AGS Specialists
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AGS Specialists Employees
Santander Bank, N.A. July 2015 - Present
Santander Bank, N.A. August 2014 - July 2015
Santander Bank, N.A. March 2013 - August 2014
Stuyvesant Capital Management October 2011 - February 2013
Integral Derivatives February 2010 - May 2010
AGS Specialists September 2007 - May 2008
Skills
Trading, Bloomberg Terminal, Statistics, Capital Markets, Data Analysis, Derivatives, Investments, Equities, Bloomberg, Business Strategy, Economics, Fixed Income, Financial Analysis, Analysis, Valuation, Hedge Funds, Financial Modeling
Education
Bucknell University 2006 — 2011
B.A., Economics
John Mini Distinctive Landscapes October 2013 - Present
Rebirth Financial 2010 - January 2014
John Mini Distinctive Landscapes July 2011 - February 2012
United Way for the Greater New Orleans Area 2009 - 2011
AmeriCorps VISTA 2009 - 2011
John Mini Distinctive Landscapes July 2008 - October 2009
AGS Specialists 2006 - 2007
Skills
Microsoft Office, Finance, Financial Analysis, Business Development, Event Management, Research, Microsoft Excel, Strategic Planning, Social Media, Marketing Strategy, Sales, Business Strategy, Marketing, Entrepreneurship, Public Speaking
Education
Columbia University - Columbia Business School 2012 — 2013
Master of Business Administration (MBA), Entrepreneurship, Finance, Operations, Dean's Honors
Franklin & Marshall College 2004 — 2008
BA, Business, Organizations & Society, Dean's List, Delphic Society
HSBC July 2012 - Present
University of Notre Dame December 2010 - May 2012
Healthcare Associates in Medicine PC June 2004 - July 2010
AGS Specialists July 2007 - August 2008
Skills
Forecasting, Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg, PowerPoint, Financial Analysis, Financial Modeling, Research, Investments, Corporate Finance, Public Speaking, Spanish
Education
University of Notre Dame 2008 — 2012
BBA, Finance, 3.612
Regis High School 2004 — 2008
HS
The Boston Consulting Group June 2015 - Present
Foggy Bottom Productions, LLC January 2013 - Present
BB&T Capital Markets October 2012 - June 2014
BB&T Capital Markets July 2008 - December 2012
A-G Innovations, Inc. May 2005 - May 2010
AGS Specialists June 2007 - September 2007
Skills
Financial Modeling, Valuation, Equities, Derivatives, Economics, Trading, Financial Risk, Options, Investment Banking, Corporate Finance, Investments, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
MMM: MBA from Kellogg + Master of Science in Design Innovation from McCormick School of Engineering
University of South Carolina-Columbia
Bachelor's degree, Finance, International Business, Mandarin
Princeton High School ( NJ)
JLL January 2015 - Present
JLL February 2014 - December 2014
GNYHA Services November 2011 - January 2014
GNYHA Services October 2008 - November 2011
GNYHA Services June 2007 - October 2008
AGS Specialists 2006 - 2007
Madison Trading 2004 - 2006
Jefferies & Company 2001 - 2003
Katz Media Group 1998 - 2000
Skills
Healthcare, Financial Analysis, Financial Modeling, Strategic Planning, Healthcare Industry, Process Improvement, Hospitals, eSourcing, Leadership, Supply Chain Management, Supply Chain, Purchasing, Competitive Analysis, Strategy, Cross-functional Team..., Management, Strategic Sourcing
Education
New York University 2001 — 2004
Kellenberg Memorial High School 1991 — 1994
Merrill Lynch October 2013 - Present
Merrill Lynch November 2011 - October 2013
Merrill Lynch July 2010 - November 2011
NBC Universal February 2010 - March 2010
UBS Wealth Management September 2009 - December 2009
NBC June 2009 - August 2009
AGS Specialists June 2007 - July 2007
Skills
Investments, Strategy, Portfolio Management, Analysis, Strategic Planning, Wealth Management, Risk Management, Due Diligence, Series 7, Financial Analysis, Asset Allocation, Microsoft Office, Investment Strategies
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
BS, Business Administration; Finance
The Umbra Institute 2008 — 2008
Italian Culture
The Taft School 2003 — 2006
High School
Mike Follo Associates August 2009 - Present
Local 6A December 2008 - August 2009
Local 6A December 2008 - August 2009
STR Trading Partners February 2008 - December 2008
STR Trading Partners February 2008 - December 2008
AGS Specialists August 2004 - November 2007
AGS Specialists August 2004 - November 2007
American Stock Exchange July 2003 - August 2004
American Stock Exchange July 2003 - August 2004
Education
Fordham University
Bachelor of Science, Finance
Fordham University
Bachelor of Science, Finance
Shore Trading, Inc. January 2000 - Present
AGS Specialists 1990 - 1999
AGS Specialists Partners LLC 1990 - 1999
American Stock Exchange 1982 - 1999
American Stock 1982 - 1999
Skills
Asset Management, Options, Proprietary Trading, Electronic Trading, ETFs, Trading, Hedge Funds, Portfolio Management, Equity Trading, Equities, Market Making, Traders, Hedging, Trading Strategies, Volatility, Trading Systems, Derivatives, Bloomberg, Customer Service, Series 7, Volatility Arbitrage, Negotiation, Capital Markets, Financial Markets, Equity Derivatives, Series 63, Alternative Investments, Investments, Fixed Income, Securities, Risk Management, FX trading, Commodity, Technical Analysis
Education
Northeastern University 1978 — 1982
Bachelor's Degree, Accounting and Finance
Northeastern University 1978 — 1982
BS, Accounting and Finance
Independent 2014 - Present
Weeden & Co. 2012 - 2013
Commerzbank AG December 2010 - May 2012
Dresdner Kleinwort 2007 - 2009
AGS Specialists 2005 - 2007
Capstone Investment Advisors 2004 - 2005
Mako Global Derivatives June 2001 - 2004
Skills
Options, Equities, Equity Derivatives, Trading, Capital Markets, Derivatives, Commodity, Portfolio Management, Electronic Trading, Hedge Funds
Education
Lehigh University 1996 — 2000
BS, Civil Engineering
Lehigh University - College of Business and Economics 1996 — 2000
BS, Finance
New York University
Masters-Level Coursework, Financial Mathematics