National Securities Corporation
Industry: Company
DescriptionHeadquarters: Seattle, WA Founded: 1947 Parent organization: National Holdings Subsidiary: National Securities Corporation, Research Division
National Securities Corporation List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at National Securities Corporation. You can filter them based on skills, years of employment, job, education, department, and prior employment.
National Securities Corporation Salaries. You can even request information on how much does National Securities Corporation pay if you want to. Learn about salaries, pros and cons of working for National Securities Corporation directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
99 National Securities Corporation employees in database. Find out everything there's to know about National Securities Corporation employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
National Securities Corporation Employees
J.P. Morgan February 2015 - Present
Phoenix Financial Services April 2014 - January 2015
Empire Asset Management Company July 2011 - June 2013
Spartan Capital Securities, LLC August 2008 - June 2011
National Securities Corporation May 2008 - July 2008
Joseph Stevens & Co., Inc April 2006 - April 2008
Joseph Stevens & Co., Inc September 2003 - March 2006
Skills
Series 7, Series 63, Administrative Functions, Money Transfers, Client Liaison, Client Correspondence, Anti Money Laundering, Securities, Spreadsheets, Invoicing, Opening New Accounts, Back Office, Trading, Training, Sales, Mutual Funds, Hedge Funds, Financial Services, Asset Management, Equities, Wealth Management, Portfolio Management, series 66
Education
Brooklyn College 1998 — 2002
Bachelor Degree of Science
City University of New York-Brooklyn College 1997 — 2001
Bachelor's degree
First Republic Private Wealth Management July 2015 - Present
National Securities Corporation January 2011 - Present
Genesys Wealth Advisers October 2007 - March 2010
Soul Telecommunications April 2005 - February 2008
Credit Suisse November 2006 - March 2007
Skills
Sales Management, Customer Service, Investment Advisory, Financial Markets, Securities, Operations Management, Securities Regulation, Finance, Management, Mergers & Acquisitions, Risk Management, Financial Analysis, CRM, Banking, Financial Modeling, Leadership, Microsoft Office, Investments, Team Leadership, Business Strategy, Portfolio Management, Corporate Finance
Education
Murdoch University 2006 — 2009
Bachelor of Commerce (B.Com.), Finance
Child Group Wealth Management July 2010 - Present
National Securities Corporation December 2010 - Present
vFinance Investments, Inc. December 2009 - December 2012
Premiere Professional Solution April 2007 - November 2009
Triumph Professional Staffing August 2006 - April 2007
Peachtree Life Settlements 2004 - 2006
Skills
Investments, Insurance, Series 7, Wealth Management, Financial Markets, Retirement, Finance, Asset Allocation, Series 63, Portfolio Management, FINRA, Financial Services, Mutual Funds, Financial Advisory, Asset Management, Fixed Annuities, Management, Recruiting, Securities, Investment Advisory, Equities, Retirement Planning, Bonds, Investment Strategies, Fixed Income, Investment Management, Trading, 401k, Wealth Management..., Variable Annuities, Investment Banking, IRAs
Education
University of Miami 1997 — 2001
B.A., Psychology / Sociology
University of Florida 1997 — 1997
N/A
Spanish River High School 1994 — 1997
High School Diploma, Honors and General Education
National Securities Corporation January 2010 - Present
Olympia Capital Markets Group October 2008 - February 2011
C&S Wholesale Grocers January 2007 - February 2009
Skills
Understanding Market..., Creativity, Team Leadership, Teamwork, Marketing Research, Outdoor Advertising, Persistence, Leadership, Equities, Fixed Income, Management
Education
Saint Joseph's University 2003 — 2007
Bachelors, Food Marketing/ Business/ Spanish
Saint Joseph's University 2002 — 2007
Food Marketing- Bachelors, food industry
Casey Family Programs 2013 - Present
Bill & Melinda Gates Foundation 2009 - 2012
Bill & Melinda Gates Foundation 2007 - 2009
National Securities Corporation 2005 - 2006
Gamma Phi Beta International Sorority 2001 - 2004
AT&T Broadband (formerly MediaOne Group) 1998 - 2001
Skills
Oral & Written..., Project Management, Building Relationships, Work Well Independently, High level of initiative, E-Learning, Superior Work Ethic, Collaborative Problem..., Fast Paced Environment, Handle Confidential..., Judgment, Prioritize Workload, Multi Tasking, Meet Deadlines, Highly detail oriented, Research, Analytical Skills, Flexibility, Easily Adaptable, Dependable Team Player, Integrity, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, SharePoint, PowerPoint, Compliance, Business Ethics, Creativity, Supervision, Training, Paralegals, Risk Management, Management, Customer Service, Proofreading, Outstanding..., For-profit, Diplomacy, Business, Non-profits, Editing, Organizational..., Philanthropy, Onboarding, Budgets, Community Outreach, Fundraising, Organizational...
Education
Michigan State University
BS, Retail Management
Wayne State University
Merchandising and Buying Operations
Citi June 2015 - August 2015
National Securities September 2013 - May 2014
National Securities Corporation June 2013 - August 2013
Deutsche Bank July 2011 - July 2011
Skills
Options, Equities, Bloomberg, Accounting, Derivatives, Financial Analysis, Microsoft Excel, ETFs, Economics, Trading, Macroeconomics, Futures, Japanese market, Reuters, CTAs, Reuters 3000, Public Speaking
Education
Manhattan College 2012 — 2016
Bachelor of Science (B.S.), Finance, Economics, 3.93 / 4.00
IESE Business School - University of Navarra 2014 — 2014
Summer School, Pre-MBA
Tokyo Jogakkan High School 2006 — 2012
J.P. Morgan July 2014 - Present
Feltl & Company March 2013 - June 2014
J.H. Realty and Construction Enterprises March 2012 - March 2013
Advanced Equities February 2009 - February 2012
National Securities Corporation March 2006 - January 2009
Skills
Investments, Equities, Alternative Investments, Private Equity, Securities, Venture Capital, Series 7, Series 63, Valuation, Financial Modeling, Investment Banking, Sales, Due Diligence, Finance, Business Analysis, Series 65, New Business Development
Education
DePaul University 2001 — 2006
Finance, Macroeconomics, Business Administration, International Finance, Portfolio Management, Accounting
Lane Tech College Prep 1997 — 2001
Vodafone Global Enterprise June 2015 - Present
Shark Branding January 2015 - April 2015
STAR Angel Network June 2014 - August 2014
Consolidated Edison May 2014 - August 2014
National Securities Corporation May 2013 - August 2013
Person2Person LLC May 2012 - August 2012
MSCO May 2011 - August 2011
Landmark Realty Capital March 2011 - May 2011
Skills
Quantitative Research, Research, Microsoft Excel, Creative Writing, Marketing Strategy, Public Speaking, Digital Marketing, Leadership, Finance, Business Development, Entrepreneurship, Event Management, Data Analysis, Project Management, Strategy, Financial Modeling, Strategic Planning, Financial Analysis
Education
Columbia University in the City of New York
Economics
JLL September 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. February 2013 - August 2014
Chestnut Hill Partners October 2012 - September 2013
Hopkins & Rhodes LLC June 2012 - September 2012
New York University March 2012 - August 2012
National Securities Corporation February 2012 - June 2012
Investment Banking Institute March 2012 - May 2012
HG Vora Capital Management February 2011 - August 2011
Highgate Hotels February 2011 - May 2011
United Nations Youth Council May 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Hedge Funds, Investment Banking, Fixed Income, Bloomberg Terminal, Equities, Corporate Finance, Asset Managment, Quantitative Analytics, Investments, Economics, Due Diligence, Trading, Financial Statement..., Portfolio Management, Mergers & Acquisitions, Asset Management, Equity Research, Finance, Private Equity, Management, Analysis, Strategy, Microsoft Office, Leadership, Research, PowerPoint, Capital Markets, Sales, Real Estate
Education
New York University 2007 — 2011
Bachelor of Arts (B.A.), Economics
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
BBA Aviation plc September 2015 - Present
Macaulay Business Club January 2015 - Present
Bank of America Merrill Lynch September 2015 - September 2015
Lenox Advisors June 2015 - August 2015
National Securities Corporation December 2014 - June 2015
Queens College Rosenthal Library September 2014 - December 2014
NYC Board of Elections September 2014 - November 2014
Super Stop & Shop October 2013 - September 2014
Burlington Coat Factory June 2012 - August 2013
Skills
Active Team Player, Critical Thinking, Public Speaking, Oral & Written..., Customer Service, Economics, Social Media, Visual Studio Express, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Corporate Finance
Education
Queens College 2013 — 2017
Bachelor of Science (BS), Physics, 3.78/4.00
Wizards of the Coast November 2014 - Present
Wizards of the Coast January 2014 - November 2014
Waggener Edstrom October 2013 - December 2013
Central Washington University, Graduate Studies Office January 2013 - June 2013
Central Communication Agency September 2012 - December 2012
Central Washington University, Graduate Studies and Research May 2011 - December 2012
ProLogix Distribution Services May 2009 - March 2011
Kingston Tax Service January 2009 - April 2009
Macy's July 2008 - September 2008
National Securities Corporation June 2007 - June 2008
Skills
Microsoft Word, PowerPoint, Photoshop, InDesign, Microsoft Excel, Customer Service, Microsoft Office, Research, Social Media, Public Speaking, Teamwork, Social Networking, Qualtrics (Survey..., Team Leadership, Event Planning, Public Relations, Facebook, Press Releases, Event Management, Creative Writing, Social Media Marketing, Media Relations, Editing, Marketing Communications, Strategic Communications, Marketing, Outlook
Education
Central Washington University 2011 — 2013
Bachelor of Arts (B.A.), Public Relations
Olympic College 2009 — 2011
Associate of Arts (A.A.), General
Dominick & Dickerman LLC September 2015 - Present
Nymex Capital, LLC June 2015 - August 2015
National Securities Corporation June 2014 - August 2014
Investment Banking Institute - iBanking.com June 2014 - June 2014
HSBC Private Bank July 2013 - August 2013
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Financial Analysis, Financial Modeling, Strategic Planning, Statistics, HTML, Windows, Teaching, Finance, Valuation
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Science (MS), Financial Risk Management
University of Rochester 2011 — 2015
Bachelor of Arts and Bachelor of Science, Financial Economics and Applied Math, 3.72
Suzhou High School, Jiangsu, China 2008 — 2011
National Securities Corporation April 2012 - Present
The Tire Choice June 2007 - April 2012
Char Hut May 2006 - June 2007
Wendy's April 1999 - May 2006
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing, Microsoft Excel, Internal Controls, Internal Audit, Account Reconciliation, Microsoft Office, Process Improvement, Accounts Payable, General Ledger, Accounts Receivable, Asset Management, Banking
Education
Strayer University 2008 — 2010
Master of Business Administration (MBA), Accounting
Florida Atlantic University 2001 — 2005
Bachelor of Arts (B.A.), History
Broward College 2000 — 2002
Associate of Arts (A.A.), History
Currency Exchange International June 2014 - Present
Currency Exchange International September 2010 - June 2014
TadaCopy 2009 - 2009
National Securities Corporation October 2007 - February 2008
Skills
Banking, Microsoft Excel, Customer Service, Data Analysis, Financial Analysis, Microsoft Word, Strategic Planning, PowerPoint, New Business Development, Social Media, Marketing, Social Media Marketing, Retail, Social Networking, Outlook, Inventory Management, Sales, Management, Budgets, Leadership, Marketing Strategy, Finance, Accounting, Investments
Education
City University of New York-Baruch College 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Forte Capital Group 2013 - Present
National Securities Corporation May 2013 - Present
Skills
Equities, Investments, Portfolio Management, Series 7, Fixed Income, Private Equity, Securities, Trading, Financial Markets, Wealth Management, Asset Management, Series 63, Hedge Funds, Options, Valuation, Capital Markets, Corporate Finance, Financial Modeling, Mutual Funds, Alternative Investments, Finance, Due Diligence, Asset Allocation, Investment Strategies, Risk Management, Financial Services, Mergers, Bonds, Equity Research, Venture Capital, Insurance, Trading Systems, Emerging Markets, Banking, Investment Management, Derivatives, Strategic Financial..., Project Finance, Syndicate, Capital Raising, Client Service Oriented, Presentations, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2014 — 2014
Portfolio Management, Finance, General
City University of New York-John Jay College of Criminal Justice
Economics
WeWork July 2015 - Present
National Securities Corporation June 2014 - August 2014
Tiger Exchange May 2013 - May 2014
Lucky 32 Southern Kitchen June 2012 - August 2012
A Cleaner World August 2009 - August 2011
Skills
Leadership, Management, Microsoft Excel, Public Speaking, PowerPoint, Teamwork, Success Driven, Microsoft Word, Fundraising, Time Management, Research, Economics, Creative Problem Solving, Social Networking, Customer Service, Social Media
Education
Hampden-Sydney College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Business, Military Leadership and National Security Studies
J.P. Morgan March 2015 - Present
Columbus Advisory Group October 2013 - March 2015
National Securities Corporation January 2010 - October 2013
Education
Boston University 2007 — 2009
Bachelor of Arts (B.A.), Economics
Handloom Carpet Industries January 2015 - Present
Holland and Sherry July 2013 - December 2014
Blackmore Partners December 2012 - June 2013
Duff & Phelps October 2012 - October 2012
Noreen Seabrook Marketing June 2011 - August 2011
National Securities Corporation February 2010 - May 2010
BMCC September 2009 - November 2009
Skills
Financial Analysis, Customer Service, Microsoft Excel, Microsoft Office, Strategic Planning, Business Analysis, Investments, PowerPoint, Management, Analysis, Strategy, Salesforce.com, Databases
Education
Stony Brook University 2010 — 2012
BS, Business Management; Finance
Borough of Manhattan Community College 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Management
JPMorgan Chase & Co. March 2015 - Present
National Securities Corporation October 2014 - March 2015
BluChip Marketing April 2014 - June 2014
Stony Brook University January 2014 - May 2014
Stony Brook University September 2012 - May 2014
Stony Brook University September 2012 - April 2014
Stony Brook University May 2012 - August 2013
Stony Brook University January 2012 - May 2013
Abercrombie & Fitch September 2010 - April 2013
Oasis Summer Day Camp May 2010 - August 2010
Skills
Leadership, PowerPoint, Facebook, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Research, Event Planning, Social Media, Teamwork, Public Speaking, Social Networking, Critical Thinking, Customer Service, Data Entry, Photoshop, Spanish, OS X
Education
Stony Brook University 2010 — 2014
Bachelor of Economics, Sociology & Economics
Baccalaureate School for Global Education 2006 — 2010
International Baccalaureate Diploma
National Securities Corporation March 2012 - June 2012
T3 Trading Group, LLC August 2011 - March 2012
Franklin Templeton Sealand Fund Management Company January 2011 - March 2011
Economic and Trade Commission of Guangxi Province June 2008 - September 2008
Skills
Equity Trading, SAS, Bloomberg Terminal, Stata, Bloomberg, Equities, Market Research, Data Analysis, Financial Modeling, Valuation, Derivatives, Analysis
Education
State University of New York at Binghamton 2009 — 2011
Master's degree
Fudan University 2005 — 2009
BA
Hawke Financial Group LLC 2001 - Present
National Asset Management, Inc 2011 - Present
National Securities Corporation 2011 - Present
JP Turner & Company, LLC 2008 - 2011
LPL Financial 2002 - 2008
Education
BYU-Idaho
Physical Science, Health/Medical Physics
Universal Well Service Holdings, Inc October 2014 - Present
Universal Well Service Holdings, Inc. September 2014 - Present
Tall City Well Service, LP August 2014 - Present
Frontier Oilfield Services, Inc December 2013 - July 2014
Frontier Oilfield Services, Inc August 2013 - July 2014
Frontier Oilfield Services, Inc. January 2012 - July 2014
NYTEX Energy Holdings, Inc. June 2010 - November 2011
National Securities Corporation December 2005 - June 2010
KeyBanc Capital Markets 1999 - 2001
KeyBank 1990 - 1998
Skills
Accounting, Budgets, Risk Management, Financial Modeling, Managerial Finance, Internal Controls, Due Diligence, Business Strategy, Process Improvement, Contract Negotiation, Corporate Finance, Petroleum, Business Planning, Auditing, Negotiation, Change Management, Project Management, Cost Accounting, Energy, Business Development, Mergers & Acquisitions, Financial Analysis, Management, Private Equity, Finance, Financial Reporting
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2004
Master of Business Administration (MBA), Accounting and Finance
Niagara University 1976 — 1980
Bachelor of Business Administration (BBA), Accounting and Finance
Accelerated Capital Group September 2012 - Present
Ameriprise Financial September 2010 - September 2012
Wells Fargo Investments June 2006 - September 2010
JPMorgan Chase "Formerly WM Financial Services" December 1998 - June 2005
National Securities Corporation January 1998 - August 1998
Waldron & Co., Inc. September 1997 - January 1998
Skills
Investments, Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Strategic Financial..., Securities, Alternative Investments, Financial Advisory, Series 7, Strategic Planning, Finance, Mutual Funds, Series 63, Estate Planning, Investment Advisory, Investment Strategies, Insurance, Retail Banking, Uniform Combined State..., Fixed Annuities, Series 65, Equities, FINRA, Financial Services, Retirement, Asset Managment, 401k, IRAs, Asset Management, High Net Worth..., Wealth, Wealth Management..., Series 6, Investment Management, Life Insurance, Variable Annuities, 401k Rollovers, Relationship Management, Private Banking, Capital Markets, Disability Insurance, Long-term Care, Trading, Investment Banking, ETFs, Fixed Income, Bonds, Separately Managed..., Personal Financial...
Education
University of California, Irvine 1991 — 1996
Bachelor of Science (B.S.), Applied Ecology
Corona del Mar High School 1987 — 1991
National Securities Corporation February 2009 - Present
vFinance Investments Inc December 2005 - February 2009
Argilus Investment Banking LLC April 2001 - December 2005
McDonald Investments January 1998 - April 2001
Key Bank October 1990 - January 1998
Shawmut Bank April 1990 - October 1990
JP Morgan Chase July 1983 - April 1990
Education
University of Rochester - Simon Business School 2002 — 2004
MBA, Finance
Niagara University 1976 — 1980
BBA, Accounting and Finance
FSG Bank September 2013 - Present
Southern Champion Tray January 2012 - September 2013
Burton Energy Group September 2010 - December 2010
The Parton Group, Inc. June 2008 - 2010
Benedict Financial Advisors, Inc. March 2005 - June 2008
Trusco Capital Management 2000 - 2002
National Securities Corporation 1998 - 2000
Gulf Indonesia (Jakarta) 1997 - 1998
Deutsche Bank 1995 - 1997
Peak Pacific Energy Ventures (Singapore) 1995 - 1996
Skills
Business Development, Strategy, Financial Modeling, Mergers & Acquisitions, Investments, Risk Management, Mergers, Corporate Finance, Analysis, Due Diligence, Finance, Valuation, Financial Analysis, Strategic Planning, Portfolio Management
Education
Duke University
BA, Economics, 3.5 Economics; 3.3 overall
The George Washington University - School of Business
MBA, Finance, 3.8
Oglethorpe University
CFP®, Certified Financial Planner Program
Bank of America Merrill Lynch October 2014 - Present
National Securities Corporation May 2014 - July 2014
VMG Group September 2011 - August 2012
Skills
Microsoft Office, Microsoft Word, Hospitality, Customer Service, Time Management, Financial Analysis, Microsoft Excel, Teamwork, Access, Leadership, English, Market Research, Team Leadership, Customer Satisfaction, PowerPoint
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Bachelor's Degree, Finance, General
Middlesex County College 2009 — 2011
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Deloitte Corporate Finance April 2013 - Present
National Securities Corporation August 2011 - August 2012
Rosario Capital Ltd June 2008 - August 2011
Raved, Magriso, Benkel & Co. February 2006 - June 2008
Education
NYU Stern School of Business 2012 — 2013
MBA
IDC Herzliya 2001 — 2005
LLB, Law
UBS July 2014 - Present
BTG Pactual March 2014 - June 2014
TD Ameritrade June 2013 - February 2014
Rothstein Kass October 2012 - May 2013
Flash Global Logistics Inc. December 2011 - October 2012
Core Technology Solutions January 2011 - September 2011
National Securities Corporation May 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access Database, PeopleSoft, Microsoft CRM, Financial Accounting, Tax Preparation, Corporate Tax, Tax Accounting, Tax Returns, State Tax, Auditing, GoSystems, CCH ProSystem fx, CCH, MFACT
Education
William Paterson University of New Jersey 2006 — 2010
B.S., Business Administration/Economics
William Paterson University, Christos M. Costsakos College of Business
Bachelor of Science
Metropolitan State University of Denver 2012 — 2013
Certificate of Accounting, Accounting
Zelman Capital April 2015 - Present
Cavalier Capital, LLC August 2014 - September 2014
Broadleaf Partners, LLC July 2011 - August 2014
Miami University Community Federal Credit Union September 2008 - February 2011
National Securities Corporation May 2009 - August 2009
Education
Miami University 2007 — 2011
B.S. Business, Finance, Economics
Fenwick High School 2003 — 2007
National Securities Corporation August 2007 - Present
National Asset Management August 2007 - Present
Merrill Lynch 2004 - 2007
UBS Wealth Management 2002 - 2004
Fusion Management Consulting 1995 - 2002
A.T. Kearney 1993 - 1995
Deloitte Consulting 1988 - 1993
Education
The George Washington University 1983 — 1986
M.S., Operations Research
Carnegie Mellon University 1979 — 1983
B.S., Mathematics (Operations Research and Statistics)
Frontier Oilfield Services, Inc. December 2011 - Present
NYTEX Energy Holdings June 2010 - November 2011
National Securities Corporation December 2005 - June 2010
Argilus, LLC April 2001 - December 2005
Education
University of Rochester - Simon Business School 2001 — 2004
MBA, Finance
Niagara University 1976 — 1980
BBA, Accounting and Finance
BNY Mellon June 2015 - September 2015
National Securities Corporation January 2015 - May 2015
Aldea Restaurant February 2009 - September 2012
Skills
Analytical Skills, Work Ethic, Teamwork, team player, Fast-paced, Learning Quickly, Technical Analysis, Analytical Reasoning, English to Spanish, Bloomberg Terminal, Communication Skills, Problem Solving, Research, Mac, Microsoft Excel, Multi Tasking, adaptive, Restaurants, Fine Dining, Team Leadership, Bloomberg, PowerPoint, Economics, Microsoft Word, Public Speaking, Microsoft Office, Interpersonal Skills, results-oriented, performance, English Translation, Spanish Translation
Education
City University of New York-Baruch College 2012 — 2016
Bachelor of Business Administration (BBA), •Major Finance & Investments, Minor Economics, 3.6/4.0 Major GPA, Dean’s List
Colegio Apoquindo
Worksite Ventures 2011 - Present
ICE Foundation October 2013 - Present
Innovation Garden LLC December 2014 - Present
Memix January 2015 - Present
Pennsylvania House of Representatives 2012 - 2012
Liberty Tax Service, Northeast Pennsylvania Franchises 2010 - 2012
Aegon Group December 2007 - December 2010
National Securities Corporation May 2006 - December 2007
National Penn Bank March 2005 - May 2006
Skills
Management, Financial Analysis, Portfolio Management, Finance, Investments, Venture Capital, Accounting, Business Strategy, Entrepreneurship, Financial Services, Private Equity, Enterprise Software, Leadership, Start-ups, Due Diligence, Alternative Investments, Strategy
Education
New York University
Finance Program, Banking, Corporate, Finance, and Securities Law
University of Maryland 2005 — 2007
MBA, Finance
East Stroudsburg University of Pennsylvania
B.A, Political Science
National Securities Corporation September 2014 - Present
Sidoti & Company, LLC November 2013 - September 2014
Boston Provident L.P. May 2012 - October 2013
Skills
Financial Analysis, Equity Research, Equity Valuation, Financial Modeling, Financial Services, Bloomberg, DCF Valuation, Investment Valuation, Bank Valuation, Equity REIT valuation, Mortgage Servicer..., mREIT valuation, SNL, Microsoft Excel, Economics, Financial Economics, Writing
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Science (M.S.), Finance (Investment Management), 3.48 / 4.0
Pace University 2007 — 2011
Bachelor of Science (B.S.), Criminal Justice, 3.98 / 4.0
WinWater Home Mortgage - A Subsidiary of Premium Point Investments May 2014 - July 2015
US Securities and Exchange Commission January 2014 - May 2014
National Securities Corporation October 2013 - December 2013
General Services Administration June 2010 - August 2010
Zelda's Art World January 2006 - June 2007
Skills
Statistics, Mathematical Modeling, Data Analysis, Microsoft Excel, VBA, Microsoft Office, Quantitative Analytics, Quantitative Finance, C++, Matlab, SQL, Trading Strategies, Team Building, Leadership, Derivatives, Investments, Financial Modeling, Trading
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2013 — 2015
Master’s Degree, Financial Engineering
Queens College 2010 — 2013
Bachelor of Arts (B.A.), Applied Mathematics, Magna cum laude
Goldman Sachs April 2014 - Present
Goldman Sachs September 2013 - April 2014
Boston University Indian Club September 2009 - May 2013
Meyers Associates LP February 2012 - April 2012
Jains in Voice and Action September 2011 - January 2012
Innovative Operations Solutions LLC June 2011 - January 2012
Allstate July 2010 - August 2010
National Securities Corporation June 2010 - August 2010
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Data Analysis, Research, Microsoft Word, Access, Press Releases, Microsoft Office, Accounting, Budgets, Customer Service, Economics, Social Media, Risk Management, Risk Assessment, Internal Controls, Strategic Planning, Networking, Finance, Analysis, Teamwork, Leadership, Management
Education
Boston University - School of Management 2009 — 2013
Bachelor of Science, Business Administration; Finance and Management Information Systems
National Securities Corporation July 2015 - Present
Travel Society September 2013 - Present
Howell dance academy 2012 - Present
Independent Contractor September 2007 - Present
Music theatre and dance September 2008 - June 2011
vFinance October 2007 - August 2010
Skills
Dance, Choreography, Ballet, Musical Theatre, Theatre, Performing Arts, Improvisation, Acting, Costume Design, Jazz, Stage, Singing, Contemporary Dance, Festivals, Arts Administration, Event Management, Event Planning, Dance Education, Social Networking, Social Media, Entertainment, Art, Teaching, Music, Film, Social Media Marketing, Parties, Corporate Events, Customer Service, Stage Management, Public Speaking, Television, Drama, Weddings, Dance Instruction, Commercials, Editing, Voice Over, Music Industry, Live Events, Creative Writing, Photography
Education
Ocean County College 2003 — 2005
Associate's degree, Business, Management, Marketing, and Related Support Services
St.Veronica 1990 — 1998
Jackson memorial high school
Charles Rutenberg Realty Inc. March 2012 - Present
American Debt Advisors June 2014 - Present
National Securities Corporation May 2013 - August 2014
Modco, Inc. October 2008 - June 2014
Investors Capital July 2006 - May 2013
Fresh Start Properties,LLC August 2010 - March 2012
Preferred Empire Mortgage Company March 2002 - June 2006
Citibank March 2000 - March 2002
Qualiflyer Customer Care Center 1998 - 2001
Astoria Federal Savings September 1991 - September 1998
Skills
Negotiation, Real Estate, Short Sales, Foreclosures, Finance, Mortgage Lending, Loans, Management, Investments, Customer Service, Residential Homes, Loan Origination, Mortgage Banking, FHA, Sellers
Education
Hofstra University 1994 — 1997
Bachelors, Business Administration
Wantagh High School 1988 — 1991
MLD Mortgage Inc./DBA The Money Store August 2015 - Present
Kean University August 2014 - February 2015
American Pool May 2014 - August 2014
National Securities Corporation January 2012 - May 2012
Skills
Finance, Economics, Business Analysis, Financial Analysis, Spanish, Writing, Photoshop, Photography, HTML, Portfolio Management, Film, Short Films, Research
Education
Kean University 2012 — 2016
Bachelor's degree, Economics, Management, Math, 3.3
Union County College 2011 — 2013
Associate of Arts (A.A.), Business, 3.4
National Securities Corporation September 2015 - Present
COUNTRY Financial® July 2013 - September 2015
Freedom Investors Corp. January 2009 - October 2012
MIPSolutions, Inc. December 2005 - November 2008
Edward Hunton Consulting June 2002 - December 2005
UBS April 1999 - June 2002
Skills
Investment Strategies, Retirement Solutions, Alternative Investment..., Retirement Planning, Retirement Plan..., Life Insurance, Term Life Insurance, Disability Insurance, Marketing Communications, Corporate Communications, Strategic Planning, Management, Business Strategy, Market Research, Public Relations, Marketing, Business Development, Marketing Strategy, Advertising, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, MS Office Suite, Entrepreneurship
Education
Eastern Washington University
Bachelor of Business Administration (B.B.A.), Marketing & Business Admin.
Gonzaga University - School of Business Administration 1987 — 1988
Accounting
Spokane Falls Community College 1983 — 1984
Calculus & Chemistry
Galileo Asset Management SA March 2014 - Present
WestPark Capital, Inc. March 2012 - April 2014
National Securities Corporation March 2009 - March 2012
Aslan Advisors July 2007 - November 2008
Americap Partners LP July 2001 - March 2007
Skills
Hedge Funds, Portfolio Management, Equities, Mergers, Investment Banking, Venture Capital, Investments, Private Equity, Asset Management, Capital Markets, Due Diligence, Valuation, Securities, Emerging Markets, Restructuring, Funding, Mergers & Acquisitions, IPO, Financial Markets, Alternative Investments, Financial Advisory, Trading, Private Placements, Bloomberg, Corporate Development, Mutual Funds, Finance, Equity Research, Financial Modeling, Strategy, Investor Relations, Corporate Finance, Capital, Loans, Financial Structuring, LBO, Options, Structured Finance, Project Finance, Capital Raising, M&A experience, Mezzanine, Investment Management, Equity Valuation, Business Valuation, Series 7, Investment Strategies, Bonds, Equity Capital Markets, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, finance/real estate
University of Pennsylvania - The Wharton School
Bachelor's Degree, Finance
Konica Minolta Business Solutions U.S.A., Inc. April 2013 - Present
Konica Minolta Business Solutions U.S.A., Inc. June 2011 - Present
National Securities Corporation January 2010 - May 2011
ING Financial Partners September 2009 - December 2009
GunnAllen Financial June 2009 - September 2009
Weichert Commercial Brokerage June 2007 - August 2008
Walder, Hayden & Brogan, P.A June 2004 - August 2005
Skills
Sales Management, Sales Support, Account Management, Cold Calling, Document Management, Microsoft Office, Excel, PowerPoint, Word, CRM software, New Business Development, Access, Finance, Equities, Customer Service, Customer Support, Computer Graphics, Information Security..., Workflow Applications, Sales, Adobe Photoshop, Business Process..., Hotels, National Programs, Contract Negotiation, Sales Operations, Management, CRM, Leadership, Microsoft Excel, Microsoft Word, Sales Process
Education
Indiana University Bloomington 2005 — 2009
B.S., Business Management
West Essex Regional High School
UBS July 2014 - Present
National Securities Corporation February 2013 - July 2014
Scottrade October 2010 - November 2012
Skills
Leadership, Microsoft Excel, Finance, Economics, Teaching, Superior Work Ethic, Interviewing Skills, Business Development, Streetscape
Education
Creighton University 2013 — 2015
Master of Science (MS), Investment Management
Johnson and Wales University 2009 — 2012
Bachelor of Science (BS), Finance, Magna Cum Laude: 3.69/4.0
National Securities Corporation July 2015 - Present
Bristol-Myers Squibb September 2014 - May 2015
B. Riley & Co. January 2015 - April 2015
Amgen June 2014 - August 2014
Cedars-Sinai Medical Center June 2013 - August 2013
Boston University January 2012 - July 2012
Central Cardiology Medical Clinic June 2011 - August 2011
Skills
Clinical Research, Microsoft Excel, PCR, Cell Culture, Research, Molecular Cloning, Python, Financial Modeling, Gel Electrophoresis, Fluorescence Microscopy, Microscopy, Tissue Culture, PowerPoint, Final Cut Pro, Public Speaking, Social Media, NMR spectroscopy, Microsoft Word, Statistical Data..., Computed Tomography..., Cost Effective Analysis, Financial Forecasting, Capital IQ, Video Editing, Data Analysis, Event Planning, Editing, Spanish
Education
Claremont McKenna College 2012 — 2015
Bachelor's degree, Science and Management, 3.70/4.00
Boston University 2011 — 2012
Bachelor's degree, Cell Biology, Molecular Biology, & Genetics, 3.77/4.00
Milton Academy 2007 — 2011
High School Diploma
National Securities Corporation 2012 - 2015
Reliable Construction Co. 2011 - 2012
First Mid-West Securities Inc. 2006 - 2011
Skills
Wealth Management, Series 7, Investments, Strategic Financial..., Securities, Equities, ETFs, Uniform Combined State..., Investment Strategies, Trading, Opening New Accounts, Business Development, Investment Research, Asset Allocation, Client Service Oriented, Capital Raising, Syndicate, Financial Planning
Education
A.S.A. Institute of Business and Computer Technology 1997 — 1999
Associate’s Degree, Computer Programming and Information Technology (A.O.S.), A+
International House Language School 1996 — 1997
Cambridge Examination Courses, Cambridge Examination Courses, A+
Mathematical Gymnasium # 50 1986 — 1996
High School, Advanced Math - High School, A++
National Securities October 2013 - Present
National Securities Corporation June 2012 - August 2012
MBF Clearing June 2011 - August 2011
North Shore Long Island Jewish Medical Center, Zucker – Hillside Psychiatric Hospital June 2010 - August 2010
Zanshin Self Defense Academy September 2004 - August 2010
Skills
Banking, Financial Analysis, Risk Management, Customer Service, Microsoft Office, Business Analysis, Project Management, Strategic Planning, Investments, Analysis, Trading, Data Analysis, Securities, Portfolio Management, Strategic Financial..., Teaching, Electronic Trading
Education
University of Colorado Boulder 2009 — 2013
Syosset High School
High School Diploma
University of Colorado
Psychology
Ashton Consulting Group, LLC December 2006 - Present
Direct Mail Giant February 2014 - June 2015
SKM Media Group December 2013 - February 2014
Campus Housing Solutions July 2013 - February 2014
PlasmaPage USA July 2013 - February 2014
Navigating Life ITV Broadcast October 2012 - May 2013
National Securities Corporation November 2006 - February 2013
The Beauty Beast ITV Radio September 2011 - December 2012
The Beauty Beast September 2010 - December 2012
Ashton Clayton Financial Group, LLC May 1995 - August 2007
Skills
Financial Analysis, Financial Accounting, Investments, New Business Development, Strategic Planning, Sales Management, Entrepreneurship, Computer Science, Economics, Social Networking, Online Advertising, Public Speaking, Social Media, Advertising, Marketing Strategy, E-commerce, SEM, Public Relations, Marketing, Management, Leadership, Training, Business Planning, Online Marketing, Marketing Communications, Business Strategy, Social Media Marketing, Business Development, Blogging, Lead Generation, Sales, Mergers & Acquisitions, Small Business, Email Marketing, Portfolio Management, Start-ups, Strategy, Private Equity, Finance, Equities, Asset Management, Securities, Investment Banking, Financial Services, Mutual Funds, Banking, Selling, Venture Capital, Corporate Development, Strategic Partnerships
Education
Monmouth University 1984 — 1986
Masters Program, Finance and Economics
Rowan University 1981 — 1983
Bachelor of Science (BS), Business and Finance
National Securities Corporation December 2014 - May 2015
Composite Holding Company June 2012 - September 2013
FSUE "Rosmorport" December 2010 - June 2012
CJSC Construction company “Kedr” August 2007 - October 2010
Skills
Investments, Financial Modeling, Strategic Planning, Market Research, VBA, Valuation, Microsoft Excel, Finance, Corporate Finance
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Professional certificate in Finance and Investments
Siberian State Automobile and Highway Academy 2004 — 2009
PhD. in Business Economics, Strategic Management
Siberian State Automobile and Highway Academy 1999 — 2004
BSc, MSc, Construction Economics/Management, Magna Cum Laude
CFA Institute
Level III Candidate in the CFA Program, Accounting and Finance
Cablevision January 2012 - Present
John Thomas Financial February 2011 - August 2011
National Securities Corporation May 2010 - February 2011
GLYS LLC December 2004 - May 2008
Skills
Alternative Investments, Asset Management, Equities, Investments, Marketing, Fixed Income, Mutual Funds, Retirement Planning, Securities, Series 7, Strategic Financial..., Trading, Wealth Management, Account Management, Asset Allocation, Cold Calling, Customer Service, Finance, Financial Planning, Financial Services, Portfolio Management, Relationship Management, Sales, Sales Operations, Series 63, Team Building, Team Leadership, Telecommunications, Direct Sales, Sales Management, Sales Process, Customer Retention, Social Media, Social Networking, Online Advertising, Solution Selling
Education
City University of New York-College of Staten Island 2004 — 2009
Marketing, Marketing
National Securities Corporation November 2014 - Present
Sabbatical March 2014 - Present
La Crescenta Presbyterian August 2010 - February 2014
InterVarsity Christian Fellowship/USA September 2004 - August 2010
Skills
Theology, Pastoral Care, Discipleship, Missions, Preaching, Spiritual Direction, Youth Ministry, Biblical Studies, Evangelism, Religion, Liturgy, Community Outreach, Strategic Leadership
Education
Fuller Graduate School 2007 — 2015
Master of Divinity (MDiv), Organizational Leadership
Occidental College 2000 — 2004
Bachelor of Arts (B.A.), English and Comparative Literary Studies
Beaverton High School 1996 — 2000
North State Bank December 2008 - Present
Coldwell Banker HPW October 2013 - Present
National Securities Corporation March 2007 - June 2008
Olympia Asset Management August 2006 - February 2007
Skills
Banking, Commercial Banking, Real Estate License, Financial Analysis, Risk Management, Retirement Planning, Portfolio Management, Business Planning, Business Analysis, Budgets, Business Development, Credit, Loans, Retail Banking, Commercial Lending, Lines Of Credit, Investment Banking, Consumer Lending, Small Business Lending, Investments, Investment Properties, Credit Analysis, Real Estate, Underwriting, Customer Service, Small Business, Credit Risk, Mutual Funds, Finance, Commercial Real Estate
Education
Florida Institute of Technology 2014 — 2015
Master of Business Administration (MBA), Accounting and Finance
Edinboro University of Pennsylvania 2000 — 2004
BSc, Business Marketing
National American University
Bachelor of Applied Science (BASc), Electrical, Electronic and Communications Engineering Technology/Technician
Lambeth College 1996 — 1998
BTEC ND, Eletronics Engineering
Equinox Sports Club May 2015 - Present
Elitebodz 2011 - Present
National Securities Corporation January 2012 - March 2014
CBG Financial Group March 2011 - December 2011
CreditMax LLC November 2007 - March 2011
Disaster Operations & Training, LLC April 2009 - January 2010
Optimum Lending Group, LLC March 2007 - November 2007
Nationstar Mortgage August 2006 - March 2007
Smith Barney January 2006 - May 2006
Skills
Loans, Relationship Management, B2B, Credit Cards, Financial Analysis, Investments, Number Crunching, Financial Modeling, Forecasting, Analytics, Microsoft Excel, Pricing, Process Improvement, Business Development, Analysis, Portfolio Management, Mortgage Lending, Finance, Financial Services, Risk Management, Leadership, Sales, Credit Analysis, Credit Risk, Sales Management, Investment Banking, Credit, Financial Risk, CRM, Call Centers, Commercial Lending, Asset, Underwriting, Consumer Lending, Banking, Loss Mitigation, Payments, Loan Origination, Funding, Strategy, Mergers & Acquisitions, Residential Mortgages, Strategic Financial..., Management, Asset Management, Due Diligence, Business Analysis, Valuation, Cash Management
Education
National Academy of Sports Medicine (NASM) 2014 — 2015
Personal Trainer Certificate (CPT), Personal Training, Pending completion
Palm Beach Atlantic University 2006 — 2008
Master's of Business Administration, Business Administration
Florida Atlantic University 2001 — 2006
Bachelor of Business Administration, Major in Finance
National Securities Corporation September 2015 - Present
National Securities Corporation June 2014 - September 2015
Skills
Microsoft Office, Microsoft Word, PowerPoint, Social Media, Social Networking, Sales
Education
State University of New York College at Oneonta
Business/Managerial Economics
Penske Truck Leasing September 2013 - May 2015
Penske Truck Leasing March 2012 - September 2013
Brown stone bar and grille October 2011 - April 2012
National Securities Corporation January 2009 - February 2012
Skills
Sales, Economics, Computer Science, Customer Service, Logistics, Bartending, People Skills, Microsoft Office, Banking, Selling, Inventory Management, Drawing, Problem Solving, Sales Process, Troubleshooting, Training, Typing, Asset Managment, Financial Accounting, Recruiting, Accounts Receivable, Leadership, Logo Design, Mathematics, Market Research, Social Media Marketing, Marketing, Product Marketing, Market Analysis, Social Media, JavaScript, HTML, Stock Picking, Store Management, Graphic Design, Budget, Business Strategy, Growth Strategies, Critical Thinking, Business Development, Asset Protection, Goal Oriented, Multi-channel Marketing, Advertising, Customer Engagement, Teamwork, Data Entry, Trading, Technical Analysis, Fundamental Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor's degree, Economics
Edison High School 2002 — 2006
Diploma, Liberal Arts and Sciences/Liberal Studies
Lerner Trading Group January 2012 - Present
Lerner Trading Group June 2011 - January 2012
Lerner Trading Group February 2009 - June 2011
National Securities Corporation June 2008 - July 2008
UBS June 2007 - August 2007
Citizen's Bank and Trust of Chicago May 2005 - August 2005
Skills
Derivatives, Equities, Investments, Options, Trading
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Finance
National Securities Corporation 2013 - 2014
Basic Investors 2007 - 2009
Atteo Consulting 2004 - 2007
Nandra Group, Helfant Group & Tucker Anthony 1999 - 2003
Skills
Microsoft Word, Microsoft Office, Research, Customer Service, English, Outlook, Windows, Leadership, Sales, Public Speaking, Training, Strategic Planning, Teamwork, Teaching, Budgets, Event Planning, Time Management, Team Building, Process Improvement, Team Leadership, Negotiation, Marketing, Event Management, PowerPoint, Social Networking, Social Media, New Business Development, Management, Marketing Strategy, Account Management, Sales Management
Education
Farmingdale State University of New York
Liberal Arts Coursework
Ingram Micro October 2014 - Present
Alliance Advisory Group, Inc. August 2013 - September 2014
Massachusetts Mutual December 2010 - August 2013
Summit Financial Services March 2009 - October 2010
New England Financial January 2008 - March 2009
National Securities Corporation September 2007 - January 2008
New England Financial July 2005 - August 2007
Skills
Retirement Planning, Investments, Series 7, Retirement, Fixed Annuities, Mutual Funds, Uniform Combined State..., Disability Insurance, 401k, Strategic Financial..., Long-term Care, Estate Planning, Life Insurance, Portfolio Management, Series 63, Insurance, Term Life Insurance, Series 6, Securities, IRAs, Health Insurance, Roth IRA, Life & Health Insurance..., ETFs, Variable Annuities, 401k Rollovers, Whole Life, Small Business, Wealth, Long Term Care Insurance, Financial Analysis, Pensions, Employee Benefits, Investment Advisory, Asset Allocation, Financial Planners, Financial Services, Finance, Personal Financial..., Investment Strategies, Sales, Wealth Accumulation, Wealth Management..., Banking, Wealth Management, Asset Management, Financial Advisory
Education
State University of New York College at Buffalo 2003 — 2007
Business Administration, Finance
St Josephs Collegiate High School 1999 — 2003
IIT Institute of Design June 2006 - Present
IIT Institute of Design June 2005 - June 2006
IIT Institute of Design December 2003 - June 2005
SmartMoney Magazine - Hearst Magazines August 1999 - November 2003
National Securities Corporation September 1998 - July 1999
Skills
Microsoft Office, Customer Relations, Planning, Building Relationships, Coordinating Special..., Cross-functional..., Project Coordination, Program Coordination, Customer Experience, Customer Service, Retention Management, Troubleshooting, Hands-on Training, Personal Development, Coaching Staff, Mentoring Of Staff, Staff Development, Student Affairs, Student Engagement, Academic Administration, Project Planning, Ethnography, User-centered Design, User Research, Management, Design Strategy, Research Design, Contextual Inquiry
Education
Roosevelt University 1999 — 2001
M.A., Training and Development
Saint Xavier University 1994 — 1997
B.A., English Literature
Albion College 1993 — 1994
English Literature
Meritor September 2014 - Present
TRW June 2013 - September 2014
Meritor Inc. March 2011 - June 2013
Volkswagen Group December 2010 - March 2011
Sears Holdings Corporation May 2010 - August 2010
Michigan Schools and Government Credit Union September 2009 - April 2010
National Securities Corporation June 2009 - August 2009
Skills
Hyperion Enterprise, Oracle SQL, Essbase, Financial Analysis, Internal Audit, Account Reconciliation, Data Entry, Forecasting, Budgeting, SOX, Hyperion, Excel, General Ledger, PowerPoint, Word, Financial Modeling, Microsoft Office, Outlook, Corporate Finance, Budgets, Auditing
Education
Oakland University 2006 — 2010
BS, Finance
i10 Research April 2011 - Present
MERC PARTNERS, Great Neck, NY August 2009 - August 2011
National Securities Corporation March 2006 - July 2009
BLACK DOG ASSET MANAGEMENT, New York, NY February 2003 - February 2006
Skills
Trend Following, Technical Analysis, Trading, Equities, Options, Equity Trading, Bloomberg, Hedge Funds, Portfolio Management, Financial Markets, Alternative Investments, Ratios
Education
Bard College 1986 — 1990
National Securities Corporation June 2015 - Present
Siena College September 2011 - May 2015
Enterprise Rent-A-Car June 2014 - September 2014
Skills
Higher Education, PowerPoint, Research, Public Speaking, Community Outreach, Teaching, SPSS, Microsoft Word, Event Planning, Microsoft Excel, Time Management, Microsoft Office, Teamwork, Fundraising, Statistics
Education
Siena College 2012 — 2015
B.S. Marketing, Marketing
Siena College 2012 — 2015
Bachelor of Applied Science (BASc), Marketing
The NPD Group July 2015 - Present
The NPD Group July 2014 - July 2015
The NPD Group July 2013 - July 2014
ScrollMotion 2012 - 2012
Stony Brook University 2011 - 2012
National Securities Corporation 2009 - 2010
Merrill Lynch 2008 - 2008
Skills
Financial Analysis, Corporate Finance, Accounts Receivable, Accounts Payable, Microsoft Excel, Microsoft Word, PowerPoint, Access, Intacct, Data Analysis
Education
Stony Brook University 2011 — 2012
Master of Business Administration (M.B.A.), Finance and Management, 3.87
University of Scranton 2005 — 2009
Bachelor's degree, Finance
Structure Tone November 2013 - Present
Structure Tone April 2012 - October 2013
Sagemark Consulting/LFA July 2011 - December 2011
National Securities Corporation April 2011 - July 2011
Skills
Accounting, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Reporting
Education
Hofstra University 2008 — 2011
BBA, Accounting and Finance
Standard & Poor's August 2015 - Present
Standard & Poor's January 2014 - August 2015
Brooklyn College July 2012 - July 2013
Stone Run Capital, LLC May 2012 - August 2012
National Securities Corporation January 2011 - June 2011
Axiom33 Merchant Marketing June 2010 - September 2010
Skills
R, Research, Budgets, Series 7, Investments, Portfolio Management, Financial Analysis, Series 63, Time Series Analysis, Value Investing, Financial Statement..., DCF Valuation, C++, Microsoft Excel, Microsoft Office, Statistics, Risk Management, Economics, SQL, Access, Analysis, Social Networking, Bloomberg, Financial Modeling, Data Analysis, VBA
Education
Brooklyn College Scholars Program 2010 — 2014
Bachelor’s Degree, Econometric Analysis, International Financial Politics
The Hebrew University 2013 — 2013
Economics
Yeshivah of Flatbush 2007 — 2010
KPMG December 2013 - Present
Capco March 2013 - November 2013
Capco September 2010 - March 2013
One East Partners May 2006 - September 2010
G2 Systems, LLC September 2005 - May 2006
Lavish Consulting June 2003 - May 2006
National Securities Corporation May 2005 - December 2005
Chardan Capital Markets, LLC June 2003 - May 2005
Lord, Abbett & Co. May 2000 - June 2003
Brown Brothers Harriman & Co. September 1998 - May 2000
Skills
Equities, Hedge Funds, Capital Markets, Trading, Financial Services, Trading Systems, Portfolio Management, Financial Markets, Risk Management, Electronic Trading, Financial Modeling, Valuation, Prime Brokerage, Investments, Project Management, Securities, Fixed Income, Program Management, Management Consulting, Portfolio Optimization, Risk Analytics, Bonds, Financial Risk, Asset Allocation, Alternative Investments, Mutual Funds, Order Management, Derivatives, Finance, Options, FX Options, Equity Derivatives, Market Data, Axys, Investment Banking, High Frequency Trading, Electronic Trading..., Asset Backed Securities, Quantitative Modeling, VWAP, Quantitative Research, FIX, Advent Geneva, Order Management Systems, Equity Swaps, VBA, Modernist Cuisine, Programming Languages
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
Columbia University in the City of New York 1987 — 1992
B.S., Computer Science
Groton School 1982 — 1987
HS Diploma, High School Diploma
International Culinary Center
French Cuisine, Modernist & French Cuisine
Valspar October 2014 - Present
Staples March 2014 - October 2014
Staples February 2012 - February 2014
Staples September 2010 - February 2012
Miami University August 2008 - May 2010
National Securities Corporation June 2009 - August 2009
Chicago Management Consulting Group July 2008 - August 2008
Education
Miami University 2006 — 2010
B.S, Accountancy
Fenwick High School
Okapi Partners LLC September 2013 - Present
OKPARA AUDIOLOGY HEARING CLINIC January 2013 - July 2013
REID & RUDIGER / B B & REID/ MEYERS ASSOCIATES June 2011 - December 2012
NATIONAL SECURITIES CORPORATION April 2010 - August 2010
B. AUDIOLOGY CLINIC June 2005 - May 2009
Quality of Life Technology ERC May 2008 - August 2008
Education
Hofstra University 2006 — 2011
Biomedical Engineering, Engineering, Finance, Sales
National Securities Corporation June 2015 - July 2015
Skills
Secretarial Skills, Marketing, Finance, Marketing Communications, Administration, Customer Service, Management, Social Media, Telephone Skills
Education
Florida State University 2013 — 2017
Bachelor of Science (B.S.) Finance and Marketing, Communications Minor
Spanish River High School 2009 — 2013
Microsoft June 2013 - Present
Microsoft October 2009 - June 2013
Excell Data Corporation (on-site at Microsoft) August 2009 - October 2009
Excell Data Corporation (on-site at Microsoft) March 2009 - August 2009
Excell Data Corporation (on-site at Microsoft) December 2007 - December 2008
Solar Systems & Peripherals December 2001 - December 2007
Netgistics, Inc. December 2000 - December 2001
National Securities Corporation March 1999 - August 2000
Skills
Analytics, Product Management, Project Management, Digital Marketing, Display Advertising, Integrated Marketing, Web Analytics, Online Advertising, Cross-functional Team..., Product Marketing, Digital Media, Mobile Devices, E-commerce, Marketing, SQL, Mobile Marketing, Mobile Advertising, Management, Strategic Partnerships, Go-to-market Strategy, Digital Strategy, ColdFusion, Messaging, PPC, Pricing, WebTrends Analytics, Process Improvement, Ad Serving, Behavioral Targeting, Affiliate Marketing, Advertising, Leadership, Search Advertising, Competitive Analysis, SEO, Strategy, Account Management, Marketing Strategy, Program Management, Product Development
Education
Pacific Lutheran University 1997 — 2001
Bachelor of Business Administration, Information Management
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
National Securities Corporation January 2009 - Present
vFinance May 2000 - December 2008
Skills
Investment Banking, Private Equity, Investments, Due Diligence, Venture Capital, Equities, Capital Markets, Mergers & Acquisitions, Corporate Finance, Financial Modeling
Education
University of Miami 1995 — 1999
University of Miami - School of Business 1995 — 1999
BBA, Finance
CAIR-Chicago August 2011 - Present
CAIR-Chicago September 2009 - June 2011
DePaul University College of Law, Pro Bono and Community Service Initiatives March 2009 - May 2011
International Human Rights Law Institute - DePaul College of Law October 2008 - April 2011
Egyptian Center for Women's Rights May 2009 - July 2009
National Securities Corporation August 2006 - July 2007
Skills
Legal Research, Legal Writing, Fundraising, Non-profits, Finance, Research, Public Speaking, Sales, Leadership, Public Policy, Strategy, Government, Strategic Planning, Public Relations, Policy, Community Outreach, Policy Analysis, Politics, Human Rights, Marketing, Nonprofits, Editing, Analysis, Grant Writing, Data Analysis, Time Management, Event Planning, Microsoft Office, Social Media, Management, International Relations, Program Development
Education
DePaul University College of Law 2008 — 2011
JD, Certificate in International & Comparative Law
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2011
Masters of Science, Finance
Tulane University
BA, History, Religious Studies
National Securities Corporation September 2014 - Present
Northern Trust Corporation March 2014 - August 2014
United Capital Financial Advisers, LLC December 2013 - February 2014
The University of Texas at Brownsville September 2011 - August 2013
The University of Texas at Brownsville October 2008 - August 2011
The University of Texas at Brownsville May 2006 - September 2008
Goldman Sachs November 2004 - March 2006
Wexford Capital LLC May 2000 - September 2004
Guide Communications August 1997 - May 2000
Skills
Higher Education, Marketing, Market Research, Event Planning, Compliance, Customer Service, Microsoft Office, Budgets, Community Outreach, Data Analysis, Editing, Facebook, Fundraising, Leadership, Marketing Communications, Microsoft Excel, Nonprofits, PowerPoint, Public Relations, Public Speaking, Research, Social Media, Spanish, Student Affairs, Team Building, Training, Management, Program Management, Outlook
Education
Pace University 1991 — 1995
BBA, International Management
Somers High School 1987 — 1991
National Securities Corporation March 2010 - Present
National Asset Management, Inc December 2008 - Present
Lucas and Assosciates January 2008 - March 2010
StatoilHydro North America Inc, Stamford CT 2006 - 2007
Education
Concordia College 2004 — 2005
B.S., Business Administration
Brooklyn Technical High School 1970 — 1974
H.S. Regents Diploma
TD April 2015 - Present
TD October 2014 - Present
vFinance January 2010 - August 2014
National Securities Corporation 2007 - August 2014
Montauk Financial Group August 1998 - September 2007
Skills
Securities, Series 7, Series 24, Series 63, Investment Advisory, Series 65, Alternative Investments, Capital Markets, Options, Bonds, Broker-Dealer, Finance, Fixed Income, FINRA, Financial Services, Asset Managment, Investments, Due Diligence, Asset Management, Microsoft Office, Equities, Mutual Funds, Wealth Management, Insurance, Trading, AML, Financial Advisory, Financial Markets, Portfolio Management, Uniform Combined State...
Education
University of Pennsylvania - The Wharton School 2008 — 2008
National Securities Corporation August 2013 - Present
Skills
Fixed Income, Wealth Management, Equities, Retirement Planning, Investments, Securities, Alternative Investments, Retirement, Series 7, Portfolio Management, 401k, Real Estate, Financial Analysis, Options
Education
State University of New York at Stony Brook 1985 — 1989
Bachelor of Engineering (BE), Electrical Engineering
Tanglewood Capital Partners, LLC July 2010 - Present
Wellpath Energy Services LLC January 2011 - June 2014
Westminster Securities Corporation 2000 - 2006
National Securities Corporation 1994 - 1999
Amreal Partners 1980 - 1993
Skills
Capital Markets, Capital, Private Equity, Investment Banking, Equities, Management, Venture Capital, Energy, Corporate Finance, Mergers & Acquisitions, Strategy
Education
Louisiana State University 1960 — 1964
B.S., Finance
Sovereign Bank April 2013 - Present
Cetera Financial Group November 2012 - May 2013
Cabot Lodge February 2012 - November 2012
Merrill Lynch August 2009 - January 2012
National Securities Corporation June 2008 - November 2009
Sears Holdings Corporation May 2006 - June 2008
Skills
Investments, Investment Strategies, Portfolio Management, Wealth Management, Alternative Investments, Finance, Insurance, Financial Markets, Recruiting, Marketing, Series 7, Customer Service, Series 63, Mutual Funds, Asset Allocation, Retirement Planning, Securities, Equities, Asset Management, Strategic Financial..., Project Planning, Investment Advisory, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
BA, Economics
Nordstrom August 2014 - Present
Nordstrom Direct February 2014 - August 2014
Nordstrom Direct March 2013 - January 2014
Nordstrom January 2012 - March 2013
B-Line LLC March 2007 - January 2012
Volt (at Microsoft Corporation) March 2006 - March 2007
Delafield-Hambrecht Inc September 2002 - December 2005
National Securities Corporation August 1999 - September 2002
Skills
Business Analysis, Portfolio Management, SDLC, SharePoint, Project Management, Agile Methodologies, Business Intelligence, Cross-functional Team..., Management, SQL, Visio, Project Planning, Software Development, Quality Assurance, Six Sigma, Databases, Microsoft SQL Server, Process Improvement, Testing, Business Process, Software Documentation, Software Project..., Data Analysis, Training, Analysis, MS Project, TFS, Data Warehousing, ITIL, Requirements Analysis, Agile Project Management, Vendor Management, Program Management, Business Process..., Scrum, CRM, PMP, .NET
Education
University of Florida
BS, Mathematics
University of Florida
Graduate Study, Operations Research, Department of Industrial Engineering
Macy's November 2014 - Present
Kroger February 2015 - Present
H&R Block February 2012 - Present
Talbert House March 2012 - August 2014
National Securities Corporation February 2011 - April 2011
University of KwaZulu-Natal February 2010 - December 2010
Exclusive Books Group March 2006 - December 2010
blud INC. March 2004 - February 2006
Skills
Human Resources, Organizational..., Analysis, Data Analysis, Risk Management, Public Speaking, Microsoft Office, Customer Service, Marketing, Leadership, Time Management, Market Research, Marketing Strategy, Management, Microsoft Excel, Qualitative Research, Retail, Training, Research, PowerPoint, Microsoft Word, Social Media, Social Media Marketing, Advertising, Marketing Communications, Statistics, Psychology, Project Planning, Strategy, Sales, Recruiting, CRM, Coaching, Budgets, Social Networking, Consumer Behaviour
Education
Capella University 2013 — 2015
Master's degree, Industrial and Organizational Psychology
University of KwaZulu-Natal 2006 — 2012
Bachelor's degree, Psychology/ Economics
St George's College 1996 — 2002
High School
Total Creative Inc. September 2014 - Present
Studio Source LLC March 2014 - Present
SAHM, Stay at home mom July 2007 - Present
Life After Graduation, LLC. June 2012 - March 2013
Baker Knapp & Tubbs, Kohler Corporation May 2005 - June 2007
Julia's March 2004 - June 2004
University Preparatory Academy January 2000 - January 2002
National Securities Corporation May 1996 - May 1999
Skills
Interior Design, Photography, Process Scheduler, Space-planning, Outlook, Sewing, PowerPoint, Microsoft Word, Microsoft Office, Photoshop, Microsoft Excel, Customer Service, InDesign, Event Planning, Visual Merchandising, Textiles, Furnishings
Education
Seattle Pacific University 2002 — 2004
Bachelors of Art: Clothing, Textiles and Interiors, Interior Design
Seattle Pacific University 2000 — 2004
Bachelor of Arts, Interior Design
National Securities Corporation September 2015 - Present
PARA Foods, Inc. August 2014 - Present
Camp Lavi June 2015 - August 2015
Camp Lavi June 2014 - August 2014
Camp Lavi June 2013 - August 2013
Skills
Financial Market..., Financial Accounting, Financial Statements, Economics, Options Strategies, Hebrew, Foreign Policy, Politics, Political Campaigns, American History, Stock Market, PowerPoint, Microsoft Office
Education
Queens College 2014 — 2018
Bachelor's Degree, Accounting, Economics, Business and Liberal Arts
North Shore Hebrew Academy High School 2010 — 2014
National Securities Corporation June 2012 - Present
American Capital Partners April 2012 - May 2012
Portfolio Advisors Alliance January 2012 - March 2012
Education
Clark University 2009 — 2011
Master's of Science in Finance, Investment Management
Intellectual Ventures September 2015 - Present
Intellectual Ventures September 2013 - August 2014
Intellectual Ventures Management November 2006 - September 2013
Trendwest Resorts February 1998 - February 2001
National Securities Corporation 1996 - 1998
Michie Hamlett Rasmussen & Tweel 1994 - 1996
Skills
Patent Prosecution, Start-ups, Software Licensing, Copyright Law, Patentability, Trademarks, Litigation, Intellectual Property, Patent Litigation, Patents, Due Diligence, Licensing, IP transactions, Registered Patent..., Intellectual Property..., Legal Writing, Trade Secrets, Invention, Patent Portfolio..., Contract Management, Contract Negotiation
Education
American University, Washington College of Law 1991 — 1994
JD
University of Rochester
Bachelor of Arts, Economics and Psychology
Moody's Corporation July 2014 - Present
M&T Bank July 2012 - July 2014
Allen Partners June 2011 - August 2011
National Securities Corporation June 2010 - August 2010
Skills
Microsoft Office, Financial Analysis, Sales, Investments, Fixed Income, Portfolio Management, Analysis, Management, Financial Risk, Commercial Banking
Education
Cornell University 2008 — 2012
Bachelor of Science (BS), Operations Research and Engineering
2016 Level III Candidate in the CFA Program
Federal Reserve System May 2015 - Present
Georgia State University August 2011 - Present
Economic Forecasting Center August 2012 - May 2015
National Securities Corporation June 2012 - August 2012
Domus Realty June 2010 - August 2010
Cifal Atlanta, UNITAR January 2010 - June 2010
Skills
Macroeconomics, Stata, Aremos, Bloomberg Terminal, Econometrics, Statistics, SAS, Microsoft Office, Economics, Data Analysis, Analysis, Research, Policy Analysis, Qualitative Research
Education
Georgia State University 2011 — 2015
Doctor of Philosophy (Ph.D.), Economics, 3.5
Georgia State University 2011 — 2012
Master of Arts (MA), Economics, 3.7
Harvard University 2011 — 2011
Summer School, Corporate Finance, GPA 4.0
Università Ca' Foscari di Venezia 2010 — 2011
Master, Economics and Management, 110/110 Summa Cum Laude
Università Ca' Foscari di Venezia 2008 — 2010
Bachelor, Economics, 110/110 Summa Cum Laude
GSU
Synergy HomeCare August 2013 - Present
National Securities Corporation March 2002 - November 2011
National Asset Management December 1998 - November 2011
Walmart August 1996 - July 1998
Skills
Financial Analysis, Investments, Financial Reporting, Mergers & Acquisitions, Securities, Cash Management, Accounting, Analysis, Asset Management, Forecasting, Finance, Insurance, Auditing, Strategic Financial..., Budgets, Wealth Management, Portfolio Management, Equities, Managerial Finance, Banking, Mergers, Due Diligence, Trading, Financial Modeling, Financial Management, Budgeting, Financial Planning, Mutual Funds, Risk Management, Home Care, Senior Services, Healthcare, Healthcare Management, Home Health Agencies, Executive Management
Education
City University of Seattle 1994 — 1996
MBA, Financial Management
Boise State University 1990 — 1994
BBA, Computer Information System
National Securities Corporation January 2004 - Present
Skills
Fixed Income, Securities, Capital Markets, Equities, Investment Banking, Retirement Planning, College Education..., Fixed Annuities, Life Insurance, Banking, Financial Analysis, Risk Management
Education
Baruch College 2000 — 2002
Bachelor of Business Administration (BBA), Finance
University of Nevada-Reno
Bachelor of Business Administration (B.B.A.)
J.P. Morgan February 2015 - Present
JPMorgan Chase, N.A. March 2012 - February 2015
National Securities Corporation March 2010 - October 2011
Morgan Stanley Smith Barney July 2008 - July 2010
Education
City University of New York-Baruch College 2005 — 2011
BBA, Finance and Investments, Psychology Minor
Baruch College, City University of New York (CUNY)
Marcia Horne, Marketing Consulting June 2009 - Present
National Securities Corporation October 1991 - November 2000
Shearson Lehman Brothers October 1987 - July 1990
Skills
Online Advertising, Social Media Marketing, Marketing Strategy, Advertising, SEO, Online Marketing, Entrepreneurship, Social Media, Marketing, Web Design, Small Business, Email Marketing, Marketing Communications, Digital Marketing, Graphic Design, New Business Development, E-commerce, Start-ups, Creative Direction, Social Networking
Education
International Academy of Design and Technology-Tampa 2008 — 2009
Web Page, Digital/Multimedia and Information Resources Design
Wheaton College 1981 — 1985
Bachelor of Arts (BA), Political Science and Government
National Securities Corporation October 2011 - December 2011
Aegis Capital Corporation June 2009 - October 2011
Hudson Legal - Viacom International June 2007 - August 2008
United States Department of Energy June 2005 - May 2007
Education
Howard University
BA, Economics
Photo Arts by Janna 1985 - Present
Groos Bank October 1990 - September 1991
National Securities Corporation October 1988 - August 1990
Skills
Fine Art Photography, Social Networking, Architectural..., Food Photography, Event Photography, Portrait Photography, Documentary Photography, Business Portraits, Commercial Photography, Glamour/Boudoir..., Photography, Portraits, Black & White, Still Life, Lifestyle Photography, On Location, Studio Lighting, Editorial Portraiture, Natural Lighting, Senior Portraits, Family Photography, Landscape Photography, Stock Photography, Model Portfolios, Medium Format
Education
University of London, Goldsmith's College 1983 — 1984
Graduate Diploma in Art and Design, Photography
University of Denver 1980 — 1982
Mass Communications, Communications, philosophy, psychology
AXA Advisors July 2015 - Present
National Securities Corporation November 2013 - July 2015
Gilman Ciocia Inc. July 2012 - July 2015
Skills
Financial Analysis, Financial Services, Asset Management, Asset Allocation, Risk Management, Retirement Planning, Financial Planning, Investment Strategies, College Education..., Estate Planning, Personal Financial..., Business Planning, Life & Health Insurance..., Market Analysis, Investment Advisory, Investment Management
Education
University at Albany, SUNY 2008 — 2012
Bachelor's degree
National Securities Corporation January 2015 - June 2015
Transport Express L.V.I June 2014 - August 2014
Société Générale August 2012 - August 2012
Conseil Général des Bouches-du-Rhône July 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Java, Marketing, Bloomberg, English, Time Management, Financial Markets, Spanish, Business Strategy, Project Management
Education
Télécom Ecole de Management 2013 — 2016
Master’s Degree
Manhattan Institute of Management 2015 — 2015
CPGE HEC-Scientifique, Lycée St Exupéry Marseille 2011 — 2013
Lycée Antonin Artaud Marseille
Baccalauréat, Scientifique
National Securities Corporation September 2014 - Present
Skills
Sales, Marketing, Sales Management, Marketing Strategy, Project Management, Finance, Corporate Finance, Communication Skills, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Quinnipiac University - School of Business 2010 — 2014
Bachelor’s Degree, Finance, General
Capstone Realty Advisors, Inc August 2012 - Present
Vista Imaging, LLC November 2009 - August 2012
Forest Hills Vision Associates August 2008 - September 2009
National Securities Corporation March 2008 - July 2008
JCPenney March 2006 - November 2007
MoveOnIn Inc. March 2005 - December 2005
Skills
Real Estate Transactions, Commercial Real Estate, Real Estate, Real Estate Development, Lease Negotiations, Property Management, Real Estate Economics, Leases, Social Media, Relocation, Investors, Brokerage, Microsoft Office, Microsoft Word, Contract Negotiation, Client Services, Commercial Real Estate...
Education
Queens College
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
National Securities Corporation June 2014 - August 2014
Central Exchange Money Counter March 2008 - April 2011
Skills
Microsoft Excel, Financial Analysis, Research, Accounting, Teamwork, Bloomberg Terminal, Customer Service, Cash Flow, Social Media, Time Management, Networking, Argus Modeling, Budgets, Access, Microsoft Office, PowerPoint, Microsoft Word, Management, Finance, Public Speaking, Leadership, Outlook, Financial Modeling, Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Bachelor of Business Administration (BBA), Finance and Investment