Auriga USA LLC
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Auriga USA LLC Employees
Employee
Years
Job
Industry
Irakliy Makhatadze Irakliy Makhatadze's Auriga USA LLC Experience August 2011 - January 2012
Job Financial Engineer Officer at State Street
Industry Financial Services
Experience
State Street November 2014 - Present
Simon Graduate School of Business, University of Rochester January 2010 - Present
Moody's Corporation July 2013 - November 2014
Aurelian Global Holdings March 2013 - July 2013
J H Darbie & Co. December 2012 - March 2013
Auriga USA, LLC August 2011 - January 2012
SAS experience March 2011 - June 2011
Simon Graduate School of Business, University of Rochester January 2010 - June 2011
Optimization and Stochastic Simulation January 2010 - June 2011
KPMG April 2008 - October 2009
Skills
Financial Modeling, Valuation, Quantitative Analysis, SAS, SPSS, Statistics, DCF, Eviews, Corporate Finance, Financial Analysis, Economics, Crystal Ball, Monte Carlo Simulation, Optimization, Regression Testing, Discrete Event..., Game Theory, Multivariate Statistics, CAPM, Options Pricing, Pricing, Decision Trees, Event Study, Firm Valuation, Time Series Analysis, MBA, Investment Banking, Asset Managment, Midtown, Black-Scholes, Economic Value Added, Portfolio Optimization, Problem Solving, M&A Modeling, Mergers, Acquistions, Capital Raising, Negotiation, Multilingual, Russian, Georgian, French, English, Financial Statement..., International Business..., Energy, Telecommunications, Renewable Energy, Big 4, CFA Candidate
Education
University of Rochester - Simon Business School 2009 — 2011
Master of Science in Business Administration, Finance, Business Systems Consulting
Moscow State Institute of International Relations (University) MFA Russia (MGIMO 2006 — 2008
Master of Arts, Economics
Moscow State Institute of International Relations (University) MFA Russia (MGIMO 2002 — 2006
Bachelor of Arts, Economics
State Street November 2014 - Present
Simon Graduate School of Business, University of Rochester January 2010 - Present
Moody's Corporation July 2013 - November 2014
Aurelian Global Holdings March 2013 - July 2013
J H Darbie & Co. December 2012 - March 2013
Auriga USA, LLC August 2011 - January 2012
SAS experience March 2011 - June 2011
Simon Graduate School of Business, University of Rochester January 2010 - June 2011
Optimization and Stochastic Simulation January 2010 - June 2011
KPMG April 2008 - October 2009
Skills
Financial Modeling, Valuation, Quantitative Analysis, SAS, SPSS, Statistics, DCF, Eviews, Corporate Finance, Financial Analysis, Economics, Crystal Ball, Monte Carlo Simulation, Optimization, Regression Testing, Discrete Event..., Game Theory, Multivariate Statistics, CAPM, Options Pricing, Pricing, Decision Trees, Event Study, Firm Valuation, Time Series Analysis, MBA, Investment Banking, Asset Managment, Midtown, Black-Scholes, Economic Value Added, Portfolio Optimization, Problem Solving, M&A Modeling, Mergers, Acquistions, Capital Raising, Negotiation, Multilingual, Russian, Georgian, French, English, Financial Statement..., International Business..., Energy, Telecommunications, Renewable Energy, Big 4, CFA Candidate
Education
University of Rochester - Simon Business School 2009 — 2011
Master of Science in Business Administration, Finance, Business Systems Consulting
Moscow State Institute of International Relations (University) MFA Russia (MGIMO 2006 — 2008
Master of Arts, Economics
Moscow State Institute of International Relations (University) MFA Russia (MGIMO 2002 — 2006
Bachelor of Arts, Economics
Shiwei Yan Shiwei Yan's Auriga USA LLC Experience February 2012 - April 2012
Job Client Financal Analyst Ogilvy & Mather
Industry Financial Services
Experience
Ogilvy & Mather June 2013 - Present
McKinsey & Company May 2012 - February 2013
Auriga USA, LLC February 2012 - April 2012
Permasteelisa Spa July 2011 - January 2012
Dean Financial Group, LLC April 2011 - July 2011
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts, Economics
Ogilvy & Mather June 2013 - Present
McKinsey & Company May 2012 - February 2013
Auriga USA, LLC February 2012 - April 2012
Permasteelisa Spa July 2011 - January 2012
Dean Financial Group, LLC April 2011 - July 2011
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts, Economics
Matthew Fallon Matthew Fallon's Auriga USA LLC Experience March 2010 - December 2010
Job Finance Lead Oscar Mayer Cold Cuts at The Kraft Heinz Company
Industry Food & Beverages
Experience
The Kraft Heinz Company August 2015 - Present
Kraft Foods Group August 2014 - August 2015
Kraft Foods Group August 2013 - August 2014
Goldman Sachs May 2012 - August 2012
Pia Capital Mgmt. April 2011 - July 2011
Auriga USA, LLC March 2010 - December 2010
Arch Bay Capital February 2009 - February 2010
Citi July 2005 - November 2008
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Masters of Business Administration
Dartmouth College 2001 — 2005
Bachelor of Arts, Economics
The Kraft Heinz Company August 2015 - Present
Kraft Foods Group August 2014 - August 2015
Kraft Foods Group August 2013 - August 2014
Goldman Sachs May 2012 - August 2012
Pia Capital Mgmt. April 2011 - July 2011
Auriga USA, LLC March 2010 - December 2010
Arch Bay Capital February 2009 - February 2010
Citi July 2005 - November 2008
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Masters of Business Administration
Dartmouth College 2001 — 2005
Bachelor of Arts, Economics
Dan Whalen Dan Whalen's Auriga USA LLC Experience September 2011 - June 2012
Job Senior Vice President at ICR
Industry Financial Services
Experience
ICR January 2015 - Present
Topeka Capital Markets, Inc September 2012 - January 2015
Auriga USA, LLC September 2011 - June 2012
CapStone Investments September 2009 - September 2011
Dahlman Rose & Co. February 2008 - February 2009
Bear Stearns May 2004 - February 2008
Harold C. Brown & Co. June 2003 - September 2004
Merrill Lynch Investment Managers July 1996 - June 2003
Skills
Metals, Specialty Materials, Proven track record as..., Leveraging all..., Buy-side, Sell Side
Education
Bucknell University 1992 — 1996
BA, Major: Economics; Minor: Biology
Delbarton 1989 — 1992
High School Diploma
ICR January 2015 - Present
Topeka Capital Markets, Inc September 2012 - January 2015
Auriga USA, LLC September 2011 - June 2012
CapStone Investments September 2009 - September 2011
Dahlman Rose & Co. February 2008 - February 2009
Bear Stearns May 2004 - February 2008
Harold C. Brown & Co. June 2003 - September 2004
Merrill Lynch Investment Managers July 1996 - June 2003
Skills
Metals, Specialty Materials, Proven track record as..., Leveraging all..., Buy-side, Sell Side
Education
Bucknell University 1992 — 1996
BA, Major: Economics; Minor: Biology
Delbarton 1989 — 1992
High School Diploma
Christopher Gentile Christopher Gentile's Auriga USA LLC Experience December 2011 - January 2012
Job Mid Office Trading Support Analyst II at Freddie Mac
Industry Investment Management
Experience
Freddie Mac July 2015 - Present
Freddie Mac July 2014 - Present
Wagner Resource Group September 2012 - June 2014
Auriga USA, LLC December 2011 - January 2012
AOC Solutions May 2011 - August 2011
Clarke & Leiper PLLC May 2010 - August 2010
Skills
Quantative Risk..., Rapid SQL, MS Query, Microsoft Excel, Analysis, Access, Budgets, Bloomberg, Customer Service, Investments, Microsoft Office, PowerPoint, Portfolio Management, Auditing, Social Media, Project Management, Social Networking, Account Management, Customer Satisfaction, Morningstar, Redtail, Pershing, Netx360, Microsof Outlook
Education
Radford University 2008 — 2012
BA, Finance Minor Economics (Cum Laude)
Freddie Mac July 2015 - Present
Freddie Mac July 2014 - Present
Wagner Resource Group September 2012 - June 2014
Auriga USA, LLC December 2011 - January 2012
AOC Solutions May 2011 - August 2011
Clarke & Leiper PLLC May 2010 - August 2010
Skills
Quantative Risk..., Rapid SQL, MS Query, Microsoft Excel, Analysis, Access, Budgets, Bloomberg, Customer Service, Investments, Microsoft Office, PowerPoint, Portfolio Management, Auditing, Social Media, Project Management, Social Networking, Account Management, Customer Satisfaction, Morningstar, Redtail, Pershing, Netx360, Microsof Outlook
Education
Radford University 2008 — 2012
BA, Finance Minor Economics (Cum Laude)
Gary Albanese, CFA, CMT Gary Albanese, CFA, CMT's Auriga USA LLC Experience September 2011 - June 2012
Job Senior Equity & Fixed Income Investment Analyst
Industry Financial Services
Experience
S&P Capital IQ March 2013 - Present
Auriga USA, LLC September 2011 - June 2012
CapStone Investments February 2011 - August 2011
Standard & Poor's January 2009 - March 2011
DellaCamera Capital Management April 2007 - January 2008
Raymond James Financial April 2003 - January 2007
Scotia Capital February 2001 - August 2002
Barclays Capital April 1998 - February 2001
Barclays Capital June 1993 - April 1998
Moody's June 1988 - June 1993
Skills
Fixed Income, Equities, Portfolio Management, Bonds, Investments, Trading, Investment Strategies, Equity Research, High Yield, Technical Analysis, Equity Trading, Equity Valuation, Valuation, Credit Risk, Investment Management, Asset Allocation, Fundamental Analysis, Trading Strategies, Analysis, Chartered Financial..., Relative Value, Consumer Products, Asset Managment, Fixed Income Analysis, Retail, Modeling, Food & Beverage, Restaurants, Financial Markets, Asset Management, Securities, Mutual Funds, Capital Markets
Education
Pace University - Lubin School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance
University of Delaware - Lerner College of Business and Economics 1984 — 1988
BS, Business Administration - Finance
S&P Capital IQ March 2013 - Present
Auriga USA, LLC September 2011 - June 2012
CapStone Investments February 2011 - August 2011
Standard & Poor's January 2009 - March 2011
DellaCamera Capital Management April 2007 - January 2008
Raymond James Financial April 2003 - January 2007
Scotia Capital February 2001 - August 2002
Barclays Capital April 1998 - February 2001
Barclays Capital June 1993 - April 1998
Moody's June 1988 - June 1993
Skills
Fixed Income, Equities, Portfolio Management, Bonds, Investments, Trading, Investment Strategies, Equity Research, High Yield, Technical Analysis, Equity Trading, Equity Valuation, Valuation, Credit Risk, Investment Management, Asset Allocation, Fundamental Analysis, Trading Strategies, Analysis, Chartered Financial..., Relative Value, Consumer Products, Asset Managment, Fixed Income Analysis, Retail, Modeling, Food & Beverage, Restaurants, Financial Markets, Asset Management, Securities, Mutual Funds, Capital Markets
Education
Pace University - Lubin School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance
University of Delaware - Lerner College of Business and Economics 1984 — 1988
BS, Business Administration - Finance
Kevin Bilzi's Auriga USA LLC Experience November 2013 - August 2014
Job Analyst Solar Energy Asset Management at Auriga Capital Management, LLC
Industry Financial Services
Experience
Auriga Capital Management, LLC August 2014 - Present
Auriga USA, LLC November 2013 - August 2014
PineBridge Investments June 2012 - August 2012
Skills
Investments, Fixed Income, Financial Modeling, Macroeconomics, Microsoft Excel, PowerPoint, Research, Financial Analysis, Valuation, Structured Products, Securities, Microsoft Word, MBS
Education
Hamilton College
Bachelor Degree, Economics/Government
University of Melbourne
Faculty of Economics
Auriga Capital Management, LLC August 2014 - Present
Auriga USA, LLC November 2013 - August 2014
PineBridge Investments June 2012 - August 2012
Skills
Investments, Fixed Income, Financial Modeling, Macroeconomics, Microsoft Excel, PowerPoint, Research, Financial Analysis, Valuation, Structured Products, Securities, Microsoft Word, MBS
Education
Hamilton College
Bachelor Degree, Economics/Government
University of Melbourne
Faculty of Economics
Gale Morrison Gale Morrison's Auriga USA LLC Experience November 2009 - March 2011
Job Cloud EPM Software and Services Sales and Marketing
Industry Information Technology and Services
Experience
Tarvos Technologies, a Host Analytics partner company June 2015 - Present
XBRL Investor Solutions June 2013 - May 2015
CRT Capital Group May 2011 - April 2013
Auriga USA, LLC November 2009 - March 2011
McClendon Morrison & Partners LLC January 2005 - April 2009
Agere Systems (now Avago) May 2003 - November 2004
Skills
EPM, Financial Modeling, CRM software, Roadshows, Corporate FP&A, Financial Analysis, Financial Reporting, Corporate Performance, Planning Budgeting &..., Business Intelligence, SaaS, Corporate Communications, Institutional Sales, Software Solution Sales, Bloomberg, CRM, Account Management, Sales, Series 7, Enterprise Software, Report Writing, Host Analytics, Series 63, Adaptive Insights, Marketing Event Planning, Management Accounting
Education
Tulane University 1989 — 1993
Bachelor of Science, Biology
Villanova University
Tarvos Technologies, a Host Analytics partner company June 2015 - Present
XBRL Investor Solutions June 2013 - May 2015
CRT Capital Group May 2011 - April 2013
Auriga USA, LLC November 2009 - March 2011
McClendon Morrison & Partners LLC January 2005 - April 2009
Agere Systems (now Avago) May 2003 - November 2004
Skills
EPM, Financial Modeling, CRM software, Roadshows, Corporate FP&A, Financial Analysis, Financial Reporting, Corporate Performance, Planning Budgeting &..., Business Intelligence, SaaS, Corporate Communications, Institutional Sales, Software Solution Sales, Bloomberg, CRM, Account Management, Sales, Series 7, Enterprise Software, Report Writing, Host Analytics, Series 63, Adaptive Insights, Marketing Event Planning, Management Accounting
Education
Tulane University 1989 — 1993
Bachelor of Science, Biology
Villanova University
Will McKenna Will McKenna's Auriga USA LLC Experience October 2012 - September 2013
Job Financial Associate at CuTech, LLC
Industry Research
Experience
Cu-Tech, LLC June 2015 - Present
The Expert Institute July 2014 - December 2014
ZocDoc May 2014 - July 2014
Summit Financial Resources, Inc. November 2013 - May 2014
Auriga USA, LLC October 2012 - September 2013
JP Morgan Chase April 2011 - August 2011
Skills
PowerPoint, Holistic Financial..., Strategic Financial..., Personal Financial..., Strategic Planning, Financial Analysis, Financial Modeling, Microsoft Excel, Economics, Finance, Microsoft Word, Microsoft Office, Analysis, Research, Sales, Outlook
Education
Bucknell University 2008 — 2012
Bachelor of Arts (BA), Economics
Seton Hall Prep 2004 — 2008
Cu-Tech, LLC June 2015 - Present
The Expert Institute July 2014 - December 2014
ZocDoc May 2014 - July 2014
Summit Financial Resources, Inc. November 2013 - May 2014
Auriga USA, LLC October 2012 - September 2013
JP Morgan Chase April 2011 - August 2011
Skills
PowerPoint, Holistic Financial..., Strategic Financial..., Personal Financial..., Strategic Planning, Financial Analysis, Financial Modeling, Microsoft Excel, Economics, Finance, Microsoft Word, Microsoft Office, Analysis, Research, Sales, Outlook
Education
Bucknell University 2008 — 2012
Bachelor of Arts (BA), Economics
Seton Hall Prep 2004 — 2008
Christopher Thom's Auriga USA LLC Experience March 2012 - August 2012
Job Vice President at Topeka Capital Markets, Inc
Industry Capital Markets
Experience
Topeka Capital Markets, Inc August 2012 - Present
Auriga USA, LLC March 2012 - August 2012
Cohen & Company Capital Markets, LLC February 2011 - February 2012
CapStone Investments January 2010 - February 2011
Blue Hill Capital, LLC May 2008 - November 2009
American Equity Mortgage January 2002 - May 2008
Morgan Stanley October 1997 - June 2001
Skills
Portfolio Management, Equities, Asset Allocation, Loans, Corporate Finance, Series 7, Trading, Investments, Capital Markets, Banking, Hedge Funds
Education
Boston College 1993 — 1997
Bachelor of Science (BS), Finance, General
Marquette University High School 1989 — 1993
Topeka Capital Markets, Inc August 2012 - Present
Auriga USA, LLC March 2012 - August 2012
Cohen & Company Capital Markets, LLC February 2011 - February 2012
CapStone Investments January 2010 - February 2011
Blue Hill Capital, LLC May 2008 - November 2009
American Equity Mortgage January 2002 - May 2008
Morgan Stanley October 1997 - June 2001
Skills
Portfolio Management, Equities, Asset Allocation, Loans, Corporate Finance, Series 7, Trading, Investments, Capital Markets, Banking, Hedge Funds
Education
Boston College 1993 — 1997
Bachelor of Science (BS), Finance, General
Marquette University High School 1989 — 1993
Sukhbat Lkhagvadorj Sukhbat Lkhagvadorj's Auriga USA LLC Experience June 2014 - August 2014
Job Research Associate at NERA Economic Consulting
Industry Financial Services
Experience
NERA Economic Consulting July 2015 - Present
Association of Mongolian Students in America December 2011 - Present
Auriga USA, LLC June 2014 - August 2014
Quantitative Analysis Center - Wesleyan University June 2013 - August 2013
Passion Driven Statistics (Coursera.org) - Wesleyan University March 2013 - May 2013
Hip Hop Mongolia March 2011 - March 2013
Wesleyan University February 2012 - January 2013
Office of Admission - Wesleyan University September 2011 - December 2012
TenGer Financial Group June 2012 - August 2012
Xac Bank January 2012 - January 2012
Skills
Public Speaking, Analysis, Data Analysis, Stata, Fundraising, Events Organisation, Statistics, Microsoft Office, Quantitative Analytics, SPSS, Research, Teaching, Market Research, Program Management, Proposal Writing, Leadership, Management Consulting, Project Management, Strategic Planning, Blogging, SAS, Events Organizer, Conference speaking, Nonprofits, Economics, Editing, Microsoft Excel
Education
Wesleyan University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Mathematics, A
University College London, U. of London 2014 — 2014
Philosophy and Mathematics
University of Amsterdam 2013 — 2013
Business and Finance
1st high school of Ulaanbaatar
High school diploma, A
NERA Economic Consulting July 2015 - Present
Association of Mongolian Students in America December 2011 - Present
Auriga USA, LLC June 2014 - August 2014
Quantitative Analysis Center - Wesleyan University June 2013 - August 2013
Passion Driven Statistics (Coursera.org) - Wesleyan University March 2013 - May 2013
Hip Hop Mongolia March 2011 - March 2013
Wesleyan University February 2012 - January 2013
Office of Admission - Wesleyan University September 2011 - December 2012
TenGer Financial Group June 2012 - August 2012
Xac Bank January 2012 - January 2012
Skills
Public Speaking, Analysis, Data Analysis, Stata, Fundraising, Events Organisation, Statistics, Microsoft Office, Quantitative Analytics, SPSS, Research, Teaching, Market Research, Program Management, Proposal Writing, Leadership, Management Consulting, Project Management, Strategic Planning, Blogging, SAS, Events Organizer, Conference speaking, Nonprofits, Economics, Editing, Microsoft Excel
Education
Wesleyan University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Mathematics, A
University College London, U. of London 2014 — 2014
Philosophy and Mathematics
University of Amsterdam 2013 — 2013
Business and Finance
1st high school of Ulaanbaatar
High school diploma, A
Sameer Thanawala Sameer Thanawala's Auriga USA LLC Experience September 2012 - September 2013
Job Associate Project & Acquistion Finance US at Banco Santander
Industry Financial Services
Experience
Banco Santander June 2015 - Present
Banco Santander September 2013 - June 2015
Auriga USA, LLC September 2012 - September 2013
Solar Power, Inc. August 2011 - August 2012
NCR Corporation 2010 - 2011
Education
Georgetown University 2008 — 2011
BA, Political Economy
Banco Santander June 2015 - Present
Banco Santander September 2013 - June 2015
Auriga USA, LLC September 2012 - September 2013
Solar Power, Inc. August 2011 - August 2012
NCR Corporation 2010 - 2011
Education
Georgetown University 2008 — 2011
BA, Political Economy
Maura Hunter Byrne Maura Hunter Byrne's Auriga USA LLC Experience June 2011 - March 2012
Job Managing Director, Golden Seeds
Industry Investment Banking
Experience
Golden Seeds October 2010 - Present
Auriga USA, LLC June 2011 - March 2012
Citigroup November 2002 - February 2009
Citigroup May 1998 - November 2002
JPMorgan August 1992 - May 1998
JPMorgan June 1983 - August 1992
Skills
Equity Valuation, IPO, Equity Research, Equities, Investment Banking, Capital Markets, Investments, Financial Modeling, Valuation, Private Equity, Due Diligence, Corporate Finance, Venture Capital, Mutual Funds, Angel Investing, Start-ups, Entrepreneurship, LBO, Investment Strategies, Strategy, Finance, Restructuring, Equity Trading
Education
Columbia University - Columbia Business School 1982 — 1983
MBA, Finance
Albertus Magnus College
BA, Mathematics
Golden Seeds October 2010 - Present
Auriga USA, LLC June 2011 - March 2012
Citigroup November 2002 - February 2009
Citigroup May 1998 - November 2002
JPMorgan August 1992 - May 1998
JPMorgan June 1983 - August 1992
Skills
Equity Valuation, IPO, Equity Research, Equities, Investment Banking, Capital Markets, Investments, Financial Modeling, Valuation, Private Equity, Due Diligence, Corporate Finance, Venture Capital, Mutual Funds, Angel Investing, Start-ups, Entrepreneurship, LBO, Investment Strategies, Strategy, Finance, Restructuring, Equity Trading
Education
Columbia University - Columbia Business School 1982 — 1983
MBA, Finance
Albertus Magnus College
BA, Mathematics
Rina Kremer Rina Kremer's Auriga USA LLC Experience June 2015 - August 2015
Job Research Analyst at L2 Inc.
Industry Publishing
Experience
L2 Inc. September 2015 - Present
Auriga USA, LLC June 2015 - August 2015
Wesleyan Local Co-Op June 2014 - May 2015
Wesleyan University January 2014 - May 2015
Wesleyan University June 2013 - May 2015
Wesleyan University September 2012 - May 2015
Wesleyan University December 2011 - August 2013
Care.com July 2012 - January 2013
Wesleyan University October 2011 - May 2012
Wesleyan University October 2011 - May 2012
Skills
Facebook, Editing, Organizational..., online correspondence, Community Outreach, Time Management, Blogging, Social Media, Grant Writing, Microsoft Office, Permaculture, Photography, Sustainability, Business Planning, Leadership, Proposal Writing, ArcGIS, Landscape Design, Microsoft Excel
Education
Wesleyan University 2012 — 2015
Bachelor of Arts (BA), East Asian Studies and Environmental Studies
Kansai Gaidai University 2013 — 2013
Japanese, Humanities
L2 Inc. September 2015 - Present
Auriga USA, LLC June 2015 - August 2015
Wesleyan Local Co-Op June 2014 - May 2015
Wesleyan University January 2014 - May 2015
Wesleyan University June 2013 - May 2015
Wesleyan University September 2012 - May 2015
Wesleyan University December 2011 - August 2013
Care.com July 2012 - January 2013
Wesleyan University October 2011 - May 2012
Wesleyan University October 2011 - May 2012
Skills
Facebook, Editing, Organizational..., online correspondence, Community Outreach, Time Management, Blogging, Social Media, Grant Writing, Microsoft Office, Permaculture, Photography, Sustainability, Business Planning, Leadership, Proposal Writing, ArcGIS, Landscape Design, Microsoft Excel
Education
Wesleyan University 2012 — 2015
Bachelor of Arts (BA), East Asian Studies and Environmental Studies
Kansai Gaidai University 2013 — 2013
Japanese, Humanities
Andrew Slutzky Andrew Slutzky's Auriga USA LLC Experience September 2010 - 2011
Job
Industry Restaurants
Experience
New View Advisors December 2011 - 2012
Auriga USA, LLC September 2010 - 2011
Bank of America February 2010 - June 2010
Anchor Street Mortgage, LLC June 2008 - February 2010
UBS May 2006 - May 2008
Credit Suisse First Boston 2004 - 2006
Centerline Capital Group 2003 - 2004
Skills
Structured Products, Residential Mortgages, Reverse Mortgages, Mortgage Banking, Mortgage Lending, Loan Origination, Fixed Income, Securitization, Tax Credits, New Business Development
Education
New York University 1997 — 2001
B.A.
Ithaca College 1996 — 1997
New View Advisors December 2011 - 2012
Auriga USA, LLC September 2010 - 2011
Bank of America February 2010 - June 2010
Anchor Street Mortgage, LLC June 2008 - February 2010
UBS May 2006 - May 2008
Credit Suisse First Boston 2004 - 2006
Centerline Capital Group 2003 - 2004
Skills
Structured Products, Residential Mortgages, Reverse Mortgages, Mortgage Banking, Mortgage Lending, Loan Origination, Fixed Income, Securitization, Tax Credits, New Business Development
Education
New York University 1997 — 2001
B.A.
Ithaca College 1996 — 1997
John Legacki John Legacki's Auriga USA LLC Experience October 2009 - November 2010
Job Account Executive at Anaplan
Industry Computer Software
Experience
Anaplan July 2015 - Present
Clarabridge March 2014 - June 2015
GoodData October 2012 - March 2014
Oracle/RightNow Technologies October 2010 - October 2012
Auriga USA, LLC October 2009 - November 2010
Telsey Advisory Group August 2007 - September 2009
Roth Capital Partners October 2005 - August 2007
Skills
SaaS, Strategic Partnerships, Salesforce.com, CRM, New Business Development, Sales, Sales Operations, Account Management, Business Intelligence, Enterprise Software, Solution Selling, Analytics, Business Strategy, Cloud Computing, Lead Generation, Marketing Strategy, Professional Services, Sales Process, Start-ups, Strategy
Education
University of California, Santa Barbara 1997 — 2001
Anaplan July 2015 - Present
Clarabridge March 2014 - June 2015
GoodData October 2012 - March 2014
Oracle/RightNow Technologies October 2010 - October 2012
Auriga USA, LLC October 2009 - November 2010
Telsey Advisory Group August 2007 - September 2009
Roth Capital Partners October 2005 - August 2007
Skills
SaaS, Strategic Partnerships, Salesforce.com, CRM, New Business Development, Sales, Sales Operations, Account Management, Business Intelligence, Enterprise Software, Solution Selling, Analytics, Business Strategy, Cloud Computing, Lead Generation, Marketing Strategy, Professional Services, Sales Process, Start-ups, Strategy
Education
University of California, Santa Barbara 1997 — 2001
Rob Zidar Rob Zidar's Auriga USA LLC Experience June 2011 - December 2011
Job Principal at ThirdParent
Industry Financial Services
Experience
ThirdParent February 2013 - Present
S2R Solutions, LLC December 2011 - Present
Auriga USA, LLC June 2011 - December 2011
Kaufman Bros. October 2009 - June 2011
Family Financial Group January 2008 - October 2009
Merrill Lynch Investment Managers July 1998 - July 2006
Robertson Stephens & Co. March 1992 - June 1998
Skills
Sales, Technology, Internet, SEO, Social Media Marketing, Video, Investments, Equities, Investment Management, Hedge Funds
Education
Ivey Business School at Western University 1984 — 1988
kirkland lake collegiate
ThirdParent February 2013 - Present
S2R Solutions, LLC December 2011 - Present
Auriga USA, LLC June 2011 - December 2011
Kaufman Bros. October 2009 - June 2011
Family Financial Group January 2008 - October 2009
Merrill Lynch Investment Managers July 1998 - July 2006
Robertson Stephens & Co. March 1992 - June 1998
Skills
Sales, Technology, Internet, SEO, Social Media Marketing, Video, Investments, Equities, Investment Management, Hedge Funds
Education
Ivey Business School at Western University 1984 — 1988
kirkland lake collegiate
Colin McKew Colin McKew's Auriga USA LLC Experience September 2012 - July 2014
Job Senior AnalystCapital Markets at Seneca Mortgage Management, LLC
Industry Financial Services
Experience
Seneca Mortgage Management, LLC June 2014 - Present
Auriga USA, LLC September 2012 - July 2014
1st Mariner Bank June 2011 - August 2011
J. L. Kenneally & Co, P.A. October 2010 - January 2011
Skills
Fixed Income, Residential Mortgages, Financial Analysis, Microsoft Excel, SQL Server Management..., SQL, VBA, Real Estate, Research, Series 7, Series 63, Intex, Data Analysis, Liquidity Analysis, Liquidity Management, Bloomberg
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (B.A.), Business/Finance
Loyola Blakefield 2001 — 2008
College Preparatory
Seneca Mortgage Management, LLC June 2014 - Present
Auriga USA, LLC September 2012 - July 2014
1st Mariner Bank June 2011 - August 2011
J. L. Kenneally & Co, P.A. October 2010 - January 2011
Skills
Fixed Income, Residential Mortgages, Financial Analysis, Microsoft Excel, SQL Server Management..., SQL, VBA, Real Estate, Research, Series 7, Series 63, Intex, Data Analysis, Liquidity Analysis, Liquidity Management, Bloomberg
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (B.A.), Business/Finance
Loyola Blakefield 2001 — 2008
College Preparatory
J Chiarelli's Auriga USA LLC Experience 2011 - January 2013
Job
Industry Financial Services
Experience
Chiarelli and Company, LLC May 2014 - Present
Sanuwave, Inc. February 2013 - April 2014
Auriga USA, LLC 2011 - January 2013
Chiarelli Healthcare Select Fund March 2011 - June 2011
Chiarelli & Company, LLC April 2009 - March 2011
Clarent Hospital Corporation April 2001 - October 2009
Wall Street Access July 2007 - September 2008
Oppenheimer & Co August 2003 - October 2005
Blaylock & Partners January 2002 - February 2003
JP Morgan February 1995 - February 2001
Skills
Research, Equities, Series 7, Hedge Funds, Equity Research, Capital Markets, Securities, Fixed Income, Investments, Alternative Investments, Series 63
Education
Cornell University - S.C. Johnson Graduate School of Management 1993 — 1993
Manhattan College
BBA
University of Hawaii - Shidler College of Business
MBA
Chiarelli and Company, LLC May 2014 - Present
Sanuwave, Inc. February 2013 - April 2014
Auriga USA, LLC 2011 - January 2013
Chiarelli Healthcare Select Fund March 2011 - June 2011
Chiarelli & Company, LLC April 2009 - March 2011
Clarent Hospital Corporation April 2001 - October 2009
Wall Street Access July 2007 - September 2008
Oppenheimer & Co August 2003 - October 2005
Blaylock & Partners January 2002 - February 2003
JP Morgan February 1995 - February 2001
Skills
Research, Equities, Series 7, Hedge Funds, Equity Research, Capital Markets, Securities, Fixed Income, Investments, Alternative Investments, Series 63
Education
Cornell University - S.C. Johnson Graduate School of Management 1993 — 1993
Manhattan College
BBA
University of Hawaii - Shidler College of Business
MBA
Chris Bley's Auriga USA LLC Experience July 2011 - June 2012
Job Investor Relations at Equalitas
Industry Primary/Secondary Education
Experience
Columbia University, Teachers College September 2013 - May 2015
Equalitas October 2012 - April 2013
Auriga USA LLC July 2011 - June 2012
Brentwood School January 2001 - October 2011
Democratic National Convention Commitee 2004 June 2004 - August 2004
Democratic National Convention Committee 2000 June 2000 - September 2000
Peace Corps June 1998 - June 2000
Clinton/Gore Inn December 1996 - January 1997
Clinton/Gore 1996 Re-Election September 1996 - November 1996
Democratic National Convention Committee January 1996 - September 1996
Skills
Fundraising, Politics, Government, Research, International Relations, Teaching, Volunteer Management, Romanian (Advanced..., Policy Analysis, Public Speaking, Spanish (Conversation..., Nonprofits, Community Outreach, Event Planning
Education
Teachers College of Columbia University 2013 — 2015
Master of Arts (M.A.), Politics and Education
Colorado State University 1991 — 1995
B.A., History
Santa Monica High School 1988 — 1991
Columbia University, Teachers College September 2013 - May 2015
Equalitas October 2012 - April 2013
Auriga USA LLC July 2011 - June 2012
Brentwood School January 2001 - October 2011
Democratic National Convention Commitee 2004 June 2004 - August 2004
Democratic National Convention Committee 2000 June 2000 - September 2000
Peace Corps June 1998 - June 2000
Clinton/Gore Inn December 1996 - January 1997
Clinton/Gore 1996 Re-Election September 1996 - November 1996
Democratic National Convention Committee January 1996 - September 1996
Skills
Fundraising, Politics, Government, Research, International Relations, Teaching, Volunteer Management, Romanian (Advanced..., Policy Analysis, Public Speaking, Spanish (Conversation..., Nonprofits, Community Outreach, Event Planning
Education
Teachers College of Columbia University 2013 — 2015
Master of Arts (M.A.), Politics and Education
Colorado State University 1991 — 1995
B.A., History
Santa Monica High School 1988 — 1991
Robert Tyrrell, CFA's Auriga USA LLC Experience January 2009 - September 2010
Job First Vice President RMBS Risk Management & Remediation
Industry Financial Services
Experience
Ambac October 2010 - Present
Auriga USA, LLC January 2009 - September 2010
The Winter Group December 2005 - July 2008
The Winter Group April 2004 - December 2005
The Winter Group August 2003 - April 2004
Skills
Structured RMBS, Residential Whole Loan..., Risk Management, Loss Mitigation, Credit, Portfolio Management, Loans, Mortgage Lending, Finance, Due Diligence, Financial Risk, Residential Mortgages, Securitization, MBS, Trading, Vendor Management, Analysis, Intex, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Ambac October 2010 - Present
Auriga USA, LLC January 2009 - September 2010
The Winter Group December 2005 - July 2008
The Winter Group April 2004 - December 2005
The Winter Group August 2003 - April 2004
Skills
Structured RMBS, Residential Whole Loan..., Risk Management, Loss Mitigation, Credit, Portfolio Management, Loans, Mortgage Lending, Finance, Due Diligence, Financial Risk, Residential Mortgages, Securitization, MBS, Trading, Vendor Management, Analysis, Intex, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Kim Opiatowski's Auriga USA LLC Experience January 2010 - December 2010
Job Event Driven Analyst / Sales Trader at Oscar Gruss
Industry Financial Services
Experience
Oscar Gruss September 2015 - Present
APB Financial Group, LLC November 2014 - September 2015
The Vertical Group October 2013 - September 2014
Louis Capital Markets February 2012 - December 2012
Auriga USA LLC January 2010 - December 2010
Pali Capital May 2004 - December 2010
J.P. Morgan January 2002 - December 2003
Foster Wheeler 1984 - 1986
Skills
Hedge Funds, Equity Trading, Investments, Series 7, Equities, Equity Research, CFA Level 2 Candidate, Financial Modeling, Mergers & Acquisitions, Trading, Bloomberg, Buy-side, FINRA, Series 63, Portfolio Management, Capital Markets, Equity Derivatives, Due Diligence, Finance, Options, Chartered Financial...
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance, 3.8
Stevens Institute of Technology 1991 — 1993
Master of Engineering, Chemical Engineering, 3.1
Davidson College 1984 — 1988
Bachelor of Science (B.S.), Chemistry
West Essex
Oscar Gruss September 2015 - Present
APB Financial Group, LLC November 2014 - September 2015
The Vertical Group October 2013 - September 2014
Louis Capital Markets February 2012 - December 2012
Auriga USA LLC January 2010 - December 2010
Pali Capital May 2004 - December 2010
J.P. Morgan January 2002 - December 2003
Foster Wheeler 1984 - 1986
Skills
Hedge Funds, Equity Trading, Investments, Series 7, Equities, Equity Research, CFA Level 2 Candidate, Financial Modeling, Mergers & Acquisitions, Trading, Bloomberg, Buy-side, FINRA, Series 63, Portfolio Management, Capital Markets, Equity Derivatives, Due Diligence, Finance, Options, Chartered Financial...
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance, 3.8
Stevens Institute of Technology 1991 — 1993
Master of Engineering, Chemical Engineering, 3.1
Davidson College 1984 — 1988
Bachelor of Science (B.S.), Chemistry
West Essex
Doug Bantum's Auriga USA LLC Experience September 2011 - June 2012
Job Senior Managing Director at WallachBeth Capital
Industry Financial Services
Experience
WallachBeth Capital July 2012 - Present
Auriga USA, LLC September 2011 - June 2012
CapStone Investments July 2009 - September 2011
Wedbush Morgan Securities July 2007 - July 2009
Education
Fordham University
BS
WallachBeth Capital July 2012 - Present
Auriga USA, LLC September 2011 - June 2012
CapStone Investments July 2009 - September 2011
Wedbush Morgan Securities July 2007 - July 2009
Education
Fordham University
BS
Robert Batista's Auriga USA LLC Experience 2008 - Present
Job Head of Operations at Auriga USA LLC
Industry Financial Services
Experience
Auriga USA LLC. 2008 - Present
Meldrum Asset Managment August 2005 - October 2008
Santander Investment September 1999 - August 2005
Banco Santander February 1998 - August 1999
Skills
Hedge Funds, Bloomberg, Fixed Income, Series 7, Equities, Securities, Bonds, Due Diligence, Settlement, Middle Office, Back Office, FX Options, Emerging Markets, Trading Systems, Derivatives, Risk Management, Investment Management, Financial Markets, Structured Products, FINRA, Credit Risk, Capital Markets, Corporate Finance, Credit, Currency
Education
City University of New York City College 1986 — 1993
Business Management, Economics
Auriga USA LLC. 2008 - Present
Meldrum Asset Managment August 2005 - October 2008
Santander Investment September 1999 - August 2005
Banco Santander February 1998 - August 1999
Skills
Hedge Funds, Bloomberg, Fixed Income, Series 7, Equities, Securities, Bonds, Due Diligence, Settlement, Middle Office, Back Office, FX Options, Emerging Markets, Trading Systems, Derivatives, Risk Management, Investment Management, Financial Markets, Structured Products, FINRA, Credit Risk, Capital Markets, Corporate Finance, Credit, Currency
Education
City University of New York City College 1986 — 1993
Business Management, Economics
Dana Cruz's Auriga USA LLC Experience February 2012 - June 2012
Job Consulting
Industry Insurance
Experience
Aflac December 2012 - Present
DC Merchant Consulting December 2013 - April 2015
Auriga USA, LLC February 2012 - June 2012
Wedge Partners June 2011 - January 2012
WJB Capital Group, Inc. April 2010 - February 2011
Brown Brothers Harriman July 2008 - March 2010
Bear Stearns April 2006 - October 2007
Bear Stearns January 2001 - April 2006
Merrill Lynch July 1999 - January 2001
Skills
Series 7, Hedge Funds, Equity Research, Equities, Bloomberg, Securities, Capital Markets, Trading, Equity Trading, Asset Managment, Trading Systems, Valuation, Investments, Derivatives, Sales, Business Development, Manage Client..., Product Development, Series 3, Series 66, Sales Presentations, Voluntary Employee..., Options, FINRA, Asset Management, Series 63, Electronic Trading, Alternative Investments, Mutual Funds, Financial Markets, Portfolio Management, Bonds, Fixed Income, Investment Strategies, Investment Banking, Asset Allocation, Investment Management, Insurance, Finance, Hedging, Financial Services, Bloomberg Terminal, Technical Analysis, Banking
Education
Pace University 1995 — 1999
Bachelor's degree, Finance
Aflac December 2012 - Present
DC Merchant Consulting December 2013 - April 2015
Auriga USA, LLC February 2012 - June 2012
Wedge Partners June 2011 - January 2012
WJB Capital Group, Inc. April 2010 - February 2011
Brown Brothers Harriman July 2008 - March 2010
Bear Stearns April 2006 - October 2007
Bear Stearns January 2001 - April 2006
Merrill Lynch July 1999 - January 2001
Skills
Series 7, Hedge Funds, Equity Research, Equities, Bloomberg, Securities, Capital Markets, Trading, Equity Trading, Asset Managment, Trading Systems, Valuation, Investments, Derivatives, Sales, Business Development, Manage Client..., Product Development, Series 3, Series 66, Sales Presentations, Voluntary Employee..., Options, FINRA, Asset Management, Series 63, Electronic Trading, Alternative Investments, Mutual Funds, Financial Markets, Portfolio Management, Bonds, Fixed Income, Investment Strategies, Investment Banking, Asset Allocation, Investment Management, Insurance, Finance, Hedging, Financial Services, Bloomberg Terminal, Technical Analysis, Banking
Education
Pace University 1995 — 1999
Bachelor's degree, Finance
Frank Dinucci's Auriga USA LLC Experience June 2012 - May 2015
Job Managing Director at Auriga USA, LLC
Industry Banking
Experience
AOC Securities May 2015 - Present
Auriga USA, LLC June 2012 - May 2015
Nomura Securities June 2009 - June 2012
JPMorgan Chase October 2007 - June 2009
Skills
Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds
Education
Tufts University 2001 — 2005
AOC Securities May 2015 - Present
Auriga USA, LLC June 2012 - May 2015
Nomura Securities June 2009 - June 2012
JPMorgan Chase October 2007 - June 2009
Skills
Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds
Education
Tufts University 2001 — 2005
Brian Doolittle's Auriga USA LLC Experience March 2014 - October 2014
Job Sr. VP Mortgage Trader at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities October 2014 - Present
Auriga USA, LLC March 2014 - October 2014
W.J. Bradley Mortgage Capital, LLC April 2013 - November 2013
Jefferies & Company February 2010 - February 2013
BACCHUS - Wine Made Simple January 2009 - January 2011
Countrywide Securities Corporation April 1998 - September 2008
IMIS 1997 - 1998
Stephens Inc. February 1988 - May 1997
Wells Fargo Bank January 1993 - January 1996
Skills
Trading, Fixed Income, Capital Markets, Bloomberg, Portfolio Management, Derivatives, Equities, Financial Modeling, Series 24, Series 7, Loans, Securities, Bonds, Investment Banking, Credit, Valuation, Series 63, Series 3, MBS, Event Management, Structured Finance, Structured Products, FINRA, Options, Asset Management
Education
University of Arkansas at Little Rock 1986 — 1992
Bachelor of Science (BS), Accounting and Finance
Wunderlich Securities October 2014 - Present
Auriga USA, LLC March 2014 - October 2014
W.J. Bradley Mortgage Capital, LLC April 2013 - November 2013
Jefferies & Company February 2010 - February 2013
BACCHUS - Wine Made Simple January 2009 - January 2011
Countrywide Securities Corporation April 1998 - September 2008
IMIS 1997 - 1998
Stephens Inc. February 1988 - May 1997
Wells Fargo Bank January 1993 - January 1996
Skills
Trading, Fixed Income, Capital Markets, Bloomberg, Portfolio Management, Derivatives, Equities, Financial Modeling, Series 24, Series 7, Loans, Securities, Bonds, Investment Banking, Credit, Valuation, Series 63, Series 3, MBS, Event Management, Structured Finance, Structured Products, FINRA, Options, Asset Management
Education
University of Arkansas at Little Rock 1986 — 1992
Bachelor of Science (BS), Accounting and Finance
Tom Bacon's Auriga USA LLC Experience January 2012 - June 2012
Job Loan Officer at WCS Lending
Industry Investment Management
Experience
WCS Lending April 2013 - Present
Auriga USA, LLC January 2012 - June 2012
CJS Securities May 2008 - May 2011
Lehman Brothers July 2002 - November 2007
Metzler 1999 - 2001
ABSA Securities May 1996 - November 1999
Saicor Securities May 1994 - May 1996
Value Line 1991 - 1994
Skills
Equities, Economics, Capital Markets, Bloomberg, Equity Research, Securities, Hedge Funds, Valuation, M&A experience, Asset Management, Fixed Income, Investments, Investment Banking, Portfolio Management, Series 7, Equity Valuation, Financial Modeling, Investment Strategies, Bonds, Mergers & Acquisitions, Finance, Financial Analysis, Alternative Investments
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance
College of the Holy Cross 1981 — 1985
BA, Economics
Brunswick School
Greenwich High School
WCS Lending April 2013 - Present
Auriga USA, LLC January 2012 - June 2012
CJS Securities May 2008 - May 2011
Lehman Brothers July 2002 - November 2007
Metzler 1999 - 2001
ABSA Securities May 1996 - November 1999
Saicor Securities May 1994 - May 1996
Value Line 1991 - 1994
Skills
Equities, Economics, Capital Markets, Bloomberg, Equity Research, Securities, Hedge Funds, Valuation, M&A experience, Asset Management, Fixed Income, Investments, Investment Banking, Portfolio Management, Series 7, Equity Valuation, Financial Modeling, Investment Strategies, Bonds, Mergers & Acquisitions, Finance, Financial Analysis, Alternative Investments
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance
College of the Holy Cross 1981 — 1985
BA, Economics
Brunswick School
Greenwich High School
Luke Fry's Auriga USA LLC Experience October 2011 - Present
Job Managing Director at Auriga USA, LLC
Industry Financial Services
Experience
AllergEase May 2012 - Present
Auriga USA, LLC October 2011 - Present
12th Street Capital LLC April 2009 - October 2011
Libertas Partners December 2007 - March 2009
WaMu Capital Corp September 2006 - December 2007
Banc of America Securities September 2000 - September 2006
Sanford C. Bernstein October 1998 - September 2000
Skills
Fixed Income
Education
Florida State University - College of Business 1995 — 1998
B.S., Finance & Real Estate
The Hill School 1993 — 1994
AllergEase May 2012 - Present
Auriga USA, LLC October 2011 - Present
12th Street Capital LLC April 2009 - October 2011
Libertas Partners December 2007 - March 2009
WaMu Capital Corp September 2006 - December 2007
Banc of America Securities September 2000 - September 2006
Sanford C. Bernstein October 1998 - September 2000
Skills
Fixed Income
Education
Florida State University - College of Business 1995 — 1998
B.S., Finance & Real Estate
The Hill School 1993 — 1994
Todd Pigott's Auriga USA LLC Experience July 2009 - July 2010
Job Financial Services | Institutional Sales | Business Development | Relationship Manager
Industry Financial Services
Experience
Sterne Agee February 2014 - April 2015
Macquarie Bank July 2010 - December 2013
Auriga USA, LLC July 2009 - July 2010
Sanford C. Bernstein August 2000 - March 2009
Skills
Equities, Equity Research, Institutional, Institutional Sales, Equity Sales, Series 7, Series 63, Investments, Bloomberg, Financial Modeling, Hedge Funds, Capital Markets, Asset Managment, Alternative Investments, Investment Strategies, Asset Management, Equity Valuation, Securities, Portfolio Management, Valuation
Education
UCLA Anderson School of Management
MBA, Finance
Syracuse University - Martin J. Whitman School of Management
BS, Finance
Sterne Agee February 2014 - April 2015
Macquarie Bank July 2010 - December 2013
Auriga USA, LLC July 2009 - July 2010
Sanford C. Bernstein August 2000 - March 2009
Skills
Equities, Equity Research, Institutional, Institutional Sales, Equity Sales, Series 7, Series 63, Investments, Bloomberg, Financial Modeling, Hedge Funds, Capital Markets, Asset Managment, Alternative Investments, Investment Strategies, Asset Management, Equity Valuation, Securities, Portfolio Management, Valuation
Education
UCLA Anderson School of Management
MBA, Finance
Syracuse University - Martin J. Whitman School of Management
BS, Finance
Brian Leadbetter's Auriga USA LLC Experience September 2011 - June 2012
Job Business Development at Globoforce
Industry Insurance
Experience
Globoforce December 2014 - Present
OANDA May 2014 - October 2014
Fanning Personnel July 2013 - May 2014
Devaney Energy June 2012 - 2013
Auriga USA LLC September 2011 - June 2012
CapStone Investments January 2011 - September 2011
Sidoti & Company LLC February 2009 - January 2011
Northwestern Mutual January 2008 - February 2009
Skills
Series 7, Series 63, Equities, Securities, Investments, Equity Research, Bloomberg, Financial Modeling, Fixed Income, Portfolio Management, Hedge Funds, Capital Markets, Asset Managment, Mutual Funds, Financial Analysis, Sales, Energy Management
Education
Bryant University 2004 — 2008
Bachelor of Science, Business Administration; Finance
Globoforce December 2014 - Present
OANDA May 2014 - October 2014
Fanning Personnel July 2013 - May 2014
Devaney Energy June 2012 - 2013
Auriga USA LLC September 2011 - June 2012
CapStone Investments January 2011 - September 2011
Sidoti & Company LLC February 2009 - January 2011
Northwestern Mutual January 2008 - February 2009
Skills
Series 7, Series 63, Equities, Securities, Investments, Equity Research, Bloomberg, Financial Modeling, Fixed Income, Portfolio Management, Hedge Funds, Capital Markets, Asset Managment, Mutual Funds, Financial Analysis, Sales, Energy Management
Education
Bryant University 2004 — 2008
Bachelor of Science, Business Administration; Finance
Demetri Diavatis's Auriga USA LLC Experience December 2008 - January 2010
Job Senior Vice President at FBR Capital Markets
Industry Financial Services
Experience
FBR Capital Markets February 2010 - Present
Auriga USA LLC December 2008 - January 2010
Caris & Company December 2006 - December 2008
FBR August 1997 - November 2006
Xerox September 1993 - August 1995
Education
Georgetown University - The McDonough School of Business 1995 — 1997
MBA, Finance
University of Maryland - Robert H. Smith School of Business 1989 — 1993
BS, Finance
FBR Capital Markets February 2010 - Present
Auriga USA LLC December 2008 - January 2010
Caris & Company December 2006 - December 2008
FBR August 1997 - November 2006
Xerox September 1993 - August 1995
Education
Georgetown University - The McDonough School of Business 1995 — 1997
MBA, Finance
University of Maryland - Robert H. Smith School of Business 1989 — 1993
BS, Finance
Patrick Kilcooley's Auriga USA LLC Experience July 2011 - June 2012
Job Equity Sales Trader, MND Partners
Industry Financial Services
Experience
MND Partners February 2013 - Present
Auriga USA, LLC July 2011 - June 2012
Skills
Series 7, Equities, Equity Trading, Series 63, Securities, Bloomberg, Fixed Income, FINRA, Asset Management, Emerging Markets, Investments, Derivatives, Bonds, Options, Equity Research, Electronic Trading, Alternative Investments, Trading
Education
Monmouth University 1993 — 1994
MND Partners February 2013 - Present
Auriga USA, LLC July 2011 - June 2012
Skills
Series 7, Equities, Equity Trading, Series 63, Securities, Bloomberg, Fixed Income, FINRA, Asset Management, Emerging Markets, Investments, Derivatives, Bonds, Options, Equity Research, Electronic Trading, Alternative Investments, Trading
Education
Monmouth University 1993 — 1994
Allen Szaroleta's Auriga USA LLC Experience March 2009 - Present
Job Senior Accountant
Industry Financial Services
Experience
Auriga USA LLC March 2009 - Present
Edison Mortgage Decisioning Solutions January 2007 - September 2008
Hanover Capital Partners LTD May 1998 - January 2007
First Fidelity Bank NA / First Union Mortgage Corp. 1992 - 1998
First Union Mortgage Corporation 1992 - 1998
Howard Savings Bank 1986 - 1992
Jersey Mortgage Company 1981 - 1986
Skills
Portfolio Management, Forecasting, Account Reconciliation, Mortgage Lending, Financial Reporting, Accounting, Investments, Loans, MBS, Mortgage Banking, Variance Analysis, Finance
Education
University of Scranton 1972 — 1977
BS, Accounting
St. Joseph's High School Metuchen, NJ 1969 — 1972
High School Diploma
Auriga USA LLC March 2009 - Present
Edison Mortgage Decisioning Solutions January 2007 - September 2008
Hanover Capital Partners LTD May 1998 - January 2007
First Fidelity Bank NA / First Union Mortgage Corp. 1992 - 1998
First Union Mortgage Corporation 1992 - 1998
Howard Savings Bank 1986 - 1992
Jersey Mortgage Company 1981 - 1986
Skills
Portfolio Management, Forecasting, Account Reconciliation, Mortgage Lending, Financial Reporting, Accounting, Investments, Loans, MBS, Mortgage Banking, Variance Analysis, Finance
Education
University of Scranton 1972 — 1977
BS, Accounting
St. Joseph's High School Metuchen, NJ 1969 — 1972
High School Diploma
Cory W. Forbes's Auriga USA LLC Experience 2009 - 2010
Job Portfolio Evaluation Analyst at Fisher Investments
Industry Investment Management
Experience
Fisher Investments June 2014 - Present
Fisher Investments March 2011 - June 2014
Fisher Investments May 2010 - March 2011
Auriga USA, LLC 2009 - 2010
JBNJ Management, Inc. 2008 - 2010
ICAP 2006 - 2008
Education
Universidad Complutense de Madrid 2002 — 2002
Spanish Language and History
Shippensburg University of Pennsylvania 1998 — 2002
Bachelor of Science, Business Administration (B.S.B.A.), International Management
Shippensburg University of Pennsylvania 1998 — 2002
Bachelor of Arts (B.A.), Spanish
Aarhus Universitet 2000 — 2001
(Aarhus School of Business), International Business
Fisher Investments June 2014 - Present
Fisher Investments March 2011 - June 2014
Fisher Investments May 2010 - March 2011
Auriga USA, LLC 2009 - 2010
JBNJ Management, Inc. 2008 - 2010
ICAP 2006 - 2008
Education
Universidad Complutense de Madrid 2002 — 2002
Spanish Language and History
Shippensburg University of Pennsylvania 1998 — 2002
Bachelor of Science, Business Administration (B.S.B.A.), International Management
Shippensburg University of Pennsylvania 1998 — 2002
Bachelor of Arts (B.A.), Spanish
Aarhus Universitet 2000 — 2001
(Aarhus School of Business), International Business
Steven Hilfer's Auriga USA LLC Experience February 2010 - June 2011
Job Director and Principal at Navigant
Industry Investment Banking
Experience
Navigant May 2011 - Present
Auriga USA, LLC February 2010 - June 2011
Experian February 2009 - February 2010
Credit Suisse 1988 - December 2008
Donaldson, Lufkin & Jenrette 1988 - 2000
Dean Witter August 1987 - August 1988
Moody's July 1983 - August 1987
Skills
Capital Markets, Hedge Funds, MBS, Structured Finance, Securities, Valuation, ABS, Structured Products, Securitization, Fixed Income, Financial Structuring, Trading, Financial Risk, Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
Binghamton University 1979 — 1983
BS, Mathematics and Computer Science
Navigant May 2011 - Present
Auriga USA, LLC February 2010 - June 2011
Experian February 2009 - February 2010
Credit Suisse 1988 - December 2008
Donaldson, Lufkin & Jenrette 1988 - 2000
Dean Witter August 1987 - August 1988
Moody's July 1983 - August 1987
Skills
Capital Markets, Hedge Funds, MBS, Structured Finance, Securities, Valuation, ABS, Structured Products, Securitization, Fixed Income, Financial Structuring, Trading, Financial Risk, Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
Binghamton University 1979 — 1983
BS, Mathematics and Computer Science
Sean K. Smith's Auriga USA LLC Experience October 2010 - Present
Job Director at Auriga USA, LLC
Industry Investment Management
Experience
Auriga USA, LLC October 2010 - Present
NewOak Capital Markets (Vesper Capital Partners) June 2009 - October 2010
Merrill Lynch February 2004 - January 2009
Redwood Trust October 2001 - October 2003
Skills
Loans, Securitization, Investments, Mortgage, Trading
Education
Ithaca College 1996 — 2000
Bachelor of Science, Finance
Auriga USA, LLC October 2010 - Present
NewOak Capital Markets (Vesper Capital Partners) June 2009 - October 2010
Merrill Lynch February 2004 - January 2009
Redwood Trust October 2001 - October 2003
Skills
Loans, Securitization, Investments, Mortgage, Trading
Education
Ithaca College 1996 — 2000
Bachelor of Science, Finance
Dale Montagna's Auriga USA LLC Experience 2009 - Present
Job Managing Director Auriga USA
Industry Financial Services
Experience
Auriga USA, LLC 2009 - Present
Credit Suisse 2006 - 2009
Fulcrum Global Partners 2005 - 2005
Oppenheimer 2004 - 2005
Morgan Stanley 1996 - 1999
DuPont 1989 - 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
University of Pennsylvania 1984 — 1988
BA, Chemistry
Auriga USA, LLC 2009 - Present
Credit Suisse 2006 - 2009
Fulcrum Global Partners 2005 - 2005
Oppenheimer 2004 - 2005
Morgan Stanley 1996 - 1999
DuPont 1989 - 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
University of Pennsylvania 1984 — 1988
BA, Chemistry
Ryan Tormey's Auriga USA LLC Experience February 2010 - July 2011
Job Director at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities December 2011 - Present
MF Global September 2011 - November 2011
Auriga USA, LLC February 2010 - July 2011
Descap Securities April 2009 - February 2010
UBS October 2003 - January 2009
National Hockey League June 2002 - September 2002
Education
Fairfield University 1999 — 2003
Business
Danville Wings 1998 — 1999
Danville, IL, North American Hockey League
Bridgewater Bandits 1996 — 1998
Bridgewater, MA, Eastern Junior Hockey League
Catholic Memorial High School 1992 — 1996
College Prep
Guggenheim Securities December 2011 - Present
MF Global September 2011 - November 2011
Auriga USA, LLC February 2010 - July 2011
Descap Securities April 2009 - February 2010
UBS October 2003 - January 2009
National Hockey League June 2002 - September 2002
Education
Fairfield University 1999 — 2003
Business
Danville Wings 1998 — 1999
Danville, IL, North American Hockey League
Bridgewater Bandits 1996 — 1998
Bridgewater, MA, Eastern Junior Hockey League
Catholic Memorial High School 1992 — 1996
College Prep
Joshua B. Gist's Auriga USA LLC Experience January 2011 - July 2012
Job Investment Management
Industry Investment Banking
Experience
YP formerly AT&T Advertising Solutions April 2013 - December 2013
Melrose Public Schools July 2012 - October 2012
Auriga USA, LLC January 2011 - July 2012
Columbia Management March 2007 - January 2011
Countrywide November 2005 - June 2006
Cantor Fitzgerald April 2002 - June 2005
Skills
Series 7, Series 63, series 66, Morningstar, Intex, Microsoft Excel, Bloomberg, Hedge Funds, Securities, MBS, Uniform Combined State..., Fixed Income, Investments, Capital Markets, Banking, Mutual Funds, Derivatives, Equities, Asset Management, Bonds, Alternative Investments, Portfolio Management, Trading
Education
Merrimack College 1998 — 2001
BA, Finance
Austin Preparatory School 1994 — 1997
HS Diploma, H.S. Diploma
YP formerly AT&T Advertising Solutions April 2013 - December 2013
Melrose Public Schools July 2012 - October 2012
Auriga USA, LLC January 2011 - July 2012
Columbia Management March 2007 - January 2011
Countrywide November 2005 - June 2006
Cantor Fitzgerald April 2002 - June 2005
Skills
Series 7, Series 63, series 66, Morningstar, Intex, Microsoft Excel, Bloomberg, Hedge Funds, Securities, MBS, Uniform Combined State..., Fixed Income, Investments, Capital Markets, Banking, Mutual Funds, Derivatives, Equities, Asset Management, Bonds, Alternative Investments, Portfolio Management, Trading
Education
Merrimack College 1998 — 2001
BA, Finance
Austin Preparatory School 1994 — 1997
HS Diploma, H.S. Diploma
Peter McDonald, CFA's Auriga USA LLC Experience January 2010 - June 2012
Job at Auriga USA, LLC
Industry Financial Services
Experience
Auriga USA, LLC January 2010 - June 2012
Wall Street Access August 2007 - December 2009
American Technology Research March 2006 - August 2007
Education
Fordham Gabelli School of Business 1997 — 1999
MBA
State University of New York College at Geneseo 1991 — 1995
BS, Chemistry
Auriga USA, LLC January 2010 - June 2012
Wall Street Access August 2007 - December 2009
American Technology Research March 2006 - August 2007
Education
Fordham Gabelli School of Business 1997 — 1999
MBA
State University of New York College at Geneseo 1991 — 1995
BS, Chemistry
Gavin Crisafulli's Auriga USA LLC Experience September 2012 - November 2013
Job Analyst at Jefferies LLC
Industry Political Organization
Experience
Jefferies LLC December 2013 - Present
Auriga USA, LLC September 2012 - November 2013
SAC Capital June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Public Speaking, Valuation, Bloomberg, Microsoft Word, Series 7, Research, Economics
Education
The Johns Hopkins University 2008 — 2012
Bachelor’s Degree, Political Science
Jefferies LLC December 2013 - Present
Auriga USA, LLC September 2012 - November 2013
SAC Capital June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Public Speaking, Valuation, Bloomberg, Microsoft Word, Series 7, Research, Economics
Education
The Johns Hopkins University 2008 — 2012
Bachelor’s Degree, Political Science
Dustin Salem's Auriga USA LLC Experience September 2010 - August 2012
Job Vice President of Capital Markets
Industry Capital Markets
Experience
Guiding Metrics May 2015 - Present
MZ Group - Global Investor Relations February 2013 - April 2015
Imperial Capital May 2012 - February 2013
Auriga USA, LLC September 2010 - August 2012
Roth Capital Partners 2005 - 2010
Skills
Equity Research, Equities, Investment Banking, Capital Markets, Trading, Investor Relations, Real Estate Financing, Equity Sales and Trading, Series 7, Alternative Investments, Valuation, Investments, Hedge Funds, Securities, Asset Management, Venture Capital, Bloomberg, Finance
Education
University of California, Irvine 2008 — 2009
Investor Relations Certificate Program
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
UCSB 1987 — 1992
Bachelor of Arts (B.A.), Political Science - Int'l Relations
Mira Costa High School
Guiding Metrics May 2015 - Present
MZ Group - Global Investor Relations February 2013 - April 2015
Imperial Capital May 2012 - February 2013
Auriga USA, LLC September 2010 - August 2012
Roth Capital Partners 2005 - 2010
Skills
Equity Research, Equities, Investment Banking, Capital Markets, Trading, Investor Relations, Real Estate Financing, Equity Sales and Trading, Series 7, Alternative Investments, Valuation, Investments, Hedge Funds, Securities, Asset Management, Venture Capital, Bloomberg, Finance
Education
University of California, Irvine 2008 — 2009
Investor Relations Certificate Program
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
UCSB 1987 — 1992
Bachelor of Arts (B.A.), Political Science - Int'l Relations
Mira Costa High School
Aaron Read's Auriga USA LLC Experience June 2013 - Present
Job Fixed Income Trader
Industry Financial Services
Experience
Auriga USA, LLC June 2013 - Present
Gleacher Partners May 2012 - June 2013
Cantor Fitzgerald May 2011 - December 2011
Cohen and Company May 2010 - May 2011
Miller Tabak June 2009 - June 2010
Blue Mountain Capital Group June 2007 - May 2009
BlackRock July 1999 - May 2007
Skills
Fixed Income, Series 7, Portfolio Management, Series 63, Trading, Asset Management, Bonds, Finance, Asset Allocation, Structured Products, Financial Markets, Securities, ABS, Alternative Investments
Education
Columbia University in the City of New York 1998 — 1999
Masters, Financial Engineering
University of Rhode Island 1994 — 1998
BS, Industrial Engineering
Auriga USA, LLC June 2013 - Present
Gleacher Partners May 2012 - June 2013
Cantor Fitzgerald May 2011 - December 2011
Cohen and Company May 2010 - May 2011
Miller Tabak June 2009 - June 2010
Blue Mountain Capital Group June 2007 - May 2009
BlackRock July 1999 - May 2007
Skills
Fixed Income, Series 7, Portfolio Management, Series 63, Trading, Asset Management, Bonds, Finance, Asset Allocation, Structured Products, Financial Markets, Securities, ABS, Alternative Investments
Education
Columbia University in the City of New York 1998 — 1999
Masters, Financial Engineering
University of Rhode Island 1994 — 1998
BS, Industrial Engineering
Aleister Narine's Auriga USA LLC Experience June 2013 - June 2014
Job Desktop Support Analyst at Informa
Industry Computer Networking
Experience
Informa February 2015 - Present
Columbia Artists Management October 2014 - February 2015
SUNY Downstate Medical Center September 2014 - October 2014
Auriga USA, LLC June 2013 - June 2014
Per Scholas February 2013 - June 2013
Sears Holdings Corporation October 2011 - October 2012
True Value Company 2005 - 2011
Medgar Evers College of The City University of New York January 2010 - June 2010
Skills
Network Administration, Computer Hardware, Operating Systems, Windows 7, Databases, Wireless Networking, Software Installation, System Administration, Networking, Technical Support, Active Directory, Network Security, Information Technology, Computer Repair, XP, Windows Vista, Routers, Hardware Support, Windows XP, Troubleshooting, Laptops, CCNA, Printers, Group Policy, Domain Management, WSUS, Norton Ghost, Servers, Market Data..., Bloomberg Terminal
Education
Per Scholas Institute for Technology 2013 — 2013
CompTIA A+ & Cisco Certified Network Associate (CCNA)
CUNY Medgar Evers College 2007 — 2012
Bachelor of Science (B.S.) Computer Information System (CIS), Network and System Administration/Administrator
CUNY Medgar Evers College 2007 — 2010
Associate of Applied Science (A.A.Sc.), Computer Software and Media Applications
Informa February 2015 - Present
Columbia Artists Management October 2014 - February 2015
SUNY Downstate Medical Center September 2014 - October 2014
Auriga USA, LLC June 2013 - June 2014
Per Scholas February 2013 - June 2013
Sears Holdings Corporation October 2011 - October 2012
True Value Company 2005 - 2011
Medgar Evers College of The City University of New York January 2010 - June 2010
Skills
Network Administration, Computer Hardware, Operating Systems, Windows 7, Databases, Wireless Networking, Software Installation, System Administration, Networking, Technical Support, Active Directory, Network Security, Information Technology, Computer Repair, XP, Windows Vista, Routers, Hardware Support, Windows XP, Troubleshooting, Laptops, CCNA, Printers, Group Policy, Domain Management, WSUS, Norton Ghost, Servers, Market Data..., Bloomberg Terminal
Education
Per Scholas Institute for Technology 2013 — 2013
CompTIA A+ & Cisco Certified Network Associate (CCNA)
CUNY Medgar Evers College 2007 — 2012
Bachelor of Science (B.S.) Computer Information System (CIS), Network and System Administration/Administrator
CUNY Medgar Evers College 2007 — 2010
Associate of Applied Science (A.A.Sc.), Computer Software and Media Applications
Pete McGough's Auriga USA LLC Experience November 2010 - April 2011
Job Head of Corporate Access U.S. at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2011 - August 2015
Auriga USA, LLC November 2010 - April 2011
J.P. Morgan March 2006 - October 2010
Credit Suisse January 2000 - February 2006
Cowen and Company October 1997 - January 2000
Tucker Anthony & RL Day March 1991 - September 1996
Skills
corporate access, Team Leadership, Partnership-building, Strategic Communications, Series 7, Series 63, Series 24, Business Process...
Education
Fordham Gabelli School of Business 1994 — 1997
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Pace University - Lubin School of Business 1986 — 1990
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Credit Suisse May 2011 - August 2015
Auriga USA, LLC November 2010 - April 2011
J.P. Morgan March 2006 - October 2010
Credit Suisse January 2000 - February 2006
Cowen and Company October 1997 - January 2000
Tucker Anthony & RL Day March 1991 - September 1996
Skills
corporate access, Team Leadership, Partnership-building, Strategic Communications, Series 7, Series 63, Series 24, Business Process...
Education
Fordham Gabelli School of Business 1994 — 1997
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Pace University - Lubin School of Business 1986 — 1990
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General