Trident Partners Ltd.
Industry: Company
DescriptionFounded: 1996 Subsidiary: Trident Partners, Ltd., Asset Management Arm
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Trident Partners Ltd. Employees
Lazard Asset Management March 2002 - Present
Morgan Stanley September 2000 - March 2002
Trident Partners Ltd. August 1999 - August 2000
Skills
Alternative Investments, Asset Management, Hedge Funds, Mutual Funds, Asset Allocation, Investments
Education
University of Delaware - Lerner College of Business and Economics
BS, Business Administration
Chaminade HS
Public House NYC January 2013 - Present
LF USA (A Li & Fung Company) January 2013 - July 2013
Gucci Group April 2012 - September 2012
Guess? February 2011 - August 2011
Trident Partners Ltd. December 2009 - January 2011
Education
LIM College 2011 — 2014
Bachelor of Business Administration (BBA), Fashion Merchandising
Société Générale September 2015 - Present
Société Générale July 2013 - Present
Societe Generale June 2012 - September 2012
Oppenheimer & Co. March 2012 - May 2012
Trident Partners Ltd. May 2010 - September 2010
Skills
Decision-Making, Market Research, Stock Trading, Microsoft Excel, Bloomberg, Trading Systems, PowerPoint, Spanish, Microsoft Office, Financial Analysis, Financial Modeling, Corporate Finance, Research, Investments, Banking, Finance, Strategic Planning, Portfolio Management, Asset Managment, Management, Microsoft Word, Capital Markets, Financial Risk, Equities, Social Media, Fixed Income
Education
Long Island University 2007 — 2012
Bachelor of Science, Business Administration/Finance
St. Anthony's High School 2004 — 2007
High School Diploma
Worden Capital Managment LLC May 2015 - Present
JD Nicholas & Associates January 2014 - May 2015
Trident Partners Ltd. January 2002 - July 2013
Skills
Trading, Investments, Retirement Planning, Mutual Funds, Wealth Management, Series 7, Portfolio Management, Financial Services, Equities, Asset Management, Securities, Retirement, Financial Planning, Asset Allocation, Estate Planning, Series 63, Alternative Investments, Investment Strategies, Finance, Investment Management, Financial Modeling, Wealth, Financial Analysis, Risk Management, Life Insurance, Capital Markets, Investment Advisory, Fixed Income, Wealth Management..., Bonds, Financial Risk, Financial Advisory, Investment Banking, Corporate Finance, Relationship Management, Private Equity, Derivatives, Series 24, Due Diligence, Fixed Annuities, Options, Mergers, 401k
Education
Hofstra University 1998 — 2001
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Five Towns College 1996 — 1997
Artist Management, A&R, Music Business
Trident Partners Ltd. August 2014 - September 2015
Crucible Capital Group, Inc. June 2011 - August 2015
Golden Key Business Ventures LLC March 2008 - May 2011
S.G. Martin Securities LLC September 1999 - February 2008
Skills
Regulatory Compliance, Brokerage Compliance, Financial Services, Anti Money Laundering, Risk Management, Back Office Operations, Supervision, Finance, Management, Financial Risk, Financial Analysis, Business Analysis, Banking Compliance, Due Diligence, Portfolio Management, Operational Risk, Securities, Banking, Capital Markets, Credit Risk, Options, Equities
Education
State University of New York at New Paltz
Business Administration, Management and Operations
1st National Bank of Scotia January 2011 - Present
Trident Partners Ltd. June 2010 - October 2010
National Securities November 2009 - June 2010
Skills
Loans, Banking, Credit, Microsoft Excel, PowerPoint, Series 7, Microsoft Office, Securities, Sales, Investments, Leadership, Outlook, Customer Service, Options, Risk Management, Financial Analysis, Consumer Lending
Education
State University of New York College at Plattsburgh 2004 — 2009
B.S., Finance
Southeast Investments January 2013 - Present
JPMorgan Chase October 2011 - May 2013
Morgan Stanley Smith Barney January 2011 - May 2011
JP Turner & Company, LLC December 2006 - December 2010
Trident Partners Ltd. October 2005 - December 2006
Skills
Securities, FINRA, Equities, Alternative Investments, Internal Audit, Social Media Marketing, Employee Training, Capital Markets, KYC, Mutual Funds, Financial Services, Social Media, Fixed Income, Derivatives, Hedge Funds, Structured Products, Sales Management, Bloomberg, AML, Financial Markets, Portfolio Management, Loans, Analysis, Options, Financial Advisory, Wealth Management, Mortgage Lending, Investment Banking, Commodity, Series 24, Risk Management, Finance, Banking, Asset Allocation, Private Equity, Compliance Management, Branch Management, Operations, Investments, Compliance, Trading, Asset Management, Financial Risk, Bonds, ETFs, Valuation, Investment Strategies, LinkedIn, Training & Development, Project Management
Education
New York Institute of Technology-Old Westbury
Masters of Business Administration, Finance, Marketing
New York Institute of Technology-Old Westbury
Bachelor of Science, Mechanical Engineering
Trident Partners Ltd February 1970 - Present
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Investment Banking, Corporate Finance
Education
LIU Post
BA, Finance & Business Mgmnt
Standard Pension Services, LLC May 2013 - Present
Trident Partners Ltd. July 2001 - January 2013
ELANY (Excess Line Association of NY) 2000 - 2001
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, QuickBooks, ACT!, Equities, Investments, Insurance, Leadership, Finance, Risk Management, Customer Service, Mutual Funds, Time Management, Asset Management, Financial Analysis, Quick
Education
Rutgers University-New Brunswick 1997 — 2001
BA, Political Science / History
St. Francis de Sales
Berkshire Hathaway Florida Realty January 2015 - Present
Amerivest Realty Winfield Building & Development December 2011 - December 2014
BNY Mellon June 2009 - December 2011
Trident Partners Ltd. May 2007 - May 2010
Skills
Wealth Management, Investments, Portfolio Management, Financial Planning, Asset Management, Alternative Investments, Equities, Asset Allocation, Asset Managment, Capital Markets, Due Diligence, Hedge Funds, Investment Advisory, Investment Management, Management, Investor Relations, Investment Banking, Trading, Real Estate, High Net Worth..., Retirement Planning, Estate Planning, Investment Strategies, Mutual Funds, Private Equity, Investment Properties, Contract Negotiation, Marketing Strategy, Finance, Residential Homes, Negotiation, Real Estate Transactions, Team Building, Condos
Education
Saint Michael's College
Bachelor of Arts (B.A.), Political Science and Government
St. Johns Law School
Doctor of Law (J.D.), Law
International Vintage Watch Company July 2015 - Present
Tawkers June 2014 - Present
Princor Financial Services Corporation June 2013 - March 2015
GEOcommand July 2011 - September 2014
Trident Partners Ltd December 2009 - May 2011
Equity Source Partners August 2006 - November 2009
KSH Investment Group, Inc. 1997 - 2003
VARIOUS 1969 - 1997
US Navy Reserve 1966 - 1968
Skills
401k, 403b, SEP & SIMPLE IRAs, Annuities (Variable &..., Asset Allocation, Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRA (Traditional & Roth), Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Survior Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
Baruch College, City University of New York (CUNY) 1962 — 1966
BBA, FINANCE AND INVESTMENTS
Arachnys - Instant worldwide due diligence July 2015 - Present
Thomson Reuters July 2013 - July 2015
Thomson Legal & Regulatory June 2010 - July 2013
Complinet March 2008 - June 2010
Dreyfus 2005 - 2008
Trident Partners Ltd. 2003 - 2005
Skills
Solution Selling, Financial Services, Recruiting, New Business Development, Sales, Salesforce.com, CRM, Strategy, Account Management, AML, Enterprise Software, Key Account Management, Sales Operations, Sales Process, SaaS, Professional Services, Sales Management, Management, B2B, Selling, Contract Negotiation, Lead Generation, Risk Management, Business Development, Strategic Partnerships, Business Strategy, Business Analysis, Direct Sales, Vendor Management, Finance, Business Intelligence, Competitive Analysis, Customer Satisfaction, Leadership, Product Management, Sales Presentations, Training, Customer Retention, Cold Calling, Executive Management
Education
Dowling College 2000 — 2004
BA, Comunications, Finance
University of Alabama
Cablevision October 2008 - Present
Trident Partners Ltd. 1991 - 2010
Trident Partners Ltd. 1993 - 2004
Skills
CompTIA A+ Hardware, CompTIA A+ Software, CompTIA A+ Networking
Education
New Horizons Computer Learning Center 2007 — 2008
Microsoft Certified Systems Administrator
Clarkson University 1986 — 1990
Bachelor of Science, Management Information Systems