National Asset Management, Inc.
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National Asset Management, Inc. Employees
Ameriprise Financial Services, Inc. June 2013 - Present
Diabetes Research Institue 2012 - 2014
National Asset Management, Inc. January 2009 - May 2013
Gilford Securities January 2008 - January 2009
Newbridge Securities January 2005 - January 2008
Education
Binghamton University - School of Management 1998 — 2001
B.S., Finance
Syosset High School 1995 — 1998
Regents Diploma, Finance, General
HMS Host International March 2013 - February 2014
Sam's Club April 2010 - February 2012
Big Lots September 2005 - July 2008
AAA APARTMENT STAFFING July 2005 - September 2005
National Asset Management, Inc. June 2000 - January 2005
Skills
Retail, Customer Service, Customer Satisfaction, Supervisory Skills, Management, Managing Associates, Makeup Artistry, Retail Sales, Customer Experience, Call Centers, Staff Supervision, Collections, Billing Solutions
Education
Dekalb Community College 2004 — 2008
Associate's, Criminal Justice
Columbus Advisory Group August 2013 - Present
National Asset Management, Inc. June 2009 - August 2013
National Securities Corporation February 2008 - August 2013
US Army November 1991 - September 1995
Education
Baruch College, City University of New York (CUNY)
Finance, General
Borough of Manhattan Community College
Associate of Arts (A.A.) Business Administration
Market Integrity Committee, New York Society of Security Analysts June 2014 - Present
Pure Investment Advisers, Inc. July 2013 - Present
National Asset Management, Inc. September 2009 - July 2013
Skills
Investments, Wealth Management, Risk Management, Strategic Financial..., Equities, Portfolio Management, Trading, Capital Markets, Fixed Income, Asset Managment, Securities, Insurance, Financial Markets, Asset Protection, Derivatives, Investment Banking, Hedge Funds, Electronic Trading, Financial Services
Education
CFA Institute 2011 — 2013
Chartered Financial Analyst, Investment Management, Finance and Economics
1979 — 1984
MS, Electronics Engineering
Claraphi Advisory Network, LLC April 2013 - Present
National Asset Management, Inc. April 2010 - April 2013
Engineering Projects, LLC July 2007 - September 2010
The First String January 2007 - April 2007
Education
Lehigh University 2002 — 2006
Bachelor of Science, Marketing, Psychology
National Asset Management, Inc. March 2011 - Present
National Securities Corporation December 2010 - Present
Bank of America Merrill Lynch September 2008 - December 2010
Merrill Lynch, Pierce, Fenner & Smith July 2006 - September 2008
Skills
Series 7, Series 66, Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Estate Planning, Equities, Investment Strategies
Education
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.), Business Management, Economics
Ridley High School 1997 — 2002
Lanier Asset Management, LLC August 2015 - Present
Blakewater Consultancy LLC September 2011 - August 2015
Stratevie Media LLC March 2010 - September 2011
Blakewater Consultancy September 2004 - March 2010
Eaton Vance January 2002 - August 2004
National Asset Management, Inc. February 2000 - January 2002
Skills
Capital Acquisition, Financial Services, Motivational Speaking, Asset Managment, Investments, Securities, Equities, Portfolio Management, Series 7, Wealth Management, Investment Advisory, Alternative Investments, Separately Managed..., Mutual Funds, Series 63, Strategic Financial..., Asset Allocation, Fixed Income, Hedge Funds, Financial Advisory, Asset Management, Retirement Planning
Education
College of the Holy Cross
Providence College
National Asset Management, Inc. October 2013 - Present
Prime Capital Services December 2012 - Present
Toussaint Capital Partners March 2011 - April 2012
Toussaint Capital Partners April 2010 - April 2012
Bank of New York Mellon February 2005 - December 2008
Allstate Financial Services July 2001 - December 2004
Ameritrade 1998 - 2002
Skills
Fixed Income, Hedge Funds, Series 7, Financial Markets, Investment Banking, Equity Trading, Bloomberg, Capital Markets, Electronic Trading, Equity Research, stock repurchase, Equity Capital Markets, Series 63, Series 24, Series 55, Fixed Income Trading, syndicate, operations, AML, 10b5-1 Plans, Commercial Paper, Microsoft Excel, Building Relationships, trade settlements, Derivatives, Sell Side, Account Management, debt capital markets, tradeweb, US Treasuries, Employee Training, Unit Investment Trusts, Equities, Series 65, FINRA
Education
University of Nebraska-Lincoln
B.S, Finance
National Asset Management, Inc. August 2014 - Present
National Securities Corp. August 2013 - Present
Gilman Ciocia January 2013 - November 2013
Prime Capital Services November 2003 - March 2012
Skills
Series 7, Series 66, Series 24, Series 4, Series 53, FINRA, Investment Advisory, Options, Trading, Securities, Wealth Management, Mutual Funds, Financial Services, Equities, Bonds, ETFs, Stocks, Variable Annuities, Asset Management, Investments, Alternative Investments, Fixed Annuities, Series 63, Uniform Combined State..., Series 65
Education
Dutchess Community College 2000 — 2003
Fitch Group, Inc. July 2010 - Present
LS Capital Managment, LLC July 2009 - July 2010
National Asset Management, Inc. June 2008 - July 2009
Skills
Oracle Discoverer, Bloomberg Terminal, Factiva, Reuters, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Lotus Notes, Adobe Professional, Access Database
Education
Baruch College, City University of New York (CUNY) 2014 — 2017
Master’s Degree, Public Administration
Baruch College 2005 — 2009
Bachelor of Business Administration (BBA), Major- Economics, Minor- History