Aegis Capital
Industry: Company
DescriptionFounded: 1984 Subsidiaries: Aegis Capital Corporation, Research Division, Aegis Capital Corporation, Asset Management Arm
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Aegis Capital Employees
Wall Street IT Management January 2010 - Present
Aegis Capital September 2010 - Present
E1 Asset Management May 2005 - September 2010
IT Consultant September 2007 - December 2009
Retensa January 2005 - May 2005
Skills
Disaster Recovery, Project Management, Microsoft Office, Firewalls, Cisco Technologies, Servers, Software Installation, Troubleshooting, Visio, Switches, Routers, Security, Market Data, Hardware, Business Analysis, Microsoft Exchange, BGP, Windows, Data Center, IT Operations, Help Desk Support, VMware, Information Technology, IT Management, Active Directory, TCP/IP, Network Security, Networking, HTML, DNS, Virtualization, Cloud Computing, Laptops, Windows Server, VPN, SDLC, Citrix, SAN, Wireless Networking, Network Administration, Software Documentation, HP, Storage, WAN, VMware ESX, SharePoint
Education
Pace University 2003 — 2005
BS, Computer Science
Borough of Manhattan Community College 2001 — 2003
AAS, Computer Science
Innovative Food Holdings 2015 - 2015
Aegis Capital September 2014 - December 2014
Northwestern Mutual June 2013 - July 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Social Networking, Research, Customer Service, Microsoft Excel, Public Speaking, Event Planning, Social Media Marketing, Public Relations, Budgets, Sales, Marketing, Nonprofits, Financial Analysis, Facebook, Social Media
Education
Touro College 2012 — 2015
Bachelor's degree, Marketing/Marketing Management, General
Fashion Institute of Technology 2013 — 2013
Bachelor's degree
NYC Comptroller office, Bureau of Asset Management September 2011 - Present
Aegis Capital August 2010 - July 2012
HSBC September 2011 - June 2012
Sovereign Bank July 2006 - August 2010
The Rockwell Financial Group January 2009 - May 2009
Fidelity Investment March 2005 - May 2006
Skills
Financial Analysis, Equities, Securities, Marketing Strategy, Portfolio Management, Management, Mutual Funds, Options, Alternative Investments, Risk Management, Investments, Asset Management, Bonds, Trading, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Finance
Education
City University of New York-College of Staten Island
Bachelor of Science Degree, Economics/Finance
Apple September 2014 - Present
Cheevers & Company, Inc. June 2012 - August 2013
MDI Investments March 2012 - June 2012
CFAS (Chinese Fine Arts Society) January 2005 - January 2012
Aegis Capital June 2011 - August 2011
Dream Careers Inc. June 2011 - August 2011
Believe Media July 2009 - July 2009
Blueprint Design Studio March 2008 - August 2008
Ambiguous Clothing June 2007 - September 2007
University of Illinois at Chicago February 2006 - September 2006
Skills
Bloomberg Terminal, Equities, Investments, Financial Modeling, Private Equity, Valuation, Investment Banking, Bloomberg, Series 7, Alternative Investments, Equity Research, Financial Analysis, Hedge Funds, Securities, Venture Capital, Capital Markets, Portfolio Management, Corporate Finance, CME, Futures, Futures Trading, Wheat, Gold, Electronic Trading, Cello, Tennis, Golf
Education
DePaul University 2008 — 2013
Bachelor of Science (B.S.), Finance
New York University 2011 — 2011
Fashion Institute of Technology 2007 — 2007
IFS Securities July 2015 - Present
Aegis Capital August 2014 - June 2015
Aegis Capital September 2013 - June 2014
Peace Love World, LLC September 2013 - December 2013
Bulgari June 2013 - August 2013
Skills
Spanish, English, Public Relations, Microsoft Office, Microsoft Excel, PowerPoint, Marketing Strategy, Sales, Marketing, Market Research
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics
American University of Paris 2012 — 2012
TradeStation July 2014 - Present
Aegis Capital September 2013 - June 2014
Aegis Capital February 2013 - September 2013
Citibank February 2011 - February 2013
International Assets Advisory August 2012 - November 2012
Apple October 2010 - February 2011
Armani Exchange January 2008 - October 2010
Skills
Retail, Business Development, Sales, Financial Markets, Equities, Equity Research, Financial Services, Investment Banking, Investment Management, Bonds, Fixed Income, Valuation, Asset Management, Investments
Education
Florida International University 2008 — 2012
Bachelor of Business Administration (BBA), Finance and International Business
Dr. Michael Krop Senior High School 2004 — 2008
Sagrados Corazones Recoleta 1995 — 2003
Syracuse University August 2012 - Present
Aegis Capital April 2015 - August 2015
Wernert Associates June 2014 - August 2014
Skills
Team Leadership, Goal Orientation, Time Management, Presentation Skills, Communication, Microsoft Excel, PowerPoint, Event Planning, Teamwork, Customer Service, Leadership
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Syracuse University - Maxwell School 2013 — 2016
Bachelor's Degree, Economics
Worden Capital Management April 2013 - Present
RB Compliance Associates, Inc March 2013 - Present
EKN Financial Services, Inc. July 2008 - October 2012
Aegis Capital June 2005 - July 2008
Yankee Financial Services, Inc. August 2002 - June 2005
Mantis Securities, Inc. July 2000 - August 2002
David Lerner Associates, Inc. 1983 - 1987
Skills
Securities, Series 7, Equities, Fixed Income, Series 24, Series 63, Mutual Funds, Broker-Dealer, General Securities..., AML, Suitability, Series 65, KYC, CRD, FINRA
Education
Buffalo State College 1972 — 1974
BS, Industrial Arts Education
Ohio University 1970 — 1972
Industrial Arts
Morningside Translations June 2015 - Present
Kenyon College May 2012 - May 2015
Bloomberg LP May 2014 - August 2014
ICBC Financial Services LLC July 2013 - August 2013
Aegis Capital June 2013 - August 2013
Certified Title Corporation June 2012 - August 2012
Hawk Eye Tennis June 2009 - August 2010
Skills
Microsoft Office, Economics, Research, Microsoft Excel, PowerPoint, Stata, Social Media, Public Speaking, Macroeconomics, Customer Service, Entrepreneurship, Marketing Strategy, Higher Education, Minitab, Bloomberg, Bloomberg Terminal, Microsoft Word
Education
Kenyon College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Senior
Pikesville High School
Aegis Capital June 2013 - Present
Aegis Capital Corp October 2010 - June 2013
Pace University March 2010 - May 2010
VNR Home Care November 2009 - February 2010
ATA Enterprises June 2008 - August 2008
Skills
Outlook, Microsoft Excel, Wordperfect, Microsoft Works, PowerPoint, Microsoft Word, Access, Microsoft Office, Customer Service, Management, Data Entry, Teamwork, Finance, Equities, Hedge Funds
Education
Iona College 2005 — 2009
BA, Political Science
New York Career Institute
Paralegal Studies
Insight Global November 2014 - Present
Insight Global July 2014 - November 2014
Northwestern Mutual May 2013 - May 2014
Hallstar Lax April 2008 - May 2014
Aegis Capital December 2012 - January 2013
Sustainable Morristown May 2012 - September 2012
Stardust Recreation Association May 2011 - August 2012
Skills
PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Fundraising, Mac, Customer Service, Strategic Planning, Marketing Strategy, Sales, Team Building, Leadership Development, Organizational..., Advertising, Coaching, Facebook, Research, Analysis, Social Networking
Education
Ithaca College 2010 — 2014
Environmental Studies, Business
Ithaca College 2010 — 2014
Bachelor of Science, Environmental Studies
IES Paris Business & International Affairs Program 2012 — 2012
BIA Certificate, International Business
Morristown High School 2006 — 2010
Morristown High School 2006 — 2010
JPMorgan Chase April 2014 - Present
SQN Capital Management, LLC January 2014 - April 2014
Aegis Capital January 2013 - December 2013
Atlantic Partners Financial Group 2012 - 2012
Sioni & Partners 2012 - 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Finance, Business Analysis, Financial Modeling, Investments, Sales, Financial Analysis, Forecasting, Analysis, Valuation, Portfolio Management, Corporate Finance, Bloomberg Terminal, Equities, Due Diligence, Fixed Income, Equity Valuation, Derivatives, Financial Reporting
Education
Pace University - Lubin School of Business 2011 — 2013
Graduate, Finance - Investment Management
Missouri State University 2009 — 2011
Bachelor, Finance
Missouri State University 2007 — 2009
Bachelor, International Business
Deloitte June 2015 - Present
Penn Mutual June 2014 - August 2014
Aegis Capital August 2013 - October 2013
A Toute Heure April 2011 - August 2012
Skills
Open Office, Open Office Writer, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Team-oriented, Public Speaking, Multi Tasking, Mathematics, Statistics, Time Management, Data Analysis, SPSS, Teamwork
Education
New York University 2012 — 2016
Mathematics and Economics
Cranford High School 2008 — 2012
Spinneret Inc July 2014 - Present
JPMorgan Chase February 2013 - July 2014
Aegis Capital June 2012 - August 2012
Car Beyond Store August 2006 - May 2012
Aegis Capital June 2011 - August 2011
Skills
Credit Analysis, Business Development, Customer Service, Banking, Data Analysis, Financial Modeling, Financial Analysis, Leadership, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Valuation, Microsoft Office, Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Bachelor of Science (B.S.), Economics
University of Arizona 2008 — 2010
Aegis Capital June 2013 - August 2013
Shanghai Hongjiehui Investment Management December 2012 - January 2013
Beijing Zhong Hong Rong Investment Gurantee July 2009 - September 2009
Skills
Microsoft Office, C++, R, Matlab, Quantative Analysis, Financial & Operational..., Financial Accounting, Equity Research, Finance, Quantitative Finance, Financial Analysis
Education
Boston University Graduate School of Management 2012 — 2014
Master of Science (M.S.), Mathematical Finance
The Ohio State University - The Max M. Fisher College of Business 2009 — 2012
Bachelor of Science (BS), Majors: Finance, Mathematics Minor: Economics, 3.7/4.0
Shanghai Institute of Foreign Trade 2007 — 2009
Journalism
UBS Investment Bank July 2015 - Present
BNP Paribas July 2014 - July 2015
Greystone Equity Fund January 2013 - May 2014
UBS June 2013 - August 2013
Aegis Capital June 2012 - August 2012
Needham & Company December 2011 - January 2012
Skills
Investments, Bloomberg Terminal, Financial Markets, Financial Modeling, Financial Analysis, Trading, Capital Markets, Fixed Income, Valuation, Economics, Equity Valuation, Microsoft Excel, Financial Accounting, Marketing, Investment Management, Equity Trading
Education
Marist College 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics
Xavier 2006 — 2010
Aegis Capital March 2014 - August 2014
Bounce - Business Owners Unite. Networking, Coaching & Education. July 2013 - January 2014
Twinergy Nutrition February 2012 - July 2013
Athenas Wellness Practice August 2010 - May 2012
The Vitamin Shoppe September 2006 - May 2008
Turbo Twins Auto Detailing February 2004 - September 2006
Skills
Life Coaching, Nutrition, Coaching, Relaxation, Training, Wellness, Hypnotherapy, Nutritional Counseling, Wellness Coaching, Holistic Health, Consulting, Fitness
Education
University of the Rockies 2014 — 2016
Masters of Arts in Psychology of Organizational Development and Leadership, Career Exploration/Awareness Skills
Quantum University 2012 — 2013
Dr. and Phd in Natural Medicine, Naturopathic Medicine/Naturopathy
Southwest Institute of Healing Arts 2011 — 2012
Mind and Body Wellness Practitioner, Mind and Body wellness, 4.0
Dowling College 2006 — 2008
Bachelor of Arts (B.A.), Psychology, 3.4
Aegis Capital investmentsMaxim Group2000 - 2010
Education
New York Institute of Technology 1992 — 1994
Bachelor's degree
WAC Lighting December 2013 - Present
Hofstra University August 2012 - Present
Hofstra University April 2013 - December 2013
Aegis Capital November 2012 - February 2013
Acumen Investment Co., Paulson Investments Inc. June 2009 - December 2011
Skills
Facebook, PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Social Networking, Research, Tumblr, Blogging, Social Media Marketing, Customer Service, Statistics, Outlook, Market Research, Google Docs, Editing, Advertising, Marketing Communications, Marketing, Leadership, Public Relations, Time Management, Management, Data Analysis, Sales
Education
Hofstra University 2010 — 2013
Bachelor's degree, Marketing / Business Administration
Mutual of America June 2015 - Present
Aegis Capital August 2014 - February 2015
Camacho & Seijas, S.L. September 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Data Entry, Facebook, Market Research, Social Networking, Event Planning, Research, Public Speaking, Leadership, Customer Service, Photoshop, Social Media Marketing
Education
Syracuse University 2010 — 2014
Aegis Capital September 2012 - Present
Global IT Development August 2009 - Present
Rockwell Securities January 2011 - March 2012
John Thomas Financial July 2010 - January 2011
Levenger June 2009 - August 2009
Skills
Sales, PowerPoint, Microsoft Excel, Public Speaking, Research, Marketing, Investments, Accounting, Financial Analysis, Photoshop, Leadership, Microsoft Word, Entrepreneurship, Start-ups, Management
Education
Elon University - Martha and Spencer Love School of Business 2005 — 2010
Bachelor's Degree, Accounting and Business Administration
Fairport High school 2002 — 2005
Elite Associates October 2014 - Present
Premier Commercial February 2012 - September 2014
Aegis Capital May 2011 - September 2011
Skills
Retail, Property Management, Sales, Building Permits, Leasing, Marketing Strategy, Commercial Real Estate, Selling, Small Business, Real Estate Economics, New Business Development, Contract Negotiation, Brokerage, Leases, Real Estate Development, Real Estate Transactions, Valuation, Investment Properties, Due Diligence, Referrals, Investments, Foreclosures, Analysis, Location Intelligence, Sellers, Mergers & Acquisitions, Residential Homes, Investors, Real Estate Financing, Short Sales, Negotiation, Asset Management, Management
Education
Becker College 2007 — 2011
B.S., Business Management
Hoosac Preparatory School 2004 — 2007
High School Degree
MarketBridge May 2013 - Present
Qorvis Communications June 2011 - May 2013
Corporate Executive Board December 2004 - May 2011
Aegis Capital June 2001 - August 2002
Skills
Business Development, Digital Media, Marketing, Strategic Communications, Strategy, Public Relations, Marketing Strategy, Salesforce.com, Marketing Management, Business Strategy, Sales, Entrepreneurship, Leadership, Lead Generation, Digital Marketing
Education
Loyola University New Orleans 2000 — 2004
J.P. Morgan August 2014 - Present
MarkitSERV September 2013 - August 2014
Morgan Stanley August 2012 - August 2013
Depository Trust & Clearing Corporation May 2011 - July 2012
Aegis Capital June 2010 - September 2010
Skills
Financial Planning, VBA, Derivatives, Access, Bloomberg Terminal, Bloomberg, SDLC, Portfolio Management, Investments, Microsoft SQL Server, Fixed Income, Asset Management, Microsoft Excel, Settlement, Fund Administration, Equities, Mutual Funds, ETFs, R, Matlab, Excel, Clearing, Swaps, Corporate Actions, Securities, Business Analysis, Financial Risk
Education
Clark University 2009 — 2011
Master of Science in Finance, Finance
Beijing International Studies University 2005 — 2009
Bachelor of Arts in English Language and Literature, English Language and Literature
Viewpost July 2014 - Present
Aegis Capital May 2011 - May 2013
Skills
Management, Team Leadership, Customer Service, Finance, Marketing, Customer Experience, Financial Services, Wealth Management, Leadership, Strategic Planning, Networking, PowerPoint, Sales, Financial Analysis, Social Media, Public Speaking, Event Planning
Education
Valencia College 2013 — 2014
Associate of Arts (AA), Economics
Southern Connecticut State University 2007 — 2011
Mathematics and Finance
Aflac 2010 - Present
First Quality Maintenance April 2005 - August 2011
Aegis Capital June 2010 - September 2010
Ginorio Tax Service January 2006 - January 2010
Jackson Hewitt Tax Services December 2005 - April 2007
Skills
Microsoft Excel, Microsoft Office, Finance, Health Insurance, Insurance, Life Insurance, Term Life Insurance, Whole Life, Voluntary Employee..., Consultants, Employee Benefits, Insurance Brokerage, PowerPoint, Microsoft Word, Data Analysis, Public Speaking, Section 125 Plans, Ancillary Benefits, Employee Benefits Design, Group Benefit Plans, Executive Benefit..., Survivor Income, Dental Insurance, Individual Health..., Supplemental Health, Vision Insurance, Group Medical, Senior Products, Licensed Life & Health..., Licensed Life Insurance..., Disability Benefits, Health Savings Accounts, Universal Life, Fixed Annuities, HR Consulting, Consulting, Healthcare Consulting, Benefits Negotiation, Affordable Care Act, Healthcare, Disability Insurance, Enrollment Services, Critical Illness, Accident Insurance, Employee Engagement, Employee Wellness..., Open Enrollment, FICA, Sales Motivation, Online Research
Education
Per Scholas Institute for Technology 2014 — 2014
CompTIA A+ Network+, Information Technology
Laguardia Community College 2012 — 2014
Associate's degree, Business Administration and Management, General
Baruch College, City University of New York (CUNY)
United States Air Force July 2014 - Present
EY June 2013 - August 2013
Barclays Capital May 2012 - August 2012
Financial Industry Regulatory Authority May 2011 - August 2011
Aegis Capital May 2010 - August 2010
Skills
FX trading, FX Options, Equity Trading, Microsoft Excel
Education
State University of New York at Binghamton 2013 — 2014
Master of Science (MS), Accounting
State University of New York at Binghamton 2009 — 2013
Bachelor of Science, Accounting and Finance
North Shore High School 2005 — 2009
Massimo Gallotta Productions LTD March 2015 - March 2015
Asian MBA International July 2014 - November 2014
Aegis Capital May 2014 - July 2014
HuaTai Securities Co.,Ltd. May 2013 - August 2013
Advertising Interdependence Co. Ltd May 2012 - August 2012
Skills
Microsoft Excel, QuickBooks, Financial Statement..., General Ledger, US GAAP, SQL, Accounting, Access, Teamwork, PowerPoint, Microsoft Word, Photoshop, Research, Data Analysis, Photography, Event Planning, Customer Service, Social Media, Market Research, Excel, Time Management, Event Management, Chinese, Watercolor
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master's Degree, Accountancy
Colby Sawyer College 2010 — 2014
Bachelor's Degree, Business Administration-Finance and Accounting Concentration
Eisner Associates LTD November 2014 - Present
Aegis Capital April 2011 - October 2014
Bishop, Rosen & Co., Inc. May 2007 - April 2011
Skills
Series 7, Series 63, Financial Analysis, Strategic Financial..., Options Strategies, Microsoft Office, Stock Trading, Rule 144, Communication, Account Management, Securities, Alternative Investments, Mutual Funds, Finance, Trading, Team Building, Financial Planning, Budgets, Accounting, Management, Financial Reporting, Microsoft Excel, Microsoft Word, Sales, QuickBooks
Education
Touro College 2010 — 2012
Bachelor's of Science, Accounting
Aegis Capital June 2012 - Present
Stony Brook University 2013 - 2013
Best Buy October 2010 - September 2012
Skills
Sales, Finance, Microsoft Office, Microsoft Excel, Microsoft Word, Portfolio Management, Management, Investments
Education
Stony Brook University 2010 — 2014
Business Administration specialization Finance, Japanese Language
Harter Secrest & Emery LLP September 2015 - Present
Volunteer Lawyers Project March 2015 - May 2015
Harter Secrest & Emery LLP May 2014 - July 2014
Office of the Attorney General of the State of New York June 2013 - August 2013
the Inns of Aurora June 2013 - August 2013
Aegis Capital June 2011 - August 2011
The Sherwood Inn June 2009 - August 2009
Skills
Microsoft Office, Westlaw, Lexis, Research, Legal Writing, Outlook, Legal Research, PowerPoint, Microsoft Word
Education
State University of New York at Buffalo - Law School 2012 — 2015
Doctor of Law (JD)
State University of New York at Binghamton 2008 — 2012
BS Financial Economics; BA Mathematics, Cum Laude
Casa Grande Realty January 2010 - Present
Premier Team Real Estate April 2009 - January 2010
Casa Grande Realty March 2007 - April 2009
Resident Realty January 2006 - March 2007
Aegis Capital January 1990 - January 2006
Asset Plus Corp. March 1987 - January 1990
Skills
Investment Properties, Marketing, Real Estate, Sellers, Negotiation, Residential Homes, Sales, Property, Commercial Real Estate
Education
The University of Texas at Austin 1981 — 1986
CML July 2013 - Present
Stihl April 2012 - May 2013
Cherub Media Ltd... 2008 - 2011
Aegis Capital June 2008 - March 2010
GLCC of South Florida July 2007 - January 2008
Stonewall Library and Archives June 2007 - January 2008
Morgan Stanley June 2007 - 2008
Citibank March 2006 - May 2007
Rabobank International December 2003 - March 2006
SunTrust Investment Services November 2001 - November 2003
Skills
Financial Analysis, Public Speaking, Start-ups, Business Development, Management, Strategic Planning, Strategy, Marketing, Training, Executive Management, Social Media, Leadership, Business Strategy, Marketing Strategy, Business Planning, Entrepreneurship, Budgets, Financial Modeling, Financial Services, Process Improvement
Education
Averett University 2000 — 2002
MBA
George Mason University 1990 — 1995
BA, International Relations
Aegis Capital December 2013 - March 2014
Great Wall Securities May 2012 - July 2012
Guotai Junan Securities Assets Management June 2011 - August 2011
Skills
Microsoft Office, R, Statistics, Economics, Financial Economics, Data Analysis, Banking, Eviews, Mandarin, Teamwork, Stata, VBA
Education
Columbia University in the City of New York 2013 — 2014
Master of Arts (M.A.), Statistics
National University of Singapore 2009 — 2013
Bachelor of Science (BSc), Statistics (Specialization in Finance and Business Statistics) and Economics, Honours
FIS June 2015 - Present
Aegis Capital June 2014 - January 2015
Marksman Security Corporation December 2010 - December 2014
Skills
Critical Thinking, Competitive Analysis, Management, Computer Science, Leadership, Microsoft Technologies, Sales, Public Speaking, Training, Business Intelligence, IT Operations, Data Analysis, Data Mining, Business Process..., Customer Service, Microsoft Excel, Microsoft Word
Education
University of South Florida 2014 — 2016
Master’s Degree, Management Information Systems, Business Intelligence
University of South Florida 2012 — 2014
Bachelor’s Degree, Management Information Systems, Business Intelligence
University of South Florida 2010 — 2012
Bachelor’s Degree, Electrical and Electronics Engineering
Broward Technical Colleges; Atlantic, McFatter and Sheridan 2008 — 2010
Technical Degree, Computer Technology/Computer Systems Technology, 4.0
Broward Community College
Associate's degree, N/A, 4.0
Bloomberg December 2009 - Present
Buckman, Buckman and Reid June 2003 - July 2009
Aegis Capital November 2000 - June 2003
Cantor Fitzgerald August 1999 - November 2000
Skills
Equity Trading, LAN Switching, Cisco Routing &..., HP Server Hardware, IBM Servers, Solaris, Red Hat Linux, Options, AIX, Troubleshooting, Equities, Data Center, Linux, ITIL v3 Foundations..., Juniper, Cisco Routers
Education
DeVry University 2008 — 2009
BS, Technical Management with a concentration in Computer Network and Communications Management
Saint John's University 1996 — 1999
BS, Finance
Fairfield University 1994 — 1996
Career Bridge March 2014 - Present
Phlavor.org March 2014 - Present
Aegis Capital November 2011 - January 2012
Sears Holdings Corporation June 2010 - November 2010
Skills
Time Management, Accounting, Economics, Creativity, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Photoshop, Financial Analysis, Data Analysis, Leadership, Mathematics, Writing
Education
State University of New York at Stony Brook 2007 — 2011
Bachelor of Arts (B.A.), Economics
NeuroLeadership Institute August 2015 - Present
Hulu January 2013 - April 2014
Hulu September 2011 - January 2013
Aegis Capital August 2011 - August 2011
MLKJ Business Empowerment Center February 2011 - April 2011
PWPP(People's World Peace Project) June 2010 - August 2010
SK Financial Services February 2010 - July 2010
Skills
Accounts Payable, US GAAP, Accounting, Auditing, Account Reconciliation, Start-ups, Analysis, Due Diligence, Finance, Financial Reporting, Financial Statements, GAAP, Financial Modeling
Education
Clark University 2009 — 2011
Master of Business Administration, Expanding Accounting
AB January 2015 - Present
AllianceBernstein June 2013 - December 2014
BlackRock June 2012 - August 2012
Aegis Capital June 2011 - August 2011
Skills
Matlab, SQL, Java, Unix, Microsoft Word, Microsoft Excel, Research, Higher Education, Data Analysis, VBA
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2013
BSc, Operations Research: Engineering Management System
Accenture August 2015 - Present
CYH Capital Inc./ Yihai Property Holdings Co. ltd May 2013 - June 2015
Aegis Capital June 2012 - September 2012
Northern Arizona University Student Managed Investment Fund August 2011 - December 2011
Vora Wealth Management June 2011 - August 2011
Skills
Microsoft Excel, Research, Mathematics, Financial Analysis, Microsoft Word, Management, Communication, Oracle SQL Developer, Marketing Strategy, Portfolio Management, Outstanding..., Hosting Events, Operations Management, Brokerage, Leadership, Investments, Finance, Data Analysis
Education
New York University 2013 — 2014
Master of Science (M.S.), Risk Management
Northern Arizona University 2009 — 2011
Bachelor's degree, Finance
Shandong University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Van Eck Global April 2011 - Present
Aegis Capital September 2010 - April 2011
Philippine Metropolitan Bank and Trust Company June 2009 - August 2009
Philippine Metropolitan Bank and Trust Company May 2009 - August 2009
Claremont Graduate University January 2009 - May 2009
China Minsheng Bank May 2007 - May 2008
Skills
Equities, Bloomberg, Financial Modeling, Derivatives, Portfolio Management, Hedge Funds, Asset Management, Alternative Investments
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2008 — 2010
MS, Financial Engineering
School of International Economy and Trade Guangdong University of Foreign Studies 2004 — 2008
Bachelors of Science, Economics
Paulson Investment Company 2014 - Present
Aegis Capital March 2013 - October 2013
Cabot Lodge Securities August 2012 - March 2013
Joseph Gunnar & Co, LLC November 2010 - August 2011
Gheith Wireless Distributors, Inc. August 2009 - November 2010
Skills
Microsoft Office, Hoovers, Quickbooks, Equities, Series 7, Investments, Investment Banking, Private Equity, Fixed Income, Series 63, Foreign Exchange, Trading Systems, Financial Modeling, Equity Trading, Options, Financial Analysis, Portfolio Management, Wealth Management, Microsoft Excel, Alternative Investments, PowerPoint, Finance, Bonds, Investment Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Asset Management, Hedge Funds
Education
Saint John's University 2006 — 2010
Bachelor of Science, Finance
Penn State University 2005 — 2006
Finance, General
Brooklyn Tech High School 2001 — 2005
Civil Engineering
Al Noor School
Al Noor School
Al Noor School
Aegis Capital February 2015 - September 2015
IMPACT Leadership 21 in United Nations, New York April 2014 - July 2014
China Construction Bank September 2012 - March 2013
Shanghai Pudong Development Bank June 2011 - August 2011
Skills
SQL, SPSS, SAS, Data Analysis, Financial Analysis, Data Mining, Financial Modeling, Strategy, Microsoft Excel, PowerPoint, Business Strategy, Forecasting, Finance, Leadership, Marketing, Management, Research, Teamwork, Analysis
Education
Fordham Gabelli School of Business 2013 — 2015
Master of Science (MS), Applied Statistics and Decision Making, 3.65
Fort Hays State University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.5
Zhengzhou University 2008 — 2012
Bachelor's degree of Economics, International Finance, 3.6
Morgan Stanley February 2015 - May 2015
Aegis Capital December 2012 - July 2013
Syngenta February 2012 - May 2012
ManpowerGroup June 2011 - August 2011
Skills
Bloomberg Terminal, SPSS, Microsoft Office, VBA, Time Management, PowerPoint, Financial Statement..., Technical Analysis, Thomson One, S+, SQL, SAS, MS Excel Pivot Tables, Macro, At Multitasking, Problem Solving, Interpersonal Skills, Cross-cultural..., Structured Products, Personal Communication, IBM ONDEMAND
Education
St. John's University 2012 — 2014
Master's Degree, Investment management
Beijing Forestry University 2008 — 2012
Bachelor's Degree, Business Administration and Management, General
Alexander Capital March 2014 - Present
Aegis Capital June 2010 - March 2014
Morgan Stanley Smith Barney 2007 - 2010
Skills
Uniform Combined State..., Series 7, Wealth Management, Retirement Planning, Investment Strategies, Asset Allocation, Mutual Funds, Equities, Alternative Investments, Investments, Series 63, Fixed Income, Portfolio Management, Securities, Bonds, Strategic Financial..., Asset Managment, IRAs, Equity Research, IPO, Investment Advisory, Trading, Hedge Funds, FINRA, Options, Capital Markets, Equity Trading, Investment Banking, Private Equity, Corporate Finance, Capital, Venture Capital, Private Placements, Equity Capital Markets, Institutional..., Asset Management
Education
Saint Joseph's University
BA, Finance & Economics
Christian Brothers Academy
Nomura March 2014 - Present
Invesco Ltd. September 2011 - September 2012
Marc Anthony Productions January 2010 - August 2011
Aegis Capital May 2010 - April 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Streets & Maps, Adobe Professional, Citrix, Quicken, HTML, Entourage, Argus Modeling, Spreadsheets, Finance, Research, Microsoft Office, Front Office, Negotiation, Office Management
Education
Florida International University 2009 — 2011
BA, Finance/ International Business
Miami Dade College 2008 — 2009
A.A., Business Administration
Columbia University Medical Center September 2014 - Present
University of Chicago September 2010 - Present
University of Chicago October 2011 - July 2014
Aegis Capital June 2012 - September 2012
Morgan Joseph TriArtisan LLC June 2011 - September 2011
North Shore LIJ July 2009 - August 2009
Allison Lab Memorial Sloan Kettering Cancer Center June 2008 - September 2008
Polytechnic Institute of NYU, Richard Gross Laboratory June 2007 - September 2007
Education
University of Chicago 2010 — 2014
Bachelor of Arts, Biology
Ramaz Upper School 2006 — 2010
Columbia University in the City of New York
Doctor of Philosophy (PhD), Biology (Immunology)
Aegis Capital September 2013 - May 2015
North Carolina State University August 2008 - December 2012
Northwestern Mutual May 2011 - January 2012
Skills
Equity Capital Markets, Relating to Clients, Soft Skills, Institutional..., Series 7, Series 63
Education
North Carolina State University 2008 — 2012
BSBA, Marketing, Finance
Woodberry Forest 2004 — 2008
High School Diploma
American Diabetes Association May 2015 - Present
Aegis Capital August 2014 - Present
RASFA Corp June 2007 - Present
Rockwell Securities May 2013 - August 2014
Rockwell Global Capital December 2010 - May 2013
GJR Partners Inc June 2010 - October 2012
Obsidian Finance Group, LLC April 2007 - July 2010
S.W. Bach December 2003 - April 2007
Harrison Securities October 2001 - December 2003
Global Capital Partners LLC January 2001 - October 2001
Skills
Stocks, Psychology, Building Relationships, Brokerage, Series 7, Problem Solving, Creative Strategy, Thinking Outside The Box, Sales Presentations, Mathematical Statistics, Chart Analysis, Strategy Implementation, Management, Entrepreneurship, Series 63, FINRA, Equities, Investments, Trading, Wealth Management, Financial Services, Capital Markets, Securities, Finance, Series 24, Mutual Funds, Portfolio Management, Asset Management, Alternative Investments, Financial Planning, Asset Allocation, Customer Service, Financial Analysis, Investment Banking, Investment Advisory, Fixed Income, Options, Retirement Planning, Private Equity, Risk Management, Due Diligence, Investment Strategies, Bonds
Education
Nassau Community College 1993 — 1995
Education, Psychology, Statistics, English
Clarke H.S. 1989 — 1993
Gottesman Company October 2013 - Present
Aegis Capital December 2012 - April 2013
Eaton Corporation February 2012 - May 2012
Bank of Communications Limited July 2010 - September 2010
China Galaxy Securities July 2009 - September 2009
Skills
Financial Modeling, Risk Management, Microsoft Excel, Data Analysis, Financial Analysis, Research, Valuation, Bloomberg, Corporate Finance, Portfolio Management, Investment Banking, Analysis, Mergers & Acquisitions, Finance
Education
Fordham University 2012 — 2013
Master of Science (M.S,), Finance
Shanghai University of Finance and Economics 2008 — 2012
BBA in Marketing; BS in Finance
Rubenstein Public Relations March 2015 - Present
Aegis Capital July 2014 - February 2015
Consorte Marketing June 2013 - November 2013
Stevens Coop School July 2012 - July 2013
Alison Borelli March 2004 - June 2007
Tony & Tina November 1999 - November 2003
Skills
I am proficient in...
Education
Fashion Institute of Technology 1996 — 1999
Bachelor of Science (BS), Cosmetic and Fragrance Marketing
Empire Wealth Strategies September 2015 - Present
Webster Bank January 2015 - May 2015
Aegis Capital May 2014 - August 2014
Harold Levinson Associates May 2012 - August 2013
Incredible Feets March 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Social Media
Education
Quinnipiac University 2011 — 2015
Bachelor of Science (B.S.), Finance
Kellenberg Memorial High School 2007 — 2011
High School
SS&C GlobeOp August 2015 - Present
BNY Mellon February 2014 - August 2015
BNY Mellon May 2012 - February 2014
La Salle University January 2011 - May 2012
Lower Merion Township Finance Department May 2011 - August 2011
Aegis Capital June 2010 - August 2010
Skills
Bloomberg, Securities, Financial Analysis, Microsoft Excel, Financial Reporting, Management, Team Leadership, SQL, Financial Modeling, Strategic Leadership, Marketing Communications, Web Design, Value Selling, Software Development, Tax Accounting, Statistical Modeling, Bloomberg Terminal, Microsoft Office, Qualitative Research, Access, Eagle Investment Systems, GTM, GSP, SWIFT messages, HTML, CSS, JavaScript
Education
La Salle University - School of Business Administration 2008 — 2012
Bachelors, Finance
Iona Prep 2004 — 2008
High School Diploma
Aegis Capital March 2013 - October 2014
Skills
stock picking, Fixed Income, Portfolio Management, Private Equity, Investment Banking, Sales, Equities, Bridge Financing, High Net Worth..., Asset Allocation, Municipal Bonds, Sales Management, Technical Analysis, Options, Tax Efficient..., Fundamental Analysis, Series 7, Securities, Investments
Education
University at Albany, SUNY 2009 — 2012
Economics
Dutchess Community College 2006 — 2008
Business Administration and Management, General
Citi May 2015 - Present
Vettery February 2015 - May 2015
NetJets June 2014 - August 2014
Sponsors for Educational Opportunity June 2014 - August 2014
Fundación Créate January 2014 - May 2014
Aegis Capital June 2013 - July 2013
New York Cares January 2013 - May 2013
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Economics, Spanish, Strategy
Education
NYU Stern School of Business 2012 — 2016
Economics
New York University Madrid, Spain
Spanish, 4.0
The Hong Kong University of Science and Technology
International Business Exchange Program, Finance and Economics
Lincoln Investment 2003 - Present
Aegis Capital 2000 - 2003
Wien Securities 1997 - 2000
Skills
Series 63, Series 7, FINRA, Investments, Equities, Financial Services, Mutual Funds, Finance, Retirement Planning, Securities, Asset Allocation, Wealth Management, Asset Management
Education
Penn State University 1990 — 1994
BA, Business Administration
Dynamis Capital Management, LLC May 2015 - August 2015
Aegis Capital June 2014 - August 2014
Skills
PowerPoint, Analysis, Accounting, English, Research, Outlook, Technical Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Windows, Equities, Options, Microsoft SQL Server, SQL, Relational Databases
Education
Brooklyn College - CUNY 2013 — 2015
Bachelor of Science; Bachelor of Business Administration, Business Admin. - Finance & Investments; Economics
Queensborough Community College 2009 — 2012
Associate of Science (A.S.), Business Administration
Capital One April 2015 - Present
Aegis Capital May 2014 - April 2015
National Securities November 2012 - May 2014
Obsidian Financial Ltd 2011 - December 2012
JP Turner & Company, LLC September 2009 - January 2011
Skills
Investments, Securities, Wealth Management, Series 7, Equities, Series 63, Investment Strategies, Financial Services, Alternative Investments, Private Equity, Hedge Funds, Options, Asset Allocation, Mutual Funds, Portfolio Management, Online Advertising, Retirement, Asset Management, Trading, Investment Banking, Retirement Planning, Strategic Financial..., IRAs, Equity Trading, Bonds, Wealth, Financial Markets, 401k, ETFs, Private Placements, Series 65, Retirement Savings, Finance, Risk Management, Fixed Income, Investment Advisory, Financial Analysis, Financial Modeling, Financial Advisory, Banking
Education
Yeshiva of Flatbush High School 1998 — 2002
High School
SUNY Albany
Finance, General
Aegis Capital August 2014 - May 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Series 7, Series 63, Bloomberg, Equities
Education
Pace University - Lubin School of Business 2008 — 2015
Bachelor of Business Administration (BBA), Finance, General
Eliko Antique & Decorative Rugs June 2006 - Present
DSA Property Group June 2014 - July 2015
The Besen Group May 2013 - May 2014
Aegis Capital May 2013 - August 2013
Marcus & Millichap May 2012 - January 2013
Bond New York July 2011 - December 2011
Skills
Rentals, Selling, Sellers, Real Estate, Real Estate Transactions, First Time Home Buyers, Buyer Representation, Listings, Residential Homes, Apartments, Sales, Property Management, Referrals, Commercial Real Estate
Education
City University of New York-Baruch College 2010 — 2014
Entrepreneurship/Entrepreneurial Studies
Qualtrics September 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Aegis Capital May 2014 - August 2014
Columbia West Capital August 2013 - December 2013
Crewe Capital April 2013 - August 2013
IndustryPro January 2013 - April 2013
Chargeback.com January 2013 - April 2013
Students for Social Innovation August 2012 - December 2012
Covidien June 2012 - August 2012
Skills
Statistics, Microsoft Office, Microsoft Excel, Problem Solving, Writing, Technology, Ski, Lacrosse, Finance, Customer Service, Photoshop, Market Research, Hedge Funds
Education
Brigham Young University 2012 — 2016
Sophomore
Brigham Young University 2011 — 2015
Finance
Aegis Capital
Skills
Investments, Portfolio Management, Financial Analysis, Finance, Risk Management, Equities, Asset Management, Financial Modeling, Investment Banking, Financial Services, Corporate Finance, Financial Planning, Due Diligence, Management, Securities, Business Strategy, Customer Service, Fixed Income, Wealth Management, Series 7
Education
Queens College
UPS March 2015 - Present
UPS August 2014 - March 2015
Northwestern Mutual February 2014 - August 2014
Aegis Capital July 2012 - January 2014
Skills
Transportation, Investments, International Logistics, Finance, Operations Management, Wealth Management, Air Freight, LTL, Customer Service, Financial Services, Private Equity, Retirement Planning, Process Improvement, Series 63, Investment Banking, Private Banking, Investment Strategies, Institutional..., Money Management, Mutual Funds, Series 7, Securities, Financial Analysis, Asset Allocation, Leadership, Strategic Planning, Sales, Management
Education
Farmingdale State University of New York 2007 — 2011
Bachelor of Science (BS), Business Management, Minor in Legal Studies
Scott-Free Scholarship Foundation May 2015 - Present
YMH, Inc. April 2015 - Present
Spanish for Fun May 2013 - March 2015
YMH, INC. 2012 - 2013
Scott-Free 2010 - 2013
Waterville Research 2009 - 2009
Etrade Financial 2006 - 2007
TD Waterhouse 2005 - 2006
Pond Securities 2003 - 2003
Aegis Capital 1993 - 2001
Skills
Event Management, Non-profits, Fundraising, Proposal Writing, Competitive Analysis, Nonprofits, Strategy, Analysis, Business Development, Research, Marketing Strategy, Volunteer Management, Strategic Planning, Leadership, Social Media, Management, Microsoft Office, Finance, Event Planning, Customer Service, Marketing, Financial Analysis, Team Building, Executive Management, Project Planning
Education
Adelphi University 1990 — 1995
B.B.A., Finance
Northwestern Mutual NYC-MIDTOWN January 2013 - Present
Aegis Capital May 2012 - February 2013
JPMorgan Chase September 2011 - May 2012
InYourClass corp. August 2010 - May 2012
Skills
Keen Listener, Passion for Helping..., Inspiring People, Establishing..., Financial Analysis, Risk Management, Wealth Management, Tax-advantaged..., Financial Planning, Finance, Fixed Income, Business Planning, Estate Planning, Securities, Investments, Financial Advisory, Retirement, Financial Modeling, Personal Planning..., Asset Allocation, Start-ups, Public Speaking, Social Networking, Marketing, Fundraising, Negotiation
Education
Queens College 2007 — 2010
Bachelor’s Degree, Finance
Aegis Capital
Skills
Hedge Funds, Investments, Financial Markets, Strategy, Alternative Investments, Trading
Education
City University of New York-Baruch College - Zicklin School of Business
MS, Finance
CAIA Association
Chartered Alternative Investment Analyst
FINRA
Series 3, 62 & 63
Citi November 2014 - Present
Talson Capital Management LLC April 2013 - November 2014
Aegis Capital November 2012 - April 2013
Condor Alpha Asset Management June 2012 - August 2012
The Heritage Foundation June 2011 - May 2012
Jones Lang July 2010 - July 2010
Skills
Analysis, Asset Management, Due Diligence, Economics, Hedge Funds, Investments, Leadership, Marketing, Mutual Funds, Policy, Policy Analysis, Political Science, Politics, Portfolio Management, Public Policy, Research, Sales, Stata, Strategy, CRM
Education
The George Washington University 2008 — 2011
Bachelor of Sciences, Economics; International Affairs & Russian Language and Literature
West Virginia University January 2013 - Present
West Virginia University June 2011 - January 2013
Aegis Capital April 2010 - January 2012
West Virginia University March 2011 - June 2011
Heiskell, King, Burns and Tallman June 2008 - March 2009
Primary Care Center of Mt. Morris October 2000 - June 2008
Medical Processing Services March 1993 - December 1999
BAXTER HEALTHCARE CORP 1989 - 1993
Skills
Microsoft Office, Accounting, Microsoft Excel, Financial Reporting, Financial Analysis, QuickBooks, Financial Accounting, Auditing, Federal Grants..., Account Reconciliation, Accounts Receivable, Accounts Payable, Separately Managed..., Grant Writing, Grant Monitoring, Grant Reviewing, Payroll, Supervisory Experience, Cash Management, Financial Statements, Office Management, Entrepreneurship, Medical Billing, Healthcare Consulting, Tax Preparation, Bookkeeping, Budgets, Administration, Training, Time Management, Finance, Public Speaking, Community Outreach, Event Planning, Higher Education
Education
University of Phoenix 1989 — 1991
Bachelor of Business and Management (BAM), Business Administration and Management, General
College of Lake County 1981 — 1986
Associate of Science (A.S.), Business
Antioch High School 1977 — 1981
Diploma, General Studies
Drelick Capital July 2014 - Present
Lido Isle Advisors February 2013 - July 2014
Sun Capital Management May 2012 - February 2013
Aegis Capital February 2012 - April 2012
Enco Industries, Inc. February 2011 - January 2012
Skills
Trading, Technical Analysis, Financial Markets, Hedge Funds, Hedging, Wealth Management, Derivatives, Trading Strategies, Portfolio Management, Spreads, Data Analysis, Alternative Investments, Energy Markets, Search Engine..., Risk Management
Education
Harvard University 2011 — 2012
Economics
Norwich University (Senior Military College of Vermont) 2009 — 2010
Mathematics
Real Food Kitchen May 2014 - Present
Rock Your Block May 2014 - December 2014
Cain Brothers December 2010 - May 2014
Erasmus Business Network September 2009 - June 2010
Aegis Capital June 2008 - August 2008
O2 Max Fitness March 2008 - June 2008
Merrill Lynch September 2007 - May 2008
Warren Cowan and Associates August 2006 - December 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Mergers & Acquisitions, Start-up Ventures, Start-ups
Education
Rotterdam School of Management, Erasmus University 2009 — 2010
MSc, Finance and Investments
University of Southern California - Marshall School of Business 2005 — 2009
Bachelor of Science in Business Administration, Entrepreneurship, Finance, Management
Guggenheim Partners July 2014 - Present
Guggenheim Partners June 2014 - Present
Tulane University September 2011 - Present
Aegis Capital May 2013 - August 2013
Legend Securities Inc. June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Photoshop, HTML, Finance, Social Media, Leadership, Spanish, Facebook, Access, Business Development, Entrepreneurship, Data Analysis, Social Networking, Financial Modeling, Teamwork, Economics, Analysis, Capital Markets, Investment Banking, Valuation
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Jericho High School 2007 — 2011
Aegis Capital September 2013 - Present
Skills
Retail, Management, Corporate Finance, Financial Analysis, Sales, Finance, Microsoft Excel, Negotiation, Business Development, Banking, Sales Management, Customer Service, Strategy, PowerPoint, Analysis, Microsoft Word, Account Management, Marketing, Business Analysis, Entrepreneurship
Education
Cornell University Graduate School
Master of Business Administration (MBA), Mba in Finance
Alexander Capital L.P. March 2014 - Present
Aegis Capital September 2012 - March 2014
Nomura Securities May 2011 - August 2011
University of Richmond August 2009 - January 2011
The Charles Hotel May 2009 - August 2009
Harvard University December 2008 - January 2009
Skills
Bloomberg Terminal, Capital IQ, Excel, PowerPoint, Equity Research, Financial Analysis, Financial Modeling, Financial Accounting, Institutional Sales, Equity Capital Markets
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance
University of Richmond 2008 — 2012
BSBA, Finance
Harvard University 2009 — 2009
Summer Student: Expository Writing
Lexington High School 2004 — 2008
Aegis Capital June 2012 - Present
Rockwell Securities May 2011 - June 2012
Rockwell Securities May 2011 - June 2012
Options Trader January 2008 - April 2011
2008-2011 May 2006 - December 2008
2006-2008 May 2006 - December 2008
Chief Financial Mortgage June 2006 - September 2008
Stone Capital Mortgage April 2003 - June 2006
2003-2006 January 1999 - January 2003
Instinet Incorporated 2000 - 2003
Skills
Equities, Options, Bonds, Wealth Management, Trading Systems, Trading, Financial Markets, Fixed Income, Derivatives, Securities, Bloomberg, Electronic Trading
Education
Rutgers, The State University of New Jersey-Newark 1996 — 2000
BS, Economics
Economics, Rutgers University
Home Free LLC July 2013 - October 2014
Aegis Capital December 2012 - June 2013
Accuman Investment Services December 2011 - January 2012
The Sands Atlantic Beach Club May 2008 - September 2011
Skills
Series 7, Series 63
Education
Hofstra University 2014 — 2014
Master's Degree, Accounting
State University of New York at Buffalo 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
SUNY at Buffalo
Altisource Labs September 2014 - Present
Boston Technologies Inc December 2013 - July 2014
Boston Technologies Inc August 2013 - December 2013
Aegis Capital May 2013 - June 2013
Columbia University Medical Center June 2007 - August 2008
Skills
C++, R, MySQL, SQL, Linux, C, Stata, SPSS, Scala, PHP, Unix, C#, JQuery, Ubuntu, Kubuntu, Drupal, Servlets, Github, JSP, SBT
Education
Boston University Graduate School of Management 2012 — 2013
Master of Science (MS), Mathematical Finance
Syracuse University, College of Arts & Sciences 2008 — 2012
Bachelor of Science (B.S.), Economics
Syracuse University, College of Arts & Sciences 2008 — 2012
Bachelor of Arts (BA), Mathematics
Syracuse University, College of Arts & Sciences 2008 — 2012
Bachelor of Arts (BA), Psychology
Preqin 2012 - Present
Aegis Capital December 2011 - June 2012
Abyssinian Development Corporation June 2011 - September 2011
Skills
Investments, Alternative Assets, Private Equity, Hedge Funds, Infrastructure, Real Estate Private..., Alternative Investments, Bloomberg, Investor Relations, Financial Analysis, Research, Public Speaking, Marketing, PowerPoint, Investment Banking, Social Media, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Modeling
Education
Stonehill College 2008 — 2012
B.A. Economics
Fordham University 2011 — 2012
Economics
The Montclair Kimberley Academy 2005 — 2008
H.S Diploma
Mizuho Bank May 2014 - Present
Ravel June 2012 - Present
Aegis Capital December 2013 - May 2014
TrimTabs Investment Research June 2013 - December 2013
Tectonic Advisory Partners August 2013 - November 2013
UBS Investment Bank June 2013 - August 2013
Skills
Investment Banking, Venture Capital, Financial Analysis, Quantative Analysis, Research, Economics, Analysis, Financial Modeling, Data Analysis, Fundraising, English, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Valuation, Bloomberg, Equity Research
Education
Columbia University in the City of New York 2010 — 2014
Financial Economics, Financial Economics
Columbia University in the City of New York
Bachelor's degree
Hudson Advisors, LLC (Lone Star Funds) August 2014 - Present
Deloitte April 2012 - July 2014
Fannie Mae July 2011 - May 2012
Morgan Stanley Smith Barney August 2010 - December 2010
Aegis Capital June 2010 - August 2010
NYPD Headquarters June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Financial Risk, Finance, Enterprise Risk..., Intex, Corporate Finance, Risk Management, Bloomberg
Education
University of Maryland College Park 2007 — 2011
Bachelor, Finance
London Metropolitan University 2010 — 2010
Study Abroad Spring Semester
Uber April 2015 - Present
Deloitte August 2013 - Present
Argus Information and Advisory Services June 2012 - August 2012
Beta Theta Pi - Alpha Chi Chapter November 2011 - 2012
Johns Hopkins NewsLetter October 2011 - 2012
Aegis Capital May 2011 - August 2011
Skills
Statistics, SAS programming, Regression Analysis, SQL, Data Analysis, Econometrics, Finance, Microsoft Excel, Financial Analysis, PowerPoint, R, Java, Python, Analytics, SAS, Economics
Education
The Johns Hopkins University 2009 — 2013
BA, Economics; Applied Mathematics and Statistics
London School of Economics and Political Science 2011 — 2011
Economics and Political Science
Epion Health, Inc. January 2015 - Present
Covanta October 2014 - January 2015
Medgar Evers College of The City University of New York May 2014 - October 2014
Binghamton University July 2013 - September 2013
Aegis Capital November 2012 - January 2013
Skills
Matlab, Pro Engineer, AutoCAD, CAD, Java, Visual Basic, Coding Languages, C++ Language, ANSYS, Solidworks, 3D Printing, Computer Language, Microsoft Office, Creo, C++, Labview, Solid Edge, Mathematica, Biomedical Engineering, GIS systems, Microsoft Excel, Microsoft Word, C Language, PTC Creo
Education
Binghamton University 2009 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Harborfields High School 2005 — 2009
Aegis Capital December 2014 - Present
Spencer Trask May 2011 - December 2014
Morgan Stanley October 2008 - December 2008
UBS Investment Bank September 2004 - April 2007
JPMorgan 1998 - 2004
JP Morgan Chase & Co. 1998 - 2004
Merrill Lynch Europe September 1997 - December 1997
Merrill Lynch June 1997 - August 1997
IBM 1996 - 1996
Skills
Cross-functional Team..., Program Management, PMO, Strategy, Strategic Planning, Leadership, Executive Management, Start-ups, Strategic Partnerships, Entrepreneurship, E-commerce
Education
Rollins College 1994 — 1998
Honors BA, Computer Science, Spanish
Dr. Phillips High School 1990 — 1994
Aegis Capital June 2015 - August 2015
Rottapharm Madaus May 2014 - June 2014
Manhattan Medical Research July 2013 - November 2013
GrowNYC May 2012 - August 2012
Skills
Company Valuation, Equity Capital Markets, Microsoft Excel, Social Media, Public Speaking, Leadership, Social Media Marketing, Spanish, Microsoft Word, Communication, Time Management, Microsoft Office, Editing, Spanish-speaking, Research, Access, SPSS, Adobe
Education
Lehigh University 2012 — 2016
Bachelor’s Degree, Finance
Universidad de Belgrano 2015 — 2015
Buenos Aires, Argentina, Liberal Arts and Sciences/Liberal Studies
Hackley School 2008 — 2012
Honors in History
Joseph Gunnar & Co., LLC September 2015 - Present
Aegis Capital April 2014 - September 2015
C.W. Post Athletics August 2009 - May 2011
Hofstra University July 2008 - June 2009
Education
State University of New York College at Cortland 2006 — 2008
Aegis Capital March 2013 - Present
Service Select Signs September 2010 - August 2012
Northwestern Mutual August 2006 - May 2008
Skills
Microsoft Office, Investments, Financial Analysis, Private Equity, Portfolio Management, Business Strategy, Finance, Equities, Hedge Funds, Trading, Customer Service, Financial Modeling, Financial Services, Series 7, Wealth Management, Investment Banking
Education
St. Thomas University School of Law 2008 — 2009
West Virginia University 2001 — 2006
EY January 2015 - April 2015
Navigant November 2014 - December 2014
Aegis Capital July 2014 - October 2014
Danone April 2013 - September 2013
StreetSounds NYC June 2008 - April 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Bloomberg, Accounting, Lotus Notes, Time Management, Public Speaking, Financial Analysis, Customer Service, Facebook, Event Planning
Education
Iona College 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Iona College 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, 3.7
Jobcase, Inc. September 2014 - Present
Jobcase, Inc. March 2014 - September 2014
Cerulli Associates July 2012 - March 2014
Cerulli Associates January 2011 - August 2012
Aegis Capital June 2010 - August 2010
Junior Achievement Program April 2008 - June 2010
Delta Delta Delta January 2008 - January 2009
New York Wine & Culinary Center 2004 - 2005
Skills
Microsoft Excel, Alternative Investments, Microsoft Office, Access, PowerPoint, Marketing, Tableau, Visual Analytics, Data Analysis, Email Marketing, Social Media Marketing, Market Research, Marketing Strategy, Business Development, Business Intelligence, Product Management
Education
Union College 2006 — 2010
BS, Economics
Marcus Whitman
Aegis Capital April 2013 - Present
Intrinsic Value Capital LP May 2005 - Present
StockIM February 2004 - Present
WestPark Capital, Inc. June 2012 - April 2013
Tejas Securities Group, Inc. November 2010 - May 2012
Wynston Hill Capital, LLC 2008 - 2010
Robotti & Co. 2005 - 2008
Skills
Investments, Investment Banking, Equities, Capital, Private Equity, Hedge Funds, Capital Markets, Portfolio Management, Venture Capital, Asset Management, Valuation, Financial Modeling, Due Diligence, Securities, Equity Research, Alternative Investments, Asset Allocation, Asset Managment, Financial Markets, Financial Structuring, Bloomberg, Funding, Investment Advisory, Investment Management, Investor Relations, Finance, Options, Mergers, Private Placements, Project Finance, Restructuring, Series 63, Series 7, Start-ups, Structured Finance, Wealth Management, Trading, Emerging Markets, Bonds, Commodity, Fixed Income, Financial Analysis, ETFs, Mutual Funds, Corporate Finance, Mergers & Acquisitions
Education
University at Albany, SUNY 1993 — 1998
bs, biology
haftr
haftr
Strategies for Wealth January 2015 - Present
Aegis Capital November 2012 - November 2013
National Securities January 2011 - March 2012
JP Turner & Company January 2007 - January 2011
Skills
Equities, Financial Analysis, Investments, Portfolio Management, Securities, Options, Retirement Planning, Retirement, Strategic Financial..., Credit, Risk Management, Stock Market, Insurance, Wealth Management
Education
Middlesex County College 1991 — 1993
Associate's degree, Biology, General
Madison Central High School 1987 — 1991
Chardan Capital Markets LLC Vice President, Institutional EquitiesRamius Capital Group2001 - 2004
Aegis Capital 1999 - 2000
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Economics
Cornell University 1993 — 1997
BA, Economics
Aegis Capital December 2011 - Present
HSBC Securities January 2009 - February 2012
Mclaughlin, Piven Vogel Securities, Inc January 1997 - December 2008
Skills
Securities, Investments, Equities, Series 7, Fixed Income, Capital Markets, Mutual Funds, Hedge Funds, Alternative Investments, Bloomberg, Series 63, Asset Managment, Investment Banking, Wealth Management, Portfolio Management
Education
Shin Budo Kai 1996 — 2001
Fordham University 1992 — 1996
BS, Finance, Accounting
Aegis Capital September 2011 - Present
Sunrise Securities Corp September 2010 - September 2011
Fieldstone Private Capital Group Ltd October 2008 - September 2010
Birchway Capital Management 2003 - 2008
Barclays Capital January 2001 - May 2002
TD Securities 1986 - 2000
Skills
Capital Markets, Private Equity, Financial Structuring, Equities, Leveraged Finance, Hedge Funds, Credit, Loans, Banking, Trading, Syndications, High Yield, Bonds, Investment Banking, Portfolio Management, Asset Management, Financial Analysis, Fixed Income, Corporate Finance, Structured Finance, Finance, Valuation, Alternative Investments, Credit Analysis, Securities, Investments, Bloomberg
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Hampshire College
Bachelor of Arts (B.A.), Economics
Aegis Capital September 2011 - Present
NYC NY June 2008 - September 2011
RBC Wealth Management May 2003 - June 2008
Skills
RESRICTED SECURITES, WEALTH MANAGEMENT, Investment Banking, Securities, Series 7, Equities, Wealth Management, Alternative Investments, Hedge Funds, Series 63, Capital Markets, Private Equity, Wealth, Investments, Trading, Equity Trading, Asset Management, Venture Capital, Options, Investment Strategies, FINRA, Equity Research, Valuation, Private Placements, Financial Markets, Mutual Funds, Bloomberg, Bonds, IPO, Electronic Trading, Trading Systems, Due Diligence, Corporate Finance, Emerging Markets, Proprietary Trading, Trading Strategies, Strategic Financial..., Finance, Financial Advisory, Financial Services, Series 24, Wealth Management..., Risk Management, Funding, Equity Valuation, ETFs, Financial Analysis, Derivatives, Financial Structuring, Investment Management
Education
Ithaca College 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
KEW FOREST PREP
High School
Aegis Capital April 2001 - Present
US Clearing January 1998 - March 2001
Skills
Equities, Series 7, Trading, Securities, Asset Management, Fixed Income, Investments, Capital Markets, Hedge Funds, Series 63, Portfolio Management, Options, Mutual Funds, Alternative Investments, Financial Services, Investment Banking, Financial Markets, Risk Management, Finance, Trading Systems
Education
Hofstra University 1995 — 1997
Laidlaw & Company October 2010 - Present
Aegis Capital May 2008 - October 2010
Casimir Capital July 2003 - May 2008
Education
The Northfield Mount Hermon School
Assumption College
Aegis Capital July 2010 - Present
E*TRADE Financial May 2008 - July 2009
Morgan Stanley Investment Management 2002 - 2008
NDB 1998 - 2001
Sportsphone 1992 - 1998
Skills
Securities, Process Improvement, Equities, Mutual Funds, Series 63, Series 7, Leadership, Series 24
Education
Manhattan College 1990 — 1993
Laidlaw & Company November 2010 - Present
Aegis Capital 2010 - 2010
R. Seelaus 2008 - 2009
Barclays September 2005 - April 2008
Morgan Stanley September 2003 - September 2005
Lehman Brothers May 1999 - September 2003
Skills
Branch Management, Fixed Income, Trading, Asset Management, Funding, Securities Lending, Fixed Income Trading, Series 7, Equities, Capital Markets, Bloomberg, Hedge Funds, Banking, Investments, Securities, Derivatives, Investment Banking
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Investment Management
Pace University - Lubin School of Business 1995 — 1999
BBA, Finance
PHS 1991 — 1995
Diploma, Business
Aegis Capital April 2009 - Present
UBS Financial Services July 2006 - April 2009
Sumitomo Mitsui Banking Corporation June 2000 - December 2004
Unilever July 1998 - June 2000
Skills
Series 7, Investments, Equities, Finance, Investment Banking, Portfolio Management, Series 63, Wealth Management, Corporate Finance, Asset Allocation, Asset Management, Fixed Income, Mutual Funds, New Business Development, Alternative Investments, Management, Private Equity, Strategic Planning, Securities, Hedge Funds, Capital Markets, Options
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance & Marketing
Carnegie Mellon University 1989 — 1993
BS, Economics & Management
Aegis Capital August 2012 - Present
John Carris Investments February 2012 - August 2012
Joseph Gunnar & Co, LLC April 2011 - December 2011
World Equity Group February 2009 - April 2011
Laidlaw & Company February 2006 - February 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, PowerPoint, Microsoft Word, Strategic Planning, Risk Management, Investments, Banking, Change Management, Business Analysis, SQL, Accounting, Management, Series 7, Securities, Finance, Series 63, Portfolio Management, Financial Modeling, Alternative Investments, Equities, Asset Management, Options
Education
Binghamton University 1999 — 2003
Financial Economics
Aegis Capital August 2012 - Present
Skills
Investment Advisory, Investments, Portfolio Management, Series 7, Series 66, Series 24, Life and Health..., Wealth Accumulation..., fixed income,..., Equity Trading
Education
Hofstra University 1993 — 1995
Bachelor of Business Administration (BBA), Business Management
Aegis Capital July 2015 - Present
Parthenon Associates LLC August 2005 - Present
Maxim Group August 2014 - June 2015
Aurora Capital Group February 2009 - August 2013
Medivalu July 2007 - February 2009
SignPath Pharmaceuticals, Inc. March 2007 - January 2009
Ehrenkrantz King Nussbaum July 2003 - November 2005
Leerink Swann 1999 - 2001
Brown Brothers Harriman & Company June 1994 - March 1998
Genesis Merchant Group 1998 - 1998
Skills
Financial Modeling, Venture Capital, Valuation, Due Diligence, Mergers & Acquisitions, Corporate Finance, Equity Research, Lifesciences, Private Equity, Licensing, Investments, Equities, Financial Services, Accounting, Private Placements, Corporate Development, Start-ups, Entrepreneurship, M&A experience, IPO, Finance, Business Strategy, Biotechnology, Market Analysis, Investment Banking, Capital Markets, Hedge Funds, Strategic Planning, Strategy, Management, Investor Relations, Emerging Markets, LBO, Growth Capital, Restructuring, Financial Analysis
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance and Operations Management
Tulane University 1981 — 1985
BS, Economics
NYLIFE Securities LLC January 2013 - Present
Aegis Capital January 2012 - July 2012
Schonfeld Group July 2006 - October 2010
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Protection..., Retirement Planning, Gifting Strategies, Key Person Insurance, Multi-generational..., Small Business, Asset Management, Securities, Mergers & Acquisitions
Education
Hofstra University 2011 — 2013
MBA, Finance
State University of New York at Buffalo 2002 — 2006
Bachelors, Finance
Doshi Consulting Solutions, Inc. November 2012 - Present
Aegis Capital April 2012 - November 2012
Penson Financial Services June 2006 - March 2012
Ridge Clearing August 2004 - June 2006
Fleet Securities October 2000 - June 2004
Skills
Series 63, Equities, Trading, Series 6, Operations, Options, Customer Relations, Customer Service, Fixed Income, Retail Brokerage, Institutional Clients, Regulatory Requirements, Regulatory Reporting, Securities Regulation, Online Trading, Technology..., Workflow, Project Coordination, Product Development, Leadership Development, Training & Development, New Business Development, Electronic Trading..., Relationship Management, Outsourcing, Business Relationship..., Securities, Brokers, Prime Brokerage, Financial Markets, Risk Management, Employee Training, FINRA, Trading Systems, FX Options, Corporate Actions, Middle Office, Investments, Electronic Trading, Settlement
Education
Arapahoe Community College
MLV & Company September 2013 - July 2014
Maxim Group April 2013 - August 2013
Aegis Capital September 2012 - April 2013
Dahlman Rose & Co. February 2011 - August 2011
Taliaferro LLC January 2000 - December 2009
CIBC World Markets December 1997 - July 1999
Oppenheimer & Co. June 1993 - December 1997
Legg Mason April 1988 - October 1992
Putnam Investments July 1988 - April 1990
Skills
Series 7, Series 63, Bloomberg, Mutual Funds, Hedge Funds, Asset Managment, Capital Markets, Equities, Securities, Equity Research, Trading, Finance, Asset Management, Investments, Fixed Income, Equity Trading
Education
Hampden-Sydney College 1984 — 1988
BA
St Pauls School
Pequest Capital Advisors LLC March 2013 - Present
Aegis Capital January 2009 - November 2012
SMH Capital 2008 - 2009
Wertheim Schroder & Co January 1982 - January 1990
LF Rothschild January 1975 - January 1982
Skills
Private Equity, Equities, Alternative Investments, Capital Markets, Financial Modeling, Mergers & Acquisitions, Securities, Private Placements, Asset Management, Hedge Funds, Investment Banking, Investor Relations, Valuation, Entrepreneurship, Due Diligence, Fixed Income, Venture Capital, Investments, Series 7, Portfolio Management
Education
Franklin & Marshall College
Rutgers University-New Brunswick
Aegis Capital October 2011 - Present
Maxim Group October 1999 - October 2011
Josephthal & Co. January 1987 - March 1999
Cantor Fitzgerald January 1985 - December 1987
New York Stock Exchange February 1982 - January 1985
Skills
Options, Series 24, Portfolio Management, Equities, Bonds, Trading, Mutual Funds, General Securities..., Internal Audit, Registered options..., New York Insurance..., Regulatory Compliance, Stock Brokerage..., Municipal Securities...
Education
City University of New York-Herbert H. Lehman College 1972 — 1976
BS, Accounting
Joseph Gunnar & Co., LLC July 2012 - Present
Aegis Capital November 2011 - June 2012
Avalon Partners, Inc. 2010 - 2011
Avalon Partners, Inc. 2010 - 2010
Rockwell Financial Group 2008 - 2010
Skills
Series 7, Series 63, Series 24, Management, Securities, FINRA, Fixed Income
Education
SUNY Plattsburgh 2000 — 2003
Bachelors of Arts, Economics Finance
Aegis Capital 2010 - Present
Skills
Bloomberg, Satuit CRM, Microsoft Office, Private Equity, Fundraising, Emerging Markets, Wealth Management, Investor Relations, Biotechnology, Capital IQ, Financial Modeling, Investments, Hedge Funds, Alternative Investments, Venture Capital, Investment Banking, Valuation, Due Diligence, Financial Analysis, Capital Markets, Equities
Education
Colby College 2003 — 2007
B.A., Government
Avon Old Farms School 2001 — 2003
Deerfield Academy 1999 — 2001
Buckley School
Aegis Capital June 2014 - Present
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Retirement Planning, Risk Management, Series 63, Series 7, Strategic Planning, Wealth Management, Banking, Customer Service, Equities, Financial Services
Education
Hofstra University 2007 — 2011
Restored Investments June 2013 - Present
Aegis Capital October 2013 - May 2014
Amerisouth Recycling January 2012 - July 2013
Skills
Account Management, Sales, Sales Management, Recycling, New Business Development, Series 63, Securities, Budgets
Education
Hofstra University 2000 — 2003
Business/Managerial Economics
Fort Lee High School 1996 — 1999
Aegis Capital January 2014 - Present
Dominick & Dominick LLC 2009 - January 2014
Education
Manhattan College
BS, Accounting
Aegis Capital September 2011 - Present
David Lerner Associates, inc. August 2008 - May 2011
Skills
Series 7, Mutual Funds, Investments, Retirement Planning, Asset Management, Equities, Series 63, Securities, Bonds, ETFs, Life Insurance, IRAs, Fixed Annuities, Wealth Management, Fixed Income, Investment Strategies, Investment Advisory, FINRA, Series 65, Municipal Bonds, Roth IRA
Education
Pace University 2002 — 2006
B.A., History
Stepinac High School 1996 — 2000
Aegis Capital 2014 - Present
Bishop, Rosen & Co., Inc. 2009 - 2014
TD Bank 2008 - 2009
Fidelity Investments 2001 - 2008
Skills
Series 7, Alternative Investments, Investments, Portfolio Management, Equities, Asset Managment, Hedge Funds, Derivatives, Capital Markets, Financial Modeling, Saving for Education, CRPC, Series 63, Mutual Funds, Wealth Management, Fixed Income, Investment Strategies, Investment Advisory, Separately Managed..., IRAs, Fixed Annuities, Financial Analysis, Life Insurance, Options, ETFs, Wealth Management..., Structured Products, High Net Worth..., Long-term Care, Equity Trading, Equity Research, Equity Derivatives, Securities, Investment Management, Retirement Planning, Asset Allocation, Strategic Financial..., Bonds, 529 Plans, 401k Rollovers, Variable Annuities, Trading, Municipal Bonds, Risk Management, Asset Management, Wealth, Private Banking, Institutional..., Financial Structuring, Private Placements
Education
Bryant University 1998 — 2002
Bachelor of Science (BS), Finance and Financial Management Services
Wedgewood Investment Group August 2012 - Present
Jersey Fortress Capital Partners, LLC October 2011 - July 2012
Aegis Capital July 2010 - October 2011
Jesup & Lamont December 2009 - June 2010
Skills
Investment Banking, Corporate Finance, Strategic Financial..., Finance, Equities, Private Placements, Capital Markets, Private Equity, Alternative Investments, Hedge Funds, Series 7, Securities, Fixed Income, Equity Research, Series 63, Due Diligence, Valuation
Education
Rutgers Graduate School of Management 1979 — 1982
Master of Business Administration (MBA), Investments and Securities
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
BA, Mathematics
MNS International November 2014 - Present
Aegis Capital May 2014 - November 2014
Institutional Financial Markets, Inc. (formerly Cohen & Company) June 2013 - March 2014
MKM Partners August 2012 - June 2013
Maxim Group September 2011 - August 2012
Societe Generale August 2010 - September 2011
Maxim Group January 2003 - July 2010
Investec December 2001 - September 2002
Skills
Equity Derivatives, Derivatives, Options, Equities, Bloomberg, Hedge Funds, Trading, Portfolio Management, Series 7, Commodity, Equity Trading, Technical Analysis, Fixed Income, Financial Markets, Capital Markets, Electronic Trading, Alternative Investments, ETFs, Trading Systems, Securities, Proprietary Trading, Series 63, Equity Research, Trading Strategies
Education
Saint Joseph's University 1996 — 2000
Bachelor of Sciences, Finance
Fairfield Prep 1992 — 1996
Aegis Capital July 2014 - Present
Aegis Capital August 2012 - July 2014
Joseph Gunnar & Co, LLC April 2010 - August 2012
Assent Trading, LLC July 2009 - April 2010
E*TRADE Financial December 2008 - July 2009
Independent Registered Representative December 2007 - December 2008
Skills
Series 7, Portfolio Management, Equities, Mutual Funds, Wealth Management, Series 63, Private Equity, Risk Management, Investments, Asset Management, Fixed Income, Financial Analysis, Trading, Finance, Securities, Options, IPO, Hedge Funds, Capital Markets, Venture Capital, Equity Research, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business
Economics and Physics
Wells Fargo April 2010 - September 2010
Merrill Lynch September 2009 - December 2009
Aegis Capital 2008 - 2008
Education
Hofstra University 2006 — 2010
BBA, Finance
Hofstra University
Bachelor, Business and Finance Education; Business Administration Finance
Aegis Capital September 2013 - Present
Aflac August 2012 - Present
Joseph Gunnar & Co, LLC August 2011 - September 2012
Education
Pace University 2007 — 2011
Resource Liquid Alternatives January 2015 - Present
Aegis Capital July 2014 - December 2014
Merrill Lynch October 2012 - June 2014
Merrill Lynch November 2009 - October 2012
BlackRock May 2007 - July 2007
Skills
Equities, Series 7, Microsoft Office, Financial Analysis, Microsoft Excel, Research, Securities, Funding, Microsoft Word, Customer Service, Business Process, Series 24, Asset Allocation, Leadership, Compliance, Excel, Word, Problem Solving, Customer Relations, Series 66, Salesforce.com, salesforce, Alternative Investments, Real Estate investment, Investments, Mutual Funds, Finance, Trading, Portfolio Management, Financial Services
Education
The College of Wooster 2005 — 2009
Bachelor of Arts (B.A.), American History (United States)
Blair Academy 2001 — 2005
Aegis Capital July 2015 - Present
JD Nicholas & Associates August 2010 - Present
Skills
Social Media, Account Management, Customer Service
Education
SUNY at New PaltzState University of New York at New Paltz 2005 — 2010
Bachelor of Science, Marketing and Business Management
State University of New York at New Paltz 2005 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Aegis Capital July 2010 - Present
American Fund Advisors January 1983 - December 2009
Education
Rutgers University-New Brunswick 1974 — 1978
BA, Math/Business
Hunt Mortgage Group August 2015 - Present
UniCredit Markets & Investment Banking June 2013 - July 2015
Forecast Trading October 2012 - March 2013
UniCredit Markets & Investment Banking June 2012 - August 2012
Bank of America June 2011 - August 2011
Aegis Capital June 2010 - August 2010
Skills
Bloomberg
Education
Rutgers University-New Brunswick 2008 — 2012
Chardan Capital Markets 2003 - Present
Ramius LLC January 2001 - November 2003
Windsor Capital Group, Inc. September 1999 - December 2000
Aegis Capital February 1999 - September 1999
Davis Polk & Wardwell LLP August 1997 - January 1999
Skills
Capital Markets, Corporate Finance, Entrepreneurship, Equities, Financial Modeling, Hedge Funds, Investment Banking, Private Equity, Securities, Series 7, Valuation, Finance, Financial Analysis, Emerging Markets
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Cornell University
Bachelor of Arts (B.A.), Economics
Capgemini Consulting January 2014 - Present
NYU Stern School of Business September 2012 - May 2013
MKP Capital June 2012 - August 2012
Aegis Capital June 2011 - August 2011
PwC July 2011 - July 2011
M.D. Witter Investments October 2010 - December 2010
Greenwich Village Middle School January 2010 - May 2010
Skills
Bloomberg, Due Diligence, Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, Strategy, Microsoft Office, PowerPoint, Social Media
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
BS, Finance, Economics, Specialization in Entertainment, Media, and Technology
Servite High School 2005 — 2009
Georgetown University 2008 — 2008
AP U.S. Government & Politics
Phoenix Financial August 2015 - Present
Phoenix Financial August 2015 - Present
Forefront Advisory LLC August 2014 - July 2015
Santander Investment Services May 2013 - May 2014
Aegis Capital July 2012 - May 2013
JPMorgan Chase June 2011 - February 2012
PNC June 2010 - June 2011
JP Morgan Chase April 2008 - June 2010
Ameriprise Financial Services, Inc. October 2007 - April 2008
Stissing National Bank October 2006 - July 2007
Skills
Retirement Planning, Investments, Series 7, Securities, Asset Allocation, Portfolio Management, Series 63, Financial Services, FINRA, Series 65, Investment Management, Finance, Life Insurance, Bonds, Series 6, Asset Management, Series 24, Wealth Management, Equities, Fixed Income, Risk Management, Investment Advisory, Mutual Funds
Education
American InterContinental University 2003 — 2004
MBA, Marketing
Marist College 1997 — 2000
BS, Finance
Aegis Capital April 2012 - Present
Acumen Investment Services July 2008 - March 2012
Education
Stony Brook University
Bachelor of Science (BS), Multi-/Interdisciplinary Studies, General
Broadridge Financial Solutions August 2013 - Present
BNY Mellon October 2011 - August 2013
UBS Wealth Management January 2011 - May 2011
Aegis Capital July 2009 - August 2009
GunnAllen Financial May 2009 - July 2009
Skills
Institutional Sales, Microsoft Office, Equities, Fixed Income, PowerPoint, Mutual Funds, Securities, Bonds, Asset Management, Financial Analysis, Microsoft Excel, Escrow, Corporate Trust, Capital Markets, Financial Services, Finance, Banking, Management, Risk Management, Investments
Education
Manhattan College 2008 — 2011
Bachelors, Finance
Queen Mary University of London 2009 — 2010
Bachelors, Finance
Summit Semiconductor May 2015 - Present
Alexander Capital May 2014 - Present
Aegis Capital November 2011 - April 2014
Oppenheimer & Co. June 2010 - December 2011
American Express April 2008 - April 2010
The DSL Group April 1996 - April 2008
Brown & Williamson Tobacco April 1995 - April 1996
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
University of Florida 1990 — 1995
BS, Aerospace & Mechanical Engineering
King High School
Aegis Capital April 2014 - Present
Oppenheimer & Co. July 2012 - Present
NATIONAL SECURITES December 2011 - June 2012
Oppenheimer & Co. October 2008 - December 2011
Oppenheimer & Co. May 2008 - October 2008
Hertz Corporation October 2007 - May 2008
Yankees/Mets Steiner November 2006 - May 2007
Skills
Finance, Trading, Mutual Funds, Series 7, Analysis, Investments, Asset Management, Customer Service, Securities, Financial Analysis, Bloomberg, Series 63, Microsoft Excel, Microsoft Office, Equities, Outlook, PowerPoint, Microsoft Word, Marketing, Market Research, Retail, Portfolio Management, Series 24, Management
Education
Iona College
Bachelor of Business Administration, Marketing
olv
IronGoose Trading October 2013 - Present
National Securities October 2011 - July 2012
Aegis Capital June 2009 - October 2011
Skills
Portfolio Management, Mergers & Acquisitions, Banking, Series 7, Derivatives, Analysis, Financial Markets, Series 63, Management, Business Valuation, Uniform Combined State..., Microsoft Excel, Securities, PowerPoint, Investments, Equities, Lead Generation, Mutual Funds, Wealth Management, Asset Management
Education
Howard University 2003 — 2007
Bachelor of Arts, Economics
Aegis Capital May 2000 - Present
Education
Carnegie Mellon University
Rothschild Leiberman March 2015 - Present
Aegis Capital January 2013 - June 2014
Dipaola Financial Group April 2012 - December 2012
Ikhilov law group May 2009 - March 2012
Skills
Microsoft Excel, Retirement Planning, Finance, Investments, Financial Analysis, Microsoft Office, Customer Service, Strategic Planning, Financial Modeling, Risk Management, Marketing, PowerPoint
Education
SUNY Binghamton 2006 — 2009
BA, Economics
Aegis Capital June 2013 - July 2013
PricewaterhouseCoopers Legal April 2011 - June 2011
Bangkok Bank PCL July 2010 - August 2010
Skills
Consulting, Market Research
Education
Boston University 2012 — 2013
Master's degree, Financial Economics, 3.63
Mahidol University International College 2007 — 2011
Bachelor of Business Administration (BBA), International Business, 3.45
Harvard University
Finance (Certificate)
Aegis Capital March 2004 - Present
Skills
Equities, Alternative Investments, Mutual Funds, Series 63, Fixed Income, Investments, Portfolio Management, Asset Managment, Private Equity, Trading Systems, Venture Capital, Financial Analysis, Risk Management, Mergers, Due Diligence, Financial Reporting, Retirement Planning, Investment Strategies, Wealth Management, Strategic Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1979
Aegis Capital 2012 - 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership
Education
Baruch College 2011 — 2013
Bachelor's degree, Economics
Aegis Capital April 2012 - Present
Skills
Finance, Communication Skills, Bilingual, Equities, Investments, Strategic Financial..., Mutual Funds, Wealth Management, Asset Management, Investment Strategies, Securities, Fixed Annuities
Education
Baruch College 2001 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brooklyn Tech HS 1997 — 2001
Computer Science
Aegis Capital October 2014 - Present
American Committee for Shaare Zedek Medical Center in Jerusalem November 2014 - August 2015
J. Dunner Political Science Society August 2014 - May 2015
Kingsbury Capital, LLC June 2014 - August 2014
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Yeshiva University 2013 — 2015
Ida Crown Jewish Academy 2008 — 2012
High School Diploma
Aetna April 2015 - Present
Aetna January 2015 - April 2015
Self May 2014 - January 2015
Aegis Capital June 2012 - August 2012
C.W. Post Chamber Music Festival June 2011 - August 2011
The United Nations June 2010 - July 2010
Skills
Economics, Actuarial Exams, Actuarial Science, Financial Modeling, Data Analysis, Microsoft Excel, Microsoft Office, Statistics, Financial Analysis, Corporate Finance, Research, Microsoft Access, SQL, VBA, SAS
Education
Emory University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Georgia State University 2013 — 2015
Post-Baccalaureate Studies, Actuarial Science
T3 Trading Group, LLC January 2015 - June 2015
Aegis Capital May 2014 - December 2014
Western Securities Co., Ltd August 2010 - August 2011
Western Securities Co., Ltd August 2009 - August 2010
Western Securities Co., Ltd August 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Business Statistics, Analysis, Stock Trading
Education
University of Miami 2011 — 2014
Bachelor's Degree, Finance
Heilongjiang International University 2008 — 2010
International Trade and Economics
Aegis Capital March 2014 - Present
Skills
Asset Management, Equities, Finance, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Wealth Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Bachelor of Science (BS)
Aegis Capital October 2010 - Present
Dean Witter/Morgan Stanley May 1983 - October 2003
Skills
Asset Allocation, Portfolio Management, Strategic Financial..., Investment Strategies, Investment Advisory, Alternative Investments
Education
American University 1968 — 1969
Master of Business Administration (MBA), Finance, General, Who knows, I graduated.0
Aegis Capital September 2014 - Present
Aegis Capital May 2014 - September 2014
Maia Yogurt April 2014 - June 2014
JBarbera Cigars August 2009 - November 2013
Skills
Investments, Equities, Financial Modeling, Social Media, General Securities..., Microsoft Office, Microsoft Excel, Microsoft Word, Finance, Customer Service
Education
Fordham University 2012 — 2014
Boston College 2008 — 2011
Pre-Medicine/Pre-Medical Studies - Biology Focus
Loyola 2004 — 2008
Gentile Pismeny & Brengel LLP September 2014 - Present
Gentile Pismeny & Brengel LLP September 2013 - February 2014
GPB Capital Holdings, LLC. May 2013 - November 2013
Aegis Capital December 2012 - April 2013
Skills
Investment Banking, Marketing, Financial Modeling, Financial Analysis, Finance, Venture Capital, Accounting, Due Diligence, Capital Markets
Education
Christian Brothers Academy
Manhattan College
Accounting and Finance, Freshman
Queens College
Bachelor's degree, Accounting and Finance
Aegis Capital March 2013 - Present
NexTrade July 2002 - January 2003
Herzog Heine & Geduld January 1994 - December 2001
Education
Broward College
Miami Dade College
Aegis Capital January 2014 - Present
The GMS Group January 2013 - January 2014
Skills
Investment Banking
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance and Financial Management Services