Multi-Bank Securities, Inc.
Industry: Company
DescriptionFounded: 1987 Parent organization: Multi-Bank Services, Ltd.
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Multi-Bank Securities, Inc. Employees
Employee
Years
Job
Industry
Kevin Inglis Kevin Inglis's Multi-Bank Securities, Inc. Experience October 2013 - July 2014
Job Real Estate Agent at Lattimer Realty
Industry Financial Services
Experience
Lattimer Realty November 2014 - Present
Blue Eagle Corporation August 2014 - Present
Multi-Bank Securities, Inc. October 2013 - July 2014
Total Bank Solutions March 2010 - May 2013
Total Bank Solutions January 2008 - March 2010
Total Bank Solutions March 2007 - January 2008
PTG Capital May 2006 - March 2007
Citigroup-Smith Barney January 2005 - January 2006
Skills
New Business Development, Sales Management, Access, Wealth Management, Microsoft Excel, Outlook, Investments, Mutual Funds, Bloomberg, Microsoft Office, Securities, Credit, Equities, PowerPoint, Microsoft Word, Loans, Trading, Portfolio Management, Leadership, Analysis, Banking, Management, Financial Analysis, Asset Management, Series 63, Sales, Fixed Income, Time Management, Series 7
Education
Monmouth University 2002 — 2006
Bachelor, Finance and Marketing
DeSmet Jesuit High School 1998 — 2002
H.S
Lattimer Realty November 2014 - Present
Blue Eagle Corporation August 2014 - Present
Multi-Bank Securities, Inc. October 2013 - July 2014
Total Bank Solutions March 2010 - May 2013
Total Bank Solutions January 2008 - March 2010
Total Bank Solutions March 2007 - January 2008
PTG Capital May 2006 - March 2007
Citigroup-Smith Barney January 2005 - January 2006
Skills
New Business Development, Sales Management, Access, Wealth Management, Microsoft Excel, Outlook, Investments, Mutual Funds, Bloomberg, Microsoft Office, Securities, Credit, Equities, PowerPoint, Microsoft Word, Loans, Trading, Portfolio Management, Leadership, Analysis, Banking, Management, Financial Analysis, Asset Management, Series 63, Sales, Fixed Income, Time Management, Series 7
Education
Monmouth University 2002 — 2006
Bachelor, Finance and Marketing
DeSmet Jesuit High School 1998 — 2002
H.S
Chris Theut Chris Theut's Multi-Bank Securities, Inc. Experience 2000 - 2005
Job Senior Vice President & Manager Institutional Sales / Investments Michigan Comerica Securities, Inc.
Industry Investment Management
Experience
Comerica Securities, Inc. April 2007 - Present
H&R Block Financial Advisors July 2005 - April 2007
Multi-Bank Securities, Inc. 2000 - 2005
Multi-Bank Securities, Inc. 1991 - 1994
Skills
Fixed Income, Institutional Investors, Swaps, mbs, Derivatives, Bonds, Federal Agencies, Corporate Bonds, Certificates of Deposit, Portfolio Management, Portfolio Strategy, Access, MBS, Institutional..., Corporates, Bloomberg, Alternative Investments, Series 24, Series 63, Series 65, Bloomberg Terminal, Cash Management, Investment Advisory, Securities, Investments, Capital Markets, Mortgage Lending, Series 7, Loans, Wealth Management, Asset Allocation, Asset Management, FINRA, Money Market, Trading, Mutual Funds, Credit, Treasury Management, ETFs, Investment Strategies, Investment Management, Equities, Financial Modeling
Education
College for Financial Planning
AAMS-Accredited Asset Management Specialist
Central Michigan University 1985 — 1990
BS, Finance, Economics
Orchard Lake St. Mary's 1981 — 1985
HSD, College Prep
Comerica Securities, Inc. April 2007 - Present
H&R Block Financial Advisors July 2005 - April 2007
Multi-Bank Securities, Inc. 2000 - 2005
Multi-Bank Securities, Inc. 1991 - 1994
Skills
Fixed Income, Institutional Investors, Swaps, mbs, Derivatives, Bonds, Federal Agencies, Corporate Bonds, Certificates of Deposit, Portfolio Management, Portfolio Strategy, Access, MBS, Institutional..., Corporates, Bloomberg, Alternative Investments, Series 24, Series 63, Series 65, Bloomberg Terminal, Cash Management, Investment Advisory, Securities, Investments, Capital Markets, Mortgage Lending, Series 7, Loans, Wealth Management, Asset Allocation, Asset Management, FINRA, Money Market, Trading, Mutual Funds, Credit, Treasury Management, ETFs, Investment Strategies, Investment Management, Equities, Financial Modeling
Education
College for Financial Planning
AAMS-Accredited Asset Management Specialist
Central Michigan University 1985 — 1990
BS, Finance, Economics
Orchard Lake St. Mary's 1981 — 1985
HSD, College Prep
Jonathan Kalmink Jonathan Kalmink's Multi-Bank Securities, Inc. Experience August 2002 - Present
Job VicePresident at MultiBank Securities, Inc.
Industry Financial Services
Experience
Multi-Bank Securities, Inc. August 2002 - Present
Skills
Series 7, Fixed Income, Series 63, Bonds, Capital Markets, Portfolio Management, Investment Strategies, Investments, MBS, Securities, Trading, Investment Advisory, Bloomberg Terminal, FINRA, Financial Markets, Series 24, Valuation, Institutional..., Finance, Trading Systems, Asset Management, Bloomberg, Electronic Trading, Interest Rate...
Education
Calvin College 1998 — 2002
Grosse Pointe South High School 1994 — 1998
Multi-Bank Securities, Inc. August 2002 - Present
Skills
Series 7, Fixed Income, Series 63, Bonds, Capital Markets, Portfolio Management, Investment Strategies, Investments, MBS, Securities, Trading, Investment Advisory, Bloomberg Terminal, FINRA, Financial Markets, Series 24, Valuation, Institutional..., Finance, Trading Systems, Asset Management, Bloomberg, Electronic Trading, Interest Rate...
Education
Calvin College 1998 — 2002
Grosse Pointe South High School 1994 — 1998
Christopher Segue Christopher Segue's Multi-Bank Securities, Inc. Experience 2011 - 2014
Job Financial Services
Industry Financial Services
Experience
Independent 2014 - Present
Multi-Bank Securities, Inc. 2011 - 2014
GlobalVIew Technologies 2000 - 2003
Skills
MBS, Fixed Income, Series 7, Portfolio Management, Entrepreneurship, Series 63, Investments, Credit, Microsoft Excel, Hedge Funds, FINRA, Trading, Marketing Strategy, Securities, Retirement Planning, Microsoft Office, Capital Markets, Sales, Customer Service, Banking, Bonds, Financial Analysis, Equities, Strategic Financial..., New Business Development, Strategic Planning, Insurance, Risk Management, Wealth Management, Loans, Financial Modeling, Finance, Negotiation, Investment Banking, Valuation, Mortgage Lending, Fixed Annuities, Asset Management
Education
Morehouse College 1983 — 1988
B.A., Economics
Independent 2014 - Present
Multi-Bank Securities, Inc. 2011 - 2014
GlobalVIew Technologies 2000 - 2003
Skills
MBS, Fixed Income, Series 7, Portfolio Management, Entrepreneurship, Series 63, Investments, Credit, Microsoft Excel, Hedge Funds, FINRA, Trading, Marketing Strategy, Securities, Retirement Planning, Microsoft Office, Capital Markets, Sales, Customer Service, Banking, Bonds, Financial Analysis, Equities, Strategic Financial..., New Business Development, Strategic Planning, Insurance, Risk Management, Wealth Management, Loans, Financial Modeling, Finance, Negotiation, Investment Banking, Valuation, Mortgage Lending, Fixed Annuities, Asset Management
Education
Morehouse College 1983 — 1988
B.A., Economics
David Pesek David Pesek's Multi-Bank Securities, Inc. Experience November 2014 - Present
Job Assistant Operations Manager at MultiBank Securities
Industry Financial Services
Experience
Multi-Bank Securities, Inc. November 2014 - Present
Broad and Cassel May 2014 - November 2014
Aon Hewitt March 2013 - May 2014
Skills
Financial Analysis, Leadership, Public Speaking, Investments, Management, Microsoft Office, Entrepreneurship, Stock Market Analysis, Derivatives, Technical Analysis, Visual Basic, Valuation, Advanced Excel Functions, Financial Modeling, Budgets, Equity Research, Investment Strategies, Fundamental Analysis, Fixed Income, TradeWeb, Pivotal, MBS, Bonds
Education
University of Central Florida - College of Business Administration 2010 — 2014
Bachelor's Degree, Finance, General
Stone Bridge High School 2005 — 2010
Advanced Studies Diploma
Multi-Bank Securities, Inc. November 2014 - Present
Broad and Cassel May 2014 - November 2014
Aon Hewitt March 2013 - May 2014
Skills
Financial Analysis, Leadership, Public Speaking, Investments, Management, Microsoft Office, Entrepreneurship, Stock Market Analysis, Derivatives, Technical Analysis, Visual Basic, Valuation, Advanced Excel Functions, Financial Modeling, Budgets, Equity Research, Investment Strategies, Fundamental Analysis, Fixed Income, TradeWeb, Pivotal, MBS, Bonds
Education
University of Central Florida - College of Business Administration 2010 — 2014
Bachelor's Degree, Finance, General
Stone Bridge High School 2005 — 2010
Advanced Studies Diploma
Robert Jandreau II Robert Jandreau II's Multi-Bank Securities, Inc. Experience November 2013 - July 2015
Job Investment Services Officer at Bankers' Bank Northeast
Industry Financial Services
Experience
Bankers' Bank Northeast January 2015 - July 2015
Multi-Bank Securities, Inc. November 2013 - July 2015
Bankers' Bank Northeast August 2013 - January 2015
Conning Asset Management October 2000 - July 2012
Knights of Columbus September 1995 - September 2000
Lehman Brothers August 1994 - September 1995
First Data Corporation 1993 - 1994
The Boston Company January 1993 - April 1993
Moors & Cabot October 1992 - December 1992
State Street Bank April 1992 - June 1992
Skills
ABS, Portfolio Management, Fixed Income, MBS, Bonds, Alternative Investments, Trading, Investment Strategies, Financial Services, Financial Markets, Securities, Mutual Funds, Investments, Equities, Capital Markets, Bloomberg, Credit, High Yield, Asset Management, Series 7, Series 63, Investment Management
Education
Northeastern University 1988 — 1993
Bachelor of Science, Finance and International Business
Toll Gate 1986 — 1988
Bankers' Bank Northeast January 2015 - July 2015
Multi-Bank Securities, Inc. November 2013 - July 2015
Bankers' Bank Northeast August 2013 - January 2015
Conning Asset Management October 2000 - July 2012
Knights of Columbus September 1995 - September 2000
Lehman Brothers August 1994 - September 1995
First Data Corporation 1993 - 1994
The Boston Company January 1993 - April 1993
Moors & Cabot October 1992 - December 1992
State Street Bank April 1992 - June 1992
Skills
ABS, Portfolio Management, Fixed Income, MBS, Bonds, Alternative Investments, Trading, Investment Strategies, Financial Services, Financial Markets, Securities, Mutual Funds, Investments, Equities, Capital Markets, Bloomberg, Credit, High Yield, Asset Management, Series 7, Series 63, Investment Management
Education
Northeastern University 1988 — 1993
Bachelor of Science, Finance and International Business
Toll Gate 1986 — 1988
Alex Pereira Alex Pereira's Multi-Bank Securities, Inc. Experience 2010 - 2011
Job Director of Acquisitions, Development and Investments
Industry Real Estate
Experience
Secure Realty Investments LLC 2008 - Present
Multi-Bank Securities, Inc. 2010 - 2011
Citi 2008 - 2009
Countrywide 2007 - 2008
New Century Mortgage 2004 - 2007
Ameriquest Capital Group 2003 - 2004
Skills
Investments, Real Estate, Portfolio Management, Finance, Mergers & Acquisitions, Due Diligence, Investment Properties, Business Strategy, Loans, Selling, Financial Modeling, Credit, Strategy, Mortgage Lending, Business Development, Entrepreneurship, Real Estate Development, Private Equity, Valuation, Real Estate Economics, Contract Negotiation, Sales, Negotiation, Budgets, Residential, Capital Markets, Asset Management, Venture Capital, Financial Analysis, Mortgage, Investors, Equities, Sales Management, Forecasting, Project Management, Public Relations, Commercial Real Estate, New Business Development, Fixed Income, Account Management, Credit Risk, Construction Management, Contract Management, Marketing Strategy, Business Planning, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Master of Business Administration (M.B.A.), MBA
New York Institute of Technology
BA, Political Science
Villanova University
Six Sigma Green Belt, Six Sigma Certificate
Villanova University
Six Sigma Certificate, Six Sigma Lean
Villanova University
Six Sigma Certificate, Six Sigma Master Black Belt
Secure Realty Investments LLC 2008 - Present
Multi-Bank Securities, Inc. 2010 - 2011
Citi 2008 - 2009
Countrywide 2007 - 2008
New Century Mortgage 2004 - 2007
Ameriquest Capital Group 2003 - 2004
Skills
Investments, Real Estate, Portfolio Management, Finance, Mergers & Acquisitions, Due Diligence, Investment Properties, Business Strategy, Loans, Selling, Financial Modeling, Credit, Strategy, Mortgage Lending, Business Development, Entrepreneurship, Real Estate Development, Private Equity, Valuation, Real Estate Economics, Contract Negotiation, Sales, Negotiation, Budgets, Residential, Capital Markets, Asset Management, Venture Capital, Financial Analysis, Mortgage, Investors, Equities, Sales Management, Forecasting, Project Management, Public Relations, Commercial Real Estate, New Business Development, Fixed Income, Account Management, Credit Risk, Construction Management, Contract Management, Marketing Strategy, Business Planning, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Master of Business Administration (M.B.A.), MBA
New York Institute of Technology
BA, Political Science
Villanova University
Six Sigma Green Belt, Six Sigma Certificate
Villanova University
Six Sigma Certificate, Six Sigma Lean
Villanova University
Six Sigma Certificate, Six Sigma Master Black Belt
Jerry M. Grenda Jerry M. Grenda's Multi-Bank Securities, Inc. Experience June 2009 - June 2013
Job Senior Vice PresidentFixed Income Strategies at First Empire Securities, Inc.
Industry Financial Services
Experience
First Empire Securities, Inc. November 2014 - Present
Wayne State University 2005 - Present
Recycle Detroit 2005 - Present
Multi-Bank Securities, Inc. June 2009 - June 2013
University of Windsor 1999 - 2005
Skills
Public Speaking, Research, Teaching, Higher Education, Non-profits, Microsoft Office, Strategic Planning, Community Outreach, Fundraising, Grant Writing, Social Media, Event Planning, Staff Development, Nonprofits, Leadership Development, Instructional Design, Budgets, Program Management, Leadership, Program Development, Data Analysis, Volunteer Management, E-Learning, Organizational..., Banking
Education
University of Windsor 1999 — 2001
Master of Business Administration (MBA), Strategy and Finance
University of Windsor 1995 — 1999
Bachelor of Commerce (B.Com.), Business Administration and Management, General, Accounting and Management
Kettering University 1985 — 1992
First Empire Securities, Inc. November 2014 - Present
Wayne State University 2005 - Present
Recycle Detroit 2005 - Present
Multi-Bank Securities, Inc. June 2009 - June 2013
University of Windsor 1999 - 2005
Skills
Public Speaking, Research, Teaching, Higher Education, Non-profits, Microsoft Office, Strategic Planning, Community Outreach, Fundraising, Grant Writing, Social Media, Event Planning, Staff Development, Nonprofits, Leadership Development, Instructional Design, Budgets, Program Management, Leadership, Program Development, Data Analysis, Volunteer Management, E-Learning, Organizational..., Banking
Education
University of Windsor 1999 — 2001
Master of Business Administration (MBA), Strategy and Finance
University of Windsor 1995 — 1999
Bachelor of Commerce (B.Com.), Business Administration and Management, General, Accounting and Management
Kettering University 1985 — 1992
Bruce Hinkle's Multi-Bank Securities, Inc. Experience July 2013 - September 2014
Job Vice President of Bank Sales at StoneCastle Partners, LLC
Industry Banking
Experience
StoneCastle Partners, LLC September 2014 - Present
Multi-Bank Securities, Inc. July 2013 - September 2014
Farin & Associates, Inc. December 2010 - July 2013
Institutional Deposits Corp October 2007 - December 2010
QwickRate August 1991 - July 2007
Skills
Banking, Budgets, Liquidity Risk, Business Development, Strategic Partnerships, Financial Modeling, Customer Service, Leadership, Analytics, Investments, Strategic Planning, Sales, Treasury Management, Start-ups, Financial Institutions, Financial Reporting, Capital Markets, Valuation, Credit Analysis, Mortgage Lending, Financial Services, Cash Management, Retail Banking, Small Business Lending, Risk Management, Asset Based Lending, Financial Planning, Asset Management, Strategic Financial..., Management, Relationship Management, Sales Presentations, Sales Management
Education
Clemson University 1980 — 1982
BS, Economics
Southern New Hampshire University 1978 — 1980
Business/Managerial Economics
Series 7 and 66 Licenses from National Association of Securities Dealers (NASD).
StoneCastle Partners, LLC September 2014 - Present
Multi-Bank Securities, Inc. July 2013 - September 2014
Farin & Associates, Inc. December 2010 - July 2013
Institutional Deposits Corp October 2007 - December 2010
QwickRate August 1991 - July 2007
Skills
Banking, Budgets, Liquidity Risk, Business Development, Strategic Partnerships, Financial Modeling, Customer Service, Leadership, Analytics, Investments, Strategic Planning, Sales, Treasury Management, Start-ups, Financial Institutions, Financial Reporting, Capital Markets, Valuation, Credit Analysis, Mortgage Lending, Financial Services, Cash Management, Retail Banking, Small Business Lending, Risk Management, Asset Based Lending, Financial Planning, Asset Management, Strategic Financial..., Management, Relationship Management, Sales Presentations, Sales Management
Education
Clemson University 1980 — 1982
BS, Economics
Southern New Hampshire University 1978 — 1980
Business/Managerial Economics
Series 7 and 66 Licenses from National Association of Securities Dealers (NASD).
Ed Ulrich, MAS Ed Ulrich, MAS's Multi-Bank Securities, Inc. Experience January 2012 - December 2012
Job Partner at Q mar|com
Industry Marketing and Advertising
Experience
Queensland Marketing Communications / Qmarcom November 1995 - Present
Multi-Bank Securities, Inc. January 2012 - December 2012
J.A. Valenti Associates (JAVA) August 1991 - November 1995
First of Michigan October 1988 - May 1991
US Army November 1982 - November 1984
Skills
MBS, Corporates, US Treasuries, Commercial Paper, Portfolio Management, Investments, Institutional Investors, Banking, Series 7, Strategic Planning, Bonds, Series 63, Trading, Fixed Income, Financial Analysis, Advertising, Management, Sales, Institutional..., Marketing, Leadership, Marketing Communications, Team Building, Social Media
Education
Western Michigan University 1986 — 1988
Bachelors
Oakland Community College 1985 — 1986
Associates
Queensland Marketing Communications / Qmarcom November 1995 - Present
Multi-Bank Securities, Inc. January 2012 - December 2012
J.A. Valenti Associates (JAVA) August 1991 - November 1995
First of Michigan October 1988 - May 1991
US Army November 1982 - November 1984
Skills
MBS, Corporates, US Treasuries, Commercial Paper, Portfolio Management, Investments, Institutional Investors, Banking, Series 7, Strategic Planning, Bonds, Series 63, Trading, Fixed Income, Financial Analysis, Advertising, Management, Sales, Institutional..., Marketing, Leadership, Marketing Communications, Team Building, Social Media
Education
Western Michigan University 1986 — 1988
Bachelors
Oakland Community College 1985 — 1986
Associates
David Kasper David Kasper's Multi-Bank Securities, Inc. Experience April 2013 - March 2014
Job Sales Supervision Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Multi-Bank Securities, Inc. April 2013 - March 2014
BondDesk Group LLC April 2012 - February 2013
BondDesk Group LLC August 2011 - March 2012
BondDesk Group LLC December 2010 - July 2011
Ameriprise Financial November 2008 - June 2010
H&R Block Financial Advisors February 2000 - October 2008
Olde Discount November 1993 - February 2000
Waterhouse Securities September 1988 - July 1993
Skills
Fixed Income, Securities, Portfolio Management, Sales, Financial Advisory, Management, Trading, Series 7, Series 63, Bonds, Series 24, Equities, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Strategies, Investments, Trading Systems, Risk Management, Options, Insurance, Strategic Financial..., Strategy, Finance, Financial Markets, Financial Analysis, Banking, Mutual Funds, Electronic Trading
Education
Eastern Michigan University 1982 — 1985
Bachelors, Finance - Investment Analysis
Ameriprise Financial Services, Inc. March 2014 - Present
Multi-Bank Securities, Inc. April 2013 - March 2014
BondDesk Group LLC April 2012 - February 2013
BondDesk Group LLC August 2011 - March 2012
BondDesk Group LLC December 2010 - July 2011
Ameriprise Financial November 2008 - June 2010
H&R Block Financial Advisors February 2000 - October 2008
Olde Discount November 1993 - February 2000
Waterhouse Securities September 1988 - July 1993
Skills
Fixed Income, Securities, Portfolio Management, Sales, Financial Advisory, Management, Trading, Series 7, Series 63, Bonds, Series 24, Equities, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Strategies, Investments, Trading Systems, Risk Management, Options, Insurance, Strategic Financial..., Strategy, Finance, Financial Markets, Financial Analysis, Banking, Mutual Funds, Electronic Trading
Education
Eastern Michigan University 1982 — 1985
Bachelors, Finance - Investment Analysis
Jessica Lapresi Jessica Lapresi's Multi-Bank Securities, Inc. Experience April 2009 - August 2013
Job National Account Executive at Ameris Bank
Industry Financial Services
Experience
Ameris Bank September 2015 - Present
Merril Lynch October 2014 - August 2015
Multi-Bank Securities, Inc. April 2009 - August 2013
Stanford Group Company September 2005 - February 2009
Skills
Series 7, Fixed Income, Trading, Series 63, Securities, Equity Research, Bonds, Financial Modeling, Microsoft Excel, Market Research, Bloomberg, Investments, MBS, Hedge Funds, Portfolio Management, Credit, Capital Markets
Education
University of Phoenix 2007 — 2009
B.S. - Finance
Ameris Bank September 2015 - Present
Merril Lynch October 2014 - August 2015
Multi-Bank Securities, Inc. April 2009 - August 2013
Stanford Group Company September 2005 - February 2009
Skills
Series 7, Fixed Income, Trading, Series 63, Securities, Equity Research, Bonds, Financial Modeling, Microsoft Excel, Market Research, Bloomberg, Investments, MBS, Hedge Funds, Portfolio Management, Credit, Capital Markets
Education
University of Phoenix 2007 — 2009
B.S. - Finance
Chris Meyer Chris Meyer's Multi-Bank Securities, Inc. Experience March 2013 - September 2013
Job VP and CFO at Xerox Government Heathcare Solutions
Industry Information Technology and Services
Experience
Toyota Motor Sales April 2014 - February 2015
Palogix Supply Chain Services September 2013 - April 2014
Multi-Bank Securities, Inc. March 2013 - September 2013
Trion Solutions, Inc December 2012 - March 2013
Warbird Consulting Partners, LLC December 2011 - October 2012
Macomb County Habitat for Humanity May 2011 - June 2012
Huron Consulting Group September 2010 - December 2011
General Motors 2009 - 2010
General Motors 2007 - 2008
General Motors 2005 - 2007
Skills
Product Development, Risk Management, Joint Ventures, Information Technology, Manufacturing, Continuous Improvement, Mergers, Forecasting, Turn Around Management, Restructuring, Balanced Scorecard, Budgets, SAP, Cost Accounting, Internal Audit, Marketing, Automotive, Analysis, Acquisition Integration, Auditing, Business Development, Business Planning, Business Strategy, Competitive Analysis, Contract Negotiation, Corporate Finance, Cross-functional Team..., Due Diligence, Executive Management, Finance, Financial Modeling, Financial Reporting, Leadership, Management, Management Consulting, Managerial Finance, Mergers, Operations Management, Negotiation, Pricing, Process Improvement, Program Management, Project Management, Purchasing, Consulting, Project Planning, Recruiting, Sales, Securities, Shared Services
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1979
MBA
Kettering University 1972 — 1977
BIE, Industrial Engineering
Toyota Motor Sales April 2014 - February 2015
Palogix Supply Chain Services September 2013 - April 2014
Multi-Bank Securities, Inc. March 2013 - September 2013
Trion Solutions, Inc December 2012 - March 2013
Warbird Consulting Partners, LLC December 2011 - October 2012
Macomb County Habitat for Humanity May 2011 - June 2012
Huron Consulting Group September 2010 - December 2011
General Motors 2009 - 2010
General Motors 2007 - 2008
General Motors 2005 - 2007
Skills
Product Development, Risk Management, Joint Ventures, Information Technology, Manufacturing, Continuous Improvement, Mergers, Forecasting, Turn Around Management, Restructuring, Balanced Scorecard, Budgets, SAP, Cost Accounting, Internal Audit, Marketing, Automotive, Analysis, Acquisition Integration, Auditing, Business Development, Business Planning, Business Strategy, Competitive Analysis, Contract Negotiation, Corporate Finance, Cross-functional Team..., Due Diligence, Executive Management, Finance, Financial Modeling, Financial Reporting, Leadership, Management, Management Consulting, Managerial Finance, Mergers, Operations Management, Negotiation, Pricing, Process Improvement, Program Management, Project Management, Purchasing, Consulting, Project Planning, Recruiting, Sales, Securities, Shared Services
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1979
MBA
Kettering University 1972 — 1977
BIE, Industrial Engineering
Charles Knox, MBA, CCFC's Multi-Bank Securities, Inc. Experience July 2009 - September 2010
Job VP Investments Financial Services with Fixed Income Expertise | Open to Networking Opportunities
Industry Capital Markets
Experience
IFS Securities November 2010 - Present
Knox Consulting Group LLC November 2005 - Present
Executive Leaders in Financial Investments in the Greater Atlanta Area 2013 - Present
Multi-Bank Securities, Inc. July 2009 - September 2010
International Financial Solutions Inc. February 2008 - October 2009
ING U.S. Financial Services January 2006 - February 2007
The Home Depot June 2004 - November 2005
Visteon Corporation January 2003 - February 2004
KPMG LLP May 2001 - July 2002
PricewaterhouseCoopers LLP May 1999 - August 2000
Skills
Series 7, Series 63, Series 65, Capital Markets, Bonds, Bloomberg Terminal, Portfolio Management, Investments, MS Project, Business Process..., Business Development, Whole Life, Health Insurance, Estate Planning, Strategic Financial..., Microsoft Excel, General Securities..., Hold Series 7, Fixed Income, Financial Advisory, Financial Planning, Investment Advisory, Term Life Insurance, Variable Annuities, Windows 7, Website Development, ETFs, PowerPoint, Client Development, Primavera, Finance, Management, Financial Services, Financial Analysis, Strategy, Risk Management, Equities, Securities, Analysis, Leadership, Mutual Funds, Project Management
Education
Case Western Reserve University - Weatherhead School of Management 2000 — 2002
MBA, E-Business, Marketing and Entrepreneurial Management
University of Michigan 1989 — 1995
BSE, Industrial and Operations Engineering
Southfield High School 1985 — 1989
Diploma, College Prep Courses, AP History
Gesu Catholic School 1982 — 1985
Middle School Diploma
IFS Securities November 2010 - Present
Knox Consulting Group LLC November 2005 - Present
Executive Leaders in Financial Investments in the Greater Atlanta Area 2013 - Present
Multi-Bank Securities, Inc. July 2009 - September 2010
International Financial Solutions Inc. February 2008 - October 2009
ING U.S. Financial Services January 2006 - February 2007
The Home Depot June 2004 - November 2005
Visteon Corporation January 2003 - February 2004
KPMG LLP May 2001 - July 2002
PricewaterhouseCoopers LLP May 1999 - August 2000
Skills
Series 7, Series 63, Series 65, Capital Markets, Bonds, Bloomberg Terminal, Portfolio Management, Investments, MS Project, Business Process..., Business Development, Whole Life, Health Insurance, Estate Planning, Strategic Financial..., Microsoft Excel, General Securities..., Hold Series 7, Fixed Income, Financial Advisory, Financial Planning, Investment Advisory, Term Life Insurance, Variable Annuities, Windows 7, Website Development, ETFs, PowerPoint, Client Development, Primavera, Finance, Management, Financial Services, Financial Analysis, Strategy, Risk Management, Equities, Securities, Analysis, Leadership, Mutual Funds, Project Management
Education
Case Western Reserve University - Weatherhead School of Management 2000 — 2002
MBA, E-Business, Marketing and Entrepreneurial Management
University of Michigan 1989 — 1995
BSE, Industrial and Operations Engineering
Southfield High School 1985 — 1989
Diploma, College Prep Courses, AP History
Gesu Catholic School 1982 — 1985
Middle School Diploma
Paul Lukasiewicz Paul Lukasiewicz's Multi-Bank Securities, Inc. Experience October 2004 - October 2014
Job Visual Communicator and Creative Director at Cr8ve By Design
Industry Marketing and Advertising
Experience
Cr8ve By Design October 2014 - Present
Multi-Bank Securities, Inc. October 2004 - October 2014
McCann Erickson / Detroit January 1990 - July 2000
Saatchi, Saatchi DFS LA April 1987 - December 1989
William Esty Advertising / LA 1986 - 1987
Young & Rubicam 1984 - 1986
STL Publications 1982 - 1983
Skills
Online Advertising, Marketing, Relationship Marketing, Digital Marketing, Marketing Strategy, Advertising, Corporate Branding, Strategic Planning, Creative Direction, eCRM, Email Marketing, Digital Strategy, New Business Development, Interactive Marketing, Collateral, Multi-channel Marketing, Strategy, Direct Mail, Lead Generation
Education
College for Creative Studies 1980 — 1981
Advertising Design
Western Michigan University 1972 — 1976
BFA Program of visual Design and Illustration
Cr8ve By Design October 2014 - Present
Multi-Bank Securities, Inc. October 2004 - October 2014
McCann Erickson / Detroit January 1990 - July 2000
Saatchi, Saatchi DFS LA April 1987 - December 1989
William Esty Advertising / LA 1986 - 1987
Young & Rubicam 1984 - 1986
STL Publications 1982 - 1983
Skills
Online Advertising, Marketing, Relationship Marketing, Digital Marketing, Marketing Strategy, Advertising, Corporate Branding, Strategic Planning, Creative Direction, eCRM, Email Marketing, Digital Strategy, New Business Development, Interactive Marketing, Collateral, Multi-channel Marketing, Strategy, Direct Mail, Lead Generation
Education
College for Creative Studies 1980 — 1981
Advertising Design
Western Michigan University 1972 — 1976
BFA Program of visual Design and Illustration
Thomas Caulfield Thomas Caulfield's Multi-Bank Securities, Inc. Experience April 2011 - Present
Job Account Executive at MultiBank Securities, Inc.
Industry Financial Services
Experience
Multi-Bank Securities, Inc. April 2011 - Present
1st Financial Lending September 2009 - April 2011
Bank of America 2008 - 2009
GMAC ResCap 2004 - 2008
Club Corp - The Renaissance Club 2000 - 2004
Skills
Mortgage Lending, Portfolio Management, Investments, Series 7, Management, Series 63, Mortgage Banking, Customer Service, Sales Management, Risk Management, Team Building, Sales Operations, Banking, Finance, Management Consulting, Sales, Securities, Credit, Loans, Swaps, MBS, Agency MBS, eConnect, Operations Management, Product Marketing
Education
Johnson and Wales University 1993 — 1996
BS, Management / Finance
Multi-Bank Securities, Inc. April 2011 - Present
1st Financial Lending September 2009 - April 2011
Bank of America 2008 - 2009
GMAC ResCap 2004 - 2008
Club Corp - The Renaissance Club 2000 - 2004
Skills
Mortgage Lending, Portfolio Management, Investments, Series 7, Management, Series 63, Mortgage Banking, Customer Service, Sales Management, Risk Management, Team Building, Sales Operations, Banking, Finance, Management Consulting, Sales, Securities, Credit, Loans, Swaps, MBS, Agency MBS, eConnect, Operations Management, Product Marketing
Education
Johnson and Wales University 1993 — 1996
BS, Management / Finance
Cory Vanden Bout Cory Vanden Bout's Multi-Bank Securities, Inc. Experience 2003 - 2005
Job Developer and Consultant
Industry Computer Software
Experience
BizStream September 2006 - Present
MBS Mortgage Company, LLC January 2004 - June 2006
Multi-Bank Securites, Inc January 2004 - June 2006
Multi-Bank Securities, Inc. 2003 - 2005
Skills
Microsoft SQL Server, SSIS, Data Integration, Web Development, Data Migration, ASP.NET, .NET, C#, jQuery, MVC, Web Services, LINQ, Software Development, SQL, SharePoint, CSS, ASP, Project Management, PHP, pgAdmin, PostgreSQL, VBScript, VB.NET, IIS, JavaScript, VBA, Kentico, Database Design, Project Architecture, Technology
Education
Grand Valley State University 1999 — 2003
Bachelor of Science (B.S.), Computer Information Systems
Unity Christian High School 1995 — 1999
BizStream September 2006 - Present
MBS Mortgage Company, LLC January 2004 - June 2006
Multi-Bank Securites, Inc January 2004 - June 2006
Multi-Bank Securities, Inc. 2003 - 2005
Skills
Microsoft SQL Server, SSIS, Data Integration, Web Development, Data Migration, ASP.NET, .NET, C#, jQuery, MVC, Web Services, LINQ, Software Development, SQL, SharePoint, CSS, ASP, Project Management, PHP, pgAdmin, PostgreSQL, VBScript, VB.NET, IIS, JavaScript, VBA, Kentico, Database Design, Project Architecture, Technology
Education
Grand Valley State University 1999 — 2003
Bachelor of Science (B.S.), Computer Information Systems
Unity Christian High School 1995 — 1999
Taryn Barg's Multi-Bank Securities, Inc. Experience February 2015 - Present
Job Bond Trader & Operations Manager at MultiBank Securities, Inc.
Industry Financial Services
Experience
Multi-Bank Securities, Inc. February 2015 - Present
Karen Lee and Associates, LLC May 2012 - December 2014
AXA Equitable May 2011 - July 2011
Financial Strategies Group, Inc. May 2011 - July 2011
Skills
Trading, Bloomberg, Time Management, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Access, Data Analysis, Social Media, Social Networking, Facebook, Leadership, Event Planning, Customer Service, CRM Databases, Client Services, Marketing
Education
Florida State University - College of Business 2008 — 2012
Bachelor's Degree, Finance
Multi-Bank Securities, Inc. February 2015 - Present
Karen Lee and Associates, LLC May 2012 - December 2014
AXA Equitable May 2011 - July 2011
Financial Strategies Group, Inc. May 2011 - July 2011
Skills
Trading, Bloomberg, Time Management, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Access, Data Analysis, Social Media, Social Networking, Facebook, Leadership, Event Planning, Customer Service, CRM Databases, Client Services, Marketing
Education
Florida State University - College of Business 2008 — 2012
Bachelor's Degree, Finance
Jonathan Jury Jonathan Jury's Multi-Bank Securities, Inc. Experience October 2012 - Present
Job Fixed Income Broker at MultiBank Securities, Inc.
Industry Financial Services
Experience
Multi-Bank Securities, Inc. October 2012 - Present
Avatar Securities, LLC May 2012 - August 2012
Morgan Stanley Smith Barney October 2011 - March 2012
Education
Eastern Michigan University
B.B.A., Finance
Multi-Bank Securities, Inc. October 2012 - Present
Avatar Securities, LLC May 2012 - August 2012
Morgan Stanley Smith Barney October 2011 - March 2012
Education
Eastern Michigan University
B.B.A., Finance
Luigi Mancini Luigi Mancini's Multi-Bank Securities, Inc. Experience January 2008 - Present
Job Institutional Fixed Income Account Executive
Industry Financial Services
Experience
Multi-Bank Securities, Inc. January 2008 - Present
LRM Painting, INC March 2003 - Present
Raka Construction Building Company 1990 - 2008
H&R Block January 1997 - April 2002
Skills
Fixed Income, Investments, Series 7, Portfolio Management, Series 63, Strategic Financial..., Bonds, Trading, Equities, Securities, Investment Strategies, Equity Research, Options, FINRA, Hedge Funds, Microsoft Office, Financial Planning, Customer Service, Sales
Education
Wayne State University 1989 — 1992
Master of Business Administration (MBA), Finance, General
Oakland University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance
Multi-Bank Securities, Inc. January 2008 - Present
LRM Painting, INC March 2003 - Present
Raka Construction Building Company 1990 - 2008
H&R Block January 1997 - April 2002
Skills
Fixed Income, Investments, Series 7, Portfolio Management, Series 63, Strategic Financial..., Bonds, Trading, Equities, Securities, Investment Strategies, Equity Research, Options, FINRA, Hedge Funds, Microsoft Office, Financial Planning, Customer Service, Sales
Education
Wayne State University 1989 — 1992
Master of Business Administration (MBA), Finance, General
Oakland University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance
Drew Manecke Drew Manecke's Multi-Bank Securities, Inc. Experience September 2008 - May 2009
Job Energy Trader at ACES – excellence in energy
Industry Oil & Energy
Experience
ACES – excellence in energy January 2014 - Present
American Electric Power November 2012 - February 2013
American Municipal Power, Inc. July 2012 - November 2012
JPMorgan Chase January 2012 - July 2012
Pilot Hill Capital January 2011 - November 2011
Multi-Bank Securities, Inc. September 2008 - May 2009
Fidelity Investments January 2007 - April 2008
Fidelity Investments August 2006 - January 2007
Fidelity Investments January 2005 - August 2006
Skills
Trading, Capital Markets, Energy, Financial Modeling, Commodity, Investments, Financial Analysis, Commodity Markets, Finance, Fixed Income, Equities, Strategy, Energy Markets, Asset Management, Mutual Funds, Risk Management, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Finance
Wittenberg University 1999 — 2003
BA, Sociology
ACES – excellence in energy January 2014 - Present
American Electric Power November 2012 - February 2013
American Municipal Power, Inc. July 2012 - November 2012
JPMorgan Chase January 2012 - July 2012
Pilot Hill Capital January 2011 - November 2011
Multi-Bank Securities, Inc. September 2008 - May 2009
Fidelity Investments January 2007 - April 2008
Fidelity Investments August 2006 - January 2007
Fidelity Investments January 2005 - August 2006
Skills
Trading, Capital Markets, Energy, Financial Modeling, Commodity, Investments, Financial Analysis, Commodity Markets, Finance, Fixed Income, Equities, Strategy, Energy Markets, Asset Management, Mutual Funds, Risk Management, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Finance
Wittenberg University 1999 — 2003
BA, Sociology
Merlin Elsner's Multi-Bank Securities, Inc. Experience August 2008 - Present
Job Chief Compliance Officer at MultiBank Securities, Inc.
Industry Financial Services
Experience
Multi-Bank Securities, Inc. August 2008 - Present
Bank of America (Lasalle Bank) October 2007 - February 2008
Lasalle Bank January 2006 - January 2008
ABN AMRO May 1996 - December 2005
Skills
Broker-Dealer Compliance, Fixed Income, Suitability Analysis, Suspicious Activity..., Regulatory Filings, Regulatory Examinations, Enterprise Risk..., Risk Based Testing, Broker-Dealer, Financial Markets, SEC filings, Securities, Capital Markets, AML, Compliance Monitoring, Institutional Investors, Regulatory Analysis, Business Strategy, Internal Communications, Ethical Leadership, Internal Audit, Securities Regulation, Digital Photography, Cost Management, Marketing Strategy, FINRA, Process Management, USA PATRIOT Act, Series 63, MBS, Bank Secrecy Act, Banking, Series 24, Series 7, Institutional..., Risk Management
Education
University of Pennsylvania - The Wharton School 2011 — 2011
FINRA Insitute @ Wharton CRCP Program
Oakland University 2007 — 2010
MBA, Economics
Wayne State University 1996 — 2000
BS, Finance and Business Economics
Multi-Bank Securities, Inc. August 2008 - Present
Bank of America (Lasalle Bank) October 2007 - February 2008
Lasalle Bank January 2006 - January 2008
ABN AMRO May 1996 - December 2005
Skills
Broker-Dealer Compliance, Fixed Income, Suitability Analysis, Suspicious Activity..., Regulatory Filings, Regulatory Examinations, Enterprise Risk..., Risk Based Testing, Broker-Dealer, Financial Markets, SEC filings, Securities, Capital Markets, AML, Compliance Monitoring, Institutional Investors, Regulatory Analysis, Business Strategy, Internal Communications, Ethical Leadership, Internal Audit, Securities Regulation, Digital Photography, Cost Management, Marketing Strategy, FINRA, Process Management, USA PATRIOT Act, Series 63, MBS, Bank Secrecy Act, Banking, Series 24, Series 7, Institutional..., Risk Management
Education
University of Pennsylvania - The Wharton School 2011 — 2011
FINRA Insitute @ Wharton CRCP Program
Oakland University 2007 — 2010
MBA, Economics
Wayne State University 1996 — 2000
BS, Finance and Business Economics
Andrew Gaines's Multi-Bank Securities, Inc. Experience July 2008 - Present
Job VicePresident Institutional Broker at MultiBank Securities, Inc.
Industry Investment Management
Experience
Multi-Bank Securities, Inc. July 2008 - Present
The Kessler Group 2000 - 2007
Skills
Financial Analysis, Capital Markets, Portfolio Management, Series 7, Banking, Investments, Strategic Planning
Education
University of Kentucky 1982 — 1986
Economics and Political Science
Multi-Bank Securities, Inc. July 2008 - Present
The Kessler Group 2000 - 2007
Skills
Financial Analysis, Capital Markets, Portfolio Management, Series 7, Banking, Investments, Strategic Planning
Education
University of Kentucky 1982 — 1986
Economics and Political Science
Joseph Welch's Multi-Bank Securities, Inc. Experience August 2010 - April 2014
Job Product Development Purchasing
Industry Automotive
Experience
FCA Fiat Chrysler Automobiles April 2014 - Present
Multi-Bank Securities, Inc. August 2010 - April 2014
Mercedes-Benz Technology October 2008 - April 2011
Chrysler December 2007 - September 2008
Chrysler October 2005 - December 2007
Chrysler May 1997 - October 2005
Skills
Global Sourcing, Procurement, Negotiation, Sourcing, Supply Chain Management, Contract Management, Strategy, Supply Management, Purchasing, Supply Chain..., Inventory Management, Product Development, Lean Manufacturing, Manufacturing, Strategic Planning, Materials Management, Business Strategy, Continuous Improvement, Process Improvement, Supply Chain, Warehousing, Management, Logistics, Forecasting, Business Process..., Logistics Management, Automotive
Education
Wayne State University 2001 — 2003
MBA
Central Michigan University 1993 — 1997
BSBA, Logistics Management
FCA Fiat Chrysler Automobiles April 2014 - Present
Multi-Bank Securities, Inc. August 2010 - April 2014
Mercedes-Benz Technology October 2008 - April 2011
Chrysler December 2007 - September 2008
Chrysler October 2005 - December 2007
Chrysler May 1997 - October 2005
Skills
Global Sourcing, Procurement, Negotiation, Sourcing, Supply Chain Management, Contract Management, Strategy, Supply Management, Purchasing, Supply Chain..., Inventory Management, Product Development, Lean Manufacturing, Manufacturing, Strategic Planning, Materials Management, Business Strategy, Continuous Improvement, Process Improvement, Supply Chain, Warehousing, Management, Logistics, Forecasting, Business Process..., Logistics Management, Automotive
Education
Wayne State University 2001 — 2003
MBA
Central Michigan University 1993 — 1997
BSBA, Logistics Management
Nicole James's Multi-Bank Securities, Inc. Experience February 2014 - Present
Job Senior Vice President at MultiBank Securities CD Funding
Industry Financial Services
Experience
Multi-Bank Securities, Inc. February 2014 - Present
Incapital March 2008 - December 2013
LaSalle Bank May 1997 - March 2008
Skills
Series 7, Series 63, Bonds, Trading, Bloomberg, Fixed Income, Securities, FINRA
Education
Florida Atlantic University 1998 — 2001
MBA
Furman University 1992 — 1996
Bachelor of Science (B.S.)
St. Thomas Aquinas h.s.
Multi-Bank Securities, Inc. February 2014 - Present
Incapital March 2008 - December 2013
LaSalle Bank May 1997 - March 2008
Skills
Series 7, Series 63, Bonds, Trading, Bloomberg, Fixed Income, Securities, FINRA
Education
Florida Atlantic University 1998 — 2001
MBA
Furman University 1992 — 1996
Bachelor of Science (B.S.)
St. Thomas Aquinas h.s.
Damien Grant's Multi-Bank Securities, Inc. Experience July 2012 - Present
Job Institutional Bond Trader
Industry Capital Markets
Experience
Multi-Bank Securities, Inc. July 2012 - Present
Grant & Company April 2003 - May 2008
Skills
Finance, Fixed Income, Loans, Trading, Public Speaking, Customer Service, Team Building, Marketing Strategy, Leadership, Capital Markets, Marketing, Securities, Series 7, Sales, Financial Analysis, Series 63, Strategic Planning, Insurance
Education
Temple University - Fox School of Business and Management 1993 — 1997
BBA, Finance
Multi-Bank Securities, Inc. July 2012 - Present
Grant & Company April 2003 - May 2008
Skills
Finance, Fixed Income, Loans, Trading, Public Speaking, Customer Service, Team Building, Marketing Strategy, Leadership, Capital Markets, Marketing, Securities, Series 7, Sales, Financial Analysis, Series 63, Strategic Planning, Insurance
Education
Temple University - Fox School of Business and Management 1993 — 1997
BBA, Finance
Douglas S Gasher's Multi-Bank Securities, Inc. Experience October 2013 - Present
Job Vice President, Institutional Fixed Income at MultiBank Securities, Inc.
Industry Financial Services
Experience
Multi-Bank Securities, Inc. October 2013 - Present
Guzman & Company December 2010 - September 2013
Finacorp Securities, TradeFunds January 2009 - June 2010
Calamos Investments May 2007 - October 2008
HSBC Securities 1991 - 1992
Skills
Series 63, Fixed Income, Bonds, Bloomberg, Mutual Funds, Securities, Treasury Management, Cash Management, Money Market, Municipal Bonds, Alternative Investments, Equities, Sales Management, Series 7, Certified Public Fund..., Separately Managed..., Asset Allocation, Asset Managment, MBS, Structured Products, Trading Systems, Financial Markets, Trading, Capital Markets, Institutional..., Investment Advisory, ABS, Hedge Funds, Portfolio Management, FINRA, Electronic Trading, Equity Research, Derivatives, Investments, Investment Management, Investment Strategies, Investment Banking, Interest Rate..., Wealth Management, Financial Modeling, Equity Trading, Options, Financial Advisory, Asset Management
Education
CPFIM Class Instructor
CPFIM Class Instructor
California State University-Long Beach
Multi-Bank Securities, Inc. October 2013 - Present
Guzman & Company December 2010 - September 2013
Finacorp Securities, TradeFunds January 2009 - June 2010
Calamos Investments May 2007 - October 2008
HSBC Securities 1991 - 1992
Skills
Series 63, Fixed Income, Bonds, Bloomberg, Mutual Funds, Securities, Treasury Management, Cash Management, Money Market, Municipal Bonds, Alternative Investments, Equities, Sales Management, Series 7, Certified Public Fund..., Separately Managed..., Asset Allocation, Asset Managment, MBS, Structured Products, Trading Systems, Financial Markets, Trading, Capital Markets, Institutional..., Investment Advisory, ABS, Hedge Funds, Portfolio Management, FINRA, Electronic Trading, Equity Research, Derivatives, Investments, Investment Management, Investment Strategies, Investment Banking, Interest Rate..., Wealth Management, Financial Modeling, Equity Trading, Options, Financial Advisory, Asset Management
Education
CPFIM Class Instructor
CPFIM Class Instructor
California State University-Long Beach
James Poponea's Multi-Bank Securities, Inc. Experience December 2014 - Present
Job Sr. Software Engineer at MultiBank Securities, Inc.
Industry Information Technology and Services
Experience
Multi-Bank Securities, Inc. December 2014 - Present
Shift Digital June 2014 - December 2014
Coil Group December 2013 - June 2014
Utilitec, An Ancor Company September 2010 - December 2013
Fathead September 2009 - September 2010
Pinnacle Airlines Corp. September 2004 - September 2009
Skills
Microsoft SQL Server, C#, ASP.NET, Visual Basic, HTML, VB.NET, ASP.NET MVC, Python, Database Design, PHP, MySQL, JavaScript, AJAX, Java, C++, Android, iOS, Django, .NET, jquery, Databases
Education
Oakland University 2010 — 2015
Master of Science in Information Technology Management
Embry-Riddle Aeronautical University 1997 — 2001
BS, Aeronautical Science
Multi-Bank Securities, Inc. December 2014 - Present
Shift Digital June 2014 - December 2014
Coil Group December 2013 - June 2014
Utilitec, An Ancor Company September 2010 - December 2013
Fathead September 2009 - September 2010
Pinnacle Airlines Corp. September 2004 - September 2009
Skills
Microsoft SQL Server, C#, ASP.NET, Visual Basic, HTML, VB.NET, ASP.NET MVC, Python, Database Design, PHP, MySQL, JavaScript, AJAX, Java, C++, Android, iOS, Django, .NET, jquery, Databases
Education
Oakland University 2010 — 2015
Master of Science in Information Technology Management
Embry-Riddle Aeronautical University 1997 — 2001
BS, Aeronautical Science
Monique Taras's Multi-Bank Securities, Inc. Experience March 2012 - July 2012
Job Technical Sales and Marketing
Industry Management Consulting
Experience
ROSS DECCO Company September 2014 - Present
Snap-on Tools October 2012 - August 2014
Multi-Bank Securities, Inc. March 2012 - July 2012
SEARS Parts and Service September 2005 - February 2012
Monique Pheng Taras February 2005 - June 2005
Franklin County Children Services March 1999 - February 2005
Skills
Project Management, Forecasting, New Business Development, Sales Management, Budgets, Strategic Planning, Sales, Analysis, Customer Service, Leadership
Education
Keller University 2002 — 2004
MBA, Web Development-Business
Devry University 2000 — 2002
B.S., Information Technology
The Ohio State University 1993 — 1998
B.A,, Sociology
The Ohio State University
Bachelor of Arts, Sociology
DeVry University
Bachelor of Science, 2002; Information Technology
Keller Graduate School {an Affiliate of DeVry
Master of Business Administration, 2004; Web Based Business Operations
ROSS DECCO Company September 2014 - Present
Snap-on Tools October 2012 - August 2014
Multi-Bank Securities, Inc. March 2012 - July 2012
SEARS Parts and Service September 2005 - February 2012
Monique Pheng Taras February 2005 - June 2005
Franklin County Children Services March 1999 - February 2005
Skills
Project Management, Forecasting, New Business Development, Sales Management, Budgets, Strategic Planning, Sales, Analysis, Customer Service, Leadership
Education
Keller University 2002 — 2004
MBA, Web Development-Business
Devry University 2000 — 2002
B.S., Information Technology
The Ohio State University 1993 — 1998
B.A,, Sociology
The Ohio State University
Bachelor of Arts, Sociology
DeVry University
Bachelor of Science, 2002; Information Technology
Keller Graduate School {an Affiliate of DeVry
Master of Business Administration, 2004; Web Based Business Operations
Kurt von Koss's Multi-Bank Securities, Inc. Experience May 2004 - June 2005
Job Beaver Tile and Stone Sales Manager
Industry Wholesale
Experience
Beaver Tile and Stone June 2005 - Present
ANSI 108 Committee April 2007 - Present
Great Lakes Ceramic Tile Council April 2006 - Present
Construction Association of Michigan February 2010 - February 2014
Dwyer Marble and Stone May 2003 - May 2006
Multi-Bank Securities, Inc. May 2004 - June 2005
Ann Sacks Tile and Stone April 1997 - May 2002
VIrginia TIle Company November 1979 - April 1997
Fruehauf Corporation June 1978 - November 1979
Birmingham Country Club 1969 - 1978
Skills
Sales Management, Customer Relations, New Business Development, Contract Negotiation, Purchasing, Account Management, Negotiation, Retail, Project Management, Budgets, Product Development, Customer Service, Leadership, Marketing Strategy, Sales Operations, Microsoft Office, Business Planning, Coaching, Team Building, Construction, Customer Satisfaction, Team Leadership, Key Account Management, Advertising, Contract Management, Manufacturing, Building Materials, Operations Management, Management, Business Strategy, Forecasting, Business Development, B2B, Trade Shows, Selling, Residential Homes, Inventory Management, Microsoft Excel, Product Marketing, Direct Sales, Sales
Education
University of Michigan 1974 — 1978
B.A., Economics and Journalism
Birmingham Brother Rice
Beaver Tile and Stone June 2005 - Present
ANSI 108 Committee April 2007 - Present
Great Lakes Ceramic Tile Council April 2006 - Present
Construction Association of Michigan February 2010 - February 2014
Dwyer Marble and Stone May 2003 - May 2006
Multi-Bank Securities, Inc. May 2004 - June 2005
Ann Sacks Tile and Stone April 1997 - May 2002
VIrginia TIle Company November 1979 - April 1997
Fruehauf Corporation June 1978 - November 1979
Birmingham Country Club 1969 - 1978
Skills
Sales Management, Customer Relations, New Business Development, Contract Negotiation, Purchasing, Account Management, Negotiation, Retail, Project Management, Budgets, Product Development, Customer Service, Leadership, Marketing Strategy, Sales Operations, Microsoft Office, Business Planning, Coaching, Team Building, Construction, Customer Satisfaction, Team Leadership, Key Account Management, Advertising, Contract Management, Manufacturing, Building Materials, Operations Management, Management, Business Strategy, Forecasting, Business Development, B2B, Trade Shows, Selling, Residential Homes, Inventory Management, Microsoft Excel, Product Marketing, Direct Sales, Sales
Education
University of Michigan 1974 — 1978
B.A., Economics and Journalism
Birmingham Brother Rice
Damien Grant's Multi-Bank Securities, Inc. Experience July 2012 - Present
Job Institutional Bond Trader
Industry Capital Markets
Experience
Multi-Bank Securities, Inc. July 2012 - Present
Education
Temple University - Fox School of Business and Management 1993 — 1997
Finance
Multi-Bank Securities, Inc. July 2012 - Present
Education
Temple University - Fox School of Business and Management 1993 — 1997
Finance
Charles Poole's Multi-Bank Securities, Inc. Experience April 2012 - Present
Job Junior Trader
Industry Financial Services
Experience
Multi-Bank Securities, Inc. April 2012 - Present
WaterPure International September 2010 - December 2011
Education
Florida State University
Finance, General
Multi-Bank Securities, Inc. April 2012 - Present
WaterPure International September 2010 - December 2011
Education
Florida State University
Finance, General
Jeff Maccagnone's Multi-Bank Securities, Inc. Experience PresidentMulti-Bank Securities, Inc.January 2012 - Present
Job President at MultiBank Securities, Inc.
Industry Financial Services
Experience
Multi-Bank Securities, Inc. PresidentMulti-Bank Securities, Inc.January 2012 - Present
Skills
Series 7, Fixed Income, Series 63, Capital Markets, Bonds, Options, Wealth Management, FINRA, Series 24, Trading
Education
University of Michigan 1989 — 1993
Bachelor of Arts (BA), Economics
University of Michigan 1989 — 1993
Economics
Multi-Bank Securities, Inc. PresidentMulti-Bank Securities, Inc.January 2012 - Present
Skills
Series 7, Fixed Income, Series 63, Capital Markets, Bonds, Options, Wealth Management, FINRA, Series 24, Trading
Education
University of Michigan 1989 — 1993
Bachelor of Arts (BA), Economics
University of Michigan 1989 — 1993
Economics
Dustin Rudder's Multi-Bank Securities, Inc. Experience 2012 - August 2013
Job Financial Consultant at The Hantz Group
Industry Financial Services
Experience
The Hantz Group March 2013 - Present
Multi-Bank Securities, Inc. 2012 - August 2013
Morgan Stanley Smith Barney 2010 - 2011
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Investment Strategies, Securities, Portfolio Management, Alternative Investments, Fixed Income, Financial Planning
Education
Michigan State University 1994 — 1999
Bachelor of Arts (B.A.), Accounting
The Hantz Group March 2013 - Present
Multi-Bank Securities, Inc. 2012 - August 2013
Morgan Stanley Smith Barney 2010 - 2011
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Investment Strategies, Securities, Portfolio Management, Alternative Investments, Fixed Income, Financial Planning
Education
Michigan State University 1994 — 1999
Bachelor of Arts (B.A.), Accounting
Jon Pedersen's Multi-Bank Securities, Inc. Experience 2009 - April 2014
Job Managing Member at Viking Sun Funds, LLC
Industry Financial Services
Experience
Viking Sun Funds, LLC April 2014 - Present
Multi-Bank Securities, Inc. 2009 - April 2014
Skills
Portfolio Management, Series 7, MBS, Banking, Credit, Financial Analysis, Strategic Planning, Insurance, Sales Management, New Business Development, Account Management, Negotiation, Budgets, Microsoft Excel, Microsoft Office, Customer Service, Loans, Private Equity, Securities
Education
University of Michigan 1979 — 1981
BS, Economics
Michigan State University 1976 — 1978
Viking Sun Funds, LLC April 2014 - Present
Multi-Bank Securities, Inc. 2009 - April 2014
Skills
Portfolio Management, Series 7, MBS, Banking, Credit, Financial Analysis, Strategic Planning, Insurance, Sales Management, New Business Development, Account Management, Negotiation, Budgets, Microsoft Excel, Microsoft Office, Customer Service, Loans, Private Equity, Securities
Education
University of Michigan 1979 — 1981
BS, Economics
Michigan State University 1976 — 1978
Eric Kjos's Multi-Bank Securities, Inc. Experience October 2012 - January 2014
Job Purchase Banker at Quicken Loans by day and Intellectual Entrepreneur at night.
Industry Financial Services
Experience
Quicken Loans June 2014 - Present
Multi-Bank Securities, Inc. October 2012 - January 2014
Skills
Fixed Income, Investments, Portfolio Management, Series 7, Series 63, Capital Markets, Bonds, Trading, Banking, Mortgage Lending, Financial Analysis, Asset Management, Valuation, Financial Modeling
Education
Michigan State University
Bachelor's degree, Economics
Michigan State University
Master of Business Administration (MBA), Finance, General
Quicken Loans June 2014 - Present
Multi-Bank Securities, Inc. October 2012 - January 2014
Skills
Fixed Income, Investments, Portfolio Management, Series 7, Series 63, Capital Markets, Bonds, Trading, Banking, Mortgage Lending, Financial Analysis, Asset Management, Valuation, Financial Modeling
Education
Michigan State University
Bachelor's degree, Economics
Michigan State University
Master of Business Administration (MBA), Finance, General
Sherry Adolph's Multi-Bank Securities, Inc. Experience January 2014 - Present
Job Systems Administrator at MultiBank Securities, Inc.
Industry Hospital & Health Care
Experience
Multi-Bank Securities, Inc. January 2014 - Present
Trinity Health September 2005 - October 2013
Trinity Health System September 2005 - October 2013
CHE Trinity Health September 2005 - October 2013
Lafarge Cement December 1999 - March 2005
Skills
Account Management, Office Management, Microsoft Excel, Office Administration, Microsoft Word, Microsoft Office, Technical Support, Servers
Education
S.V.S.U. 1988 — 1991
Bachelor of Business Administration (BBA), Accounting
Oakland University
Bachelor's degree, Accounting
Multi-Bank Securities, Inc. January 2014 - Present
Trinity Health September 2005 - October 2013
Trinity Health System September 2005 - October 2013
CHE Trinity Health September 2005 - October 2013
Lafarge Cement December 1999 - March 2005
Skills
Account Management, Office Management, Microsoft Excel, Office Administration, Microsoft Word, Microsoft Office, Technical Support, Servers
Education
S.V.S.U. 1988 — 1991
Bachelor of Business Administration (BBA), Accounting
Oakland University
Bachelor's degree, Accounting
Gerry Risi's Multi-Bank Securities, Inc. Experience January 2003 - Present
Job Senior Vice President at MultiBank Securities, Inc.
Industry Financial Services
Experience
Multi-Bank Securities, Inc. January 2003 - Present
Hanover Capital Partners January 1999 - December 2002
CoreStates Capital Markets January 1992 - December 1998
Education
University of Miami - School of Business 1985 — 1987
Master of Business Administration (MBA), Economics
Hofstra University 1969 — 1973
Bachelor of Science (BS), Economics
Multi-Bank Securities, Inc. January 2003 - Present
Hanover Capital Partners January 1999 - December 2002
CoreStates Capital Markets January 1992 - December 1998
Education
University of Miami - School of Business 1985 — 1987
Master of Business Administration (MBA), Economics
Hofstra University 1969 — 1973
Bachelor of Science (BS), Economics
Andrew DiMarco's Multi-Bank Securities, Inc. Experience July 2012 - Present
Job Vice President at MultiBank Securities, Inc.
Industry Financial Services
Experience
Multi-Bank Securities, Inc. July 2012 - Present
Benzinga September 2011 - July 2012
Cornerstone Trading May 2011 - September 2011
Archelon Group August 2006 - April 2011
Torus Capital December 2004 - June 2005
Cornerstone Partners April 1996 - January 2004
Skills
Investments, Portfolio Management, Risk Management, Financial Analysis, Fixed Income, Equities, Capital Markets, Asset Management, Wealth Management, Options, Securities, Trading, Financial Markets, Electronic Trading, Hedge Funds, Bloomberg, Trading Systems, Series 7, Derivatives
Education
St. Norbert College
St. Norbert College
Multi-Bank Securities, Inc. July 2012 - Present
Benzinga September 2011 - July 2012
Cornerstone Trading May 2011 - September 2011
Archelon Group August 2006 - April 2011
Torus Capital December 2004 - June 2005
Cornerstone Partners April 1996 - January 2004
Skills
Investments, Portfolio Management, Risk Management, Financial Analysis, Fixed Income, Equities, Capital Markets, Asset Management, Wealth Management, Options, Securities, Trading, Financial Markets, Electronic Trading, Hedge Funds, Bloomberg, Trading Systems, Series 7, Derivatives
Education
St. Norbert College
St. Norbert College
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY