GunnAllen Financial
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GunnAllen Financial Employees
Employee
Years
Job
Industry
Cary Cheung Cary Cheung's GunnAllen Financial Experience September 1998 - January 2000
Job Regional Vice President at Incapital LLC.
Industry Financial Services
Experience
Incapital January 2015 - Present
Annuity Marketing Services June 2014 - January 2015
CD Funding Group May 2013 - June 2014
Cathay Bank May 2011 - May 2013
Cetera Investment Services May 2011 - May 2013
Doc Popcorn November 2009 - May 2013
WaMu Investments Inc. January 2005 - June 2009
LPL February 2006 - August 2006
ING Advisors Network November 2000 - January 2005
GunnAllen Financial September 1998 - January 2000
Skills
Investments, Securities, Series 7, Mutual Funds, Series 63, Risk Management, Equities, Banking, Portfolio Management, Financial Services, Asset Management, Wealth Management, Strategic Financial..., Financial Analysis, Retail, Finance, Relationship Management, Retirement Planning, Investment Advisory, Fixed Income, Trading, Fixed Annuities, Alternative Investments, FINRA, Options, Series 24, Small Business, Series 65, Investment Management, Business Planning
Education
University of Phoenix
BS, Business Management
Rowland High School
Incapital January 2015 - Present
Annuity Marketing Services June 2014 - January 2015
CD Funding Group May 2013 - June 2014
Cathay Bank May 2011 - May 2013
Cetera Investment Services May 2011 - May 2013
Doc Popcorn November 2009 - May 2013
WaMu Investments Inc. January 2005 - June 2009
LPL February 2006 - August 2006
ING Advisors Network November 2000 - January 2005
GunnAllen Financial September 1998 - January 2000
Skills
Investments, Securities, Series 7, Mutual Funds, Series 63, Risk Management, Equities, Banking, Portfolio Management, Financial Services, Asset Management, Wealth Management, Strategic Financial..., Financial Analysis, Retail, Finance, Relationship Management, Retirement Planning, Investment Advisory, Fixed Income, Trading, Fixed Annuities, Alternative Investments, FINRA, Options, Series 24, Small Business, Series 65, Investment Management, Business Planning
Education
University of Phoenix
BS, Business Management
Rowland High School
Danielle Salerno Danielle Salerno's GunnAllen Financial Experience January 2007 - December 2009
Job Financial Services Professional
Industry Financial Services
Experience
National Securities 2010 - 2014
MetLife January 2010 - December 2010
GunnAllen Financial January 2007 - December 2009
Skills
Finance, Investments, Portfolio Management, Analysis, Trading, Sales, Executive Management, Accounting, Wealth, Insurance
Education
University of Kentucky 2003 — 2007
Bachelor's Degree, Finance, Graduate
National Securities 2010 - 2014
MetLife January 2010 - December 2010
GunnAllen Financial January 2007 - December 2009
Skills
Finance, Investments, Portfolio Management, Analysis, Trading, Sales, Executive Management, Accounting, Wealth, Insurance
Education
University of Kentucky 2003 — 2007
Bachelor's Degree, Finance, Graduate
Erica Nelson Erica Nelson's GunnAllen Financial Experience August 2004 - February 2007
Job Leasing Agent at RMC Property Group
Industry Real Estate
Experience
RMC Property Group April 2011 - Present
Gatehouse Management February 2007 - November 2009
GunnAllen Financial August 2004 - February 2007
Skills
Leases, Property Management, Real Estate, Tenant, Location Intelligence, Real Estate Transactions, Asset Managment, Yardi, Apartments, Rentals, Due Diligence, Lease Administration, Fair Housing, Landlord, Buyers, Income Properties, Leasehold, Investors, Valuation, Corporate Housing, Real Estate Acquisitions, Contract Negotiation, Retail, REO, Shopping Centers, Property, Corporate Real Estate, Landlords
Education
Bob Hogue School of Real Estate
University of South Florida
Associate of Science (A.S.), Criminology
RMC Property Group April 2011 - Present
Gatehouse Management February 2007 - November 2009
GunnAllen Financial August 2004 - February 2007
Skills
Leases, Property Management, Real Estate, Tenant, Location Intelligence, Real Estate Transactions, Asset Managment, Yardi, Apartments, Rentals, Due Diligence, Lease Administration, Fair Housing, Landlord, Buyers, Income Properties, Leasehold, Investors, Valuation, Corporate Housing, Real Estate Acquisitions, Contract Negotiation, Retail, REO, Shopping Centers, Property, Corporate Real Estate, Landlords
Education
Bob Hogue School of Real Estate
University of South Florida
Associate of Science (A.S.), Criminology
David Levine David Levine's GunnAllen Financial Experience May 2005 - March 2010
Job EVP, National Asset Management | SVP, National Securities Corp | InvestorProtector.com | Author: The Financial "Fix"
Industry Financial Services
Experience
EVP, National Asset Management, SVP, National Securities Corp. November 2010 - Present
National Securities Corp 2010 - Present
InvestorProtector April 2014 - Present
GunnAllen Financial May 2005 - March 2010
Summit Capital Management Group, LLC 2003 - 2010
Bankers Trust Company January 1992 - January 1995
Chase Manhattan Bank January 1990 - January 1992
Skills
Series 7, Series 63, Series 65, Retirement Planning, College Savings Plans, Wealth Management, Mutual Funds, Investment Advisory, Fixed Annuities, Securities, Retirement, Investments, FINRA, Asset Management, Equities, Strategic Financial..., Risk Management, Portfolio Management, Hedge Funds, Series 24, Private Equity, Capital Markets, Financial Services, Investment Banking, Asset Allocation, Investment Management, Insurance, Alternative Investments, Investment Strategies, Finance, Options, Fixed Income, Banking, Financial Advisory, Private Placements, Wealth Management..., Wealth, Financial Risk, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1992 — 1995
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 1985 — 1988
Bachelor of Arts (B.A.), Economics & English
EVP, National Asset Management, SVP, National Securities Corp. November 2010 - Present
National Securities Corp 2010 - Present
InvestorProtector April 2014 - Present
GunnAllen Financial May 2005 - March 2010
Summit Capital Management Group, LLC 2003 - 2010
Bankers Trust Company January 1992 - January 1995
Chase Manhattan Bank January 1990 - January 1992
Skills
Series 7, Series 63, Series 65, Retirement Planning, College Savings Plans, Wealth Management, Mutual Funds, Investment Advisory, Fixed Annuities, Securities, Retirement, Investments, FINRA, Asset Management, Equities, Strategic Financial..., Risk Management, Portfolio Management, Hedge Funds, Series 24, Private Equity, Capital Markets, Financial Services, Investment Banking, Asset Allocation, Investment Management, Insurance, Alternative Investments, Investment Strategies, Finance, Options, Fixed Income, Banking, Financial Advisory, Private Placements, Wealth Management..., Wealth, Financial Risk, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1992 — 1995
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 1985 — 1988
Bachelor of Arts (B.A.), Economics & English
Thomas Dowling, CFA, CIMA, CRPS Thomas Dowling, CFA, CIMA, CRPS's GunnAllen Financial Experience March 2005 - April 2010
Job Executive Managing Director
Industry Financial Services
Experience
Aegis Capital Corp March 2010 - Present
GunnAllen Financial March 2005 - April 2010
National Securites Corporation May 1999 - April 2005
Josephthal & Co. October 1995 - May 1999
Skills
Retirement Planning, Asset Allocation, Finance, Risk Management, Insurance, Management, Protection, Wealth Management, Investments, Wealth Accumulation, Asset Management, Equities, Investment Banking, Mutual Funds, Investment Strategies, Securities, Portfolio Management
Education
State University of New York
BA
University of Pennsylvania - The Wharton School
Investment Managment Analyst
Aegis Capital Corp March 2010 - Present
GunnAllen Financial March 2005 - April 2010
National Securites Corporation May 1999 - April 2005
Josephthal & Co. October 1995 - May 1999
Skills
Retirement Planning, Asset Allocation, Finance, Risk Management, Insurance, Management, Protection, Wealth Management, Investments, Wealth Accumulation, Asset Management, Equities, Investment Banking, Mutual Funds, Investment Strategies, Securities, Portfolio Management
Education
State University of New York
BA
University of Pennsylvania - The Wharton School
Investment Managment Analyst
Samuel Sastre Samuel Sastre's GunnAllen Financial Experience 2007 - 2010
Job Director of Technology, GunnAllen Financial
Industry Financial Services
Experience
GunnAllen Financial 2007 - 2010
The Revere Group 2006 - 2007
IVANS, Inc. 2005 - 2006
PC Concepts 2004 - 2005
BlackRock, Inc. 2001 - 2004
Skillgames, Inc. 2000 - 2001
NCR 1999 - 2000
Goldman Sachs 1995 - 1999
Goldman Sachs 1993 - 1995
Liz Claiborne 1993 - 1993
Education
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science, Dual Major in Management and Marketing
GunnAllen Financial 2007 - 2010
The Revere Group 2006 - 2007
IVANS, Inc. 2005 - 2006
PC Concepts 2004 - 2005
BlackRock, Inc. 2001 - 2004
Skillgames, Inc. 2000 - 2001
NCR 1999 - 2000
Goldman Sachs 1995 - 1999
Goldman Sachs 1993 - 1995
Liz Claiborne 1993 - 1993
Education
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science, Dual Major in Management and Marketing
Alex C Brito's GunnAllen Financial Experience July 2004 - February 2007
Job Process Specialist at PwC
Industry Financial Services
Experience
PwC November 2013 - Present
Bankers Insurance Group June 2013 - November 2013
Citibank January 2011 - April 2012
Coca-Cola Enterprises June 2008 - February 2010
JP Morgan Chase April 2007 - May 2008
GunnAllen Financial July 2004 - February 2007
Skills
Financial Analysis, Teamwork, Time Management, Banking, Microsoft Office, Access, Research, Data Analysis, Windows, Interpersonal, Effective Communication, Project Planning, Outlook, Lotus Notes, Data Transformation, Group Presentations, Bilingual, Product Management, Persuasive Communication, Administrative Support, Creative Problem Solving, Innovative Thinking, Translation, Organizing, Planning
Education
University of South Florida 2012 — 2014
Master of Business Administration (MBA), Finance
University of Phoenix 2005 — 2010
BSB/M, Business
John Adams High School 1998 — 2002
High School Diploma, General Studies
PwC November 2013 - Present
Bankers Insurance Group June 2013 - November 2013
Citibank January 2011 - April 2012
Coca-Cola Enterprises June 2008 - February 2010
JP Morgan Chase April 2007 - May 2008
GunnAllen Financial July 2004 - February 2007
Skills
Financial Analysis, Teamwork, Time Management, Banking, Microsoft Office, Access, Research, Data Analysis, Windows, Interpersonal, Effective Communication, Project Planning, Outlook, Lotus Notes, Data Transformation, Group Presentations, Bilingual, Product Management, Persuasive Communication, Administrative Support, Creative Problem Solving, Innovative Thinking, Translation, Organizing, Planning
Education
University of South Florida 2012 — 2014
Master of Business Administration (MBA), Finance
University of Phoenix 2005 — 2010
BSB/M, Business
John Adams High School 1998 — 2002
High School Diploma, General Studies
Michael Calderone Michael Calderone's GunnAllen Financial Experience 2006 - 2010
Job VP, HR (North America) at Cunningham Lindsey
Industry Financial Services
Experience
Cunningham Lindsey April 2013 - Present
Kforce Inc. 2010 - February 2012
GunnAllen Financial 2006 - 2010
Florida Blood Services 2002 - 2006
Davel Communications, Inc. 1997 - 2002
Teamstaff Companies 1989 - 1997
Skills
Strategic Planning, Workers Compensation, Employee/Labor Relations, Employee Relations, Benefits, Conflict Resolution, HR Policies, Talent Acquisition, Employee Engagement, HR Consulting, Organizational..., Compliance, Interviewing, Hiring, Mergers, Compensation, Talent Management, Performance Management, Benefits Administration, Workforce Planning, Onboarding, Coaching, Succession Planning, Change Management, Recruitment/Retention, Employment Law, Customer Relations, EEO, Applicant Tracking..., Payroll, Full-cycle Recruiting, Human Capital Management, Organizational..., Leadership Development, Job Descriptions, Budgeting, EEO compliance, Policy
Education
University of South Florida
B.S., Business Management
Cunningham Lindsey April 2013 - Present
Kforce Inc. 2010 - February 2012
GunnAllen Financial 2006 - 2010
Florida Blood Services 2002 - 2006
Davel Communications, Inc. 1997 - 2002
Teamstaff Companies 1989 - 1997
Skills
Strategic Planning, Workers Compensation, Employee/Labor Relations, Employee Relations, Benefits, Conflict Resolution, HR Policies, Talent Acquisition, Employee Engagement, HR Consulting, Organizational..., Compliance, Interviewing, Hiring, Mergers, Compensation, Talent Management, Performance Management, Benefits Administration, Workforce Planning, Onboarding, Coaching, Succession Planning, Change Management, Recruitment/Retention, Employment Law, Customer Relations, EEO, Applicant Tracking..., Payroll, Full-cycle Recruiting, Human Capital Management, Organizational..., Leadership Development, Job Descriptions, Budgeting, EEO compliance, Policy
Education
University of South Florida
B.S., Business Management
Phillip Skiffington's GunnAllen Financial Experience January 2006 - September 2008
Job Loan Originator at B2R Finance
Industry Staffing and Recruiting
Experience
B2R Finance September 2015 - Present
CSI Search January 2015 - September 2015
The CSI Companies June 2012 - September 2015
CSI Professional January 2014 - December 2014
CSI Tech June 2012 - December 2013
Open Systems Technologies November 2010 - May 2012
MISource February 2009 - May 2010
MISource September 2008 - January 2009
GunnAllen Financial January 2006 - September 2008
Skills
Business Process..., Technical Recruiting, Engineering, Staff Augmentation, Telephony, Applicant Tracking..., Executive Search, Talent Acquisition, Staffing Services, Recruiting, Vendor Management, Temporary Placement, Permanent Placement, Talent Management, Personnel Management, Interviews, Training, Employee Relations, Hiring, Recruitment Advertising, Resume Writing, Cold Calling, Industrial Sector, PeopleSoft, Benefits Negotiation, HR Consulting, Workforce Planning, Networking, College Recruiting, Information Technology, Performance Management, Onboarding, Consulting, Search, Leadership, Contract Recruitment, HRIS, Employee Benefits, Sourcing, Internet Recruiting, CRM, Human Resources, Sales, IT Recruitment, Temporary Staffing, SDLC, Employer Branding, Resource Management, Screening Resumes, Screening
Education
University of South Florida 2002 — 2006
Associate of Arts (A.A.)
Brandon High School
B2R Finance September 2015 - Present
CSI Search January 2015 - September 2015
The CSI Companies June 2012 - September 2015
CSI Professional January 2014 - December 2014
CSI Tech June 2012 - December 2013
Open Systems Technologies November 2010 - May 2012
MISource February 2009 - May 2010
MISource September 2008 - January 2009
GunnAllen Financial January 2006 - September 2008
Skills
Business Process..., Technical Recruiting, Engineering, Staff Augmentation, Telephony, Applicant Tracking..., Executive Search, Talent Acquisition, Staffing Services, Recruiting, Vendor Management, Temporary Placement, Permanent Placement, Talent Management, Personnel Management, Interviews, Training, Employee Relations, Hiring, Recruitment Advertising, Resume Writing, Cold Calling, Industrial Sector, PeopleSoft, Benefits Negotiation, HR Consulting, Workforce Planning, Networking, College Recruiting, Information Technology, Performance Management, Onboarding, Consulting, Search, Leadership, Contract Recruitment, HRIS, Employee Benefits, Sourcing, Internet Recruiting, CRM, Human Resources, Sales, IT Recruitment, Temporary Staffing, SDLC, Employer Branding, Resource Management, Screening Resumes, Screening
Education
University of South Florida 2002 — 2006
Associate of Arts (A.A.)
Brandon High School
Winny Hinton's GunnAllen Financial Experience September 2008 - March 2010
Job PwC
Industry Accounting
Experience
PwC January 2011 - April 2013
PwC 2011 - 2013
GunnAllen Financial September 2008 - March 2010
Independent Financial Services December 2007 - May 2008
Skills
Auditing, Spreadsheets, Microsoft Office, Time Management, Data Entry, Financial Reporting, Lotus Notes, Microsoft Excel, Accounting, Tax, Tax Returns, Corporate Tax, Finance, Tax Preparation, Customer Service, Tax Accounting, Management, Internal Controls, Financial Accounting
Education
University of South Florida 2003 — 2008
Finance
University of South Florida
PwC January 2011 - April 2013
PwC 2011 - 2013
GunnAllen Financial September 2008 - March 2010
Independent Financial Services December 2007 - May 2008
Skills
Auditing, Spreadsheets, Microsoft Office, Time Management, Data Entry, Financial Reporting, Lotus Notes, Microsoft Excel, Accounting, Tax, Tax Returns, Corporate Tax, Finance, Tax Preparation, Customer Service, Tax Accounting, Management, Internal Controls, Financial Accounting
Education
University of South Florida 2003 — 2008
Finance
University of South Florida
Rudy A. Mayoz, CPA, CGMA Rudy A. Mayoz, CPA, CGMA's GunnAllen Financial Experience 2006 - 2007
Job Senior Associate at PwC
Industry Accounting
Experience
PwC May 2015 - Present
Skoda Minotti February 2009 - April 2015
HarborLight Capital 2007 - 2008
GunnAllen Financial 2006 - 2007
Skills
CPA, Tax Preparation, Tax, Corporate Tax, Tax Accounting, GAAP, US GAAP, Accounting, Tax Research, Income Tax, SEC filings, Partnership Taxation
Education
University of South Florida 2004 — 2009
Bachelors of Science, Accounting
Chamberlain High School
PwC May 2015 - Present
Skoda Minotti February 2009 - April 2015
HarborLight Capital 2007 - 2008
GunnAllen Financial 2006 - 2007
Skills
CPA, Tax Preparation, Tax, Corporate Tax, Tax Accounting, GAAP, US GAAP, Accounting, Tax Research, Income Tax, SEC filings, Partnership Taxation
Education
University of South Florida 2004 — 2009
Bachelors of Science, Accounting
Chamberlain High School
Ana Carter's GunnAllen Financial Experience January 2008 - February 2010
Job Chief Financial Officer, FinOp at Financial Services Firm
Industry Financial Services
Experience
Financial Services Firm August 2010 - Present
JHS Capital Advisors, Inc. March 2010 - August 2010
GunnAllen Financial January 2008 - February 2010
GunnAllen Financial January 2007 - December 2007
Raymond James Financial June 2001 - January 2007
Skills
Series 7, Accounting, Management, Financial Analysis, Finance, Financial Services, Leadership
Education
University of South Florida 2000 — 2006
Finance & Accounting, Finance
Financial Services Firm August 2010 - Present
JHS Capital Advisors, Inc. March 2010 - August 2010
GunnAllen Financial January 2008 - February 2010
GunnAllen Financial January 2007 - December 2007
Raymond James Financial June 2001 - January 2007
Skills
Series 7, Accounting, Management, Financial Analysis, Finance, Financial Services, Leadership
Education
University of South Florida 2000 — 2006
Finance & Accounting, Finance
Matthew Costa, CPA's GunnAllen Financial Experience August 2008 - August 2010
Job Supervisor at McGladrey
Industry Accounting
Experience
McGladrey October 2015 - Present
McGladrey October 2013 - Present
McGladrey November 2011 - October 2013
The Dovetail Companies April 2010 - September 2011
GunnAllen Financial August 2008 - August 2010
Liberty Tax Service October 2007 - April 2010
Skills
International Tax, Tax Preparation, Tax Returns, Income Tax, Investments, Financial Statements, US GAAP, Budgets, Research, Financial Accounting, Property Management, Teamwork, Finance, Fixed Assets, Partnership Taxation, Internal Controls, ProSystem fx Tax
Education
University of South Carolina - Darla Moore School of Business 2010 — 2011
Masters of Accountancy, Taxation
University of South Carolina-Columbia 2006 — 2010
B.S. Business Admin, Finance & Accounting
McGladrey October 2015 - Present
McGladrey October 2013 - Present
McGladrey November 2011 - October 2013
The Dovetail Companies April 2010 - September 2011
GunnAllen Financial August 2008 - August 2010
Liberty Tax Service October 2007 - April 2010
Skills
International Tax, Tax Preparation, Tax Returns, Income Tax, Investments, Financial Statements, US GAAP, Budgets, Research, Financial Accounting, Property Management, Teamwork, Finance, Fixed Assets, Partnership Taxation, Internal Controls, ProSystem fx Tax
Education
University of South Carolina - Darla Moore School of Business 2010 — 2011
Masters of Accountancy, Taxation
University of South Carolina-Columbia 2006 — 2010
B.S. Business Admin, Finance & Accounting
Al Smith's GunnAllen Financial Experience April 2006 - March 2008
Job Managing Partner Vision Wealth Management
Industry Financial Services
Experience
Vision Wealth Management April 2006 - Present
GunnAllen Financial April 2006 - March 2008
Sterne Agee March 2003 - April 2006
Stephens Investment Bankers January 2000 - March 2003
Skills
Retirement Planning, Retirement Plans, Retirement Plan..., Retirement Solutions, 401k Rollovers, 401k, Wealth Management, Investment Advisory, Business Management, Business Strategy, Business Analysis, Private Equity, Private Placements, Investment Banking, Mezzanine, Institutional Investors, Institutional Clients, Financial Services, Equities, Investments, Securities, Series 7, Hedge Funds, Venture Capital, Finance, Banking, Fixed Income, Asset Management, Retirement
Education
University of Kentucky 1987 — 1992
BA, Economics
Vision Wealth Management April 2006 - Present
GunnAllen Financial April 2006 - March 2008
Sterne Agee March 2003 - April 2006
Stephens Investment Bankers January 2000 - March 2003
Skills
Retirement Planning, Retirement Plans, Retirement Plan..., Retirement Solutions, 401k Rollovers, 401k, Wealth Management, Investment Advisory, Business Management, Business Strategy, Business Analysis, Private Equity, Private Placements, Investment Banking, Mezzanine, Institutional Investors, Institutional Clients, Financial Services, Equities, Investments, Securities, Series 7, Hedge Funds, Venture Capital, Finance, Banking, Fixed Income, Asset Management, Retirement
Education
University of Kentucky 1987 — 1992
BA, Economics
Rick Weir Rick Weir's GunnAllen Financial Experience July 2003 - November 2008
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2008 - Present
GunnAllen Financial July 2003 - November 2008
Education
University of Houston 1980 — 1983
Business Marketing
Ameriprise Financial November 2008 - Present
GunnAllen Financial July 2003 - November 2008
Education
University of Houston 1980 — 1983
Business Marketing
Mark Solovy Mark Solovy's GunnAllen Financial Experience 2005 - 2009
Job Managing Director and CoHead of Technology Finance Group at Monroe Capital
Industry Venture Capital & Private Equity
Experience
Monroe Capital September 2013 - Present
OurCrowd June 2013 - August 2013
Hercules Technology Growth Capital 2012 - 2013
Sikich Investment Banking 2011 - 2012
Waveland Capital Group 2009 - 2010
Sonim Technologies 2009 - 2010
Vanguard Services 2009 - 2010
GunnAllen Financial 2005 - 2009
Aperto Networks 2005 - 2009
Atrica 2005 - 2008
Education
University of Pennsylvania Law School 1993 — 1996
J.D., Law
Washington University in St. Louis 1989 — 1993
B.S. in Business Administration
University of Pennsylvania
Monroe Capital September 2013 - Present
OurCrowd June 2013 - August 2013
Hercules Technology Growth Capital 2012 - 2013
Sikich Investment Banking 2011 - 2012
Waveland Capital Group 2009 - 2010
Sonim Technologies 2009 - 2010
Vanguard Services 2009 - 2010
GunnAllen Financial 2005 - 2009
Aperto Networks 2005 - 2009
Atrica 2005 - 2008
Education
University of Pennsylvania Law School 1993 — 1996
J.D., Law
Washington University in St. Louis 1989 — 1993
B.S. in Business Administration
University of Pennsylvania
Angela Tejeda Angela Tejeda's GunnAllen Financial Experience March 2005 - April 2008
Job Benefits Consultant, Aflac multiState agent, Voluntary Benefits Expert, HealthCare Reform Expert, Obamacare Provider
Industry Hospital & Health Care
Experience
Aflac April 2013 - Present
U.S Hispanic Chamber of Commerce February 2014 - Present
Tampa Bay International Business Council February 2014 - Present
Hispanic Chamber of Commerce of Tampa Bay February 2014 - Present
TechHealth February 2010 - October 2011
TechHealth May 2008 - February 2010
GunnAllen Financial March 2005 - April 2008
Skills
Bilingual, Customer Satisfaction, Workers Compensation, Spanish, Healthcare Management, Health Insurance, Agent for Life & Health..., Data Entry, Negotiation, Outlook, Insurance, Managed Care, Analysis, Customer Service, Microsoft Office, Medical Terminology, Team Building, Account Management, Sales, Salesforce.com, Software Documentation, Medicaid, Training, Healthcare, Process Improvement, Call Centers, Employee Benefits, Medicare, Disability Insurance, Life Insurance, Accident Insurance, Accident Indemnity..., Cancer Insurance
Education
University of South Florida 2014 — 2017
Master's degree, Health/Health Care Administration/Management
University of Phoenix 2008 — 2011
HealthCare, Administration
Aflac April 2013 - Present
U.S Hispanic Chamber of Commerce February 2014 - Present
Tampa Bay International Business Council February 2014 - Present
Hispanic Chamber of Commerce of Tampa Bay February 2014 - Present
TechHealth February 2010 - October 2011
TechHealth May 2008 - February 2010
GunnAllen Financial March 2005 - April 2008
Skills
Bilingual, Customer Satisfaction, Workers Compensation, Spanish, Healthcare Management, Health Insurance, Agent for Life & Health..., Data Entry, Negotiation, Outlook, Insurance, Managed Care, Analysis, Customer Service, Microsoft Office, Medical Terminology, Team Building, Account Management, Sales, Salesforce.com, Software Documentation, Medicaid, Training, Healthcare, Process Improvement, Call Centers, Employee Benefits, Medicare, Disability Insurance, Life Insurance, Accident Insurance, Accident Indemnity..., Cancer Insurance
Education
University of South Florida 2014 — 2017
Master's degree, Health/Health Care Administration/Management
University of Phoenix 2008 — 2011
HealthCare, Administration
Chris Fidler's GunnAllen Financial Experience October 2003 - March 2010
Job Fixed Income Trader
Industry Financial Services
Experience
Financial Service Firm April 2010 - Present
GunnAllen Financial October 2003 - March 2010
Skills
Bonds, Fixed Income, Structured Products, Options, CDS, Series 7, Equities, Back Office, Series 63, Series 55, Series 66, Series 24, Bloomberg, FINRA, Wealth Management, Investments, Securities, Mutual Funds, Asset Management, Trading, Uniform Combined State..., Asset Allocation
Education
University of South Florida 2004 — 2010
Finance
Financial Service Firm April 2010 - Present
GunnAllen Financial October 2003 - March 2010
Skills
Bonds, Fixed Income, Structured Products, Options, CDS, Series 7, Equities, Back Office, Series 63, Series 55, Series 66, Series 24, Bloomberg, FINRA, Wealth Management, Investments, Securities, Mutual Funds, Asset Management, Trading, Uniform Combined State..., Asset Allocation
Education
University of South Florida 2004 — 2010
Finance
Colton Gove's GunnAllen Financial Experience July 2008 - September 2008
Job Sales & Trading at The Plaza Marine Group
Industry Oil & Energy
Experience
The Plaza Marine Group January 2015 - Present
The Plaza Group January 2013 - Present
OTI Group August 2010 - January 2013
Saybolt LP January 2010 - July 2010
GunnAllen Financial July 2008 - September 2008
Skills
Petroleum, Microsoft Excel, Logistics, Pipelines, Energy, Gas, Risk Management, Operations Management, Oil/Gas, Inspection, Oil & Gas Industry, Supervisory Skills, Petrochemical, Natural Gas, Refining
Education
University of South Carolina - Darla Moore School of Business 2005 — 2009
BS, Finance
The Plaza Marine Group January 2015 - Present
The Plaza Group January 2013 - Present
OTI Group August 2010 - January 2013
Saybolt LP January 2010 - July 2010
GunnAllen Financial July 2008 - September 2008
Skills
Petroleum, Microsoft Excel, Logistics, Pipelines, Energy, Gas, Risk Management, Operations Management, Oil/Gas, Inspection, Oil & Gas Industry, Supervisory Skills, Petrochemical, Natural Gas, Refining
Education
University of South Carolina - Darla Moore School of Business 2005 — 2009
BS, Finance
John Deeks's GunnAllen Financial Experience May 2005 - December 2009
Job Investment Banking / Financial Services
Industry Financial Services
Experience
LCG Advisors December 2014 - Present
HarborLight Capital January 2010 - February 2014
GunnAllen Financial May 2005 - December 2009
Raymond James & Associates 1998 - 2005
Skills
Series 7, Portfolio Management, Investments, Asset Managment, Asset Allocation, Valuation, Wealth Management, Securities, Financial Modeling, Financial Analysis, Risk Management, Due Diligence, Private Equity, Investment Banking, Capital Markets, Mergers, Mutual Funds, Finance
Education
University of South Florida 2001 — 2002
MBA, Economics, Finance
University of North Florida - College of Business Administration 1993 — 1998
Bachelors, Economics
Northeast High School
LCG Advisors December 2014 - Present
HarborLight Capital January 2010 - February 2014
GunnAllen Financial May 2005 - December 2009
Raymond James & Associates 1998 - 2005
Skills
Series 7, Portfolio Management, Investments, Asset Managment, Asset Allocation, Valuation, Wealth Management, Securities, Financial Modeling, Financial Analysis, Risk Management, Due Diligence, Private Equity, Investment Banking, Capital Markets, Mergers, Mutual Funds, Finance
Education
University of South Florida 2001 — 2002
MBA, Economics, Finance
University of North Florida - College of Business Administration 1993 — 1998
Bachelors, Economics
Northeast High School
Alex Yelensky's GunnAllen Financial Experience February 2004 - March 2010
Job Director Institutional Equities at Aegis Capital
Industry Financial Services
Experience
Aegis Capital March 2010 - Present
GunnAllen Financial February 2004 - March 2010
Skills
Equities, Series 7, Series 63, Alternative Investments, Securities, Wealth Management, Asset Allocation, Capital Markets, Options, Mutual Funds, Asset Management, Investment Advisory, Hedge Funds, Investment Banking, Investments, Bloomberg, Trading, Fixed Income, Portfolio Management, Private Equity, Investment Strategies, Equity Trading, Bonds, FINRA, Equity Research, Financial Markets, Series 24, Equity Valuation, Trading Systems, Investment Management, Valuation, Emerging Markets, Private Placements, Electronic Trading, Investor Relations, Derivatives, Financial Structuring, Technical Analysis, Financial Modeling, IPO, Venture Capital, Corporate Finance, Institutional..., Financial Services, Commodity, Due Diligence, Strategic Financial..., ETFs, Financial Advisory, Series 65
Education
University of Massachusetts, Amherst 1988 — 1992
Economics
University of Massachusetts, Amherst
Aegis Capital March 2010 - Present
GunnAllen Financial February 2004 - March 2010
Skills
Equities, Series 7, Series 63, Alternative Investments, Securities, Wealth Management, Asset Allocation, Capital Markets, Options, Mutual Funds, Asset Management, Investment Advisory, Hedge Funds, Investment Banking, Investments, Bloomberg, Trading, Fixed Income, Portfolio Management, Private Equity, Investment Strategies, Equity Trading, Bonds, FINRA, Equity Research, Financial Markets, Series 24, Equity Valuation, Trading Systems, Investment Management, Valuation, Emerging Markets, Private Placements, Electronic Trading, Investor Relations, Derivatives, Financial Structuring, Technical Analysis, Financial Modeling, IPO, Venture Capital, Corporate Finance, Institutional..., Financial Services, Commodity, Due Diligence, Strategic Financial..., ETFs, Financial Advisory, Series 65
Education
University of Massachusetts, Amherst 1988 — 1992
Economics
University of Massachusetts, Amherst
Aaron Brabham's GunnAllen Financial Experience 2008 - Present
Job Account Manager at AFA
Industry Insurance
Experience
GunnAllen Financial 2008 - Present
Education
University of Houston 1993 — 1997
University of South Carolina-Columbia 1992 — 1996
GunnAllen Financial 2008 - Present
Education
University of Houston 1993 — 1997
University of South Carolina-Columbia 1992 — 1996
Bruce Rader's GunnAllen Financial Experience 2007 - 2008
Job Senior Manager of IT, Global Services at Jabil
Industry Hospital & Health Care
Experience
Jabil April 2015 - Present
Parallon Business Solutions April 2011 - March 2015
Pinellas County Government 2008 - April 2011
GunnAllen Financial 2007 - 2008
AGB Nielsen Media Research 2000 - 2006
Kforce Inc. 1999 - 2000
Florida Power Corporation 1986 - 2000
Skills
Leadership, Windows Server, Healthcare, Data Center, ITIL, Active Directory, Business Intelligence, SharePoint, Networking, Troubleshooting, Disaster Recovery, Management, VMware, Servers, Visio, Windows, Project Management, Program Management, SDLC, Enterprise Architecture, Microsoft SQL Server, Virtualization, Negotiation, Microsoft Exchange, Vendor Management, Software Documentation, Process Improvement, IT Management, System Administration, Integration, Security, Team Leadership
Education
University of South Florida 1982 — 1986
BS, Engineering Technology
Lakewood High School
Jabil April 2015 - Present
Parallon Business Solutions April 2011 - March 2015
Pinellas County Government 2008 - April 2011
GunnAllen Financial 2007 - 2008
AGB Nielsen Media Research 2000 - 2006
Kforce Inc. 1999 - 2000
Florida Power Corporation 1986 - 2000
Skills
Leadership, Windows Server, Healthcare, Data Center, ITIL, Active Directory, Business Intelligence, SharePoint, Networking, Troubleshooting, Disaster Recovery, Management, VMware, Servers, Visio, Windows, Project Management, Program Management, SDLC, Enterprise Architecture, Microsoft SQL Server, Virtualization, Negotiation, Microsoft Exchange, Vendor Management, Software Documentation, Process Improvement, IT Management, System Administration, Integration, Security, Team Leadership
Education
University of South Florida 1982 — 1986
BS, Engineering Technology
Lakewood High School
Dorsett, Trisha's GunnAllen Financial Experience November 2004 - Present
Job Sales Assistant at GunnAllen Financial
Industry Financial Services
Experience
GunnAllen Financial November 2004 - Present
Education
University of South Florida 2002 — 2004
GunnAllen Financial November 2004 - Present
Education
University of South Florida 2002 — 2004
Nathaniel Goldenberg, CFP®'s GunnAllen Financial Experience February 2005 - June 2006
Job Rockport Global Advisors, LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC July 2006 - October 2013
GunnAllen Financial February 2005 - June 2006
Skills
Wealth Management, Retirement Planning, Investment Strategies, Estate Planning, Financial Markets, Finance, Series 7, Securities, Financial Services, Investments, Asset Management, Banking
Education
University of South Florida 2000 — 2004
Bachelor’s Degree, Political Science, Graduate of the USF Honors College
JPMorgan Securities, LLC July 2006 - October 2013
GunnAllen Financial February 2005 - June 2006
Skills
Wealth Management, Retirement Planning, Investment Strategies, Estate Planning, Financial Markets, Finance, Series 7, Securities, Financial Services, Investments, Asset Management, Banking
Education
University of South Florida 2000 — 2004
Bachelor’s Degree, Political Science, Graduate of the USF Honors College
Jessica Hayes's GunnAllen Financial Experience February 2004 - December 2009
Job Associate Principal Examiner at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
JHS Capital Advisors, LLC August 2010 - March 2015
Mezrah Consulting December 2009 - August 2010
GunnAllen Financial February 2004 - December 2009
Education
University of Tampa - John H. Sykes College of Business 2007 — 2008
Master of Science, Finance
University of South Florida 1998 — 2001
Bachelor of Science, Management Information Systems
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
JHS Capital Advisors, LLC August 2010 - March 2015
Mezrah Consulting December 2009 - August 2010
GunnAllen Financial February 2004 - December 2009
Education
University of Tampa - John H. Sykes College of Business 2007 — 2008
Master of Science, Finance
University of South Florida 1998 — 2001
Bachelor of Science, Management Information Systems
Alodie Reyes's GunnAllen Financial Experience February 2007 - July 2009
Job Analyst at Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York February 2014 - Present
Dennis Wedlick Architect June 2010 - January 2014
First Properties of NY July 2009 - April 2010
GunnAllen Financial February 2007 - July 2009
CP Ships September 2005 - January 2007
Geomat September 2002 - September 2005
Morgan Stanley January 2000 - September 2002
Skills
Budgets, Business Development, Construction, Customer Service, Finance, Interviews, Management, Marketing Strategy, Microsoft Excel, Microsoft Office, Negotiation, Outlook, Process Improvement, Project Management, Real Estate, Sales, Social Media, Strategic Planning, Sustainability, Vendor Management, Visio
Education
University of South Florida 1998 — 2003
Bachelors, Marketing, minor in Management
Federal Reserve Bank of New York February 2014 - Present
Dennis Wedlick Architect June 2010 - January 2014
First Properties of NY July 2009 - April 2010
GunnAllen Financial February 2007 - July 2009
CP Ships September 2005 - January 2007
Geomat September 2002 - September 2005
Morgan Stanley January 2000 - September 2002
Skills
Budgets, Business Development, Construction, Customer Service, Finance, Interviews, Management, Marketing Strategy, Microsoft Excel, Microsoft Office, Negotiation, Outlook, Process Improvement, Project Management, Real Estate, Sales, Social Media, Strategic Planning, Sustainability, Vendor Management, Visio
Education
University of South Florida 1998 — 2003
Bachelors, Marketing, minor in Management
Jason Bressler's GunnAllen Financial Experience February 2007 - March 2010
Job Financial Advisor with Witter, Hafenbrack & Associates a financial advisory practice of Ameriprise Financial Services.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2010 - Present
GunnAllen Financial February 2007 - March 2010
Askar Corp. October 1994 - February 2007
Education
University of Minnesota-Morris 1989 — 1994
Bachelors, Mathematics
Ameriprise Financial Services, Inc. April 2010 - Present
GunnAllen Financial February 2007 - March 2010
Askar Corp. October 1994 - February 2007
Education
University of Minnesota-Morris 1989 — 1994
Bachelors, Mathematics
Danielle Salerno's GunnAllen Financial Experience January 2006 - December 2009
Job Retail stock broker at National Securities
Industry Investment Banking
Experience
National Securities November 2010 - Present
MetLife Investors December 2009 - November 2010
GunnAllen Financial January 2006 - December 2009
Education
University of Kentucky 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
National Securities November 2010 - Present
MetLife Investors December 2009 - November 2010
GunnAllen Financial January 2006 - December 2009
Education
University of Kentucky 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General