RBC Capital Markets
Industry: Finance service company
DescriptionRBC Capital Markets is a global investment bank providing services in banking, finance and capital markets to corporations, institutional investors, asset managers and governments globally. Locations span 70 offices in 15 countries across North America, the UK, Europe and the Asia-Pacific region. CEO: Doug McGregor (1 Nov 2008–) Number of employees: Over 7,200 Headquarters: Toronto, Canada Rating: A1 / AA- (Moody's / S&P) Traded as: NYSE: RY; TSX: RY Parent organization: Royal Bank of Canada
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4,148 RBC Capital Markets employees in database. Find out everything there's to know about RBC Capital Markets 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.
RBC Capital Markets Employees
RBC Capital Markets September 2013 - Present
RBC Capital Markets August 2010 - September 2013
RBC Capital Markets April 2009 - August 2010
Skills
Series 7, Series 66, Securities Regulation, Anti Money Laundering, FINRA, USA PATRIOT Act, Bank Secrecy Act, Securities Licensing, Insurance Licensing, Insurance
Education
Saint Cloud State University - G.R. Herberger College of Business 2005 — 2008
Bachelor of Science (B.S.), Finance, General
Stein Financial Group August 2014 - Present
Stein Financial Group August 2013 - August 2014
RBC Capital Markets December 2002 - November 2011
Wells Fargo March 1996 - December 2002
Cowles Media Company (Star Tribune Newspaper) 1994 - 1996
Education
St. Cloud State University 1982 — 1986
B.S., Business Management
RBC Capital Markets May 2014 - Present
RBC Capital Markets December 2013 - May 2014
Toronto International Film Festival September 2013 - December 2013
Brudner Herblum & McDougall LLP Chartered Accountants June 2013 - July 2013
Sears Canada November 2011 - January 2012
Beijing Jingcheng Accountant Firm January 2010 - March 2010
Walmart September 2008 - April 2009
Antigonish Area Partnership September 2008 - April 2009
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Income Tax, Corporate Tax, IFRS, ASPE, Auditing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, QuickBooks, Bank Reconciliation, Caseware, Caseview, Taxprep, Financial Statements, General Ledger, Accounting, Tax, Cost Accounting
Education
University of Saskatchewan 2010 — 2012
Master of Professional Accounting, Accounting
St. Francis Xavier University 2006 — 2009
Business Administration, Finance
RBC Capital Markets December 2008 - Present
Taylor Corporation January 2007 - December 2008
Northwest Airlines 2006 - 2006
Rider Bennett, LLP 2000 - 2006
Mackall, Crounse & Moore PLLP 1998 - 2000
Skills
Employment Law, Arbitration, Litigation, Commercial Litigation, Corporate Law, Legal Writing, Legal Compliance, Mediation, Civil Litigation, Corporate Governance, Employment..., Legal Research
Education
University of Minnesota Law School 1995 — 1998
J.D., Law
St. Olaf College 1991 — 1995
B.A., American Studies, English, History
Moorhead H.S. 1987 — 1991
RBC Capital Markets June 2014 - Present
Citi August 2011 - June 2014
Skills
Credit Risk, Credit Analysis, Financial Analysis, Financial Modeling, Valuation, Capital Markets, Relationship Management, Microsoft Excel, Capital IQ
Education
State University of New York at Buffalo - School of Management 2007 — 2011
B.S., Business Administration
RBC Capital Markets January 2014 - Present
The World Bank July 2013 - January 2014
Innovations for Poverty Action March 2013 - May 2013
United Nations August 2012 - May 2013
Yale University September 2012 - February 2013
PRS Legislative Research at Centre for Policy Research June 2011 - May 2012
Steel Authority of India Limited June 2010 - July 2010
Skills
Investment Banking, Statistics, Economics, Financial Modeling, Bloomberg, Capital IQ, Qualitative Research, Data Analysis, PowerPoint, Microsoft Office, Valuation, Quantitative Analytics, Matlab, Financial Analysis, Quantitative Research, Econometrics, International..., Analysis
Education
Yale University 2012 — 2013
Master of Arts (M.A.), International and Development Economics
St. Stephen's College 2008 — 2011
B. A (Hons), Mathematics
Morgan Stanley October 2012 - Present
RBS Citizens Group September 2011 - October 2012
RBC Capital Markets April 2008 - September 2011
American Express April 2006 - April 2008
UBS Investment Bank 1996 - 2006
Perot Systems November 2000 - January 2005
Perot Systems June 1996 - December 1999
Pencom August 1995 - June 1996
Michigan State University July 1993 - August 1995
Skills
Vendor Management, IT Strategy, Enterprise Architecture
Education
Stanford Graduate School of Business 2003 — 2003
Stanford Executive Program (SEP)
Temple University 1987 — 1992
Bachelors in Computer Science
US Naval Reserve , Atlantic Intelligence Command 1987 — 1988
Hatboro Horsham 1983 — 1986
RBC Capital Markets February 2010 - Present
Dale Group, Inc July 2009 - January 2010
JP Morgan June 2008 - August 2008
Skills
Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
Syracuse University 2005 — 2009
Bachelor of Science, Finance and Accounting
Cadence Bank May 2014 - Present
Societe Generale October 2012 - February 2014
IBERIABANK July 2009 - October 2012
Comerica Bank January 2008 - March 2009
RBC Capital Markets April 1997 - January 2008
National Westminster Bank 1993 - 1997
Skills
Oil & Gas Reserve-Based..., C&I Lending, Corporate Lending, Credit Risk, Financial Risk, Financial Analysis, Cash Flow, Credit Analysis, Credit Portfolio..., Client Relationship..., Contract Negotiation, Commercial Banking, Credit Administration, Credit, Portfolio Management
Education
Texas Christian University - M.J. Neeley School of Business 1990 — 1992
MBA, Finance
University of Houston 1987 — 1990
BS, Economics
CSO Research, Inc. 2014 - 2015
Dropoff, Inc. 2013 - 2015
Tolarus Partners, LLC 2008 - 2015
Schneider Electric 2001 - 2008
Arthur Andersen LLP 1998 - 2000
RBC Capital Markets 1994 - 1996
Skills
Mergers & Acquisitions, Corporate Development, Mergers, Strategy, Strategic Partnerships, Corporate Finance, Due Diligence, Finance, Venture Capital, Start-ups, Business Development, Private Equity, Acquisitions, Acquisition Integration, Emerging Markets, Capital, Entrepreneurship, Restructuring, Management Consulting, Joint Ventures, Business Planning
Education
University of Minnesota - Carlson School of Management 1996 — 1998
MBA
Stockholm School of Economics 1997 — 1997
International Finance
University of Wisconsin-Madison 1990 — 1994
BA
San Francisco Equity Partners September 2009 - Present
CIM Group June 2008 - August 2008
Castanea Partners July 2005 - July 2007
RBC Capital Markets July 2002 - July 2005
Skills
Private Equity, Buyouts, Venture Capital, Consumer Products, Investment Banking, Financial Modeling, Valuation, Debt Restructuring, Real Estate, Real Estate Investment, Investments, Corporate Development, Mergers & Acquisitions, Business Strategy, Corporate Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
MBA
Stanford University 1998 — 2002
BA, Economics, Management Science & Engineering
Tudor, Pickering, Holt & Co. January 2014 - Present
Tudor, Pickering, Holt & Co. September 2013 - January 2014
UTIMCO August 2009 - August 2013
RBC Capital Markets May 2007 - August 2009
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Investments, Equity Research, Alternative Investments, Hedge Funds, Equities, Valuation, Investment Management
Education
Texas A&M University - Mays Business School 2004 — 2007
BBA, Finance
Lake Street Capital Markets, LLC November 2014 - Present
SillaJen, Inc. May 2013 - November 2014
Delcath Systems, Inc September 2009 - April 2013
Delcath Systems, Inc. September 2009 - September 2011
AngioDynamics, Inc. July 2008 - September 2009
Cornerstone Healthcare Advisors LLC April 2005 - July 2008
Cain Brothers LLC October 2005 - May 2007
RBC Capital Markets May 2000 - March 2005
Investment Advisors, Inc. September 1994 - February 2000
Wessels Arnold & Henderson 1989 - 1994
Skills
Medical Devices, Mergers, Strategic Planning, International Business, Start-ups, Venture Capital, Business Strategy, Corporate Development, Commercialization, Product Development, Finance, Restructuring, Strategic Partnerships, M&A experience, P&L Management, Manufacturing, Operations Management, Forecasting, Market Development, Product Launch, Global Business..., Lifesciences, Biotechnology, Private Equity, New Business Development, Sales Management, Executive Management, Acquisition Integration, Marketing Strategy, Corporate Finance, Turn Around Management, Licensing, Financial Modeling, Pharmaceutical Industry, Market Research, Market Analysis, Product Marketing, Healthcare, Due Diligence, Management, Team Building, Investor Relations, Global Marketing, Entrepreneurship, Marketing Management, Competitive Analysis, Cross-functional Team..., Managerial Finance, Business Development, Business Planning
Education
St. Olaf College 1978 — 1982
Bachelor of Arts (BA), Economics
RBC Capital Markets July 2015 - Present
Banorte June 2014 - August 2014
PMI Comercio Internacional October 2012 - July 2013
PMI Comercio Internacional July 2010 - October 2012
PMI Comercio Internacional October 2006 - July 2010
Skills
Downstream Oil & Gas, Leadership, Quantitative Analytics, Trading, Project Analysis, Process Improvement, Teamwork, Petroleum, Energy, Negotiation, Supply Chain Management, Commodity, Oil/Gas, Gas, Petrochemical, Energy Markets, Logistics, Commodity Markets, International Logistics, Oil
Education
University of Virginia Darden School of Business 2013 — 2015
MBA - Class of 2015, Business Administration and Management, General
ITESM
Bachelor's degree, Industrial Engineering
Pinnergy August 2014 - Present
Baker Hughes October 2012 - March 2014
Northland Securities March 2012 - October 2012
RBC Capital Markets November 2010 - March 2012
IHS May 2009 - October 2010
Baer Engineering and Environmental Consulting, Inc. January 2008 - May 2009
State Street February 2007 - December 2007
TRC August 2006 - February 2007
Caucasus Seismic Information Network April 2006 - July 2006
Skills
Upstream, Equity Research, Valuation, Natural Gas, Financial Modeling, Data Analysis, Petroleum, Analytics, Energy, Geology, Data Management, GIS, Earth Science, Business Strategy, Reserve Analysis, Investments, Capital Markets, Market Research, Series 7, Mergers, Oil, Big Data Analytics, CRM Integration, Oilfield Water..., Well Economics, Macroeconomics, Mergers
Education
Boston College 2005 — 2007
MS (candidate), Geophysics
State University of New York at New Paltz 2001 — 2005
BS, Geology; Minor, Mathematics
Brebeuf Jesuit Preparartory, Indianapolis
Diploma
RBC Capital Markets June 1999 - Present
Skills
Portfolio Management, Program Management, Capital Markets, Investments, Strategic Planning, Fixed Income, Equities, Asset Management, Investment Banking, Leadership, Bloomberg, Valuation, Hedge Funds
Education
Fletcher School of Law and Diplomacy 1981 — 1982
International Business
St. Lawrence University 1975 — 1979
Bachelor's degree
Hotchkiss School 1973 — 1975
Macquarie Group July 2012 - Present
RBC Capital Markets September 2008 - May 2012
Lehman Brothers August 2005 - August 2008
Lehman Brothers May 1997 - July 2005
Skills
Equities, Bloomberg, Fixed Income, Derivatives, Trading
Education
Syracuse University 1993 — 1997
BS, Finance
RBC Capital Markets May 2008 - Present
Ivy Asset Management Corp., Jericho, New York May 2007 - April 2008
Banc of America Securities Inc., New York, New York January 2007 - April 2007
Self Employed January 2003 - December 2006
Deutsche Bank Securities Inc., New York, New York September 2000 - December 2002
Deutsche Bank Securities Inc., New York, New York September 2000 - December 2002
BBL (USA) Holdings Inc., New York, New York May 1995 - September 2000
ASLK-CGER Bank, New York, New York July 1991 - April 1995
Skills
Fixed Income, Microsoft Excel, Microsoft Word, Bloomberg, RTTM, ANVIL, MIDAS, WINDOWS, Back Office, Trading, Capital Markets, Middle Office, Bonds, Interest Rate..., DTC CLEARING CORP (DTCC), IMPACT ICI SYSTEM, BROADRIDGE BPS/ADP, NSCC, Microsoft Access, Obligation Warehouse, Acendis Workflow, Repo, Reverse Repo, Microsoft Power Point, Windows, SWIFT, PARAGON, BTS, IFS, WFS/PMS, LASER SYSTEM, IRIS, DTC
Education
F. D. R. High School
Honors Diplomas, Medical Labortory
State University of New York at Stony Brook
Bachelor of Science, Double Major in Applied Mathematics & Statistics and Economics
Lazard Asset Management September 2011 - Present
Grubb & Ellis AGA 2006 - 2011
RBC Capital Markets 2002 - 2006
Robertson Stephens 2001 - 2002
Salem Partners LLC 2000 - 2001
Skills
Portfolio Management, Investment Management, Equities, Alternative Investments, Valuation, Equity Research, Asset Management, Financial Modeling, Investments, Bloomberg, Capital Markets, Fixed Income, Equity Valuation, Investment Strategies, Mutual Funds, Corporate Finance, Securities, Business Strategy
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Stanford University 1996 — 2000
Bachelor of Arts, Economics
byTina Design February 2011 - Present
RBC Capital Markets March 2008 - December 2010
Fox Television 2006 - 2008
KPMG, LLP 2004 - 2006
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2005
MBA, Accounting
Saint John's University - Peter J. Tobin College of Business 2000 — 2004
BS, Accounting
IEX Group, Inc. February 2012 - Present
RBC Capital Markets September 2009 - February 2012
Bank of America Merrill Lynch February 2009 - September 2009
Banc of America Securities June 2008 - February 2009
Banc of America Securities September 2007 - February 2009
Bank of America November 2005 - April 2006
Banc of America Securities September 2000 - October 2005
Grant Thornton LLP August 1998 - September 2000
Pershing Division of DLJ June 1995 - August 1998
Skills
Electronic Trading, Program Trading, Technology Management, Project Management, Process Improvement, Six Sigma, Management Consulting, Strategic Planning, Product Development, Software Development, Payments, Business Innovation, Consumer Lending, Trading Systems, Market Data, Equities, Capital Markets, Fixed Income, FINOP
Education
Stevens Institute of Technology 1995 — 1997
MS, Technology Management
Stevens Institute of Technology 1990 — 1995
BE, Engineering Management
Kiski Group Inc. 2015 - Present
RBC Capital Markets August 2013 - 2015
5:15 Capital Management November 2010 - July 2013
Bridgewater Associates January 2010 - October 2010
Duff Capital Advisors November 2007 - December 2009
Morgan Stanley April 1996 - October 2007
Skills
Hedge Funds, Fixed Income, Capital Markets, Equities, Derivatives, Alternative Investments, Investment Banking, Asset Management, Management, Portfolio Management, Prime Brokerage, Financial Planning, Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS)
GE Capital July 2010 - Present
Schimenti Management 2007 - 2009
Best Buy 2004 - 2007
Wells Fargo Home Mortgage 2001 - 2004
RBC Capital Markets 1999 - 2001
Skills
Financial Modeling, Forecasting, Finance, Marketing Strategy, Pricing, Strategy, Due Diligence, Business Process..., Mergers & Acquisitions, Negotiation, Analysis, Process Improvement, Budgets, Strategic Planning, Business Planning, Start-ups, Strategic Financial..., Leadership, Analytics, Competitive Analysis, Financial Analysis, Accounting, Entrepreneurship, Business Development, Cross-functional Team..., Business Strategy, Risk Management
Education
University of Minnesota - Carlson School of Management 1997 — 1999
MBA, Finance
St. Cloud State University 1988 — 1992
BS, Marketing
RBC Capital Markets June 2015 - Present
RBC Capital Markets February 2012 - June 2015
Pilot Advisors May 2011 - February 2012
Skills
Financial Analysis, Capital Markets, Credit Analysis, Risk Management, Credit Risk, Municipal Bonds, Public Sector Accounting
Education
Stanford University 2006 — 2010
Bachelor of Arts (BA), English
RBC Capital Markets September 2013 - January 2014
National Center for Family Philanthropy September 2013 - December 2013
Sotheby's International Realty March 2013 - August 2013
Barnes & Noble May 2011 - August 2012
Lawrence Recreation Department April 2008 - August 2011
Skills
Research, Public Speaking, Property Management, Real Estate Development, Social Media Marketing, Press Releases, Event Planning, Creativity, Emerging Markets, AutoCAD, ARGUS, Management, Editing
Education
The George Washington University - School of Business 2012 — 2014
Bachelor of Business Administration (B.B.A.), International Business
Universitat Autònoma de Barcelona 2011 — 2011
International Business, Marketing and Economics
Susquehanna University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Global Management
First Command Financial Services January 2012 - Present
RBC Capital Markets July 2008 - November 2011
Citi Smith Barney January 1995 - July 2008
Skills
Operations Management, Sales Management, Business Development, Compliance, Public Speaking, Employee Training, Investments, Microsoft Office, Financial Analysis, Microsoft Excel, Microsoft Word, Performance Management, Portfolio Management, PowerPoint, Risk Management, Training
Education
The University of Texas at Arlington 2011 — 2012
Master of Business Administration (MBA)
Texas Christian University 1997 — 1999
Bachelor of Business Administration (BBA), Finance, General
Tarrant County College 1995 — 1997
Associate of Arts (AA)
Humera - YMCA April 2015 - Present
Synergy Health PLC/Humera 2015 - 2015
Allina Health August 2013 - November 2014
Volt at 3M February 2013 - June 2013
CPP North America April 2012 - August 2012
RBC Capital Markets August 2011 - February 2012
Robert Johnson, Inc. July 2005 - August 2011
Mid Continent Management 2010 - 2010
Harland Medical Systems, Inc. 2009 - 2010
Skills
PeopleSoft, SharePoint, PowerPoint, Microsoft Publisher, Employee Benefits, Payroll, Accounts Payable, Microsoft Word, Microsoft Excel, Access, Peregrine, SAP HR, SAP, Strong insurance and..., Medicaid, HMO and Third...
Education
University of Minnesota-Twin Cities 2014 — 2015
Certificate study, Human Resources Generalist Certifiction study
College of St. Catherine 1998 — 2003
Bachelor of Arts (BA), Communications
Temple University August 2011 - Present
Temple University January 2009 - May 2011
RBC Capital Markets 2006 - 2008
Brooklyn Arts Exchange 2001 - 2006
Skills
Dance, Performing Arts, Teaching, Theatre, Editing, Event Planning, Public Speaking, Nonprofits, Choreography, Arts Administration, Creative Writing, Higher Education, Fundraising, Art, University Teaching, Community Outreach, Event Management, Ballet, Program Development, Marketing, Acting, Volunteer Management, Social Networking, Grant Writing
Education
Temple University 2008 — 2011
MFA, Dance
The George Washington University 1997 — 2001
BA, Dance and English
RBC Capital Markets September 2011 - Present
TD Bank Group 2010 - 2011
TD Bank Group 2005 - 2010
TD Bank Group 2002 - 2005
Internaxx Bank 2000 - 2002
TD Waterhouse Inc 1999 - 2000
Price Waterhouse Coopers 1994 - 1997
Skills
Wealth Management, Equities, Investments, Start-ups, Portfolio Management, Securities, Entrepreneurship, Mutual Funds, Finance, Risk Management, Capital Markets, Management, Leadership, Investment Banking, Financial Services, Fixed Income, Asset Management, Financial Markets, Trading
Education
Institute of Chartered Accountants of Australia 1995 — 1997
Chartered Accountant
Swinburne University of Technology 1990 — 1994
Bachelor Business (Accounting), Bachelor of Arts (Japanese
HHS
HHS
Cetera Financial Group August 2015 - Present
First Trust Portfolios L.P. January 2011 - August 2014
RBC Capital Markets January 1995 - January 2011
RBC Dain Rauscher 2003 - 2007
Skills
Fixed Income, Series 63, Series 7, Bonds, Structured Products, ETFs, Equities, Securities, Series 24, Portfolio Management, Bloomberg, Alternative Investments, Trading, Investments, Capital Markets, Mutual Funds, Wealth Management, Asset Management, Asset Allocation, Derivatives, Financial Markets
Education
St. Cloud State University 1989 — 1994
BS, Finance, Economics, Speech Communications
Morgan Stanley November 2014 - Present
RBC Capital Markets May 2012 - November 2014
PC Richard & Son February 2012 - May 2012
PC Richard & Son June 2011 - February 2012
PC Richard & Son November 2006 - June 2011
West Babylon Fire Department January 2009 - 2011
Skills
Microsoft Excel, Sales, PowerPoint, Microsoft Word, Finance, Microsoft Office, Research, Negotiation, Capital Markets, Strategic Planning, Training, Sales Management, Process Improvement, Financial Analysis, Leadership
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
MBA, Finance
Stony Brook University 2009 — 2011
Bachelor of Arts (B.A.), Economics
Vaughn College of Aeronautics and Technology 2007 — 2009
B.S., Airline Management / Air Traffic Control, 3.75
RBC Capital Markets May 2013 - Present
RBC Capital Markets May 2010 - May 2013
Deloitte September 2008 - May 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Credit, Bloomberg, Financial Reporting, Capital Markets, Finance, Credit Analysis, Financial Statement..., Portfolio Management, FX Options, Fixed Income
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master's degree, Finance
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelors, Finance, Accounting
RBC Capital Markets April 2014 - Present
Wells Fargo May 2006 - March 2014
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Capital Markets, Fixed Income, Financial Analysis, Investment Banking, Portfolio Management, Investments, Equity Research, Corporate Finance, Derivatives, Credit Analysis, Banking
Education
Stanford University 2002 — 2006
Bachelor of Science (BS), Finance, General
Ramirez & Co. January 2011 - Present
RBC Capital Markets June 2008 - December 2010
UBS Investment Bank July 2001 - May 2008
Skills
Fixed Income, Capital Markets, Financial Modeling, Investment Banking, Bonds, Securities, Financial Analysis, Valuation, Investments, Structured Finance, Bloomberg
Education
Stanford University 1997 — 2001
BA, Public Policy
RBC Capital Markets May 2012 - Present
Wells Fargo Energy Group April 2012 - May 2012
Wells Fargo Energy Group January 2010 - March 2012
Parks Paton Hoepfl & Brown (PPHB) June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Excel, Word, Credit Analysis, Bloomberg, Capital IQ, Moody's KMV Risk Analyst, Underwriting, PowerPoint, Credit Risk, Microsoft Excel, Energy, Finance
Education
Texas A&M University 2005 — 2009
Bachelors, Finance
Texas A&M University - Mays Business School 2005 — 2009
Bachelor of Finance, Finance
RBC Capital Markets January 2011 - Present
TIBCO Software December 2006 - July 2009
Aztecsoft August 2005 - June 2006
Skills
C
Education
Stevens Institute of Technology 2009 — 2010
MS, Computer Sciences
University of Pune 2002 — 2006
BE, Computer Science
J.P. Morgan June 2012 - Present
Citibank September 2009 - June 2012
The Bank of New York Mellon May 2006 - November 2008
RBC Capital Markets June 2004 - May 2006
Skills
Credit Analysis, Portfolio Management, Financial Modeling, Structured Products, Capital Markets, Analytics, Credit, Commercial Banking, Banking, Valuation, Corporate Finance, Strategy, Investment Banking, Financial Analysis
Education
The University of Chicago - Booth School of Business 2007 — 2009
Masters of Business Administration, Finance, Strategy
St. Catherine University 2000 — 2004
B.S., Financial Economics, Business Administration
Indian School Salalah
RBC Capital Markets June 2014 - Present
J.P. Morgan October 2013 - June 2014
Skills
Equities, Portfolio Management, Fixed Income, Bloomberg, Investments, Capital Markets, Asset Management, Wealth Management, Series 7, Mutual Funds, Banking, Financial Modeling, Credit, Securities, Financial Analysis, Financial Services, Investment Banking, Finance, Corporate Finance, Loans, Hedge Funds, Derivatives
Education
State University of New York College at Geneseo 2009 — 2013
Bachelor of Arts (BA), History
John F. Kennedy High School 2005 — 2009
High School
U.S. Capital Advisors LLC July 2015 - Present
Northwestern Mutual October 2013 - October 2014
Capco March 2012 - August 2013
FBR Capital Markets & Co. June 2011 - November 2011
RBC Capital Markets August 2008 - June 2011
Morgan Stanley October 2005 - August 2008
Deutsche Bank February 2003 - October 2005
Leafstone Staffing April 2002 - February 2003
Skills
Capital Markets, Equities, Financial Services, Securities, Risk Management, Fixed Income, Derivatives, Investment Banking, Financial Risk, Finance
Education
State University of New York College at Oneonta 1998 — 2001
Bachelor of Applied Science (BASc), Business/Managerial Economics
Hutchinson, Shockey, Erley & Co. September 2015 - Present
Frost Bank December 2014 - May 2015
BOSC, Inc (Bank of Oklahoma) January 2012 - November 2014
RBC Capital Markets October 2000 - December 2011
Skills
Series 7, Series 63, Public Finance, Bonds, Investment Banking, Bloomberg, Financial Modeling, Securities, Portfolio Management, Capital Markets, Fixed Income, Financial Structuring, Due Diligence, Derivatives, Finance, Financial Analysis, Investments, Commercial Banking
Education
Univerity of St. Thomas 1998 — 2000
Master's degree, Finance, General
Texas A&M University 1986 — 1990
Bachelor's degree, Journalism
Knetik May 2014 - Present
Knetik January 2013 - Present
Wunderlich Securities April 2013 - April 2014
Clarkson Capital Markets July 2011 - April 2013
RBC Capital Markets January 2010 - June 2011
RBC Capital Markets June 2008 - January 2010
Austin Stock Research January 2007 - June 2008
Raymond James January 2006 - December 2006
US Global Investors February 2004 - June 2005
Various June 1994 - February 2003
Skills
Equity Research, Financial Modeling, Equities, Energy, Financial Analysis, Valuation, Mergers & Acquisitions, Capital Markets, Series 7, Bloomberg, Factset, Portfolio Management, Trading, Oil/Gas, Microsoft Excel, Microsoft Word, PowerPoint, International Business, Hedge Funds, Emerging Markets, Mutual Funds, Private Equity, Investment Banking, Corporate Finance
Education
Stetson University College of Law 2015 — 2019
Doctor of Law (J.D.), International Business, Trade, and Tax Law / M&A
University of Florida - Warrington College Of Business 2003 — 2005
Masters, Business Administration
University of Central Florida 1994 — 1997
Bachelor of Arts, Political Science
RBC Capital Markets July 2015 - Present
RBC Capital Markets February 2015 - July 2015
Scotiabank September 2014 - January 2015
BMO Financial Group November 2012 - March 2013
Skills
C++, Microsoft Excel, Derivatives, Bloomberg
Education
York University 2013 — 2015
Master's Degree, Financial Math
Sun Yat-Sen University 2009 — 2013
Bachelor's degree, Computational Mathematics
Vinyl Interactive June 2013 - Present
Vi Commerce February 2015 - Present
PriceGrabber.com April 2011 - May 2013
Orbo Sports July 2010 - February 2011
Caerus Partners June 2009 - January 2011
RBC Capital Markets July 2007 - August 2009
The Walt Disney Company June 2006 - September 2006
Skills
Analytics, Business Strategy, Product Marketing, Financial Modeling, E-commerce, Start-ups, Financial Analysis, Strategic Planning, Product Development, Microsoft Excel, Business Development, Corporate Development, SEM, Mobile Devices, Cross-functional Team..., SEO, Affiliate Marketing, Mergers & Acquisitions, Entrepreneurship, Strategy, Forecasting, Business Intelligence, Business Analysis, Web Design, Website Development, Online Lead Generation, Strategic Negotiations, Higher Education, Product Management
Education
Stanford University 2003 — 2007
BA, Economics, Psychology
Fidelity Capital Markets 2009 - June 2015
RBC Capital Markets 2006 - 2008
RBC 2004 - 2006
Northwestern Mutual 2002 - 2004
Palmer & Dodge LLP 2000 - 2002
Looney & Grossman LLP 1999 - 2000
Massachusetts Attorney General's Office 1998 - 1999
Skills
Bloomberg, Trading, Equity Trading, Fixed Income, Mutual Funds, Equities, Customer Service, Microsoft Office, Series 63, Series 7, Capital Markets, FINRA, Hedge Funds, Securities, Bonds, Asset Management, Investments
Education
Suffolk University 1996 — 2001
Bachelor of Science (BS), Political Science and Government
Suffolk University - Sawyer School of Management 1996 — 2001
Minor General Business Management, General Business
BNP Paribas March 2015 - Present
RBC Capital Markets October 2012 - March 2015
RBC Capital Markets June 2012 - August 2012
Synergy Wealth Strategies October 2011 - May 2012
Lend America June 2007 - September 2008
Skills
Excel, Word, PowerPoint, Mac, Microsoft Word, Investments, Analysis, Spreadsheets, Financial Analysis, Research, Microsoft Office, Access, Outlook, Data Analysis, Customer Service, Bloomberg Software, US Treasuries, Mortgage Lending, Credit, Leadership, Social Media, Bartending
Education
State University of New York College at Old Westbury
B.A., Politics, Economics & Law
Bank of America Merrill Lynch July 2014 - Present
RBC Capital Markets June 2013 - August 2013
Education
Stanford University 2010 — 2014
CA; B.S, Management Science & Engineering; Financial and Decision Engineering
King's Academy 2007 — 2010
High School
Clean Fund May 2015 - Present
Edison International July 2010 - April 2015
Southern California Edison February 2008 - June 2010
RBC Capital Markets November 2006 - February 2008
First Albany Capital April 2002 - September 2006
Goldman Sachs July 2000 - February 2002
Kosmont Companies 1995 - 1998
Skills
Financial Modeling, Financial Analysis, Ratings, Bonds, Fixed Income, Energy, Finance, Financial Structuring, Analysis, Investor Relations, Securitization, Due Diligence, Portfolio Management, Project Finance
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
M.B.A., Finance
University of California, Los Angeles 1994 — 1996
M.A., Urban Planning
Stanford University 1990 — 1994
B.A., Urban Studies/Public Policy
Polytechnic School 1975 — 1990
RBC Capital Markets June 2015 - Present
Wedbush Securities November 2014 - May 2015
Wedbush Securities December 2013 - November 2014
Self-Employed October 2006 - December 2013
Department of Civil and Environmental Engineering July 2009 - August 2011
Speculative Trading & Arbitrage Team (STAT) September 2010 - June 2011
Millennium Corporate Solutions June 2008 - September 2008
Kingston June 2005 - September 2007
Skills
Financial Modeling, Technical Analysis, Stock Market, Equity Trading, Simulations, C++, DCF Valuation, PowerPoint, Finance, Renewable Energy, Water Treatment, Microsoft Excel, Matlab, Microsoft Word, AutoCAD, Labview
Education
Stanford University 2012 — 2013
Master of Science (MS), Environmental/Environmental Health Engineering
University of California, Irvine 2007 — 2011
Bachelor of Science (BS), Environmental/Environmental Health Engineering, cum laude
Independent Software Development Consultant April 2015 - Present
RBC Capital Markets January 2014 - April 2015
Barclays Investment Bank July 2011 - January 2014
Colgate Palmolive June 2010 - October 2010
NAVAIR July 2009 - August 2009
DiCio Real Estate, LLC May 2008 - August 2008
NAVAIR July 2007 - August 2007
Skills
XML, PHP, JavaScript, Databases, Visual Studio, Java, Linux, MySQL, C++, Perl, Software Development, C, Programming, Unix, SQL, JSP, Web Services, CSS, Distributed Systems, Testing
Education
Stevens Institute of Technology 2007 — 2011
B.S., Computer Science, 3.6/4.0
RBC Capital Markets 2008 - 2013
Fish & Richardson P.C. 2008 - 2008
Equus Computer Systems 2007 - 2008
Frito Lay 2004 - 2007
Doherty Employment Group 2000 - 2004
Coborn's Inc. 1993 - 2000
Skills
Talent Acquisition, Onboarding, HRIS, Employee Relations, Talent Management, Employee Benefits, Performance Management, Applicant Tracking..., HR Policies, PeopleSoft, Meeting Planning, Event Planning, Employment Law, Disciplinary Action, Workers Compensation, Full-life Cycle..., Leave of Absence..., FMLA, ADA compliance, Benefits Administration, Human Resources, Problem Solving, Strategic Planning, Supervision, Management, Vendor Management, Account Management, General Ledger, Compensation & Benefit, Workers' Compensation..., Office Administration, Microsoft Office, ADP Payroll, New Hire Orientations, Recruiting, Interviews, Training, Temporary Placement, Policy, Leadership, College Recruiting, Process Improvement, Screening, Personnel Management, Staffing Services, Screening Resumes, Contract Recruitment, Employee Training, Open Enrollment, Exit Interviews
Education
St. Cloud State University
B.S. Speech Communication, Emphasis in Psychology and Travel/Tourism, 4.0
St. Cloud State University
B.A. French, 4.0
Cara Operations December 2014 - Present
Allgold Creative May 2006 - Present
Hemera Branding August 2013 - May 2014
Goway Travel December 2010 - September 2011
RBC Capital Markets February 2010 - August 2010
eHouse May 2007 - May 2008
Montana Steele Advertising May 2006 - May 2007
Skills
Adobe Creative Suite, Brochure Development, Creative Direction, Design Patterns, Digital Media, Digital Photography, Dreamweaver, Email Design, Freelance Graphics, Graphic Design, Illustrator, Illustration, InDesign, Layout, Logo Design, Mac OS X, Magazine Design, PC, Photoshop, Brochures, Digital Imaging, Image Manipulation, Advertising, OS X, Graphics, Web Design, Art Direction, Posters, Art, Flyers, Corporate Identity
Education
Saint Lawrence College 2003 — 2006
Diploma, Graphic Design
Vaughan Secondary School 1998 — 2002
High School Diploma, General
Robert W. Baird & Co. December 2014 - Present
RBC Capital Markets May 2012 - December 2014
LJA Engineering & Surveying, Inc. January 2003 - May 2012
Turner Industries 1999 - 1999
Skills
Project Execution, Strategic Planning, Project Control, Data Analysis, Negotiation, Leading By Example, Project Management, Financial Modeling, Financial Analysis, Finance, Strategy, Market Research, Due Diligence, Capital Markets, Valuation, Investment Banking, Marketing, Business Development, Series 7, Series 52, Series 63, Series 79, Excel, Proposal Writing, Land Development, MS Project, Management, Microsoft Excel, Construction, Construction Management, Contract Negotiation, Municipalities, Leadership, Civil Engineering, Process Improvement, Petroleum, PowerPoint, Drainage, Analysis, Engineering, Feasibility Studies, Road, Project Estimation, Contract Management
Education
University of Houston, C.T. Bauer College of Business 2010 — 2012
Executive Master of Business Administration (EMBA), Leadership / Management, 3.93/4.0
Texas A&M University 1997 — 2002
BS, Civil Engineering
RBC Capital Markets August 2011 - Present
Movado Group, Inc. January 2010 - May 2010
Barclays Capital September 2008 - December 2008
Lehman Brothers January 2008 - May 2008
Skills
Business Analysis, Project Management, SAP, Data Analysis, Requirements Analysis, Process Improvement, SQL, Project Planning, Requirements Gathering, Systems Engineering, Business Intelligence, OBIEE, Microstrategy, Tableau, Business Continuity..., Fixed Income, Analysis, Risk Management, Visio
Education
Stevens Institute of Technology 2006 — 2011
B.E., Engineering Management
RBC Capital Markets August 2014 - Present
ExxonMobil January 2012 - July 2014
Halliburton May 2011 - August 2011
Frontier Camp August 2009 - August 2010
Eastman Chemical Company January 2010 - May 2010
Skills
Reservoir Engineering, Reservoir Simulation, Process Simulation, C#, PHP, .NET, Java, Pipelines, Upstream
Education
Texas A&M University 2007 — 2011
B.S., Chemical Engineering, Business Administration Minor
Cy-Fair High School
Autonomous Research LLP February 2015 - Present
RBC Capital Markets December 2011 - February 2015
Ramius Capital Group June 2011 - August 2011
Skills
Financial Modeling
Education
Syracuse University 2007 — 2011
Bachelor of Science, Finance; Economics
eSportsPools June 2015 - Present
Askott Entertainment June 2015 - Present
AZUBU March 2015 - June 2015
BroadbandTV January 2013 - July 2014
BroadbandTV June 2013 - March 2014
BroadbandTV January 2013 - June 2013
ViewsIQ July 2011 - November 2012
ViewsIQ July 2011 - January 2012
University of Toronto 2010 - 2011
RBC Capital Markets 2008 - 2008
Education
University of Toronto
BBA, Marketing / International Business
Stanford University
Pricewaterhousecoopers January 2011 - Present
RBC Capital Markets July 2009 - December 2010
Margolin, Winer & Evens LLP May 2008 - April 2009
KPMG July 2003 - April 2008
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2003
MS, Accounting
St. John's University, The Peter J. Tobin College of Business 1998 — 2001
BS, Accounting
Islamabad School of Arts and Sciences 1996 — 1998
O Levels
Xerox April 2013 - Present
Xerox February 2011 - April 2013
AiB Consulting January 2010 - December 2010
Xerox June 2010 - August 2010
Ricoh Business Solutions September 2008 - July 2009
Achieve Mortgage, LLC October 2004 - August 2008
Alpine Affiliates December 2002 - October 2004
RBC Capital Markets May 2000 - December 2001
Skills
Business Planning, Customer Relations, Contract Management, Management Consulting, Product Marketing, Marketing Research, Relationship Marketing, Telemarketing, Sales Operations, Sales Management, Channel Marketing, Channel Management, Channel Programs, Essbase, QlikView, Microsoft Excel, PowerPoint, Marketing, Multi-channel Marketing, Strategy, Marketing Strategy, Channel Partners, Channel, Business Development, Customer Service, Competitive Analysis, Strategic Planning, Management, Business Strategy, Market Analysis, Sales, Product Development, Go-to-market Strategy, Enterprise Software
Education
Texas A&M University - Mays Business School 2009 — 2011
Master of Business Administration, MBA
University of Wisconsin-Madison - School of Business 2001 — 2002
Bachelor of Business Administration, Marketing
Mounds View High School 1995 — 1999
J.P. Morgan March 2015 - Present
International Computer Consulting, Inc. September 1991 - Present
TD Securities April 2014 - March 2015
RBC Capital Markets November 2011 - April 2014
Credit Suisse April 2010 - November 2011
HSBC September 2007 - April 2010
HSBC Securities September 2007 - April 2010
Credit Suisse August 2005 - August 2007
Premcor Refining group March 2005 - July 2005
Pfizer June 2003 - February 2005
Skills
Fixed Income, Equities, Business Analysis, SDLC, Requirements Gathering, Risk Management, PMO, Business Process..., Software Project..., Visio, Project Portfolio..., Financial Services, Business Process..., Change Management, Process Improvement, Requirements Analysis, Program Management, German, Greek, Liquidity Risk, Compliance, Trade Surveillance, Commercial Lending, Management Consulting, Derivatives, Regulatory
Education
Stanford University 1986 — 1991
Bachelor of Arts and Science
RBC Capital Markets April 2015 - Present
CHAMELEASOFTWARE April 2007 - Present
Ontario Teachers' Pension Plan May 2014 - January 2015
BMO Nesbitt Burns March 2013 - April 2014
Scotiabank August 2012 - February 2013
GMP Securities August 2011 - July 2012
eHealth Ontario March 2011 - August 2011
BMO Capital Markets August 2009 - February 2011
ITG Canada February 2007 - August 2009
Hewlett Packard March 2006 - February 2007
Skills
UML, SQL, Software Development, Business Analysis, Requirements Analysis, XML, Requirements Gathering, Oracle, SDLC, Integration, Sybase, Microsoft SQL Server, Java Enterprise Edition, PL/SQL, Databases, C#, Trading Systems, Data Modeling, Business Intelligence, Business Requirements, SOA, Java, Agile Methodologies, Enterprise Architecture, Unix, C++, Data Warehousing, ETL, Design Patterns, JavaScript, Software Project..., Fixed Income, Agile Project Management, Shell Scripting, JSP, JBoss Application Server, Derivatives, Project Management, Architecture, Solaris, Systems Analysis, Quality Assurance, Ant, EJB, Financial Markets, Capital Markets, IntelliMatch, SunGuard technologies, Charles River IMS
Education
Technion - Israel Institute of Technology
B.Sc, Engineering
RBC Capital Markets September 2012 - Present
Morgan Stanley October 2005 - September 2012
Morgan Stanley (ThruPoint) September 2002 - October 2005
Orange Business Services (ThruPoint) April 2002 - August 2002
Goldman Sachs (ThruPoint) July 2000 - March 2002
Skills
Data Center, Low Latency, Market Data, Disaster Recovery, Vendor Management, IT Strategy, ITIL, Cisco Technologies, IT Management, PMP, Trading Systems, Program Management, Infrastructure, Integration, Network Architecture, Network Security, Electronic Trading, Routing, Service Delivery, Telecommunications
Education
Stevens Institute of Technology 1996 — 2000
B.E., Computer Engineering
RBC Capital Markets April 2015 - Present
Goldman Sachs August 2011 - April 2015
Friedman Kaplan Seiler & Adelman LLP September 2007 - June 2011
Simpson Thacher & Bartlett LLP 2004 - 2007
Skills
Intellectual Property, Litigation
Education
Stanford University Law School 2000 — 2003
Doctor of Law (J.D.)
Yale University 1995 — 1999
Bachelor of Arts (B.A.)
RBC Capital Markets August 2013 - Present
Deutsche Bank 1999 - 2013
Moodys Investor Services 1998 - 1999
Skills
Leveraged Finance, Capital Structure, Debt Structuring, High Yield, Credit, Investment Banking, DCM, Distressed Debt, M&A experience, Excel, Bloomberg, Modeling, Microsoft Office, Loans, Word, PowerPoint, Bonds, Capital Markets, Corporate Credit, Corporate Finance, Credit Analysis, Financial Statement..., Fixed Income Analysis, Ratings Advisory, Rating Agency Relations, Ratings, Financial Modeling, Credit Research, Credit Modeling, Credit Scoring, Credit Rating, Debt Restructuring, Microsoft Excel, Banking
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 1999
BS, Finance and Management Information Systes, (cummulative GPA 3.982)
BMO Capital Markets April 2012 - Present
Oppenheimer & Co. March 2009 - April 2012
Merrill Lynch August 2005 - January 2009
Piper Jaffray May 2000 - May 2005
George K. Baum & Company January 1999 - May 2000
Dougherty & Company LLC December 1997 - December 1998
RBC Capital Markets 1993 - 1997
William O'Neil + Co. Inc. 1990 - 1993
Skills
Series 7, Series 63, Series 65, Series 24, Equity Research, Investments, Securities, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Capital Markets, Asset Allocation, Equities, Portfolio Management, Financial Markets, Asset Management
Education
St. Cloud State University 1984 — 1988
Bachelor of Science (BS), Finance, General
RBC Capital Markets January 2014 - Present
RBC Capital Markets October 2012 - December 2013
RBC Capital Markets February 2010 - October 2012
R2 Financial Technologies October 2007 - February 2010
CardOne Plus August 2006 - September 2007
HOT Telecom April 2005 - May 2006
The Open University June 2002 - August 2004
Skills
Microsoft SQL Server, C#, .NET, Web Applications, XML, ASP.NET, Software Development, Crystal Reports
Education
University of Amsterdam 2004 — 2005
M.Sc., Mathematics, Computer Science, Education
Tel Aviv University 1995 — 1999
B.Sc., Mathematics and Computer Science
RBC Capital Markets March 2014 - Present
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.)/Bond Street December 2013 - March 2014
Geller & Company June 2011 - July 2013
UHY Advisors January 2007 - February 2009
Dresdner Kleinwort Wasserstein 2004 - 2007
Deutsche Bank 2000 - 2004
Skills
Talent Acquisition, Applicant Tracking..., Employee Relations, Recruiting, Onboarding, Strategy, HRIS, Interviews, Management, Temporary Placement, College Recruiting, Human Resources, Training, Performance Management, Employee Benefits, Internet Recruiting, Management Consulting, Deferred Compensation, Leadership, Employee Engagement, Talent Management, Benefits Administration, Personnel Management, PeopleSoft
Education
Syracuse University 1994 — 1998
BA, Political Science
Jaftex Corporation July 2014 - Present
G-2 trading October 2009 - July 2014
RBC Capital Markets October 2008 - October 2009
Education
Syracuse University 1988 — 1992
Bachelor of Science (BS), Marketing
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Bachelor of Science (BS), Marketing
RBC Capital Markets December 2007 - Present
RBC Wealth Management 2007 - Present
Education
St. Olaf College 2002 — 2006
RBC Capital Markets August 2014 - Present
Goldman Sachs October 2007 - August 2014
Bear, Stearns & Co. Inc. May 2001 - October 2007
UBS March 2000 - May 2001
Standard & Poor's 1988 - 2000
Skills
Fixed Income, High Yield, Hedge Funds, Credit Derivatives, Capital Markets, Alternative Investments, Credit Analysis, Equities, Investment Banking, Leveraged Finance, Bonds, Corporate Finance, Derivatives, Valuation, Bloomberg, Structured Products, Financial Modeling, Financial Structuring, Private Equity, Credit Risk, Emerging Markets, Structured Finance, Equity Research, Securitization, Equity Derivatives
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1994
MBA, International Finance
St. John's University, The Peter J. Tobin College of Business 1984 — 1988
BS, Finance
J.P. Morgan October 2014 - Present
Credit Suisse June 2011 - October 2014
RBC Capital Markets April 2007 - June 2011
Freeborders August 2001 - March 2007
Lante May 1999 - June 2001
Salomon Smith Barney October 1996 - May 1999
PepsiCo November 1994 - October 1996
KPMG Peat Marwick October 1991 - November 1994
Keane August 1989 - October 1991
Skills
SDLC, Capital Markets, Derivatives, Business Analysis, Fixed Income, Investment Banking, Program Management, Analysis, PMO, Project Management, IT Strategy, Equities, Trading Systems, Risk Management, Business Requirements, CRM, Business Process, Management Consulting
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Marketing, Int'l Business
State University of New York College at Plattsburgh 1984 — 1989
BS, Computer Science
Self Employed June 2012 - August 2013
CL King & Associates April 2011 - June 2012
SSG Management, LLC February 2010 - March 2011
TPG Credit Management February 2008 - July 2009
RBC Capital Markets July 2007 - January 2008
RBC Capital Markets March 2006 - June 2007
RBC Dain Rauscher December 2001 - November 2005
Skills
Fixed Income, Investments, Trading, Bloomberg, Hedge Funds, Securities, Capital Markets, Options, Financial Markets, Series 63, FINRA, Equities, Financial Modeling, Asset Managment, Series 7, Alternative Investments, Portfolio Management, Valuation, Financial Analysis, Derivatives, Mutual Funds, Corporate Finance, Equity Research, Investment Management
Education
St. Olaf College 1997 — 2001
Bachelor of Arts (BA), Economics
Massachusetts Municipal Wholesale Electric Company (MMWEC) December 2010 - Present
Balance Sheet Solutions, LLC February 2007 - December 2010
Merrill Lynch February 2006 - February 2007
RBC Capital Markets 1999 - 2006
Smith Barney 1998 - 1999
Skills
Power, Energy, Financial Markets, Derivatives, Risk Management, ALM, Fixed Income
Education
State University of New York College at Plattsburgh 1994 — 1998
Economics
Energy Solutions July 2015 - Present
Standard & Poor's March 2011 - April 2015
RBC Capital Markets July 2010 - March 2011
Standard & Poor's August 2007 - June 2010
Public Financial Management July 2005 - August 2007
Skills
Capital Markets, Bonds, Fixed Income, Valuation, Bloomberg, Financial Modeling, Derivatives, Securitization, Structured Finance, Financial Structuring
Education
University of California, Berkeley 2003 — 2005
MS/MCP, Civil Engineering/City Planning
Texas A&M University 1999 — 2003
BS, Civil Engineering
RBC Capital Markets November 1995 - November 2009
Education
St. Cloud State University 1991 — 1995
nabSecurites December 2004 - Present
National Australia Bank April 1996 - Present
Lloyds Banking Group April 1994 - April 1996
RBC Capital Markets March 1993 - April 1994
Skills
Business Planning, Venture Capital, Capital Markets, Fixed Income, Structured Finance, Derivatives, FX Options, Banking, Credit Risk, Financial Markets, Credit Analysis, Investment Banking, Financial Risk, Portfolio Management, Bonds, Hedge Funds, Risk Management, Rates, Interest Rate..., Equities, Market Making, Market Risk, Financial Services, Financial Structuring, Corporate Finance, Trading, Securities, Structured Products
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
State University of New York at Stony Brook 1984 — 1988
B.S., Economics & Applied Mathematics, Magna Cum Laude
AmeriLife & Health Services January 2015 - Present
Globalserve Title Agency Corp. July 2013 - Present
G-2 Trading September 2010 - March 2014
RBC Capital Markets 2006 - 2008
Skills
Series 7, Equities, Hedge Funds, Equity Trading, Series 63, Electronic Trading, Alternative Investments, Bloomberg, Trading, Options, Securities, Trading Systems, Capital Markets, Derivatives, Investment Banking, ETFs, Commodity, Investments, Financial Markets, FINRA, Mutual Funds, Proprietary Trading, Strategic Financial..., Financial Services, Real Estate Transactions, Retirement, Equity Research, Loans, Portfolio Management, Wealth Management
Education
State University of New York College at Oneonta 1985 — 1989
B.S. Of Business & Economics, Business/Economics
RBC Capital Markets April 2015 - Present
JP Morgan October 2010 - April 2015
Barclays Capital September 2009 - October 2010
BMO Capital Markets July 2005 - June 2009
UBS 2000 - 2005
Paine Webber 1998 - 2000
Skills
Equities, Business Analysis, Management, Trading Systems, Derivatives, Analysis, Strategy, Vendor Management, Series 7, Series 63
Education
Syracuse University 1994 — 1998
Bachelor of Science (BS), Finance & Marketing
Charles Schwab Advisor Services August 2007 - Present
LarsonAllen Financial March 2004 - August 2007
RBC Capital Markets 2000 - 2004
RBC Dain Rauscher 1996 - 2000
Education
St. Cloud State University 1994 — 1996
BS, Management
University of Minnesota Duluth 1990 — 1993
RBC Capital Markets October 2011 - Present
Lancaster Pollard 2008 - October 2011
Skills
Apartments, LIHTC, Tax Credits, Property, Affordable Housing, Real Estate Economics, Asset Management, Analysis, Real Estate Development, Commercial Real Estate, Strategic Planning, Real Estate Financing, Real Estate
Education
Taylor University 1988 — 1992
Bachelor of Arts, Business Administration
Tippecanoe High School
Greater Los Angeles Area August 2015 - Present
City of Long Beach March 2013 - August 2015
North Orange County Community College District January 2013 - March 2013
RBC Capital Markets April 2011 - August 2012
Barclays Capital July 1997 - April 2011
Skills
Public Finance, Fixed Income, Capital Markets, Financial Structuring, Bonds, Securities, Financial Modeling, Investments, Due Diligence, Municipalities, Municipal Bonds, Financial Analysis, Economics, Investment Banking, Structured Finance, Securitization, Bloomberg, Project Finance, Series 7
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1997
MBA, Finance and Real Estate
Stanford University 1987 — 1992
Bachelor of Science, Industrial Engineering
Stanford University 1987 — 1992
Bachelor of Arts (B.A.), Political Science
Tilden Park Capital Management August 2013 - Present
RBC Capital Markets May 2011 - August 2013
BlackRock July 2003 - June 2011
IBM Global Services 2002 - 2003
Cendant 1999 - 2003
Cendant Corporation (AVIS) 1999 - 2003
Skills
Disaster Recovery, Market Data, Trading Systems, Vendor Management, Enterprise Architecture, Unix, Data Center, IT Strategy, Solaris
Education
Syracuse University 1995 — 1999
B.S., Computer Science
Accenture February 2014 - Present
Colesbury Capital August 2011 - January 2013
Mizuho Securities USA May 2010 - August 2011
TheInfoPro November 2008 - November 2009
The Basic Industries Group, LLC October 2006 - October 2008
Soleil Securities October 2003 - October 2006
RBC Capital Markets May 1999 - December 2002
UBS Investment Bank February 1997 - July 1998
Deutsche Bank March 1992 - February 1997
Brown Brothers Harriman 1987 - 1992
Skills
Investor Relations, Equities, Customer Relations, Team Leadership, Series 7, Financial Analysis, Securities, Investments, Capital Markets, Venture Capital, Private Equity, Client Service, Equity Research, Financial Services, Customer Service, Risk Management, Portfolio Management, Valuation, Strategy, Fixed Income, Financial Modeling, Bloomberg, Hedge Funds, Alternative Investments, Market Research, Mutual Funds, Equity Trading, Trading, Financial Markets, Business Planning, Due Diligence, Asset Management, Relationship Management, Business Development, Investment Banking, Analysis, Mergers & Acquisitions, Product Management, Institutional..., CRM, Start-ups, Finance, Derivatives, Emerging Markets, Series 63, Options, Equity Valuation, Management, Investment Strategies, Corporate Finance
Education
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
B.S., Finance and Marketing
Deerfield Management March 2010 - Present
RBC Capital Markets March 2009 - March 2010
Banc of America Securities March 2005 - January 2009
Bank of America 2005 - 2009
Blumberg Capital 2004 - 2005
Bear Stearns March 2003 - February 2004
Goldman Sachs December 1992 - February 2003
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Fianance/Intl Finance
Stony Brook University 1985 — 1989
BA, Economics/Intl Economics
RBC Capital Markets July 2013 - Present
UBS Investment Bank July 1997 - May 2013
Skills
Equities, Investment Banking, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equity Derivatives, Equity Research, Equity Trading, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Options, Securities, Series 7, Trading, Trading Systems, Valuation
Education
St. Lawrence University 1988 — 1991
BA, Political Science and Government
Facebook January 2014 - Present
RBC Capital Markets July 2011 - December 2013
Microsoft Corporation April 2009 - September 2010
SugarSync June 2008 - August 2008
Goldman Sachs June 2007 - August 2007
Skills
Software Development, Trading, Machine Learning, JavaScript
Education
Stanford University 2009 — 2011
MS, Management Science & Engineering
Stanford University 2005 — 2009
BS, Electrical Engineering
Montgomery Blair HS
RBC Wealth Managment June 2009 - Present
RBC Wealth Management 2009 - Present
RBC 2008 - Present
RBC Capital Markets 2009 - April 2009
NOVON Consulting 2008 - 2008
Piper Jaffray 1986 - 2006
Education
St. Cloud State University 1982 — 1986
BS, Fiance
FBN Securities January 2012 - Present
Beacon Trust Company July 2010 - May 2011
TFG Trading Matrix January 2010 - July 2010
Quest Partners LLC April 2008 - January 2010
RBC Capital Markets 2006 - 2008
J. Goldman & Co. 2004 - 2005
Lehman Brothers 2001 - 2004
Price Waterhouse 1992 - 1997
Skills
Equity Trading, Portfolio Management, Program Trading, Trading System, Marketing Strategy, Hedge Funds, Equities, Trading, Equity Research, Options, Alternative Investments, Proprietary Trading, Bloomberg, Trading Systems, Electronic Trading, Global Macro, ETFs, Derivatives, Fixed Income, Trading Strategies
Education
University of Pennsylvania - The Wharton School 1999 — 2001
M.B.A., Finance
Stanford University 1988 — 1992
B.S., Mathematical and Computational Science
Spring Valley Senior High school
Smithey and Boykin, wordsmitheys April 2000 - Present
RBC Capital Markets August 2003 - October 2010
Education
Temple University - Fox School of Business and Management 1980 — 1985
MBA, Marketing Management
Advent Capital Management February 2005 - Present
RBC Capital Markets March 2003 - January 2005
Citco Fund Services July 2001 - March 2003
Skills
Alternative Investments, Hedge Funds, Bloomberg, Fixed Income, Middle Office, Derivatives, Fund Of Funds, Equities, Asset Management, Bonds, Securities, Fund Accounting, Private Equity, Fund Administration, Credit Derivatives
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2000
BS, Accounting
RBC Capital Markets July 2014 - Present
Deutsche Bank Securities May 2010 - June 2014
Morgan Stanley 1998 - 2008
Education
St. Lawrence University
Visa October 2014 - Present
Visa August 2012 - Present
Visa April 2011 - August 2012
RBC Capital Markets June 2009 - May 2011
Lazard Freres & Co. June 2008 - August 2008
Citigroup June 2007 - August 2007
Skills
Strategic Financial..., Entrepreneurship, Investment Banking
Education
Stanford University 2005 — 2009
B.A., Economics
RBC Capital Markets September 2009 - Present
UBS July 2007 - September 2009
TELUS November 2006 - June 2007
Amdocs November 2000 - November 2006
Softfield Research Ltd. July 1999 - November 2000
Skills
Unix, Linux
Education
St. Andrew's College
University of Toronto
B. Sc. (Hons), Actuarial Science, Statistics & Computer Science
New York Life Insurance Company November 2013 - Present
Avon November 2011 - November 2012
RBC Capital Markets March 2010 - November 2011
TIAA-CREF February 2008 - July 2008
JP Morgan Chase January 2007 - December 2007
JP Morgan Chase February 2005 - December 2006
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Onboarding, Taleo, Human Resources, New Hire Orientations, Interviews, Sourcing, Talent Management, Customer Service, Goal-oriented..., Vendor Management Skills, New Hire Processes, Training, Leadership, Temporary Staffing
Education
St. Joseph's College 2006 — 2010
BS, Organizational Management
RBC Capital Markets May 2014 - Present
Wells Fargo Securities December 2012 - April 2014
UBS Wealth Management August 2012 - November 2012
RBC Capital Markets February 2003 - July 2012
ADP January 2001 - February 2003
RBC Dominion Securities February 1996 - December 2000
RBC Dominion Securities June 1995 - January 1996
Harris Associates June 1991 - June 1995
NatWest Securities Corp May 1986 - May 1991
ADP May 1978 - May 1986
Skills
Change Management, Process Improvement, Strategic Planning, Program Management, Project Management, Business Strategy, Team Building, Risk Management, Integration, Leadership, Requirements Analysis, Management, Vendor Management, Visio, Negotiation, Software Project..., Team Leadership, Requirements Gathering, Analysis, IT Strategy, SDLC, Strategy, CRM, Financial Analysis, Project Planning, Business Development, Mergers & Acquisitions, Outsourcing, Portfolio Management, Operations Management, Business Intelligence, Equities
Education
St. Francis College 1972 — 1976
BA , AAS, Economics, Computer Science
Xaverian HS 1968 — 1972
IEX Group, Inc. June 2015 - Present
IEX Group, Inc. March 2012 - June 2015
RBC Capital Markets December 2011 - December 2011
RBC Capital Markets July 2009 - December 2011
RBC Capital Markets June 2008 - September 2008
MedImmune 2005 - 2007
Education
Stanford University 2005 — 2009
BS, Mathematical and Computational Science
Cantor Fitzgerald November 2013 - Present
RBC Capital Markets September 2011 - November 2013
MF Global January 2009 - September 2011
Credit Suisse June 2007 - November 2008
Skills
Fixed Income, Middle Office, Equities, Capital Markets, Trading, Investment Banking, Financial Markets, Financial Analysis, Securities, Operational Risk, Bloomberg, Collateral Management, Prime Brokerage, Settlement, Trading Systems, Back Office, Securities Lending, Corporate Actions, Financial Services, Equity Derivatives, Equity Trading, Investments, Bonds, Structured Products, Alternative Investments, Electronic Trading, Financial Risk, Interest Rate...
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2007
Bachelor's degree, Finance
Arbor Capital Management, LLC December 2005 - Present
U.S. Energy Services June 2003 - December 2005
RBC Capital Markets 1997 - 2003
Skills
Equities, Trading, Equity Trading, Bloomberg, Technical Analysis
Education
University of Saint Thomas - School of Business 2003 — 2007
MBA, Finance
St. Cloud State University 1991 — 1995
bachelor, Finance, Economics
George K. Baum & Company June 2012 - Present
Raymond James Financial Inc. January 2009 - June 2012
RBC Capital Markets October 2002 - December 2008
Skills
Microsoft Office, Management, Microsoft Excel, Strategic Planning, Leadership, PowerPoint, Microsoft Word, Business Strategy, Investment Banking, Valuation, Asset Management, Equities, Finance, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Due Diligence
Education
The University of Texas at Austin 1983 — 1984
Master of Business Administration (M.B.A.), Finance, General, 3.92
Texas A&M University 1978 — 1982
Bachelor of Science (B.S.), Chemical Engineering
EY March 2013 - February 2014
RBC Capital Markets April 2011 - March 2013
Bank of America August 2007 - April 2011
Cantor Fitzgerald September 2001 - February 2002
Cantor Fitzgerald June 1995 - September 2001
Lehman Brothers January 1995 - June 1995
Skills
Derivatives, Swaps, Capital Markets, Investment Banking, Fixed Income, Securities, Financial Services, Bonds, Hedge Funds, Trading, Credit, Equities, Banking, Bloomberg, Expenses, P&L
Education
Texas A&M University-Kingsville 1991 — 1995
BS, Int'l Business, Finance, Poli Sci, French
BMO Capital Markets August 2008 - Present
BMO Capital Markets May 2005 - July 2008
JPMorgan 1999 - 2004
RBC Capital Markets 2002 - 2003
Education
University of New Brunswick 1996 — 1998
MBA, Finance
St. Francis Xavier University
PACIOLI OPERATIONS CORP December 2003 - Present
RBC Capital Markets 2007 - 2008
Various Firms May 2001 - December 2003
Skills
Reconciliations, General Ledger, Account Reconciliation, Journal Entries, Accruals, Fixed Assets, Financial Accounting, Variance Analysis, Cash Management, Balance, Accounting, Spreadsheets, Accounts Payable, Year End Accounts
Education
St. Catherine University
Accounting
University of Minnesota - Carlson School of Management
BSB, Finance and Marketing
RBC Capital Markets August 2010 - Present
Skills
Computer Hardware, SCCM, Active Directory, DHCP, Windows 7, XP, Windows Server, Troubleshooting, Help Desk Support, Data Center, Laptops, VPN, Network Administration, Windows XP, Servers, Cisco Technologies, Disaster Recovery, Windows, Networking
Education
State University of New York Empire State College 2013 — 2017
Bachelor's degree
Per Scholas Institute of Technology 2009 — 2009
Aetos Capital August 2010 - Present
RBC Capital Markets July 2007 - July 2010
Skills
Financial Modeling, Hedge Funds, Investment Banking, Bloomberg, Investments, Institutional..., Corporate Finance, Valuation, Private Placements, Private Equity, Alternative Investments, Capital Markets, Asset Management, Portfolio Management, Equities, Equity Research, Financial Analysis, Venture Capital, Due Diligence, Financial Structuring, Investment Management, Securities
Education
Stanford University 2005 — 2007
B.A., B.A. Economics, B.A. Philosophy
RBC Capital Markets October 2012 - Present
Lazard June 2010 - June 2012
Connective Capital Management, LLC September 2009 - May 2010
Brownson, Rehmus & Foxworth July 2008 - July 2009
Skills
Finance, Investments, Financial Modeling, Financial Analysis, Equities, Valuation, Microsoft Excel, Corporate Finance
Education
Stanford University 2004 — 2008
B.A., Economics
stifel nicolaus February 2013 - Present
Stifel Nicolaus 2006 - February 2013
Commerce Bank October 2005 - May 2006
RBC Capital Markets 2003 - 2005
FTN Financial 2002 - 2003
A.G. Edwards & Sons, Inc. 1984 - 2002
Skills
Series 7, Fixed Income, Capital Markets, Bonds, Investments, Bloomberg, Trading, Series 63
Education
St. Mary's University 1980 — 1984
Bachelor of Science (BS), Finance, General
KeyBanc Capital Markets May 2013 - Present
Franklin Templeton Investments May 2010 - March 2013
RBC Capital Markets August 2008 - March 2009
RBC Capital Markets May 2006 - September 2006
Piper Jaffray May 2004 - August 2004
Skills
Sales, Bloomberg, Equities, Investments, Fixed Income, Alternative Investments, Asset Managment, FINRA, Portfolio Management, Wealth Management, Investment Strategies, Mutual Funds, Financial Analysis, Bonds, Series 7, Asset Allocation, Series 63, Capital Markets, Electronic Trading, Loans, Bloomberg Terminal, Trading
Education
Stetson University 2003 — 2008
BA, Finance
The Blake School
Houlihan Lokey January 2014 - Present
RBC Capital Markets August 2005 - November 2013
Huron Consulting Group August 2002 - August 2005
Andersen Corporate Finance November 1998 - July 2002
Skills
Business Valuation, Mergers, Private Equity, Restructuring, Valuation, Financial Services, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance
Education
Texas A&M University 1989 — 1994
Bachelors, Accounting and Finance
RBC Capital Markets April 2015 - Present
EY July 2014 - April 2015
KPMG October 2013 - July 2014
Office of the Comptroller of the Currency January 2012 - October 2013
UBS Wealth Management September 2011 - December 2011
St. John's University September 2010 - December 2011
Skills
Finance, Investments, PowerPoint, Management, Portfolio Management, Social Networking, Social Media Marketing, Analysis, Research, Public Speaking, Financial Analysis, Investment Strategies, Equities, Financial Modeling, Risk Management, Valuation, Bloomberg Terminal, Credit Analysis, Economics
Education
St. John's University 2010 — 2012
M.B.A., Finance
St. John's University 2006 — 2010
B.S., Economics
American Helios Constructors, LLC August 2012 - Present
Tennessee Valley Infrastructure Group August 2009 - Present
RBC Capital Markets 2001 - 2009
Dain Rauscher Wessels April 2000 - January 2001
Stephens Inc. October 1997 - January 2000
Alex. Brown & Sons April 1988 - October 1997
Morgan Stanley & Co. August 1981 - March 1988
United States Navy---Nuclear Submarine Officer March 1973 - July 1979
Skills
Financial Modeling, Due Diligence, Valuation, Investment Banking, Mergers & Acquisitions, Corporate Finance, Investments, Capital Markets, Venture Capital, Management, Strategic Planning, Financial Analysis, Private Equity, Corporate Development, Equities, Renewable Energy, Asset Management, Energy, Business Strategy
Education
Stanford Graduate School of Business 1979 — 1981
MBA
United States Naval Academy 1967 — 1971
BS, Mechanical Engineering
RBC Capital Markets February 2015 - Present
RBC Capital Markets January 2010 - February 2015
Citi 2007 - 2010
Skills
Trading Systems, Program Trading, Bloomberg, Market Data, Equities, Derivatives, Electronic Trading, Series 7, Series 63, Series 55, Risk Management
Education
Stony Brook University 2003 — 2007
Bachelor of Science (B.S.), Computer Science
North HUnterdon High School
RBC Capital Markets January 2014 - Present
RBC Capital Markets June 2009 - December 2013
Stony Brook University 2005 - 2009
Skills
Customer Service, Microsoft Excel, Fixed Income, Capital Markets, Business Analysis, Financial Analysis, Derivatives, Series 7, Series 63, Financial Modeling
Education
NYU Stern School of Business 2013 — 2016
Master of Business Administration (MBA)
State University of New York at Stony Brook 2005 — 2009
BS/BA, Business Finance / Economics
Facebook January 2014 - Present
Packt Publishing January 2012 - Present
RBC Capital Markets April 2012 - January 2014
Morgan Stanley June 2011 - April 2012
DRW Trading Group June 2010 - September 2010
BillShrink, Inc June 2009 - May 2010
Stanford Center June 2008 - June 2009
Skills
Java, R, Data Mining, Statistics, Mathematics, Machine Learning, Fixed Income, Trading, Options, Volatility, Bloomberg, Derivatives, Programming, Quantitative Finance, Databases, Computer Science
Education
Stanford University 2010 — 2011
MS, Management Science & Engineering
Stanford University 2010 — 2011
Minor, Statistics
Stanford University 2007 — 2011
BSH, Mathematical Computational Science
RBC Capital Markets April 2015 - Present
RBC Capital Markets February 2014 - April 2015
RBC Capital Markets January 2012 - February 2014
RBC Capital Markets May 2010 - January 2012
Skills
Valuation, Microsoft Excel, Financial Analysis, Corporate Finance, Financial Reporting, Financial Accounting, Internal Controls, Finance, Bloomberg, Capital Markets, Financial Modeling, Investment Banking, Investments, Microsoft Office, Fixed Income, Equities, Series 7
Education
St. Cloud State University - Herberger Business School 2008 — 2010
Master of Business Administration (MBA), Finance
St. Cloud State University 2004 — 2008
Bachelor's degree, Education
RBC Capital Markets November 2014 - Present
Barclays May 2004 - November 2014
Nadan & Associates 2000 - 2004
Becton Dickinson & Co 1998 - 2000
FDA 1997 - 1998
Skills
Business Analysis, Commodity, SDLC, Trading Systems, Project Management, Process Improvement, Commodity Markets, Project Delivery, Market Risk, Openlink, Six Sigma, Analysis, Management, Risk Management, ETRM, Middle Office, Change Management, Leadership, Market Data, Governance, Process Optimization, Resource Management, Investment Banking, Derivatives, IT Strategy, Back Office, Dodd-Frank, Requirements Gathering, Steering, Coaching, Cross-functional Team..., PMO, Vendor Management, Financial Services, Software Project..., Business Requirements, Requirements Analysis, Big Data, Program Management, Stakeholder Management, Project Planning, Team Leadership, Hadoop, Oracle
Education
St. Mary's College of Maryland 1993 — 1997
Bachelor's degree, Chemistry
RBC Capital Markets October 2007 - Present
UBS Investment Bank 1998 - 2007
Skills
Fixed Income, Investment Banking, Derivatives, Municipal Bonds, Front Office Trading..., Back Office, Front Office, Front to Back Office, Middle Office, Microsoft Office, DTC, Administrative..., Office Administration, Access Database
Education
State University of New York at New Paltz 1992 — 1995
Bachelor, French & Spanish
Rabobank International October 2008 - Present
Rabobank International November 1998 - October 2008
Rabobank International October 1995 - October 1998
Rabobank International June 1993 - October 1995
RBC Capital Markets February 1987 - June 1993
Education
State University of New York at Buffalo - School of Management 1985 — 1986
MBA, Finance
State University of New York at Buffalo - School of Management 1981 — 1985
BS, Accounting / Finance
Dealogic October 2014 - Present
Dealogic July 2014 - August 2014
Cahill Gordon & Reindel October 2013 - June 2014
Liquidnet March 2013 - October 2013
UNICEF January 2012 - March 2013
RBC Capital Markets April 2008 - January 2012
Bright Star Couriers October 2007 - April 2008
Kips Bay Boys and Girls Club June 1999 - August 2007
Skills
Customer Service, Computer Proficiency, Microsoft Excel, PowerPoint, Microsoft Office, Communication, Problem Solving, Multi Tasking, Microsoft Word, Administrative..., Supervising, Computer Science, Teamwork, Time Management
Education
State University of New York College at Buffalo 2003 — 2005
A.S., Computer Information
RBC Capital Markets July 2012 - Present
Bank of America Merrill Lynch January 2012 - June 2012
NTT DATA Vertex September 2010 - December 2011
Wirecard AG December 2009 - August 2010
Wirecard AG October 2007 - November 2009
Skills
Software Automation, Quality Assurance, QTP, Automation Testing Lead, SQL, VBScript, Test Automation, Manual Testing, Requirements Analysis, Test Planning, Test Cases, Regression Testing, Test Management, Software Quality..., Testing, User Acceptance Testing, Quality Center, Performance Testing, Test Strategy, Defect Tracking, Integration Testing, Agile Testing, JIRA, System Testing, HP Quality Center, HP QTP
Education
HP software education services 2009 — 2009
Certificate, HP Quick Test Professional course
Canadian Technology College 2007 — 2007
Certificate, The software quality assurance tester
State University 'Lviv Polytechnics' 1997 — 2002
Bachelor, Computer science
Green Line Financial Ltd. September 2010 - Present
Safe Harbor Financial Solutions October 2006 - September 2010
Powerage Trading LLC January 2005 - October 2006
RBC Capital Markets March 1992 - October 2004
Skills
Series 7, Series 63, Securities, Equities, Proprietary Trading, Equity Trading, Mutual Funds, Investments, Asset Allocation, Investment Strategies, FINRA, Alternative Investments, Retirement Planning, Asset Management, Investment Advisory
Education
St. Cloud State University 1987 — 1992
B.S., Finance
Elk River High School 1985 — 1987
Finance
Morgan Stanley July 2008 - Present
Bear Stearns February 2002 - July 2008
RBC Capital Markets March 1993 - February 2002
Skills
Investment Banking, Fixed Income, Securities, Financial Analysis, Credit, Banking, Capital Markets, Derivatives
Education
Stetson University 1986 — 1988
Bachelor of Business Administration (BBA), Finance, General
RBC Capital Markets November 2001 - October 2011
Tucker Anthony Inc January 1993 - November 2001
Tucker Anthony Inc March 1990 - January 1993
Tucker Anthony Inc October 1988 - March 1990
Skills
Investment Banking, Equities, Fixed Income, Capital Markets, Derivatives, Treasury, Bloomberg, Trading Systems, Electronic Trading, Series 7, Money Market, Structured Products, CDS, Bonds
Education
State University of New York College at Cortland
Bachelor of Science (B.S.), Management Science and Economics
FNY Capital Management July 2014 - Present
G-2 Trading October 2009 - June 2014
RBC Capital Markets January 2007 - September 2009
Skills
Equities, Electronic Trading, Trading Systems, Equity Trading, Hedge Funds, Options, Derivatives, Trading, Series 7, Securities, Bloomberg, Alternative Investments, Proprietary Trading, Investments, FINRA, Portfolio Management, ETFs, Series 63, Prime Brokerage, Market Data, Capital Markets, Equity Derivatives, Technical Analysis, Series 24, Financial Markets, Middle Office, Fund Of Funds, Trading Strategies, Hedging, Equity Research, Investment Management, Asset Management, Asset Allocation, Back Office, Wealth Management, Risk Management, Investment Strategies, Mutual Funds
Education
Syracuse University 1988 — 1992
Bachelor of Arts (BA), Politics and Finance
Monticello High School 1984 — 1988
JPMorgan Chase August 2012 - Present
Texas Security Bank September 2008 - July 2012
RBC Capital Markets January 2007 - February 2008
Skills
Credit, Commercial Lending
Education
Texas A&M University 2005 — 2006
Master's degree, Real Estate Finance
Texas A&M University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
RBC Capital Markets November 2010 - Present
Charlotte Housing Authority 2006 - 2010
Education
Stanford Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
University of Virginia 1989 — 1993
Bachelor's degree, Economics
Vollero Beach Capital 2010 - Present
Ivory Capital 2005 - 2010
RBC Capital Markets 2003 - 2005
Skills
Equity Research, Equities, Hedge Funds, Bloomberg, Trading, Alternative Investments, Fixed Income, Portfolio Management, Investments, Asset Management, Series 7, Investment Management, Series 63, Securities, Equity Derivatives
Education
Texas Christian University 1998 — 2002
Bachelor's degree, Finance, General
RBC Capital Markets May 2008 - Present
Dell May 2007 - April 2008
Education
Texas A&M University 2004 — 2007
Bachelor of Arts (B.A.), Finance, General
Foundation Fighting Blindness November 2013 - Present
GRK Partners LP February 2012 - Present
Knight Capital Group July 2008 - July 2010
Libertas Capital Partners November 2002 - July 2008
RBC Capital Markets 1999 - 2001
Merrill Lynch 1991 - 1998
Skills
Fixed Income, Capital Markets, ABS, High Yield, Venture Capital, Private Equity, Investments, Mergers & Acquisitions, Asset Management, Start-ups, Alternative Investments, Hedge Funds
Education
New York University, Stern School of Business 1984 — 1986
Master of Business Administration (MBA), Finance
State University of New York College at Oneonta 1975 — 1979
Bachelor of Science (B.S.), Business and Geography
Wells Fargo Global Fund Services April 2015 - Present
Galliard Capital Management September 2013 - April 2015
Hartford Funds March 2012 - September 2013
Hartford Funds September 2010 - March 2012
RBC Capital Markets March 2007 - March 2010
Skills
Alternative Investments, Financial Analysis, Securities, Finance, Bonds, Financial Reporting, Back Office, Account Reconciliation, Corporate Actions, AML, Financial Services
Education
Saint Cloud State University - G.R. Herberger College of Business
Bachelor of Science (B.S.), Finance, General
Air National Guard October 2009 - Present
RBC Capital Markets June 2013 - August 2013
Education
Stockton University 2011 — 2013
Bachelor of Science (B.S.), Business Studies (Concentration: Finance), 3.82
Decade Capital Management LLC May 2009 - Present
J.P. Morgan January 2005 - May 2009
RBC Capital Markets May 2000 - December 2004
Skills
Equities, Equity Research, Valuation, Financial Modeling, Capital Markets, Investments, Bloomberg, Fixed Income, Portfolio Management, Investment Banking, Hedge Funds, Asset Management, Derivatives, Financial Analysis, Corporate Finance, Private Equity, Alternative Investments, Finance, Financial Markets, Securities
Education
Texas Christian University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance