Joseph Stevens
Industry: Belgian painter
DescriptionJoseph Édouard Stevens was a Belgian animalier painter and engraver. Born: November 26, 1816, Brussels, Belgium Died: August 2, 1892, Brussels, Belgium Artworks: Dog Carrying Dinner to its Master (Fable by La Fontaine),
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Joseph Stevens Employees
Employee
Years
Job
Industry
Jack Kalisz Jack Kalisz's Joseph Stevens Experience 2002 - 2008
Job Vice President at Forte Capital Group
Industry Financial Services
Experience
Forte Capital Group / National Securities 2008 - Present
Joseph Stevens 2002 - 2008
Skills
Series 7, Series 63, Investments, Securities, Alternative Investments, Equities, Fixed Income, Bloomberg, Mutual Funds, Portfolio Management, Options, Investment Research, CANSLIM Methodology, Asset Allocation, Risk Management, Client Service Oriented, Relationship Management, Capital Raising, Syndicate
Education
St. John's University 1998 — 2002
Finance, General
Forte Capital Group / National Securities 2008 - Present
Joseph Stevens 2002 - 2008
Skills
Series 7, Series 63, Investments, Securities, Alternative Investments, Equities, Fixed Income, Bloomberg, Mutual Funds, Portfolio Management, Options, Investment Research, CANSLIM Methodology, Asset Allocation, Risk Management, Client Service Oriented, Relationship Management, Capital Raising, Syndicate
Education
St. John's University 1998 — 2002
Finance, General
Eugene Truong's Joseph Stevens Experience July 2007 - August 2007
Job Associate Product Strategist at Moodys
Industry Information Technology and Services
Experience
Moody's Analytics March 2015 - Present
Ipreo August 2011 - March 2015
Ipreo July 2010 - August 2011
EtQ August 2008 - July 2010
Joseph Stevens July 2007 - August 2007
Skills
Python, Microsoft SQL Server, Oracle, Databases, Business Process, MySQL, Java, HTML, ERP, Training, Agile Methodologies, SQL, Requirements Gathering, Requirements Analysis, SDLC, Business Analysis, Software Project..., XML, Data Analysis, Visio, Software Development, Web Applications, JavaScript, VBA, Software Documentation, Business Intelligence, Systems Analysis, SharePoint, SaaS, Integration
Education
Boston University Questrom School of Business 2004 — 2008
BSBA, Finance, Information Systems
Moody's Analytics March 2015 - Present
Ipreo August 2011 - March 2015
Ipreo July 2010 - August 2011
EtQ August 2008 - July 2010
Joseph Stevens July 2007 - August 2007
Skills
Python, Microsoft SQL Server, Oracle, Databases, Business Process, MySQL, Java, HTML, ERP, Training, Agile Methodologies, SQL, Requirements Gathering, Requirements Analysis, SDLC, Business Analysis, Software Project..., XML, Data Analysis, Visio, Software Development, Web Applications, JavaScript, VBA, Software Documentation, Business Intelligence, Systems Analysis, SharePoint, SaaS, Integration
Education
Boston University Questrom School of Business 2004 — 2008
BSBA, Finance, Information Systems
Brian Anderson's Joseph Stevens Experience June 2006 - August 2007
Job Partner at GCL Capital Partners
Industry Investment Management
Experience
GCL Capital Partners August 2014 - Present
GCL Trust May 2014 - Present
PipeStack April 2013 - January 2014
Ovooko, Inc May 2011 - April 2013
Vision Sciences March 2011 - April 2012
Vision Sciences September 2010 - March 2011
Lewis C. Pell May 2008 - May 2010
Joseph Stevens June 2006 - August 2007
Skills
Entrepreneurship, Venture Capital, Value Investing, Direct Sales, Value Selling, JavaScript, HTML 5, CSS, jQuery, Financial Analysis, Advanced CSS, Kohana, PHP, MySQL, CRM, Marketing, Ruby on Rails, Private Equity, Nginx, Amazon Web Services..., Lean Startup, Cloud Computing, HTML5, Management, Financial Modeling, Start-ups, Business Strategy
Education
Babson College 2006 — 2010
Bachelor of Science, Entrepreneurship, 3.48
Pierson High School 2002 — 2006
GCL Capital Partners August 2014 - Present
GCL Trust May 2014 - Present
PipeStack April 2013 - January 2014
Ovooko, Inc May 2011 - April 2013
Vision Sciences March 2011 - April 2012
Vision Sciences September 2010 - March 2011
Lewis C. Pell May 2008 - May 2010
Joseph Stevens June 2006 - August 2007
Skills
Entrepreneurship, Venture Capital, Value Investing, Direct Sales, Value Selling, JavaScript, HTML 5, CSS, jQuery, Financial Analysis, Advanced CSS, Kohana, PHP, MySQL, CRM, Marketing, Ruby on Rails, Private Equity, Nginx, Amazon Web Services..., Lean Startup, Cloud Computing, HTML5, Management, Financial Modeling, Start-ups, Business Strategy
Education
Babson College 2006 — 2010
Bachelor of Science, Entrepreneurship, 3.48
Pierson High School 2002 — 2006
James DellaVecchia's Joseph Stevens Experience January 2005 - January 2006
Job Financial Advisor at The Allwood Forlenza Agency
Industry Financial Services
Experience
The DellaVecchia Group LLC January 2014 - Present
The Allwood Forlenza Agency January 2014 - Present
Emerald Financial Resources - A MassMutual Company March 2009 - January 2014
National Securities March 2008 - March 2009
Westrock Advisors January 2006 - March 2008
Joseph Stevens January 2005 - January 2006
Skills
Retirement, Retirement Planning, Insurance, Strategic Financial..., Financial Services, Investments, Securities, Fixed Annuities, Wealth Management, Life Insurance, Mutual Funds, Estate Planning, Strategic Planning, Series 63, Employee Benefits, IRAs, Small Business, Series 7, Disability Insurance, Term Life Insurance, 401k, Series 6, College Education...
Education
Montclair State University 2001 — 2005
Business, Business Management, General
St. Peters Prepatory 1999 — 2001
North Arlington High School
The DellaVecchia Group LLC January 2014 - Present
The Allwood Forlenza Agency January 2014 - Present
Emerald Financial Resources - A MassMutual Company March 2009 - January 2014
National Securities March 2008 - March 2009
Westrock Advisors January 2006 - March 2008
Joseph Stevens January 2005 - January 2006
Skills
Retirement, Retirement Planning, Insurance, Strategic Financial..., Financial Services, Investments, Securities, Fixed Annuities, Wealth Management, Life Insurance, Mutual Funds, Estate Planning, Strategic Planning, Series 63, Employee Benefits, IRAs, Small Business, Series 7, Disability Insurance, Term Life Insurance, 401k, Series 6, College Education...
Education
Montclair State University 2001 — 2005
Business, Business Management, General
St. Peters Prepatory 1999 — 2001
North Arlington High School
Joshua Sorrentino, CPA Joshua Sorrentino, CPA's Joseph Stevens Experience August 2002 - September 2005
Job Tax Manager
Industry Accounting
Experience
Stanton & Leone December 2012 - Present
JW Goodliffe & Son February 2011 - December 2012
Amboy Bank via Accountemps September 2010 - December 2010
Merrill Lynch May 2006 - February 2009
Gunn Allen Financial September 2005 - March 2006
Joseph Stevens August 2002 - September 2005
Skills
Financial Reporting, Account Reconciliation, Bank Reconciliation, Income Tax, Tax Preparation, Corporate Tax, Partnership Taxation, Monthly Closing, Journal Entries, Accounts Receivable, General Ledger, Accounts Payable, Client Billing, Checks, Invoicing, Financial Statements, Financial Statement..., Year-end Close, Microsoft Excel, TIMS, Microsoft Office, Physical Inventory, Auditing, Accounting, Cost Accounting
Education
DeVry University 2009 — 2010
BS, Technical Mgmt, Accounting Concentration
State University of New York College at Oswego 1998 — 2002
BS, Finance
Stanton & Leone December 2012 - Present
JW Goodliffe & Son February 2011 - December 2012
Amboy Bank via Accountemps September 2010 - December 2010
Merrill Lynch May 2006 - February 2009
Gunn Allen Financial September 2005 - March 2006
Joseph Stevens August 2002 - September 2005
Skills
Financial Reporting, Account Reconciliation, Bank Reconciliation, Income Tax, Tax Preparation, Corporate Tax, Partnership Taxation, Monthly Closing, Journal Entries, Accounts Receivable, General Ledger, Accounts Payable, Client Billing, Checks, Invoicing, Financial Statements, Financial Statement..., Year-end Close, Microsoft Excel, TIMS, Microsoft Office, Physical Inventory, Auditing, Accounting, Cost Accounting
Education
DeVry University 2009 — 2010
BS, Technical Mgmt, Accounting Concentration
State University of New York College at Oswego 1998 — 2002
BS, Finance
Kris McCabe Kris McCabe's Joseph Stevens Experience 1995 - 1996
Job National Director Sales and Marketing at Advisor Partners
Industry Financial Services
Experience
Advisor Partners, LLC November 2012 - Present
Wealthfront Inc. October 2010 - September 2011
Fidelity Investments 2008 - 2010
Fidelity Investments 2000 - 2008
Fidelity Investments 1999 - 2000
Fidelity Investments 1996 - 2000
Joseph Stevens 1995 - 1996
Paine Webber 1993 - 1995
Sikorsky Aircraft 1992 - 1993
Skills
Risk Management, Management Consulting, Business Development, Strategic Planning, Financial Services, Management, Contract Negotiation, Team Building, Project Management, Analysis, Business Strategy, Relationship Management, Vendor Management, Business Analysis, Analytics, Series 7, Hedge Funds, Sales, Portfolio Management, Recruiting
Education
MBA - Boston University, School of Management 1997 — 2000
MBA, Entrepreneurial Studies
Southern Connecticut State University 1988 — 1992
BS, Accounting
Financial Licenses 7, 24, 63
Advisor Partners, LLC November 2012 - Present
Wealthfront Inc. October 2010 - September 2011
Fidelity Investments 2008 - 2010
Fidelity Investments 2000 - 2008
Fidelity Investments 1999 - 2000
Fidelity Investments 1996 - 2000
Joseph Stevens 1995 - 1996
Paine Webber 1993 - 1995
Sikorsky Aircraft 1992 - 1993
Skills
Risk Management, Management Consulting, Business Development, Strategic Planning, Financial Services, Management, Contract Negotiation, Team Building, Project Management, Analysis, Business Strategy, Relationship Management, Vendor Management, Business Analysis, Analytics, Series 7, Hedge Funds, Sales, Portfolio Management, Recruiting
Education
MBA - Boston University, School of Management 1997 — 2000
MBA, Entrepreneurial Studies
Southern Connecticut State University 1988 — 1992
BS, Accounting
Financial Licenses 7, 24, 63
kwame osei kwame osei's Joseph Stevens Experience January 2006 - March 2007
Job Fixed Income Specialist at TD Waterhouse Capital Markets, Inc.
Industry Banking
Experience
TD March 2015 - Present
Wells Fargo Advisors March 2010 - March 2015
MetLife-Securities April 2007 - December 2009
Joseph Stevens January 2006 - March 2007
Skills
Credit, Financial Analysis, Bloomberg, Capital Markets, Financial Modeling, Valuation, Asset Managment, Accounting, Insurance, Microsoft Excel, Due Diligence, Lines Of Credit, Finance, Asset Management
Education
Fordham University 2014 — 2016
Investment Managment, Investments and Securities
Montclair State University 2000 — 2005
Buisness administration, Economics/ Finance
worthington estates
worthington kilbourne
TD March 2015 - Present
Wells Fargo Advisors March 2010 - March 2015
MetLife-Securities April 2007 - December 2009
Joseph Stevens January 2006 - March 2007
Skills
Credit, Financial Analysis, Bloomberg, Capital Markets, Financial Modeling, Valuation, Asset Managment, Accounting, Insurance, Microsoft Excel, Due Diligence, Lines Of Credit, Finance, Asset Management
Education
Fordham University 2014 — 2016
Investment Managment, Investments and Securities
Montclair State University 2000 — 2005
Buisness administration, Economics/ Finance
worthington estates
worthington kilbourne
Brian Scerbo's Joseph Stevens Experience February 2005 - January 2006
Job Senior Account Manager at Project One, Inc. (BScerbo@Project1.com)
Industry Information Technology and Services
Experience
Project One, Inc. September 2010 - Present
Summit Brokerage August 2008 - June 2010
Westrock Advisors January 2006 - August 2008
Joseph Stevens February 2005 - January 2006
Skills
Management, Project Management, Business Analysis, Account Management, Business Intelligence, Investments, Scrum, Management Consulting, Mobile Applications, Market Research, Product Management, CSS, CRM, New Business Development, Internet Recruiting, Mergers & Acquisitions, Java, Contract Recruitment, User Experience, Recruiting, SaaS, Technical Recruiting, Outsourcing, Training, Cold Calling, jQuery, C#, Sales Management, PHP, Finance, Mergers, Applicant Tracking..., Analysis, Analytics, SDLC, Consulting
Education
Montclair State University 2001 — 2004
Bachelors, Business Management
Pace University 2000 — 2001
North Arlington High School 1997 — 2000
Project One, Inc. September 2010 - Present
Summit Brokerage August 2008 - June 2010
Westrock Advisors January 2006 - August 2008
Joseph Stevens February 2005 - January 2006
Skills
Management, Project Management, Business Analysis, Account Management, Business Intelligence, Investments, Scrum, Management Consulting, Mobile Applications, Market Research, Product Management, CSS, CRM, New Business Development, Internet Recruiting, Mergers & Acquisitions, Java, Contract Recruitment, User Experience, Recruiting, SaaS, Technical Recruiting, Outsourcing, Training, Cold Calling, jQuery, C#, Sales Management, PHP, Finance, Mergers, Applicant Tracking..., Analysis, Analytics, SDLC, Consulting
Education
Montclair State University 2001 — 2004
Bachelors, Business Management
Pace University 2000 — 2001
North Arlington High School 1997 — 2000
Larry Lopez Larry Lopez's Joseph Stevens Experience May 2001 - December 2004
Job Director of Operations, Aviation at Farmingdale State College
Industry Airlines/Aviation
Experience
Farmingdale State College January 2012 - Present
Farmingdale State College 1998 - January 2012
Joseph Stevens May 2001 - December 2004
Raytheon 1995 - 1997
Skytypers 1990 - 1997
Skills
Aviation, Aircraft, Transportation, Public Speaking, Troubleshooting, Program Management, Risk Management, Inventory Management, Sales Management, Product Management, Series 7, Series 63, Project Planning, Advertising, Cross-functional Team..., Creative Problem Solving, Commercial Aviation
Education
Flight Safety International 1996 — 1996
King Air 300/350 Initial, Aircraft Maintenace
Farmingdale State College
Associate, Applied Science: Aircraft Maintenance Technology
Farmingdale State College January 2012 - Present
Farmingdale State College 1998 - January 2012
Joseph Stevens May 2001 - December 2004
Raytheon 1995 - 1997
Skytypers 1990 - 1997
Skills
Aviation, Aircraft, Transportation, Public Speaking, Troubleshooting, Program Management, Risk Management, Inventory Management, Sales Management, Product Management, Series 7, Series 63, Project Planning, Advertising, Cross-functional Team..., Creative Problem Solving, Commercial Aviation
Education
Flight Safety International 1996 — 1996
King Air 300/350 Initial, Aircraft Maintenace
Farmingdale State College
Associate, Applied Science: Aircraft Maintenance Technology
Bennett Bogard Bennett Bogard's Joseph Stevens Experience April 1996 - April 1998
Job Wealth Management Advisor at Advisors Insurance Group/ Allianz Life of North America
Industry Financial Services
Experience
Advisors Insurance Group/ Allianz Life of North America February 2003 - Present
Dreyfus April 1998 - July 2001
Joseph Stevens April 1996 - April 1998
Education
Farmingdale State College 1992 — 1995
Advisors Insurance Group/ Allianz Life of North America February 2003 - Present
Dreyfus April 1998 - July 2001
Joseph Stevens April 1996 - April 1998
Education
Farmingdale State College 1992 — 1995
James McMahon James McMahon's Joseph Stevens Experience July 2005 - August 2006
Job VP Electronic Desk EMS at ITG
Industry Financial Services
Experience
ITG November 2013 - Present
SunGard Brokerage & Securities Services LLC June 2009 - Present
Lava Electronic Execution Technology @ Citi August 2006 - June 2009
Joseph Stevens July 2005 - August 2006
Pershing Trading Co. February 1997 - July 2005
Citi 1994 - 1997
Waterhouse securities 1993 - 1994
Skills
Equity Trading, Options, Trading, Series 24, Equities, Customer Relations, Algorithms, Electronic Trading, Series 7, Trading Systems, Hedge Funds, Bloomberg, Financial Markets, Series 63, Capital Markets, Market Making, Risk, Order Management, Smart Order Routing, Trading Strategies, Brokerage
Education
State University of New York College at Plattsburgh 1988 — 1992
BS, International Business
ITG November 2013 - Present
SunGard Brokerage & Securities Services LLC June 2009 - Present
Lava Electronic Execution Technology @ Citi August 2006 - June 2009
Joseph Stevens July 2005 - August 2006
Pershing Trading Co. February 1997 - July 2005
Citi 1994 - 1997
Waterhouse securities 1993 - 1994
Skills
Equity Trading, Options, Trading, Series 24, Equities, Customer Relations, Algorithms, Electronic Trading, Series 7, Trading Systems, Hedge Funds, Bloomberg, Financial Markets, Series 63, Capital Markets, Market Making, Risk, Order Management, Smart Order Routing, Trading Strategies, Brokerage
Education
State University of New York College at Plattsburgh 1988 — 1992
BS, International Business
Aaron Scattergood's Joseph Stevens Experience September 2004 - April 2006
Job Sales Consultant at Technosystems Service Corporation
Industry Consumer Goods
Experience
Technosystems Service Corporation June 2015 - Present
Tom Lange Company, Inc. September 2014 - March 2015
Keystone Buckeye Energy LLC July 2014 - September 2014
The M. Mallinger Company February 2013 - June 2014
A&A Organics July 2012 - December 2012
Limitless Resources Inc. December 2011 - April 2012
EVOO November 2010 - September 2011
Casablanca Restauraunt March 2009 - February 2010
The Red House February 2007 - November 2008
Joseph Stevens September 2004 - April 2006
Skills
Start-ups, Cold Calling, Closing Abilities, Sales&Marketing, Revenue Goal/Growth..., Management, Operations Improvement, Technology, Recruiting, Organization, Supply Chain Management, Sourcing, Daily Operations..., New Business Development, Contract Negotiation, Customer Service, Logistics, Negotiation, Purchasing, Sales, Sales Management, Strategic Planning, Team Building, Marketing Strategy, Inventory Management, Pricing, Marketing
Education
State University of New York College of Agriculture and Technology at Morrisville
Social Sciences
Technosystems Service Corporation June 2015 - Present
Tom Lange Company, Inc. September 2014 - March 2015
Keystone Buckeye Energy LLC July 2014 - September 2014
The M. Mallinger Company February 2013 - June 2014
A&A Organics July 2012 - December 2012
Limitless Resources Inc. December 2011 - April 2012
EVOO November 2010 - September 2011
Casablanca Restauraunt March 2009 - February 2010
The Red House February 2007 - November 2008
Joseph Stevens September 2004 - April 2006
Skills
Start-ups, Cold Calling, Closing Abilities, Sales&Marketing, Revenue Goal/Growth..., Management, Operations Improvement, Technology, Recruiting, Organization, Supply Chain Management, Sourcing, Daily Operations..., New Business Development, Contract Negotiation, Customer Service, Logistics, Negotiation, Purchasing, Sales, Sales Management, Strategic Planning, Team Building, Marketing Strategy, Inventory Management, Pricing, Marketing
Education
State University of New York College of Agriculture and Technology at Morrisville
Social Sciences
John Smith's Joseph Stevens Experience September 1996 - November 1999
Job Chief Sales Officer at CareerBuilder
Industry Internet
Experience
CareerBuilder.com October 2012 - Present
CareerBuilder.com October 2007 - October 2012
CareerBuilder.com October 2005 - October 2007
CareerBuilder.com January 2005 - October 2005
CareerBuilder.com August 2003 - December 2004
CareerBuilder.com November 2002 - August 2003
Expanets November 1999 - November 2002
Joseph Stevens September 1996 - November 1999
Skills
Salesforce.com, Lead Generation, Account Management, Online Advertising
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (MBA)
West Virginia University 1991 — 1995
Bachelor of Science (BS)
CareerBuilder.com October 2012 - Present
CareerBuilder.com October 2007 - October 2012
CareerBuilder.com October 2005 - October 2007
CareerBuilder.com January 2005 - October 2005
CareerBuilder.com August 2003 - December 2004
CareerBuilder.com November 2002 - August 2003
Expanets November 1999 - November 2002
Joseph Stevens September 1996 - November 1999
Skills
Salesforce.com, Lead Generation, Account Management, Online Advertising
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (MBA)
West Virginia University 1991 — 1995
Bachelor of Science (BS)
Ed Fine's Joseph Stevens Experience January 2003 - April 2008
Job Experienced Advisor to CEOs and CFO for public and private companies
Industry Investment Banking
Experience
Joseph Stevens January 2003 - April 2008
Skills
Start-ups, Capital Markets, Business Strategy, Management, Investments, Investment Banking, Mergers & Acquisitions, Equities, Finance, Securities, Asset Management, Marketing, Hedge Funds, Corporate Finance, Venture Capital, Accounting, Portfolio Management, Due Diligence, Valuation, Private Placements, IPO
Education
New York University 1960 — 1964
Joseph Stevens January 2003 - April 2008
Skills
Start-ups, Capital Markets, Business Strategy, Management, Investments, Investment Banking, Mergers & Acquisitions, Equities, Finance, Securities, Asset Management, Marketing, Hedge Funds, Corporate Finance, Venture Capital, Accounting, Portfolio Management, Due Diligence, Valuation, Private Placements, IPO
Education
New York University 1960 — 1964
Thomas Gaul's Joseph Stevens Experience 1998 - 1998
Job Senior Account Manager/Lead Recruiter
Industry Staffing and Recruiting
Experience
Major Professional Staffing Firm August 2000 - Present
Wells Management Associates Inc. 1998 - August 2000
Joseph Stevens 1998 - 1998
Andrew Garrett, Inc. 1997 - 1998
Skills
Management, Human Resources, Applicant Tracking..., Interviews, Recruiting, Internet Recruiting, Temporary Placement, Unix, Leadership, Training, Technical Recruiting, Consulting, Resume Writing, Permanent Placement, Information Technology, Vendor Management, Security, Account Management, SDLC, Networking, Staffing Services, Storage, Cold Calling, Social Networking, Business Development, Executive Search, Data Center, IT Strategy, Financial Services, Benefits Negotiation, Sourcing, Banking, Business Intelligence, Negotiation, Talent Acquisition, Windows, Data Analysis, CRM, SaaS, Contract Recruitment
Education
Paramus Catholic High School
College Prep
Seton Hall University
Major Professional Staffing Firm August 2000 - Present
Wells Management Associates Inc. 1998 - August 2000
Joseph Stevens 1998 - 1998
Andrew Garrett, Inc. 1997 - 1998
Skills
Management, Human Resources, Applicant Tracking..., Interviews, Recruiting, Internet Recruiting, Temporary Placement, Unix, Leadership, Training, Technical Recruiting, Consulting, Resume Writing, Permanent Placement, Information Technology, Vendor Management, Security, Account Management, SDLC, Networking, Staffing Services, Storage, Cold Calling, Social Networking, Business Development, Executive Search, Data Center, IT Strategy, Financial Services, Benefits Negotiation, Sourcing, Banking, Business Intelligence, Negotiation, Talent Acquisition, Windows, Data Analysis, CRM, SaaS, Contract Recruitment
Education
Paramus Catholic High School
College Prep
Seton Hall University
Scott Kanvin's Joseph Stevens Experience March 2007 - October 2007
Job Seeking a secure financial future.
Industry Law Enforcement
Experience
NYC DEP Police September 2009 - Present
Salesconx, Inc. January 2008 - March 2009
Joseph Stevens March 2007 - October 2007
Skills
New Business Development, Project Management
Education
Clarion University of Pennsylvania 2002 — 2006
BSBA, Economics
NYC DEP Police September 2009 - Present
Salesconx, Inc. January 2008 - March 2009
Joseph Stevens March 2007 - October 2007
Skills
New Business Development, Project Management
Education
Clarion University of Pennsylvania 2002 — 2006
BSBA, Economics
Richard Crismale's Joseph Stevens Experience May 2000 - May 2001
Job Financial Services Professional
Industry Financial Services
Experience
Standard Bank October 2010 - Present
Millennium Partners, LLC October 2009 - October 2010
Millenium Partners, LLC August 2008 - June 2009
Bear Stearns May 2006 - July 2008
Bear Stearns March 2004 - May 2006
Bear Stearns June 2001 - March 2004
Joseph Stevens May 2000 - May 2001
Skills
Bloomberg, Hedge Funds, Derivatives, Fixed Income, Equities, Trading, Electronic Trading, Trading Systems, Capital Markets, Middle Office, Equity Research, Financial Markets, Valuation, Securities, Financial Analysis, Back Office, Equity Derivatives, Prime Brokerage, Currency, FX trading, Technical Analysis, Financial Services, Foreign Exchange, Equity Trading, Interest Rate..., Equity Valuation, Banking, Bonds, Settlement, SWIFT payments, Confirmation, Money Market, Interest Rate Swaps, Cash, FX Hedging, Microsoft Excel, Funding, Finance, Asset Management, Hedging, Credit Derivatives, Swaps, FX Options, Options
Education
CFA Institute 2009 — 2014
Level 3 Candidate, Passed Level 3 June 2014
Monmouth University 2006 — 2008
MBA, Finance, International Business
Canisius College 1996 — 2000
BS, Finance, Management
Standard Bank October 2010 - Present
Millennium Partners, LLC October 2009 - October 2010
Millenium Partners, LLC August 2008 - June 2009
Bear Stearns May 2006 - July 2008
Bear Stearns March 2004 - May 2006
Bear Stearns June 2001 - March 2004
Joseph Stevens May 2000 - May 2001
Skills
Bloomberg, Hedge Funds, Derivatives, Fixed Income, Equities, Trading, Electronic Trading, Trading Systems, Capital Markets, Middle Office, Equity Research, Financial Markets, Valuation, Securities, Financial Analysis, Back Office, Equity Derivatives, Prime Brokerage, Currency, FX trading, Technical Analysis, Financial Services, Foreign Exchange, Equity Trading, Interest Rate..., Equity Valuation, Banking, Bonds, Settlement, SWIFT payments, Confirmation, Money Market, Interest Rate Swaps, Cash, FX Hedging, Microsoft Excel, Funding, Finance, Asset Management, Hedging, Credit Derivatives, Swaps, FX Options, Options
Education
CFA Institute 2009 — 2014
Level 3 Candidate, Passed Level 3 June 2014
Monmouth University 2006 — 2008
MBA, Finance, International Business
Canisius College 1996 — 2000
BS, Finance, Management
James Meindl's Joseph Stevens Experience January 1998 - March 1999
Job Vice President Equity/Transactions Sales Specialist at Thomson Reuters
Industry Information Services
Experience
Thomson Reuters March 1999 - Present
Bridge Information Systems March 1999 - September 2001
Joseph Stevens January 1998 - March 1999
Lew Lieberbaum & Co January 1992 - December 1997
Commonweath Associates January 1988 - December 1992
Skills
Trading Systems, Building Relationships, Equities, Coaching, Financial Markets, Account Management, Electronic Trading, Salesforce.com, Solution Selling, New Business Development, Market Data, Enterprise Software, Relationship Management, Business Development, Business Analysis, Derivatives, Financial Services, Strategic Partnerships, Vendor Management, Fixed Income, Trading, FX Options, SaaS, CRM, Portfolio Management, Capital Markets, Sales Process, Equity Trading, Analytics, Options
Education
St. Francis College 1980 — 1984
Bachelor of Science (B.S.), Business Management
Archbishop Molloy High School
Thomson Reuters March 1999 - Present
Bridge Information Systems March 1999 - September 2001
Joseph Stevens January 1998 - March 1999
Lew Lieberbaum & Co January 1992 - December 1997
Commonweath Associates January 1988 - December 1992
Skills
Trading Systems, Building Relationships, Equities, Coaching, Financial Markets, Account Management, Electronic Trading, Salesforce.com, Solution Selling, New Business Development, Market Data, Enterprise Software, Relationship Management, Business Development, Business Analysis, Derivatives, Financial Services, Strategic Partnerships, Vendor Management, Fixed Income, Trading, FX Options, SaaS, CRM, Portfolio Management, Capital Markets, Sales Process, Equity Trading, Analytics, Options
Education
St. Francis College 1980 — 1984
Bachelor of Science (B.S.), Business Management
Archbishop Molloy High School
Wade Swain's Joseph Stevens Experience June 1995 - December 1995
Job Territory Sales Manager at Scotts Lawn Service
Industry Management Consulting
Experience
Scotts Lawn Service February 2013 - Present
JacobRobert. LLC January 2005 - April 2015
Domestic Securities July 2003 - August 2004
Youth Alert Wall NJ June 2002 - August 2003
Datek Online August 1998 - January 2002
HJ Meyers and Co Edison NJ and NYC July 1996 - August 1998
AS Goldman and Co December 1995 - July 1996
Joseph Stevens June 1995 - December 1995
Skills
Sales, Finance, Trading, Sales Management, Start-ups, Mutual Funds, Series 7, Bonds, Funding, Negotiation
Education
Coastal Carolina University 1993 — 1995
Finance
Coastal Carolina University 1993 — 1995
finance/management
Scotts Lawn Service February 2013 - Present
JacobRobert. LLC January 2005 - April 2015
Domestic Securities July 2003 - August 2004
Youth Alert Wall NJ June 2002 - August 2003
Datek Online August 1998 - January 2002
HJ Meyers and Co Edison NJ and NYC July 1996 - August 1998
AS Goldman and Co December 1995 - July 1996
Joseph Stevens June 1995 - December 1995
Skills
Sales, Finance, Trading, Sales Management, Start-ups, Mutual Funds, Series 7, Bonds, Funding, Negotiation
Education
Coastal Carolina University 1993 — 1995
Finance
Coastal Carolina University 1993 — 1995
finance/management
Alex Reznik's Joseph Stevens Experience February 2005 - September 2006
Job Equity Trader & Class B Member
Industry Financial Services
Experience
T3 Trading Group, LLC May 2013 - Present
T3 Trading Group, LLC May 2010 - May 2013
SunGard Global Trading (Assent, LLC) April 2007 - May 2010
Maxim Group September 2006 - February 2007
Joseph Stevens February 2005 - September 2006
Skills
Trading Strategies, Equity Trading, Options, Trading, Equities, Hedge Funds, Trading Systems, Series 7, Proprietary Trading, Electronic Trading, Securities, Series 63, Training, Equity Derivatives, Financial Markets, Technical Analysis, Bloomberg, Financial Analysis, Investments, Portfolio Management, Capital Markets
Education
Brooklyn College 2003 — 2006
Biology/Biological Sciences, General
T3 Trading Group, LLC May 2013 - Present
T3 Trading Group, LLC May 2010 - May 2013
SunGard Global Trading (Assent, LLC) April 2007 - May 2010
Maxim Group September 2006 - February 2007
Joseph Stevens February 2005 - September 2006
Skills
Trading Strategies, Equity Trading, Options, Trading, Equities, Hedge Funds, Trading Systems, Series 7, Proprietary Trading, Electronic Trading, Securities, Series 63, Training, Equity Derivatives, Financial Markets, Technical Analysis, Bloomberg, Financial Analysis, Investments, Portfolio Management, Capital Markets
Education
Brooklyn College 2003 — 2006
Biology/Biological Sciences, General
Andy Ramnanan's Joseph Stevens Experience May 2006 - November 2007
Job Audit in Charge at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte January 2011 - October 2014
Merrill Lynch November 2007 - February 2009
Joseph Stevens May 2006 - November 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Financial Reporting, Stock Market, Commodity Markets, External Audit, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Auditing, Accounting, GAAP
Education
Monroe College 2009 — 2010
Bachelor of Science (B.S.), Public Accounting
Purchase College, SUNY 2003 — 2005
Bachelor of Arts (B.A.), Mathematics and Computer Science
Deloitte January 2011 - October 2014
Merrill Lynch November 2007 - February 2009
Joseph Stevens May 2006 - November 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Financial Reporting, Stock Market, Commodity Markets, External Audit, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Auditing, Accounting, GAAP
Education
Monroe College 2009 — 2010
Bachelor of Science (B.S.), Public Accounting
Purchase College, SUNY 2003 — 2005
Bachelor of Arts (B.A.), Mathematics and Computer Science
Lisa Ilaria's Joseph Stevens Experience September 1999 - August 2001
Job Business Operations at Digital Surroundings
Industry Information Technology and Services
Experience
Digital Surroundings June 2006 - Present
Primedia - New Homes Guide 2002 - 2006
Joseph Stevens September 1999 - August 2001
Oscar Gruss & Son Inc - PCG 1998 - 1999
Ladenburg Thalmann 1997 - 1998
Rickel & Associates, Inc. 1993 - 1997
Skills
Process Improvement, Investment Banking, Microsoft Office, Customer Service, Vendor Relationships, Corporate Finance, Account Management, Strategic Planning, Analysis, Team Building, Project Planning, Inventory Management, Logistics, Accounting, Coordination, Purchasing Processes, Project Management, Microsoft Excel, Microsoft Word, Microsoft Project, Lotus, Project Coordination, Cross-functional...
Education
Kean University
Bachelor of Science (BS), Accounting
Digital Surroundings June 2006 - Present
Primedia - New Homes Guide 2002 - 2006
Joseph Stevens September 1999 - August 2001
Oscar Gruss & Son Inc - PCG 1998 - 1999
Ladenburg Thalmann 1997 - 1998
Rickel & Associates, Inc. 1993 - 1997
Skills
Process Improvement, Investment Banking, Microsoft Office, Customer Service, Vendor Relationships, Corporate Finance, Account Management, Strategic Planning, Analysis, Team Building, Project Planning, Inventory Management, Logistics, Accounting, Coordination, Purchasing Processes, Project Management, Microsoft Excel, Microsoft Word, Microsoft Project, Lotus, Project Coordination, Cross-functional...
Education
Kean University
Bachelor of Science (BS), Accounting
Joseph Lentine's Joseph Stevens Experience January 2003 - January 2004
Job AVP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2013 - Present
Citi January 2008 - July 2013
Merrill Lynch January 2004 - January 2005
Joseph Stevens January 2003 - January 2004
Education
Lehigh University 2000 — 2003
Bachelor's degree, Finance, General
Bank of America Merrill Lynch August 2013 - Present
Citi January 2008 - July 2013
Merrill Lynch January 2004 - January 2005
Joseph Stevens January 2003 - January 2004
Education
Lehigh University 2000 — 2003
Bachelor's degree, Finance, General