Elevation LLC
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Elevation LLC Employees
Employee
Years
Job
Industry
William R Weldon William R Weldon's Elevation LLC Experience September 2010 - August 2011
Job Futures Market Consultant to Fund Managers and Brokers. 30 years experience.
Industry Capital Markets
Experience
Weldon Resources, LLC September 2011 - Present
Elevation LLC September 2010 - August 2011
Prudential Securities February 2010 - September 2010
Advantage Futures February 2005 - December 2009
Barclays Capital June 1988 - June 2003
Skills
Futures Trading, Executive Coaching, Management Consulting, Broker-Dealer, Hedge Funds, Mutual Funds, Fund Accounting, Managed Futures, Sales Management, Sales, Trading, Trading Systems, Trade Finance, Electronic Trading, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., Derivatives Trading, Leadership Development, Operations Management, Business Development, Global Business..., Global Management, FINRA, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1975 — 1978
MBA, Finance
Weldon Resources, LLC September 2011 - Present
Elevation LLC September 2010 - August 2011
Prudential Securities February 2010 - September 2010
Advantage Futures February 2005 - December 2009
Barclays Capital June 1988 - June 2003
Skills
Futures Trading, Executive Coaching, Management Consulting, Broker-Dealer, Hedge Funds, Mutual Funds, Fund Accounting, Managed Futures, Sales Management, Sales, Trading, Trading Systems, Trade Finance, Electronic Trading, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., Derivatives Trading, Leadership Development, Operations Management, Business Development, Global Business..., Global Management, FINRA, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1975 — 1978
MBA, Finance
David Abergel David Abergel's Elevation LLC Experience June 2014 - Present
Job Institutional Sales & Trading
Industry Financial Services
Experience
Elevation LLC June 2014 - Present
MYD Market November 2013 - May 2014
Baaltaz January 2012 - October 2013
Safra National Bank of New York June 2011 - January 2012
Brack Capital Real Estate December 2009 - June 2010
Skills
Business Strategy, Business Development, New Business Development, Start-ups, Product Management, Project Management, Cloud Computing, E-commerce, Management, Entrepreneurship, Marketing Strategy, Strategic Planning, Team Leadership, Selling, Social Networking, Sales
Education
Columbia University in the City of New York 2010 — 2011
Master of Arts (M.A.), Mathematics of Finance
University of Miami 2002 — 2007
Bachelor of Business Administration (BBA), Economics
Elevation LLC June 2014 - Present
MYD Market November 2013 - May 2014
Baaltaz January 2012 - October 2013
Safra National Bank of New York June 2011 - January 2012
Brack Capital Real Estate December 2009 - June 2010
Skills
Business Strategy, Business Development, New Business Development, Start-ups, Product Management, Project Management, Cloud Computing, E-commerce, Management, Entrepreneurship, Marketing Strategy, Strategic Planning, Team Leadership, Selling, Social Networking, Sales
Education
Columbia University in the City of New York 2010 — 2011
Master of Arts (M.A.), Mathematics of Finance
University of Miami 2002 — 2007
Bachelor of Business Administration (BBA), Economics
Brittany Popaca Brittany Popaca's Elevation LLC Experience February 2013 - July 2013
Job Sales Assistant at National Securities
Industry Financial Services
Experience
Fortren Funding LLC May 2014 - Present
National Securities July 2013 - July 2015
Elevation LLC February 2013 - July 2013
DLP Realty 2012 - 2013
Blinds To Go March 2010 - May 2012
Arrowhead Tennis Club October 2008 - February 2010
Education
Moravian College 2004 — 2008
Bachelor of Arts (B.A.), Historical Studies
Fortren Funding LLC May 2014 - Present
National Securities July 2013 - July 2015
Elevation LLC February 2013 - July 2013
DLP Realty 2012 - 2013
Blinds To Go March 2010 - May 2012
Arrowhead Tennis Club October 2008 - February 2010
Education
Moravian College 2004 — 2008
Bachelor of Arts (B.A.), Historical Studies
Simon Mogg Simon Mogg's Elevation LLC Experience June 2010 - October 2011
Job Leveraged Finance Analyst seeking new opportunities after time out as a new parent
Industry Banking
Experience
Tejas Securities Group, Inc. October 2011 - May 2013
Elevation LLC June 2010 - October 2011
P. Schoenfeld Asset Management April 2008 - January 2009
Alpstar July 2007 - February 2008
Barclays Capital September 2003 - April 2007
Barclays Capital September 2003 - February 2004
Skills
Special Situations, Credit Analysis, High Yield, Event Driven, Equity Valuation, Value Investing, Relative Value, Equity Derivatives, Series 7, Series 63, Series 55, Capital Markets, Equities, Trading, Asset Management, Fixed Income, Investments, Bonds, Securities, Leveraged Finance, Bloomberg, Investment Banking, Derivatives, Hedge Funds
Education
Ecole supérieure de Commerce de Bordeaux-Ecole de Management 1999 — 2003
2:1 BA (Hons), Economics, Finance, Business Administration, GPA 3.5
University of Portsmouth 1999 — 2003
2:1 BA (Hons), European Business and French
Prior Park College, Bath 1992 — 1999
Tejas Securities Group, Inc. October 2011 - May 2013
Elevation LLC June 2010 - October 2011
P. Schoenfeld Asset Management April 2008 - January 2009
Alpstar July 2007 - February 2008
Barclays Capital September 2003 - April 2007
Barclays Capital September 2003 - February 2004
Skills
Special Situations, Credit Analysis, High Yield, Event Driven, Equity Valuation, Value Investing, Relative Value, Equity Derivatives, Series 7, Series 63, Series 55, Capital Markets, Equities, Trading, Asset Management, Fixed Income, Investments, Bonds, Securities, Leveraged Finance, Bloomberg, Investment Banking, Derivatives, Hedge Funds
Education
Ecole supérieure de Commerce de Bordeaux-Ecole de Management 1999 — 2003
2:1 BA (Hons), Economics, Finance, Business Administration, GPA 3.5
University of Portsmouth 1999 — 2003
2:1 BA (Hons), European Business and French
Prior Park College, Bath 1992 — 1999
Phawn Lane Phawn Lane's Elevation LLC Experience March 2008 - Present
Job Office Manager
Industry Marketing and Advertising
Experience
Elevation, LLC March 2008 - Present
MAC Cosmetics June 2008 - Present
Thompson Everett, Inc January 2007 - January 2008
Bloomingdale’s SoHo January 2004 - January 2005
Omni Hotels January 2002 - January 2004
First Union Securities September 2000 - January 2002
Skills
Cosmetics, Beauty, Makeup Artistry, Advertising, Marketing, Social Media, Fashion, Fashion Shows, Skin Care, Event Planning, Marketing Communications, Sales, Customer Service, Training, Human Resources, Management, Microsoft Excel, Microsoft Office, Social Media Marketing, Public Relations, Project Management
Education
Averett University
B.B.A, Bachelors of Business Administration
Monacan High School
Diploma
Averett University
BBA, Business Administration
Elevation, LLC March 2008 - Present
MAC Cosmetics June 2008 - Present
Thompson Everett, Inc January 2007 - January 2008
Bloomingdale’s SoHo January 2004 - January 2005
Omni Hotels January 2002 - January 2004
First Union Securities September 2000 - January 2002
Skills
Cosmetics, Beauty, Makeup Artistry, Advertising, Marketing, Social Media, Fashion, Fashion Shows, Skin Care, Event Planning, Marketing Communications, Sales, Customer Service, Training, Human Resources, Management, Microsoft Excel, Microsoft Office, Social Media Marketing, Public Relations, Project Management
Education
Averett University
B.B.A, Bachelors of Business Administration
Monacan High School
Diploma
Averett University
BBA, Business Administration
Tim Freeman, CFA Tim Freeman, CFA's Elevation LLC Experience June 2011 - Present
Job Elevation LLC Partner
Industry Capital Markets
Experience
Elevation LLC June 2011 - Present
Summit Youth Football 2015 - 2015
Summit Youth Football 2015 - 2015
Capstone Global Markets July 2009 - June 2011
Merrill Lynch 1996 - 2009
Skills
Equities, Risk, Credit, Derivatives, Financial Analysis, Derivative Sales..., Derivatives Trading, Portfolio Risk..., Volatility, Portfolio Management, Trading, Equity Derivatives, Fixed Income, Hedge Funds, Financial Risk, Options, Convertible Bonds, Prime Brokerage, Bloomberg, ETFs, Management, Risk Management, Securities, Structured Finance, Trading Systems, Capital Markets, Mutual Funds, Asset Allocation, Alternative Investments, FINRA, Commodity, Electronic Trading, Wealth Management, Valuation, Emerging Markets, Investments, Financial Modeling, Financial Markets, Private Equity
Education
University of California, Davis - Graduate School of Management 1994 — 1996
MBA, Finance, Statistics
Penn State University 1985 — 1990
Bachelor of Science, Public Service
Kempsville High School
Elevation LLC June 2011 - Present
Summit Youth Football 2015 - 2015
Summit Youth Football 2015 - 2015
Capstone Global Markets July 2009 - June 2011
Merrill Lynch 1996 - 2009
Skills
Equities, Risk, Credit, Derivatives, Financial Analysis, Derivative Sales..., Derivatives Trading, Portfolio Risk..., Volatility, Portfolio Management, Trading, Equity Derivatives, Fixed Income, Hedge Funds, Financial Risk, Options, Convertible Bonds, Prime Brokerage, Bloomberg, ETFs, Management, Risk Management, Securities, Structured Finance, Trading Systems, Capital Markets, Mutual Funds, Asset Allocation, Alternative Investments, FINRA, Commodity, Electronic Trading, Wealth Management, Valuation, Emerging Markets, Investments, Financial Modeling, Financial Markets, Private Equity
Education
University of California, Davis - Graduate School of Management 1994 — 1996
MBA, Finance, Statistics
Penn State University 1985 — 1990
Bachelor of Science, Public Service
Kempsville High School
Colleen Dean's Elevation LLC Experience June 2013 - August 2013
Job Finance Coop at Johnson & Johnson
Industry
Experience
Johnson & Johnson January 2015 - July 2015
Management Planning, Inc. May 2014 - August 2014
Elevation LLC June 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Valuation, Teamwork, Public Speaking, Social Media, Sales, Leadership, Financial Analysis, Research, Customer Service, Finance
Education
The College of New Jersey 2012 — 2016
Bachelor's Degree, Finance, General, Junior
Middletown High School North 2008 — 2014
Johnson & Johnson January 2015 - July 2015
Management Planning, Inc. May 2014 - August 2014
Elevation LLC June 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Valuation, Teamwork, Public Speaking, Social Media, Sales, Leadership, Financial Analysis, Research, Customer Service, Finance
Education
The College of New Jersey 2012 — 2016
Bachelor's Degree, Finance, General, Junior
Middletown High School North 2008 — 2014
Stefanie Bishop Stefanie Bishop's Elevation LLC Experience June 2010 - March 2011
Job Endurance Coach & Athlete
Industry Financial Services
Experience
'Self-Employed' April 2015 - Present
AOC Securities, LLC September 2013 - April 2015
Cantor Fitzgerald April 2011 - June 2013
Elevation LLC June 2010 - March 2011
Crilly Companies October 2008 - June 2010
crobar New York June 2003 - June 2007
Skills
Series 7, Series 63, Equities, Equity Derivatives, Hedge Funds, Trading, Options, Marketing, Event Planning, Management, Sales, Networking, Problem Solving, Strategic Thinking, Negotiation, Great Motivator, Integrity, Prospecting Skills, New Business Development, Strategic Partnerships, Motivated self-starter, Event Management, Endurance, Long Distance Running, Social Media, Marketing Strategy, Social Media Marketing, Leadership, Public Speaking
Education
State University of New York at Binghamton 2000 — 2004
BS, Financial Economics
Fashion Institute of Technology 2008 — 2010
AAS, Interior Design
IPAG - Ecole Supérieure de Commerce 2002 — 2002
Economics, Finance, French
'Self-Employed' April 2015 - Present
AOC Securities, LLC September 2013 - April 2015
Cantor Fitzgerald April 2011 - June 2013
Elevation LLC June 2010 - March 2011
Crilly Companies October 2008 - June 2010
crobar New York June 2003 - June 2007
Skills
Series 7, Series 63, Equities, Equity Derivatives, Hedge Funds, Trading, Options, Marketing, Event Planning, Management, Sales, Networking, Problem Solving, Strategic Thinking, Negotiation, Great Motivator, Integrity, Prospecting Skills, New Business Development, Strategic Partnerships, Motivated self-starter, Event Management, Endurance, Long Distance Running, Social Media, Marketing Strategy, Social Media Marketing, Leadership, Public Speaking
Education
State University of New York at Binghamton 2000 — 2004
BS, Financial Economics
Fashion Institute of Technology 2008 — 2010
AAS, Interior Design
IPAG - Ecole Supérieure de Commerce 2002 — 2002
Economics, Finance, French
Victor Mankovsky's Elevation LLC Experience 2010 - Present
Job Vp
Industry Financial Services
Experience
Elevation LLC 2010 - Present
Education
Penn State University
Elevation LLC 2010 - Present
Education
Penn State University
Dieter Lichtenstein's Elevation LLC Experience May 2014 - August 2014
Job Associate at Valcour Capital Management
Industry Investment Management
Experience
Valcour Capital Management May 2015 - Present
Hudson Partners March 2015 - April 2015
Source Capital Group September 2014 - January 2015
First Atlantic Federal Credit Union June 2014 - August 2014
Elevation LLC May 2014 - August 2014
Bridgeport Downtown Special Services District September 2013 - April 2014
New Jersey Department of Community Affairs June 2013 - August 2013
Vector Marketing December 2012 - January 2013
The Hoop Group May 2012 - August 2012
Skills
PowerPoint, Google Docs, Microsoft Excel, Teamwork, Social Media, Microsoft Word, QuickBooks, Outlook, Authorize.net, FileMaker, Research, Financial Analysis, Investments
Education
Fairfield University 2011 — 2015
Bachelor of Science (BS), Finance and Marketing
Christian Brothers Academy 2007 — 2011
High School
Valcour Capital Management May 2015 - Present
Hudson Partners March 2015 - April 2015
Source Capital Group September 2014 - January 2015
First Atlantic Federal Credit Union June 2014 - August 2014
Elevation LLC May 2014 - August 2014
Bridgeport Downtown Special Services District September 2013 - April 2014
New Jersey Department of Community Affairs June 2013 - August 2013
Vector Marketing December 2012 - January 2013
The Hoop Group May 2012 - August 2012
Skills
PowerPoint, Google Docs, Microsoft Excel, Teamwork, Social Media, Microsoft Word, QuickBooks, Outlook, Authorize.net, FileMaker, Research, Financial Analysis, Investments
Education
Fairfield University 2011 — 2015
Bachelor of Science (BS), Finance and Marketing
Christian Brothers Academy 2007 — 2011
High School
Wake Hamilton Wake Hamilton's Elevation LLC Experience May 2013 - August 2013
Job Analyst Acquisitions & Dispositions at Columbia Property Trust
Industry Real Estate
Experience
Columbia Property Trust August 2015 - Present
ACG Professionals May 2015 - August 2015
Wells Fargo - Real Estate Capital Markets May 2014 - August 2014
Elevation LLC May 2013 - August 2013
Variant Perception May 2013 - August 2013
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Financial Modeling, Argus Modeling, Commercial Real Estate, Real Estate Due...
Education
University of Virginia 2011 — 2015
Bachelor’s Degree, Economics / History
London School of Economics and Political Science 2012 — 2012
Marketing
Charlotte Country Day School 2007 — 2011
Columbia Property Trust August 2015 - Present
ACG Professionals May 2015 - August 2015
Wells Fargo - Real Estate Capital Markets May 2014 - August 2014
Elevation LLC May 2013 - August 2013
Variant Perception May 2013 - August 2013
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Financial Modeling, Argus Modeling, Commercial Real Estate, Real Estate Due...
Education
University of Virginia 2011 — 2015
Bachelor’s Degree, Economics / History
London School of Economics and Political Science 2012 — 2012
Marketing
Charlotte Country Day School 2007 — 2011
Adam Williams Adam Williams's Elevation LLC Experience November 2012 - August 2014
Job Currently incorporating a new sustainable assets fund
Industry Financial Services
Experience
Canaccord Genuity Group Inc. September 2014 - March 2015
Elevation LLC November 2012 - August 2014
Woodlawn Advisors June 2011 - November 2012
Jefferies July 2008 - September 2010
Merrill Lynch March 2003 - May 2008
Merrill Lynch August 2000 - February 2003
Merrill Lynch June 1999 - August 1999
Schlumberger June 1998 - August 1998
Skills
Equity Derivatives, Proprietary Trading, Volatility, Market Making, Derivatives, Options, Alternative Investments, Hedging, Equities, Hedge Funds, Fixed Income, Bloomberg, Portfolio Management, Trading, Credit Derivatives, Capital Markets, Securities, FX Options, Structured Products, Options Strategies, Electronic Trading, Equity Trading, Bonds, Swaps, Trading Systems, Valuation, Risk Management, Financial Risk, Investments, Asset Management, Investment Banking, Financial Modeling, Financial Markets, Series 7, Management
Education
Rice University 1996 — 2000
Bachelor of Arts, Economics
Alamo Heights High School 1992 — 1996
University of Melbourne
Canaccord Genuity Group Inc. September 2014 - March 2015
Elevation LLC November 2012 - August 2014
Woodlawn Advisors June 2011 - November 2012
Jefferies July 2008 - September 2010
Merrill Lynch March 2003 - May 2008
Merrill Lynch August 2000 - February 2003
Merrill Lynch June 1999 - August 1999
Schlumberger June 1998 - August 1998
Skills
Equity Derivatives, Proprietary Trading, Volatility, Market Making, Derivatives, Options, Alternative Investments, Hedging, Equities, Hedge Funds, Fixed Income, Bloomberg, Portfolio Management, Trading, Credit Derivatives, Capital Markets, Securities, FX Options, Structured Products, Options Strategies, Electronic Trading, Equity Trading, Bonds, Swaps, Trading Systems, Valuation, Risk Management, Financial Risk, Investments, Asset Management, Investment Banking, Financial Modeling, Financial Markets, Series 7, Management
Education
Rice University 1996 — 2000
Bachelor of Arts, Economics
Alamo Heights High School 1992 — 1996
University of Melbourne
Peter Jacobson Peter Jacobson's Elevation LLC Experience May 2013 - Present
Job Institutional Sales Trader at Elevation LLC
Industry Financial Services
Experience
Elevation LLC May 2013 - Present
Direct Access Partners December 2011 - May 2013
SOS International, Ltd. June 2011 - November 2011
Skills
Recruiting, Series 7, Bloomberg, Equities, Series 63, Equity Trading, Capital Markets, Electronic Trading, Financial Analysis, Securities, Analysis, Business Development, Risk Management, Equity Research, Asset Management, Series 55, Investments, Government Contracting, Mutual Funds, Management, Wealth Management, Derivatives, Valuation
Education
American University
B.A., Economics
Elevation LLC May 2013 - Present
Direct Access Partners December 2011 - May 2013
SOS International, Ltd. June 2011 - November 2011
Skills
Recruiting, Series 7, Bloomberg, Equities, Series 63, Equity Trading, Capital Markets, Electronic Trading, Financial Analysis, Securities, Analysis, Business Development, Risk Management, Equity Research, Asset Management, Series 55, Investments, Government Contracting, Mutual Funds, Management, Wealth Management, Derivatives, Valuation
Education
American University
B.A., Economics
Steve Halstead Steve Halstead's Elevation LLC Experience May 2010 - August 2010
Job Marketing Manager
Industry Entertainment
Experience
Paint Nite July 2015 - Present
Spartan Race, Inc. July 2014 - July 2015
Spartan Race, Inc. February 2013 - July 2014
Spartan Race (Peak Races) July 2011 - February 2013
Elevation LLC May 2010 - August 2010
Skills
Microsoft Office, Autodesk Software, Customer Service, Email Marketing, Research, Trading, Team Building, Coaching, Social Networking, Leadership, Microsoft Excel, Event Planning, Microsoft Word, Sales, PowerPoint
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science, General Engineering
Paint Nite July 2015 - Present
Spartan Race, Inc. July 2014 - July 2015
Spartan Race, Inc. February 2013 - July 2014
Spartan Race (Peak Races) July 2011 - February 2013
Elevation LLC May 2010 - August 2010
Skills
Microsoft Office, Autodesk Software, Customer Service, Email Marketing, Research, Trading, Team Building, Coaching, Social Networking, Leadership, Microsoft Excel, Event Planning, Microsoft Word, Sales, PowerPoint
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science, General Engineering
Charles Lucas Charles Lucas's Elevation LLC Experience January 2011 - Present
Job General Counsel and Chief Compliance Officer, Elevation LLC
Industry Financial Services
Experience
Elevation LLC January 2011 - Present
The McAulay Firm June 1996 - January 2011
Robinson, Bradshaw & Hinson August 1990 - June 1996
Skills
FINRA, Securities Regulation
Education
Duke Law School 1987 — 1990
J.D.
UNC Chapel Hill 1980 — 1984
BA, History
Woodberry Forest School 1976 — 1980
High School Diploma
Elevation LLC January 2011 - Present
The McAulay Firm June 1996 - January 2011
Robinson, Bradshaw & Hinson August 1990 - June 1996
Skills
FINRA, Securities Regulation
Education
Duke Law School 1987 — 1990
J.D.
UNC Chapel Hill 1980 — 1984
BA, History
Woodberry Forest School 1976 — 1980
High School Diploma
Tania Mapes Tania Mapes's Elevation LLC Experience 2010 - December 2012
Job HR / Higher Education Administration at The Duke Endowment
Industry Philanthropy
Experience
The Duke Endowment January 2013 - Present
Elevation LLC 2010 - December 2012
Conservative Party 2008 - 2009
Goldman Sachs January 2006 - October 2008
Skills
PHR
Education
Downe House, UK
The University of Edinburgh
MA English Literature
The Duke Endowment January 2013 - Present
Elevation LLC 2010 - December 2012
Conservative Party 2008 - 2009
Goldman Sachs January 2006 - October 2008
Skills
PHR
Education
Downe House, UK
The University of Edinburgh
MA English Literature
Jean Prentice Manning's Elevation LLC Experience 2009 - 2011
Job MBA Candidate Class of 2017, McCombs School of Business
Industry Marketing and Advertising
Experience
Casa Dragones Tequila April 2011 - June 2015
Elevation LLC 2009 - 2011
RBC 2007 - 2009
Skills
Brand Management, Market Planning, Event Management, Alcoholic Beverages, Customer Insight, Marketing Communications, Social Media, Beverage Industry, Key Account Development, Distributors, FMCG, Media Relations, Agency Relationship..., Public Relations, Press Releases, Press Relations, Marketing Budget..., Strategic Partnerships, Digital Marketing, Branding & Identity, Managing Agency..., Investor Relations, Client Relations, Project Management, Food & Beverage, Advertising, Marketing Strategy, Marketing, Social Media Marketing
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts (B.A.), Communications
Charlotte Country Day School
Episcopal High School
Casa Dragones Tequila April 2011 - June 2015
Elevation LLC 2009 - 2011
RBC 2007 - 2009
Skills
Brand Management, Market Planning, Event Management, Alcoholic Beverages, Customer Insight, Marketing Communications, Social Media, Beverage Industry, Key Account Development, Distributors, FMCG, Media Relations, Agency Relationship..., Public Relations, Press Releases, Press Relations, Marketing Budget..., Strategic Partnerships, Digital Marketing, Branding & Identity, Managing Agency..., Investor Relations, Client Relations, Project Management, Food & Beverage, Advertising, Marketing Strategy, Marketing, Social Media Marketing
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts (B.A.), Communications
Charlotte Country Day School
Episcopal High School
Brian Ferguson Brian Ferguson's Elevation LLC Experience 2010 - 2012
Job Equity Trader/PM Institutional Sales
Industry Financial Services
Experience
FactSet July 2014 - 2015
Ladenburg Thalmann February 2012 - November 2013
Elevation LLC 2010 - 2012
WJB Capital Group, Inc. 2008 - 2010
RBC 2006 - 2007
Skills
Equities, Portfolio Management, Trading, Hedge Funds, Equity Trading, Strategy, Investments, Mutual Funds, Management, Series 63, Securities, Series 7, Options, Bloomberg, FINRA, Capital Markets, Asset Management, Risk Arbitrage, Special Situations...
Education
Marist College 1986 — 1989
Bachelor of Arts (B.A.), Communication and Media Studies
St John the Baptist 1982 — 1985
High School
FactSet July 2014 - 2015
Ladenburg Thalmann February 2012 - November 2013
Elevation LLC 2010 - 2012
WJB Capital Group, Inc. 2008 - 2010
RBC 2006 - 2007
Skills
Equities, Portfolio Management, Trading, Hedge Funds, Equity Trading, Strategy, Investments, Mutual Funds, Management, Series 63, Securities, Series 7, Options, Bloomberg, FINRA, Capital Markets, Asset Management, Risk Arbitrage, Special Situations...
Education
Marist College 1986 — 1989
Bachelor of Arts (B.A.), Communication and Media Studies
St John the Baptist 1982 — 1985
High School
Ira Gorsky Ira Gorsky's Elevation LLC Experience July 2015 - Present
Job Event Driven Strategist at Elevation LLC
Industry Investment Management
Experience
Elevation LLC July 2015 - Present
First Eagle Investment Management February 2008 - June 2015
CIBC 1999 - 2008
Santander Bank, N.A. 1997 - 1999
Nomura Securities 1995 - 1997
Skills
Financial Modeling, Risk Arbitrage, Spin-offs, Investment Valuation, Special Situations, Alternative Investments, Subscription Receipts, Antitrust Economics, Equities, Portfolio Management, Valuation, Hedge Funds
Education
State University of New York at Albany
Bachelor's Degree, Accounting
Elevation LLC July 2015 - Present
First Eagle Investment Management February 2008 - June 2015
CIBC 1999 - 2008
Santander Bank, N.A. 1997 - 1999
Nomura Securities 1995 - 1997
Skills
Financial Modeling, Risk Arbitrage, Spin-offs, Investment Valuation, Special Situations, Alternative Investments, Subscription Receipts, Antitrust Economics, Equities, Portfolio Management, Valuation, Hedge Funds
Education
State University of New York at Albany
Bachelor's Degree, Accounting
David Wienke David Wienke's Elevation LLC Experience September 2010 - August 2011
Job Principal at Tighten The Core, Inc
Industry Financial Services
Experience
Tighten The Core, Inc January 2013 - Present
Macquarie Group December 2013 - February 2015
Triquetra Resources, Ltd August 2011 - November 2013
Elevation LLC September 2010 - August 2011
Prudential Bache Securities February 2010 - September 2010
MF Global April 2007 - February 2010
Advantage Futures 2006 - 2007
Mizuho Securities USA Inc. 2000 - 2003
Carr Futures 1990 - 1999
Kidder Peabody 1985 - 1991
Skills
Technical Analysis, Trading Ideas, Commodities, Trading, Fixed Income, Currency, Equities, Hedge Funds, Commodity, Options, Electronic Trading, Emerging Markets, Financial Services, Securities, Portfolio Management, Hedging, Financial Markets, Alternative Investments, FX trading, Mutual Funds, Equity Trading, Risk Management, Series 63, Asset Management, FX Options, Derivatives, Market Making, Commodity Markets, Bonds, Trading Strategies, Investments, Series 7, Proprietary Trading, Prime Brokerage, FINRA, Investment Banking, Trading Systems, Investment Strategies, Equity Derivatives, ETFs, Bloomberg, Capital Markets, Equity Research, Institutional..., Investment Management, Series 24, Options Strategies, Investment Advisory, Swaps, Asset Allocation
Education
University of Rhode Island 1981 — 1984
BS, Economics
Joliet Junior College 1980 — 1981
Football
Tighten The Core, Inc January 2013 - Present
Macquarie Group December 2013 - February 2015
Triquetra Resources, Ltd August 2011 - November 2013
Elevation LLC September 2010 - August 2011
Prudential Bache Securities February 2010 - September 2010
MF Global April 2007 - February 2010
Advantage Futures 2006 - 2007
Mizuho Securities USA Inc. 2000 - 2003
Carr Futures 1990 - 1999
Kidder Peabody 1985 - 1991
Skills
Technical Analysis, Trading Ideas, Commodities, Trading, Fixed Income, Currency, Equities, Hedge Funds, Commodity, Options, Electronic Trading, Emerging Markets, Financial Services, Securities, Portfolio Management, Hedging, Financial Markets, Alternative Investments, FX trading, Mutual Funds, Equity Trading, Risk Management, Series 63, Asset Management, FX Options, Derivatives, Market Making, Commodity Markets, Bonds, Trading Strategies, Investments, Series 7, Proprietary Trading, Prime Brokerage, FINRA, Investment Banking, Trading Systems, Investment Strategies, Equity Derivatives, ETFs, Bloomberg, Capital Markets, Equity Research, Institutional..., Investment Management, Series 24, Options Strategies, Investment Advisory, Swaps, Asset Allocation
Education
University of Rhode Island 1981 — 1984
BS, Economics
Joliet Junior College 1980 — 1981
Football
Tucker Rockecharlie Tucker Rockecharlie's Elevation LLC Experience August 2011 - Present
Job Graduate of the University of North Carolina at Chapel Hill
Industry Accounting
Experience
Elevation LLC August 2011 - Present
Charlotte magazine May 2009 - August 2009
Camp Thunderbird June 2005 - August 2008
Skills
Quickbooks, Excel, Microsoft Excel, Microsoft Word, Accounting, Auditing, Financial Analysis, Financial Reporting, Microsoft Office, Financial Accounting, QuickBooks, General Ledger, US GAAP, CPA, Finance, Internal Controls, SEC filings, GAAP, Financial Modeling, Tax, Financial Statements, Corporate Tax, Cost Accounting, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2011
MS, Accounting
University of North Carolina at Chapel Hill 2006 — 2010
BA, Communication Studies
Elevation LLC August 2011 - Present
Charlotte magazine May 2009 - August 2009
Camp Thunderbird June 2005 - August 2008
Skills
Quickbooks, Excel, Microsoft Excel, Microsoft Word, Accounting, Auditing, Financial Analysis, Financial Reporting, Microsoft Office, Financial Accounting, QuickBooks, General Ledger, US GAAP, CPA, Finance, Internal Controls, SEC filings, GAAP, Financial Modeling, Tax, Financial Statements, Corporate Tax, Cost Accounting, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2011
MS, Accounting
University of North Carolina at Chapel Hill 2006 — 2010
BA, Communication Studies
Andy Hitt's Elevation LLC Experience October 2010 - March 2011
Job Currency Management and Trading Back Office Operations, Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial December 2012 - Present
tradeMONSTER August 2012 - December 2012
tradeMONSTER February 2011 - August 2012
Elevation, LLC October 2010 - March 2011
Gar Wood Securities January 2010 - September 2010
Terra Nova Financial May 2009 - December 2009
Terra Nova Financial September 2007 - May 2009
Terra Nova Financial August 2006 - September 2007
Vail Resorts January 2006 - May 2006
ANDERSON LANGUAGE & TECHNOLOGY CTR August 2002 - December 2005
Skills
Investments, Trading, Equities, Securities, Series 7, Financial Analysis, Management, Financial Services, Options, Portfolio Management
Education
University of Colorado at Boulder 2001 — 2005
B.A. Communication, Business Minor
Mesirow Financial December 2012 - Present
tradeMONSTER August 2012 - December 2012
tradeMONSTER February 2011 - August 2012
Elevation, LLC October 2010 - March 2011
Gar Wood Securities January 2010 - September 2010
Terra Nova Financial May 2009 - December 2009
Terra Nova Financial September 2007 - May 2009
Terra Nova Financial August 2006 - September 2007
Vail Resorts January 2006 - May 2006
ANDERSON LANGUAGE & TECHNOLOGY CTR August 2002 - December 2005
Skills
Investments, Trading, Equities, Securities, Series 7, Financial Analysis, Management, Financial Services, Options, Portfolio Management
Education
University of Colorado at Boulder 2001 — 2005
B.A. Communication, Business Minor
Daniel Breeden's Elevation LLC Experience May 2013 - August 2013
Job Investment Analyst at Greystar
Industry Real Estate
Experience
Greystar May 2015 - Present
Collett August 2014 - May 2015
Variant Perception May 2013 - August 2013
Elevation LLC May 2013 - August 2013
WestEnd Advisors, LLC May 2012 - August 2012
Skills
Sales, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Research, Marketing, Social Networking, Customer Service, Market Research, Facebook, Data Analysis, Event Planning
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science in Business Administration, Graduated
Greystar May 2015 - Present
Collett August 2014 - May 2015
Variant Perception May 2013 - August 2013
Elevation LLC May 2013 - August 2013
WestEnd Advisors, LLC May 2012 - August 2012
Skills
Sales, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Research, Marketing, Social Networking, Customer Service, Market Research, Facebook, Data Analysis, Event Planning
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science in Business Administration, Graduated
Stephen Lipton Stephen Lipton's Elevation LLC Experience June 2013 - July 2013
Job Student at Lafayette College
Industry
Experience
Three Court, LP January 2015 - January 2015
Riverstone Holdings June 2014 - July 2014
Elevation LLC June 2013 - July 2013
First New York Securities July 2012 - July 2012
Skills
Public Speaking, Microsoft Excel
Education
Lafayette College 2013 — 2017
Bachelor's Degree, Economics (BA), Sophomore
Northfield Mount Hermon School 2012 — 2013
High School
Horace Mann School 2008 — 2012
High School
Three Court, LP January 2015 - January 2015
Riverstone Holdings June 2014 - July 2014
Elevation LLC June 2013 - July 2013
First New York Securities July 2012 - July 2012
Skills
Public Speaking, Microsoft Excel
Education
Lafayette College 2013 — 2017
Bachelor's Degree, Economics (BA), Sophomore
Northfield Mount Hermon School 2012 — 2013
High School
Horace Mann School 2008 — 2012
High School
Jay Stevens Jay Stevens's Elevation LLC Experience January 2010 - March 2010
Job Trader Listed Derivatives at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities August 2015 - Present
Credit Suisse October 2013 - Present
Credit Suisse First Boston March 2010 - October 2013
Elevation LLC January 2010 - March 2010
Blackbird Holdings, Inc May 2008 - August 2008
Skills
Derivatives, Series 7, Back Office, FX Options, Equity Derivatives, Series 63, Prime Brokerage, Fixed Income, Options, Bloomberg, Wall Street, Microsoft Excel, GMI
Education
North Carolina State University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Wells Fargo Securities August 2015 - Present
Credit Suisse October 2013 - Present
Credit Suisse First Boston March 2010 - October 2013
Elevation LLC January 2010 - March 2010
Blackbird Holdings, Inc May 2008 - August 2008
Skills
Derivatives, Series 7, Back Office, FX Options, Equity Derivatives, Series 63, Prime Brokerage, Fixed Income, Options, Bloomberg, Wall Street, Microsoft Excel, GMI
Education
North Carolina State University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Steve Sweeney, CFA Steve Sweeney, CFA's Elevation LLC Experience September 2013 - Present
Job Senior TMT Strategist/Special Situations & Event Group at Elevation LLC
Industry Research
Experience
Elevation LLC September 2013 - Present
Pivotal Research Group May 2012 - March 2013
CITI PRINCIPAL STRATEGIES January 2007 - September 2011
Sandell Asset Management 2005 - 2006
Jefferies & Company 2003 - 2005
DRESDNER KLEINWORT WASSERSTEIN January 1999 - January 2002
TD SECURITIES USA January 1998 - January 1999
Donaldson Lufkin Jenrette January 1997 - January 1998
Skills
Equity Research, Distressed Debt, Buy-side, High Yield, Media and Telecom, CFA, Portfolio Management, Hedge Funds, Fixed Income, Chartered Financial..., Leveraged Finance, Financial Modeling, Equities, Capital Markets, Investments, Investment Banking
Education
Georgetown University 1991 — 1995
BS, Finance
garden city high school
Elevation LLC September 2013 - Present
Pivotal Research Group May 2012 - March 2013
CITI PRINCIPAL STRATEGIES January 2007 - September 2011
Sandell Asset Management 2005 - 2006
Jefferies & Company 2003 - 2005
DRESDNER KLEINWORT WASSERSTEIN January 1999 - January 2002
TD SECURITIES USA January 1998 - January 1999
Donaldson Lufkin Jenrette January 1997 - January 1998
Skills
Equity Research, Distressed Debt, Buy-side, High Yield, Media and Telecom, CFA, Portfolio Management, Hedge Funds, Fixed Income, Chartered Financial..., Leveraged Finance, Financial Modeling, Equities, Capital Markets, Investments, Investment Banking
Education
Georgetown University 1991 — 1995
BS, Finance
garden city high school
Gordon McAlister Gordon McAlister's Elevation LLC Experience June 2015 - August 2015
Job Student at Washington and Lee University
Industry
Experience
Elevation LLC June 2015 - August 2015
A Bar A Ranch May 2014 - September 2014
Skills
Microsoft Suites
Education
Washington and Lee University 2013 — 2017
Business Administration and Management, General
The London School of Economics and Political Science (LSE)
Woodberry Forest School 2009 — 2013
University of Oxford
Elevation LLC June 2015 - August 2015
A Bar A Ranch May 2014 - September 2014
Skills
Microsoft Suites
Education
Washington and Lee University 2013 — 2017
Business Administration and Management, General
The London School of Economics and Political Science (LSE)
Woodberry Forest School 2009 — 2013
University of Oxford
Stephen Gluck's Elevation LLC Experience April 2010 - December 2011
Job Sales and Trading at Tejas Securities
Industry Financial Services
Experience
Vertical Group . May 2013 - Present
Elevation LLC April 2010 - December 2011
Ledgemont Capital Markets June 2004 - June 2010
Monness, Crespi, Hardt March 1991 - March 2004
Greene Street Partners June 1994 - January 2004
Skills
Equities, Hedge Funds, Investments, Investment Banking, Trading, Capital Markets, Private Equity, Due Diligence, Securities, Valuation, Alternative Investments, Fixed Income, Mergers & Acquisitions, Financial Modeling, Equity Research, Portfolio Management, Venture Capital, Asset Management, Financial Markets
Education
University of California, Berkeley 1976 — 1979
Bachelor of Arts, Latin American Studies
wilton senior high school
Vertical Group . May 2013 - Present
Elevation LLC April 2010 - December 2011
Ledgemont Capital Markets June 2004 - June 2010
Monness, Crespi, Hardt March 1991 - March 2004
Greene Street Partners June 1994 - January 2004
Skills
Equities, Hedge Funds, Investments, Investment Banking, Trading, Capital Markets, Private Equity, Due Diligence, Securities, Valuation, Alternative Investments, Fixed Income, Mergers & Acquisitions, Financial Modeling, Equity Research, Portfolio Management, Venture Capital, Asset Management, Financial Markets
Education
University of California, Berkeley 1976 — 1979
Bachelor of Arts, Latin American Studies
wilton senior high school
Brent Gist's Elevation LLC Experience January 2011 - Present
Job Sales Trader at Elevation LLC
Industry Financial Services
Experience
Elevation LLC January 2011 - Present
Hansar Capital Management, LLC April 2009 - August 2010
GFI Group June 2008 - August 2008
UBS June 2007 - August 2007
Legg Mason June 2003 - January 2005
Education
Towson University 2008 — 2008
Economics
University of Maryland College Park 2005 — 2007
Elevation LLC January 2011 - Present
Hansar Capital Management, LLC April 2009 - August 2010
GFI Group June 2008 - August 2008
UBS June 2007 - August 2007
Legg Mason June 2003 - January 2005
Education
Towson University 2008 — 2008
Economics
University of Maryland College Park 2005 — 2007
Jillian Demmerle's Elevation LLC Experience January 2014 - Present
Job Institutional Sales and Trading at Elevation LLC
Industry Financial Services
Experience
Elevation LLC January 2014 - Present
Tiedemann Investment Group May 2013 - December 2013
Albourne Partners September 2012 - April 2013
Kingdon Capital May 2010 - October 2012
William Morris Agency January 2007 - January 2008
Skills
Excel, Investments, Research, Social Media, Bloomberg, Outlook Express, Microsoft Excel, Fixed Income, Hedge Funds, Financial Modeling, Equities, Alternative Investments, Financial Analysis, Emerging Markets, Valuation, Private Equity, Derivatives, Asset Management, Capital Markets, Portfolio Management, Asset Allocation, Investment Banking
Education
University of Southern California 2004 — 2006
B.A., Comparative Literature
Colgate University 2002 — 2004
BA
Elevation LLC January 2014 - Present
Tiedemann Investment Group May 2013 - December 2013
Albourne Partners September 2012 - April 2013
Kingdon Capital May 2010 - October 2012
William Morris Agency January 2007 - January 2008
Skills
Excel, Investments, Research, Social Media, Bloomberg, Outlook Express, Microsoft Excel, Fixed Income, Hedge Funds, Financial Modeling, Equities, Alternative Investments, Financial Analysis, Emerging Markets, Valuation, Private Equity, Derivatives, Asset Management, Capital Markets, Portfolio Management, Asset Allocation, Investment Banking
Education
University of Southern California 2004 — 2006
B.A., Comparative Literature
Colgate University 2002 — 2004
BA
Bill Cunliffe's Elevation LLC Experience October 2006 - Present
Job COO at VP Research
Industry Financial Services
Experience
Variant Perception Research January 2008 - Present
Elevation LLC October 2006 - Present
Skills
Software Development, System Design, Java, Marketing Strategy, Financial Modeling, Business Modeling, Analysis, Product Development, HTML, Research, Business Strategy, Matlab, Microsoft Excel, Start-ups, Entrepreneurship, Product Management, Systems Thinking, Strategic Thinking, Negotiation, Software Modeling, Software Engineering, R, VBA, SQL, Excel, Database Design, System Architecture, Model Driven Development, Optimization, Python, MapReduce, Data Science, Business Development, Integration, Tableau, Hedge Funds, Analytics, Strategy, Process Improvement, Management, Strategic Planning, Program Management, Finance
Education
University of Cambridge 2002 — 2003
Master of Engineering (MEng), Engineering Science, Distinction
Massachusetts Institute of Technology 2001 — 2002
BA, Aerospace Engineering
University of Cambridge 1999 — 2002
BA, Engineering Science, First Class Honors
Coursera.org
Introduction to Data Science (University of Washington), Data Science, Distinction
Variant Perception Research January 2008 - Present
Elevation LLC October 2006 - Present
Skills
Software Development, System Design, Java, Marketing Strategy, Financial Modeling, Business Modeling, Analysis, Product Development, HTML, Research, Business Strategy, Matlab, Microsoft Excel, Start-ups, Entrepreneurship, Product Management, Systems Thinking, Strategic Thinking, Negotiation, Software Modeling, Software Engineering, R, VBA, SQL, Excel, Database Design, System Architecture, Model Driven Development, Optimization, Python, MapReduce, Data Science, Business Development, Integration, Tableau, Hedge Funds, Analytics, Strategy, Process Improvement, Management, Strategic Planning, Program Management, Finance
Education
University of Cambridge 2002 — 2003
Master of Engineering (MEng), Engineering Science, Distinction
Massachusetts Institute of Technology 2001 — 2002
BA, Aerospace Engineering
University of Cambridge 1999 — 2002
BA, Engineering Science, First Class Honors
Coursera.org
Introduction to Data Science (University of Washington), Data Science, Distinction
Jonathan Kornblatt's Elevation LLC Experience June 2008 - Present
Job Chartered Market Technician
Industry Financial Services
Experience
Elevation LLC June 2008 - Present
Education
University of Virginia School of Law 1987 — 1990
J.D.
University at Albany, SUNY 1983 — 1987
B.A., Political Science
Elevation LLC June 2008 - Present
Education
University of Virginia School of Law 1987 — 1990
J.D.
University at Albany, SUNY 1983 — 1987
B.A., Political Science
Chris Fargnoli's Elevation LLC Experience January 2010 - Present
Job Managing Director Sales Trader at Elevation LLC
Industry Financial Services
Experience
Elevation LLC January 2010 - Present
GFI Group March 2006 - December 2009
Bank of New York Mellon September 2002 - March 2005
Education
Gettysburg College 1998 — 2002
Business Management
Madison High School 1995 — 1998
Elevation LLC January 2010 - Present
GFI Group March 2006 - December 2009
Bank of New York Mellon September 2002 - March 2005
Education
Gettysburg College 1998 — 2002
Business Management
Madison High School 1995 — 1998
Monica Mulvihill's Elevation LLC Experience December 2010 - September 2011
Job Vice President at ED&F MAN Capital Markets Ltd
Industry Financial Services
Experience
ED&F MAN Capital Markets Ltd June 2014 - Present
INTL FCStone Inc. October 2011 - May 2014
Elevation LLC December 2010 - September 2011
Retirement Solution Advisors January 2010 - November 2010
Mizuho Securities USA Inc. May 2002 - April 2009
Barclays Capital February 2001 - May 2002
TUDOR INVESTMENT CORPORATION January 1995 - February 2001
Education
University of Illinois at Urbana-Champaign 1979 — 1983
BA, Economics
ED&F MAN Capital Markets Ltd June 2014 - Present
INTL FCStone Inc. October 2011 - May 2014
Elevation LLC December 2010 - September 2011
Retirement Solution Advisors January 2010 - November 2010
Mizuho Securities USA Inc. May 2002 - April 2009
Barclays Capital February 2001 - May 2002
TUDOR INVESTMENT CORPORATION January 1995 - February 2001
Education
University of Illinois at Urbana-Champaign 1979 — 1983
BA, Economics
Henry Romano's Elevation LLC Experience December 2009 - October 2010
Job Account Executive at Experian Business Information Services
Industry Financial Services
Experience
Experian October 2013 - Present
TRM Asset Management May 2012 - Present
X-Change Financial Access October 2010 - May 2012
Elevation llc December 2009 - October 2010
FP Brokerage July 2005 - December 2009
Ronin Capital December 2001 - July 2005
Various health clubs March 1996 - January 2001
Skills
Options, Trading, Derivatives, Electronic Trading, Sales, Trading Systems, Portfolio Management, Financial Services, Commodity, Fixed Income, Mutual Funds, Proprietary Trading, Account Management, Business Networking, Market Research, Outside Sales, inside sales, B2B Marketing Strategy, Trade Show Presentations, Salesforce.com, Siebel 7.x, Business Development, CRM, Financial Markets, Risk Management
Education
University of Illinois at Chicago 1997 — 2001
BS, Physiology
The Roycemore School 1995 — 1997
Highschool
Loyola Academy 1993 — 1995
High school
Experian October 2013 - Present
TRM Asset Management May 2012 - Present
X-Change Financial Access October 2010 - May 2012
Elevation llc December 2009 - October 2010
FP Brokerage July 2005 - December 2009
Ronin Capital December 2001 - July 2005
Various health clubs March 1996 - January 2001
Skills
Options, Trading, Derivatives, Electronic Trading, Sales, Trading Systems, Portfolio Management, Financial Services, Commodity, Fixed Income, Mutual Funds, Proprietary Trading, Account Management, Business Networking, Market Research, Outside Sales, inside sales, B2B Marketing Strategy, Trade Show Presentations, Salesforce.com, Siebel 7.x, Business Development, CRM, Financial Markets, Risk Management
Education
University of Illinois at Chicago 1997 — 2001
BS, Physiology
The Roycemore School 1995 — 1997
Highschool
Loyola Academy 1993 — 1995
High school
Andre Antunes's Elevation LLC Experience August 2011 - April 2013
Job ADP A more human resource.
Industry Outsourcing/Offshoring
Experience
ADP June 2013 - Present
Elevation LLC August 2011 - April 2013
Tradition - Icap July 2010 - July 2011
Tradition - Icap January 2007 - June 2010
Skills
Payroll Services, HRIS, Sales, ADP Payroll, Talent Management, Time Management, Benefits Administration, Cold Calling, Workforce Management, Employee Benefits, Affordable Care Act, ADP HRB, Performance Management, ADP E-Time, Good knowledge of..., Options, Financial Services, Strong communication..., Derivatives, Close Attention to..., Hard working, Bloomberg, Outstanding..., Outstanding time..., Outstanding people..., Equities, FX Options, Financial Markets, Reuters 3000, Investment Banking, Leadership, Recruiting, Human Resources
Education
Kingston University 2003 — 2006
BABM, Business Management
St. Dominic's International School of Lisbon 2001 — 2003
IB, International Baccaleaureate
American School 2000 — 2003
High School, St Dominicis International School of Lisbon
ADP June 2013 - Present
Elevation LLC August 2011 - April 2013
Tradition - Icap July 2010 - July 2011
Tradition - Icap January 2007 - June 2010
Skills
Payroll Services, HRIS, Sales, ADP Payroll, Talent Management, Time Management, Benefits Administration, Cold Calling, Workforce Management, Employee Benefits, Affordable Care Act, ADP HRB, Performance Management, ADP E-Time, Good knowledge of..., Options, Financial Services, Strong communication..., Derivatives, Close Attention to..., Hard working, Bloomberg, Outstanding..., Outstanding time..., Outstanding people..., Equities, FX Options, Financial Markets, Reuters 3000, Investment Banking, Leadership, Recruiting, Human Resources
Education
Kingston University 2003 — 2006
BABM, Business Management
St. Dominic's International School of Lisbon 2001 — 2003
IB, International Baccaleaureate
American School 2000 — 2003
High School, St Dominicis International School of Lisbon
James DiLeva's Elevation LLC Experience August 2014 - Present
Job Event Driven Strategies & Derivative Sales at Elevation LLC
Industry Financial Services
Experience
Elevation LLC August 2014 - Present
The Cowen Group September 2011 - June 2014
RBC Capital Markets April 2008 - September 2011
CIBC World Mkts June 1997 - April 2008
LJR 1996 - 1998
Rebublic New York Securities 1992 - 1995
Skills
Equities, Options, Derivatives, Trading, Arbitrage, Hedge Funds, Equity Derivatives, Equity Trading, Trading Systems, Bloomberg, Alternative Investments, Asset Management
Education
Baruch College
Economics/Finance
Xaverian High School
Elevation LLC August 2014 - Present
The Cowen Group September 2011 - June 2014
RBC Capital Markets April 2008 - September 2011
CIBC World Mkts June 1997 - April 2008
LJR 1996 - 1998
Rebublic New York Securities 1992 - 1995
Skills
Equities, Options, Derivatives, Trading, Arbitrage, Hedge Funds, Equity Derivatives, Equity Trading, Trading Systems, Bloomberg, Alternative Investments, Asset Management
Education
Baruch College
Economics/Finance
Xaverian High School
Lucas VanderKamp's Elevation LLC Experience
Job Sales Trader at Elevation LLC
Industry Financial Services
Experience
Elevation LLC
Skills
Series 63, Series 7
Education
Susquehanna University
MBA, Business Mgmt, Finance
Elevation LLC
Skills
Series 63, Series 7
Education
Susquehanna University
MBA, Business Mgmt, Finance
Chris Fontas's Elevation LLC Experience January 2011 - January 2012
Job Equity Capital Markets Associate at Stifel
Industry Capital Markets
Experience
Stifel Financial Corp. January 2014 - Present
Stifel Financial Corp. January 2012 - December 2013
Elevation LLC January 2011 - January 2012
GFI Group June 2008 - January 2011
Skills
Sales, Trading, Equity Trading, Equity Capital Markets, Equities, Business Strategy, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Microsoft Excel, PowerPoint, Project Management, Business Development, Valuation, Account Management, Financial Structuring
Education
Cornell University
Applied Economics and Management, Communication
Cushing Academy
Stifel Financial Corp. January 2014 - Present
Stifel Financial Corp. January 2012 - December 2013
Elevation LLC January 2011 - January 2012
GFI Group June 2008 - January 2011
Skills
Sales, Trading, Equity Trading, Equity Capital Markets, Equities, Business Strategy, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Microsoft Excel, PowerPoint, Project Management, Business Development, Valuation, Account Management, Financial Structuring
Education
Cornell University
Applied Economics and Management, Communication
Cushing Academy
Darren Croce's Elevation LLC Experience May 2013 - Present
Job Branch Manager, Sales Trader at Elevation LLC
Industry Financial Services
Experience
Elevation LLC May 2013 - Present
Direct Access Partners December 2011 - May 2013
BNY ConvergEx April 2009 - December 2011
Sterne Agee April 2008 - March 2009
Jesup & Lamont August 2006 - February 2008
JB Oxford - National Clearing Corp November 2001 - November 2004
Gruntal & Co. January 1999 - October 2001
Skills
Series 7, Series 63, Series 55, Series 24, Electronic Trading, Securities, FINRA, Equity Trading, Trading, Hedge Funds, Financial Markets, Equities, Options, Trading Systems, Capital Markets, Investments
Education
University of Delaware 1993 — 1997
BS
Elevation LLC May 2013 - Present
Direct Access Partners December 2011 - May 2013
BNY ConvergEx April 2009 - December 2011
Sterne Agee April 2008 - March 2009
Jesup & Lamont August 2006 - February 2008
JB Oxford - National Clearing Corp November 2001 - November 2004
Gruntal & Co. January 1999 - October 2001
Skills
Series 7, Series 63, Series 55, Series 24, Electronic Trading, Securities, FINRA, Equity Trading, Trading, Hedge Funds, Financial Markets, Equities, Options, Trading Systems, Capital Markets, Investments
Education
University of Delaware 1993 — 1997
BS
Joseph Santanelli's Elevation LLC Experience November 2012 - Present
Job Managing Principal, Equity Derivatives, Elevation LLC
Industry Financial Services
Experience
Elevation LLC November 2012 - Present
Meridian Equity Partners June 2011 - May 2012
Brookview Capital January 2006 - June 2011
Skills
FINRA, Trading, Capital Markets, Volatility, Investments, Prime Brokerage, Trading Systems, Bloomberg, Proprietary Trading, Risk Management, Series 7, Series 63, Series 4, Options Principal, Salestrading Management
Education
Fordham University 1985 — 1990
Bachelor's degree, Economics
Bishop Ford Central Catholic High School 1981 — 1985
general academic
Elevation LLC November 2012 - Present
Meridian Equity Partners June 2011 - May 2012
Brookview Capital January 2006 - June 2011
Skills
FINRA, Trading, Capital Markets, Volatility, Investments, Prime Brokerage, Trading Systems, Bloomberg, Proprietary Trading, Risk Management, Series 7, Series 63, Series 4, Options Principal, Salestrading Management
Education
Fordham University 1985 — 1990
Bachelor's degree, Economics
Bishop Ford Central Catholic High School 1981 — 1985
general academic
Colleen Dean's Elevation LLC Experience June 2013 - August 2013
Job Student at The College of New Jersey
Industry Financial Services
Experience
Elevation LLC June 2013 - August 2013
Amanda's Hallmark January 2012 - August 2012
Education
The College of New Jersey 2012 — 2016
Bachelor of Science (BS), Finance, General
Elevation LLC June 2013 - August 2013
Amanda's Hallmark January 2012 - August 2012
Education
The College of New Jersey 2012 — 2016
Bachelor of Science (BS), Finance, General