John Thomas Financial
Industry: Company
DescriptionJohn Thomas Financial was a privately held financial services firm located in the Financial District of New York City. It closed in July 2013 after its founder, Anastasios "Thomas" Belesis was sued by the Securities and Exchange Commission for deceiving investors. Founder: Thomas Belesis Founded: 2007 Headquarters: New York City, NY Number of employees: ~200 Financial Advisers (As of January 2011) Type of business: Corporation
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John Thomas Financial Employees
Employee
Years
Job
Industry
Mark Malik Mark Malik's John Thomas Financial Experience January 2008 - December 2008
Job Hedge Fund Manager Global Economist Entrepreneur
Industry Financial Services
Experience
Malik Family Office October 2014 - Present
Wolf Hedge Global January 2009 - Present
Seven Sages Capital L.P December 2012 - December 2013
Wall Street Creative Partners December 2009 - December 2012
Merrill Lynch March 2009 - June 2009
JPMorgan Chase & Co. December 2008 - March 2009
John Thomas Financial January 2008 - December 2008
E1 Asset Management May 2005 - January 2008
Lehman Brothers January 2003 - February 2005
Skills
Alternative Investments, Hedge Funds, Equities, Capital Markets, Bloomberg, Financial Markets, Asset Managment, Options, Fund Of Funds, Corporate Finance, Commodity, Asset Management, Trading Systems, Investment Strategies, Portfolio Management, Asset Allocation, Quantitative Analytics, Hedging, Emerging Markets, ETFs, Trading, FX Options, Securities, Investment Advisory, Equity Research, Global Macro, Derivatives, Economics, Fixed Income, Financial Modeling, Mutual Funds, Bonds, Wealth Management, Investment Management, Investments, Structured Products, Investment Banking, Private Equity, Venture Capital, Trading Strategies, Valuation, LBO , Financing, Long-..., Equity Trading, Equity Derivatives, Technical Analysis, Investor Relations, Electronic Trading, Proprietary Trading, Financial Structuring, Currency
Education
Baruch College, City University of New York (CUNY) 2013 — 2014
Psychology- Philososphy
Harvard University 2011 — 2012
Economics- Finance- Law
Yale University 2011 — 2011
Mathematics and Statistics, N/A
University of Pennsylvania - The Wharton School 2010 — 2010
Finance - Portfolio Construction
City University of New York-Brooklyn College 2006 — 2006
Bachelor's Degree, Finance, General
Borough of Manhattan Community College 2003 — 2005
Associate's Degree, Business Administration and Management, General, A
Malik Family Office October 2014 - Present
Wolf Hedge Global January 2009 - Present
Seven Sages Capital L.P December 2012 - December 2013
Wall Street Creative Partners December 2009 - December 2012
Merrill Lynch March 2009 - June 2009
JPMorgan Chase & Co. December 2008 - March 2009
John Thomas Financial January 2008 - December 2008
E1 Asset Management May 2005 - January 2008
Lehman Brothers January 2003 - February 2005
Skills
Alternative Investments, Hedge Funds, Equities, Capital Markets, Bloomberg, Financial Markets, Asset Managment, Options, Fund Of Funds, Corporate Finance, Commodity, Asset Management, Trading Systems, Investment Strategies, Portfolio Management, Asset Allocation, Quantitative Analytics, Hedging, Emerging Markets, ETFs, Trading, FX Options, Securities, Investment Advisory, Equity Research, Global Macro, Derivatives, Economics, Fixed Income, Financial Modeling, Mutual Funds, Bonds, Wealth Management, Investment Management, Investments, Structured Products, Investment Banking, Private Equity, Venture Capital, Trading Strategies, Valuation, LBO , Financing, Long-..., Equity Trading, Equity Derivatives, Technical Analysis, Investor Relations, Electronic Trading, Proprietary Trading, Financial Structuring, Currency
Education
Baruch College, City University of New York (CUNY) 2013 — 2014
Psychology- Philososphy
Harvard University 2011 — 2012
Economics- Finance- Law
Yale University 2011 — 2011
Mathematics and Statistics, N/A
University of Pennsylvania - The Wharton School 2010 — 2010
Finance - Portfolio Construction
City University of New York-Brooklyn College 2006 — 2006
Bachelor's Degree, Finance, General
Borough of Manhattan Community College 2003 — 2005
Associate's Degree, Business Administration and Management, General, A
Arjun Sachdev Arjun Sachdev's John Thomas Financial Experience March 2010 - April 2011
Job Investment Management Associate ML Channel at BlackRock
Industry Financial Services
Experience
BlackRock October 2012 - Present
BlackRock July 2011 - September 2012
John Thomas Financial March 2010 - April 2011
Bloomberg LP September 2009 - December 2009
Merrill Lynch February 2009 - June 2009
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2008
Bachelor's degree, Finance
BlackRock October 2012 - Present
BlackRock July 2011 - September 2012
John Thomas Financial March 2010 - April 2011
Bloomberg LP September 2009 - December 2009
Merrill Lynch February 2009 - June 2009
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2008
Bachelor's degree, Finance
Islam Mousa Islam Mousa's John Thomas Financial Experience November 2010 - March 2011
Job Sales Planning Executive at Univision Communications Inc.
Industry Sports
Experience
Univision Communications Inc. March 2015 - Present
Univision Communications Inc. May 2013 - Present
Goldstein Communications September 2012 - February 2013
New York Life July 2011 - February 2012
John Thomas Financial November 2010 - March 2011
Skills
Microsoft Excel, Final Cut Pro, Microsoft Office, Spanish-speaking, Arabic, Strategic Planning, Digital Media, Social Media, Online Advertising, Advertising, Digital Marketing, Product Marketing, Public Relations, Facebook, Marketing, Sales, Spanish, Social Media Marketing, Social Networking, Integrated Marketing
Education
Queens College 2008 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies, 3.41
Brooklyn College 2006 — 2008
Business Management
Univision Communications Inc. March 2015 - Present
Univision Communications Inc. May 2013 - Present
Goldstein Communications September 2012 - February 2013
New York Life July 2011 - February 2012
John Thomas Financial November 2010 - March 2011
Skills
Microsoft Excel, Final Cut Pro, Microsoft Office, Spanish-speaking, Arabic, Strategic Planning, Digital Media, Social Media, Online Advertising, Advertising, Digital Marketing, Product Marketing, Public Relations, Facebook, Marketing, Sales, Spanish, Social Media Marketing, Social Networking, Integrated Marketing
Education
Queens College 2008 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies, 3.41
Brooklyn College 2006 — 2008
Business Management
Irfan Mussa Irfan Mussa's John Thomas Financial Experience January 2009 - May 2010
Job Accountant/ Financial Services Professional
Industry Financial Services
Experience
SaxBST January 2014 - June 2015
Morgan Stanley Wealth Management August 2011 - August 2012
Garden State Securities May 2010 - July 2011
John Thomas Financial January 2009 - May 2010
Skills
Risk Management, Alternative Investments, Series 63, Financial Modeling, Equities, Finance, Valuation, Financial Analysis, Fixed Income, Hedge Funds, Investments, Banking, Presentations, Corporate Finance, Wealth Management, Bloomberg
Education
Rutgers University 2013 — 2015
Master's degree, Financial Accounting, 3.5
Rutgers, The State University of New Jersey-Newark 2005 — 2010
Bachelor of Science, Accounting
Clifton High School
SaxBST January 2014 - June 2015
Morgan Stanley Wealth Management August 2011 - August 2012
Garden State Securities May 2010 - July 2011
John Thomas Financial January 2009 - May 2010
Skills
Risk Management, Alternative Investments, Series 63, Financial Modeling, Equities, Finance, Valuation, Financial Analysis, Fixed Income, Hedge Funds, Investments, Banking, Presentations, Corporate Finance, Wealth Management, Bloomberg
Education
Rutgers University 2013 — 2015
Master's degree, Financial Accounting, 3.5
Rutgers, The State University of New Jersey-Newark 2005 — 2010
Bachelor of Science, Accounting
Clifton High School
Tillman Denzel Tillman Denzel's John Thomas Financial Experience December 2012 - May 2013
Job
Industry Nonprofit Organization Management
Experience
John Thomas Financial December 2012 - May 2013
Housing Works October 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation
Education
Borough of Manhattan Community College 2010 — 2013
Associate of Arts and Sciences (A.A.S.), Business Management
John Thomas Financial December 2012 - May 2013
Housing Works October 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation
Education
Borough of Manhattan Community College 2010 — 2013
Associate of Arts and Sciences (A.A.S.), Business Management
Emmanuel Ticzon (Tian Yi) Emmanuel Ticzon (Tian Yi)'s John Thomas Financial Experience February 2011 - March 2011
Job Alternative Health, Marketing and Careers Professional.
Industry Internet
Experience
The Heights Real Estate Company March 2013 - Present
SHOP.COM March 2011 - Present
Emmanuel B. Ticzon - Freelance consulting. July 2008 - Present
Arizona State University October 2012 - Present
Drew University March 2012 - Present
Xahir, Inc February 2012 - November 2012
City of New York March 2011 - November 2011
John Thomas Financial February 2011 - March 2011
Bowne & Co, Inc (Bowne Translation Services) July 2007 - February 2008
St. Peters Seminary, San Pablo, Philippines July 2001 - August 2001
Skills
Digital Marketing, Marketing, Public Speaking, Resume Writing, Project Management, Social Media, Social Networking, Team Building, Research, Marketing Strategy, Negotiation, Career Development, Supplements, Human Resources, Analysis, Business Development, Google Analytics, Public Relations, Recruiting, Entrepreneurship, Management, Editing, Google Docs, Facebook, Email Marketing, Interviews, Organizational..., Fundraising, Creative Strategy, Project Coordination, Human Resource..., Cold Calling, Client Prospecting, Networking, Internet Marketing, Relationship Developer, Content Development, Online Marketing
Education
Drew University 2005 — 2009
BA, History, Chinese
Uppingham School 2003 — 2005
Papplewick School 1998 — 2000
The Heights Real Estate Company March 2013 - Present
SHOP.COM March 2011 - Present
Emmanuel B. Ticzon - Freelance consulting. July 2008 - Present
Arizona State University October 2012 - Present
Drew University March 2012 - Present
Xahir, Inc February 2012 - November 2012
City of New York March 2011 - November 2011
John Thomas Financial February 2011 - March 2011
Bowne & Co, Inc (Bowne Translation Services) July 2007 - February 2008
St. Peters Seminary, San Pablo, Philippines July 2001 - August 2001
Skills
Digital Marketing, Marketing, Public Speaking, Resume Writing, Project Management, Social Media, Social Networking, Team Building, Research, Marketing Strategy, Negotiation, Career Development, Supplements, Human Resources, Analysis, Business Development, Google Analytics, Public Relations, Recruiting, Entrepreneurship, Management, Editing, Google Docs, Facebook, Email Marketing, Interviews, Organizational..., Fundraising, Creative Strategy, Project Coordination, Human Resource..., Cold Calling, Client Prospecting, Networking, Internet Marketing, Relationship Developer, Content Development, Online Marketing
Education
Drew University 2005 — 2009
BA, History, Chinese
Uppingham School 2003 — 2005
Papplewick School 1998 — 2000
Jared Greco Jared Greco's John Thomas Financial Experience November 2010 - February 2011
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley November 2014 - Present
Morgan Stanley February 2012 - November 2014
American Express August 2011 - October 2011
WorldVentures August 2008 - September 2011
John Thomas Financial November 2010 - February 2011
United First Financial October 2008 - September 2010
Fetzers Inc December 2006 - December 2007
Skills
Investments, Financial Services, Management, Sales, Microsoft Excel, Team Building, Stock Market, Equity Trading, Personal Finance, Operational Efficiency, Microsoft Word, Sales Management, Series 7, Stock Trading, Series 63, Leadership Development, Business Networking, Strategic Investment..., Real Estate Investing, International Sales, Team Leadership, Team Management, Adept problem-solver, FINRA, Stocks, Series 66, Investment Consulting, Finance, Leadership, Microsoft Office
Education
Salt Lake Community College 2004 — 2005
Cottonwood High School 1998 — 2004
High School, High School Diploma
Morgan Stanley December 2014 - Present
Morgan Stanley November 2014 - Present
Morgan Stanley February 2012 - November 2014
American Express August 2011 - October 2011
WorldVentures August 2008 - September 2011
John Thomas Financial November 2010 - February 2011
United First Financial October 2008 - September 2010
Fetzers Inc December 2006 - December 2007
Skills
Investments, Financial Services, Management, Sales, Microsoft Excel, Team Building, Stock Market, Equity Trading, Personal Finance, Operational Efficiency, Microsoft Word, Sales Management, Series 7, Stock Trading, Series 63, Leadership Development, Business Networking, Strategic Investment..., Real Estate Investing, International Sales, Team Leadership, Team Management, Adept problem-solver, FINRA, Stocks, Series 66, Investment Consulting, Finance, Leadership, Microsoft Office
Education
Salt Lake Community College 2004 — 2005
Cottonwood High School 1998 — 2004
High School, High School Diploma
Joe Cordero Joe Cordero's John Thomas Financial Experience May 2011 - October 2011
Job Experienced Salesperson, Manager, and Financial Representative. Allow me to lend a helping hand.
Industry Banking
Experience
National Life Group December 2013 - Present
Rockwell Securities July 2012 - October 2012
Unity Financial February 2012 - April 2012
vFinance October 2011 - February 2012
John Thomas Financial May 2011 - October 2011
Skills
Investments, Series 63, Finance, Equities, Options, Trading, Securities, Series 7, Venture Capital, Private Equity, Writing, Social Networking, Investment Advisory, Mutual Funds, Alternative Investments, Equity Trading, Investment Strategies, Investment Banking, Languages, Sales Management, Financial Management, Business Networking, Professional Networking, Sales Skills Training, Sales Effectiveness, Wealth Management, Portfolio Management, Fixed Income, Leadership, Financial Markets, Bonds, Due Diligence, Cold Calling, Financial Advisory, Lead Generation, Investment Management, FINRA, Financial Services, Insurance, Wealth Management..., Emerging Markets, ETFs, Retirement, Life & Health Insurance..., Life Insurance, Annuity Sales, Variable Annuities, Accident Insurance, Capital Accumulation, Retirement Planning
Education
Everest College-Phoenix 2009 — 2011
Associate of Arts and Sciences (AAS), Criminal Justice/Police Science
Cuny college of Staten Island 2003 — 2006
Associate of Science (AS), Biochemistry
National Life Group December 2013 - Present
Rockwell Securities July 2012 - October 2012
Unity Financial February 2012 - April 2012
vFinance October 2011 - February 2012
John Thomas Financial May 2011 - October 2011
Skills
Investments, Series 63, Finance, Equities, Options, Trading, Securities, Series 7, Venture Capital, Private Equity, Writing, Social Networking, Investment Advisory, Mutual Funds, Alternative Investments, Equity Trading, Investment Strategies, Investment Banking, Languages, Sales Management, Financial Management, Business Networking, Professional Networking, Sales Skills Training, Sales Effectiveness, Wealth Management, Portfolio Management, Fixed Income, Leadership, Financial Markets, Bonds, Due Diligence, Cold Calling, Financial Advisory, Lead Generation, Investment Management, FINRA, Financial Services, Insurance, Wealth Management..., Emerging Markets, ETFs, Retirement, Life & Health Insurance..., Life Insurance, Annuity Sales, Variable Annuities, Accident Insurance, Capital Accumulation, Retirement Planning
Education
Everest College-Phoenix 2009 — 2011
Associate of Arts and Sciences (AAS), Criminal Justice/Police Science
Cuny college of Staten Island 2003 — 2006
Associate of Science (AS), Biochemistry
Dion Ross Dion Ross's John Thomas Financial Experience February 2010 - June 2011
Job Private Client Banker at JP Morgan Chase Bank NA
Industry Banking
Experience
JP Morgan Chase Bank NA August 2013 - Present
JP Morgan Chase Bank NA August 2011 - August 2013
John Thomas Financial February 2010 - June 2011
National Securities March 2006 - February 2010
Skills
Banking, Finance, Investments, Securities, Series 63, Series 7, Uniform Combined State..., Sales, IRAs, Portfolio Management, Private Equity, Financial Services, CRM, Customer Service, Relationship Management, Fixed Income, Retail Banking, Equities, Microsoft Office
Education
City University of New York
JP Morgan Chase Bank NA August 2013 - Present
JP Morgan Chase Bank NA August 2011 - August 2013
John Thomas Financial February 2010 - June 2011
National Securities March 2006 - February 2010
Skills
Banking, Finance, Investments, Securities, Series 63, Series 7, Uniform Combined State..., Sales, IRAs, Portfolio Management, Private Equity, Financial Services, CRM, Customer Service, Relationship Management, Fixed Income, Retail Banking, Equities, Microsoft Office
Education
City University of New York
Paul Moisio Paul Moisio's John Thomas Financial Experience March 2008 - May 2009
Job Financial Advisor
Industry Financial Services
Experience
New York Life Insurance Company January 2009 - March 2011
New York Life Securities LLC 2009 - 2011
John Thomas Financial March 2008 - May 2009
Troma Entertainment January 2000 - August 2003
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Credit, Wealth Management, Securities, Series 7, Retirement, Insurance, Risk Management, Financial Services, Fixed Annuities, Fixed Income, Loans, Series 63
Education
Columbia University in the City of New York 2004 — 2007
Bachelor of Arts (B.A.), Comparative Literature and Creative Writing
New York University 2003 — 2004
Bachelor of Business Administration Candidate (B.B.A.), Business Leadership and Management, 3.98 GPA
New York Film Academy 1999 — 2000
Graducate Certificate, Directing, Acting, Screenwriting, Cinematography, and Producing
USC
New York Life Insurance Company January 2009 - March 2011
New York Life Securities LLC 2009 - 2011
John Thomas Financial March 2008 - May 2009
Troma Entertainment January 2000 - August 2003
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Credit, Wealth Management, Securities, Series 7, Retirement, Insurance, Risk Management, Financial Services, Fixed Annuities, Fixed Income, Loans, Series 63
Education
Columbia University in the City of New York 2004 — 2007
Bachelor of Arts (B.A.), Comparative Literature and Creative Writing
New York University 2003 — 2004
Bachelor of Business Administration Candidate (B.B.A.), Business Leadership and Management, 3.98 GPA
New York Film Academy 1999 — 2000
Graducate Certificate, Directing, Acting, Screenwriting, Cinematography, and Producing
USC
Jason Lazarus Jason Lazarus's John Thomas Financial Experience August 2010 - March 2011
Job 2017 MBA Candidate, University of Rochester, Simon Business School
Industry Financial Services
Experience
DOG Media LLC December 2013 - June 2015
LoctDown Inc.™ April 2013 - December 2013
Arnold & Porter November 2011 - March 2013
John Thomas Financial August 2010 - March 2011
Orchestra Finance L.L.P. June 2009 - September 2009
US Treasury January 2009 - March 2009
Skills
Mergers & Acquisitions, Analysis, Private Equity, Financial Modeling, Finance, Due Diligence, Digital Marketing, Strategic Consulting, Social Media, Advertising, Business Development, Research, Equities, Hedge Funds, Securities, Marketing, Alternative Investments, Social Media Marketing, Social Media Advertising, Online Advertising, Digital Media, Sales Management, Brand Management, New Business Development
Education
William E. Simon School of Business
Master of Business Administration (M.B.A.), Finance
American University 2005 — 2009
BA, Political Science
Kings College London
Study Abroad Program
DOG Media LLC December 2013 - June 2015
LoctDown Inc.™ April 2013 - December 2013
Arnold & Porter November 2011 - March 2013
John Thomas Financial August 2010 - March 2011
Orchestra Finance L.L.P. June 2009 - September 2009
US Treasury January 2009 - March 2009
Skills
Mergers & Acquisitions, Analysis, Private Equity, Financial Modeling, Finance, Due Diligence, Digital Marketing, Strategic Consulting, Social Media, Advertising, Business Development, Research, Equities, Hedge Funds, Securities, Marketing, Alternative Investments, Social Media Marketing, Social Media Advertising, Online Advertising, Digital Media, Sales Management, Brand Management, New Business Development
Education
William E. Simon School of Business
Master of Business Administration (M.B.A.), Finance
American University 2005 — 2009
BA, Political Science
Kings College London
Study Abroad Program
Sara Koshan Sara Koshan's John Thomas Financial Experience September 2011 - January 2013
Job Sales Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank February 2013 - Present
John Thomas Financial September 2011 - January 2013
New York City Department of Education September 2008 - August 2011
Skills
Client Correspondence, Data Maintenance, Administrative..., Opening New Accounts, Communication Skills, Account Maintenance, Documentations, Quantitative, Organizational..., Analytical Skills, Applied Mathematics, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, ThomsonOne, Classroom Management, Curriculum Development, Differentiated..., Educational Leadership, Data Analysis
Education
Saint John's University 2008 — 2010
Master of Science (M.S.), Secondary Education, Mathematics 7-12
UCLA 2004 — 2008
Bachelor of Science (B.S.), Applied Mathematics
UCLA 2004 — 2008
Minor, Accounting
Deutsche Bank February 2013 - Present
John Thomas Financial September 2011 - January 2013
New York City Department of Education September 2008 - August 2011
Skills
Client Correspondence, Data Maintenance, Administrative..., Opening New Accounts, Communication Skills, Account Maintenance, Documentations, Quantitative, Organizational..., Analytical Skills, Applied Mathematics, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, ThomsonOne, Classroom Management, Curriculum Development, Differentiated..., Educational Leadership, Data Analysis
Education
Saint John's University 2008 — 2010
Master of Science (M.S.), Secondary Education, Mathematics 7-12
UCLA 2004 — 2008
Bachelor of Science (B.S.), Applied Mathematics
UCLA 2004 — 2008
Minor, Accounting
Henry Mercedes Henry Mercedes's John Thomas Financial Experience January 2010 - April 2010
Job Financial Services Professional
Industry Financial Services
Experience
EJ Sterling August 2013 - December 2014
J.P. Morgan September 2011 - November 2012
Joseph Gunnar & Co. LLC January 2011 - June 2011
Brook Ville Capital Partners March 2010 - August 2010
John Thomas Financial January 2010 - April 2010
E.1.Asset Management July 2009 - January 2010
Skills
Series 7, Series 63, Financial Services, Securities, Finance, Financial Analysis, Investments, Mortgage Lending, Microsoft Excel, Equities, Portfolio Management, Management
Education
Borough of Manhattan Community College 2001 — 2004
Some college coursework, Business Management
Arturo Schomburg Satellite Academy 1999 — 2001
High School Diploma, Academics
Arturo Schomburg Satellite Academy
High School Diploma, Academics
Borough of Manhattan Community College
Business
EJ Sterling August 2013 - December 2014
J.P. Morgan September 2011 - November 2012
Joseph Gunnar & Co. LLC January 2011 - June 2011
Brook Ville Capital Partners March 2010 - August 2010
John Thomas Financial January 2010 - April 2010
E.1.Asset Management July 2009 - January 2010
Skills
Series 7, Series 63, Financial Services, Securities, Finance, Financial Analysis, Investments, Mortgage Lending, Microsoft Excel, Equities, Portfolio Management, Management
Education
Borough of Manhattan Community College 2001 — 2004
Some college coursework, Business Management
Arturo Schomburg Satellite Academy 1999 — 2001
High School Diploma, Academics
Arturo Schomburg Satellite Academy
High School Diploma, Academics
Borough of Manhattan Community College
Business
Daniel Guilfoile's John Thomas Financial Experience August 2012 - June 2013
Job Managing Director Oberon Securities
Industry Investment Banking
Experience
Oberon Securities, LLC July 2014 - Present
John Thomas Financial August 2012 - June 2013
Corinthian Partners L.L.C. November 2010 - August 2012
Laidlaw & Company September 2009 - November 2010
Joseph Gunnar & Co, LLC August 2006 - September 2009
Pali Capital January 2003 - August 2006
Skills
Capital Raising, Underwriting, Public Equity Offerings, Private Equity, Registered Direct..., Deal Sourcing, Deal Structures, Restructuring, Restricted Stock, Bridge Financing, Capital Markets, Roadshows, Alternative Investments, Hedge Funds, IPO, Due Diligence, Investment Banking, Equities, Venture Capital, Mergers & Acquisitions, Valuation, Corporate Finance
Education
Fordham University - Graduate School of Business Administration 1986 — 1988
Master of Business Administration (MBA), Finance
Villanova University 1978 — 1982
B.A. Economics
Oberon Securities, LLC July 2014 - Present
John Thomas Financial August 2012 - June 2013
Corinthian Partners L.L.C. November 2010 - August 2012
Laidlaw & Company September 2009 - November 2010
Joseph Gunnar & Co, LLC August 2006 - September 2009
Pali Capital January 2003 - August 2006
Skills
Capital Raising, Underwriting, Public Equity Offerings, Private Equity, Registered Direct..., Deal Sourcing, Deal Structures, Restructuring, Restricted Stock, Bridge Financing, Capital Markets, Roadshows, Alternative Investments, Hedge Funds, IPO, Due Diligence, Investment Banking, Equities, Venture Capital, Mergers & Acquisitions, Valuation, Corporate Finance
Education
Fordham University - Graduate School of Business Administration 1986 — 1988
Master of Business Administration (MBA), Finance
Villanova University 1978 — 1982
B.A. Economics
sean gerlach's John Thomas Financial Experience 2010 - 2011
Job Support Specialist at Morgan Financial
Industry Financial Services
Experience
NYSE Euronext March 2013 - Present
Morgan Financial December 2012 - April 2013
John Thomas Financial 2010 - 2011
Rutgers University April 2009 - August 2009
Skills
Data Entry, General account handling, Phone calls, Research, Cold Calling, Outstanding time..., Microsoft Word, Appointment Scheduling, Payroll, Outlook, Microsoft Excel, Social Media Marketing, Data Mining, Marketing, Time Management, Management, Finance, Microsoft Office, Recruiting, Equities, Investments, Risk Management, Sales, Customer Service, Financial Services, Portfolio Management, Asset Management
Education
City University of New York-College of Staten Island 2012 — 2015
Finance, General
City University of New York-College of Staten Island 2012 — 2015
Bachelor's degree, Finance, General
NYSE Euronext March 2013 - Present
Morgan Financial December 2012 - April 2013
John Thomas Financial 2010 - 2011
Rutgers University April 2009 - August 2009
Skills
Data Entry, General account handling, Phone calls, Research, Cold Calling, Outstanding time..., Microsoft Word, Appointment Scheduling, Payroll, Outlook, Microsoft Excel, Social Media Marketing, Data Mining, Marketing, Time Management, Management, Finance, Microsoft Office, Recruiting, Equities, Investments, Risk Management, Sales, Customer Service, Financial Services, Portfolio Management, Asset Management
Education
City University of New York-College of Staten Island 2012 — 2015
Finance, General
City University of New York-College of Staten Island 2012 — 2015
Bachelor's degree, Finance, General
Christopher Cubias Christopher Cubias's John Thomas Financial Experience January 2012 - July 2012
Job Account Executive
Industry Investment Management
Experience
SmartTrust® December 2013 - Present
Hennion & Walsh October 2012 - March 2015
John Thomas Financial January 2012 - July 2012
Elizabeth Board of Education September 2009 - January 2012
Adrienne's Flower Garden December 2008 - December 2011
Bridgewater-Raritan Board of Education August 2010 - November 2011
West Orange Board of Education August 2009 - November 2011
Township of Union Board of Education August 2006 - November 2011
TASIS The American School in England June 2010 - August 2010
Skills
Series 7, Series 63, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Customer Service
Education
Kean University 2006 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
SmartTrust® December 2013 - Present
Hennion & Walsh October 2012 - March 2015
John Thomas Financial January 2012 - July 2012
Elizabeth Board of Education September 2009 - January 2012
Adrienne's Flower Garden December 2008 - December 2011
Bridgewater-Raritan Board of Education August 2010 - November 2011
West Orange Board of Education August 2009 - November 2011
Township of Union Board of Education August 2006 - November 2011
TASIS The American School in England June 2010 - August 2010
Skills
Series 7, Series 63, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Customer Service
Education
Kean University 2006 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Carmenresia Jones Carmenresia Jones's John Thomas Financial Experience October 2012 - March 2013
Job Business Development Consultant at Comcast
Industry Financial Services
Experience
John Thomas Financial October 2012 - March 2013
Ameriprise May 2012 - August 2012
DCM Services January 2011 - May 2012
Advantage Sales & Marketing November 2007 - October 2010
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Analytical Abilities, Internal Communications, Planning, Highly Adaptable, Microsoft Excel, Analytical Skills, Microsoft Word, Project Planning, Analysis, Finance, Leadership
Education
Metropolitan State University 2010 — 2013
Bachelor of Arts (BA)
Rasmussen College-Minnesota 2008 — 2010
Associate of Arts (A.A.)
John Thomas Financial October 2012 - March 2013
Ameriprise May 2012 - August 2012
DCM Services January 2011 - May 2012
Advantage Sales & Marketing November 2007 - October 2010
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Analytical Abilities, Internal Communications, Planning, Highly Adaptable, Microsoft Excel, Analytical Skills, Microsoft Word, Project Planning, Analysis, Finance, Leadership
Education
Metropolitan State University 2010 — 2013
Bachelor of Arts (BA)
Rasmussen College-Minnesota 2008 — 2010
Associate of Arts (A.A.)
Adam Bednarz Adam Bednarz's John Thomas Financial Experience June 2011 - July 2011
Job Alternative Investments
Industry Financial Services
Experience
Sala LLC December 2014 - Present
Gartland and Mellina Group December 2014 - February 2015
MBIA October 2014 - November 2014
ABN AMRO Bank N.V. February 2014 - June 2014
Bunge August 2011 - September 2013
Pace University August 2012 - June 2013
Pace University December 2010 - December 2011
Scrier Funds May 2011 - August 2011
John Thomas Financial June 2011 - July 2011
Skills
Investments, Finance, Accounting, Equities, Financial Modeling, Corporate Finance, Bloomberg, Financial Reporting, Microsoft Excel, Trading, PowerPoint, Strategic Financial..., Valuation, Bloomberg Terminal, Derivatives, Microsoft Word, Forecasting, Data Analysis, Sarbanes-Oxley Act, Analysis, Risk Management, Internal Controls, Leadership, QuickBooks, Market Research, SAP, Research, Microsoft Office, GAAP, Asset Management, Budgets, Variance Analysis, Financial Analysis, Economics, Fixed Income, Banking, Cash Flow, Hedge Funds, Private Equity, Business Analysis, Financial Markets, Securities, Investment Banking, Financial Forecasting, Fundamental Analysis, Quantitative Analytics, Competitive Analysis, Portfolio Management, Asset Allocation, Financial Services
Education
Pace University - Lubin School of Business 2009 — 2013
Dual Major: Accounting & Finance
Northern Highlands Regional Highschool 2005 — 2009
Jagiellonian University
Language, History, Political Science
Sala LLC December 2014 - Present
Gartland and Mellina Group December 2014 - February 2015
MBIA October 2014 - November 2014
ABN AMRO Bank N.V. February 2014 - June 2014
Bunge August 2011 - September 2013
Pace University August 2012 - June 2013
Pace University December 2010 - December 2011
Scrier Funds May 2011 - August 2011
John Thomas Financial June 2011 - July 2011
Skills
Investments, Finance, Accounting, Equities, Financial Modeling, Corporate Finance, Bloomberg, Financial Reporting, Microsoft Excel, Trading, PowerPoint, Strategic Financial..., Valuation, Bloomberg Terminal, Derivatives, Microsoft Word, Forecasting, Data Analysis, Sarbanes-Oxley Act, Analysis, Risk Management, Internal Controls, Leadership, QuickBooks, Market Research, SAP, Research, Microsoft Office, GAAP, Asset Management, Budgets, Variance Analysis, Financial Analysis, Economics, Fixed Income, Banking, Cash Flow, Hedge Funds, Private Equity, Business Analysis, Financial Markets, Securities, Investment Banking, Financial Forecasting, Fundamental Analysis, Quantitative Analytics, Competitive Analysis, Portfolio Management, Asset Allocation, Financial Services
Education
Pace University - Lubin School of Business 2009 — 2013
Dual Major: Accounting & Finance
Northern Highlands Regional Highschool 2005 — 2009
Jagiellonian University
Language, History, Political Science
Alexander Galunke's John Thomas Financial Experience July 2010 - January 2011
Job Global Equity Capital Markets at Aegis Capital
Industry Financial Services
Experience
Aegis Capital September 2012 - Present
Global IT Development August 2009 - Present
Rockwell Securities January 2011 - March 2012
John Thomas Financial July 2010 - January 2011
Levenger June 2009 - August 2009
Skills
Sales, PowerPoint, Microsoft Excel, Public Speaking, Research, Marketing, Investments, Accounting, Financial Analysis, Photoshop, Leadership, Microsoft Word, Entrepreneurship, Start-ups, Management
Education
Elon University - Martha and Spencer Love School of Business 2005 — 2010
Bachelor's Degree, Accounting and Business Administration
Fairport High school 2002 — 2005
Aegis Capital September 2012 - Present
Global IT Development August 2009 - Present
Rockwell Securities January 2011 - March 2012
John Thomas Financial July 2010 - January 2011
Levenger June 2009 - August 2009
Skills
Sales, PowerPoint, Microsoft Excel, Public Speaking, Research, Marketing, Investments, Accounting, Financial Analysis, Photoshop, Leadership, Microsoft Word, Entrepreneurship, Start-ups, Management
Education
Elon University - Martha and Spencer Love School of Business 2005 — 2010
Bachelor's Degree, Accounting and Business Administration
Fairport High school 2002 — 2005
Gregory Pfeiffer Gregory Pfeiffer's John Thomas Financial Experience February 2010 - September 2010
Job Composer & Owner of Professional Mold Testing
Industry Environmental Services
Experience
Professional Mold Testing September 2010 - Present
Benjamin Securities, Inc. November 2011 - November 2012
John Thomas Financial February 2010 - September 2010
Superior Cleaning and Restoration, Inc. March 2007 - December 2009
Stony Brook University 1995 - 2001
Skills
Mold Inspection, Certified Mold..., Mold Remediation, Composition, Music Theory, Finale, Investments, Wealth Management, Financial Planning, Series 7, Series 63, Stock Market, Economics, Bonds, Options Strategies, Retirement Planning, Orchestration, Digidesign Pro Tools, Classical Guitar, Financial Advisory, Equities, Portfolio Management, Investment Strategies, Mutual Funds, Strategic Financial..., Pro Tools, Fixed Income, Mould, Trading, Securities, Investment Advisory, Asset Allocation, Finance, Asset Management, Stocks, Small Business, Financial Services, Funding, Business, Alternative Investments, Investment Management, Hedge Funds, Options, Private Equity, Retirement
Education
Stony Brook University 1999 — 2001
Master of Arts, Music Composition, 3.6
Stony Brook University 1995 — 1999
Bachelor of Arts, Music, 3.94
Professional Mold Testing September 2010 - Present
Benjamin Securities, Inc. November 2011 - November 2012
John Thomas Financial February 2010 - September 2010
Superior Cleaning and Restoration, Inc. March 2007 - December 2009
Stony Brook University 1995 - 2001
Skills
Mold Inspection, Certified Mold..., Mold Remediation, Composition, Music Theory, Finale, Investments, Wealth Management, Financial Planning, Series 7, Series 63, Stock Market, Economics, Bonds, Options Strategies, Retirement Planning, Orchestration, Digidesign Pro Tools, Classical Guitar, Financial Advisory, Equities, Portfolio Management, Investment Strategies, Mutual Funds, Strategic Financial..., Pro Tools, Fixed Income, Mould, Trading, Securities, Investment Advisory, Asset Allocation, Finance, Asset Management, Stocks, Small Business, Financial Services, Funding, Business, Alternative Investments, Investment Management, Hedge Funds, Options, Private Equity, Retirement
Education
Stony Brook University 1999 — 2001
Master of Arts, Music Composition, 3.6
Stony Brook University 1995 — 1999
Bachelor of Arts, Music, 3.94
Iverri Johnson's John Thomas Financial Experience January 2011 - March 2012
Job Financial Advisor Associate at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC April 2014 - Present
TD Ameritrade April 2013 - April 2014
Taylor & Johnson Investments LLC April 2012 - April 2013
Merrill Lynch June 2012 - December 2012
Charles Morgan Securities (Firm Closed) March 2012 - June 2012
John Thomas Financial January 2011 - March 2012
Stratmar Retail Services January 2010 - February 2011
Education
William E. Simon School of Business 2015 — 2016
Master's degree, Finance, General
Rutgers, The State University of New Jersey-Newark 2006 — 2010
Bachelor of Science (BS)
St. Benedicts Prep 2000 — 2006
J.P. Morgan Securities LLC April 2014 - Present
TD Ameritrade April 2013 - April 2014
Taylor & Johnson Investments LLC April 2012 - April 2013
Merrill Lynch June 2012 - December 2012
Charles Morgan Securities (Firm Closed) March 2012 - June 2012
John Thomas Financial January 2011 - March 2012
Stratmar Retail Services January 2010 - February 2011
Education
William E. Simon School of Business 2015 — 2016
Master's degree, Finance, General
Rutgers, The State University of New Jersey-Newark 2006 — 2010
Bachelor of Science (BS)
St. Benedicts Prep 2000 — 2006
Joseph Mazur Joseph Mazur's John Thomas Financial Experience July 2010 - May 2012
Job Business Development Executive at IBISWorld
Industry Financial Services
Experience
IBISWorld December 2013 - Present
NASDAQ OMX June 2013 - September 2013
Thomson Reuters November 2012 - June 2013
John Thomas Financial July 2010 - May 2012
Trump National Golf Club May 2005 - July 2010
Alpha Kappa Psi - Omicron Tau Chapter May 2009 - May 2010
Alpha Kappa Psi - Omicron Tau Chapter September 2007 - May 2008
Alpha Kappa Psi - Omicron Tau Chapter January 2007 - April 2007
American Red Cross of Greater Somerset County 2003 - 2006
Skills
Microsoft Office, Microsoft Excel, Vlookup, Pivot Tables, Microsoft Word, Microsoft Publisher, PowerPoint, Series 7, Series 63, AML, Conversational Italian, HTML, SPSS, SAS, Public Speaking, Polymath, Motivation, Team-oriented, Self-motivated Team..., Concert Pianist, Cpr Certified, Philanthropy, Volunteering, Study Abroad Programs, Bowling, Golf, Photoshop, Economics, Sales, Entrepreneurship, Investments, Statistics, Portfolio Management, Analysis, Social Media, Social Media Marketing, Market Research, Customer Service, Social Networking, Research, Training, Management, Financial Analysis, Teamwork, Networking
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts, Economics
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts, Italian Studies
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Minor, Statistics
Bridgewater-Raritan High School 2002 — 2006
IBISWorld December 2013 - Present
NASDAQ OMX June 2013 - September 2013
Thomson Reuters November 2012 - June 2013
John Thomas Financial July 2010 - May 2012
Trump National Golf Club May 2005 - July 2010
Alpha Kappa Psi - Omicron Tau Chapter May 2009 - May 2010
Alpha Kappa Psi - Omicron Tau Chapter September 2007 - May 2008
Alpha Kappa Psi - Omicron Tau Chapter January 2007 - April 2007
American Red Cross of Greater Somerset County 2003 - 2006
Skills
Microsoft Office, Microsoft Excel, Vlookup, Pivot Tables, Microsoft Word, Microsoft Publisher, PowerPoint, Series 7, Series 63, AML, Conversational Italian, HTML, SPSS, SAS, Public Speaking, Polymath, Motivation, Team-oriented, Self-motivated Team..., Concert Pianist, Cpr Certified, Philanthropy, Volunteering, Study Abroad Programs, Bowling, Golf, Photoshop, Economics, Sales, Entrepreneurship, Investments, Statistics, Portfolio Management, Analysis, Social Media, Social Media Marketing, Market Research, Customer Service, Social Networking, Research, Training, Management, Financial Analysis, Teamwork, Networking
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts, Economics
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts, Italian Studies
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Minor, Statistics
Bridgewater-Raritan High School 2002 — 2006
Steven P. Masiello Steven P. Masiello's John Thomas Financial Experience November 2009 - December 2011
Job at
Industry Financial Services
Experience
South East Investments November 2014 - Present
Adams Wealth Management Group July 2012 - Present
Joseph Gunnar & Co, LLC April 2013 - November 2014
Charles Vista, LLC June 2012 - October 2012
John Thomas Financial November 2009 - December 2011
HS Financial October 2005 - October 2009
Skills
Wealth Management, Investment Banking, Mergers, Series 63, Series 7, Equities, Securities, Trading, Alternative Investments, Options, Mutual Funds, Equity Trading, Portfolio Management, Investments, Asset Allocation, Asset Managment, Capital Markets, Bloomberg, Strategic Financial..., Private Equity, Investment Advisory, Financial Risk, Risk Management, Investment Strategies, ETFs, Finance, Corporate Finance, Stocks, Financial Advisory, Equity Research, High Net Worth..., Investment Management, Uniform Combined State..., Financial Services, Wealth, Hedging, Due Diligence, Financial Markets, Fixed Income, Hedge Funds
Education
Katherine Gibbs School
NYU Stern School of Business
South East Investments November 2014 - Present
Adams Wealth Management Group July 2012 - Present
Joseph Gunnar & Co, LLC April 2013 - November 2014
Charles Vista, LLC June 2012 - October 2012
John Thomas Financial November 2009 - December 2011
HS Financial October 2005 - October 2009
Skills
Wealth Management, Investment Banking, Mergers, Series 63, Series 7, Equities, Securities, Trading, Alternative Investments, Options, Mutual Funds, Equity Trading, Portfolio Management, Investments, Asset Allocation, Asset Managment, Capital Markets, Bloomberg, Strategic Financial..., Private Equity, Investment Advisory, Financial Risk, Risk Management, Investment Strategies, ETFs, Finance, Corporate Finance, Stocks, Financial Advisory, Equity Research, High Net Worth..., Investment Management, Uniform Combined State..., Financial Services, Wealth, Hedging, Due Diligence, Financial Markets, Fixed Income, Hedge Funds
Education
Katherine Gibbs School
NYU Stern School of Business
Edward Brin's John Thomas Financial Experience 2010 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Four Points Capital partners June 2013 - Present
John Thomas Financial 2010 - 2012
Skills
Investments, Mortgage Underwriting, Series 63
Education
Baruch College, City University of New York (CUNY)
Four Points Capital partners June 2013 - Present
John Thomas Financial 2010 - 2012
Skills
Investments, Mortgage Underwriting, Series 63
Education
Baruch College, City University of New York (CUNY)
Chris Kalatoudis Chris Kalatoudis's John Thomas Financial Experience January 2007 - June 2013
Job Vice President of Investments at Worden Capital Managment LLC
Industry Financial Services
Experience
Worden Capital Managment LLC November 2013 - Present
National Securities August 2013 - November 2013
John Thomas Financial January 2007 - June 2013
Joseph Gunnar & Co, LLC December 2005 - January 2007
S. W. Bach & Co. September 2005 - December 2005
Ehrenkrantz, King, and Nussbaum January 2005 - August 2005
Long Beach Medical Center September 2003 - September 2004
Skills
I always come through..., Management, Investments, Entrepreneurship, Risk Management, Finance, Training, Securities, Investment Banking, Time Management, Options, Series 63, Real Estate, Team Management, Cold Calling, Series 7, Equities, Mutual Funds, Portfolio Management, Alternative Investments
Education
D'Youville College 1999 — 2003
Bachelor of Science Biology
Oceanside High School
Worden Capital Managment LLC November 2013 - Present
National Securities August 2013 - November 2013
John Thomas Financial January 2007 - June 2013
Joseph Gunnar & Co, LLC December 2005 - January 2007
S. W. Bach & Co. September 2005 - December 2005
Ehrenkrantz, King, and Nussbaum January 2005 - August 2005
Long Beach Medical Center September 2003 - September 2004
Skills
I always come through..., Management, Investments, Entrepreneurship, Risk Management, Finance, Training, Securities, Investment Banking, Time Management, Options, Series 63, Real Estate, Team Management, Cold Calling, Series 7, Equities, Mutual Funds, Portfolio Management, Alternative Investments
Education
D'Youville College 1999 — 2003
Bachelor of Science Biology
Oceanside High School
Ivan DelRio Ivan DelRio's John Thomas Financial Experience June 2010 - October 2010
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2012 - Present
Chase Investment Services Corp. November 2010 - June 2012
John Thomas Financial June 2010 - October 2010
Prestige Financial Services September 2008 - June 2010
Education
Florida International University 2004 — 2008
Bachelor, Business Administration; Business Management
Archbishop Coleman F. Carroll High School
OppenheimerFunds June 2012 - Present
Chase Investment Services Corp. November 2010 - June 2012
John Thomas Financial June 2010 - October 2010
Prestige Financial Services September 2008 - June 2010
Education
Florida International University 2004 — 2008
Bachelor, Business Administration; Business Management
Archbishop Coleman F. Carroll High School
Nicholas Franklin Nicholas Franklin's John Thomas Financial Experience February 2012 - August 2012
Job Director Business Development 6786745436
Industry Marketing and Advertising
Experience
Creative Professionals Consulting May 2011 - Present
WG Auto Group January 2014 - November 2014
City Solutions Real Estate January 2012 - November 2013
GlobalData August 2012 - November 2012
Clearwire April 2011 - October 2012
John Thomas Financial February 2012 - August 2012
Skills
Business Strategy, Business Development, Business Intelligence, Event Planning, Marketing Strategy, Social Networking, Oil/Gas, Strategic Consulting, Directional Drilling, Shale Gas, Oil & Gas Industry, Offshore Drilling, Divestitures, Pipeline Development, Forecasting, Banking, Advertising, Salesforce.com, Sales, Negotiation, Market Analysis, Market Research, Competitive Analysis, Strategic Planning, Sales Process, Entrepreneurship, Energy, Consulting, Business, Social Media Marketing, Strategic Thinking, Strategic Partnerships, Operations Management, Lead Generation, Business Transformation, New Business Development, Contract Negotiation, Analysis, Time Management, Mergers & Acquisitions, Finance, Investments, CRM, Marketing, Start-ups, Strategy, Business Planning, Leadership, Customer Service, Management
Education
Berkeley College 2010 — 2015
Greico Financial Institute 2012 — 2012
Series 7, Series 63
New York Real Estate Institute 2011 — 2011
Salesperson Liscence
Woodham High 2003 — 2006
High School Diploma
Berkeley College
Bachelor of Business Administration Degree
Creative Professionals Consulting May 2011 - Present
WG Auto Group January 2014 - November 2014
City Solutions Real Estate January 2012 - November 2013
GlobalData August 2012 - November 2012
Clearwire April 2011 - October 2012
John Thomas Financial February 2012 - August 2012
Skills
Business Strategy, Business Development, Business Intelligence, Event Planning, Marketing Strategy, Social Networking, Oil/Gas, Strategic Consulting, Directional Drilling, Shale Gas, Oil & Gas Industry, Offshore Drilling, Divestitures, Pipeline Development, Forecasting, Banking, Advertising, Salesforce.com, Sales, Negotiation, Market Analysis, Market Research, Competitive Analysis, Strategic Planning, Sales Process, Entrepreneurship, Energy, Consulting, Business, Social Media Marketing, Strategic Thinking, Strategic Partnerships, Operations Management, Lead Generation, Business Transformation, New Business Development, Contract Negotiation, Analysis, Time Management, Mergers & Acquisitions, Finance, Investments, CRM, Marketing, Start-ups, Strategy, Business Planning, Leadership, Customer Service, Management
Education
Berkeley College 2010 — 2015
Greico Financial Institute 2012 — 2012
Series 7, Series 63
New York Real Estate Institute 2011 — 2011
Salesperson Liscence
Woodham High 2003 — 2006
High School Diploma
Berkeley College
Bachelor of Business Administration Degree
Joao C. Da Silva Joao C. Da Silva's John Thomas Financial Experience 2009 - 2011
Job Broker
Industry Food Production
Experience
Scoozi Events NYC April 2009 - December 2011
John Thomas Financial 2009 - 2011
E1 Asset Management 2008 - 2009
Education
Central Connecticut State University 2001 — 2003
., Business
Institute of Culinary Education
Culinary Arts
Scoozi Events NYC April 2009 - December 2011
John Thomas Financial 2009 - 2011
E1 Asset Management 2008 - 2009
Education
Central Connecticut State University 2001 — 2003
., Business
Institute of Culinary Education
Culinary Arts
Matthew Smid Matthew Smid's John Thomas Financial Experience March 2011 - May 2012
Job Marketing Associate at Highstreet IT Solutions, LLC
Industry Information Technology and Services
Experience
Highstreet IT Solutions, LLC August 2014 - Present
Delta Computer Group October 2012 - August 2014
John Thomas Financial March 2011 - May 2012
Skills
Proficient using..., Series 7, Series 63, Securities, Bloomberg, Financial Markets, Bonds, Investment Strategies, Hedge Funds, Capital Markets, Bloomberg Terminal, Investment Advisory, Equity Trading, Financial Advisory, Investment Management, Sales Process, Salesforce.com, Microsoft Office, Customer Service, Sales, Direct Sales, Account Management, Cloud Computing, SaaS, Microsoft Excel, Management, Sales Management, Solution Selling, Data Center, Marketing
Education
Farmingdale State University of New York 2009 — 2011
business management
SUNY Albany 2006 — 2009
Economics
Highstreet IT Solutions, LLC August 2014 - Present
Delta Computer Group October 2012 - August 2014
John Thomas Financial March 2011 - May 2012
Skills
Proficient using..., Series 7, Series 63, Securities, Bloomberg, Financial Markets, Bonds, Investment Strategies, Hedge Funds, Capital Markets, Bloomberg Terminal, Investment Advisory, Equity Trading, Financial Advisory, Investment Management, Sales Process, Salesforce.com, Microsoft Office, Customer Service, Sales, Direct Sales, Account Management, Cloud Computing, SaaS, Microsoft Excel, Management, Sales Management, Solution Selling, Data Center, Marketing
Education
Farmingdale State University of New York 2009 — 2011
business management
SUNY Albany 2006 — 2009
Economics
John Serpin's John Thomas Financial Experience September 2010 - June 2012
Job Restaurant Owner
Industry Restaurants
Experience
Sahara restaurant June 2012 - Present
John Thomas Financial September 2010 - June 2012
Skills
Capital Markets, Equities, Finance, Financial Analysis, Investments, Portfolio Management, Risk Management, Securities, Series 63, Series 7, Options
Education
Kingsborough Community College 2006 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Kingsborough Community College
Associate's degree, Business Administration and Management, General
Sahara restaurant June 2012 - Present
John Thomas Financial September 2010 - June 2012
Skills
Capital Markets, Equities, Finance, Financial Analysis, Investments, Portfolio Management, Risk Management, Securities, Series 63, Series 7, Options
Education
Kingsborough Community College 2006 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Kingsborough Community College
Associate's degree, Business Administration and Management, General
Henk de Bruijne's John Thomas Financial Experience September 2010 - December 2011
Job Investment Banking Analyst at Burnham Securities Inc.
Industry Investment Banking
Experience
Burnham Securities Inc. June 2014 - Present
Tigress Financial Partners January 2012 - June 2014
John Thomas Financial September 2010 - December 2011
De Buck Gallery January 2010 - September 2010
Merrill Lynch May 2008 - December 2009
Skills
DCF Valuation, Leveraged Finance, LBO, Factset, Capital IQ, Competitive Analysis, Teamwork, VBA, Financial Modeling, Vlookup, Strong Interpersonal..., Business Strategy, Bloomberg Terminal, Research, Fast Learner, Market Analysis, Salesforce.com, Excel, Thomson One, Valuation, Team Oriented, Deal Closing, Electronic Trading, Employee Loyalty, Outlook, PowerPoint, Access, Dreamweaver, Morningstar, Word, Microsoft Office, Investments, Analysis, Customer Relations, Market Research, Negotiation, Problem Solving, Financial Analysis, Trading, Account Management, Asset Management, Team Building, Reuters, Netx360, High Pressure..., Microsoft Word, Asset Managment, Investment Banking, Debt & Equity Capital..., Debt & Equity Financing
Education
Pace University - Lubin School of Business 2013 — 2014
Master's Degree, Finance
Training The Street 2013 — 2013
Certificate, Essentials of Valuation and Financial Modeling
Pace University - Lubin School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance, International Business
Burnham Securities Inc. June 2014 - Present
Tigress Financial Partners January 2012 - June 2014
John Thomas Financial September 2010 - December 2011
De Buck Gallery January 2010 - September 2010
Merrill Lynch May 2008 - December 2009
Skills
DCF Valuation, Leveraged Finance, LBO, Factset, Capital IQ, Competitive Analysis, Teamwork, VBA, Financial Modeling, Vlookup, Strong Interpersonal..., Business Strategy, Bloomberg Terminal, Research, Fast Learner, Market Analysis, Salesforce.com, Excel, Thomson One, Valuation, Team Oriented, Deal Closing, Electronic Trading, Employee Loyalty, Outlook, PowerPoint, Access, Dreamweaver, Morningstar, Word, Microsoft Office, Investments, Analysis, Customer Relations, Market Research, Negotiation, Problem Solving, Financial Analysis, Trading, Account Management, Asset Management, Team Building, Reuters, Netx360, High Pressure..., Microsoft Word, Asset Managment, Investment Banking, Debt & Equity Capital..., Debt & Equity Financing
Education
Pace University - Lubin School of Business 2013 — 2014
Master's Degree, Finance
Training The Street 2013 — 2013
Certificate, Essentials of Valuation and Financial Modeling
Pace University - Lubin School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance, International Business
Charles Graham Charles Graham's John Thomas Financial Experience January 2010 - November 2011
Job Professional Fundraiser at Outreach Calling LLC
Industry Financial Services
Experience
Outreach Calling LLC January 2015 - Present
United Telecom - Verizon Wireless Premium Retailer September 2014 - December 2014
Wireless Advocates January 2014 - September 2014
Flashbanc October 2013 - November 2013
Everest Enterprises, LLC July 2013 - October 2013
New York Skyline Promotions May 2012 - March 2013
Melen, LLC January 2011 - March 2012
John Thomas Financial January 2010 - November 2011
Cablevision March 2009 - December 2009
20/20 companies January 2009 - March 2009
Skills
Social Media, Microsoft Office, Marketing, Public Relations, Microsoft Excel, Music Production, Blogging, SEO, Singing, Entertainment, Event Planning, Online Marketing, Social Networking, Sales, Public Speaking, Photoshop, Event Management, Customer Service, PowerPoint, Small Business, Strategic Planning, Leadership, New Business Development, Microsoft Word, Social Media Marketing, Outlook, Team Building, Online Advertising, Strategy, Product Marketing, Graphic Design, Product Development, Facebook, Nonprofits, Advertising, Direct Marketing, Cold Calling, Time Management, Selling, Retail
Education
John Thomas Boot Camp 2009 — 2010
series 7 & 63 financial securities licenses, Finance
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor's degree, Finance, General
linkedin
Outreach Calling LLC January 2015 - Present
United Telecom - Verizon Wireless Premium Retailer September 2014 - December 2014
Wireless Advocates January 2014 - September 2014
Flashbanc October 2013 - November 2013
Everest Enterprises, LLC July 2013 - October 2013
New York Skyline Promotions May 2012 - March 2013
Melen, LLC January 2011 - March 2012
John Thomas Financial January 2010 - November 2011
Cablevision March 2009 - December 2009
20/20 companies January 2009 - March 2009
Skills
Social Media, Microsoft Office, Marketing, Public Relations, Microsoft Excel, Music Production, Blogging, SEO, Singing, Entertainment, Event Planning, Online Marketing, Social Networking, Sales, Public Speaking, Photoshop, Event Management, Customer Service, PowerPoint, Small Business, Strategic Planning, Leadership, New Business Development, Microsoft Word, Social Media Marketing, Outlook, Team Building, Online Advertising, Strategy, Product Marketing, Graphic Design, Product Development, Facebook, Nonprofits, Advertising, Direct Marketing, Cold Calling, Time Management, Selling, Retail
Education
John Thomas Boot Camp 2009 — 2010
series 7 & 63 financial securities licenses, Finance
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor's degree, Finance, General
Andre Zdanow Andre Zdanow's John Thomas Financial Experience October 2008 - January 2009
Job Technology, Business Development, & Strategic Partnerships Executive
Industry Consumer Goods
Experience
Watsco December 2014 - Present
StadiumRed, Inc. July 2007 - Present
Quirky Inc November 2009 - August 2015
Quirky Inc June 2013 - November 2014
Zech Capital LLC September 2011 - June 2013
Charles Vista, LLC March 2009 - September 2010
kluster August 2007 - October 2009
John Thomas Financial October 2008 - January 2009
mophie December 2005 - August 2007
Bethpage Health & Relaxation Center 2003 - 2005
Skills
Public Speaking, Business Development, Strategy, Strategic Partnerships, Sales, Business Planning, Start-ups, Sales Management, New Business Development, Corporate Finance, Investment Banking, Cross-functional Team..., Product Development, E-commerce, Management, Entrepreneurship, Leadership, Venture Capital, Negotiation, Product Management, Business Strategy, Executive Management, Finance, Marketing, Strategic Planning, Competitive Analysis, Digital Marketing, Social Media, Mentoring, User Experience, User Interface, Product Marketing, Agile Project Management, Software Product..., Equities, Marketing Strategy, Internet of Things, Direct Sales, Process Improvement, Connected Devices, Retail, Trading, Social Media Marketing, General Awesomeness, B2B, NetSuite, Corporate Development
Education
Long Island University, C.W. Post Campus 2003 — 2008
Bachelor’s Degree, International Business
Millersburg Military Academy
High School
Portledge
Watsco December 2014 - Present
StadiumRed, Inc. July 2007 - Present
Quirky Inc November 2009 - August 2015
Quirky Inc June 2013 - November 2014
Zech Capital LLC September 2011 - June 2013
Charles Vista, LLC March 2009 - September 2010
kluster August 2007 - October 2009
John Thomas Financial October 2008 - January 2009
mophie December 2005 - August 2007
Bethpage Health & Relaxation Center 2003 - 2005
Skills
Public Speaking, Business Development, Strategy, Strategic Partnerships, Sales, Business Planning, Start-ups, Sales Management, New Business Development, Corporate Finance, Investment Banking, Cross-functional Team..., Product Development, E-commerce, Management, Entrepreneurship, Leadership, Venture Capital, Negotiation, Product Management, Business Strategy, Executive Management, Finance, Marketing, Strategic Planning, Competitive Analysis, Digital Marketing, Social Media, Mentoring, User Experience, User Interface, Product Marketing, Agile Project Management, Software Product..., Equities, Marketing Strategy, Internet of Things, Direct Sales, Process Improvement, Connected Devices, Retail, Trading, Social Media Marketing, General Awesomeness, B2B, NetSuite, Corporate Development
Education
Long Island University, C.W. Post Campus 2003 — 2008
Bachelor’s Degree, International Business
Millersburg Military Academy
High School
Portledge
Alexander Seremetis Alexander Seremetis's John Thomas Financial Experience September 2012 - January 2013
Job Managing Director at Esquire Per Diem PLLC
Industry Venture Capital & Private Equity
Experience
Dalmore Group October 2013 - Present
Esquire Per Diem PLLC April 2013 - Present
Dalmore Group April 2013 - October 2013
John Thomas Financial September 2012 - January 2013
Mico 12 January 2011 - June 2012
Presidential Guard regiment February 2010 - November 2010
Ser-Bal Trans December 2009 - January 2010
Skills
Change Management, Data Analysis, Strategic Planning, Operations Research, Management Consulting, Logistics, Series 7, Microsoft Excel, MySQL, Apache, PHP, Investments, Economics, Financial Modeling, Trading, Investment Banking, Corporate Finance, Market Research, Portfolio Management, Valuation, VBA, Business Planning, Management, Bloomberg, Risk Management, Finance, Equities, Financial Analysis
Education
Lancaster University 2008 — 2009
Master of Science, Operational Research and Management Science
Lancaster University 2005 — 2008
Bachelor of Science, Business Studies
Dalmore Group October 2013 - Present
Esquire Per Diem PLLC April 2013 - Present
Dalmore Group April 2013 - October 2013
John Thomas Financial September 2012 - January 2013
Mico 12 January 2011 - June 2012
Presidential Guard regiment February 2010 - November 2010
Ser-Bal Trans December 2009 - January 2010
Skills
Change Management, Data Analysis, Strategic Planning, Operations Research, Management Consulting, Logistics, Series 7, Microsoft Excel, MySQL, Apache, PHP, Investments, Economics, Financial Modeling, Trading, Investment Banking, Corporate Finance, Market Research, Portfolio Management, Valuation, VBA, Business Planning, Management, Bloomberg, Risk Management, Finance, Equities, Financial Analysis
Education
Lancaster University 2008 — 2009
Master of Science, Operational Research and Management Science
Lancaster University 2005 — 2008
Bachelor of Science, Business Studies
corey monath corey monath's John Thomas Financial Experience February 2012 - August 2012
Job Financial Advisor at Cape Securities, Inc
Industry Financial Services
Experience
Cape Securities, Inc August 2012 - Present
John Thomas Financial February 2012 - August 2012
BidForMaterials.com January 2008 - 2010
Education
Suffolk County Community College 2005 — 2008
Associates, Photography, marketing, liberal arts.
Cape Securities, Inc August 2012 - Present
John Thomas Financial February 2012 - August 2012
BidForMaterials.com January 2008 - 2010
Education
Suffolk County Community College 2005 — 2008
Associates, Photography, marketing, liberal arts.
Freddy Fernandez Freddy Fernandez's John Thomas Financial Experience June 2011 - November 2011
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan May 2012 - Present
John Thomas Financial June 2011 - November 2011
E&S Cargo Inc June 2010 - June 2011
Skills
•Exceptional..., strong communication..., proficient with MS..., Financial Analysis, Equities, Investor Relations, Bloomberg, Financial Modeling, Microsoft Excel
Education
ESCEM 2009 — 2010
BA, International Business
Universidad del Norte 2005 — 2010
BA, International Business and Finance
Colegio san jose 2001 — 2005
J.P. Morgan May 2012 - Present
John Thomas Financial June 2011 - November 2011
E&S Cargo Inc June 2010 - June 2011
Skills
•Exceptional..., strong communication..., proficient with MS..., Financial Analysis, Equities, Investor Relations, Bloomberg, Financial Modeling, Microsoft Excel
Education
ESCEM 2009 — 2010
BA, International Business
Universidad del Norte 2005 — 2010
BA, International Business and Finance
Colegio san jose 2001 — 2005
Weiye (Alex) Wang Weiye (Alex) Wang's John Thomas Financial Experience January 2011 - Present
Job Equity Analyst at John Thomas Financial
Industry Investment Management
Experience
John Thomas Financial January 2011 - Present
Pace University - Lubin School of Business September 2008 - January 2011
Merrill Lynch September 2009 - December 2010
AXA Advisors July 2009 - August 2009
China Everbright Bank May 2007 - April 2008
China Galaxy Securities Company January 2007 - February 2007
Industrial and Commercial Bank of China July 2006 - August 2006
Education
Pace University - Lubin School of Business 2008 — 2011
Shanghai Institute of Foreign
BA, International Marketing
John Thomas Financial January 2011 - Present
Pace University - Lubin School of Business September 2008 - January 2011
Merrill Lynch September 2009 - December 2010
AXA Advisors July 2009 - August 2009
China Everbright Bank May 2007 - April 2008
China Galaxy Securities Company January 2007 - February 2007
Industrial and Commercial Bank of China July 2006 - August 2006
Education
Pace University - Lubin School of Business 2008 — 2011
Shanghai Institute of Foreign
BA, International Marketing
L. C. Rogers L. C. Rogers's John Thomas Financial Experience January 2008 - 2010
Job Capitalist, entrepreneur, inventor, business person, creator, contractor, innovator, poet, writer and actor
Industry Venture Capital & Private Equity
Experience
Golden Glow LLC April 2005 - Present
Vivint Solar January 2014 - April 2015
Music Only Records January 2009 - January 2015
The Hood Shopping Network January 2009 - January 2015
New York Life Insurance Company January 2013 - October 2013
EKN Financial Services February 2011 - January 2012
Alador & Smith Clothing Co. January 2006 - January 2012
EKN Financial Services February 2011 - August 2011
Stadium Red Ny December 2009 - January 2011
John Thomas Financial January 2008 - 2010
Skills
Investments, Equities, Series 7, Marketing, Retirement, Series 63, Leadership, Retirement Planning, Recording, Sales, Securities, Financial Services, Fixed Annuities, Marketing Strategy, Strategic Planning, Finance, Bonds, Portfolio Management, Proposal Writing, Entertainment, Television, Financial Planning, Mutual Funds, Management, Investment Banking, Venture Capital, Private Equity, Capital Markets, IPO, Due Diligence, Sales Management, Account Management, New Business Development, Corporate Finance, Equity Trading, Strategic Financial..., Creative Direction, Business Innovation, Tenacious Work Ethic, Strategic Leadership, Team Leadership, Leadership Development, Writing, Contractual Agreements, Negotiation, People Skills, Social Listening, Public Speaking, Persuasion
Education
Briarcliffe College 2013 — 2015
Bachelor's Degree, Business Administration & Management
SBI Campus-An Affiliate of Sanford-Brown 2009 — 2011
associates, business administration - Marketing
Golden Glow LLC April 2005 - Present
Vivint Solar January 2014 - April 2015
Music Only Records January 2009 - January 2015
The Hood Shopping Network January 2009 - January 2015
New York Life Insurance Company January 2013 - October 2013
EKN Financial Services February 2011 - January 2012
Alador & Smith Clothing Co. January 2006 - January 2012
EKN Financial Services February 2011 - August 2011
Stadium Red Ny December 2009 - January 2011
John Thomas Financial January 2008 - 2010
Skills
Investments, Equities, Series 7, Marketing, Retirement, Series 63, Leadership, Retirement Planning, Recording, Sales, Securities, Financial Services, Fixed Annuities, Marketing Strategy, Strategic Planning, Finance, Bonds, Portfolio Management, Proposal Writing, Entertainment, Television, Financial Planning, Mutual Funds, Management, Investment Banking, Venture Capital, Private Equity, Capital Markets, IPO, Due Diligence, Sales Management, Account Management, New Business Development, Corporate Finance, Equity Trading, Strategic Financial..., Creative Direction, Business Innovation, Tenacious Work Ethic, Strategic Leadership, Team Leadership, Leadership Development, Writing, Contractual Agreements, Negotiation, People Skills, Social Listening, Public Speaking, Persuasion
Education
Briarcliffe College 2013 — 2015
Bachelor's Degree, Business Administration & Management
SBI Campus-An Affiliate of Sanford-Brown 2009 — 2011
associates, business administration - Marketing
Norman Jalayer Norman Jalayer's John Thomas Financial Experience March 2008 - September 2009
Job Looking for motivated individuals who strive to be a part of something special.
Industry Construction
Experience
Biltwel General Contractor Corp. November 2012 - Present
N J Capital Management Inc., October 2009 - Present
John Thomas Financial March 2008 - September 2009
Joseph Stevens & Co. January 2004 - January 2008
Ladenburg Thalmann June 1999 - September 2003
Skills
Entrepreneurship, Investments, Private Equity, Management
Education
Stony Brook University 1996 — 1999
Bachelor Busines Administration, Business Management and Accounting
Biltwel General Contractor Corp. November 2012 - Present
N J Capital Management Inc., October 2009 - Present
John Thomas Financial March 2008 - September 2009
Joseph Stevens & Co. January 2004 - January 2008
Ladenburg Thalmann June 1999 - September 2003
Skills
Entrepreneurship, Investments, Private Equity, Management
Education
Stony Brook University 1996 — 1999
Bachelor Busines Administration, Business Management and Accounting
Bryan Sharples Bryan Sharples's John Thomas Financial Experience January 2010 - May 2010
Job Security Master & Pricing Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Sea Girt Crossroads Shopping Center May 2010 - November 2013
Newport Capital Group March 2012 - July 2012
John Thomas Financial January 2010 - May 2010
Skills
Series 7, Series 63, Equities, Securities, Oracle SQL Developer, Bloomberg Terminal, Vendor Relationship..., Pricing Analysis, Reference Data, Fixed Income, Data Analysis, Derivatives, Financial Modeling
Education
Monmouth University
Fidelity Investments November 2013 - Present
Sea Girt Crossroads Shopping Center May 2010 - November 2013
Newport Capital Group March 2012 - July 2012
John Thomas Financial January 2010 - May 2010
Skills
Series 7, Series 63, Equities, Securities, Oracle SQL Developer, Bloomberg Terminal, Vendor Relationship..., Pricing Analysis, Reference Data, Fixed Income, Data Analysis, Derivatives, Financial Modeling
Education
Monmouth University
eduardo oseguera eduardo oseguera's John Thomas Financial Experience July 2010 - June 2011
Job Equity Trader at Tower Hill Trading
Industry Capital Markets
Experience
Tower Hill Trading August 2014 - Present
Ameriprise Financial April 2012 - March 2013
John Thomas Financial July 2010 - June 2011
Bright Trading August 2009 - July 2010
Hakkasan Group January 2004 - January 2010
Merrill Lynch April 2005 - March 2006
Skills
Equities, Finance, Series 7, Financial Markets, Investments, Capital Markets, Trading, Portfolio Management, Series 63, Series 65, Wealth Management, Risk Management, Fixed Income
Education
University of Nevada-Las Vegas 2004 — 2008
B.S, Finance
University of Nevada-Las Vegas 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Finance
Tower Hill Trading August 2014 - Present
Ameriprise Financial April 2012 - March 2013
John Thomas Financial July 2010 - June 2011
Bright Trading August 2009 - July 2010
Hakkasan Group January 2004 - January 2010
Merrill Lynch April 2005 - March 2006
Skills
Equities, Finance, Series 7, Financial Markets, Investments, Capital Markets, Trading, Portfolio Management, Series 63, Series 65, Wealth Management, Risk Management, Fixed Income
Education
University of Nevada-Las Vegas 2004 — 2008
B.S, Finance
University of Nevada-Las Vegas 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Finance
Russ Steward Russ Steward's John Thomas Financial Experience January 2012 - February 2013
Job Managing Director, Investment Banking at T.R. Winston & Company
Industry Investment Banking
Experience
T.R. Winston & Company April 2013 - Present
Corinthian Partners L.L.C. February 2013 - March 2013
John Thomas Financial January 2012 - February 2013
BMA Securities September 2011 - January 2012
Cresta Capital Strategies LLC April 2010 - September 2011
RJS Analytics October 2009 - April 2010
SMH Capital Inc. September 2006 - October 2009
GC Andersen Partners April 1998 - August 2006
Deutsche Bank (BT Alex. Brown) June 1997 - March 1998
Wells Fargo (Van Kasper & Company) April 1996 - September 1996
Skills
CFA, Series 7, Series 24, Series 63, Series 66, Series 79, Financial Modeling, Mergers, Business Launch, New Business Development, Capital Markets, Corporate Finance, Investment Banking, Debt Restructuring, Corporate Social..., Venture Capital, Corporate Development, Corporate Governance, Debt Management, Equities, Uniform Combined State..., Valuation, Alternative Investments, Hedge Funds, Business Valuation, Private Placements, IPO, FINRA, Equity Research, Restructuring, Chartered Financial..., Investments, Mergers & Acquisitions, High Yield, Financial Advisory, Private Equity, Due Diligence, LBO, Business Planning, Securities, Strategy, Equity Capital Markets, Leveraged Finance, Financial Structuring, Financial Markets, Fixed Income, Asset Management, Structured Finance
Education
Century University, Albuquerque, NM 2000 — 2003
Ph.D., Business Administration
UCLA Anderson School of Management 1995 — 1997
MBA, Finance/Accounting
Columbia University in the City of New York 1988 — 1992
BS, Industrial Engineering
T.R. Winston & Company April 2013 - Present
Corinthian Partners L.L.C. February 2013 - March 2013
John Thomas Financial January 2012 - February 2013
BMA Securities September 2011 - January 2012
Cresta Capital Strategies LLC April 2010 - September 2011
RJS Analytics October 2009 - April 2010
SMH Capital Inc. September 2006 - October 2009
GC Andersen Partners April 1998 - August 2006
Deutsche Bank (BT Alex. Brown) June 1997 - March 1998
Wells Fargo (Van Kasper & Company) April 1996 - September 1996
Skills
CFA, Series 7, Series 24, Series 63, Series 66, Series 79, Financial Modeling, Mergers, Business Launch, New Business Development, Capital Markets, Corporate Finance, Investment Banking, Debt Restructuring, Corporate Social..., Venture Capital, Corporate Development, Corporate Governance, Debt Management, Equities, Uniform Combined State..., Valuation, Alternative Investments, Hedge Funds, Business Valuation, Private Placements, IPO, FINRA, Equity Research, Restructuring, Chartered Financial..., Investments, Mergers & Acquisitions, High Yield, Financial Advisory, Private Equity, Due Diligence, LBO, Business Planning, Securities, Strategy, Equity Capital Markets, Leveraged Finance, Financial Structuring, Financial Markets, Fixed Income, Asset Management, Structured Finance
Education
Century University, Albuquerque, NM 2000 — 2003
Ph.D., Business Administration
UCLA Anderson School of Management 1995 — 1997
MBA, Finance/Accounting
Columbia University in the City of New York 1988 — 1992
BS, Industrial Engineering
Alan Selavka Alan Selavka's John Thomas Financial Experience October 2010 - January 2011
Job Accounts Receivable Manager at Allan S Goodman
Industry Financial Services
Experience
Allan S. Goodman, INC. July 2015 - Present
Engineering Services and Products Company April 2013 - July 2015
Eastern Account System March 2012 - March 2013
Infotrieve December 2011 - March 2012
John Thomas Financial October 2010 - January 2011
Max International Broker/Dealer Corporation February 2010 - July 2010
Delta Tau Delta Fraternity January 2008 - January 2010
Skills
QuickBooks, Asset Management, Accounts Receivable, Microsoft Office, Management, Microsoft Excel, Accounting, Asset Managment, Data Entry, Series 7, Accounts Payable, Microsoft Word, PowerPoint, Qualifying Candidates, Qualifying Prospects, Auditing, Capital Budgeting, Collections, Debt Settlement, Financial Accounting, Fundraising, Operating Budgets, Payroll, Personal Finance, Wordpress, Credit Risk, Credit Analysis, Promissory Notes, CRM
Education
Iona College 2006 — 2010
BBA, Finance
Allan S. Goodman, INC. July 2015 - Present
Engineering Services and Products Company April 2013 - July 2015
Eastern Account System March 2012 - March 2013
Infotrieve December 2011 - March 2012
John Thomas Financial October 2010 - January 2011
Max International Broker/Dealer Corporation February 2010 - July 2010
Delta Tau Delta Fraternity January 2008 - January 2010
Skills
QuickBooks, Asset Management, Accounts Receivable, Microsoft Office, Management, Microsoft Excel, Accounting, Asset Managment, Data Entry, Series 7, Accounts Payable, Microsoft Word, PowerPoint, Qualifying Candidates, Qualifying Prospects, Auditing, Capital Budgeting, Collections, Debt Settlement, Financial Accounting, Fundraising, Operating Budgets, Payroll, Personal Finance, Wordpress, Credit Risk, Credit Analysis, Promissory Notes, CRM
Education
Iona College 2006 — 2010
BBA, Finance
Kevin Boyles Kevin Boyles's John Thomas Financial Experience June 2010 - May 2011
Job Inside Account Manager at SHI International Corp.
Industry Information Technology and Services
Experience
SHI International Corp. May 2011 - Present
John Thomas Financial June 2010 - May 2011
Skills
Sales, Solution Selling, Salesforce.com, Sales Process, Direct Sales, Channel Partners, Cold Calling, SaaS, Enterprise Software, Professional Services, Sales Operations
Education
East Stroudsburg University of Pennsylvania 2006 — 2010
Bachelor’s Degree, Business Management/ Economics
South Plainfield High School 2002 — 2006
SHI International Corp. May 2011 - Present
John Thomas Financial June 2010 - May 2011
Skills
Sales, Solution Selling, Salesforce.com, Sales Process, Direct Sales, Channel Partners, Cold Calling, SaaS, Enterprise Software, Professional Services, Sales Operations
Education
East Stroudsburg University of Pennsylvania 2006 — 2010
Bachelor’s Degree, Business Management/ Economics
South Plainfield High School 2002 — 2006
Brody Felchle's John Thomas Financial Experience November 2012 - June 2013
Job Account Executive at Phoenix Financial Services Inc
Industry Financial Services
Experience
Phoenix Financial Services Inc October 2014 - Present
Clark Dodge and Company / Alexander Capital June 2013 - October 2014
John Thomas Financial November 2012 - June 2013
Blackwall Capital Markets March 2012 - November 2012
New York Life Insurance Company March 2009 - August 2011
Snyder Hotels August 2006 - January 2009
Trust Risk Management Services October 2001 - August 2006
Skills
Investments, Retirement Planning, Portfolio Management, Fixed Annuities, Insurance, Life Insurance, Equities, Financial Services, Securities, Finance, Investment Strategies, Asset Allocation, Mutual Funds, Series 7, Series 63, Management
Education
Carleton College 1997 — 2001
BA
Phoenix Financial Services Inc October 2014 - Present
Clark Dodge and Company / Alexander Capital June 2013 - October 2014
John Thomas Financial November 2012 - June 2013
Blackwall Capital Markets March 2012 - November 2012
New York Life Insurance Company March 2009 - August 2011
Snyder Hotels August 2006 - January 2009
Trust Risk Management Services October 2001 - August 2006
Skills
Investments, Retirement Planning, Portfolio Management, Fixed Annuities, Insurance, Life Insurance, Equities, Financial Services, Securities, Finance, Investment Strategies, Asset Allocation, Mutual Funds, Series 7, Series 63, Management
Education
Carleton College 1997 — 2001
BA
Andrew Way Andrew Way's John Thomas Financial Experience July 2010 - October 2010
Job Senior Analyst: Retirement Group at Corporate Insight
Industry Financial Services
Experience
Corporate Insight July 2014 - Present
Corporate Insight November 2013 - July 2014
Corporate Insight June 2013 - November 2013
Corporate Insight January 2011 - June 2013
John Thomas Financial July 2010 - October 2010
Skills
Competitive Intelligence, Competitive Analysis, Qualitative Research, Editing, Investments, Marketing Research, Research, Analysis, Team Leadership, Market Research, Report Writing, Series 7, Series 63, Analytics, Business Writing, Social Media Strategist, Mobile Applications, Usability Analysis, Online Research
Education
Binghamton University 2006 — 2010
Bachelors of Science, Financial Economics
Corporate Insight July 2014 - Present
Corporate Insight November 2013 - July 2014
Corporate Insight June 2013 - November 2013
Corporate Insight January 2011 - June 2013
John Thomas Financial July 2010 - October 2010
Skills
Competitive Intelligence, Competitive Analysis, Qualitative Research, Editing, Investments, Marketing Research, Research, Analysis, Team Leadership, Market Research, Report Writing, Series 7, Series 63, Analytics, Business Writing, Social Media Strategist, Mobile Applications, Usability Analysis, Online Research
Education
Binghamton University 2006 — 2010
Bachelors of Science, Financial Economics
Alexander Shindnes's John Thomas Financial Experience January 2012 - November 2012
Job Bank of America VP Corporate FSA
Industry Investment Management
Experience
Merrill Edge May 2014 - Present
Merrill Edge December 2012 - May 2014
John Thomas Financial January 2012 - November 2012
Pfizer January 2011 - January 2012
Dow Jones September 2010 - January 2011
Dow Jones Indexes May 2010 - September 2010
TD Bank June 2008 - September 2008
Skills
VBA, SAS programming, Bloomberg Terminal, Microsoft Excel, Sales, Equity Research, Financial Planners, Customer Service, Investments, Equities, Mutual Funds
Education
Arcadia University 2006 — 2010
BA, Math and Finance
City University London 2006 — 2006
Merrill Edge May 2014 - Present
Merrill Edge December 2012 - May 2014
John Thomas Financial January 2012 - November 2012
Pfizer January 2011 - January 2012
Dow Jones September 2010 - January 2011
Dow Jones Indexes May 2010 - September 2010
TD Bank June 2008 - September 2008
Skills
VBA, SAS programming, Bloomberg Terminal, Microsoft Excel, Sales, Equity Research, Financial Planners, Customer Service, Investments, Equities, Mutual Funds
Education
Arcadia University 2006 — 2010
BA, Math and Finance
City University London 2006 — 2006
Chris Turi's John Thomas Financial Experience June 2007 - December 2007
Job Entrepreneur
Industry Financial Services
Experience
Bark Ave Dog Walkers, LLC May 2011 - Present
TD Wealth Management July 2009 - December 2011
Commerce Bank Asset Management March 2008 - July 2009
John Thomas Financial June 2007 - December 2007
Enterprise Rent-A-Car June 2006 - December 2006
Alba Comp December 2005 - December 2006
Skills
Series 7, Series 63, Mutual Funds, Bonds, Bloomberg, Stocks, Portfolio Management, Strategic Financial..., Investments, Business Development, Alternative Investments, Financial Analysis, Financial Modeling, Equities, Asset Allocation, Management
Education
Palm Beach Atlantic University 2003 — 2005
Bachelors of Science, Business Management
University of West Florida 2001 — 2003
Bachelor of Science, Business Management
Bark Ave Dog Walkers, LLC May 2011 - Present
TD Wealth Management July 2009 - December 2011
Commerce Bank Asset Management March 2008 - July 2009
John Thomas Financial June 2007 - December 2007
Enterprise Rent-A-Car June 2006 - December 2006
Alba Comp December 2005 - December 2006
Skills
Series 7, Series 63, Mutual Funds, Bonds, Bloomberg, Stocks, Portfolio Management, Strategic Financial..., Investments, Business Development, Alternative Investments, Financial Analysis, Financial Modeling, Equities, Asset Allocation, Management
Education
Palm Beach Atlantic University 2003 — 2005
Bachelors of Science, Business Management
University of West Florida 2001 — 2003
Bachelor of Science, Business Management
Eric Fridman Eric Fridman's John Thomas Financial Experience July 2012 - March 2013
Job funder at just bee productions
Industry Marketing and Advertising
Experience
Just Bee Productions January 2015 - Present
hibu January 2014 - October 2014
John Thomas Financial July 2012 - March 2013
Ser Saludable Magazine 2010 - August 2012
Worldwide Business Opportunities, LLC 2007 - 2009
Skills
Search Engine Marketing, Social Media Marketing, Strategic Planning, Start-ups, Business Development, Series 7, Series 63, Publishing, Facebook, Languages: ..., Event Planning, SEO, Sales
Education
Ramapo College of New Jersey 2004 — 2008
•Bachelor of Arts degree, Business, Communications
Just Bee Productions January 2015 - Present
hibu January 2014 - October 2014
John Thomas Financial July 2012 - March 2013
Ser Saludable Magazine 2010 - August 2012
Worldwide Business Opportunities, LLC 2007 - 2009
Skills
Search Engine Marketing, Social Media Marketing, Strategic Planning, Start-ups, Business Development, Series 7, Series 63, Publishing, Facebook, Languages: ..., Event Planning, SEO, Sales
Education
Ramapo College of New Jersey 2004 — 2008
•Bachelor of Arts degree, Business, Communications
Paul Destocki Paul Destocki's John Thomas Financial Experience 2009 - 2010
Job Senior Account Executive at RE Wealth Advisors
Industry Capital Markets
Experience
Dominican Ministries, Inc. 2012 - Present
RE Wealth Advisors January 2015 - May 2015
Olympia Capital Markets Group 2012 - 2012
First Midwest Securities, Inc 2010 - 2010
John Thomas Financial 2009 - 2010
Ohio National Financial Services 2004 - 2008
Sherry Hitchcock Insurance 2003 - 2008
Sherry Hitchcock Insurance 2003 - 2008
Sherry Hitchcock Insurance 2003 - 2008
Skills
Management, Sales, Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop, Real Estate Investments, Strategic Investment, Commodities, Public Speaking, Entrepreneurship, Marketing, Customer Service, Social Media Marketing, Investments, Social Media, Marketing Strategy, Portfolio Management, Public Relations, Finance, Social Networking, Financial Analysis, Sales Management, Team Building, Investment Banking, Equities, Asset Management
Education
Victory Bible College
Doctor of Christian Counseling, Marriage and Family Therapy/Counseling
Victory Bible College
Master's Degree, Divinity/Ministry
Ohio University
Bachelor's Degree, Business Administration and Management, General
Ohio University
Associate's Degree, Social Sciences
Dominican Ministries, Inc. 2012 - Present
RE Wealth Advisors January 2015 - May 2015
Olympia Capital Markets Group 2012 - 2012
First Midwest Securities, Inc 2010 - 2010
John Thomas Financial 2009 - 2010
Ohio National Financial Services 2004 - 2008
Sherry Hitchcock Insurance 2003 - 2008
Sherry Hitchcock Insurance 2003 - 2008
Sherry Hitchcock Insurance 2003 - 2008
Skills
Management, Sales, Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop, Real Estate Investments, Strategic Investment, Commodities, Public Speaking, Entrepreneurship, Marketing, Customer Service, Social Media Marketing, Investments, Social Media, Marketing Strategy, Portfolio Management, Public Relations, Finance, Social Networking, Financial Analysis, Sales Management, Team Building, Investment Banking, Equities, Asset Management
Education
Victory Bible College
Doctor of Christian Counseling, Marriage and Family Therapy/Counseling
Victory Bible College
Master's Degree, Divinity/Ministry
Ohio University
Bachelor's Degree, Business Administration and Management, General
Ohio University
Associate's Degree, Social Sciences
Maxim Rickelman's John Thomas Financial Experience January 2010 - August 2010
Job Finance
Industry Financial Services
Experience
QUASAR TRADING, LLC June 2014 - Present
UBS June 2013 - May 2014
Merrill Lynch January 2011 - June 2013
John Thomas Financial January 2010 - August 2010
Merrill Lynch June 2007 - May 2009
Education
Rutgers University-New Brunswick 2005 — 2009
Bachelor's degree, Economics
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BS, Economics, Statistics
QUASAR TRADING, LLC June 2014 - Present
UBS June 2013 - May 2014
Merrill Lynch January 2011 - June 2013
John Thomas Financial January 2010 - August 2010
Merrill Lynch June 2007 - May 2009
Education
Rutgers University-New Brunswick 2005 — 2009
Bachelor's degree, Economics
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BS, Economics, Statistics
Nicholas Gwiazda's John Thomas Financial Experience September 2012 - December 2012
Job Director of Advertorial Sales at Newsweek
Industry Marketing and Advertising
Experience
Newsweek May 2014 - Present
IBT Media March 2013 - January 2015
Wall Street Playbook March 2014 - May 2014
wochit January 2013 - March 2013
Gweezy Capital July 2011 - March 2013
John Thomas Financial September 2012 - December 2012
Benzinga 2011 - July 2012
The Hardware City Journal February 2012 - May 2012
Voya Financial September 2011 - January 2012
Penske Truck Leasing January 2010 - June 2011
Skills
Lead Generation, Advertising Sales, Sales, Salesforce.com, Business Development, Facebook, Social Media, Economics, SEO, Editing, Social Networking, Web Analytics, Google Analytics, Publishing, Copy Editing, Brand Development, Investments, Web Editing, Mobile Advertising, Native Advertising, Social Media Marketing
Education
The University of Connecticut 2006 — 2010
Bachelor of Science, Finance
The University of Connecticut School of Business 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Newsweek May 2014 - Present
IBT Media March 2013 - January 2015
Wall Street Playbook March 2014 - May 2014
wochit January 2013 - March 2013
Gweezy Capital July 2011 - March 2013
John Thomas Financial September 2012 - December 2012
Benzinga 2011 - July 2012
The Hardware City Journal February 2012 - May 2012
Voya Financial September 2011 - January 2012
Penske Truck Leasing January 2010 - June 2011
Skills
Lead Generation, Advertising Sales, Sales, Salesforce.com, Business Development, Facebook, Social Media, Economics, SEO, Editing, Social Networking, Web Analytics, Google Analytics, Publishing, Copy Editing, Brand Development, Investments, Web Editing, Mobile Advertising, Native Advertising, Social Media Marketing
Education
The University of Connecticut 2006 — 2010
Bachelor of Science, Finance
The University of Connecticut School of Business 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Henry Kats's John Thomas Financial Experience February 2011 - August 2011
Job Cablevision, Direct Sales
Industry Broadcast Media
Experience
Cablevision January 2012 - Present
John Thomas Financial February 2011 - August 2011
National Securities Corporation May 2010 - February 2011
GLYS LLC December 2004 - May 2008
Skills
Alternative Investments, Asset Management, Equities, Investments, Marketing, Fixed Income, Mutual Funds, Retirement Planning, Securities, Series 7, Strategic Financial..., Trading, Wealth Management, Account Management, Asset Allocation, Cold Calling, Customer Service, Finance, Financial Planning, Financial Services, Portfolio Management, Relationship Management, Sales, Sales Operations, Series 63, Team Building, Team Leadership, Telecommunications, Direct Sales, Sales Management, Sales Process, Customer Retention, Social Media, Social Networking, Online Advertising, Solution Selling
Education
City University of New York-College of Staten Island 2004 — 2009
Marketing, Marketing
Cablevision January 2012 - Present
John Thomas Financial February 2011 - August 2011
National Securities Corporation May 2010 - February 2011
GLYS LLC December 2004 - May 2008
Skills
Alternative Investments, Asset Management, Equities, Investments, Marketing, Fixed Income, Mutual Funds, Retirement Planning, Securities, Series 7, Strategic Financial..., Trading, Wealth Management, Account Management, Asset Allocation, Cold Calling, Customer Service, Finance, Financial Planning, Financial Services, Portfolio Management, Relationship Management, Sales, Sales Operations, Series 63, Team Building, Team Leadership, Telecommunications, Direct Sales, Sales Management, Sales Process, Customer Retention, Social Media, Social Networking, Online Advertising, Solution Selling
Education
City University of New York-College of Staten Island 2004 — 2009
Marketing, Marketing
Richard Olsson Richard Olsson's John Thomas Financial Experience February 2012 - June 2012
Job Financial Professional at Northeast Planning Corporation
Industry Financial Services
Experience
Northeast Planning Corporation February 2015 - Present
PFS September 2013 - February 2015
John Thomas Financial February 2012 - June 2012
Einhorns Florist 2012 - 2012
Skills
Marketing Communications, Corporate Communications, Sales, Sales Management, Prospect Research, Qualifying Prospects, Sales Prospecting, Phone Skills, Personal Finance, Series 7, Series 63, Finance, Investments
Education
Roger Williams University 2007 — 2011
Bachelor's of Arts
Roger Williams University 2007 — 2011
Bachelors of Arts
Scotch Plains-Fanwood High School 2003 — 2007
Northeast Planning Corporation February 2015 - Present
PFS September 2013 - February 2015
John Thomas Financial February 2012 - June 2012
Einhorns Florist 2012 - 2012
Skills
Marketing Communications, Corporate Communications, Sales, Sales Management, Prospect Research, Qualifying Prospects, Sales Prospecting, Phone Skills, Personal Finance, Series 7, Series 63, Finance, Investments
Education
Roger Williams University 2007 — 2011
Bachelor's of Arts
Roger Williams University 2007 — 2011
Bachelors of Arts
Scotch Plains-Fanwood High School 2003 — 2007
Keith M. Heaney's John Thomas Financial Experience July 2010 - November 2011
Job Manager of International Sales
Industry Logistics and Supply Chain
Experience
DHL April 2013 - Present
Creative Financial Group of NJ January 2012 - January 2013
John Thomas Financial July 2010 - November 2011
Education
Wagner College 2007 — 2010
Bachelors: Business Administration, Finance & Business Managment
Lafayette College 2006 — 2007
Middletown High School South 2002 — 2006
DHL April 2013 - Present
Creative Financial Group of NJ January 2012 - January 2013
John Thomas Financial July 2010 - November 2011
Education
Wagner College 2007 — 2010
Bachelors: Business Administration, Finance & Business Managment
Lafayette College 2006 — 2007
Middletown High School South 2002 — 2006
Paul Dai (P.dai@realstaffing.com)'s John Thomas Financial Experience 2009 - 2010
Job 20+ Contract Biometric Vacancies!!! $$$ for your Referrals!
Industry Pharmaceuticals
Experience
Real Staffing Group, a SThree company November 2011 - Present
Huxley Associates, a SThree company 2011 - November 2011
John Thomas Financial 2009 - 2010
Skills
Series 7, Series 63, SAS, SAS programming, CDISC, Pharmaceuticals, Biotechnology, Contract Recruitment, Biostatistics, Clinical Research, Data Management, Clinical Data Management, Statistics, Clinical Trials, CRO, Clinical Development, Pharmaceutical Industry, Analytics, Recruiting, Oncology, Quality Assurance, GCP
Education
Bentley University 2002 — 2006
Bachelor of Science (B.S.), Finance and Financial Management Services
Real Staffing Group, a SThree company November 2011 - Present
Huxley Associates, a SThree company 2011 - November 2011
John Thomas Financial 2009 - 2010
Skills
Series 7, Series 63, SAS, SAS programming, CDISC, Pharmaceuticals, Biotechnology, Contract Recruitment, Biostatistics, Clinical Research, Data Management, Clinical Data Management, Statistics, Clinical Trials, CRO, Clinical Development, Pharmaceutical Industry, Analytics, Recruiting, Oncology, Quality Assurance, GCP
Education
Bentley University 2002 — 2006
Bachelor of Science (B.S.), Finance and Financial Management Services
Jorge Leal Jorge Leal's John Thomas Financial Experience 2011 - 2013
Job Senior Trader at FabExchange, Inc.
Industry Electrical/Electronic Manufacturing
Experience
FabExchange, Inc. December 2014 - Present
FabExchange, Inc. June 2014 - December 2014
Lewis & Clark February 2013 - March 2014
Consulting & Testing Services, Inc. January 2011 - January 2013
John Thomas Financial 2011 - 2013
Morningstar Investor Training September 2010 - February 2011
Skills
Teamwork, Team Building, Management, Financial Analysis, Finance, Sales Management, Business Development, Leadership, Strategic Planning, Investments, Business Strategy, Customer Service, Business Analysis, Sales, Analysis, Time Management, Project Management, Marketing, Valuation, Securities, Social Media Marketing, Market Research, Financial Modeling, Event Planning, Real Estate, Social Media, Manufacturing, New Business Development, Account Management, Data Analysis
Education
University of South Florida 2007 — 2009
Bachelors, Finance
University of South Florida 2007 — 2009
Bachelor's degree, Business Administration and Management, General
H.B. Plant High School
FabExchange, Inc. December 2014 - Present
FabExchange, Inc. June 2014 - December 2014
Lewis & Clark February 2013 - March 2014
Consulting & Testing Services, Inc. January 2011 - January 2013
John Thomas Financial 2011 - 2013
Morningstar Investor Training September 2010 - February 2011
Skills
Teamwork, Team Building, Management, Financial Analysis, Finance, Sales Management, Business Development, Leadership, Strategic Planning, Investments, Business Strategy, Customer Service, Business Analysis, Sales, Analysis, Time Management, Project Management, Marketing, Valuation, Securities, Social Media Marketing, Market Research, Financial Modeling, Event Planning, Real Estate, Social Media, Manufacturing, New Business Development, Account Management, Data Analysis
Education
University of South Florida 2007 — 2009
Bachelors, Finance
University of South Florida 2007 — 2009
Bachelor's degree, Business Administration and Management, General
H.B. Plant High School
David Sedrak David Sedrak's John Thomas Financial Experience 2009 - 2009
Job Senior Registered Associate at UBS Wealth Management
Industry Investment Management
Experience
UBS August 2015 - Present
UBS June 2015 - Present
First Investors December 2014 - Present
Black Book Capital January 2013 - Present
Charles Vista, LLC May 2010 - May 2012
Nordstrom November 2009 - January 2010
Amerivator Systems Corporation July 2007 - August 2009
John Thomas Financial 2009 - 2009
Skills
Sales, Microsoft Office, Recruitment Training, Spanish, Investments, Microsoft Excel, Investment Banking, Marketing, Hold Series 7, Life Insurance Agent, Social Networking, Access, Portfolio Management, PowerPoint, Finance, Human Resources, Sales Operations, Hold Series 63, Proficient on PC & Mac, Egyptian Arabic, AutoCAD, Financial Analysis, Management, Microsoft Word, Public Speaking, Research, Social Media, Equities, Fixed Income, Financial Modeling, Securities, Valuation
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Business Economics
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Business Economics
UBS August 2015 - Present
UBS June 2015 - Present
First Investors December 2014 - Present
Black Book Capital January 2013 - Present
Charles Vista, LLC May 2010 - May 2012
Nordstrom November 2009 - January 2010
Amerivator Systems Corporation July 2007 - August 2009
John Thomas Financial 2009 - 2009
Skills
Sales, Microsoft Office, Recruitment Training, Spanish, Investments, Microsoft Excel, Investment Banking, Marketing, Hold Series 7, Life Insurance Agent, Social Networking, Access, Portfolio Management, PowerPoint, Finance, Human Resources, Sales Operations, Hold Series 63, Proficient on PC & Mac, Egyptian Arabic, AutoCAD, Financial Analysis, Management, Microsoft Word, Public Speaking, Research, Social Media, Equities, Fixed Income, Financial Modeling, Securities, Valuation
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Business Economics
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Business Economics
Martin Nally's John Thomas Financial Experience May 2012 - August 2012
Job Compliance Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2015 - Present
State Street March 2013 - April 2015
Brown Brothers Harriman August 2012 - March 2013
John Thomas Financial May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Lexis, Bloomberg, Bloomberg Terminal, prime compliance suite, World Check, international..., Presentations, Training, Financial Reporting, Anti Money Laundering, Client Research, Bank Secrecy Act, USA PATRIOT Act, Social Media, Microsoft Word, Research, Cold Calling, PowerPoint, Outlook, Analysis, Customer Service, Foreign Exchange, Financial Analysis, Derivatives, Databases, Start-ups, Sales, Investments, Trading, OFAC, Economic Sanctions, Risk Management, Financial Risk
Education
Roger Williams University 2008 — 2012
Finance, Business
Universidad de Granada 2011 — 2011
Study Abroad Core Concentration, Spanish
Sun Life Financial June 2015 - Present
State Street March 2013 - April 2015
Brown Brothers Harriman August 2012 - March 2013
John Thomas Financial May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Lexis, Bloomberg, Bloomberg Terminal, prime compliance suite, World Check, international..., Presentations, Training, Financial Reporting, Anti Money Laundering, Client Research, Bank Secrecy Act, USA PATRIOT Act, Social Media, Microsoft Word, Research, Cold Calling, PowerPoint, Outlook, Analysis, Customer Service, Foreign Exchange, Financial Analysis, Derivatives, Databases, Start-ups, Sales, Investments, Trading, OFAC, Economic Sanctions, Risk Management, Financial Risk
Education
Roger Williams University 2008 — 2012
Finance, Business
Universidad de Granada 2011 — 2011
Study Abroad Core Concentration, Spanish
Philip Dobbin's John Thomas Financial Experience June 2009 - October 2009
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA May 2011 - Present
JPMorgan Chase November 2009 - January 2011
John Thomas Financial June 2009 - October 2009
Skills
Series 7, Fixed Annuities, Strategic Financial..., Financial Analysis, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investment Strategies, Investments, Financial Advisory, Securities, Retirement, Uniform Combined State..., Financial Planning
Education
University of Arizona 2014 — 2015
Master of Business Administration (M.B.A.)
Arizona State University 2005 — 2008
BS, Economics
Boston University
Certificate in Financial Planning
USAA May 2011 - Present
JPMorgan Chase November 2009 - January 2011
John Thomas Financial June 2009 - October 2009
Skills
Series 7, Fixed Annuities, Strategic Financial..., Financial Analysis, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investment Strategies, Investments, Financial Advisory, Securities, Retirement, Uniform Combined State..., Financial Planning
Education
University of Arizona 2014 — 2015
Master of Business Administration (M.B.A.)
Arizona State University 2005 — 2008
BS, Economics
Boston University
Certificate in Financial Planning
Stanley Jean's John Thomas Financial Experience December 2010 - January 2011
Job Hospital Corpsman at Walter Reed Army Medical Center
Industry Human Resources
Experience
Walter Reed Army Medical Center January 2013 - Present
US Navy June 2012 - Present
Walt Whittman Middle School February 2012 - Present
Working Families Party October 2011 - November 2011
John Thomas Financial December 2010 - January 2011
Skills
Active Listening, Social Perceptiveness, SpeakingTime Management, Critical Thinking, Judgment and Decision..., Reading Comprehension, Writing, Complex Problem Solving, Coordination, Accommodation Strategies, Separation Strategies, Argot, Verlan, Translation, Computer savvy
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master of Business Administration (M.B.A.), Business/Commerce, General
City University of New York-Brooklyn College 2010 — 2012
Bachelor of Arts (BA), Communication, General
Walter Reed Army Medical Center January 2013 - Present
US Navy June 2012 - Present
Walt Whittman Middle School February 2012 - Present
Working Families Party October 2011 - November 2011
John Thomas Financial December 2010 - January 2011
Skills
Active Listening, Social Perceptiveness, SpeakingTime Management, Critical Thinking, Judgment and Decision..., Reading Comprehension, Writing, Complex Problem Solving, Coordination, Accommodation Strategies, Separation Strategies, Argot, Verlan, Translation, Computer savvy
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master of Business Administration (M.B.A.), Business/Commerce, General
City University of New York-Brooklyn College 2010 — 2012
Bachelor of Arts (BA), Communication, General
Johnny Quest Evans III Johnny Quest Evans III's John Thomas Financial Experience November 2010 - July 2011
Job Associate Partner at The Ahsha Group
Industry Research
Experience
The Ahsha Group May 2014 - Present
Vikas Capital Management August 2011 - Present
John Thomas Financial November 2010 - July 2011
Quantum E Q September 2009 - November 2010
PFGBEST January 2006 - May 2009
Vexodus January 2002 - March 2006
Skills
Equities, Alternative Investments, Trading, Wealth Management, Commodity, Asset Managment, Investments, Venture Capital, Entrepreneurship, Business Development, Hedge Funds, Portfolio Management, Valuation, Derivatives, Options, Capital Markets, Investment Banking, Financial Markets, Fixed Income, Hedging, Technical Analysis, Trading Systems, FX Options, Series 7, Bonds, Securities, Trading Strategies, Private Equity, Electronic Trading, FX trading, Emerging Markets, Equity Trading, Emotional Intelligence, Foreign Exchange, Proprietary Trading, Investment Strategies, Currency, Corporate Finance, Investment Management, Equity Research, Bloomberg, IPO, Funding, Options Strategies, Asset Management
Education
Insurance & Securities School of 2006 — 2008
International Technological University
BA, Computer Science
The Ahsha Group May 2014 - Present
Vikas Capital Management August 2011 - Present
John Thomas Financial November 2010 - July 2011
Quantum E Q September 2009 - November 2010
PFGBEST January 2006 - May 2009
Vexodus January 2002 - March 2006
Skills
Equities, Alternative Investments, Trading, Wealth Management, Commodity, Asset Managment, Investments, Venture Capital, Entrepreneurship, Business Development, Hedge Funds, Portfolio Management, Valuation, Derivatives, Options, Capital Markets, Investment Banking, Financial Markets, Fixed Income, Hedging, Technical Analysis, Trading Systems, FX Options, Series 7, Bonds, Securities, Trading Strategies, Private Equity, Electronic Trading, FX trading, Emerging Markets, Equity Trading, Emotional Intelligence, Foreign Exchange, Proprietary Trading, Investment Strategies, Currency, Corporate Finance, Investment Management, Equity Research, Bloomberg, IPO, Funding, Options Strategies, Asset Management
Education
Insurance & Securities School of 2006 — 2008
International Technological University
BA, Computer Science
Orr Cooks's John Thomas Financial Experience October 2008 - July 2009
Job Sr. Regional Sales Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - January 2015
Ameriprise Financial Services, Inc. February 2014 - May 2014
Ameriprise Financial Services, Inc. March 2013 - January 2014
Ameriprise Financial Services, Inc. October 2009 - March 2013
John Thomas Financial. October 2008 - July 2009
Skills
Sales Management, Leadership, Sales, Retirement, Leadership Development, Business Efficiency, Client Aquisition, Business Development, Business Coaching
Education
University of Kansas
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - January 2015
Ameriprise Financial Services, Inc. February 2014 - May 2014
Ameriprise Financial Services, Inc. March 2013 - January 2014
Ameriprise Financial Services, Inc. October 2009 - March 2013
John Thomas Financial. October 2008 - July 2009
Skills
Sales Management, Leadership, Sales, Retirement, Leadership Development, Business Efficiency, Client Aquisition, Business Development, Business Coaching
Education
University of Kansas
Jeffrey Lyon Jeffrey Lyon's John Thomas Financial Experience February 2008 - January 2009
Job People and Culture at Quirky
Industry Consumer Goods
Experience
Quirky September 2013 - June 2015
Joseph Gunnar & Co, LLC September 2011 - August 2013
Charles Vista January 2009 - August 2011
John Thomas Financial February 2008 - January 2009
Arb Oil member NYMEX 2000 - 2006
Skills
Financial Risk, Private Equity, Investments, Investment Banking, Equities, Trading, Alternative Investments, Due Diligence, Asset Management, Wealth Management, Brokerage, Series 63, Hedge Funds, Fixed Income, Portfolio Management, Securities, Series 7, Venture Capital, Commodity, Capital Markets, Equity Trading, Hedging, Options, Investment Strategies, FINRA, Financial Analysis, Financial Modeling, Bonds, Finance, Bloomberg, Valuation, Financial Markets, Investment Advisory, Derivatives, Asset Allocation, Equity Research, Private Placements, Funding, Technical Analysis, Stocks, Commodity Markets, ETFs, Mutual Funds, Corporate Finance, Financial Advisory, Strategic Financial..., Financial Planning
Education
City University of New York-College of Staten Island 2000 — 2004
Bachelor, Business
East Stroudsburg University of Pennsylvania 1998 — 2000
None, Sports Medicine
Quirky September 2013 - June 2015
Joseph Gunnar & Co, LLC September 2011 - August 2013
Charles Vista January 2009 - August 2011
John Thomas Financial February 2008 - January 2009
Arb Oil member NYMEX 2000 - 2006
Skills
Financial Risk, Private Equity, Investments, Investment Banking, Equities, Trading, Alternative Investments, Due Diligence, Asset Management, Wealth Management, Brokerage, Series 63, Hedge Funds, Fixed Income, Portfolio Management, Securities, Series 7, Venture Capital, Commodity, Capital Markets, Equity Trading, Hedging, Options, Investment Strategies, FINRA, Financial Analysis, Financial Modeling, Bonds, Finance, Bloomberg, Valuation, Financial Markets, Investment Advisory, Derivatives, Asset Allocation, Equity Research, Private Placements, Funding, Technical Analysis, Stocks, Commodity Markets, ETFs, Mutual Funds, Corporate Finance, Financial Advisory, Strategic Financial..., Financial Planning
Education
City University of New York-College of Staten Island 2000 — 2004
Bachelor, Business
East Stroudsburg University of Pennsylvania 1998 — 2000
None, Sports Medicine
roque sosa diaz roque sosa diaz's John Thomas Financial Experience 2012 - 2012
Job Stock Broker at Olympia Capital Markets Group
Industry Financial Services
Experience
Olympia Capital Markets Group March 2013 - Present
Investors Capital January 2013 - Present
John Thomas Financial 2012 - 2012
New York Life Insurance Company August 2011 - December 2011
Anne Seggerman January 2010 - December 2011
Skills
Hold Series 7, Series 63, Life & Health Insurance..., CFA candidate
Education
Sacred Heart University 2006 — 2010
Bio-Premed
Olympia Capital Markets Group March 2013 - Present
Investors Capital January 2013 - Present
John Thomas Financial 2012 - 2012
New York Life Insurance Company August 2011 - December 2011
Anne Seggerman January 2010 - December 2011
Skills
Hold Series 7, Series 63, Life & Health Insurance..., CFA candidate
Education
Sacred Heart University 2006 — 2010
Bio-Premed
Keith Gain Keith Gain's John Thomas Financial Experience March 2009 - August 2010
Job Online advertising, Marketing, Broker
Industry Financial Services
Experience
Fleet Broker USA September 2014 - Present
Santa Monica Audi October 2011 - September 2014
Chimera Securities March 2012 - June 2013
FleetRates.com July 2011 - April 2012
John Thomas Financial March 2009 - August 2010
Echo Trade, LLC March 2009 - March 2010
Direct Financial January 2003 - January 2008
Skills
Financial Services
Education
Santa Monica College
Fleet Broker USA September 2014 - Present
Santa Monica Audi October 2011 - September 2014
Chimera Securities March 2012 - June 2013
FleetRates.com July 2011 - April 2012
John Thomas Financial March 2009 - August 2010
Echo Trade, LLC March 2009 - March 2010
Direct Financial January 2003 - January 2008
Skills
Financial Services
Education
Santa Monica College
Jessie da Silva-Sims Jessie da Silva-Sims's John Thomas Financial Experience January 2012 - July 2012
Job Account Manager at Energy Intelligence
Industry Publishing
Experience
Energy Intelligence May 2013 - Present
GlobalData July 2012 - March 2013
John Thomas Financial January 2012 - July 2012
Grand Electric Supply June 2008 - February 2012
Skills
Event Management, Business Strategy, Marketing, Competitive Analysis, Marketing Communications, Market Research, Sales, Social Networking, Microsoft Excel, Time Management, Equity Research, Budgets, Market Analysis, Business Development, New Business Development, Training, Strategic Partnerships, Statistics, Equities, Lead Generation, media, Keeping It Real, Final Cut Pro, After Effects, Strategy, Social Media Marketing, Advertising, Entertainment, Leadership, Fundraising, Management, Television, Event Planning, Video Production, Microsoft Office, Editing, Video, Film, Public Speaking, Digital Media, Film Production, PowerPoint, Creative Writing, Research, New Media, Theatre, Marketing Strategy, Writing, Microsoft Word, Acting
Education
University of California, Los Angeles 2007 — 2010
B.A., World Arts and Cultures
Energy Intelligence May 2013 - Present
GlobalData July 2012 - March 2013
John Thomas Financial January 2012 - July 2012
Grand Electric Supply June 2008 - February 2012
Skills
Event Management, Business Strategy, Marketing, Competitive Analysis, Marketing Communications, Market Research, Sales, Social Networking, Microsoft Excel, Time Management, Equity Research, Budgets, Market Analysis, Business Development, New Business Development, Training, Strategic Partnerships, Statistics, Equities, Lead Generation, media, Keeping It Real, Final Cut Pro, After Effects, Strategy, Social Media Marketing, Advertising, Entertainment, Leadership, Fundraising, Management, Television, Event Planning, Video Production, Microsoft Office, Editing, Video, Film, Public Speaking, Digital Media, Film Production, PowerPoint, Creative Writing, Research, New Media, Theatre, Marketing Strategy, Writing, Microsoft Word, Acting
Education
University of California, Los Angeles 2007 — 2010
B.A., World Arts and Cultures
Jeffrey Retmanski Jeffrey Retmanski's John Thomas Financial Experience July 2010 - November 2010
Job Operations Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
Creative Media Graphics Inc. January 2012 - July 2013
John Thomas Financial July 2010 - November 2010
Skills
Series 7, Series 63, Financial Analysis, Financial Modeling, Corporate Budgeting, Project Analysis, Fundamental Analysis, Forecasting, Financial Guidance, Corporate Finance, Regression Analysis, Microsoft Excel, Bloomberg
Education
Fairfield University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General, 4.0
Fairfield University 2006 — 2010
Bachelor of Science, Finance, Economics (minor)
BNY Mellon July 2013 - Present
Creative Media Graphics Inc. January 2012 - July 2013
John Thomas Financial July 2010 - November 2010
Skills
Series 7, Series 63, Financial Analysis, Financial Modeling, Corporate Budgeting, Project Analysis, Fundamental Analysis, Forecasting, Financial Guidance, Corporate Finance, Regression Analysis, Microsoft Excel, Bloomberg
Education
Fairfield University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General, 4.0
Fairfield University 2006 — 2010
Bachelor of Science, Finance, Economics (minor)
Bill French's John Thomas Financial Experience November 2009 - January 2010
Job eDiscovery Hosting Analyst
Industry Legal Services
Experience
Complete Discovery Source January 2012 - January 2013
TRU Staffing Partners, Inc. June 2010 - December 2010
John Thomas Financial November 2009 - January 2010
The Cowen Group June 2008 - November 2008
Skills
Relativity, Litigation Support, Legal Discovery, Recruiting, Temporary Staffing
Education
University of Maryland College Park 2005 — 2009
B.A., Criminology and Criminal Justice
Westchester Community College 2011 — 2012
ABA Accredited Paralegal Certificate, Paralegal Studies
Harrison High School 2001 — 2005
Regents Diploma, Regents Diploma
Complete Discovery Source January 2012 - January 2013
TRU Staffing Partners, Inc. June 2010 - December 2010
John Thomas Financial November 2009 - January 2010
The Cowen Group June 2008 - November 2008
Skills
Relativity, Litigation Support, Legal Discovery, Recruiting, Temporary Staffing
Education
University of Maryland College Park 2005 — 2009
B.A., Criminology and Criminal Justice
Westchester Community College 2011 — 2012
ABA Accredited Paralegal Certificate, Paralegal Studies
Harrison High School 2001 — 2005
Regents Diploma, Regents Diploma
Keith Smid Keith Smid's John Thomas Financial Experience May 2011 - August 2012
Job Sales and Marketing Associate at Highstreet IT Solutions, LLC
Industry Information Technology and Services
Experience
Highstreet IT Solutions, LLC August 2014 - Present
Delta Computer Group October 2012 - August 2014
John Thomas Financial May 2011 - August 2012
Scott F. Guber, CPA, P.C. 2006 - 2007
Skills
Proficient in Microsoft..., Strong Communication..., Telemarketing Experience, Series 7, Series 63, Investment Strategies, Equities, Investments, Fixed Annuities, Financial Services, Mutual Funds, Wealth Management, Securities, Options, Asset Allocation, Financial Advisory, Investment Advisory, Account Management, Data Center, Salesforce.com, Microsoft Office, Cloud Computing, Sales, Disaster Recovery, Professional Services, SaaS, Team Leadership, Sales Management, Sales Process, Virtualization, Strategic Partnerships, Solution Selling, Direct Sales
Education
SUNY Albany 2006 — 2010
Bachelor's degree, Economics and Business
Highstreet IT Solutions, LLC August 2014 - Present
Delta Computer Group October 2012 - August 2014
John Thomas Financial May 2011 - August 2012
Scott F. Guber, CPA, P.C. 2006 - 2007
Skills
Proficient in Microsoft..., Strong Communication..., Telemarketing Experience, Series 7, Series 63, Investment Strategies, Equities, Investments, Fixed Annuities, Financial Services, Mutual Funds, Wealth Management, Securities, Options, Asset Allocation, Financial Advisory, Investment Advisory, Account Management, Data Center, Salesforce.com, Microsoft Office, Cloud Computing, Sales, Disaster Recovery, Professional Services, SaaS, Team Leadership, Sales Management, Sales Process, Virtualization, Strategic Partnerships, Solution Selling, Direct Sales
Education
SUNY Albany 2006 — 2010
Bachelor's degree, Economics and Business
Joseph Suh's John Thomas Financial Experience January 2012 - September 2012
Job
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. April 2014 - Present
Cyrus JM Inc. April 2013 - April 2014
Olympia Capital Markets Group September 2012 - February 2013
John Thomas Financial January 2012 - September 2012
USA for UNHCR July 2011 - November 2011
Education
SUNY at Buffalo
B.A., Mental Health
JPMorgan Chase Bank, N.A. April 2014 - Present
Cyrus JM Inc. April 2013 - April 2014
Olympia Capital Markets Group September 2012 - February 2013
John Thomas Financial January 2012 - September 2012
USA for UNHCR July 2011 - November 2011
Education
SUNY at Buffalo
B.A., Mental Health
Dean Clark's John Thomas Financial Experience January 2008 - June 2009
Job Real Estate Sales Professional Specializing in Hoboken, Jersey City Downtown, Weehawken, West New York and North Bergen
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage March 2009 - Present
Northwestern Mutual 2013 - 2014
John Thomas Financial January 2008 - June 2009
Greenbaum Orecchio May 2002 - August 2003
Skills
Negotiating Contracts, Real Estate Transactions, Sales Process, Real Estate, Short Sales, Selling, Rentals, Sellers, Investment Properties, Property Management, Real Estate Development, Negotiation, Condos, Investments, Commercial Real Estate, Property, Buyers, Finance, First Time Home Buyers, Investors, Relocation, Single Family Homes, Buyer Representation, Referrals, Townhomes, Marketing, Sales
Education
William Paterson University of New Jersey 2004 — 2007
bachleor of science, finance
Lynn University 2003 — 2004
Business Finance
Coldwell Banker Residential Brokerage March 2009 - Present
Northwestern Mutual 2013 - 2014
John Thomas Financial January 2008 - June 2009
Greenbaum Orecchio May 2002 - August 2003
Skills
Negotiating Contracts, Real Estate Transactions, Sales Process, Real Estate, Short Sales, Selling, Rentals, Sellers, Investment Properties, Property Management, Real Estate Development, Negotiation, Condos, Investments, Commercial Real Estate, Property, Buyers, Finance, First Time Home Buyers, Investors, Relocation, Single Family Homes, Buyer Representation, Referrals, Townhomes, Marketing, Sales
Education
William Paterson University of New Jersey 2004 — 2007
bachleor of science, finance
Lynn University 2003 — 2004
Business Finance
Donnie Durando Donnie Durando's John Thomas Financial Experience May 2008 - June 2013
Job Investment Banker
Industry Financial Services
Experience
John Thomas Financial May 2008 - June 2013
Countrywide Home Loans March 2004 - December 2007
Skills
Series 7, Series 63, Securities, Alternative Investments, Asset Allocation, Asset Management
Education
Marist College
Business, Finance
John Thomas Financial May 2008 - June 2013
Countrywide Home Loans March 2004 - December 2007
Skills
Series 7, Series 63, Securities, Alternative Investments, Asset Allocation, Asset Management
Education
Marist College
Business, Finance
Ashley Ron Ashley Ron's John Thomas Financial Experience June 2008 - June 2010
Job Business Development at A2 Access
Industry Financial Services
Experience
A2 Access May 2014 - Present
SAC Capital February 2012 - May 2014
International Value Advisers August 2010 - May 2011
John Thomas Financial June 2008 - June 2010
House of Commons April 2007 - September 2007
Skills
Hedge Funds, Securities, Equities, Trading, Due Diligence, Series 7, Onboarding, Building Relationships, Relationship Management, C-Level Relationships, Originations, Cost Saving Initiatives, Superior Client Service, Event Planning, Compliance, Compliance Regulations, Securities Regulation, Brokerage, Mutual Funds, Policy, External Audit, Bloomberg, Roadshows, Conferences, Client Services, Valuation, Fixed Income, Financial Modeling, Capital Markets, Derivatives, Equity Research, Management
Education
Bryn Mawr College 2004 — 2008
Bachelor of Arts
London School of Economics and Political Science 2006 — 2007
A2 Access May 2014 - Present
SAC Capital February 2012 - May 2014
International Value Advisers August 2010 - May 2011
John Thomas Financial June 2008 - June 2010
House of Commons April 2007 - September 2007
Skills
Hedge Funds, Securities, Equities, Trading, Due Diligence, Series 7, Onboarding, Building Relationships, Relationship Management, C-Level Relationships, Originations, Cost Saving Initiatives, Superior Client Service, Event Planning, Compliance, Compliance Regulations, Securities Regulation, Brokerage, Mutual Funds, Policy, External Audit, Bloomberg, Roadshows, Conferences, Client Services, Valuation, Fixed Income, Financial Modeling, Capital Markets, Derivatives, Equity Research, Management
Education
Bryn Mawr College 2004 — 2008
Bachelor of Arts
London School of Economics and Political Science 2006 — 2007
Tony Yoon's John Thomas Financial Experience September 2009 - February 2010
Job Licensed Real Estate Sales Person at Citi Habitats
Industry Banking
Experience
Citi Habitats January 2014 - Present
JPMorgan Chase June 2010 - February 2012
John Thomas Financial September 2009 - February 2010
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Retail Banking, Small Business Lending, Loan Origination, Mortgage Banking, Series 63, Lines Of Credit, Financial Services, Investments, Series 7, Real Estate Sales...
Education
Zhejiang University 2012 — 2013
Non-degree, Chinese Language and Culture
Stony Brook University 2007 — 2009
Bachelor of Science (BS), Psychology
State University of New York at Binghamton 2005 — 2007
Citi Habitats January 2014 - Present
JPMorgan Chase June 2010 - February 2012
John Thomas Financial September 2009 - February 2010
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Retail Banking, Small Business Lending, Loan Origination, Mortgage Banking, Series 63, Lines Of Credit, Financial Services, Investments, Series 7, Real Estate Sales...
Education
Zhejiang University 2012 — 2013
Non-degree, Chinese Language and Culture
Stony Brook University 2007 — 2009
Bachelor of Science (BS), Psychology
State University of New York at Binghamton 2005 — 2007
Joshua Melchor Joshua Melchor's John Thomas Financial Experience May 2012 - August 2012
Job Entrepreneur & Investor
Industry Financial Services
Experience
Allied Wealth Partners September 2012 - Present
John Thomas Financial May 2012 - August 2012
UBS Wealth Management September 2011 - May 2012
The Vitamin Shoppe June 2010 - August 2011
Murray Hill Associates, Inc June 2011 - June 2011
Frame A Coin August 2009 - May 2010
Skills
Financial Planning, Financial Modeling, Investments, Equities, Bond Markets, Mutual Funds, Options Strategies, 529 Plans, Hold Series 7, Series 7, Series 66, Hold Series 66, Entrepreneurship, Morningstar, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Highly motivated..., Strategic Financial..., Investment Management, Portfolio Management, Finance, Securities, Asset Allocation, Life Insurance, Insurance, Financial Services, Uniform Combined State...
Education
Fairleigh Dickinson University-Florham Campus 2014 — 2016
Certified Financial Planner Qualification(s), Financial Planning and Services - CFP
Fairleigh Dickinson University 2008 — 2012
Bachelor's Degree, Entrepreneurial Studies, 3.6
Belvidere High School 2004 — 2008
Diploma
Allied Wealth Partners September 2012 - Present
John Thomas Financial May 2012 - August 2012
UBS Wealth Management September 2011 - May 2012
The Vitamin Shoppe June 2010 - August 2011
Murray Hill Associates, Inc June 2011 - June 2011
Frame A Coin August 2009 - May 2010
Skills
Financial Planning, Financial Modeling, Investments, Equities, Bond Markets, Mutual Funds, Options Strategies, 529 Plans, Hold Series 7, Series 7, Series 66, Hold Series 66, Entrepreneurship, Morningstar, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Highly motivated..., Strategic Financial..., Investment Management, Portfolio Management, Finance, Securities, Asset Allocation, Life Insurance, Insurance, Financial Services, Uniform Combined State...
Education
Fairleigh Dickinson University-Florham Campus 2014 — 2016
Certified Financial Planner Qualification(s), Financial Planning and Services - CFP
Fairleigh Dickinson University 2008 — 2012
Bachelor's Degree, Entrepreneurial Studies, 3.6
Belvidere High School 2004 — 2008
Diploma
Eric Mirman's John Thomas Financial Experience February 2012 - February 2013
Job Founder at Orbis Transportation
Industry Investment Banking
Experience
Orbis Transportation March 2014 - Present
T. R. Winston & Company April 2013 - February 2014
John Thomas Financial February 2012 - February 2013
JPMorgan Chase 2010 - February 2012
Cresta Capital Strategies, LLC October 2006 - 2010
GUNNALLEN FINANCIAL, INC April 2005 - October 2006
Sigma Alpha Mu 1991 - 1995
Skills
Equities, Mergers & Acquisitions, Mergers, Strategy, Corporate Finance, Finance, Start-ups, Investment Banking, Investments, Business Development, Entrepreneurship, Banking, Trading, Business Planning, Private Equity, Asset Management, Venture Capital, Management, Due Diligence, Portfolio Management, Valuation, Loans, Capital Markets, Financial Modeling, Leadership, Private Placements
Education
University at Buffalo 1990 — 1994
Orbis Transportation March 2014 - Present
T. R. Winston & Company April 2013 - February 2014
John Thomas Financial February 2012 - February 2013
JPMorgan Chase 2010 - February 2012
Cresta Capital Strategies, LLC October 2006 - 2010
GUNNALLEN FINANCIAL, INC April 2005 - October 2006
Sigma Alpha Mu 1991 - 1995
Skills
Equities, Mergers & Acquisitions, Mergers, Strategy, Corporate Finance, Finance, Start-ups, Investment Banking, Investments, Business Development, Entrepreneurship, Banking, Trading, Business Planning, Private Equity, Asset Management, Venture Capital, Management, Due Diligence, Portfolio Management, Valuation, Loans, Capital Markets, Financial Modeling, Leadership, Private Placements
Education
University at Buffalo 1990 — 1994
Chris Vasquez's John Thomas Financial Experience September 2008 - November 2008
Job VP Premier Relationship Mgr at HSBC
Industry Banking
Experience
HSBC October 2013 - Present
JPMorgan Chase March 2009 - October 2013
John Thomas Financial September 2008 - November 2008
National Securities November 2007 - September 2008
Manhattan Mini Storage March 2002 - January 2007
Skills
Series 63, Series 7, Investments, Equities, Portfolio Management, Banking, Mutual Funds, Securities, Financial Analysis, Bonds, Valuation, Finance, Financial Markets, Credit, Financial Services, Retail Banking, Mortgage Lending
Education
Borough of Manhattan Community College
Associate of Arts, Business Administration
miami coral park
HSBC October 2013 - Present
JPMorgan Chase March 2009 - October 2013
John Thomas Financial September 2008 - November 2008
National Securities November 2007 - September 2008
Manhattan Mini Storage March 2002 - January 2007
Skills
Series 63, Series 7, Investments, Equities, Portfolio Management, Banking, Mutual Funds, Securities, Financial Analysis, Bonds, Valuation, Finance, Financial Markets, Credit, Financial Services, Retail Banking, Mortgage Lending
Education
Borough of Manhattan Community College
Associate of Arts, Business Administration
miami coral park
Salvatore DiPrima's John Thomas Financial Experience November 2010 - May 2012
Job Branch Operations Manager at National Securities
Industry Financial Services
Experience
Knights of Columbus October 2012 - January 2014
John Thomas Financial November 2010 - May 2012
National Securities November 2009 - October 2010
UBS October 2008 - November 2009
Montauk Financial Group April 2000 - January 2008
Skills
Series 7, Word, Excel, Microsoft Office, PowerPoint, Series 99, Microsoft Word, NJ Life Producer..., NJ Accident & Health..., Customer Service, Management, Securities, Training, Microsoft Excel, Insurance, Finance, Sales, Leadership, Risk Management, Teamwork, Mutual Funds, Financial Services, Trading, Human Resources, Investments, Wealth Management, Financial Analysis, Retirement Planning, Banking, Strategic Financial..., Portfolio Management, Financial Planning
Education
Kingsborough Community College
AAS, Business Administration
Franklin Delano Roosevelt High School
Diploma, Art
Knights of Columbus October 2012 - January 2014
John Thomas Financial November 2010 - May 2012
National Securities November 2009 - October 2010
UBS October 2008 - November 2009
Montauk Financial Group April 2000 - January 2008
Skills
Series 7, Word, Excel, Microsoft Office, PowerPoint, Series 99, Microsoft Word, NJ Life Producer..., NJ Accident & Health..., Customer Service, Management, Securities, Training, Microsoft Excel, Insurance, Finance, Sales, Leadership, Risk Management, Teamwork, Mutual Funds, Financial Services, Trading, Human Resources, Investments, Wealth Management, Financial Analysis, Retirement Planning, Banking, Strategic Financial..., Portfolio Management, Financial Planning
Education
Kingsborough Community College
AAS, Business Administration
Franklin Delano Roosevelt High School
Diploma, Art
Dell Polanco's John Thomas Financial Experience April 2007 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
John Thomas Financial April 2007 - Present
Skills
Series 7, Equities, Trading
Education
State University of New York at New Paltz 1997 — 2001
John Thomas Financial April 2007 - Present
Skills
Series 7, Equities, Trading
Education
State University of New York at New Paltz 1997 — 2001
Alan Ortega's John Thomas Financial Experience August 2009 - September 2012
Job Investment Banker; Sr Account Executive + Private Client Group on Wall Street
Industry Investment Banking
Experience
A Wall Street Firm November 2012 - Present
John Thomas Financial August 2009 - September 2012
Metlife 1997 - 2000
Skills
Investment Banking, Equity Trading, Private Placements, Series 7, Private Equity, Series 63, Investments, Equities, IPO, Corporate Finance, Mergers, Financial Analysis, Equity Capital Markets, Bonds, Fixed Income, Alternative Investments, Securities, Capital Markets
Education
City University of New York City College 1992 — 1994
Telecommunications
A Wall Street Firm November 2012 - Present
John Thomas Financial August 2009 - September 2012
Metlife 1997 - 2000
Skills
Investment Banking, Equity Trading, Private Placements, Series 7, Private Equity, Series 63, Investments, Equities, IPO, Corporate Finance, Mergers, Financial Analysis, Equity Capital Markets, Bonds, Fixed Income, Alternative Investments, Securities, Capital Markets
Education
City University of New York City College 1992 — 1994
Telecommunications
Mark Aranjuez's John Thomas Financial Experience August 2010 - April 2011
Job Senior Financial Analyst
Industry Banking
Experience
Prudential Financial September 2011 - Present
Marriott International June 2009 - June 2012
John Thomas Financial August 2010 - April 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, HTML, Research, Public Speaking, Social Media, Teamwork, Sales, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts (B.A.), Economics
Prudential Financial September 2011 - Present
Marriott International June 2009 - June 2012
John Thomas Financial August 2010 - April 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, HTML, Research, Public Speaking, Social Media, Teamwork, Sales, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts (B.A.), Economics
Paul Adelson's John Thomas Financial Experience Personal BankerWells FargoJune 2013 - Present
Job Stock Broker at John Thomas Financial
Industry Marketing and Advertising
Experience
John Thomas Financial Personal BankerWells FargoJune 2013 - Present
Skills
Microsoft Office, Public Speaking, Social Media, Social Media Marketing, Social Networking, Public Relations, Advertising, PowerPoint, Marketing, Online Advertising, Event Planning, Copywriting, Digital Marketing, Customer Service, Event Management, Strategic Planning, Management
Education
Monmouth University 2004 — 2008
BS, Business Administration - Marketing
William Paterson University of New Jersey 2010 — 2010
Post BS Certificate Program - Russ Berrie Institute, Critical Selling Skills
John Thomas Financial Personal BankerWells FargoJune 2013 - Present
Skills
Microsoft Office, Public Speaking, Social Media, Social Media Marketing, Social Networking, Public Relations, Advertising, PowerPoint, Marketing, Online Advertising, Event Planning, Copywriting, Digital Marketing, Customer Service, Event Management, Strategic Planning, Management
Education
Monmouth University 2004 — 2008
BS, Business Administration - Marketing
William Paterson University of New Jersey 2010 — 2010
Post BS Certificate Program - Russ Berrie Institute, Critical Selling Skills
Alan Feuer's John Thomas Financial Experience December 2011 - May 2012
Job Operational Audit; Hedge Fund Administration
Industry Financial Services
Experience
National Income Life Insurance July 2012 - October 2012
John Thomas Financial December 2011 - May 2012
GlobeOp Financial Services September 2003 - December 2008
HSBC (Bank of Bermuda) April 2000 - September 2003
Whale Securities Co. LP June 1999 - April 2000
Allianz Global Investors (Oppenheimer Capital) April 1998 - June 1999
Robeco (Weiss, Peck & Greer LLC) March 1996 - April 1998
BNY Mellon (Dreyfus) September 1994 - March 1996
U.S. Army Military Police Corp. February 1985 - August 1992
Skills
Internal Audit, Finance, Hedge Funds, Fund Accounting, Process Improvement, CRM, Analysis, Accounting, Project Management, Capital Markets, FX Options, Financial Services, Risk Management, Consulting, Financial Statements, Account Reconciliation, Auditing, Valuation, Financial Markets, Geneva and Advent..., Reconciliation MIS, Client Relationship..., Equities, Fixed Income, Derivatives, Alternative Investments, Financial Analysis, SSAE 16
Education
Frostburg State University 1992 — 1994
B.S., Accounting
U.S. Army Basic Leadership Development Course
Certificate & Service School Academic Evaluation Report
U.S. Army Basic Non-Commissioned Officer Course
National Income Life Insurance July 2012 - October 2012
John Thomas Financial December 2011 - May 2012
GlobeOp Financial Services September 2003 - December 2008
HSBC (Bank of Bermuda) April 2000 - September 2003
Whale Securities Co. LP June 1999 - April 2000
Allianz Global Investors (Oppenheimer Capital) April 1998 - June 1999
Robeco (Weiss, Peck & Greer LLC) March 1996 - April 1998
BNY Mellon (Dreyfus) September 1994 - March 1996
U.S. Army Military Police Corp. February 1985 - August 1992
Skills
Internal Audit, Finance, Hedge Funds, Fund Accounting, Process Improvement, CRM, Analysis, Accounting, Project Management, Capital Markets, FX Options, Financial Services, Risk Management, Consulting, Financial Statements, Account Reconciliation, Auditing, Valuation, Financial Markets, Geneva and Advent..., Reconciliation MIS, Client Relationship..., Equities, Fixed Income, Derivatives, Alternative Investments, Financial Analysis, SSAE 16
Education
Frostburg State University 1992 — 1994
B.S., Accounting
U.S. Army Basic Leadership Development Course
Certificate & Service School Academic Evaluation Report
U.S. Army Basic Non-Commissioned Officer Course
Andrew Nania's John Thomas Financial Experience April 2009 - August 2009
Job Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2014 - Present
JPMorgan Chase September 2011 - July 2014
JPMorgan Chase January 2010 - August 2011
John Thomas Financial April 2009 - August 2009
Opal Financial Group September 2006 - March 2008
Skills
Series 7, Series 63
Education
Amherst College
BA, Political Science, Religion
E*TRADE Financial Corporation July 2014 - Present
JPMorgan Chase September 2011 - July 2014
JPMorgan Chase January 2010 - August 2011
John Thomas Financial April 2009 - August 2009
Opal Financial Group September 2006 - March 2008
Skills
Series 7, Series 63
Education
Amherst College
BA, Political Science, Religion
Nicholas Delaglio's John Thomas Financial Experience May 2012 - March 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Laidlaw & Company January 2014 - November 2014
Meyers and Associates L.P March 2013 - January 2014
John Thomas Financial May 2012 - March 2013
Enterprise Rent-A-Car February 2011 - May 2012
Northwestern Mutual May 2010 - November 2010
Skills
Series 7, Series 63, Securities, Investments, Investment Banking, Bloomberg, Trading, Financial Analysis, Strategic Financial..., Options, Finance, Mutual Funds, Equities, Portfolio Management
Education
Iona College 2008 — 2012
Major: Finance, Minor: Mass Communication/Media Studies
Merrill Lynch December 2014 - Present
Laidlaw & Company January 2014 - November 2014
Meyers and Associates L.P March 2013 - January 2014
John Thomas Financial May 2012 - March 2013
Enterprise Rent-A-Car February 2011 - May 2012
Northwestern Mutual May 2010 - November 2010
Skills
Series 7, Series 63, Securities, Investments, Investment Banking, Bloomberg, Trading, Financial Analysis, Strategic Financial..., Options, Finance, Mutual Funds, Equities, Portfolio Management
Education
Iona College 2008 — 2012
Major: Finance, Minor: Mass Communication/Media Studies
Andrew Hack's John Thomas Financial Experience April 2009 - August 2010
Job Financial Advisor at J.P. Morgan Securities, LLC
Industry Financial Services
Experience
J.P. Morgan Securities, LLC. August 2012 - Present
Wells Fargo Advisors May 2010 - July 2012
John Thomas Financial April 2009 - August 2010
Kennedy Funding Inc. January 2007 - January 2009
Skills
Series 7, Asset Management
Education
University of Hartford
J.P. Morgan Securities, LLC. August 2012 - Present
Wells Fargo Advisors May 2010 - July 2012
John Thomas Financial April 2009 - August 2010
Kennedy Funding Inc. January 2007 - January 2009
Skills
Series 7, Asset Management
Education
University of Hartford
Armin Kipka's John Thomas Financial Experience September 2010 - April 2011
Job Senior Financial Reporting Analyst at PepsiCo
Industry Accounting
Experience
PepsiCo July 2015 - Present
PepsiCo August 2014 - July 2015
PepsiCo December 2013 - August 2014
PepsiCo March 2013 - December 2013
PepsiCo April 2011 - March 2013
John Thomas Financial September 2010 - April 2011
Skills
Financial Analysis, Financial Reporting, Management, Leadership, Balance Sheet Review, P&L Forecasting, Cashflow Analysis, Forecasting, Accounting, Finance, Sales
Education
Arizona State University
Mathematics
PepsiCo July 2015 - Present
PepsiCo August 2014 - July 2015
PepsiCo December 2013 - August 2014
PepsiCo March 2013 - December 2013
PepsiCo April 2011 - March 2013
John Thomas Financial September 2010 - April 2011
Skills
Financial Analysis, Financial Reporting, Management, Leadership, Balance Sheet Review, P&L Forecasting, Cashflow Analysis, Forecasting, Accounting, Finance, Sales
Education
Arizona State University
Mathematics
Omar Hatab's John Thomas Financial Experience December 2008 - January 2010
Job Investment Professional
Industry Financial Services
Experience
Resource America July 2015 - Present
TD Ameritrade November 2013 - July 2015
Merrill Lynch February 2010 - November 2013
John Thomas Financial December 2008 - January 2010
Skills
Fixed Income, Equities, Securities, Series 7, Wealth Management, Asset Allocation, Mutual Funds, Series 63, Portfolio Management, Investments, Bloomberg, Bonds, Options, FINRA, Equity Trading, Series 65, Wealth Management..., Risk Management
Education
Rutgers University-New Brunswick 2004 — 2008
BS, Economics
Resource America July 2015 - Present
TD Ameritrade November 2013 - July 2015
Merrill Lynch February 2010 - November 2013
John Thomas Financial December 2008 - January 2010
Skills
Fixed Income, Equities, Securities, Series 7, Wealth Management, Asset Allocation, Mutual Funds, Series 63, Portfolio Management, Investments, Bloomberg, Bonds, Options, FINRA, Equity Trading, Series 65, Wealth Management..., Risk Management
Education
Rutgers University-New Brunswick 2004 — 2008
BS, Economics
Marcelo Phillips's John Thomas Financial Experience November 2008 - November 2009
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs December 2014 - Present
Goldman Sachs January 2011 - December 2014
Maxim Group January 2010 - December 2010
John Thomas Financial November 2008 - November 2009
University of Connecticut School of Law September 2007 - June 2008
Van Scoyoc Associates June 2007 - August 2007
Skills
Fixed Income, Bloomberg, Securities, Capital Markets, Compliance, Equities, Private Equity, Due Diligence, Derivatives
Education
The University of Connecticut School of Law 2005 — 2008
J.D.
State University of New York at Buffalo 2001 — 2005
BA, Magna Cum Laude
Georgetown University 2004 — 2004
Institute on Business and Government Affairs
Goldman Sachs December 2014 - Present
Goldman Sachs January 2011 - December 2014
Maxim Group January 2010 - December 2010
John Thomas Financial November 2008 - November 2009
University of Connecticut School of Law September 2007 - June 2008
Van Scoyoc Associates June 2007 - August 2007
Skills
Fixed Income, Bloomberg, Securities, Capital Markets, Compliance, Equities, Private Equity, Due Diligence, Derivatives
Education
The University of Connecticut School of Law 2005 — 2008
J.D.
State University of New York at Buffalo 2001 — 2005
BA, Magna Cum Laude
Georgetown University 2004 — 2004
Institute on Business and Government Affairs
Nidhi Narang's John Thomas Financial Experience May 2011 - December 2011
Job Wealth Management Intern at UBS
Industry Financial Services
Experience
Pace University January 2009 - Present
John Thomas Financial May 2011 - December 2011
UBS May 2009 - August 2009
Education
Pace University 2008 — 2010
MBA, Finance and IS
Pace University January 2009 - Present
John Thomas Financial May 2011 - December 2011
UBS May 2009 - August 2009
Education
Pace University 2008 — 2010
MBA, Finance and IS
Brian R. Roth's John Thomas Financial Experience September 2009 - June 2013
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
Christopher Messick's John Thomas Financial Experience May 2007 - December 2007
Job Project Coordinator at Copperstate Wall Systems, LLC.
Industry Construction
Experience
Copperstate Wall Systems, LLC. August 2011 - Present
United States Marine Corps. December 2007 - November 2011
John Thomas Financial May 2007 - December 2007
Skills
Microsoft Office, Military, Operational Planning, Defense, Change Orders, National Security, Military Training, Military Operations, Security Clearance, Command, Weapons, QuickBooks, Quickbid, Adobe Creative Suite, Computer Maintenance, Computer Network..., Construction Management, Contract Management, Contract Negotiation, Customer Service
Education
DeVry University Phoenix, AZ 2015 — 2016
Bachelor of Science (B.S.), Project Management
University of Phoenix 2011 — 2013
Bachelor of Science (BS), Business Management
University of Phoenix 2010 — 2011
Associate's degree, General Studies
Copperstate Wall Systems, LLC. August 2011 - Present
United States Marine Corps. December 2007 - November 2011
John Thomas Financial May 2007 - December 2007
Skills
Microsoft Office, Military, Operational Planning, Defense, Change Orders, National Security, Military Training, Military Operations, Security Clearance, Command, Weapons, QuickBooks, Quickbid, Adobe Creative Suite, Computer Maintenance, Computer Network..., Construction Management, Contract Management, Contract Negotiation, Customer Service
Education
DeVry University Phoenix, AZ 2015 — 2016
Bachelor of Science (B.S.), Project Management
University of Phoenix 2011 — 2013
Bachelor of Science (BS), Business Management
University of Phoenix 2010 — 2011
Associate's degree, General Studies
Craig Herman's John Thomas Financial Experience November 2009 - July 2010
Job Operations manager
Industry Food & Beverages
Experience
AXA Advisors July 2011 - August 2012
John Thomas Financial November 2009 - July 2010
Skills
Series 7, Life Insurance, Microsoft Excel, Microsoft Office, PowerPoint, Equities, Outlook, Financial Analysis, Insurance, Morningstar, Mutual Funds, Sales, Series 63, Customer Service, Research, Accounting, Microsoft Word, Social Networking, Marketing, Social Media
Education
Marist College 2005 — 2009
B.S., Finance, Accounting
AXA Advisors July 2011 - August 2012
John Thomas Financial November 2009 - July 2010
Skills
Series 7, Life Insurance, Microsoft Excel, Microsoft Office, PowerPoint, Equities, Outlook, Financial Analysis, Insurance, Morningstar, Mutual Funds, Sales, Series 63, Customer Service, Research, Accounting, Microsoft Word, Social Networking, Marketing, Social Media
Education
Marist College 2005 — 2009
B.S., Finance, Accounting
Joey Donato's John Thomas Financial Experience September 2009 - March 2010
Job Manager, Sales Development at VMTurbo
Industry Information Technology and Services
Experience
VMTurbo August 2014 - Present
Waters Technology Group, a division of Incisive Media July 2012 - July 2014
IDGA February 2012 - July 2012
IDGA November 2011 - February 2012
IDGA (Institute for Defense and Government Advancement) November 2010 - November 2011
John Thomas Financial September 2009 - March 2010
AXA Equitable September 2008 - September 2009
Skills
Business Development, Marketing, Lead Generation, Sales, Sales Management, B2B, Account Management, CRM, Direct Sales, Marketing Strategy, Event Management, Business Intelligence, Customer Service, New Business Development, Sales Process, Market Research, Customer Retention, Virtualization, Team Management, Channel Sales, Channel Partners, VMTurbo, VMware
Education
University at Albany, SUNY 2005 — 2007
B.S., Business Administration
Nassau Community College 2002 — 2005
A.A., Liberal Arts
Lynbrook High School 1998 — 2002
VMTurbo August 2014 - Present
Waters Technology Group, a division of Incisive Media July 2012 - July 2014
IDGA February 2012 - July 2012
IDGA November 2011 - February 2012
IDGA (Institute for Defense and Government Advancement) November 2010 - November 2011
John Thomas Financial September 2009 - March 2010
AXA Equitable September 2008 - September 2009
Skills
Business Development, Marketing, Lead Generation, Sales, Sales Management, B2B, Account Management, CRM, Direct Sales, Marketing Strategy, Event Management, Business Intelligence, Customer Service, New Business Development, Sales Process, Market Research, Customer Retention, Virtualization, Team Management, Channel Sales, Channel Partners, VMTurbo, VMware
Education
University at Albany, SUNY 2005 — 2007
B.S., Business Administration
Nassau Community College 2002 — 2005
A.A., Liberal Arts
Lynbrook High School 1998 — 2002
Denisse Capcha's John Thomas Financial Experience January 2012 - August 2012
Job Student at Seton Hall University
Industry Higher Education
Experience
John Thomas Financial January 2012 - August 2012
Obsidian Financial Group June 2011 - January 2012
Institutional Effectiveness & Research 2009 - 2010
Skills
Investment Banking, Series 7, Equities, Series 63, Investments, Private Equity, Corporate Finance, Financial Modeling, Securities, Portfolio Management, Wealth Management, Valuation, Financial Analysis, Alternative Investments, Asset Managment, Asset Management
Education
Seton Hall University 2012 — 2014
Bachelor of Arts (B.A.), Philosophy, Economics
Bergen Community College 2007 — 2009
John Thomas Financial January 2012 - August 2012
Obsidian Financial Group June 2011 - January 2012
Institutional Effectiveness & Research 2009 - 2010
Skills
Investment Banking, Series 7, Equities, Series 63, Investments, Private Equity, Corporate Finance, Financial Modeling, Securities, Portfolio Management, Wealth Management, Valuation, Financial Analysis, Alternative Investments, Asset Managment, Asset Management
Education
Seton Hall University 2012 — 2014
Bachelor of Arts (B.A.), Philosophy, Economics
Bergen Community College 2007 — 2009
Denis Waldron's John Thomas Financial Experience October 2012 - April 2013
Job Dutchess Capital
Industry Financial Services
Experience
Dutchess July 2013 - January 2014
John Thomas Financial October 2012 - April 2013
Warren D Nadel & Company September 2010 - October 2012
Euclid Investment Advisory May 2010 - July 2010
Euclid Investment Advisory March 2010 - July 2010
Barclays Wealth June 2009 - August 2009
Warren D Nadel & Co May 2008 - August 2008
Skills
Wealth Management, Series 7, Series 63, Series 3, Series 24, Microsoft Office, Sales, Business Analysis, Team Leadership, Sales Presentations, Trading, Building Relationships, Investment Banking, Private Placements, Finance, Institutional...
Education
Towson University 2006 — 2010
BS, Business Administration - Finance Concentration
Dutchess July 2013 - January 2014
John Thomas Financial October 2012 - April 2013
Warren D Nadel & Company September 2010 - October 2012
Euclid Investment Advisory May 2010 - July 2010
Euclid Investment Advisory March 2010 - July 2010
Barclays Wealth June 2009 - August 2009
Warren D Nadel & Co May 2008 - August 2008
Skills
Wealth Management, Series 7, Series 63, Series 3, Series 24, Microsoft Office, Sales, Business Analysis, Team Leadership, Sales Presentations, Trading, Building Relationships, Investment Banking, Private Placements, Finance, Institutional...
Education
Towson University 2006 — 2010
BS, Business Administration - Finance Concentration
Elias Tsoukantas's John Thomas Financial Experience February 2010 - May 2010
Job Vice President at Atlantis Asset Management
Industry Financial Services
Experience
Atlantis Asset Management June 2012 - Present
Global Arena Investment Management October 2010 - June 2012
John Thomas Financial February 2010 - May 2010
Skills
Loans, Equities, Banking, Credit, Investments, Asset Managment, Fixed Income, Credit Analysis, Wealth Management, Private Equity, Portfolio Management, Mutual Funds, Investment Banking, Series 63, Alternative Investments, Asset Allocation, Asset Management, Finance, Management, Financial Risk, Strategy, Financial Services, Capital Markets, Securities, Risk Management, Microsoft Office
Education
Iona College 2005 — 2010
Bachelor's degree, Finance, General
City University of New York-Herbert H. Lehman College 2005 — 2006
Atlantis Asset Management June 2012 - Present
Global Arena Investment Management October 2010 - June 2012
John Thomas Financial February 2010 - May 2010
Skills
Loans, Equities, Banking, Credit, Investments, Asset Managment, Fixed Income, Credit Analysis, Wealth Management, Private Equity, Portfolio Management, Mutual Funds, Investment Banking, Series 63, Alternative Investments, Asset Allocation, Asset Management, Finance, Management, Financial Risk, Strategy, Financial Services, Capital Markets, Securities, Risk Management, Microsoft Office
Education
Iona College 2005 — 2010
Bachelor's degree, Finance, General
City University of New York-Herbert H. Lehman College 2005 — 2006
Francis Kestler Jr.'s John Thomas Financial Experience October 2010 - June 2011
Job Financial Advisor at RoseMark Advisors
Industry Financial Services
Experience
Castle Asset Management April 2013 - Present
Rosemark Advisors April 2013 - Present
John Thomas Financial October 2010 - June 2011
Skills
Equities, Investments, Finance, Portfolio Management, Financial Analysis, Financial Planning, Retirement Planning, Asset Managment, Life Insurance, Long Term Care Insurance, Estate Planning, Annuity Sales, Asset Management
Education
State University of New York College at Oswego 2008 — 2010
Bachelor of Science, Finance
Suffolk County Community College 2007 — 2008
Associates Degree, Business Administration
Castle Asset Management April 2013 - Present
Rosemark Advisors April 2013 - Present
John Thomas Financial October 2010 - June 2011
Skills
Equities, Investments, Finance, Portfolio Management, Financial Analysis, Financial Planning, Retirement Planning, Asset Managment, Life Insurance, Long Term Care Insurance, Estate Planning, Annuity Sales, Asset Management
Education
State University of New York College at Oswego 2008 — 2010
Bachelor of Science, Finance
Suffolk County Community College 2007 — 2008
Associates Degree, Business Administration
Dennis Glazov's John Thomas Financial Experience September 2008 - January 2009
Job Senior Investment Specialist at National Securities
Industry Financial Services
Experience
National Securities August 2009 - Present
Brookstone Securities January 2009 - August 2009
John Thomas Financial September 2008 - January 2009
LPL Financial April 2008 - September 2008
Mercer Capital Ltd January 2006 - April 2008
JP Morgan Chase September 2005 - December 2005
Education
City University of New York-Brooklyn College
Pursuing Bachelors of Science in Finance
National Securities August 2009 - Present
Brookstone Securities January 2009 - August 2009
John Thomas Financial September 2008 - January 2009
LPL Financial April 2008 - September 2008
Mercer Capital Ltd January 2006 - April 2008
JP Morgan Chase September 2005 - December 2005
Education
City University of New York-Brooklyn College
Pursuing Bachelors of Science in Finance
Jordan Frey's John Thomas Financial Experience October 2012 - March 2013
Job Senior Financial Advisor at NewBridge Securities Corp.
Industry Financial Services
Experience
Spartan Capital Securities, LLC March 2013 - Present
John Thomas Financial October 2012 - March 2013
Laidlaw & Company July 2009 - October 2012
Ahern Painting Contractors March 2006 - January 2009
Skills
Series 7, Wealth Management, Investment Advisory, Investments, Retirement Planning, Equities, Series 63
Education
Hofstra University 2007 — 2008
BA, Business
Garden City High School
Garden City High School
Hobart and William Smith Colleges
Spartan Capital Securities, LLC March 2013 - Present
John Thomas Financial October 2012 - March 2013
Laidlaw & Company July 2009 - October 2012
Ahern Painting Contractors March 2006 - January 2009
Skills
Series 7, Wealth Management, Investment Advisory, Investments, Retirement Planning, Equities, Series 63
Education
Hofstra University 2007 — 2008
BA, Business
Garden City High School
Garden City High School
Hobart and William Smith Colleges
Matt Zeltser's John Thomas Financial Experience December 2008 - March 2009
Job Entrepreneur at Zeltser Enterprises
Industry Internet
Experience
Career City, LLC June 2012 - Present
Zeltser Enterprises December 1985 - Present
Caldwell International Securities Corporation January 2013 - November 2014
Charles Vista, LLC July 2012 - January 2013
Buckman, Buckman and Reid January 2009 - June 2012
Mercer Capital, LTD April 2009 - January 2010
John Thomas Financial December 2008 - March 2009
Meyers Associates L.P. October 2006 - January 2008
Skills
Product Management, Startup Development, Angel Investing, Investments, Equities, Alternative Investments, Portfolio Management, Securities, Investment Banking, Private Equity, Hedge Funds, Investment Strategies, Series 7, Bloomberg, Asset Managment, Bonds, Real Estate, Capital Markets, Financial Analysis, Commercial Lending, Wealth Management, Investment Advisory, CMBS, Asset Management, Venture Capital, Valuation, Due Diligence, Trading, Advisory Boards, Social Media Marketing, Start-ups, Salesforce.com, HIPAA
Education
General Assembly 2015 — 2015
Product Management, Product management Skills
Investment banking Institute 2011 — 2012
Investment banking institute
Carson Long Military Institute 2002 — 2004
John Jay College of Criminal Justice
Career City, LLC June 2012 - Present
Zeltser Enterprises December 1985 - Present
Caldwell International Securities Corporation January 2013 - November 2014
Charles Vista, LLC July 2012 - January 2013
Buckman, Buckman and Reid January 2009 - June 2012
Mercer Capital, LTD April 2009 - January 2010
John Thomas Financial December 2008 - March 2009
Meyers Associates L.P. October 2006 - January 2008
Skills
Product Management, Startup Development, Angel Investing, Investments, Equities, Alternative Investments, Portfolio Management, Securities, Investment Banking, Private Equity, Hedge Funds, Investment Strategies, Series 7, Bloomberg, Asset Managment, Bonds, Real Estate, Capital Markets, Financial Analysis, Commercial Lending, Wealth Management, Investment Advisory, CMBS, Asset Management, Venture Capital, Valuation, Due Diligence, Trading, Advisory Boards, Social Media Marketing, Start-ups, Salesforce.com, HIPAA
Education
General Assembly 2015 — 2015
Product Management, Product management Skills
Investment banking Institute 2011 — 2012
Investment banking institute
Carson Long Military Institute 2002 — 2004
John Jay College of Criminal Justice
Gleb Kuznetsov's John Thomas Financial Experience May 2010 - August 2010
Job Staff Accountant at RD Management LLC
Industry Real Estate
Experience
RD Management LLC January 2013 - Present
RD Management LLC August 2010 - December 2012
RiskVal Financial Solutions, LLC November 2010 - January 2012
John Thomas Financial May 2010 - August 2010
The M&A Advisor January 2010 - May 2010
Skills
Accounting, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Trading
Education
City University of New York-Hunter College 2010 — 2012
Bachelor of Science, Accountancy
City University of New York-Hunter College 2005 — 2009
Bachelors of Arts, Economics
RD Management LLC January 2013 - Present
RD Management LLC August 2010 - December 2012
RiskVal Financial Solutions, LLC November 2010 - January 2012
John Thomas Financial May 2010 - August 2010
The M&A Advisor January 2010 - May 2010
Skills
Accounting, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Trading
Education
City University of New York-Hunter College 2010 — 2012
Bachelor of Science, Accountancy
City University of New York-Hunter College 2005 — 2009
Bachelors of Arts, Economics
Bennett Marcus's John Thomas Financial Experience April 2011 - July 2011
Job Director of Operations at Manhattan Oral Facial Surgery LLC
Industry Medical Practice
Experience
Manhattan Oral Facial Surgery LLC November 2014 - Present
Manhattan Oral Facial Surgery LLC January 2014 - October 2014
Manhattan Oral Facial Surgery LLC September 2012 - January 2014
Manhattan Oral Facial Surgery LLC July 2011 - January 2013
John Thomas Financial April 2011 - July 2011
AXA Advisors September 2010 - March 2011
Skills
Investment Advisory, Fixed Income, Salesforce.com, Derivatives, Microsoft Excel, Hedge Funds, Fashion, Social Networking, Sales, Facebook, PowerPoint, Valuation, Advertising
Education
Towson University 2006 — 2010
Manhattan Oral Facial Surgery LLC November 2014 - Present
Manhattan Oral Facial Surgery LLC January 2014 - October 2014
Manhattan Oral Facial Surgery LLC September 2012 - January 2014
Manhattan Oral Facial Surgery LLC July 2011 - January 2013
John Thomas Financial April 2011 - July 2011
AXA Advisors September 2010 - March 2011
Skills
Investment Advisory, Fixed Income, Salesforce.com, Derivatives, Microsoft Excel, Hedge Funds, Fashion, Social Networking, Sales, Facebook, PowerPoint, Valuation, Advertising
Education
Towson University 2006 — 2010
Brett Goldstein's John Thomas Financial Experience December 2011 - August 2012
Job at
Industry Marketing and Advertising
Experience
Vivint Solar January 2014 - Present
Gold&Meyer's Gourmet Delicatessen and Catering January 2005 - 2013
John Thomas Financial December 2011 - August 2012
Clark Dodge Asset Management April 2011 - December 2011
Personal Training Institute July 2009 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets
Education
Hofstra University 2007 — 2011
Bachelors of Arts & Sciences, Political Science and Government/Business, 3.4
Massapequa High School 2004 — 2007
Advanced Regents Diploma, Regular/General High School/Secondary Diploma Program, 3.2
Vivint Solar January 2014 - Present
Gold&Meyer's Gourmet Delicatessen and Catering January 2005 - 2013
John Thomas Financial December 2011 - August 2012
Clark Dodge Asset Management April 2011 - December 2011
Personal Training Institute July 2009 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets
Education
Hofstra University 2007 — 2011
Bachelors of Arts & Sciences, Political Science and Government/Business, 3.4
Massapequa High School 2004 — 2007
Advanced Regents Diploma, Regular/General High School/Secondary Diploma Program, 3.2
Sean Kaplan's John Thomas Financial Experience November 2009 - March 2012
Job Business Development Executive
Industry Hospitality
Experience
Entertainment Direct April 2012 - Present
John Thomas Financial November 2009 - March 2012
Kaplan Consulting and Management Solutions July 2007 - December 2009
Insight Communications January 2006 - June 2007
Insight Communications January 2005 - June 2007
GEICO DIRECT December 2000 - October 2003
Skills
Leadership, Marketing Strategy, Investments, Financial Services, Forecasting, Customer Service, Account Management, Sales Management, Business Planning, Entrepreneurship, Marketing, New Business Development, Sales Process, Direct Sales, Event Management, Lead Generation, Event Planning, Coaching, Team Building, Market Analysis, Salesforce.com, Strategic Planning, Management, Finance, Social Media Marketing, Contract Negotiation, Strategic Partnerships, Sales, Marketing Communications, Public Relations, Strategy
Education
City University of New York
Entertainment Direct April 2012 - Present
John Thomas Financial November 2009 - March 2012
Kaplan Consulting and Management Solutions July 2007 - December 2009
Insight Communications January 2006 - June 2007
Insight Communications January 2005 - June 2007
GEICO DIRECT December 2000 - October 2003
Skills
Leadership, Marketing Strategy, Investments, Financial Services, Forecasting, Customer Service, Account Management, Sales Management, Business Planning, Entrepreneurship, Marketing, New Business Development, Sales Process, Direct Sales, Event Management, Lead Generation, Event Planning, Coaching, Team Building, Market Analysis, Salesforce.com, Strategic Planning, Management, Finance, Social Media Marketing, Contract Negotiation, Strategic Partnerships, Sales, Marketing Communications, Public Relations, Strategy
Education
City University of New York
Sean Toohill's John Thomas Financial Experience August 2007 - January 2008
Job Assistant Vice President at CION Securities
Industry Financial Services
Experience
ICON Investments June 2014 - Present
ICON Investments March 2011 - Present
JPMorgan Chase November 2008 - February 2010
Oppenheimer & Co. February 2008 - May 2008
John Thomas Financial August 2007 - January 2008
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Separately Managed..., Investments, Asset Allocation, Asset Management
Education
Muhlenberg College 2003 — 2007
BA, Business
ICON Investments June 2014 - Present
ICON Investments March 2011 - Present
JPMorgan Chase November 2008 - February 2010
Oppenheimer & Co. February 2008 - May 2008
John Thomas Financial August 2007 - January 2008
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Separately Managed..., Investments, Asset Allocation, Asset Management
Education
Muhlenberg College 2003 — 2007
BA, Business
Raymond Djojoseparto's John Thomas Financial Experience August 2011 - December 2011
Job Billing Clerk/Accounts Receivable at Weiss, Wexler & Wornow PC
Industry Accounting
Experience
Weiss, Wexler & Wornow PC Billing Clerk/Accounts ReceivableWeiss, Wexler & Wornow PCMarch 2012 - February 2015
John Thomas Financial August 2011 - December 2011
The Episcopal Church April 2011 - June 2011
Daffy's February 2008 - February 2011
Skills
Accounts Payable, Accounting, Data Entry, Payroll, Microsoft Office, Account Reconciliation, QuickBooks, Microsoft Excel, Microsoft Word, Outlook, Bookkeeping, Invoicing, Accounts Receivable, Auditing, Customer Service, General Ledger, Financial Accounting, Budgets, PowerPoint, Teamwork, Financial Analysis, Inventory Management, Retail, Access, Time Management, Spreadsheets, Financial Reporting, Tax Preparation, Excel, LexisNexis, undergraduate, Graduate Level
Education
Keller Graduate School of Management of DeVry University
Master's degree, Accounting and Business/Management, Freshman
Berkeley College NYC 2007 — 2011
Bachelor of Business Administration Degree, Accounting
Weiss, Wexler & Wornow PC Billing Clerk/Accounts ReceivableWeiss, Wexler & Wornow PCMarch 2012 - February 2015
John Thomas Financial August 2011 - December 2011
The Episcopal Church April 2011 - June 2011
Daffy's February 2008 - February 2011
Skills
Accounts Payable, Accounting, Data Entry, Payroll, Microsoft Office, Account Reconciliation, QuickBooks, Microsoft Excel, Microsoft Word, Outlook, Bookkeeping, Invoicing, Accounts Receivable, Auditing, Customer Service, General Ledger, Financial Accounting, Budgets, PowerPoint, Teamwork, Financial Analysis, Inventory Management, Retail, Access, Time Management, Spreadsheets, Financial Reporting, Tax Preparation, Excel, LexisNexis, undergraduate, Graduate Level
Education
Keller Graduate School of Management of DeVry University
Master's degree, Accounting and Business/Management, Freshman
Berkeley College NYC 2007 — 2011
Bachelor of Business Administration Degree, Accounting
Theodore Knoop's John Thomas Financial Experience January 2010 - December 2011
Job VP of Compliance at Medley
Industry Financial Services
Experience
Medley March 2014 - Present
Wellington Shields August 2012 - March 2014
John Thomas Financial January 2010 - December 2011
Capital One 2007 - 2010
Morgan Stanley March 2007 - August 2007
Skills
Series 7, 63, 24, 65,..., Series 63, Series 24, Series 7, Securities, FINRA, Bank Secrecy Act, Asset Management, Investments, Investment Advisory, SEC, Trading, Wealth Management, Retirement Planning, Securities Regulation, Equities, Mutual Funds, Capital Markets, Financial Services, AML, Financial Risk, Investment Strategies
Education
Colorado State University 1993 — 1998
liberal Arts, Social Sciences
Ponderosa
Medley March 2014 - Present
Wellington Shields August 2012 - March 2014
John Thomas Financial January 2010 - December 2011
Capital One 2007 - 2010
Morgan Stanley March 2007 - August 2007
Skills
Series 7, 63, 24, 65,..., Series 63, Series 24, Series 7, Securities, FINRA, Bank Secrecy Act, Asset Management, Investments, Investment Advisory, SEC, Trading, Wealth Management, Retirement Planning, Securities Regulation, Equities, Mutual Funds, Capital Markets, Financial Services, AML, Financial Risk, Investment Strategies
Education
Colorado State University 1993 — 1998
liberal Arts, Social Sciences
Ponderosa
Daniel Castellano's John Thomas Financial Experience April 2011 - Present
Job Compliance Analyst at Barclays
Industry Financial Services
Experience
Barclays May 2014 - Present
John Thomas Financial April 2011 - Present
Education
Hofstra University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Barclays May 2014 - Present
John Thomas Financial April 2011 - Present
Education
Hofstra University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Daniel Contrastano's John Thomas Financial Experience June 2011 - August 2012
Job Compliance Analyst
Industry Financial Services
Experience
Millennium Management July 2015 - Present
Wall Street Trading, LLC. September 2012 - November 2013
John Thomas Financial June 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Negotiation
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Hartwick College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Millennium Management July 2015 - Present
Wall Street Trading, LLC. September 2012 - November 2013
John Thomas Financial June 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Negotiation
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Hartwick College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Yvette Katechis's John Thomas Financial Experience October 2009 - January 2010
Job at
Industry Building Materials
Experience
Sherwin Williams June 2015 - Present
Sherwin Williams October 2013 - Present
Crafting Beauty, Inc. December 2012 - August 2013
Ionian Grill & Cafe 2011 - July 2013
Prada Studio November 2008 - May 2011
John Thomas Financial October 2009 - January 2010
Skills
Organization, Business Efficiency, Critical Thinking, Product Innovation, Communication Skills, Solution Implementation, Goal-oriented..., Time Management, Highly detail oriented, Brand Development, Analytical Skills, Financial Reporting, Maintaining Strong..., Deadline Oriented, Profit Maximization, Office Administration, Enthusiasm to learn, Creative Problem Solving, Tenacious Work Ethic, Dependable Team Player, Operational Cost..., Operations Improvement, Inventory Management, Vendor Relationships, Financial Accounting, Customer Satisfaction, Six Sigma, Microsoft Office, Computers, Travel Arrangements
Education
College of Mount Saint Vincent 2006 — 2010
Bachelor of Arts (B.A.), Business Administration and Economics
Sherwin Williams June 2015 - Present
Sherwin Williams October 2013 - Present
Crafting Beauty, Inc. December 2012 - August 2013
Ionian Grill & Cafe 2011 - July 2013
Prada Studio November 2008 - May 2011
John Thomas Financial October 2009 - January 2010
Skills
Organization, Business Efficiency, Critical Thinking, Product Innovation, Communication Skills, Solution Implementation, Goal-oriented..., Time Management, Highly detail oriented, Brand Development, Analytical Skills, Financial Reporting, Maintaining Strong..., Deadline Oriented, Profit Maximization, Office Administration, Enthusiasm to learn, Creative Problem Solving, Tenacious Work Ethic, Dependable Team Player, Operational Cost..., Operations Improvement, Inventory Management, Vendor Relationships, Financial Accounting, Customer Satisfaction, Six Sigma, Microsoft Office, Computers, Travel Arrangements
Education
College of Mount Saint Vincent 2006 — 2010
Bachelor of Arts (B.A.), Business Administration and Economics
Michael Saba's John Thomas Financial Experience January 2011 - March 2012
Job J.P. Morgan Chase
Industry Financial Services
Experience
Merrill Lynch July 2013 - July 2014
Charles Morgan securities January 2012 - December 2012
John Thomas Financial January 2011 - March 2012
Prudential Financial January 2010 - December 2010
Skills
Mutual Funds, Finance, Series 7, Investments
Education
Arizona State University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
College of Staten Island 2002 — 2004
Associate's degree, Accounting and Finance
Merrill Lynch July 2013 - July 2014
Charles Morgan securities January 2012 - December 2012
John Thomas Financial January 2011 - March 2012
Prudential Financial January 2010 - December 2010
Skills
Mutual Funds, Finance, Series 7, Investments
Education
Arizona State University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
College of Staten Island 2002 — 2004
Associate's degree, Accounting and Finance
Daniel Potash's John Thomas Financial Experience 2008 - 2013
Job Director of Business Development at CSG Partners, LLC / CSG RE Partners
Industry Investment Banking
Experience
CSG Partners, LLC October 2013 - Present
John Thomas Financial 2008 - 2013
Skills
Corporate Development, Mergers & Acquisitions, Investment Banking, Valuation, Private Equity, Venture Capital, Financial Modeling, Due Diligence, Corporate Finance, LBO, Business Valuation, Leveraged Finance, Capital Raising, Capital Markets, Start-ups, Acquisitions, Private Placements, Financial Structuring
Education
New York Institute of Technology 2001 — 2005
CSG Partners, LLC October 2013 - Present
John Thomas Financial 2008 - 2013
Skills
Corporate Development, Mergers & Acquisitions, Investment Banking, Valuation, Private Equity, Venture Capital, Financial Modeling, Due Diligence, Corporate Finance, LBO, Business Valuation, Leveraged Finance, Capital Raising, Capital Markets, Start-ups, Acquisitions, Private Placements, Financial Structuring
Education
New York Institute of Technology 2001 — 2005
Jonathan Jason's John Thomas Financial Experience June 2011 - August 2011
Job J.D. Candidate at Brooklyn Law School
Industry
Experience
Rich Michelson Magaliff & Moser LLP May 2014 - December 2014
The Fiorentino Law Firm June 2013 - August 2013
John Thomas Financial June 2011 - August 2011
New World Lease Funding, LLC September 2006 - August 2010
Education
Brooklyn Law School 2012 — 2015
University of Miami 2008 — 2012
Bachelor of Arts (B.A.), History and Political Science
Rich Michelson Magaliff & Moser LLP May 2014 - December 2014
The Fiorentino Law Firm June 2013 - August 2013
John Thomas Financial June 2011 - August 2011
New World Lease Funding, LLC September 2006 - August 2010
Education
Brooklyn Law School 2012 — 2015
University of Miami 2008 — 2012
Bachelor of Arts (B.A.), History and Political Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY