WBB Securities
Industry: Company
DescriptionSubsidiary: WBB Securities, LLC, Research Division
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WBB Securities Employees
Employee
Years
Job
Industry
Daniel Mallin Daniel Mallin's WBB Securities Experience March 2004 - May 2009
Job President at Beverage Doctor, Inc.
Industry Food & Beverages
Experience
Beverage Doctor, Inc. April 2009 - Present
The Chemists' Club January 2002 - March 2013
WBB Securities March 2004 - May 2009
UBS January 2001 - May 2004
Teknor Apex Company March 1996 - December 1999
Rubbermaid Home Products February 1991 - May 1994
Bridgestone/Firestone Central Research January 1990 - April 1991
Skills
Financial Analysis, Statistics, Marketing Strategy, Medical Devices, Biotechnology, Food & Beverage, Food Packaging, Packaging Engineering, Plastics, Plastic Extrusion, Plastics Industry, Plastics Compounding, Thermoplastic Elastomers, Elastomers, Consumer Goods, Sailing, Relationship Marketing, Merchandising, Creative Merchandising, Pharmaceutical Industry, Chemistry, Polymer Chemistry, Injection Molding, Blow Molding, Compression Molding, Database Design, Microsoft Excel, Word Processing, Polymer Science, Caps, Closures, Inorganic Chemistry, Financial Services, Portfolio Management, Investments, Investment Banking, Investment Management, Life Insurance, Options Strategies, Management, Product Development, Strategic Planning, Leadership, Start-ups
Education
Bryant University 1996 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
University of Massachusetts - Amherst 1984 — 1990
Doctor of Philosophy (PhD), Polymer Science
Tulane University 1981 — 1983
Bachelor of Science (B.S.), Chemistry
Beverage Doctor, Inc. April 2009 - Present
The Chemists' Club January 2002 - March 2013
WBB Securities March 2004 - May 2009
UBS January 2001 - May 2004
Teknor Apex Company March 1996 - December 1999
Rubbermaid Home Products February 1991 - May 1994
Bridgestone/Firestone Central Research January 1990 - April 1991
Skills
Financial Analysis, Statistics, Marketing Strategy, Medical Devices, Biotechnology, Food & Beverage, Food Packaging, Packaging Engineering, Plastics, Plastic Extrusion, Plastics Industry, Plastics Compounding, Thermoplastic Elastomers, Elastomers, Consumer Goods, Sailing, Relationship Marketing, Merchandising, Creative Merchandising, Pharmaceutical Industry, Chemistry, Polymer Chemistry, Injection Molding, Blow Molding, Compression Molding, Database Design, Microsoft Excel, Word Processing, Polymer Science, Caps, Closures, Inorganic Chemistry, Financial Services, Portfolio Management, Investments, Investment Banking, Investment Management, Life Insurance, Options Strategies, Management, Product Development, Strategic Planning, Leadership, Start-ups
Education
Bryant University 1996 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
University of Massachusetts - Amherst 1984 — 1990
Doctor of Philosophy (PhD), Polymer Science
Tulane University 1981 — 1983
Bachelor of Science (B.S.), Chemistry
Jerry Burch Jerry Burch's WBB Securities Experience 2000 - 2011
Job Consultant / FounderTrident Capital Partners, LLC.
Industry Venture Capital & Private Equity
Experience
Trident Capital Partners, LLC. 2011 - Present
WBB Securities 2000 - 2011
Merrill Lynch 1991 - 2000
Prior Relevant Experience April 1983 - December 1990
Skills
Sales & Marketing, Private Equity, Corporate Governance, Portfolio Management, Due Diligence, Capital Markets, Equities, Fixed Income, Wealth Management, Negotiation, Asset Management, Retirement Planning, Venture Capital, Funding, Securities, Start-ups, Mutual Funds, Investments, Life & Health Insurance..., Valuation, Management, Strategic Planning
Education
Union College
Bachelor of Science, Mechanical Engineering and Finance
Trident Capital Partners, LLC. 2011 - Present
WBB Securities 2000 - 2011
Merrill Lynch 1991 - 2000
Prior Relevant Experience April 1983 - December 1990
Skills
Sales & Marketing, Private Equity, Corporate Governance, Portfolio Management, Due Diligence, Capital Markets, Equities, Fixed Income, Wealth Management, Negotiation, Asset Management, Retirement Planning, Venture Capital, Funding, Securities, Start-ups, Mutual Funds, Investments, Life & Health Insurance..., Valuation, Management, Strategic Planning
Education
Union College
Bachelor of Science, Mechanical Engineering and Finance
Lawrence Olivadoti Lawrence Olivadoti's WBB Securities Experience January 2013 - May 2013
Job Territory Sales Manager at Altria
Industry Consumer Goods
Experience
Altria June 2014 - August 2015
Congressman Frank Pallone for Senate July 2013 - August 2013
WBB Securities January 2013 - May 2013
Congressman Frank Pallone October 2011 - December 2011
Skills
Entrepreneurship, Financial Analysis, Microsoft Excel, Investments, Strategic Financial..., Securities, Valuation, Management, Public Speaking, Marketing, Event Planning
Education
Rutgers University-New Brunswick
Bachelor's Degree, Political Science and Government
Altria June 2014 - August 2015
Congressman Frank Pallone for Senate July 2013 - August 2013
WBB Securities January 2013 - May 2013
Congressman Frank Pallone October 2011 - December 2011
Skills
Entrepreneurship, Financial Analysis, Microsoft Excel, Investments, Strategic Financial..., Securities, Valuation, Management, Public Speaking, Marketing, Event Planning
Education
Rutgers University-New Brunswick
Bachelor's Degree, Political Science and Government
Tricia Fraulo Tricia Fraulo's WBB Securities Experience September 2010 - March 2012
Job Senior Behavior Specialist at Allies, Inc.
Industry Individual & Family Services
Experience
Allies, Inc. March 2015 - Present
Allies, Inc. January 2012 - Present
WBB Securities September 2010 - March 2012
West Freehold Elementary School October 2009 - April 2010
Allies, Inc. October 2001 - February 2010
Johnson Park Elementary School January 2009 - May 2009
Skills
Psychotherapy, Mental Health, Group Therapy, Career Counseling, Interventions, Interviews, Training, Behavioral Health, Healthcare, Team Building, Public Speaking, Community Outreach, Management, Nonprofits
Education
Rider University 2007 — 2010
M.A., School Counseling
Rutgers University-New Brunswick 2003 — 2006
B.A., Sociology
Allies, Inc. March 2015 - Present
Allies, Inc. January 2012 - Present
WBB Securities September 2010 - March 2012
West Freehold Elementary School October 2009 - April 2010
Allies, Inc. October 2001 - February 2010
Johnson Park Elementary School January 2009 - May 2009
Skills
Psychotherapy, Mental Health, Group Therapy, Career Counseling, Interventions, Interviews, Training, Behavioral Health, Healthcare, Team Building, Public Speaking, Community Outreach, Management, Nonprofits
Education
Rider University 2007 — 2010
M.A., School Counseling
Rutgers University-New Brunswick 2003 — 2006
B.A., Sociology
Kristina Vandergriff - Cole, MBA Kristina Vandergriff - Cole, MBA's WBB Securities Experience January 2011 - February 2014
Job Regulatory Compliance Manager at DST Systems
Industry Financial Services
Experience
DST Systems March 2015 - Present
Hanson McClain Advisors November 2014 - March 2015
WBB Securities January 2011 - February 2014
Commonwealth Financial Network January 2006 - January 2011
LPL November 2004 - December 2006
LPL Financial ( Linsco/Private Ledger ) 2004 - 2006
TD Waterhouse March 2004 - November 2004
Charles Schwab 1999 - 2004
Lloyd Wade Securities 1997 - 1998
Skills
Compliance, Securities, Series 7, FINRA, Mutual Funds, Series 24, Series 63, Investments, Investment Advisory, Financial Risk, Uniform Combined State..., Strategic Financial..., Risk Management, Asset Managment, Equities, Wealth Management, Portfolio Management, Series 66, Series 53, Series 55, Life, Health and..., Banking, Management, Trading, Alternative Investments, Finance, Financial Advisory, Fixed Income, Investment Banking, Asset Management, Financial Services
Education
Wine and Spirits Education Trust 2010 — 2010
Level 2, Intermediate, Wine and Spirits
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 2004 — 2006
BS, Business Management
Poway High 1987 — 1991
High school
DST Systems March 2015 - Present
Hanson McClain Advisors November 2014 - March 2015
WBB Securities January 2011 - February 2014
Commonwealth Financial Network January 2006 - January 2011
LPL November 2004 - December 2006
LPL Financial ( Linsco/Private Ledger ) 2004 - 2006
TD Waterhouse March 2004 - November 2004
Charles Schwab 1999 - 2004
Lloyd Wade Securities 1997 - 1998
Skills
Compliance, Securities, Series 7, FINRA, Mutual Funds, Series 24, Series 63, Investments, Investment Advisory, Financial Risk, Uniform Combined State..., Strategic Financial..., Risk Management, Asset Managment, Equities, Wealth Management, Portfolio Management, Series 66, Series 53, Series 55, Life, Health and..., Banking, Management, Trading, Alternative Investments, Finance, Financial Advisory, Fixed Income, Investment Banking, Asset Management, Financial Services
Education
Wine and Spirits Education Trust 2010 — 2010
Level 2, Intermediate, Wine and Spirits
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 2004 — 2006
BS, Business Management
Poway High 1987 — 1991
High school
Andrew Liou's WBB Securities Experience June 2013 - August 2013
Job Equity Research Summer Associate at Citi
Industry Financial Services
Experience
Citi June 2015 - August 2015
Schafer Cullen Capital Management, Inc. June 2014 - May 2015
PropThink January 2014 - May 2014
WBB Securities June 2013 - August 2013
Skills
Fluent in speaking..., Microsoft Office Suite, Piano Playing, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teaching, Training, Financial Modeling, SPSS, Research, Finance, Financial Analysis, Leadership, Public Speaking
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Science (BS), Applied Mathematics
Citi June 2015 - August 2015
Schafer Cullen Capital Management, Inc. June 2014 - May 2015
PropThink January 2014 - May 2014
WBB Securities June 2013 - August 2013
Skills
Fluent in speaking..., Microsoft Office Suite, Piano Playing, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teaching, Training, Financial Modeling, SPSS, Research, Finance, Financial Analysis, Leadership, Public Speaking
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Science (BS), Applied Mathematics
Hartmann Diby Hartmann Diby's WBB Securities Experience August 2012 - September 2013
Job Intern analyst at WBB Securities
Industry Financial Services
Experience
Attijariwafa bank April 2014 - Present
WBB Securities August 2012 - September 2013
Liberty Transit Inc. February 2010 - June 2011
Central Bank Of West Africa August 2009 - January 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Forecasting, Teamwork, Business Strategy, Bloomberg Terminal, Market Research, Business Planning, Financial Analysis, Banking, Finance, Investments, Corporate Finance, Economics
Education
Northwestern University 2014 — 2016
Master of Science (MS), Predictive Analytics (Statistics)
Seton Hall University 2011 — 2013
Master of Business Administration, Finance
Investment Banking Institute 2012 — 2012
Certificate, Banking, Corporate, Finance, and Securities Law
Anglia Ruskin University 2006 — 2009
Bachelors, Business Economics
Attijariwafa bank April 2014 - Present
WBB Securities August 2012 - September 2013
Liberty Transit Inc. February 2010 - June 2011
Central Bank Of West Africa August 2009 - January 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Forecasting, Teamwork, Business Strategy, Bloomberg Terminal, Market Research, Business Planning, Financial Analysis, Banking, Finance, Investments, Corporate Finance, Economics
Education
Northwestern University 2014 — 2016
Master of Science (MS), Predictive Analytics (Statistics)
Seton Hall University 2011 — 2013
Master of Business Administration, Finance
Investment Banking Institute 2012 — 2012
Certificate, Banking, Corporate, Finance, and Securities Law
Anglia Ruskin University 2006 — 2009
Bachelors, Business Economics
Pranav Ponnaluri Pranav Ponnaluri's WBB Securities Experience December 2013 - March 2014
Job Life Sciences Consultant at Navigant
Industry Biotechnology
Experience
Navigant March 2015 - Present
Disruptyx March 2014 - March 2015
PBL Assay Science March 2014 - October 2014
WBB Securities December 2013 - March 2014
Johnson & Johnson December 2012 - July 2013
Pacific Medical Centers June 2010 - August 2011
Skills
Biotechnology, Pharmaceutical Industry, Life Sciences, Equity Research, Business Strategy, Project Management, Market Research, Financial Modeling, Business Development, Microsoft Office, Data Management, Social Media, Leadership, Teamwork, Strategy, PowerPoint, Molecular Biology, Business Economics, Biochemistry
Education
The Johns Hopkins University 2015 — 2017
Master's Degree, Biotechnology w/ Entrepreneurship & Enterprise Concentration
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's Degree, Major: Biotechnology, Management & Bioscience Policy
Oakridge International School 2005 — 2010
International Baccalaureate Diploma Program, Higher Level:- Biology, Math, Business
WWP Highschool South
Navigant March 2015 - Present
Disruptyx March 2014 - March 2015
PBL Assay Science March 2014 - October 2014
WBB Securities December 2013 - March 2014
Johnson & Johnson December 2012 - July 2013
Pacific Medical Centers June 2010 - August 2011
Skills
Biotechnology, Pharmaceutical Industry, Life Sciences, Equity Research, Business Strategy, Project Management, Market Research, Financial Modeling, Business Development, Microsoft Office, Data Management, Social Media, Leadership, Teamwork, Strategy, PowerPoint, Molecular Biology, Business Economics, Biochemistry
Education
The Johns Hopkins University 2015 — 2017
Master's Degree, Biotechnology w/ Entrepreneurship & Enterprise Concentration
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's Degree, Major: Biotechnology, Management & Bioscience Policy
Oakridge International School 2005 — 2010
International Baccalaureate Diploma Program, Higher Level:- Biology, Math, Business
WWP Highschool South
Lawrence Leung's WBB Securities Experience September 2013 - November 2013
Job FLDP Global Transfer Pricing Analyst at Johnson & Johnson
Industry Financial Services
Experience
Johnson & Johnson June 2015 - Present
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2014 - June 2015
Siemens Corporation November 2013 - June 2014
WBB Securities September 2013 - November 2013
Burning Glass Technologies June 2013 - August 2013
Skills
Leadership, Data Analysis, Public Speaking, Financial Analysis, Teamwork, Organizational..., Corporate Finance, Project Management, Corporate Tax, SAP
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Business Economics, 3.68
Johnson & Johnson June 2015 - Present
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2014 - June 2015
Siemens Corporation November 2013 - June 2014
WBB Securities September 2013 - November 2013
Burning Glass Technologies June 2013 - August 2013
Skills
Leadership, Data Analysis, Public Speaking, Financial Analysis, Teamwork, Organizational..., Corporate Finance, Project Management, Corporate Tax, SAP
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Business Economics, 3.68
Jeff Hoehner's WBB Securities Experience May 2013 - Present
Job Hoehner Wealth Management
Industry Financial Services
Experience
WBB Securities May 2013 - Present
Strategic Wealth Associates April 2012 - May 2013
Morgan Stanley Smith Barney February 2006 - April 2012
Trader Electronic Media February 2005 - February 2006
Homes.com August 2000 - February 2005
Skills
Mutual Funds, Retirement, Investment Advisory, Asset Allocation, Estate Planning, Series 7, Financial Advisory, Series 63, Securities, Asset Management, Insurance, Risk Management, IRAs, 401k, Finance, Strategy, Life Insurance, Wealth Accumulation, 401k Rollovers, Leadership
Education
University of Oklahoma
Bachelor's degree
WBB Securities May 2013 - Present
Strategic Wealth Associates April 2012 - May 2013
Morgan Stanley Smith Barney February 2006 - April 2012
Trader Electronic Media February 2005 - February 2006
Homes.com August 2000 - February 2005
Skills
Mutual Funds, Retirement, Investment Advisory, Asset Allocation, Estate Planning, Series 7, Financial Advisory, Series 63, Securities, Asset Management, Insurance, Risk Management, IRAs, 401k, Finance, Strategy, Life Insurance, Wealth Accumulation, 401k Rollovers, Leadership
Education
University of Oklahoma
Bachelor's degree
Anne Marie Noronha Anne Marie Noronha's WBB Securities Experience August 2013 - Present
Job Recent Graduate from The Johns Hopkins University
Industry Research
Experience
WBB Securities August 2013 - Present
Johns Hopkins University September 2011 - May 2013
Johns Hopkins University March 2012 - October 2012
Center for Talented Youth June 2010 - August 2012
Johns Hopkins University June 2009 - August 2010
Student Technology Services at JHU September 2009 - December 2009
Skills
PCR, Molecular Biology, Research, In Vitro, Laboratory Skills, Molecular Cloning, In Vivo, Statistics, Java, Public Speaking, Youth Mentoring, Synthetic Biology, HTML, CSS, Microsoft Office, Photoshop, White Papers, Unix, Perl, Python
Education
Johns Hopkins University Advanced Academic Programs 2014 — 2015
Master of Science (MSc), Bioinformatics
The Johns Hopkins University 2009 — 2013
Bachelor of Science (BS), Cell/Cellular and Molecular Biology
WBB Securities August 2013 - Present
Johns Hopkins University September 2011 - May 2013
Johns Hopkins University March 2012 - October 2012
Center for Talented Youth June 2010 - August 2012
Johns Hopkins University June 2009 - August 2010
Student Technology Services at JHU September 2009 - December 2009
Skills
PCR, Molecular Biology, Research, In Vitro, Laboratory Skills, Molecular Cloning, In Vivo, Statistics, Java, Public Speaking, Youth Mentoring, Synthetic Biology, HTML, CSS, Microsoft Office, Photoshop, White Papers, Unix, Perl, Python
Education
Johns Hopkins University Advanced Academic Programs 2014 — 2015
Master of Science (MSc), Bioinformatics
The Johns Hopkins University 2009 — 2013
Bachelor of Science (BS), Cell/Cellular and Molecular Biology
William Kwong William Kwong's WBB Securities Experience February 2012 - June 2012
Job Risk Assurance at PwC
Industry Information Technology and Services
Experience
PwC August 2015 - Present
Zoetis February 2013 - Present
The Madison Square Garden Company October 2012 - February 2013
Gucci Group June 2012 - October 2012
Rutgers University January 2009 - October 2012
WBB Securities February 2012 - June 2012
Rutgers Business School January 2011 - May 2012
Gucci Group May 2011 - September 2011
Rutgers Business School September 2010 - January 2011
Bay Ridge Automotive November 2007 - August 2008
Skills
Microsoft Excel, Strategic Planning, Project Management, Quality Assurance, SDLC, Financial Analysis, Active Directory, Leadership, SharePoint, IT Audit, Sarbanes-Oxley Act, Analytics, Access, Time Management, Strategic Communications, Microsoft Word, Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Management Information Systems
PwC August 2015 - Present
Zoetis February 2013 - Present
The Madison Square Garden Company October 2012 - February 2013
Gucci Group June 2012 - October 2012
Rutgers University January 2009 - October 2012
WBB Securities February 2012 - June 2012
Rutgers Business School January 2011 - May 2012
Gucci Group May 2011 - September 2011
Rutgers Business School September 2010 - January 2011
Bay Ridge Automotive November 2007 - August 2008
Skills
Microsoft Excel, Strategic Planning, Project Management, Quality Assurance, SDLC, Financial Analysis, Active Directory, Leadership, SharePoint, IT Audit, Sarbanes-Oxley Act, Analytics, Access, Time Management, Strategic Communications, Microsoft Word, Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Management Information Systems
Kyle Saadeh's WBB Securities Experience January 2014 - October 2014
Job Veteran Associate at Guggenheim Partners
Industry Financial Services
Experience
Seton Hall University January 2013 - Present
United States Army Reserve January 2012 - Present
Guggenheim Partners June 2015 - August 2015
WBB Securities January 2014 - October 2014
US Army December 2007 - September 2011
Skills
Leadership, Army, Military, Intelligence Analysis, Staff Development, Intelligence, Military Experience, PowerPoint, Microsoft Office, Training, Public Speaking, Research, Operational Planning, Government, National Security, Counterterrorism, Microsoft Excel, SQL, SPSS, Multivariate Statistics
Education
Seton Hall University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, 3.6
NCO Professional Development Academy
Warrior Leaders Course
Roger Williams University 2003 — 2007
Bachelor’s Degree, Creative Writing, Political Science
Seton Hall University 2013 — 2015
Master’s Degree, International Relations and Affairs, 3.6
Seton Hall University January 2013 - Present
United States Army Reserve January 2012 - Present
Guggenheim Partners June 2015 - August 2015
WBB Securities January 2014 - October 2014
US Army December 2007 - September 2011
Skills
Leadership, Army, Military, Intelligence Analysis, Staff Development, Intelligence, Military Experience, PowerPoint, Microsoft Office, Training, Public Speaking, Research, Operational Planning, Government, National Security, Counterterrorism, Microsoft Excel, SQL, SPSS, Multivariate Statistics
Education
Seton Hall University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, 3.6
NCO Professional Development Academy
Warrior Leaders Course
Roger Williams University 2003 — 2007
Bachelor’s Degree, Creative Writing, Political Science
Seton Hall University 2013 — 2015
Master’s Degree, International Relations and Affairs, 3.6
Michael K. Yim Michael K. Yim's WBB Securities Experience May 2013 - June 2013
Job Student at University of Pennsylvania
Industry Financial Services
Experience
Moore Capital Management June 2015 - August 2015
University of Pennsylvania September 2014 - May 2015
Sonica Capital LLC June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
WBB Securities May 2013 - June 2013
Skills
Portfolio Management, Equity Research, Bloomberg Terminal, Financial Analysis, Fixed Income, Microsoft Excel, Financial Modeling, JMP, Investment Management
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (BA), Economics
Park Ridge High School 2008 — 2012
Moore Capital Management June 2015 - August 2015
University of Pennsylvania September 2014 - May 2015
Sonica Capital LLC June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
WBB Securities May 2013 - June 2013
Skills
Portfolio Management, Equity Research, Bloomberg Terminal, Financial Analysis, Fixed Income, Microsoft Excel, Financial Modeling, JMP, Investment Management
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (BA), Economics
Park Ridge High School 2008 — 2012
Anay Khanapure's WBB Securities Experience May 2013 - August 2013
Job Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies Finance LLC June 2015 - Present
Barclays May 2014 - August 2014
WBB Securities May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Java, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Equity Research, Financial Modeling, Valuation, Due Diligence, Access, Financial Analysis, Bloomberg, Finance, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Science in Finance
Jefferies Finance LLC June 2015 - Present
Barclays May 2014 - August 2014
WBB Securities May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Java, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Equity Research, Financial Modeling, Valuation, Due Diligence, Access, Financial Analysis, Bloomberg, Finance, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Science in Finance
Alec Goldberg Alec Goldberg's WBB Securities Experience July 2011 - August 2011
Job Manager, Business Development at Echo Therapeutics
Industry Higher Education
Experience
Echo Therapeutics July 2014 - Present
Columbia College, Columbia University in the City of New York September 2010 - May 2014
StreetSquash July 2009 - May 2014
Battery Ventures June 2013 - August 2013
JMP Securities May 2012 - August 2012
WBB Securities July 2011 - August 2011
Platinum-Montaur Life Sciences May 2011 - August 2011
Skills
Social Media, Spanish, Microsoft Office, PowerPoint, Research, Community Outreach, Microsoft Excel, Microsoft Word, Editing, Facebook, iWork, Fundraising, Non-profits, Grant Writing, Photoshop, Public Speaking, Data Analysis
Education
Columbia University in the City of New York 2010 — 2014
BA, Philosophy
Ramaz Upper School 2006 — 2010
Echo Therapeutics July 2014 - Present
Columbia College, Columbia University in the City of New York September 2010 - May 2014
StreetSquash July 2009 - May 2014
Battery Ventures June 2013 - August 2013
JMP Securities May 2012 - August 2012
WBB Securities July 2011 - August 2011
Platinum-Montaur Life Sciences May 2011 - August 2011
Skills
Social Media, Spanish, Microsoft Office, PowerPoint, Research, Community Outreach, Microsoft Excel, Microsoft Word, Editing, Facebook, iWork, Fundraising, Non-profits, Grant Writing, Photoshop, Public Speaking, Data Analysis
Education
Columbia University in the City of New York 2010 — 2014
BA, Philosophy
Ramaz Upper School 2006 — 2010
Craig Adler Craig Adler's WBB Securities Experience 2010 - Present
Job Alternative Investments / Capital Introduction
Industry Financial Services
Experience
WBB Securities 2010 - Present
C3 Capital, LLC 2003 - December 2010
First Creek Capital, LLC 2000 - 2003
Credit Suisse Asset Management 1997 - 2000
Daiwa Securities America 1996 - 1997
Peregrine Brokerage 1995 - 1996
Baring Securities 1994 - 1995
Skills
Hedge Funds, Trading, Equities, Securities, Commodity, Funding, Fixed Income, Capital Markets, Alternative Investments, Equity Research, Investment Banking, Portfolio Management, Investments, Equity Trading, Emerging Markets, Valuation, Private Equity, Asset Management, Mutual Funds, Corporate Finance, Investment Advisory, Structured Products, Investment Management, Management, Fund Of Funds, Asset Managment, Series 7, Options, Equity Valuation, Bloomberg, Series 63, Trading Strategies, Financial Services, Hedging, Mergers & Acquisitions
Education
University of Rochester 1983 — 1987
Bachelor of Arts, Political Science
American School in Japan 1982 — 1983
High School, College prep
John P Stevens 1979 — 1982
high school, pre-collegiate
WBB Securities 2010 - Present
C3 Capital, LLC 2003 - December 2010
First Creek Capital, LLC 2000 - 2003
Credit Suisse Asset Management 1997 - 2000
Daiwa Securities America 1996 - 1997
Peregrine Brokerage 1995 - 1996
Baring Securities 1994 - 1995
Skills
Hedge Funds, Trading, Equities, Securities, Commodity, Funding, Fixed Income, Capital Markets, Alternative Investments, Equity Research, Investment Banking, Portfolio Management, Investments, Equity Trading, Emerging Markets, Valuation, Private Equity, Asset Management, Mutual Funds, Corporate Finance, Investment Advisory, Structured Products, Investment Management, Management, Fund Of Funds, Asset Managment, Series 7, Options, Equity Valuation, Bloomberg, Series 63, Trading Strategies, Financial Services, Hedging, Mergers & Acquisitions
Education
University of Rochester 1983 — 1987
Bachelor of Arts, Political Science
American School in Japan 1982 — 1983
High School, College prep
John P Stevens 1979 — 1982
high school, pre-collegiate
Stefan Genzor, MBA Stefan Genzor, MBA's WBB Securities Experience September 2012 - October 2013
Job Marketing Analytics Analyst at Bed Bath & Beyond
Industry Higher Education
Experience
Bed Bath & Beyond October 2013 - Present
WBB Securities September 2012 - October 2013
Montclair State University September 2011 - June 2013
Third Wave Business Systems July 2008 - August 2011
Saint Vincent College 2004 - 2008
Skills
Volatility, Options Strategies, Stocks, Currency, Microsoft Office, Windows 7, Windows Server 2003, Crystal Reports, SAP Business One, VMware, R, Norton Ghost, SQL Server..., T-SQL, Active Directory, IIS, Exchange 2007/2010, LAN/WAN, E-Views, Minitab, SharePoint, Linux, Mac OS X, Cisco, Citrix, Visio, Eviews, OS X, Access, LAN-WAN, Microsoft Exchange, SQL, Statistics, Windows Server, Cisco Technologies, ERP, Financial Analysis, Analysis, Quantitative Analytics, VBA, Bloomberg Terminal, PowerPoint, Public Speaking, Customer Service, Research, Microsoft Word, Microsoft Excel, Finance, Data Analysis
Education
Montclair State University 2011 — 2013
MBA, Finance & Accounting
Saint Vincent College 2004 — 2008
B.S., Economics, Minor: Computer Science/IT, Minor: Mathematics
Bed Bath & Beyond October 2013 - Present
WBB Securities September 2012 - October 2013
Montclair State University September 2011 - June 2013
Third Wave Business Systems July 2008 - August 2011
Saint Vincent College 2004 - 2008
Skills
Volatility, Options Strategies, Stocks, Currency, Microsoft Office, Windows 7, Windows Server 2003, Crystal Reports, SAP Business One, VMware, R, Norton Ghost, SQL Server..., T-SQL, Active Directory, IIS, Exchange 2007/2010, LAN/WAN, E-Views, Minitab, SharePoint, Linux, Mac OS X, Cisco, Citrix, Visio, Eviews, OS X, Access, LAN-WAN, Microsoft Exchange, SQL, Statistics, Windows Server, Cisco Technologies, ERP, Financial Analysis, Analysis, Quantitative Analytics, VBA, Bloomberg Terminal, PowerPoint, Public Speaking, Customer Service, Research, Microsoft Word, Microsoft Excel, Finance, Data Analysis
Education
Montclair State University 2011 — 2013
MBA, Finance & Accounting
Saint Vincent College 2004 — 2008
B.S., Economics, Minor: Computer Science/IT, Minor: Mathematics
Eli Lennox's WBB Securities Experience August 2011 - January 2013
Job Web Developer
Industry Computer Software
Experience
Search Optics April 2015 - Present
G2nd Systems August 2014 - April 2015
Assault Media Marketing December 2013 - April 2015
The Eli James Organization March 2013 - April 2015
WBB Securities August 2011 - January 2013
Commonwealth Financial Network August 2009 - August 2011
Commonwealth Financial Network June 2008 - August 2009
Commonwealth Financial Network June 2006 - May 2008
AFSCME November 2003 - January 2004
Skills
PHP, Laravel, .NET, C#, Visual C#, T-SQL, T-SQL Stored Procedures, ASP.NET, ASP.NET MVC, ASP.NET AJAX, ADO.NET, Java, JSP development, Yii, MySQL, SQL, HTML, CSS, JavaScript, UML, NetBeans, Visual Studio, Eclipse, Web Design, SEO, Vendor Relationships, Program Management, Partner Relationship..., Marketing, Communications, phpMyAdmin, CRM, Access, SharePoint, Databases, Microsoft SQL Server, jQuery, Software Development, LMS Development
Education
Coleman College 2013 — 2014
Associate of Science (A.S.), Application Development
University of New Hampshire 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Justice Studies
Search Optics April 2015 - Present
G2nd Systems August 2014 - April 2015
Assault Media Marketing December 2013 - April 2015
The Eli James Organization March 2013 - April 2015
WBB Securities August 2011 - January 2013
Commonwealth Financial Network August 2009 - August 2011
Commonwealth Financial Network June 2008 - August 2009
Commonwealth Financial Network June 2006 - May 2008
AFSCME November 2003 - January 2004
Skills
PHP, Laravel, .NET, C#, Visual C#, T-SQL, T-SQL Stored Procedures, ASP.NET, ASP.NET MVC, ASP.NET AJAX, ADO.NET, Java, JSP development, Yii, MySQL, SQL, HTML, CSS, JavaScript, UML, NetBeans, Visual Studio, Eclipse, Web Design, SEO, Vendor Relationships, Program Management, Partner Relationship..., Marketing, Communications, phpMyAdmin, CRM, Access, SharePoint, Databases, Microsoft SQL Server, jQuery, Software Development, LMS Development
Education
Coleman College 2013 — 2014
Associate of Science (A.S.), Application Development
University of New Hampshire 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Justice Studies
Andrew Kleinberg, CFA's WBB Securities Experience July 2013 - Present
Job Director at WBB Securities and U.S. Marketing Representative for Ion Asset Management
Industry Financial Services
Experience
WBB Securities July 2013 - Present
Glickenhaus & Co., Inc. August 1991 - December 2012
R.L. Renck & Co., Inc. January 1990 - August 1991
Merrill Lynch June 1987 - June 1989
Skills
Hedge Funds, Equities, Series 7, Mutual Funds, Valuation
Education
University of Rochester
BA, Economics
WBB Securities July 2013 - Present
Glickenhaus & Co., Inc. August 1991 - December 2012
R.L. Renck & Co., Inc. January 1990 - August 1991
Merrill Lynch June 1987 - June 1989
Skills
Hedge Funds, Equities, Series 7, Mutual Funds, Valuation
Education
University of Rochester
BA, Economics
Mark Molowa's WBB Securities Experience September 2009 - December 2010
Job Client Service Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management November 2013 - Present
Cambridge Associates March 2011 - November 2013
WBB Securities September 2009 - December 2010
The Medicines Company May 2008 - August 2008
Celgene May 2007 - August 2007
Education
Dickinson College 2005 — 2009
Bachelor of Science (BS), Biology
Barclays Wealth and Investment Management November 2013 - Present
Cambridge Associates March 2011 - November 2013
WBB Securities September 2009 - December 2010
The Medicines Company May 2008 - August 2008
Celgene May 2007 - August 2007
Education
Dickinson College 2005 — 2009
Bachelor of Science (BS), Biology
John M. Nolan's WBB Securities Experience 2010 - 2010
Job
Industry Banking
Experience
J.P. Morgan July 2013 - Present
Barclays October 2010 - June 2013
WBB Securities 2010 - 2010
Skills
Analysis, Investments, Research, Equities, Portfolio Management, VBA, Fixed Income, Statistics, Healthcare, Biotechnology, Medicine, Mathematical Analysis, Stata, SPSS, SAS, Immunology, Crystal Ball, Linear Programming, Regression Analysis, Time Series Analysis, Factor Analysis, Cluster Analysis, PERT, Monte Carlo Simulation, Investment Valuation, Financial Modeling, Financial Analysis, Investment Banking, Asset Allocation, Alternative Investments, Equity Research, Capital Markets, Hedge Funds, Series 7, Valuation, Bloomberg, Investment Management, Finance, Mutual Funds, Bloomberg Terminal
Education
Cornell University 1997 — 2001
BA
The Johns Hopkins University 2006 — 2007
MPH
J.P. Morgan July 2013 - Present
Barclays October 2010 - June 2013
WBB Securities 2010 - 2010
Skills
Analysis, Investments, Research, Equities, Portfolio Management, VBA, Fixed Income, Statistics, Healthcare, Biotechnology, Medicine, Mathematical Analysis, Stata, SPSS, SAS, Immunology, Crystal Ball, Linear Programming, Regression Analysis, Time Series Analysis, Factor Analysis, Cluster Analysis, PERT, Monte Carlo Simulation, Investment Valuation, Financial Modeling, Financial Analysis, Investment Banking, Asset Allocation, Alternative Investments, Equity Research, Capital Markets, Hedge Funds, Series 7, Valuation, Bloomberg, Investment Management, Finance, Mutual Funds, Bloomberg Terminal
Education
Cornell University 1997 — 2001
BA
The Johns Hopkins University 2006 — 2007
MPH
Jon Henriquez's WBB Securities Experience January 2013 - May 2013
Job Director Operational Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
WBB Securities January 2013 - May 2013
New York Pizza May 2008 - October 2011
Morgan Stanley October 2004 - February 2008
AXA Equitable March 2001 - September 2003
US Army October 1996 - October 2000
Skills
Microsoft Excel, Microsoft Office, SharePoint, EDGAR, Stata, Access, Financial Analysis, Finance, PowerPoint, Analysis, Data Analysis, Microsoft Word, Financial Services, Management
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master's Degree, Economics
Rutgers University 2011 — 2012
Bachelor's Degree, Economics
Central Texas College 1997 — 1999
Associate's Degree, General Studies
Morgan Stanley June 2013 - Present
WBB Securities January 2013 - May 2013
New York Pizza May 2008 - October 2011
Morgan Stanley October 2004 - February 2008
AXA Equitable March 2001 - September 2003
US Army October 1996 - October 2000
Skills
Microsoft Excel, Microsoft Office, SharePoint, EDGAR, Stata, Access, Financial Analysis, Finance, PowerPoint, Analysis, Data Analysis, Microsoft Word, Financial Services, Management
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master's Degree, Economics
Rutgers University 2011 — 2012
Bachelor's Degree, Economics
Central Texas College 1997 — 1999
Associate's Degree, General Studies
Catherine Echavarria's WBB Securities Experience September 2013 - May 2014
Job Finance Intern at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase & Co. June 2014 - August 2014
WBB Securities September 2013 - May 2014
U.S. Department of Commerce June 2013 - September 2013
Seton Hall University Honors Program January 2012 - May 2013
Skills
International Relations, Spanish-speaking, History, Politics, Latin America, Journalism, Political Science, International Economics, Writing, Critical Thinking, Research, Editing, Economics, Diplomacy, Policy Analysis, Finance, Corporate Finance, Spanish
Education
Seton Hall University 2011 — 2015
Bachelor of Arts (BA), Bachelor of Science (BSc), Economics, Diplomacy and International Relations, 3.6/4.0
Universidad San Francisco de Quito 2012 — 2012
Intensive Summer Semester Abroad, Latin American Studies, Environmental Studies
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase & Co. June 2014 - August 2014
WBB Securities September 2013 - May 2014
U.S. Department of Commerce June 2013 - September 2013
Seton Hall University Honors Program January 2012 - May 2013
Skills
International Relations, Spanish-speaking, History, Politics, Latin America, Journalism, Political Science, International Economics, Writing, Critical Thinking, Research, Editing, Economics, Diplomacy, Policy Analysis, Finance, Corporate Finance, Spanish
Education
Seton Hall University 2011 — 2015
Bachelor of Arts (BA), Bachelor of Science (BSc), Economics, Diplomacy and International Relations, 3.6/4.0
Universidad San Francisco de Quito 2012 — 2012
Intensive Summer Semester Abroad, Latin American Studies, Environmental Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY