunnAllen Financial January 2003 - June 2005
RJFS April 2002 - November 2002
Booz, Allen & Hamilton May 2000 - August 2000
Skills
Business Analysis, Oracle, PeopleSoft, SharePoint, Information Technology, Market Research, SDLC, Business Objects, Process Engineering, Fixed Income, QTP, LoadRunner, SAS, Integration, Agile Methodologies, ERP, SQL, Requirements Analysis, PMP, Business Process, Microsoft SQL Server, Quality Assurance, US GAAP reporting, Derivatives, Financial Analysis, Financial Reporting, Financial Modeling, Internal Audit, Assurance, Visual Basic, VB.NET
Education
Florida State University - College of Business 2000 — 2001
BS, Finance
ConnectWise July 2015 - Present
PwC November 2013 - June 2015
Criterion February 2011 - August 2013
Various Assignments June 2007 - January 2011
Campbell Investments, INC. May 2005 - July 2007
GunnAllen Financial January 2003 - June 2005
RJFS April 2002 - November 2002
Booz, Allen & Hamilton May 2000 - August 2000
Skills
Business Analysis, Oracle, PeopleSoft, SharePoint, Information Technology, Market Research, SDLC, Business Objects, Process Engineering, Fixed Income, QTP, LoadRunner, SAS, Integration, Agile Methodologies, ERP, SQL, Requirements Analysis, PMP, Business Process, Microsoft SQL Server, Quality Assurance, US GAAP reporting, Derivatives, Financial Analysis, Financial Reporting, Financial Modeling, Internal Audit, Assurance, Visual Basic, VB.NET
Education
Florida State University - College of Business 2000 — 2001
BS, Finance
Mohammad Ali Sheikh, CPA Mohammad Ali Sheikh, CPA's GunnAllen Financial Experience April 2003 - March 2005
Job Vice President
Industry Investment Management
Experience
Morgan Stanley October 2014 - Present
PineBridge Investments July 2008 - October 2014
Bethpage Federal Credit Union April 2008 - June 2008
Askari Bank November 2006 - February 2008
Securities and Exchange Commission of Pakistan June 2005 - October 2006
GunnAllen Financial April 2003 - March 2005
Abbott Laboratories December 2002 - March 2003
Tri-State Developers NY, Inc January 2002 - November 2002
Skills
Multicurrency..., General Ledger..., General Ledger Migration, General Ledger Cleanup, Startup Experience, Process Development, Process Improvement, Policies and Procedures..., Internal Controls, Accounting, Account Reconciliation, Financial Reporting, General Ledger, Consolidation, Forecasting, Accounts Payable, Analysis, Auditing, Budgets, Cash Flow Forecasting, Equities, Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Financial Statements, IFRS, Investments, Management, Managerial Finance, Portfolio Management, Private Equity, Process Simulation, QuickBooks, Risk Management, SAP, Sarbanes-Oxley Act, Start-ups, Tax, US GAAP, Valuation, Corporate Finance, Due Diligence, SEC filings, Strategic Financial..., Internal Audit, GAAP, SEC Filings
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
Bachelors of Business Administration, Accounting
Morgan Stanley October 2014 - Present
PineBridge Investments July 2008 - October 2014
Bethpage Federal Credit Union April 2008 - June 2008
Askari Bank November 2006 - February 2008
Securities and Exchange Commission of Pakistan June 2005 - October 2006
GunnAllen Financial April 2003 - March 2005
Abbott Laboratories December 2002 - March 2003
Tri-State Developers NY, Inc January 2002 - November 2002
Skills
Multicurrency..., General Ledger..., General Ledger Migration, General Ledger Cleanup, Startup Experience, Process Development, Process Improvement, Policies and Procedures..., Internal Controls, Accounting, Account Reconciliation, Financial Reporting, General Ledger, Consolidation, Forecasting, Accounts Payable, Analysis, Auditing, Budgets, Cash Flow Forecasting, Equities, Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Financial Statements, IFRS, Investments, Management, Managerial Finance, Portfolio Management, Private Equity, Process Simulation, QuickBooks, Risk Management, SAP, Sarbanes-Oxley Act, Start-ups, Tax, US GAAP, Valuation, Corporate Finance, Due Diligence, SEC filings, Strategic Financial..., Internal Audit, GAAP, SEC Filings
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
Bachelors of Business Administration, Accounting
Cristina Gustilo Cristina Gustilo's GunnAllen Financial Experience December 2001 - November 2007
Job Executive Assistant at FIS
Industry Information Technology and Services
Experience
FIS December 2007 - Present
GunnAllen Financial December 2001 - November 2007
Raymond James May 1999 - May 2001
Education
St. Ambrose University 1995 — 1999
Bachelor of Arts (B.A.), Business Management & Organization
Ft. Madison Sr. High School
FIS December 2007 - Present
GunnAllen Financial December 2001 - November 2007
Raymond James May 1999 - May 2001
Education
St. Ambrose University 1995 — 1999
Bachelor of Arts (B.A.), Business Management & Organization
Ft. Madison Sr. High School
Todd Coulombe's GunnAllen Financial Experience 2005 - 2006
Job Fellow Senate Committee on Small Business & Entrepreneurship
Industry Political Organization
Experience
Senate Committee on Small Business & Entrepreneurship July 2012 - December 2012
Pacific Crest Securities 2007 - 2012
GunnAllen Financial 2005 - 2006
UBS PaineWebber 1997 - 2004
Skills
FINRA License Series 7,..., FINRA Anti-Money..., Relationship Management, Due Diligence, Securities, Process Improvement, Equities
Education
Bentley College 1993 — 1996
Bachelor of Science (B.S.), Finance
Senate Committee on Small Business & Entrepreneurship July 2012 - December 2012
Pacific Crest Securities 2007 - 2012
GunnAllen Financial 2005 - 2006
UBS PaineWebber 1997 - 2004
Skills
FINRA License Series 7,..., FINRA Anti-Money..., Relationship Management, Due Diligence, Securities, Process Improvement, Equities
Education
Bentley College 1993 — 1996
Bachelor of Science (B.S.), Finance
Craig Scott Taddonio Craig Scott Taddonio's GunnAllen Financial Experience September 2002 - December 2005
Job Founder, President & CEO at Craig Scott Capital, LLC
Industry Financial Services
Experience
Craig Scott Capital, LLC February 2012 - Present
Brookstone Securities, Inc. May 2010 - February 2012
Pointe Capital, Inc. December 2005 - May 2010
GunnAllen Financial September 2002 - December 2005
Skills
Mutual Funds, Hedge Funds, Securities, Private Equity, Series 7, Series 63, Series 24, Stock Trading, Bond Markets, Equities, Options Strategies, Government Securities, Alternative Investments, Capital Markets, Investments, Wealth Management, Equity Trading, Investment Banking, Bonds, Options, Investment Advisory, Investment Strategies, Trading
Education
University of Florida
Craig Scott Capital, LLC February 2012 - Present
Brookstone Securities, Inc. May 2010 - February 2012
Pointe Capital, Inc. December 2005 - May 2010
GunnAllen Financial September 2002 - December 2005
Skills
Mutual Funds, Hedge Funds, Securities, Private Equity, Series 7, Series 63, Series 24, Stock Trading, Bond Markets, Equities, Options Strategies, Government Securities, Alternative Investments, Capital Markets, Investments, Wealth Management, Equity Trading, Investment Banking, Bonds, Options, Investment Advisory, Investment Strategies, Trading
Education
University of Florida
shay keren shay keren's GunnAllen Financial Experience 2005 - 2008
Job Managing Partner at IBG Capital Ventures
Industry Capital Markets
Experience
IBG Capital Ventures - International Business Group 2008 - Present
GunnAllen Financial 2005 - 2008
May Davis Group 2001 - 2005
Josephthal & Company, Inc. 1997 - 2000
BNY Mellon 1996 - 1997
Skills
Investments, Business Strategy, Management, Portfolio Management, Asset Management, Equities, Risk Management, Capital Markets, Valuation, Due Diligence, Strategic Consulting, Financial Analysis, Finance, Financial Modeling, Fixed Income, Banking, Private Equity, Investment Banking, Securities, Mergers & Acquisitions, Alternative Investments, Financial Services, Hedge Funds, Trading, Wealth Management, Real Estate, Corporate Finance, Financial Planning, Financial Markets, Derivatives, Start-ups, Management Consulting, Asset Allocation, Entrepreneurship, Business Planning, Investment Management, Investment Strategies, Investment Advisory, Venture Capital, Emerging Markets, Financial Structuring, Structured Finance
Education
New York Institute of Technology 1988 — 1992
B.S. Architecture Technology
IBG Capital Ventures - International Business Group 2008 - Present
GunnAllen Financial 2005 - 2008
May Davis Group 2001 - 2005
Josephthal & Company, Inc. 1997 - 2000
BNY Mellon 1996 - 1997
Skills
Investments, Business Strategy, Management, Portfolio Management, Asset Management, Equities, Risk Management, Capital Markets, Valuation, Due Diligence, Strategic Consulting, Financial Analysis, Finance, Financial Modeling, Fixed Income, Banking, Private Equity, Investment Banking, Securities, Mergers & Acquisitions, Alternative Investments, Financial Services, Hedge Funds, Trading, Wealth Management, Real Estate, Corporate Finance, Financial Planning, Financial Markets, Derivatives, Start-ups, Management Consulting, Asset Allocation, Entrepreneurship, Business Planning, Investment Management, Investment Strategies, Investment Advisory, Venture Capital, Emerging Markets, Financial Structuring, Structured Finance
Education
New York Institute of Technology 1988 — 1992
B.S. Architecture Technology
Jim Devary's GunnAllen Financial Experience April 2006 - November 2008
Job Sr. Vice President at Forte Capital Group
Industry Financial Services
Experience
National Securities November 2008 - Present
GunnAllen Financial April 2006 - November 2008
US Army January 1999 - December 2006
Skills
Series 7, Investments, Finance, Securities, Retirement, Series 63, Financial Services, Fixed Annuities, Equities, Alternative Investments, Mutual Funds, Wealth Management, Investment Strategies, Portfolio Management, Bonds, Fixed Income, Options, Hedge Funds, Asset Management, Risk Management, Capital Markets, Asset Managment, Asset Allocation, Term Life Insurance, Life Insurance, ETFs, Equity Trading
Education
Pace University - Lubin School of Business
finance
Pace University - Lubin School of Business
National Securities November 2008 - Present
GunnAllen Financial April 2006 - November 2008
US Army January 1999 - December 2006
Skills
Series 7, Investments, Finance, Securities, Retirement, Series 63, Financial Services, Fixed Annuities, Equities, Alternative Investments, Mutual Funds, Wealth Management, Investment Strategies, Portfolio Management, Bonds, Fixed Income, Options, Hedge Funds, Asset Management, Risk Management, Capital Markets, Asset Managment, Asset Allocation, Term Life Insurance, Life Insurance, ETFs, Equity Trading
Education
Pace University - Lubin School of Business
finance
Pace University - Lubin School of Business
Nicole Matteliano Nicole Matteliano's GunnAllen Financial Experience June 2009 - August 2009
Job Corporate & Investment Banking Associate at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Citi June 2011 - June 2014
Carnegie Mellon Tepper School of Business August 2009 - May 2011
Citi June 2010 - August 2010
GunnAllen Financial June 2009 - August 2009
Skills
Bloomberg Terminal, SNL, Microsoft Office, Financial Risk, Banking, Credit Analysis, Loans, Financial Institutions, Management, Financial Analysis, Bloomberg, Quantitative Analytics, Fixed Income, Credit, Capital Markets
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2011
Bachelor of Science (B.S.), Economics
Riverdale Country School 2003 — 2007
High School
Citi June 2014 - Present
Citi June 2011 - June 2014
Carnegie Mellon Tepper School of Business August 2009 - May 2011
Citi June 2010 - August 2010
GunnAllen Financial June 2009 - August 2009
Skills
Bloomberg Terminal, SNL, Microsoft Office, Financial Risk, Banking, Credit Analysis, Loans, Financial Institutions, Management, Financial Analysis, Bloomberg, Quantitative Analytics, Fixed Income, Credit, Capital Markets
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2011
Bachelor of Science (B.S.), Economics
Riverdale Country School 2003 — 2007
High School
Richard Allen Frueh Richard Allen Frueh's GunnAllen Financial Experience 1996 - 2010
Job Owner, GSA Access Group, LLC / FedBiz Access
Industry Government Relations
Experience
GSA Access Group / Fed Biz Access June 2000 - Present
GunnAllen Financial 1996 - 2010
Skills
Securities, Mutual Funds, Investment Banking, Investments, Equities, Asset Managment, Wealth Management, Brokerage, Strategic Financial..., Insurance, Capital Markets, Series 7, Fixed Annuities, Series 63, Strategic Planning, Private Placements, Social Media Marketing, Online Advertising, Business Analysis, Customer Service, Private Equity, Retirement, Asset Management, Financial Services, Investment Advisory, Options, Trading, Portfolio Management, Investment Strategies, Retirement Planning, Bonds, Funding, Financial Advisory, Trading Systems, Investment Management, Alternative Investments, Financial Planning
Education
The Ohio State University 1974 — 1978
GSA Access Group / Fed Biz Access June 2000 - Present
GunnAllen Financial 1996 - 2010
Skills
Securities, Mutual Funds, Investment Banking, Investments, Equities, Asset Managment, Wealth Management, Brokerage, Strategic Financial..., Insurance, Capital Markets, Series 7, Fixed Annuities, Series 63, Strategic Planning, Private Placements, Social Media Marketing, Online Advertising, Business Analysis, Customer Service, Private Equity, Retirement, Asset Management, Financial Services, Investment Advisory, Options, Trading, Portfolio Management, Investment Strategies, Retirement Planning, Bonds, Funding, Financial Advisory, Trading Systems, Investment Management, Alternative Investments, Financial Planning
Education
The Ohio State University 1974 — 1978
Sha Lu Sha Lu's GunnAllen Financial Experience May 2003 - May 2006
Job Experienced Real Estate Professional
Industry Real Estate
Experience
Douglas Elliman Real Estate June 2011 - Present
River's Cove International, LLC April 2010 - Present
Laffey Associates Fine Homes & Estates March 2008 - June 2011
Financial Network, an ING company May 2006 - December 2006
GunnAllen Financial May 2003 - May 2006
Continental Broker Dealer Corp February 2002 - May 2003
Skills
Luxury, Residential, Short Sales, First Time Buyers, Real Estate
Education
Eastern Illinois University 1997 — 2001
B.S., Finance, Computer Management
Douglas Elliman Real Estate June 2011 - Present
River's Cove International, LLC April 2010 - Present
Laffey Associates Fine Homes & Estates March 2008 - June 2011
Financial Network, an ING company May 2006 - December 2006
GunnAllen Financial May 2003 - May 2006
Continental Broker Dealer Corp February 2002 - May 2003
Skills
Luxury, Residential, Short Sales, First Time Buyers, Real Estate
Education
Eastern Illinois University 1997 — 2001
B.S., Finance, Computer Management
Ivan Lilov Ivan Lilov's GunnAllen Financial Experience June 1999 - August 2002
Job Certified Business Advisor at Enterprise Brokers, Inc.
Industry Real Estate
Experience
Enterprise Brokers, Inc. December 2012 - Present
DJB Business Brokers May 2011 - December 2012
Sunbelt Business Brokers February 2009 - May 2011
Eurotaste int'l,Inc. September 1999 - December 2008
GunnAllen Financial June 1999 - August 2002
Novotel Europe,Sofia Bulgaria June 1992 - May 1998
Skills
Business Acquisition, Mergers, Franchising, Brokers, Business Brokerage, Valuation, Private Equity, Business Valuation, Exit Strategies, Real Estate, Corporate Finance, Financial Analysis, Due Diligence, Entrepreneurship, Entrepreneur, Financial Planning, Real Estate Investment, Restructuring, Equities, Asset Management, Wealth Management, Business Planning, Venture Capital, Management Consulting, Real Estate Development, Brokerage, Investment Properties, Start-ups, Business Strategy, Negotiation, Small Business, Contract Negotiation, Property Management, Strategic Planning, Executive Management, New Business Development, International Business, Risk Management, Project Finance, Investors, Leases, Financial Reporting, Strategic Financial..., Asset Managment, Mergers & Acquisitions, Sellers, Investments, Commercial Real Estate, Corporate Development, Selling
Education
Florida Metropolitan University 1999 — 2001
MBA, Master of Business Administration
University of World Trade and Economy 1993 — 1998
Master of International Business Relations, International Business Relations
Sofia University St. Kliment Ohridski
Enterprise Brokers, Inc. December 2012 - Present
DJB Business Brokers May 2011 - December 2012
Sunbelt Business Brokers February 2009 - May 2011
Eurotaste int'l,Inc. September 1999 - December 2008
GunnAllen Financial June 1999 - August 2002
Novotel Europe,Sofia Bulgaria June 1992 - May 1998
Skills
Business Acquisition, Mergers, Franchising, Brokers, Business Brokerage, Valuation, Private Equity, Business Valuation, Exit Strategies, Real Estate, Corporate Finance, Financial Analysis, Due Diligence, Entrepreneurship, Entrepreneur, Financial Planning, Real Estate Investment, Restructuring, Equities, Asset Management, Wealth Management, Business Planning, Venture Capital, Management Consulting, Real Estate Development, Brokerage, Investment Properties, Start-ups, Business Strategy, Negotiation, Small Business, Contract Negotiation, Property Management, Strategic Planning, Executive Management, New Business Development, International Business, Risk Management, Project Finance, Investors, Leases, Financial Reporting, Strategic Financial..., Asset Managment, Mergers & Acquisitions, Sellers, Investments, Commercial Real Estate, Corporate Development, Selling
Education
Florida Metropolitan University 1999 — 2001
MBA, Master of Business Administration
University of World Trade and Economy 1993 — 1998
Master of International Business Relations, International Business Relations
Sofia University St. Kliment Ohridski
Steve Thompson MSFS, ChSNC, BCAA, CAS, CFS Steve Thompson MSFS, ChSNC, BCAA, CAS, CFS's GunnAllen Financial Experience 1995 - 2001
Job Managing Partner Skylight Special Needs Team
Industry Financial Services
Experience
Skylight Financial Group April 2002 - Present
Gunnallen Financial 1995 - 2001
Education
Institute of Business and Finance 2004 — 2007
MSFS, Financial
Miami University 1987 — 1991
BS, Finance
Skylight Financial Group April 2002 - Present
Gunnallen Financial 1995 - 2001
Education
Institute of Business and Finance 2004 — 2007
MSFS, Financial
Miami University 1987 — 1991
BS, Finance
Joseph J. D'Auria, CPA Joseph J. D'Auria, CPA's GunnAllen Financial Experience June 2008 - August 2008
Job Assurance Accountant at DDK & Company
Industry Accounting
Experience
DDK & Company July 2011 - Present
Daniel Gale Sotheby's International Realty June 2010 - July 2011
GunnAllen Financial June 2008 - August 2008
Skills
Corporate Tax, Account Reconciliation, Accounting, General Ledger, Accounts Payable, Bank Reconciliation, GAAP, Auditing, Financial Statements, Income Tax
Education
State University of New York at Old Westbury 2010 — 2012
M.S., Public Accounting
State University of New York at New Paltz 2006 — 2010
B.S., Accounting
DDK & Company July 2011 - Present
Daniel Gale Sotheby's International Realty June 2010 - July 2011
GunnAllen Financial June 2008 - August 2008
Skills
Corporate Tax, Account Reconciliation, Accounting, General Ledger, Accounts Payable, Bank Reconciliation, GAAP, Auditing, Financial Statements, Income Tax
Education
State University of New York at Old Westbury 2010 — 2012
M.S., Public Accounting
State University of New York at New Paltz 2006 — 2010
B.S., Accounting
Philip Brisard Philip Brisard's GunnAllen Financial Experience 2004 - 2009
Job Vice President of Brisard & Brisard Inc.
Industry Financial Services
Experience
Brisard & Brisard Inc. May 2004 - Present
GunnAllen Financial 2004 - 2009
Raymond James Financial Inc. March 1998 - May 2004
Skills
Finance, Securities, Retirement Planning, Mutual Funds, Investments, Bonds, ETFs, Financial Planners, Equities, Small Business, High Net Worth..., Portfolio Management, Fixed Income, Asset Management, Financial Services, Strategic Financial..., Strategic Planning, Financial Planning
Education
SUNY Albany 1991 — 1995
Bachelor's degree, political science
Brisard & Brisard Inc. May 2004 - Present
GunnAllen Financial 2004 - 2009
Raymond James Financial Inc. March 1998 - May 2004
Skills
Finance, Securities, Retirement Planning, Mutual Funds, Investments, Bonds, ETFs, Financial Planners, Equities, Small Business, High Net Worth..., Portfolio Management, Fixed Income, Asset Management, Financial Services, Strategic Financial..., Strategic Planning, Financial Planning
Education
SUNY Albany 1991 — 1995
Bachelor's degree, political science
Domenic DeBonis's GunnAllen Financial Experience May 2006 - August 2007
Job Infrastructure Tech Analyst at Citi
Industry Financial Services
Experience
Citi July 2015 - Present
Citi May 2014 - Present
The News-Press Media Group November 2013 - May 2014
Agave Southwestern Grill December 2012 - November 2013
Liberty Tax Service January 2010 - April 2010
GunnAllen Financial May 2006 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Teamwork, Team Leadership, Marketing, Time Management, Data Entry, Financial Analysis, Data Analysis, Accounting, Forecasting, Sales, Analysis, Finance
Education
Florida Gulf Coast University 2007 — 2012
Bachelor of Science (BS), Finance, General
Florida Gulf Coast University 2007 — 2012
Bachelor's of Science, Finance, General
Citi July 2015 - Present
Citi May 2014 - Present
The News-Press Media Group November 2013 - May 2014
Agave Southwestern Grill December 2012 - November 2013
Liberty Tax Service January 2010 - April 2010
GunnAllen Financial May 2006 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Teamwork, Team Leadership, Marketing, Time Management, Data Entry, Financial Analysis, Data Analysis, Accounting, Forecasting, Sales, Analysis, Finance
Education
Florida Gulf Coast University 2007 — 2012
Bachelor of Science (BS), Finance, General
Florida Gulf Coast University 2007 — 2012
Bachelor's of Science, Finance, General
William Cain Stranges's GunnAllen Financial Experience June 2008 - May 2010
Job Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2012 - Present
JPMorgan Chase June 2010 - July 2012
GunnAllen Financial June 2008 - May 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, SQL, Bloomberg, Social Media, Account Management, Sales, Financial Markets, Investments, Portfolio Management, Banking, Mutual Funds, Equities, Fixed Income, Financial Services, Valuation, Bonds, Investment Management, Series 7, Securities, Alternative Investments, Wealth Management, Asset Management, Hedge Funds, Investment Strategies
Education
Seton Hall University
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Ameriprise Financial Services, Inc. November 2012 - Present
JPMorgan Chase June 2010 - July 2012
GunnAllen Financial June 2008 - May 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, SQL, Bloomberg, Social Media, Account Management, Sales, Financial Markets, Investments, Portfolio Management, Banking, Mutual Funds, Equities, Fixed Income, Financial Services, Valuation, Bonds, Investment Management, Series 7, Securities, Alternative Investments, Wealth Management, Asset Management, Hedge Funds, Investment Strategies
Education
Seton Hall University
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Matthew Schuster's GunnAllen Financial Experience April 2007 - December 2008
Job Manager Of Operations at Proper Realty Group
Industry Real Estate
Experience
Proper Realty Group April 2009 - Present
Woodstock Financial Group, Inc. January 2009 - April 2009
GunnAllen Financial April 2007 - December 2008
Skills
Negotiation, New Business Development, Microsoft Office, Lead Generation, Online Advertising, Legal Research, Real Estate, Customer Service, Property Management, Contract Negotiation, Strategic Planning, Budget, Microsoft Excel, Project Management, Investment Properties, Operations Management, Residential Homes, Team Building, Event Planning, Social Media Marketing, Microsoft Word, PowerPoint, Online Marketing, Public Speaking, Social Media, Market Research, Business Strategy, Entrepreneurship, Social Networking, Marketing, Advertising, Start-ups, Business Planning, Leadership, Outlook, Marketing Strategy, Sales, Salesforce.com, Selling, Management, Marketing Management, SEO, Retail, Apartments, Access, Customer Satisfaction, Finance, Sales Management, Training, Small Business
Education
Newbury College 2010 — 2013
Business Administration and Management, General
Proper Realty Group April 2009 - Present
Woodstock Financial Group, Inc. January 2009 - April 2009
GunnAllen Financial April 2007 - December 2008
Skills
Negotiation, New Business Development, Microsoft Office, Lead Generation, Online Advertising, Legal Research, Real Estate, Customer Service, Property Management, Contract Negotiation, Strategic Planning, Budget, Microsoft Excel, Project Management, Investment Properties, Operations Management, Residential Homes, Team Building, Event Planning, Social Media Marketing, Microsoft Word, PowerPoint, Online Marketing, Public Speaking, Social Media, Market Research, Business Strategy, Entrepreneurship, Social Networking, Marketing, Advertising, Start-ups, Business Planning, Leadership, Outlook, Marketing Strategy, Sales, Salesforce.com, Selling, Management, Marketing Management, SEO, Retail, Apartments, Access, Customer Satisfaction, Finance, Sales Management, Training, Small Business
Education
Newbury College 2010 — 2013
Business Administration and Management, General
Tony Pastore, CFP's GunnAllen Financial Experience October 2003 - June 2007
Job JP Morgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank NA 2007 - Present
GunnAllen Financial October 2003 - June 2007
Education
Alfred University 1998 — 2002
Bachelors, Business Administration with Emphasis in Economics
Shady Side Academy 1994 — 1998
High School
JPMorgan Chase Bank NA 2007 - Present
GunnAllen Financial October 2003 - June 2007
Education
Alfred University 1998 — 2002
Bachelors, Business Administration with Emphasis in Economics
Shady Side Academy 1994 — 1998
High School
Lydia Li's GunnAllen Financial Experience August 2009 - December 2009
Job Senior Consultant at Capgemini
Industry Financial Services
Experience
Capgemini September 2010 - Present
Morgen, Evan & Company August 2010 - September 2010
Standard Chartered Bank August 2010 - September 2010
Forex Signs Inc July 2010 - August 2010
Oppenheimer & Co. January 2010 - April 2010
GunnAllen Financial August 2009 - December 2009
HSBC and Standard Chartered Bank May 2009 - August 2009
Skills
Financial Modeling, Analytics, Equities, Fixed Income, Finance, Valuation, Financial Analysis, Investment Banking, Asset Management, Portfolio Management, Capital Markets, Hedge Funds, Leadership, Business Development, Credit Risk, Enterprise Risk..., Corporate Finance, Business Analysis
Education
Columbia University in the City of New York
master, statistics(concentration in finance)
Capgemini September 2010 - Present
Morgen, Evan & Company August 2010 - September 2010
Standard Chartered Bank August 2010 - September 2010
Forex Signs Inc July 2010 - August 2010
Oppenheimer & Co. January 2010 - April 2010
GunnAllen Financial August 2009 - December 2009
HSBC and Standard Chartered Bank May 2009 - August 2009
Skills
Financial Modeling, Analytics, Equities, Fixed Income, Finance, Valuation, Financial Analysis, Investment Banking, Asset Management, Portfolio Management, Capital Markets, Hedge Funds, Leadership, Business Development, Credit Risk, Enterprise Risk..., Corporate Finance, Business Analysis
Education
Columbia University in the City of New York
master, statistics(concentration in finance)
Edward Vinette Edward Vinette's GunnAllen Financial Experience June 2007 - January 2010
Job Independent Financial Advisor
Industry Financial Services
Experience
Independent Financial Partners (IFP) January 2010 - Present
GunnAllen Financial June 2007 - January 2010
Retirement Plan Consultants, Inc. January 1998 - June 2007
Skills
Securities, FINRA, Retirement Planning, Retirement, Series 7, 401k, Fixed Annuities, Wealth Management, Asset Allocation, Investment Advisory, Series 63, 401k Rollovers, Estate Planning, Mutual Funds, Investments, Strategic Financial..., Life Insurance, Pensions, Long-term Care, Disability Insurance, AIF®
Education
FI360 2014 — 2014
Accredited Investment Fiduciary, AIF ®, AIF®
Central Michigan University 1980 — 1984
BS, Business / Psychology
Independent Financial Partners (IFP) January 2010 - Present
GunnAllen Financial June 2007 - January 2010
Retirement Plan Consultants, Inc. January 1998 - June 2007
Skills
Securities, FINRA, Retirement Planning, Retirement, Series 7, 401k, Fixed Annuities, Wealth Management, Asset Allocation, Investment Advisory, Series 63, 401k Rollovers, Estate Planning, Mutual Funds, Investments, Strategic Financial..., Life Insurance, Pensions, Long-term Care, Disability Insurance, AIF®
Education
FI360 2014 — 2014
Accredited Investment Fiduciary, AIF ®, AIF®
Central Michigan University 1980 — 1984
BS, Business / Psychology
Danielle Crognale Danielle Crognale's GunnAllen Financial Experience January 2002 - January 2004
Job Executive Assistant
Industry Financial Services
Experience
Lincoln International May 2011 - Present
Empire Asset Management November 2006 - April 2011
Morgan Stanley May 2005 - November 2005
GunnAllen Financial January 2002 - January 2004
Skills
Outlook, PowerPoint, Word, Excel, Customer Relations, Microsoft Office, Administration, Research, Event Planning, Administrative Support, Scheduling, Data Entry, Problem Solving, Inventory Management, System Administration, Microsoft Excel, Event Management, Customer Service, Administrative..., Process Scheduler, Leadership, Microsoft Word, Administrative..., Time Management
Education
Hofstra University 1998 — 2000
Lincoln International May 2011 - Present
Empire Asset Management November 2006 - April 2011
Morgan Stanley May 2005 - November 2005
GunnAllen Financial January 2002 - January 2004
Skills
Outlook, PowerPoint, Word, Excel, Customer Relations, Microsoft Office, Administration, Research, Event Planning, Administrative Support, Scheduling, Data Entry, Problem Solving, Inventory Management, System Administration, Microsoft Excel, Event Management, Customer Service, Administrative..., Process Scheduler, Leadership, Microsoft Word, Administrative..., Time Management
Education
Hofstra University 1998 — 2000
Andy Butte Andy Butte's GunnAllen Financial Experience April 2006 - May 2009
Job Financial Consultant
Industry Investment Management
Experience
Self May 2009 - Present
GunnAllen Financial April 2006 - May 2009
Great Companies, LLC December 2004 - April 2006
Raymond James Financial Services, Inc 1990 - 2004
Skills
Mutual Funds, Financial Services, Series 7, Investment Advisory, Investments, Private Equity, Equities, FINRA, Process Improvement, Financial Advisory, Business Development, Financial Analysis, Strategic Financial..., Securities, Due Diligence, Series 63, Strategic Partnerships, Portfolio Management, Program Management
Education
University of South Florida 1992 — 1996
MBA, Finance
State University of New York at Buffalo - School of Management 1984 — 1988
BS, Accounting / Management Information Systems
Self May 2009 - Present
GunnAllen Financial April 2006 - May 2009
Great Companies, LLC December 2004 - April 2006
Raymond James Financial Services, Inc 1990 - 2004
Skills
Mutual Funds, Financial Services, Series 7, Investment Advisory, Investments, Private Equity, Equities, FINRA, Process Improvement, Financial Advisory, Business Development, Financial Analysis, Strategic Financial..., Securities, Due Diligence, Series 63, Strategic Partnerships, Portfolio Management, Program Management
Education
University of South Florida 1992 — 1996
MBA, Finance
State University of New York at Buffalo - School of Management 1984 — 1988
BS, Accounting / Management Information Systems
Lou Partazana's GunnAllen Financial Experience 1999 - 2005
Job Providing Quality Affordable Benefit Solutions to Individuals & Small Business
Industry Financial Services
Experience
Family Benefit Services July 1999 - Present
Univers Workplace Solutions October 2011 - July 2013
One America Securities February 2007 - January 2010
GunnAllen Financial 1999 - 2005
Skills
Disability Insurance, Fixed Annuities, Mutual Funds, Stocks, Employee Benefits, Small Business, Defined Benefit, Personal Finance, Term Life Insurance, Long-term Care, Life Insurance, Health Insurance, Insurance, Retirement, Retirement Planning, Critical Illness, Medicare Part D, Medicare Advantage, Affordable Care Act, Long Term Care Insurance, Whole Life, Group Insurance, Health Savings Accounts, COBRA, Brokers, 401k, Benefits Administration, Workers Compensation, Accident, Open Enrollment, Dentistry, Claim, Investments, General Insurance, Medicare
Education
Tulane University 1987 — 1992
BS
Jesuit High Scool 1984 — 1987
Family Benefit Services July 1999 - Present
Univers Workplace Solutions October 2011 - July 2013
One America Securities February 2007 - January 2010
GunnAllen Financial 1999 - 2005
Skills
Disability Insurance, Fixed Annuities, Mutual Funds, Stocks, Employee Benefits, Small Business, Defined Benefit, Personal Finance, Term Life Insurance, Long-term Care, Life Insurance, Health Insurance, Insurance, Retirement, Retirement Planning, Critical Illness, Medicare Part D, Medicare Advantage, Affordable Care Act, Long Term Care Insurance, Whole Life, Group Insurance, Health Savings Accounts, COBRA, Brokers, 401k, Benefits Administration, Workers Compensation, Accident, Open Enrollment, Dentistry, Claim, Investments, General Insurance, Medicare
Education
Tulane University 1987 — 1992
BS
Jesuit High Scool 1984 — 1987
DEREK ST LOUIS DEREK ST LOUIS's GunnAllen Financial Experience 2006 - 2009
Job Inventory Analyst at Jabil
Industry Financial Services
Experience
Jabil September 2014 - Present
Jabil November 2009 - Present
Gunnallen financial 2006 - 2009
Fort Bragg February 1999 - April 2006
Skills
Customer Service, Microsoft Excel, Process Improvement, Business Analysis, Administrative...
Education
University of Alaska Anchorage 1991 — 1994
BS
Jabil September 2014 - Present
Jabil November 2009 - Present
Gunnallen financial 2006 - 2009
Fort Bragg February 1999 - April 2006
Skills
Customer Service, Microsoft Excel, Process Improvement, Business Analysis, Administrative...
Education
University of Alaska Anchorage 1991 — 1994
BS
William Shirley William Shirley's GunnAllen Financial Experience July 2009 - March 2010
Job President at Self Employed Internet Marketing
Industry Internet
Experience
Self Employed Internet Marketing August 2012 - Present
Newbridge Securities April 2010 - August 2012
GunnAllen Financial July 2009 - March 2010
Smith Barney February 2006 - June 2009
BankAtlantic February 2005 - January 2006
BankUnited June 2004 - February 2005
BankAtlantic May 2003 - May 2004
AXA Advisors January 2002 - May 2003
Prudential Securities November 1999 - November 2001
Executive Data Systems March 1999 - November 1999
Skills
Investments, Strategic Financial..., Insurance, Sales, Email Marketing, Finance, Public Speaking, Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Financial Advisory, Investment Strategies, Securities, Portfolio Management, Wealth, Asset Allocation, Asset Management, Fixed Annuities, Retirement, Investment Advisory, Equities, Alternative Investments, Financial Services, Bonds, 401k, Financial Planning
Education
Georgia Institute of Technology 1970 — 1972
Electrical and Electronics Engineering
F. T. Wills High School 1967 — 1970
HS Diploma, Academics
Self Employed Internet Marketing August 2012 - Present
Newbridge Securities April 2010 - August 2012
GunnAllen Financial July 2009 - March 2010
Smith Barney February 2006 - June 2009
BankAtlantic February 2005 - January 2006
BankUnited June 2004 - February 2005
BankAtlantic May 2003 - May 2004
AXA Advisors January 2002 - May 2003
Prudential Securities November 1999 - November 2001
Executive Data Systems March 1999 - November 1999
Skills
Investments, Strategic Financial..., Insurance, Sales, Email Marketing, Finance, Public Speaking, Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Financial Advisory, Investment Strategies, Securities, Portfolio Management, Wealth, Asset Allocation, Asset Management, Fixed Annuities, Retirement, Investment Advisory, Equities, Alternative Investments, Financial Services, Bonds, 401k, Financial Planning
Education
Georgia Institute of Technology 1970 — 1972
Electrical and Electronics Engineering
F. T. Wills High School 1967 — 1970
HS Diploma, Academics
Chad Boughton Chad Boughton's GunnAllen Financial Experience November 1999 - July 2001
Job Executive Vice President at Just Gutters Inc.
Industry Executive Office
Experience
Just Gutters Inc. September 2008 - Present
Akey Financial Services Corporation January 2008 - August 2008
SDV LLC July 2003 - 2008
Warrior Trading July 2001 - July 2003
GunnAllen Financial November 1999 - July 2001
Custom Decks/ Concept Homes Inc. July 1994 - November 1999
Skills
Contract Negotiation, Strategy, Negotiation, Competitive Analysis
Education
Western State Colorado University 1991 — 1994
Psychology, Biology
Elgin Community College 1992 — 1993
Psychology/ Biology
St. Johns Military acadamy 1989 — 1991
Just Gutters Inc. September 2008 - Present
Akey Financial Services Corporation January 2008 - August 2008
SDV LLC July 2003 - 2008
Warrior Trading July 2001 - July 2003
GunnAllen Financial November 1999 - July 2001
Custom Decks/ Concept Homes Inc. July 1994 - November 1999
Skills
Contract Negotiation, Strategy, Negotiation, Competitive Analysis
Education
Western State Colorado University 1991 — 1994
Psychology, Biology
Elgin Community College 1992 — 1993
Psychology/ Biology
St. Johns Military acadamy 1989 — 1991
Anthony C. Marcello III's GunnAllen Financial Experience June 2004 - March 2010
Job Vice President of Investments at KM Wealth Management
Industry Financial Services
Experience
KM Wealth Management March 2010 - Present
GunnAllen Financial June 2004 - March 2010
Brookstreet Securities Corp January 1999 - December 2004
Skills
Series 7, Series 63, Fixed Annuities, Investments, Wealth Management, Alternative Investments, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Asset Managment, Securities, Retirement, Equities, Strategic Financial..., Life Insurance, Variable Annuities, High Net Worth..., Finance, Financial Advisory, Wealth Management..., Portfolio Management, 401k, Asset Management, IRAs, Investment Strategies, Series 65, Uniform Combined State..., Insurance, Real Estate, Financial Planning, Financial Services
Education
Roger Williams University
Business Administration and Management, General
KM Wealth Management March 2010 - Present
GunnAllen Financial June 2004 - March 2010
Brookstreet Securities Corp January 1999 - December 2004
Skills
Series 7, Series 63, Fixed Annuities, Investments, Wealth Management, Alternative Investments, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Asset Managment, Securities, Retirement, Equities, Strategic Financial..., Life Insurance, Variable Annuities, High Net Worth..., Finance, Financial Advisory, Wealth Management..., Portfolio Management, 401k, Asset Management, IRAs, Investment Strategies, Series 65, Uniform Combined State..., Insurance, Real Estate, Financial Planning, Financial Services
Education
Roger Williams University
Business Administration and Management, General
Jonathan P. Savona Jonathan P. Savona's GunnAllen Financial Experience January 2007 - May 2008
Job Regional Vice President of Sales at Voya
Industry Financial Services
Experience
Registered Representative of Voya Financial Partners May 2011 - Present
ING May 2008 - May 2011
GunnAllen Financial January 2007 - May 2008
Skills
401k, Asset Allocation, Customer Service, Defined Benefit, Leadership, Management, Qualified Retirement..., Retirement, Retirement Planning, Sales, Series 63, Series 7, Strategic Financial...
Education
Central Connecticut State University 2008 — 2011
Finance
Lynn University 2007 — 2009
Finance
Mitchell college 2005 — 2006
Finance
Registered Representative of Voya Financial Partners May 2011 - Present
ING May 2008 - May 2011
GunnAllen Financial January 2007 - May 2008
Skills
401k, Asset Allocation, Customer Service, Defined Benefit, Leadership, Management, Qualified Retirement..., Retirement, Retirement Planning, Sales, Series 63, Series 7, Strategic Financial...
Education
Central Connecticut State University 2008 — 2011
Finance
Lynn University 2007 — 2009
Finance
Mitchell college 2005 — 2006
Finance
Daryl Griffith Daryl Griffith's GunnAllen Financial Experience 1998 - 2000
Job Chief Financial Officer at Virgin Islands Housing Finance Authority
Industry Financial Services
Experience
Virgin Islands Housing Finance Authority October 2012 - Present
SunTrust Bank April 2003 - October 2012
Charles Schwab & Co., Inc. 2000 - 2003
GunnAllen Financial 1998 - 2000
Skills
Commercial Mortgages, Loans, Banking, Cash Flow, Small Business Lending, Commercial Lending, Commercial Banking, Treasury Management, Credit Analysis, Consumer Lending, Credit, Cash Management, Financial Analysis, Lines Of Credit, Credit Risk, Commercial Credit, Portfolio Management, Debt, Loan Documentation, Funding, Deposits, Small Business, Loan Origination, SBA, Strategic Financial..., Finance, Commercial Real Estate, Relationship Management, Underwriting, Investments
Education
University of Central Florida - College of Business Administration 2006 — 2008
MBA, Master of Business Administration
University of South Florida 1995 — 1997
BA, Sociology
Virgin Islands Housing Finance Authority October 2012 - Present
SunTrust Bank April 2003 - October 2012
Charles Schwab & Co., Inc. 2000 - 2003
GunnAllen Financial 1998 - 2000
Skills
Commercial Mortgages, Loans, Banking, Cash Flow, Small Business Lending, Commercial Lending, Commercial Banking, Treasury Management, Credit Analysis, Consumer Lending, Credit, Cash Management, Financial Analysis, Lines Of Credit, Credit Risk, Commercial Credit, Portfolio Management, Debt, Loan Documentation, Funding, Deposits, Small Business, Loan Origination, SBA, Strategic Financial..., Finance, Commercial Real Estate, Relationship Management, Underwriting, Investments
Education
University of Central Florida - College of Business Administration 2006 — 2008
MBA, Master of Business Administration
University of South Florida 1995 — 1997
BA, Sociology
Anthony J Romano III Anthony J Romano III's GunnAllen Financial Experience November 2006 - November 2008
Job Wholesaler, Incapital LLC
Industry Financial Services
Experience
Incapital August 2014 - Present
PNC Bank Private Client Group November 2008 - August 2014
GunnAllen Financial November 2006 - November 2008
Skills
Wealth Management, Series 7, Strategic Financial..., Investments, Portfolio Management, Asset Management, Fixed Annuities, Estate Planning, Financial Planning, Commercial Lending, Wealth, High Net Worth..., Finance, Banking, Credit, Loans, Small Business Lending, Retail Banking, Management, Consumer Lending, Mortgage Lending, Financial Services, Credit Analysis
Education
Florida Atlantic University 2003 — 2007
Finance
Incapital August 2014 - Present
PNC Bank Private Client Group November 2008 - August 2014
GunnAllen Financial November 2006 - November 2008
Skills
Wealth Management, Series 7, Strategic Financial..., Investments, Portfolio Management, Asset Management, Fixed Annuities, Estate Planning, Financial Planning, Commercial Lending, Wealth, High Net Worth..., Finance, Banking, Credit, Loans, Small Business Lending, Retail Banking, Management, Consumer Lending, Mortgage Lending, Financial Services, Credit Analysis
Education
Florida Atlantic University 2003 — 2007
Finance
Ariel Schwartzman Ariel Schwartzman's GunnAllen Financial Experience August 2003 - June 2005
Job Financial Manager at J.A. Flower Service
Industry Transportation/Trucking/Railroad
Experience
J.A. Flower Service January 2009 - Present
Centurion Air Cargo July 2005 - December 2008
GunnAllen Financial August 2003 - June 2005
COTO CICSA November 2000 - May 2002
BANCO RIO DE LA PLATA (SANTANDER GROUP June 1997 - April 1999
Skills
Logistics, Negotiation, Forecasting, Change Management, Spanish, Financial Analysis, Operations Management, Accounting, Budgets, Business Strategy, English, Pricing, Finance, Management, P&L Management, Microsoft Office, Investments, Business Planning, Warehousing, Contract Negotiation, International Business, Sales, Strategic Planning
Education
Florida International University 2002 — 2003
IMBA, Finance
Universidad de Belgrano 1994 — 2000
Bachelor, Business Administration
J.A. Flower Service January 2009 - Present
Centurion Air Cargo July 2005 - December 2008
GunnAllen Financial August 2003 - June 2005
COTO CICSA November 2000 - May 2002
BANCO RIO DE LA PLATA (SANTANDER GROUP June 1997 - April 1999
Skills
Logistics, Negotiation, Forecasting, Change Management, Spanish, Financial Analysis, Operations Management, Accounting, Budgets, Business Strategy, English, Pricing, Finance, Management, P&L Management, Microsoft Office, Investments, Business Planning, Warehousing, Contract Negotiation, International Business, Sales, Strategic Planning
Education
Florida International University 2002 — 2003
IMBA, Finance
Universidad de Belgrano 1994 — 2000
Bachelor, Business Administration
Boris Zektser Boris Zektser's GunnAllen Financial Experience May 2009 - August 2009
Job Student at Hofstra University
Industry Financial Services
Experience
INTERMEDIACO February 2009 - Present
GunnAllen Financial May 2009 - August 2009
Skills
Bloomberg Terminals, Thinkorswim terminals, Marketing Strategy
Education
Hofstra University
Bachelor of Science, Finance; Finance
INTERMEDIACO February 2009 - Present
GunnAllen Financial May 2009 - August 2009
Skills
Bloomberg Terminals, Thinkorswim terminals, Marketing Strategy
Education
Hofstra University
Bachelor of Science, Finance; Finance
Tapan Sheth Tapan Sheth's GunnAllen Financial Experience July 2004 - November 2005
Job Director Derivatives Project Group at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2011 - Present
UBS Investment Bank July 2007 - June 2011
Avalon Group Ltd September 2006 - July 2007
GunnAllen Financial July 2004 - November 2005
National Securities November 2002 - July 2004
Skills
Equities, Derivatives, Capital Markets, Investment Banking, Equity Derivatives, Finance, Financial Analysis, Structured Products, Options, Trading Systems, Prime Brokerage, Hedge Funds, Swaps, Valuation, Middle Office
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
Arya Vidya Mandir (Juhu)
Purdue University - Krannert School of Management
BS, Finance and MIS
Morgan Stanley June 2011 - Present
UBS Investment Bank July 2007 - June 2011
Avalon Group Ltd September 2006 - July 2007
GunnAllen Financial July 2004 - November 2005
National Securities November 2002 - July 2004
Skills
Equities, Derivatives, Capital Markets, Investment Banking, Equity Derivatives, Finance, Financial Analysis, Structured Products, Options, Trading Systems, Prime Brokerage, Hedge Funds, Swaps, Valuation, Middle Office
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
Arya Vidya Mandir (Juhu)
Purdue University - Krannert School of Management
BS, Finance and MIS
Paul DiPietro's GunnAllen Financial Experience April 2003 - April 2005
Job Senior Vice President Investments Dawson James Securities, Inc.
Industry Financial Services
Experience
Dawson James Securities January 2012 - Present
Investors Capital March 2007 - December 2011
Chicago Investment Group April 2005 - March 2007
GunnAllen Financial April 2003 - April 2005
KSH Investment Group December 2001 - April 2003
Skills
Long / Short Equity, Fixed Income, Insurance, Investment Banking, Private Equity
Education
City University of New York-Queens College 1998 — 2000
B.A.
Nassau Community College 1996 — 1998
A.A.
Dawson James Securities January 2012 - Present
Investors Capital March 2007 - December 2011
Chicago Investment Group April 2005 - March 2007
GunnAllen Financial April 2003 - April 2005
KSH Investment Group December 2001 - April 2003
Skills
Long / Short Equity, Fixed Income, Insurance, Investment Banking, Private Equity
Education
City University of New York-Queens College 1998 — 2000
B.A.
Nassau Community College 1996 — 1998
A.A.
Issam Samuel Sadak's GunnAllen Financial Experience 2004 - 2005
Job Executive Director, MENAT / Mediterranean Europe at UBS Private Bank AG.
Industry Investment Management
Experience
UBS Private Bank AG. UBS Wealth Management International April 2015 - Present
Foreign Policy Association January 2015 - Present
HSBC Private Bank 2009 - Present
Moroccan Finance Club / Maroc Finance Club (MFC) 2009 - Present
Chic Events NY January 2003 - Present
Arab Bankers Association of North America 2002 - Present
AMPA- Association of Moroccan Professionals in America 2001 - Present
MoroccoTomorrow January 2011 - December 2011
JPMorganChase October 2005 - October 2009
GunnAllen Financial 2004 - 2005
Skills
Wealth Management, Portfolio Management, Investments, Asset Managment, Risk Management, Banking, Finance, Equities, Financial Services, Asset Management, Financial Advisory, Private Equity, Investment Management, Private Banking, Wealth, Wealth Management..., Relationship Management, Fixed Income
Education
Colin Powell School for Civic and Global Leadership
Financial Economics, Business/Managerial Economics
Liberty High School, New York City, NY, U.S.A
High School
Lycée / Collège 2 Mars, Casablanca, Morocco
Experimental Sciences, Experimental Sciences Curriculum
Zicklin Graduate School of Business
Finance
UBS Private Bank AG. UBS Wealth Management International April 2015 - Present
Foreign Policy Association January 2015 - Present
HSBC Private Bank 2009 - Present
Moroccan Finance Club / Maroc Finance Club (MFC) 2009 - Present
Chic Events NY January 2003 - Present
Arab Bankers Association of North America 2002 - Present
AMPA- Association of Moroccan Professionals in America 2001 - Present
MoroccoTomorrow January 2011 - December 2011
JPMorganChase October 2005 - October 2009
GunnAllen Financial 2004 - 2005
Skills
Wealth Management, Portfolio Management, Investments, Asset Managment, Risk Management, Banking, Finance, Equities, Financial Services, Asset Management, Financial Advisory, Private Equity, Investment Management, Private Banking, Wealth, Wealth Management..., Relationship Management, Fixed Income
Education
Colin Powell School for Civic and Global Leadership
Financial Economics, Business/Managerial Economics
Liberty High School, New York City, NY, U.S.A
High School
Lycée / Collège 2 Mars, Casablanca, Morocco
Experimental Sciences, Experimental Sciences Curriculum
Zicklin Graduate School of Business
Finance
Lenny Bacelli Lenny Bacelli's GunnAllen Financial Experience November 2004 - February 2010
Job Financial Representative
Industry Investment Management
Experience
LB & Co March 2010 - Present
GunnAllen Financial November 2004 - February 2010
Education
Pace University
Economics
Pace University
Economics
LB & Co March 2010 - Present
GunnAllen Financial November 2004 - February 2010
Education
Pace University
Economics
Pace University
Economics
Maureen Bonnar's GunnAllen Financial Experience August 2005 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual Financial Group February 2010 - Present
GunnAllen Financial August 2005 - March 2009
Boston Financial Data Services January 1980 - August 2005
Bsoton Financial Data Services 1980 - 2005
Boston Financial 1980 - 2005
Education
Eastern Nazarene College 1999 — 2001
BS/BA, Business Management
MassMutual Financial Group February 2010 - Present
GunnAllen Financial August 2005 - March 2009
Boston Financial Data Services January 1980 - August 2005
Bsoton Financial Data Services 1980 - 2005
Boston Financial 1980 - 2005
Education
Eastern Nazarene College 1999 — 2001
BS/BA, Business Management
Donna Dugan Donna Dugan's GunnAllen Financial Experience June 2008 - March 2010
Job Investigative Financial Journalism
Industry Financial Services
Experience
Westminster Financial Companies April 2010 - July 2010
GunnAllen Financial June 2008 - March 2010
Dugan Construction, Inc. 2000 - 2007
Pacific First Securities 1982 - 1992
Education
Oregon State University 1980 — 1982
BS, Finance
Chemeketa Community College 1976 — 1978
Assoc, Biology
Westminster Financial Companies April 2010 - July 2010
GunnAllen Financial June 2008 - March 2010
Dugan Construction, Inc. 2000 - 2007
Pacific First Securities 1982 - 1992
Education
Oregon State University 1980 — 1982
BS, Finance
Chemeketa Community College 1976 — 1978
Assoc, Biology
Chip Johnson's GunnAllen Financial Experience June 1988 - March 2009
Job President/CEO
Industry Environmental Services
Experience
J3 Advanced Engineering Technology November 2013 - Present
Florida Aquarium August 2008 - Present
Oppenheimer & Co. February 2012 - November 2013
Seafarer Exploration Corporation December 2010 - September 2011
Dermal Life, LLC October 2009 - December 2010
minSURG International March 2009 - October 2009
GunnAllen Financial June 1988 - March 2009
Skills
Strategic Financial..., Investments, Portfolio Management, Investment Banking, Business Development, Strategic Planning, Venture Capital, Mergers & Acquisitions, Finance, Private Equity, Business Strategy, Insurance, Financial Services, Asset Management, Start-ups
Education
Saint Leo University 1986 — 1988
BA, Business Management/Finance
St. Leo College 1985 — 1987
Bachelor of Science (BS), Business Management/Finance
J3 Advanced Engineering Technology November 2013 - Present
Florida Aquarium August 2008 - Present
Oppenheimer & Co. February 2012 - November 2013
Seafarer Exploration Corporation December 2010 - September 2011
Dermal Life, LLC October 2009 - December 2010
minSURG International March 2009 - October 2009
GunnAllen Financial June 1988 - March 2009
Skills
Strategic Financial..., Investments, Portfolio Management, Investment Banking, Business Development, Strategic Planning, Venture Capital, Mergers & Acquisitions, Finance, Private Equity, Business Strategy, Insurance, Financial Services, Asset Management, Start-ups
Education
Saint Leo University 1986 — 1988
BA, Business Management/Finance
St. Leo College 1985 — 1987
Bachelor of Science (BS), Business Management/Finance
James LaBudde James LaBudde's GunnAllen Financial Experience August 2003 - April 2006
Job Business Manager Spin Real Estate
Industry Real Estate
Experience
Smith and Associates September 2014 - June 2015
Century 21 Shaw Realty Group August 2006 - March 2013
GunnAllen Financial August 2003 - April 2006
Skills
Short Sales, Real Estate, Sellers, Foreclosures, First Time Home Buyers, Sales, New Home Sales, REO, Residential Homes, Investment Properties, Relocation, Buyer Representation, Investors, Selling, Listings, Property Management, Condos, Single Family Homes
Education
St. Petersburg College 1980 — 1984
Smith and Associates September 2014 - June 2015
Century 21 Shaw Realty Group August 2006 - March 2013
GunnAllen Financial August 2003 - April 2006
Skills
Short Sales, Real Estate, Sellers, Foreclosures, First Time Home Buyers, Sales, New Home Sales, REO, Residential Homes, Investment Properties, Relocation, Buyer Representation, Investors, Selling, Listings, Property Management, Condos, Single Family Homes
Education
St. Petersburg College 1980 — 1984
Chris Igoe 561-516-2442's GunnAllen Financial Experience March 2008 - October 2009
Job Chris Igoe Realtor igoerealty.com
Industry Real Estate
Experience
RE/MAX February 2015 - Present
IAA Financial LLC September 2009 - December 2014
GunnAllen Financial March 2008 - October 2009
LaSalle St. Securities, LLC March 2002 - March 2008
Skills
Retirement Planning, Investments, Wealth Management, Financial Services, Portfolio Management, Mutual Funds, Alternative Investments, Series 7, Insurance, Health Insurance, Wealth Accumulation, College Savings Plans, Securities, Fixed Annuities, Accounting, Investment Banking, Banking, Independent Financial..., Capital Markets, Series 63, Variable Annuities, Life Insurance, Financial Advisory, Finance, Asset Allocation, Investment Strategies, Strategic Financial..., Financial Planners, Estate Planning, Medicare, Medicare Part D, Medicare Advantage, Medicare/Medicaid..., 401k, 401k Rollovers, IRAs, SEP IRA, Term Life Insurance, Whole Life, Universal Life, Variable Life, Licensed Life & Health..., Guaranteed Lifetime...
Education
Florida Atlantic University
Business Administration and Management, General
RE/MAX February 2015 - Present
IAA Financial LLC September 2009 - December 2014
GunnAllen Financial March 2008 - October 2009
LaSalle St. Securities, LLC March 2002 - March 2008
Skills
Retirement Planning, Investments, Wealth Management, Financial Services, Portfolio Management, Mutual Funds, Alternative Investments, Series 7, Insurance, Health Insurance, Wealth Accumulation, College Savings Plans, Securities, Fixed Annuities, Accounting, Investment Banking, Banking, Independent Financial..., Capital Markets, Series 63, Variable Annuities, Life Insurance, Financial Advisory, Finance, Asset Allocation, Investment Strategies, Strategic Financial..., Financial Planners, Estate Planning, Medicare, Medicare Part D, Medicare Advantage, Medicare/Medicaid..., 401k, 401k Rollovers, IRAs, SEP IRA, Term Life Insurance, Whole Life, Universal Life, Variable Life, Licensed Life & Health..., Guaranteed Lifetime...
Education
Florida Atlantic University
Business Administration and Management, General
Kristy Haley's GunnAllen Financial Experience August 2006 - May 2008
Job Chief Compliance Officer Advisory at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group July 2015 - Present
Cetera Financial Group March 2011 - July 2015
INVEST Financial May 2008 - March 2011
GunnAllen Financial August 2006 - May 2008
FPC Services, Inc. November 2000 - August 2006
Skills
Investment Advisory, Series 7, Series 63, Series 24, Series 65, Regulatory Compliance, ERISA, Equities, Retirement Planning, Wealth Management, Asset Management
Education
Eckerd College
University of South Florida
Cetera Financial Group July 2015 - Present
Cetera Financial Group March 2011 - July 2015
INVEST Financial May 2008 - March 2011
GunnAllen Financial August 2006 - May 2008
FPC Services, Inc. November 2000 - August 2006
Skills
Investment Advisory, Series 7, Series 63, Series 24, Series 65, Regulatory Compliance, ERISA, Equities, Retirement Planning, Wealth Management, Asset Management
Education
Eckerd College
University of South Florida
Chad Mittleman's GunnAllen Financial Experience June 2009 - September 2009
Job Named Account Executive Professional Services Specialist at Konica Minolta Business Solutions U.S.A., Inc.
Industry Business Supplies and Equipment
Experience
Konica Minolta Business Solutions U.S.A., Inc. April 2013 - Present
Konica Minolta Business Solutions U.S.A., Inc. June 2011 - Present
National Securities Corporation January 2010 - May 2011
ING Financial Partners September 2009 - December 2009
GunnAllen Financial June 2009 - September 2009
Weichert Commercial Brokerage June 2007 - August 2008
Walder, Hayden & Brogan, P.A June 2004 - August 2005
Skills
Sales Management, Sales Support, Account Management, Cold Calling, Document Management, Microsoft Office, Excel, PowerPoint, Word, CRM software, New Business Development, Access, Finance, Equities, Customer Service, Customer Support, Computer Graphics, Information Security..., Workflow Applications, Sales, Adobe Photoshop, Business Process..., Hotels, National Programs, Contract Negotiation, Sales Operations, Management, CRM, Leadership, Microsoft Excel, Microsoft Word, Sales Process
Education
Indiana University Bloomington 2005 — 2009
B.S., Business Management
West Essex Regional High School
Konica Minolta Business Solutions U.S.A., Inc. April 2013 - Present
Konica Minolta Business Solutions U.S.A., Inc. June 2011 - Present
National Securities Corporation January 2010 - May 2011
ING Financial Partners September 2009 - December 2009
GunnAllen Financial June 2009 - September 2009
Weichert Commercial Brokerage June 2007 - August 2008
Walder, Hayden & Brogan, P.A June 2004 - August 2005
Skills
Sales Management, Sales Support, Account Management, Cold Calling, Document Management, Microsoft Office, Excel, PowerPoint, Word, CRM software, New Business Development, Access, Finance, Equities, Customer Service, Customer Support, Computer Graphics, Information Security..., Workflow Applications, Sales, Adobe Photoshop, Business Process..., Hotels, National Programs, Contract Negotiation, Sales Operations, Management, CRM, Leadership, Microsoft Excel, Microsoft Word, Sales Process
Education
Indiana University Bloomington 2005 — 2009
B.S., Business Management
West Essex Regional High School
Ralph Corrao's GunnAllen Financial Experience April 2005 - April 2010
Job Trading Services Professional
Industry Financial Services
Nate Vigil, MBA Nate Vigil, MBA's GunnAllen Financial Experience February 2007 - December 2009
Job Marketing Manager at TCS Time Customer Service, Inc.
Industry Marketing and Advertising
Experience
TCS - Time Customer Service, Inc. August 2015 - Present
Griswold Home Care April 2013 - July 2015
The Art Institutes December 2009 - May 2013
GunnAllen Financial February 2007 - December 2009
Starbucks Coffee Company January 2005 - February 2007
Starbucks Coffee Company January 2000 - February 2005
Skills
Graphic Design, Adobe Creative Suite, Microsoft Office, Social Media Marketing, Social Media, Marketing, Customer Service, Project Management, Web Design, Online Advertising, SEO, Teamwork, Goal Oriented, Brand Development..., Strategic Leadership, WordPress, Asset Management, Home Care, Elder Care, Senior Services, Public Speaking, Franchising, Management, Copywriting, Marketing Copy, Corporate Blogging, Community Outreach, Brand Development, Email Marketing, Blogging, Branding & Identity, Advertising, Social Networking, Online Marketing, InDesign
Education
Argosy University Tampa 2011 — 2013
Master of Business Administration (MBA), Organizational Leadership
Savannah College of Art and Design 2001 — 2005
BFA, Graphic Design
TCS - Time Customer Service, Inc. August 2015 - Present
Griswold Home Care April 2013 - July 2015
The Art Institutes December 2009 - May 2013
GunnAllen Financial February 2007 - December 2009
Starbucks Coffee Company January 2005 - February 2007
Starbucks Coffee Company January 2000 - February 2005
Skills
Graphic Design, Adobe Creative Suite, Microsoft Office, Social Media Marketing, Social Media, Marketing, Customer Service, Project Management, Web Design, Online Advertising, SEO, Teamwork, Goal Oriented, Brand Development..., Strategic Leadership, WordPress, Asset Management, Home Care, Elder Care, Senior Services, Public Speaking, Franchising, Management, Copywriting, Marketing Copy, Corporate Blogging, Community Outreach, Brand Development, Email Marketing, Blogging, Branding & Identity, Advertising, Social Networking, Online Marketing, InDesign
Education
Argosy University Tampa 2011 — 2013
Master of Business Administration (MBA), Organizational Leadership
Savannah College of Art and Design 2001 — 2005
BFA, Graphic Design
Frank Costigliola Frank Costigliola's GunnAllen Financial Experience May 2009 - July 2009
Job Sales at WBI Investments
Industry Financial Services
Experience
WBI July 2015 - Present
F-Squared Investments March 2013 - Present
GEICO December 2011 - March 2013
GunnAllen Financial May 2009 - July 2009
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Finance, General
Commack High School 2002 — 2006
WBI July 2015 - Present
F-Squared Investments March 2013 - Present
GEICO December 2011 - March 2013
GunnAllen Financial May 2009 - July 2009
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Finance, General
Commack High School 2002 — 2006
Jay Gordon Jay Gordon's GunnAllen Financial Experience September 2005 - May 2010
Job Sr. Business Analyst / Agile Certified Scrum Master (CSM)
Industry Information Technology and Services
Experience
Bisk Education June 2010 - July 2015
GunnAllen Financial September 2005 - May 2010
Danka Business Systems April 2004 - September 2005
McDonald's Corporation October 2002 - April 2004
Morgan Stanley May 2001 - October 2002
CIGNA Healthcare October 1998 - May 2001
Skills
Visio, Vendor Management, Process Improvement, Sarbanes-Oxley Act, SharePoint, Business Analysis, SDLC, Business Process..., Business Intelligence, PMP, Requirements Gathering, Requirements Analysis, Project Management, Microsoft SQL Server, Software Project..., PMO, XML, .NET, Windows, Visual Basic, Project Portfolio..., Management, SQL, Business Process Design, Software Documentation, T-SQL, IT Strategy, ERP, Agile Methodologies, Scrum
Education
Western Connecticut State University 1993 — 1997
B.B.A., MANAGEMENT INFORMATION SYSTEMS
Florida Institute of Technology
Master of Business Administration (MBA), Information Technology Management
Bisk Education June 2010 - July 2015
GunnAllen Financial September 2005 - May 2010
Danka Business Systems April 2004 - September 2005
McDonald's Corporation October 2002 - April 2004
Morgan Stanley May 2001 - October 2002
CIGNA Healthcare October 1998 - May 2001
Skills
Visio, Vendor Management, Process Improvement, Sarbanes-Oxley Act, SharePoint, Business Analysis, SDLC, Business Process..., Business Intelligence, PMP, Requirements Gathering, Requirements Analysis, Project Management, Microsoft SQL Server, Software Project..., PMO, XML, .NET, Windows, Visual Basic, Project Portfolio..., Management, SQL, Business Process Design, Software Documentation, T-SQL, IT Strategy, ERP, Agile Methodologies, Scrum
Education
Western Connecticut State University 1993 — 1997
B.B.A., MANAGEMENT INFORMATION SYSTEMS
Florida Institute of Technology
Master of Business Administration (MBA), Information Technology Management
Michelle Dashiff's GunnAllen Financial Experience November 2005 - December 2006
Job Administrative Assistant at RE/MAX Hearthstone
Industry Real Estate
Experience
Younique Products March 2015 - Present
RE/MAX Hearthstone April 2013 - Present
Brown Daub Kia October 2011 - April 2012
GunnAllen Financial November 2005 - December 2006
Skills
Administrative..., Outlook, Data Entry, Microsoft Excel, Customer Service, Microsoft Office, Access, Microsoft Word, PowerPoint, Office Management, PeopleSoft, Accounts Receivable, Visio, Invoicing, Process Improvement, Filing, Telephone Skills, QuickBooks, Recruiting, Payroll, Administrative..., Investment Properties, Sales
Education
American InterContinental University 2007 — 2008
Associate's degree, Business Administration and Management, General
Younique Products March 2015 - Present
RE/MAX Hearthstone April 2013 - Present
Brown Daub Kia October 2011 - April 2012
GunnAllen Financial November 2005 - December 2006
Skills
Administrative..., Outlook, Data Entry, Microsoft Excel, Customer Service, Microsoft Office, Access, Microsoft Word, PowerPoint, Office Management, PeopleSoft, Accounts Receivable, Visio, Invoicing, Process Improvement, Filing, Telephone Skills, QuickBooks, Recruiting, Payroll, Administrative..., Investment Properties, Sales
Education
American InterContinental University 2007 — 2008
Associate's degree, Business Administration and Management, General
Rob Eyerkuss III's GunnAllen Financial Experience September 2003 - December 2004
Job Director of Sales and Strategic Alliances at Corporate Training Group, Inc.
Industry Information Technology and Services
Experience
Corporate Training Group, Inc. January 2012 - Present
International Association of Microsoft Channel Partners (IAMCP) NJ Chapter September 2009 - Present
Corporate Training Group, Inc. a Top Microsoft Partner for Learning Solutions May 2009 - December 2011
The Delta Chi Fraternity of Hofstra University June 2007 - May 2008
GunnAllen Financial September 2003 - December 2004
Education
Hofstra University 2005 — 2009
Frank G. Zarb School of Business
Corporate Training Group, Inc. January 2012 - Present
International Association of Microsoft Channel Partners (IAMCP) NJ Chapter September 2009 - Present
Corporate Training Group, Inc. a Top Microsoft Partner for Learning Solutions May 2009 - December 2011
The Delta Chi Fraternity of Hofstra University June 2007 - May 2008
GunnAllen Financial September 2003 - December 2004
Education
Hofstra University 2005 — 2009
Frank G. Zarb School of Business
Daneil Correa Daneil Correa's GunnAllen Financial Experience 2008 - 2009
Job Transportation Specialist at Army National Guard
Industry Music
Experience
Army National Guard April 2014 - Present
MGW Production LLC January 2013 - Present
Schneider National February 2013 - December 2013
BrokerPoint.com 2009 - 2009
GunnAllen Financial 2008 - 2009
FOREX November 2007 - February 2008
Bank of America September 2006 - November 2006
US Navy August 2002 - July 2006
Skills
Visual Basic, Storytelling, Series 7, Music Production, Retirement Planning, WordPress, Series 63, College Savings Plans, Songwriting, Audio Engineering
Education
Palm Beach Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Computer Programming
Conservatory Of Recording Arts and Science 2006 — 2007
Diploma Type, Audio Engineering
Army National Guard April 2014 - Present
MGW Production LLC January 2013 - Present
Schneider National February 2013 - December 2013
BrokerPoint.com 2009 - 2009
GunnAllen Financial 2008 - 2009
FOREX November 2007 - February 2008
Bank of America September 2006 - November 2006
US Navy August 2002 - July 2006
Skills
Visual Basic, Storytelling, Series 7, Music Production, Retirement Planning, WordPress, Series 63, College Savings Plans, Songwriting, Audio Engineering
Education
Palm Beach Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Computer Programming
Conservatory Of Recording Arts and Science 2006 — 2007
Diploma Type, Audio Engineering
Cheryl Kirchner Cheryl Kirchner's GunnAllen Financial Experience March 2007 - February 2010
Job
Industry Accounting
Experience
GunnAllen Financial March 2007 - February 2010
Trinity Services Group February 1999 - February 2007
Digital Lightwave August 1997 - October 1998
Orbital ATK- Alliant Techsystems 1989 - 1997
Skills
Accounts Payable, Accounts Receivable, Microsoft Excel, Outlook, Invoicing, Data Entry, Expense Reports, Customer Relations, Petty Cash, Fixed Assets, Timesheet
Education
St. Petersburg College 2012 — 2016
St. Petersburg College 1993 — 1997
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
GunnAllen Financial March 2007 - February 2010
Trinity Services Group February 1999 - February 2007
Digital Lightwave August 1997 - October 1998
Orbital ATK- Alliant Techsystems 1989 - 1997
Skills
Accounts Payable, Accounts Receivable, Microsoft Excel, Outlook, Invoicing, Data Entry, Expense Reports, Customer Relations, Petty Cash, Fixed Assets, Timesheet
Education
St. Petersburg College 2012 — 2016
St. Petersburg College 1993 — 1997
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Anthony Minerva Anthony Minerva's GunnAllen Financial Experience May 2004 - March 2005
Job Compliance Consultant
Industry Financial Services
Experience
Asplundh Tree Expert Co. September 2015 - Present
J.D.Nicholas & Associates, Inc. January 2013 - August 2015
Legend Securities, Inc. July 2012 - December 2012
Chelsea Financial Services September 2010 - June 2012
A&F Financial Securities, Inc. September 2008 - September 2010
First Midwest Securities, Inc March 2005 - September 2008
GunnAllen Financial May 2004 - March 2005
Harrison Securities November 2003 - April 2004
Worldco, LLC July 2000 - October 2003
Carl H. Pforzheimer and Company July 1997 - July 2000
Skills
Investments, Mutual Funds, Equities, Fixed Income, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Know Your Customer..., Anti Money Laundering
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 2000
MBA, Finance, 3.5
Lafayette College 1990 — 1994
Bachelor of Science (BS), Mathematics, 3.3
Lafayette College 1990 — 1994
Bachelor of Arts (B.A.), Business-Economics, 3.3
Asplundh Tree Expert Co. September 2015 - Present
J.D.Nicholas & Associates, Inc. January 2013 - August 2015
Legend Securities, Inc. July 2012 - December 2012
Chelsea Financial Services September 2010 - June 2012
A&F Financial Securities, Inc. September 2008 - September 2010
First Midwest Securities, Inc March 2005 - September 2008
GunnAllen Financial May 2004 - March 2005
Harrison Securities November 2003 - April 2004
Worldco, LLC July 2000 - October 2003
Carl H. Pforzheimer and Company July 1997 - July 2000
Skills
Investments, Mutual Funds, Equities, Fixed Income, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Know Your Customer..., Anti Money Laundering
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 2000
MBA, Finance, 3.5
Lafayette College 1990 — 1994
Bachelor of Science (BS), Mathematics, 3.3
Lafayette College 1990 — 1994
Bachelor of Arts (B.A.), Business-Economics, 3.3
Geoffrey Diamond Geoffrey Diamond's GunnAllen Financial Experience July 2007 - May 2010
Job Compliance Officer/Examiner
Industry Retail
Experience
JHS Capital Advisors, LLC March 2012 - February 2015
Freelance Retail Consultant September 2010 - March 2012
GunnAllen Financial July 2007 - May 2010
Firkins Automotive Group October 2006 - June 2007
Wood You Furniture October 2004 - July 2006
ABC Fine Wine & Spirits October 1995 - September 2000
Skills
Personnel Development, Inventory Management, Sales Management, Coaching, Team Building, Negotiation, Customer Relations, Operations Management, Customer Service, Hiring, Sales Operations, Retail Management, Merchandising, Logistics, Military Experience, Securities, FINRA, Mutual Funds, Series 63, Equities, Series 7, Series 24, Management, AML, Financial Services, Securities Regulation
Education
Stetson University 1988 — 1989
Economics
State College of Florida-Manatee-Sarasota 1993 — 1994
JHS Capital Advisors, LLC March 2012 - February 2015
Freelance Retail Consultant September 2010 - March 2012
GunnAllen Financial July 2007 - May 2010
Firkins Automotive Group October 2006 - June 2007
Wood You Furniture October 2004 - July 2006
ABC Fine Wine & Spirits October 1995 - September 2000
Skills
Personnel Development, Inventory Management, Sales Management, Coaching, Team Building, Negotiation, Customer Relations, Operations Management, Customer Service, Hiring, Sales Operations, Retail Management, Merchandising, Logistics, Military Experience, Securities, FINRA, Mutual Funds, Series 63, Equities, Series 7, Series 24, Management, AML, Financial Services, Securities Regulation
Education
Stetson University 1988 — 1989
Economics
State College of Florida-Manatee-Sarasota 1993 — 1994
Kevin Shult Kevin Shult's GunnAllen Financial Experience July 2000 - September 2004
Job Educator, NYC Department of Education
Industry Education Management
Experience
Education in Motion June 2015 - Present
NYC Department of Education September 2007 - Present
AOL Inc. January 2007 - September 2008
Theflyonthewall.com October 2004 - September 2007
GunnAllen Financial July 2000 - September 2004
Skills
Public Speaking, Classroom, Classroom Management, Teaching, Curriculum Development, Secondary Education, Blogging, Curriculum Design, Tutoring, Lesson Planning, Educational Technology, Educational Leadership, Teacher Training, Student Recruitment, History, Economics, Personal Finance, Leadership, Research, Journalism, World History, Model United Nations, Cooking, American History, Critical Thinking, Management, Student Recruiting, Differentiated..., Staff Development, Editing, Corporate Management, Student Counseling, College Counseling, Parenting, Writing, Microsoft Office, Community Outreach, Leadership Development, Higher Education, Social Media
Education
Hunter College 2013 — 2015
Advanced Certificate in School Building Leadership, Administration & Supervision
Queens College 2004 — 2006
Masters of Science, Social Studies Education
Saint John's University 1996 — 2000
BA History, History & Secondary Education
Bayside High School 1992 — 1996
Education in Motion June 2015 - Present
NYC Department of Education September 2007 - Present
AOL Inc. January 2007 - September 2008
Theflyonthewall.com October 2004 - September 2007
GunnAllen Financial July 2000 - September 2004
Skills
Public Speaking, Classroom, Classroom Management, Teaching, Curriculum Development, Secondary Education, Blogging, Curriculum Design, Tutoring, Lesson Planning, Educational Technology, Educational Leadership, Teacher Training, Student Recruitment, History, Economics, Personal Finance, Leadership, Research, Journalism, World History, Model United Nations, Cooking, American History, Critical Thinking, Management, Student Recruiting, Differentiated..., Staff Development, Editing, Corporate Management, Student Counseling, College Counseling, Parenting, Writing, Microsoft Office, Community Outreach, Leadership Development, Higher Education, Social Media
Education
Hunter College 2013 — 2015
Advanced Certificate in School Building Leadership, Administration & Supervision
Queens College 2004 — 2006
Masters of Science, Social Studies Education
Saint John's University 1996 — 2000
BA History, History & Secondary Education
Bayside High School 1992 — 1996
Ashley Schmitt Ashley Schmitt's GunnAllen Financial Experience September 2008 - July 2009
Job Sales and Marketing Leadership and Development Associate at CSX
Industry Transportation/Trucking/Railroad
Experience
CSX July 2015 - Present
Southeastern Grocers August 2014 - June 2015
Omni Hotels September 2013 - May 2014
TEAM Enterprises March 2011 - July 2013
Webber International University January 2012 - May 2013
Creative Artists Agency June 2012 - August 2012
GunnAllen Financial September 2008 - July 2009
Ad-VANCE Talent Solutions, Inc. June 2008 - September 2008
Chattertons Solicitors April 2007 - March 2008
Arcadia Group Ltd - Burton Menswear December 2006 - April 2007
Skills
Social Media, Social Media Marketing, Event Planning, Marketing Strategy, Marketing, Sales, Event Management, Facebook, Television, Advertising, Social Networking, Public Relations, Digital Marketing, Marketing Communications
Education
Webber International University 2012 — 2013
Marketing, Marketing, 4.0
Stetson University 2011 — 2011
Marketing, Marketing
Polk Community College 2009 — 2011
Associates of Arts Degree, Business Administration
Bourne Grammar School, UK 2005 — 2006
AS Level, Business Administration and Management, General
Casterton Business and Enterprise School 2000 — 2005
High School Diploma, General Studies
CSX July 2015 - Present
Southeastern Grocers August 2014 - June 2015
Omni Hotels September 2013 - May 2014
TEAM Enterprises March 2011 - July 2013
Webber International University January 2012 - May 2013
Creative Artists Agency June 2012 - August 2012
GunnAllen Financial September 2008 - July 2009
Ad-VANCE Talent Solutions, Inc. June 2008 - September 2008
Chattertons Solicitors April 2007 - March 2008
Arcadia Group Ltd - Burton Menswear December 2006 - April 2007
Skills
Social Media, Social Media Marketing, Event Planning, Marketing Strategy, Marketing, Sales, Event Management, Facebook, Television, Advertising, Social Networking, Public Relations, Digital Marketing, Marketing Communications
Education
Webber International University 2012 — 2013
Marketing, Marketing, 4.0
Stetson University 2011 — 2011
Marketing, Marketing
Polk Community College 2009 — 2011
Associates of Arts Degree, Business Administration
Bourne Grammar School, UK 2005 — 2006
AS Level, Business Administration and Management, General
Casterton Business and Enterprise School 2000 — 2005
High School Diploma, General Studies
Frank DiCicco Frank DiCicco's GunnAllen Financial Experience October 2007 - October 2008
Job Recruiting Consultant at Turning Point, Inc.
Industry Financial Services
Experience
Turning Point, Inc. January 2010 - Present
GunnAllen Financial October 2007 - October 2008
First Allied Securities February 2002 - October 2007
Scottsdale Community College 2000 - 2005
Scottsdale Community College 2000 - 2005
UNITED PLANNER'S FINANCIAL SERVICES January 1999 - January 2002
Nathan & Lewis Securities January 1995 - January 1997
PIONEER FUNDS, INC January 1992 - January 1994
Thomson McKinnon Securities and Prudential Securities January 1983 - January 1990
Education
Scottsdale Community College 2000 — 2007
Equine Science
New York University
Education
Studies
Certificate of Completion, Education; Equine Science
Turning Point, Inc. January 2010 - Present
GunnAllen Financial October 2007 - October 2008
First Allied Securities February 2002 - October 2007
Scottsdale Community College 2000 - 2005
Scottsdale Community College 2000 - 2005
UNITED PLANNER'S FINANCIAL SERVICES January 1999 - January 2002
Nathan & Lewis Securities January 1995 - January 1997
PIONEER FUNDS, INC January 1992 - January 1994
Thomson McKinnon Securities and Prudential Securities January 1983 - January 1990
Education
Scottsdale Community College 2000 — 2007
Equine Science
New York University
Education
Studies
Certificate of Completion, Education; Equine Science
Rurik Meurs Rurik Meurs's GunnAllen Financial Experience January 2005 - August 2006
Job COO at Capital Stone
Industry Financial Services
Experience
Easy Fleet Management January 2015 - May 2015
Capital Stone March 2012 - February 2015
4C Technologies November 2011 - May 2014
PGM GEM Minerals November 2009 - April 2014
Meursen May 2007 - January 2013
Remata Trading April 2007 - July 2008
GunnAllen Financial January 2005 - August 2006
S.W. Bach & Company June 2004 - December 2004
Sheikh & Associates February 2002 - November 2003
Skills
Trading, Commercial Banking, Capital Markets, Equities, Investment Banking, Valuation, Asset Managment, Investments, Portfolio Management, Asset Management, Private Equity, Commodity, Corporate Finance, Finance, Securities, Hedge Funds
Education
American InterContinental University 2003 — 2008
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Easy Fleet Management January 2015 - May 2015
Capital Stone March 2012 - February 2015
4C Technologies November 2011 - May 2014
PGM GEM Minerals November 2009 - April 2014
Meursen May 2007 - January 2013
Remata Trading April 2007 - July 2008
GunnAllen Financial January 2005 - August 2006
S.W. Bach & Company June 2004 - December 2004
Sheikh & Associates February 2002 - November 2003
Skills
Trading, Commercial Banking, Capital Markets, Equities, Investment Banking, Valuation, Asset Managment, Investments, Portfolio Management, Asset Management, Private Equity, Commodity, Corporate Finance, Finance, Securities, Hedge Funds
Education
American InterContinental University 2003 — 2008
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Norris Davis Norris Davis's GunnAllen Financial Experience April 2007 - March 2010
Job Investment Advisor Representative at Sterne Agee
Industry Financial Services
Experience
Sterne Agee March 2010 - Present
GunnAllen Financial April 2007 - March 2010
World Financial Group (WFG) April 2002 - April 2007
Janus Capital Group June 2000 - February 2002
Skills
Financial Services, Financial Advisory, Customer Service, Investments, Investment Management, Financial Planning, Strategic Planning, Finance, Small Business, Financial Analysis
Education
Truman State University 1995 — 2000
B.S. Economics, Economics
Sterne Agee March 2010 - Present
GunnAllen Financial April 2007 - March 2010
World Financial Group (WFG) April 2002 - April 2007
Janus Capital Group June 2000 - February 2002
Skills
Financial Services, Financial Advisory, Customer Service, Investments, Investment Management, Financial Planning, Strategic Planning, Finance, Small Business, Financial Analysis
Education
Truman State University 1995 — 2000
B.S. Economics, Economics
Dror Tepper Dror Tepper's GunnAllen Financial Experience January 2003 - October 2008
Job at AJO CAPITAL
Industry Capital Markets
Experience
AJO CAPITAL January 2007 - Present
AJO CAPITAL January 2007 - Present
GunnAllen Financial January 2003 - October 2008
Skills
Private Equity, Investments, Portfolio Management, Mutual Funds, Investment Banking, Mergers & Acquisitions, Business Development, Start-ups, Finance, Entrepreneurship, Due Diligence, Valuation, Equities, Venture Capital, Business Strategy
Education
State University of New York College at Oneonta 1993 — 1995
BS, Buisness Econmics
SUNY Canton 1990 — 1993
Associate's degree, Finance, General
AJO CAPITAL January 2007 - Present
AJO CAPITAL January 2007 - Present
GunnAllen Financial January 2003 - October 2008
Skills
Private Equity, Investments, Portfolio Management, Mutual Funds, Investment Banking, Mergers & Acquisitions, Business Development, Start-ups, Finance, Entrepreneurship, Due Diligence, Valuation, Equities, Venture Capital, Business Strategy
Education
State University of New York College at Oneonta 1993 — 1995
BS, Buisness Econmics
SUNY Canton 1990 — 1993
Associate's degree, Finance, General
Julia McInnis Julia McInnis's GunnAllen Financial Experience May 2008 - August 2008
Job MBA Candidate, Class of 2017 at University of Chicago Booth School of Business
Industry Entertainment
Experience
Pennebaker Hegedus Films September 2011 - July 2015
NYDEF Film Festival July 2013 - November 2013
Accordant Media May 2011 - August 2011
Whistleblower Legal July 2010 - August 2010
GunnAllen Financial May 2008 - August 2008
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
Trinity College-Hartford 2007 — 2011
Bachelor of Arts Degrees, English Literature, International Studies
Universität Wien / University of Vienna 2010 — 2010
German Language and Literature, Documentary Filmmaking
The United Nations International School 2001 — 2007
International Baccalaureate Recipient
Pennebaker Hegedus Films September 2011 - July 2015
NYDEF Film Festival July 2013 - November 2013
Accordant Media May 2011 - August 2011
Whistleblower Legal July 2010 - August 2010
GunnAllen Financial May 2008 - August 2008
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
Trinity College-Hartford 2007 — 2011
Bachelor of Arts Degrees, English Literature, International Studies
Universität Wien / University of Vienna 2010 — 2010
German Language and Literature, Documentary Filmmaking
The United Nations International School 2001 — 2007
International Baccalaureate Recipient
Richard Agster Richard Agster's GunnAllen Financial Experience December 2008 - July 2009
Job Director of Fixed Income Compliance at Raymond James
Industry Financial Services
Experience
Raymond James February 2010 - Present
AgsterGroup July 2009 - January 2010
GunnAllen Financial December 2008 - July 2009
Foley & Lardner LLP January 2005 - November 2008
Bryant Miller Olive January 2004 - December 2004
Sidley Austin August 2000 - December 2003
Securities Industry and Financial Markets Association May 1998 - August 1998
Skills
Due Diligence, Equities, Finance, IPO, Investment Banking, Investments, Mergers, Mergers, Private Equity, Private Placements, Sales, Securities, Strategic Planning, Structured Finance, Venture Capital
Education
Northwestern University School of Law 1997 — 2000
JD, Business Associations
Rollins College - Crummer Graduate School of Business 1995 — 1997
MBA, Management
University of Central Florida 1991 — 1995
BA, Music Performance
Plant High 1988 — 1991
Raymond James February 2010 - Present
AgsterGroup July 2009 - January 2010
GunnAllen Financial December 2008 - July 2009
Foley & Lardner LLP January 2005 - November 2008
Bryant Miller Olive January 2004 - December 2004
Sidley Austin August 2000 - December 2003
Securities Industry and Financial Markets Association May 1998 - August 1998
Skills
Due Diligence, Equities, Finance, IPO, Investment Banking, Investments, Mergers, Mergers, Private Equity, Private Placements, Sales, Securities, Strategic Planning, Structured Finance, Venture Capital
Education
Northwestern University School of Law 1997 — 2000
JD, Business Associations
Rollins College - Crummer Graduate School of Business 1995 — 1997
MBA, Management
University of Central Florida 1991 — 1995
BA, Music Performance
Plant High 1988 — 1991
Shane Shannon Shane Shannon's GunnAllen Financial Experience September 2007 - January 2009
Job Associate at K&L Gates
Industry Law Practice
Experience
K&L Gates November 2014 - Present
First Trust May 2013 - November 2014
United States Attorney's Office December 2012 - May 2013
US Securities and Exchange Commission May 2012 - December 2012
University of Miami Investor Rights Clinic January 2012 - May 2012
US Securities and Exchange Commission August 2011 - December 2011
GunnAllen Financial September 2007 - January 2009
Skills
Securities Regulation, Securities Litigation, Securities Act of 1933, Securities Exchange Act..., Investment Advisers Act, Investment Company Act, Sarbanes-Oxley Act, Security Analysis, Dodd-Frank, Securities Offerings, Securities, Legal Writing, Corporate Governance, Finance, Legal Research, FINRA, Hedge Funds
Education
University of Miami School of Law 2010 — 2013
Juris Doctorate, magna cum laude
Florida Atlantic University 2004 — 2008
Finance, Behavioral Finance
K&L Gates November 2014 - Present
First Trust May 2013 - November 2014
United States Attorney's Office December 2012 - May 2013
US Securities and Exchange Commission May 2012 - December 2012
University of Miami Investor Rights Clinic January 2012 - May 2012
US Securities and Exchange Commission August 2011 - December 2011
GunnAllen Financial September 2007 - January 2009
Skills
Securities Regulation, Securities Litigation, Securities Act of 1933, Securities Exchange Act..., Investment Advisers Act, Investment Company Act, Sarbanes-Oxley Act, Security Analysis, Dodd-Frank, Securities Offerings, Securities, Legal Writing, Corporate Governance, Finance, Legal Research, FINRA, Hedge Funds
Education
University of Miami School of Law 2010 — 2013
Juris Doctorate, magna cum laude
Florida Atlantic University 2004 — 2008
Finance, Behavioral Finance
Matt Monius Matt Monius's GunnAllen Financial Experience February 2009 - March 2010
Job MBA | Compliance | Sales | Trading | Seeking New Opportunities
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 2015 - Present
JHS Capital Advisors, LLC March 2010 - July 2015
JHS Capital Advisors, LLC March 2010 - July 2015
GunnAllen Financial February 2009 - March 2010
SunGard Data Systems March 2008 - November 2008
GunnAllen Financial 2003 - 2008
American Express July 2000 - December 2001
Skills
Series 7, Trading, Financial Services, Bloomberg, FINRA, Financial Risk, Financial Analysis, Traders, Microsoft Excel, Series 24, Sales, MS Project, Brass, Financial Reporting, Institutional Sales, Trade Compliance, Regulatory Compliance, Stock Market, Stock Trading, Portfolio Management, Trading Systems, Sales Management, Management, Supervisory Skills, Supervision, Project Management, Operations Management, Investment Portfolio, Risk Management, Regulatory Requirements, Equities, Securities, Options, Finance, Investments, Equity Trading, Asset Management, Capital Markets, Fixed Income, Mutual Funds, Bonds, Financial Planning, Hedge Funds, Investment Strategies
Education
Loyola University Maryland 2000 — 2002
MBA, Finance
Towson University 1996 — 2000
Bachelors Degree, Finance
Calvert Hall 1992 — 1996
HS, Business
Transamerica Financial Advisors, Inc. July 2015 - Present
JHS Capital Advisors, LLC March 2010 - July 2015
JHS Capital Advisors, LLC March 2010 - July 2015
GunnAllen Financial February 2009 - March 2010
SunGard Data Systems March 2008 - November 2008
GunnAllen Financial 2003 - 2008
American Express July 2000 - December 2001
Skills
Series 7, Trading, Financial Services, Bloomberg, FINRA, Financial Risk, Financial Analysis, Traders, Microsoft Excel, Series 24, Sales, MS Project, Brass, Financial Reporting, Institutional Sales, Trade Compliance, Regulatory Compliance, Stock Market, Stock Trading, Portfolio Management, Trading Systems, Sales Management, Management, Supervisory Skills, Supervision, Project Management, Operations Management, Investment Portfolio, Risk Management, Regulatory Requirements, Equities, Securities, Options, Finance, Investments, Equity Trading, Asset Management, Capital Markets, Fixed Income, Mutual Funds, Bonds, Financial Planning, Hedge Funds, Investment Strategies
Education
Loyola University Maryland 2000 — 2002
MBA, Finance
Towson University 1996 — 2000
Bachelors Degree, Finance
Calvert Hall 1992 — 1996
HS, Business
Daniel Coffman Daniel Coffman's GunnAllen Financial Experience 2005 - 2008
Job Development Manager Ecommerce
Industry Telecommunications
Experience
Tech Data August 2015 - Present
Coca-Cola Enterprises June 2015 - August 2015
Bright House Networks December 2008 - May 2015
GunnAllen Financial 2005 - 2008
IBM Global Services May 1998 - June 2005
MCI 1994 - 1998
Skills
Project Management, Business Intelligence, Visio, Business Analysis, SharePoint, Data Warehousing, SDLC, Testing, Oracle, Requirements Analysis, T-SQL, Microsoft SQL Server, Software Development, Agile Methodologies, Software Documentation, ETL, Solution Architecture, PL/SQL, Databases, CRM, Business Objects, C#, .NET
Education
University of South Florida - College of Business Administration 1994 — 1998
B.S, Management and Information Systems
St. Petersburg College 1989 — 1991
A.A., Graphic Design, Business Administration
Dunedin High School 1986 — 1989
Diploma
Skycrest Christian School 1984 — 1989
Tech Data August 2015 - Present
Coca-Cola Enterprises June 2015 - August 2015
Bright House Networks December 2008 - May 2015
GunnAllen Financial 2005 - 2008
IBM Global Services May 1998 - June 2005
MCI 1994 - 1998
Skills
Project Management, Business Intelligence, Visio, Business Analysis, SharePoint, Data Warehousing, SDLC, Testing, Oracle, Requirements Analysis, T-SQL, Microsoft SQL Server, Software Development, Agile Methodologies, Software Documentation, ETL, Solution Architecture, PL/SQL, Databases, CRM, Business Objects, C#, .NET
Education
University of South Florida - College of Business Administration 1994 — 1998
B.S, Management and Information Systems
St. Petersburg College 1989 — 1991
A.A., Graphic Design, Business Administration
Dunedin High School 1986 — 1989
Diploma
Skycrest Christian School 1984 — 1989
Dave Rich, CFA's GunnAllen Financial Experience February 2005 - December 2009
Job VP Strategic Finance and Analytics
Industry Information Technology and Services
Experience
Vology March 2015 - Present
Vology February 2014 - March 2015
Vology February 2012 - February 2014
Vology August 2010 - March 2012
HarborLight Capital December 2009 - August 2010
GunnAllen Financial February 2005 - December 2009
Morgan Stanley April 2002 - February 2005
GunnAllen Financial/Raymond James March 1997 - April 2002
Regions Financial/Wells Fargo 1990 - 1997
Skills
Financial Analysis, Process Improvement, Strategic Financial..., Equities, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Business Intelligence, Strategic Planning, Valuation, Forecasting, Business Analysis, Operations Management, Budgets, Finance, Analytics, Managerial Finance, Management, Business Planning, Leadership, Due Diligence, Cross-functional Team..., Business Process..., E-commerce, Business Strategy, Private Equity, Marketing, Market Research, Credit, Venture Capital, Team Building, Investments, Portfolio Management, Start-ups, Competitive Analysis, Market Analysis, Team Leadership, Marketing Strategy, Digital Marketing, Asset Management
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA), Management/ Economics/ Finance/ Marketing/ OR and Data Analytics, Distinguished
University of West Florida
Bachelor's Degree, Economics and Finance, 3.8/4.0 Major
Northwestern University - Kellogg School of Management
Certificate, Forensic Accounting for Equity and Credit Analysts
Vology March 2015 - Present
Vology February 2014 - March 2015
Vology February 2012 - February 2014
Vology August 2010 - March 2012
HarborLight Capital December 2009 - August 2010
GunnAllen Financial February 2005 - December 2009
Morgan Stanley April 2002 - February 2005
GunnAllen Financial/Raymond James March 1997 - April 2002
Regions Financial/Wells Fargo 1990 - 1997
Skills
Financial Analysis, Process Improvement, Strategic Financial..., Equities, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Business Intelligence, Strategic Planning, Valuation, Forecasting, Business Analysis, Operations Management, Budgets, Finance, Analytics, Managerial Finance, Management, Business Planning, Leadership, Due Diligence, Cross-functional Team..., Business Process..., E-commerce, Business Strategy, Private Equity, Marketing, Market Research, Credit, Venture Capital, Team Building, Investments, Portfolio Management, Start-ups, Competitive Analysis, Market Analysis, Team Leadership, Marketing Strategy, Digital Marketing, Asset Management
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA), Management/ Economics/ Finance/ Marketing/ OR and Data Analytics, Distinguished
University of West Florida
Bachelor's Degree, Economics and Finance, 3.8/4.0 Major
Northwestern University - Kellogg School of Management
Certificate, Forensic Accounting for Equity and Credit Analysts
Christina Culver's GunnAllen Financial Experience June 2006 - March 2010
Job Sales Assistant at Broker/Dealer
Industry Financial Services
Experience
Broker/Dealer April 2012 - Present
GunnAllen Financial June 2006 - March 2010
Caremark Specialty Pharmacy July 2004 - October 2005
Accentia Biopharmaceuticals June 2002 - January 2004
Skills
Outlook, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Administrative..., Microsoft Windows, Internet, Medical Manager, HBS, Reflections, Isynergy, Quick Indexer, Ace/Provisor, NetX Pro/360, Sungard, Laser App, Accounts Receivable, Data Entry, Filing, Copying, faxing, 45+ WPM, Call Centers, FINRA, Fax, Spreadsheets, Research
Education
St. Petersburg College 2010 — 2012
Associate of Arts (AA)
Broker/Dealer April 2012 - Present
GunnAllen Financial June 2006 - March 2010
Caremark Specialty Pharmacy July 2004 - October 2005
Accentia Biopharmaceuticals June 2002 - January 2004
Skills
Outlook, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Administrative..., Microsoft Windows, Internet, Medical Manager, HBS, Reflections, Isynergy, Quick Indexer, Ace/Provisor, NetX Pro/360, Sungard, Laser App, Accounts Receivable, Data Entry, Filing, Copying, faxing, 45+ WPM, Call Centers, FINRA, Fax, Spreadsheets, Research
Education
St. Petersburg College 2010 — 2012
Associate of Arts (AA)
Nick Shin Nick Shin's GunnAllen Financial Experience October 2007 - April 2008
Job Office Assistant at FoodCo Distributors Inc
Industry Food & Beverages
Experience
Blooming Star Media LLC August 2013 - Present
Colebrooke Capital Ventures, LLC. August 2010 - November 2011
New York State Psychiatric Institute August 2009 - July 2010
Merrill Lynch May 2008 - August 2008
GunnAllen Financial October 2007 - April 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Data Entry, Social Media, Teamwork, Copywriting, SEO, Digital Marketing, Online Advertising
Education
Baruch 2008 — 2011
Bachelor of Arts (B.A.), Economics, 3.2
De Anza College 2001 — 2003
Associate of Computer Science, Computer Science, 3.6
Blooming Star Media LLC August 2013 - Present
Colebrooke Capital Ventures, LLC. August 2010 - November 2011
New York State Psychiatric Institute August 2009 - July 2010
Merrill Lynch May 2008 - August 2008
GunnAllen Financial October 2007 - April 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Data Entry, Social Media, Teamwork, Copywriting, SEO, Digital Marketing, Online Advertising
Education
Baruch 2008 — 2011
Bachelor of Arts (B.A.), Economics, 3.2
De Anza College 2001 — 2003
Associate of Computer Science, Computer Science, 3.6
Dean Kornegay & Monty Baggett Dean Kornegay & Monty Baggett's GunnAllen Financial Experience June 2004 - April 2010
Job Professional Investment Management
Industry Investment Management
Experience
SagePoint Financial June 2010 - Present
SagePoint Financial April 2010 - April 2010
GunnAllen Financial June 2004 - April 2010
Oxford Financial Inc January 2001 - June 2004
Education
Texas A&M University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
University of Alaska Anchorage 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
SagePoint Financial June 2010 - Present
SagePoint Financial April 2010 - April 2010
GunnAllen Financial June 2004 - April 2010
Oxford Financial Inc January 2001 - June 2004
Education
Texas A&M University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
University of Alaska Anchorage 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
Michael J. Pata Michael J. Pata's GunnAllen Financial Experience April 2003 - February 2010
Job Senior Executive Director at Aegis Capital Corp.
Industry Financial Services
Experience
Aegis Capital Corp. February 2010 - Present
GunnAllen Financial April 2003 - February 2010
Skills
Investments, Investment Banking, Equities, Mutual Funds, Retirement Planning, Financial Planning, Portfolio Management, Annuities, Insurance, Financial Analysis, Banking, Capital Markets, Corporate Finance, Fixed Income, Fixed Annuities, Series 63, Financial Services, Series 7, Asset Allocation, Securities
Education
Hofstra University 1991 — 1995
Finance
Aegis Capital Corp. February 2010 - Present
GunnAllen Financial April 2003 - February 2010
Skills
Investments, Investment Banking, Equities, Mutual Funds, Retirement Planning, Financial Planning, Portfolio Management, Annuities, Insurance, Financial Analysis, Banking, Capital Markets, Corporate Finance, Fixed Income, Fixed Annuities, Series 63, Financial Services, Series 7, Asset Allocation, Securities
Education
Hofstra University 1991 — 1995
Finance
Michael Inghilterra Michael Inghilterra's GunnAllen Financial Experience June 1995 - March 2004
Job Major Account Manager at Truphone
Industry Telecommunications
Experience
Truphone September 2014 - January 2015
Granite Telecommunications January 2014 - May 2014
Granite January 2006 - December 2013
Grandview Consultants February 2002 - January 2006
GunnAllen Financial June 1995 - March 2004
Skills
New Business Development, Customer Relations, Strategic Planning, Marketing Strategy, Team Leadership, VoIP, Customer Service, Telecommunications, Wireless, Salesforce.com, Solution Selling, Start-ups, Management, Sales Process, Strategy, Direct Sales, Leadership, MPLS, Selling, Sales, Marketing, Strategic Partnerships, Account Management, SaaS, Networking, Managed Services, CRM, Cold Calling, Customer Retention, Sales Operations, Contract Negotiation, Cloud Computing, Business Development, B2B, Call Centers, T1, Broadband, Sales Management, Lead Generation, Product Management, Vendor Management, Channel Partners, Professional Services, Customer Satisfaction, Product Marketing, Enterprise Software, Unified Communications, Co-location, Long Distance, Mobile Devices
Education
Saint Bonaventure University 1990 — 1994
BS
Truphone September 2014 - January 2015
Granite Telecommunications January 2014 - May 2014
Granite January 2006 - December 2013
Grandview Consultants February 2002 - January 2006
GunnAllen Financial June 1995 - March 2004
Skills
New Business Development, Customer Relations, Strategic Planning, Marketing Strategy, Team Leadership, VoIP, Customer Service, Telecommunications, Wireless, Salesforce.com, Solution Selling, Start-ups, Management, Sales Process, Strategy, Direct Sales, Leadership, MPLS, Selling, Sales, Marketing, Strategic Partnerships, Account Management, SaaS, Networking, Managed Services, CRM, Cold Calling, Customer Retention, Sales Operations, Contract Negotiation, Cloud Computing, Business Development, B2B, Call Centers, T1, Broadband, Sales Management, Lead Generation, Product Management, Vendor Management, Channel Partners, Professional Services, Customer Satisfaction, Product Marketing, Enterprise Software, Unified Communications, Co-location, Long Distance, Mobile Devices
Education
Saint Bonaventure University 1990 — 1994
BS
Kevin Vogel Kevin Vogel's GunnAllen Financial Experience November 2005 - March 2006
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Henry Schein February 2008 - November 2010
J.P. Morgan Chase June 2007 - December 2007
New York Life Insurance Company August 2006 - May 2007
Morgan Wilshire Securities March 2006 - July 2006
GunnAllen Financial November 2005 - March 2006
Cablevision June 2004 - November 2005
The Home Depot September 2003 - September 2003
Education
Dowling College 2002 — 2004
Computer Information Systems, Computer Information Systems
Henry Schein February 2008 - November 2010
J.P. Morgan Chase June 2007 - December 2007
New York Life Insurance Company August 2006 - May 2007
Morgan Wilshire Securities March 2006 - July 2006
GunnAllen Financial November 2005 - March 2006
Cablevision June 2004 - November 2005
The Home Depot September 2003 - September 2003
Education
Dowling College 2002 — 2004
Computer Information Systems, Computer Information Systems
Joseph Solomon Sikile Joseph Solomon Sikile's GunnAllen Financial Experience May 2004 - September 2006
Job
Industry Financial Services
Experience
League Investment Services March 2012 - December 2013
Aambit Group LLC May 2011 - December 2011
Hawkeye Capital July 2009 - December 2011
Hawkeye Capital/The Angle Group February 2009 - December 2011
Bishop, Rosen & Co August 2006 - February 2009
Rosen & Co August 2006 - February 2009
GunnAllen Financial May 2004 - September 2006
Morgan Stanley July 2004 - August 2006
SANDES India Pvt Ltd April 2000 - June 2000
Skills
Finance, Accounting, Portfolio Management, Asset Managment, Investments, Derivatives, Equities, Capital Markets, Series 7, Financial Modeling, Options, Hedge Funds, Trading Systems, Private Equity, Trading, Equity Derivatives, ETFs, Fixed Income, Financial Markets, Asset Management, Strategic Financial...
Education
2009 - CUNY, Baruch Business 2009 — 2010
MS, Finance
Baruch College, City University of New York (CUNY) 2008 — 2009
Masters, Finance
Florida Institute of Technology 2000 — 2004
Bachelor of Science (BS), Accounting
Florida Institute of Technology 2000 — 2004
BS, Accounting
J sikile School 1986 — 2000
League Investment Services March 2012 - December 2013
Aambit Group LLC May 2011 - December 2011
Hawkeye Capital July 2009 - December 2011
Hawkeye Capital/The Angle Group February 2009 - December 2011
Bishop, Rosen & Co August 2006 - February 2009
Rosen & Co August 2006 - February 2009
GunnAllen Financial May 2004 - September 2006
Morgan Stanley July 2004 - August 2006
SANDES India Pvt Ltd April 2000 - June 2000
Skills
Finance, Accounting, Portfolio Management, Asset Managment, Investments, Derivatives, Equities, Capital Markets, Series 7, Financial Modeling, Options, Hedge Funds, Trading Systems, Private Equity, Trading, Equity Derivatives, ETFs, Fixed Income, Financial Markets, Asset Management, Strategic Financial...
Education
2009 - CUNY, Baruch Business 2009 — 2010
MS, Finance
Baruch College, City University of New York (CUNY) 2008 — 2009
Masters, Finance
Florida Institute of Technology 2000 — 2004
Bachelor of Science (BS), Accounting
Florida Institute of Technology 2000 — 2004
BS, Accounting
J sikile School 1986 — 2000
Kimberly Swank, CPA, MBA, MSA Kimberly Swank, CPA, MBA, MSA's GunnAllen Financial Experience 1998 - 2006
Job Managing Principal/ Founder at Swank Accounting, LLC
Industry Accounting
Experience
Swank Accounting, LLC September 2012 - Present
JBM Consulting, LLC 2011 - 2012
Advantage Capital Partners 2009 - 2010
Ernst & Young May 2007 - September 2008
GunnAllen Financial 1998 - 2006
Skills
Private Equity, Venture Capital, Forecasting, Budgets, Equities, Structured Finance, Real Estate, Alternative Investments, Profit, Return on Investment, Proformas, Solvency, Analysis, Entrepreneurship, Financial Modeling, Management, Financial Analysis, Consulting, Corporate Finance, Business Strategy, Strategic Planning
Education
Certified Public Accountant, CPA 2008 — 2008
CPA, Accounting
University of Notre Dame 2007 — 2008
MSA, Financial Accounting
University of Notre Dame - Mendoza College of Business 2006 — 2007
MBA, Investments and Entrepreneurship
University of Florida 1994 — 1998
BSBA, Finance
Swank Accounting, LLC September 2012 - Present
JBM Consulting, LLC 2011 - 2012
Advantage Capital Partners 2009 - 2010
Ernst & Young May 2007 - September 2008
GunnAllen Financial 1998 - 2006
Skills
Private Equity, Venture Capital, Forecasting, Budgets, Equities, Structured Finance, Real Estate, Alternative Investments, Profit, Return on Investment, Proformas, Solvency, Analysis, Entrepreneurship, Financial Modeling, Management, Financial Analysis, Consulting, Corporate Finance, Business Strategy, Strategic Planning
Education
Certified Public Accountant, CPA 2008 — 2008
CPA, Accounting
University of Notre Dame 2007 — 2008
MSA, Financial Accounting
University of Notre Dame - Mendoza College of Business 2006 — 2007
MBA, Investments and Entrepreneurship
University of Florida 1994 — 1998
BSBA, Finance
Oronzo Triggiano's GunnAllen Financial Experience June 2007 - March 2010
Job Area Vice President at J.P. Turner & Company
Industry Financial Services
Experience
J.P. Turner & Company May 2010 - Present
GunnAllen Financial June 2007 - March 2010
Empire Financial May 2004 - August 2006
Skills
Series 7, Series 24, Series 65, Series 63, Investments, Securities, FINRA, Equities, Mutual Funds, Asset Management, Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Financial Planning, Financial Services, Portfolio Management, Alternative Investments
Education
University of Central Florida 2001 — 2005
Bachelor's degree, Finance, General
J.P. Turner & Company May 2010 - Present
GunnAllen Financial June 2007 - March 2010
Empire Financial May 2004 - August 2006
Skills
Series 7, Series 24, Series 65, Series 63, Investments, Securities, FINRA, Equities, Mutual Funds, Asset Management, Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Financial Planning, Financial Services, Portfolio Management, Alternative Investments
Education
University of Central Florida 2001 — 2005
Bachelor's degree, Finance, General
Kevin Perreira Kevin Perreira's GunnAllen Financial Experience October 2006 - March 2008
Job Independent Investment Management Professional
Industry Investment Management
Experience
Millionaire Gallery June 2011 - Present
United States Metals Corporation January 2009 - June 2011
GunnAllen Financial October 2006 - March 2008
Genesis Global Investments, Inc. February 2001 - September 2006
Skills
Series 6 & 7, Business Development..., Investment Advisory
Education
Miami Dade College
Associates, Business Administration
Miami Springs Senior High
Millionaire Gallery June 2011 - Present
United States Metals Corporation January 2009 - June 2011
GunnAllen Financial October 2006 - March 2008
Genesis Global Investments, Inc. February 2001 - September 2006
Skills
Series 6 & 7, Business Development..., Investment Advisory
Education
Miami Dade College
Associates, Business Administration
Miami Springs Senior High
Bruce Primrose Bruce Primrose's GunnAllen Financial Experience 2002 - 2005
Job Service is my Business
Industry Accounting
Experience
Primrose Accounting June 2005 - Present
Primrose Entertainment September 1979 - Present
Demak America March 2010 - July 2013
Scottrade 2004 - July 2013
Accountemps 1993 - 2010
GunnAllen Financial 2002 - 2005
Russo, DeLaura & Bielski 1985 - 1986
Skills
QuickBooks, Peachtree, TaxAct, Bookkeeping, Microsoft Excel, Lotus 123, General Ledger, Journal Entries, Bank Reconciliation, Budget Forecasts, Microsoft Word, Adobe Design Programs, Corel Draw, PeopleSoft, Lawson General Ledger, FEDLINE, Jack Henry, ADP Payroll, Quattro Pro, Turbo Tax, Small Business, 10 Key, Nonprofits, PowerPoint, QuarkXPress, T&E, T&A, Accounts Payable, Account Reconciliation, Finance, Accounting, Financial Statements, Networking, DJ
Education
Fairleigh Dickinson University 1980 — 1985
BS, Accounting
Primrose Accounting June 2005 - Present
Primrose Entertainment September 1979 - Present
Demak America March 2010 - July 2013
Scottrade 2004 - July 2013
Accountemps 1993 - 2010
GunnAllen Financial 2002 - 2005
Russo, DeLaura & Bielski 1985 - 1986
Skills
QuickBooks, Peachtree, TaxAct, Bookkeeping, Microsoft Excel, Lotus 123, General Ledger, Journal Entries, Bank Reconciliation, Budget Forecasts, Microsoft Word, Adobe Design Programs, Corel Draw, PeopleSoft, Lawson General Ledger, FEDLINE, Jack Henry, ADP Payroll, Quattro Pro, Turbo Tax, Small Business, 10 Key, Nonprofits, PowerPoint, QuarkXPress, T&E, T&A, Accounts Payable, Account Reconciliation, Finance, Accounting, Financial Statements, Networking, DJ
Education
Fairleigh Dickinson University 1980 — 1985
BS, Accounting
Terril Goudie Terril Goudie's GunnAllen Financial Experience June 2001 - March 2010
Job Experienced Finacial Services Executive
Industry Financial Services
Experience
GunnAllen Financial June 2001 - March 2010
Education
Texas A&M University 1976 — 1980
BS, Ocean Engineering
GunnAllen Financial June 2001 - March 2010
Education
Texas A&M University 1976 — 1980
BS, Ocean Engineering
Adam Goodman's GunnAllen Financial Experience September 2003 - October 2005
Job Director, Business Technology Services at Air Culinaire Worldwide
Industry Information Technology and Services
Experience
Air Culinaire Worldwide July 2015 - Present
Air Culinaire Worldwide June 2014 - June 2015
Raymond James & Associates, Inc January 2011 - May 2014
PricewaterhouseCoopers October 2005 - December 2010
GunnAllen Financial September 2003 - October 2005
Skills
Process Improvement, Software Documentation, IT Management, Leadership, ITIL, Technical Support, Security, Management, Troubleshooting, Project Management, Customer Service, Business Process, Technical Writing, IT Strategy, IT Operations, Team Building, Training, Visio, SharePoint, Knowledge Management, Analysis, Testing, SDLC, Access, Information Technology, Project Coordination, Technical Training, Business Analysis, Active Directory, Employee Training, Quality Assurance, System Administration, Malware Analysis, Coaching Staff, Mentoring Of Staff, Performance Metrics, Business Management, Training & Development, Desktop Support, People Management, VMware Infrastructure, Software Deployment, Business Requirements
Education
Florida State University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration
University of South Florida 2002 — 2008
Bachelor's Degree, Management Information Systems
Fayetteville State University 1992 — 1995
Bachelor's Degree, Political Science/Psychology
Air Culinaire Worldwide July 2015 - Present
Air Culinaire Worldwide June 2014 - June 2015
Raymond James & Associates, Inc January 2011 - May 2014
PricewaterhouseCoopers October 2005 - December 2010
GunnAllen Financial September 2003 - October 2005
Skills
Process Improvement, Software Documentation, IT Management, Leadership, ITIL, Technical Support, Security, Management, Troubleshooting, Project Management, Customer Service, Business Process, Technical Writing, IT Strategy, IT Operations, Team Building, Training, Visio, SharePoint, Knowledge Management, Analysis, Testing, SDLC, Access, Information Technology, Project Coordination, Technical Training, Business Analysis, Active Directory, Employee Training, Quality Assurance, System Administration, Malware Analysis, Coaching Staff, Mentoring Of Staff, Performance Metrics, Business Management, Training & Development, Desktop Support, People Management, VMware Infrastructure, Software Deployment, Business Requirements
Education
Florida State University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration
University of South Florida 2002 — 2008
Bachelor's Degree, Management Information Systems
Fayetteville State University 1992 — 1995
Bachelor's Degree, Political Science/Psychology
Shannon Ouellette's GunnAllen Financial Experience November 1998 - May 2004
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2004 - Present
GunnAllen Financial November 1998 - May 2004
Education
University of South Florida 1998 — 2001
MBA, Finance
Assumption College 1993 — 1997
BA, Economics and English
Northwestern Mutual Financial Network 2004 - Present
GunnAllen Financial November 1998 - May 2004
Education
University of South Florida 1998 — 2001
MBA, Finance
Assumption College 1993 — 1997
BA, Economics and English
Daniel Satterfield's GunnAllen Financial Experience November 2006 - Present
Job Financial Advisor at Gunnallen Financial
Industry Financial Services
Experience
Gunnallen Financial November 2006 - Present
Axa Advisors October 2006 - November 2006
Raymond James Financial Services October 2004 - May 2005
Education
Hofstra University 2000 — 2004
Gunnallen Financial November 2006 - Present
Axa Advisors October 2006 - November 2006
Raymond James Financial Services October 2004 - May 2005
Education
Hofstra University 2000 — 2004
Mandisa (Mandi) Trader's GunnAllen Financial Experience August 2002 - January 2011
Job Operations at an Investment Firm
Industry Financial Services
Experience
JHS Capital Advisors, LLC April 2010 - August 2015
GunnAllen Financial August 2002 - January 2011
Morgan Stanley Dean Witter Online 1998 - 2002
Skills
Series 7, Series 24, Series 63, Securities, Trading, Equities, Financial Services, FINRA, Options, Alternative Investments, AML, Equity Trading, Uniform Combined State..., Stocks, Back Office, Investment Advisory, Hedging, 401k, Mutual Funds, Microsoft Excel, Derivatives, Financial Analysis, Brokerage, Hedge Funds, Trading Systems, Investments, Retirement Planning, Series 6, Financial Risk, Risk Management, Investment Strategies, Investment Management, Asset Management, Asset Allocation, Wealth Management
Education
University of South Florida 1996 — 1999
Bachelor of Science, Business Administration and Management, General
Florida Agricultural and Mechanical University 1992 — 1995
JHS Capital Advisors, LLC April 2010 - August 2015
GunnAllen Financial August 2002 - January 2011
Morgan Stanley Dean Witter Online 1998 - 2002
Skills
Series 7, Series 24, Series 63, Securities, Trading, Equities, Financial Services, FINRA, Options, Alternative Investments, AML, Equity Trading, Uniform Combined State..., Stocks, Back Office, Investment Advisory, Hedging, 401k, Mutual Funds, Microsoft Excel, Derivatives, Financial Analysis, Brokerage, Hedge Funds, Trading Systems, Investments, Retirement Planning, Series 6, Financial Risk, Risk Management, Investment Strategies, Investment Management, Asset Management, Asset Allocation, Wealth Management
Education
University of South Florida 1996 — 1999
Bachelor of Science, Business Administration and Management, General
Florida Agricultural and Mechanical University 1992 — 1995
julie segedin's GunnAllen Financial Experience September 2006 - September 2009
Job VP of HR and Recruitment
Industry Financial Services
Experience
CBG Financial Group September 2006 - June 2012
GunnAllen Financial September 2006 - September 2009
Skills
Talent Acquisition, Onboarding, 401k
Education
Bloomsburg University of Pennsylvania 2003 — 2006
Marketing
CBG Financial Group September 2006 - June 2012
GunnAllen Financial September 2006 - September 2009
Skills
Talent Acquisition, Onboarding, 401k
Education
Bloomsburg University of Pennsylvania 2003 — 2006
Marketing
David Jarvis's GunnAllen Financial Experience May 2006 - July 2009
Job Deputy General Counsel
Industry Financial Services
Experience
COR Clearing (f/k/a Legent Clearing) August 2009 - Present
GunnAllen Financial May 2006 - July 2009
Wells Fargo Advisors (f/k/a Wachovia Securities, LLC) March 2001 - May 2006
Skills
Securities, Compliance, Due Diligence, Risk Management, Hedge Funds, Litigation, Regulatory Affairs, Securities Regulation, Securities Arbitration, Capital Markets, Investment Advisory, Financial Services
Education
University of Detroit Mercy School of Law 1987 — 1990
JD
University of Michigan
Bachelors, Psychology/Sociology
COR Clearing (f/k/a Legent Clearing) August 2009 - Present
GunnAllen Financial May 2006 - July 2009
Wells Fargo Advisors (f/k/a Wachovia Securities, LLC) March 2001 - May 2006
Skills
Securities, Compliance, Due Diligence, Risk Management, Hedge Funds, Litigation, Regulatory Affairs, Securities Regulation, Securities Arbitration, Capital Markets, Investment Advisory, Financial Services
Education
University of Detroit Mercy School of Law 1987 — 1990
JD
University of Michigan
Bachelors, Psychology/Sociology
Mary Makal's GunnAllen Financial Experience September 2008 - April 2010
Job Project Manager
Industry Financial Services
Experience
National Planning Holdings April 2010 - Present
Sunlake High School Band Boosters June 2012 - January 2014
GunnAllen Financial September 2008 - April 2010
GunnAllen Financial February 2006 - September 2008
Complyant Solutions February 2005 - December 2007
Kforce October 2002 - February 2005
Deloitte January 2000 - October 2002
Skills
Compliance, Process Improvement, Business Analysis, Accounting, Sarbanes-Oxley Act, Visio, Change Management, Management Consulting, Financial Analysis, SDLC, Strategic Financial..., Risk Management, Strategic Planning, Business Process..., Financial Services, Analysis, Project Planning, Securities, Mergers & Acquisitions, Financial Reporting, Financial Risk, Finance, Portfolio Management
Education
Florida Atlantic University 1996 — 1999
BS, MAcc, Accounting, Accounting Information Systems
University of South Florida 1987 — 1991
BA, Mass Communications - Advertising
Sarasota High School 1983 — 1987
National Planning Holdings April 2010 - Present
Sunlake High School Band Boosters June 2012 - January 2014
GunnAllen Financial September 2008 - April 2010
GunnAllen Financial February 2006 - September 2008
Complyant Solutions February 2005 - December 2007
Kforce October 2002 - February 2005
Deloitte January 2000 - October 2002
Skills
Compliance, Process Improvement, Business Analysis, Accounting, Sarbanes-Oxley Act, Visio, Change Management, Management Consulting, Financial Analysis, SDLC, Strategic Financial..., Risk Management, Strategic Planning, Business Process..., Financial Services, Analysis, Project Planning, Securities, Mergers & Acquisitions, Financial Reporting, Financial Risk, Finance, Portfolio Management
Education
Florida Atlantic University 1996 — 1999
BS, MAcc, Accounting, Accounting Information Systems
University of South Florida 1987 — 1991
BA, Mass Communications - Advertising
Sarasota High School 1983 — 1987
Charles Vandevoir's GunnAllen Financial Experience December 2007 - March 2008
Job
Industry Computer Software
Experience
Sumeru Solutions May 2011 - February 2012
HSN May 2011 - May 2011
Laker Software February 2010 - May 2011
AccuData Integrated Marketing January 2010 - May 2010
Chapin Revenue Cycle Management November 2009 - January 2010
Xcenda March 2009 - October 2009
Vegas.com March 2008 - January 2009
GunnAllen Financial December 2007 - March 2008
AccuData December 2005 - November 2007
Straightaway January 2004 - December 2005
Skills
.NET, ASP.NET, Microsoft SQL Server, Visual Studio, C#, VB.NET, IIS, Web Services, Visual C#, SQL, TFS, MVC, Design Patterns, Windows, SDLC, Entity Framework, Software Project..., WCF, Business Analysis, OOP, UML, Integration, T-SQL, REST, XML, HTML, CSS, Databases, ASP.NET AJAX, LINQ, Unit Testing, jQuery, Visual Basic, C++, JavaScript, CampusVue, Oracle, MVC Architecture, RESTful architecture, ASP.NET MVC, DocuSign, ImageNow, Enterprise Architecture, OS X, Database Design, WebApi, HTML 5, Twitter Bootstrap, MVVM, Business Process Design
Education
Oklahoma State University 1985 — 1987
Accounting and Computer Science
Sumeru Solutions May 2011 - February 2012
HSN May 2011 - May 2011
Laker Software February 2010 - May 2011
AccuData Integrated Marketing January 2010 - May 2010
Chapin Revenue Cycle Management November 2009 - January 2010
Xcenda March 2009 - October 2009
Vegas.com March 2008 - January 2009
GunnAllen Financial December 2007 - March 2008
AccuData December 2005 - November 2007
Straightaway January 2004 - December 2005
Skills
.NET, ASP.NET, Microsoft SQL Server, Visual Studio, C#, VB.NET, IIS, Web Services, Visual C#, SQL, TFS, MVC, Design Patterns, Windows, SDLC, Entity Framework, Software Project..., WCF, Business Analysis, OOP, UML, Integration, T-SQL, REST, XML, HTML, CSS, Databases, ASP.NET AJAX, LINQ, Unit Testing, jQuery, Visual Basic, C++, JavaScript, CampusVue, Oracle, MVC Architecture, RESTful architecture, ASP.NET MVC, DocuSign, ImageNow, Enterprise Architecture, OS X, Database Design, WebApi, HTML 5, Twitter Bootstrap, MVVM, Business Process Design
Education
Oklahoma State University 1985 — 1987
Accounting and Computer Science
Renee Emrick's GunnAllen Financial Experience September 2003 - December 2006
Job General Counsel/Chief Compliance Officer at Investment Planners
Industry Financial Services
Experience
Investment Planners November 2013 - Present
1st Global September 2012 - November 2013
First Midwest Securities, Inc. January 2007 - February 2012
GunnAllen Financial September 2003 - December 2006
Self Employed January 1999 - August 2001
TD Waterhouse May 1996 - January 1999
Dean Witter October 1995 - May 1996
Skills
Series 24, Securities Litigation, Financial Services, Risk Management, Mutual Funds, Arbitration, Investment Strategies, Brokerage, Strategic Financial..., Fixed Annuities, Investment Advisory, Securities, Financial Advisory, FINRA, Securities Regulation, Series 7, Broker-Dealer, AML, Investments
Education
Stetson University College of Law 2001 — 2003
Doctor of Law (J.D.), Law
Notre Dame of Maryland University 1990 — 1993
B.A., Psychology, Minor Business
Investment Planners November 2013 - Present
1st Global September 2012 - November 2013
First Midwest Securities, Inc. January 2007 - February 2012
GunnAllen Financial September 2003 - December 2006
Self Employed January 1999 - August 2001
TD Waterhouse May 1996 - January 1999
Dean Witter October 1995 - May 1996
Skills
Series 24, Securities Litigation, Financial Services, Risk Management, Mutual Funds, Arbitration, Investment Strategies, Brokerage, Strategic Financial..., Fixed Annuities, Investment Advisory, Securities, Financial Advisory, FINRA, Securities Regulation, Series 7, Broker-Dealer, AML, Investments
Education
Stetson University College of Law 2001 — 2003
Doctor of Law (J.D.), Law
Notre Dame of Maryland University 1990 — 1993
B.A., Psychology, Minor Business
Avi Mirman's GunnAllen Financial Experience February 2005 - October 2006
Job Chief Executive Officer at Lilis Energy Inc (NASDAQ: LLEX)
Industry Oil & Energy
Experience
Lilis Energy Inc September 2013 - Present
T.R. Winston & Company April 2013 - September 2014
Cresta Capital Strategies, LLC October 2006 - October 2011
GunnAllen Financial February 2005 - October 2006
Maximum Ventures Inc. February 2000 - February 2005
Skills
Equity Offerings, PIPEs, Reverse Mergers, Secondary Offerings, Bridge Loans, Capital Raises, Securities Offerings, Public Companies, Equities, Capital, Mergers & Acquisitions, Capital Markets, Investment Banking, Private Placements, Venture Capital, Private Equity, Due Diligence, Financial Structuring, Corporate Development, IPO, Investments, Securities, Finance, Corporate Finance, Alternative Investments
Education
State University of New York College at Buffalo 1988 — 1993
Lilis Energy Inc September 2013 - Present
T.R. Winston & Company April 2013 - September 2014
Cresta Capital Strategies, LLC October 2006 - October 2011
GunnAllen Financial February 2005 - October 2006
Maximum Ventures Inc. February 2000 - February 2005
Skills
Equity Offerings, PIPEs, Reverse Mergers, Secondary Offerings, Bridge Loans, Capital Raises, Securities Offerings, Public Companies, Equities, Capital, Mergers & Acquisitions, Capital Markets, Investment Banking, Private Placements, Venture Capital, Private Equity, Due Diligence, Financial Structuring, Corporate Development, IPO, Investments, Securities, Finance, Corporate Finance, Alternative Investments
Education
State University of New York College at Buffalo 1988 — 1993
Lee J. Dunn, CFA's GunnAllen Financial Experience July 2004 - August 2005
Job Structured Products Developer at Bloomberg LP
Industry Capital Markets
Experience
Bloomberg LP March 2015 - Present
Bloomberg LP May 2013 - March 2015
Bloomberg LP April 2010 - April 2013
Standard & Poor's - Fixed Income Risk Management Solutions November 2007 - January 2010
Stuart Investments January 2006 - June 2007
GunnAllen Financial July 2004 - August 2005
Education
Illinois Institute of Technology 2006 — 2007
Masters in Financial Markets, Financial Engineering and Programming
Florida International University - College of Business 2000 — 2004
Bachelor's in Business Administration, Finance and International Business
Bloomberg LP March 2015 - Present
Bloomberg LP May 2013 - March 2015
Bloomberg LP April 2010 - April 2013
Standard & Poor's - Fixed Income Risk Management Solutions November 2007 - January 2010
Stuart Investments January 2006 - June 2007
GunnAllen Financial July 2004 - August 2005
Education
Illinois Institute of Technology 2006 — 2007
Masters in Financial Markets, Financial Engineering and Programming
Florida International University - College of Business 2000 — 2004
Bachelor's in Business Administration, Finance and International Business
Dinesh Bhoomi's GunnAllen Financial Experience June 2006 - September 2008
Job Business Objects Adminstrator at TGH
Industry Hospital & Health Care
Experience
Tampa General Hospital 2011 - Present
PSCU Financial Services 2008 - June 2011
GunnAllen Financial June 2006 - September 2008
Pointblank solutions 2008 - 2008
Aegon 2003 - 2005
GSA 1998 - 2000
Skills
Requirements Analysis, SSIS, Analysis, Business Analysis, Business Intelligence, Business Objects, Crystal Reports, Data Analysis, Data Modeling, Database Design, ETL, Microsoft SQL Server, Oracle, Data Warehousing, Databases, PL/SQL, Project Management, T-SQL, Vendor Management, Visio
Education
Osmania University 1987 — 1991
Engg, Mechanical
Tampa General Hospital 2011 - Present
PSCU Financial Services 2008 - June 2011
GunnAllen Financial June 2006 - September 2008
Pointblank solutions 2008 - 2008
Aegon 2003 - 2005
GSA 1998 - 2000
Skills
Requirements Analysis, SSIS, Analysis, Business Analysis, Business Intelligence, Business Objects, Crystal Reports, Data Analysis, Data Modeling, Database Design, ETL, Microsoft SQL Server, Oracle, Data Warehousing, Databases, PL/SQL, Project Management, T-SQL, Vendor Management, Visio
Education
Osmania University 1987 — 1991
Engg, Mechanical
Donna Dugan's GunnAllen Financial Experience June 2008 - June 2010
Job Innocent Bystander at Green Acres
Industry Farming
Experience
Green Acres September 2010 - Present
Dugan Construction, Inc. August 2000 - December 2010
GunnAllen Financial June 2008 - June 2010
Education
Oregon State University 1980 — 1982
Bachelor of Science (BS), Business Management - Finance
Green Acres September 2010 - Present
Dugan Construction, Inc. August 2000 - December 2010
GunnAllen Financial June 2008 - June 2010
Education
Oregon State University 1980 — 1982
Bachelor of Science (BS), Business Management - Finance
Anthony Muratore's GunnAllen Financial Experience February 2003 - August 2007
Job Owner, Consumer One Corporation
Industry Financial Services
Experience
Consumer One Corporation September 2002 - Present
The Helping House Foundation January 1998 - December 2009
GunnAllen Financial February 2003 - August 2007
Glenn Michael Financial 1997 - 2003
sterling foster 1994 - 1997
Skills
Securities, Equities, Series 7, Investments, Mutual Funds, Mortgage Lending, Venture Capital, Alternative Investments, Investment Advisory, Hedge Funds, Private Equity, Investment Banking, Due Diligence, Asset Management, Capital Markets, Funding, Strategy
Education
State University of New York College at Oneonta 1989 — 1991
Bachelor of Science (B.S.), Business Economics
Consumer One Corporation September 2002 - Present
The Helping House Foundation January 1998 - December 2009
GunnAllen Financial February 2003 - August 2007
Glenn Michael Financial 1997 - 2003
sterling foster 1994 - 1997
Skills
Securities, Equities, Series 7, Investments, Mutual Funds, Mortgage Lending, Venture Capital, Alternative Investments, Investment Advisory, Hedge Funds, Private Equity, Investment Banking, Due Diligence, Asset Management, Capital Markets, Funding, Strategy
Education
State University of New York College at Oneonta 1989 — 1991
Bachelor of Science (B.S.), Business Economics
Sam A. Shrem's GunnAllen Financial Experience June 2008 - October 2008
Job Buyer
Industry Retail
Experience
Five & Under March 2015 - Present
CoSaMo October 2012 - December 2014
Morgan Stanley Smith Barney July 2009 - September 2009
GunnAllen Financial June 2008 - October 2008
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Sales, Customer Service, Microsoft Office, Research, Social Media, Inventory Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2011
Bachelors of Arts and Sciences, Communication and Media Studies
Five & Under March 2015 - Present
CoSaMo October 2012 - December 2014
Morgan Stanley Smith Barney July 2009 - September 2009
GunnAllen Financial June 2008 - October 2008
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Sales, Customer Service, Microsoft Office, Research, Social Media, Inventory Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2011
Bachelors of Arts and Sciences, Communication and Media Studies
Brooks Killmeyer's GunnAllen Financial Experience August 2005 - December 2006
Job Broker at TradeStation Securities
Industry Financial Services
Experience
TradeStation Securities January 2007 - Present
GunnAllen Financial August 2005 - December 2006
Skills
FINRA, Options, Equities, Trading Systems, Series 7, Securities, Series 63, Equity Trading, Trading, Electronic Trading, Financial Markets
Education
Florida State University 2000 — 2004
West Virginia Wesleyan College 1999 — 2000
TradeStation Securities January 2007 - Present
GunnAllen Financial August 2005 - December 2006
Skills
FINRA, Options, Equities, Trading Systems, Series 7, Securities, Series 63, Equity Trading, Trading, Electronic Trading, Financial Markets
Education
Florida State University 2000 — 2004
West Virginia Wesleyan College 1999 — 2000
Baaba (Aba) Forson's GunnAllen Financial Experience 2004 - 2004
Job Product Control
Industry Investment Banking
Experience
Credit Suisse September 2006 - Present
Credit Suisse April 2005 - August 2006
GunnAllen Financial 2004 - 2004
Oppenheimer & Co. 2004 - 2004
Education
Pace University - Lubin School of Business 2003 — 2004
MBA, Financial Management
Credit Suisse September 2006 - Present
Credit Suisse April 2005 - August 2006
GunnAllen Financial 2004 - 2004
Oppenheimer & Co. 2004 - 2004
Education
Pace University - Lubin School of Business 2003 — 2004
MBA, Financial Management
Paul Hui's GunnAllen Financial Experience February 2002 - March 2010
Job VicePresident Investments at Aegis Capital Corp
Industry Financial Services
Experience
Aegis Capital Corp March 2010 - Present
P.P.G. Trading Inc. DBA Aegis Capital Corp October 2002 - Present
GunnAllen Financial February 2002 - March 2010
SCHNEIDER SECURITIES, INC. June 1998 - September 2002
Education
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA, Finance
Aegis Capital Corp March 2010 - Present
P.P.G. Trading Inc. DBA Aegis Capital Corp October 2002 - Present
GunnAllen Financial February 2002 - March 2010
SCHNEIDER SECURITIES, INC. June 1998 - September 2002
Education
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA, Finance
Frank Barone's GunnAllen Financial Experience September 2008 - November 2009
Job VP, Planning & Analysis, Citi
Industry Financial Services
Experience
Citi May 2014 - Present
ByDesign Technologies April 2013 - May 2014
ByDesign Technologies June 2010 - April 2013
ByDesign Technologies August 2009 - June 2010
GunnAllen Financial September 2008 - November 2009
AXA Advisors June 2003 - September 2008
Citi July 2001 - May 2003
Citi July 1998 - July 2001
Salomon Brothers July 1994 - June 1998
Skills
Account Management, Business Analysis, CRM, Customer Service, Direct Sales, Sales, Process Improvement, Project Management, New Business Development, Solution Selling, Business Intelligence, Software Project..., Change Management, Vendor Management, Requirements Analysis, Integration, Strategy, Team Leadership, Management
Education
University of South Florida 1990 — 1993
Bachelor of Applied Science (BASc), Marketing
Pace University - Lubin School of Business 1987 — 1990
Accounting and Finance
Xaverian High School 1982 — 1986
Good Shepherd
Citi May 2014 - Present
ByDesign Technologies April 2013 - May 2014
ByDesign Technologies June 2010 - April 2013
ByDesign Technologies August 2009 - June 2010
GunnAllen Financial September 2008 - November 2009
AXA Advisors June 2003 - September 2008
Citi July 2001 - May 2003
Citi July 1998 - July 2001
Salomon Brothers July 1994 - June 1998
Skills
Account Management, Business Analysis, CRM, Customer Service, Direct Sales, Sales, Process Improvement, Project Management, New Business Development, Solution Selling, Business Intelligence, Software Project..., Change Management, Vendor Management, Requirements Analysis, Integration, Strategy, Team Leadership, Management
Education
University of South Florida 1990 — 1993
Bachelor of Applied Science (BASc), Marketing
Pace University - Lubin School of Business 1987 — 1990
Accounting and Finance
Xaverian High School 1982 — 1986
Good Shepherd
Marcus Mongiello's GunnAllen Financial Experience June 2008 - Present
Job Financial Advisor at GunnAllen Financial
Industry Investment Management
Experience
GunnAllen Financial June 2008 - Present
Ameriprise Financial 2007 - 2008
Education
LIU Post 2002 — 2006
Managment
LIU Post 2002 — 2006
GunnAllen Financial June 2008 - Present
Ameriprise Financial 2007 - 2008
Education
LIU Post 2002 — 2006
Managment
LIU Post 2002 — 2006
john s vigliotti's GunnAllen Financial Experience July 2005 - Present
Job senior vice president at GunnAllen Financial
Industry Financial Services
Experience
GunnAllen Financial July 2005 - Present
Education
Monmouth University 1972 — 1976
b.s. finance, finance
GunnAllen Financial July 2005 - Present
Education
Monmouth University 1972 — 1976
b.s. finance, finance
Matt Sherbondy's GunnAllen Financial Experience March 2003 - December 2009
Job N/A
Industry Financial Services
Experience
BB&T Investment Services July 2014 - August 2015
National Securities Corporation / National Asset Management December 2009 - July 2014
Elite Wealth Management November 2006 - July 2014
GunnAllen Financial March 2003 - December 2009
First Montauk Securities Corporation February 2000 - March 2003
Pruco Securities Corporation December 1999 - February 2000
First Colonial Securites Corporation October 1997 - December 1999
Ursuline Services August 1994 - October 1997
Skills
Retirement Planning, Investments, Insurance, Securities, Equities, Wealth, Health Insurance, Strategic Financial..., Series 7, Financial Advisory, Mutual Funds, Investment Advisory, Portfolio Management, Life Insurance, Fixed Annuities, Retirement, Series 63, Asset Management, Asset Allocation, Financial Services, Alternative Investments, 401k, Term Life Insurance, Investment Strategies, Investment Banking, Fixed Income, Financial Analysis, Wealth Management, Risk Management, Estate Planning, Private Equity, Hedge Funds, Bonds, Finance, FINRA
Education
Slippery Rock University of Pennsylvania 1990 — 1994
B.S, Health Services Administration
BB&T Investment Services July 2014 - August 2015
National Securities Corporation / National Asset Management December 2009 - July 2014
Elite Wealth Management November 2006 - July 2014
GunnAllen Financial March 2003 - December 2009
First Montauk Securities Corporation February 2000 - March 2003
Pruco Securities Corporation December 1999 - February 2000
First Colonial Securites Corporation October 1997 - December 1999
Ursuline Services August 1994 - October 1997
Skills
Retirement Planning, Investments, Insurance, Securities, Equities, Wealth, Health Insurance, Strategic Financial..., Series 7, Financial Advisory, Mutual Funds, Investment Advisory, Portfolio Management, Life Insurance, Fixed Annuities, Retirement, Series 63, Asset Management, Asset Allocation, Financial Services, Alternative Investments, 401k, Term Life Insurance, Investment Strategies, Investment Banking, Fixed Income, Financial Analysis, Wealth Management, Risk Management, Estate Planning, Private Equity, Hedge Funds, Bonds, Finance, FINRA
Education
Slippery Rock University of Pennsylvania 1990 — 1994
B.S, Health Services Administration
Jennifer Chau's GunnAllen Financial Experience June 2009 - August 2009
Job
Industry Retail
Experience
bluemercury March 2015 - Present
Cambridge Associates June 2010 - March 2015
GunnAllen Financial June 2009 - August 2009
URS Corporation May 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2007 — 2010
B.S., Finance
bluemercury March 2015 - Present
Cambridge Associates June 2010 - March 2015
GunnAllen Financial June 2009 - August 2009
URS Corporation May 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2007 — 2010
B.S., Finance
Justin Colatosti's GunnAllen Financial Experience 2007 - 2009
Job Sr. Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2014 - Present
Dawson James Securities 2010 - 2013
GunnAllen Financial 2007 - 2009
Skills
Equities, Bloomberg, Valuation, Capital Markets, Equity Research, Hedge Funds, Investments, Financial Modeling, Financial Markets, Portfolio Management, Asset Management, Fundamental Analysis, Finance, Mutual Funds
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Economics
Franklin Templeton Investments January 2014 - Present
Dawson James Securities 2010 - 2013
GunnAllen Financial 2007 - 2009
Skills
Equities, Bloomberg, Valuation, Capital Markets, Equity Research, Hedge Funds, Investments, Financial Modeling, Financial Markets, Portfolio Management, Asset Management, Fundamental Analysis, Finance, Mutual Funds
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Economics
Laura McCloskey's GunnAllen Financial Experience
Job Manager at GunnAllen Financial
Industry Financial Services
Experience
GunnAllen Financial
Skills
Customer Service, Team Management, Asset Management, Business Analysis, Equities, Financial Analysis, Financial Services, Investment Banking, Investments, Mutual Funds, Portfolio Management, Securities, Strategic Planning, Strategic Financial..., Employee Benefits, Team Leadership, Microsoft Excel, Microsoft Office, Sales, Leadership, Project Management
Education
Manhattanville College 1982 — 1986
Bachelor of Arts (B.A.), Economics
GunnAllen Financial
Skills
Customer Service, Team Management, Asset Management, Business Analysis, Equities, Financial Analysis, Financial Services, Investment Banking, Investments, Mutual Funds, Portfolio Management, Securities, Strategic Planning, Strategic Financial..., Employee Benefits, Team Leadership, Microsoft Excel, Microsoft Office, Sales, Leadership, Project Management
Education
Manhattanville College 1982 — 1986
Bachelor of Arts (B.A.), Economics
Darryl Siemer's GunnAllen Financial Experience Sr Vp of InvestmentsTD Ameritrade2000 - 2007
Job Sr Vice President of Investments at GunnAllen Financial
Industry Financial Services
Experience
GunnAllen Financial Sr Vp of InvestmentsTD Ameritrade2000 - 2007
TD Ameritrade 2000 - 2007
Education
University of Tampa - John H. Sykes College of Business 1988 — 2005
Rollins College 1988 — 2002
GunnAllen Financial Sr Vp of InvestmentsTD Ameritrade2000 - 2007
TD Ameritrade 2000 - 2007
Education
University of Tampa - John H. Sykes College of Business 1988 — 2005
Rollins College 1988 — 2002
Derrick Schuler, CFP®'s GunnAllen Financial Experience May 2003 - June 2006
Job Associate National Bank Examiner
Industry Financial Services
Experience
Office of the Comptroller of the Currency June 2013 - Present
USAA March 2011 - May 2013
JP Morgan Chase April 2008 - March 2011
Countrywide Home Loans June 2006 - January 2008
GunnAllen Financial May 2003 - June 2006
Prudential Securities February 2001 - May 2003
Skills
CERTIFIED FINANCIAL..., Series 7, Series 65, Series 66, Life Insurance, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Asset Allocation, Series 63, Loans
Education
Florida Atlantic University 1997 — 2001
B.S., Finance
Office of the Comptroller of the Currency June 2013 - Present
USAA March 2011 - May 2013
JP Morgan Chase April 2008 - March 2011
Countrywide Home Loans June 2006 - January 2008
GunnAllen Financial May 2003 - June 2006
Prudential Securities February 2001 - May 2003
Skills
CERTIFIED FINANCIAL..., Series 7, Series 65, Series 66, Life Insurance, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Asset Allocation, Series 63, Loans
Education
Florida Atlantic University 1997 — 2001
B.S., Finance
Joshua Waks's GunnAllen Financial Experience 1998 - 2001
Job Registered Vascular Technologist at Presbyterian Healthcare Services
Industry Hospital & Health Care
Experience
Presbyterian Healthcare Services June 2013 - Present
University of Maryland Medical Center February 2013 - April 2013
Westchester Square Medical Center - Navix Diagnostix Lab - April 2012 - August 2012
Montefiore Medical Center November 2011 - March 2012
Citigroup October 2006 - October 2009
Ryan Beck & Co. July 2003 - March 2005
Washington Mutual Bank April 2002 - July 2003
GunnAllen Financial 1998 - 2001
Education
Long Island University, Brooklyn Campus 2011 — 2012
Vascular Technology
Kingsborough Community College 2008 — 2011
Associates in Business Admin., Business Administration
Molloy College 2002 — 2003
Continuing Education, Business Management / Marketing
Presbyterian Healthcare Services June 2013 - Present
University of Maryland Medical Center February 2013 - April 2013
Westchester Square Medical Center - Navix Diagnostix Lab - April 2012 - August 2012
Montefiore Medical Center November 2011 - March 2012
Citigroup October 2006 - October 2009
Ryan Beck & Co. July 2003 - March 2005
Washington Mutual Bank April 2002 - July 2003
GunnAllen Financial 1998 - 2001
Education
Long Island University, Brooklyn Campus 2011 — 2012
Vascular Technology
Kingsborough Community College 2008 — 2011
Associates in Business Admin., Business Administration
Molloy College 2002 — 2003
Continuing Education, Business Management / Marketing
Jenna Kim's GunnAllen Financial Experience May 2009 - August 2009
Job Portfolio Associate at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management January 2013 - Present
Brighton House Associates July 2011 - December 2012
Parker Point Capital, LLC July 2010 - July 2011
Parker Point Capital, LLC March 2010 - August 2010
GunnAllen Financial May 2009 - August 2009
Applied Personnel Research September 2008 - May 2009
Courter, Kobert, and Cohen, P.C. May 2005 - August 2007
Skills
Alternative Investments, Investments, Investor Relations, Hedge Funds
Education
Brandeis University 2006 — 2010
PanAgora Asset Management January 2013 - Present
Brighton House Associates July 2011 - December 2012
Parker Point Capital, LLC July 2010 - July 2011
Parker Point Capital, LLC March 2010 - August 2010
GunnAllen Financial May 2009 - August 2009
Applied Personnel Research September 2008 - May 2009
Courter, Kobert, and Cohen, P.C. May 2005 - August 2007
Skills
Alternative Investments, Investments, Investor Relations, Hedge Funds
Education
Brandeis University 2006 — 2010
Leslie Verzeni's GunnAllen Financial Experience May 2005 - February 2009
Job Administrative/Sales Assistant Professional
Industry Executive Office
Experience
GunnAllen Financial May 2005 - February 2009
Education
Suffolk County Community College 2002 — 2005
Associates, Liberal Arts
GunnAllen Financial May 2005 - February 2009
Education
Suffolk County Community College 2002 — 2005
Associates, Liberal Arts
Cherie Monarch's GunnAllen Financial Experience 2005 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Citigroup 2009 - Present
GunnAllen Financial 2005 - 2009
GunnAllen Financial 2005 - 2009
Skills
Business Analysis, Equities, Finance, Financial Analysis, Process Improvement, Securities, Series 7
Education
University of South Florida 2008 — 2009
B.S. Finance, Minor Economics
University of South Florida - College of Business Administration 1996 — 1998
B.S. General Business
University of Florida 1993 — 1996
Transferred, Undergratuate Studies
Citigroup 2009 - Present
GunnAllen Financial 2005 - 2009
GunnAllen Financial 2005 - 2009
Skills
Business Analysis, Equities, Finance, Financial Analysis, Process Improvement, Securities, Series 7
Education
University of South Florida 2008 — 2009
B.S. Finance, Minor Economics
University of South Florida - College of Business Administration 1996 — 1998
B.S. General Business
University of Florida 1993 — 1996
Transferred, Undergratuate Studies
Shazim Khan's GunnAllen Financial Experience January 2007 - August 2007
Job Customer Support Key Accounts at TopCo
Industry Oil & Energy
Experience
Top-Co December 2014 - Present
Top-Co August 2014 - December 2014
Top-Co October 2013 - August 2014
Paintearth Energy Services October 2008 - December 2008
GunnAllen Financial January 2007 - August 2007
Skills
Onshore, Engineering, Oilfield, Upstream, Gas, Offshore Drilling, Petroleum Engineering, Completion
Education
Florida Atlantic University 2004 — 2006
B.S.c, Economics & Finance
Top-Co December 2014 - Present
Top-Co August 2014 - December 2014
Top-Co October 2013 - August 2014
Paintearth Energy Services October 2008 - December 2008
GunnAllen Financial January 2007 - August 2007
Skills
Onshore, Engineering, Oilfield, Upstream, Gas, Offshore Drilling, Petroleum Engineering, Completion
Education
Florida Atlantic University 2004 — 2006
B.S.c, Economics & Finance
Brian R. Roth's GunnAllen Financial Experience September 2005 - April 2009
Job President/CEO Eagle Rock Capital Partners, INC.
Industry Investment Banking
Experience
Eagle Rock Capital Partners, INC. June 2013 - Present
John Thomas Financial September 2009 - June 2013
GunnAllen Financial September 2005 - April 2009
Morgan Stanley February 2004 - March 2005
Sands Brothers & Co April 2003 - December 2003
Skills
IPO, Wealth Management, Investment Banking, Syndicate, Small Cap Securities, Alternative Investments, Securities, Capital Raising, Hedge Funds, Family Office, Trading, Private Equity
Education
Curry College 1998 — 2002
BS, Business
Monmouth University 1996 — 1998
Business
Eagle Rock Capital Partners, INC. June 2013 - Present
John Thomas Financial September 2009 - June 2013
GunnAllen Financial September 2005 - April 2009
Morgan Stanley February 2004 - March 2005
Sands Brothers & Co April 2003 - December 2003
Skills
IPO, Wealth Management, Investment Banking, Syndicate, Small Cap Securities, Alternative Investments, Securities, Capital Raising, Hedge Funds, Family Office, Trading, Private Equity
Education
Curry College 1998 — 2002
BS, Business
Monmouth University 1996 — 1998
Business
Jim DiCesaro, CFA's GunnAllen Financial Experience February 1999 - October 2009
Job Vice President at Skyway Capital Partners
Industry Investment Banking
Experience
Skyway Capital Partners May 2014 - Present
HarborLight Capital November 2009 - March 2014
GunnAllen Financial February 1999 - October 2009
Raymond James & Associates, Inc September 1997 - February 1999
Skills
Business Strategy, Asset Management, Alternative Investments, Capital Markets, Corporate Finance, Due Diligence, Equities, Financial Analysis, Equity Research, FINRA, Financial Advisory, Financial Modeling, Investment Advisory, Investment Banking, Investments, Management, Mergers, Portfolio Management, Private Placements, Securities, Series 63, Series 7, Private Equity, Strategic Financial..., Valuation, Venture Capital
Education
University of Florida
Skyway Capital Partners May 2014 - Present
HarborLight Capital November 2009 - March 2014
GunnAllen Financial February 1999 - October 2009
Raymond James & Associates, Inc September 1997 - February 1999
Skills
Business Strategy, Asset Management, Alternative Investments, Capital Markets, Corporate Finance, Due Diligence, Equities, Financial Analysis, Equity Research, FINRA, Financial Advisory, Financial Modeling, Investment Advisory, Investment Banking, Investments, Management, Mergers, Portfolio Management, Private Placements, Securities, Series 63, Series 7, Private Equity, Strategic Financial..., Valuation, Venture Capital
Education
University of Florida
Chenzo Ramsini's GunnAllen Financial Experience March 1996 - Present
Job Financial Advisor
Industry Financial Services
Experience
GunnAllen Financial March 1996 - Present
Fidelity Investments February 1990 - March 1996
Education
Texas A&M University
GunnAllen Financial March 1996 - Present
Fidelity Investments February 1990 - March 1996
Education
Texas A&M University
Sean Dimalanta's GunnAllen Financial Experience May 2006 - August 2007
Job Ubiquity Retirement + Savings
Industry Financial Services
Experience
Ubiquity Retirement + Savings September 2010 - Present
Merrill Lynch 2009 - 2010
Promark Financial December 2007 - July 2008
GunnAllen Financial May 2006 - August 2007
Skills
Mutual Funds, Retirement Planning, Wealth Management, 401k, Retirement
Education
University of Florida 2001 — 2005
B.A., Economics
Ubiquity Retirement + Savings September 2010 - Present
Merrill Lynch 2009 - 2010
Promark Financial December 2007 - July 2008
GunnAllen Financial May 2006 - August 2007
Skills
Mutual Funds, Retirement Planning, Wealth Management, 401k, Retirement
Education
University of Florida 2001 — 2005
B.A., Economics
Julie Segedin's GunnAllen Financial Experience 2006 - 2009
Job VP of Human Resources and Recruiting at CBG Financial Group
Industry Financial Services
Experience
CBG Financial Group September 2009 - Present
GunnAllen Financial 2006 - 2009
Permit Expediting Services, Inc. 1999 - 2006
Education
Bloomsburg University of Pennsylvania 2002 — 2006
BS, Marketing
CBG Financial Group September 2009 - Present
GunnAllen Financial 2006 - 2009
Permit Expediting Services, Inc. 1999 - 2006
Education
Bloomsburg University of Pennsylvania 2002 — 2006
BS, Marketing
Dan Saccavino's GunnAllen Financial Experience January 2005 - September 2007
Job IT Manager at Avesta Homes
Industry Information Technology and Services
Experience
Avesta Communities December 2014 - Present
Leaders in Call Center & Helpdesk Management in the Tampa/St. Petersburg, Florida Area 2014 - Present
Amscot Financial May 2013 - August 2014
IVANS, Inc August 2010 - February 2013
Catalina Marketing November 2007 - July 2010
GunnAllen Financial January 2005 - September 2007
Pfizer October 1995 - January 2005
JP Morgan Chase 1993 - 1995
Dean Witter 1991 - 1993
Skills
Process Improvement, Leadership, Call Centers, Management, Troubleshooting, Team Management, Service Delivery, ITIL, Business Analysis, Team Leadership, Project Management, Networking, Performance Management, Product Management, Recruiting, Software Documentation, Operations Management, IT Operations, Technical Support, Vendor Management, Customer Satisfaction, IT Management, Customer Service, Help Desk Support, SharePoint, Telecommunications, Cross-functional Team..., Active Directory, Outsourcing, Motivation, Consulting, Integration, Disaster Recovery, Sales, Information Technology, Training, IT Strategy, Customer-focused Service, Team Building, Cross-team Collaboration, Feedback Management, Data Analysis, Helping Clients
Education
Iona College 1985 — 1987
BS, Computer Science
Avesta Communities December 2014 - Present
Leaders in Call Center & Helpdesk Management in the Tampa/St. Petersburg, Florida Area 2014 - Present
Amscot Financial May 2013 - August 2014
IVANS, Inc August 2010 - February 2013
Catalina Marketing November 2007 - July 2010
GunnAllen Financial January 2005 - September 2007
Pfizer October 1995 - January 2005
JP Morgan Chase 1993 - 1995
Dean Witter 1991 - 1993
Skills
Process Improvement, Leadership, Call Centers, Management, Troubleshooting, Team Management, Service Delivery, ITIL, Business Analysis, Team Leadership, Project Management, Networking, Performance Management, Product Management, Recruiting, Software Documentation, Operations Management, IT Operations, Technical Support, Vendor Management, Customer Satisfaction, IT Management, Customer Service, Help Desk Support, SharePoint, Telecommunications, Cross-functional Team..., Active Directory, Outsourcing, Motivation, Consulting, Integration, Disaster Recovery, Sales, Information Technology, Training, IT Strategy, Customer-focused Service, Team Building, Cross-team Collaboration, Feedback Management, Data Analysis, Helping Clients
Education
Iona College 1985 — 1987
BS, Computer Science
Julio R. Izquierdo's GunnAllen Financial Experience July 2002 - February 2005
Job Integral Wealth Strategies
Industry Financial Services
Experience
Integral Wealth Strategies June 2015 - Present
TD Ameritrade June 2013 - February 2015
HSBC December 2007 - June 2013
JPMorgan Chase February 2005 - December 2007
GunnAllen Financial July 2002 - February 2005
Skills
Wealth Management, Banking, Portfolio Management, Credit, Mortgage Lending, Retail Banking, Investments, Commercial Banking, Loans, Credit Risk, Strategic Financial..., Credit Analysis, Relationship Management, Retirement Planning, Private Banking, Residential Mortgages, Financial Planning
Education
City University of New York City College
School name:
Integral Wealth Strategies June 2015 - Present
TD Ameritrade June 2013 - February 2015
HSBC December 2007 - June 2013
JPMorgan Chase February 2005 - December 2007
GunnAllen Financial July 2002 - February 2005
Skills
Wealth Management, Banking, Portfolio Management, Credit, Mortgage Lending, Retail Banking, Investments, Commercial Banking, Loans, Credit Risk, Strategic Financial..., Credit Analysis, Relationship Management, Retirement Planning, Private Banking, Residential Mortgages, Financial Planning
Education
City University of New York City College
School name:
Linda Staskiel's GunnAllen Financial Experience 2004 - 2006
Job IFCO Systems
Industry Construction
Experience
IFCO Systems August 2012 - June 2013
Masonite June 2011 - July 2012
Wellcare 2011 - 2011
DSE, Inc. March 2007 - July 2010
The Revere Group 2004 - 2006
GunnAllen Financial 2004 - 2006
Aidman, Piser & Company 1998 - 2003
Zellerbach Associates 1988 - 1998
Skills
Outlook, Office Management, Microsoft Office, PowerPoint, Accounts Payable, Employee Relations, Accounts Receivable, Visio, Process Scheduler, Human Resources, Microsoft Excel, Customer Service, Team Building, Budgets
Education
Rider University
A.A., Secretarial Science, Minor: Business Administration
IFCO Systems August 2012 - June 2013
Masonite June 2011 - July 2012
Wellcare 2011 - 2011
DSE, Inc. March 2007 - July 2010
The Revere Group 2004 - 2006
GunnAllen Financial 2004 - 2006
Aidman, Piser & Company 1998 - 2003
Zellerbach Associates 1988 - 1998
Skills
Outlook, Office Management, Microsoft Office, PowerPoint, Accounts Payable, Employee Relations, Accounts Receivable, Visio, Process Scheduler, Human Resources, Microsoft Excel, Customer Service, Team Building, Budgets
Education
Rider University
A.A., Secretarial Science, Minor: Business Administration
Chris Sun's GunnAllen Financial Experience September 2008 - December 2008
Job Associate at American Securities
Industry Investment Management
Experience
American Securities August 2015 - Present
J.P. Morgan July 2013 - July 2015
J.P. Morgan June 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Credit Suisse June 2009 - August 2009
GunnAllen Financial September 2008 - December 2008
DaCheng Law Offices May 2008 - August 2008
Columbia University Medical Center June 2006 - May 2007
Skills
Stata, Economics, Equities, Mandarin, Investment Banking, Leveraged Finance, Investments, Financial Analysis, Financial Modeling, Research, Private Equity, Corporate Finance, Emerging Markets, Hedge Funds, Bloomberg, Capital IQ, Portfolio Management, Capital Markets, Quantitative Analytics, Fixed Income, Equity Research, Bloomberg Terminal, Equity Valuation, Chinese, Strategy, Data Analysis, Venture Capital, LBO, Valuation, Econometrics, Business Valuation
Education
Columbia University in the City of New York 2007 — 2011
B.A, Economics-Philosophy, East Asian Languages and Cultures
Tsinghua University 2009 — 2010
B.A, School of Economic Management
Bergen Academies 2003 — 2007
American Securities August 2015 - Present
J.P. Morgan July 2013 - July 2015
J.P. Morgan June 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Credit Suisse June 2009 - August 2009
GunnAllen Financial September 2008 - December 2008
DaCheng Law Offices May 2008 - August 2008
Columbia University Medical Center June 2006 - May 2007
Skills
Stata, Economics, Equities, Mandarin, Investment Banking, Leveraged Finance, Investments, Financial Analysis, Financial Modeling, Research, Private Equity, Corporate Finance, Emerging Markets, Hedge Funds, Bloomberg, Capital IQ, Portfolio Management, Capital Markets, Quantitative Analytics, Fixed Income, Equity Research, Bloomberg Terminal, Equity Valuation, Chinese, Strategy, Data Analysis, Venture Capital, LBO, Valuation, Econometrics, Business Valuation
Education
Columbia University in the City of New York 2007 — 2011
B.A, Economics-Philosophy, East Asian Languages and Cultures
Tsinghua University 2009 — 2010
B.A, School of Economic Management
Bergen Academies 2003 — 2007
Robert Dowling's GunnAllen Financial Experience March 2005 - December 2008
Job Wealth Manager at Modera Wealth Management
Industry Financial Services
Experience
Modera Wealth Management January 2009 - Present
GunnAllen Financial March 2005 - December 2008
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Wealth, Financial Advisory, Management, Finance, Asset Allocation, Alternative Investments, Retirement Planning, Mutual Funds, Asset Management, Investment Strategies, Investments, Estate Planning, Investment Management, Wealth Management..., Retirement
Education
New York University 2005 — 2006
Certificate of Financial Planning
Cannes-Université 1995 — 1996
SUNY 1989 — 1993
Modera Wealth Management January 2009 - Present
GunnAllen Financial March 2005 - December 2008
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Wealth, Financial Advisory, Management, Finance, Asset Allocation, Alternative Investments, Retirement Planning, Mutual Funds, Asset Management, Investment Strategies, Investments, Estate Planning, Investment Management, Wealth Management..., Retirement
Education
New York University 2005 — 2006
Certificate of Financial Planning
Cannes-Université 1995 — 1996
SUNY 1989 — 1993
Curtis McCarthy's GunnAllen Financial Experience January 2006 - February 2008
Job Assistant Director Of Business Development at Brothers Supply Corporation
Industry Wholesale
Experience
Brothers Supply Corporation March 2009 - Present
GunnAllen Financial January 2006 - February 2008
Skills
Series 7, Series 63, Financial Services, Financial Analysis, Sales, Asset Allocation, Mutual Funds, Insurance, Trading, Investments, Alternative Investments, Securities, New Business Development, Process Improvement, Outlook, Salesforce.com
Education
Marist College
Brothers Supply Corporation March 2009 - Present
GunnAllen Financial January 2006 - February 2008
Skills
Series 7, Series 63, Financial Services, Financial Analysis, Sales, Asset Allocation, Mutual Funds, Insurance, Trading, Investments, Alternative Investments, Securities, New Business Development, Process Improvement, Outlook, Salesforce.com
Education
Marist College
John J Miles III's GunnAllen Financial Experience 2005 - 2006
Job Finance
Industry Financial Services
Experience
DTCC 2007 - 2011
GunnAllen Financial 2005 - 2006
H.G. Wellington & Co. 2000 - 2005
Miles & Co. 1970 - 2000
Education
Fairleigh Dickinson University
Bachelor of Science, Business Administration
DTCC 2007 - 2011
GunnAllen Financial 2005 - 2006
H.G. Wellington & Co. 2000 - 2005
Miles & Co. 1970 - 2000
Education
Fairleigh Dickinson University
Bachelor of Science, Business Administration
Raygine M. Francois's GunnAllen Financial Experience August 2005 - June 2010
Job CoFounder & Executive Director at Pennies for Haiti
Industry Nonprofit Organization Management
Experience
Pennies for Haiti January 2010 - Present
Sedgwick July 2011 - September 2013
GunnAllen Financial August 2005 - June 2010
Foley & Mansfield June 2004 - July 2005
Update Legal, Inc. August 2003 - April 2004
Skills
Project Management, Goal Oriented, Customer Service, Teamwork, Technical Support, Strategic Planning, Social Media, Nonprofits, System Administration, Fundraising, Management, Troubleshooting, Process Improvement, Telecommunications, Blackberry Enterprise..., Microsoft Office, Disaster Recovery, Software Documentation, Networking, Access, Databases, Program Management, Help Desk Support, Windows, Cisco Technologies, Blackberry
Education
Keller Graduate School of Management of DeVry University 2007 — 2010
Master's, Network and Telecommunication Management; Security and Wireless
Montclair State University 1999 — 2002
Bachelor, Management Information Systems
Santa Fe Community College 1996 — 1999
AS, Computer Information Systems Analysis
Pennies for Haiti January 2010 - Present
Sedgwick July 2011 - September 2013
GunnAllen Financial August 2005 - June 2010
Foley & Mansfield June 2004 - July 2005
Update Legal, Inc. August 2003 - April 2004
Skills
Project Management, Goal Oriented, Customer Service, Teamwork, Technical Support, Strategic Planning, Social Media, Nonprofits, System Administration, Fundraising, Management, Troubleshooting, Process Improvement, Telecommunications, Blackberry Enterprise..., Microsoft Office, Disaster Recovery, Software Documentation, Networking, Access, Databases, Program Management, Help Desk Support, Windows, Cisco Technologies, Blackberry
Education
Keller Graduate School of Management of DeVry University 2007 — 2010
Master's, Network and Telecommunication Management; Security and Wireless
Montclair State University 1999 — 2002
Bachelor, Management Information Systems
Santa Fe Community College 1996 — 1999
AS, Computer Information Systems Analysis
Fred Kraus's GunnAllen Financial Experience September 2004 - November 2010
Job Realtor with Hofacker & Associates, Inc. and Owner of Blue Heron Holdings & Consulting LLC
Industry Management Consulting
Experience
GunnAllen Financial September 2004 - November 2010
Allen & Company of Florida 1987 - 1997
Skills
Series 63, Securities, Series 7, Corporate Finance, Fixed Income, Private Equity, Equities, FINRA, Financial Analysis, Investment Banking, Mutual Funds, Series 24, Mergers & Acquisitions, Wealth Management, Asset Management, Investments, Strategic Financial..., Hedge Funds, Asset Managment, Mergers, Risk Management, Retirement Planning, Strategic Planning, Portfolio Management, Due Diligence, Capital Markets, Investment Advisory, Financial Services, Brokerage, Venture Capital, Insurance, Asset Allocation, Investment Strategies, Options, Trading, 401k, Alternative Investments, Bonds, Financial Markets, Financial Advisory, Private Placements, Valuation, Finance, Equity Trading, Fixed Annuities, Financial Risk, Retirement, Financial Planning
Education
Florida State University - College of Business 1974 — 1976
Edison Community College 1972 — 1974
AA, Liberal Arts
Bishop Verot High School 1968 — 1972
GunnAllen Financial September 2004 - November 2010
Allen & Company of Florida 1987 - 1997
Skills
Series 63, Securities, Series 7, Corporate Finance, Fixed Income, Private Equity, Equities, FINRA, Financial Analysis, Investment Banking, Mutual Funds, Series 24, Mergers & Acquisitions, Wealth Management, Asset Management, Investments, Strategic Financial..., Hedge Funds, Asset Managment, Mergers, Risk Management, Retirement Planning, Strategic Planning, Portfolio Management, Due Diligence, Capital Markets, Investment Advisory, Financial Services, Brokerage, Venture Capital, Insurance, Asset Allocation, Investment Strategies, Options, Trading, 401k, Alternative Investments, Bonds, Financial Markets, Financial Advisory, Private Placements, Valuation, Finance, Equity Trading, Fixed Annuities, Financial Risk, Retirement, Financial Planning
Education
Florida State University - College of Business 1974 — 1976
Edison Community College 1972 — 1974
AA, Liberal Arts
Bishop Verot High School 1968 — 1972
David Soiferman's GunnAllen Financial Experience November 2001 - March 2010
Job financial advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2010 - Present
GunnAllen Financial November 2001 - March 2010
Education
University of Florida - Warrington College of Business Administration 1985 — 1989
bachelor of science, finance
Ameriprise Financial April 2010 - Present
GunnAllen Financial November 2001 - March 2010
Education
University of Florida - Warrington College of Business Administration 1985 — 1989
bachelor of science, finance
Casey Krenek's GunnAllen Financial Experience July 2005 - June 2006
Job Partner, Director of Sales at USA Mutual Insurance Agency, LLC
Industry Insurance
Experience
USA Mutual Insurance Agency, LLC March 2014 - Present
Signature Bank August 2011 - October 2014
JP Morgan Chase July 2007 - August 2011
Ameriprise Financial Services, Inc. June 2006 - April 2007
GunnAllen Financial July 2005 - June 2006
Skills
Banking, Commercial Banking, Investments, Series 63, Financial Services, Loans, Risk Management, Series 7, Portfolio Management, Private Banking, Consumer Lending, Small Business Lending, Commercial Lending, Strategic Financial..., Financial Analysis, Credit, Retail Banking, Lines Of Credit, Wealth Management, AML, Relationship Management, Securities, Financial Planners, Credit Analysis, Property & Casualty..., Insurance, Loan Origination, Insurance Planning, Retirement Planning, Mortgage Lending, Retirement, Mutual Funds, Equities, Commercial Insurance, Personal Insurance, Health Insurance, Life Insurance, Disability Insurance, Umbrella Insurance, Customer Service, Sales, Marketing, Financial Planning
Education
SUNY Empire State College
Associates, Business, Management & Economics
USA Mutual Insurance Agency, LLC March 2014 - Present
Signature Bank August 2011 - October 2014
JP Morgan Chase July 2007 - August 2011
Ameriprise Financial Services, Inc. June 2006 - April 2007
GunnAllen Financial July 2005 - June 2006
Skills
Banking, Commercial Banking, Investments, Series 63, Financial Services, Loans, Risk Management, Series 7, Portfolio Management, Private Banking, Consumer Lending, Small Business Lending, Commercial Lending, Strategic Financial..., Financial Analysis, Credit, Retail Banking, Lines Of Credit, Wealth Management, AML, Relationship Management, Securities, Financial Planners, Credit Analysis, Property & Casualty..., Insurance, Loan Origination, Insurance Planning, Retirement Planning, Mortgage Lending, Retirement, Mutual Funds, Equities, Commercial Insurance, Personal Insurance, Health Insurance, Life Insurance, Disability Insurance, Umbrella Insurance, Customer Service, Sales, Marketing, Financial Planning
Education
SUNY Empire State College
Associates, Business, Management & Economics
Jon Paul Cirelli's GunnAllen Financial Experience 2003 - 2010
Job Cofounder, Southeast Director at Fortitude Investment Group, LLC.
Industry Financial Services
Experience
Fortitude Investment Group, LLC. 2010 - Present
Gunnallen Financial 2003 - 2010
Skills
Investments, Wealth Management, Alternative Investments, Portfolio Management, Fixed Annuities, Retirement Planning, Retirement, Estate Planning, Insurance, IRAs, Variable Annuities, 1031 Exchanges, 401k Rollovers, 401k, Series 7, Fixed Income Products, Financial Planners, Series 63, Fixed Income, Asset Allocation, Life Insurance, Wealth, Universal Life, Investment Advisory, College Savings Plans, Whole Life, Wealth Accumulation, Roth IRA, Disability Insurance, Wealth Management..., Strategic Financial..., Term Life Insurance, Long Term Care Insurance, Long-term Care
Education
Nazareth College of Rochester
Bachelor of Science, Dual Major: Business Administration and Spanish; Minor in International Business
Fortitude Investment Group, LLC. 2010 - Present
Gunnallen Financial 2003 - 2010
Skills
Investments, Wealth Management, Alternative Investments, Portfolio Management, Fixed Annuities, Retirement Planning, Retirement, Estate Planning, Insurance, IRAs, Variable Annuities, 1031 Exchanges, 401k Rollovers, 401k, Series 7, Fixed Income Products, Financial Planners, Series 63, Fixed Income, Asset Allocation, Life Insurance, Wealth, Universal Life, Investment Advisory, College Savings Plans, Whole Life, Wealth Accumulation, Roth IRA, Disability Insurance, Wealth Management..., Strategic Financial..., Term Life Insurance, Long Term Care Insurance, Long-term Care
Education
Nazareth College of Rochester
Bachelor of Science, Dual Major: Business Administration and Spanish; Minor in International Business
Samantha Koch's GunnAllen Financial Experience May 2009 - July 2009
Job Operations, Broadridge Corporate Issuer Services at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions August 2013 - Present
BNY Mellon October 2011 - August 2013
UBS Wealth Management January 2011 - May 2011
Aegis Capital July 2009 - August 2009
GunnAllen Financial May 2009 - July 2009
Skills
Institutional Sales, Microsoft Office, Equities, Fixed Income, PowerPoint, Mutual Funds, Securities, Bonds, Asset Management, Financial Analysis, Microsoft Excel, Escrow, Corporate Trust, Capital Markets, Financial Services, Finance, Banking, Management, Risk Management, Investments
Education
Manhattan College 2008 — 2011
Bachelors, Finance
Queen Mary University of London 2009 — 2010
Bachelors, Finance
Broadridge Financial Solutions August 2013 - Present
BNY Mellon October 2011 - August 2013
UBS Wealth Management January 2011 - May 2011
Aegis Capital July 2009 - August 2009
GunnAllen Financial May 2009 - July 2009
Skills
Institutional Sales, Microsoft Office, Equities, Fixed Income, PowerPoint, Mutual Funds, Securities, Bonds, Asset Management, Financial Analysis, Microsoft Excel, Escrow, Corporate Trust, Capital Markets, Financial Services, Finance, Banking, Management, Risk Management, Investments
Education
Manhattan College 2008 — 2011
Bachelors, Finance
Queen Mary University of London 2009 — 2010
Bachelors, Finance
John P. Teevan Jr.'s GunnAllen Financial Experience July 2005 - March 2010
Job Executive Vice President of Investments & C.P.A. at SterlingNoble Wealth Management
Industry Financial Services
Experience
International Assets Advisory July 2010 - Present
SterlingNoble Wealth Management April 2010 - Present
GunnAllen Financial July 2005 - March 2010
Highlander Capital Group, Inc. January 1987 - June 2005
First Indemnity of America Insurance Company January 1985 - June 2002
Skills
Accounting, Series 63, Series 7, Financial Analysis, Strategic Financial..., FINRA, CPA, Series 24, Tax Preparation, Bonds, Tax, Investments, Wealth Management
Education
Saint Peter's University 1958 — 1962
Bachelor of Science, Accounting
International Assets Advisory July 2010 - Present
SterlingNoble Wealth Management April 2010 - Present
GunnAllen Financial July 2005 - March 2010
Highlander Capital Group, Inc. January 1987 - June 2005
First Indemnity of America Insurance Company January 1985 - June 2002
Skills
Accounting, Series 63, Series 7, Financial Analysis, Strategic Financial..., FINRA, CPA, Series 24, Tax Preparation, Bonds, Tax, Investments, Wealth Management
Education
Saint Peter's University 1958 — 1962
Bachelor of Science, Accounting
John Benson's GunnAllen Financial Experience January 2009 - May 2009
Job Attorney | Financial Services | Series 7
Industry Law Practice
Experience
John Benson, P.A. May 2013 - Present
The Florida Institute for Neurologic Rehabilitation October 2010 - January 2013
GunnAllen Financial January 2009 - May 2009
Moffitt Cancer Center June 2008 - May 2009
H4 Partners, Ltd. August 2008 - December 2008
Skills
Law Firms, Financials, Healthcare, Hospitals, Healthcare Management, Program Management, Program Development, Change Management, Project Management, Strategic Planning, Customer Service, Nonprofits, Microsoft Office, Team Building
Education
Stetson University College of Law 2006 — 2009
Doctor of Law (J.D.)
Stetson University 2006 — 2009
Master of Business Administration (MBA)
University of Central Florida 2002 — 2006
Bachelor's degree, International Law and Legal Studies
John Benson, P.A. May 2013 - Present
The Florida Institute for Neurologic Rehabilitation October 2010 - January 2013
GunnAllen Financial January 2009 - May 2009
Moffitt Cancer Center June 2008 - May 2009
H4 Partners, Ltd. August 2008 - December 2008
Skills
Law Firms, Financials, Healthcare, Hospitals, Healthcare Management, Program Management, Program Development, Change Management, Project Management, Strategic Planning, Customer Service, Nonprofits, Microsoft Office, Team Building
Education
Stetson University College of Law 2006 — 2009
Doctor of Law (J.D.)
Stetson University 2006 — 2009
Master of Business Administration (MBA)
University of Central Florida 2002 — 2006
Bachelor's degree, International Law and Legal Studies
Michael Chery's GunnAllen Financial Experience January 2002 - July 2005
Job Trader Relations at RCA Capital LLC
Industry Banking
Experience
RCA Capital LLC February 2012 - Present
National Securities 2010 - February 2012
GunnAllen Financial January 2002 - July 2005
Skills
French, Business Analysis, Trading
Education
Queens College 1997 — 2001
Bachelor of Business Administration (B.B.A.)
RCA Capital LLC February 2012 - Present
National Securities 2010 - February 2012
GunnAllen Financial January 2002 - July 2005
Skills
French, Business Analysis, Trading
Education
Queens College 1997 — 2001
Bachelor of Business Administration (B.B.A.)
Kim Landolfi's GunnAllen Financial Experience 2002 - 2009
Job President at Lindros Financial
Industry Financial Services
Experience
Lindros Financial January 2013 - Present
Laidlaw & Company August 2010 - October 2012
Jesup & Lamont 2009 - 2010
GunnAllen Financial 2002 - 2009
Skills
Series 24, Series 7, Series 63, Securities, Wealth Management, Strategic Financial..., Investment Banking
Education
Palm Beach Community College 1984 — 1988
Associate of Arts (A.A.), Accounting and Finance
Lindros Financial January 2013 - Present
Laidlaw & Company August 2010 - October 2012
Jesup & Lamont 2009 - 2010
GunnAllen Financial 2002 - 2009
Skills
Series 24, Series 7, Series 63, Securities, Wealth Management, Strategic Financial..., Investment Banking
Education
Palm Beach Community College 1984 — 1988
Associate of Arts (A.A.), Accounting and Finance
Hussein Shamsher's GunnAllen Financial Experience July 2002 - May 2006
Job Planning & Delivery Management Lead Clinical IT at Cigna
Industry Health, Wellness and Fitness
Experience
Cigna September 2014 - Present
Cigna February 2014 - August 2014
Cigna August 2013 - February 2014
Cigna April 2012 - August 2013
Cigna April 2011 - April 2012
Cigna January 2009 - March 2011
Cigna January 2008 - January 2009
SoftwareArt Corporation June 2006 - January 2008
GunnAllen Financial July 2002 - May 2006
Skills
Project Portfolio..., Leadership, Change Management, Project Management, Agile Project Management, PMO, Process Improvement, Vendor Management, Program Management, Business Analysis, SDLC, Agile Methodologies
Education
New York University - Leonard N. Stern School of Business 2009 — 2015
Master of Business Administration (MBA), Specializations - Leadership & Change Management, Global Business
The College of Wooster 1999 — 2002
Bachelor of Arts (BA), Business/Managerial Economics
Cigna September 2014 - Present
Cigna February 2014 - August 2014
Cigna August 2013 - February 2014
Cigna April 2012 - August 2013
Cigna April 2011 - April 2012
Cigna January 2009 - March 2011
Cigna January 2008 - January 2009
SoftwareArt Corporation June 2006 - January 2008
GunnAllen Financial July 2002 - May 2006
Skills
Project Portfolio..., Leadership, Change Management, Project Management, Agile Project Management, PMO, Process Improvement, Vendor Management, Program Management, Business Analysis, SDLC, Agile Methodologies
Education
New York University - Leonard N. Stern School of Business 2009 — 2015
Master of Business Administration (MBA), Specializations - Leadership & Change Management, Global Business
The College of Wooster 1999 — 2002
Bachelor of Arts (BA), Business/Managerial Economics