Ladenburg Thalmann
Industry: Investment banking company
DescriptionLadenburg Thalmann Financial Services, a NYSE MKT-listed company, is a diversified financial services company with two primary business lines: one is independent brokerage and advisory, and the other is investment banking and capital markets. CEO: Richard J. Lampen Founded: 1876, New York City, NY Headquarters: Miami, FL VP: Doug Baxley Subsidiaries: SECURITIES AMERICA INC, Ladenburg Thalmann & Co. Inc., Research Division, Ladenburg Thalmann Europe, Ltd. Parent organizations: Vector Group, Litho Supplies
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Ladenburg Thalmann Employees
Employee
Years
Job
Industry
Jaimie M. Blackman, M.S.Ed., CWS® Jaimie M. Blackman, M.S.Ed., CWS®'s Ladenburg Thalmann Experience January 2000 - February 2002
Job President, BH Wealth Management
Industry Financial Services
Experience
BH Wealth Mangement March 2009 - Present
UBS Wealth Management August 2002 - March 2009
Ladenburg Thalmann January 2000 - February 2002
Media Solutions April 1989 - December 2000
Skills
Wealth Management, Finance, Investments, Financial Advisory, Strategic Planning, Securities, Investment Advisory, Retirement, Wealth Management..., Wealth, Estate Planning, Retirement Planning, Asset Allocation, Asset Management, FINRA, Financial Services, Financial Planning
Education
City University of New York-Queens College
MS, Education
BH Wealth Mangement March 2009 - Present
UBS Wealth Management August 2002 - March 2009
Ladenburg Thalmann January 2000 - February 2002
Media Solutions April 1989 - December 2000
Skills
Wealth Management, Finance, Investments, Financial Advisory, Strategic Planning, Securities, Investment Advisory, Retirement, Wealth Management..., Wealth, Estate Planning, Retirement Planning, Asset Allocation, Asset Management, FINRA, Financial Services, Financial Planning
Education
City University of New York-Queens College
MS, Education
Patrick Murtagh Patrick Murtagh's Ladenburg Thalmann Experience 1999 - 2001
Job Marco Island Luxury Property Specialist at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker December 2014 - Present
Oneir Realty of Southwest Florida June 2014 - December 2014
5th Avenue real estate December 2011 - June 2014
Newbridge Securities February 2010 - June 2011
vFinance January 2002 - January 2009
Ladenburg Thalmann 1999 - 2001
Dalton Kent 1998 - 1999
Skills
Business Development, Luxury, High Net Worth..., Real Estate, Selling, Investments, Real Estate Financing, Commercial Real Estate, Financial Markets, Brokerage, Mortgage Lending, Finance, Asset Management, Investment Properties, Portfolio Management, Real Estate Economics, Investment Strategies, Valuation, Refinance, Due Diligence, Property, Financial Structuring, Residential Mortgages, Appraisals, Investors, International Real..., Commercial Mortgages, Real Estate Transactions, Rentals, Real Estate License, Disposition, Real Estate Development, Leases, FHA, Land Acquisition, Apartments, Real Property, REO, Buyers, Referrals, Landlords, Tenant, Townhomes, Seniors, Lease Negotiations, Foreclosures, Corporate Real Estate, 1031 Exchanges, Certified Mortgage..., Home Staging
Education
Northeastern University
Finance
Suffern High School
Coldwell Banker December 2014 - Present
Oneir Realty of Southwest Florida June 2014 - December 2014
5th Avenue real estate December 2011 - June 2014
Newbridge Securities February 2010 - June 2011
vFinance January 2002 - January 2009
Ladenburg Thalmann 1999 - 2001
Dalton Kent 1998 - 1999
Skills
Business Development, Luxury, High Net Worth..., Real Estate, Selling, Investments, Real Estate Financing, Commercial Real Estate, Financial Markets, Brokerage, Mortgage Lending, Finance, Asset Management, Investment Properties, Portfolio Management, Real Estate Economics, Investment Strategies, Valuation, Refinance, Due Diligence, Property, Financial Structuring, Residential Mortgages, Appraisals, Investors, International Real..., Commercial Mortgages, Real Estate Transactions, Rentals, Real Estate License, Disposition, Real Estate Development, Leases, FHA, Land Acquisition, Apartments, Real Property, REO, Buyers, Referrals, Landlords, Tenant, Townhomes, Seniors, Lease Negotiations, Foreclosures, Corporate Real Estate, 1031 Exchanges, Certified Mortgage..., Home Staging
Education
Northeastern University
Finance
Suffern High School
Tyler Broek Tyler Broek's Ladenburg Thalmann Experience 2013 - Present
Job Ladenburg Thalmann Financial Services
Industry Financial Services
Experience
Ladenburg Thalmann 2013 - Present
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Wealth Management, Economics, Customer Service, Public Speaking
Education
Nova Southeastern University 2010 — 2013
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Florida Atlantic University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Ladenburg Thalmann 2013 - Present
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Wealth Management, Economics, Customer Service, Public Speaking
Education
Nova Southeastern University 2010 — 2013
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Florida Atlantic University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Alexa Walker Alexa Walker's Ladenburg Thalmann Experience June 2014 - August 2014
Job Sales Executive at Malibu Design Group
Industry Apparel & Fashion
Experience
Malibu Design Group May 2015 - Present
Jansen Sports Management January 2015 - April 2015
MKTG INC April 2014 - April 2015
Ladenburg Thalmann June 2014 - August 2014
Gulfside Regional Hospice May 2012 - August 2012
Tumble Tech Allstars May 2012 - August 2012
Skills
Social Media, Public Speaking, Microsoft Office, Public Relations, PowerPoint, Leadership, Organization, Facebook, Teamwork, Marketing, Social Networking, Event Planning, Social Media Marketing, Microsoft Word, Customer Service
Education
Florida State University 2011 — 2015
Bachelor of Science (B.S.), Marketing and Professional Sales, 3.0
Malibu Design Group May 2015 - Present
Jansen Sports Management January 2015 - April 2015
MKTG INC April 2014 - April 2015
Ladenburg Thalmann June 2014 - August 2014
Gulfside Regional Hospice May 2012 - August 2012
Tumble Tech Allstars May 2012 - August 2012
Skills
Social Media, Public Speaking, Microsoft Office, Public Relations, PowerPoint, Leadership, Organization, Facebook, Teamwork, Marketing, Social Networking, Event Planning, Social Media Marketing, Microsoft Word, Customer Service
Education
Florida State University 2011 — 2015
Bachelor of Science (B.S.), Marketing and Professional Sales, 3.0
Ken Luckinbill Ken Luckinbill's Ladenburg Thalmann Experience February 2015 - Present
Job Director, Internal Audit
Industry Financial Services
Experience
Ladenburg Thalmann February 2015 - Present
Deeb Realty March 2013 - Present
Securities America July 2008 - January 2015
TD Ameritrade October 1998 - March 2008
Baker's Supermarkets 1988 - 1998
Skills
Series 7, Securities, Series 24, FINRA, Series 63, AML, Real Estate, Private Pilot, Instrument Rating, Series 66, Compliance, Risk, Enterprise Risk...
Education
Bellevue University 1999 — 2001
BS
Ladenburg Thalmann February 2015 - Present
Deeb Realty March 2013 - Present
Securities America July 2008 - January 2015
TD Ameritrade October 1998 - March 2008
Baker's Supermarkets 1988 - 1998
Skills
Series 7, Securities, Series 24, FINRA, Series 63, AML, Real Estate, Private Pilot, Instrument Rating, Series 66, Compliance, Risk, Enterprise Risk...
Education
Bellevue University 1999 — 2001
BS
Nicole P. Williams Nicole P. Williams's Ladenburg Thalmann Experience 1997 - 1998
Job Global Director of Revenue at Cornerstone OnDemand
Industry Capital Markets
Experience
AllianceBernstein LLC June 2007 - December 2012
Credit Suisse April 2006 - May 2007
Deutsche Bank Securities August 2000 - March 2006
UGO Networks 1999 - 2000
Office of Michael Ovitz/Artist Management Group/CKE Associates 1998 - 2000
Ladenburg Thalmann 1997 - 1998
Gerard Klauer Mattison & Co. 1996 - 1997
Skills
Equity Trading, Mutual Funds, Asset Management, ECM, Equity Syndicate..., Equity Capital Markets, Capital Markets..., International Capital..., Equities, Capital Markets, Syndicate, Asset Managment, Six Sigma, Investment Banking, Investments, Portfolio Management, Investor Relations, IPO, Securities, Trading, Private Placements, Hedge Funds, Valuation, Fixed Income, Equity Research, Bloomberg, Alternative Investments, Equity Derivatives, Investment Management
Education
Lafayette College
Bachelor of Arts (BA)
Chadwick Highschool
AllianceBernstein LLC June 2007 - December 2012
Credit Suisse April 2006 - May 2007
Deutsche Bank Securities August 2000 - March 2006
UGO Networks 1999 - 2000
Office of Michael Ovitz/Artist Management Group/CKE Associates 1998 - 2000
Ladenburg Thalmann 1997 - 1998
Gerard Klauer Mattison & Co. 1996 - 1997
Skills
Equity Trading, Mutual Funds, Asset Management, ECM, Equity Syndicate..., Equity Capital Markets, Capital Markets..., International Capital..., Equities, Capital Markets, Syndicate, Asset Managment, Six Sigma, Investment Banking, Investments, Portfolio Management, Investor Relations, IPO, Securities, Trading, Private Placements, Hedge Funds, Valuation, Fixed Income, Equity Research, Bloomberg, Alternative Investments, Equity Derivatives, Investment Management
Education
Lafayette College
Bachelor of Arts (BA)
Chadwick Highschool
Evan L Fisher Evan L Fisher's Ladenburg Thalmann Experience August 2010 - August 2012
Job MPAFinance Candidate at NYU Wagner
Industry Venture Capital & Private Equity
Experience
Epic Foundation May 2015 - August 2015
DRÆM VENTURES April 2014 - August 2014
Ladenburg Thalmann August 2010 - August 2012
Praxis Language May 2009 - August 2009
Skills
International Relations, Valuation, Investment Banking, Business Development, Mergers & Acquisitions, Finance, Due Diligence, Financial Modeling, Equities, Analysis, Private Placements, Private Equity, Venture Capital, Capital Markets, DCF
Education
NYU Robert F. Wagner Graduate School of Public Service 2014 — 2016
Master of Public Administration (MPA)
University of Wisconsin-Madison 2006 — 2010
Bachelor of Science (B.S.)
East China Normal University 2009 — 2009
China in a Global Context Program (Shanghai, China)
Epic Foundation May 2015 - August 2015
DRÆM VENTURES April 2014 - August 2014
Ladenburg Thalmann August 2010 - August 2012
Praxis Language May 2009 - August 2009
Skills
International Relations, Valuation, Investment Banking, Business Development, Mergers & Acquisitions, Finance, Due Diligence, Financial Modeling, Equities, Analysis, Private Placements, Private Equity, Venture Capital, Capital Markets, DCF
Education
NYU Robert F. Wagner Graduate School of Public Service 2014 — 2016
Master of Public Administration (MPA)
University of Wisconsin-Madison 2006 — 2010
Bachelor of Science (B.S.)
East China Normal University 2009 — 2009
China in a Global Context Program (Shanghai, China)
Stephen Alves Stephen Alves's Ladenburg Thalmann Experience 2003 - 2005
Job Early & Growth Stage Company Finance & Operations Professional
Industry Computer Software
Experience
One Public April 2011 - November 2013
Telephony Media – Authnetic, Inc December 2010 - December 2012
One Public July 2010 - March 2011
Lapis Digital March 2007 - June 2010
Ladenburg Thalmann 2003 - 2005
Skills
Financial Modeling, Start-ups, Finance, Forecasting, Budgets, Risk Management, Financial Analysis, Mobile Devices, Analytics, Marketing, Management, Strategy, Financial Reporting, Digital Marketing, Facebook, Business Intelligence, Business Development, Social Networking, Corporate Finance, Project Management, Project Delivery, Software Project..., Entrepreneurship, Business Strategy, Venture Capital
Education
Penn State University 1998 — 2003
Bachelor of Science (B.S.), Finance
Xavier High School 1994 — 1998
High School Diploma
One Public April 2011 - November 2013
Telephony Media – Authnetic, Inc December 2010 - December 2012
One Public July 2010 - March 2011
Lapis Digital March 2007 - June 2010
Ladenburg Thalmann 2003 - 2005
Skills
Financial Modeling, Start-ups, Finance, Forecasting, Budgets, Risk Management, Financial Analysis, Mobile Devices, Analytics, Marketing, Management, Strategy, Financial Reporting, Digital Marketing, Facebook, Business Intelligence, Business Development, Social Networking, Corporate Finance, Project Management, Project Delivery, Software Project..., Entrepreneurship, Business Strategy, Venture Capital
Education
Penn State University 1998 — 2003
Bachelor of Science (B.S.), Finance
Xavier High School 1994 — 1998
High School Diploma
Daniel J. Franzese's Ladenburg Thalmann Experience 2010 - Present
Job Managing Director at Ladenburg Thalmann & Co. Inc.
Industry Capital Markets
Experience
Ladenburg Thalmann 2010 - Present
Noble Financial 2007 - 2010
H.C. Wainwright 2005 - 2007
RBC Capital Markets (and prior firms) 1995 - 2005
Education
Indiana University Bloomington 1985 — 1989
B.A., Economics, Italian
Ladenburg Thalmann 2010 - Present
Noble Financial 2007 - 2010
H.C. Wainwright 2005 - 2007
RBC Capital Markets (and prior firms) 1995 - 2005
Education
Indiana University Bloomington 1985 — 1989
B.A., Economics, Italian
Frantron Green Frantron Green's Ladenburg Thalmann Experience May 2011 - August 2011
Job Financial Analyst at Bayview Asset Management, LLC
Industry Financial Services
Experience
Bayview Asset Management, LLC July 2015 - Present
Bayview Asset Management, LLC July 2014 - July 2015
Hamilton College ITS Help Desk August 2011 - July 2015
Bank of America June 2013 - August 2013
Priority Capital Management September 2012 - December 2012
Ladenburg Thalmann May 2011 - August 2011
Skills
Stata, Python, C++, Capital Markets, Research, PowerPoint, Microsoft Office, Microsoft Excel, Economics, Public Speaking, Analysis, Microsoft Word, Statistics, Quantitative Analytics, Capital IQ, OS X, Visual Basic, Facebook, Data Analysis
Education
Hamilton College 2010 — 2014
Bachelor of Arts, Economics
Miami Lakes Educational Center 2006 — 2010
International Business and Marketing
2015 Level I Candidate in the CFA Program
Bayview Asset Management, LLC July 2015 - Present
Bayview Asset Management, LLC July 2014 - July 2015
Hamilton College ITS Help Desk August 2011 - July 2015
Bank of America June 2013 - August 2013
Priority Capital Management September 2012 - December 2012
Ladenburg Thalmann May 2011 - August 2011
Skills
Stata, Python, C++, Capital Markets, Research, PowerPoint, Microsoft Office, Microsoft Excel, Economics, Public Speaking, Analysis, Microsoft Word, Statistics, Quantitative Analytics, Capital IQ, OS X, Visual Basic, Facebook, Data Analysis
Education
Hamilton College 2010 — 2014
Bachelor of Arts, Economics
Miami Lakes Educational Center 2006 — 2010
International Business and Marketing
2015 Level I Candidate in the CFA Program
Tanner James's Ladenburg Thalmann Experience June 2014 - Present
Job Equity Research Associate at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann June 2014 - Present
State Farm May 2013 - August 2013
Laclede Energy Resources June 2012 - August 2012
Skills
Financial Accounting, Financial Analysis, Corporate Finance, Economics, Microsoft Excel, Microsoft Office, Marketing, Finance, Accounting, Research
Education
Oklahoma Wesleyan University 2011 — 2014
Bachelor of Science (B.S.), Financial Economics
Ladenburg Thalmann June 2014 - Present
State Farm May 2013 - August 2013
Laclede Energy Resources June 2012 - August 2012
Skills
Financial Accounting, Financial Analysis, Corporate Finance, Economics, Microsoft Excel, Microsoft Office, Marketing, Finance, Accounting, Research
Education
Oklahoma Wesleyan University 2011 — 2014
Bachelor of Science (B.S.), Financial Economics
Michael Meglio Michael Meglio's Ladenburg Thalmann Experience September 2013 - December 2013
Job Equity Trader at Watermill Institutional Trading
Industry Financial Services
Experience
Watermill Institutional Trading December 2013 - Present
Ladenburg Thalmann September 2013 - December 2013
Revere Securities Corp. July 2013 - September 2013
Elon Interfraternity Council November 2011 - February 2013
Sumitomo Mitsui Banking Corporation June 2012 - August 2012
The Provident Bank May 2011 - August 2011
Skills
Financial Analysis, Credit Analysis, Loans, Access, PowerPoint, Microsoft Word, Horizon, Final Cut Pro, Microsoft Excel, Credit, Sales, Bloomberg
Education
Elon University 2009 — 2013
Bachelor of Science (B.S.), Finance
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance Major, Accounting Minor
Watermill Institutional Trading December 2013 - Present
Ladenburg Thalmann September 2013 - December 2013
Revere Securities Corp. July 2013 - September 2013
Elon Interfraternity Council November 2011 - February 2013
Sumitomo Mitsui Banking Corporation June 2012 - August 2012
The Provident Bank May 2011 - August 2011
Skills
Financial Analysis, Credit Analysis, Loans, Access, PowerPoint, Microsoft Word, Horizon, Final Cut Pro, Microsoft Excel, Credit, Sales, Bloomberg
Education
Elon University 2009 — 2013
Bachelor of Science (B.S.), Finance
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance Major, Accounting Minor
Jonathon Lamberto's Ladenburg Thalmann Experience September 2001 - July 2006
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase 2006 - 2007
Ladenburg Thalmann September 2001 - July 2006
Skills
Series 7, Securities, Equities, Investments, Series 63, Mutual Funds, Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Investment Banking, Bloomberg
Education
Boston University
Bachelor of Arts (B.A.), International Relations and Affairs
JPMorgan Chase 2006 - 2007
Ladenburg Thalmann September 2001 - July 2006
Skills
Series 7, Securities, Equities, Investments, Series 63, Mutual Funds, Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Investment Banking, Bloomberg
Education
Boston University
Bachelor of Arts (B.A.), International Relations and Affairs
Poonam Vaidya Poonam Vaidya's Ladenburg Thalmann Experience April 2007 - December 2008
Job Business Valuation
Industry Accounting
Experience
Maxim Valuations Inc April 2014 - Present
Marcum LLP August 2013 - April 2014
Crowe Horwath LLP March 2009 - August 2013
Ladenburg Thalmann April 2007 - December 2008
Morrison, Brown, Argiz & Farra, LLC August 1996 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, English, Leadership, Training, Management, Business Strategy, Mergers
Education
University of Wisconsin-Madison 1994 — 1996
Master of Science (M.S.), Finance, Investment & Banking
Jamnalal Bajaj Institute of Management Studies 1980 — 1982
Master of Management Studies, Marketing Management
Sydenham College of Commerce & Economics 1977 — 1980
Bachelor of Commerce (B.Com.), Accounting & Auditing
Maxim Valuations Inc April 2014 - Present
Marcum LLP August 2013 - April 2014
Crowe Horwath LLP March 2009 - August 2013
Ladenburg Thalmann April 2007 - December 2008
Morrison, Brown, Argiz & Farra, LLC August 1996 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, English, Leadership, Training, Management, Business Strategy, Mergers
Education
University of Wisconsin-Madison 1994 — 1996
Master of Science (M.S.), Finance, Investment & Banking
Jamnalal Bajaj Institute of Management Studies 1980 — 1982
Master of Management Studies, Marketing Management
Sydenham College of Commerce & Economics 1977 — 1980
Bachelor of Commerce (B.Com.), Accounting & Auditing
Heather deCastro, LMSW Heather deCastro, LMSW's Ladenburg Thalmann Experience January 2000 - May 2004
Job Therapist and Psychoanalytic Fellow: Specializing in Stress Management, Relationships, and Career Goals
Industry Mental Health Care
Experience
Training Institute for Mental Health September 2012 - Present
Fordham University July 2014 - Present
Actors Fund, September 2008 - August 2009
Murry Bergtraum High School September 2007 - May 2008
Ladenburg Thalmann January 2000 - May 2004
Skills
Psychoanalytic..., TF-CBT, Psychology, Family Therapy, Psychodynamic..., Psychotherapy, Life Transitions, Mindfulness, Play Therapy, Clinical Supervision, Self-esteem, Psychological Assessment, Therapists, Post Traumatic Stress, Treatment, Psychoanalysis, Stress Management, Treatment of depression, Motivational..., Mental Health Counseling, Communication, Educational Leadership, Mindfulness-based..., Quality Patient Care, Report Writing
Education
Training Institute for Mental Health 2012 — 2016
Certificate in Psychoanalysis
NYU Silver School of Social Work 2007 — 2011
Master of Social Work (MSW), Clinical Practice
Rutgers University
Psychology
Training Institute for Mental Health September 2012 - Present
Fordham University July 2014 - Present
Actors Fund, September 2008 - August 2009
Murry Bergtraum High School September 2007 - May 2008
Ladenburg Thalmann January 2000 - May 2004
Skills
Psychoanalytic..., TF-CBT, Psychology, Family Therapy, Psychodynamic..., Psychotherapy, Life Transitions, Mindfulness, Play Therapy, Clinical Supervision, Self-esteem, Psychological Assessment, Therapists, Post Traumatic Stress, Treatment, Psychoanalysis, Stress Management, Treatment of depression, Motivational..., Mental Health Counseling, Communication, Educational Leadership, Mindfulness-based..., Quality Patient Care, Report Writing
Education
Training Institute for Mental Health 2012 — 2016
Certificate in Psychoanalysis
NYU Silver School of Social Work 2007 — 2011
Master of Social Work (MSW), Clinical Practice
Rutgers University
Psychology
Patrick L. Caliva's Ladenburg Thalmann Experience August 2013 - December 2013
Job Independent Oil & Gas Landman
Industry Oil & Energy
Experience
Indpendent Landman January 2014 - Present
Ladenburg Thalmann August 2013 - December 2013
Skills
PowerPoint, Microsoft Office, Social Media, Public Speaking
Education
Louisiana State University
Bachelor's Degree
Indpendent Landman January 2014 - Present
Ladenburg Thalmann August 2013 - December 2013
Skills
PowerPoint, Microsoft Office, Social Media, Public Speaking
Education
Louisiana State University
Bachelor's Degree
Erick Weber Erick Weber's Ladenburg Thalmann Experience 1997 - 2002
Job Implementation Specialist/Project Manager
Industry Capital Markets
Experience
SunGard November 2013 - Present
Knight Capital Group June 2007 - February 2013
Citigroup-Lava Trading April 2006 - June 2007
Pershing, a BNY Mellon company May 2004 - April 2006
Sungard BRASS 2002 - 2004
Ladenburg Thalmann 1997 - 2002
Arnhold & S. Bleichroeder, Inc. September 1995 - April 1997
Troster Singer, A Division of Spear, Leeds and Kellogg 1997 - 1997
Whale Securities 1994 - 1995
Laidlaw Equities 1993 - 1994
Skills
Trading, Equities, Buy-side, Electronic Trading, Equity Trading, Project Implementation, Options, Salesforce.com, Capital Markets, Hedge Funds, Financial Services, Securities, Market Data, Series 7, Trading Systems, Fixed Income, Bloomberg, Derivatives, Financial Markets, Equity Derivatives, Proprietary Trading, Trading Strategies, ETFs, Prime Brokerage, FINRA, Middle Office, Series 63, Low Latency, FX trading, Securities Lending, FX Options, Exchange Connectivity, Business Analysis, Finance, Relationship Management
Education
Manhattanville College 1987 — 1991
Bachelor of Arts Economics, Certificate in Finance
SunGard November 2013 - Present
Knight Capital Group June 2007 - February 2013
Citigroup-Lava Trading April 2006 - June 2007
Pershing, a BNY Mellon company May 2004 - April 2006
Sungard BRASS 2002 - 2004
Ladenburg Thalmann 1997 - 2002
Arnhold & S. Bleichroeder, Inc. September 1995 - April 1997
Troster Singer, A Division of Spear, Leeds and Kellogg 1997 - 1997
Whale Securities 1994 - 1995
Laidlaw Equities 1993 - 1994
Skills
Trading, Equities, Buy-side, Electronic Trading, Equity Trading, Project Implementation, Options, Salesforce.com, Capital Markets, Hedge Funds, Financial Services, Securities, Market Data, Series 7, Trading Systems, Fixed Income, Bloomberg, Derivatives, Financial Markets, Equity Derivatives, Proprietary Trading, Trading Strategies, ETFs, Prime Brokerage, FINRA, Middle Office, Series 63, Low Latency, FX trading, Securities Lending, FX Options, Exchange Connectivity, Business Analysis, Finance, Relationship Management
Education
Manhattanville College 1987 — 1991
Bachelor of Arts Economics, Certificate in Finance
Colleen R Murdock Colleen R Murdock's Ladenburg Thalmann Experience August 1994 - February 1997
Job Private Banking at J.P. Morgan
Industry Financial Services
Experience
Bank of America November 2012 - June 2014
Merrill Lynch 2010 - 2012
W.H. Reaves August 2008 - December 2009
Sidel Group/HKC Securities,Inc. February 1997 - March 2008
Ladenburg Thalmann August 1994 - February 1997
Prudential Securities February 1990 - August 1994
Skills
Series 7, Trading, Hedge Funds, Mutual Funds, Equities, Securities, Investments, Series 63, Uniform Combined State..., Wealth Management, Portfolio Management, FINRA, Asset Managment, Strategic Financial..., Retirement Planning, Equity Trading, Banking, Options, 401k, Asset Allocation
Education
Pace University
BA, Organizational Communication
Holy Family Academy
Bank of America November 2012 - June 2014
Merrill Lynch 2010 - 2012
W.H. Reaves August 2008 - December 2009
Sidel Group/HKC Securities,Inc. February 1997 - March 2008
Ladenburg Thalmann August 1994 - February 1997
Prudential Securities February 1990 - August 1994
Skills
Series 7, Trading, Hedge Funds, Mutual Funds, Equities, Securities, Investments, Series 63, Uniform Combined State..., Wealth Management, Portfolio Management, FINRA, Asset Managment, Strategic Financial..., Retirement Planning, Equity Trading, Banking, Options, 401k, Asset Allocation
Education
Pace University
BA, Organizational Communication
Holy Family Academy
Adam Pollock's Ladenburg Thalmann Experience October 1998 - January 2002
Job Director of New Business Development at Cosmetic Industries, Inc.
Industry Cosmetics
Experience
Cosmetic Industries, Inc April 2010 - Present
Barielle Sales Corp. April 2003 - April 2010
Bank of America January 2002 - April 2003
Ladenburg Thalmann October 1998 - January 2002
Skills
Start-ups, Product Development, E-commerce, SEO, Cross-functional Team..., New Business Development, Marketing, Entrepreneurship, Integrated Marketing, Management, Social Networking, Retail, Pricing, Social Media, Sales, Marketing Strategy
Education
Indiana University - Kelley School of Business 1994 — 1998
Bachelor of Science, Finance
Roslyn High School 1990 — 1994
Cosmetic Industries, Inc April 2010 - Present
Barielle Sales Corp. April 2003 - April 2010
Bank of America January 2002 - April 2003
Ladenburg Thalmann October 1998 - January 2002
Skills
Start-ups, Product Development, E-commerce, SEO, Cross-functional Team..., New Business Development, Marketing, Entrepreneurship, Integrated Marketing, Management, Social Networking, Retail, Pricing, Social Media, Sales, Marketing Strategy
Education
Indiana University - Kelley School of Business 1994 — 1998
Bachelor of Science, Finance
Roslyn High School 1990 — 1994
Ariel Schochet's Ladenburg Thalmann Experience May 2009 - December 2009
Job SSEA Consulting
Industry Financial Services
Experience
SSEA Consulting April 2011 - Present
Height Analytics January 2010 - April 2011
Ladenburg Thalmann May 2009 - December 2009
Omega Advisors September 2008 - April 2009
Fortress Investment Group August 2007 - March 2008
Gardening Leave August 2006 - August 2007
Citadel Investment Group October 2003 - August 2006
Millennium Partners March 2002 - October 2003
Highline Capital November 2000 - March 2002
Credit Suisse November 1999 - November 2000
Skills
Bloomberg, Valuation, Investments, Strategic Planning, Risk Management, Finance, Portfolio Management, Financial Services, Hedge Funds, Banking, Equities, Trading, Equity Research, Alternative Investments, Capital Markets, Financial Modeling, Asset Management, Investment Banking, Financial Analysis, Management
Education
Brandeis University 1994 — 1996
Master's Degree, International Economics and Finance
Brandeis University 1991 — 1995
Bachelor's Degree, Economics
SSEA Consulting April 2011 - Present
Height Analytics January 2010 - April 2011
Ladenburg Thalmann May 2009 - December 2009
Omega Advisors September 2008 - April 2009
Fortress Investment Group August 2007 - March 2008
Gardening Leave August 2006 - August 2007
Citadel Investment Group October 2003 - August 2006
Millennium Partners March 2002 - October 2003
Highline Capital November 2000 - March 2002
Credit Suisse November 1999 - November 2000
Skills
Bloomberg, Valuation, Investments, Strategic Planning, Risk Management, Finance, Portfolio Management, Financial Services, Hedge Funds, Banking, Equities, Trading, Equity Research, Alternative Investments, Capital Markets, Financial Modeling, Asset Management, Investment Banking, Financial Analysis, Management
Education
Brandeis University 1994 — 1996
Master's Degree, International Economics and Finance
Brandeis University 1991 — 1995
Bachelor's Degree, Economics
Craig Escobar Craig Escobar's Ladenburg Thalmann Experience September 2001 - April 2009
Job Founder & CEO at ShowAmerica.com
Industry Internet
Experience
ShowAmerica.com August 2012 - Present
Ladenburg Thalmann September 2001 - April 2009
Buddha Bar NYC April 2006 - September 2007
Skills
Public Speaking, Social Media, Entrepreneurship, Leadership, Start-ups, Budgets, Management, Market Research, Entertainment, New Business Development, Venture Capital, Networking, Strategic Partnerships, Cloud Computing, Online Marketing, E-commerce, Online Advertising, Business Development, Social Media Marketing, Strategy, Digital Media, Lead Generation, Social Networking, Mobile Marketing, SEM, PPC, SEO, Digital Strategy, Web Marketing, Affiliate Marketing, Web Analytics
Education
LIU Post 1999 — 2000
associates, Business
ShowAmerica.com August 2012 - Present
Ladenburg Thalmann September 2001 - April 2009
Buddha Bar NYC April 2006 - September 2007
Skills
Public Speaking, Social Media, Entrepreneurship, Leadership, Start-ups, Budgets, Management, Market Research, Entertainment, New Business Development, Venture Capital, Networking, Strategic Partnerships, Cloud Computing, Online Marketing, E-commerce, Online Advertising, Business Development, Social Media Marketing, Strategy, Digital Media, Lead Generation, Social Networking, Mobile Marketing, SEM, PPC, SEO, Digital Strategy, Web Marketing, Affiliate Marketing, Web Analytics
Education
LIU Post 1999 — 2000
associates, Business
Sean Salazar Sean Salazar's Ladenburg Thalmann Experience May 1999 - May 2001
Job Managing Partner Crest Hollow Capital LLC
Industry Investment Management
Experience
North Shore Beach Property Owners Association August 2013 - August 2015
Beanberry's Cafe & Yogurt Bar January 2011 - December 2014
Gallery Cafe May 2004 - December 2014
Dreyfus July 2001 - November 2003
Ladenburg Thalmann May 1999 - May 2001
Skills
Product Development, Project Management, Financial Modeling, Budgets, Management, Strategic Planning, Risk Management, Banking, Finance, Financial Analysis, Strategy, Due Diligence, Trading, Mutual Funds, Portfolio Management, Equities, Investments, Leadership, Start-ups, Business Strategy, Entrepreneurship, Sales, Sales Management, Asset Management, Marketing, Social Media, Capital Markets, Financial Services, Business Planning, Small Business, Social Networking, Social Media Marketing, Hedge Funds, Valuation, Securities, Mergers, Negotiation, Real Estate, Private Equity, Executive Management, Alternative Investments, Fixed Income
Education
Alfred University 1997 — 2000
BS, Bio/Chem
North Shore Beach Property Owners Association August 2013 - August 2015
Beanberry's Cafe & Yogurt Bar January 2011 - December 2014
Gallery Cafe May 2004 - December 2014
Dreyfus July 2001 - November 2003
Ladenburg Thalmann May 1999 - May 2001
Skills
Product Development, Project Management, Financial Modeling, Budgets, Management, Strategic Planning, Risk Management, Banking, Finance, Financial Analysis, Strategy, Due Diligence, Trading, Mutual Funds, Portfolio Management, Equities, Investments, Leadership, Start-ups, Business Strategy, Entrepreneurship, Sales, Sales Management, Asset Management, Marketing, Social Media, Capital Markets, Financial Services, Business Planning, Small Business, Social Networking, Social Media Marketing, Hedge Funds, Valuation, Securities, Mergers, Negotiation, Real Estate, Private Equity, Executive Management, Alternative Investments, Fixed Income
Education
Alfred University 1997 — 2000
BS, Bio/Chem
Deepa Lakhlani's Ladenburg Thalmann Experience October 2008 - May 2009
Job Real Estate Investor | Real Estate Entreprenuer | Distressed Real Estate Specialist | Foreclosure Auction Investor
Industry Real Estate
Experience
DL Investments March 2011 - Present
Boca Real Estate Investment Club - Foreclosure Convention October 2011 - November 2011
Distressed Real Estate Institute March 2010 - November 2011
Prism Trading Group July 2009 - January 2010
Ladenburg Thalmann October 2008 - May 2009
First Call Associates January 2007 - October 2008
Media Technology & Instructional Services - Palm Beach CC January 2006 - August 2006
Skills
Online Research, Social Media Marketing, Real Estate Investment, Real Estate Negotiation, Real Estate Investor, real estate marketing, Distressed Property, Foreclosures, Short Sales, Wholesale Lending, Wholesaling, Private Lending, New Business Development, Real Estate Transactions, Rehabbing, Cash Flow, Investments, Investment Properties, Real Estate Financing, transactional funding, short sale funding, REO, social media for real..., Commercial Real Estate, Real Estate Development, Corporate Real Estate, Real Estate License, Wholesale Real Estate, real estate rehabbing, Real Estate Investment..., Creative Real Estate..., Property Flipping, real estate flipping, buying bank owned homes, bank owned real estate, REO Specialist, REO rehabber, South Florida Real..., Florida Real Estate, Hard Money Lending, Hard Money Loans, Hard Money, Distressed Real Estate, Selling Real Estate, Realtor Relations, Real Estate Referral, US Real estate, Distressed real estate..., wholesale real estate..., Real Estate
Education
Florida Atlantic University 2008 — 2010
BS, Marketing & Finance
DL Investments March 2011 - Present
Boca Real Estate Investment Club - Foreclosure Convention October 2011 - November 2011
Distressed Real Estate Institute March 2010 - November 2011
Prism Trading Group July 2009 - January 2010
Ladenburg Thalmann October 2008 - May 2009
First Call Associates January 2007 - October 2008
Media Technology & Instructional Services - Palm Beach CC January 2006 - August 2006
Skills
Online Research, Social Media Marketing, Real Estate Investment, Real Estate Negotiation, Real Estate Investor, real estate marketing, Distressed Property, Foreclosures, Short Sales, Wholesale Lending, Wholesaling, Private Lending, New Business Development, Real Estate Transactions, Rehabbing, Cash Flow, Investments, Investment Properties, Real Estate Financing, transactional funding, short sale funding, REO, social media for real..., Commercial Real Estate, Real Estate Development, Corporate Real Estate, Real Estate License, Wholesale Real Estate, real estate rehabbing, Real Estate Investment..., Creative Real Estate..., Property Flipping, real estate flipping, buying bank owned homes, bank owned real estate, REO Specialist, REO rehabber, South Florida Real..., Florida Real Estate, Hard Money Lending, Hard Money Loans, Hard Money, Distressed Real Estate, Selling Real Estate, Realtor Relations, Real Estate Referral, US Real estate, Distressed real estate..., wholesale real estate..., Real Estate
Education
Florida Atlantic University 2008 — 2010
BS, Marketing & Finance
Doug Aguililla Jr. Doug Aguililla Jr.'s Ladenburg Thalmann Experience May 2012 - July 2012
Job JD candidate at Georgetown University Law Center
Industry
Experience
Arise Virtual Solutions Inc. July 2013 - July 2015
Ladenburg Thalmann May 2012 - July 2012
Skills
Conversational Spanish, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Social Media Marketing, Public Speaking, Customer Service, Event Planning, Event Management, Business, English, Spanish, Analysis, Program Management, Project Planning, Corporate Branding, Finance, Leadership, Data Analysis, Time Management, Market Research, Teamwork, Management, Team Leadership, Financial Analysis
Education
Georgetown University Law Center 2015 — 2018
Doctor of Law (JD)
University of Miami 2009 — 2013
Bachelor, Business Administration; International Finance and Marketing
Pope John Paul II High School 2005 — 2009
Diploma
Arise Virtual Solutions Inc. July 2013 - July 2015
Ladenburg Thalmann May 2012 - July 2012
Skills
Conversational Spanish, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Social Media Marketing, Public Speaking, Customer Service, Event Planning, Event Management, Business, English, Spanish, Analysis, Program Management, Project Planning, Corporate Branding, Finance, Leadership, Data Analysis, Time Management, Market Research, Teamwork, Management, Team Leadership, Financial Analysis
Education
Georgetown University Law Center 2015 — 2018
Doctor of Law (JD)
University of Miami 2009 — 2013
Bachelor, Business Administration; International Finance and Marketing
Pope John Paul II High School 2005 — 2009
Diploma
Nick Giglia's Ladenburg Thalmann Experience June 2001 - January 2004
Job Managing Partner at NJG & Company LLC
Industry Information Technology and Services
Experience
NJG & Company LLC February 2011 - Present
Fahros October 2008 - November 2012
LetThereBeLighthouse.com January 2009 - August 2011
Citihub June 2010 - January 2011
Deloitte Consulting July 2007 - October 2008
MATCH School September 2005 - May 2007
Kaplan Test Prep and Admissions August 2005 - April 2007
Thomson Financial May 2006 - September 2006
Fidelity Investments 2006 - 2006
Ladenburg Thalmann June 2001 - January 2004
Skills
Strategic Consulting, Cloud Computing, New Business Set-up, Ruby on Rails, Organizational Design, Organizational Change..., Idea Generation, Proposal Writing, Technical Writing, Public Speaking, Project Management, PowerPoint, Database Design, Database Administration, ITIL Certified, Infrastructure, ITIL, IT Strategy, Program Management, Blogging, Social Media, Leadership, Consulting, Change Management, Governance, Data Center, Management
Education
Boston University Questrom School of Business 2003 — 2007
BS in Business Administration, Management Information Systems, Entrepreneurship
NJG & Company LLC February 2011 - Present
Fahros October 2008 - November 2012
LetThereBeLighthouse.com January 2009 - August 2011
Citihub June 2010 - January 2011
Deloitte Consulting July 2007 - October 2008
MATCH School September 2005 - May 2007
Kaplan Test Prep and Admissions August 2005 - April 2007
Thomson Financial May 2006 - September 2006
Fidelity Investments 2006 - 2006
Ladenburg Thalmann June 2001 - January 2004
Skills
Strategic Consulting, Cloud Computing, New Business Set-up, Ruby on Rails, Organizational Design, Organizational Change..., Idea Generation, Proposal Writing, Technical Writing, Public Speaking, Project Management, PowerPoint, Database Design, Database Administration, ITIL Certified, Infrastructure, ITIL, IT Strategy, Program Management, Blogging, Social Media, Leadership, Consulting, Change Management, Governance, Data Center, Management
Education
Boston University Questrom School of Business 2003 — 2007
BS in Business Administration, Management Information Systems, Entrepreneurship
Alisa Nemets Alisa Nemets's Ladenburg Thalmann Experience January 2000 - February 2001
Job Assistant Real Estate Manager at John Hancock
Industry Real Estate
Experience
John Hancock Financial Services December 2013 - Present
CBRE February 2012 - December 2013
CBRE September 2006 - February 2012
CBRE 2003 - September 2006
PaineWebber February 2001 - June 2002
Ladenburg Thalmann January 2000 - February 2001
Skills
Real Estate, Corporate Real Estate, Valuation, Disposition, Asset Managment, Real Estate Economics, Location Intelligence, Market Analysis, Real Estate Development, Leases, Investments, Due Diligence, Commercial Real Estate, Brokerage, Real Estate Transactions, Tenant Representation
Education
NYU Stern School of Business 1996 — 2000
Bachelor of Science (BS), Marketing
New York University
Bachelor of Applied Science (B.A.Sc.)
John Hancock Financial Services December 2013 - Present
CBRE February 2012 - December 2013
CBRE September 2006 - February 2012
CBRE 2003 - September 2006
PaineWebber February 2001 - June 2002
Ladenburg Thalmann January 2000 - February 2001
Skills
Real Estate, Corporate Real Estate, Valuation, Disposition, Asset Managment, Real Estate Economics, Location Intelligence, Market Analysis, Real Estate Development, Leases, Investments, Due Diligence, Commercial Real Estate, Brokerage, Real Estate Transactions, Tenant Representation
Education
NYU Stern School of Business 1996 — 2000
Bachelor of Science (BS), Marketing
New York University
Bachelor of Applied Science (B.A.Sc.)
Rodrigo Alencar Rodrigo Alencar's Ladenburg Thalmann Experience April 2003 - January 2004
Job Relationship Manager Associate at Citibank
Industry Financial Services
Experience
Citibank April 2013 - Present
Toro Trading LLC July 2011 - December 2014
Unified Energy July 2012 - March 2013
RBC Wealth Management Financial Services May 2008 - July 2011
Beta Capital Management May 2005 - April 2008
Merrill Lynch February 2004 - February 2005
Ladenburg Thalmann April 2003 - January 2004
Vicunha September 2001 - March 2003
Skills
Asset Allocation, Equities, Wealth Management, Investments, Strategic Financial..., Financial Analysis, Alternative Investments, Investment Advisory, Fixed Income, Portfolio Management
Education
Concordia University 1999 — 2001
Bachelors, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
N/A, Finance
Citibank April 2013 - Present
Toro Trading LLC July 2011 - December 2014
Unified Energy July 2012 - March 2013
RBC Wealth Management Financial Services May 2008 - July 2011
Beta Capital Management May 2005 - April 2008
Merrill Lynch February 2004 - February 2005
Ladenburg Thalmann April 2003 - January 2004
Vicunha September 2001 - March 2003
Skills
Asset Allocation, Equities, Wealth Management, Investments, Strategic Financial..., Financial Analysis, Alternative Investments, Investment Advisory, Fixed Income, Portfolio Management
Education
Concordia University 1999 — 2001
Bachelors, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
N/A, Finance
Margaret Lett Margaret Lett's Ladenburg Thalmann Experience 1993 - 1994
Job Entrepreneur
Industry Insurance
Experience
LeClair Group January 2004 - March 2015
Expand Beyond Corporation January 2001 - December 2003
Nelson Mandela Metropolitan University July 1997 - July 1998
Manhattan College 1995 - 1997
Westchester Community College 1995 - 1997
Bronx Community College 1994 - 1995
Ladenburg Thalmann 1993 - 1994
Skills
New Business Development, Health Insurance, Medicare, Healthcare financing, Healthcare, Long Term Care Insurance, Employee Benefits, Consulting, Insurance, Long-term Care, Disability Insurance, Life Insurance, Training, Sales, Strategic Financial..., Strategic Partnerships, Marketing, Term Life Insurance, Financial Planners, Strategic Planning, Fixed Annuities, Brokers, Retirement Planning, Retirement, Whole Life, Customer Service, Sales Management, Underwriting, Public Speaking
Education
Fordham University 1995 — 2000
PhD, Economics
Fordham University 1993 — 1995
MA, International Political Economy and Development
University of Wisconsin-Madison 1988 — 1992
BS, Economics with Math Emphasis
LeClair Group January 2004 - March 2015
Expand Beyond Corporation January 2001 - December 2003
Nelson Mandela Metropolitan University July 1997 - July 1998
Manhattan College 1995 - 1997
Westchester Community College 1995 - 1997
Bronx Community College 1994 - 1995
Ladenburg Thalmann 1993 - 1994
Skills
New Business Development, Health Insurance, Medicare, Healthcare financing, Healthcare, Long Term Care Insurance, Employee Benefits, Consulting, Insurance, Long-term Care, Disability Insurance, Life Insurance, Training, Sales, Strategic Financial..., Strategic Partnerships, Marketing, Term Life Insurance, Financial Planners, Strategic Planning, Fixed Annuities, Brokers, Retirement Planning, Retirement, Whole Life, Customer Service, Sales Management, Underwriting, Public Speaking
Education
Fordham University 1995 — 2000
PhD, Economics
Fordham University 1993 — 1995
MA, International Political Economy and Development
University of Wisconsin-Madison 1988 — 1992
BS, Economics with Math Emphasis
Jon Genson Jon Genson's Ladenburg Thalmann Experience 2008 - 2009
Job Cardiac Territory Manager at LifeWatch
Industry Medical Devices
Experience
LifeWatch October 2014 - Present
Watermark Medical, LLC December 2011 - October 2014
Nathan's Famous, Inc 2009 - December 2011
Ladenburg Thalmann 2008 - 2009
Palm Beach Gardens High School August 2006 - July 2007
Colgate University August 2002 - March 2005
Amherst College July 2001 - July 2002
Skills
Key Account Management, Sales, B2B, Strategic Planning, Change Management, Management, Business Development, Coaching, Sales Force Development, Outside Sales, Sales Operations, Cold Calling, Microsoft Office, Qualifying Prospects, Marketing, Training, Building Relationships, Capital Equipment, Strategic Partnerships, Solution Selling, Contract Negotiation, Negotiation, Customer Service, Sales Management, Operations Management, New Business Development, Healthcare, Medical Devices, Account Management, Managed Care, Leadership, Sales Presentations, Direct Sales, Selling, Team Building, Product Launch, Orthopedic, Sales Process, Cardiology, Marketing Strategy, Salesforce.com, CRM, Time Management, Operating Room, Start-ups, Selling Skills
Education
Hofstra University 1999 — 2001
M.S., Physical Education
Indiana University 1995 — 1999
B.S., Sports Marketing and Management
Dale Carnegie
LifeWatch October 2014 - Present
Watermark Medical, LLC December 2011 - October 2014
Nathan's Famous, Inc 2009 - December 2011
Ladenburg Thalmann 2008 - 2009
Palm Beach Gardens High School August 2006 - July 2007
Colgate University August 2002 - March 2005
Amherst College July 2001 - July 2002
Skills
Key Account Management, Sales, B2B, Strategic Planning, Change Management, Management, Business Development, Coaching, Sales Force Development, Outside Sales, Sales Operations, Cold Calling, Microsoft Office, Qualifying Prospects, Marketing, Training, Building Relationships, Capital Equipment, Strategic Partnerships, Solution Selling, Contract Negotiation, Negotiation, Customer Service, Sales Management, Operations Management, New Business Development, Healthcare, Medical Devices, Account Management, Managed Care, Leadership, Sales Presentations, Direct Sales, Selling, Team Building, Product Launch, Orthopedic, Sales Process, Cardiology, Marketing Strategy, Salesforce.com, CRM, Time Management, Operating Room, Start-ups, Selling Skills
Education
Hofstra University 1999 — 2001
M.S., Physical Education
Indiana University 1995 — 1999
B.S., Sports Marketing and Management
Dale Carnegie
Les Brzezinski Les Brzezinski's Ladenburg Thalmann Experience January 2001 - January 2003
Job Agent at Re Action International
Industry Real Estate
Experience
ReAction International May 2011 - Present
TWS International LLC April 2008 - April 2011
TD BANK May 2005 - May 2008
TD Bank Group April 2005 - April 2008
WACHOVIA SECURITIES LLC January 2003 - May 2005
Ladenburg Thalmann January 2001 - January 2003
Education
Saint John's University 1997 — 2001
BS, Computer Science & Bus Admin
Saint John's University
Bachelor, Computer Science and Business Administration
ReAction International May 2011 - Present
TWS International LLC April 2008 - April 2011
TD BANK May 2005 - May 2008
TD Bank Group April 2005 - April 2008
WACHOVIA SECURITIES LLC January 2003 - May 2005
Ladenburg Thalmann January 2001 - January 2003
Education
Saint John's University 1997 — 2001
BS, Computer Science & Bus Admin
Saint John's University
Bachelor, Computer Science and Business Administration
Jasmin Ramos's Ladenburg Thalmann Experience September 2015 - Present
Job Executive Assistant at Ladenburg Thalmann
Industry Executive Office
Experience
Ladenburg Thalmann September 2015 - Present
ZS Associates November 2014 - June 2015
MLE Companies February 2014 - March 2014
Kota Global Securities September 2010 - November 2013
John Jay College June 2012 - July 2012
Dada Entertainment 2008 - 2010
Skills
Bloomberg, Fixed Income, Microsoft Excel, Equities, Asset Management, Finance, Financial Modeling, Investments, Executive..., Derivatives, Financial Analysis, Administrative..., Office Management, Administrative..., PowerPoint, Customer Service, Management
Education
City University of New York-John Jay College of Criminal Justice
Bachelor's degree, Sociology
Ladenburg Thalmann September 2015 - Present
ZS Associates November 2014 - June 2015
MLE Companies February 2014 - March 2014
Kota Global Securities September 2010 - November 2013
John Jay College June 2012 - July 2012
Dada Entertainment 2008 - 2010
Skills
Bloomberg, Fixed Income, Microsoft Excel, Equities, Asset Management, Finance, Financial Modeling, Investments, Executive..., Derivatives, Financial Analysis, Administrative..., Office Management, Administrative..., PowerPoint, Customer Service, Management
Education
City University of New York-John Jay College of Criminal Justice
Bachelor's degree, Sociology
Bruce H Lipnick Bruce H Lipnick's Ladenburg Thalmann Experience 1973 - 1973
Job Chairman, CEO & Founder at Asset Alliance
Industry Financial Services
Experience
Asset Alliance Corporation July 1996 - Present
CrowdAlliance 2012 - Present
Ver On Demand 2012 - Present
Wharton Management Group January 1982 - July 1996
Elms Companies 1973 - 1982
Ladenburg Thalmann 1973 - 1973
Pierpont Management, Inc. 1971 - 1973
Skills
Private Equity, Alternative Investments, Strategic Partnerships, Mergers, Hedge Funds, Investments, Asset Management, Venture Capital, Asset Managment, Portfolio Management, Start-ups, Corporate Development, Capital Markets, Due Diligence, Investment Banking, Investor Relations, Equities, Investment Management, Emerging Markets, Valuation, Strategy, Financial Services
Education
Arthur T. Roth Graduate School of Business 1969 — 1970
Finance
Long Island University 1966 — 1969
Finance
Asset Alliance Corporation July 1996 - Present
CrowdAlliance 2012 - Present
Ver On Demand 2012 - Present
Wharton Management Group January 1982 - July 1996
Elms Companies 1973 - 1982
Ladenburg Thalmann 1973 - 1973
Pierpont Management, Inc. 1971 - 1973
Skills
Private Equity, Alternative Investments, Strategic Partnerships, Mergers, Hedge Funds, Investments, Asset Management, Venture Capital, Asset Managment, Portfolio Management, Start-ups, Corporate Development, Capital Markets, Due Diligence, Investment Banking, Investor Relations, Equities, Investment Management, Emerging Markets, Valuation, Strategy, Financial Services
Education
Arthur T. Roth Graduate School of Business 1969 — 1970
Finance
Long Island University 1966 — 1969
Finance
Ennio Rizzi's Ladenburg Thalmann Experience January 1995 - November 1999
Job
Industry Information Technology and Services
Experience
White & Case August 2009 - Present
Shearman & Sterling September 2004 - August 2009
Shearman & Sterling September 2004 - September 2008
Chadbourne & Parke 2003 - August 2004
Qwest Communications November 1999 - December 2003
Ladenburg Thalmann January 1995 - November 1999
Skadden Arps 1986 - 1997
Skills
Knowledge Management, Contract Negotiation, Project Management, Business Development, Information Technology, SharePoint, Vendor Management, Strategic Planning, Cloud Computing, E-commerce, Content Management, Business Analysis, CRM, Program Management, IT Strategy, Marketing, Outsourcing, Human Resources, Leadership, Strategy, Enterprise Software, Team Leadership, Management, Salesforce.com, Training
Education
Hofstra University 1981 — 1985
White & Case August 2009 - Present
Shearman & Sterling September 2004 - August 2009
Shearman & Sterling September 2004 - September 2008
Chadbourne & Parke 2003 - August 2004
Qwest Communications November 1999 - December 2003
Ladenburg Thalmann January 1995 - November 1999
Skadden Arps 1986 - 1997
Skills
Knowledge Management, Contract Negotiation, Project Management, Business Development, Information Technology, SharePoint, Vendor Management, Strategic Planning, Cloud Computing, E-commerce, Content Management, Business Analysis, CRM, Program Management, IT Strategy, Marketing, Outsourcing, Human Resources, Leadership, Strategy, Enterprise Software, Team Leadership, Management, Salesforce.com, Training
Education
Hofstra University 1981 — 1985
Gene Loza Gene Loza's Ladenburg Thalmann Experience 1997 - 1999
Job Operations | Quality | Business Development | Expat
Industry Mechanical or Industrial Engineering
Experience
501c Board Advisor April 2014 - Present
Johnson Controls October 2011 - December 2013
Bombardier 2002 - 2006
Ladenburg Thalmann 1997 - 1999
Horizon Capital 1995 - 1997
United States Department of Defense (DoD) 1986 - 1992
Skills
Program Management, Change Management, Business Development, Project Management, Strategy, Six Sigma, Energy Efficiency, Operations Management, Cross-functional Team..., Leadership, Process Improvement, Business Strategy, Project Planning, Engineering, Procurement, Contract Management, Contract Negotiation, Business Process..., Sales Channel..., Risk & Readiness..., Resistance Strategy, Communications Planning, Informatics, Share of Wallet..., Information &..., Voice of the Customer..., Lean Thinking, Expectations Management, Telematics, Strategic Account..., Sales Management, International Sales, Sales Operations, Continuous Improvement, Supply Chain Management, Manufacturing, Product Development, Supply Chain, Engineering Management, Electronics, Product Management, Lean Manufacturing, SCADA, Train Control &..., Underwriting, Fleet Management, Asset Management, Remote Monitoring, Remote Diagnostics, Public Transit Systems
Education
Drexel University
BSME
Thunderbird School of Global Management 1992 — 1994
Master of Business Administration (M.B.A.)
Bombardier 2002 — 2004
501c Board Advisor April 2014 - Present
Johnson Controls October 2011 - December 2013
Bombardier 2002 - 2006
Ladenburg Thalmann 1997 - 1999
Horizon Capital 1995 - 1997
United States Department of Defense (DoD) 1986 - 1992
Skills
Program Management, Change Management, Business Development, Project Management, Strategy, Six Sigma, Energy Efficiency, Operations Management, Cross-functional Team..., Leadership, Process Improvement, Business Strategy, Project Planning, Engineering, Procurement, Contract Management, Contract Negotiation, Business Process..., Sales Channel..., Risk & Readiness..., Resistance Strategy, Communications Planning, Informatics, Share of Wallet..., Information &..., Voice of the Customer..., Lean Thinking, Expectations Management, Telematics, Strategic Account..., Sales Management, International Sales, Sales Operations, Continuous Improvement, Supply Chain Management, Manufacturing, Product Development, Supply Chain, Engineering Management, Electronics, Product Management, Lean Manufacturing, SCADA, Train Control &..., Underwriting, Fleet Management, Asset Management, Remote Monitoring, Remote Diagnostics, Public Transit Systems
Education
Drexel University
BSME
Thunderbird School of Global Management 1992 — 1994
Master of Business Administration (M.B.A.)
Bombardier 2002 — 2004
Daniel Schleien's Ladenburg Thalmann Experience June 2012 - August 2012
Job Washington University in St. Louis Olin Business School
Industry Financial Services
Experience
Monroe Capital LLC May 2015 - June 2015
Ladenburg Thalmann June 2012 - August 2012
Education
Washington University in St. Louis - Olin Business School 2013 — 2017
BSBA, Accounting and Finance, Junior
Miami Dade College 2012 — 2014
Principles of Business, Principles of Microeconomics, Principles of Finance, Intro to Psychology
Monroe Capital LLC May 2015 - June 2015
Ladenburg Thalmann June 2012 - August 2012
Education
Washington University in St. Louis - Olin Business School 2013 — 2017
BSBA, Accounting and Finance, Junior
Miami Dade College 2012 — 2014
Principles of Business, Principles of Microeconomics, Principles of Finance, Intro to Psychology
Donovan D. Yarbough's Ladenburg Thalmann Experience March 2001 - April 2001
Job Security Director/Account Manager at AlliedBarton Security Services
Industry Airlines/Aviation
Experience
Delta Air Lines November 2010 - Present
AlliedBarton Security Services September 2003 - Present
Ladenburg Thalmann March 2001 - April 2001
TD Ameritrade July 1999 - November 2000
Skills
Budgeting, Strategic Planning, Coaching, Customer Service, Leadership, Public Speaking, Management, Social Media, Team Building, Sales, Marketing, Microsoft Office, Event Planning, Social Media Marketing
Education
Boston College 1995 — 1998
Marketing/Finance
Annandale Sr High 1992 — 1995
Delta Air Lines November 2010 - Present
AlliedBarton Security Services September 2003 - Present
Ladenburg Thalmann March 2001 - April 2001
TD Ameritrade July 1999 - November 2000
Skills
Budgeting, Strategic Planning, Coaching, Customer Service, Leadership, Public Speaking, Management, Social Media, Team Building, Sales, Marketing, Microsoft Office, Event Planning, Social Media Marketing
Education
Boston College 1995 — 1998
Marketing/Finance
Annandale Sr High 1992 — 1995
Elena Tuero Elena Tuero's Ladenburg Thalmann Experience June 1983 - January 1986
Job founder/webmaster/artist
Industry Nonprofit Organization Management
Viviana Alvarez Viviana Alvarez's Ladenburg Thalmann Experience June 2007 - Present
Job Executive Assistant at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann June 2007 - Present
Skills
Event Management, Leadership, Customer Service, Microsoft Office, Microsoft Excel, Recruiting, Marketing
Education
Florida International University 2003 — 2006
Bachelor of Business Administration, Marketing
Miami Dade College 2001 — 2003
Associate of Arts, Business Administration
Ladenburg Thalmann June 2007 - Present
Skills
Event Management, Leadership, Customer Service, Microsoft Office, Microsoft Excel, Recruiting, Marketing
Education
Florida International University 2003 — 2006
Bachelor of Business Administration, Marketing
Miami Dade College 2001 — 2003
Associate of Arts, Business Administration
Robert (Bert) Hazlett Robert (Bert) Hazlett's Ladenburg Thalmann Experience May 2014 - Present
Job Managing Director at Ladenburg Thalmann
Industry Investment Banking
Experience
Ladenburg Thalmann May 2014 - Present
Roth Capital Partners April 2012 - April 2014
RCH Ventures LLC June 2011 - April 2012
BMO Capital Markets May 2006 - June 2011
SunTrust Robinson Humphrey July 2002 - May 2006
Robertson Stephens 2000 - 2002
Lehman Brothers May 1995 - March 2000
UBS Securities Co., Ltd 1997 - 1998
Skills
Financial Modeling, Capital Markets, Banking, Corporate Development, Equities, Private Equity, Pharmaceuticals, Healthcare, Valuation, Mergers, Due Diligence, Equity Research, Asset Management, Financial Analysis, Portfolio Management, Corporate Finance, Bloomberg, Emerging Markets, Business Strategy, Equity Valuation, Business Planning, Investments, Fixed Income, Investment Banking, Management Consulting, Market Research, Debt, Investor Relations, Research, Trading, Financial Markets, Industry Analysis, Series 7, Competitive Analysis, Credit, Biotechnology, Forecasting, Business Valuation, Fundraising, Private Placements, Hedge Funds, LBO, Pharmaceutical Industry, Mergers & Acquisitions, Venture Capital
Education
Columbia University - Columbia Business School 1994 — 1995
Master of Business Administration (M.B.A.), Finance, Dean's Honor List
Yale University 1983 — 1987
BA, Economics (History)
Ladenburg Thalmann May 2014 - Present
Roth Capital Partners April 2012 - April 2014
RCH Ventures LLC June 2011 - April 2012
BMO Capital Markets May 2006 - June 2011
SunTrust Robinson Humphrey July 2002 - May 2006
Robertson Stephens 2000 - 2002
Lehman Brothers May 1995 - March 2000
UBS Securities Co., Ltd 1997 - 1998
Skills
Financial Modeling, Capital Markets, Banking, Corporate Development, Equities, Private Equity, Pharmaceuticals, Healthcare, Valuation, Mergers, Due Diligence, Equity Research, Asset Management, Financial Analysis, Portfolio Management, Corporate Finance, Bloomberg, Emerging Markets, Business Strategy, Equity Valuation, Business Planning, Investments, Fixed Income, Investment Banking, Management Consulting, Market Research, Debt, Investor Relations, Research, Trading, Financial Markets, Industry Analysis, Series 7, Competitive Analysis, Credit, Biotechnology, Forecasting, Business Valuation, Fundraising, Private Placements, Hedge Funds, LBO, Pharmaceutical Industry, Mergers & Acquisitions, Venture Capital
Education
Columbia University - Columbia Business School 1994 — 1995
Master of Business Administration (M.B.A.), Finance, Dean's Honor List
Yale University 1983 — 1987
BA, Economics (History)
Inna Bochkova Inna Bochkova's Ladenburg Thalmann Experience September 1999 - May 2000
Job Susquehanna International Group
Industry Investment Banking
Experience
Susquehanna International Group, LLP (SIG) July 2014 - Present
BMO Capital Markets November 2010 - August 2013
Cowen and Company March 2009 - August 2010
Societe Generale July 2007 - February 2009
Miller Tabak March 2001 - July 2007
Merrill Lynch May 2000 - March 2001
Ladenburg Thalmann September 1999 - May 2000
Russian Exchange May 1997 - December 1998
Skills
Equity Derivatives, Investment Banking, Securities, Options, Equities, Trading, Hedge Funds, Derivatives, FX trading, Electronic Trading, Financial Risk, Equity Trading, Mutual Funds, Technical Analysis, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Investments, Trading Systems, Financial Markets, FX Options, Structured Products, Options Strategies, Fixed Income, ETFs, Equity Research, Emerging Markets, Hedging, Portfolio Management, Currency, Swaps, Valuation
Education
New York University
American Institute of Business and Economics
Baku Institute of Social Administration and Political Science
Baku Institute of Social Administration and Political Science, International Business School
Susquehanna International Group, LLP (SIG) July 2014 - Present
BMO Capital Markets November 2010 - August 2013
Cowen and Company March 2009 - August 2010
Societe Generale July 2007 - February 2009
Miller Tabak March 2001 - July 2007
Merrill Lynch May 2000 - March 2001
Ladenburg Thalmann September 1999 - May 2000
Russian Exchange May 1997 - December 1998
Skills
Equity Derivatives, Investment Banking, Securities, Options, Equities, Trading, Hedge Funds, Derivatives, FX trading, Electronic Trading, Financial Risk, Equity Trading, Mutual Funds, Technical Analysis, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Investments, Trading Systems, Financial Markets, FX Options, Structured Products, Options Strategies, Fixed Income, ETFs, Equity Research, Emerging Markets, Hedging, Portfolio Management, Currency, Swaps, Valuation
Education
New York University
American Institute of Business and Economics
Baku Institute of Social Administration and Political Science
Baku Institute of Social Administration and Political Science, International Business School
Jay Skolnick Jay Skolnick's Ladenburg Thalmann Experience 1999 - June 2003
Job Head Trader at Dawson James Securities
Industry Financial Services
Experience
Dawson James Securities April 2010 - Present
Security Traders Association of Florida 1981 - Present
Lighthouse Financial Group March 2009 - November 2009
Forge Financial Group 2004 - March 2009
Trading Compliance Analysis 1982 - 2009
Ladenburg Thalmann 1999 - June 2003
First Colonial Securities 1998 - 1999
Barron Chase Securities 1995 - 1998
J.W. Charles Financial Services 1990 - 1995
N.A.I.B. 1989 - 1990
Skills
Bloomberg, Trading
Education
Broward College
Dawson James Securities April 2010 - Present
Security Traders Association of Florida 1981 - Present
Lighthouse Financial Group March 2009 - November 2009
Forge Financial Group 2004 - March 2009
Trading Compliance Analysis 1982 - 2009
Ladenburg Thalmann 1999 - June 2003
First Colonial Securities 1998 - 1999
Barron Chase Securities 1995 - 1998
J.W. Charles Financial Services 1990 - 1995
N.A.I.B. 1989 - 1990
Skills
Bloomberg, Trading
Education
Broward College
Todd Iarussi's Ladenburg Thalmann Experience June 2002 - June 2004
Job Director at Mindful Warrior
Industry Professional Training & Coaching
Experience
Mindful Warrior August 2014 - Present
Brown University April 2013 - October 2014
Community College of Rhode Island July 2013 - June 2014
The Marymont Group September 2004 - August 2012
Ladenburg Thalmann June 2002 - June 2004
ABN AMRO Bank N.V. July 2001 - March 2002
Skills
Organizational..., Project Management, Leadership Development, Business Development, Recruiting, Strategic Partnerships, Talent Acquisition, Career Development..., Athlete Development, Mindfulness Meditation
Education
Brown University 1997 — 2001
BA, Biology
New York University 2010 — 2011
MA, Psychology (course work)
Mindful Warrior August 2014 - Present
Brown University April 2013 - October 2014
Community College of Rhode Island July 2013 - June 2014
The Marymont Group September 2004 - August 2012
Ladenburg Thalmann June 2002 - June 2004
ABN AMRO Bank N.V. July 2001 - March 2002
Skills
Organizational..., Project Management, Leadership Development, Business Development, Recruiting, Strategic Partnerships, Talent Acquisition, Career Development..., Athlete Development, Mindfulness Meditation
Education
Brown University 1997 — 2001
BA, Biology
New York University 2010 — 2011
MA, Psychology (course work)
Susan Au Susan Au's Ladenburg Thalmann Experience January 2008 - May 2012
Job
Industry Management Consulting
Experience
Trascent Management Consulting, LLC June 2012 - Present
Ladenburg Thalmann January 2008 - May 2012
Children's Evaluation & Rehabilitation Center (CERC) / Albert Einstein College of Medicine October 2008 - April 2009
The Mountain Fund March 2007 - December 2007
Hanify & King, P.C. August 2005 - August 2007
University of Chicago April 2003 - January 2004
University of Chicago Graduate School of Business June 2002 - January 2004
Office of MA Senate Majority Leader Linda Melconian June 2001 - August 2001
University of Chicago Hospitals September 2000 - June 2001
MassMutual June 1997 - September 2000
Skills
Healthcare, Research, Non-profits, Event Planning, Analysis, Financial Modeling, Nonprofits, Management, Business Strategy, Project Planning, Marketing, Policy, Risk Management, Market Research, Strategy, Due Diligence, Management Consulting, Finance, Financial Analysis, Valuation, Venture Capital, Strategic Planning, Mergers & Acquisitions, Data Analysis, Business Development, Competitive Analysis, Consulting, Leadership, Project Management, Corporate Finance, Program Management, CRM, Cross-functional Team..., Change Management, Process Improvement
Education
University of Chicago, NYU
New York University 2007 — 2009
MPA
University of Chicago 2000 — 2004
B.A
Trascent Management Consulting, LLC June 2012 - Present
Ladenburg Thalmann January 2008 - May 2012
Children's Evaluation & Rehabilitation Center (CERC) / Albert Einstein College of Medicine October 2008 - April 2009
The Mountain Fund March 2007 - December 2007
Hanify & King, P.C. August 2005 - August 2007
University of Chicago April 2003 - January 2004
University of Chicago Graduate School of Business June 2002 - January 2004
Office of MA Senate Majority Leader Linda Melconian June 2001 - August 2001
University of Chicago Hospitals September 2000 - June 2001
MassMutual June 1997 - September 2000
Skills
Healthcare, Research, Non-profits, Event Planning, Analysis, Financial Modeling, Nonprofits, Management, Business Strategy, Project Planning, Marketing, Policy, Risk Management, Market Research, Strategy, Due Diligence, Management Consulting, Finance, Financial Analysis, Valuation, Venture Capital, Strategic Planning, Mergers & Acquisitions, Data Analysis, Business Development, Competitive Analysis, Consulting, Leadership, Project Management, Corporate Finance, Program Management, CRM, Cross-functional Team..., Change Management, Process Improvement
Education
University of Chicago, NYU
New York University 2007 — 2009
MPA
University of Chicago 2000 — 2004
B.A
Seth Borko Seth Borko's Ladenburg Thalmann Experience May 2010 - August 2010
Job Private Banking Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2012 - Present
JPMorgan Chase June 2011 - August 2011
American University March 2010 - December 2010
Ladenburg Thalmann May 2010 - August 2010
Skills
Bloomberg, Bloomberg Terminal, Equities, Data Analysis, Equity Research, Stata, Valuation, Capital Markets, Investments, Corporate Finance, Microsoft Excel, PowerPoint, Portfolio Management, Financial Modeling, Investment Banking, Economics, Financial Analysis, Capital IQ, Fixed Income, Finance
Education
American University 2008 — 2012
Bachelor's degree, Finance
American University - Kogod School of Business 2008 — 2012
Bachelor's degree, Finance
JPMorgan Chase July 2012 - Present
JPMorgan Chase June 2011 - August 2011
American University March 2010 - December 2010
Ladenburg Thalmann May 2010 - August 2010
Skills
Bloomberg, Bloomberg Terminal, Equities, Data Analysis, Equity Research, Stata, Valuation, Capital Markets, Investments, Corporate Finance, Microsoft Excel, PowerPoint, Portfolio Management, Financial Modeling, Investment Banking, Economics, Financial Analysis, Capital IQ, Fixed Income, Finance
Education
American University 2008 — 2012
Bachelor's degree, Finance
American University - Kogod School of Business 2008 — 2012
Bachelor's degree, Finance
Nick Nocito Nick Nocito's Ladenburg Thalmann Experience September 2011 - February 2012
Job Investment Banking Analyst at Jefferies
Industry Financial Services
Experience
Jefferies September 2014 - Present
JMP Securities July 2013 - September 2014
Ladenburg Thalmann September 2011 - February 2012
Puma Capital June 2011 - August 2011
Blue Waters/Shodor May 2010 - December 2010
Journal of Computational Science Education May 2010 - September 2010
Skills
Financial Modeling, Bloomberg, Bloomberg Terminal, Valuation, Equities, Equity Research, Investment Banking, Hedge Funds, Financial Analysis, Portfolio Management, Asset Managment
Education
Villanova University 2012 — 2013
Master of Science in Finance (MSF), GPA: 3.82
Kean University 2008 — 2012
Bachelor of Science in Computational Applied Mathematics, GPA: 3.84
Delran
Jefferies September 2014 - Present
JMP Securities July 2013 - September 2014
Ladenburg Thalmann September 2011 - February 2012
Puma Capital June 2011 - August 2011
Blue Waters/Shodor May 2010 - December 2010
Journal of Computational Science Education May 2010 - September 2010
Skills
Financial Modeling, Bloomberg, Bloomberg Terminal, Valuation, Equities, Equity Research, Investment Banking, Hedge Funds, Financial Analysis, Portfolio Management, Asset Managment
Education
Villanova University 2012 — 2013
Master of Science in Finance (MSF), GPA: 3.82
Kean University 2008 — 2012
Bachelor of Science in Computational Applied Mathematics, GPA: 3.84
Delran
Monica Veale Monica Veale's Ladenburg Thalmann Experience 2009 - 2011
Job Finance Coverage at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Morgan Stanley 2011 - April 2013
Ladenburg Thalmann 2009 - 2011
Bank of New York Mellon June 2008 - August 2008
BNP Paribas May 2007 - August 2007
New York Mercantile Exchange May 2006 - July 2006
Skills
Salesforce.com, Underwriting, Hedging, Asset Managment, Financial Statements, Access, Account Reconciliation, Asset Management, Bloomberg, Financial Analysis, Financial Modeling
Education
Sacred Heart University 2005 — 2009
B.S., Finance
Morgan Stanley April 2013 - Present
Morgan Stanley 2011 - April 2013
Ladenburg Thalmann 2009 - 2011
Bank of New York Mellon June 2008 - August 2008
BNP Paribas May 2007 - August 2007
New York Mercantile Exchange May 2006 - July 2006
Skills
Salesforce.com, Underwriting, Hedging, Asset Managment, Financial Statements, Access, Account Reconciliation, Asset Management, Bloomberg, Financial Analysis, Financial Modeling
Education
Sacred Heart University 2005 — 2009
B.S., Finance
Valentina Gabela Valentina Gabela's Ladenburg Thalmann Experience 1982 - 1990
Job
Industry Real Estate
Experience
Diane Turton Realtors July 2009 - Present
UBS Investment Bank May 2003 - November 2008
Schwab Soundview Capital Markets 2003 - 2005
Goldman Sachs 2001 - 2003
spear leeds and kellogg 1997 - 2001
troster singer 1992 - 1997
Ladenburg Thalmann 1982 - 1990
Skills
Real Estate, Investment Properties, Selling, Investments, Equities, Series 63, Equity Trading, Trading, Series 7, Securities, Asset Managment, Options, Capital Markets, Brokerage, Valuation, Hedge Funds, Leadership, Rentals, Sellers, Asset Management, Waterfront, Referrals, Property, Buyers, REO, Condos, New Homes, Vacation Homes, Luxury, Relocation, Real Estate Transactions, Investors, Short Sales, Foreclosures, e-PRO, Single Family Homes, Townhomes, Real Property, New Home Sales, SFR, First Time Home Buyers, Listings, Relocation Buyers, Real Estate Development, Seniors, Residential Homes, Sales
Education
Levin Institute
Rutgers University-New Brunswick
BS, Economics and Finance
Diane Turton Realtors July 2009 - Present
UBS Investment Bank May 2003 - November 2008
Schwab Soundview Capital Markets 2003 - 2005
Goldman Sachs 2001 - 2003
spear leeds and kellogg 1997 - 2001
troster singer 1992 - 1997
Ladenburg Thalmann 1982 - 1990
Skills
Real Estate, Investment Properties, Selling, Investments, Equities, Series 63, Equity Trading, Trading, Series 7, Securities, Asset Managment, Options, Capital Markets, Brokerage, Valuation, Hedge Funds, Leadership, Rentals, Sellers, Asset Management, Waterfront, Referrals, Property, Buyers, REO, Condos, New Homes, Vacation Homes, Luxury, Relocation, Real Estate Transactions, Investors, Short Sales, Foreclosures, e-PRO, Single Family Homes, Townhomes, Real Property, New Home Sales, SFR, First Time Home Buyers, Listings, Relocation Buyers, Real Estate Development, Seniors, Residential Homes, Sales
Education
Levin Institute
Rutgers University-New Brunswick
BS, Economics and Finance
Eli Mizrachi Eli Mizrachi's Ladenburg Thalmann Experience January 2002 - October 2004
Job Sr. Vice President Wealth Management National Securities Corp.
Industry Financial Services
Experience
National Securities Corp. April 2014 - Present
Maxim Group October 2006 - April 2014
Whitaker Securities October 2004 - October 2006
Ladenburg Thalmann January 2002 - October 2004
Skills
Wealth Management, Mutual Funds, Investments, Bonds, Equity Trading, Financial Markets, Fixed Income, Retirement Planning, Retirement, Portfolio Management, Alternative Investments, Equities, Finance, ETFs, Asset Management, Series 7, Securities, Leadership, IRAs, 401k, Series 63, Life/Accident & Health...
Education
New York Institute of Technology 1989 — 1993
BS, Business Management
National Securities Corp. April 2014 - Present
Maxim Group October 2006 - April 2014
Whitaker Securities October 2004 - October 2006
Ladenburg Thalmann January 2002 - October 2004
Skills
Wealth Management, Mutual Funds, Investments, Bonds, Equity Trading, Financial Markets, Fixed Income, Retirement Planning, Retirement, Portfolio Management, Alternative Investments, Equities, Finance, ETFs, Asset Management, Series 7, Securities, Leadership, IRAs, 401k, Series 63, Life/Accident & Health...
Education
New York Institute of Technology 1989 — 1993
BS, Business Management
Nivian Hernandez Nivian Hernandez's Ladenburg Thalmann Experience November 2009 - March 2014
Job Director of Office Services at Vector Group Ltd.
Industry Financial Services
Experience
Vector Group Ltd. March 2014 - Present
Ladenburg Thalmann November 2009 - March 2014
Miami International University of Art & Design October 2008 - November 2009
Bulltick Capital Markets March 2008 - September 2008
Fidelity Investments February 2007 - February 2008
Skills
90 WPM, Microsoft Office, Laserfiche, MLXChange, Bilingual-English/Spanis..., Outlook Express, ADP HRB, Management, Advertising, Customer Service, Outlook, Strategic Planning, Exchange Support, Spanish, Payroll, Event Planning, Administration
Education
Miami Dade College 2001 — 2005
Associate's Degree
Miami Dade College
Bachelor of Applied Science (B.A.Sc.), Supervision and Management
Vector Group Ltd. March 2014 - Present
Ladenburg Thalmann November 2009 - March 2014
Miami International University of Art & Design October 2008 - November 2009
Bulltick Capital Markets March 2008 - September 2008
Fidelity Investments February 2007 - February 2008
Skills
90 WPM, Microsoft Office, Laserfiche, MLXChange, Bilingual-English/Spanis..., Outlook Express, ADP HRB, Management, Advertising, Customer Service, Outlook, Strategic Planning, Exchange Support, Spanish, Payroll, Event Planning, Administration
Education
Miami Dade College 2001 — 2005
Associate's Degree
Miami Dade College
Bachelor of Applied Science (B.A.Sc.), Supervision and Management
Graham Hickman Graham Hickman's Ladenburg Thalmann Experience May 2015 - August 2015
Job Corporate Bond Intern
Industry Investment Management
Experience
Beneficial Financial Group September 2015 - Present
Ladenburg Thalmann May 2015 - August 2015
Battery Ventures January 2015 - April 2015
Brigham Young University September 2013 - April 2015
Brigham Young University October 2014 - December 2014
Dodge & Cox May 2014 - August 2014
BYU Radio June 2013 - April 2014
Core Enterprises, Inc. May 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints February 2010 - December 2011
Skills
Ballroom Dance, Public Speaking, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Leadership, Research, Teaching, Microsoft Office, Social Media, Customer Service, Economics, Management, Theatre, Finance, People Skills
Education
Brigham Young University 2008 — 2015
BA, Economics, 3.92/4.0 GPA
Beneficial Financial Group September 2015 - Present
Ladenburg Thalmann May 2015 - August 2015
Battery Ventures January 2015 - April 2015
Brigham Young University September 2013 - April 2015
Brigham Young University October 2014 - December 2014
Dodge & Cox May 2014 - August 2014
BYU Radio June 2013 - April 2014
Core Enterprises, Inc. May 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints February 2010 - December 2011
Skills
Ballroom Dance, Public Speaking, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Leadership, Research, Teaching, Microsoft Office, Social Media, Customer Service, Economics, Management, Theatre, Finance, People Skills
Education
Brigham Young University 2008 — 2015
BA, Economics, 3.92/4.0 GPA
Steph Frayne's Ladenburg Thalmann Experience October 2013 - December 2014
Job New York University Student.
Industry Higher Education
Experience
Cresta Homes January 2015 - Present
Ladenburg Thalmann October 2013 - December 2014
Berwin Leighton Paisner July 2013 - August 2013
GSK June 2013 - July 2013
Skills
Microsoft Office, PowerPoint, Research, Microsoft Word, Microsoft Excel, Public Speaking, SPSS, Pre-IPO, Team Building, Team Leadership
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Psychology, Chemistry, ASL, GPA: 3.85/4
Charterhouse 2008 — 2010
Benenden School 2003 — 2008
Cresta Homes January 2015 - Present
Ladenburg Thalmann October 2013 - December 2014
Berwin Leighton Paisner July 2013 - August 2013
GSK June 2013 - July 2013
Skills
Microsoft Office, PowerPoint, Research, Microsoft Word, Microsoft Excel, Public Speaking, SPSS, Pre-IPO, Team Building, Team Leadership
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Psychology, Chemistry, ASL, GPA: 3.85/4
Charterhouse 2008 — 2010
Benenden School 2003 — 2008
Robert Mons's Ladenburg Thalmann Experience January 1989 - December 1995
Job VP, Regional Director Pharma Division at AdPrime Health
Industry Pharmaceuticals
Experience
AdPrime Media January 2015 - Present
ContextMedia, Inc. January 2012 - January 2015
Probity Medical January 2010 - December 2011
SIH Corp June 2007 - January 2010
NBC Universal / ION Media Networks September 2005 - August 2007
NBC Universal / GE Healthcare May 2001 - September 2005
Osprey Capital January 1996 - December 2001
Ladenburg Thalmann January 1989 - December 1995
Drexel Burnham Lambert October 1983 - December 1988
Skills
Marketing Experiment, o, Point Of Care Marketing, Start-ups, Advertising, Healthcare, Forecasting, Digital Media, Point of Care, Marketing, Digital Marketing, Integrated Marketing, Strategy, New Business Development, Business Development, Strategic Planning, Entrepreneurship, Sales, Digital Strategy, Selling, Product Launch, Strategic Partnerships, Team Leadership, SEO, Management, Marketing Strategy, Leadership, Online Advertising, Social Media Marketing, Cross-functional Team..., Competitive Analysis
Education
Jacksonville University 1979 — 1983
BS, Business Finance
IONA Prep 1974 — 1978
AdPrime Media January 2015 - Present
ContextMedia, Inc. January 2012 - January 2015
Probity Medical January 2010 - December 2011
SIH Corp June 2007 - January 2010
NBC Universal / ION Media Networks September 2005 - August 2007
NBC Universal / GE Healthcare May 2001 - September 2005
Osprey Capital January 1996 - December 2001
Ladenburg Thalmann January 1989 - December 1995
Drexel Burnham Lambert October 1983 - December 1988
Skills
Marketing Experiment, o, Point Of Care Marketing, Start-ups, Advertising, Healthcare, Forecasting, Digital Media, Point of Care, Marketing, Digital Marketing, Integrated Marketing, Strategy, New Business Development, Business Development, Strategic Planning, Entrepreneurship, Sales, Digital Strategy, Selling, Product Launch, Strategic Partnerships, Team Leadership, SEO, Management, Marketing Strategy, Leadership, Online Advertising, Social Media Marketing, Cross-functional Team..., Competitive Analysis
Education
Jacksonville University 1979 — 1983
BS, Business Finance
IONA Prep 1974 — 1978
Patrick Christopher Patrick Christopher's Ladenburg Thalmann Experience August 2013 - January 2014
Job Graduate Assistant Baseball Coach Notre Dame College
Industry Sports
Experience
Notre Dame College January 2014 - Present
Team Easton Ohio Baseball Club August 2014 - August 2015
Ladenburg Thalmann August 2013 - January 2014
Atlantic Baseball Confederation Collegiate Bridge league June 2013 - August 2013
McDaniel Green Terror BaseballMcDaniel College September 2009 - May 2013
McDaniel College Sports Information December 2011 - February 2013
Monmouth County Parks System and St. John Vianney High School June 2008 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, English, Windows, Event Planning, Team Leadership
Education
Notre Dame College 2014 — 2016
Master of Education (M.Ed.), Technology
McDaniel College 2009 — 2013
Bachelor's degree, Business Administration
Notre Dame College January 2014 - Present
Team Easton Ohio Baseball Club August 2014 - August 2015
Ladenburg Thalmann August 2013 - January 2014
Atlantic Baseball Confederation Collegiate Bridge league June 2013 - August 2013
McDaniel Green Terror BaseballMcDaniel College September 2009 - May 2013
McDaniel College Sports Information December 2011 - February 2013
Monmouth County Parks System and St. John Vianney High School June 2008 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, English, Windows, Event Planning, Team Leadership
Education
Notre Dame College 2014 — 2016
Master of Education (M.Ed.), Technology
McDaniel College 2009 — 2013
Bachelor's degree, Business Administration
Peter Iuvara's Ladenburg Thalmann Experience January 2002 - January 2003
Job Entrepreneur | Digital & Social Media Strategist | Relationship Builder | Revenue Accelerator | Speaker
Industry Computer Software
Experience
mindSHIFT, a Ricoh company February 2006 - Present
Ethereal Digital October 2014 - Present
mindSHIFT February 2006 - Present
CMSWire.com June 2011 - Present
Best Buy January 2012 - February 2014
EVO Merchant Services January 2003 - February 2006
Ladenburg Thalmann January 2002 - January 2003
StockTradersPress.com 2000 - 2002
Skills
Web Content Management, Digital Marketing, Strategy, Content Management, Social Media Marketing, SharePoint, Mobile Devices, Web Development, Integration, Business Intelligence, Web Application Design, E-commerce, Business Development, Mobile Marketing, CMS, Cloud Computing, Strategic Partnerships, Mobile Applications, Lead Generation, CRM, Sales, Web Project Management, Online Marketing, SaaS, Enterprise Software, Competitive Analysis, Social Media, Consulting, Product Management, Business Strategy, Online Advertising, Web Analytics, Software Development, SEM, Integrated Marketing, Mobile Strategy, Management Consulting, SEO, Business Analysis, Email Marketing, Salesforce.com, Analytics, Start-ups, Product Marketing, PPC, Direct Marketing, Mobile, Music, Music Production, iOS Development
Education
Florida Atlantic University 1992 — 1996
Bachelor, Business Administration - Finance
Paul D Schreiber 1988 — 1992
mindSHIFT, a Ricoh company February 2006 - Present
Ethereal Digital October 2014 - Present
mindSHIFT February 2006 - Present
CMSWire.com June 2011 - Present
Best Buy January 2012 - February 2014
EVO Merchant Services January 2003 - February 2006
Ladenburg Thalmann January 2002 - January 2003
StockTradersPress.com 2000 - 2002
Skills
Web Content Management, Digital Marketing, Strategy, Content Management, Social Media Marketing, SharePoint, Mobile Devices, Web Development, Integration, Business Intelligence, Web Application Design, E-commerce, Business Development, Mobile Marketing, CMS, Cloud Computing, Strategic Partnerships, Mobile Applications, Lead Generation, CRM, Sales, Web Project Management, Online Marketing, SaaS, Enterprise Software, Competitive Analysis, Social Media, Consulting, Product Management, Business Strategy, Online Advertising, Web Analytics, Software Development, SEM, Integrated Marketing, Mobile Strategy, Management Consulting, SEO, Business Analysis, Email Marketing, Salesforce.com, Analytics, Start-ups, Product Marketing, PPC, Direct Marketing, Mobile, Music, Music Production, iOS Development
Education
Florida Atlantic University 1992 — 1996
Bachelor, Business Administration - Finance
Paul D Schreiber 1988 — 1992
Dane A. Palarino Dane A. Palarino's Ladenburg Thalmann Experience June 2001 - May 2003
Job Principal at DAP Consulting Group
Industry Information Technology and Services
Experience
DAP Consulting Group 2010 - Present
Paychex May 2005 - February 2009
UBS Wealth Management May 2003 - May 2005
Ladenburg Thalmann June 2001 - May 2003
Skills
Leadership, Talent Management, Talent Acquisition, Career Development, Executive Coaching, Account Management, Sales Process, New Business Development, Sales, Sales Recruitment, Direct Recruiting, Full-cycle Recruiting, SDLC, Cold Calling, Financial Services, Recruiting, Sales Management, Big Data, Data Analytics, Business Intelligence, Data Storage..., Storage Solutions, Virtualization, Networking Software, Storage, global HCM, Software Industry, Start-ups, Merger & Acquisition..., Hedge Funds, Technology Recruitment, Enterprise Storage, SaaS, Networking, Sales Presentations, Lead Generation, Building Relationships, Direct Sales, Sales Operations, Solution Selling, Selling, Employee Benefits, Training, Management, Customer Retention, Professional Services, Strategic Partnerships, Marketing, Salesforce.com, CRM
Education
Northeastern University 1997 — 2001
Finance/Accounting
Trumbull High School 1994 — 1997
DAP Consulting Group 2010 - Present
Paychex May 2005 - February 2009
UBS Wealth Management May 2003 - May 2005
Ladenburg Thalmann June 2001 - May 2003
Skills
Leadership, Talent Management, Talent Acquisition, Career Development, Executive Coaching, Account Management, Sales Process, New Business Development, Sales, Sales Recruitment, Direct Recruiting, Full-cycle Recruiting, SDLC, Cold Calling, Financial Services, Recruiting, Sales Management, Big Data, Data Analytics, Business Intelligence, Data Storage..., Storage Solutions, Virtualization, Networking Software, Storage, global HCM, Software Industry, Start-ups, Merger & Acquisition..., Hedge Funds, Technology Recruitment, Enterprise Storage, SaaS, Networking, Sales Presentations, Lead Generation, Building Relationships, Direct Sales, Sales Operations, Solution Selling, Selling, Employee Benefits, Training, Management, Customer Retention, Professional Services, Strategic Partnerships, Marketing, Salesforce.com, CRM
Education
Northeastern University 1997 — 2001
Finance/Accounting
Trumbull High School 1994 — 1997
John Savin's Ladenburg Thalmann Experience 2001 - 2004
Job Sr. Wealth Manager at Newbridge Securities
Industry Financial Services
Experience
Newbridge Securities February 2008 - Present
Chicago Investment Group 2004 - 2008
Ladenburg Thalmann 2001 - 2004
Keller Williams 1998 - 2001
Savin your Health 1993 - 1997
Skills
Finance, Investments, Financial Planning, Mutual Funds, Equities, Wealth Management, Fixed Income, Financial Advisory, Retirement Planning, Alternative Investments, Insurance, Retirement, Securities, Investment Strategies
Education
City University of New York-College of Staten Island
Biology/Biological Sciences, General
Newbridge Securities February 2008 - Present
Chicago Investment Group 2004 - 2008
Ladenburg Thalmann 2001 - 2004
Keller Williams 1998 - 2001
Savin your Health 1993 - 1997
Skills
Finance, Investments, Financial Planning, Mutual Funds, Equities, Wealth Management, Fixed Income, Financial Advisory, Retirement Planning, Alternative Investments, Insurance, Retirement, Securities, Investment Strategies
Education
City University of New York-College of Staten Island
Biology/Biological Sciences, General
Jon Rahmani Jon Rahmani's Ladenburg Thalmann Experience September 1996 - December 2001
Job Director Enterprise Sales
Industry Computer Software
Experience
CommVault July 2010 - Present
IBM August 2009 - August 2010
Xiotech March 2008 - August 2009
Dell September 2002 - March 2008
Ladenburg Thalmann September 1996 - December 2001
Skills
Storage, Storage Area Networks, Solution Selling, NAS, Cloud Computing, Enterprise Storage, CommVault, Consultative Selling, Virtualization, Deduplication, Channel, Enterprise Software, Software Sales, Sales Management, Data Center, Disaster Recovery, Storage Virtualization, Contract Negotiations, SaaS, Direct Sales, Professional Services, Business Continuity, Team Leadership, Replication, New Business Development, Customer Relations, ILM, Team Building, Sales Process, Business Strategy, Storage Management, Key Account Management, Demand Generation, Computer Hardware, Strategic Planning, Business Intelligence, Negotiation, Pre-sales, Account Management, Storage Solutions, Managed Services, Service Providers, Channel Partners, Contract Negotiation, Selling, Software Industry, Partner Management, Business Alliances, Salesforce.com, Management
Education
City University of New York 1991 — 1995
BA, Business, minor in Economics
CommVault July 2010 - Present
IBM August 2009 - August 2010
Xiotech March 2008 - August 2009
Dell September 2002 - March 2008
Ladenburg Thalmann September 1996 - December 2001
Skills
Storage, Storage Area Networks, Solution Selling, NAS, Cloud Computing, Enterprise Storage, CommVault, Consultative Selling, Virtualization, Deduplication, Channel, Enterprise Software, Software Sales, Sales Management, Data Center, Disaster Recovery, Storage Virtualization, Contract Negotiations, SaaS, Direct Sales, Professional Services, Business Continuity, Team Leadership, Replication, New Business Development, Customer Relations, ILM, Team Building, Sales Process, Business Strategy, Storage Management, Key Account Management, Demand Generation, Computer Hardware, Strategic Planning, Business Intelligence, Negotiation, Pre-sales, Account Management, Storage Solutions, Managed Services, Service Providers, Channel Partners, Contract Negotiation, Selling, Software Industry, Partner Management, Business Alliances, Salesforce.com, Management
Education
City University of New York 1991 — 1995
BA, Business, minor in Economics
John Baratta John Baratta's Ladenburg Thalmann Experience January 2001 - October 2004
Job Managing Director at Cowen Prime Services
Industry Financial Services
Experience
Cowen Prime Services September 2015 - Present
Concept Capital Markets March 2011 - September 2015
Private Hedge Fund February 2008 - February 2011
RBC Capital Markets August 2007 - February 2008
Lek Securities September 2005 - August 2007
Pulglisi and company October 2004 - September 2005
Ladenburg Thalmann January 2001 - October 2004
Gruntal and Company August 1997 - January 2001
Skills
Equity Trading, Trading, Electronic Trading, Series 63, Equities, Options, Series 7, Trading Systems, Proprietary Trading, Hedge Funds, Capital Markets, Securities, Asset Management, Global Macro, Alternative Investments, Fixed Income, Bloomberg, Asset Allocation, Series 24, Hedging, Derivatives, Fund Of Funds, Arbitrage, ETFs, Financial Markets, Trading Strategies, Market Making, Equity Derivatives, FINRA, Commodity, Traders, Prime Brokerage, Technical Analysis, Bonds, Equity Research, Currency, Portfolio Management, FX Options, Volatility, Customer Service
Education
Pace University 1986 — 1990
B.S, Finance/Banking
Port Richmond H.S 1980 — 1985
Edward Markham
Cowen Prime Services September 2015 - Present
Concept Capital Markets March 2011 - September 2015
Private Hedge Fund February 2008 - February 2011
RBC Capital Markets August 2007 - February 2008
Lek Securities September 2005 - August 2007
Pulglisi and company October 2004 - September 2005
Ladenburg Thalmann January 2001 - October 2004
Gruntal and Company August 1997 - January 2001
Skills
Equity Trading, Trading, Electronic Trading, Series 63, Equities, Options, Series 7, Trading Systems, Proprietary Trading, Hedge Funds, Capital Markets, Securities, Asset Management, Global Macro, Alternative Investments, Fixed Income, Bloomberg, Asset Allocation, Series 24, Hedging, Derivatives, Fund Of Funds, Arbitrage, ETFs, Financial Markets, Trading Strategies, Market Making, Equity Derivatives, FINRA, Commodity, Traders, Prime Brokerage, Technical Analysis, Bonds, Equity Research, Currency, Portfolio Management, FX Options, Volatility, Customer Service
Education
Pace University 1986 — 1990
B.S, Finance/Banking
Port Richmond H.S 1980 — 1985
Edward Markham
Tara MacDonald's Ladenburg Thalmann Experience February 2004 - November 2004
Job Senior EA/PA
Industry Financial Services
Experience
Forbes Private Capital Group aka FocusPoint Capital Group & G2 Investment Group, LLC September 2010 - Present
Guggenheim Securities November 2004 - September 2010
Ladenburg Thalmann February 2004 - November 2004
Empire State Properties November 2003 - February 2004
Blue Zebra Communications June 1998 - September 2003
Contempora Fabrics Inc January 1992 - May 1998
Lester A. Lazarus, P.C. May 1989 - November 1991
Weinberg, Kurt & Kaplan April 1987 - May 1989
Skills
Office Administration, Office Management, Project Management, Human Resources, Compliance, Capital Markets, Management, Private Equity, Fixed Income, Project Planning, Employee Training, Bloomberg, Financial Services, FINRA, AML, Personnel Management, Event Planning, Securities, Due Diligence, Paralegal, Contract Negotiation, Vendor Relationship..., Staff Training, Notary Public, Leadership
Education
Hofstra University 2003 — 2006
MBA, Business Administration
Adelphi University 1988 — 1992
BA, Criminal Justice & Paralegal
Forbes Private Capital Group aka FocusPoint Capital Group & G2 Investment Group, LLC September 2010 - Present
Guggenheim Securities November 2004 - September 2010
Ladenburg Thalmann February 2004 - November 2004
Empire State Properties November 2003 - February 2004
Blue Zebra Communications June 1998 - September 2003
Contempora Fabrics Inc January 1992 - May 1998
Lester A. Lazarus, P.C. May 1989 - November 1991
Weinberg, Kurt & Kaplan April 1987 - May 1989
Skills
Office Administration, Office Management, Project Management, Human Resources, Compliance, Capital Markets, Management, Private Equity, Fixed Income, Project Planning, Employee Training, Bloomberg, Financial Services, FINRA, AML, Personnel Management, Event Planning, Securities, Due Diligence, Paralegal, Contract Negotiation, Vendor Relationship..., Staff Training, Notary Public, Leadership
Education
Hofstra University 2003 — 2006
MBA, Business Administration
Adelphi University 1988 — 1992
BA, Criminal Justice & Paralegal
Elliot Harris Elliot Harris's Ladenburg Thalmann Experience July 2009 - Present
Job Managing Director the Entertainment Industry Client Group Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann July 2009 - Present
Smith Barney January 2008 - July 2009
AXA September 2005 - January 2008
ladenburg thalmann 1996 - 2005
Education
Stanford University Graduate School of Business 2009 — 2009
Behavioral Finance, Behavioral Sciences
Harvard Business School 2008 — 2008
Behavioral Finance, Investment decision making
University of Pennsylvania - The Wharton School 2007 — 2007
CRP, Finance / Asset Management
State University of New York at Albany 1992 — 1996
Batchelors of Science, Political Science and Government
Ladenburg Thalmann July 2009 - Present
Smith Barney January 2008 - July 2009
AXA September 2005 - January 2008
ladenburg thalmann 1996 - 2005
Education
Stanford University Graduate School of Business 2009 — 2009
Behavioral Finance, Behavioral Sciences
Harvard Business School 2008 — 2008
Behavioral Finance, Investment decision making
University of Pennsylvania - The Wharton School 2007 — 2007
CRP, Finance / Asset Management
State University of New York at Albany 1992 — 1996
Batchelors of Science, Political Science and Government
Donna McCole-Rodriguez, PHR, SHRM - CP Donna McCole-Rodriguez, PHR, SHRM - CP's Ladenburg Thalmann Experience May 1996 - February 2003
Job Assistant Vice President, Human Resources
Industry Insurance
Experience
Jimcor Agencies February 2003 - Present
Ladenburg Thalmann May 1996 - February 2003
Skills
Employee Benefits, Employee Relations, Career Development, Recruiting, Human Resources, Benefits Administration, Workforce Planning, Interviews, Performance Management, Hiring, Organizational..., Employer Branding, Organizational..., College Recruiting, Insurance, Workers Compensation, Leadership
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing Management
New School University
MS, Human Resources Management
Jimcor Agencies February 2003 - Present
Ladenburg Thalmann May 1996 - February 2003
Skills
Employee Benefits, Employee Relations, Career Development, Recruiting, Human Resources, Benefits Administration, Workforce Planning, Interviews, Performance Management, Hiring, Organizational..., Employer Branding, Organizational..., College Recruiting, Insurance, Workers Compensation, Leadership
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing Management
New School University
MS, Human Resources Management
Brian Ferguson Brian Ferguson's Ladenburg Thalmann Experience February 2012 - November 2013
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
Bradley Gering's Ladenburg Thalmann Experience 2000 - 2003
Job Sr VP; Plant Mgr at S&G Tool Aid Corp
Industry Logistics and Supply Chain
Experience
S&G Tool Aid Corp October 2014 - Present
Miller Tabak June 2010 - October 2014
Kevin Dann & Partners November 2003 - June 2010
Ladenburg Thalmann 2000 - 2003
Skills
Hedge Funds, Equities, Fixed Income, Electronic Trading, Series 63, Capital Markets, Equity Trading, Series 7, Options, Equity Research, Trading
Education
New England College
S&G Tool Aid Corp October 2014 - Present
Miller Tabak June 2010 - October 2014
Kevin Dann & Partners November 2003 - June 2010
Ladenburg Thalmann 2000 - 2003
Skills
Hedge Funds, Equities, Fixed Income, Electronic Trading, Series 63, Capital Markets, Equity Trading, Series 7, Options, Equity Research, Trading
Education
New England College
Duncan Thomas's Ladenburg Thalmann Experience February 2009 - November 2009
Job Director at Amware Logistics Services
Industry Logistics and Supply Chain
Experience
Amware Fulfillment May 2012 - Present
BG Strategic Advisors May 2011 - May 2012
Anton Maix Fabrics LLC January 2010 - May 2011
Ladenburg Thalmann February 2009 - November 2009
Credit Suisse October 2007 - January 2009
Bear Stearns November 2000 - October 2007
Skills
Valuation, Investment Banking, Analysis, Strategy, Management, Equity Research, Warehousing, Supply Chain, Investments, Logistics, Equities, Transportation, Leadership, Mergers & Acquisitions, 3PL
Education
Babson 1992 — 1996
Finance / Investments
Babson College 1992 — 1996
Finance/Investments and Economics
Amware Fulfillment May 2012 - Present
BG Strategic Advisors May 2011 - May 2012
Anton Maix Fabrics LLC January 2010 - May 2011
Ladenburg Thalmann February 2009 - November 2009
Credit Suisse October 2007 - January 2009
Bear Stearns November 2000 - October 2007
Skills
Valuation, Investment Banking, Analysis, Strategy, Management, Equity Research, Warehousing, Supply Chain, Investments, Logistics, Equities, Transportation, Leadership, Mergers & Acquisitions, 3PL
Education
Babson 1992 — 1996
Finance / Investments
Babson College 1992 — 1996
Finance/Investments and Economics
Sean Rubin Sean Rubin's Ladenburg Thalmann Experience June 2012 - July 2012
Job Associate, Digital Insights at Mindshare
Industry Marketing and Advertising
Experience
Mindshare June 2015 - Present
Rue La La June 2014 - August 2014
MusclePharm, Corporation August 2013 - August 2014
Castle Brands Inc. June 2013 - July 2013
Ladenburg Thalmann June 2012 - July 2012
Paragon Theaters March 2011 - July 2011
Safestitch Medical, Inc June 2009 - July 2009
Skills
Marketing, Microsoft Office, Tableau, Pivot Tables, Research, Microsoft Word, PowerPoint, Spanish, Microsoft Excel, Business Analysis, Market Analysis, Analytics, Sales, Psychology, Writing, Windows, Data Entry, Management, Qualtrics, Analysis, Survey Design, Survey Research, Industrial Organization, Mac OS, English, Social Networking, Facebook, Social Media, Data Analysis, Public Speaking, Time Management
Education
Penn State University 2011 — 2015
Bachelor's Degree, Psychology w/ Business Option, Minor in Business, 3.40 GPA
Gulliver Preparatory School 2009 — 2011
High School
Mindshare June 2015 - Present
Rue La La June 2014 - August 2014
MusclePharm, Corporation August 2013 - August 2014
Castle Brands Inc. June 2013 - July 2013
Ladenburg Thalmann June 2012 - July 2012
Paragon Theaters March 2011 - July 2011
Safestitch Medical, Inc June 2009 - July 2009
Skills
Marketing, Microsoft Office, Tableau, Pivot Tables, Research, Microsoft Word, PowerPoint, Spanish, Microsoft Excel, Business Analysis, Market Analysis, Analytics, Sales, Psychology, Writing, Windows, Data Entry, Management, Qualtrics, Analysis, Survey Design, Survey Research, Industrial Organization, Mac OS, English, Social Networking, Facebook, Social Media, Data Analysis, Public Speaking, Time Management
Education
Penn State University 2011 — 2015
Bachelor's Degree, Psychology w/ Business Option, Minor in Business, 3.40 GPA
Gulliver Preparatory School 2009 — 2011
High School
Michael Singleton's Ladenburg Thalmann Experience January 2000 - March 2001
Job Founder & CEO, Polarity Entertainment Group,Entrepreneur, impacting the world through digital media innovation
Industry Entertainment
Experience
Polarity Entertainment Group October 2005 - Present
Universal Music Group Island Def Jam January 2001 - September 2005
Ladenburg Thalmann January 2000 - March 2001
Universal Music Group Def Jam Records January 1996 - December 1999
Skills
Entertainment, Music Industry, Social Media Marketing, Film, Digital Media, Marketing, Music Production, Creative Direction, Online Marketing, Music, Social Networking, Publicity, Event Planning, Television, New Media, Record Labels, Music Licensing, Event Management, Social Media, Radio, Advertising
Education
New York University
Bachelor's degree, Digital Communication and Media
Polarity Entertainment Group October 2005 - Present
Universal Music Group Island Def Jam January 2001 - September 2005
Ladenburg Thalmann January 2000 - March 2001
Universal Music Group Def Jam Records January 1996 - December 1999
Skills
Entertainment, Music Industry, Social Media Marketing, Film, Digital Media, Marketing, Music Production, Creative Direction, Online Marketing, Music, Social Networking, Publicity, Event Planning, Television, New Media, Record Labels, Music Licensing, Event Management, Social Media, Radio, Advertising
Education
New York University
Bachelor's degree, Digital Communication and Media
Arren Cyganovich, CFA Arren Cyganovich, CFA's Ladenburg Thalmann Experience September 2009 - July 2010
Job Vice President, Research Analyst at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies July 2015 - Present
Evercore Partners July 2010 - May 2015
Ladenburg Thalmann September 2009 - July 2010
Citigroup Corporate Strategy December 2008 - September 2009
Citigroup October 2005 - December 2008
Prudential Equity Group LLC May 2004 - October 2005
Skills
Capital Markets, Financial Modeling, Equity Research, Equities, Valuation, Bloomberg, DCF, Fixed Income, Hedge Funds, Private Equity, Leveraged Finance, Alternative Investments, Banking, Investment Banking, Equity Valuation, Investments, Financial Services, LBO
Education
Penn State University 1994 — 1998
BS, Finance
D.A. Davidson Companies July 2015 - Present
Evercore Partners July 2010 - May 2015
Ladenburg Thalmann September 2009 - July 2010
Citigroup Corporate Strategy December 2008 - September 2009
Citigroup October 2005 - December 2008
Prudential Equity Group LLC May 2004 - October 2005
Skills
Capital Markets, Financial Modeling, Equity Research, Equities, Valuation, Bloomberg, DCF, Fixed Income, Hedge Funds, Private Equity, Leveraged Finance, Alternative Investments, Banking, Investment Banking, Equity Valuation, Investments, Financial Services, LBO
Education
Penn State University 1994 — 1998
BS, Finance
James Berry James Berry's Ladenburg Thalmann Experience October 2007 - May 2010
Job Vice President of Mergers & Acquisitions at Buckhorn Energy Services
Industry Oil & Energy
Experience
Buckhorn Energy Services August 2014 - Present
GulfStar Group June 2014 - August 2014
GulfStar Group June 2011 - June 2014
GulfStar Group June 2010 - June 2011
Ladenburg Thalmann October 2007 - May 2010
Skills
Valuation, Financial Analysis, Financial Modeling, Private Equity, Investment Banking, Restructuring, Due Diligence, Corporate Finance, LBO, Capital Markets, Venture Capital, Equities, Mergers & Acquisitions, Investments, Corporate Development
Education
The University of Texas at Austin 2003 — 2007
Deerfield Academy 1999 — 2003
Buckhorn Energy Services August 2014 - Present
GulfStar Group June 2014 - August 2014
GulfStar Group June 2011 - June 2014
GulfStar Group June 2010 - June 2011
Ladenburg Thalmann October 2007 - May 2010
Skills
Valuation, Financial Analysis, Financial Modeling, Private Equity, Investment Banking, Restructuring, Due Diligence, Corporate Finance, LBO, Capital Markets, Venture Capital, Equities, Mergers & Acquisitions, Investments, Corporate Development
Education
The University of Texas at Austin 2003 — 2007
Deerfield Academy 1999 — 2003
Julia Ferrell's Ladenburg Thalmann Experience May 2015 - Present
Job Summer Analyst at Ladenburg Thalmann
Industry Research
Experience
Ladenburg Thalmann May 2015 - Present
Ladenburg Thalmann July 2014 - August 2014
Mendham Golf and Tennis Club April 2012 - September 2013
Essex Hunt Club October 2011 - March 2012
Camp Counselor July 2010 - August 2010
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Research, Teamwork, Organization, Critical Thinking, Mathematics, Economics, Analysis, Communication, Financial Analysis, Equity Research, Equity Research Analysis, Real Estate Private..., Social Media, Social Networking
Education
Indiana University Bloomington 2012 — 2016
Bachelor's Degree, Economics, Informatcs
Bernards High School 2008 — 2012
High School
Ladenburg Thalmann May 2015 - Present
Ladenburg Thalmann July 2014 - August 2014
Mendham Golf and Tennis Club April 2012 - September 2013
Essex Hunt Club October 2011 - March 2012
Camp Counselor July 2010 - August 2010
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Research, Teamwork, Organization, Critical Thinking, Mathematics, Economics, Analysis, Communication, Financial Analysis, Equity Research, Equity Research Analysis, Real Estate Private..., Social Media, Social Networking
Education
Indiana University Bloomington 2012 — 2016
Bachelor's Degree, Economics, Informatcs
Bernards High School 2008 — 2012
High School
Jaime Desmond Jaime Desmond's Ladenburg Thalmann Experience 2004 - Present
Job COO, Asset Management at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann 2004 - Present
Powell Johnson 2002 - 2004
Prudential Securities 1999 - 2002
Skills
Portfolio Management, Asset Management, Investments, Series 7, Alternative Investments
Education
Penn State University 1994 — 1998
Spanish Major, French and International Business Minors, Liberal Arts and Sciences/Liberal Studies
Watchung Hills High School 1990 — 1994
Ladenburg Thalmann 2004 - Present
Powell Johnson 2002 - 2004
Prudential Securities 1999 - 2002
Skills
Portfolio Management, Asset Management, Investments, Series 7, Alternative Investments
Education
Penn State University 1994 — 1998
Spanish Major, French and International Business Minors, Liberal Arts and Sciences/Liberal Studies
Watchung Hills High School 1990 — 1994
Theodore Wachtell Theodore Wachtell's Ladenburg Thalmann Experience April 2014 - Present
Job Associate, Institutional Sales and Trading at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann April 2014 - Present
UBS Financial Services December 2013 - April 2014
Kratos Defense and Security Solutions June 2012 - August 2012
ABKCO Music & Records, Inc. June 2011 - August 2011
Millennium Partners June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word
Education
Georgetown University 2009 — 2013
Bachelor of Arts (B.A.), Linguistics
Ladenburg Thalmann April 2014 - Present
UBS Financial Services December 2013 - April 2014
Kratos Defense and Security Solutions June 2012 - August 2012
ABKCO Music & Records, Inc. June 2011 - August 2011
Millennium Partners June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word
Education
Georgetown University 2009 — 2013
Bachelor of Arts (B.A.), Linguistics
Robert DeVita Robert DeVita's Ladenburg Thalmann Experience December 2011 - January 2012
Job Investment Banking Analyst at Leerink Partners LLC
Industry Financial Services
Experience
Leerink Partners LLC April 2014 - Present
EY June 2013 - April 2014
HGK Asset Management, Inc. June 2012 - August 2012
Ladenburg Thalmann December 2011 - January 2012
HGK Asset Management, Inc. May 2011 - August 2011
Skills
Business Development, Economics, Finance, Leadership, Financial Accounting, Financial Markets, Market Research, Public Speaking, Business Analysis, Data Analysis, Equity Research, Securities, Financial Modeling, Bloomberg, Microsoft Excel, PowerPoint, Valuation, Microsoft Office, Asset Management, Microsoft Word, Fixed Income, Equities, Financial Analysis, Investments, Mergers, Mutual Funds, Portfolio Management, Hedge Funds, Alternative Investments, Research, Investment Banking, Financial Statement..., Wealth Management..., Strategic Planning, Private Equity, Corporate Finance, Capital Markets, Bloomberg Terminal, Mergers & Acquisitions, Statistics, Asset Allocation
Education
Lehigh University 2009 — 2013
Bachelor of Science (B.S.), Finance and Entrepreneurship, Alumni
Montclair Kimberley Academy 2005 — 2009
Leerink Partners LLC April 2014 - Present
EY June 2013 - April 2014
HGK Asset Management, Inc. June 2012 - August 2012
Ladenburg Thalmann December 2011 - January 2012
HGK Asset Management, Inc. May 2011 - August 2011
Skills
Business Development, Economics, Finance, Leadership, Financial Accounting, Financial Markets, Market Research, Public Speaking, Business Analysis, Data Analysis, Equity Research, Securities, Financial Modeling, Bloomberg, Microsoft Excel, PowerPoint, Valuation, Microsoft Office, Asset Management, Microsoft Word, Fixed Income, Equities, Financial Analysis, Investments, Mergers, Mutual Funds, Portfolio Management, Hedge Funds, Alternative Investments, Research, Investment Banking, Financial Statement..., Wealth Management..., Strategic Planning, Private Equity, Corporate Finance, Capital Markets, Bloomberg Terminal, Mergers & Acquisitions, Statistics, Asset Allocation
Education
Lehigh University 2009 — 2013
Bachelor of Science (B.S.), Finance and Entrepreneurship, Alumni
Montclair Kimberley Academy 2005 — 2009
Joe Vicari Joe Vicari's Ladenburg Thalmann Experience January 1998 - March 2002
Job Principal & CoFounder at Trust3 Hospitality
Industry Construction
Experience
Trust3 Hospitality May 2009 - Present
Shawmut Design and Construction November 2008 - January 2012
JoeVic Consultants Inc January 2002 - January 2008
Ladenburg Thalmann January 1998 - March 2002
Skills
Managing Sales teams, Contract Negotiation, Real Estate Development, Green Building, Commercial Real Estate, Sales, Project Management, Renovation, Retail, Real Estate, Process Scheduler, Mixed-use, Management, Human Resources, Residential Homes, Food & Beverage, Facilities Management, Space planning, Hospitality Management, Construction Drawings, Hospitality
Education
New Jersey Institute of Technology 1986 — 1992
Bachelor of Architecture (BArch)
New Jersey Institute of Technology 1986 — 1991
Architecture, School of Architecture, Construction Management
Trust3 Hospitality May 2009 - Present
Shawmut Design and Construction November 2008 - January 2012
JoeVic Consultants Inc January 2002 - January 2008
Ladenburg Thalmann January 1998 - March 2002
Skills
Managing Sales teams, Contract Negotiation, Real Estate Development, Green Building, Commercial Real Estate, Sales, Project Management, Renovation, Retail, Real Estate, Process Scheduler, Mixed-use, Management, Human Resources, Residential Homes, Food & Beverage, Facilities Management, Space planning, Hospitality Management, Construction Drawings, Hospitality
Education
New Jersey Institute of Technology 1986 — 1992
Bachelor of Architecture (BArch)
New Jersey Institute of Technology 1986 — 1991
Architecture, School of Architecture, Construction Management
Curtis White, CRPC® Curtis White, CRPC®'s Ladenburg Thalmann Experience 1989 - 1990
Job Associate Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors August 2003 - Present
NDB January 1991 - June 2002
Fidelity Capital Markets April 1987 - February 1991
Ladenburg Thalmann 1989 - 1990
Education
Northeastern University 1982 — 1987
BA, Finance
Ipswich High School 1978 — 1982
Ameriprise Financial Advisors August 2003 - Present
NDB January 1991 - June 2002
Fidelity Capital Markets April 1987 - February 1991
Ladenburg Thalmann 1989 - 1990
Education
Northeastern University 1982 — 1987
BA, Finance
Ipswich High School 1978 — 1982
Katherine (Katie) O'Neill Katherine (Katie) O'Neill's Ladenburg Thalmann Experience May 2012 - May 2012
Job HR Coordinator at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC August 2015 - Present
Bloomberg LP November 2014 - Present
Bloomberg LP January 2014 - November 2014
Bloomberg LP June 2013 - August 2013
Hukkster September 2012 - May 2013
Northwestern Mutual June 2012 - August 2012
Ladenburg Thalmann May 2012 - May 2012
Skills
Facebook, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Interviews, Advertising, WordPress, Marketing, Photoshop, Sales, Research, Social Networking
Education
Boston College 2011 — 2013
Bachelor of Arts (B.A.), Political Science
University of Richmond 2009 — 2011
Bachelor of Arts, Political Science and Leadership Studies
Apollo Global Management LLC August 2015 - Present
Bloomberg LP November 2014 - Present
Bloomberg LP January 2014 - November 2014
Bloomberg LP June 2013 - August 2013
Hukkster September 2012 - May 2013
Northwestern Mutual June 2012 - August 2012
Ladenburg Thalmann May 2012 - May 2012
Skills
Facebook, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Interviews, Advertising, WordPress, Marketing, Photoshop, Sales, Research, Social Networking
Education
Boston College 2011 — 2013
Bachelor of Arts (B.A.), Political Science
University of Richmond 2009 — 2011
Bachelor of Arts, Political Science and Leadership Studies
Julia Mabey's Ladenburg Thalmann Experience June 2015 - Present
Job Trading and Operations Associate at Ladenburg Thalmann Asset Management
Industry Financial Services
Experience
Ladenburg Thalmann June 2015 - Present
Willkie Farr & Gallagher LLP June 2014 - June 2015
Trade Supply Group March 2014 - May 2014
Mountain Creek Resort June 2013 - January 2014
Mountain Creek LLC May 2012 - August 2012
Mountain Creek Resort April 2011 - August 2011
Skills
Foreign Languages, French, Italian, English, Customer Service, Sales, PowerPoint, Microsoft Office, Microsoft Excel, Accounting, Research, Time Management
Education
Manhattan College 2011 — 2015
Bachelor’s Degree, Accounting
L'Institute Catholique de Paris 2013 — 2013
Vernon Township HIgh School 2007 — 2011
Ladenburg Thalmann June 2015 - Present
Willkie Farr & Gallagher LLP June 2014 - June 2015
Trade Supply Group March 2014 - May 2014
Mountain Creek Resort June 2013 - January 2014
Mountain Creek LLC May 2012 - August 2012
Mountain Creek Resort April 2011 - August 2011
Skills
Foreign Languages, French, Italian, English, Customer Service, Sales, PowerPoint, Microsoft Office, Microsoft Excel, Accounting, Research, Time Management
Education
Manhattan College 2011 — 2015
Bachelor’s Degree, Accounting
L'Institute Catholique de Paris 2013 — 2013
Vernon Township HIgh School 2007 — 2011
Maria Benedykcinski Maria Benedykcinski's Ladenburg Thalmann Experience February 2008 - September 2008
Job Business Developer at Isgus America,LLC
Industry Financial Services
Experience
Isgus America LLC June 2012 - Present
National Securities/ Brigantine Advisors July 2011 - February 2012
Jessup & Lamont October 2008 - June 2009
Ladenburg Thalmann February 2008 - September 2008
Punk, Ziegel & Company January 1998 - February 2008
Ryan Beck & Co. 1995 - 1998
Gruntal 1993 - 1995
SG Warburg 1990 - 1993
Drexel Burnham Lambert 1983 - 1990
Skills
Private Placements, Equities, Investment Banking, Financial Services, Trading, Banking, Series 7, Investments, Entrepreneurship, IPO, Venture Capital, Hedge Funds, Capital Markets, Start-ups, Finance, Institutional Sales, Valuation
Education
City University of New York City College
Ms.ED, Education
Temple University
Certificate in N-6 Education
University of Maryland College Park
BA, GVPT Soc. Educ.
other
other
Isgus America LLC June 2012 - Present
National Securities/ Brigantine Advisors July 2011 - February 2012
Jessup & Lamont October 2008 - June 2009
Ladenburg Thalmann February 2008 - September 2008
Punk, Ziegel & Company January 1998 - February 2008
Ryan Beck & Co. 1995 - 1998
Gruntal 1993 - 1995
SG Warburg 1990 - 1993
Drexel Burnham Lambert 1983 - 1990
Skills
Private Placements, Equities, Investment Banking, Financial Services, Trading, Banking, Series 7, Investments, Entrepreneurship, IPO, Venture Capital, Hedge Funds, Capital Markets, Start-ups, Finance, Institutional Sales, Valuation
Education
City University of New York City College
Ms.ED, Education
Temple University
Certificate in N-6 Education
University of Maryland College Park
BA, GVPT Soc. Educ.
other
other
Philip Berliner Philip Berliner's Ladenburg Thalmann Experience 1990 - 1992
Job Vice President at Valufinder Group
Industry Investment Banking
Experience
Valufinder Group 2005 - Present
Zanett Securities 1998 - 2004
Schonfeld Securities 1992 - 1998
Ladenburg, Thalmann 1990 - 1992
PaineWebber, Inc. 1988 - 1990
Drexel Burnham Lambert 1986 - 1988
Pirelli Industries 1981 - 1986
Skills
Investment Banking, Financial Analysis, Equities, Investments, Corporate Finance, Mergers & Acquisitions, Fixed Income, Mergers, Sales, Asset Managment
Education
Harvard University 1980 — 1981
Visiting Student, Economics & Marketing
Boston University 1977 — 1981
BA, Economics
Fairleigh Dickinson University
MBA, Corporate Finance
Valufinder Group 2005 - Present
Zanett Securities 1998 - 2004
Schonfeld Securities 1992 - 1998
Ladenburg, Thalmann 1990 - 1992
PaineWebber, Inc. 1988 - 1990
Drexel Burnham Lambert 1986 - 1988
Pirelli Industries 1981 - 1986
Skills
Investment Banking, Financial Analysis, Equities, Investments, Corporate Finance, Mergers & Acquisitions, Fixed Income, Mergers, Sales, Asset Managment
Education
Harvard University 1980 — 1981
Visiting Student, Economics & Marketing
Boston University 1977 — 1981
BA, Economics
Fairleigh Dickinson University
MBA, Corporate Finance
Michael Mundo Michael Mundo's Ladenburg Thalmann Experience September 1998 - Present
Job President at Mundo Financial Services
Industry Financial Services
Experience
Mundo Financial Services January 2009 - Present
Ladenburg Thalmann September 1998 - Present
ladenburg thalmann 1995 - Present
T3Live.com 2010 - 2010
Education
Central Connecticut State University 1994 — 1998
Mundo Financial Services January 2009 - Present
Ladenburg Thalmann September 1998 - Present
ladenburg thalmann 1995 - Present
T3Live.com 2010 - 2010
Education
Central Connecticut State University 1994 — 1998
Drew Buzzell Drew Buzzell's Ladenburg Thalmann Experience June 2014 - July 2014
Job Investment Banking Summer Analyst at Barclays
Industry
Experience
Barclays May 2015 - Present
Ladenburg Thalmann June 2014 - July 2014
UBS Wealth Management May 2013 - August 2013
Education
Colgate University 2012 — 2016
Mathematical Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Bridge Business Program
Barclays May 2015 - Present
Ladenburg Thalmann June 2014 - July 2014
UBS Wealth Management May 2013 - August 2013
Education
Colgate University 2012 — 2016
Mathematical Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Bridge Business Program
William F. Coyle Jr. William F. Coyle Jr.'s Ladenburg Thalmann Experience February 1988 - June 1990
Job Senior Director at Fidelity Investments: Operation and Services for Fidelity Institutional Clients
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments April 2008 - September 2011
Fidelity Investments July 2002 - March 2008
Fidelity Investments December 1995 - July 2002
Bear Stearns & Company September 1990 - December 1995
Ladenburg Thalmann February 1988 - June 1990
Skills
Strategic Planning, Financial / Risk..., Business Process..., Project Management, Relationship Management, Staff Development, Budget and Forecasting, Business Continuity..., Balanced Scorecard, Client Billing, Financial Services, Risk Management
Education
Rutgers University 1982 — 1987
Bachelor’s Degree, Economics
Fidelity Investments October 2011 - Present
Fidelity Investments April 2008 - September 2011
Fidelity Investments July 2002 - March 2008
Fidelity Investments December 1995 - July 2002
Bear Stearns & Company September 1990 - December 1995
Ladenburg Thalmann February 1988 - June 1990
Skills
Strategic Planning, Financial / Risk..., Business Process..., Project Management, Relationship Management, Staff Development, Budget and Forecasting, Business Continuity..., Balanced Scorecard, Client Billing, Financial Services, Risk Management
Education
Rutgers University 1982 — 1987
Bachelor’s Degree, Economics
Nancy Hull's Ladenburg Thalmann Experience October 2007 - October 2010
Job Consultant at Bush Consulting Group
Industry Management Consulting
Experience
Bush Consulting Group August 2014 - Present
Littlebanc Advisors, LLC January 2012 - May 2014
Ladenburg Thalmann October 2007 - October 2010
Abaris Advisors, LLC November 2005 - October 2007
Avalon Research Group July 2000 - October 2005
Caerus First Round Fund 1999 - 2000
Transkaryotic Therapies May 1993 - August 1998
Skills
Venture Capital, Private Equity, Equity Research, Investment Banking, Merchant Banking, Equity Valuation, Business Strategy, Business Analysis, Business Intelligence, Valuation, Mergers & Acquisitions, Investments, Strategy, Series 7, Capital Markets, Portfolio Management, Hedge Funds, Analysis, Asset Management, Financial Modeling, Due Diligence, Securities, Structured Finance, Trading, Finance, Start-ups, Equities, Corporate Development, Financial Services, Corporate Finance, IPO, Funding, Alternative Investments, Emerging Markets, Capital, Private Placements, Financial Markets, Investor Relations, Management, Business Development, Strategic Planning, Consulting, Entrepreneurship, Management Consulting, Financial Analysis
Education
University of Florida - Warrington College of Business Administration 1998 — 2000
MBA, Finance, Competitive Strategy
Emory University 1986 — 1990
BA, Psychology
Bush Consulting Group August 2014 - Present
Littlebanc Advisors, LLC January 2012 - May 2014
Ladenburg Thalmann October 2007 - October 2010
Abaris Advisors, LLC November 2005 - October 2007
Avalon Research Group July 2000 - October 2005
Caerus First Round Fund 1999 - 2000
Transkaryotic Therapies May 1993 - August 1998
Skills
Venture Capital, Private Equity, Equity Research, Investment Banking, Merchant Banking, Equity Valuation, Business Strategy, Business Analysis, Business Intelligence, Valuation, Mergers & Acquisitions, Investments, Strategy, Series 7, Capital Markets, Portfolio Management, Hedge Funds, Analysis, Asset Management, Financial Modeling, Due Diligence, Securities, Structured Finance, Trading, Finance, Start-ups, Equities, Corporate Development, Financial Services, Corporate Finance, IPO, Funding, Alternative Investments, Emerging Markets, Capital, Private Placements, Financial Markets, Investor Relations, Management, Business Development, Strategic Planning, Consulting, Entrepreneurship, Management Consulting, Financial Analysis
Education
University of Florida - Warrington College of Business Administration 1998 — 2000
MBA, Finance, Competitive Strategy
Emory University 1986 — 1990
BA, Psychology
Christopher Mecray's Ladenburg Thalmann Experience June 1993 - December 1994
Job V.P. Investor Relations at Axalta Coating Systems
Industry Chemicals
Experience
Axalta Coating Systems March 2015 - Present
BlackRock Inc. March 2006 - February 2015
Deutsche Bank Securities September 1997 - March 2004
Alex. Brown Inc. January 1995 - September 1997
Ladenburg Thalmann June 1993 - December 1994
Skills
Materials, Equities, Portfolio Management, Equity Research, Valuation, Industrials, Transportation, Bloomberg, Fixed Income, Financial Analysis, Financial Modeling, Asset Management, Industrial Sector, Investments, Hedge Funds, Capital Markets, Alternative Investments, Equity Valuation, Investment Banking, Private Equity, Mutual Funds
Education
Princeton University 1989 — 1993
Bachelor's Degree, European History
Eton College, Windsor U.K. 1988 — 1989
High School, A Level Studies in British and European History
Belmont Hill School 1982 — 1988
High School
Axalta Coating Systems March 2015 - Present
BlackRock Inc. March 2006 - February 2015
Deutsche Bank Securities September 1997 - March 2004
Alex. Brown Inc. January 1995 - September 1997
Ladenburg Thalmann June 1993 - December 1994
Skills
Materials, Equities, Portfolio Management, Equity Research, Valuation, Industrials, Transportation, Bloomberg, Fixed Income, Financial Analysis, Financial Modeling, Asset Management, Industrial Sector, Investments, Hedge Funds, Capital Markets, Alternative Investments, Equity Valuation, Investment Banking, Private Equity, Mutual Funds
Education
Princeton University 1989 — 1993
Bachelor's Degree, European History
Eton College, Windsor U.K. 1988 — 1989
High School, A Level Studies in British and European History
Belmont Hill School 1982 — 1988
High School
Mohammed A. Ahmed's Ladenburg Thalmann Experience May 2001 - September 2001
Job Portfolio | Cloud Services | Consultant at EMC
Industry Information Technology and Services
Experience
EMC September 2015 - Present
EMC July 2012 - September 2015
Alcatel-Lucent March 2011 - July 2012
Alcatel-Lucent December 2009 - May 2011
Alcatel-Lucent August 2009 - December 2009
Alcatel-Lucent September 2006 - September 2009
Alcatel-Lucent November 2004 - August 2006
AT&T Services, Inc. July 2002 - October 2004
Varion Consulting August 1999 - June 2002
Ladenburg Thalmann May 2001 - September 2001
Skills
Integration, Program Management, Strategy, Telecommunications, PMP, Business Development, Cloud Computing, Vendor Management, Business Process, Cross-functional Team..., Project Management, Management, PMO, Technology Management, Resource Management, Project Planning, Leadership, Change Management, Business Analysis, Risk Management, Entrepreneurship, IPTV, Analysis, Business Strategy, Product Management, Software Documentation, System Deployment, Management Consulting, Strategic Planning, Project Delivery, IT Strategy, Portfolio Management, ERP, Team Management, Operations Management, Security, Professional Services, Disaster Recovery, Solution Implementation, Business Continuity, Storage Virtualization, Requirements Analysis, Business Plan..., Outsourcing, Business Transformation
Education
Harvard University 2011 — 2013
Master of Arts (MA), Master's of General Management
Boston University 2014 — 2016
Master of Science (MS), Business Continuity, Security & Risk Management
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Economics - (Econometrics, Finance, Accounting, Corporate Law and International Trade)
St. Christopher's School
GCSE, Specialized in Economics, Physics, and Chemistry
EMC September 2015 - Present
EMC July 2012 - September 2015
Alcatel-Lucent March 2011 - July 2012
Alcatel-Lucent December 2009 - May 2011
Alcatel-Lucent August 2009 - December 2009
Alcatel-Lucent September 2006 - September 2009
Alcatel-Lucent November 2004 - August 2006
AT&T Services, Inc. July 2002 - October 2004
Varion Consulting August 1999 - June 2002
Ladenburg Thalmann May 2001 - September 2001
Skills
Integration, Program Management, Strategy, Telecommunications, PMP, Business Development, Cloud Computing, Vendor Management, Business Process, Cross-functional Team..., Project Management, Management, PMO, Technology Management, Resource Management, Project Planning, Leadership, Change Management, Business Analysis, Risk Management, Entrepreneurship, IPTV, Analysis, Business Strategy, Product Management, Software Documentation, System Deployment, Management Consulting, Strategic Planning, Project Delivery, IT Strategy, Portfolio Management, ERP, Team Management, Operations Management, Security, Professional Services, Disaster Recovery, Solution Implementation, Business Continuity, Storage Virtualization, Requirements Analysis, Business Plan..., Outsourcing, Business Transformation
Education
Harvard University 2011 — 2013
Master of Arts (MA), Master's of General Management
Boston University 2014 — 2016
Master of Science (MS), Business Continuity, Security & Risk Management
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Economics - (Econometrics, Finance, Accounting, Corporate Law and International Trade)
St. Christopher's School
GCSE, Specialized in Economics, Physics, and Chemistry
Jennifer Wald's Ladenburg Thalmann Experience 1994 - 1998
Job Human Resources at American Jewish World Service
Industry Human Resources
Experience
American Jewish World Service June 2010 - Present
Take 2 Interactive September 2007 - April 2009
Creditex Group Inc. February 2006 - July 2007
HSBC October 2005 - February 2006
Needham & Company May 2004 - December 2004
Banc of America Securities August 1998 - August 2001
Ladenburg Thalmann 1994 - 1998
Skills
Performance Management, Recruiting, Human Resources, Employment Law, Conflict Resolution, HRIS, Project Management, Nonprofit HR, Compensation & Benefit, Hiring, Organizational Design, Policy, Strategy, Temporary Placement, Personnel Management, Nonprofits, Management, Leadership, HR Policies
Education
New York University 2001 — 2003
MSW, Social Work
State University of New York College at Oswego 1990 — 1994
American Jewish World Service June 2010 - Present
Take 2 Interactive September 2007 - April 2009
Creditex Group Inc. February 2006 - July 2007
HSBC October 2005 - February 2006
Needham & Company May 2004 - December 2004
Banc of America Securities August 1998 - August 2001
Ladenburg Thalmann 1994 - 1998
Skills
Performance Management, Recruiting, Human Resources, Employment Law, Conflict Resolution, HRIS, Project Management, Nonprofit HR, Compensation & Benefit, Hiring, Organizational Design, Policy, Strategy, Temporary Placement, Personnel Management, Nonprofits, Management, Leadership, HR Policies
Education
New York University 2001 — 2003
MSW, Social Work
State University of New York College at Oswego 1990 — 1994
Maura Rose's Ladenburg Thalmann Experience 1987 - 1988
Job Managing Director, Banking and Loyalty Programs, Smith Barney
Industry Financial Services
Experience
Smith Barney March 2006 - Present
American Express 2002 - 2005
American Express 2000 - 2002
American Express 1997 - 2000
American Express 1994 - 1997
American Express 1992 - 1994
American Express 1991 - 1992
American Express 1990 - 1991
Ladenburg Thalmann 1987 - 1988
Mary Boone Gallery 1984 - 1987
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Marketing
New York University 1981 — 1985
BA, Art History
Smith Barney March 2006 - Present
American Express 2002 - 2005
American Express 2000 - 2002
American Express 1997 - 2000
American Express 1994 - 1997
American Express 1992 - 1994
American Express 1991 - 1992
American Express 1990 - 1991
Ladenburg Thalmann 1987 - 1988
Mary Boone Gallery 1984 - 1987
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Marketing
New York University 1981 — 1985
BA, Art History
Steve Mullooly's Ladenburg Thalmann Experience 2004 - 2006
Job Chief Compliance Officer at Schafer Cullen Capital Mgmt
Industry Investment Management
Experience
Schafer Cullen Capital Mgmt 2006 - Present
Ladenburg Thalmann 2004 - 2006
Donaldson, Lufkin & Jenrette 2000 - 2004
Morgan Stanley 1993 - 2000
Smith Barney 1990 - 1993
Shearson Lehman Brothers 1990 - 1993
Merrill Lynch 1988 - 1990
Skills
Hedge Funds, Mutual Funds, Equities, AML, FINRA, Securities, Broker-Dealer, SEC, Asset Managment, Management, Series 7, Series 24, Series 63, Investment Advisory, Investments, Investment Company Act, CIP, Series 3, Series 4, Series 8 (now 9&10), Series 14, Alternative Investments, Separately Managed..., Investment Management, Registered Investment...
Education
New York Institute of Technology
BS, Business & Economics
Schafer Cullen Capital Mgmt 2006 - Present
Ladenburg Thalmann 2004 - 2006
Donaldson, Lufkin & Jenrette 2000 - 2004
Morgan Stanley 1993 - 2000
Smith Barney 1990 - 1993
Shearson Lehman Brothers 1990 - 1993
Merrill Lynch 1988 - 1990
Skills
Hedge Funds, Mutual Funds, Equities, AML, FINRA, Securities, Broker-Dealer, SEC, Asset Managment, Management, Series 7, Series 24, Series 63, Investment Advisory, Investments, Investment Company Act, CIP, Series 3, Series 4, Series 8 (now 9&10), Series 14, Alternative Investments, Separately Managed..., Investment Management, Registered Investment...
Education
New York Institute of Technology
BS, Business & Economics
Pavel Litvinov's Ladenburg Thalmann Experience 2010 - 2010
Job Founder at Green Road Properties / Cofounder Yizzam.com
Industry Financial Services
Experience
Yizzam February 2011 - Present
Paramount Commercial Realty February 2011 - Present
Green Road Properties August 2009 - Present
University of Miami August 2008 - April 2010
Ladenburg Thalmann 2010 - 2010
Bayview Financial May 2009 - August 2009
Smith Barney May 2006 - July 2008
Skills
Valuation, Financial Modeling, Real Estate, Investment Properties, Foreclosures, Loans, REO, Portfolio Management, Loss Mitigation, Finance, Investments, Financial Analysis, Asset Managment, Private Equity, Due Diligence, Equities, Real Estate Economics, Commercial Real Estate, Asset Management
Education
University of Miami - School of Business 2008 — 2010
Business, Finance
Florida International University 2003 — 2006
Business, Finance
Florida International University - College of Business Administration 2003 — 2006
Bachelor of Science (BS), Finance, General
Yizzam February 2011 - Present
Paramount Commercial Realty February 2011 - Present
Green Road Properties August 2009 - Present
University of Miami August 2008 - April 2010
Ladenburg Thalmann 2010 - 2010
Bayview Financial May 2009 - August 2009
Smith Barney May 2006 - July 2008
Skills
Valuation, Financial Modeling, Real Estate, Investment Properties, Foreclosures, Loans, REO, Portfolio Management, Loss Mitigation, Finance, Investments, Financial Analysis, Asset Managment, Private Equity, Due Diligence, Equities, Real Estate Economics, Commercial Real Estate, Asset Management
Education
University of Miami - School of Business 2008 — 2010
Business, Finance
Florida International University 2003 — 2006
Business, Finance
Florida International University - College of Business Administration 2003 — 2006
Bachelor of Science (BS), Finance, General
Anthony Rapacciuolo's Ladenburg Thalmann Experience October 1998 - March 2008
Job Assistant Director of Operations
Industry Wine and Spirits
Experience
Empire Merchants June 2014 - Present
Empire Merchants,LLC March 2008 - June 2014
Ladenburg Thalmann October 1998 - March 2008
Financial Services February 1993 - October 1998
Education
Florida International University - College of Business Administration
BA, Business
Lynbrook High School
Empire Merchants June 2014 - Present
Empire Merchants,LLC March 2008 - June 2014
Ladenburg Thalmann October 1998 - March 2008
Financial Services February 1993 - October 1998
Education
Florida International University - College of Business Administration
BA, Business
Lynbrook High School
Andrew Chapro's Ladenburg Thalmann Experience
Job Sales trader at Ladenburg Thalmann
Industry Capital Markets
Experience
Ladenburg Thalmann
Skills
Capital Markets, Hedge Funds, Equities
Education
Richmond, The American International University in London 1980 — 1984
SCARSDALE HIGH SCHOOL
Ladenburg Thalmann
Skills
Capital Markets, Hedge Funds, Equities
Education
Richmond, The American International University in London 1980 — 1984
SCARSDALE HIGH SCHOOL
Rachel Dwight's Ladenburg Thalmann Experience 1993 - 1996
Job Administrative Assistant
Industry Libraries
Experience
DiSimone Consulting Engineers March 2014 - Present
NERL Consortium May 2012 - April 2013
Yale University Office of Digital Assets and Infrastructure November 2008 - February 2010
Yale University Library September 2005 - October 2008
Daniel Hand High School March 2003 - September 2005
Polytechnic University May 2000 - November 2002
Wasserstein Perella October 1996 - April 2000
Ladenburg Thalmann 1993 - 1996
Skills
Editing, Administrative Work, Higher Education, Academia, Grant Writing, Tutoring, Research, FileMaker, Teaching, Data Entry, Library Instruction, Library, Books, Proofreading, Library Science, Information Literacy, Copy Editing, Academic Libraries, Archives, Electronic Resources, Special Collections, Data Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Libraries
Education
Rutgers University-New Brunswick 1998 — 2000
MLS, Library and Information Science
City University of New York-Hunter College 1995 — 1998
Bachelor of Arts (BA), Creative Writing
St. John's College (MD) 1987 — 1989
N/A, Mathematics and philosophy
Whitehall Yearling High School 1983 — 1987
College prep
DiSimone Consulting Engineers March 2014 - Present
NERL Consortium May 2012 - April 2013
Yale University Office of Digital Assets and Infrastructure November 2008 - February 2010
Yale University Library September 2005 - October 2008
Daniel Hand High School March 2003 - September 2005
Polytechnic University May 2000 - November 2002
Wasserstein Perella October 1996 - April 2000
Ladenburg Thalmann 1993 - 1996
Skills
Editing, Administrative Work, Higher Education, Academia, Grant Writing, Tutoring, Research, FileMaker, Teaching, Data Entry, Library Instruction, Library, Books, Proofreading, Library Science, Information Literacy, Copy Editing, Academic Libraries, Archives, Electronic Resources, Special Collections, Data Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Libraries
Education
Rutgers University-New Brunswick 1998 — 2000
MLS, Library and Information Science
City University of New York-Hunter College 1995 — 1998
Bachelor of Arts (BA), Creative Writing
St. John's College (MD) 1987 — 1989
N/A, Mathematics and philosophy
Whitehall Yearling High School 1983 — 1987
College prep
Jeff Klinge's Ladenburg Thalmann Experience TraderKnight Securities1996 - 2002
Job Institutional Sales Trader at Ladenburg Thalmann
Industry Oil & Energy
Experience
Ladenburg Thalmann TraderKnight Securities1996 - 2002
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Busineess
Cornell University 1989 — 1993
The Taft School
Ladenburg Thalmann TraderKnight Securities1996 - 2002
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Busineess
Cornell University 1989 — 1993
The Taft School
Paul Zumbo's Ladenburg Thalmann Experience June 1997 - February 1999
Job Finance Leader at MasterCard Worldwide
Industry Financial Services
Experience
MasterCard Worldwide April 2007 - Present
Interpublic Group - Deutsch Inc. July 2004 - March 2007
Etrade Financial March 2003 - July 2004
Smith Barney February 1999 - March 2003
Ladenburg Thalmann June 1997 - February 1999
Education
City University of New York 1993 — 1997
MasterCard Worldwide April 2007 - Present
Interpublic Group - Deutsch Inc. July 2004 - March 2007
Etrade Financial March 2003 - July 2004
Smith Barney February 1999 - March 2003
Ladenburg Thalmann June 1997 - February 1999
Education
City University of New York 1993 — 1997
Nick Marfino's Ladenburg Thalmann Experience 1993 - 2001
Job Capital Markets Professional
Industry Capital Markets
Experience
BNY ConvergEx 2009 - 2010
VDM Specialists USA March 2006 - July 2007
Adirondack Electronic Markets 2001 - 2005
Ladenburg Thalmann 1993 - 2001
Mabon Securities 1985 - 1993
Skills
Options, Business Planning, Financial Markets, New Business Development, Trading, Electronic Trading, Financial Services, Investments, Hedge Funds, Portfolio Management, Equity Trading, Mutual Funds, Equities, Derivatives, Financial Modeling, Capital Markets, Series 7, Securities
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance, Marketing
Syracuse University 1973 — 1977
BS, Accounting, Marketing
BNY ConvergEx 2009 - 2010
VDM Specialists USA March 2006 - July 2007
Adirondack Electronic Markets 2001 - 2005
Ladenburg Thalmann 1993 - 2001
Mabon Securities 1985 - 1993
Skills
Options, Business Planning, Financial Markets, New Business Development, Trading, Electronic Trading, Financial Services, Investments, Hedge Funds, Portfolio Management, Equity Trading, Mutual Funds, Equities, Derivatives, Financial Modeling, Capital Markets, Series 7, Securities
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance, Marketing
Syracuse University 1973 — 1977
BS, Accounting, Marketing
Tim Schumacher's Ladenburg Thalmann Experience 1991 - 1993
Job CFO at Loving Care Ministries Inc.
Industry Financial Services
Experience
Jumping Brook Country Club 2015 - 2015
Jumping Brook Country Club 2015 - 2015
JP Morgan Chase May 2009 - November 2011
Schonfeld Group March 2004 - August 2006
Access Securities August 2003 - 2005
SAC Capital 1999 - 2003
Credit Suisse First Boston September 1997 - December 1999
DLJ April 1993 - September 1997
Ladenburg Thalmann 1991 - 1993
Skills
Equity Trading, Options, Financial Services, Securities, Business Development, Bloomberg, Finance, Derivatives, Risk Management, Fixed Income, Investment Banking, Wealth Management, Strategic Planning, Credit Analysis, Equity Derivatives, Hedge Funds, Electronic Trading, Series 7, Equity Research, Portfolio Management, Equities, Asset Management, Financial Risk, Capital Markets, Financial Analysis, Series 63, Investments, Alternative Investments, Investment Strategies, Trading, Trading Systems, Credit, Structured Products, ETFs, Private Equity, Bonds, Valuation, Loans, Banking, Investment Management, Financial Markets, FINRA, FX Options, Strategic Financial..., Asset Allocation, Mutual Funds, Hedging, Investment Advisory
Education
Hofstra University
BBA, Banking and Finance
Jumping Brook Country Club 2015 - 2015
Jumping Brook Country Club 2015 - 2015
JP Morgan Chase May 2009 - November 2011
Schonfeld Group March 2004 - August 2006
Access Securities August 2003 - 2005
SAC Capital 1999 - 2003
Credit Suisse First Boston September 1997 - December 1999
DLJ April 1993 - September 1997
Ladenburg Thalmann 1991 - 1993
Skills
Equity Trading, Options, Financial Services, Securities, Business Development, Bloomberg, Finance, Derivatives, Risk Management, Fixed Income, Investment Banking, Wealth Management, Strategic Planning, Credit Analysis, Equity Derivatives, Hedge Funds, Electronic Trading, Series 7, Equity Research, Portfolio Management, Equities, Asset Management, Financial Risk, Capital Markets, Financial Analysis, Series 63, Investments, Alternative Investments, Investment Strategies, Trading, Trading Systems, Credit, Structured Products, ETFs, Private Equity, Bonds, Valuation, Loans, Banking, Investment Management, Financial Markets, FINRA, FX Options, Strategic Financial..., Asset Allocation, Mutual Funds, Hedging, Investment Advisory
Education
Hofstra University
BBA, Banking and Finance
David Barger's Ladenburg Thalmann Experience 1996 - 2000
Job Senior Associate at Mercer
Industry Human Resources
Experience
Mercer April 2014 - Present
Mercer May 2007 - April 2014
Mercer August 2005 - May 2007
Apax Partners 2003 - 2005
The Jones Group Inc. 2000 - 2003
Nathanson & Co. 2000 - 2000
Ladenburg Thalmann 1996 - 2000
Gruntal & Co. 1994 - 1996
Skills
Due Diligence, Organizational..., Executive Pay, Talent Management, Mergers, Mergers & Acquisitions, Employment Law, HRIS, Employee Benefits, Performance Management, Organizational Design, Restructuring, Finance, HR Consulting, Private Equity, Deferred Compensation, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Master of Business Administration (MBA), Corporate Finance, Global Business, Entertainment, Media & Technology
Georgetown University 1990 — 1994
AB, English
Delbarton School 1986 — 1990
High School Diploma
Mercer April 2014 - Present
Mercer May 2007 - April 2014
Mercer August 2005 - May 2007
Apax Partners 2003 - 2005
The Jones Group Inc. 2000 - 2003
Nathanson & Co. 2000 - 2000
Ladenburg Thalmann 1996 - 2000
Gruntal & Co. 1994 - 1996
Skills
Due Diligence, Organizational..., Executive Pay, Talent Management, Mergers, Mergers & Acquisitions, Employment Law, HRIS, Employee Benefits, Performance Management, Organizational Design, Restructuring, Finance, HR Consulting, Private Equity, Deferred Compensation, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Master of Business Administration (MBA), Corporate Finance, Global Business, Entertainment, Media & Technology
Georgetown University 1990 — 1994
AB, English
Delbarton School 1986 — 1990
High School Diploma
Jack Weinstein's Ladenburg Thalmann Experience 1999 - 2002
Job President and Founder at Sterlington Group, Inc.
Industry Executive Office
Experience
Sterlington Group, Inc. 2012 - Present
Catalyst Pharmaceutical Partners October 2004 - December 2011
Avalon Group Limited 2002 - 2004
Ladenburg Thalmann 1999 - 2002
Gruntal & Co. & Lepercq de Neuflize 1986 - 1998
Skills
Private Equity, Venture Capital, Mergers & Acquisitions, Corporate Finance, Investment Banking, Equities, Investments, IPO, Strategic Partnerships, Portfolio Management, Forecasting, LBO, Funding, Corporate Law, M&A experience, Finance, Corporate Development, Valuation, Acquisition Integration, Investor Relations, Emerging Markets, Management, Restructuring, Strategy, Executive Management, Mergers, Due Diligence, Joint Ventures, Acquisitions, Business Valuation, Financial Advisory, Business Development, Private Placements, Divestitures, Start-ups, Financial Modeling, Angel Investing
Education
Harvard Business School
Master of Business Administration, Emphasis in finance and service operations
University of Miami
Bachelor of Music, magna cum laude
Sterlington Group, Inc. 2012 - Present
Catalyst Pharmaceutical Partners October 2004 - December 2011
Avalon Group Limited 2002 - 2004
Ladenburg Thalmann 1999 - 2002
Gruntal & Co. & Lepercq de Neuflize 1986 - 1998
Skills
Private Equity, Venture Capital, Mergers & Acquisitions, Corporate Finance, Investment Banking, Equities, Investments, IPO, Strategic Partnerships, Portfolio Management, Forecasting, LBO, Funding, Corporate Law, M&A experience, Finance, Corporate Development, Valuation, Acquisition Integration, Investor Relations, Emerging Markets, Management, Restructuring, Strategy, Executive Management, Mergers, Due Diligence, Joint Ventures, Acquisitions, Business Valuation, Financial Advisory, Business Development, Private Placements, Divestitures, Start-ups, Financial Modeling, Angel Investing
Education
Harvard Business School
Master of Business Administration, Emphasis in finance and service operations
University of Miami
Bachelor of Music, magna cum laude
Bobby Clark's Ladenburg Thalmann Experience August 2011 - Present
Job Vice President Institutional Sales at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann August 2011 - Present
Boenning & Scattergood, Inc. March 2009 - August 2011
Wall Street Access October 2007 - March 2009
E*TRADE Financial 2004 - 2007
Logan Capital Management, Inc. 1999 - 2004
Education
Franklin & Marshall College 1990 — 1994
Episcopal Academy 1978 — 1990
Ladenburg Thalmann August 2011 - Present
Boenning & Scattergood, Inc. March 2009 - August 2011
Wall Street Access October 2007 - March 2009
E*TRADE Financial 2004 - 2007
Logan Capital Management, Inc. 1999 - 2004
Education
Franklin & Marshall College 1990 — 1994
Episcopal Academy 1978 — 1990
Chris Mansueto's Ladenburg Thalmann Experience June 2008 - May 2010
Job Associate at Cassel Salpeter & Co.
Industry Financial Services
Experience
Cassel Salpeter & Co. May 2010 - Present
Ladenburg Thalmann June 2008 - May 2010
Kaufman, Rossin & Co. February 2007 - May 2008
Duff & Phelps March 2006 - January 2007
CBIZ Valuation Group October 2004 - March 2006
Skills
Valuation, Financial Modeling, Business Valuation, Corporate Finance, Financial Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2002 — 2004
Master of Business Administration,
George Mason University 1994 — 1998
Bachelor of Science, Economics
East High School
Cassel Salpeter & Co. May 2010 - Present
Ladenburg Thalmann June 2008 - May 2010
Kaufman, Rossin & Co. February 2007 - May 2008
Duff & Phelps March 2006 - January 2007
CBIZ Valuation Group October 2004 - March 2006
Skills
Valuation, Financial Modeling, Business Valuation, Corporate Finance, Financial Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2002 — 2004
Master of Business Administration,
George Mason University 1994 — 1998
Bachelor of Science, Economics
East High School
Julian Heyward's Ladenburg Thalmann Experience 1998 - 1999
Job Vice President External Investment Consultant at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors February 2015 - Present
Prudential Financial February 2001 - February 2015
Prudential Financial August 1999 - December 2000
Ladenburg Thalmann 1998 - 1999
Barington Capital Group 1996 - 1998
Skills
Series 7, 401k, Separate Accounts, Investment Products, Mutual Funds, Series 63, Investments, Financial Advisory, Asset Allocation, Financial Services, Securities, Series 6, Asset Management, ETFs, Separately Managed..., FINRA, Alternative Investments, Finance, Retirement Planning, Wealth Management, Retirement, Series 65
Education
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2003
Professional MBA Program
State University of New York College at Cortland 1991 — 1995
BA, Communications: Radio, Television, Film
William Nottingham High School 1987 — 1991
Allianz Global Investors February 2015 - Present
Prudential Financial February 2001 - February 2015
Prudential Financial August 1999 - December 2000
Ladenburg Thalmann 1998 - 1999
Barington Capital Group 1996 - 1998
Skills
Series 7, 401k, Separate Accounts, Investment Products, Mutual Funds, Series 63, Investments, Financial Advisory, Asset Allocation, Financial Services, Securities, Series 6, Asset Management, ETFs, Separately Managed..., FINRA, Alternative Investments, Finance, Retirement Planning, Wealth Management, Retirement, Series 65
Education
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2003
Professional MBA Program
State University of New York College at Cortland 1991 — 1995
BA, Communications: Radio, Television, Film
William Nottingham High School 1987 — 1991
Jeffrey Caliva's Ladenburg Thalmann Experience August 2013 - Present
Job
Industry Investment Management
Experience
Ladenburg Thalmann August 2013 - Present
Skills
Asset Management, Series 7, Bloomberg, Asset Managment, Equities, Alternative Investments, Mutual Funds, Securities, Investments, Capital Markets, Asset Allocation, Fixed Income, Equity Research, Valuation, Portfolio Management, Hedge Funds, Strategic Financial..., Investment Management, Financial Analysis, Financial Modeling, Wealth Management, Retirement Planning, Due Diligence, Corporate Finance
Education
Louisiana State University 2004 — 2009
B.A.
Ladenburg Thalmann August 2013 - Present
Skills
Asset Management, Series 7, Bloomberg, Asset Managment, Equities, Alternative Investments, Mutual Funds, Securities, Investments, Capital Markets, Asset Allocation, Fixed Income, Equity Research, Valuation, Portfolio Management, Hedge Funds, Strategic Financial..., Investment Management, Financial Analysis, Financial Modeling, Wealth Management, Retirement Planning, Due Diligence, Corporate Finance
Education
Louisiana State University 2004 — 2009
B.A.
Oksana Poznak's Ladenburg Thalmann Experience September 2015 - Present
Job Vice President, Strategic Relationships at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann September 2015 - Present
AIG Advisor Group November 2006 - September 2015
BNY Mellon September 2005 - October 2006
Morgan Stanley 2000 - 2005
Citi 1999 - 2000
Skills
Wealth Management, Investment Advisory, Asset Management, Financial Services, Contract Negotiation, Building Relationships, Generating Revenue, Series 24, Series 7, Series 63, Series 65, New York Life and...
Education
New York University 2013 — 2015
Executive MBA, Corporate Finance, Strategy and International Business
State University of New York at Buffalo 1996 — 1999
Bachelor of Science (BS), Business Administration and General Management
Ladenburg Thalmann September 2015 - Present
AIG Advisor Group November 2006 - September 2015
BNY Mellon September 2005 - October 2006
Morgan Stanley 2000 - 2005
Citi 1999 - 2000
Skills
Wealth Management, Investment Advisory, Asset Management, Financial Services, Contract Negotiation, Building Relationships, Generating Revenue, Series 24, Series 7, Series 63, Series 65, New York Life and...
Education
New York University 2013 — 2015
Executive MBA, Corporate Finance, Strategy and International Business
State University of New York at Buffalo 1996 — 1999
Bachelor of Science (BS), Business Administration and General Management
Eduardo Seda's Ladenburg Thalmann Experience June 2009 - Present
Job Managing Director at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann June 2009 - Present
Sponsors for Educational Opportunity 2003 - March 2014
UBS Investment Bank 1999 - 2008
Maguire & Moore Management & Research Company 1996 - 1999
Prudential Securities 1994 - 1996
Ladenburg Thalmann 1993 - 1994
Skills
Equities, Equity Research, Equity Valuation, Valuation, Capital Markets, Investment Banking, Global Markets, Energy, Oil & Gas Industry, Global Marketing
Education
Columbia University - Columbia Business School
MBA, Finance, Corporate Financial Reporting, Strategic Planning
Pace University - Lubin School of Business
BBA, International Business and Finance
Ladenburg Thalmann June 2009 - Present
Sponsors for Educational Opportunity 2003 - March 2014
UBS Investment Bank 1999 - 2008
Maguire & Moore Management & Research Company 1996 - 1999
Prudential Securities 1994 - 1996
Ladenburg Thalmann 1993 - 1994
Skills
Equities, Equity Research, Equity Valuation, Valuation, Capital Markets, Investment Banking, Global Markets, Energy, Oil & Gas Industry, Global Marketing
Education
Columbia University - Columbia Business School
MBA, Finance, Corporate Financial Reporting, Strategic Planning
Pace University - Lubin School of Business
BBA, International Business and Finance
Peter C. Kim Jr's Ladenburg Thalmann Experience February 1992 - March 1993
Job Trader at Fidelity Management & Research
Industry Financial Services
Experience
Fidelity Management & Research September 2011 - Present
Fidelity Capital Markets May 1997 - September 2011
Fidelity Capital Markets May 1995 - September 1997
Charles Schwab March 1993 - May 1995
Ladenburg Thalmann February 1992 - March 1993
DH Blair & Company June 1991 - February 1992
Skills
Series 7, Equities, Series 63, Hedge Funds, Bloomberg, Securities, Equity Trading, Investments
Education
Boston University - School of Management
MBA
University of Vermont
BA, Economics
westhill
westhill
Fidelity Management & Research September 2011 - Present
Fidelity Capital Markets May 1997 - September 2011
Fidelity Capital Markets May 1995 - September 1997
Charles Schwab March 1993 - May 1995
Ladenburg Thalmann February 1992 - March 1993
DH Blair & Company June 1991 - February 1992
Skills
Series 7, Equities, Series 63, Hedge Funds, Bloomberg, Securities, Equity Trading, Investments
Education
Boston University - School of Management
MBA
University of Vermont
BA, Economics
westhill
westhill
Dave Walrod's Ladenburg Thalmann Experience March 2010 - Present
Job Equity Research at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann March 2010 - Present
JNK Securities December 2008 - June 2009
JP Morgan May 2007 - July 2008
Trusco Capital Management July 2005 - April 2007
Trusco Capital Management January 2003 - July 2005
Trusco Capital Management January 2002 - January 2003
KeyBanc Capital Markets January 2001 - June 2001
KeyBanc Capital Markets June 1998 - December 2000
KeyBanc Capital Markets December 1997 - June 1998
KeyBanc Capital Markets November 1996 - December 1997
Skills
Equity Research, Equities, Valuation, Capital Markets, Financial Analysis, Banking, Asset Managment, Mutual Funds, Investment Banking, Securities, Hedge Funds, Risk Management, Financial Modeling, Due Diligence, Asset Allocation, Financial Markets, Derivatives, Bloomberg, Finance, Series 7, Financial Services, Alternative Investments, Investment Strategies, Investment Advisory, Private Equity, Series 63, Asset Management, DCF, Analysis, Trading, Equity Valuation, Portfolio Management, Fixed Income, Equity Trading, Investments, Options, Corporate Finance, Stocks
Education
University of Toledo 1994 — 1996
a Masters, Business Administration; Finance concentration
Miami University 1988 — 1992
a Bachelor of Science degree, a Finance
Ladenburg Thalmann March 2010 - Present
JNK Securities December 2008 - June 2009
JP Morgan May 2007 - July 2008
Trusco Capital Management July 2005 - April 2007
Trusco Capital Management January 2003 - July 2005
Trusco Capital Management January 2002 - January 2003
KeyBanc Capital Markets January 2001 - June 2001
KeyBanc Capital Markets June 1998 - December 2000
KeyBanc Capital Markets December 1997 - June 1998
KeyBanc Capital Markets November 1996 - December 1997
Skills
Equity Research, Equities, Valuation, Capital Markets, Financial Analysis, Banking, Asset Managment, Mutual Funds, Investment Banking, Securities, Hedge Funds, Risk Management, Financial Modeling, Due Diligence, Asset Allocation, Financial Markets, Derivatives, Bloomberg, Finance, Series 7, Financial Services, Alternative Investments, Investment Strategies, Investment Advisory, Private Equity, Series 63, Asset Management, DCF, Analysis, Trading, Equity Valuation, Portfolio Management, Fixed Income, Equity Trading, Investments, Options, Corporate Finance, Stocks
Education
University of Toledo 1994 — 1996
a Masters, Business Administration; Finance concentration
Miami University 1988 — 1992
a Bachelor of Science degree, a Finance
Carly Maher's Ladenburg Thalmann Experience April 2015 - Present
Job SVP Products and Services Management at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann April 2015 - Present
Commonwealth Financial Network January 2009 - November 2014
Education
Providence College 1993 — 1997
Social Sciences
Ladenburg Thalmann April 2015 - Present
Commonwealth Financial Network January 2009 - November 2014
Education
Providence College 1993 — 1997
Social Sciences
Thomas Sevick's Ladenburg Thalmann Experience April 1994 - September 2001
Job Business Analyst at Societe Generale
Industry Financial Services
Experience
Societe Generale February 2013 - Present
Self Employed January 2012 - February 2013
Trummelbach Trading Inc. January 2010 - December 2011
AOS, INC. July 2009 - January 2010
Self Employed August 2007 - June 2009
VDM Specialists USA September 2005 - July 2007
Adirondack Electronic Markets September 2001 - September 2005
In-Line Options Inc September 1993 - December 2004
Ladenburg Thalmann April 1994 - September 2001
Mabon Securities May 1992 - September 1993
Skills
Options, Trading, Proprietary Trading, Electronic Trading, Market Making, Derivatives, Trading Systems, Alternative Investments, Commodity, Credit Derivatives, ETFs, Capital Markets, Bloomberg, Equities, Equity Derivatives, Equity Trading, FX Options, Financial Markets, Financial Risk, Fixed Income, Hedge Funds, Hedging, Market Data, Portfolio Management, Securities, Traders
Education
Lehigh University - College of Business and Economics 1982 — 1983
MBA, Finance
Penn State University 1973 — 1977
BS, Quantitative Business Analysis
Societe Generale February 2013 - Present
Self Employed January 2012 - February 2013
Trummelbach Trading Inc. January 2010 - December 2011
AOS, INC. July 2009 - January 2010
Self Employed August 2007 - June 2009
VDM Specialists USA September 2005 - July 2007
Adirondack Electronic Markets September 2001 - September 2005
In-Line Options Inc September 1993 - December 2004
Ladenburg Thalmann April 1994 - September 2001
Mabon Securities May 1992 - September 1993
Skills
Options, Trading, Proprietary Trading, Electronic Trading, Market Making, Derivatives, Trading Systems, Alternative Investments, Commodity, Credit Derivatives, ETFs, Capital Markets, Bloomberg, Equities, Equity Derivatives, Equity Trading, FX Options, Financial Markets, Financial Risk, Fixed Income, Hedge Funds, Hedging, Market Data, Portfolio Management, Securities, Traders
Education
Lehigh University - College of Business and Economics 1982 — 1983
MBA, Finance
Penn State University 1973 — 1977
BS, Quantitative Business Analysis
James Cassel's Ladenburg Thalmann Experience October 2006 - December 2009
Job Chairman and Cofounder at Cassel Salpeter & Co.
Industry Financial Services
Experience
Cassel Salpeter & Co. January 2010 - Present
Ladenburg Thalmann October 2006 - December 2009
Capitalink, LC November 1998 - October 2006
Barber and Bronson March 1996 - October 1998
Broad & Cassel, Attorneys at Law November 1985 - February 1996
BRITTON, COHEN, CASSEL, KAUFMAN & SCHANTZ, PA September 1983 - October 1985
CASSEL & CASSEL, PA March 1979 - August 1983
Skills
Mergers, Restructuring, Fairness Opinions, PIPEs, Investment Banking, Valuation, Private Placements, Capital Raising, Venture Capital, Private Equity, Due Diligence, Mergers & Acquisitions, Divestitures, IPO, Capital Markets, M&A experience, Capital, Corporate Finance, Corporate Development, LBO, Securities, Finance, Entrepreneurship, Structured Finance, Financial Modeling, Financial Advisory, Financial Services, Public Companies, Business Valuation, Growth Capital, Investor Relations, Leveraged Finance, Investments, Acquisitions, Hedge Funds, Financial Structuring, Corporate Law, Funding, Angel Investing, Financial Transactions, Alternative Investments, Cross-functional Team..., Joint Ventures, Equities, Corporate Governance, Executive Management, Venture Financing, Mezzanine, Buyouts, Bankruptcy
Education
University of Miami School of Law 1976 — 1979
'JD, Law
American University 1973 — 1976
BS, Political science and Economices
Ranson
Ranson
Ranson School
Cassel Salpeter & Co. January 2010 - Present
Ladenburg Thalmann October 2006 - December 2009
Capitalink, LC November 1998 - October 2006
Barber and Bronson March 1996 - October 1998
Broad & Cassel, Attorneys at Law November 1985 - February 1996
BRITTON, COHEN, CASSEL, KAUFMAN & SCHANTZ, PA September 1983 - October 1985
CASSEL & CASSEL, PA March 1979 - August 1983
Skills
Mergers, Restructuring, Fairness Opinions, PIPEs, Investment Banking, Valuation, Private Placements, Capital Raising, Venture Capital, Private Equity, Due Diligence, Mergers & Acquisitions, Divestitures, IPO, Capital Markets, M&A experience, Capital, Corporate Finance, Corporate Development, LBO, Securities, Finance, Entrepreneurship, Structured Finance, Financial Modeling, Financial Advisory, Financial Services, Public Companies, Business Valuation, Growth Capital, Investor Relations, Leveraged Finance, Investments, Acquisitions, Hedge Funds, Financial Structuring, Corporate Law, Funding, Angel Investing, Financial Transactions, Alternative Investments, Cross-functional Team..., Joint Ventures, Equities, Corporate Governance, Executive Management, Venture Financing, Mezzanine, Buyouts, Bankruptcy
Education
University of Miami School of Law 1976 — 1979
'JD, Law
American University 1973 — 1976
BS, Political science and Economices
Ranson
Ranson
Ranson School
Jon Boren's Ladenburg Thalmann Experience June 2009 - September 2009
Job Student Brigham Young University
Industry Investment Management
Experience
Ladenburg Thalmann June 2009 - September 2009
Ensign Peak Advisors January 2009 - May 2009
McOmber Energy Fund June 2008 - September 2008
Global Financial Advisors January 2008 - May 2008
Clearwater Analytics April 2007 - September 2007
The Church of Jesus Christ of Latter-Day Saints March 2005 - April 2007
Education
Brigham Young University
B.A., Economics
Ladenburg Thalmann June 2009 - September 2009
Ensign Peak Advisors January 2009 - May 2009
McOmber Energy Fund June 2008 - September 2008
Global Financial Advisors January 2008 - May 2008
Clearwater Analytics April 2007 - September 2007
The Church of Jesus Christ of Latter-Day Saints March 2005 - April 2007
Education
Brigham Young University
B.A., Economics
Monique Thacker's Ladenburg Thalmann Experience 1999 - 2001
Job Chief Administrative Officer, Wealth Management US at HSBC Securities
Industry Financial Services
Experience
HSBC Securities January 2013 - Present
UBS October 2006 - January 2013
AXA May 2004 - October 2006
INVESCO 2002 - 2004
Ladenburg Thalmann 1999 - 2001
Skills
Fixed Income, Securities, Asset Managment, Financial Services, Investments, Alternative Investments, Portfolio Management
Education
Hofstra University
BA
Hofstra University
HSBC Securities January 2013 - Present
UBS October 2006 - January 2013
AXA May 2004 - October 2006
INVESCO 2002 - 2004
Ladenburg Thalmann 1999 - 2001
Skills
Fixed Income, Securities, Asset Managment, Financial Services, Investments, Alternative Investments, Portfolio Management
Education
Hofstra University
BA
Hofstra University
Anthony Cyganovich's Ladenburg Thalmann Experience November 2009 - July 2010
Job Research Associate, Equity Research
Industry Financial Services
Experience
Evercore Partners July 2010 - Present
Ladenburg Thalmann November 2009 - July 2010
Education
Penn State University 2004 — 2008
BS, Economics/International Business
Victoria University of Wellington 2008 — 2008
Evercore Partners July 2010 - Present
Ladenburg Thalmann November 2009 - July 2010
Education
Penn State University 2004 — 2008
BS, Economics/International Business
Victoria University of Wellington 2008 — 2008
Christian Giordano's Ladenburg Thalmann Experience January 1996 - June 1998
Job Director/Operations
Industry Wholesale
Experience
Private Company May 2011 - Present
Deutsche Bank March 2007 - April 2011
SunGard Data Systems, Inc. May 2005 - March 2007
WMV Frankel June 2004 - February 2005
Carlin Equities (Generic Trading LLC) September 2001 - November 2003
Fleet Bank March 2000 - August 2001
Pershing Trading Company September 1998 - March 2000
Ladenburg Thalmann January 1996 - June 1998
(NASD) National Association of Securities Dealers September 1993 - December 1995
Education
Pace University
Private Company May 2011 - Present
Deutsche Bank March 2007 - April 2011
SunGard Data Systems, Inc. May 2005 - March 2007
WMV Frankel June 2004 - February 2005
Carlin Equities (Generic Trading LLC) September 2001 - November 2003
Fleet Bank March 2000 - August 2001
Pershing Trading Company September 1998 - March 2000
Ladenburg Thalmann January 1996 - June 1998
(NASD) National Association of Securities Dealers September 1993 - December 1995
Education
Pace University
Timothy Barney's Ladenburg Thalmann Experience May 1995 - December 1999
Job Managing Director at Bentley Associates
Industry Financial Services
Experience
Bentley Associates February 2004 - Present
Shattuck Hammond Partners October 2001 - February 2004
PricewaterhouseCoopers December 1999 - October 2001
Ladenburg Thalmann May 1995 - December 1999
Wade Capital Corp. May 1991 - May 1995
Dean Witter Reynolds August 1989 - May 1991
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
University of Virginia 1981 — 1985
BA, Economics
Bentley Associates February 2004 - Present
Shattuck Hammond Partners October 2001 - February 2004
PricewaterhouseCoopers December 1999 - October 2001
Ladenburg Thalmann May 1995 - December 1999
Wade Capital Corp. May 1991 - May 1995
Dean Witter Reynolds August 1989 - May 1991
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
University of Virginia 1981 — 1985
BA, Economics
Alexis Bedos's Ladenburg Thalmann Experience 1995 - 2001
Job Owner, Canadian Carbon Converters
Industry Renewables & Environment
Experience
Canadian Carbon Converters PresidentLadenburg Thalmann1995 - 2001
Ladenburg Thalmann 1995 - 2001
Skills
Entrepreneurship, Cleantech, Venture Capital, Renewable Energy, Private Equity, Mergers & Acquisitions, Start-ups, Carbon Markets, Product Innovation, Green Technology, Strategic Planning, Strategy, Emerging Markets, Corporate Development, Business Development
Education
Columbia Business School 1979 — 1981
Master of Business Administration (MBA), Finance & international Business
Canadian Carbon Converters PresidentLadenburg Thalmann1995 - 2001
Ladenburg Thalmann 1995 - 2001
Skills
Entrepreneurship, Cleantech, Venture Capital, Renewable Energy, Private Equity, Mergers & Acquisitions, Start-ups, Carbon Markets, Product Innovation, Green Technology, Strategic Planning, Strategy, Emerging Markets, Corporate Development, Business Development
Education
Columbia Business School 1979 — 1981
Master of Business Administration (MBA), Finance & international Business
Ira Reibeisen's Ladenburg Thalmann Experience June 2010 - December 2013
Job Managing Partner at Sequential Advisors
Industry Financial Services
Experience
Sequential Advisors January 2014 - Present
Ladenburg Thalmann June 2010 - December 2013
Madison Trading January 2010 - 2011
Skills
Excel, Equities, Microsoft Excel, Investments, Financial Modeling, Financial Analysis, Corporate Finance, Strategic Financial..., Finance, Valuation, Hedge Funds, Risk Management, Series 7, Bloomberg, Capital Markets, Investment Banking
Education
Bucknell University 2004 — 2008
BSBA, Accounting
rye country day school
Sequential Advisors January 2014 - Present
Ladenburg Thalmann June 2010 - December 2013
Madison Trading January 2010 - 2011
Skills
Excel, Equities, Microsoft Excel, Investments, Financial Modeling, Financial Analysis, Corporate Finance, Strategic Financial..., Finance, Valuation, Hedge Funds, Risk Management, Series 7, Bloomberg, Capital Markets, Investment Banking
Education
Bucknell University 2004 — 2008
BSBA, Accounting
rye country day school
Lisa Salvatico's Ladenburg Thalmann Experience January 2015 - Present
Job Senior Sales Assistant at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann January 2015 - Present
Merrill Lynch May 2010 - January 2015
KBW May 2006 - May 2009
KBW March 2003 - May 2006
KBW June 2002 - March 2003
Skills
Series 7, Series 66, Series 63, ThomsonOne, Customer Service, Account Management, Fixed Income, Front to Back Office, Front Office Support, Financial Markets, Manage Client..., Client Development, Bloomberg
Education
George Mason University 1995 — 2000
Bachelor of Arts (BA), Communication and Media Studies
Ladenburg Thalmann January 2015 - Present
Merrill Lynch May 2010 - January 2015
KBW May 2006 - May 2009
KBW March 2003 - May 2006
KBW June 2002 - March 2003
Skills
Series 7, Series 66, Series 63, ThomsonOne, Customer Service, Account Management, Fixed Income, Front to Back Office, Front Office Support, Financial Markets, Manage Client..., Client Development, Bloomberg
Education
George Mason University 1995 — 2000
Bachelor of Arts (BA), Communication and Media Studies
Steven Muntner's Ladenburg Thalmann Experience 2005 - 2007
Job Senior Deals Analyst Medtrack/Sagient at Informa
Industry Financial Services
Experience
Citeline, Inc. January 2013 - Present
Informa January 2013 - Present
Wunderlich Securities May 2011 - January 2012
Natixis July 2007 - May 2011
Ladenburg Thalmann 2005 - 2007
Skills
Financial Modeling, Venture Capital, Valuation, Mergers & Acquisitions, Financial Analysis, Private Equity, Investment Banking, Capital Markets, Equities, Management, Strategy, Investments, Market Research, Corporate Finance, Hedge Funds, Portfolio Management, Finance, Data Analysis, Due Diligence, Analysis
Education
Emory University - Goizueta Business School 2001 — 2005
bba, finance
Citeline, Inc. January 2013 - Present
Informa January 2013 - Present
Wunderlich Securities May 2011 - January 2012
Natixis July 2007 - May 2011
Ladenburg Thalmann 2005 - 2007
Skills
Financial Modeling, Venture Capital, Valuation, Mergers & Acquisitions, Financial Analysis, Private Equity, Investment Banking, Capital Markets, Equities, Management, Strategy, Investments, Market Research, Corporate Finance, Hedge Funds, Portfolio Management, Finance, Data Analysis, Due Diligence, Analysis
Education
Emory University - Goizueta Business School 2001 — 2005
bba, finance
Alicia Arellano's Ladenburg Thalmann Experience March 2000 - March 2001
Job Fund Administrator
Industry Investment Management
Experience
State Street March 2014 - Present
Morgan Stanley Wealth Management February 2009 - January 2013
Morgan Stanley Wealth Management February 2004 - January 2009
Chicago Insurance Services July 2002 - February 2003
Ladenburg Thalmann March 2000 - March 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Quality Center, Quality Assurance, Test Scripts, Broadridge, User Acceptance Testing, Spanish-speaking
Education
New Jersey City University 1996 — 1999
Bachelor's degree, Business Administration and Management, General
Wood Tobe-Coburn School 1993 — 1994
Associate's degree, Occupational Studies
State Street March 2014 - Present
Morgan Stanley Wealth Management February 2009 - January 2013
Morgan Stanley Wealth Management February 2004 - January 2009
Chicago Insurance Services July 2002 - February 2003
Ladenburg Thalmann March 2000 - March 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Quality Center, Quality Assurance, Test Scripts, Broadridge, User Acceptance Testing, Spanish-speaking
Education
New Jersey City University 1996 — 1999
Bachelor's degree, Business Administration and Management, General
Wood Tobe-Coburn School 1993 — 1994
Associate's degree, Occupational Studies
bruce siegel's Ladenburg Thalmann Experience 1993 - Present
Job stockbroker/senior vice president retail sales ladenburg thalmann inc
Industry Financial Services
Experience
Ladenburg Thalmann 1993 - Present
Lanier Worldwide January 1990 - November 1992
Skills
Securities, Alternative Investments, Portfolio Management, Series 7, Asset Allocation, Sales Management, Strategic Planning, New Business Development, Asset Managment, Series 63, Stocks, Financial Analysis, Due Diligence, Equity Trading, Trading
Education
Farmingdale State University of New York 1989 — 1992
State University of New York College at Oneonta 1988 — 1989
Ladenburg Thalmann 1993 - Present
Lanier Worldwide January 1990 - November 1992
Skills
Securities, Alternative Investments, Portfolio Management, Series 7, Asset Allocation, Sales Management, Strategic Planning, New Business Development, Asset Managment, Series 63, Stocks, Financial Analysis, Due Diligence, Equity Trading, Trading
Education
Farmingdale State University of New York 1989 — 1992
State University of New York College at Oneonta 1988 — 1989
Bradley Brodie's Ladenburg Thalmann Experience June 2014 - Present
Job Vice President Legal Affairs at Ladenburg Thalmann
Industry Law Practice
Experience
Ladenburg Thalmann June 2014 - Present
Skadden Arps October 2009 - June 2014
Boies, Schiller & Flexner LLP May 2007 - August 2007
International Management Group May 2005 - August 2005
Skills
Corporate Law, Litigation, Corporate Finance, Commercial Litigation, Securities Regulation, Private Equity
Education
New York University School of Law 2006 — 2009
JD, Law
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Business
Ladenburg Thalmann June 2014 - Present
Skadden Arps October 2009 - June 2014
Boies, Schiller & Flexner LLP May 2007 - August 2007
International Management Group May 2005 - August 2005
Skills
Corporate Law, Litigation, Corporate Finance, Commercial Litigation, Securities Regulation, Private Equity
Education
New York University School of Law 2006 — 2009
JD, Law
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Business
Gary Anstey's Ladenburg Thalmann Experience January 1997 - January 1998
Job Finance Executive
Industry Financial Services
Experience
THCG January 1998 - January 2000
Ladenburg Thalmann January 1997 - January 1998
S N Phelps January 1991 - January 1996
Crossland Bank January 1989 - December 1991
Citigroup January 1987 - December 1989
Smith Barney January 1985 - January 1987
Goldome Bank 1982 - 1985
Skills
Investments, Fixed Income, Trading, Management, Sales, Equities, Analysis, Due Diligence, Financial Analysis, Finance, Strategy, Portfolio Management, Banking, Mergers & Acquisitions, Alternative Investments, Credit, Private Equity, Risk Management, Capital Markets
Education
Fairfield University
Master of Arts (MA), Education
State University of New York at Buffalo
Bachelor of Arts (B.A.), History
THCG January 1998 - January 2000
Ladenburg Thalmann January 1997 - January 1998
S N Phelps January 1991 - January 1996
Crossland Bank January 1989 - December 1991
Citigroup January 1987 - December 1989
Smith Barney January 1985 - January 1987
Goldome Bank 1982 - 1985
Skills
Investments, Fixed Income, Trading, Management, Sales, Equities, Analysis, Due Diligence, Financial Analysis, Finance, Strategy, Portfolio Management, Banking, Mergers & Acquisitions, Alternative Investments, Credit, Private Equity, Risk Management, Capital Markets
Education
Fairfield University
Master of Arts (MA), Education
State University of New York at Buffalo
Bachelor of Arts (B.A.), History
Andrew Sunkin's Ladenburg Thalmann Experience January 2002 - August 2005
Job american income life insurance company
Industry Financial Services
Experience
National Income Life Insurance January 2011 - Present
First Midwest Securities, Inc January 2005 - September 2010
Ladenburg Thalmann January 2002 - August 2005
Gruntal & Co January 1995 - January 2002
Lehman Brothers January 1990 - January 1993
Skills
telemarkrting, Sales representatives
Education
New York University 1979 — 1983
ba, arts and science
National Income Life Insurance January 2011 - Present
First Midwest Securities, Inc January 2005 - September 2010
Ladenburg Thalmann January 2002 - August 2005
Gruntal & Co January 1995 - January 2002
Lehman Brothers January 1990 - January 1993
Skills
telemarkrting, Sales representatives
Education
New York University 1979 — 1983
ba, arts and science
Christian Patiño's Ladenburg Thalmann Experience June 2010 - March 2012
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2014 - Present
Athelera April 2012 - Present
Ladenburg Thalmann June 2010 - March 2012
Overseas Private Investment Corporation August 2009 - December 2009
ManattJones Global Strategies LLC 2009 - 2009
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Emerging Markets, Financial Modeling, Strategy, Finance, Financial Services, Investments, Market Research
Education
Georgetown University 2009 — 2010
MA, Politcal Economy
Georgetown University 2005 — 2009
BSFS, International Politics
Pontifícia Universidade Católica do Rio de Janeiro
Political Economy
Universität Trier
UBS Investment Bank April 2014 - Present
Athelera April 2012 - Present
Ladenburg Thalmann June 2010 - March 2012
Overseas Private Investment Corporation August 2009 - December 2009
ManattJones Global Strategies LLC 2009 - 2009
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Emerging Markets, Financial Modeling, Strategy, Finance, Financial Services, Investments, Market Research
Education
Georgetown University 2009 — 2010
MA, Politcal Economy
Georgetown University 2005 — 2009
BSFS, International Politics
Pontifícia Universidade Católica do Rio de Janeiro
Political Economy
Universität Trier
Steven Matza's Ladenburg Thalmann Experience May 2013 - July 2013
Job Supervisory Analyst at Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
Ladenburg Thalmann May 2013 - July 2013
UBS Investment Bank June 2002 - February 2013
Dresdner Kleinwort 1997 - 2001
NatWest 1994 - 1997
Nomura Research Institute 1986 - 1994
First Boston Corporation 1980 - 1986
Skills
Bloomberg, Investment Banking, Equities, Equity Research, Fixed Income, Securities, Capital Markets, FINRA, Financial Markets, Equity Valuation
Education
New York University 1976 — 1980
BA, Journalism, Political Science
Bank of America Merrill Lynch July 2013 - Present
Ladenburg Thalmann May 2013 - July 2013
UBS Investment Bank June 2002 - February 2013
Dresdner Kleinwort 1997 - 2001
NatWest 1994 - 1997
Nomura Research Institute 1986 - 1994
First Boston Corporation 1980 - 1986
Skills
Bloomberg, Investment Banking, Equities, Equity Research, Fixed Income, Securities, Capital Markets, FINRA, Financial Markets, Equity Valuation
Education
New York University 1976 — 1980
BA, Journalism, Political Science
Bruce Adam Silver's Ladenburg Thalmann Experience December 2009 - Present
Job Sr. Managing Director Private Client Services
Industry Financial Services
Experience
Ladenburg Thalmann December 2009 - Present
Skills
Salesforce.com, Forecasting, New Business Development, Account Management, Sales Operations, Selling, Cold Calling, Direct Sales, Sales Process, B2B, Strategic Planning, Solution Selling
Education
Rutgers Business School 1986 — 1988
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The George Washington University 1980 — 1984
Bachelor's Degree, American Government and Politics (United States)
Ladenburg Thalmann December 2009 - Present
Skills
Salesforce.com, Forecasting, New Business Development, Account Management, Sales Operations, Selling, Cold Calling, Direct Sales, Sales Process, B2B, Strategic Planning, Solution Selling
Education
Rutgers Business School 1986 — 1988
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The George Washington University 1980 — 1984
Bachelor's Degree, American Government and Politics (United States)
Anthony Messina's Ladenburg Thalmann Experience June 2010 - August 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC April 2014 - Present
GoodHaven Capital Management, LLC July 2012 - April 2014
Morgan Stanley Smith Barney July 2011 - July 2012
Ladenburg Thalmann June 2010 - August 2010
Wells Fargo Advisors, LLC May 2009 - July 2009
Domino Sugar June 2008 - August 2008
Southwest Securities May 2007 - July 2007
Skills
Mutual Funds, Microsoft Excel, Account Reconciliation, PowerPoint, Outlook, Microsoft Word, Trading, Bloomberg, Customer Service, Microsoft Office, Fixed Income
Education
Saint Joseph's University 2007 — 2011
Bachelor of Science in Business Administration, Finance/ Risk Management & Insurance
Saint Joseph's University 2007 — 2011
Bachelor of Science (B.S.), Finance and Risk Management/Insurance
Wells Fargo Advisors LLC April 2014 - Present
GoodHaven Capital Management, LLC July 2012 - April 2014
Morgan Stanley Smith Barney July 2011 - July 2012
Ladenburg Thalmann June 2010 - August 2010
Wells Fargo Advisors, LLC May 2009 - July 2009
Domino Sugar June 2008 - August 2008
Southwest Securities May 2007 - July 2007
Skills
Mutual Funds, Microsoft Excel, Account Reconciliation, PowerPoint, Outlook, Microsoft Word, Trading, Bloomberg, Customer Service, Microsoft Office, Fixed Income
Education
Saint Joseph's University 2007 — 2011
Bachelor of Science in Business Administration, Finance/ Risk Management & Insurance
Saint Joseph's University 2007 — 2011
Bachelor of Science (B.S.), Finance and Risk Management/Insurance
Christine Amato's Ladenburg Thalmann Experience August 1999 - May 2002
Job Executive Assistant, HR Coordinator
Industry Investment Banking
Experience
H.C. Wainwright & Co., LLC April 2013 - Present
Rodman & Renshaw, LLC July 2002 - November 2012
Ladenburg Thalmann August 1999 - May 2002
Skills
Investment Banking, Heavy Calendaring, Concur, Executive Support, Capital Markets, Financial Services, Market Research, Business Development, Venture Capital, Private Equity
Education
Katherine Gibbs School 1993 — 1994
Christ The King Regional High School 1989 — 1993
H.C. Wainwright & Co., LLC April 2013 - Present
Rodman & Renshaw, LLC July 2002 - November 2012
Ladenburg Thalmann August 1999 - May 2002
Skills
Investment Banking, Heavy Calendaring, Concur, Executive Support, Capital Markets, Financial Services, Market Research, Business Development, Venture Capital, Private Equity
Education
Katherine Gibbs School 1993 — 1994
Christ The King Regional High School 1989 — 1993
Brett Fitzgerald's Ladenburg Thalmann Experience June 2000 - June 2003
Job Institutional Sales Trader at Dawson James Securities
Industry Financial Services
Experience
Dawson James Securities June 2013 - Present
Livingston Monroe Capital Group May 2009 - May 2013
Dawson James Securities February 2008 - May 2009
Murphy & Durieu January 2007 - February 2008
First American Capital Group, LLC June 2003 - February 2007
Ladenburg Thalmann June 2000 - June 2003
Gaines Berland 1997 - 1999
Skills
Equities, Trading, Series 7, Series 63, Series 55, Securities, Investments, Hedge Funds, Portfolio Management, Fixed Income, Capital Markets, Options, Asset Managment, Financial Markets, Equity Trading, Trading Systems, Wealth Management, Alternative Investments, FINRA, Asset Management, Trading Strategies, Investment Banking, Series 24, Structured Products
Education
Cazenovia College
Business Administration, Management and Operations
Dawson James Securities June 2013 - Present
Livingston Monroe Capital Group May 2009 - May 2013
Dawson James Securities February 2008 - May 2009
Murphy & Durieu January 2007 - February 2008
First American Capital Group, LLC June 2003 - February 2007
Ladenburg Thalmann June 2000 - June 2003
Gaines Berland 1997 - 1999
Skills
Equities, Trading, Series 7, Series 63, Series 55, Securities, Investments, Hedge Funds, Portfolio Management, Fixed Income, Capital Markets, Options, Asset Managment, Financial Markets, Equity Trading, Trading Systems, Wealth Management, Alternative Investments, FINRA, Asset Management, Trading Strategies, Investment Banking, Series 24, Structured Products
Education
Cazenovia College
Business Administration, Management and Operations
Glenn Mattson's Ladenburg Thalmann Experience July 2014 - Present
Job Vice President at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann July 2014 - Present
Sidoti & Company, LLC August 2012 - July 2014
GTK Capital March 2009 - July 2012
GTK Capital, LLC May 2004 - April 2009
First Investors Corporation January 2000 - April 2004
First Investors Corporation February 1999 - December 1999
First Investors February 1998 - February 1999
Skills
Equities, Investments, Hedge Funds, Portfolio Management
Education
Manhattan College 1993 — 1998
BA
northern valley old tappan 1989 — 1993
Ladenburg Thalmann July 2014 - Present
Sidoti & Company, LLC August 2012 - July 2014
GTK Capital March 2009 - July 2012
GTK Capital, LLC May 2004 - April 2009
First Investors Corporation January 2000 - April 2004
First Investors Corporation February 1999 - December 1999
First Investors February 1998 - February 1999
Skills
Equities, Investments, Hedge Funds, Portfolio Management
Education
Manhattan College 1993 — 1998
BA
northern valley old tappan 1989 — 1993
James Cappuccio's Ladenburg Thalmann Experience 2000 - 2002
Job Managing Director, Investment Banking at H.C. Wainwright
Industry Financial Services
Experience
H.C. Wainwright April 2013 - Present
Dawson James Securities September 2012 - April 2013
Redwood Partners II LLC September 2005 - June 2012
RBC Professional Trader Group/G2 Trading LLC October 2008 - November 2010
First New York Securities 2004 - 2005
Rodman & Renshaw 2001 - 2003
Ladenburg Thalmann 2000 - 2002
Ruder Finn 1998 - 2000
Morgen-Walke Associates 1996 - 1998
Skills
Equities, Hedge Funds, Trading, Business Analysis, New Business Development, Investment Banking, Portfolio Management, Options Strategies, Equity Research, Financial Modeling, Investments, Venture Capital, Business Development, Mutual Funds, Equity Trading, Investor Relations, Alternative Investments, Equity Capital Markets, Securities, Capital Markets, Fixed Income, Valuation, Capital, Bloomberg, IPO, Financial Markets, ETFs, Options, Equity Valuation, Private Equity, Corporate Finance, Derivatives, Hedging, Asset Management
Education
Fairleigh Dickinson University 1990 — 1994
Bachelor of Science, Finance
H.C. Wainwright April 2013 - Present
Dawson James Securities September 2012 - April 2013
Redwood Partners II LLC September 2005 - June 2012
RBC Professional Trader Group/G2 Trading LLC October 2008 - November 2010
First New York Securities 2004 - 2005
Rodman & Renshaw 2001 - 2003
Ladenburg Thalmann 2000 - 2002
Ruder Finn 1998 - 2000
Morgen-Walke Associates 1996 - 1998
Skills
Equities, Hedge Funds, Trading, Business Analysis, New Business Development, Investment Banking, Portfolio Management, Options Strategies, Equity Research, Financial Modeling, Investments, Venture Capital, Business Development, Mutual Funds, Equity Trading, Investor Relations, Alternative Investments, Equity Capital Markets, Securities, Capital Markets, Fixed Income, Valuation, Capital, Bloomberg, IPO, Financial Markets, ETFs, Options, Equity Valuation, Private Equity, Corporate Finance, Derivatives, Hedging, Asset Management
Education
Fairleigh Dickinson University 1990 — 1994
Bachelor of Science, Finance
Gabriel Weitz's Ladenburg Thalmann Experience May 2013 - August 2013
Job Investment Analyst at Manulife Financial
Industry Financial Services
Experience
Manulife Financial July 2014 - Present
Ladenburg Thalmann May 2013 - August 2013
Accelmed May 2012 - July 2012
Skills
Investments, Business Strategy, Team Leadership, Entrepreneurship, Due Diligence, Microsoft Excel, Equities, Private Equity, Financial Modeling, Bloomberg Terminal, Microsoft Office, Corporate Finance, Financial Analysis, Public Speaking, Valuation, Start-ups, Strategic Planning, Banking
Education
Richard Ivey School of Business 2012 — 2014
Western University 2010 — 2014
Manulife Financial July 2014 - Present
Ladenburg Thalmann May 2013 - August 2013
Accelmed May 2012 - July 2012
Skills
Investments, Business Strategy, Team Leadership, Entrepreneurship, Due Diligence, Microsoft Excel, Equities, Private Equity, Financial Modeling, Bloomberg Terminal, Microsoft Office, Corporate Finance, Financial Analysis, Public Speaking, Valuation, Start-ups, Strategic Planning, Banking
Education
Richard Ivey School of Business 2012 — 2014
Western University 2010 — 2014
Carolyn Zwicker's Ladenburg Thalmann Experience 1978 - 1982
Job
Industry
Experience
Ladenburg Thalmann 1978 - 1982
White Weld & Co. 1976 - 1978
Morgan Stanley Smith Barney 1971 - 1974
Skills
Public Speaking, Customer Service, Budgets, Editing, Fundraising, Strategic Planning
Education
New York Institute of Finance
RR
Manhattanville College 1967 — 1971
BA
Ladenburg Thalmann 1978 - 1982
White Weld & Co. 1976 - 1978
Morgan Stanley Smith Barney 1971 - 1974
Skills
Public Speaking, Customer Service, Budgets, Editing, Fundraising, Strategic Planning
Education
New York Institute of Finance
RR
Manhattanville College 1967 — 1971
BA
Steven Milewicz's Ladenburg Thalmann Experience June 1991 - April 1994
Job General Counsel, Senior Business Executive
Industry Construction
Experience
Private Investment Company September 2011 - Present
RailWorks Corporation November 2007 - May 2011
Atlantic Hoisting & Scaffolding 1999 - May 2011
Atlantic Hoisting & Scaffolding August 2006 - October 2007
Atlantic Heydt Corporation August 1999 - August 2005
M/A Structured Finance October 1997 - August 1999
Montenay International Corp. September 1995 - October 1997
NY State Housing Finance, NY State Medical Care Finance, SONYMA August 1994 - August 1995
Ladenburg Thalmann June 1991 - April 1994
JWP Energy & Environment January 1988 - June 1991
Skills
Construction Law, General Corporate..., Employment Law, Real Estate Development, Energy & Environment, EEOC, In-house Legal
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Finance
Hofstra University School of Law 1982 — 1984
JD, Law
Brandeis University 1978 — 1982
BA, Economics
Private Investment Company September 2011 - Present
RailWorks Corporation November 2007 - May 2011
Atlantic Hoisting & Scaffolding 1999 - May 2011
Atlantic Hoisting & Scaffolding August 2006 - October 2007
Atlantic Heydt Corporation August 1999 - August 2005
M/A Structured Finance October 1997 - August 1999
Montenay International Corp. September 1995 - October 1997
NY State Housing Finance, NY State Medical Care Finance, SONYMA August 1994 - August 1995
Ladenburg Thalmann June 1991 - April 1994
JWP Energy & Environment January 1988 - June 1991
Skills
Construction Law, General Corporate..., Employment Law, Real Estate Development, Energy & Environment, EEOC, In-house Legal
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Finance
Hofstra University School of Law 1982 — 1984
JD, Law
Brandeis University 1978 — 1982
BA, Economics
Lisa Ilaria's Ladenburg Thalmann Experience 1997 - 1998
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
Mable Har's Ladenburg Thalmann Experience 1997 - 1998
Job Static Data Supervisor at MFGlobal
Industry Financial Services
Experience
MFGlobal 2011 - 2011
JPMorgan Chase 1998 - 2011
Ladenburg Thalmann 1997 - 1998
GARBAN, LLC. 1989 - 1997
Fundamental Brokers Inc. 1983 - 1989
Skills
Fixed Income, Middle Office, Trading, Bonds
Education
Baruch College, City University of New York (CUNY) 1976 — 1977
Marketing Finance
MFGlobal 2011 - 2011
JPMorgan Chase 1998 - 2011
Ladenburg Thalmann 1997 - 1998
GARBAN, LLC. 1989 - 1997
Fundamental Brokers Inc. 1983 - 1989
Skills
Fixed Income, Middle Office, Trading, Bonds
Education
Baruch College, City University of New York (CUNY) 1976 — 1977
Marketing Finance
Bisheng Zhu's Ladenburg Thalmann Experience June 1997 - April 2002
Job Speculator in financial market
Industry Financial Services
Experience
shuiming and associates May 2002 - Present
Ladenburg Thalmann June 1997 - April 2002
Education
Jiangxi University of Finance and Economics 1989 — 1992
Master of Business Administration (M.B.A.), Business/Managerial Economics, 91
Jiangxi Agricultural University 1981 — 1985
Bachelor of Engineering (BEng), Mechanical Engineering, 85
shuiming and associates May 2002 - Present
Ladenburg Thalmann June 1997 - April 2002
Education
Jiangxi University of Finance and Economics 1989 — 1992
Master of Business Administration (M.B.A.), Business/Managerial Economics, 91
Jiangxi Agricultural University 1981 — 1985
Bachelor of Engineering (BEng), Mechanical Engineering, 85
John Massocca's Ladenburg Thalmann Experience February 2013 - Present
Job Associate Analyst at Ladenburg Thalmann
Industry Investment Banking
Experience
Ladenburg Thalmann February 2013 - Present
Global Hunter Securities June 2011 - April 2012
Wedbush Equity Management July 2010 - August 2010
Wedbush Equity Management June 2009 - September 2009
United States Department of Energy July 2006 - August 2006
Skills
Golf, Bloomberg, Excel, PowerPoint, Series 7, Series 63, Institutional Sales, Series 86, Series 87, Equity Research
Education
Fordham University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
London School of Economics
General Course, Political Science Department
Ladenburg Thalmann February 2013 - Present
Global Hunter Securities June 2011 - April 2012
Wedbush Equity Management July 2010 - August 2010
Wedbush Equity Management June 2009 - September 2009
United States Department of Energy July 2006 - August 2006
Skills
Golf, Bloomberg, Excel, PowerPoint, Series 7, Series 63, Institutional Sales, Series 86, Series 87, Equity Research
Education
Fordham University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
London School of Economics
General Course, Political Science Department
Thomas LiVecchi's Ladenburg Thalmann Experience October 1997 - Present
Job Assistant Controller at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann October 1997 - Present
Skills
Financial Analysis, Financial Reporting
Education
Hofstra University 2003 — 2007
Master of Business Administration (MBA), business computer information systems
Hofstra University
Bachelor of Business Administration (BBA), Accounting
Ladenburg Thalmann October 1997 - Present
Skills
Financial Analysis, Financial Reporting
Education
Hofstra University 2003 — 2007
Master of Business Administration (MBA), business computer information systems
Hofstra University
Bachelor of Business Administration (BBA), Accounting
Stephen Sonkin's Ladenburg Thalmann Experience May 2013 - August 2013
Job Penn State '15
Industry Marketing and Advertising
Experience
NFL On Location September 2015 - Present
Atlantic Records June 2014 - August 2014
Ladenburg Thalmann May 2013 - August 2013
Laundry Service June 2012 - August 2012
Skills
Facebook, Social Media Marketing, Social Media, Digital Marketing, Public Relations, Marketing Communications, Advertising, Digital Media, New Media, Email Marketing, Social Networking, Strategic Consulting, Brand Management, Brand Development, Marketing Consulting, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Business, Marketing
NFL On Location September 2015 - Present
Atlantic Records June 2014 - August 2014
Ladenburg Thalmann May 2013 - August 2013
Laundry Service June 2012 - August 2012
Skills
Facebook, Social Media Marketing, Social Media, Digital Marketing, Public Relations, Marketing Communications, Advertising, Digital Media, New Media, Email Marketing, Social Networking, Strategic Consulting, Brand Management, Brand Development, Marketing Consulting, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Business, Marketing
Raymond Mizrahi's Ladenburg Thalmann Experience June 2000 - October 2001
Job coOwner Warbucks Seafood "Black Diamond Caviar"
Industry Fishery
Experience
Warbucks Seafood "Black Diamond Caviar" January 2013 - Present
inPact Solutions September 2012 - Present
Local Ocean January 2010 - December 2012
Sanit Distribution October 2001 - January 2010
Ladenburg Thalmann June 2000 - October 2001
Skills
Sales Operations, Marketing Strategy, Entrepreneurship, Key Account Management, New Business Development, Management, Sales Management, Business, Customer Satisfaction, Marketing Management, Team Leadership, Customer Acquisition, Branding & Identity..., Spanish-English, Arabic, Foreign Languages, Hebrew, Sales, Retail, International Sales, Food, Seafood, Gourmet, Start-ups, P&L Management, Purchasing, Catering, Product Development
Education
Baruch College 1999 — 2002
Warbucks Seafood "Black Diamond Caviar" January 2013 - Present
inPact Solutions September 2012 - Present
Local Ocean January 2010 - December 2012
Sanit Distribution October 2001 - January 2010
Ladenburg Thalmann June 2000 - October 2001
Skills
Sales Operations, Marketing Strategy, Entrepreneurship, Key Account Management, New Business Development, Management, Sales Management, Business, Customer Satisfaction, Marketing Management, Team Leadership, Customer Acquisition, Branding & Identity..., Spanish-English, Arabic, Foreign Languages, Hebrew, Sales, Retail, International Sales, Food, Seafood, Gourmet, Start-ups, P&L Management, Purchasing, Catering, Product Development
Education
Baruch College 1999 — 2002
Kevin Marder's Ladenburg Thalmann Experience March 2002 - June 2005
Job Principal
Industry Investment Management
Experience
Marder Investment Advisors Corp January 1989 - Present
Ladenburg Thalmann March 2002 - June 2005
MarketWatch May 1996 - November 1999
Capital Management Sciences January 1990 - November 1994
Skills
Alternative Investments, Hedge Funds, Asset Management, Equities, Financial Modeling, Investments, Private Equity, Series 7, Investment Strategies, Securities, Fixed Income, Capital Markets, Asset Managment, Portfolio Management, Asset Allocation, Equity Research
Education
University of Southern California 1987 — 1989
Master of Business Administration (MBA), Corporate Finance & Investments
Cal Poly San Luis Obispo
Bachelor of Science (BS), Business Administration
Marder Investment Advisors Corp January 1989 - Present
Ladenburg Thalmann March 2002 - June 2005
MarketWatch May 1996 - November 1999
Capital Management Sciences January 1990 - November 1994
Skills
Alternative Investments, Hedge Funds, Asset Management, Equities, Financial Modeling, Investments, Private Equity, Series 7, Investment Strategies, Securities, Fixed Income, Capital Markets, Asset Managment, Portfolio Management, Asset Allocation, Equity Research
Education
University of Southern California 1987 — 1989
Master of Business Administration (MBA), Corporate Finance & Investments
Cal Poly San Luis Obispo
Bachelor of Science (BS), Business Administration
Robert Leszkowicz's Ladenburg Thalmann Experience December 1999 - September 2002
Job Senior Vice President, Senior Compliance Officer at Citigroup
Industry Financial Services
Experience
Citi July 2014 - Present
Barclays Wealth and Investment Management February 2012 - July 2014
Bank of America July 2007 - February 2012
Bank of America July 2003 - July 2007
Citi October 2002 - July 2003
Ladenburg Thalmann December 1999 - September 2002
Salomon Smith Barney July 1998 - December 1999
Education
Marist College
Bachelor of Science (BS), Business
Citi July 2014 - Present
Barclays Wealth and Investment Management February 2012 - July 2014
Bank of America July 2007 - February 2012
Bank of America July 2003 - July 2007
Citi October 2002 - July 2003
Ladenburg Thalmann December 1999 - September 2002
Salomon Smith Barney July 1998 - December 1999
Education
Marist College
Bachelor of Science (BS), Business
Dan Hornbuckle's Ladenburg Thalmann Experience March 2012 - Present
Job Senior vice president equity trading at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann March 2012 - Present
WJB Capital Group, Inc. January 2008 - January 2012
Nutmeg Securities April 1996 - January 2007
hambrecht and quist 1998 - 1999
hambrect & quist 1997 - 1998
Skills
Series 7, Bloomberg, Hedge Funds, Securities, Equities, Capital Markets, Series 63, Alternative Investments
Education
Azusa Pacific University 1988 — 1989
Business Administration and Management, General
Ladenburg Thalmann March 2012 - Present
WJB Capital Group, Inc. January 2008 - January 2012
Nutmeg Securities April 1996 - January 2007
hambrecht and quist 1998 - 1999
hambrect & quist 1997 - 1998
Skills
Series 7, Bloomberg, Hedge Funds, Securities, Equities, Capital Markets, Series 63, Alternative Investments
Education
Azusa Pacific University 1988 — 1989
Business Administration and Management, General
Robert Lawton's Ladenburg Thalmann Experience January 1996 - September 2000
Job Screenwriter
Industry Entertainment
Experience
Self-employed Managing PartnerCatoosa Fund Management LLCJanuary 2001 - April 2012
Ladenburg Thalmann January 1996 - September 2000
Skills
Television
Education
New York University 1986 — 1990
Self-employed Managing PartnerCatoosa Fund Management LLCJanuary 2001 - April 2012
Ladenburg Thalmann January 1996 - September 2000
Skills
Television
Education
New York University 1986 — 1990
Gregg Morgan's Ladenburg Thalmann Experience 1992 - 1999
Job Atlas Print Solutions
Industry Printing
Experience
Atlas Print Solutions May 2015 - Present
EnCon Industries 2011 - April 2015
Working Media Group 2009 - 2011
Cyber Financial Network 1999 - 2009
Ladenburg Thalmann 1992 - 1999
Skills
Business Development, B2B, Account Management, Cold Calling, Sales Management, Sales Process, Direct Sales, Marketing Strategy, Lead Generation, Salesforce.com, Selling, New Business Development, Sales, Team Building, Team Management, Contract Negotiation, Business Networking, Solution Selling, Management, Due Diligence, Talent Acquisition, Leadership, Entrepreneurship, Start-ups, Small Business, Qualifying Prospects, Marketing, Management Consulting, Sales Presentations, CRM, Networking, Strategic Planning
Education
LIU Post 1990 — 1992
Bachelor of Business Administration (B.B.A.)
Nassau Community College 1989 — 1990
Marketing/Marketing Management, General
Atlas Print Solutions May 2015 - Present
EnCon Industries 2011 - April 2015
Working Media Group 2009 - 2011
Cyber Financial Network 1999 - 2009
Ladenburg Thalmann 1992 - 1999
Skills
Business Development, B2B, Account Management, Cold Calling, Sales Management, Sales Process, Direct Sales, Marketing Strategy, Lead Generation, Salesforce.com, Selling, New Business Development, Sales, Team Building, Team Management, Contract Negotiation, Business Networking, Solution Selling, Management, Due Diligence, Talent Acquisition, Leadership, Entrepreneurship, Start-ups, Small Business, Qualifying Prospects, Marketing, Management Consulting, Sales Presentations, CRM, Networking, Strategic Planning
Education
LIU Post 1990 — 1992
Bachelor of Business Administration (B.B.A.)
Nassau Community College 1989 — 1990
Marketing/Marketing Management, General
Donny Basch's Ladenburg Thalmann Experience February 1999 - March 2002
Job Financial Consultant
Industry Investment Management
Experience
Centrade Inc CEOCentrade IncOctober 2004 - Present
Bishop, Rosen & Co., Inc. March 2002 - October 2004
Ladenburg Thalmann February 1999 - March 2002
Education
City University of New York-Hunter College 1998 — 2002
Bachelor’s Degree, Finance, General
Centrade Inc CEOCentrade IncOctober 2004 - Present
Bishop, Rosen & Co., Inc. March 2002 - October 2004
Ladenburg Thalmann February 1999 - March 2002
Education
City University of New York-Hunter College 1998 — 2002
Bachelor’s Degree, Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS