Index Strategy Advisors
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11 Index Strategy Advisors employees in database. Find out everything there's to know about Index Strategy Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Index Strategy Advisors Employees
Index Strategy Advisors March 2013 - December 2014
T3 Trading Group, LLC January 2012 - March 2013
Skills
ETFs, Strategy, Investments, Portfolio Management, Finance, Investment Advisory..., Sales, Real Estate, Equity Trading, Equity Research, Equities, Securities, Residential Mortgages, Mortgage Lending, Stocks, Trading Systems, Economics, Trading Strategies, Traders, Retirement Planning, Investment Advisory, Proprietary Trading, Investment Strategies, series 56, Financial Advisory, Alternative Investments, Bonds, Series 65
Education
Florida International University 2013 — 2015
Finance, General
Miami Dade College 2011 — 2012
Associate of Arts (AA), Business Administration and Management, General
Index Strategy Advisors January 2010 - Present
Skills
Investments, Portfolio Management, Exchange Traded Funds, ETFs, Equities, Wealth Management, Strategic Financial..., Bonds, Financial Analysis, Securities, Investment Strategies, Financial Markets, Investment Management, Investment Banking, Strategy, Alternative Investments, Financial Advisory, Hedge Funds, Mutual Funds, Asset Allocation, Private Equity, Fixed Income, Investment Advisory, Series 7, Asset Management, Financial Services, Series 63, Options, Capital Markets, Emerging Markets, Finance, Equity Research, Economics, Valuation, Trading, Venture Capital, Commodity, Derivatives, Structured Products, Private Banking, Equity Derivatives, Investor Relations, Equity Trading, Hedging, Proprietary Trading, Trading Strategies, FX Options, Electronic Trading, Financial Modeling, Bloomberg
Education
Harvard University
Bachelors of Liberal Arts
St. Mary's University School of Law 2013 - Present
Goldstein, Goldstein & Hilley May 2014 - July 2014
Payne and James, LLP January 2011 - June 2014
St. Mary's University 2014 - 2014
Index Strategy Advisors 2013 - 2013
Clay Box Repairs and Refurbishments August 2010 - January 2012
Goldman Phipps July 2012 - 2012
Capita Symonds May 2010 - July 2010
Quincy James Holdings May 2009 - August 2009
Skills
Negotiation, Management, Finance, PowerPoint, Microsoft Office, Microsoft Excel, Spanish, Futures, Customer Service, Microsoft Word, Outlook, E-commerce Optimization, Social Entrepreneurship, Product Management, Currency Futures, English, Research, Photoshop, HTML, Dreamweaver, FrontPage, Sales Management, Legal Research, Legal Writing, Document Review, Litigation Support, Westlaw, LexisNexis, Disability Claims..., Commodity Markets
Education
St. Mary's University School of Law 2013 — 2016
Doctor of Law (J.D.)
The University of Texas at Austin - Red McCombs School of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Management
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
City University (GB)
International Relations and Affairs
Edelman Financial Services August 2014 - Present
Modern Woodmen of America September 2013 - August 2014
Index Strategy Advisors March 2013 - September 2013
Education
Strayer University-Florida 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Miami Dade College 1989 — 1991
Associate of Science (AS), Commercial Pilot
Barclays September 2014 - Present
Index Strategy Advisors February 2012 - November 2012
Learn4x June 2009 - March 2010
Hewlett-Packard August 2004 - July 2007
Skills
R, Matlab, C, Java, SQL, Time Series Analysis, Machine Learning, Financial Modeling, Statistics, Data Mining, Analysis, Statistical Computing, Unix, XML, Quantitative Analytics, Data Analysis, LaTeX
Education
Rice University 2007 — 2013
PhD, Statistics
Rice University 2007 — 2008
Masters, Statistics / Computational Finance
Cornell University 2000 — 2004
BS, Computer Science
Index Strategy Advisors 2013 - Present
Preferred Trust April 2009 - November 2012
Emcore Mortgage, LLC June 2006 - December 2009
Stewart Howe Alumni Service February 2006 - July 2007
CareMedic Systems May 2003 - October 2005
ROC & Associates January 2000 - May 2003
Skills
Finance, Management, hospital information..., Mortgage Banking, Healthcare Consulting, Manage Client..., Fee Schedules, Contract Negotiation, Loans, Hospital Information..., Refinance, Residential Mortgages, Underwriting, Mortgage Lending, FHA, Real Estate, Leadership, Loan Origination, Credit, Commercial Mortgages, Condos, Real Estate Financing, Banking, ETFs, Financial Services, Financial Advisory, FHA financing, VA loans, Reverse Mortgages, Certified Mortgage..., USDA, Credit Analysis, Investment Properties, Construction Loans, First Time Home Buyers, Real Estate Economics, Loss Mitigation, HUD, Loan Modifications, Investors, Portfolio Management
Education
University of Maryland College Park 1991 — 1994
BA, Communications
Hampton University 1989 — 1991
Accounting
Bethesda-Chevy Chase Senior High School
Angelique Geehan January 2012 - Present
Houston Baby Wearers January 2009 - Present
Index Strategy Advisors October 2012 - January 2015
MD Anderson Cancer Center January 2005 - January 2009
Skills
Microsoft Office, Customer Service, Microsoft Word, Social Media, Public Speaking, Editing, Teaching, Graphic Design, New Baby, Toddlers, Homeschooling, Parent Education, Caregivers, Writing, Adobe Creative Suite, Baby Products, Childcare, Copywriting, Copy Editing, Social Networking, Publishing, Press Releases, Marketing Communications, Technical Writing, Proofreading, Newsletters, Web Content, Photoshop, Media Relations, Blogging, Editorial, Creative Writing, Public Relations, Grants, Journalism, Publications, Corporate Communications, Grant Writing, Volunteer Management, Program Development, Facebook, Higher Education, Event Management, Strategic Communications, Community Outreach, Nonprofits, Event Planning, Interviews, Social Media Marketing, Fundraising
Education
Rice University 1995 — 1999
Bachelor of Arts (BA), English Language and Literature, General
Money Concepts January 2015 - Present
The MacDonald Tax & Financial Group August 2014 - Present
Index Strategy Advisors July 2013 - December 2014
AspenCross Financial Group June 2012 - June 2013
German League August 2009 - April 2012
Minor League Level July 2004 - June 2009
Montreal Canadiens February 2001 - June 2004
Boston Bruins November 2000 - February 2001
Ottawa Senators October 1998 - June 2000
Minor League Level July 1994 - June 1998
Education
Quinnipiac University 2008 — 2012
Organizational Leadership, Business Administration and Management, General
Advisor Products Inc. February 2015 - Present
Index Strategy Advisors July 2013 - February 2015
Index Strategy Advisors March 2013 - February 2015
Creative Management Group, Inc. October 2011 - June 2012
Financial Services Consultancy 2007 - 2011
UBS Financial Services 2004 - 2007
Wells Fargo Institutional Securities 2001 - 2002
Wells Fargo Private Client Services 1998 - 2001
Skills
Investments, Portfolio Management, Financial Advisory, ETFs, Strategy, Management Consulting, Wealth Management, Series 7, Investment Advisory..., Fixed Income, Finance, Investment Strategies, Retirement Planning, 401k, Series 65, Mutual Funds, Investment Advisory, Investment Management, Asset Allocation, Alternative Investments, Securities, FINRA, Asset Management, Retirement, Personal Finance, Series 24, Series 63, Wealth Management..., Financial Services, Uniform Combined State..., Estate Planning, Wealth, Fixed Annuities, Financial Planners, Strategic Financial..., High Net Worth..., Hedge Funds, Retirement Plan..., Bonds, Variable Annuities, Equities, Options, Institutional..., Financial Planning
Education
The George Washington University 1980 — 1982
Master of Arts, Education and Human Development
University of Massachusetts, Amherst 1976 — 1980
Bachelor of Arts, Political Science and Government
Christmas Tree Shops June 2015 - Present
Gap Inc. August 2014 - June 2015
Index Strategy Advisors November 2012 - February 2015
Old Navy March 2007 - December 2012
Skills
Driving Results, Merchandising, Strategic Planning, Retail, Product Management, Finance, Facebook, P&L Management, Microsoft Word, Planograms, Time Management, Income Statement, Sales, Forecasting, Team Leadership, Business Strategy, Leadership, Marketing, Market Research, Social Media, Customer Service, Public Speaking, Sales Management
Education
Bentley University 1987 — 1991
BS, Economics/finance