The Griswold Company, Inc
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The Griswold Company, Inc Employees
The Griswold Company, Inc 2007 - 2012
Morgan Keegan 1999 - 2007
Education
Nassau Community College
Associate of Arts and Sciences (AAS)
The Corcoran Goup January 2008 - Present
AbraInk/Arriviste Press February 2000 - December 2007
The Griswold Company, Inc April 1998 - January 2000
Brown Brothers Harriman 1996 - 1998
Skills
Real Estate, Negotiation, Selling, Investment Properties, Real Estate Transactions, Residential Homes, Property, Marketing, Sales, Buyers, Apartments, Condos, Relocation, Investors, Real Estate Development, Rentals, Sellers, Strategic Planning, Investments
Education
Institute of Culinary Education 2002 — 2002
Most of a certificate of Culinary Arts
Baruch College--Zicklin School of Business 2000 — 2002
MBA, Management
Carnegie Mellon University 1991 — 1994
BA, Professional Writing and Industrial Management
Emma Willard School 1986 — 1990
High School Diploma
Raymond C. Forbes & Co., Inc. September 2002 - March 2012
E.H. Smith Jacobs & Co., Inc. March 2006 - January 2010
The Griswold Company, Inc May 1999 - August 2002
James Kelly & Company September 1996 - May 1999
Skills
Real Estate
Education
Kingsborough Community College 1981 — 1984
Associate's degree, Business Administration and Management, General
JP Morgan Chase Bank NA September 2013 - Present
Dahlman Rose & Co. May 2012 - January 2013
Weeden & Co. June 2007 - May 2012
Bear Stearns June 2005 - June 2007
The Griswold Company, Inc June 2003 - June 2005
Lehman Brothers May 1998 - June 2003
Education
Long Island University, C.W. Post Campus 1988 — 1990
Bachelor of Science (BS), Marketing
Cold Spring Harbor HS
Seaside Serenity Partners January 2002 - Present
Boston College Tech Trek 2006 - 2007
The Griswold Company, Inc 2006 - 2007
Labranche&Co July 1998 - December 2001
Fowler, Rosenau & Geary November 1993 - July 1999
NYSE July 1991 - June 1997
Hambrecht & Quist March 1988 - October 1993
Muriel Siebert & Co., Inc. 1981 - 1987
J.P. Dunlevy & Co. 1980 - 1981
Spear Leeds & Kellog 1975 - 1980
Skills
Series 7, Trading, Series 63, Electronic Trading, Investments, Securities, Equity Trading, Trading Systems, Hedge Funds, Equities
Education
Boston College 1972 — 2007
BS, Finance
CBA 1969 — 1972
Icahn School of Medicine at Mount Sinai March 2013 - Present
Mount Sinai School of Medicine January 2008 - March 2013
Goldman Sachs September 2002 - March 2003
The Griswold Company, Inc January 1999 - September 2002
Skills
Grant Writing, Research, Fundraising, Data Analysis, Public Speaking, Non-profits, Management, Nonprofits, Public Health, Training, Healthcare, Clinical Research, Teaching
Education
City University of New York-Herbert H. Lehman College 2011 — 2017
Bachelor's Degree, Psychology and Business Management, Senior: Dean's List at Lehman College
Hunter College
Sociology
Sanders Capital, LLC September 2009 - Present
Alliance Bernstein 2004 - September 2009
The Griswold Company, Inc June 2003 - August 2003
Skills
VBA, SQL, Excel, Operations Management, Trading, Bloomberg
Education
College of the Holy Cross 2000 — 2004
BA, Economics / Computer Science
Winton Capital Management March 2015 - Present
Morgan Stanley Investment Management October 2014 - March 2015
Morgan Stanley January 2014 - September 2014
Morgan Stanley November 2009 - January 2014
Morgan Stanley July 2007 - November 2009
National Basketball Association June 2006 - August 2006
The Griswold Company, Inc June 2005 - July 2005
Skills
Bloomberg, Hedge Funds, Alternative Investments, Series 7, Fund Of Funds, Investment Management, Asset Allocation, Managed Futures, Commodity, Due Diligence, Relationship Management
Education
Cornell University 2003 — 2007
BS, Industrial and Labor Relations, International Relations
IESE Business School - University of Navarra 2006 — 2006
Economics, International Marketing
Universitat Pompeu Fabra 2006 — 2006
Spanish Cinema
Summit Financial Resources, Inc. August 2014 - Present
Merrill Lynch August 2011 - August 2014
Adecco (Consulting for Merrill Lynch) March 2011 - July 2011
Assent LLC a division of SunGard Trading April 2008 - July 2010
The Griswold Company, Inc 1995 - 2007
Cantor Fitzgerald, Spear Leads & Kellogg, Wein January 1990 - December 1994
Skills
Equities, Series 7, Options, Trading, Securities, Risk Management, Equity Trading, FINRA, Series 63, Series 24, Trading Systems, Electronic Trading, Series 4, Series 55
Education
New Jersey City University 1986 — 1989
BS, Business Administration
French Culinary Institute
Grand Diplôme, Culinary Arts/Chef Training
Auerbach Grayson June 2014 - Present
Independent Consultant November 2011 - June 2014
Fidelity Capital Markets December 2008 - October 2011
Bank of America 2006 - 2008
The Griswold Company, Inc 2003 - 2006
Morgan Stanley 1999 - 2003
HSBC 1995 - 1999
Morgan Stanley 1986 - 1995
Kidder Peabody 1981 - 1986
Skills
Equities, Trading, Series 7, Bloomberg, Hedge Funds, Electronic Trading, Customer Relations, Trading Systems, Series 24, International Equities, Brokerage, Series 63, Capital Markets, Customer Service, Wealth Management, Equity Trading, Investment Banking, Financial Markets, Mutual Funds, Relationship Management, Financial Services, CRM, Portfolio Management, Equity Derivatives, Securities, Fixed Income, Prime Brokerage, Equity Research, Emerging Markets, Options, Asset Management, Market Data, FINRA, Investments, ETFs, Middle Office, Alternative Investments, Derivatives, Securities Lending, Bonds, Structured Products, Investment Management, Proprietary Trading, Investment Strategies, Hedging, Investment Advisory, Swaps, Asset Allocation, Compliance, Valuation
Education
College of the Holy Cross 1977 — 1981
AB, Political Science
Fordham Prep 1973 — 1977
Pragma April 2015 - Present
Deep Value/Enclave Capital LLC October 2010 - April 2015
The Griswold Company Inc. March 2001 - May 2010
McSherry & Company Inc. March 1996 - February 2001
Education
Hofstra University 1980 — 1983
BBA, Marketing
Long Beach High School
Everest Reinsurance November 2011 - Present
Brown University January 2010 - May 2011
The Griswold Company, Inc June 2010 - August 2010
Education
Brown University 2007 — 2011
Bachelor of Science, Applied Math and Economics – Mathematical Finance Track, Magna Cum Laude
Casualty Actuarial Society (CAS)