American Independence Financial Services

Description

Address: 230 Park Ave #534, New York, NY 10169 Phone: (212) 488-1331Website: Place name: : : : Hours: Category: : : : Website: http://americanindependence.com/ Category: ATM Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of American Independence Financial Services Posting publicly on the Web Write a review Reviews Be the first to review

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American Independence Financial Services Employees

Employee
Years
Job
Industry
Diane Devito Diane Devito Greater New York City Area Details
Diane Devito's American Independence Financial Services Experience 2010 - 2014
Job Administrative AssistantHR at Sumitomo Corporation of Americas
Industry Financial Services
Experience
Sumitomo Corporation of Americas  March 2014 - Present
American Independence Financial Services   2010 - 2014
Guiding Eyes for the Blind  2001 - 2008
Ford Foundation  1993 - 1999

Skills
Office management, Administrative..., Office Administration, Spreadsheets, Travel Arrangements, Data Entry, Invoicing, Calendaring, Confidentiality, Outlook, Calendars, Executive Support, Telephone Skills

Education
Marymount Manhattan College

Nassua Community College

John A. Burke John A. Burke Greenwich, Connecticut Details
John A. Burke's American Independence Financial Services Experience May 2013 - May 2014
Job Consultant, ETF Research and Trading
Industry Financial Services
Experience
Tuttle Tactical Management   June 2014 - Present
ETF Portfolio Construction and Trading   March 2012 - Present
American Independence Financial Services   May 2013 - May 2014
AVATAR ASSOCIATES, LLP   January 2006 - March 2012
OPUS TRADING   2003 - 2005
KAUFMAN BROTHERS   January 2001 - January 2002
ABN AMRO  January 1998 - January 2001
DAIN RAUSCHER WESSELS  January 1996 - January 1998
Montgomery Securities  January 1992 - January 1996
Guzman & Company  January 1989 - January 1992

Skills
Equity Trading, Trading Systems, Investment Banking, Trading Strategies, Equity Derivatives, Mutual Funds, Investments, Alternative Investments, Traders, Asset Allocation, Technical Analysis, Electronic Trading, Investment Management, Asset Management, Hedging, Bloomberg, Portfolio Management, Proprietary Trading, Hedge Funds, Series 7, Equities, ETFs, Trading

Education
Denison University
B.A, Economics

Denison University   1978 — 1985
BA, Economics

Middlesex School   1975 — 1978

Ariel Babcock, CFA Ariel Babcock, CFA Boston, Massachusetts Details
Ariel Babcock, CFA's American Independence Financial Services Experience May 2007 - June 2012
Job Investment Industry Professional
Industry Investment Management
Experience
Calamos Investments  July 2012 - January 2015
American Independence Financial Services   May 2007 - June 2012
Miller & Jacobs Capital, LLC   March 2005 - May 2007
James River Capital Corp.   August 2004 - March 2005

Skills
Valuation, Investments, Asset Management, Portfolio Management, Financial Statement..., Asset Managment, Mutual Funds, Equities, Equity Research, Hedge Funds, Trading, Financial Modeling, Finance, Structured Finance, Hedging, Alternative Investments, Asset Allocation, Risk Management, Fixed Income, Bloomberg

Education
Tufts University   2000 — 2004
BA, Economics, Environmental Studies

Good Hope School

Richard Catts Richard Catts Greater Philadelphia Area Details
Richard Catts's American Independence Financial Services Experience September 2010 - December 2011
Job Senior Portfolio Strategist at Jackson National Life Distributors, LLC
Industry Investment Management
Experience
American Independence Financial Services   September 2010 - December 2011
AllianceBernstein  July 2008 - August 2009
Alliance Bernstein  December 2007 - July 2008
Alliance Capital  2002 - 2007
Regent Investor Services   1998 - 2002
Palley Needelman Asset Management   1996 - 1998
Wolf, Webb, Burk and Campbell   1987 - 1996
Saint Joseph's University  1987 - 1991
Continental Bank  1981 - 1983

Skills
Behavioral Finance, Alternative Investments, Separately Managed..., Asset Allocation, Series 7, Mutual Funds

Education
CAIA
Chartered Alternative Investment Analyst

CFA Institute
CFA

Temple University   1982 — 1986
MS, Finance

University of Delaware   1975 — 1980
BS, Economics

Tom Eggers Tom Eggers Greater New York City Area Details
Tom Eggers's American Independence Financial Services Experience June 2010 - June 2011
Job Vice Chairman of the Board. Calamos Investments
Industry Investment Management
Experience
Minyanville Media, Inc.   July 2008 - July 2014
NexTalk   June 2008 - July 2014
USAA Financial Services   2011 - 2012
American Independence Financial Services   June 2010 - June 2011
Dreyfus (BNY Mellon)   April 1996 - April 2008
Scudder Investments (Deutsche Bank)   April 2002 - March 2005
PaineWebber (UBS)   September 1979 - March 1996

Skills
Alternative Investments, Asset Allocation, Asset Managment, Asset Management, Finance, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Management, Morningstar, Mutual Funds, Portfolio Management, Public Speaking, Retirement Planning, Sales, Series 63, Series 7, Strategic Planning, Team Building, Wealth Management, Equities, Executive Management, Securities

Education
University of Pennsylvania - The Wharton School   1986 — 1988
SII, Financial services

Marquette University   1972 — 1976
Journalism

Tammy Miller Tammy Miller Portland, Oregon Area Details
Tammy Miller's American Independence Financial Services Experience May 2007 - June 2012
Job Managing Partner at Eight Bridges Capital Management ~ and ~ Owner, Cerulean Skies Winery
Industry Investment Management
Experience
Eight Bridges Capital Management   January 2015 - Present
Cerulean Skies Winery   January 2010 - Present
White Space  June 2013 - Present
Calamos Investments  July 2012 - January 2015
FocusPoint Advisors, LLC   August 2009 - July 2012
American Independence Financial Services   May 2007 - June 2012
Miller & Jacobs Capital, LLC   July 2005 - January 2009
Mizuho Corporate Bank  September 1994 - July 2005

Skills
Portfolio Management, Asset Management, Leveraged Finance, Equity Research, Restructuring, Corporate Advisory, Structured Finance, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Equities, Financial Analysis, Hedge Funds, Investments, Business Strategy, Credit Analysis, Alternative Investments, New Business Development, Energy, Asset Managment, Securities, Strategy, Finance, Financial Services, Trading

Education
Cornell University - S.C. Johnson Graduate School of Management   1992 — 1994
MBA

Middlebury College   1988 — 1992
BA, International Politics & Economics

Università degli Studi di Firenze   1990 — 1991
International Economics with Mario Draghi

Pine Crest School   1975 — 1988

Anthony Iuso Anthony Iuso Greater New York City Area Details
Anthony Iuso's American Independence Financial Services Experience 2014 - 2015
Job Medical Intern at St. Barnabas Hospital, Student at Fordham University
Industry Biotechnology
Experience
St. Barnabas Hospital  2015 - Present
Fordham University  September 2014 - Present
Fordham University  October 2013 - Present
American Independence Financial Services   2014 - 2015

Skills
Research, Public Speaking, Laboratory Skills, Time Management, Public Relations, Academic Tutoring, Microsoft Word, Teamwork, PowerPoint, Microsoft Excel, NMR Spectroscopy, Molecular & Cellular..., Facebook, Work Ethic

Education
Fordham University   2013 — 2017
Pre-Medicine/Pre-Medical Studies, Junior

Seton Hall Preparatory School   2009 — 2013
High School Diploma

Nathan Rubin Nathan Rubin New York, New York Details
Nathan Rubin's American Independence Financial Services Experience June 2013 - January 2014
Job Student at Fordham University
Industry
Experience
Bessemer Venture Partners  June 2015 - Present
PwC  October 2014 - November 2014
JA Forlines Global Investment Managment   June 2014 - August 2014
American Independence Financial Services   June 2013 - January 2014
Baller Social TV   February 2012 - June 2013

Skills
Public Speaking, Teamwork, Microsoft Excel, Investment Research, Sales, Marketing, WordPress, Microsoft Word, PowerPoint, Management, Microsoft Office, Research, Writing, Social Networking, Mathematics, Leadership

Education
Fordham University   2013 — 2017
Finance, General, 3.52

Brophy college prep   2009 — 2013
Diploma

Maricopa Community Colleges   2009 — 2013

Michael A. Loizou Michael A. Loizou Greater New York City Area Details
Michael A. Loizou's American Independence Financial Services Experience March 2008 - August 2010
Job Director | Marketing and Business Development at PCIS
Industry Marketing and Advertising
Experience
PCIS ~ Knowledge Infused Technology   August 2013 - Present
Corbis  December 2012 - August 2013
NMA Entertainment & Marketing  June 2010 - December 2012
American Independence Financial Services   March 2008 - August 2010
American Independence Financial Services   October 2007 - May 2010
Delta Air Lines  February 2007 - October 2007

Skills
Social Media, Account Management, Brand Management, Branded Entertainment, Promotions, Project Management, Public Relations, Marketing Strategy, Partnerships, Product Placement, Sponsorship, Digital Marketing, Digital Media, Entertainment, Integrated Marketing

Education
Emory University   2003 — 2007
BBA, Organizational Management and Finance

Emory University - Goizueta Business School   2003 — 2007
BBA, Finance & Organizational Management

Ranney   1991 — 2003

Stephanie C. Brown Stephanie C. Brown San Francisco Bay Area Details
Stephanie C. Brown's American Independence Financial Services Experience September 2005 - November 2006
Job Experienced HR Professional
Industry Human Resources
Experience
Essex Property Trust  March 2013 - April 2015
Lockheed Martin Space Systems Company  December 2006 - October 2012
American Independence Financial Services   September 2005 - November 2006
Tishman Speyer - New York City   June 2005 - November 2006
Golden Gate University  June 1997 - June 2005
Neiman Marcus  June 1993 - June 1997

Skills
Employee Relations, Talent Management, Employee Engagement, Leadership Development, Performance Management, Recruiting, Workforce Planning, Training, Coaching, Human Resources, Change Management, HR Policies, Succession Planning, College Recruiting, Career Development, Strategic Planning, Team Building, Employee Handbooks, Compensation, Employee Recognition, Employee Benefits, Organizational...

Education
Golden Gate University   2004 — 2005
Master of Science, Human Resource Management

Golden Gate University   1999 — 2002
Bachelor of Arts in Human Relations, Human Resource Management

Fashion Institute of Design & Merchandising   1993 — 1995
Associate of Arts, Merchandising & Marketing

Glenn Dorsey, CFA Glenn Dorsey, CFA Greater Denver Area Details
Glenn Dorsey, CFA's American Independence Financial Services Experience January 2009 - September 2012
Job Vice President, Client Portfolio Manager, Head of Private Wealth Management, Head of Advisor Services at Curian Capital
Industry Investment Management
Experience
Curian Capital  March 2013 - Present
Hudson Canyon Investment Counselors LLC   September 2012 - March 2013
American Independence Financial Services   January 2009 - September 2012
Reveille Asset Management   July 2006 - January 2009
Jamison Prince Asset Management   December 2004 - July 2006
Lyon, Stubbs & Tompkins, Inc.   1994 - 2005
Mitchell Hutchins   1990 - 1994
Bankers Trust Company (now Deutsche Bank)   1986 - 1989
Hamilton & Company  1985 - 1986

Skills
CFA, Series 7, Series 63, Series 65, Portfolio Management, client portfolio manager, Product Specialists, manager due diligence, Fixed Income, Equities, Mutual Funds, Trading, Alternative Investments, Asset Allocation, Investments, Asset Management, Derivatives, ETFs, Bloomberg, Global Macro, Wealth Management

Education
Rider University   1982 — 1986
BS, Accouning/Finance

Eric Bretscher Eric Bretscher Long Beach, New York Details
Eric Bretscher's American Independence Financial Services Experience February 2009 - March 2010
Job Collateral Analyst at Morgan Stanley.
Industry Financial Services
Experience
Morgan Stanley  November 2014 - Present
Oppenheimer & Co.   November 2010 - February 2014
Oppenheimer & Co  November 2010 - November 2011
American Independence Financial Services   February 2009 - March 2010

Skills
Portfolio Management

Education
Quinnipiac University   2004 — 2008
Bachelor of Science (BS), Entrepreneurship And Small Business Management

Quinnipiac University - School of Business   2004 — 2008
Bachelor of Science, Entrepreneurship & Small Business Management

Randy Lierman, CIMA Randy Lierman, CIMA Greater St. Louis Area Details
Randy Lierman, CIMA's American Independence Financial Services Experience June 2013 - September 2013
Job Regional Vice President at Water Island Capital, LLC
Industry Investment Management
Experience
Water Island Capital, LLC  October 2013 - September 2015
American Independence Financial Services   June 2013 - September 2013
GRN Chesterfield   February 2012 - May 2013
Newton Capital Management, LLC / Bank of New York Mellon   2007 - 2011
Dreyfus Investments/Bank of New York Mellon   2004 - 2007
Rogers & Company, LLC, Black Diamond, LLC, & Daedalus Capital   2002 - 2004
Dreyfus Investments/Bank of New York Mellon   1998 - 2002
Seligman  1992 - 1996

Skills
Strong Presentation..., Complex Problem Solving..., Investment Competence, Skilled in..., Results Oriented Success, Investment Strategies, Alternative Investments, Asset Management, Investment Products, Goal Oriented, Investments, Asset Managment, Strategy, Portfolio Management, Start-ups, Investment Management, Series 7, Business Development, Mutual Funds, Asset Allocation, Wealth Management, Equities, Entrepreneurship, ETFs, Series 63, Hedge Funds, CRM, Separately Managed..., Financial Advisory, Investment Advisory, Securities, Fixed Income, Problem Solving, Leadership, Retirement Planning, Strategic Planning, Financial Services, Series 24, Retirement, Series 65, Private Equity, Bonds, Series 6, FINRA, Uniform Combined State..., Sales, Financial Analysis, IRAs, Financial Markets, Estate Planning

Education
CAIA Association   2014 — 2014
Fundamentals of Alternative Investments Certificate, Alternative Investments, Passing

IMCA - The Wharton School of Business   2001 — 2001
CIMA & Investment Strategist Certificate, Investments and Securities

Northwest Learning Institute   1985 — 1986
Masters of Analysis, Real Estate Investments

Truman State University   1977 — 1981
B.S., Business Administration

Keith Fletcher Keith Fletcher Greater New York City Area Details
Keith Fletcher's American Independence Financial Services Experience 2013 - Present
Job Vice Chairman at American Independence Financial Services
Industry Investment Management
Experience
American Independence Financial Services   2013 - Present
Guggenheim Investments  2008 - 2012
Lyster Watson   November 2007 - November 2008
Fletcher Financial Group Inc.   2004 - 2007
Van Eck Global  1992 - 2004
Fidelity Investments  1989 - 1992
Furman Selz  1985 - 1989
Dreyfus  1979 - 1985

Skills
Mutual Funds, Alternative Investments, ETFs, Series 7, Asset Managment, Equities, Hedge Funds, Investments, Portfolio Management, Series 63, Investment Strategies, Fixed Income, Asset Allocation, Asset Management, Financial Services, Investment Management, Securities, Series 24

Education
Saint Peter's University   1975 — 1979

Weehawken High School   1972 — 1975

Joseph M. Fuschillo CIMA Joseph M. Fuschillo CIMA Greater New York City Area Details
Joseph M. Fuschillo CIMA's American Independence Financial Services Experience April 2010 - February 2012
Job EVP BNY/Dreyfus
Industry Financial Services
Experience
BNY/Dreyfus   February 2012 - Present
American Independence Financial Services   April 2010 - February 2012
Prudential Annuities  November 2006 - January 2009
UBS Wealth Management  June 1985 - November 2006
UBS Wealth Management  June 1985 - November 2006

Skills
Mutual Funds, Annuities, Asset Management, Wealth Management, Banking, Asset Managment, Financial Services, Fixed Income, Insurance, Relationship Management, Sales, Strategic Financial..., Fixed Annuities, Financial Advisory, Venture Capital, Start-ups, Securities, Finance, Investment Management, Series 7, Leadership, Hedge Funds, Financial Planning

Education
Adelphi University
MBA, Economics

Chaminade High School

Saint John's University - Peter J. Tobin College of Business
Bachelor of Science, Finance

Kevin Kim, CRPC Kevin Kim, CRPC Greater Atlanta Area Details
Kevin Kim, CRPC's American Independence Financial Services Experience November 2008 - December 2009
Job VP, Private Client Advisor at U.S. Trust, Bank of America Private Wealth
Industry Financial Services
Experience
U.S. Trust   August 2015 - Present
Merrill Edge, Bank of America   July 2012 - August 2015
Etrade Financial  May 2010 - June 2012
American Independence Financial Services   November 2008 - December 2009
JPMorgan Chase & Co.   August 2006 - May 2008
Wells Fargo  September 2002 - July 2006
Xerox  April 1999 - August 2002
Roan Capital Partners LP   March 1996 - January 1998

Skills
Series 7, Wealth Management, Portfolio Management, Investment Advisory, Securities, Asset Allocation, Mutual Funds, Series 63, Investments, Asset Management

Education
American InterContinental University   2009 — 2011
Master's degree, Information Technology and Finance

Marymount University   1999 — 2004
BBA, Business Law and Finance