WBB Securities, LLC
Industry: Company
DescriptionSubsidiary: WBB Securities, LLC, Research Division
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WBB Securities, LLC Employees
WBB Securities LLC September 2014 - January 2015
Boston University School of Medicine May 2011 - August 2011
Wayne State University School of Medicine May 2010 - July 2010
Skills
Biomedical Engineering, Financial Reporting, Equity Research Analysis, Investment Strategies, Microsoft Office, Research, Statistics, Data Analysis, Matlab, Public Speaking, Microsoft Excel, Leadership, Social Media, PowerPoint
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Investment Banking Immersion
University of Michigan, College of Engineering 2009 — 2013
Bachelor’s Degree, Biomedical Engineering; Biochemical, Graduated
Frankel Jewish Academy 2005 — 2009
High School Diploma, 2009
Freedom Capital Group LLC June 2015 - Present
WBB Securities, LLC February 2015 - May 2015
Rutgers University Interfraternity Council December 2014 - May 2015
Rutgers University Interfraternity Council February 2014 - December 2014
Tony's Wings and Grill February 2010 - September 2014
Kreeger Learning Center September 2012 - May 2013
Skills
Teamwork, Public Speaking, Team Leadership, Philanthropy, Customer Service, Economics, Event Planning, Management, Financial Services, Microsoft Word, PowerPoint, Statistics, Mathematics, Finance, Business Analysis, Advertising, Administration
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2016
Bachelor's degree, Economics and Mathematics
Allentown High School 2008 — 2011
3.65/4.0
WBB Securities LLC September 2014 - Present
Drew University--Department of Student Activities February 2013 - May 2013
Morris County Economic Development Corporation June 2011 - August 2011
Karate N Motion June 2007 - August 2008
Skills
Econometrics, SPSS, Microsoft Office, Data Analysis, Political Science, Research, Economics, HTML, Photoshop, Financial Analysis, Economic Research, Vector Calculus, Calculus, Economic Modeling, Neuroscience, Abnormal Psychology
Education
Drew University 2008 — 2013
Bachelor of Arts (B.A.), Economics
Scotch Plains-Fanwood High School 2004 — 2008
Diploma
Piper Jaffray May 2015 - Present
WBB Securities LLC May 2014 - September 2014
Johnson & Johnson January 2014 - May 2014
Robert Wood Johnson University Hospital June 2007 - August 2012
UMDNJ June 2009 - September 2009
Skills
Microsoft Office, Outlook, Organization &..., Independence, Fundraising, Training, Matlab, C++, Leadership, Analysis, Microsoft Excel, Data Analysis, Research, PowerPoint, Teamwork, Microsoft Word, Social Media, Customer Service, Time Management, Financial Analysis
Education
New Jersey Institute of Technology
Bachelor of Science (BS), Biological Sciences + Finance/Entrepreneurship
IQPC June 2015 - Present
WBB Securities LLC July 2012 - July 2014
Open Road Auto Group May 2011 - July 2012
U.S. Immigration and Customs Enforcement (ICE) June 2010 - December 2010
Skills
Customer Service, Management, Microsoft Office, Market Research, Negotiation, Research, Written Communication, Oral Communication, Detail Oriented, Organization Skills, Interpersonal Skills, Leadership, Organizational..., Employee Engagement, Change Management, Personnel Management
Education
Rutgers University-New Brunswick 2008 — 2012
Bachelor’s Degree, Political Science and Government
Nationwide Insurance June 2015 - August 2015
WBB Securities LLC December 2014 - May 2015
Rutgers University Student Life December 2013 - May 2015
AXA Financial June 2014 - August 2014
Hindu Youth Summer Camp July 2012 - July 2014
Skills
Microsoft Excel, Microsoft Office, Customer Service, Social Media, Microsoft Word, Leadership, Social Networking, Data Analysis, Public Speaking, PowerPoint, Teamwork, Access, Management, Financial Analysis
Education
Rutgers Business School 2012 — 2016
Finance, General
Prudential Financial June 2015 - August 2015
WBB Securities LLC September 2014 - December 2014
BNY Mellon June 2014 - August 2014
Acotel Interactive June 2012 - August 2012
Lenovo June 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Public Speaking, Social Media, Tamil, Research, Analysis, Management, Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
Bachelor's Degree, Finance and Mathematics, 3.77
Montgomery High School 2008 — 2012
WBB Securities LLC June 2015 - Present
Chivukula For Congress September 2012 - October 2012
New Jersey Democratic State Committee July 2012 - August 2012
Linda Greenstein for State Assembly September 2011 - November 2011
New Jersey Democratic State Committee July 2011 - August 2011
Rush Holt for Congress September 2010 - November 2010
Skills
Political Campaigns, OCaml, Java, Python, Politics, Grassroots Organizing, PowerPoint, Microsoft Excel, Microsoft Word, Unix
Education
Cornell University 2013 — 2018
Bachelor's of Arts, Computer Science, and Economics, Sophomore
South Brunswick High School 2009 — 2013
WBB Securities LLC September 2014 - Present
The Annex Sports Performance Center August 2014 - June 2015
Summit Board of Education May 2013 - August 2013
S-L Painting May 2012 - August 2012
Dome Construction July 2011 - August 2011
Skills
Sales, B2B Marketing, Social Media Marketing, Hardworking, Solid Computer Skills, Problem Solving, Fitness Training, Teamwork, Microsoft Office, Accounting, Finance, Managerial Finance, Business Marketing, Fitness Instruction, Sports Nutrition, Crossfit Level 1..., Market Research, Biotechnology Industry, Healthcare Industry
Education
Saint Michael's College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Summit High School
Republic Airways Holdings, Inc. April 2007 - Present
Wells Fargo May 2011 - August 2011
WBB Securities, LLC November 2010 - April 2011
Embry-Riddle Aeronautical University August 2006 - April 2007
Spectrum Flying Club March 2005 - August 2006
Skills
Flights, Airlines, Aircraft, Airports, Piloting, Commercial Aviation, Flight Safety, Flight Planning, Flight Training, Aviation, Microsoft Office, Microsoft Excel, Aerospace, Cross-functional Team...
Education
Rutgers Business School 2010 — 2012
Masters of Business Administration, Finance, Management and Business Strategy
University of Illinois at Urbana-Champaign 2008 — 2012
Certificate of Professional Development, Applied Mathematics
Embry-Riddle Aeronautical University 2002 — 2005
B.S., Aeronautics
McGraw Hill Financial June 2015 - August 2015
WBB Securities LLC June 2014 - August 2014
Birmingham Children's Hospital NHS Foundation Trust December 2013 - December 2013
CareFirst OB/GYN July 2012 - October 2013
Skills
Microsoft Excel - Pivot..., Accounting 1 (Financial..., Microsoft Office, Teamwork, Time Management, Accounting 2..., Customer Service, Research, Social Media, Public Speaking, English, PowerPoint, Microsoft Word, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2016
Bachelor's Degree
Morgan Stanley June 2015 - August 2015
WBB Securities LLC February 2015 - May 2015
UBS June 2014 - August 2014
Thrillist June 2012 - August 2012
Education
Rutgers University-New Brunswick
Bachelor of Science (B.S.), Finance and Mathematics
Westland Financial Services January 2007 - Present
NABD 2003 - Present
TCFG Wealth Management June 2013 - October 2014
FINRA Small Firm Advisory Board January 2013 - October 2014
WBB Securities, LLC April 2007 - April 2013
FINRA August 2010 - December 2012
James Mitchell & Co. 1994 - 2006
Education
San Diego State University-California State University 1975 — 1978
American Mensa July 2013 - Present
EndGame Consulting Group, LLC January 2011 - Present
NAIBD January 1999 - Present
San Diego Mensa July 2008 - June 2014
San Diego Zoo Global 2011 - 2013
San Diego Mensa July 2011 - July 2012
San Diego Mensa July 2010 - June 2012
WBB Securities, LLC December 2001 - January 2011
Financial Services Institute 2006 - 2007
President's National HIre Veterans Committee 2003 - 2006
Skills
Audit, Compliance, Committees, Securities, Internal Controls, Auditing, Internal Audit, Risk Management, Risk Assessment, Financial Reporting, Corporate Governance, FINRA, Series 7, Equities, SEC reporting, AML, Compliance Audits, Series 63, Bonds, Mutual Funds, Capital Markets, Series 24, External Audit, Financial Accounting, Governance, Hedge Funds, Financial Services, Asset Management, Mergers & Acquisitions, SEC filings, Due Diligence, Corporate Development, Executive Management, Strategic Financial..., Financial Risk, Financial Modeling, Private Equity, Portfolio Management, Trading, Investment Advisory, Quality Auditing, Financial Analysis, Finance, Management Consulting, Analysis, Alternative Investments, Investments, Management, Wealth Management, Venture Capital
Education
San Diego State University-California State University 1989 — 1994
BS/MBA, Finance/Management
Bonita Vista High School 1972 — 1975
WBB Securities LLC December 2001 - Present
United States Marine Corps 1982 - 2004
Skills
Securities, Fixed Income, Investments, Asset Management, Valuation, Strategic Planning, Series 7, Portfolio Management, Equities, Investment Banking, National Security, Capital Markets, Risk Management, Financial Modeling, Series 63, Strategy
Education
Columbia University in the City of New York
BA/MBA
Stevens Institute of Technology August 2014 - Present
INCOSE 2014 - Present
Machine learning in Finance Workshop 2015 - 2015
UBS May 2014 - September 2014
WBB Securities LLC January 2014 - May 2014
Jefferies & Company May 2012 - August 2012
FDM Group September 2011 - March 2012
Optimal Consultancy Inc June 2010 - August 2011
ATS November 2005 - June 2010
The Stop & Shop Supermarkets Company February 2004 - May 2005
Skills
SQL, VBA, C++, Microsoft SQL Server, Analysis, Derivatives, Oracle, Financial Modeling, Quantitative Analytics, Options, Databases, Java
Education
Stevens Institute of Technology 2013 — 2014
Certification of Graduate Studies, Engineering System Security
Stevens Institute of Technology, School of Systems and Enterprises 2010 — 2012
Master of Science, Financial Engineering; Mathematics of Financial Engineering; Computational methods in Finance
Kean University 1997 — 2002
B.S., Finance and Economics
Kean University 1997 — 2002
School of Business; Bachelor of Science; Bachelor of Science, Government; Finance; Economics
Seton Hall University, Stillman School of Business
Accounting and Business Law
WBB Securities LLC March 2015 - Present
Bank of America June 2014 - March 2015
UBS Financial Services, Inc. November 2012 - May 2014
Folio Dynamix Advisors May 2012 - August 2012
UBS January 2012 - May 2012
Skills
Cold Calling, Appointment Generation, Data Analysis, Budget Analysis, Microsoft Excel, Microsoft Office, Customer Service, Fixed Income, Portfolio Management, Bloomberg, Valuation, Equities, Microsoft Word, PowerPoint, Investments, Strategic Financial..., Financial Analysis, Social Media, Financial Modeling, Financial Planning
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Science (BS), Finance