BTIG, LLC
Industry: Capital market company
DescriptionFounded: 2002 Parent organization: Condor Trading LP Subsidiaries: Btig Ltd, BTIG, LLC, Research Division, BTIG, LLC, Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportBtig LLCWebsiteDirections Saved (0) Saved Save Banking and finance in San Francisco, California Located in: Transamerica Pyramid CenterAddress: 600 Montgomery St, San Francisco, CA 94111 Phone: (415) 263-1660Hours: : : Category: : : : Website: : Place name: Website: https://www.btig.com/ Category: Banking and Finance 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 Btig LLC Posting publicly on the Web Write a review Reviews Be the first to review
BTIG, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BTIG, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
BTIG, LLC Salaries. You can even request information on how much does BTIG, LLC pay if you want to. Learn about salaries, pros and cons of working for BTIG, LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
100 BTIG, LLC employees in database. Find out everything there's to know about BTIG, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
BTIG, LLC Employees
Employee
Years
Job
Industry
Jeff Bernstein Jeff Bernstein's BTIG, LLC Experience February 2015 - Present
Job Managing Director at BTIG LLC
Industry Investment Management
Experience
BTIG, LLC February 2015 - Present
Cyc Fitness 2013 - Present
elevate DIGITAL 2013 - Present
Edmund A. Walsh School of Foreign Service, Georgetown University 2004 - Present
Partners Path Capital LLC November 2012 - January 2015
TG Ventures May 2011 - November 2012
HealthCor Management February 2010 - March 2011
Hedge Fund January 2008 - December 2009
Keel Capital Management September 2004 - June 2007
Marquis Jet October 2001 - June 2004
Skills
Hedge Funds, Equities, Equity Research, Alternative Investments, Portfolio Management, Investments, Asset Managment, Equity Valuation, Investment Management, Financial Modeling, Trading, Asset Allocation, Financial Markets, Series 7, Venture Capital, Financial Analysis, Options, Equity Derivatives, Due Diligence, Risk Management, Long/Short Equity, Stock Picking, Asset Management, Bloomberg, Private Equity, Capital Markets, Emerging Markets, Investment Banking, Financial Services, Fixed Income, Mutual Funds
Education
Georgetown University 1984 — 1985
MS, Foreign Service
Cornell University 1979 — 1983
BA, History and Government
BTIG, LLC February 2015 - Present
Cyc Fitness 2013 - Present
elevate DIGITAL 2013 - Present
Edmund A. Walsh School of Foreign Service, Georgetown University 2004 - Present
Partners Path Capital LLC November 2012 - January 2015
TG Ventures May 2011 - November 2012
HealthCor Management February 2010 - March 2011
Hedge Fund January 2008 - December 2009
Keel Capital Management September 2004 - June 2007
Marquis Jet October 2001 - June 2004
Skills
Hedge Funds, Equities, Equity Research, Alternative Investments, Portfolio Management, Investments, Asset Managment, Equity Valuation, Investment Management, Financial Modeling, Trading, Asset Allocation, Financial Markets, Series 7, Venture Capital, Financial Analysis, Options, Equity Derivatives, Due Diligence, Risk Management, Long/Short Equity, Stock Picking, Asset Management, Bloomberg, Private Equity, Capital Markets, Emerging Markets, Investment Banking, Financial Services, Fixed Income, Mutual Funds
Education
Georgetown University 1984 — 1985
MS, Foreign Service
Cornell University 1979 — 1983
BA, History and Government
Jude Kromer Jude Kromer's BTIG, LLC Experience June 2014 - Present
Job Vice President at BTIG, LLC.
Industry Investment Banking
Experience
BTIG, LLC June 2014 - Present
Macquarie Group May 2013 - June 2014
Fidessa November 2010 - May 2013
Fidessa December 2007 - November 2010
Skills
Trading Systems, Electronic Trading, Equities, Market Data, Business Analysis, Trading, Financial Markets, Derivatives, Order Management, Software Project..., Equity Derivatives, Risk Management, Fixed Income, Project Management, Investment Banking, Options, Requirements Analysis, SDLC, Vendor Management, Bloomberg, Requirements Gathering
Education
The Ohio State University 2003 — 2007
Bachelor of Science (BS), Finance, General
BTIG, LLC June 2014 - Present
Macquarie Group May 2013 - June 2014
Fidessa November 2010 - May 2013
Fidessa December 2007 - November 2010
Skills
Trading Systems, Electronic Trading, Equities, Market Data, Business Analysis, Trading, Financial Markets, Derivatives, Order Management, Software Project..., Equity Derivatives, Risk Management, Fixed Income, Project Management, Investment Banking, Options, Requirements Analysis, SDLC, Vendor Management, Bloomberg, Requirements Gathering
Education
The Ohio State University 2003 — 2007
Bachelor of Science (BS), Finance, General
Eugene Bae Eugene Bae's BTIG, LLC Experience 2009 - 2011
Job CPA
Industry Accounting
Experience
E2open 2014 - Present
Robertson & Associates CPAs 2011 - 2014
BTIG, LLC 2009 - 2011
Nehemiah Construction, Inc 2008 - 2009
Skills
Accounting, Financial Accounting, Financial Reporting, Finance, Financial Analysis, QuickBooks, GAAP, Financial Modeling, Valuation, Corporate Tax, Tax, Income Tax, Investments
Education
University of California, Davis
B.S, Managerial Economics
E2open 2014 - Present
Robertson & Associates CPAs 2011 - 2014
BTIG, LLC 2009 - 2011
Nehemiah Construction, Inc 2008 - 2009
Skills
Accounting, Financial Accounting, Financial Reporting, Finance, Financial Analysis, QuickBooks, GAAP, Financial Modeling, Valuation, Corporate Tax, Tax, Income Tax, Investments
Education
University of California, Davis
B.S, Managerial Economics
Karen Cundari Karen Cundari's BTIG, LLC Experience November 2014 - Present
Job Director Institutional Sales at BTIG
Industry Financial Services
Experience
BTIG, LLC November 2014 - Present
Cornerstone Macro LP February 2014 - November 2014
Telsey Advisory Group February 2012 - February 2014
ITG (& the former Majestic Research) August 2007 - January 2012
Georgetown Lombardi Comprehensive Cancer Center January 2007 - June 2007
Rockefeller & Co., Inc. June 2006 - August 2006
Skills
Equity Research, Pharmaceuticals, Biotechnology, Retail, Report Writing, Data Modeling, Financial Modeling, Valuation, Equities, Finance, Financial Analysis
Education
Georgetown University 2003 — 2007
Bachelor of Science (BS)
BTIG, LLC November 2014 - Present
Cornerstone Macro LP February 2014 - November 2014
Telsey Advisory Group February 2012 - February 2014
ITG (& the former Majestic Research) August 2007 - January 2012
Georgetown Lombardi Comprehensive Cancer Center January 2007 - June 2007
Rockefeller & Co., Inc. June 2006 - August 2006
Skills
Equity Research, Pharmaceuticals, Biotechnology, Retail, Report Writing, Data Modeling, Financial Modeling, Valuation, Equities, Finance, Financial Analysis
Education
Georgetown University 2003 — 2007
Bachelor of Science (BS)
Matthew Benedict Matthew Benedict's BTIG, LLC Experience June 2013 - July 2013
Job Head of Marketing and Social Media at Sideline Sneakers LLC
Industry
Experience
Sideline Sneakers LLC August 2014 - Present
Leerink Partners LLC 2015 - 2015
Banyan Global Investment Advisors June 2014 - August 2014
BTIG, LLC June 2013 - July 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Facebook, Marketing, Event Planning, Teamwork, Social Networking, Social Media Marketing, Public Relations, Time Management, Sales
Education
University of Michigan 2013 — 2017
Kinesiology Bachelor of Arts, Sport Management, Sophomore
Saint Andrews School 2003 — 2013
Sideline Sneakers LLC August 2014 - Present
Leerink Partners LLC 2015 - 2015
Banyan Global Investment Advisors June 2014 - August 2014
BTIG, LLC June 2013 - July 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Facebook, Marketing, Event Planning, Teamwork, Social Networking, Social Media Marketing, Public Relations, Time Management, Sales
Education
University of Michigan 2013 — 2017
Kinesiology Bachelor of Arts, Sport Management, Sophomore
Saint Andrews School 2003 — 2013
Karen Koski Karen Koski's BTIG, LLC Experience January 2015 - Present
Job Senior Vice President Equity Research, Medical Technology & Diagnostics at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC January 2015 - Present
BTIG, LLC December 2013 - January 2015
Lazard Capital Markets January 2012 - December 2013
Lazard Capital Markets March 2011 - January 2012
Brigham and Women's Hospital January 2010 - March 2011
Merrill Lynch August 2008 - December 2008
Skills
Series 7, Financial Modeling, Valuation, Equities, Equity Valuation, Financial Analysis, Private Equity, Investments, Capital Markets, Financial Advisory, Corporate Finance, Investment Banking, Market Research, Bloomberg, Wealth Management, Equity Research, Biotechnology, Mergers & Acquisitions, Asset Management, Microsoft Excel, Options, Venture Capital, Hedge Funds, Series 63, Securities, Alternative Investments
Education
McGill University
B.S., Biochemistry, Economics
University of Vermont
B.S., Medical Technology, Economics, History
BTIG, LLC January 2015 - Present
BTIG, LLC December 2013 - January 2015
Lazard Capital Markets January 2012 - December 2013
Lazard Capital Markets March 2011 - January 2012
Brigham and Women's Hospital January 2010 - March 2011
Merrill Lynch August 2008 - December 2008
Skills
Series 7, Financial Modeling, Valuation, Equities, Equity Valuation, Financial Analysis, Private Equity, Investments, Capital Markets, Financial Advisory, Corporate Finance, Investment Banking, Market Research, Bloomberg, Wealth Management, Equity Research, Biotechnology, Mergers & Acquisitions, Asset Management, Microsoft Excel, Options, Venture Capital, Hedge Funds, Series 63, Securities, Alternative Investments
Education
McGill University
B.S., Biochemistry, Economics
University of Vermont
B.S., Medical Technology, Economics, History
Amy Newman Amy Newman's BTIG, LLC Experience August 2013 - Present
Job Assistant Sales Trader at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC August 2013 - Present
Sunshine Volleyball Club June 2012 - February 2014
Niko Consulting November 2012 - April 2013
The Hartford June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Teaching, Outlook, Data Analysis, Analysis, Access, Social Networking, Facebook
Education
Connecticut College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
Marymount High School 2004 — 2008
BTIG, LLC August 2013 - Present
Sunshine Volleyball Club June 2012 - February 2014
Niko Consulting November 2012 - April 2013
The Hartford June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Teaching, Outlook, Data Analysis, Analysis, Access, Social Networking, Facebook
Education
Connecticut College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
Marymount High School 2004 — 2008
Brian Prager's BTIG, LLC Experience April 2014 - Present
Job Trader at BTIG
Industry Investment Management
Experience
BTIG, LLC April 2014 - Present
Nelson Capital Management / Wells Fargo April 2011 - April 2014
Chandler Asset Management May 2009 - April 2011
JLF Asset Management January 2006 - October 2008
Brandes Investment Partners February 2005 - January 2006
Brandes Investment Partners July 2004 - February 2005
Skills
Series 7, Series 63, Trading, Equities, Hedge Funds, Bloomberg, Alternative Investments, Financial Modeling, Fixed Income, Investments, Securities, Asset Allocation, Financial Analysis, Microsoft Excel, Asset Management, Bonds, Excel
Education
Cornell University 2000 — 2004
Bachelor of Arts in Government
La Jolla High School
BTIG, LLC April 2014 - Present
Nelson Capital Management / Wells Fargo April 2011 - April 2014
Chandler Asset Management May 2009 - April 2011
JLF Asset Management January 2006 - October 2008
Brandes Investment Partners February 2005 - January 2006
Brandes Investment Partners July 2004 - February 2005
Skills
Series 7, Series 63, Trading, Equities, Hedge Funds, Bloomberg, Alternative Investments, Financial Modeling, Fixed Income, Investments, Securities, Asset Allocation, Financial Analysis, Microsoft Excel, Asset Management, Bonds, Excel
Education
Cornell University 2000 — 2004
Bachelor of Arts in Government
La Jolla High School
David Lenchus's BTIG, LLC Experience January 2014 - Present
Job Director, Global Research & Customer Analytics at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC January 2014 - Present
BTIG, LLC 2010 - January 2014
Pali Capital, Inc 2007 - 2010
Production: Found In A Bottle LLC 2003 - 2007
Business Development & Media Consultant 2001 - 2003
Gorann Technology Venture Catalysts Ltd 1999 - 2001
Columbia Artists Management Inc (CAMI) 1997 - 1999
Skills
Business Development, Digital Marketing, Digital Strategy, Management, Analytics, Consumer Behaviour, Idea Generation, Data Science, Leadership, Strategy, Data Analysis, Competitive Analysis, CRM, Entrepreneurship, Executive Management
Education
Carnegie Mellon University 1994 — 1997
Summa Cum Laude, BFA, Music
BTIG, LLC January 2014 - Present
BTIG, LLC 2010 - January 2014
Pali Capital, Inc 2007 - 2010
Production: Found In A Bottle LLC 2003 - 2007
Business Development & Media Consultant 2001 - 2003
Gorann Technology Venture Catalysts Ltd 1999 - 2001
Columbia Artists Management Inc (CAMI) 1997 - 1999
Skills
Business Development, Digital Marketing, Digital Strategy, Management, Analytics, Consumer Behaviour, Idea Generation, Data Science, Leadership, Strategy, Data Analysis, Competitive Analysis, CRM, Entrepreneurship, Executive Management
Education
Carnegie Mellon University 1994 — 1997
Summa Cum Laude, BFA, Music
Jacqueline Blonstein Jacqueline Blonstein's BTIG, LLC Experience August 2013 - Present
Job Associate Business Analyst at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC August 2013 - Present
Skills
Communication, Finance, Data Entry, Management, Abstraction, QuickBooks, Insurance, Analysis, Marketing
Education
Zicklin School of Business, Baruch College 2010 — 2012
Masters, Business Administration; Statistics
Union College 2006 — 2009
Bachelor of Arts, Classics, Mathematics, Philosophy
BTIG, LLC August 2013 - Present
Skills
Communication, Finance, Data Entry, Management, Abstraction, QuickBooks, Insurance, Analysis, Marketing
Education
Zicklin School of Business, Baruch College 2010 — 2012
Masters, Business Administration; Statistics
Union College 2006 — 2009
Bachelor of Arts, Classics, Mathematics, Philosophy
Abhinav Kapur Abhinav Kapur's BTIG, LLC Experience March 2014 - Present
Job Finance, Futbol, Philosophy and Fiction Novel Fanatic
Industry Financial Services
Experience
BTIG, LLC March 2014 - Present
Bank of America Merrill Lynch July 2013 - March 2014
Bank of America Merrill Lynch July 2010 - June 2013
Federal Deposit Insurance Corporation July 2008 - July 2010
Skills
Economics, Investment Banking, Analysis, Finance, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, DCF, Financial Services, Fixed Income, Due Diligence, Mergers & Acquisitions, Financial Markets
Education
Washington and Lee University 2004 — 2008
BA, International Political Economy
London School of Economics and Political Science 2006 — 2007
Finance, Political Economy
BTIG, LLC March 2014 - Present
Bank of America Merrill Lynch July 2013 - March 2014
Bank of America Merrill Lynch July 2010 - June 2013
Federal Deposit Insurance Corporation July 2008 - July 2010
Skills
Economics, Investment Banking, Analysis, Finance, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, DCF, Financial Services, Fixed Income, Due Diligence, Mergers & Acquisitions, Financial Markets
Education
Washington and Lee University 2004 — 2008
BA, International Political Economy
London School of Economics and Political Science 2006 — 2007
Finance, Political Economy
Brian Gutman's BTIG, LLC Experience October 2013 - Present
Job Associate, US Equity Sales Trading at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC October 2013 - Present
Democratic National Committee February 2013 - July 2013
Presidential Inaugural Committee November 2012 - February 2013
Obama for America April 2012 - November 2012
Education
University of Michigan - Ford School of Public Policy 2008 — 2012
Public Policy, Focus Area: Economic and Financial Policy
University of Michigan
BTIG, LLC October 2013 - Present
Democratic National Committee February 2013 - July 2013
Presidential Inaugural Committee November 2012 - February 2013
Obama for America April 2012 - November 2012
Education
University of Michigan - Ford School of Public Policy 2008 — 2012
Public Policy, Focus Area: Economic and Financial Policy
University of Michigan
Kaitlyn Gilbert Kaitlyn Gilbert's BTIG, LLC Experience 2008 - Present
Job Senior Vice President at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC 2008 - Present
Skills
Series 7, Series 63
Education
San Francisco State University
BTIG, LLC 2008 - Present
Skills
Series 7, Series 63
Education
San Francisco State University
Ari Perlman Ari Perlman's BTIG, LLC Experience 2008 - 2011
Job Senior Vice President at 33 Monroe Associates
Industry Real Estate
Experience
33 Monroe Associates June 2013 - Present
HSBC Securities 2011 - 2013
BTIG, LLC 2008 - 2011
J.P. Morgan 2001 - 2005
Skills
Investments, Real Estate Economics, Real Estate Development, Disposition, Real Estate Transactions, Investment Properties, Due Diligence, Loans, Leases, Valuation, Commercial Real Estate, Portfolio Management, Brokerage, Mortgage Lending, Mergers & Acquisitions, Property Management, Financial Analysis, Corporate Real Estate, Contract Negotiation, 1031 Exchanges, Strategic Planning, Business Strategy, Business Development, Hedge Funds
Education
The University of Chicago Booth School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
Columbia College (NY) 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Poly Prep Country Day School 1981 — 1989
High School Diploma
33 Monroe Associates June 2013 - Present
HSBC Securities 2011 - 2013
BTIG, LLC 2008 - 2011
J.P. Morgan 2001 - 2005
Skills
Investments, Real Estate Economics, Real Estate Development, Disposition, Real Estate Transactions, Investment Properties, Due Diligence, Loans, Leases, Valuation, Commercial Real Estate, Portfolio Management, Brokerage, Mortgage Lending, Mergers & Acquisitions, Property Management, Financial Analysis, Corporate Real Estate, Contract Negotiation, 1031 Exchanges, Strategic Planning, Business Strategy, Business Development, Hedge Funds
Education
The University of Chicago Booth School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
Columbia College (NY) 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Poly Prep Country Day School 1981 — 1989
High School Diploma
Chris Galdi's BTIG, LLC Experience January 2008 - March 2009
Job BIM Coordinator and Project Manager at Galdi Mechanicals Corp
Industry Construction
Experience
Galdi Mechanicals Corp March 2009 - Present
High Voltage Plugins LLC January 2011 - Present
BTIG, LLC January 2008 - March 2009
Greenline Realty LLC January 2006 - December 2007
Skills
BIM, AutoCAD, Project Estimation, Value Engineering, Plumbing, Navisworks, Green Building, AutoCAD MEP, Local 24 Plumber, MEP Coordination, BIM Coordination, Plumbing Design, Licensed Realtor, Subcontracting, Primavera P6, LEED AP, LEED, CPM Scheduling, Design-Build, Change Orders, Customer Service, Microsoft Office, Sales, Management, Marketing, PowerPoint, Contract Negotiation, Strategic Planning, Microsoft Excel
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.6
Galdi Mechanicals Corp March 2009 - Present
High Voltage Plugins LLC January 2011 - Present
BTIG, LLC January 2008 - March 2009
Greenline Realty LLC January 2006 - December 2007
Skills
BIM, AutoCAD, Project Estimation, Value Engineering, Plumbing, Navisworks, Green Building, AutoCAD MEP, Local 24 Plumber, MEP Coordination, BIM Coordination, Plumbing Design, Licensed Realtor, Subcontracting, Primavera P6, LEED AP, LEED, CPM Scheduling, Design-Build, Change Orders, Customer Service, Microsoft Office, Sales, Management, Marketing, PowerPoint, Contract Negotiation, Strategic Planning, Microsoft Excel
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.6
Austin Renk Austin Renk's BTIG, LLC Experience July 2013 - Present
Job Trader at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC July 2013 - Present
BTIG July 2012 - August 2012
West Bay Builders January 2008 - January 2011
Marin Catholic High School June 2005 - August 2007
Skills
Social Media, Communication, Photoshop, Excel, Microsoft Excel, Series 7, SQL, Time Management, Bloomberg, Fidessa, PowerPoint, Teamwork
Education
University of Oregon 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
marin catholic 2006 — 2009
BTIG, LLC July 2013 - Present
BTIG July 2012 - August 2012
West Bay Builders January 2008 - January 2011
Marin Catholic High School June 2005 - August 2007
Skills
Social Media, Communication, Photoshop, Excel, Microsoft Excel, Series 7, SQL, Time Management, Bloomberg, Fidessa, PowerPoint, Teamwork
Education
University of Oregon 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
marin catholic 2006 — 2009
Seth Ritcey Seth Ritcey's BTIG, LLC Experience March 2014 - Present
Job Software Developer at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC March 2014 - Present
First Empire Securities, Inc May 2010 - March 2014
Skills
XML, Spring, C#, Microsoft SQL Server, JavaScript, ASP.NET, .NET, SQL, VB.NET, Software Development, Visual Basic, MySQL, VBA, Fixed Income, HTML, Databases, Trading Systems, ASP, CSS
Education
Stony Brook University 2006 — 2010
BS, Computer Science
BTIG, LLC March 2014 - Present
First Empire Securities, Inc May 2010 - March 2014
Skills
XML, Spring, C#, Microsoft SQL Server, JavaScript, ASP.NET, .NET, SQL, VB.NET, Software Development, Visual Basic, MySQL, VBA, Fixed Income, HTML, Databases, Trading Systems, ASP, CSS
Education
Stony Brook University 2006 — 2010
BS, Computer Science
David Fullerton's BTIG, LLC Experience March 2012 - Present
Job Managing Director at BTIG LLC
Industry Banking
Experience
BTIG LLC March 2012 - Present
JMP Securities June 2005 - June 2011
Piper Jaffray 2002 - 2005
Robertson Stephens 1999 - 2002
Bank of America 1982 - 1999
Skills
Investment Banking, Corporate Finance, Financial Modeling, Convertible Bonds, Private Equity, Private Placements, Equities, Capital Markets, Alternative Investments, Structured Finance, Series 7, Bloomberg, Fixed Income, Structuring, Structured Products, Financial Structuring, Venture Capital, Mergers & Acquisitions, Hedge Funds, Investments, Equity Research, Securities, Valuation, LBO, Emerging Markets, Equity Capital Markets
Education
Massachusetts Institute of Technology
MBA - Finance, Finance and Financial Management Services
Princeton University
BA, Finance and Economics
BTIG LLC March 2012 - Present
JMP Securities June 2005 - June 2011
Piper Jaffray 2002 - 2005
Robertson Stephens 1999 - 2002
Bank of America 1982 - 1999
Skills
Investment Banking, Corporate Finance, Financial Modeling, Convertible Bonds, Private Equity, Private Placements, Equities, Capital Markets, Alternative Investments, Structured Finance, Series 7, Bloomberg, Fixed Income, Structuring, Structured Products, Financial Structuring, Venture Capital, Mergers & Acquisitions, Hedge Funds, Investments, Equity Research, Securities, Valuation, LBO, Emerging Markets, Equity Capital Markets
Education
Massachusetts Institute of Technology
MBA - Finance, Finance and Financial Management Services
Princeton University
BA, Finance and Economics
Jon Onyiriuka's BTIG, LLC Experience 2013 - Present
Job BTIG VP Sales & Trading
Industry Financial Services
Experience
BTIG, LLC 2013 - Present
BTIG, LLC 2013 - 2014
Goldman Sachs July 2008 - April 2013
Skills
Microsoft Excel, Derivatives, Securities, Investment Banking, Structured Products, Microsoft Office, Bloomberg, Bonds, Fixed Income, Portfolio Management, Trading, Equity Research, Equities
Education
University of Rochester 2004 — 2008
Bachelor's, Financial Economics, Electrical & Computer Engineering
BTIG, LLC 2013 - Present
BTIG, LLC 2013 - 2014
Goldman Sachs July 2008 - April 2013
Skills
Microsoft Excel, Derivatives, Securities, Investment Banking, Structured Products, Microsoft Office, Bloomberg, Bonds, Fixed Income, Portfolio Management, Trading, Equity Research, Equities
Education
University of Rochester 2004 — 2008
Bachelor's, Financial Economics, Electrical & Computer Engineering
Dan Castro Dan Castro's BTIG, LLC Experience May 2010 - April 2011
Job President at Robust Advisors, Inc. www.robustadvisors.com
Industry Financial Services
Experience
Robust Advisors, Inc. January 2013 - Present
Independent Consultant May 2011 - December 2012
BTIG LLC May 2010 - April 2011
Huxley Capital Management 2008 - June 2010
GSC Group 2005 - 2008
Merrill Lynch & Co 1991 - 2004
Skills
Structured Finance, ABS, MBS, Hedge Funds, Credit, Investments, Risk Management, Portfolio Management, Fixed Income, Valuation, Debt, Securities, CDO, CMBS, Capital Markets, Trading, Loan Origination, Leveraged Finance, Private Equity, Financial Markets, Series 7, Credit Risk, Bonds, Corporate Finance, Financial Risk, Mutual Funds, Funding, Alternative Investments, Financial Structuring, Due Diligence, Derivatives, Investment Banking, Bloomberg, Equities, Options, Asset Management, Credit Derivatives, Financial Modeling, Hedging, Emerging Markets, Investment Management, Securitization, Institutional..., FX Options, Investment Strategies, Credit Analysis, Financial Advisory
Education
University of Notre Dame 1976 — 1980
BA, Government/International Relations
Washington University in St. Louis - Olin Business School 1980 — 1982
MBA, Finance
Robust Advisors, Inc. January 2013 - Present
Independent Consultant May 2011 - December 2012
BTIG LLC May 2010 - April 2011
Huxley Capital Management 2008 - June 2010
GSC Group 2005 - 2008
Merrill Lynch & Co 1991 - 2004
Skills
Structured Finance, ABS, MBS, Hedge Funds, Credit, Investments, Risk Management, Portfolio Management, Fixed Income, Valuation, Debt, Securities, CDO, CMBS, Capital Markets, Trading, Loan Origination, Leveraged Finance, Private Equity, Financial Markets, Series 7, Credit Risk, Bonds, Corporate Finance, Financial Risk, Mutual Funds, Funding, Alternative Investments, Financial Structuring, Due Diligence, Derivatives, Investment Banking, Bloomberg, Equities, Options, Asset Management, Credit Derivatives, Financial Modeling, Hedging, Emerging Markets, Investment Management, Securitization, Institutional..., FX Options, Investment Strategies, Credit Analysis, Financial Advisory
Education
University of Notre Dame 1976 — 1980
BA, Government/International Relations
Washington University in St. Louis - Olin Business School 1980 — 1982
MBA, Finance
Simon Wein Simon Wein's BTIG, LLC Experience June 2013 - August 2013
Job Investment Banking Analyst Debt Origination & Restructuring at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Goizueta Business School January 2013 - Present
Merrill Lynch June 2014 - August 2014
BTIG, LLC June 2013 - August 2013
Living Real Estate June 2012 - August 2012
Skills
Real Estate Development, Real Estate, Valuation, Investments, Analytics, Strategy, Real Estate Transactions, Brokerage, Start-ups, Data Analysis, Entrepreneurship, Financial Analysis, Analysis, Sales, Private Equity, Venture Capital, Microsoft Excel, PowerPoint, Microsoft Office
Education
Goizueta Business School, Emory University 2011 — 2015
BBA, Finance & Accounting
North Shore Hebrew Academy Highschool 2007 — 2011
Raymond James Financial Inc. August 2014 - Present
Goizueta Business School January 2013 - Present
Merrill Lynch June 2014 - August 2014
BTIG, LLC June 2013 - August 2013
Living Real Estate June 2012 - August 2012
Skills
Real Estate Development, Real Estate, Valuation, Investments, Analytics, Strategy, Real Estate Transactions, Brokerage, Start-ups, Data Analysis, Entrepreneurship, Financial Analysis, Analysis, Sales, Private Equity, Venture Capital, Microsoft Excel, PowerPoint, Microsoft Office
Education
Goizueta Business School, Emory University 2011 — 2015
BBA, Finance & Accounting
North Shore Hebrew Academy Highschool 2007 — 2011
John Hartgers John Hartgers's BTIG, LLC Experience May 2013 - July 2013
Job Associate Outsource Trading at BTIG
Industry Financial Services
Experience
BTIG December 2014 - Present
Eze Software Group June 2014 - November 2014
BTIG, LLC May 2013 - July 2013
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Office, Economics, Social Media, Microsoft Word, Bloomberg, Public Speaking, Stata, Spanish, Teamwork, Event Planning, Equities, Fundraising, Investments, Editing, Leadership, Facebook, Photoshop
Education
Connecticut College 2010 — 2014
International Relations and Economics
BTIG December 2014 - Present
Eze Software Group June 2014 - November 2014
BTIG, LLC May 2013 - July 2013
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Office, Economics, Social Media, Microsoft Word, Bloomberg, Public Speaking, Stata, Spanish, Teamwork, Event Planning, Equities, Fundraising, Investments, Editing, Leadership, Facebook, Photoshop
Education
Connecticut College 2010 — 2014
International Relations and Economics
Christopher Greenwell's BTIG, LLC Experience June 2009 - April 2011
Job Partner / Director of Institutional Equity Derivative Sales
Industry Financial Services
Experience
Cantor Fitzgerald December 2012 - Present
TigerText November 2011 - December 2012
Wunderlich Securities April 2011 - November 2011
BTIG, LLC June 2009 - April 2011
Imperial Capital 2006 - 2009
Tejas Securities Group, Inc. 2002 - 2006
Skills
Block Trading, Equity Trading, Equity Derivatives, Capital Markets, Distressed Debt, Investment Banking
Education
University of Missouri-Columbia 1987 — 1989
Clayton High School 1984 — 1987
Jackson Park
Jackson Park
Jackson Park
Jackson Park
Cantor Fitzgerald December 2012 - Present
TigerText November 2011 - December 2012
Wunderlich Securities April 2011 - November 2011
BTIG, LLC June 2009 - April 2011
Imperial Capital 2006 - 2009
Tejas Securities Group, Inc. 2002 - 2006
Skills
Block Trading, Equity Trading, Equity Derivatives, Capital Markets, Distressed Debt, Investment Banking
Education
University of Missouri-Columbia 1987 — 1989
Clayton High School 1984 — 1987
Jackson Park
Jackson Park
Jackson Park
Jackson Park
Scott Pantoskey Scott Pantoskey's BTIG, LLC Experience June 2013 - December 2013
Job Futures Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2014 - Present
BTIG, LLC June 2013 - December 2013
Morgan Stanley Private Wealth Management June 2012 - August 2012
The First String Co. June 2011 - August 2011
Village Workspaces January 2010 - August 2010
Skills
Economics, Microsoft Excel, Financial Modeling, PowerPoint, Public Speaking, Bloomberg, Microsoft PowerPoint, Microsoft Word, Intermediate Italian, Equities, Italian, Fixed Income, Corporate Finance, Tableau, Microsoft Office, Social Networking
Education
UCSB 2010 — 2014
Bachelor of Arts (BA), Economics
CFA Institute
Passed Level 1 of the CFA Program
Franklin Templeton Investments July 2014 - Present
BTIG, LLC June 2013 - December 2013
Morgan Stanley Private Wealth Management June 2012 - August 2012
The First String Co. June 2011 - August 2011
Village Workspaces January 2010 - August 2010
Skills
Economics, Microsoft Excel, Financial Modeling, PowerPoint, Public Speaking, Bloomberg, Microsoft PowerPoint, Microsoft Word, Intermediate Italian, Equities, Italian, Fixed Income, Corporate Finance, Tableau, Microsoft Office, Social Networking
Education
UCSB 2010 — 2014
Bachelor of Arts (BA), Economics
CFA Institute
Passed Level 1 of the CFA Program
Michael Truettner's BTIG, LLC Experience January 2015 - Present
Job Investment Banking at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC January 2015 - Present
William Blair & Company October 2013 - August 2014
William Blair & Company June 2010 - September 2013
KPMG September 2008 - September 2009
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Accounting, Internal Controls, Valuation, Auditing, SEC filings, GAAP, Corporate Finance, Due Diligence, Business Valuation, Private Equity, CPA, Sarbanes-Oxley Act, Financial Accounting, Equity Valuation, US GAAP, Investment Banking, Bloomberg, Capital Markets, Equities, Mergers & Acquisitions
Education
Santa Clara University 2004 — 2008
BS, Finance
BTIG, LLC January 2015 - Present
William Blair & Company October 2013 - August 2014
William Blair & Company June 2010 - September 2013
KPMG September 2008 - September 2009
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Accounting, Internal Controls, Valuation, Auditing, SEC filings, GAAP, Corporate Finance, Due Diligence, Business Valuation, Private Equity, CPA, Sarbanes-Oxley Act, Financial Accounting, Equity Valuation, US GAAP, Investment Banking, Bloomberg, Capital Markets, Equities, Mergers & Acquisitions
Education
Santa Clara University 2004 — 2008
BS, Finance
Victoria Madsen's BTIG, LLC Experience June 2014 - August 2014
Job Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
BTIG, LLC June 2014 - August 2014
Hamilton College September 2013 - May 2014
Carmody Torrance Sandak & Hennessey May 2013 - August 2013
Region 15 School District October 2010 - June 2012
Skills
PowerPoint, Spanish, Microsoft Office, Microsoft Excel, Web Site Editing, Event Planning, Public Speaking, Social Media, Customer Service, Maximizer, Adobe InDesign, Constant Contact, Community Service, Adobe Photoshop, Bloomberg Software, Stata, Market Research
Education
Hamilton College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Pomperaug High School 2008 — 2012
Bank of America Merrill Lynch June 2015 - Present
BTIG, LLC June 2014 - August 2014
Hamilton College September 2013 - May 2014
Carmody Torrance Sandak & Hennessey May 2013 - August 2013
Region 15 School District October 2010 - June 2012
Skills
PowerPoint, Spanish, Microsoft Office, Microsoft Excel, Web Site Editing, Event Planning, Public Speaking, Social Media, Customer Service, Maximizer, Adobe InDesign, Constant Contact, Community Service, Adobe Photoshop, Bloomberg Software, Stata, Market Research
Education
Hamilton College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Pomperaug High School 2008 — 2012
Clayton Stupi Clayton Stupi's BTIG, LLC Experience October 2014 - Present
Job .NET Developer
Industry Information Technology and Services
Experience
BTIG, LLC October 2014 - Present
Paintball International January 2013 - March 2014
Paintball International June 2012 - February 2014
BlueHawk Networks November 2011 - March 2012
BlueHawk Networks March 2010 - February 2012
Kailea Networks September 2009 - July 2010
City of South San Francisco June 2007 - December 2008
Mervyns June 2005 - August 2006
Skills
.NET, C#, Java, C, System Monitoring, OS X, Linux, Technical Support, VMware, Cloud Computing, Virtualization, Shell Scripting, Troubleshooting, Unix
Education
San Jose State University 2011 — 2014
Bachelor's Degree, Computer Science
Hillsdale
San Jose State University
BTIG, LLC October 2014 - Present
Paintball International January 2013 - March 2014
Paintball International June 2012 - February 2014
BlueHawk Networks November 2011 - March 2012
BlueHawk Networks March 2010 - February 2012
Kailea Networks September 2009 - July 2010
City of South San Francisco June 2007 - December 2008
Mervyns June 2005 - August 2006
Skills
.NET, C#, Java, C, System Monitoring, OS X, Linux, Technical Support, VMware, Cloud Computing, Virtualization, Shell Scripting, Troubleshooting, Unix
Education
San Jose State University 2011 — 2014
Bachelor's Degree, Computer Science
Hillsdale
San Jose State University
Fulvio (Ray) Santana's BTIG, LLC Experience May 2010 - September 2010
Job Credit Analyst at Eastern Funding LLC
Industry Financial Services
Experience
Eastern Funding LLC February 2014 - Present
PwC April 2012 - May 2013
Bank of America/Merrill Lynch January 2011 - December 2011
BTIG, LLC May 2010 - September 2010
Merrill Lynch February 1984 - April 2010
Merrill Lynch February 1984 - February 1986
Apple Bank for Savings April 1982 - February 1984
Skills
Fixed Income, Capital Markets, Bloomberg, Trading, Bonds, Series 7, Banking, Financial Services, Derivatives, Securities, Series 63, Risk Management, High Yield, Middle Office, Financial Risk, Investment Management, Emerging Markets, Mutual Funds, Structured Products, Options, Valuation, Structured Finance, Credit Derivatives, Portfolio Management, Back Office, Settlement, Investment Banking, Equity Derivatives, Interest Rate..., Operational Risk, Market Risk, Credit, Asset Management, Investments, Due Diligence, Financial Markets, Trading Systems, Customer Service, Swaps, Hedging, Alternative Investments, Private Equity, CDS, Hard Worker, Credit Risk, Wealth Management, Asset Managment, Compliance, Customer Relations, Trade Compliance
Education
Mercy College 1980 — 1985
BS in Business Administration, Finance
Eastern Funding LLC February 2014 - Present
PwC April 2012 - May 2013
Bank of America/Merrill Lynch January 2011 - December 2011
BTIG, LLC May 2010 - September 2010
Merrill Lynch February 1984 - April 2010
Merrill Lynch February 1984 - February 1986
Apple Bank for Savings April 1982 - February 1984
Skills
Fixed Income, Capital Markets, Bloomberg, Trading, Bonds, Series 7, Banking, Financial Services, Derivatives, Securities, Series 63, Risk Management, High Yield, Middle Office, Financial Risk, Investment Management, Emerging Markets, Mutual Funds, Structured Products, Options, Valuation, Structured Finance, Credit Derivatives, Portfolio Management, Back Office, Settlement, Investment Banking, Equity Derivatives, Interest Rate..., Operational Risk, Market Risk, Credit, Asset Management, Investments, Due Diligence, Financial Markets, Trading Systems, Customer Service, Swaps, Hedging, Alternative Investments, Private Equity, CDS, Hard Worker, Credit Risk, Wealth Management, Asset Managment, Compliance, Customer Relations, Trade Compliance
Education
Mercy College 1980 — 1985
BS in Business Administration, Finance
Marie Thibault's BTIG, LLC Experience December 2013 - December 2014
Job
Industry Financial Services
Experience
UBM Canon February 2015 - Present
BTIG, LLC December 2013 - December 2014
Lazard Capital Markets February 2010 - December 2013
Forbes May 2009 - February 2010
Institutional Investor January 2008 - August 2008
Education
Massachusetts Institute of Technology 2004 — 2007
Bachelor of Science, Biology; Minor in Writing; Concentration in Literature
New York University 2008 — 2009
Master of Arts and Certificate, Business and Economic Reporting
UBM Canon February 2015 - Present
BTIG, LLC December 2013 - December 2014
Lazard Capital Markets February 2010 - December 2013
Forbes May 2009 - February 2010
Institutional Investor January 2008 - August 2008
Education
Massachusetts Institute of Technology 2004 — 2007
Bachelor of Science, Biology; Minor in Writing; Concentration in Literature
New York University 2008 — 2009
Master of Arts and Certificate, Business and Economic Reporting
Steven Marder Steven Marder's BTIG, LLC Experience February 2015 - Present
Job TMT Investment Banker & Private Equity Operating Partner & Serial Entrepreneur/ Director/ CEO
Industry Venture Capital & Private Equity
Experience
BTIG, LLC February 2015 - Present
SLI Systems, Inc. August 2001 - Present
Eurekster May 2008 - Present
AdMedia June 2012 - June 2015
Platform Purple, Inc. November 2013 - January 2015
Morgan Joseph TriArtisan LLC May 2014 - December 2014
Aeria Games & Entertainment April 2013 - April 2014
InvestorPlace Media July 2009 - January 2013
WideOpenWest July 2009 - January 2013
Avista Capital Partners October 2008 - January 2013
Skills
Mergers, Start-ups, Venture Capital, Business Strategy, Digital Media, Corporate Development, Entrepreneurship, Strategic Partnerships, Social Media Marketing, Mobile Devices, Online Advertising, Strategy, Mobile Marketing, SaaS, Business Development, E-commerce, Enterprise Software, Mergers & Acquisitions, Private Equity, Marketing, SEO, Angel Investing, User Experience, Digital Marketing, Social Networking, Management, Cloud Computing, Digital Strategy, B2B, Social Media
Education
St. Johns School of Law 1986 — 1989
Juris Doctor (J.D.)
Columbia University in the City of New York 1982 — 1986
Bachelor's Degree, Political Science, History
Horace Mann School 1978 — 1982
BTIG, LLC February 2015 - Present
SLI Systems, Inc. August 2001 - Present
Eurekster May 2008 - Present
AdMedia June 2012 - June 2015
Platform Purple, Inc. November 2013 - January 2015
Morgan Joseph TriArtisan LLC May 2014 - December 2014
Aeria Games & Entertainment April 2013 - April 2014
InvestorPlace Media July 2009 - January 2013
WideOpenWest July 2009 - January 2013
Avista Capital Partners October 2008 - January 2013
Skills
Mergers, Start-ups, Venture Capital, Business Strategy, Digital Media, Corporate Development, Entrepreneurship, Strategic Partnerships, Social Media Marketing, Mobile Devices, Online Advertising, Strategy, Mobile Marketing, SaaS, Business Development, E-commerce, Enterprise Software, Mergers & Acquisitions, Private Equity, Marketing, SEO, Angel Investing, User Experience, Digital Marketing, Social Networking, Management, Cloud Computing, Digital Strategy, B2B, Social Media
Education
St. Johns School of Law 1986 — 1989
Juris Doctor (J.D.)
Columbia University in the City of New York 1982 — 1986
Bachelor's Degree, Political Science, History
Horace Mann School 1978 — 1982
Ryan J. Todd's BTIG, LLC Experience July 2013 - August 2013
Job MS Finance Candidate 2016 | Vanderbilt Owen Graduate School of Management
Industry Financial Services
Experience
Capital City Pageants, Inc. September 2011 - May 2014
FSU College of Business: Finance Department May 2013 - January 2014
BTIG, LLC July 2013 - August 2013
Courage Capital Management July 2012 - August 2012
Skills
Microsoft Excel, Financial Modeling, Budgets, Cross-functional Team..., Strategic Planning, Capital Markets, Research, Customer Service, Teaching, Non-profit Leadership, Banking, Fundraising, Time Management, Leadership, Valuation, Finance, Marketing, Sales, Financial Analysis, Management, Team Leadership
Education
Vanderbilt University - Owen Graduate School of Management
Master’s Degree, Finance
Florida State University
Bachelor of Science (BS), Finance/Accounting & Economics
Capital City Pageants, Inc. September 2011 - May 2014
FSU College of Business: Finance Department May 2013 - January 2014
BTIG, LLC July 2013 - August 2013
Courage Capital Management July 2012 - August 2012
Skills
Microsoft Excel, Financial Modeling, Budgets, Cross-functional Team..., Strategic Planning, Capital Markets, Research, Customer Service, Teaching, Non-profit Leadership, Banking, Fundraising, Time Management, Leadership, Valuation, Finance, Marketing, Sales, Financial Analysis, Management, Team Leadership
Education
Vanderbilt University - Owen Graduate School of Management
Master’s Degree, Finance
Florida State University
Bachelor of Science (BS), Finance/Accounting & Economics
Douglas Sumick Douglas Sumick's BTIG, LLC Experience May 2014 - Present
Job Managing Director Interest Rate Trading
Industry Financial Services
Experience
BTIG, LLC May 2014 - Present
Mizuho Securities USA Inc. April 2011 - May 2013
TD Bank Group May 2009 - March 2011
Morgan Stanley January 2000 - May 2007
Salomon Brothers 1996 - 1998
Skills
Trading, Derivatives, Capital Markets, Fixed Income, Series 7, Bloomberg, Covered Bonds, Bonds, Interest Rate Swaps, Interest Rate..., Hedge Funds, Equities, Swaps, Structured Products, Investment Banking, Options, Financial Markets
Education
University of Delaware 1993 — 1996
Bachelor of Science Business Administration (B.S.B.A.), Finance
BTIG, LLC May 2014 - Present
Mizuho Securities USA Inc. April 2011 - May 2013
TD Bank Group May 2009 - March 2011
Morgan Stanley January 2000 - May 2007
Salomon Brothers 1996 - 1998
Skills
Trading, Derivatives, Capital Markets, Fixed Income, Series 7, Bloomberg, Covered Bonds, Bonds, Interest Rate Swaps, Interest Rate..., Hedge Funds, Equities, Swaps, Structured Products, Investment Banking, Options, Financial Markets
Education
University of Delaware 1993 — 1996
Bachelor of Science Business Administration (B.S.B.A.), Finance
Stephanie Scolaro's BTIG, LLC Experience April 2012 - July 2012
Job Student at European Business School (EBS) London
Industry Real Estate
Experience
Caroline Olds May 2015 - Present
Max Mara Fashion Group November 2012 - January 2013
Phillips September 2012 - November 2012
BTIG, LLC April 2012 - July 2012
Fusion Model Management February 2011 - June 2011
Skills
Sales Management, Customer Service, Foreign Languages, Fashion, Management, English, Social Networking, Microsoft Excel, Business Strategy, Marketing Communications, PowerPoint, Research, Marketing Strategy, Leadership, Social Media, Event Management, Market Research, Global Management, Teamwork, Microsoft Office, Negotiation
Education
European Business School (EBS) - London 2012 — 2015
Bachelor's degree, Global Business Management, 2:1
Istituto Europeo di Design 2011 — 2012
Foundation degree, Fashion Photography & Styling
Universitat de Barcelona
Negocios y Financiero
Caroline Olds May 2015 - Present
Max Mara Fashion Group November 2012 - January 2013
Phillips September 2012 - November 2012
BTIG, LLC April 2012 - July 2012
Fusion Model Management February 2011 - June 2011
Skills
Sales Management, Customer Service, Foreign Languages, Fashion, Management, English, Social Networking, Microsoft Excel, Business Strategy, Marketing Communications, PowerPoint, Research, Marketing Strategy, Leadership, Social Media, Event Management, Market Research, Global Management, Teamwork, Microsoft Office, Negotiation
Education
European Business School (EBS) - London 2012 — 2015
Bachelor's degree, Global Business Management, 2:1
Istituto Europeo di Design 2011 — 2012
Foundation degree, Fashion Photography & Styling
Universitat de Barcelona
Negocios y Financiero
Brett Lazar's BTIG, LLC Experience June 2013 - August 2013
Job Senior Analyst EMERGE Finance Program at Cardinal Health
Industry Hospital & Health Care
Experience
Cardinal Health June 2015 - Present
Quicken Loans May 2014 - August 2014
BTIG, LLC June 2013 - August 2013
Sports Capital Group May 2012 - August 2012
ProCamps Worldwide March 2012 - August 2012
BTIG June 2011 - July 2011
Scarfones Coal Fired Pizza December 2008 - December 2010
StarPower Management LLC June 2010 - July 2010
Skills
Microsoft Excel, Access, PowerPoint, Facebook, Microsoft Office, Microsoft Word, Social Media, Customer Service, Sports, Social Networking, Event Planning, Marketing, Teamwork
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science, Business; Finance and Legal Studies
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Finance and Legal Studies
Cardinal Health June 2015 - Present
Quicken Loans May 2014 - August 2014
BTIG, LLC June 2013 - August 2013
Sports Capital Group May 2012 - August 2012
ProCamps Worldwide March 2012 - August 2012
BTIG June 2011 - July 2011
Scarfones Coal Fired Pizza December 2008 - December 2010
StarPower Management LLC June 2010 - July 2010
Skills
Microsoft Excel, Access, PowerPoint, Facebook, Microsoft Office, Microsoft Word, Social Media, Customer Service, Sports, Social Networking, Event Planning, Marketing, Teamwork
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science, Business; Finance and Legal Studies
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Finance and Legal Studies
Vincent Conrad's BTIG, LLC Experience December 2009 - September 2013
Job Managing Director at Robertson Stephens Securities
Industry Venture Capital & Private Equity
Experience
Robertson Stephens Partners May 2015 - Present
JonesTrading December 2013 - May 2015
BTIG LLC December 2009 - September 2013
Gabriel & Company LLC July 2006 - November 2009
Credit Suisse March 1998 - July 2006
ING - Furman Selz February 1997 - March 1998
Montgomery Securities - Bank of America February 1992 - July 1995
Skills
Corporate Access, Business Development, Investor Relations, Sales, Fundraising, Private Equity, Leveraged Finance, Private Companies, Corporations, Hedge Funds, Japanese Equities, Institutional Research, Business Strategy, Industry Roundtables, Corporate Services, Equities
Education
Indiana University Bloomington 1978 — 1982
BA, Economics, Minor in Business
J Everett Light 1976 — 1977
Digital Media Arts, Film & Televison
Robertson Stephens Partners May 2015 - Present
JonesTrading December 2013 - May 2015
BTIG LLC December 2009 - September 2013
Gabriel & Company LLC July 2006 - November 2009
Credit Suisse March 1998 - July 2006
ING - Furman Selz February 1997 - March 1998
Montgomery Securities - Bank of America February 1992 - July 1995
Skills
Corporate Access, Business Development, Investor Relations, Sales, Fundraising, Private Equity, Leveraged Finance, Private Companies, Corporations, Hedge Funds, Japanese Equities, Institutional Research, Business Strategy, Industry Roundtables, Corporate Services, Equities
Education
Indiana University Bloomington 1978 — 1982
BA, Economics, Minor in Business
J Everett Light 1976 — 1977
Digital Media Arts, Film & Televison
Daniel Dinelli's BTIG, LLC Experience June 2009 - August 2009
Job Associate at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap June 2015 - Present
Pfizer 2011 - May 2015
Knight Capital Group June 2011 - August 2011
Lockheed Martin November 2009 - May 2010
BTIG, LLC June 2009 - August 2009
Skills
Financial Analysis, Project Planning, Procurement
Education
University of Central Florida 2008 — 2010
B.S.B.A, Finance
Highschool
Highschool
Highschool
Marcus & Millichap June 2015 - Present
Pfizer 2011 - May 2015
Knight Capital Group June 2011 - August 2011
Lockheed Martin November 2009 - May 2010
BTIG, LLC June 2009 - August 2009
Skills
Financial Analysis, Project Planning, Procurement
Education
University of Central Florida 2008 — 2010
B.S.B.A, Finance
Highschool
Highschool
Highschool
Jack York Jack York's BTIG, LLC Experience May 2014 - July 2014
Job Summer Analyst at Wells Fargo Securities
Industry Wholesale
Experience
Wells Fargo Securities June 2015 - Present
BTIG, LLC May 2014 - July 2014
Ewing Irrigation Products May 2013 - August 2013
Ewing Irrigation Products May 2012 - August 2012
Ewing Irrigation Products June 2011 - August 2011
Ewing Irrigation Products June 2010 - August 2010
Ewing Irrigation Products June 2009 - August 2009
Skills
Microsoft Excel, Inventory Management, Budgets, Sales, Accounting, PowerPoint, Leadership, Human Resources, Purchasing, Microsoft Word, Financial Analysis, Public Speaking, Pants, Deep Tissue Massage, Forecasting, Microsoft Office, Supply Chain Management, Hazardous Waste..., Social Media, Customer Service, Water Resources, Chairs, Dog Aggression
Education
University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Economics- Finance (expected)
Notre Dame Preparatory High School 2008 — 2012
High School Graduate
Wells Fargo Securities June 2015 - Present
BTIG, LLC May 2014 - July 2014
Ewing Irrigation Products May 2013 - August 2013
Ewing Irrigation Products May 2012 - August 2012
Ewing Irrigation Products June 2011 - August 2011
Ewing Irrigation Products June 2010 - August 2010
Ewing Irrigation Products June 2009 - August 2009
Skills
Microsoft Excel, Inventory Management, Budgets, Sales, Accounting, PowerPoint, Leadership, Human Resources, Purchasing, Microsoft Word, Financial Analysis, Public Speaking, Pants, Deep Tissue Massage, Forecasting, Microsoft Office, Supply Chain Management, Hazardous Waste..., Social Media, Customer Service, Water Resources, Chairs, Dog Aggression
Education
University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Economics- Finance (expected)
Notre Dame Preparatory High School 2008 — 2012
High School Graduate
Ami Probandt Ami Probandt's BTIG, LLC Experience May 2014 - Present
Job Associate
Industry Financial Services
Experience
BTIG, LLC May 2014 - Present
Bluewolf November 2013 - May 2014
Willis 2012 - October 2013
PPL 2011 - 2011
Skills
Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, Insurance, Microsoft Word, Financial Analysis
Education
Lehigh University 2007 — 2011
B.A., Economics, International Relations
BTIG, LLC May 2014 - Present
Bluewolf November 2013 - May 2014
Willis 2012 - October 2013
PPL 2011 - 2011
Skills
Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, Insurance, Microsoft Word, Financial Analysis
Education
Lehigh University 2007 — 2011
B.A., Economics, International Relations
Ben Marsh Ben Marsh's BTIG, LLC Experience May 2005 - Present
Job Managing Director at BTIG, LLC
Industry Financial Services
Experience
BTIG, llc May 2005 - Present
Adams, Harkness & Hill (now Canaccord Genuity) May 1994 - May 2005
Weeden & Co. 1990 - 1994
Morgan Stanley 1985 - 1990
Rudolf Wolff Commodities 1983 - 1985
Skills
Equities, Equity Trading, Series 7, Equity Research, Securities, Trading, Capital Markets, Bloomberg, Alternative Investments, Fixed Income, Electronic Trading, Hedge Funds, Investments, Investment Banking, Trading Systems, Program Trading, Portfolio Management, Series 63, Private Equity, Derivatives, ETFs, Financial Markets, Financial Services, Options
Education
Stony Brook University 1979 — 1983
BA, Economics
Stony Brook University 1979 — 1983
BA, Economics
East Meadow H.S. 1976 — 1979
BTIG, llc May 2005 - Present
Adams, Harkness & Hill (now Canaccord Genuity) May 1994 - May 2005
Weeden & Co. 1990 - 1994
Morgan Stanley 1985 - 1990
Rudolf Wolff Commodities 1983 - 1985
Skills
Equities, Equity Trading, Series 7, Equity Research, Securities, Trading, Capital Markets, Bloomberg, Alternative Investments, Fixed Income, Electronic Trading, Hedge Funds, Investments, Investment Banking, Trading Systems, Program Trading, Portfolio Management, Series 63, Private Equity, Derivatives, ETFs, Financial Markets, Financial Services, Options
Education
Stony Brook University 1979 — 1983
BA, Economics
Stony Brook University 1979 — 1983
BA, Economics
East Meadow H.S. 1976 — 1979
Stephen Cirillo Stephen Cirillo's BTIG, LLC Experience May 2014 - Present
Job Summer Intern at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC May 2014 - Present
Harrison Department of Recreation July 2012 - Present
Skills
Bloomberg, Finance, Financial Accounting, Statistics, Accounting, Managerial Skills, African American..., Research, Management, Teamwork, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Social Networking
Education
Fairfield University 2012 — 2016
Finance, General, Junior
Harrison High School 2008 — 2012
BTIG, LLC May 2014 - Present
Harrison Department of Recreation July 2012 - Present
Skills
Bloomberg, Finance, Financial Accounting, Statistics, Accounting, Managerial Skills, African American..., Research, Management, Teamwork, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Social Networking
Education
Fairfield University 2012 — 2016
Finance, General, Junior
Harrison High School 2008 — 2012
Daniel Krawciw's BTIG, LLC Experience June 2014 - Present
Job Associate, Prime Brokerage at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC June 2014 - Present
Corporate Brokers, LLC June 2013 - June 2014
Towson University August 2009 - June 2013
Skills
Customer Service, Microsoft Excel, Prime Brokerage, Finance, Series 7, Series 63
Education
Towson University 2009 — 2013
Bachelor of Science (BS), Criminal Justice and Corrections
Calhoun High School 2005 — 2009
BTIG, LLC June 2014 - Present
Corporate Brokers, LLC June 2013 - June 2014
Towson University August 2009 - June 2013
Skills
Customer Service, Microsoft Excel, Prime Brokerage, Finance, Series 7, Series 63
Education
Towson University 2009 — 2013
Bachelor of Science (BS), Criminal Justice and Corrections
Calhoun High School 2005 — 2009
Joseph Grande Jr. Joseph Grande Jr.'s BTIG, LLC Experience February 2014 - Present
Job Managing Director at BTIG, LLC
Industry Investment Banking
Experience
BTIG, LLC February 2014 - Present
RBC February 2013 - November 2013
Private Consultant April 2012 - January 2013
Deutsche Bank August 2009 - March 2012
Citi January 2009 - July 2009
Goldman Sachs 1994 - 2008
Skills
series 7, 24, 55, 63, Institutional Equity..., New Hire Training, Technology Needs..., Trading Technology..., The Retail and Consumer..., Bloomberg, Trading Systems, Investments, Financial Markets, Capital Markets, Hedge Funds, Electronic Trading, Electronic Trading..., Equity Research, Trading, Derivatives, Options, Securities, Experienced Hire..., Flow Analysis, trading systems..., Work with Programmers..., Equity Trading, Series 7, Equities, Equity Derivatives, Proprietary Trading, Investment Banking, Fixed Income, Series 63, Middle Office, FINRA, Swaps, Structured Products, Series 24, Trading Strategies
Education
Mount Saint Mary College 1990 — 1994
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
University of Oxford 1993 — 1993
London, England, Study Abroad Program
BTIG, LLC February 2014 - Present
RBC February 2013 - November 2013
Private Consultant April 2012 - January 2013
Deutsche Bank August 2009 - March 2012
Citi January 2009 - July 2009
Goldman Sachs 1994 - 2008
Skills
series 7, 24, 55, 63, Institutional Equity..., New Hire Training, Technology Needs..., Trading Technology..., The Retail and Consumer..., Bloomberg, Trading Systems, Investments, Financial Markets, Capital Markets, Hedge Funds, Electronic Trading, Electronic Trading..., Equity Research, Trading, Derivatives, Options, Securities, Experienced Hire..., Flow Analysis, trading systems..., Work with Programmers..., Equity Trading, Series 7, Equities, Equity Derivatives, Proprietary Trading, Investment Banking, Fixed Income, Series 63, Middle Office, FINRA, Swaps, Structured Products, Series 24, Trading Strategies
Education
Mount Saint Mary College 1990 — 1994
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
University of Oxford 1993 — 1993
London, England, Study Abroad Program
Kyle Mikson Kyle Mikson's BTIG, LLC Experience November 2014 - February 2015
Job Financial Analyst at Express Scripts
Industry Financial Services
Experience
Express Scripts August 2015 - Present
BTIG, LLC November 2014 - February 2015
Cramer Rosenthal McGlynn June 2013 - August 2013
Case Western Reserve University September 2012 - May 2013
C.R. Bard July 2012 - August 2012
University of Pennsylvania July 2011 - August 2011
BD 2011 - 2011
Skills
Financial Modeling, Equity Valuation, Biomaterials, Data Analysis, Tissue Engineering, Research, Microsoft Excel, Financial Analysis, Statistics, Biomedical Engineering, Matlab, Bloomberg Terminal, Capital IQ, Labview, Cell Culture, Polymer Engineering, Gene Therapy, PCR, Valuation Modeling, Microscopy, Fluorescence Microscopy, Drug Development, Biotechnology, Molecular Biology, Confocal Microscopy, Targeted Drug Delivery, Polymer Chemistry
Education
Case Western Reserve University 2010 — 2014
Bachelor of Science (B.S.), Bioengineering and Biomedical Engineering
Investment Banking Institute, New York, NY 2013 — 2013
Intensive 4-week financial modeling and valuation training program
Ramapo High School 2006 — 2010
University Program - Engineering
Express Scripts August 2015 - Present
BTIG, LLC November 2014 - February 2015
Cramer Rosenthal McGlynn June 2013 - August 2013
Case Western Reserve University September 2012 - May 2013
C.R. Bard July 2012 - August 2012
University of Pennsylvania July 2011 - August 2011
BD 2011 - 2011
Skills
Financial Modeling, Equity Valuation, Biomaterials, Data Analysis, Tissue Engineering, Research, Microsoft Excel, Financial Analysis, Statistics, Biomedical Engineering, Matlab, Bloomberg Terminal, Capital IQ, Labview, Cell Culture, Polymer Engineering, Gene Therapy, PCR, Valuation Modeling, Microscopy, Fluorescence Microscopy, Drug Development, Biotechnology, Molecular Biology, Confocal Microscopy, Targeted Drug Delivery, Polymer Chemistry
Education
Case Western Reserve University 2010 — 2014
Bachelor of Science (B.S.), Bioengineering and Biomedical Engineering
Investment Banking Institute, New York, NY 2013 — 2013
Intensive 4-week financial modeling and valuation training program
Ramapo High School 2006 — 2010
University Program - Engineering
Charles Stephens Charles Stephens's BTIG, LLC Experience June 2013 - August 2013
Job The Performance Leader in Advertising Management. Paid Search 2.0
Industry
Experience
QuanticMind August 2015 - Present
Nina's Peanut Butter May 2015 - Present
BTIG, LLC June 2013 - August 2013
Dole Food Company June 2012 - August 2012
Skills
International Business, Financial Analysis, Corporate Finance, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Public Speaking, Sports, Teamwork, Research, Event Planning, Leadership, Social Networking, Team Leadership
Education
Cabrini College 2010 — 2014
Bachelor's degree, Finance, General
Cabrini College
Finance
QuanticMind August 2015 - Present
Nina's Peanut Butter May 2015 - Present
BTIG, LLC June 2013 - August 2013
Dole Food Company June 2012 - August 2012
Skills
International Business, Financial Analysis, Corporate Finance, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Public Speaking, Sports, Teamwork, Research, Event Planning, Leadership, Social Networking, Team Leadership
Education
Cabrini College 2010 — 2014
Bachelor's degree, Finance, General
Cabrini College
Finance
Jason Alper Jason Alper's BTIG, LLC Experience August 2009 - October 2011
Job Senior Analyst at CV Advisors LLC
Industry Financial Services
Experience
CV Advisors LLC August 2013 - Present
Tejas Securities Group, Inc. January 2012 - July 2013
BTIG, LLC August 2009 - October 2011
Skills
Equities, Bloomberg, Leveraged Finance, Analysis, Teaching, Strategic Planning, Microsoft Excel, PowerPoint, HTML, Microsoft Word, Microsoft Office, Customer Service, Outlook, Project Management, Research, Budgets, Photoshop, Social Media, Public Speaking, Business Strategy, Marketing, Management
Education
New York University School of Law 1997 — 2000
Doctor of Law (JD)
Duke University 1992 — 1996
Bachelor of Science (BS), Psychology
Miami Sunset
CV Advisors LLC August 2013 - Present
Tejas Securities Group, Inc. January 2012 - July 2013
BTIG, LLC August 2009 - October 2011
Skills
Equities, Bloomberg, Leveraged Finance, Analysis, Teaching, Strategic Planning, Microsoft Excel, PowerPoint, HTML, Microsoft Word, Microsoft Office, Customer Service, Outlook, Project Management, Research, Budgets, Photoshop, Social Media, Public Speaking, Business Strategy, Marketing, Management
Education
New York University School of Law 1997 — 2000
Doctor of Law (JD)
Duke University 1992 — 1996
Bachelor of Science (BS), Psychology
Miami Sunset
Adrianne Salvitti Adrianne Salvitti's BTIG, LLC Experience July 2010 - July 2011
Job Local Partnerships Manager at Google
Industry Online Media
Experience
Google September 2011 - Present
BTIG LLC July 2010 - July 2011
J.P. Morgan March 2008 - July 2010
Bear Stearns December 2007 - March 2008
Gemini Fund Services July 2006 - December 2007
Education
St. Joseph's College
Bachelors, Mathematics
Google September 2011 - Present
BTIG LLC July 2010 - July 2011
J.P. Morgan March 2008 - July 2010
Bear Stearns December 2007 - March 2008
Gemini Fund Services July 2006 - December 2007
Education
St. Joseph's College
Bachelors, Mathematics
Jay Moon's BTIG, LLC Experience May 2014 - July 2014
Job Investment Banking Analyst at Nomura
Industry Investment Banking
Experience
Nomura July 2015 - Present
BTIG, LLC May 2014 - July 2014
Johns Hopkins Institute for Applied Economics June 2013 - March 2014
Republic of Korea Army August 2011 - May 2013
Skills
Microsoft Office, Nonprofits, Data Analysis, Research, Microsoft Excel, Statistics, Economics
Education
The Johns Hopkins University
Applied Mathematics and Statistics, Philosophy, Visual Arts
Tabor Academy
Nomura July 2015 - Present
BTIG, LLC May 2014 - July 2014
Johns Hopkins Institute for Applied Economics June 2013 - March 2014
Republic of Korea Army August 2011 - May 2013
Skills
Microsoft Office, Nonprofits, Data Analysis, Research, Microsoft Excel, Statistics, Economics
Education
The Johns Hopkins University
Applied Mathematics and Statistics, Philosophy, Visual Arts
Tabor Academy
Daniela Russo's BTIG, LLC Experience September 2013 - Present
Job Associate Equities/Preferreds at BTIG, LLC
Industry Investment Banking
Experience
BTIG, LLC September 2013 - Present
JH Darbie & Co. June 2012 - September 2013
Prime Resources Inc. June 2007 - July 2011
Skills
Data Analysis, Financial Modeling, Management, Training, Leadership, Negotiation, Analysis, Employee Training, Sales, Project Planning, Investments, Microsoft Excel, Process Improvement, Microsoft Office, Mergers & Acquisitions, Time Management
Education
The University of Connecticut 2007 — 2010
Bachelor of Science, Business, Finance
Investment Banking Institute 2010 — 2010
2015 Level I Candidate in the CFA Program
BTIG, LLC September 2013 - Present
JH Darbie & Co. June 2012 - September 2013
Prime Resources Inc. June 2007 - July 2011
Skills
Data Analysis, Financial Modeling, Management, Training, Leadership, Negotiation, Analysis, Employee Training, Sales, Project Planning, Investments, Microsoft Excel, Process Improvement, Microsoft Office, Mergers & Acquisitions, Time Management
Education
The University of Connecticut 2007 — 2010
Bachelor of Science, Business, Finance
Investment Banking Institute 2010 — 2010
2015 Level I Candidate in the CFA Program
Danny Hurwitz's BTIG, LLC Experience 2006 - 2014
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG March 2006 - Present
BTIG, LLC 2006 - 2014
Robertson Stephens 2000 - 2002
Goldman Sachs August 1993 - April 1999
Skills
Hedge Funds, Investments, FX Options, Portfolio Management, Venture Capital, Valuation, Asset Allocation, Equities, Trading Systems, Series 63, Risk Management, Equity Research, High Yield, Proprietary Trading, Investment Banking, Commodity, Securities, Mutual Funds, FINRA, Business Analysis, Financial Services, Financial Markets, Bloomberg, Equity Trading, Private Equity, Series 24, Alternative Investments, Financial Modeling, Capital Markets, Prime Brokerage, Financial Analysis, Credit Derivatives, ETFs, Strategic Planning, Electronic Trading, Financial Risk, Due Diligence, Derivatives, Trading Strategies, Series 7, Equity Derivatives, Trading, Fixed Income, Options, Asset Management, Wealth Management, Market Data, Bonds, Business Development, Executive Management
Education
Northwestern University - Kellogg School of Management 1992 — 1993
Masters of Management
Northwestern University 1981 — 1983
BS Communication Studies
BTIG March 2006 - Present
BTIG, LLC 2006 - 2014
Robertson Stephens 2000 - 2002
Goldman Sachs August 1993 - April 1999
Skills
Hedge Funds, Investments, FX Options, Portfolio Management, Venture Capital, Valuation, Asset Allocation, Equities, Trading Systems, Series 63, Risk Management, Equity Research, High Yield, Proprietary Trading, Investment Banking, Commodity, Securities, Mutual Funds, FINRA, Business Analysis, Financial Services, Financial Markets, Bloomberg, Equity Trading, Private Equity, Series 24, Alternative Investments, Financial Modeling, Capital Markets, Prime Brokerage, Financial Analysis, Credit Derivatives, ETFs, Strategic Planning, Electronic Trading, Financial Risk, Due Diligence, Derivatives, Trading Strategies, Series 7, Equity Derivatives, Trading, Fixed Income, Options, Asset Management, Wealth Management, Market Data, Bonds, Business Development, Executive Management
Education
Northwestern University - Kellogg School of Management 1992 — 1993
Masters of Management
Northwestern University 1981 — 1983
BS Communication Studies
Kiera Gmelich Walsh's BTIG, LLC Experience December 2014 - Present
Job Vice President Prime Brokerage
Industry Financial Services
Experience
BTIG, LLC December 2014 - Present
Deutsche Bank June 2004 - 2014
Clinton Group, Inc. November 2002 - May 2004
Plumb Design October 1999 - April 2002
Skills
Fixed Income, Financial Markets, Prime Brokerage, Equities, Alternative Investments, Asset Managment, Hedge Funds, Securities, Investment Banking, Portfolio Management, Capital Markets, Derivatives, Private Equity, Equity Derivatives, Bloomberg, Trading, Trading Systems, Fund Of Funds, Electronic Trading, Series 7, FX Options, Valuation, Structured Products, CDS, Options, Swaps, Credit Derivatives, Middle Office, Asset Management
Education
Fordham University 1992 — 1996
La Canada High School
BTIG, LLC December 2014 - Present
Deutsche Bank June 2004 - 2014
Clinton Group, Inc. November 2002 - May 2004
Plumb Design October 1999 - April 2002
Skills
Fixed Income, Financial Markets, Prime Brokerage, Equities, Alternative Investments, Asset Managment, Hedge Funds, Securities, Investment Banking, Portfolio Management, Capital Markets, Derivatives, Private Equity, Equity Derivatives, Bloomberg, Trading, Trading Systems, Fund Of Funds, Electronic Trading, Series 7, FX Options, Valuation, Structured Products, CDS, Options, Swaps, Credit Derivatives, Middle Office, Asset Management
Education
Fordham University 1992 — 1996
La Canada High School
Saam Barrager's BTIG, LLC Experience August 2008 - February 2010
Job Quality Assurance Developer
Industry Computer Software
Experience
Quid October 2011 - April 2013
EmSense Corporation March 2010 - September 2011
BTIG LLC August 2008 - February 2010
Slide.com April 2007 - July 2008
Apple Computer January 2001 - August 2003
Apple Computer September 1996 - October 1997
Symantec December 1993 - April 1996
Education
University of California, Berkeley 2003 — 2005
De Anza
De Anza
University of California, Berkeley
2005B.A, Economics
Quid October 2011 - April 2013
EmSense Corporation March 2010 - September 2011
BTIG LLC August 2008 - February 2010
Slide.com April 2007 - July 2008
Apple Computer January 2001 - August 2003
Apple Computer September 1996 - October 1997
Symantec December 1993 - April 1996
Education
University of California, Berkeley 2003 — 2005
De Anza
De Anza
University of California, Berkeley
2005B.A, Economics
Peter Murphy's BTIG, LLC Experience January 2013 - Present
Job Managing Director Institutional Equity Sales Trading at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC January 2013 - Present
Invest For Kids 2012 - Present
Knight Capital Group March 2007 - December 2012
Knight Capital Group 2002 - 2007
Knight Capital Group 2000 - 2002
Skills
Series 7, Equities, Trading, Series 63, Equity Trading, Electronic Trading, Bloomberg, Trading Systems, Capital Markets, Investments, Derivatives, Investment Banking, Financial Markets, Hedge Funds, Securities, Portfolio Management, Fixed Income, Options, Series 24, FINRA
Education
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Arts (B.A.), Political Science
BTIG, LLC January 2013 - Present
Invest For Kids 2012 - Present
Knight Capital Group March 2007 - December 2012
Knight Capital Group 2002 - 2007
Knight Capital Group 2000 - 2002
Skills
Series 7, Equities, Trading, Series 63, Equity Trading, Electronic Trading, Bloomberg, Trading Systems, Capital Markets, Investments, Derivatives, Investment Banking, Financial Markets, Hedge Funds, Securities, Portfolio Management, Fixed Income, Options, Series 24, FINRA
Education
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Arts (B.A.), Political Science
Jennifer Enos's BTIG, LLC Experience March 2009 - September 2009
Job Market Data Services Account Manager
Industry Logistics and Supply Chain
Experience
State Street April 2012 - Present
Pioneer Investments August 2010 - December 2010
The Playful Pup LLC October 2009 - July 2010
BTIG LLC March 2009 - September 2009
LaBranche Financial Services March 2007 - March 2009
Natixis Global Asset Management September 2005 - November 2006
Deutsche Bank March 2003 - September 2005
Sapers & Wallack Advisors June 2002 - January 2003
Gruntal & Co July 2000 - September 2001
Fahnestock & Co June 1995 - May 2000
Skills
Securities, Trading, Equities, Financial Services, Investments, Equity Trading, FINRA, Electronic Trading, Negotiation, Mutual Funds, Trading Systems, Conflict Resolution, Bloomberg, Capital Markets, Vendor Relationships, Analysis, Business Analysis, Microsoft Excel, Microsoft Office, Competitive Analysis, Strategic Planning, Procurement, Supply Chain, Contract Negotiation, Contract Management, Strategic Sourcing, Financial Risk, Vendor Management
Education
Boston University 1992 — 1995
Bachelor of Arts, Liberal Arts and Sciences/Liberal Studies
State Street April 2012 - Present
Pioneer Investments August 2010 - December 2010
The Playful Pup LLC October 2009 - July 2010
BTIG LLC March 2009 - September 2009
LaBranche Financial Services March 2007 - March 2009
Natixis Global Asset Management September 2005 - November 2006
Deutsche Bank March 2003 - September 2005
Sapers & Wallack Advisors June 2002 - January 2003
Gruntal & Co July 2000 - September 2001
Fahnestock & Co June 1995 - May 2000
Skills
Securities, Trading, Equities, Financial Services, Investments, Equity Trading, FINRA, Electronic Trading, Negotiation, Mutual Funds, Trading Systems, Conflict Resolution, Bloomberg, Capital Markets, Vendor Relationships, Analysis, Business Analysis, Microsoft Excel, Microsoft Office, Competitive Analysis, Strategic Planning, Procurement, Supply Chain, Contract Negotiation, Contract Management, Strategic Sourcing, Financial Risk, Vendor Management
Education
Boston University 1992 — 1995
Bachelor of Arts, Liberal Arts and Sciences/Liberal Studies
John Lowenberg, Jr.'s BTIG, LLC Experience February 2006 - Present
Job Partner, Managing Director at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC February 2006 - Present
Commerce One 1998 - 2001
Harbinger Corporation 1993 - 1997
Skills
Private Equity, Hedge Funds, Venture Capital, Alternative Investments, Equities, Investments, Capital Markets, Series 7, Asset Managment, Investment Banking, Trading, Portfolio Management, Valuation, Bloomberg, Equity Trading, Securities, Series 63, Financial Modeling, Equity Research
Education
Denison University 1989 — 1993
Bachelor of Arts, Economics
Trinity-Pawling School 1986 — 1989
BTIG, LLC February 2006 - Present
Commerce One 1998 - 2001
Harbinger Corporation 1993 - 1997
Skills
Private Equity, Hedge Funds, Venture Capital, Alternative Investments, Equities, Investments, Capital Markets, Series 7, Asset Managment, Investment Banking, Trading, Portfolio Management, Valuation, Bloomberg, Equity Trading, Securities, Series 63, Financial Modeling, Equity Research
Education
Denison University 1989 — 1993
Bachelor of Arts, Economics
Trinity-Pawling School 1986 — 1989
Adrienne Schaefer's BTIG, LLC Experience November 2014 - Present
Job Senior Vice President at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC November 2014 - Present
ConvergEx Group June 2003 - January 2014
Dresdner Kleinwort June 1999 - October 2002
HSBC January 1997 - June 1999
Skills
Trading Systems, Series 7, Equity Trading, Equities, Series 63, Trading, Capital Markets, Securities, Bloomberg, Hedge Funds, Fixed Income, Options, Investments, Electronic Trading, Financial Markets, Financial Services, Data Reconciliation, Client Relations Skills, Microsoft Excel, Microsoft Word, Microsoft Office, Reporting & Analysis, Account Reconciliation, Portfolio Performance..., Portfolio Risk, ADRs, Futures, ETFs, Emerging Markets
Education
Quinnipiac University - School of Business 1992 — 1996
Bachelor of Science (BS), Financial Management
Pascack Hills High School 1988 — 1992
BTIG, LLC November 2014 - Present
ConvergEx Group June 2003 - January 2014
Dresdner Kleinwort June 1999 - October 2002
HSBC January 1997 - June 1999
Skills
Trading Systems, Series 7, Equity Trading, Equities, Series 63, Trading, Capital Markets, Securities, Bloomberg, Hedge Funds, Fixed Income, Options, Investments, Electronic Trading, Financial Markets, Financial Services, Data Reconciliation, Client Relations Skills, Microsoft Excel, Microsoft Word, Microsoft Office, Reporting & Analysis, Account Reconciliation, Portfolio Performance..., Portfolio Risk, ADRs, Futures, ETFs, Emerging Markets
Education
Quinnipiac University - School of Business 1992 — 1996
Bachelor of Science (BS), Financial Management
Pascack Hills High School 1988 — 1992
Jason Forney's BTIG, LLC Experience February 2008 - Present
Job Equity Trader @ BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC February 2008 - Present
Standard & Poor's May 2006 - February 2008
Skills
Equities, Capital Markets, Investments, Valuation, Financial Modeling, Private Equity, Financial Analysis, Due Diligence, Venture Capital, Microsoft Excel, Mergers & Acquisitions, Sales, Bloomberg, Analysis, Trading, Options, Hedge Funds, Business Development, Fixed Income, Start-ups
Education
University of California, Berkeley 1997 — 2002
BTIG, LLC February 2008 - Present
Standard & Poor's May 2006 - February 2008
Skills
Equities, Capital Markets, Investments, Valuation, Financial Modeling, Private Equity, Financial Analysis, Due Diligence, Venture Capital, Microsoft Excel, Mergers & Acquisitions, Sales, Bloomberg, Analysis, Trading, Options, Hedge Funds, Business Development, Fixed Income, Start-ups
Education
University of California, Berkeley 1997 — 2002
April Scee's BTIG, LLC Experience September 2013 - June 2015
Job Managing Director, Consumer Analyst at Sterne Agee CRT
Industry Financial Services
Experience
Sterne Agee CRT June 2015 - Present
BTIG, LLC September 2013 - June 2015
LL Capital Asset Management 2013 - 2013
Weiss Multi-Strategy Associates 2008 - 2012
Banc of America Securities 2000 - 2008
Lehman Brothers 1999 - 1999
Columbia Capital Corporation 1995 - 1998
Skills
Equities, Due Diligence, Capital Markets, Financial Modeling, Investment Banking, Valuation, Bloomberg, Portfolio Management, Hedge Funds, Investments, Asset Management, Equity Research, Financial Analysis, Corporate Finance, Private Equity, Bonds, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
University of Virginia 1995 — 1998
Creative Writing
Duke University 1991 — 1995
B.A., English
Quince Orchard HS
Sterne Agee CRT June 2015 - Present
BTIG, LLC September 2013 - June 2015
LL Capital Asset Management 2013 - 2013
Weiss Multi-Strategy Associates 2008 - 2012
Banc of America Securities 2000 - 2008
Lehman Brothers 1999 - 1999
Columbia Capital Corporation 1995 - 1998
Skills
Equities, Due Diligence, Capital Markets, Financial Modeling, Investment Banking, Valuation, Bloomberg, Portfolio Management, Hedge Funds, Investments, Asset Management, Equity Research, Financial Analysis, Corporate Finance, Private Equity, Bonds, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
University of Virginia 1995 — 1998
Creative Writing
Duke University 1991 — 1995
B.A., English
Quince Orchard HS
Robert Gagnon's BTIG, LLC Experience April 2010 - Present
Job Managing Director, BTIG LLC. Futures & Commodities
Industry Investment Banking
Experience
BTIG LLC April 2010 - Present
RBC Capital Markets January 2008 - April 2010
Fimat 2005 - 2007
Morgan Stanley 2003 - 2005
State Street Global LInk 2000 - 2003
Bank of Montreal 1990 - 1994
Bank of Montreal 1990 - 1994
Education
York University - Schulich School of Business 1985 — 1987
MBA
Queen's University 1981 — 1985
Bachelor of Arts, Economics
BTIG LLC April 2010 - Present
RBC Capital Markets January 2008 - April 2010
Fimat 2005 - 2007
Morgan Stanley 2003 - 2005
State Street Global LInk 2000 - 2003
Bank of Montreal 1990 - 1994
Bank of Montreal 1990 - 1994
Education
York University - Schulich School of Business 1985 — 1987
MBA
Queen's University 1981 — 1985
Bachelor of Arts, Economics
Robert Therese's BTIG, LLC Experience September 2007 - July 2011
Job VP Bass Trading
Industry Financial Services
Experience
BTIG LLC. September 2007 - July 2011
HSBC 2000 - 2007
Pershing 1997 - 2000
Skills
Securities, Derivatives, Fixed Income, Hedge Funds, Equities, Bloomberg, Credit, Trading Systems, Series 7, Options, Prime Brokerage, Trading, Financial Markets
Education
University of South Florida 2001 — 2003
Matawan Regional High School 1987 — 1992
Christian Brothers Academy 1985 — 1992
University of Dayton 1989 — 1990
BTIG LLC. September 2007 - July 2011
HSBC 2000 - 2007
Pershing 1997 - 2000
Skills
Securities, Derivatives, Fixed Income, Hedge Funds, Equities, Bloomberg, Credit, Trading Systems, Series 7, Options, Prime Brokerage, Trading, Financial Markets
Education
University of South Florida 2001 — 2003
Matawan Regional High School 1987 — 1992
Christian Brothers Academy 1985 — 1992
University of Dayton 1989 — 1990
Shepard B. Siegel's BTIG, LLC Experience June 2009 - November 2010
Job Founder at Spider Lane LLC
Industry Financial Services
Experience
Spider Lane LLC January 2014 - Present
Worth Venture Partners, LLC 2013 - December 2013
Lazard Capital Markets November 2010 - December 2012
BTIG LLC June 2009 - November 2010
Ecology Venture Partners, LLC April 2008 - May 2009
Fortress Investment Group 2006 - 2008
Goldman Sachs 1996 - 2006
Amroc Investments 1991 - 1996
Citibank NA 1983 - 1990
Skills
Hedge Funds, Securitization, Trading, Capital Markets, Portfolio Management, Investment Banking, Private Equity, Leveraged Finance, Asset Allocation, Due Diligence, Loans, Financial Modeling, Venture Capital, Asset Management, Investments, Bonds, M&A experience, High Yield, Entrepreneurship, Equities, Fixed Income, Structured Finance, Joint Ventures, Securities, Alternative Investments, Mergers & Acquisitions, Special Situations, Financial Structuring
Education
University of California, Berkeley - Walter A. Haas School of Business 1981 — 1983
mba, finance
University of California, Hastings College of the Law 1979 — 1983
jd, law
Fulbright Scholarship 1978 — 1979
Brazil
University of Pennsylvania 1975 — 1978
ba, economics
Spider Lane LLC January 2014 - Present
Worth Venture Partners, LLC 2013 - December 2013
Lazard Capital Markets November 2010 - December 2012
BTIG LLC June 2009 - November 2010
Ecology Venture Partners, LLC April 2008 - May 2009
Fortress Investment Group 2006 - 2008
Goldman Sachs 1996 - 2006
Amroc Investments 1991 - 1996
Citibank NA 1983 - 1990
Skills
Hedge Funds, Securitization, Trading, Capital Markets, Portfolio Management, Investment Banking, Private Equity, Leveraged Finance, Asset Allocation, Due Diligence, Loans, Financial Modeling, Venture Capital, Asset Management, Investments, Bonds, M&A experience, High Yield, Entrepreneurship, Equities, Fixed Income, Structured Finance, Joint Ventures, Securities, Alternative Investments, Mergers & Acquisitions, Special Situations, Financial Structuring
Education
University of California, Berkeley - Walter A. Haas School of Business 1981 — 1983
mba, finance
University of California, Hastings College of the Law 1979 — 1983
jd, law
Fulbright Scholarship 1978 — 1979
Brazil
University of Pennsylvania 1975 — 1978
ba, economics
Irene Fan's BTIG, LLC Experience July 2010 - July 2011
Job Institutional Fixed Income Sales at Falcon Square Capital
Industry Financial Services
Experience
Falcon Square Capital August 2015 - Present
Wunderlich Securities July 2014 - July 2015
CastleOak Securities, L.P. August 2012 - January 2014
Piper Jaffray 2011 - August 2012
BTIG LLC July 2010 - July 2011
Jesup & Lamont 2008 - 2010
Keefe, Bruyette & Woods 2006 - 2008
Advest, Inc. 2003 - 2005
Piper Jaffray 2001 - 2003
Prudential Securitites 1997 - 2001
Skills
Fixed Income, Alternative Investments, Investment Banking, Hedge Funds, Series 7, Capital Markets, Structured Products, Series 63, Equities, Portfolio Management, Bloomberg, Trading, Securities, Bonds, Investments, Asset Management
Education
UCLA Anderson School of Management
MBA, Finance, Entrepreneurship
University of Pennsylvania
BAS, Systems Engineering
University of Pennsylvania - The Wharton School
BSE, Finance
Falcon Square Capital August 2015 - Present
Wunderlich Securities July 2014 - July 2015
CastleOak Securities, L.P. August 2012 - January 2014
Piper Jaffray 2011 - August 2012
BTIG LLC July 2010 - July 2011
Jesup & Lamont 2008 - 2010
Keefe, Bruyette & Woods 2006 - 2008
Advest, Inc. 2003 - 2005
Piper Jaffray 2001 - 2003
Prudential Securitites 1997 - 2001
Skills
Fixed Income, Alternative Investments, Investment Banking, Hedge Funds, Series 7, Capital Markets, Structured Products, Series 63, Equities, Portfolio Management, Bloomberg, Trading, Securities, Bonds, Investments, Asset Management
Education
UCLA Anderson School of Management
MBA, Finance, Entrepreneurship
University of Pennsylvania
BAS, Systems Engineering
University of Pennsylvania - The Wharton School
BSE, Finance
Lisa Albanese's BTIG, LLC Experience March 2007 - October 2008
Job Business Developer Drinking Water and Water Conservation Solutions
Industry Renewables & Environment
Experience
BioSand Bag Filter Co April 2010 - Present
Albanese Associates, LLC, Distributors of WaterGrip Media for NY and NJ November 2008 - Present
TransVolt International Energy Corp. June 2014 - June 2015
BTIG, LLC March 2007 - October 2008
Goldman Sachs & Co. / Spear, Leeds & Kellogg Capital Markets February 1987 - March 2003
Skills
Trading, Equities, Investments, Emerging Markets, Series 7, Securities, Strategy, Electronic Trading, Equity Trading, Leadership, Hedge Funds, Capital Markets, Mutual Funds, Derivatives, Asset Management, Trading Systems, Valuation, Alternative Investments, Investment Banking, Marketing Strategy, Financial Markets, Options, Due Diligence, Private Equity, Wealth Management, Venture Capital, Entrepreneurship, Series 63, Fixed Income, Bonds, Sales Management, Sales, CRM, Start-ups
Education
Fashion Institute of Technology 1980 — 1982
AAS, Merchandising
St. Mary's High School 1976 — 1980
BioSand Bag Filter Co April 2010 - Present
Albanese Associates, LLC, Distributors of WaterGrip Media for NY and NJ November 2008 - Present
TransVolt International Energy Corp. June 2014 - June 2015
BTIG, LLC March 2007 - October 2008
Goldman Sachs & Co. / Spear, Leeds & Kellogg Capital Markets February 1987 - March 2003
Skills
Trading, Equities, Investments, Emerging Markets, Series 7, Securities, Strategy, Electronic Trading, Equity Trading, Leadership, Hedge Funds, Capital Markets, Mutual Funds, Derivatives, Asset Management, Trading Systems, Valuation, Alternative Investments, Investment Banking, Marketing Strategy, Financial Markets, Options, Due Diligence, Private Equity, Wealth Management, Venture Capital, Entrepreneurship, Series 63, Fixed Income, Bonds, Sales Management, Sales, CRM, Start-ups
Education
Fashion Institute of Technology 1980 — 1982
AAS, Merchandising
St. Mary's High School 1976 — 1980
Robert A Ward's BTIG, LLC Experience Senior VPState Street Bank2011 - 2012
Job Director at BTIG, LLC
Industry Banking
Experience
BTIG, LLC Senior VPState Street Bank2011 - 2012
Education
Bentley University 1979 — 1983
BTIG, LLC Senior VPState Street Bank2011 - 2012
Education
Bentley University 1979 — 1983
Anthony DiTomo's BTIG, LLC Experience December 2011 - Present
Job Vice President at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC December 2011 - Present
AQR Capital Management September 2006 - December 2011
SEI Investments August 2005 - September 2006
Lazard Asset Management June 2004 - August 2005
Skills
Series 7, Hedge Funds, Securities, Investments, Valuation, FX Options, Bonds, Account Reconciliation, Prime Brokerage, Corporate Actions, Accounting, Back Office, Business Analysis, Alternative Investments, Fixed Income, Derivatives, CDS, Options, Collateral Management, Equity Derivatives, ETFs, Asset Allocation, Equities, Bloomberg, Mutual Funds, Trading Systems, Financial Analysis, Trading, Asset Management, Finance
Education
Drexel University 1999 — 2004
B.S. in Business Administration, Concentration in Economics
Drexel University - LeBow College of Business 1999 — 2004
BTIG, LLC December 2011 - Present
AQR Capital Management September 2006 - December 2011
SEI Investments August 2005 - September 2006
Lazard Asset Management June 2004 - August 2005
Skills
Series 7, Hedge Funds, Securities, Investments, Valuation, FX Options, Bonds, Account Reconciliation, Prime Brokerage, Corporate Actions, Accounting, Back Office, Business Analysis, Alternative Investments, Fixed Income, Derivatives, CDS, Options, Collateral Management, Equity Derivatives, ETFs, Asset Allocation, Equities, Bloomberg, Mutual Funds, Trading Systems, Financial Analysis, Trading, Asset Management, Finance
Education
Drexel University 1999 — 2004
B.S. in Business Administration, Concentration in Economics
Drexel University - LeBow College of Business 1999 — 2004
Kenneth Temple, CFA's BTIG, LLC Experience November 2014 - Present
Job Director at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC November 2014 - Present
ConvergEx Group March 2005 - April 2013
Dresdner Kleinwort Wasserstein Group, Inc. January 2000 - December 2004
Donaldson, Lufkin & Jenrette April 2000 - December 2000
Robert Fleming November 1995 - March 2000
Smith New Court 1993 - 1995
Skills
Equities, Bloomberg, Derivatives, Trading, Options, Electronic Trading, Fixed Income, Capital Markets, Equity Trading, Risk Management, Quantitative Analytics, Financial Risk, VBA, ETFs, Portfolio Optimization, Statistical Modeling, Factor Analysis, Hedging, Relationship Management, Barra Aegis, Matlab
Education
The College of Wooster
Bachelor of Arts (BA), Economics
BTIG, LLC November 2014 - Present
ConvergEx Group March 2005 - April 2013
Dresdner Kleinwort Wasserstein Group, Inc. January 2000 - December 2004
Donaldson, Lufkin & Jenrette April 2000 - December 2000
Robert Fleming November 1995 - March 2000
Smith New Court 1993 - 1995
Skills
Equities, Bloomberg, Derivatives, Trading, Options, Electronic Trading, Fixed Income, Capital Markets, Equity Trading, Risk Management, Quantitative Analytics, Financial Risk, VBA, ETFs, Portfolio Optimization, Statistical Modeling, Factor Analysis, Hedging, Relationship Management, Barra Aegis, Matlab
Education
The College of Wooster
Bachelor of Arts (BA), Economics
Michael Fee's BTIG, LLC Experience July 2014 - Present
Job Director, Convertible Bond Desk at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC July 2014 - Present
BCP Securities 2011 - July 2014
McMahan Securities September 2005 - February 2011
Skills
Hedge Funds, Securities, Equities, Series 7, Bloomberg, Investments, Capital Markets, Trading, Bonds, Corporate Finance, Finance, Series 63, Fixed Income, Microsoft Excel, Alternative Investments, Portfolio Management, Derivatives, Microsoft Office, Financial Markets, Options, Asset Management
Education
New York University 2000 — 2003
MBA, Finance
Boston College 1989 — 1993
BA, Psychology
Scarsdale Highschool 1985 — 1989
EDGEWOOD eagles
BTIG, LLC July 2014 - Present
BCP Securities 2011 - July 2014
McMahan Securities September 2005 - February 2011
Skills
Hedge Funds, Securities, Equities, Series 7, Bloomberg, Investments, Capital Markets, Trading, Bonds, Corporate Finance, Finance, Series 63, Fixed Income, Microsoft Excel, Alternative Investments, Portfolio Management, Derivatives, Microsoft Office, Financial Markets, Options, Asset Management
Education
New York University 2000 — 2003
MBA, Finance
Boston College 1989 — 1993
BA, Psychology
Scarsdale Highschool 1985 — 1989
EDGEWOOD eagles
Jessica Banka's BTIG, LLC Experience August 2006 - August 2010
Job Marketing and Sales at The Applicant Manager LLC
Industry Computer Software
Experience
The Applicant Manager June 2014 - Present
Williams-Sonoma, Inc. October 2012 - June 2014
Williams-Sonoma, Inc. August 2010 - October 2012
BTIG LLC August 2006 - August 2010
University of California August 2004 - June 2006
Skills
Strategy, Leadership, Training, Forecasting, Analysis, Event Planning, Direct Marketing, Microsoft Excel
Education
Institute for Integrative Nutrition 2015 — 2015
Health Coach
University of California, Santa Cruz 2002 — 2006
Bachelor of Arts Degree, Global Economics
The Applicant Manager June 2014 - Present
Williams-Sonoma, Inc. October 2012 - June 2014
Williams-Sonoma, Inc. August 2010 - October 2012
BTIG LLC August 2006 - August 2010
University of California August 2004 - June 2006
Skills
Strategy, Leadership, Training, Forecasting, Analysis, Event Planning, Direct Marketing, Microsoft Excel
Education
Institute for Integrative Nutrition 2015 — 2015
Health Coach
University of California, Santa Cruz 2002 — 2006
Bachelor of Arts Degree, Global Economics
Steven Druskin's BTIG, LLC Experience September 2009 - Present
Job General Counsel at BTIG
Industry Financial Services
Experience
BTIG, LLC September 2009 - Present
Pacific View Asset Management, LLC July 2012 - Present
Scion Capital, LLC June 2004 - September 2009
Howard Rice October 1999 - June 2004
Education
University of the Pacific - McGeorge School of Law 1994 — 1997
JD
University of Southern California 1990 — 1994
B.S., Business
San Ramon Valley High School 1986 — 1990
BTIG, LLC September 2009 - Present
Pacific View Asset Management, LLC July 2012 - Present
Scion Capital, LLC June 2004 - September 2009
Howard Rice October 1999 - June 2004
Education
University of the Pacific - McGeorge School of Law 1994 — 1997
JD
University of Southern California 1990 — 1994
B.S., Business
San Ramon Valley High School 1986 — 1990
Nicole Ehlers's BTIG, LLC Experience May 2007 - Present
Job BTIG LLC
Industry Financial Services
Experience
BTIG LLC May 2007 - Present
Cantor Fitzgerald 2004 - 2007
Skills
Series 7, Series 63, Equities, Securities
Education
California State University-Chico 1999 — 2004
BS of Business Administration, Marketing, International Business
BTIG LLC May 2007 - Present
Cantor Fitzgerald 2004 - 2007
Skills
Series 7, Series 63, Equities, Securities
Education
California State University-Chico 1999 — 2004
BS of Business Administration, Marketing, International Business
Luke Stillman, CFA's BTIG, LLC Experience May 2006 - January 2008
Job Associate Director of Forecasting at MAGNA GLOBAL
Industry Market Research
Experience
MagnaGlobal October 2014 - Present
MAGNA GLOBAL June 2012 - October 2014
ArcherOak Capital Management November 2010 - October 2011
JL Berkowitz January 2009 - November 2010
Camulos Capital January 2008 - September 2008
BTIG, LLC May 2006 - January 2008
Skills
Financial Analysis, Programmatic Trading, RTB, Forecasting, Portfolio Management, comScore, Regression Analysis, Regression Models, Bloomberg, Equities, Hedge Funds, Trading, Excel, CFA, Financial Modeling, Portfolio Optimization, Media Buying, Digital Media, Advertising Research, Mobile Advertising, Demand Side Platform, Data Science, Statistical Data..., Economic Data Analysis, Data Analysis, Market Research
Education
Tufts University 2002 — 2006
BA, Quantitative Economics, Art History
MagnaGlobal October 2014 - Present
MAGNA GLOBAL June 2012 - October 2014
ArcherOak Capital Management November 2010 - October 2011
JL Berkowitz January 2009 - November 2010
Camulos Capital January 2008 - September 2008
BTIG, LLC May 2006 - January 2008
Skills
Financial Analysis, Programmatic Trading, RTB, Forecasting, Portfolio Management, comScore, Regression Analysis, Regression Models, Bloomberg, Equities, Hedge Funds, Trading, Excel, CFA, Financial Modeling, Portfolio Optimization, Media Buying, Digital Media, Advertising Research, Mobile Advertising, Demand Side Platform, Data Science, Statistical Data..., Economic Data Analysis, Data Analysis, Market Research
Education
Tufts University 2002 — 2006
BA, Quantitative Economics, Art History
Mychal Harrison's BTIG, LLC Experience March 2009 - November 2010
Job Director at Huron Consulting Group
Industry Financial Services
Experience
Huron Consulting Group January 2015 - Present
Huron Consulting Group September 2013 - Present
Guggenheim Securities February 2012 - January 2013
Cantor Fitzgerald December 2010 - December 2011
BTIG LLC March 2009 - November 2010
Duke University 2006 - 2010
Barclays Capital 2006 - January 2009
Credit Suisse March 2005 - June 2006
Goldman Sachs January 2004 - March 2005
Goldman Sachs July 2001 - December 2003
Skills
Valuation, Trading, High Yield Bonds, Debt Restructuring, Financials, Financial Markets, Capital Markets Advisory, Investment Banking, Financial Modeling, TMT, Technology, Fixed Income, Leveraged Finance, Hedge Funds, Strategy, Capital Markets
Education
Duke University 1997 — 2001
BS, Economics
Duke University 1997 — 2001
Certificate, Markets and Management
Huron Consulting Group January 2015 - Present
Huron Consulting Group September 2013 - Present
Guggenheim Securities February 2012 - January 2013
Cantor Fitzgerald December 2010 - December 2011
BTIG LLC March 2009 - November 2010
Duke University 2006 - 2010
Barclays Capital 2006 - January 2009
Credit Suisse March 2005 - June 2006
Goldman Sachs January 2004 - March 2005
Goldman Sachs July 2001 - December 2003
Skills
Valuation, Trading, High Yield Bonds, Debt Restructuring, Financials, Financial Markets, Capital Markets Advisory, Investment Banking, Financial Modeling, TMT, Technology, Fixed Income, Leveraged Finance, Hedge Funds, Strategy, Capital Markets
Education
Duke University 1997 — 2001
BS, Economics
Duke University 1997 — 2001
Certificate, Markets and Management
Peter Macaluso's BTIG, LLC Experience March 2009 - January 2010
Job Senior Vice President at BTIG
Industry Financial Services
Experience
BTIG January 2010 - Present
New York Cares October 2011 - October 2011
BTIG, LLC March 2009 - January 2010
Merrill Lynch February 1992 - October 2008
Traveled solo across America after college April 1991 - August 1991
Skills
Bonds, @Risk, Fixed Income, Financial Markets, High Yield, Portfolio Management, Trading, Financial Risk, Equities, Securities, Series 63, Electronic Trading, Hedge Funds, Derivatives, Emerging Markets, Bloomberg, Series 7, Asset Management, Back Office, Investments, Alternative Investments, Capital Markets
Education
Appalachian State University 1986 — 1991
BSBA, Management
Westhampton Beach High School
BTIG January 2010 - Present
New York Cares October 2011 - October 2011
BTIG, LLC March 2009 - January 2010
Merrill Lynch February 1992 - October 2008
Traveled solo across America after college April 1991 - August 1991
Skills
Bonds, @Risk, Fixed Income, Financial Markets, High Yield, Portfolio Management, Trading, Financial Risk, Equities, Securities, Series 63, Electronic Trading, Hedge Funds, Derivatives, Emerging Markets, Bloomberg, Series 7, Asset Management, Back Office, Investments, Alternative Investments, Capital Markets
Education
Appalachian State University 1986 — 1991
BSBA, Management
Westhampton Beach High School
Pamela Fong's BTIG, LLC Experience June 2007 - December 2007
Job Director, Wells Fargo Securities/Wells Fargo Prime Services
Industry Financial Services
Experience
Wells Fargo Securities May 2008 - Present
MERLIN SECURITIES LLC, A Wells Fargo Company May 2008 - Present
The Shemano Group December 2007 - May 2008
BTIG LLC June 2007 - December 2007
Nollenberger Capital Partners October 2006 - June 2007
THOMAS WEISEL PARTNERS LLC January 1999 - October 2006
Thomas Weisel Partners 1999 - 2006
Montgomery Securities May 1998 - January 1999
HSBC SECURITIES, INC August 1995 - May 1998
SALOMON BROTHERS, INC August 1993 - August 1995
Education
Member of New York and Massachusetts
Doctor of Law (J.D.)
New York Law School 1989 — 1993
JD, Law
NEW YORK LAW SCHOOL
Juris Doctorate
DREW UNIVERSITY 1981 — 1985
Drew University 1981 — 1985
BA, Behavioral Sciences, Political Science
Wells Fargo Securities May 2008 - Present
MERLIN SECURITIES LLC, A Wells Fargo Company May 2008 - Present
The Shemano Group December 2007 - May 2008
BTIG LLC June 2007 - December 2007
Nollenberger Capital Partners October 2006 - June 2007
THOMAS WEISEL PARTNERS LLC January 1999 - October 2006
Thomas Weisel Partners 1999 - 2006
Montgomery Securities May 1998 - January 1999
HSBC SECURITIES, INC August 1995 - May 1998
SALOMON BROTHERS, INC August 1993 - August 1995
Education
Member of New York and Massachusetts
Doctor of Law (J.D.)
New York Law School 1989 — 1993
JD, Law
NEW YORK LAW SCHOOL
Juris Doctorate
DREW UNIVERSITY 1981 — 1985
Drew University 1981 — 1985
BA, Behavioral Sciences, Political Science
Gregg Schreiber's BTIG, LLC Experience May 2013 - March 2014
Job Head of Relative Value Algorithmic Sales
Industry Financial Services
Experience
Quantitative Brokers April 2014 - Present
BTIG, LLC May 2013 - March 2014
Newedge USA March 2009 - March 2013
Gramercy Park Capital July 2007 - February 2009
Bear Stearns June 1992 - July 2007
Lehman Brothers 1987 - 1993
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Capital Markets, Bloomberg, Trading, Series 7, Financial Markets, Securities, Investment Banking, Portfolio Management
Education
The George Washington University 1983 — 1987
Finance
Quantitative Brokers April 2014 - Present
BTIG, LLC May 2013 - March 2014
Newedge USA March 2009 - March 2013
Gramercy Park Capital July 2007 - February 2009
Bear Stearns June 1992 - July 2007
Lehman Brothers 1987 - 1993
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Capital Markets, Bloomberg, Trading, Series 7, Financial Markets, Securities, Investment Banking, Portfolio Management
Education
The George Washington University 1983 — 1987
Finance
John McGough's BTIG, LLC Experience October 2008 - February 2011
Job Managing Director of Commission Management Services at MKM Partners, LLC
Industry Financial Services
Experience
MKM Partners, LLC November 2013 - Present
JonesTrading April 2011 - November 2013
BTIG, LLC October 2008 - February 2011
Kellogg Partners 2006 - 2008
Prudential Securities 2003 - 2006
Standard and Poor's Securities 1995 - 2001
Skills
Electronic Trading, Sales Commission, Equity Trading, Trading Systems, Equities, Bloomberg, Series 7, Hedge Funds, Trading, Series 24, Fixed Income, Securities, Capital Markets, Equity Derivatives, FINRA, Financial Markets, Options, Market Data, Alternative Investments, Prime Brokerage, Investments
Education
Saint Peter's University
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management, Graduated
MKM Partners, LLC November 2013 - Present
JonesTrading April 2011 - November 2013
BTIG, LLC October 2008 - February 2011
Kellogg Partners 2006 - 2008
Prudential Securities 2003 - 2006
Standard and Poor's Securities 1995 - 2001
Skills
Electronic Trading, Sales Commission, Equity Trading, Trading Systems, Equities, Bloomberg, Series 7, Hedge Funds, Trading, Series 24, Fixed Income, Securities, Capital Markets, Equity Derivatives, FINRA, Financial Markets, Options, Market Data, Alternative Investments, Prime Brokerage, Investments
Education
Saint Peter's University
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management, Graduated
Bernie Notas's BTIG, LLC Experience February 2003 - February 2010
Job CFO
Industry Financial Services
Experience
BTIG, LLC February 2003 - February 2010
OffRoad Capital June 1998 - August 2001
Montgomery Securities September 1987 - December 1997
Montgomery Securities September 1987 - December 1997
Education
LIU Brooklyn 1973 — 1977
MBA, General Management
Pace University - Lubin School of Business 1968 — 1972
BBA, Finance Major, Accouting minor
BTIG, LLC February 2003 - February 2010
OffRoad Capital June 1998 - August 2001
Montgomery Securities September 1987 - December 1997
Montgomery Securities September 1987 - December 1997
Education
LIU Brooklyn 1973 — 1977
MBA, General Management
Pace University - Lubin School of Business 1968 — 1972
BBA, Finance Major, Accouting minor
Trista Beauchamp's BTIG, LLC Experience September 2008 - November 2013
Job Administrative Assistant | Freelance Blogger
Industry Human Resources
Experience
The Clorox Company April 2015 - Present
AssetMark May 2014 - April 2015
BTIG, LLC September 2008 - November 2013
Omega Metals Company July 2005 - October 2007
First Options of Chicago (Pacific Stock Exchange Member) March 2000 - November 2002
Preferred Capital Markets (Pacific Stock Exchange Member) September 1997 - September 1999
Kessler Asher Group (Pacific Stock Exchange Member) January 1995 - September 1997
Skills
Administrative..., Microsoft Excel, Microsoft Word, Problem Solving, Strong Written and..., Microsoft Outlook, Ability to Prioritize..., Time Management, PowerPoint, Event Planning, Customer Service, Discretion, Options, Event Management, Strategic Planning, Investments, Management, Team Building, Access, Sales, Marketing, Outlook, Public Speaking
Education
College of Marin 1992 — 1994
Psychology
San Rafael High School 1991 — 1992
High School
The Clorox Company April 2015 - Present
AssetMark May 2014 - April 2015
BTIG, LLC September 2008 - November 2013
Omega Metals Company July 2005 - October 2007
First Options of Chicago (Pacific Stock Exchange Member) March 2000 - November 2002
Preferred Capital Markets (Pacific Stock Exchange Member) September 1997 - September 1999
Kessler Asher Group (Pacific Stock Exchange Member) January 1995 - September 1997
Skills
Administrative..., Microsoft Excel, Microsoft Word, Problem Solving, Strong Written and..., Microsoft Outlook, Ability to Prioritize..., Time Management, PowerPoint, Event Planning, Customer Service, Discretion, Options, Event Management, Strategic Planning, Investments, Management, Team Building, Access, Sales, Marketing, Outlook, Public Speaking
Education
College of Marin 1992 — 1994
Psychology
San Rafael High School 1991 — 1992
High School
Alexander G. Piper's BTIG, LLC Experience January 2013 - December 2014
Job Senior Vice President at Odeon Capital Group LLC
Industry Financial Services
Experience
Odeon Capital Group LLC January 2015 - Present
BTIG, LLC January 2013 - December 2014
Summation Capital LLC March 2013 - December 2013
R.W. Pressprich & Co. December 2011 - March 2012
MF Global October 2011 - November 2011
BTIG, LLC February 2010 - September 2011
Imperial Capital, LLC May 2005 - February 2010
Skills
Strategic Planning, Trading, Team Building, Teaching, Microsoft Office, Sales, High Yield, Bloomberg, Investment Banking, Equities
Education
Fordham University 2002 — 2003
Master of Business Administration (MBA), Finance & Management
Villanova University 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government
rhs
Odeon Capital Group LLC January 2015 - Present
BTIG, LLC January 2013 - December 2014
Summation Capital LLC March 2013 - December 2013
R.W. Pressprich & Co. December 2011 - March 2012
MF Global October 2011 - November 2011
BTIG, LLC February 2010 - September 2011
Imperial Capital, LLC May 2005 - February 2010
Skills
Strategic Planning, Trading, Team Building, Teaching, Microsoft Office, Sales, High Yield, Bloomberg, Investment Banking, Equities
Education
Fordham University 2002 — 2003
Master of Business Administration (MBA), Finance & Management
Villanova University 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government
rhs
Brandon Walsh's BTIG, LLC Experience July 2014 - Present
Job Director at BTIG, LLC
Industry Capital Markets
Experience
BTIG, LLC July 2014 - Present
Newedge May 2008 - February 2014
Fimat Australia Ltd. January 2007 - April 2008
Fimat USA LLC December 2003 - December 2006
Bank of America Securities LLC 1999 - 2003
Skills
FX Options, Derivatives, Electronic Trading, Options, FX trading, Financial Markets, Proprietary Trading, Currency, Hedging, Trading, Commodity, Trading Systems, Foreign Exchange, Swaps, Trading Strategies
Education
University of Pittsburgh 1994 — 1998
BA, Economics
BTIG, LLC July 2014 - Present
Newedge May 2008 - February 2014
Fimat Australia Ltd. January 2007 - April 2008
Fimat USA LLC December 2003 - December 2006
Bank of America Securities LLC 1999 - 2003
Skills
FX Options, Derivatives, Electronic Trading, Options, FX trading, Financial Markets, Proprietary Trading, Currency, Hedging, Trading, Commodity, Trading Systems, Foreign Exchange, Swaps, Trading Strategies
Education
University of Pittsburgh 1994 — 1998
BA, Economics
Sonia Chakraverty's BTIG, LLC Experience June 2014 - January 2015
Job Receptionist at Drinker Biddle & Reath LLP
Industry Venture Capital & Private Equity
Experience
Drinker Biddle & Reath LLP March 2015 - Present
BTIG, LLC June 2014 - January 2015
Liss Okun & Associates May 2010 - May 2014
Mercury Capital May 2008 - May 2010
Olympus Capital October 2007 - December 2007
Broadpoint Capital (Formerly First Albany Capital) August 2001 - October 2007
Skills
Outlook, Adobe Acrobat, Microsoft Excel, Lotus Notes, Microsoft Office, Expenses, Office Equipment, Windows 7, Visio, Invoicing, Spreadsheets, Windows XP, Calendars, Calendaring, Administrative..., Microsoft Word
Education
Kingsborough Community College 1996 — 1998
Associates Degree, Broadcast Technology and Management
Drinker Biddle & Reath LLP March 2015 - Present
BTIG, LLC June 2014 - January 2015
Liss Okun & Associates May 2010 - May 2014
Mercury Capital May 2008 - May 2010
Olympus Capital October 2007 - December 2007
Broadpoint Capital (Formerly First Albany Capital) August 2001 - October 2007
Skills
Outlook, Adobe Acrobat, Microsoft Excel, Lotus Notes, Microsoft Office, Expenses, Office Equipment, Windows 7, Visio, Invoicing, Spreadsheets, Windows XP, Calendars, Calendaring, Administrative..., Microsoft Word
Education
Kingsborough Community College 1996 — 1998
Associates Degree, Broadcast Technology and Management
Joseph Wesley's BTIG, LLC Experience May 2009 - January 2012
Job Chairman of the Board at Vesel Interactive
Industry Financial Services
Experience
Vesel Interactive December 2013 - Present
Vesel Interactive February 2012 - Present
Cantor Fitzgerald January 2012 - March 2013
BTIG, LLC May 2009 - January 2012
Banc of America June 2003 - May 2009
Bear, Stearns & Company June 1998 - June 2003
National Association of Securities Dealers 1997 - 1998
Pershing Trading Company, L.P. 1996 - 1997
Tuttle Securities 1995 - 1996
Skills
Capital Markets..., Global Regulatory..., Risk Arbitrage, PnL Management, Derivatives, Convertible Securities, Leadership Development, Project Coordination, Interpersonal..., Strategic Planning, Process Improvement, Back Office, SEC Compliance, Operational Risk, Relationship Management, Securities, Series 63, Series 7, Equities, Hedge Funds, Bloomberg, Trading, Spanish, Risk Management, Financial Markets, Market Data, Financial Services, Proprietary Trading, Options, Trading Systems, Prime Brokerage, Equity Trading, Strategy, Investments, AML, Capital Markets, SEC, FINRA, Electronic Trading, Asset Management, Fixed Income, Alternative Investments, Institutional, Institutional Sales, Market Structure, Trading System
Education
New York National Guard 1988 — 1997
Recipient of Air Force Achievement and Commendations Medals
State University of New York College at Geneseo 1991 — 1993
B.A., Psychology
Vesel Interactive December 2013 - Present
Vesel Interactive February 2012 - Present
Cantor Fitzgerald January 2012 - March 2013
BTIG, LLC May 2009 - January 2012
Banc of America June 2003 - May 2009
Bear, Stearns & Company June 1998 - June 2003
National Association of Securities Dealers 1997 - 1998
Pershing Trading Company, L.P. 1996 - 1997
Tuttle Securities 1995 - 1996
Skills
Capital Markets..., Global Regulatory..., Risk Arbitrage, PnL Management, Derivatives, Convertible Securities, Leadership Development, Project Coordination, Interpersonal..., Strategic Planning, Process Improvement, Back Office, SEC Compliance, Operational Risk, Relationship Management, Securities, Series 63, Series 7, Equities, Hedge Funds, Bloomberg, Trading, Spanish, Risk Management, Financial Markets, Market Data, Financial Services, Proprietary Trading, Options, Trading Systems, Prime Brokerage, Equity Trading, Strategy, Investments, AML, Capital Markets, SEC, FINRA, Electronic Trading, Asset Management, Fixed Income, Alternative Investments, Institutional, Institutional Sales, Market Structure, Trading System
Education
New York National Guard 1988 — 1997
Recipient of Air Force Achievement and Commendations Medals
State University of New York College at Geneseo 1991 — 1993
B.A., Psychology
Matthew Chie's BTIG, LLC Experience April 2014 - Present
Job Associate at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC April 2014 - Present
Stifel Financial Corp. September 2012 - April 2014
Advanced Equities Inc. October 2011 - August 2012
Chico State 2008 - May 2011
Global Hunter Securities June 2010 - August 2010
Rayner & Haynor Investment Couselors May 2009 - August 2009
Education
California State University-Chico 2006 — 2011
Economics
California State University-Chico 2006 — 2011
Business Administration, Financial Services, Financial Management
Redwood
BTIG, LLC April 2014 - Present
Stifel Financial Corp. September 2012 - April 2014
Advanced Equities Inc. October 2011 - August 2012
Chico State 2008 - May 2011
Global Hunter Securities June 2010 - August 2010
Rayner & Haynor Investment Couselors May 2009 - August 2009
Education
California State University-Chico 2006 — 2011
Economics
California State University-Chico 2006 — 2011
Business Administration, Financial Services, Financial Management
Redwood
Jordan Lichtenstein's BTIG, LLC Experience August 2014 - Present
Job Director Global Macro Futures at BTIG, LLC
Industry Investment Banking
Experience
BTIG, LLC August 2014 - Present
Independent March 2013 - Present
UBS Investment Bank October 2007 - Present
ABN AMRO 2002 - 2007
Skills
Energy, Investment Banking, Equities, Derivatives, Fixed Income, Financial Modeling, Options, Trading, Investments, Hedge Funds, Financial Markets, Financial Analysis, Capital Markets, Commodity, Asset Management
Education
Indiana University Bloomington 1996 — 2000
Bachelor of Science (B.S.), Communications / Business
BTIG, LLC August 2014 - Present
Independent March 2013 - Present
UBS Investment Bank October 2007 - Present
ABN AMRO 2002 - 2007
Skills
Energy, Investment Banking, Equities, Derivatives, Fixed Income, Financial Modeling, Options, Trading, Investments, Hedge Funds, Financial Markets, Financial Analysis, Capital Markets, Commodity, Asset Management
Education
Indiana University Bloomington 1996 — 2000
Bachelor of Science (B.S.), Communications / Business
Jim Pantoskey's BTIG, LLC Experience May 2009 - July 2009
Job Research Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments May 2013 - Present
Franklin Templeton Investments July 2011 - May 2013
Working Village July 2010 - June 2011
Wedbush Securities May 2010 - July 2010
BTIG, LLC May 2009 - July 2009
The First String Co June 2008 - August 2008
Education
University of California, Berkeley 2007 — 2011
B.A., Environmental Economics and Policy
Franklin Templeton Investments May 2013 - Present
Franklin Templeton Investments July 2011 - May 2013
Working Village July 2010 - June 2011
Wedbush Securities May 2010 - July 2010
BTIG, LLC May 2009 - July 2009
The First String Co June 2008 - August 2008
Education
University of California, Berkeley 2007 — 2011
B.A., Environmental Economics and Policy
Katie Shields's BTIG, LLC Experience November 2014 - Present
Job Director at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC November 2014 - Present
Morgan Stanley December 2009 - October 2014
Morgan Stanley December 2006 - December 2009
Morgan Stanley December 2000 - December 2007
Skills
Prime Brokerage, Derivatives, Swaps, Equity Derivatives, Options, FX, Equities, Alternative Investments, Hedge Funds, Bloomberg, Fixed Income, Investment Banking, Securities
Education
Boston College 1999 — 2000
Master of Science (MS)
Boston College 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
BTIG, LLC November 2014 - Present
Morgan Stanley December 2009 - October 2014
Morgan Stanley December 2006 - December 2009
Morgan Stanley December 2000 - December 2007
Skills
Prime Brokerage, Derivatives, Swaps, Equity Derivatives, Options, FX, Equities, Alternative Investments, Hedge Funds, Bloomberg, Fixed Income, Investment Banking, Securities
Education
Boston College 1999 — 2000
Master of Science (MS)
Boston College 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Megan Donnelly Child's BTIG, LLC Experience July 2014 - Present
Job Senior Vice President at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC July 2014 - Present
Morgan Stanley November 1999 - April 2013
Skills
Equities, Series 63, Capital Markets, Series 7, Hedge Funds, Equity Trading, Investment Banking, Prime Brokerage, Electronic Trading, Bloomberg, FINRA, Trading Systems
Education
Loyola University Maryland 1991 — 1995
Oak Knoll School
BTIG, LLC July 2014 - Present
Morgan Stanley November 1999 - April 2013
Skills
Equities, Series 63, Capital Markets, Series 7, Hedge Funds, Equity Trading, Investment Banking, Prime Brokerage, Electronic Trading, Bloomberg, FINRA, Trading Systems
Education
Loyola University Maryland 1991 — 1995
Oak Knoll School
Patrick Mais's BTIG, LLC Experience June 2010 - January 2011
Job Sales and Trading
Industry Financial Services
Experience
Cantor Fitzgerald May 2012 - Present
Cantor Fitzgerald December 2011 - May 2012
The Chartist May 2011 - July 2011
BTIG, LLC June 2010 - January 2011
Merrill Lynch Financial Management and Advisory June 2009 - August 2009
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Woodrow Wilson Classical High School 2003 — 2007
Cantor Fitzgerald May 2012 - Present
Cantor Fitzgerald December 2011 - May 2012
The Chartist May 2011 - July 2011
BTIG, LLC June 2010 - January 2011
Merrill Lynch Financial Management and Advisory June 2009 - August 2009
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Woodrow Wilson Classical High School 2003 — 2007
Robert Abatecola's BTIG, LLC Experience 2009 - 2010
Job President and CEO at DCEA INC., d/b/a Family Financial Centers, Stamford, CT, 2010 – Present
Industry Banking
Experience
DCEA Inc January 2011 - Present
DCEA INC., d/b/a Family Financial Centers, Stamford, CT, 2010 – Present January 2010 - Present
BTIG, LLC 2009 - 2010
Susquehanna International Group, LLP (SIG) 2007 - 2008
Prudential Financial 1983 - 2007
Skills
Hedge Funds, Investments, Alternative Investments, Asset Management, Fixed Income, Options, Derivatives, Mutual Funds, Valuation, Investment Strategies, Asset Allocation, Series 7, Series 24, Series 65, New York State Life and..., Series 63, Trading, Capital Markets, Securities, Equities, Banking, Equity Trading, FINRA, Bloomberg, Risk Management
Education
Bryant College 1978 — 1982
Bachelor's Degree, Business Administration, Concentration in Finance
DCEA Inc January 2011 - Present
DCEA INC., d/b/a Family Financial Centers, Stamford, CT, 2010 – Present January 2010 - Present
BTIG, LLC 2009 - 2010
Susquehanna International Group, LLP (SIG) 2007 - 2008
Prudential Financial 1983 - 2007
Skills
Hedge Funds, Investments, Alternative Investments, Asset Management, Fixed Income, Options, Derivatives, Mutual Funds, Valuation, Investment Strategies, Asset Allocation, Series 7, Series 24, Series 65, New York State Life and..., Series 63, Trading, Capital Markets, Securities, Equities, Banking, Equity Trading, FINRA, Bloomberg, Risk Management
Education
Bryant College 1978 — 1982
Bachelor's Degree, Business Administration, Concentration in Finance
Kristen Fritz's BTIG, LLC Experience April 2007 - January 2010
Job Training Associate at City University of New York
Industry Higher Education
Experience
City University of New York December 2012 - Present
The City University of New York July 2010 - November 2012
Cardinal Compliance Services - A Subsidiary of BTIG, LLC January 2010 - March 2010
BTIG, LLC April 2007 - January 2010
Barneys New York Retail October 2005 - March 2007
Pilo Arts Salon and Spa 2002 - 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lotus Notes, Access, Visio, Microsoft Publisher, Office Management, Administrative..., Human Resources, Employee Benefits, Event Planning, Customer Service
Education
SUNY Empire State College 2011 — 2014
BS, Busines, Management, & Economics
Kingsborough Community College 2004 — 2006
A.A.S Degree, Retail Merchandising
City University of New York December 2012 - Present
The City University of New York July 2010 - November 2012
Cardinal Compliance Services - A Subsidiary of BTIG, LLC January 2010 - March 2010
BTIG, LLC April 2007 - January 2010
Barneys New York Retail October 2005 - March 2007
Pilo Arts Salon and Spa 2002 - 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lotus Notes, Access, Visio, Microsoft Publisher, Office Management, Administrative..., Human Resources, Employee Benefits, Event Planning, Customer Service
Education
SUNY Empire State College 2011 — 2014
BS, Busines, Management, & Economics
Kingsborough Community College 2004 — 2006
A.A.S Degree, Retail Merchandising
Chris Karabelas's BTIG, LLC Experience July 2014 - Present
Job FX Trader at Newedge
Industry Financial Services
Experience
BTIG, LLC July 2014 - Present
Newedge September 2008 - February 2014
ABN AMRO Bank N.V. May 2004 - August 2008
Education
Loyola University of Chicago 2000 — 2004
Finance/Int'l Business
BTIG, LLC July 2014 - Present
Newedge September 2008 - February 2014
ABN AMRO Bank N.V. May 2004 - August 2008
Education
Loyola University of Chicago 2000 — 2004
Finance/Int'l Business
Cady Jones's BTIG, LLC Experience 2014 - 2014
Job Student at The University of Georgia
Industry Financial Services
Experience
Student Managed Investment Fund March 2013 - May 2014
Duff & Phelps January 2013 - May 2014
BTIG, LLC 2014 - 2014
J.P. Morgan June 2013 - August 2013
AIESEC at The University of Georgia August 2011 - April 2012
Skills
Fluent in Japanese, International Sales, Sales Management, Sales, Public Speaking, Event Planning, Recruiting, Account Management, Leadership, Investment Banking, Financial Modeling, Portfolio Management, Chinese, Trading Strategies, Equity Research, Fixed Income
Education
The University of Georgia 2011 — 2015
B.C, Mathematics, 3.5
University of Georgia - Terry College of Business 2011 — 2015
B.B.A, Finance, 3.5
Boston College 2013 — 2013
BS, Accounting
Student Managed Investment Fund March 2013 - May 2014
Duff & Phelps January 2013 - May 2014
BTIG, LLC 2014 - 2014
J.P. Morgan June 2013 - August 2013
AIESEC at The University of Georgia August 2011 - April 2012
Skills
Fluent in Japanese, International Sales, Sales Management, Sales, Public Speaking, Event Planning, Recruiting, Account Management, Leadership, Investment Banking, Financial Modeling, Portfolio Management, Chinese, Trading Strategies, Equity Research, Fixed Income
Education
The University of Georgia 2011 — 2015
B.C, Mathematics, 3.5
University of Georgia - Terry College of Business 2011 — 2015
B.B.A, Finance, 3.5
Boston College 2013 — 2013
BS, Accounting
John Potsiadlo's BTIG, LLC Experience 2006 - Present
Job Managing Director at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC 2006 - Present
Skills
Hedge Funds, Series 7, Series 63, Equity Trading, Equities, Trading, Electronic Trading, Trading Systems, Bloomberg, Alternative Investments, Fixed Income, Options
Education
Penn State University 1990 — 1994
Bachelor of Science (BS), Marketing
BTIG, LLC 2006 - Present
Skills
Hedge Funds, Series 7, Series 63, Equity Trading, Equities, Trading, Electronic Trading, Trading Systems, Bloomberg, Alternative Investments, Fixed Income, Options
Education
Penn State University 1990 — 1994
Bachelor of Science (BS), Marketing
Daniel DeYoe's BTIG, LLC Experience January 2015 - Present
Job Director Equity Derivatives at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC January 2015 - Present
BTIG, LLC December 2009 - January 2015
BTIG, LLC August 2007 - December 2009
Cantor Fitzgerald September 2005 - August 2007
BNY Mellon Wealth Management October 2004 - September 2005
Education
Georgetown University - The McDonough School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Delbarton School 1996 — 2000
BTIG, LLC January 2015 - Present
BTIG, LLC December 2009 - January 2015
BTIG, LLC August 2007 - December 2009
Cantor Fitzgerald September 2005 - August 2007
BNY Mellon Wealth Management October 2004 - September 2005
Education
Georgetown University - The McDonough School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Delbarton School 1996 — 2000
Allan Lazaro's BTIG, LLC Experience December 2014 - Present
Job VP Prime Brokerage at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC December 2014 - Present
BNP Paribas October 2008 - June 2014
Bank of America May 2005 - October 2008
Fidelity Investments July 2004 - May 2005
E*TRADE Financial Corporation January 2003 - July 2004
Bank of America February 2000 - February 2002
Bank of America June 1998 - February 2002
Jack White & Company November 1995 - May 1998
Skills
Prime Brokerage, Financial Services, Client Services, Equities, Investments, Derivatives, Securities, Bloomberg, Capital Markets, Asset Management, Hedge Funds, Series 7, Alternative Investments, Investment Banking
Education
University of California, San Diego 1991 — 1995
Bachelor's Degree, Applied Mathematics
Southwest High School 1988 — 1991
BTIG, LLC December 2014 - Present
BNP Paribas October 2008 - June 2014
Bank of America May 2005 - October 2008
Fidelity Investments July 2004 - May 2005
E*TRADE Financial Corporation January 2003 - July 2004
Bank of America February 2000 - February 2002
Bank of America June 1998 - February 2002
Jack White & Company November 1995 - May 1998
Skills
Prime Brokerage, Financial Services, Client Services, Equities, Investments, Derivatives, Securities, Bloomberg, Capital Markets, Asset Management, Hedge Funds, Series 7, Alternative Investments, Investment Banking
Education
University of California, San Diego 1991 — 1995
Bachelor's Degree, Applied Mathematics
Southwest High School 1988 — 1991
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial