AFEX Company
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AFEX Employees
AFEX April 2014 - Present
Paycom August 2013 - March 2014
Ricoh Americas Corporation June 2011 - August 2013
Skills
Outside Sales, Sales, CRM databases, SWOT analysis, Marketing, Strategic Analytics, Strategic Data Analysis, Business Systems..., Contract Negotiation, Human Capital, Phone Etiquette, Cold Calling, Humor, Sales Presentations, Selling, Salesforce.com, Impression, Proposal Writing, Human Resources, Sales Process, Solution Selling, Management, Direct Sales, Sales Operations, Business Development, CRM, Strategy
Education
California Lutheran University 2007 — 2011
Bachelor of Science (B.S.), Business Marketing
AFEX February 2015 - Present
AFEX April 2014 - February 2015
AFEX September 2013 - April 2014
AFEX April 2013 - October 2013
ARjENT September 2011 - October 2012
Skills
Investments, FINRA Series 7 and 63..., Mergers & Acquisitions, Corporate Finance, Bloomberg, Asset Management, Investment Banking, Trading, Equities, Hedge Funds, Financial Modeling, Alternative Investments, Securities, FX Hedging, FX Derivatives, FX trading, Sales, CRM, FX Trading
Education
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Finance
AFEX September 2014 - Present
O'Reilly Auto Parts August 2012 - September 2014
Battery-Biz Inc. September 2013 - December 2013
Skills
Financial Analysis, Microsoft Office, Suspicious Activity..., Report Generation, Economic Sanctions, Anti Money Laundering, Fraud Detection, Microsoft Excel, PEP
Education
California State University-Channel Islands 2011 — 2014
Bachelor's of Science, Business Administration and Management, General
California State University-Bakersfield 2011 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Ventura College 2009 — 2011
General Education
AFEX February 2015 - Present
Associated Foreign Exchange, Inc. September 1998 - Present
AFEX September 2010 - May 2013
Skills
Financial Reporting, Financial Analysis, Account Reconciliation, Financial Accounting, Accounts Receivable, General Ledger, Consolidation, Analysis, Microsoft Excel, Variance Analysis, Bank Reconciliation, Financial Services, Cash Flow, FX Options, FX Operations, FX trading, Supervisory Skills, Team Management, ACH, Direct Debit, Accounts Payable, Portfolio Management, Risk Management, Banking, Management, Finance, FX Trading
Education
California State University-Los Angeles
AFEX Commercial Manager - USAMoneycorp IncMay 2013 - March 2014
Moneycorp Ltd January 2009 - April 2013
Moneycorp June 2003 - December 2008
Independent News & Media July 1999 - May 2003
Skills
Foreign Exchange, FX trading, Currency, Trading, Financial Markets, FX Options, FX Hedging, Derivatives, Hedging, Technical Analysis
Education
University of Kent 1996 — 1999
Keychain Social, Inc. January 2011 - Present
AFEX January 2010 - December 2011
Skills
Entrepreneurship, Public Speaking, International Business, Social Media, Social Media Development, FX Hedging, Creative Concept..., Advertising Sales, Financial Analysis, Social Entrepreneurship, FX, Sponsorship Sales, Business Strategy, Growth Strategies, Social Media Outreach, Social Media ROI, Facebook, Twitter, Online Advertising, Toastmasters, Social Media Marketing, FX Options, Integrated Marketing, Product Development, Strategy, Market Research, Marketing, Online Marketing, Google Analytics, SEO, Web Marketing, Social Networking, Account Management, Leadership, Marketing Strategy, Management, Public Relations, Mobile Marketing, PPC, SEM, Email Marketing, Social Media Measurement, Digital Marketing, Customer Acquisition, Brand Awareness, E-commerce, Marketing Communications, Digital Media, YouTube, Content Strategy
Education
University of California, Los Angeles 2006 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
RHS 2003 — 2006
Real Estate Sales Force, Inc December 2011 - Present
AFEX July 2011 - December 2011
Cambridge Mercantile Group June 2010 - June 2011
Integra FX May 2009 - June 2010
Wells Fargo Bank February 2008 - May 2009
Skills
Investments, Business Development, Trading, Financial Analysis, Equities, Financial Markets, FX Options, Banking, Risk Management, Real Estate, Capital Markets, Asset Managment, Financial Modeling, Asset Management, Investment Properties, Brokerage, Condos, Foreclosures, Investors, REO, Sales, Sellers, Short Sales
Education
University of North Florida 2003 — 2007
Bachelors, Communications
University of North Florida 2003 — 2007
Bachelor's degree, Public Relations, 2007
University of North Florida 2003 — 2007
COMMUNICATIONS
BACHELOR, SCIENCE; Public Relations
North Broward Prep
AFEX May 2011 - Present
U.S. Exchange House, Inc September 2009 - May 2011
Wells Fargo April 2008 - September 2009
Check Into Cash June 2007 - April 2008
Skills
Risk Management, Financial Services, Banking, Financial Markets, Derivatives, Financial Risk, Capital Markets, Equities, FX Options, Due Diligence, Trading, Cash Management, Cash Handling Experience, Problem Solving, Currency, Commercial Banking, Retail Banking, SWIFT payments
Education
California State University-Northridge 2012 — 2016
Bachelor's Degree, Finance, General
AFEX March 2014 - August 2014
Amplify Trading April 2012 - March 2014
Bleecker Street Private Equity April 2011 - May 2012
TTT Moneycorp January 2005 - December 2009
GHCO October 2002 - December 2004
Information Trading Ltd. December 1999 - September 2002
Anglo Irish Bank October 1998 - December 1999
Skills
Currency, Trading, Fixed Income, Customer Relations, FX, Risk, Forwards, Hedging, Options, Money Market, Derivatives, Financial Markets, Compliance, Brokers, Economics, Eurex, CQG, Technical Analysis, Business Development, Reuters, Bloomberg, Social Media, S&P, Foreign Exchange, Corporate Events, Professional Mentoring, Strategy, Sales, Analysis, Consulting, Flights, Electronic Trading, FX Options, Trading Strategies, Commodity, FX Hedging
Education
University College Dublin
BA Economics and Mathematics
Palm Beach Flight Training 2010 — 2011
PPL, Solo VFR with limitations.
Chartered Institute for Securities & Investment
FSA Rules and Regulations and Derivatives
Society of Technical Analysts
MSTA
Eurex Exchange
Authorised Trader
Fitzwilliam Institute 1999 — 1999
Postgraduate Diploma in Financial Services
AFEX July 2015 - Present
Jameson Bank/Jameson International FX April 2013 - Present
Mercantile Exchange Corporation December 2008 - April 2013
TD Waterhouse January 2002 - July 2007
Investment Dealers Association (now IIROC) January 1999 - January 2002
KPMG Canada 1995 - 1996
KPMG Canada 1995 - 1996
KPMG Canada 1995 - 1996
Department of Justice Canada Ministère de la Justice du Canada 1992 - 1994
Department of Justice Canada Ministère de la Justice du Canada 1992 - 1994
Skills
Privacy, Risk Management, AML, Securities, Corporate Governance, Banking, Financial Risk, Policy, Due Diligence, KYC, Hedge Funds, Privacy Law, Enterprise Risk..., Derivatives, Cross-border..., Retail Banking, Commercial Banking, Credit, Portfolio Management, Private Equity, Fixed Income, Financial Analysis, Financial Regulation, Equities, Operational Risk, Series 24, Corporate Finance, Asset Managment, Internal Controls, Financial Markets, Governance, Mutual Funds, Operational Risk..., Loans, Financial Services, Investments, Credit Risk, Corporate Law, Investment Advisory, Auditing, Securities Regulation, Anti Money Laundering, Wealth Management, Options, Relationship Management, Strategic Financial..., OFAC, Trading, Mergers, FINRA
Education
Queen's University 1993 — 1995
MBA, Business Administration
Queen's University 1985 — 1988
Bachelor of Laws (LLB)
Dalhousie University 1983 — 1985
BA (not completed), French
ProsperWorks Inc. September 2015 - Present
BioLab Robotics January 2015 - August 2015
AFEX August 2014 - January 2015
Waddell & Reed December 2013 - May 2014
Northwestern Mutual June 2012 - October 2012
Skills
Financial Analysis, Investments, Finance, Sales, Foreign Exchange, Disability Insurance, Retirement Planning, Strategic Financial..., Fixed Annuities, Retirement, Wealth Management, Mutual Funds, Life Insurance, Financial Modeling, Estate Planning, Insurance, Financial Planning, Microsoft Excel, PowerPoint, Customer Service, Leadership, Social Media, Microsoft Office
Education
Arizona State University, W. P. Carey School of Business 2008 — 2013
Bachelor of Science (B.S.), Business Economics
DNTG December 2014 - Present
Lamps Plus June 2014 - December 2014
DNTG May 2013 - September 2013
UCLA School of Law Department of Audiovisuals September 2012 - May 2013
Ria Financial May 2011 - September 2011
DNTG May 2010 - October 2010
Obama for America October 2008 - November 2008
AFEX June 2007 - September 2007
Skills
Sales, Microsoft Office, Human Resources, Marketing, Political Science, Interviewing Skills, QuickBooks, Documentation, Technical Recruiting, Event Planning, Screening Resumes, Social Media Marketing, Social Media Advertising, Analysis, Research, PowerPoint, Microsoft Excel, Government, Software Documentation, Training, Management, Microsoft Word, Customer Service, Finance, Public Speaking, Social Networking, Social Media
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government, 3.8
Alaskan Brewing Company June 2004 - Present
Gallo Wine Company 2001 - 2004
AFEX 2000 - 2001
Skills
Beer, Key Account Development, National Accounts, Beverage Industry, Alcoholic Beverages, Grocery, Wine, Account Management, Sales Management, Sales, IRI, New Business Development, Product Development, Inventory Management, Strategic Planning, Merchandising, Customer Service, Forecasting, Key Account Management, Management, Sales Operations, Marketing, Retail, Distributors, Event Management, Food
Education
Cameron University 1999 — 2001
Business Marketing
Los Angeles City College 1997 — 1998
Citizens Financial Group, Inc. August 2015 - Present
AFEX January 2014 - August 2015
Navisis Financial February 2013 - January 2014
Skills
Investments, Sales, Foreign Exchange, Financial Modeling, Public Speaking, Networking, Finance, Social Media, PowerPoint, Financial Analysis, Mutual Funds, Bloomberg, Foreign Exchange Risk..., Hedging, Cold Calling, ETFs, Microsoft Excel, Outlook, CRM, Risk Analysis, Securities, Speed Reading
Education
University of Arkansas at Fayetteville 2008 — 2012
B.S.B.A Finance - Investments, Finance, Sam M. Walton College of Business
Universitat Autònoma de Barcelona 2010 — 2011
Completion, International Business
Rockhurst High School 2004 — 2008
AFEX January 2014 - Present
Associated Foreign Exchange September 2011 - December 2013
Associated Foreign Exchange October 2009 - August 2011
Ruesch International / Travelex Global Business Payments February 2005 - September 2009
Ruesch International September 2000 - January 2005
Ruesch International August 1998 - August 2000
Ruesch International April 1996 - July 1998
Swiss Volksbank (Credit Suisse) April 1990 - September 1995
Skills
Foreign Exchange, FX Options, Financial Markets, Currency, Trading, Managing Start-ups, Sales Management, General Management, Executive Management, Cross-functional Team..., Skiing, FX trading, Financial Services, Options, Portfolio Management, Commodity, Hedging, Trading Systems, FX Hedging, Ski, Risk Management, Banking, Strategy, New Business Development, Derivatives, Payments, Relationship Management, Management
Education
University of Pennsylvania - The Wharton School
AMP
Lorange Institute of Business, Zurich
MBA
AFEX July 2015 - Present
Wantickets January 2014 - July 2015
EPiServer AB September 2011 - November 2013
Myspace August 2010 - July 2011
Myspace December 2009 - August 2010
Myspace August 2008 - December 2009
B1 Media, Inc January 2007 - August 2008
Malibu Digital, LLC January 2004 - December 2006
Ascent Media DVD May 2002 - January 2004
Skills
Web Services, Agile Methodologies, .NET, Testing, Web Development, JSON, Microsoft SQL Server, TFS, JavaScript, MSBuild, Visual C#, T-SQL, ASP.NET AJAX, Entity Framework
Education
Middle Tennessee State University 1997 — 2001
BA, Degree in Philosophy w/ Double Minor in Computer Science and History
AFEX October 2014 - Present
AFEX February 2014 - October 2014
Moneycorp August 2011 - December 2013
Moneycorp September 2007 - August 2011
Epoch Properties, Inc. August 2006 - September 2007
Metromedia Restaurant Group 1999 - 2006
Skills
Negotiation, Sales, Account Management, Customer Service, New Business Development, Risk Management, Business Development, Budgets, Banking, Management, Real Estate, Business Strategy, Procurement, Marketing, Marketing Communications, Team Management, Contract Negotiation, ITIL, Accounting, Budgeting, Project Management, Foreign Exchange, Reporting & Analysis, Digital Marketing, Relationship Management, Software Asset..., Marketing Strategy, Financial Services, Key Account Management, Events Coordination, Financial Risk, CRM, Finance, Strategy
Education
University of Central Florida - College of Business Administration 1999 — 2003
B.S., Finance
University: Oxford College of Marketing
CIM L6 Diploma in Professional Marketing
Yodle October 2014 - Present
AFEX November 2013 - October 2014
JPMorgan Chase June 2013 - November 2013
JPMorgan Chase September 2011 - May 2013
Citi May 2010 - September 2011
Contour Mortgage Corporation March 2005 - December 2009
Family Home Finance Corp. August 2001 - March 2005
Tribeca Mortgage Corp. November 1999 - August 2001
Seaboard Securities Corp. January 1998 - November 1999
Skills
Mortgage Lending, Loans, Banking, Credit, Marketing, Finance, FHA, Commercial Lending, Sales, Retail Banking, Customer Service, Portfolio Management, Home Equity Loans, Mortgage Marketing, Strategic Planning, Sales Management, Mortgage Banking, Refinance, Consumer Lending, Cross Selling, CRM, Loan Origination, Credit Analysis, Coaching, Small Business Lending, Residential Mortgages, Financial Services, Lines Of Credit, Deposits, Wealth Management, Credit Cards, Relationship Management
Education
Palm Beach Community College 1993 — 1995
Associate's degree
AFEX August 2011 - Present
Bishop Taylor Group June 2011 - August 2011
Global Forex Trading 2007 - 2009
Accredited Home Lenders 2006 - 2007
Quicken Loans/Rock Financial 2004 - 2006
First Investor's Corp 2002 - 2003
Education
Eli Broad College of Business 2000 — 2003
B.A, General Management
Member of the Michigan State University General Management Association (GMA) 2000 — 2003
B.A., Business Managemet
Michigan State University - The Eli Broad College of Business 2000 — 2003
B.A., Business Management
2003-2004First Investor's Corp
AFEX June 2014 - Present
Jameson Bank April 2012 - June 2014
Jameson Bank September 2011 - April 2012
Equity Financial FX Inc. March 2009 - August 2011
Travelex November 1988 - 2008
Skills
Foreign Exchange, Accounting, Credit, IFRS, General Ledger, Cash Management, Financial Analysis, Banking, FX Options, Risk Management, Financial Reporting, Strategic Financial..., Payments, Financial Modeling, Forecasting
Education
IFRS Technical Training Seminar 2008 — 2008
Transition from GAAP to IFRS
Certified General Accountants of Ontario 1987 — 1993
CGA, Accounting and Finance
Seneca College of Applied Arts and Technology 1983 — 1986
Accounting and Finance
Seneca College of Applied Arts and Technology 1981 — 1986
Accounting and Finance, Accounting
East York Collegiate 1982 — 1983
Marc Garneau 1979 — 1982
Sodexo February 2008 - October 2014
ARAMARK Healthcare October 2005 - February 2008
J's Maintenance Service Incorporated December 2003 - October 2005
AFEX February 1993 - May 2000
Skills
Budgets, Employee Engagement, Purchasing, Facilities Management, Quality Assurance, Operations Management, Healthcare, Training, Team Building, Management, Leadership, Program Management, Process Improvement, Negotiation, New Business Development, Human Resources, Strategy, Hospitals, Strategic Planning, Change Management, Employee Relations, Team Leadership, Project Management, JCAHO, Inventory Management, Coaching, Environmental Services, Contract Negotiation, Project Planning, Contract Management, Process Scheduler, Income Statement, Customer Service, Sales, Customer Satisfaction, Facilities Operations, Time Management, Supervisory Skills, Performance Management, Leadership Development, Hiring, Retail, Recruiting, Cold Calling, Employee Training, P&L Management, Food Service, Hospitality, Account Management, Forecasting
Education
California State University Stanislaus 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
San Francisco State University 2008 — 2013
Bachelor of Business Administration (BBA), Management
AFEX September 2011 - Present
AFEX Associated Foreign Exchange March 2011 - January 2012
Associated Foreign Exchange June 2007 - February 2011
American Eagle Moving and Storage 2005 - May 2007
Best Maytag 2003 - 2005
Skills
Risk Management, Foreign Exchange, Payments, Management, FX Options, Currency, Targeted Advertising, Sales, Financial Risk, Account Management, Pricing, Merchant Services, New Business Development, Finance, Capital Markets, Financial Markets, Business Development, Banking, Financial Services
Education
CSUN
Marketing
Dundee Capital Markets August 2015 - Present
AFEX September 2014 - July 2015
Velocity Trade May 2011 - September 2014
Equity Financial Trust Company March 2007 - April 2011
ToroFX Global Payment Solutions January 2006 - July 2007
Travelex 2005 - 2007
Scotiabank 2001 - 2004
Skills
FX, Trading, Currency, Risk Management, FX trading, Hedging, Negotiation, sales, purchasing, Options, Commodity, Derivatives, FX Options, Investments, Electronic Trading, Financial Markets, Equities, Foreign Exchange, Trading Systems, Equity Trading, Trading Strategies, Portfolio Management, Bloomberg, Hedge Funds, Capital Markets, ETFs, Sales, Alternative Investments, Asset Management, Fixed Income, Financial Risk, Bonds, Banking, Equity Derivatives, Proprietary Trading, Securities, Funding, Purchasing, Payments, Structured Products, Technical Analysis, Traders, Back Office, FX Trading, Financial Services, Investment Advisory, Quantitative Finance, Direct Sales, Emerging Markets, Management
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Business
AFEX June 2014 - Present
Jameson Bank September 2012 - June 2014
RBC Investor Services November 2011 - September 2012
RBC Dexia Investor Services August 2011 - November 2011
RBC Dexia Investor Services April 2010 - August 2011
RBC Dexia Investor Services August 2009 - April 2010
RBC Dexia Investor Services 2006 - April 2010
RBC FINANCIAL GROUP 2004 - 2007
X.EYE INC January 2001 - January 2004
OPEREX January 2000 - January 2001
Skills
Business Strategy, Cross-functional Team..., Change Management, Team Leadership, Operations Management, Contract Negotiation, Strategic Planning, People Management, Management, Program Management, Project Management, Business Analysis, Financial Services, Strategy, Business Planning, Leadership, Vendor Management, CRM, Banking, Analysis
Education
University of Phoenix
MBA, Technology Management
York University
H.B.Sc., Geography
Thornhill
US Navy January 2015 - Present
AFEX August 2014 - December 2014
Amarillo National Bank 2012 - 2014
Cinemark December 2009 - December 2011
Skills
10 Key, Microsoft Excel, Microsoft Word, Outlook, Mac, PC, Cpr Certified, Customer Service, Bank Reconciliation, Budget Reconciliation, Windows, PowerPoint, Microsoft Office, Auditing, Management, Compliance, Acting, Data Entry, Fraud Detection, Fraud Claims, Credit Card Fraud, Merchant Services, Filing, Debit Cards, Credit Cards, Theatre, Teamwork, Leadership, Training, Team Leadership, Research, Public Speaking, Time Management, Budgets, Risk Management
Education
Amarillo College 2010 — 2012
Associate of Science (A.S.), General Studies
House of Kaizen December 2014 - Present
chariDEED November 2013 - October 2014
AFEX February 2014 - May 2014
Mergermarket July 2011 - February 2014
RPM Nautical Foundation July 2011 - July 2011
Mergermarket June 2010 - July 2011
Bloomberg LP January 2010 - June 2010
The Starlight Ballroom December 2006 - December 2009
Interocean American Shipping September 2008 - April 2009
Skills
Bloomberg, Account Management, Research, Business Development, Mergers & Acquisitions, Financial Analysis, Fixed Income, CRM, Finance, Customer Service, Mergers, mergermarket, Market Research, Corporate Finance, Sales, Customer Relations, Financial Modeling, Accounting, Entrepreneurship, Foreign Exchange..., Emerging Markets, Valuation, Competitive Analysis, Creative Writing, Content Marketing
Education
Drexel University 2006 — 2009
BS, Business Administration
Drexel University - College of Business and Administration 2006 — 2009
AFEX July 2015 - Present
World First USA September 2012 - June 2015
Institute for Cultural Programs January 2012 - September 2012
Military Sealift Command May 2009 - January 2012
MassMutual Financial Group June 2009 - December 2009
Center for the Study of the Presidency & Congress (CSPC) 2008 - 2009
Skills
Economics, Risk Management, Financial Risk, Financial Markets, Financial Analysis, Derivatives, Microsoft Office, FX Options, Finance, Microsoft Excel, Investments, Leadership, Russian, Investment Banking, Management, Public Speaking, Corporate Finance, Trading, Research, Strategic Financial..., Customer Service, Sales, Business Development, Foreign Currency
Education
George Mason University 2007 — 2011
Bachelor of Arts (B.A.), Government and International Politics (BA)
George Mason University 2007 — 2011
Russian and Eurasian Studies (BA), Concentration: Russian Language
Herzen State Pedagogical University of Russia
Russian Language
Langley High
AFEX September 2014 - Present
AFEX February 2014 - September 2014
Associated Foreign Exchange January 2009 - September 2014
HIFX Financial Services Limited 2008 - 2009
Skills
FX Options, Currency, Foreign Exchange, Trading, FX trading, Payments, Investments, Options, Asset Management, Hedge Funds, Portfolio Management, Derivatives, Account Management, Sales, Financial Markets, Treasury Management, Management, Financial Services, Risk Management, Strategy, CRM, Banking, Equities, Financial Analysis
Education
Bournemouth University 2003 — 2007
BA Hons, Services Marketing and Economics
AFEX Corporate Account ManagerAssociated Foreign Exchange2008 - Present
Education
California State University-Long Beach 1998 — 2003
nlmusd October 2010 - Present
VACCO Industries May 2007 - October 2010
Afex June 2006 - May 2007
Skills
Data Entry, PowerSchool, Xerox Printers, PowerPoint, Microsoft Word, Microsoft Excel, Fax, Customer Service
Education
University of Phoenix 2013 — 2014
Administration, Human Development, Family Studies, and Related Services
ITT Technical Institute-San Diego 2008 — 2010
Associate's degree, Criminal Justice and Corrections
AFEX July 2015 - Present
AFEX April 2015 - July 2015
Sigue Corporation April 2014 - December 2014
Sigue Corporation July 2013 - March 2014
Sigue Corporation March 2012 - June 2013
Yin's Taekwondo Academy May 2007 - February 2012
Petkiss Products January 2004 - February 2006
Skills
IT Service Management, ITIL, Process Improvement, Business Analysis, IT Operations, Business Process..., Team Leadership, Project Planning, Cross-functional Team..., Distributed Team..., Policies & Procedures, Management, Microsoft Office
Education
California State University-Northridge
Bachelor of Science (B.S.), Business Management
UCLA Extension Corporate Education & Custom Programs
Paramount Pictures May 2012 - Present
AFEX November 2007 - April 2012
Contractors State License School May 2004 - June 2007
Skills
FX Options, Fixed Assets, Accounts Payable, Accounts Receivable, General Ledger, Variance Analysis, Financial Reporting, Cash Flow, Microsoft Office, Accruals, Accounting, Financial Accounting, Cost Accounting, Budget Process, Payroll, Strategic Financial..., Auditing, Forecasting, Financial Modeling, Cash Management, Sarbanes-Oxley Act, Budgets, Treasury, Finance
Education
California State University-Los Angeles 2005 — 2007
Bachelor's degree, Accounting
California State University-Northridge 2003 — 2005
Business Administration and Management, General
AFEX January 2014 - Present
Breadcrumb by Groupon August 2012 - December 2013
Groupon May 2011 - August 2012
Groupon November 2010 - April 2011
Northwestern University 2003 - 2004
Skills
Sales, Salesforce.com, Lead Generation, Account Management, New Business Development, Business Development, SQL, Tableau, Microsoft Excel, Sales Process, Data Analytics, Product Development, Online Advertising, Social Media, B2B, Data Analysis, Sales Management, Marketing Strategy, Online Marketing, Email Marketing, Sales Presentations, Training, Advertising Sales, Advertising, Public Relations, Digital Marketing, Foreign Exchange, Financial Risk, Python
Education
Marquette University
Bachelor of Arts (B.A.), Global Politics, Spanish for the Professions
AFEX November 2011 - Present
Natrol, Inc. February 2009 - September 2011
Sandler Studios January 2002 - February 2009
Signet e-Services, Inc. November 2004 - May 2005
Skills
Inventory Management, Strategic Planning, Microsoft Office, SSIS, Photoshop, Microsoft SQL Server, ERP, Problem Solving, Business Analysis, E-commerce, Project Management, Management, Web Design, T-SQL, EDI, Product Development, Manufacturing, .NET, SAP, Start-ups, Microsoft Word, DTS, Cross-functional Team..., Microsoft Excel, Team Leadership, Customer Service
Education
California State University-Northridge
Crespi Carmelite High School
AFEX 2014 - Present
Western Union Business Solutions 2005 - 2014
Perry Johnson Consulting 1992 - 2005
Standard & Poor's 1985 - 1991
Skills
Financial Risk, FX Options, Financial Markets, Financial Services, Foreign Exchange..., Risk Management, Cash Management, Hedging, Banking, Currency, Credit, Options, Foreign Exchange, Salesforce.com, Derivatives, FX trading, Mergers & Acquisitions, FX Hedging, Payments, Treasury Management, Relationship Management, Capital Markets, Trading, Financial Analysis, Trading Systems
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science, Finance
AFEX September 2014 - Present
Axicorp USA August 2012 - May 2014
Alpari (US) LLC March 2012 - August 2012
Infinity Futures, Inc. May 2006 - February 2012
Lind-Waldock November 2003 - April 2006
SKTY Trading October 2005 - December 2005
Guitar Center July 2002 - October 2003
Skills
Commodity, Options, Trading, FX Options, Technical Analysis, Risk Management, Derivatives, Equities, New Business Development, Electronic Trading, Fixed Income, Trading Systems, Financial Markets, Sales, Investments
Education
Michigan State University 1998 — 2001
Bachelor of Arts (B.A.), Accounting
Jos. A. Bank Clothiers June 2014 - Present
New York Life Insurance Company 2008 - 2009
Bank-Fund Staff Federal Credit Union 2005 - 2007
AFEX 2000 - 2005
International Currency Express, Inc. 1996 - 1999
Western Union Business Solutions/Ruesch International 1990 - 1996
Skills
Business Development, Management, Financial Services, Sales, Banking, Leadership, Finance, Business Strategy, Strategic Planning, Program Management, Customer Service, Project Management, Risk Management, Investments, Insurance, Foreign Exchange, Retail
Education
McDaniel College
Bachelor of Arts, History, French
University of Maryland University College
International Management Program
University of Paris-Sorbonne
Cours de Civilisation Francaise
Financial ERP Software 1997 - Present
Sage Payments 2002 - 2015
AFEX 1998 - 2002
COMFEX (Commonwealth Foreign Exchange) 1997 - 1998
Sun Life Financial 1992 - 1997
Sun Life Financial 1990 - 1992
The Bank of New England 1989 - 1990
Chase Kolbin Associates 1987 - 1989
Skills
Sales Process, Solution Selling, SaaS, Business Intelligence, Account Management, New Business Development, Key Account Management, Strategic Planning, Vendor Relations, Contract Negotiation, Budgeting, Sales Presentations, Financial Analysis, CRM, Territory Management, Trade Shows, Training, Mentoring, Integration, Business Development, Lead Generation, Sales Management, Professional Services, Sales, Strategic Partnerships, Business Analysis
Education
Boston University
Bachelor of Science (B.S.), Management
White Mountain School
HS
Howell Business Services August 2015 - Present
New Community Jewish High School September 2013 - August 2015
AFEX October 2009 - May 2013
Dwyer HR July 2007 - October 2009
Wexler Video August 1996 - July 2007
Skills
Employment Law, Training, Employee Benefits, Account Management, Human Resources, Coaching, Cold Calling, Management, Budgets, Fundraising, Performance Appraisal, Leadership, Team Building, Strategic Planning, Negotiation, HR Consulting, Sales, Risk Management, Business Development, Recruiting, Event Planning, Talent Acquisition, Policy, Leadership Development, Strategy, HRIS, Personnel Management, Succession Planning, Interviews, Technical Recruiting, Sourcing, Mergers & Acquisitions, Onboarding, Talent Management, Employee Relations, Performance Management, Deferred Compensation, Workforce Planning, Executive Search, College Recruiting
Education
University of California, Irvine 1978 — 1982
Bachelor of Arts (B.A.), Theatre/Theater
University of Phoenix-Southern California Campus
AFEX July 2011 - Present
RIA Financial Services April 2005 - June 2011
Skills
Risk Management, Banking, AML, Mergers & Acquisitions, Investments, Financial Services, Financial Risk, Financial Analysis, Analysis, KYC, Business Development, Due Diligence, Securities, Operational Risk..., Corporate Governance, Enterprise Risk..., Operational Risk, Fraud, Business Strategy, Strategic Planning, Financial Regulation, Anti Money Laundering
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1994
Bachelor's degree, Accounting
AFEX July 2011 - Present
RIA Financial Services April 2005 - July 2011
JPMorgan Chase August 2003 - March 2005
Skills
AML, OFAC, Customer Service, KYC, Bank Secrecy Act, Due Diligence, Risk Management, CAMS, Financial Services, Financial Regulation, Portfolio Management, Payments, Financial Risk, Fraud, Analysis, Banking, Electronic Payments, Operational Risk, Operational Risk..., Financial Institutions, USA PATRIOT Act, Corporate Governance, Enterprise Risk..., Anti Money Laundering, Payment Systems
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1995
Bachelors of Science, Accounting
Belleville High School 1986 — 1989
High School Diploma
AFEX October 2013 - Present
JPMorgan Chase April 2012 - September 2013
Bank of America January 2009 - December 2011
Trinity Lending January 2007 - January 2009
Homefield Financial January 2004 - January 2007
First American Mortgage April 2001 - January 2004
State of Missouri January 1998 - August 2000
State of Missouri March 1996 - January 1998
Skills
Real Estate, Consulting, Customer Service, International Sales, Import Export, Real Estate License, Real Estate Transactions, Real Estate Financing, Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Negotiation, Networking, Research, Sales Presentations, Sales, Marketing, Sellers, Leadership, Budgets, Investors, Nonprofits, Community Outreach, Business Development, Entrepreneurship, Mortgage Lending, Refinance
Education
University of Missouri-Columbia
Business, Consumer Affairs
AFEX March 2015 - Present
GFX Partners Inc. April 2006 - March 2015
Bendix Foreign Exchange Corporation July 1987 - March 2006
Education
The University of British Columbia
AFEX April 2014 - Present
Cambridge Global Payments October 2012 - March 2014
American Express January 2010 - December 2012
Advanced Currency Markets August 2008 - January 2010
Bank of America June 2005 - August 2008
Bank of America June 2005 - May 2007
Skills
Foreign Exchange, Financial Markets, Hedging, FX Options, Portfolio Management, FX trading, FX Hedging, Trading, Business Development, Risk Management, Relationship Management, Derivatives, Capital Markets, Options, Fixed Income, Electronic Trading, Currency, Financial Services, Loans, Structured Products, Trading Systems, Credit, Account Management, SaaS, Banking, Payments, Financial Risk, Hedge Funds, Credit Risk, Treasury Management, Bloomberg, CRM, Bloomberg Terminal, Market Risk, Cash Management, Back Office, Strategy, FX Trading
Education
Hofstra University
B.A., Finance
Holy Cross H.S.
Perkins Center for the Arts 2014 - Present
Artists' House Gallery September 2013 - February 2015
Pennsylvania Academy of the Fine Arts September 2012 - May 2013
Pennsylvania Academy of the Fine Arts January 2012 - May 2013
Pennsylvania Academy of the Fine Arts March 2013 - March 2013
Limitless (feature film) May 2010 - May 2010
Food Network : America's Best : American Classics March 2010 - March 2010
Back Focus Films March 2010 - March 2010
AFEX December 2009 - December 2009
Food Network : Dinner Impossible November 2009 - November 2009
Education
Pennsylvania Academy of Fine Arts 2011 — 2013
Master of Fine Arts (M.F.A.), Drawing and Painting
East Carolina University 2003 — 2007
Bachelor of Science (B.S.), Communication - Media Production
Cambridge Mercantile May 2014 - Present
Albion March 2012 - May 2014
AFEX January 2008 - February 2012
Skills
Account Management, Marketing Strategy, Trading, New Business Development, Business Development, B2B, International Sales, Business Strategy, Lead Generation, International Business, Marketing, Strategic Planning, CRM, Sales Management, Strategy, Business Planning, Management, Currency, Negotiation, Entrepreneurship, Market Research, Start-ups, Sales, Market Analysis, Brand Development, Brand Management, Selling, Product Development
Education
University of Portsmouth 2002 — 2005
BA Hons, Marketing
Chesham High School
Calavo Growers February 2015 - Present
Fern International, LLC January 2009 - Present
AFEX August 2013 - February 2015
SolarWorld July 2010 - December 2012
St. Jude Medical July 2007 - January 2009
Medtronic 2005 - 2007
The Walt Disney Company April 1999 - February 2005
Skills
Finance, Variance Analysis, SAP Implementation, Financial Modeling, Forecasting, Business Intelligence..., Microsoft Dynamics ERP, Cost Accounting, Sarbanes-Oxley Act, Financial Analysis, Capital Budgeting, Hyperion Enterprise, JD Edwards, Essbase, Hyperion Planning, Sarbanes-Oxley, Clutter Control
Education
Pepperdine University 2001 — 2004
Master's, Business Administration
California State University-Northridge 1995 — 2000
Bachelor's, International Business
University of Maryland College Park 2004 — 2006
Advanced Accounting Certificate, Accounting and Finance
Aster Graphics March 2011 - Present
AFEX January 2005 - March 2011
LMI Solutions January 2004 - January 2005
OneSource Technologies 1996 - 2004
Skills
B2B, Managed Print Services, Solution Selling, Sales Plan, Sales Process, Sales Management, New Business Development
Education
Arizona State University 1990 — 1994
Business Administration
Associated Foreign Exchange December 1993 - Present
AFEX 1993 - Present
US Army January 1987 - December 1988
Pinocchio's Restaurant March 1982 - December 1986
Skills
FX Options, Currency, Payments, Financial Markets, FX trading, Banking, Trading, Financial Services, Foreign Exchange, Portfolio Management, Derivatives, Risk Management, Relationship Management, Financial Risk, FX Trading
Education
1975 — 1978
Bachelor, Economia Industriei, Constructiei si Transporturilor
AFEX July 2015 - Present
Groupon Getaways September 2014 - December 2014
Q1 Productions January 2014 - June 2014
Marcus Evans August 2012 - October 2013
Skills
Sales, Teamwork, Microsoft Excel, Marketing, Finance, Customer Service, Microsoft Office, Leadership, Research, New Business Development, Marketing Strategy, Market Research, Management, Time Management, PowerPoint, Financial Analysis, Business Development, Banking, English, Business Strategy, Microsoft Word, Windows, Accounting, Analysis, Investments, Data Analysis, Strategy, Cold Calling, Account Management, Business Analysis, Direct Sales, Risk Management, Team Leadership, CRM, Sales Management, Public Speaking, Strategic Planning, Project Management, Lead Generation, Salesforce.com, B2B, Sales Operations, Foreign Exchange
Education
Loyola University of Chicago
Bachelor of Business Administration (BBA), Finance, General, 90
Stevens Point Area Senior High School 2005 — 2008
High School Diploma, General Studies, 95
AFEX February 2015 - Present
AFEX May 2013 - February 2015
Associated Foreign Exchange 2010 - May 2013
Southcorp Wines January 2005 - May 2005
Skills
New Business Development, Account Management, FX Options, Trading, Sales, Business Strategy, Sales Management, Marketing, Negotiation, Currency, FX trading, Financial Markets, Online Advertising, Technical Analysis, Marketing Strategy, Strategic Planning, Cold Calling, Business Development, Financial Services, Customer Service, Investments, Start-ups, B2B
Education
University of South Australia 2005 — 2009
Marketing, Marketing
University of South Australia 2005 — 2009
Finance, Applied Finance
Waikerie 2000 — 2004
Deakin University
Master of Business Administration (M.B.A.)
AFEX January 2015 - Present
AFEX June 2014 - Present
Jameson Bank August 2013 - June 2014
Firma Foreign Exchange February 2008 - April 2012
Enterprise Rent-A-Car 2004 - 2007
Skills
Foreign Exchange, Currency, FX trading, FX Options, New Business Development, FX Hedging, Financial Markets, Trading, Risk Management, Foreign Exchange..., Cold Calling, Finance, Financial Analysis, Cash Management, Relationship Management, Banking, Corporate Finance, AML, Lead Generation, Foreign Currency, Options, FX Spot, Hedging, Forwards, Financial Risk, Portfolio Management, Investments, Financial Services, Trading Strategies, Economics, Sales, Derivatives, Strategic Financial..., Fixed Income, Treasury Management, Payments, FX Trading
Education
Seneca College of Applied Arts and Technology 1998 — 2000
Diploma, International Business
Albert Campbell Collegiate Institute 1990 — 1995
O.S.S.D (Ontario Secondary School Diploma)
AFEX June 2015 - Present
Grind 2 Shine April 2013 - Present
Specialized Orthopedic Solutions March 2014 - June 2015
Independent Capital Management October 2012 - July 2013
Education
Salem International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Alfred University 2009 — 2010
Stoneridge Preparatory School 2007 — 2008
AFEX October 2013 - Present
Godawri Trading Co. January 2013 - June 2013
IDB Bank May 2012 - September 2012
Skills
Financial Analysis, Data Analysis, Investments, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, SAP HR, Auditing, Risk Management, Banking, Financial Modeling, Business Analysis, Analysis, Finance
Education
California State University-Northridge 2010 — 2012
Finance, General
AFEX November 2013 - Present
Burbank Community YMCA and Glendale YMCA January 2011 - November 2013
Advanstar Communications June 2008 - January 2011
Ryland Homes 2000 - 2008
Destiny Resorts 1996 - 2000
KB Home 1993 - 1996
Skills
Employee Relations, Succession Planning, Employee Benefits, Performance Management, Recruiting, Leadership Development, Organizational..., Strategic Planning, Onboarding, Benefits Administration, Human Resources, Public Speaking, Coaching, HRIS, HR Policies, Team Building, Customer Service, Change Management, Deferred Compensation, Community Outreach, Talent Acquisition, Employee Engagement
Education
California State University-Long Beach
Bachelors, Psychology
AFEX May 2011 - Present
AFEX March 2011 - Present
Skills
FX Options, Financial Markets, Risk Management, Financial Services, Banking, Finance, Management, Financial Analysis, Portfolio Management, Derivatives, Leadership, Microsoft Excel
Education
Fashion Institute of Design & Merchandising
Interior Design