Ticonderoga Securities LLC
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Ticonderoga Securities LLC Employees
Servpro of New Haven/Waterbury/Naugatuck Valley/Northern Westchester County February 2013 - Present
NavPoint LLC July 2011 - December 2012
Ticonderoga Securities LLC August 2009 - July 2011
Jefferies & Company 2002 - 2008
Skills
Mergers & Acquisitions, Equities, Financial Services, Trading, Hedge Funds, Capital Markets, Fire Management, Securities, Alternative Investments, Derivatives, Bloomberg
Education
Columbia University - Graduate School of Journalism 1992 — 1993
msj
Hobart and William Smith Colleges 1983 — 1987
BA, English
Merriman Capital, Inc. January 2015 - Present
Dominick & Dominick LLC February 2012 - Present
Ticonderoga Securities LLC 2010 - 2012
Reynders Gray & Co January 1995 - June 2008
Skills
Equities, Equity Trading, Sales, Series 7, Securities, Alternative Investments, Fixed Income, Portfolio Management, Hedge Funds, Trading, Investments, Asset Management
Education
Lynchburg College 1978 — 1982
Bachelor's degree, Business Administration and Management, General, Above average
JDS Uniphase November 2013 - Present
J&JH Company January 2013 - October 2013
B. Riley & Co. 2012 - 2012
Ticonderoga Securities LLC 2011 - 2012
Merriman Capital 2009 - 2011
Broadpoint Gleacher (formerly American Technology Research) 2003 - 2008
Elijah Asset Management (spin-out of Robertson Stephens Asset Management) 1999 - 2003
Bank of America (formerly Montgomery Securities) 1996 - 1999
Applied Materials 1988 - 1996
Intel 1984 - 1988
Skills
Semiconductors, Equity Research, Solar Energy, Buy-side, Sell Side, Equities, Financial Modeling, Cleantech, Valuation, Investor Relations, Financial Planning &..., Investment Banking, Start-ups, Investments, Equity Valuation, Strategy, Venture Capital, Due Diligence, Hedge Funds, Finance, Corporate Finance
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
B.S., Applied Physics
Santa Clara University - Leavey School of Business
MBA, Finance
Shop24 Global LLC January 2013 - Present
Guosen Securities May 2012 - December 2012
Ticonderoga Securities LLC March 2011 - April 2012
Collins Stewart April 2008 - February 2009
Merriman Curhan Ford & Co. January 2007 - April 2008
Independent Consultant 2001 - 2007
Richardson April 2000 - August 2001
RWD Technologies, A Division of GP 1999 - 2000
Merrimac Interactive November 1989 - March 1999
Stone & Webster June 1986 - November 1989
Skills
Investment Banking, Private Equity, Securities, Equity Research, Mergers, Asset Managment, Fixed Income, IPO, Financial Services, FINRA, Banking, Equity Trading, Equities, Valuation, Investments, Capital Markets, Financial Modeling, Due Diligence, Venture Capital, Hedge Funds, Alternative Investments, Asset Management, Emerging Markets, Mergers, Start-ups
Education
United States Merchant Marine Academy
BS, Engineering - Nuclear Engineering
Christian Brothers Academy
B2B CFO 2013 - Present
Molloy College 2011 - Present
Ticonderoga Securities LLC 2009 - 2013
Pali Capital 2007 - 2009
Macquarie Group 2004 - 2007
Blaylock & Company 2002 - 2004
Tucker Anthony Inc 1997 - 2002
ING Barings Securities Inc 1996 - 1997
Salomon Brothers 1988 - 1996
Ernst & Young 1983 - 1988
Skills
Certified Public..., Series 27 Financial and..., Financial Reporting, Financial Analysis, Acquisitions, Due Diligence, Internal Controls, SEC filings
Education
New York University, Stern School of Business 1990 — 1994
Master of Business Administration (MBA), Finance
Boston College 1979 — 1983
Bachelor of Science (B.S.), Accounting
Société Générale March 2015 - Present
Société Générale 2012 - March 2015
Natixis North America May 2007 - March 2010
Ticonderoga Securities LLC 2010 - 2010
Natixis North America May 2006 - May 2007
PHH Home Loans 2004 - April 2006
Skills
Series 7, Series 63, Series 55, Real Estate Sales..., Asset Managment, Derivatives, Equities, Equity Derivatives, FINRA, Financial Services, Fixed Income, Investments, Mutual Funds, Options
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2000 — 2004
Bachelor of Science (B.S.), Marketing
BMO Capital Markets March 2014 - April 2015
Evercore Partners January 2011 - September 2013
Ticonderoga Securities LLC April 2010 - January 2011
Skills
Valuation, Financial Modeling, Financial Analysis, Investments, Equities, Equity Research, Capital Markets, Due Diligence, Finance, Bloomberg, Corporate Finance, Private Equity
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
MBA, Finance
University of Illinois College of Law 2001 — 2004
JD, Law
University of Notre Dame 1996 — 2001
BA, Economics, Philosophy
Prostar Capital June 2014 - Present
Mizuho Securities USA Inc. June 2013 - June 2014
Global Hunter Securities November 2011 - May 2013
Ticonderoga Securities LLC April 2010 - November 2011
IHS Herold 2006 - March 2010
MMC Energy 2005 - 2006
Poten & Partners 2001 - 2005
Coastal Kayaking April 1995 - October 1997
Bob Soto's Diving June 1991 - April 1993
Skills
Project Finance, Valuation, Energy, Natural Gas, Oil, Energy Industry, Gas, Commodity Markets, Strategy, Economics, Trading, Commodity, Due Diligence, Petroleum, Securities, Geology, Private Equity, Investment Banking, Finance, Equities, Investments, Mergers & Acquisitions, Financial Analysis, Analysis, Scuba Diving, Financial Modeling
Education
Trinity College Dublin 1998 — 2000
PhD, Geological Sciences
University of Maine 1993 — 1996
MSc, Marine Geology
Lehigh University 1986 — 1990
BA, International Relations/Geology
Bank of America Merrill Lynch June 2011 - Present
Sterne Agee October 2010 - June 2011
Ticonderoga Securities LLC May 2010 - August 2010
UBS Investment Bank May 1997 - April 2010
PaineWebber, Inc. May 1997 - November 2000
PaineWebber (now UBS) 1997 - 2000
Prudential Securities February 1987 - May 1997
Skills
FINRA, Series 63, Equity Research, Securities, Capital Markets, Series 7, Equities, Series 24, Hedge Funds, Investment Banking, Bloomberg, Fixed Income, Risk Management, Derivatives
Education
St. Francis College 1978 — 1981
B.S, Business Administration
The Mitchell Group May 2011 - Present
Ticonderoga Securities LLC April 2010 - November 2010
IHS Herold (formerly John S. Herold, Inc) February 2008 - April 2010
Access Securities August 2003 - January 2008
TIAA-CREF Investment Management 1994 - August 2003
IBM Retirement Fund January 1989 - January 1994
Sass/Southmark Investment Corporation January 1986 - January 1988
Alliance Fund Services January 1985 - January 1986
Skills
Financial Modeling, Oil&Gas, Investments, Equity Research, Equities, Valuation, Equity Valuation, Bloomberg, Investment Strategies, DCF, Securities, Portfolio Management
Education
University of Notre Dame - Mendoza College of Business 1988 — 1989
MBA, Finance
Manhattanville College 1981 — 1984
BA, Economics/Management
Gulley & Associates LLC November 2004 - Present
BGC Partners October 2012 - November 2014
Ticonderoga Securities LLC 2011 - 2012
Soleil Securities June 2005 - May 2011
Banc of America Securities 1999 - 2004
Morgan Stanley 1989 - 1999
Dean Witter Reynolds 1987 - 1989
Air Products and Chemicals 1974 - 1984
Skills
Financial Analysis, Series 7, Financial Modeling, Research, Equities, Valuation, Capital Markets, Equity Research, Excel, Alternative Investments, Bloomberg, Equity Valuation, Bloomberg Terminal, Finance, Fixed Income, Hedge Funds, Investment Banking, Investments, Microsoft Excel, Private Equity
Education
Lehigh University - College of Business and Economics 1976 — 1978
MBA, Finance
Case Western Reserve University 1967 — 1971
B.S., Chemical Engineering
Piltz & Patel Consulting LLC June 2014 - Present
Merriman Capital, Inc. June 2012 - Present
Ticonderoga Securities LLC May 2009 - April 2012
Collins Stewart November 2005 - May 2009
UNTERBERG LLCNov January 2005 - June 2007
Skills
Series 7, Series 24, Series 87, Series 63, Series 16 (Part II), Research Compliance, BlueMatrix, Factset, ThomsonReuters, TheMarkets, Editorial of Research..., Approval of Research..., Supervisory Analyst, Marketing Management, Contract Negotiation, Research and Marketing..., Capital IQ, Capital Markets, FINRA, Project Management, Event Planning, Corporate Events, Due Diligence, Mergers & Acquisitions, Securities, Analysis, Venture Capital, Bloomberg, Investments, Valuation, Equities
Education
Berkeley College-New York 2003 — 2007
BS, International Business, GPA of 3.98 out of 4.0
University of Pavla Jozefa Safarika 1992 — 1995
BBA in Physics and Mathematics, Physics, Mathematics, Programing
Berkeley College
BBA, International Business
UNIVERSITY OF PAVLA JOZEFA SAFARIKA
BBA, Mathematics and Physics
Doyle Inc. March 2011 - Present
Ticonderoga Securities LLC 2010 - 2011
Reynders Gray & Co 2000 - 2010
Skills
Securities, Equities, Investments
Education
Lock Haven University of Pennsylvania 1993 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Emerson Jr Sr High School 1986 — 1992
Manchester Monarchs Hockey (AHL) affiliates LA Kings (NHL) October 2013 - Present
Brian Hickey Design March 2002 - April 2015
Memory Lane Events, LLC - Stephanie Hammermeister - (VH1 Wedding Wars) March 2013 - March 2014
Community Bridges + Private Hire by Family March 2011 - September 2013
D.A.M Express - Pat Sanseverino July 2010 - April 2012
New Hampshire Food Bank 2010 - 2012
Competitive Edge Development, Inc October 2011 - November 2011
Ticonderoga Securities LLC July 2009 - September 2009
Famous Footwear August 2007 - May 2009
Exact Information Technology Services, LLC July 2006 - September 2008
Skills
Adobe Creative Suite, Graphic Design, Web Design, Photography, Illustration, Creative Direction, Painting, Mac & PC platforms, Graphics, Advertising, Art, Brochures, Brand Development, Logo Design, Packaging, Vector Illustration, Typography, Layout, Social Media
Education
Syracuse University 2002 — 2005
Bachelor's Degree, Communications Design
Farmingdale State University of New York 1999 — 2002
Bachelor's Degree, Visual Communications
Nassau Community College 1996 — 1999
Associate's Degree, Business / Accounting / Art
St. Dominic's 1992 — 1996
High School, Accounting and Business/Management
Wunderlich Securities November 2011 - March 2013
Ticonderoga Securities LLC April 2011 - August 2011
Knight Capital Group September 2003 - December 2010
Fieldstone Capital Group September 2002 - August 2003
Murray Capital Management April 2002 - September 2002
J.H. Whitney and Company April 2000 - April 2002
Societe Generale July 1998 - October 1999
ING 1991 - 1998
Bankers Trust Company May 1985 - May 1991
Skills
Series 24, Series 7, Series 63, Series 79
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
Master of Business Administration (MBA), International Finance
Cornell University 1976 — 1980
B.S., Biology and Entomology
Vertical Research Partners June 2012 - Present
Ticonderoga Securities LLC June 2010 - October 2011
JMP Securities May 2006 - May 2010
Skills
Series 7, Series 63
Education
Boston College 1990 — 1994
Bachelor's degree, Marketing
Belmont Hill 1985 — 1990
High School
Societe Generale April 2011 - Present
Ticonderoga Securities LLC January 2010 - April 2011
Skills
Equities, Customer Service, Microsoft Office, Risk Management, Investments, Financial Analysis, Derivatives, Capital Markets, Electronic Trading, Securities, Series 7, Trading Systems, Bloomberg, Fixed Income, Hedge Funds, Trading
Education
City University of New York-John Jay College of Criminal Justice
RBC Capital Markets April 2012 - Present
Ticonderoga Securities LLC 2010 - January 2012
Rodman & Renshaw 2009 - 2009
Axiom Capital Management 2008 - 2008
Lehman Brothers 2005 - 2007
Cognizant Technology Solutions November 2003 - March 2005
Skills
Valuation, Financial Modeling, Equity Research, Corporate Finance, Capital Markets, Equities, Investment Banking, Bloomberg, Fixed Income, Due Diligence, Financial Analysis, Analysis, Venture Capital, Mergers & Acquisitions, Finance, Industry Analysis, Financial Planning, SaaS, Strategic Planning, Strategy
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Corporate Finance, Accounting
Goa University 1999 — 2003
Bachelor's Degree, Electronics & Telecommunications Engineering
Evercore ISI November 2014 - Present
ISI Group February 2012 - November 2014
Ticonderoga Securities LLC March 2010 - January 2012
Skills
Equity Research, Financial Modeling, Financial Analysis, PowerPoint, Bloomberg, Investments, Capital Markets, Data Analysis, Valuation, Equities, Portfolio Management, Accounting
Education
Truman State University 2005 — 2009
Bachelor's degree, Finance, General
Truman State University 2005 — 2009
Bachelor of Arts (BA), Finance
BGC Partners August 2015 - Present
Guggenheim Partners February 2012 - Present
Ticonderoga Securities LLC August 2009 - March 2012
Collins Stewart August 2007 - August 2009
Tullett Prebon 2004 - 2006
Education
Union College 1989 — 1993
BA, Political Science
MAC Cosmetics June 2011 - Present
INFO/NATION September 2012 - November 2012
Ticonderoga Securities LLC July 2010 - June 2011
Centerbridge Partners April 2010 - July 2010
Helen Crowther May 2008 - April 2010
Honolulu Academy of Arts November 2005 - May 2008
Skills
Microsoft Office, Microsoft Publisher, Italian, Notary Public, Digital Photography, Photoshop, Styling, Grant Writing, Editing, Event Planning, Research, Social Media, Public Relations, Marketing Communications, Leadership, Time Management, Marketing, Fashion, Social Networking
Education
Hawaii Pacific University 2004 — 2008
Bachelor of Arts (B.A.), English Literature and Art History, 3.5
Taglich Private Equity 2013 - Present
Susquehanna International Group, LLP (SIG) 2012 - 2013
Ticonderoga Securities LLC 2010 - 2012
Goldman Sachs 2007 - 2010
Goldman Sachs 2004 - 2007
Skills
Equities, Financial Risk, Bloomberg, Fixed Income, Portfolio Management, Hedge Funds, Investments, Valuation, Private Equity, Capital Markets
Education
University of Florida
Susquehanna International Group, LLP (SIG) March 2012 - Present
Ticonderoga Securities LLC February 2010 - February 2012
Pali Capital November 2009 - February 2010
Royal Bank of Canada, Capital Markets November 2007 - November 2009
Education
Fordham University - Graduate School of Business Administration
MBA, Finance and Marketing
Tulane University
BA, Communications
ISI Group February 2012 - Present
Ticonderoga Securities LLC January 2010 - January 2012
Pali Capital, Inc. May 2007 - January 2010
Susquehanna International Group 2005 - 2007
Fiduciary Asset Management 2003 - 2005
A.G. Edwards & Sons, Inc 1994 - 2003
Monsanto 1988 - 1994
Skills
Equities, Equity Research, Financial Modeling, Valuation, Investments, Capital Markets, Financial Analysis, Hedge Funds, Asset Management
Education
Arkansas State University
BS, Finance
University of Missouri-Columbia, College of Business
MBA
Maxim Group January 2012 - Present
Ticonderoga Securities LLC January 2010 - January 2012
Collins-Stewart January 2008 - January 2010
Citi January 2008 - March 2008
Pershing, a BNY Mellon company March 2004 - January 2008
Education
Columbia University in the City of New York 1992 — 1996
Nomura October 2014 - Present
Nomura October 2012 - Present
Ticonderoga Securities LLC 2010 - October 2012
Pali Capital April 2007 - February 2010
Bank of NY Mellon 2001 - 2007
Skills
Budgeting, Forecasting, Financial Management, Financial Reporting, Financial Modeling, Due Diligence, Financial Analysis, Analysis, Corporate Finance, Managerial Finance, Strategic Financial..., Budgets, Finance, Financial Planning
Education
Boston University
Bachelor of Arts, Psychology
Northeastern University
MBA, Finance / Marketing
Griffin Securities April 2011 - Present
Ticonderoga Securities LLC November 2009 - May 2010
Merrill Lynch February 1998 - December 2008
Bear Stearns 1988 - 1990
Cantor Fitzgerald & Co. 1983 - 1986
CMB Investment Counselors 1981 - 1982
Trust Company of the West 1980 - 1981
Skills
Financial Modeling, Valuation, Equity Research, Venture Capital, Equities, Capital Markets, Enterprise Software, Mergers & Acquisitions, Corporate Finance, Private Equity, Investment Banking, Investments, Due Diligence, Corporate Development, Alternative Investments
Education
University of California, Berkeley, Haas School of Business 1978 — 1980
MBA, Finance, International Business
University of California, Los Angeles 1974 — 1978
BA, Economics, Political Science
Morningstar June 2011 - Present
Ticonderoga Securities LLC April 2010 - June 2011
John S Herold February 2007 - April 2010
American Technology Research April 2006 - February 2007
Medley Global Advisors 2006 - 2006
Precursor Group 2001 - 2005
Skills
Equities, Investments, Valuation, Series 7, Bloomberg, Equity Research, Morningstar Direct, Capital Markets, Portfolio Management, Alternative Investments, Financial Modeling, Emerging Markets, Fixed Income, Asset Allocation, Securities, Asset Management
Education
Hobart and William Smith Colleges
BA, Economics
Addison Wolfe Real Estate August 2013 - Present
Ionosphere Capital LLC February 2012 - May 2013
Ticonderoga Securities LLC June 2011 - January 2012
Solebury Research LLC in association with Soleil Securities June 2010 - June 2011
Seabury Group July 2008 - April 2010
Solebury Research/Soleil Securities March 2007 - July 2008
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1994 - 2000
Brown Brothers Harriman 1992 - 1994
Bank of New York Mellon 1988 - 1992
Skills
Valuation, Equities, Financial Modeling, Investments, Equity Research, Financial Analysis, Series 7, Bloomberg, Series 63, Securities, Finance, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, FINRA, Asset Management, Restructuring, Risk Management, Financial Risk, Emerging Markets, Due Diligence, Trading, Investment Management, Financial Markets, Investment Strategies, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1986 — 1987
MBA, Finance
University of Pennsylvania 1976 — 1978
M.Arch., Architecture
University of Pennsylvania 1972 — 1976
BA, Architecture
Tripp Schoff January 2015 - Present
MKTS Productions LLC January 2014 - Present
No_Sheep July 2013 - Present
Sterne Agee November 2012 - July 2013
Ticonderoga Securities LLC September 2010 - October 2012
Ticonderoga Securities LLC September 2009 - September 2010
Sterne Agee August 2008 - August 2009
Skills
Bloomberg, Equities, Series 7, Financial Analysis, Investments, Series 63, Securities, Alternative Investments, Mutual Funds, Hedge Funds, Equity Research, Capital Markets, Investment Strategies, Portfolio Management, Fixed Income, Electronic Music, Event Planning, Music Production
Education
Hobart and William Smith Colleges 2004 — 2008
Bachelor of Arts (BA), International Relations
Anaplan May 2015 - Present
SS&C Technologies April 2014 - May 2015
Oracle August 2012 - April 2014
Ticonderoga Securities LLC April 2010 - June 2011
First Coverage May 2009 - April 2010
Pacific Crest Securities January 2005 - May 2009
Schwab Soundview Capital Markets June 2004 - December 2004
Salisbury School August 2003 - June 2004
Skills
Economics, Investments, Portfolio Management, Corporate Finance, Equities, Marketing, Bloomberg, Hedge Funds, Equity Research, Accounting, Investment Management, Options, Capital Markets, Financial Analysis, Financial Modeling, Management
Education
College of the Holy Cross 1999 — 2003
BA, Economics; Accounting
Deerfield Academy 1998 — 1999
PG
Noble and Greenough School 1994 — 1998
MKM Partners March 2012 - Present
Ticonderoga Securities LLC 2011 - March 2012
Soleil Securities 2008 - 2011
Calyon Securities 2004 - 2008
Blaylock & Partners 2002 - 2004
Philo Smith & Co. 2001 - 2002
Deutsche Bank Securities 1994 - 2000
Conning & Company 1984 - 1994
Skills
Equity Research, Valuation, Investments, Financial Modeling, Equities, Financial Analysis, Portfolio Management, Hedge Funds, Series 7, Bloomberg, Asset Management, Capital Markets, Equity Valuation, Securities, Trading, Fixed Income, Investment Banking, Insurance, Financial Markets, Series 63, Alternative Investments, Investment Strategies, Financial Services, Trading Systems, Series 24, FINRA, Equity Trading, Derivatives, Mutual Funds, Emerging Markets, Options, Electronic Trading, Bonds, ETFs, Financial Risk, Investment Management, Risk Management, Private Equity, Hedging, Institutional..., Corporate Finance, Proprietary Trading, Commodity, Structured Products, Bloomberg Terminal, Equity Capital Markets, Economics, Investor Relations, Asset Allocation
Education
Case Western Reserve University - Weatherhead School of Management 1974 — 1978
Master of Business Administration (MBA), Finance, General
Cleveland State University 1968 — 1973
Bachelor of Business Administration (BBA), Business Economics
Collared Greens November 2011 - Present
Ticonderoga Securities LLC May 2010 - August 2010
2008-2009Citi Smith Barney March 2008 - May 2009
2006-2008 Bear, Stearns & Co. Inc July 2006 - March 2008
Skills
Portfolio Management, Equities, Investments, Strategy, Fixed Income, Strategic Planning, Management, Business Strategy, Marketing, Valuation
Education
University of Georgia - Terry College of Business
Bachelor, Business Administration
Cheung Kong Graduate School of BusinessBeijing
Darden Graduate School of Business Administration
University of Virginia
Master, Business Administration
Visium Asset Management September 2012 - Present
Garden City Group March 2012 - September 2012
Ticonderoga Securities LLC October 2009 - June 2012
Needham & Company February 1996 - October 2009
Canon USA September 1988 - October 1994
Skills
Mergers, Due Diligence, Equities, Recruiting, Employee Relations, Employment Law, Employee Benefits, Performance Management, Financial Analysis, Talent Management, Deferred Compensation, Investment Banking, Onboarding, Mergers & Acquisitions, Strategy, Human Resources, Investments, Hedge Funds, Capital Markets
Education
Fordham University
BA, Business
Fordham University
Bachelor's degree, Business Administration and Management, General
Ticonderoga Securities LLC June 2011 - August 2011
Soleil Securities March 2004 - June 2011
SoundView Technology Group March 2000 - February 2004
Research Partners International, Inc. November 1996 - February 2000
KPMG July 1992 - October 1996
Education
Hofstra University 1988 — 1992
BBA, Accounting
Water Street Capital March 2012 - Present
Ticonderoga Securities LLC June 2011 - January 2012
Soleil Securities June 2004 - May 2011
ING Barings/ABN Amro June 1998 - April 2002
Deutsche Bank June 1994 - June 1998
Morgan Stanley March 1987 - May 1991
Kidder Peabody April 1983 - March 1987
Education
Georgetown University 1973 — 1975
Bachelor of Science (B.S.), Business Administration - Finance
Merriman Capital, Inc. February 2015 - Present
Dominick & Dominick LLC February 2012 - January 2015
Ticonderoga Securities LLC July 1991 - February 2012
Skills
Financial Analysis, Trading, Equities, Hedge Funds, Valuation, Securities, Portfolio Management, Alternative Investments, Capital Markets, Fixed Income, Due Diligence, Investments, Investment Banking, Asset Management, Financial Modeling, Bloomberg
Education
Fordham University 1979 — 1983
Bachelor's Degree, Accounting and Finance
BTIG January 2013 - Present
Ticonderoga Securities LLC 2011 - 2012
JonesTrading December 2008 - December 2011
Skills
Equity Trading, Market Analysis, Trade Sales, Business Networking, Series 7, Series 63, series 55, Electronic Trading
Education
Suffolk University 2006 — 2008
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
University of Massachusetts Boston 2004 — 2005
JPMorgan Chase 2012 - Present
Ticonderoga Securities LLC 2009 - 2011
Soleil Securities 2009 - 2011
Merrill Lynch 2004 - 2009
Merrill Lynch 2001 - 2004
Skills
Series 7, Series 63, Bloomberg, Equities, Hedge Funds, Series 24, Securities, Capital Markets, Trading, Equity Research, Equity Trading, Alternative Investments, Fixed Income, Investments, Electronic Trading
Education
Fairfield University 1997 — 2001
Bachelor's degree, Finance, General
A&M Berk Tax December 2012 - June 2013
Estee Lauder Group of Companies September 2011 - March 2012
Ticonderoga Securities LLC June 2011 - September 2011
Skills
Microsoft Office, Federal Income Tax Code, PA STATE Income Tax Code, Account Reconciliation, Time Management, Tax, Management, Finance, Contract Law, Torts, PowerPoint, Legal Research, Legal Writing, Property Law, Research
Education
Boston College Law School 2014 — 2017
Juris Doctor (J.D.)
Drexel University 2009 — 2014
Bachelor of Science in Business Administration, Finance
Holy Trinity Diocesan High School 2005 — 2009
Regents Diploma with Advanced Designation
Ticonderoga Securities LLC 2010 - 2012
Education
CUNY Medgar Evers College 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Accounting
BGC Partners November 2014 - Present
BGC Partners June 2012 - November 2014
Ticonderoga Securities LLC May 2011 - January 2012
Soleil Securities May 2010 - August 2010
Skills
Bloomberg, Capital Markets, Equities, Equity Research, Financial Modeling, Investment Banking, Fixed Income, Derivatives, Hedge Funds, Bloomberg Terminal, Options, Series 7, Microsoft Excel, Financial Analysis, Finance, Valuation, Microsoft Office, PowerPoint
Education
University of Delaware 2006 — 2011