Assent LLC
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Assent LLC Employees
Employee
Years
Job
Industry
Frankie Ng Frankie Ng's Assent LLC Experience August 2006 - June 2010
Job
Industry Financial Services
Experience
Assent LLC August 2006 - June 2010
Carlin Financial Group June 2004 - July 2006
Thomson Reuters January 2003 - May 2004
Skills
Trading, Equity Trading, Risk Management, Technical Analysis, Hedging, Financial Markets, Bonds, Trading Systems, Electronic Trading, Microsoft Office, Bloomberg, Options, Fixed Income
Education
City University of New York-Baruch College 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Assent LLC August 2006 - June 2010
Carlin Financial Group June 2004 - July 2006
Thomson Reuters January 2003 - May 2004
Skills
Trading, Equity Trading, Risk Management, Technical Analysis, Hedging, Financial Markets, Bonds, Trading Systems, Electronic Trading, Microsoft Office, Bloomberg, Options, Fixed Income
Education
City University of New York-Baruch College 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Glenn Sabath Glenn Sabath's Assent LLC Experience March 2005 - January 2010
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2010 - Present
Assent LLC March 2005 - January 2010
Education
Florida Atlantic University
Finance
Wells Fargo Advisors, LLC March 2010 - Present
Assent LLC March 2005 - January 2010
Education
Florida Atlantic University
Finance
Joe Gitto Joe Gitto's Assent LLC Experience January 1996 - March 2002
Job Managing Executive at Hoss Financial & Investment Advisor Representatives at AIG/Woodbury Financial
Industry Financial Services
Experience
Hoss Financial 2014 - Present
JCG Consulting Corp February 2012 - Present
Big Fat Pita March 2010 - Present
T3 Trading Group LLC January 2010 - February 2014
T3 Trading Group, LLC June 2010 - June 2012
SunGard Financial Systems March 2002 - July 2010
Assent LLC January 1996 - March 2002
Skills
Trading, Options, Equities, Securities, Investments, Equity Trading, Trading Systems, Series 7, Venture Capital, Financial Markets, Hedge Funds, Technical Analysis, Risk Management, Strategy, Business Development, Negotiation, Entrepreneurship, Series 63, Proprietary Trading, Electronic Trading, Financial Services, FINRA, Partnerships, Back Office, Stocks, Private Equity, Derivatives, Portfolio Management, Leadership, Hedging, Alternative Investments, Trading Strategies, Bonds, Financial Modeling, FX Options, Investment Strategies, Investment Banking, Prime Brokerage, Fixed Income, Management Consulting, Bloomberg, Commodity, Asset Management, Equity Derivatives, ETFs, Valuation, Capital Markets, Series 24, Equity Research
Education
Pace University - Lubin School of Business 1990 — 1995
Bachelor's Degree, Business Administration
Hoss Financial 2014 - Present
JCG Consulting Corp February 2012 - Present
Big Fat Pita March 2010 - Present
T3 Trading Group LLC January 2010 - February 2014
T3 Trading Group, LLC June 2010 - June 2012
SunGard Financial Systems March 2002 - July 2010
Assent LLC January 1996 - March 2002
Skills
Trading, Options, Equities, Securities, Investments, Equity Trading, Trading Systems, Series 7, Venture Capital, Financial Markets, Hedge Funds, Technical Analysis, Risk Management, Strategy, Business Development, Negotiation, Entrepreneurship, Series 63, Proprietary Trading, Electronic Trading, Financial Services, FINRA, Partnerships, Back Office, Stocks, Private Equity, Derivatives, Portfolio Management, Leadership, Hedging, Alternative Investments, Trading Strategies, Bonds, Financial Modeling, FX Options, Investment Strategies, Investment Banking, Prime Brokerage, Fixed Income, Management Consulting, Bloomberg, Commodity, Asset Management, Equity Derivatives, ETFs, Valuation, Capital Markets, Series 24, Equity Research
Education
Pace University - Lubin School of Business 1990 — 1995
Bachelor's Degree, Business Administration
Sean Yang Sean Yang's Assent LLC Experience August 2008 - April 2010
Job Trader at Bernard Herold and Co.
Industry Financial Services
Experience
Bernard Herold and Co. July 2013 - Present
Avatar Securities, LLC January 2013 - July 2013
WTS Proprietary Trading Group May 2012 - January 2013
Chimera Securities May 2010 - May 2012
Assent LLC August 2008 - April 2010
Skills
Series 7, Series 63, Equity Trading, Options Trading, Quotations, Electronic Trading..., Microsoft Office, Financial Analysis, Risk Management, Securities Regulation, Hedging, Anti Money Laundering, Financial Services, Trade Compliance, Mutual Funds, Unit Investment Trusts, Financial Reporting, Long/Short Equity, Level 1 & 2, Restricted Stock, Equity Research, Options Strategies, Foreign Investment, Options, Trading
Education
University at Buffalo
Bernard Herold and Co. July 2013 - Present
Avatar Securities, LLC January 2013 - July 2013
WTS Proprietary Trading Group May 2012 - January 2013
Chimera Securities May 2010 - May 2012
Assent LLC August 2008 - April 2010
Skills
Series 7, Series 63, Equity Trading, Options Trading, Quotations, Electronic Trading..., Microsoft Office, Financial Analysis, Risk Management, Securities Regulation, Hedging, Anti Money Laundering, Financial Services, Trade Compliance, Mutual Funds, Unit Investment Trusts, Financial Reporting, Long/Short Equity, Level 1 & 2, Restricted Stock, Equity Research, Options Strategies, Foreign Investment, Options, Trading
Education
University at Buffalo
Joshua Blacker Joshua Blacker's Assent LLC Experience May 2005 - July 2006
Job Account Manager at Chiltern
Industry Biotechnology
Experience
Chiltern September 2015 - Present
Theorem Clinical Research (acquired by Chiltern) June 2015 - September 2015
Goldline, LLC April 2011 - April 2015
Goldline, LLC December 2009 - April 2011
Payden & Rygel July 2006 - July 2008
Assent, LLC May 2005 - July 2006
RS Investments August 2004 - April 2005
Education
University of San Francisco
Bachelor's Degree, Business Administration: Finance
Chiltern September 2015 - Present
Theorem Clinical Research (acquired by Chiltern) June 2015 - September 2015
Goldline, LLC April 2011 - April 2015
Goldline, LLC December 2009 - April 2011
Payden & Rygel July 2006 - July 2008
Assent, LLC May 2005 - July 2006
RS Investments August 2004 - April 2005
Education
University of San Francisco
Bachelor's Degree, Business Administration: Finance
Mark Tufts Mark Tufts's Assent LLC Experience February 2004 - July 2010
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2012 - Present
Great Point Capital LLC July 2010 - October 2012
Assent, LLC February 2004 - July 2010
Zone Trading Partners August 2001 - March 2002
Skills
Financial Planning, Portfolio Management, Wealth Management, Investments, Business Strategy, Risk Management, Equities, Trading, Financial Analysis, Technical Analysis, Financial Modeling, Finance, Trading Strategies, Leadership, Proprietary Trading, Strategic Planning, Series 7
Education
Texas A&M University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Northwestern Mutual October 2012 - Present
Great Point Capital LLC July 2010 - October 2012
Assent, LLC February 2004 - July 2010
Zone Trading Partners August 2001 - March 2002
Skills
Financial Planning, Portfolio Management, Wealth Management, Investments, Business Strategy, Risk Management, Equities, Trading, Financial Analysis, Technical Analysis, Financial Modeling, Finance, Trading Strategies, Leadership, Proprietary Trading, Strategic Planning, Series 7
Education
Texas A&M University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
John Victorino John Victorino's Assent LLC Experience December 2009 - July 2010
Job RealTime Power Trader & Generation Planner (Power Marketer)
Industry Oil & Energy
Experience
Seattle City Light November 2010 - Present
Assent LLC December 2009 - July 2010
Kershner Trading Group, LLC - Hedge Fund March 2008 - November 2009
Bank of America February 2005 - July 2008
Victory Appraisals, Inc September 2002 - February 2005
Calixto R. Manriquez, Inc. February 2002 - September 2002
Group One Trading, LP January 2001 - January 2002
United States Marine Corps August 1994 - August 2000
Salomon Smith Barney January 1997 - June 1999
Skills
Equities, Options, Portfolio Management, Trading, Risk Management, Financial Analysis, Hedging, Economics, Investments, Trading Systems, Proprietary Trading, Financial Modeling, Derivatives, Electronic Trading, Equity Trading, Bloomberg, Hedge Funds, Trading Strategies, Equity Derivatives, Valuation, Asset Management, Financial Markets, Quantitative Analytics, Technical Analysis, Strategic Planning, Business Development, Entrepreneurship, Management, Options Strategies, Microsoft Excel, Asset Allocation, Start-ups, Business Analysis, Commodity Markets, Forecasting
Education
San Jose State University 1998 — 2000
Bachelor's of Science, Economics
Seattle City Light November 2010 - Present
Assent LLC December 2009 - July 2010
Kershner Trading Group, LLC - Hedge Fund March 2008 - November 2009
Bank of America February 2005 - July 2008
Victory Appraisals, Inc September 2002 - February 2005
Calixto R. Manriquez, Inc. February 2002 - September 2002
Group One Trading, LP January 2001 - January 2002
United States Marine Corps August 1994 - August 2000
Salomon Smith Barney January 1997 - June 1999
Skills
Equities, Options, Portfolio Management, Trading, Risk Management, Financial Analysis, Hedging, Economics, Investments, Trading Systems, Proprietary Trading, Financial Modeling, Derivatives, Electronic Trading, Equity Trading, Bloomberg, Hedge Funds, Trading Strategies, Equity Derivatives, Valuation, Asset Management, Financial Markets, Quantitative Analytics, Technical Analysis, Strategic Planning, Business Development, Entrepreneurship, Management, Options Strategies, Microsoft Excel, Asset Allocation, Start-ups, Business Analysis, Commodity Markets, Forecasting
Education
San Jose State University 1998 — 2000
Bachelor's of Science, Economics
William Zink William Zink's Assent LLC Experience November 2005 - September 2006
Job Assistant Project Engineer at Pepper Construction Group, Principal at Zink Architecture & Devellopment
Industry Real Estate
Experience
Zink Architecture & Development 2014 - Present
Pepper Construction Group 2013 - Present
Strategic Capital Partners September 2006 - April 2010
Assent LLC November 2005 - September 2006
Merrill Lynch July 2003 - July 2005
Merrill Lynch May 2002 - August 2002
The White House May 2001 - August 2001
Skills
Asset Management, Mergers & Acquisitions, Portfolio Management, Real Estate Development, Finance, Real Estate, Investment Banking, Equities, Bloomberg, Management, Investment Properties, Banking, Architecture, Construction, Estimating, Consulting, Compliance, Microsoft Excel, LEED Accredited, Architectural Design, Construction Management, Construction Drawings, Investments, Financial Modeling, Due Diligence, Financial Services
Education
Tulane University 2010 — 2013
Masters of Architecture
Vanderbilt University 1999 — 2003
Bachelor of Science (BS)
Park Tudor
Zink Architecture & Development 2014 - Present
Pepper Construction Group 2013 - Present
Strategic Capital Partners September 2006 - April 2010
Assent LLC November 2005 - September 2006
Merrill Lynch July 2003 - July 2005
Merrill Lynch May 2002 - August 2002
The White House May 2001 - August 2001
Skills
Asset Management, Mergers & Acquisitions, Portfolio Management, Real Estate Development, Finance, Real Estate, Investment Banking, Equities, Bloomberg, Management, Investment Properties, Banking, Architecture, Construction, Estimating, Consulting, Compliance, Microsoft Excel, LEED Accredited, Architectural Design, Construction Management, Construction Drawings, Investments, Financial Modeling, Due Diligence, Financial Services
Education
Tulane University 2010 — 2013
Masters of Architecture
Vanderbilt University 1999 — 2003
Bachelor of Science (BS)
Park Tudor
Clinton W. Saloga Clinton W. Saloga's Assent LLC Experience 2007 - 2007
Job Doctoral Fellow at RAND Corporation
Industry Research
Experience
RAND Corporation September 2011 - Present
USAID August 2012 - June 2013
Waddell & Reed August 2008 - June 2011
Alfred Dunhill September 2007 - June 2008
EF Education June 2007 - September 2007
Assent LLC 2007 - 2007
Skills
Research, Quantitative Analytics, Econometrics, Qualitative Research, Stata, Economics, Data Analysis, Statistical Modeling, Spanish, Policy Analysis, Market Research, Public Policy, Policy, Statistics, Program Evaluation, Quantitative Research, International..., International Relations
Education
RAND Pardee Graduate School 2011 — 2015
Ph.D, Policy Analysis
Wichita State University 2008 — 2011
MA, International Economics
Institut Barcelona d'Estudis Internacionals 2009 — 2009
Summer School in International Politics
Universidad de Los Andes 2008 — 2008
International Summer School in Economics
Kansas State University 2002 — 2006
B.S.B.A, Human Resource Management, Economics, International Business, German
RAND Corporation September 2011 - Present
USAID August 2012 - June 2013
Waddell & Reed August 2008 - June 2011
Alfred Dunhill September 2007 - June 2008
EF Education June 2007 - September 2007
Assent LLC 2007 - 2007
Skills
Research, Quantitative Analytics, Econometrics, Qualitative Research, Stata, Economics, Data Analysis, Statistical Modeling, Spanish, Policy Analysis, Market Research, Public Policy, Policy, Statistics, Program Evaluation, Quantitative Research, International..., International Relations
Education
RAND Pardee Graduate School 2011 — 2015
Ph.D, Policy Analysis
Wichita State University 2008 — 2011
MA, International Economics
Institut Barcelona d'Estudis Internacionals 2009 — 2009
Summer School in International Politics
Universidad de Los Andes 2008 — 2008
International Summer School in Economics
Kansas State University 2002 — 2006
B.S.B.A, Human Resource Management, Economics, International Business, German
Kevin Rozzi Kevin Rozzi's Assent LLC Experience August 2008 - March 2009
Job Director, Market Oversight & Compliance at National Stock Exchange
Industry Financial Services
Experience
National Stock Exchange August 2015 - Present
Deutsche Bank October 2014 - August 2015
JPMorgan Chase & Co. August 2014 - October 2014
Abraham, Fruchter, & Twersky, LLP June 2009 - August 2014
Assent LLC. August 2008 - March 2009
Kasowitz, Benson, Torres & Friedman LLP November 2006 - July 2008
Caliber Financial Management, LLC January 2005 - October 2006
Skills
Series 7, Securities, Compliance, AML, Capital Markets, Corporate Law, Due Diligence, Financial Services, Financial Markets, Securities Regulation, Legal Research, Legal Writing, Mergers & Acquisitions, Corporate Governance, Litigation, Private Equity, Securities Litigation, Hedge Funds, Finance, Structured Finance, Equities, Alternative Investments, Arbitration, Derivatives, Legal Compliance, Litigation Support, FINRA
Education
Widener University School of Law 2000 — 2003
JD, Law
University of Delaware 1996 — 2000
BA, Political Science & History (Double Major)
National Stock Exchange August 2015 - Present
Deutsche Bank October 2014 - August 2015
JPMorgan Chase & Co. August 2014 - October 2014
Abraham, Fruchter, & Twersky, LLP June 2009 - August 2014
Assent LLC. August 2008 - March 2009
Kasowitz, Benson, Torres & Friedman LLP November 2006 - July 2008
Caliber Financial Management, LLC January 2005 - October 2006
Skills
Series 7, Securities, Compliance, AML, Capital Markets, Corporate Law, Due Diligence, Financial Services, Financial Markets, Securities Regulation, Legal Research, Legal Writing, Mergers & Acquisitions, Corporate Governance, Litigation, Private Equity, Securities Litigation, Hedge Funds, Finance, Structured Finance, Equities, Alternative Investments, Arbitration, Derivatives, Legal Compliance, Litigation Support, FINRA
Education
Widener University School of Law 2000 — 2003
JD, Law
University of Delaware 1996 — 2000
BA, Political Science & History (Double Major)
Will Krinsky Will Krinsky's Assent LLC Experience May 2000 - October 2010
Job Experienced Financial Services Executive
Industry Financial Services
Experience
Hudson River Trading October 2010 - Present
Assent LLC May 2000 - October 2010
BCA Consulting June 1999 - July 2000
Skills
Clearing, Settlement, Corporate Actions, Trading Systems, Compliance, Risk Management, Transaction Processing, Electronic Trading, Derivatives, Equities, FX, Fixed Income, Securities Lending, Securities Regulation, Order Routing, Options, High Frequency Trading, Asset Managment, Back Office, Prime Brokerage, Financial Markets, Trading, Asset Management, Low Latency, Capital Markets, Securities, Financial Services, Hedge Funds, Investment Banking, Proprietary Trading, Market Data, FX Options, Middle Office, FINRA, Series 7, Commodity, Equity Trading, Series 63, Series 24, ETFs, Bloomberg
Education
State University of New York at Buffalo 1995 — 1999
Major: Computer Science and Engineering Minor: Financial Mathematics
Nyack Senior High School 1991 — 1995
Hudson River Trading October 2010 - Present
Assent LLC May 2000 - October 2010
BCA Consulting June 1999 - July 2000
Skills
Clearing, Settlement, Corporate Actions, Trading Systems, Compliance, Risk Management, Transaction Processing, Electronic Trading, Derivatives, Equities, FX, Fixed Income, Securities Lending, Securities Regulation, Order Routing, Options, High Frequency Trading, Asset Managment, Back Office, Prime Brokerage, Financial Markets, Trading, Asset Management, Low Latency, Capital Markets, Securities, Financial Services, Hedge Funds, Investment Banking, Proprietary Trading, Market Data, FX Options, Middle Office, FINRA, Series 7, Commodity, Equity Trading, Series 63, Series 24, ETFs, Bloomberg
Education
State University of New York at Buffalo 1995 — 1999
Major: Computer Science and Engineering Minor: Financial Mathematics
Nyack Senior High School 1991 — 1995
James Brooks Lacy's Assent LLC Experience 2001 - 2009
Job Vice President and Private Portfolio Manager
Industry Financial Services
Experience
Severin Investments LLC April 2015 - Present
Kershner Trading Group 2009 - 2014
Assent LLC 2001 - 2009
Hold Brothers Capital, LLC 1997 - 2001
CE Unterberg Towbin LLC 1996 - 1997
Skills
Equity Trading, Equity Research, Equity Research Analysis, Proprietary Trading, Financial Analysis, Financial Modeling, Technical Analysis, Equities, Trading, Investments, Trading Strategies, Finance, Financial Risk, Bloomberg, Portfolio Management, Capital Markets, Valuation, Analysis, Mergers & Acquisitions, Hedge Funds, Financial Markets, Options
Education
Rutgers University-New Brunswick 1992 — 1996
Bachelor's Degree, Finance and Economics
Haddonfield Memorial High School
High School
Severin Investments LLC April 2015 - Present
Kershner Trading Group 2009 - 2014
Assent LLC 2001 - 2009
Hold Brothers Capital, LLC 1997 - 2001
CE Unterberg Towbin LLC 1996 - 1997
Skills
Equity Trading, Equity Research, Equity Research Analysis, Proprietary Trading, Financial Analysis, Financial Modeling, Technical Analysis, Equities, Trading, Investments, Trading Strategies, Finance, Financial Risk, Bloomberg, Portfolio Management, Capital Markets, Valuation, Analysis, Mergers & Acquisitions, Hedge Funds, Financial Markets, Options
Education
Rutgers University-New Brunswick 1992 — 1996
Bachelor's Degree, Finance and Economics
Haddonfield Memorial High School
High School
Andrew Shaughnessy, MBA Andrew Shaughnessy, MBA's Assent LLC Experience 2006 - 2009
Job Onsite MultiChannel Analytics Strategist
Industry Marketing and Advertising
Experience
The Encima Group January 2013 - Present
GearyLSF Group March 2012 - December 2012
Digitas Health February 2010 - March 2012
Assent, LLC 2006 - 2009
ING DIRECT 2003 - 2006
Electronic Trading Group, LLC 2000 - 2003
Morgan Stanley Smith Barney 1999 - 2000
Skills
Team Management, Strategic Leadership, Multi-channel Marketing, Cross-functional Team..., Google Analytics, WebTrends Analytics, Web Analytics, Segmentation, Integrated Marketing, Data Analysis, SEM, PPC, E-commerce, Strategy, Conversion Optimization, Search Advertising, Microsoft Excel, Unica, Landing Page..., Google Adwords, Digital Marketing, Analytics, Analysis, Lead Generation, Omniture, Mobile Marketing, Digital Strategy, Strategic Planning, Interactive Marketing, WebTrends, Testing, Account Management, Performance Reporting, Budget Monitoring, Advertising, Email Marketing, Microsoft Word, Helping Clients Succeed, Cross-functional..., Marketing Strategy, Market Analysis, Mobile Devices, Customer Acquisition, Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
MBA, Marketing and Financial Instruments/Markets Concentrations
Clarion University of Pennsylvania 1993 — 1997
BS, Business Administration, Finance
The Encima Group January 2013 - Present
GearyLSF Group March 2012 - December 2012
Digitas Health February 2010 - March 2012
Assent, LLC 2006 - 2009
ING DIRECT 2003 - 2006
Electronic Trading Group, LLC 2000 - 2003
Morgan Stanley Smith Barney 1999 - 2000
Skills
Team Management, Strategic Leadership, Multi-channel Marketing, Cross-functional Team..., Google Analytics, WebTrends Analytics, Web Analytics, Segmentation, Integrated Marketing, Data Analysis, SEM, PPC, E-commerce, Strategy, Conversion Optimization, Search Advertising, Microsoft Excel, Unica, Landing Page..., Google Adwords, Digital Marketing, Analytics, Analysis, Lead Generation, Omniture, Mobile Marketing, Digital Strategy, Strategic Planning, Interactive Marketing, WebTrends, Testing, Account Management, Performance Reporting, Budget Monitoring, Advertising, Email Marketing, Microsoft Word, Helping Clients Succeed, Cross-functional..., Marketing Strategy, Market Analysis, Mobile Devices, Customer Acquisition, Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
MBA, Marketing and Financial Instruments/Markets Concentrations
Clarion University of Pennsylvania 1993 — 1997
BS, Business Administration, Finance
Christopher Leopizzi's Assent LLC Experience March 2004 - May 2009
Job Real Estate Broker and Investor
Industry Real Estate
Experience
Leopizzi Real Estate Agency August 1997 - Present
Assent LLC March 2004 - May 2009
Merrill Lynch July 2001 - February 2004
Skills
Residential, Selling, Research, Sellers, Series 7, Buyer Representative, Short Sales, Consultative Selling, Rentals, First Time Home Buyers, Investment Properties, Real Estate Investment, Real Estate Transactions, Buying, Foreclosures, Buyers, Real Estate, Residential Homes, Referrals, Mortgage Lending, New Home Sales, Listings, Condos, REO, Sales
Education
Fordham University 1997 — 2001
B.S., Finance, Economics, Accounting
Leopizzi Real Estate Agency August 1997 - Present
Assent LLC March 2004 - May 2009
Merrill Lynch July 2001 - February 2004
Skills
Residential, Selling, Research, Sellers, Series 7, Buyer Representative, Short Sales, Consultative Selling, Rentals, First Time Home Buyers, Investment Properties, Real Estate Investment, Real Estate Transactions, Buying, Foreclosures, Buyers, Real Estate, Residential Homes, Referrals, Mortgage Lending, New Home Sales, Listings, Condos, REO, Sales
Education
Fordham University 1997 — 2001
B.S., Finance, Economics, Accounting
Leon Belomlinsky Leon Belomlinsky's Assent LLC Experience 2005 - 2006
Job Vice President at Deutsche Bank
Industry Banking
Experience
Deutsche Bank 2009 - Present
Dimension Capital LLC 2006 - 2009
Assent LLC 2005 - 2006
Skills
Capital Markets, Risk Management, Client Services, Equity Trading, Fixed Income, FX, Programming, Derivatives, Equities, Debt, Emerging Markets, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Pace University 1999 — 2003
BA, Computer Science, Business Minor
Deutsche Bank 2009 - Present
Dimension Capital LLC 2006 - 2009
Assent LLC 2005 - 2006
Skills
Capital Markets, Risk Management, Client Services, Equity Trading, Fixed Income, FX, Programming, Derivatives, Equities, Debt, Emerging Markets, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Pace University 1999 — 2003
BA, Computer Science, Business Minor
Steve Wakelin Steve Wakelin's Assent LLC Experience February 2009 - September 2010
Job Proprietary Trader at Dimension Trading Group LLC
Industry Financial Services
Experience
Dimension Trading Group LLC February 2009 - Present
Assent LLC February 2009 - September 2010
Merrimack Business Appraisals March 2008 - March 2009
Cranel Imaging 2005 - 2006
Arrow Electronics 1997 - 2005
Arrow Electronics - Moca Division 1995 - 1997
Merisel 1993 - 1995
Skills
Sales, Business Planning, Strategic Planning, Negotiation, Equities, Integrated Marketing, Options, Financial Modeling, Capital Markets, Equity Trading, Direct Sales, Management, Corporate Finance, Account Management, Channel, Solution Selling, Salesforce.com, Proprietary Trading, Trading Strategies, Risk Management, Electronic Trading, Sales Operations, Teamwork, Enterprise Software, Strategic Partnerships, Sales Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
MBA, Finance
Ohio Wesleyan University 1988 — 1992
BA, Economics
Rumson Fair Haven High School 1984 — 1988
Dimension Trading Group LLC February 2009 - Present
Assent LLC February 2009 - September 2010
Merrimack Business Appraisals March 2008 - March 2009
Cranel Imaging 2005 - 2006
Arrow Electronics 1997 - 2005
Arrow Electronics - Moca Division 1995 - 1997
Merisel 1993 - 1995
Skills
Sales, Business Planning, Strategic Planning, Negotiation, Equities, Integrated Marketing, Options, Financial Modeling, Capital Markets, Equity Trading, Direct Sales, Management, Corporate Finance, Account Management, Channel, Solution Selling, Salesforce.com, Proprietary Trading, Trading Strategies, Risk Management, Electronic Trading, Sales Operations, Teamwork, Enterprise Software, Strategic Partnerships, Sales Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
MBA, Finance
Ohio Wesleyan University 1988 — 1992
BA, Economics
Rumson Fair Haven High School 1984 — 1988
Michael Stapleton Michael Stapleton's Assent LLC Experience November 2001 - May 2010
Job Proprietary Trader at Avatar Securities, LLC
Industry Financial Services
Experience
Avatar Securities, LLC September 2014 - Present
Quasar Trading, LLC March 2013 - August 2014
Coastal Trade Securities, LLC September 2012 - March 2013
Hold Brothers June 2010 - September 2012
Assent, LLC November 2001 - May 2010
Sungard/Brass/Assent November 2001 - May 2010
Hold Brothers 1997 - 2001
Pershing 1990 - 1997
Skills
Options, Series 7, Proprietary Trading, Trading, Equity Trading, Traders, Securities, Series 63, Series 24, Series 4, Asset Management, Trading Strategies, Mutual Funds, Financial Risk, Prime Brokerage, FINRA, Alternative Investments, Investment Management, Equity Research, Capital Markets, Investment Strategies, Investment Banking, Electronic Trading, Equities, Risk Management, Portfolio Management, Bonds, FX Options, Investments, Bloomberg, Hedge Funds, Wealth Management, Hedging, Bloomberg Terminal, Fixed Income, Commodity, Equity Derivatives, Investment Advisory, Financial Markets, ETFs, Market Data, Derivatives, Trading Systems, Technical Analysis
Education
St. Peter's College 1995 — 1997
MBA/MIS
Rutgers University-New Brunswick 1985 — 1989
BA, Political Science, History
Avatar Securities, LLC September 2014 - Present
Quasar Trading, LLC March 2013 - August 2014
Coastal Trade Securities, LLC September 2012 - March 2013
Hold Brothers June 2010 - September 2012
Assent, LLC November 2001 - May 2010
Sungard/Brass/Assent November 2001 - May 2010
Hold Brothers 1997 - 2001
Pershing 1990 - 1997
Skills
Options, Series 7, Proprietary Trading, Trading, Equity Trading, Traders, Securities, Series 63, Series 24, Series 4, Asset Management, Trading Strategies, Mutual Funds, Financial Risk, Prime Brokerage, FINRA, Alternative Investments, Investment Management, Equity Research, Capital Markets, Investment Strategies, Investment Banking, Electronic Trading, Equities, Risk Management, Portfolio Management, Bonds, FX Options, Investments, Bloomberg, Hedge Funds, Wealth Management, Hedging, Bloomberg Terminal, Fixed Income, Commodity, Equity Derivatives, Investment Advisory, Financial Markets, ETFs, Market Data, Derivatives, Trading Systems, Technical Analysis
Education
St. Peter's College 1995 — 1997
MBA/MIS
Rutgers University-New Brunswick 1985 — 1989
BA, Political Science, History
Duevorn Harris Duevorn Harris's Assent LLC Experience March 2006 - March 2007
Job Switch Technician II at Cricket Communications
Industry Computer Networking
Experience
Cricket Communications January 2011 - June 2012
Pershing Managed Account Solutions July 2007 - June 2008
Pershing Managed Account Solutions April 2007 - June 2007
Assent LLC March 2006 - March 2007
Ameriprise Financial December 2005 - February 2006
Skills
Customer Service, Wireless Networking, Microsoft Office, IP, Management, Telecommunications, Networking, Wireless, Mobile Devices, Call Centers, VoIP, SIP, Vendor Management, Switches
Education
Colgate University 1997 — 2004
Philosophy and Religion
Cricket Communications January 2011 - June 2012
Pershing Managed Account Solutions July 2007 - June 2008
Pershing Managed Account Solutions April 2007 - June 2007
Assent LLC March 2006 - March 2007
Ameriprise Financial December 2005 - February 2006
Skills
Customer Service, Wireless Networking, Microsoft Office, IP, Management, Telecommunications, Networking, Wireless, Mobile Devices, Call Centers, VoIP, SIP, Vendor Management, Switches
Education
Colgate University 1997 — 2004
Philosophy and Religion
Scott Fitzgerald, CPA Scott Fitzgerald, CPA's Assent LLC Experience 2008 - 2009
Job Manager of Accounting at Fedway Associates
Industry Accounting
Experience
Fedway Associates 2015 - Present
EisnerAmper LLP 2010 - 2015
Assent LLC 2008 - 2009
State Street February 2008 - October 2008
JPMorgan Chase September 2007 - December 2007
Jefferies & Company December 1996 - March 2007
Pershing January 1994 - December 1996
Hilton Hotels 1989 - 1993
Skills
Financial Statements, Auditing, Accounting, Tax, QuickBooks, Financial Reporting, Tax Returns, CPA, Tax Preparation, Finance, Audits of Employee..., GAAP, Journal Entries, Analysis, Securities, NJCPA Leader
Education
Fairleigh Dickinson University-Florham Campus 1997 — 2000
MBA, Finance
Seton Hall University 1988 — 1993
BS, Finance
Raritan Valley Community College
Certificate, Accounting
Fedway Associates 2015 - Present
EisnerAmper LLP 2010 - 2015
Assent LLC 2008 - 2009
State Street February 2008 - October 2008
JPMorgan Chase September 2007 - December 2007
Jefferies & Company December 1996 - March 2007
Pershing January 1994 - December 1996
Hilton Hotels 1989 - 1993
Skills
Financial Statements, Auditing, Accounting, Tax, QuickBooks, Financial Reporting, Tax Returns, CPA, Tax Preparation, Finance, Audits of Employee..., GAAP, Journal Entries, Analysis, Securities, NJCPA Leader
Education
Fairleigh Dickinson University-Florham Campus 1997 — 2000
MBA, Finance
Seton Hall University 1988 — 1993
BS, Finance
Raritan Valley Community College
Certificate, Accounting
Thomas Palmeri Thomas Palmeri's Assent LLC Experience January 2005 - March 2009
Job Stock Loan Sales Representative at COR Clearing
Industry Financial Services
Experience
COR Clearing June 2010 - Present
South Street Securities April 2009 - September 2009
Assent LLC January 2005 - March 2009
J.B. Oxford October 2002 - October 2004
Banc of America Securities June 1998 - October 2002
Skills
Securities Lending, Alternative Investments, Asset Management, Bloomberg Terminal, Bloomberg, Bonds, Capital Markets, Electronic Trading, Equities, FINRA
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Masters of Business Administration(Executive)
Iona College 1997 — 2001
B.B.A., Finance
MSGR. FARRELL 1993 — 1997
COR Clearing June 2010 - Present
South Street Securities April 2009 - September 2009
Assent LLC January 2005 - March 2009
J.B. Oxford October 2002 - October 2004
Banc of America Securities June 1998 - October 2002
Skills
Securities Lending, Alternative Investments, Asset Management, Bloomberg Terminal, Bloomberg, Bonds, Capital Markets, Electronic Trading, Equities, FINRA
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Masters of Business Administration(Executive)
Iona College 1997 — 2001
B.B.A., Finance
MSGR. FARRELL 1993 — 1997
Daniel Darrow Daniel Darrow's Assent LLC Experience July 2006 - May 2010
Job Equity/Options Trader
Industry Financial Services
Experience
T3 Trading Group, LLC May 2010 - Present
Assent, LLC July 2006 - May 2010
Skills
Series 7, Series 24, Equity Trading, Options, Electronic Trading, Trading, Trading Systems, Equities, Bloomberg, Technical Analysis, Hedge Funds, Derivatives, Equity Derivatives
Education
Fordham University 2002 — 2006
Bachelor's Degree, Finance, General
St. Anthony's High School (S. Huntington, NY) 1998 — 2002
High School
T3 Trading Group, LLC May 2010 - Present
Assent, LLC July 2006 - May 2010
Skills
Series 7, Series 24, Equity Trading, Options, Electronic Trading, Trading, Trading Systems, Equities, Bloomberg, Technical Analysis, Hedge Funds, Derivatives, Equity Derivatives
Education
Fordham University 2002 — 2006
Bachelor's Degree, Finance, General
St. Anthony's High School (S. Huntington, NY) 1998 — 2002
High School
Greg Kaled's Assent LLC Experience June 2006 - December 2006
Job Vice President North America Operations Regulatory Reporting & Control at Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citigroup Global Markets Inc. May 2011 - Present
Deutsche Bank March 2010 - May 2011
FINRA December 2006 - March 2010
Assent LLC June 2006 - December 2006
Proprietary Trading Firms November 2000 - June 2006
Skills
FINRA, Series 7, Securities, Equities, Trading, Options, Risk, Risk Management, Compliance, Series 24, Financial Analysis, Process Improvement, Strategic Planning, Regulatory Reporting, Derivatives, Fixed Income, Bloomberg, VBA, Analysis, Data Analysis, Auditing, Excel, Banking, Equity Derivatives, Due Diligence, Trading Systems, Securities Regulation, Operational Risk..., Financial Regulation, Proprietary Trading, Financial Services, Microsoft Excel, Financial Risk, Equity Trading, AML, Trading Strategies, Operational Risk, Series 63, Electronic Trading
Education
Ithaca College 1996 — 2000
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Citigroup Global Markets Inc. May 2011 - Present
Deutsche Bank March 2010 - May 2011
FINRA December 2006 - March 2010
Assent LLC June 2006 - December 2006
Proprietary Trading Firms November 2000 - June 2006
Skills
FINRA, Series 7, Securities, Equities, Trading, Options, Risk, Risk Management, Compliance, Series 24, Financial Analysis, Process Improvement, Strategic Planning, Regulatory Reporting, Derivatives, Fixed Income, Bloomberg, VBA, Analysis, Data Analysis, Auditing, Excel, Banking, Equity Derivatives, Due Diligence, Trading Systems, Securities Regulation, Operational Risk..., Financial Regulation, Proprietary Trading, Financial Services, Microsoft Excel, Financial Risk, Equity Trading, AML, Trading Strategies, Operational Risk, Series 63, Electronic Trading
Education
Ithaca College 1996 — 2000
Bachelor's degree, Business, Management, Marketing, and Related Support Services
ali bayram ali bayram's Assent LLC Experience 2009 - 2010
Job Senior Financial services associate at People's United Bank
Industry Financial Services
Experience
People's United Bank June 2014 - Present
Wells Fargo January 2013 - June 2014
Chimera Securities June 2012 - December 2013
Assent LLC 2009 - 2010
E*TRADE Financial December 2007 - June 2008
New York Life Insurance Company June 2007 - December 2007
Skills
Trading, Risk Management, Trading Strategies, Quantitative Investing, Quantitative Analytics, Equities, Proprietary Trading, Bloomberg, Electronic Trading, Fixed Income, Options, Finance
Education
Fairleigh Dickinson University 2003 — 2007
Bachelor's degree, Finance, General
People's United Bank June 2014 - Present
Wells Fargo January 2013 - June 2014
Chimera Securities June 2012 - December 2013
Assent LLC 2009 - 2010
E*TRADE Financial December 2007 - June 2008
New York Life Insurance Company June 2007 - December 2007
Skills
Trading, Risk Management, Trading Strategies, Quantitative Investing, Quantitative Analytics, Equities, Proprietary Trading, Bloomberg, Electronic Trading, Fixed Income, Options, Finance
Education
Fairleigh Dickinson University 2003 — 2007
Bachelor's degree, Finance, General
Jake Yeager's Assent LLC Experience May 2007 - May 2009
Job Quantitative Research Analyst at Chesapeake Capital Corporation
Industry Investment Management
Experience
Chesapeake Capital Corporation May 2014 - September 2014
Commonwealth of Pennsylvania June 2011 - August 2013
Commonwealth of Pennsylvania February 2010 - June 2011
Assent LLC May 2007 - May 2009
Tofukuji Zen Monastery September 2006 - January 2007
LIFT September 2005 - August 2006
Temple University January 2006 - May 2006
Entrepreneur Works September 2005 - December 2005
Temple University Writing Center January 2003 - December 2005
LIFT June 2005 - August 2005
Skills
Leadership, Research, Nonprofits, Analysis, Statistics, Economics, Project Planning, Data Analysis, Microsoft Office, Project Management, Microsoft Excel, PowerPoint, C#, VBA, Trading Blox, Bloomberg, SQL, HTML, Finance, Meditation, Yoga, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.), Asset Management
Temple University 2002 — 2006
B.A., Economics, Summa Cum Laude (3.96/4.0)
Peter the Great St.Petersburg Polytechnic University 2004 — 2004
Academic credit, Russian language, history, and politics
Chesapeake Capital Corporation May 2014 - September 2014
Commonwealth of Pennsylvania June 2011 - August 2013
Commonwealth of Pennsylvania February 2010 - June 2011
Assent LLC May 2007 - May 2009
Tofukuji Zen Monastery September 2006 - January 2007
LIFT September 2005 - August 2006
Temple University January 2006 - May 2006
Entrepreneur Works September 2005 - December 2005
Temple University Writing Center January 2003 - December 2005
LIFT June 2005 - August 2005
Skills
Leadership, Research, Nonprofits, Analysis, Statistics, Economics, Project Planning, Data Analysis, Microsoft Office, Project Management, Microsoft Excel, PowerPoint, C#, VBA, Trading Blox, Bloomberg, SQL, HTML, Finance, Meditation, Yoga, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.), Asset Management
Temple University 2002 — 2006
B.A., Economics, Summa Cum Laude (3.96/4.0)
Peter the Great St.Petersburg Polytechnic University 2004 — 2004
Academic credit, Russian language, history, and politics
Brian Donahue Brian Donahue's Assent LLC Experience 2007 - 2009
Job Senior Associate, Acquisitions at Clarion Partners LLC
Industry Real Estate
Experience
Clarion Partners LLC 2015 - Present
Colony Capital 2013 - 2015
Dalton Investments 2012 - 2012
Pegasus Capital Group 2012 - 2012
Shinnecock Partners 2009 - 2011
Assent LLC 2007 - 2009
Blue Shield of California 2006 - 2007
Fox Language Academy; UEC 2004 - 2005
Skills
Real Estate, Financial Analysis, Financial Modeling, Asset Management, Fundamental Research, Investments, Portfolio Management, Private Equity, Hedge Funds, Equities Trading, Research, Spanish, Brazilian Portuguese, Emerging Markets
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
M.B.A., Finance, Real Estate
Lewis & Clark College
Bachelor of Arts (B.A.), English Literature
Clarion Partners LLC 2015 - Present
Colony Capital 2013 - 2015
Dalton Investments 2012 - 2012
Pegasus Capital Group 2012 - 2012
Shinnecock Partners 2009 - 2011
Assent LLC 2007 - 2009
Blue Shield of California 2006 - 2007
Fox Language Academy; UEC 2004 - 2005
Skills
Real Estate, Financial Analysis, Financial Modeling, Asset Management, Fundamental Research, Investments, Portfolio Management, Private Equity, Hedge Funds, Equities Trading, Research, Spanish, Brazilian Portuguese, Emerging Markets
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
M.B.A., Finance, Real Estate
Lewis & Clark College
Bachelor of Arts (B.A.), English Literature
Robert Chervnsik Robert Chervnsik's Assent LLC Experience 2003 - 2006
Job Operations Manager at Home Depot
Industry Logistics and Supply Chain
Experience
Home Depot June 2006 - Present
The HomeDepot 2006 - Present
Assent, LLC 2003 - 2006
Clarke American 1981 - 2003
Education
University of Houston-Clear Lake 2001 — 2003
B.B.A., Business
Home Depot June 2006 - Present
The HomeDepot 2006 - Present
Assent, LLC 2003 - 2006
Clarke American 1981 - 2003
Education
University of Houston-Clear Lake 2001 — 2003
B.B.A., Business
David Yom's Assent LLC Experience August 2003 - November 2008
Job Associate, Private Capital Markets at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2015 - Present
Natixis June 2014 - July 2015
Deutsche Bank September 2012 - May 2014
Advanced Technology Development Center (ATDC) January 2011 - August 2012
Unique Squared Inc September 2011 - November 2011
PricewaterhouseCoopers (PwC) June 2011 - August 2011
Reliance Operations Services LLC April 2010 - July 2010
E*TRADE Financial December 2008 - December 2009
Assent LLC August 2003 - November 2008
Prudential Securities 2002 - 2002
Skills
Financial Modeling, Business Strategy, Corporate Finance, Valuation, Financial Analysis, Strategic Planning, Due Diligence, DCF, Business Analysis, Market Research, Investment Banking, Capital Markets, Customer Relations, Market Analysis, Competitive Analysis, Excel, Bloomberg, PowerPoint, Trading, Data Analysis, Microsoft Office, Equities, Finance, Microsoft Excel, Strategy
Education
Georgia Institute of Technology 2010 — 2012
Master of Business Administration (MBA), Finance & Strategic Management
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor of Arts, Economics
Investment Banking Institute (New York, NY) 2008 — 2008
Corporate Finance, Valuations, and Financial Modeling
Emerson Jr.Sr. High School 1995 — 1999
J.P. Morgan August 2015 - Present
Natixis June 2014 - July 2015
Deutsche Bank September 2012 - May 2014
Advanced Technology Development Center (ATDC) January 2011 - August 2012
Unique Squared Inc September 2011 - November 2011
PricewaterhouseCoopers (PwC) June 2011 - August 2011
Reliance Operations Services LLC April 2010 - July 2010
E*TRADE Financial December 2008 - December 2009
Assent LLC August 2003 - November 2008
Prudential Securities 2002 - 2002
Skills
Financial Modeling, Business Strategy, Corporate Finance, Valuation, Financial Analysis, Strategic Planning, Due Diligence, DCF, Business Analysis, Market Research, Investment Banking, Capital Markets, Customer Relations, Market Analysis, Competitive Analysis, Excel, Bloomberg, PowerPoint, Trading, Data Analysis, Microsoft Office, Equities, Finance, Microsoft Excel, Strategy
Education
Georgia Institute of Technology 2010 — 2012
Master of Business Administration (MBA), Finance & Strategic Management
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor of Arts, Economics
Investment Banking Institute (New York, NY) 2008 — 2008
Corporate Finance, Valuations, and Financial Modeling
Emerson Jr.Sr. High School 1995 — 1999
Jason Lane Jason Lane's Assent LLC Experience December 2004 - May 2005
Job VP Investment Officer Wells Fargo Advisors LLC.
Industry Financial Services
Experience
Wells Fargo Advisors December 2011 - Present
Merrill Lynch December 2008 - September 2011
Morgan Stanley May 2005 - December 2008
Assent LLC December 2004 - May 2005
Skills
Investment Advisory, Equity Trading, Fixed Income Trading, Financial Advisory, Estate Planning, Wealth, Life Insurance, Fixed Annuities, Variable Annuities, Investments, Insurance, Loans, Wealth Management, Series 7, Alternative Investments, Securities, Asset Managment, Retirement Planning, Strategic Financial..., Equities, Asset Allocation, Portfolio Management, Retirement, Series 63, IRAs, Fixed Income, Asset Management, Investment Management, Mutual Funds, Investment Strategies, Trading, Finance, Hedge Funds, Bonds, Options, Financial Planners, Financial Services, Uniform Combined State..., Series 65, 401k, Private Equity, Valuation, Series 6, Capital Markets, ETFs, Investment Banking, Financial Planning, Corporate Strategy..., Management, Strategic Planning
Education
Syracuse University 1997 — 2001
BS, Information Management and Technology
Portledge School 1992 — 1996
Diploma, High School Diplomas and Certificates
Manorhaven School 1983 — 1989
Wells Fargo Advisors December 2011 - Present
Merrill Lynch December 2008 - September 2011
Morgan Stanley May 2005 - December 2008
Assent LLC December 2004 - May 2005
Skills
Investment Advisory, Equity Trading, Fixed Income Trading, Financial Advisory, Estate Planning, Wealth, Life Insurance, Fixed Annuities, Variable Annuities, Investments, Insurance, Loans, Wealth Management, Series 7, Alternative Investments, Securities, Asset Managment, Retirement Planning, Strategic Financial..., Equities, Asset Allocation, Portfolio Management, Retirement, Series 63, IRAs, Fixed Income, Asset Management, Investment Management, Mutual Funds, Investment Strategies, Trading, Finance, Hedge Funds, Bonds, Options, Financial Planners, Financial Services, Uniform Combined State..., Series 65, 401k, Private Equity, Valuation, Series 6, Capital Markets, ETFs, Investment Banking, Financial Planning, Corporate Strategy..., Management, Strategic Planning
Education
Syracuse University 1997 — 2001
BS, Information Management and Technology
Portledge School 1992 — 1996
Diploma, High School Diplomas and Certificates
Manorhaven School 1983 — 1989
Patrick Callan Patrick Callan's Assent LLC Experience October 2007 - April 2010
Job Executive Director at Guideline Healthcare
Industry Hospital & Health Care
Experience
Guideline Healthcare January 2015 - Present
LifeLinc Nursing July 2012 - December 2014
PerioSeal May 2010 - May 2012
Assent, LLC October 2007 - April 2010
Drake Waterfowl May 2006 - September 2007
Skills
Healthcare, Strategic Planning, Marketing, Customer Service, Applicant Tracking..., Event Planning, Public Speaking, Talent Acquisition, Recruiting, Dentistry, Social Media, Training, Account Management, Leadership Development, Sales, Leadership, Team Building, Coaching, Employee Relations, Business Development, Social Networking, Management, New Business Development
Education
Baylor University 2003 — 2007
Bachelor's degree, Marketing
Pulaski Academy
Guideline Healthcare January 2015 - Present
LifeLinc Nursing July 2012 - December 2014
PerioSeal May 2010 - May 2012
Assent, LLC October 2007 - April 2010
Drake Waterfowl May 2006 - September 2007
Skills
Healthcare, Strategic Planning, Marketing, Customer Service, Applicant Tracking..., Event Planning, Public Speaking, Talent Acquisition, Recruiting, Dentistry, Social Media, Training, Account Management, Leadership Development, Sales, Leadership, Team Building, Coaching, Employee Relations, Business Development, Social Networking, Management, New Business Development
Education
Baylor University 2003 — 2007
Bachelor's degree, Marketing
Pulaski Academy
Martin Obysovsky Martin Obysovsky's Assent LLC Experience January 2005 - December 2009
Job Sales at Manhattan Apartments
Industry Real Estate
Experience
Manhattan Apartments January 2010 - Present
Assent LLC January 2005 - December 2009
Freelance 1999 - 2005
Skills
Investment Properties, Condos, Investments, Negotiation, Real Estate, Residential Homes, Social Media Marketing, Selling, Luxury, Sales, Marketing, Apartments, Commercial Real Estate, Rentals, Valuation, Property Management, Brokerage
Education
Univerzita 'Pavla Jozefa Šafárika' v Košiciach
Medical School
Manhattan Apartments January 2010 - Present
Assent LLC January 2005 - December 2009
Freelance 1999 - 2005
Skills
Investment Properties, Condos, Investments, Negotiation, Real Estate, Residential Homes, Social Media Marketing, Selling, Luxury, Sales, Marketing, Apartments, Commercial Real Estate, Rentals, Valuation, Property Management, Brokerage
Education
Univerzita 'Pavla Jozefa Šafárika' v Košiciach
Medical School
Robert James Perrego Robert James Perrego's Assent LLC Experience 2003 - 2005
Job Founder, CEO and Author at Buy Low Sell High LLC
Industry Financial Services
Experience
Buy Low Sell High LLC March 2010 - Present
Buy Low Sell High LLC August 2007 - Present
UpCompany Inc. 2008 - 2010
David Williams Securities December 2005 - December 2006
Assent LLC 2003 - 2005
WorldCo LLC October 1998 - October 2003
CIBC Oppenheimer 1998 - 1998
Cowen & Company October 1993 - April 1997
Skills
Equities, Trading, Investments, Bonds, Technical Analysis, Equity Trading, Commodities, Financial Markets, Stocks, Proprietary Trading, Options, Securities, Fixed Income, Equity Research, Traders, Valuation, Financial Analysis, Economics, Investment Strategies, Data Analysis, Finance, Hedge Funds, Portfolio Management, Funding, Alternative Investments, Series 7, Commodity
Education
State University of New York at Albany 1992 — 1993
MA, Economics
Pepperdine University 1988 — 1990
MBA, Finance
Clarkson University 1986 — 1988
BS, Mechanical Engineering
Buy Low Sell High LLC March 2010 - Present
Buy Low Sell High LLC August 2007 - Present
UpCompany Inc. 2008 - 2010
David Williams Securities December 2005 - December 2006
Assent LLC 2003 - 2005
WorldCo LLC October 1998 - October 2003
CIBC Oppenheimer 1998 - 1998
Cowen & Company October 1993 - April 1997
Skills
Equities, Trading, Investments, Bonds, Technical Analysis, Equity Trading, Commodities, Financial Markets, Stocks, Proprietary Trading, Options, Securities, Fixed Income, Equity Research, Traders, Valuation, Financial Analysis, Economics, Investment Strategies, Data Analysis, Finance, Hedge Funds, Portfolio Management, Funding, Alternative Investments, Series 7, Commodity
Education
State University of New York at Albany 1992 — 1993
MA, Economics
Pepperdine University 1988 — 1990
MBA, Finance
Clarkson University 1986 — 1988
BS, Mechanical Engineering
Dylan Dembeck Dylan Dembeck's Assent LLC Experience May 2008 - April 2010
Job Assistant Manager at Minkus Family Farms Inc.
Industry Food Production
Experience
Minkus Family Farms, Inc. June 2014 - Present
Morgan Stanley June 2013 - June 2014
Constellation Wealth Advisors July 2011 - June 2013
AIG Advisor Group June 2010 - July 2011
Assent, LLC May 2008 - April 2010
Skills
Municipal Bonds, Corporates, US Equities, Series 7, Series 63, Fixed Income, Bloomberg, Securities, Trading, Equities, Bonds, Investments, Mutual Funds, Asset Management, Capital Markets, Options, Portfolio Management, Derivatives
Education
Mount Saint Mary College 2005 — 2007
BS, Finance, Business Management
Minkus Family Farms, Inc. June 2014 - Present
Morgan Stanley June 2013 - June 2014
Constellation Wealth Advisors July 2011 - June 2013
AIG Advisor Group June 2010 - July 2011
Assent, LLC May 2008 - April 2010
Skills
Municipal Bonds, Corporates, US Equities, Series 7, Series 63, Fixed Income, Bloomberg, Securities, Trading, Equities, Bonds, Investments, Mutual Funds, Asset Management, Capital Markets, Options, Portfolio Management, Derivatives
Education
Mount Saint Mary College 2005 — 2007
BS, Finance, Business Management
Jake Maloy's Assent LLC Experience June 2007 - December 2010
Job Regional Sales Manager West at HillRom/Aspen Surgical
Industry Medical Devices
Experience
Hill-Rom December 2014 - Present
Hill-Rom January 2011 - December 2014
Assent LLC June 2007 - December 2010
UnitedHealth Group November 2004 - March 2007
Stryker Instruments April 2003 - November 2004
IDEXX Laboratories September 2000 - April 2003
US Air Force Special Operations June 1995 - July 2000
Skills
Medical Devices, Strategic Planning, Capital Equipment, Leadership, Team Leadership, Team Building, Sales Management, New Business Development, Sales, Operating Room, Business Development, Selling, Sales Operations, Leadership Development, Healthcare
Education
United States Air Force Academy 1991 — 1995
BS
Hill-Rom December 2014 - Present
Hill-Rom January 2011 - December 2014
Assent LLC June 2007 - December 2010
UnitedHealth Group November 2004 - March 2007
Stryker Instruments April 2003 - November 2004
IDEXX Laboratories September 2000 - April 2003
US Air Force Special Operations June 1995 - July 2000
Skills
Medical Devices, Strategic Planning, Capital Equipment, Leadership, Team Leadership, Team Building, Sales Management, New Business Development, Sales, Operating Room, Business Development, Selling, Sales Operations, Leadership Development, Healthcare
Education
United States Air Force Academy 1991 — 1995
BS
Ronald Bohlert Ronald Bohlert's Assent LLC Experience December 2008 - June 2009
Job Managing Director at IntercontinentalExchange I NYSE
Industry Financial Services
Experience
IntercontinentalExchange I NYSE January 2014 - Present
IntercontinentalExchange NYSE June 2009 - January 2014
Assent LLC. December 2008 - June 2009
Bear Stearns Specialists May 1996 - August 2008
Webco Securities March 1997 - May 1998
Skills
FINRA, Equities, Insurance, Trading, Electronic Trading, Corporate Law, Securities, Equity Trading, Series 63, Financial Markets, Capital Markets, Series 7, Technical Analysis, Manage Client..., REIT, Live Broadcast
Education
Hofstra University 1992 — 1996
IntercontinentalExchange I NYSE January 2014 - Present
IntercontinentalExchange NYSE June 2009 - January 2014
Assent LLC. December 2008 - June 2009
Bear Stearns Specialists May 1996 - August 2008
Webco Securities March 1997 - May 1998
Skills
FINRA, Equities, Insurance, Trading, Electronic Trading, Corporate Law, Securities, Equity Trading, Series 63, Financial Markets, Capital Markets, Series 7, Technical Analysis, Manage Client..., REIT, Live Broadcast
Education
Hofstra University 1992 — 1996
James Lorusso James Lorusso's Assent LLC Experience January 2007 - December 2010
Job Experienced Series 7 and 63 Licensee
Industry Investment Management
Experience
Cenacle Capital Management, LLC July 2014 - Present
SFA Inc. January 2010 - September 2014
Assent LLC January 2007 - December 2010
Skills
Management, Microsoft Office, Customer Service, Strategic Planning, Project Management, Leadership, Business Strategy, Marketing, New Business Development, Strategy
Education
Merrimack College 2002 — 2006
Bachelor of Science (BS), Economics and Political Science
Cenacle Capital Management, LLC July 2014 - Present
SFA Inc. January 2010 - September 2014
Assent LLC January 2007 - December 2010
Skills
Management, Microsoft Office, Customer Service, Strategic Planning, Project Management, Leadership, Business Strategy, Marketing, New Business Development, Strategy
Education
Merrimack College 2002 — 2006
Bachelor of Science (BS), Economics and Political Science
James Fischer James Fischer's Assent LLC Experience June 2006 - August 2009
Job Manager, Commodity Risk Management
Industry Food & Beverages
Experience
The Coca-Cola Company July 2015 - Present
Maple Capital Management January 2014 - July 2015
Keurig Green Mountain, Inc. July 2013 - January 2014
Keurig Green Mountain, Inc. August 2009 - July 2013
Assent LLC June 2006 - August 2009
Evolution Financial Trading Technologies June 2004 - May 2006
Area International Trading Corp. June 2002 - June 2004
IMG 2000 - 2000
Skills
Hedging, Operational Risk..., Commodity Risk..., Trading, Interest Rate Risk..., Interest Rate..., Foreign Exchange Risk..., FX trading, Counterparty Risk, Agriculture, FAS 133, FAS 157, Hedge Accounting, Cash Flow Forecasting, Asset-backed..., Bloomberg Terminal, Commodity, Forecasting, Working Capital..., Capital Markets, Commodity Markets, Corporate Finance, Fixed Income, Derivatives, FX Hedging, Trading Strategies, Financial Markets, Series 7, Credit Analysis, CFA Level 1, Financial Modeling, Structured Products, Alternative Investments, Options Strategies, Coffee, Fundamental Analysis, Financial Risk..., Financial Analysis, Variance Analysis
Education
Lafayette College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Huron University 2000 — 2000
Semester abroad in London, England
Bergen Catholic
CFA Level II Candidate
The Coca-Cola Company July 2015 - Present
Maple Capital Management January 2014 - July 2015
Keurig Green Mountain, Inc. July 2013 - January 2014
Keurig Green Mountain, Inc. August 2009 - July 2013
Assent LLC June 2006 - August 2009
Evolution Financial Trading Technologies June 2004 - May 2006
Area International Trading Corp. June 2002 - June 2004
IMG 2000 - 2000
Skills
Hedging, Operational Risk..., Commodity Risk..., Trading, Interest Rate Risk..., Interest Rate..., Foreign Exchange Risk..., FX trading, Counterparty Risk, Agriculture, FAS 133, FAS 157, Hedge Accounting, Cash Flow Forecasting, Asset-backed..., Bloomberg Terminal, Commodity, Forecasting, Working Capital..., Capital Markets, Commodity Markets, Corporate Finance, Fixed Income, Derivatives, FX Hedging, Trading Strategies, Financial Markets, Series 7, Credit Analysis, CFA Level 1, Financial Modeling, Structured Products, Alternative Investments, Options Strategies, Coffee, Fundamental Analysis, Financial Risk..., Financial Analysis, Variance Analysis
Education
Lafayette College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Huron University 2000 — 2000
Semester abroad in London, England
Bergen Catholic
CFA Level II Candidate
Andrew Mulder, CRPS® Andrew Mulder, CRPS®'s Assent LLC Experience June 2009 - October 2009
Job Financial Advisor at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial September 2010 - Present
SagePoint Financial September 2010 - Present
McCoy Student Managed Investment Fund August 2009 - May 2010
SagePoint Financial June 2008 - December 2009
Assent LLC June 2009 - October 2009
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Series 7, IRAs, 401k Rollovers, 401k, Qualified Retirement..., Wealth Management, Multi-generational..., Estate Planning, Series 66, Licensed Life Insurance..., Retirement Plan..., Roth IRA, Employee Stock Options, 10b5-1 Plans
Education
Texas State University 2005 — 2010
BBA, Finance
SagePoint Financial September 2010 - Present
SagePoint Financial September 2010 - Present
McCoy Student Managed Investment Fund August 2009 - May 2010
SagePoint Financial June 2008 - December 2009
Assent LLC June 2009 - October 2009
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Series 7, IRAs, 401k Rollovers, 401k, Qualified Retirement..., Wealth Management, Multi-generational..., Estate Planning, Series 66, Licensed Life Insurance..., Retirement Plan..., Roth IRA, Employee Stock Options, 10b5-1 Plans
Education
Texas State University 2005 — 2010
BBA, Finance
Anthony Gorgi's Assent LLC Experience October 2002 - October 2003
Job ITG
Industry Financial Services
Experience
ITG December 2010 - Present
ESP Technologies Corp. March 2005 - January 2011
Investors Bank and Trust Co. (IBT) 2003 - 2005
Assent LLC October 2002 - October 2003
Continental Broker Dealer May 2000 - October 2002
Skills
Electronic Trading, Trading, Equities, Trading Systems, Equity Trading, Market Data, Hedge Funds, Series 7, Series 63, Microsoft Office, Options, Financial Markets, Fixed Income, FIX Protocol
Education
Stony Brook University 1998 — 2002
Bachelor of Arts, Economics
ITG December 2010 - Present
ESP Technologies Corp. March 2005 - January 2011
Investors Bank and Trust Co. (IBT) 2003 - 2005
Assent LLC October 2002 - October 2003
Continental Broker Dealer May 2000 - October 2002
Skills
Electronic Trading, Trading, Equities, Trading Systems, Equity Trading, Market Data, Hedge Funds, Series 7, Series 63, Microsoft Office, Options, Financial Markets, Fixed Income, FIX Protocol
Education
Stony Brook University 1998 — 2002
Bachelor of Arts, Economics
Shawn Finecey Shawn Finecey's Assent LLC Experience June 2007 - December 2009
Job Sales Representative at Cintas Corporation
Industry Business Supplies and Equipment
Experience
Cintas June 2011 - Present
Cintas June 2010 - May 2011
Desert Breeze Landscaing October 2005 - June 2010
Assent LLC June 2007 - December 2009
GNC August 2005 - March 2006
Skills
First Aid, AED, Cpr Certified, Cold Calling, Direct Sales, Fire Management, First Responder, Rescue, B2B, Fire Protection, Customer Satisfaction, Sales, Sales Presentations, Customer Service, Account Management, Management, Sales Management, Team Building, Training, New Business Development, Sales Operations, Sales Process
Education
Paradise Valley Community College 2008 — 2010
Associate's degree, Business/Commerce, General
Cintas June 2011 - Present
Cintas June 2010 - May 2011
Desert Breeze Landscaing October 2005 - June 2010
Assent LLC June 2007 - December 2009
GNC August 2005 - March 2006
Skills
First Aid, AED, Cpr Certified, Cold Calling, Direct Sales, Fire Management, First Responder, Rescue, B2B, Fire Protection, Customer Satisfaction, Sales, Sales Presentations, Customer Service, Account Management, Management, Sales Management, Team Building, Training, New Business Development, Sales Operations, Sales Process
Education
Paradise Valley Community College 2008 — 2010
Associate's degree, Business/Commerce, General
Nunzio Alioto's Assent LLC Experience 2005 - 2010
Job Commercial Real Estate Broker (Cornerstone Investment Group)
Industry Real Estate
Experience
Cornerstone Investment Group, KW Commercial February 2015 - Present
Nunzio Corp and F&A Alioto Properties 2012 - Present
Marcus & Millichap April 2012 - November 2014
Assent LLC 2005 - 2010
Susquehanna International Group 2002 - 2004
Deutsche Bank 1996 - 2001
Skills
Equities, Options, 1031 Exchanges, Commercial Real Estate, Investment Properties, Financial Analysis, Investments, Capital Markets, Portfolio Management, Valuation, Asset Management, Hedge Funds, Strategy, Real Estate Transactions
Education
Boston College - Carroll School of Management 1992 — 1996
Finance
Cornerstone Investment Group, KW Commercial February 2015 - Present
Nunzio Corp and F&A Alioto Properties 2012 - Present
Marcus & Millichap April 2012 - November 2014
Assent LLC 2005 - 2010
Susquehanna International Group 2002 - 2004
Deutsche Bank 1996 - 2001
Skills
Equities, Options, 1031 Exchanges, Commercial Real Estate, Investment Properties, Financial Analysis, Investments, Capital Markets, Portfolio Management, Valuation, Asset Management, Hedge Funds, Strategy, Real Estate Transactions
Education
Boston College - Carroll School of Management 1992 — 1996
Finance
Russell James Sebring Russell James Sebring's Assent LLC Experience May 2005 - January 2007
Job Market Tactician/Technician. Research, Trading, Asset/Portfolio Management, International Markets, Indice/Index Inventor
Industry Investment Management
Experience
I Me Mine (Independent) September 2010 - Present
Private November 2013 - April 2014
CME Group January 2011 - September 2011
Merrill Lynch August 2007 - May 2010
Assent, LLC May 2005 - January 2007
Western International Securities December 2004 - May 2005
FSU College of Communication & Information January 2002 - December 2004
Skills
Technical Analysis, Trading Systems, ETFs, Financial Markets, Commodity, Portfolio Management, Equity Trading, Trading Strategies, Investment Strategies, Options, Financial Analysis, Statistical Modeling, Fixed Income, Securities, Risk Management, Investments
Education
Market Technicians Association 2009 — 2014
Technical/Tactical Analy CMT Program Member, affiliate status and CMTi topped of class, Tactical Analysis, Asset Allocation, Investment Scaling, Behavioral Finance, Trade Systems, Forecasts, Passed all registered tests to date with high marks from leadership.
Florida State University 2001 — 2005
BS, International Economics, Foreign Market Focus, 3.9
I Me Mine (Independent) September 2010 - Present
Private November 2013 - April 2014
CME Group January 2011 - September 2011
Merrill Lynch August 2007 - May 2010
Assent, LLC May 2005 - January 2007
Western International Securities December 2004 - May 2005
FSU College of Communication & Information January 2002 - December 2004
Skills
Technical Analysis, Trading Systems, ETFs, Financial Markets, Commodity, Portfolio Management, Equity Trading, Trading Strategies, Investment Strategies, Options, Financial Analysis, Statistical Modeling, Fixed Income, Securities, Risk Management, Investments
Education
Market Technicians Association 2009 — 2014
Technical/Tactical Analy CMT Program Member, affiliate status and CMTi topped of class, Tactical Analysis, Asset Allocation, Investment Scaling, Behavioral Finance, Trade Systems, Forecasts, Passed all registered tests to date with high marks from leadership.
Florida State University 2001 — 2005
BS, International Economics, Foreign Market Focus, 3.9
Ryan Breslin Ryan Breslin's Assent LLC Experience July 2008 - July 2009
Job Investment Analyst at ACERA
Industry Investment Management
Experience
Alameda County Employees' Retirement Association November 2012 - Present
Breslin-Wallace June 2008 - August 2012
Assent LLC July 2008 - July 2009
Wells Fargo Bank January 2006 - June 2008
Hartford Company September 2005 - December 2005
University of Oregon August 2003 - June 2005
Skills
Stock Trading, Stock Valuation, Financial Analysis, Customer Service, Business Valuation, Mutual Funds, Strategy, Analysis, Equities
Education
Portland State University 2008 — 2010
MBA, Business
University of Oregon - Charles H. Lundquist College of Business 2001 — 2005
BS, Business
Alameda County Employees' Retirement Association November 2012 - Present
Breslin-Wallace June 2008 - August 2012
Assent LLC July 2008 - July 2009
Wells Fargo Bank January 2006 - June 2008
Hartford Company September 2005 - December 2005
University of Oregon August 2003 - June 2005
Skills
Stock Trading, Stock Valuation, Financial Analysis, Customer Service, Business Valuation, Mutual Funds, Strategy, Analysis, Equities
Education
Portland State University 2008 — 2010
MBA, Business
University of Oregon - Charles H. Lundquist College of Business 2001 — 2005
BS, Business
Marc Paquette Marc Paquette's Assent LLC Experience January 2003 - June 2008
Job Technical Support Engineer at Pivotal Inc.
Industry Information Technology and Services
Experience
Pivotal Inc. April 2013 - Present
EMC November 2010 - March 2013
Scientific Games Incorporated July 2008 - November 2010
Assent LLC January 2003 - June 2008
Assent LLC September 2001 - January 2003
Assent LLC September 1999 - September 2001
Skills
Distributed Systems, Big Data, Greenplum, PostgreSQL, Linux, RDBMS, Microsoft SQL Server, Red Hat Linux, Bash, Python, SQL, SQL Tuning, Databases, Data Warehousing, Database Administration, Git, Customer Service, System Administration, T-SQL, Trading Systems, OATS, FIX, Hadoop, SNMP, Customer Support, SSIS, Unix, ETL, TCP/IP, Perl, Database Design, MySQL, Operating Systems, Shell Scripting, Unix Shell Scripting, Solaris
Education
Drexel University 1999 — 2000
Computer Science
Middlesex Community College 1998 — 1999
Northwest Community College 1997 — 1998
Pivotal Inc. April 2013 - Present
EMC November 2010 - March 2013
Scientific Games Incorporated July 2008 - November 2010
Assent LLC January 2003 - June 2008
Assent LLC September 2001 - January 2003
Assent LLC September 1999 - September 2001
Skills
Distributed Systems, Big Data, Greenplum, PostgreSQL, Linux, RDBMS, Microsoft SQL Server, Red Hat Linux, Bash, Python, SQL, SQL Tuning, Databases, Data Warehousing, Database Administration, Git, Customer Service, System Administration, T-SQL, Trading Systems, OATS, FIX, Hadoop, SNMP, Customer Support, SSIS, Unix, ETL, TCP/IP, Perl, Database Design, MySQL, Operating Systems, Shell Scripting, Unix Shell Scripting, Solaris
Education
Drexel University 1999 — 2000
Computer Science
Middlesex Community College 1998 — 1999
Northwest Community College 1997 — 1998
Zach Goldsmith Zach Goldsmith's Assent LLC Experience January 2008 - January 2009
Job Corporate Account Associate with Stryker Healthcare Systems
Industry Medical Devices
Experience
Stryker August 2013 - Present
US Bancorp 2011 - 2012
PNC Bank, PNC Investments January 2009 - January 2011
Assent LLC January 2008 - January 2009
Opus Atlanta, subsidiary of Schonfeld Securities January 2006 - January 2008
Skills
CRM, Management, Entrepreneurship, Strategic Planning, Sales, New Business Development, Marketing Strategy, Leadership, Coaching, Investments, Analysis, Account Management
Education
The Ohio State University
Bachelors of Arts, Economics
Stryker August 2013 - Present
US Bancorp 2011 - 2012
PNC Bank, PNC Investments January 2009 - January 2011
Assent LLC January 2008 - January 2009
Opus Atlanta, subsidiary of Schonfeld Securities January 2006 - January 2008
Skills
CRM, Management, Entrepreneurship, Strategic Planning, Sales, New Business Development, Marketing Strategy, Leadership, Coaching, Investments, Analysis, Account Management
Education
The Ohio State University
Bachelors of Arts, Economics
John Nuber, CFA John Nuber, CFA's Assent LLC Experience January 2003 - November 2007
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2011 - Present
Lincoln Investment Planning Inc April 2010 - September 2011
Quest Patent Research Corporation December 2007 - March 2010
Assent LLC January 2003 - November 2007
Education
Colgate University 1998 — 2002
BA, Economics/Political Science
RBC Wealth Management November 2011 - Present
Lincoln Investment Planning Inc April 2010 - September 2011
Quest Patent Research Corporation December 2007 - March 2010
Assent LLC January 2003 - November 2007
Education
Colgate University 1998 — 2002
BA, Economics/Political Science
peter discenza peter discenza's Assent LLC Experience 2003 - 2010
Job CCO at Clearpool Execution Services, LLC
Industry Investment Management
Experience
Clearpool Execution Services, LLC April 2014 - Present
Assent LLC 2003 - 2010
Shearson Lehman Hutton Ifg 1980 - 1997
Skills
Series 24, Proprietary Trading, Equity Trading, Equities, Securities, Trading, Series 7, Electronic Trading, Trading Systems, Trading Strategies, Series 63, Capital Markets, Investments, Technical Analysis, Risk Management, Financial Analysis, Hedge Funds, FINRA, Mutual Funds, Portfolio Management, ETFs, Investment Management, Bloomberg, Investment Banking, Derivatives, Alternative Investments, Options, Securities Lending, Prime Brokerage, Equity Derivatives, AML, Bonds
Education
Brooklyn Law School
Clearpool Execution Services, LLC April 2014 - Present
Assent LLC 2003 - 2010
Shearson Lehman Hutton Ifg 1980 - 1997
Skills
Series 24, Proprietary Trading, Equity Trading, Equities, Securities, Trading, Series 7, Electronic Trading, Trading Systems, Trading Strategies, Series 63, Capital Markets, Investments, Technical Analysis, Risk Management, Financial Analysis, Hedge Funds, FINRA, Mutual Funds, Portfolio Management, ETFs, Investment Management, Bloomberg, Investment Banking, Derivatives, Alternative Investments, Options, Securities Lending, Prime Brokerage, Equity Derivatives, AML, Bonds
Education
Brooklyn Law School
Tyson Finley Tyson Finley's Assent LLC Experience March 2006 - April 2008
Job Real Estate Appraiser
Industry Real Estate
Experience
Finley Appraisals January 2007 - Present
Assent LLC March 2006 - April 2008
Hertel & Company Real Estate May 2003 - February 2007
Generic Trading of Philadephia November 2003 - February 2006
Worldco, LLC October 2001 - October 2003
Ameritrade March 2000 - April 2001
Skills
Valuation, Investment Properties, REO, Feasibility Studies, Real Estate, Contract Negotiation, Residential Homes, First Time Home Buyers, Construction Management, Contract Management, Financial Analysis, Refinance, Microsoft Excel, Microsoft Office, Budgets, Customer Service, Management, Construction, Single Family Homes, Short Sales, Foreclosures, Relocation, Buyer Representation, FHA
Education
Texas Christian University 1993 — 1998
Bachelor of Arts, Economics, Business, Japanese
Finley Appraisals January 2007 - Present
Assent LLC March 2006 - April 2008
Hertel & Company Real Estate May 2003 - February 2007
Generic Trading of Philadephia November 2003 - February 2006
Worldco, LLC October 2001 - October 2003
Ameritrade March 2000 - April 2001
Skills
Valuation, Investment Properties, REO, Feasibility Studies, Real Estate, Contract Negotiation, Residential Homes, First Time Home Buyers, Construction Management, Contract Management, Financial Analysis, Refinance, Microsoft Excel, Microsoft Office, Budgets, Customer Service, Management, Construction, Single Family Homes, Short Sales, Foreclosures, Relocation, Buyer Representation, FHA
Education
Texas Christian University 1993 — 1998
Bachelor of Arts, Economics, Business, Japanese
Brian Donley Brian Donley's Assent LLC Experience March 2003 - December 2009
Job Experienced Banker, Investment Analyst, and Business Consultant
Industry Venture Capital & Private Equity
Experience
General Motors April 2015 - Present
Atlas Oil Company October 2013 - March 2015
Hunch Free Inc. October 2012 - October 2013
Chimera Securities September 2010 - April 2013
JMH Capital January 2010 - May 2010
Assent LLC March 2003 - December 2009
Comerica Bank June 1998 - March 2003
Skills
Equities, Investments, Financial Modeling, Valuation, Corporate Finance, Management Consulting, Highly Leveraged..., Strategic Financial..., Portfolio Management, Mergers & Acquisitions, Finance, Strategy, Entrepreneurship, Start-ups, Due Diligence, Investment Banking
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2010
MBA, Finance & Entrepreneurship, 3.54 GPA
Wayne State University 1996 — 1998
Bachelor of Science, Finance; Markets and Investments Specialization
Western Michigan University 1993 — 1995
General Motors April 2015 - Present
Atlas Oil Company October 2013 - March 2015
Hunch Free Inc. October 2012 - October 2013
Chimera Securities September 2010 - April 2013
JMH Capital January 2010 - May 2010
Assent LLC March 2003 - December 2009
Comerica Bank June 1998 - March 2003
Skills
Equities, Investments, Financial Modeling, Valuation, Corporate Finance, Management Consulting, Highly Leveraged..., Strategic Financial..., Portfolio Management, Mergers & Acquisitions, Finance, Strategy, Entrepreneurship, Start-ups, Due Diligence, Investment Banking
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2010
MBA, Finance & Entrepreneurship, 3.54 GPA
Wayne State University 1996 — 1998
Bachelor of Science, Finance; Markets and Investments Specialization
Western Michigan University 1993 — 1995
Andrew Kovalev's Assent LLC Experience March 2009 - July 2011
Job
Industry Financial Services
Experience
Motif Investing September 2013 - Present
DATA2BIZ June 2010 - April 2013
CoastalTrade Securities December 2010 - August 2012
Assent LLC March 2009 - July 2011
Morgan Stanley December 2005 - March 2009
University of Pennsylvania/Fermi National Accelerator Laboratory September 1999 - December 2005
University of Pennsylvania September 1998 - May 1999
Education
University of Pennsylvania 1998 — 2005
PhD, Physics
Moscow Institute of Physics and Technology (Phystech) 1992 — 1998
MS, General and Applied Physics
Moscow Institute of Physics and Technology (State University) (MIPT) 1992 — 1998
MS, General and Applied Physics
Motif Investing September 2013 - Present
DATA2BIZ June 2010 - April 2013
CoastalTrade Securities December 2010 - August 2012
Assent LLC March 2009 - July 2011
Morgan Stanley December 2005 - March 2009
University of Pennsylvania/Fermi National Accelerator Laboratory September 1999 - December 2005
University of Pennsylvania September 1998 - May 1999
Education
University of Pennsylvania 1998 — 2005
PhD, Physics
Moscow Institute of Physics and Technology (Phystech) 1992 — 1998
MS, General and Applied Physics
Moscow Institute of Physics and Technology (State University) (MIPT) 1992 — 1998
MS, General and Applied Physics
Rasheed Bey's Assent LLC Experience September 2009 - May 2010
Job at
Industry Financial Services
Experience
Halliday Financial June 2014 - Present
New England Securities, Corp. November 2011 - Present
Assent, LLC September 2009 - May 2010
Skills
Public Speaking, Public Relations, Budgeting, Financial Management, Financial Analysis
Education
Clark Atlanta University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Halliday Financial June 2014 - Present
New England Securities, Corp. November 2011 - Present
Assent, LLC September 2009 - May 2010
Skills
Public Speaking, Public Relations, Budgeting, Financial Management, Financial Analysis
Education
Clark Atlanta University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Frank P. Cullen's Assent LLC Experience May 2007 - June 2009
Job Compliance Professional
Industry Financial Services
Experience
ASSENT LLC May 2007 - June 2009
TD AMERITRADE HOLDING INC April 2006 - May 2007
NEEDHAM AND COMPANY, LLC December 2005 - March 2006
GOLDMAN SACHS & COMPANY September 2005 - November 2005
JPMorgan Chase May 2005 - August 2005
Merrill Lynch November 2003 - September 2004
GEORGESON SHAREHOLDER COMMUNICATIONS September 2002 - November 2003
WALL STREET EQUITIES, INC March 1995 - September 2002
SMITH BARNEY, INC September 1994 - March 1995
L.C WEGARD & COMPANY April 1994 - May 1994
Education
City University of New York-Brooklyn College 1982 — 1984
Brooklyn College
BA, Economics
ASSENT LLC May 2007 - June 2009
TD AMERITRADE HOLDING INC April 2006 - May 2007
NEEDHAM AND COMPANY, LLC December 2005 - March 2006
GOLDMAN SACHS & COMPANY September 2005 - November 2005
JPMorgan Chase May 2005 - August 2005
Merrill Lynch November 2003 - September 2004
GEORGESON SHAREHOLDER COMMUNICATIONS September 2002 - November 2003
WALL STREET EQUITIES, INC March 1995 - September 2002
SMITH BARNEY, INC September 1994 - March 1995
L.C WEGARD & COMPANY April 1994 - May 1994
Education
City University of New York-Brooklyn College 1982 — 1984
Brooklyn College
BA, Economics
Seth Slomiak's Assent LLC Experience April 2002 - February 2006
Job Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
Citigroup Global Markets Inc. - LavaFlow ECN February 2006 - June 2015
Assent LLC April 2002 - February 2006
Broadway Trading July 1999 - April 2002
Skills
Trading Systems, Equities, Electronic Trading, Trading, Market Data, Financial Markets, Equity Trading, Low Latency, Capital Markets, Derivatives, Integration, Exchange Connectivity, Securities, Series 7, Risk Management, Proprietary Trading, Financial Services, Fixed Income, Series 63, Series 24, Order Management, Smart Order Routing, Financial Risk, Relationship Management, Technical Analysis, Business Analysis, Routing, Electronic...
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
MBA, Finance/CIS
State University of New York College at Buffalo 1995 — 1999
MS, Management Information Systems
Clarkstown High School North
UBS Investment Bank July 2015 - Present
Citigroup Global Markets Inc. - LavaFlow ECN February 2006 - June 2015
Assent LLC April 2002 - February 2006
Broadway Trading July 1999 - April 2002
Skills
Trading Systems, Equities, Electronic Trading, Trading, Market Data, Financial Markets, Equity Trading, Low Latency, Capital Markets, Derivatives, Integration, Exchange Connectivity, Securities, Series 7, Risk Management, Proprietary Trading, Financial Services, Fixed Income, Series 63, Series 24, Order Management, Smart Order Routing, Financial Risk, Relationship Management, Technical Analysis, Business Analysis, Routing, Electronic...
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
MBA, Finance/CIS
State University of New York College at Buffalo 1995 — 1999
MS, Management Information Systems
Clarkstown High School North
Joshua Binger's Assent LLC Experience April 2000 - March 2010
Job Senior Equity Trader at T3 Trading Group LLC.
Industry Investment Management
Experience
T3 Trading Group, LLC January 2011 - Present
Dimension Trading Group, LLC April 2010 - December 2011
Assent, LLC April 2000 - March 2010
Skills
Series 7, series 55, series 56, Equities, Risk Management, Trading Systems, FINRA, Electronic Trading, Equity Trading, Investments, Trading, Options, Securities, Bloomberg, Technical Analysis, Derivatives, Equity Research, Fixed Income, Capital Markets, Trading Strategies, Financial Analysis, Hedge Funds, Portfolio Management, Proprietary Trading, Financial Markets, Investment Banking, Series 63, Asset Management
Education
Pace University - Lubin School of Business
B.B.A., Pace University, Lubin School of Business, Business, Management, Marketing, and Related Support Services
Ramapo highschool
T3 Trading Group, LLC January 2011 - Present
Dimension Trading Group, LLC April 2010 - December 2011
Assent, LLC April 2000 - March 2010
Skills
Series 7, series 55, series 56, Equities, Risk Management, Trading Systems, FINRA, Electronic Trading, Equity Trading, Investments, Trading, Options, Securities, Bloomberg, Technical Analysis, Derivatives, Equity Research, Fixed Income, Capital Markets, Trading Strategies, Financial Analysis, Hedge Funds, Portfolio Management, Proprietary Trading, Financial Markets, Investment Banking, Series 63, Asset Management
Education
Pace University - Lubin School of Business
B.B.A., Pace University, Lubin School of Business, Business, Management, Marketing, and Related Support Services
Ramapo highschool
Peter Kershenbaum's Assent LLC Experience March 2002 - October 2010
Job at Lightspeed Trading LLC
Industry Capital Markets
Experience
Lightspeed Trading August 2010 - Present
Coastal Trade Securities LLC July 2010 - April 2013
Assent LLC March 2002 - October 2010
Skills
Management, Equity Trading, Electronic Trading, Trading, Series 7, Options, Proprietary Trading, Trading Systems, Securities, Equities, FINRA, Hedge Funds, Trading Strategies, Portfolio Management
Education
University of Michigan 1989 — 1993
Bachelor's in Economics, Economics
Lightspeed Trading August 2010 - Present
Coastal Trade Securities LLC July 2010 - April 2013
Assent LLC March 2002 - October 2010
Skills
Management, Equity Trading, Electronic Trading, Trading, Series 7, Options, Proprietary Trading, Trading Systems, Securities, Equities, FINRA, Hedge Funds, Trading Strategies, Portfolio Management
Education
University of Michigan 1989 — 1993
Bachelor's in Economics, Economics
Hans Rhodes's Assent LLC Experience June 2005 - December 2008
Job Web Developer at Meadows Center for Preventing Education Risk
Industry Internet
Experience
Meadows Center for Preventing Education Risk June 2011 - Present
Earth Science August 2009 - June 2011
TD Ameritrade January 2009 - August 2009
Assent LLC June 2005 - December 2008
Kershner Trading Group May 2003 - July 2005
Skills
Asset Managment, Series 63, Risk Management, Equities, Financial Modeling, Portfolio Management, Trading, Proprietary Trading, Financial Analysis, Investments, Mutual Funds, Series 7, Equity Trading, Trading Strategies, Business Analysis
Education
The University of Texas at Austin 1996 — 2000
Meadows Center for Preventing Education Risk June 2011 - Present
Earth Science August 2009 - June 2011
TD Ameritrade January 2009 - August 2009
Assent LLC June 2005 - December 2008
Kershner Trading Group May 2003 - July 2005
Skills
Asset Managment, Series 63, Risk Management, Equities, Financial Modeling, Portfolio Management, Trading, Proprietary Trading, Financial Analysis, Investments, Mutual Funds, Series 7, Equity Trading, Trading Strategies, Business Analysis
Education
The University of Texas at Austin 1996 — 2000
Radu Udrea's Assent LLC Experience May 2003 - April 2005
Job Consultant
Industry Financial Services
Experience
CII Group Business ManagerThe Tennis EdgeAugust 2005 - February 2007
Assent, LLC May 2003 - April 2005
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
MBA, Finance
City University of New York 2004 — 2006
MBA, Finance
Colegiul National Sf. Sava 1994 — 1998
BA
CII Group Business ManagerThe Tennis EdgeAugust 2005 - February 2007
Assent, LLC May 2003 - April 2005
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
MBA, Finance
City University of New York 2004 — 2006
MBA, Finance
Colegiul National Sf. Sava 1994 — 1998
BA
Francis Ubini's Assent LLC Experience October 2003 - October 2004
Job Senior Vice President at Chartered Capital LLC
Industry Financial Services
Experience
Chartered Capital LLC October 2004 - Present
Assent LLC October 2003 - October 2004
WORLDCO LLC July 1998 - October 2003
IDS FINANCIAL SERVICES January 1991 - July 1998
OXFORD CAPITAL SECURITIES September 1989 - December 1990
Skills
Investments, Investment Strategies, Risk Management, Asset Allocation, Finance, Wealth Management..., High Net Worth..., Equities, Hedge Funds, Capital Markets, Fixed Income, Portfolio Management, Asset Management, Private Equity, Venture Capital, Trading, Securities, Alternative Investments, Series 7, Options, Financial Markets, Bloomberg, Equity Trading, Investment Banking, Entrepreneurship, Bonds, Money, Investment Management, Equity Research, Series 63, Derivatives, Leadership, Trading Systems, Electronic Trading, Equity Derivatives, Structured Products, Proprietary Trading, Hedging, Trading Strategies, FX Options, Commodity, Emerging Markets, Mutual Funds, ETFs, Fund Of Funds, Structured Finance, Financial Structuring, FINRA
Education
Saint John's University - Peter J. Tobin College of Business 1988 — 1989
Master of Business Administration (M.B.A.), Corporate Finance
Baylor University - Hankamer School of Business 1986 — 1987
MBA, Finance and Financial Management Services
State University of New York College at Fredonia
BS, FINANCE
State University of New York College at Fredonia
BA, ECONOMICS
Chartered Capital LLC October 2004 - Present
Assent LLC October 2003 - October 2004
WORLDCO LLC July 1998 - October 2003
IDS FINANCIAL SERVICES January 1991 - July 1998
OXFORD CAPITAL SECURITIES September 1989 - December 1990
Skills
Investments, Investment Strategies, Risk Management, Asset Allocation, Finance, Wealth Management..., High Net Worth..., Equities, Hedge Funds, Capital Markets, Fixed Income, Portfolio Management, Asset Management, Private Equity, Venture Capital, Trading, Securities, Alternative Investments, Series 7, Options, Financial Markets, Bloomberg, Equity Trading, Investment Banking, Entrepreneurship, Bonds, Money, Investment Management, Equity Research, Series 63, Derivatives, Leadership, Trading Systems, Electronic Trading, Equity Derivatives, Structured Products, Proprietary Trading, Hedging, Trading Strategies, FX Options, Commodity, Emerging Markets, Mutual Funds, ETFs, Fund Of Funds, Structured Finance, Financial Structuring, FINRA
Education
Saint John's University - Peter J. Tobin College of Business 1988 — 1989
Master of Business Administration (M.B.A.), Corporate Finance
Baylor University - Hankamer School of Business 1986 — 1987
MBA, Finance and Financial Management Services
State University of New York College at Fredonia
BS, FINANCE
State University of New York College at Fredonia
BA, ECONOMICS
Fulton Wood's Assent LLC Experience August 2008 - July 2010
Job Branch Services at Great Point Capital
Industry Investment Management
Experience
Great Point Capital July 2010 - Present
Assent LLC. August 2008 - July 2010
Warrior Fund, LLC. July 2002 - August 2008
Skills
Portfolio Management, Investments, Strategic Planning, Equities, Financial Analysis, Series 7, Financial Modeling, Electronic Trading, Leadership, Trading, Valuation
Education
Texas A&M University
Bachelor of Science (B.S.), Economics
Cistercian Preparatory School
Great Point Capital July 2010 - Present
Assent LLC. August 2008 - July 2010
Warrior Fund, LLC. July 2002 - August 2008
Skills
Portfolio Management, Investments, Strategic Planning, Equities, Financial Analysis, Series 7, Financial Modeling, Electronic Trading, Leadership, Trading, Valuation
Education
Texas A&M University
Bachelor of Science (B.S.), Economics
Cistercian Preparatory School
Sangeeta Bardhan Cook's Assent LLC Experience June 2003 - May 2004
Job Technology Licensing Manager at City of Hope
Industry Biotechnology
Experience
City of Hope July 2013 - Present
APT Guidance January 2012 - Present
Steinfl & Bruno LLP August 2012 - June 2013
University of Southern California August 2004 - May 2012
Freelance June 2000 - December 2011
University of Southern California January 2008 - June 2008
Charles R Drew University August 2007 - December 2007
Assent, LLC June 2003 - May 2004
California Institute of Technology September 2002 - May 2003
California Institute of Technology January 2002 - December 2002
Education
University of Southern California 2004 — 2012
Doctor of Philosophy (Ph.D.), Molecular and Computational Biology
California Institute of Technology 1999 — 2003
B.S. with Honor, Biology
Washington Township High School
City of Hope July 2013 - Present
APT Guidance January 2012 - Present
Steinfl & Bruno LLP August 2012 - June 2013
University of Southern California August 2004 - May 2012
Freelance June 2000 - December 2011
University of Southern California January 2008 - June 2008
Charles R Drew University August 2007 - December 2007
Assent, LLC June 2003 - May 2004
California Institute of Technology September 2002 - May 2003
California Institute of Technology January 2002 - December 2002
Education
University of Southern California 2004 — 2012
Doctor of Philosophy (Ph.D.), Molecular and Computational Biology
California Institute of Technology 1999 — 2003
B.S. with Honor, Biology
Washington Township High School
Ryan Schwebel's Assent LLC Experience March 2008 - October 2008
Job Futures Trade Desk Representative at TradeStation Securities
Industry Investment Management
Experience
TradeStation Securities October 2008 - Present
Assent LLC March 2008 - October 2008
Tradelink January 2004 - November 2005
Skills
Trading, Series 7, Financial Markets, Derivatives, Equities, Bloomberg, Brokerage, Fixed Income, Valuation, Trading Systems
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Arts, Economics / Spanish
Universidad Complutense de Madrid 2000 — 2000
Economics
TradeStation Securities October 2008 - Present
Assent LLC March 2008 - October 2008
Tradelink January 2004 - November 2005
Skills
Trading, Series 7, Financial Markets, Derivatives, Equities, Bloomberg, Brokerage, Fixed Income, Valuation, Trading Systems
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Arts, Economics / Spanish
Universidad Complutense de Madrid 2000 — 2000
Economics
Vlad Sidoren's Assent LLC Experience October 2006 - March 2008
Job Equities Trader/Class "B" member at T3
Industry Financial Services
Experience
T3 Trading Group, LLC March 2008 - Present
Assent LLC October 2006 - March 2008
Carlin Financial Group January 2003 - October 2006
Hold Brothers On-line Investment Services, LLC February 2003 - December 2003
Worldco January 2002 - March 2003
Education
City University of New York 1995 — 1999
Bachelor of Business Administration (BBA), Finance/Investments
T3 Trading Group, LLC March 2008 - Present
Assent LLC October 2006 - March 2008
Carlin Financial Group January 2003 - October 2006
Hold Brothers On-line Investment Services, LLC February 2003 - December 2003
Worldco January 2002 - March 2003
Education
City University of New York 1995 — 1999
Bachelor of Business Administration (BBA), Finance/Investments
John Wissman's Assent LLC Experience October 2007 - September 2010
Job Benefits Consultant at Ardent Solutions
Industry Financial Services
Experience
Ardent Solutions May 2015 - Present
The Noble Group July 2013 - May 2015
ZocDoc December 2011 - July 2013
Morgan Stanley Smith Barney 2010 - 2011
Assent LLC October 2007 - September 2010
The Southwestern Company 2002 - 2007
Skills
Sales, Direct Sales, Equities, Selling, Sales Process, Investments, Small Business, Business Development, Lead Generation, Sales Presentations, New Business Development, Affordable Care Act, Employee Benefits, Health Insurance, Insurance, Business Strategy, Customer Service, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Ardent Solutions May 2015 - Present
The Noble Group July 2013 - May 2015
ZocDoc December 2011 - July 2013
Morgan Stanley Smith Barney 2010 - 2011
Assent LLC October 2007 - September 2010
The Southwestern Company 2002 - 2007
Skills
Sales, Direct Sales, Equities, Selling, Sales Process, Investments, Small Business, Business Development, Lead Generation, Sales Presentations, New Business Development, Affordable Care Act, Employee Benefits, Health Insurance, Insurance, Business Strategy, Customer Service, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Michael Fantin's Assent LLC Experience April 2004 - April 2010
Job Proprietary Trader/Trainer at World Trade Securities
Industry Financial Services
Experience
World Trade Securities August 2010 - Present
Assent LLC April 2004 - April 2010
Cybertrader August 1998 - March 2004
Skills
Investments, Equities, Asset Managment, Risk Management, Securities, Trading Platform..., Best Execution, Training Traders, Routing Solutions
Education
University of Colorado at Boulder 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
World Trade Securities August 2010 - Present
Assent LLC April 2004 - April 2010
Cybertrader August 1998 - March 2004
Skills
Investments, Equities, Asset Managment, Risk Management, Securities, Trading Platform..., Best Execution, Training Traders, Routing Solutions
Education
University of Colorado at Boulder 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
Giorgio Nadi's Assent LLC Experience June 2005 - January 2008
Job Owner at Idan Packaging LTD
Industry Food Production
Experience
Idan Packaging LTD. January 2010 - Present
Nice Blends Corp February 2008 - January 2010
Assent LLC June 2005 - January 2008
Wachovia\Congress Financial June 2003 - May 2005
Skills
Management, New Business Development, Sales, Strategic Planning, Negotiation, Sales Management, Marketing Strategy, Team Building, Leadership, Account Management
Education
Fordham University 1999 — 2003
BS, Finance
Fordham University Graduate School of Arts and Sciences 1999 — 2003
Bachelor of Science (BS), Finance, General
Idan Packaging LTD. January 2010 - Present
Nice Blends Corp February 2008 - January 2010
Assent LLC June 2005 - January 2008
Wachovia\Congress Financial June 2003 - May 2005
Skills
Management, New Business Development, Sales, Strategic Planning, Negotiation, Sales Management, Marketing Strategy, Team Building, Leadership, Account Management
Education
Fordham University 1999 — 2003
BS, Finance
Fordham University Graduate School of Arts and Sciences 1999 — 2003
Bachelor of Science (BS), Finance, General
Nathaniel Korn's Assent LLC Experience February 2008 - March 2010
Job Investor
Industry Investment Management
Experience
IMAIM CAPITAL LLC July 2010 - Present
Assent LLC February 2008 - March 2010
Morgan Stanley March 2007 - December 2007
Horwath Consulting June 2006 - December 2006
Skills
Valuation, Investment Management, Fairness Opinions, Project Analysis, International Finance, Asset Managment, Spanish, Securities, Financial Analysis, Investments, Portfolio Management, Corporate Finance, Financial Modeling, Capital Markets, Equities, Due Diligence, Investment Banking, Private Equity, Mergers
Education
Nova Southeastern University 2007 — 2009
MBA, Finance
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
IMAIM CAPITAL LLC July 2010 - Present
Assent LLC February 2008 - March 2010
Morgan Stanley March 2007 - December 2007
Horwath Consulting June 2006 - December 2006
Skills
Valuation, Investment Management, Fairness Opinions, Project Analysis, International Finance, Asset Managment, Spanish, Securities, Financial Analysis, Investments, Portfolio Management, Corporate Finance, Financial Modeling, Capital Markets, Equities, Due Diligence, Investment Banking, Private Equity, Mergers
Education
Nova Southeastern University 2007 — 2009
MBA, Finance
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Victor Sopena's Assent LLC Experience April 2003 - April 2007
Job Vice President Global Investment Specialist at J.P. Morgan
Industry Banking
Experience
J.P. Morgan January 2012 - Present
J.P. Morgan June 2009 - December 2011
Morgan Stanley June 2008 - August 2008
Medina, S.A. June 2007 - September 2007
Assent, LLC April 2003 - April 2007
Skills
Private banking, Investment management, Asset management, Equities trading, Investment analysis -..., Equities, Investment Management, Portfolio Management, Hedge Funds, Valuation, Financial Analysis, Asset Managment, Fixed Income, Asset Management, Private Banking, Financial Risk, Equity Trading
Education
IESE Business School 2007 — 2009
General Management
University of Miami - School of Business 1999 — 2002
BBA, Finance
J.P. Morgan January 2012 - Present
J.P. Morgan June 2009 - December 2011
Morgan Stanley June 2008 - August 2008
Medina, S.A. June 2007 - September 2007
Assent, LLC April 2003 - April 2007
Skills
Private banking, Investment management, Asset management, Equities trading, Investment analysis -..., Equities, Investment Management, Portfolio Management, Hedge Funds, Valuation, Financial Analysis, Asset Managment, Fixed Income, Asset Management, Private Banking, Financial Risk, Equity Trading
Education
IESE Business School 2007 — 2009
General Management
University of Miami - School of Business 1999 — 2002
BBA, Finance
Arie Shapira's Assent LLC Experience 2004 - 2007
Job Team Leader First Word U.S. Equities: Reporters at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP August 2014 - Present
Bloomberg LP January 2013 - Present
Bloomberg March 2010 - January 2013
JPMorgan March 2008 - November 2009
Bear Stearns April 2007 - March 2008
Assent LLC 2004 - 2007
Northwestern Mutual 2002 - 2004
Skills
Bloomberg, Equities, Finance, Hedge Funds, Series 7, Capital Markets, Fixed Income, Trading
Education
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
BS, Finance
Bloomberg LP August 2014 - Present
Bloomberg LP January 2013 - Present
Bloomberg March 2010 - January 2013
JPMorgan March 2008 - November 2009
Bear Stearns April 2007 - March 2008
Assent LLC 2004 - 2007
Northwestern Mutual 2002 - 2004
Skills
Bloomberg, Equities, Finance, Hedge Funds, Series 7, Capital Markets, Fixed Income, Trading
Education
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
BS, Finance
Richard Ong's Assent LLC Experience July 2008 - April 2009
Job Senior MBS Settlements Specialist at Western Asset Management
Industry Financial Services
Experience
Western Asset Management October 2011 - Present
Anfield Capital Management, LLC November 2010 - March 2011
Assent LLC July 2008 - April 2009
Countrywide Securities January 2006 - September 2007
Countrywide Securities January 2004 - December 2005
Tradescape July 2000 - September 2002
PIMCO May 1998 - July 2000
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
MBA, Finance
University of California, Riverside 1995 — 1997
B.S., Business Administration
Western Asset Management October 2011 - Present
Anfield Capital Management, LLC November 2010 - March 2011
Assent LLC July 2008 - April 2009
Countrywide Securities January 2006 - September 2007
Countrywide Securities January 2004 - December 2005
Tradescape July 2000 - September 2002
PIMCO May 1998 - July 2000
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
MBA, Finance
University of California, Riverside 1995 — 1997
B.S., Business Administration
Chris Peter's Assent LLC Experience January 2003 - August 2003
Job Electronic Trading
Industry Financial Services
Experience
Bloomberg LP June 2014 - Present
Kissell Research Group July 2013 - June 2014
Citigroup 2011 - March 2013
TowerGroup Needham, MA April 2011 - July 2011
Lime Brokerage LLC August 2009 - October 2010
Citi December 2004 - August 2009
Oxford Capital Securities August 2003 - December 2004
Assent LLC January 2003 - August 2003
Swiss American Securities (A Credit Suisse Group company) April 2001 - September 2001
WitSoundview October 1999 - April 2001
Skills
Electronic Trading, Series 24, High Frequency Trading, Trading Systems, Dark Pools, Buy-side, Equities, Capital Markets, Fixed Income, Market Data, Quantitative Finance, Options, Equity Trading, Asset Managment, Hedge Funds, Financial Services, Settlement, Investment Banking, Equity Derivatives, Asset Allocation, Trading Strategies, Derivatives, Hedging, Strategy, Series 7, Traders, FX trading, Order Management, Trading, Trading System, Portfolio Management, Financial Markets, FX Options, Low Latency, ETFs, Asset Management, Execution Management..., Writing, Fintech, FINRA, Securities, Bloomberg, Alternative Investments, TCA, Sales, Market Making, Proprietary Trading, Program Trading, Exchange Connectivity, Emerging Markets
Education
St. Lawrence University 1988 — 1992
B. A., English Writing
Pomfret School 1985 — 1988
Bloomberg LP June 2014 - Present
Kissell Research Group July 2013 - June 2014
Citigroup 2011 - March 2013
TowerGroup Needham, MA April 2011 - July 2011
Lime Brokerage LLC August 2009 - October 2010
Citi December 2004 - August 2009
Oxford Capital Securities August 2003 - December 2004
Assent LLC January 2003 - August 2003
Swiss American Securities (A Credit Suisse Group company) April 2001 - September 2001
WitSoundview October 1999 - April 2001
Skills
Electronic Trading, Series 24, High Frequency Trading, Trading Systems, Dark Pools, Buy-side, Equities, Capital Markets, Fixed Income, Market Data, Quantitative Finance, Options, Equity Trading, Asset Managment, Hedge Funds, Financial Services, Settlement, Investment Banking, Equity Derivatives, Asset Allocation, Trading Strategies, Derivatives, Hedging, Strategy, Series 7, Traders, FX trading, Order Management, Trading, Trading System, Portfolio Management, Financial Markets, FX Options, Low Latency, ETFs, Asset Management, Execution Management..., Writing, Fintech, FINRA, Securities, Bloomberg, Alternative Investments, TCA, Sales, Market Making, Proprietary Trading, Program Trading, Exchange Connectivity, Emerging Markets
Education
St. Lawrence University 1988 — 1992
B. A., English Writing
Pomfret School 1985 — 1988
Dochtor Kennedy's Assent LLC Experience December 2003 - December 2007
Job Business Dvelopment at RJ & Makay
Industry Financial Services
Experience
RJ & Makay January 2008 - Present
Assent LLC December 2003 - December 2007
Education
Keller Graduate School of Managment 2003 — 2005
MBA, Finance
University of Minnesota Duluth 1999 — 2003
BBA, Finance & M.I.S.
RJ & Makay January 2008 - Present
Assent LLC December 2003 - December 2007
Education
Keller Graduate School of Managment 2003 — 2005
MBA, Finance
University of Minnesota Duluth 1999 — 2003
BBA, Finance & M.I.S.
James Ling's Assent LLC Experience March 2008 - June 2009
Job Tax Manager
Industry Accounting
Experience
Michael S. Fredlender, CPA APC July 2011 - Present
Hamill & Kaplan, LLP February 2009 - July 2011
Assent, LLC March 2008 - June 2009
Skills
Tax, Microsoft Excel, ProSystem fx Tax, Microsoft Word, CCH Intelliconnect, Accounting, Financial Reporting, Leadership, Financial Analysis, Finance
Education
California State University-Northridge 2015 — 2017
Master’s Degree, Taxation
University of California, Irvine 2004 — 2007
BA, Economics
Michael S. Fredlender, CPA APC July 2011 - Present
Hamill & Kaplan, LLP February 2009 - July 2011
Assent, LLC March 2008 - June 2009
Skills
Tax, Microsoft Excel, ProSystem fx Tax, Microsoft Word, CCH Intelliconnect, Accounting, Financial Reporting, Leadership, Financial Analysis, Finance
Education
California State University-Northridge 2015 — 2017
Master’s Degree, Taxation
University of California, Irvine 2004 — 2007
BA, Economics
Lee Densky's Assent LLC Experience September 2002 - May 2008
Job Finance Manager at Sinclair Broadcast Group
Industry Financial Services
Experience
Sinclair Broadcast Group May 2013 - Present
Wagener-Lee May 2008 - April 2013
Raymond James Financial Services May 2008 - April 2013
Assent, LLC September 2002 - May 2008
Morgan Stanley November 2000 - September 2002
Bear Stearns January 1999 - November 2000
Interep August 1997 - January 1999
Skills
Series 7, Bloomberg, Securities, Equities, Asset Allocation, Financial Advisory, Financial Analysis, Financial Modeling, Broadcast Television, Inventory Management, Performance Management
Education
The Johns Hopkins University - Carey Business School 2010 — 2013
Master of Business Administration (MBA), Finance
Towson University 1993 — 1997
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Sinclair Broadcast Group May 2013 - Present
Wagener-Lee May 2008 - April 2013
Raymond James Financial Services May 2008 - April 2013
Assent, LLC September 2002 - May 2008
Morgan Stanley November 2000 - September 2002
Bear Stearns January 1999 - November 2000
Interep August 1997 - January 1999
Skills
Series 7, Bloomberg, Securities, Equities, Asset Allocation, Financial Advisory, Financial Analysis, Financial Modeling, Broadcast Television, Inventory Management, Performance Management
Education
The Johns Hopkins University - Carey Business School 2010 — 2013
Master of Business Administration (MBA), Finance
Towson University 1993 — 1997
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Edward P. Miner, MBA's Assent LLC Experience August 2008 - November 2009
Job Director, Client Services at Fiserv
Industry Financial Services
Experience
Fiserv November 2009 - Present
Assent LLC August 2008 - November 2009
UBS Wealth Management December 2001 - January 2008
UBS Financial Services, Inc. 2002 - 2008
Merrill Lynch April 1990 - December 2001
Dean Witter Reynolds 1988 - 1989
Charles Schwab 1985 - 1988
Skills
Portfolio Management, Program Management, Investments, Financial Services, Equities, Business Analysis, Risk Management, Asset Management, Wealth Management, Finance, Mutual Funds, Strategy, Series 7, Fixed Income, Securities, Relationship Management, Vendor Management, Financial Advisory, Project Management
Education
Monmouth University 1993 — 1995
MBA, Accounting
Rider University 1985 — 1988
B.S., Finance
Franklin High School, Franklin Twp NJ
Fiserv November 2009 - Present
Assent LLC August 2008 - November 2009
UBS Wealth Management December 2001 - January 2008
UBS Financial Services, Inc. 2002 - 2008
Merrill Lynch April 1990 - December 2001
Dean Witter Reynolds 1988 - 1989
Charles Schwab 1985 - 1988
Skills
Portfolio Management, Program Management, Investments, Financial Services, Equities, Business Analysis, Risk Management, Asset Management, Wealth Management, Finance, Mutual Funds, Strategy, Series 7, Fixed Income, Securities, Relationship Management, Vendor Management, Financial Advisory, Project Management
Education
Monmouth University 1993 — 1995
MBA, Accounting
Rider University 1985 — 1988
B.S., Finance
Franklin High School, Franklin Twp NJ
Kelly Yung's Assent LLC Experience March 2008 - July 2010
Job Helpdesk Analyst at IDP Consulting
Industry Computer Hardware
Experience
IDP Consulting February 2014 - Present
TEKsystems December 2013 - February 2014
Gaiam January 2012 - November 2013
ION Computer Systems October 2010 - January 2012
Assent LLC March 2008 - July 2010
GFI Group 2005 - 2008
Woodhull Hospital, HHC 2001 - 2005
Fleet Trading 1999 - 2001
American Benefits and Compensation Systems 1996 - 2000
Skills
Servers, Data Center, Active Directory, Technical Support, Security, Network Administration, Networking
Education
Polytechnic University 1995 — 2000
BS, Computer Science
Benjamin N. Cardozo High School 1992 — 1995
I.S. 237 1989 — 1992
P.S. 24
IDP Consulting February 2014 - Present
TEKsystems December 2013 - February 2014
Gaiam January 2012 - November 2013
ION Computer Systems October 2010 - January 2012
Assent LLC March 2008 - July 2010
GFI Group 2005 - 2008
Woodhull Hospital, HHC 2001 - 2005
Fleet Trading 1999 - 2001
American Benefits and Compensation Systems 1996 - 2000
Skills
Servers, Data Center, Active Directory, Technical Support, Security, Network Administration, Networking
Education
Polytechnic University 1995 — 2000
BS, Computer Science
Benjamin N. Cardozo High School 1992 — 1995
I.S. 237 1989 — 1992
P.S. 24
Ted Kleynerman's Assent LLC Experience January 2003 - July 2010
Job Founder at PrimusTrade
Industry Financial Services
Experience
Great Point Capital July 2010 - Present
PrimusTrade January 2007 - Present
Assent LLC January 2003 - July 2010
Skills
Series 7, Trading Systems, Electronic Trading, Equity Trading, Proprietary Trading, Options, Derivatives, Series 24, Financial Markets, Trading, Trading Strategies, Securities, Commodity, Equities
Education
University at Albany, SUNY 1995 — 1999
Stuyvesant High School 1991 — 1995
Great Point Capital July 2010 - Present
PrimusTrade January 2007 - Present
Assent LLC January 2003 - July 2010
Skills
Series 7, Trading Systems, Electronic Trading, Equity Trading, Proprietary Trading, Options, Derivatives, Series 24, Financial Markets, Trading, Trading Strategies, Securities, Commodity, Equities
Education
University at Albany, SUNY 1995 — 1999
Stuyvesant High School 1991 — 1995
Joshua Vore's Assent LLC Experience July 2007 - July 2010
Job Independent Trader
Industry Financial Services
Experience
Great Point Capital LLC April 2012 - December 2013
Charles Schwab October 2011 - March 2012
Edward Jones October 2010 - October 2011
Great Point Capital LLC(Assent LLC) July 2010 - October 2010
Assent LLC July 2007 - July 2010
Kershner Trading Group October 2003 - June 2007
Wells Fargo Securities(Black&Co.) June 2001 - November 2002
Black & Co. May 1999 - May 2001
Skills
Trading, Securities, Options, Team Leadership, Equities, Financial Markets, Financial Services, ETFs, Bonds, Finance, Traders, Trading Strategies, Equity Trading, Proprietary Trading, Series 7
Education
University of Portland 1994 — 1998
Bachelors, Finance
Great Point Capital LLC April 2012 - December 2013
Charles Schwab October 2011 - March 2012
Edward Jones October 2010 - October 2011
Great Point Capital LLC(Assent LLC) July 2010 - October 2010
Assent LLC July 2007 - July 2010
Kershner Trading Group October 2003 - June 2007
Wells Fargo Securities(Black&Co.) June 2001 - November 2002
Black & Co. May 1999 - May 2001
Skills
Trading, Securities, Options, Team Leadership, Equities, Financial Markets, Financial Services, ETFs, Bonds, Finance, Traders, Trading Strategies, Equity Trading, Proprietary Trading, Series 7
Education
University of Portland 1994 — 1998
Bachelors, Finance
Ricardo Mancera's Assent LLC Experience July 2003 - December 2004
Job modeling and simulation for control applications
Industry Research
Experience
University of Southern California January 2005 - February 2008
Assent LLC July 2003 - December 2004
University of Southern California January 1997 - May 2003
Education
University of Southern California 1997 — 2003
Ph.D., Electrical Engineering
University of Southern California 1999 — 2002
M.A., Applied Mathematics
University of Southern California 1994 — 1996
M.S., Mechanical Engineering
University of Southern California January 2005 - February 2008
Assent LLC July 2003 - December 2004
University of Southern California January 1997 - May 2003
Education
University of Southern California 1997 — 2003
Ph.D., Electrical Engineering
University of Southern California 1999 — 2002
M.A., Applied Mathematics
University of Southern California 1994 — 1996
M.S., Mechanical Engineering
Ryan Buck's Assent LLC Experience November 2003 - March 2010
Job Project Manager at Pontchartrain Partners, LLC
Industry Construction
Experience
Pontchartrain Partners, LLC September 2012 - Present
Independent Contractor March 2012 - August 2012
Arcadis/ US Army Corps of Engineers August 2010 - January 2012
Gulf Shore Construction Services June 2009 - July 2010
Assent, LLC November 2003 - March 2010
Indepentent Contractor February 2005 - May 2009
Innovex April 2003 - July 2003
Maxim Healthcare Services November 2001 - April 2003
Courtyard by Marriott January 2001 - November 2001
Skills
Account Management, OSHA 30-Hour, Management, Contract Negotiation, Team Building, Sales, Recruiting, Process Scheduler, Project Engineering, Budgets, Project Estimation, Contract Management, Engineering, Concrete, Human Resources, Training, Construction, Forecasting, Customer Service
Education
University of Mississippi 1995 — 2000
BS
Pontchartrain Partners, LLC September 2012 - Present
Independent Contractor March 2012 - August 2012
Arcadis/ US Army Corps of Engineers August 2010 - January 2012
Gulf Shore Construction Services June 2009 - July 2010
Assent, LLC November 2003 - March 2010
Indepentent Contractor February 2005 - May 2009
Innovex April 2003 - July 2003
Maxim Healthcare Services November 2001 - April 2003
Courtyard by Marriott January 2001 - November 2001
Skills
Account Management, OSHA 30-Hour, Management, Contract Negotiation, Team Building, Sales, Recruiting, Process Scheduler, Project Engineering, Budgets, Project Estimation, Contract Management, Engineering, Concrete, Human Resources, Training, Construction, Forecasting, Customer Service
Education
University of Mississippi 1995 — 2000
BS
Ian Poirier's Assent LLC Experience October 2007 - October 2008
Job Regulatory Compliance Manager at Lyft
Industry Law Practice
Experience
Lyft June 2015 - Present
YapStone, Inc. March 2013 - Present
Wikimedia Foundation November 2012 - March 2013
U.S. Department of Justice January 2012 - April 2012
University of California, Hastings College of the Law January 2011 - January 2012
NeoPhotonics June 2011 - August 2011
Hastings Business Law Journal September 2010 - May 2011
Assent LLC October 2007 - October 2008
Williams College June 2007 - August 2007
Skills
Legal Research, Intellectual Property, Legal Writing, Competition Law, Payments, Mergers & Acquisitions, E-commerce, Contract Negotiation
Education
University of California, Hastings College of the Law 2010 — 2012
J.D., Law
Case Western Reserve University School of Law 2009 — 2010
J.D., Law
Williams College 2003 — 2007
BA, Psychology
University of Otago 2005 — 2005
Carrabassett Valley Academy
High School
Lyft June 2015 - Present
YapStone, Inc. March 2013 - Present
Wikimedia Foundation November 2012 - March 2013
U.S. Department of Justice January 2012 - April 2012
University of California, Hastings College of the Law January 2011 - January 2012
NeoPhotonics June 2011 - August 2011
Hastings Business Law Journal September 2010 - May 2011
Assent LLC October 2007 - October 2008
Williams College June 2007 - August 2007
Skills
Legal Research, Intellectual Property, Legal Writing, Competition Law, Payments, Mergers & Acquisitions, E-commerce, Contract Negotiation
Education
University of California, Hastings College of the Law 2010 — 2012
J.D., Law
Case Western Reserve University School of Law 2009 — 2010
J.D., Law
Williams College 2003 — 2007
BA, Psychology
University of Otago 2005 — 2005
Carrabassett Valley Academy
High School
Chris Sorcic's Assent LLC Experience January 2004 - May 2008
Job Risk Management Client Services at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers November 2009 - Present
Tutor.com April 2008 - November 2009
Assent LLC January 2004 - May 2008
Tradelink September 2002 - January 2004
Skills
Investments, Trading, Hedge Funds, FX Options, Securities, Bloomberg, Financial Analysis, FINRA, Derivatives, Financial Markets, Series 63, Fixed Income, Commodity, Equities, Capital Markets, Trading Systems, Credit, Trading Strategies, Options, Series 7, Electronic Trading, Risk Management, Portfolio Management, Technical Analysis
Education
University of Illinois at Urbana-Champaign 1998 — 2002
B.A., Econmics and Finance
Interactive Brokers November 2009 - Present
Tutor.com April 2008 - November 2009
Assent LLC January 2004 - May 2008
Tradelink September 2002 - January 2004
Skills
Investments, Trading, Hedge Funds, FX Options, Securities, Bloomberg, Financial Analysis, FINRA, Derivatives, Financial Markets, Series 63, Fixed Income, Commodity, Equities, Capital Markets, Trading Systems, Credit, Trading Strategies, Options, Series 7, Electronic Trading, Risk Management, Portfolio Management, Technical Analysis
Education
University of Illinois at Urbana-Champaign 1998 — 2002
B.A., Econmics and Finance
Peter Mikhail's Assent LLC Experience April 2002 - November 2007
Job VP Business Development at TreadHunter
Industry Information Technology and Services
Experience
TreadHunter January 2015 - Present
ADP TotalSource October 2009 - December 2014
Private Client Group LLC August 2008 - January 2010
BNI (Business Network International) Lakeshore Business Professionals 2008 - 2009
Mass Mutual 2007 - 2008
Assent LLC April 2002 - November 2007
Hold Brothers On-line Investment Services, LLC 2004 - 2007
Optimum Lightpath 2001 - 2002
Enkido 1999 - 2001
Scarlet Knotes 1996 - 1998
Skills
Series 7, Investments, Trading, Risk Management, Account Management, PEO, Business Development, Securities, Negotiation, 401k, Proprietary Trading, Series 63, Cold Calling, Sales, Employee Benefits, Financial Services, Analysis, Insurance, Payroll, Personnel Management, Salesforce.com, Outsourcing, Marketing Strategy, Sales Presentations, Sales Process, Retirement, Leadership, Workers Compensation, Networking, Employee Relations, Performance Management, CRM, ADP Payroll, Time, SaaS, HRO, Time & Attendance, Customer Retention, Management, Relationship Building, Team Building, Sales Management, New Business Development, Consulting, Solution Selling, Direct Sales, Strategic Planning, B2B, Strategic Partnerships
Education
Rutgers University-New Brunswick 1993 — 1998
BS, Environmental & Business Economics
TreadHunter January 2015 - Present
ADP TotalSource October 2009 - December 2014
Private Client Group LLC August 2008 - January 2010
BNI (Business Network International) Lakeshore Business Professionals 2008 - 2009
Mass Mutual 2007 - 2008
Assent LLC April 2002 - November 2007
Hold Brothers On-line Investment Services, LLC 2004 - 2007
Optimum Lightpath 2001 - 2002
Enkido 1999 - 2001
Scarlet Knotes 1996 - 1998
Skills
Series 7, Investments, Trading, Risk Management, Account Management, PEO, Business Development, Securities, Negotiation, 401k, Proprietary Trading, Series 63, Cold Calling, Sales, Employee Benefits, Financial Services, Analysis, Insurance, Payroll, Personnel Management, Salesforce.com, Outsourcing, Marketing Strategy, Sales Presentations, Sales Process, Retirement, Leadership, Workers Compensation, Networking, Employee Relations, Performance Management, CRM, ADP Payroll, Time, SaaS, HRO, Time & Attendance, Customer Retention, Management, Relationship Building, Team Building, Sales Management, New Business Development, Consulting, Solution Selling, Direct Sales, Strategic Planning, B2B, Strategic Partnerships
Education
Rutgers University-New Brunswick 1993 — 1998
BS, Environmental & Business Economics
Ronaldi Gunawan's Assent LLC Experience AVPBahana Securities1998 - 1999
Job Trader at Assent LLC
Industry Financial Services
Experience
Assent LLC AVPBahana Securities1998 - 1999
Citibank Jakarta 1991 - 1992
Education
London Business School
Assent LLC AVPBahana Securities1998 - 1999
Citibank Jakarta 1991 - 1992
Education
London Business School
Andrew Headden's Assent LLC Experience December 2006 - January 2010
Job Trader at Chimera Securities
Industry Financial Services
Experience
Chimera Securities January 2010 - June 2015
Assent LLC December 2006 - January 2010
ECHOtrade LLC June 2006 - December 2006
Skills
Financial Markets, Trading Strategies, Equity Trading, Trading Systems, Customer Service, Electronic Trading, Trading, Equities, Technical Analysis, Investments, Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
Business Administration, Finance, Accounting
Chimera Securities January 2010 - June 2015
Assent LLC December 2006 - January 2010
ECHOtrade LLC June 2006 - December 2006
Skills
Financial Markets, Trading Strategies, Equity Trading, Trading Systems, Customer Service, Electronic Trading, Trading, Equities, Technical Analysis, Investments, Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
Business Administration, Finance, Accounting
Brian Zoss's Assent LLC Experience April 2008 - Present
Job Prop. Trader
Industry Financial Services
Experience
Assent llc April 2008 - Present
Chopper Trading January 2007 - March 2009
Skills
Proprietary Trading, Electronic Trading, Options, Trading, Trading Strategies, Bloomberg, Commodity, Derivatives, Trading Systems, Fixed Income, Equities, Technical Analysis, Hedging
Education
Oakland University 1997 — 1999
MSME, Mechanical Engineering
Assent llc April 2008 - Present
Chopper Trading January 2007 - March 2009
Skills
Proprietary Trading, Electronic Trading, Options, Trading, Trading Strategies, Bloomberg, Commodity, Derivatives, Trading Systems, Fixed Income, Equities, Technical Analysis, Hedging
Education
Oakland University 1997 — 1999
MSME, Mechanical Engineering
Timothy Amitie, CRISC, FRM's Assent LLC Experience 2002 - 2004
Job Compliance at Cubist Systematic Strategies
Industry Financial Services
Experience
Cubist Systematic Strategies, LLC September 2014 - Present
KCG Holdings, Inc. 2007 - September 2014
Knight Capital Group, Inc. 2004 - 2007
Assent, LLC 2002 - 2004
Sovereign Capital Partners 1999 - 2002
Skills
Equity Trading, Electronic Trading, Options, ETFs, Risk Management, Compliance, Surveillance, Equities, Series 7, Operational Risk, FINRA, Trading, Securities, Fixed Income, Financial Markets, Capital Markets, Financial Risk, Derivatives, Trading Systems, Hedge Funds
Education
State University of New York at Binghamton 1995 — 1998
BA
Rye High School
Cubist Systematic Strategies, LLC September 2014 - Present
KCG Holdings, Inc. 2007 - September 2014
Knight Capital Group, Inc. 2004 - 2007
Assent, LLC 2002 - 2004
Sovereign Capital Partners 1999 - 2002
Skills
Equity Trading, Electronic Trading, Options, ETFs, Risk Management, Compliance, Surveillance, Equities, Series 7, Operational Risk, FINRA, Trading, Securities, Fixed Income, Financial Markets, Capital Markets, Financial Risk, Derivatives, Trading Systems, Hedge Funds
Education
State University of New York at Binghamton 1995 — 1998
BA
Rye High School
Shazil Anwar's Assent LLC Experience 2009 - 2010
Job Energy Derivatives Trader at INTL FCStone Inc.
Industry Financial Services
Experience
INTL FCStone Inc. 2011 - Present
Assent LLC 2009 - 2010
Goldman Sachs 2008 - 2008
Carnegie Mellon Tepper School of Business 2008 - 2008
UBS 2007 - 2007
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2009
Bachelors of Science, Economics; Additional Major in Business Administration
Half Hollow Hills High School West 2001 — 2005
INTL FCStone Inc. 2011 - Present
Assent LLC 2009 - 2010
Goldman Sachs 2008 - 2008
Carnegie Mellon Tepper School of Business 2008 - 2008
UBS 2007 - 2007
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2009
Bachelors of Science, Economics; Additional Major in Business Administration
Half Hollow Hills High School West 2001 — 2005
Jack Desousa's Assent LLC Experience 2001 - June 2010
Job Proprietary Trader at Avatar Securities, LLC
Industry Financial Services
Experience
Avatar Securities, LLC September 2014 - Present
Quasar Trading LLC March 2013 - Present
Coastal Trade Securities, LLC February 2013 - March 2013
Avatar Securities, LLC June 2010 - January 2013
Assent LLC 2001 - June 2010
Lahra Corp 2006 - May 2010
D & D Diamond Corp 1991 - 1999
Education
Rutgers University
Avatar Securities, LLC September 2014 - Present
Quasar Trading LLC March 2013 - Present
Coastal Trade Securities, LLC February 2013 - March 2013
Avatar Securities, LLC June 2010 - January 2013
Assent LLC 2001 - June 2010
Lahra Corp 2006 - May 2010
D & D Diamond Corp 1991 - 1999
Education
Rutgers University
Joey Mandelbaum's Assent LLC Experience January 2003 - December 2006
Job Operations Manager at Net@Work
Industry Information Technology and Services
Experience
Net@Work January 2007 - Present
Assent LLC January 2003 - December 2006
Skills
SalesLogix, Sage MAS200, Sage Pro, Crystal Reports, Project Management, KnowledgeSync, Mas 90, Sage, CRM, ERP, Cloud Computing, Sage CRM, Software Project..., Professional Services, Management, Lead Generation, Enterprise Software, Software Implementation, Solution Selling, Business Intelligence, Business Process, Financial Reporting, Business Analysis, SharePoint, Business Process..., SaaS, Consulting, Software Development, E-commerce, Integration, Microsoft Dynamics, Pre-sales, Requirements Analysis, Microsoft CRM, SQL, Process Improvement
Education
City University of New York-Brooklyn College
B.S. Business Management & Finance, Business
Net@Work January 2007 - Present
Assent LLC January 2003 - December 2006
Skills
SalesLogix, Sage MAS200, Sage Pro, Crystal Reports, Project Management, KnowledgeSync, Mas 90, Sage, CRM, ERP, Cloud Computing, Sage CRM, Software Project..., Professional Services, Management, Lead Generation, Enterprise Software, Software Implementation, Solution Selling, Business Intelligence, Business Process, Financial Reporting, Business Analysis, SharePoint, Business Process..., SaaS, Consulting, Software Development, E-commerce, Integration, Microsoft Dynamics, Pre-sales, Requirements Analysis, Microsoft CRM, SQL, Process Improvement
Education
City University of New York-Brooklyn College
B.S. Business Management & Finance, Business
Chris Carrico's Assent LLC Experience January 2006 - April 2010
Job Aviation Mechanic
Industry Airlines/Aviation
Experience
Bombardier Aerospace April 2013 - Present
Cessna Aircraft Company April 2011 - April 2013
Assent, LLC January 2006 - April 2010
Liberty Trading, LLC July 2003 - December 2005
JGM Securities / Broadway Trading January 2000 - October 2002
Skills
Aerospace, Process Improvement, Flights, Airworthiness, Aircraft Leasing, Commercial Aviation, Trading, Maintenance, Airlines, Airports, Aviation, Avionics, Civil Aviation, Composites, Flight Safety, Helicopters, Leadership, Strategy, Aircraft Maintenance, Aircraft, Aeronautics, Maintenance & Repair, Piloting, Human Factors, General Aviation
Education
Aviation Maintenance Institute 2009 — 2010
Airframe and Powerplant Tech, Aviation Maintenance
University of Florida 1999 — 2000
Bachelor, Finance, Economics
University of Florida 1998 — 2000
Bachelor's degree, Finance
Bombardier Aerospace April 2013 - Present
Cessna Aircraft Company April 2011 - April 2013
Assent, LLC January 2006 - April 2010
Liberty Trading, LLC July 2003 - December 2005
JGM Securities / Broadway Trading January 2000 - October 2002
Skills
Aerospace, Process Improvement, Flights, Airworthiness, Aircraft Leasing, Commercial Aviation, Trading, Maintenance, Airlines, Airports, Aviation, Avionics, Civil Aviation, Composites, Flight Safety, Helicopters, Leadership, Strategy, Aircraft Maintenance, Aircraft, Aeronautics, Maintenance & Repair, Piloting, Human Factors, General Aviation
Education
Aviation Maintenance Institute 2009 — 2010
Airframe and Powerplant Tech, Aviation Maintenance
University of Florida 1999 — 2000
Bachelor, Finance, Economics
University of Florida 1998 — 2000
Bachelor's degree, Finance
Wilson Chu's Assent LLC Experience August 2008 - August 2011
Job Senior Fixed Income Trader at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management August 2011 - Present
Assent LLC August 2008 - August 2011
Federal Home Loan Bank of San Francisco November 2000 - May 2007
Franklin Templeton Investments July 1998 - July 2000
Skills
Bloomberg, Fixed Income, Equities, Derivatives, Capital Markets, Trading, Portfolio Management, Financial Markets, Asset Management, Trading Systems, Investments, Treasury, Treasury Management, Hedge Funds, Fixed Income Analysis, Financial Risk, Money Market, Options, Series 63, Equity Trading, Proprietary Trading, Alternative Investments, ETFs, Trading Strategies, Securities, Series 7, Swaps, Electronic Trading, Equity Derivatives, Hedging, Asset Allocation, Bonds, Interest Rate..., Quantitative Finance, Market Risk, Valuation, Finance
Education
University of San Francisco 1994 — 1998
BA, Economics
New York University
Economic Studies, Economics
Oxford University
Political Philosophy
Natixis Global Asset Management August 2011 - Present
Assent LLC August 2008 - August 2011
Federal Home Loan Bank of San Francisco November 2000 - May 2007
Franklin Templeton Investments July 1998 - July 2000
Skills
Bloomberg, Fixed Income, Equities, Derivatives, Capital Markets, Trading, Portfolio Management, Financial Markets, Asset Management, Trading Systems, Investments, Treasury, Treasury Management, Hedge Funds, Fixed Income Analysis, Financial Risk, Money Market, Options, Series 63, Equity Trading, Proprietary Trading, Alternative Investments, ETFs, Trading Strategies, Securities, Series 7, Swaps, Electronic Trading, Equity Derivatives, Hedging, Asset Allocation, Bonds, Interest Rate..., Quantitative Finance, Market Risk, Valuation, Finance
Education
University of San Francisco 1994 — 1998
BA, Economics
New York University
Economic Studies, Economics
Oxford University
Political Philosophy
Frank Spataro's Assent LLC Experience January 2008 - July 2009
Job Private Client Banker at JPMorgan Chase Bank N.A
Industry Financial Services
Experience
JPMorgan Chase Bank N.A July 2012 - Present
JPMorgan Chase Bank N.A January 2010 - July 2012
Assent LLC. January 2008 - July 2009
Education
Arizona State University 1996 — 2000
Undergraduate, Business
St. John's University 1995 — 1996
JPMorgan Chase Bank N.A July 2012 - Present
JPMorgan Chase Bank N.A January 2010 - July 2012
Assent LLC. January 2008 - July 2009
Education
Arizona State University 1996 — 2000
Undergraduate, Business
St. John's University 1995 — 1996
Alan Nissim's Assent LLC Experience August 2009 - May 2010
Job Vice President at Univision
Industry Entertainment
Experience
Univision Communications Inc. December 2013 - Present
Univision Communications November 2011 - November 2013
Univision Communications March 2011 - October 2011
Assent LLC August 2009 - May 2010
Deloitte Consulting July 2006 - July 2009
Education
Brown University 2002 — 2006
BA, Economics, International Relations
Univision Communications Inc. December 2013 - Present
Univision Communications November 2011 - November 2013
Univision Communications March 2011 - October 2011
Assent LLC August 2009 - May 2010
Deloitte Consulting July 2006 - July 2009
Education
Brown University 2002 — 2006
BA, Economics, International Relations
Nicholas Darzentas's Assent LLC Experience April 2003 - March 2009
Job Proprietary trader at T3 Trading Group, LLC
Industry Financial Services
Experience
T3 Trading Group, LLC October 2011 - Present
BNY ConvergEx April 2009 - October 2011
Assent LLC April 2003 - March 2009
ROQ Capital September 2001 - January 2003
Education
University of Florida - Warrington College Of Business 1997 — 2001
B.S, Finance
T3 Trading Group, LLC October 2011 - Present
BNY ConvergEx April 2009 - October 2011
Assent LLC April 2003 - March 2009
ROQ Capital September 2001 - January 2003
Education
University of Florida - Warrington College Of Business 1997 — 2001
B.S, Finance
Craig Schaffer's Assent LLC Experience November 2001 - May 2009
Job Register Representive at Transcend Capital
Industry Financial Services
Experience
Transcend Capital June 2010 - Present
Coastal Trade Securities June 2009 - Present
Assent LLC. November 2001 - May 2009
Hold Brothers Investments Inc. New York, NY October 1996 - January 2001
Education
The College of Saint Rose 1990 — 1994
BS, Finance
Transcend Capital June 2010 - Present
Coastal Trade Securities June 2009 - Present
Assent LLC. November 2001 - May 2009
Hold Brothers Investments Inc. New York, NY October 1996 - January 2001
Education
The College of Saint Rose 1990 — 1994
BS, Finance
Samuel Suhaka's Assent LLC Experience 2008 - 2010
Job Unum
Industry Insurance
Experience
Unum April 2015 - Present
World Trade Securities (WTS) May 2010 - March 2015
Assent LLC 2008 - 2010
Evolution Financial Technologies, LLC March 2003 - April 2008
Skills
Hedge Funds, Investments, Trading, Portfolio Management, Equities, Financial Modeling, Financial Analysis, Bloomberg, Asset Management, Series 7
Education
Union College 1998 — 2002
BA, Economics
Cedar Grove High School 1994 — 1998
Unum April 2015 - Present
World Trade Securities (WTS) May 2010 - March 2015
Assent LLC 2008 - 2010
Evolution Financial Technologies, LLC March 2003 - April 2008
Skills
Hedge Funds, Investments, Trading, Portfolio Management, Equities, Financial Modeling, Financial Analysis, Bloomberg, Asset Management, Series 7
Education
Union College 1998 — 2002
BA, Economics
Cedar Grove High School 1994 — 1998
Victor Langella's Assent LLC Experience January 2003 - April 2006
Job Equity Finance Securities Lending
Industry Banking
Experience
Bank of Montreal - BMO Capital Markets January 2010 - Present
U.S. Bank Corp August 2009 - November 2009
US Bank Corp August 2009 - October 2009
Societe Generale April 2006 - November 2008
Societe Generale April 2006 - November 2008
Assent LLC January 2003 - April 2006
HSBC Securities (USA) Inc January 2000 - January 2003
Barclays Capital, Inc January 1997 - January 2000
Prudential Securities 1985 - 1995
Education
Pace University
General Business
Bank of Montreal - BMO Capital Markets January 2010 - Present
U.S. Bank Corp August 2009 - November 2009
US Bank Corp August 2009 - October 2009
Societe Generale April 2006 - November 2008
Societe Generale April 2006 - November 2008
Assent LLC January 2003 - April 2006
HSBC Securities (USA) Inc January 2000 - January 2003
Barclays Capital, Inc January 1997 - January 2000
Prudential Securities 1985 - 1995
Education
Pace University
General Business
Ray Pell's Assent LLC Experience August 2006 - January 2010
Job Trader and Operations Analyst at World Financial Desk
Industry Financial Services
Experience
World Financial Desk July 2010 - October 2014
Assent LLC August 2006 - January 2010
Susquehanna International Group September 2005 - June 2006
Van der Moolen October 1999 - September 2005
Skills
Trading, Equity Trading, Equities, Electronic Trading, Hedge Funds, Fixed Income, Trading Systems, Bloomberg, Financial Markets, Series 7, Finance, Securities, Investments, Capital Markets, High Frequency Trading, trade support, Trading Strategies, Technical Analysis, SQL, Risk Management, Operations Management, Settlement, Consulting, JIRA, Pivot Tables, V Lookups
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master's Degree, Finance
State University of New York at Binghamton
Bachelor's Degree, Finance
World Financial Desk July 2010 - October 2014
Assent LLC August 2006 - January 2010
Susquehanna International Group September 2005 - June 2006
Van der Moolen October 1999 - September 2005
Skills
Trading, Equity Trading, Equities, Electronic Trading, Hedge Funds, Fixed Income, Trading Systems, Bloomberg, Financial Markets, Series 7, Finance, Securities, Investments, Capital Markets, High Frequency Trading, trade support, Trading Strategies, Technical Analysis, SQL, Risk Management, Operations Management, Settlement, Consulting, JIRA, Pivot Tables, V Lookups
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master's Degree, Finance
State University of New York at Binghamton
Bachelor's Degree, Finance
Brian Willard's Assent LLC Experience October 2008 - October 2010
Job Equity Trader at WTS Proprietary Trading Group
Industry Capital Markets
Experience
WTS Proprietary Trading Group - Boston October 2013 - Present
ECHOtrade LLC October 2010 - September 2013
Assent, LLC October 2008 - October 2010
Skills
Proprietary Trading, Series 7, Direct Sales, Public Speaking, Casino Gaming
Education
Mississippi State University - College of Business and Industry 1991 — 1995
WTS Proprietary Trading Group - Boston October 2013 - Present
ECHOtrade LLC October 2010 - September 2013
Assent, LLC October 2008 - October 2010
Skills
Proprietary Trading, Series 7, Direct Sales, Public Speaking, Casino Gaming
Education
Mississippi State University - College of Business and Industry 1991 — 1995
Anthony Sichi's Assent LLC Experience 2004 - 2009
Job Owner of AMS Systems and Managing Partner at Auto Express Care
Industry Information Technology and Services
Experience
Auto Express Care May 2010 - Present
AMS Systems June 2009 - Present
Assent LLC 2004 - 2009
Bright Trading LLC 2001 - 2004
Rock Trading 1996 - 2001
Skills
Options, Equity Trading, Trading, Trading Systems, Equities, Financial Markets, Derivatives, Trading System, Investments, Traders, Capital Markets, Commodity, Technical Analysis, Securities, Risk Management
Education
University of Illinois at Chicago 1993 — 1996
B. Scn., Mathematical Computer Science
Auto Express Care May 2010 - Present
AMS Systems June 2009 - Present
Assent LLC 2004 - 2009
Bright Trading LLC 2001 - 2004
Rock Trading 1996 - 2001
Skills
Options, Equity Trading, Trading, Trading Systems, Equities, Financial Markets, Derivatives, Trading System, Investments, Traders, Capital Markets, Commodity, Technical Analysis, Securities, Risk Management
Education
University of Illinois at Chicago 1993 — 1996
B. Scn., Mathematical Computer Science
Jesse Manginelli's Assent LLC Experience January 2006 - April 2010
Job Manager at Trustco Bank
Industry Financial Services
Experience
Trustco Bank April 2010 - Present
Assent LLC January 2006 - April 2010
The Bank of New York August 2000 - January 2005
Skills
Notary Public, Series 7, Series 63, Series 55, Equities, Banking, Finance, Sales, Customer Service, Market Research, Trading
Education
Iona College 2003 — 2005
Bachelor of Science (B.S.), Finance, Honors
Westchester Community College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Trustco Bank April 2010 - Present
Assent LLC January 2006 - April 2010
The Bank of New York August 2000 - January 2005
Skills
Notary Public, Series 7, Series 63, Series 55, Equities, Banking, Finance, Sales, Customer Service, Market Research, Trading
Education
Iona College 2003 — 2005
Bachelor of Science (B.S.), Finance, Honors
Westchester Community College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Brett Rattner's Assent LLC Experience March 2001 - July 2003
Job Senior Account Manager at Lundbeck
Industry Pharmaceuticals
Experience
Lundbeck January 2013 - Present
Somaxon Pharmaceuticals August 2010 - November 2011
Pfizer (formerly Wyeth) January 2007 - November 2009
Pfizer (formerly Wyeth) June 2004 - December 2006
PDI, Inc. August 2003 - June 2004
Assent LLC March 2001 - July 2003
Tradescape February 1999 - March 2001
Deutsche Bank (Formerly Bankers Trust) 1997 - 1998
Skills
Neurology, Pharmaceutical Industry, Cardiology, Pharmaceutical Sales, Selling, Gastroenterology, Managed Care, Pain Management, Psychiatry, Sales, Sales Operations, Hospital Sales, Infectious Diseases, Pulmonology, Hospitals, Internal Medicine, Medicare/Medicaid..., Hospital Reimbursement
Education
State University of New York at Binghamton 1992 — 1996
Bachelor of Arts, Economics
Lundbeck January 2013 - Present
Somaxon Pharmaceuticals August 2010 - November 2011
Pfizer (formerly Wyeth) January 2007 - November 2009
Pfizer (formerly Wyeth) June 2004 - December 2006
PDI, Inc. August 2003 - June 2004
Assent LLC March 2001 - July 2003
Tradescape February 1999 - March 2001
Deutsche Bank (Formerly Bankers Trust) 1997 - 1998
Skills
Neurology, Pharmaceutical Industry, Cardiology, Pharmaceutical Sales, Selling, Gastroenterology, Managed Care, Pain Management, Psychiatry, Sales, Sales Operations, Hospital Sales, Infectious Diseases, Pulmonology, Hospitals, Internal Medicine, Medicare/Medicaid..., Hospital Reimbursement
Education
State University of New York at Binghamton 1992 — 1996
Bachelor of Arts, Economics
Christopher G. Somoza's Assent LLC Experience 2003 - 2008
Job Equity Trader
Industry Financial Services
Experience
Proprietary 2012 - Present
Avatar Securities, LLC 2011 - 2011
WTS Proprietary Trading Group, LLC 2009 - 2011
Assent, LLC 2003 - 2008
Lehman Brothers Holdings Inc. 2000 - 2003
Skills
Series 7, Equity Trading, Proprietary Trading, Equities, Trading Systems, Trading Strategies, Trading, Options, Securities, Electronic Trading, ETFs
Education
Hofstra University
Finance
New York Institute of Technology-Old Westbury
Finance
Paul D. Schreiber High School
Proprietary 2012 - Present
Avatar Securities, LLC 2011 - 2011
WTS Proprietary Trading Group, LLC 2009 - 2011
Assent, LLC 2003 - 2008
Lehman Brothers Holdings Inc. 2000 - 2003
Skills
Series 7, Equity Trading, Proprietary Trading, Equities, Trading Systems, Trading Strategies, Trading, Options, Securities, Electronic Trading, ETFs
Education
Hofstra University
Finance
New York Institute of Technology-Old Westbury
Finance
Paul D. Schreiber High School
Charlie Joo's Assent LLC Experience April 2003 - June 2005
Job Trader at LES Trading, llc
Industry Financial Services
Experience
LES Trading, llc 2012 - Present
Alchemy Ventures LLC September 2007 - April 2009
Alpine Securities LLC July 2005 - September 2007
Assent LLC April 2003 - June 2005
World Co LLC August 2001 - April 2003
Skills
Options, Trading, Equity Trading, Proprietary Trading, Class Instructor. Risk...
Education
University of Illinois at Chicago 1995 — 1997
MS, Chemistry
University of Virginia 1990 — 1994
BA, Chemistry
LES Trading, llc 2012 - Present
Alchemy Ventures LLC September 2007 - April 2009
Alpine Securities LLC July 2005 - September 2007
Assent LLC April 2003 - June 2005
World Co LLC August 2001 - April 2003
Skills
Options, Trading, Equity Trading, Proprietary Trading, Class Instructor. Risk...
Education
University of Illinois at Chicago 1995 — 1997
MS, Chemistry
University of Virginia 1990 — 1994
BA, Chemistry
richard cho's Assent LLC Experience January 2003 - June 2010
Job Equity Trader at Avatar Securities, LLC
Industry Investment Banking
Experience
Avatar Securities, LLC April 2014 - Present
Chimera Securities October 2010 - April 2014
madison proprietary trading group LLC June 2010 - January 2011
Assent LLC January 2003 - June 2010
Hold Brothers February 2005 - June 2007
AXA Advisors June 2002 - December 2002
International Financial Services New York Inc. May 2001 - May 2002
Skills
Equities, Portfolio Management, Trading, Proprietary Trading
Education
Hofstra University 1997 — 2001
Bachelor of Business Administration, Banking and Finance
Avatar Securities, LLC April 2014 - Present
Chimera Securities October 2010 - April 2014
madison proprietary trading group LLC June 2010 - January 2011
Assent LLC January 2003 - June 2010
Hold Brothers February 2005 - June 2007
AXA Advisors June 2002 - December 2002
International Financial Services New York Inc. May 2001 - May 2002
Skills
Equities, Portfolio Management, Trading, Proprietary Trading
Education
Hofstra University 1997 — 2001
Bachelor of Business Administration, Banking and Finance
Alex Leba's Assent LLC Experience 2005 - 2010
Job Senior Sales Analyst at Sabre Corporation
Industry Consumer Goods
Experience
Sabre Corporation June 2015 - Present
Naterra International 2013 - 2015
Naterra International 2013 - 2013
Cameron 2011 - 2011
Naterra International 2011 - 2011
Assent LLC 2005 - 2010
Kershner Trading Group 2004 - 2005
Skills
Equities, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Business Strategy, Corporate Finance, Trading, Strategy, Market Research, RetailLink, Sales Analysis, Mergers & Acquisitions, Inventory Management, Forecasting, Operations Management, Financial Reporting, Financial Statements, Accounting, Accounts Payable, Management, Strategic Planning, Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance, 3.6
The University of Texas at Austin 2000 — 2004
BA, Economics
Sabre Corporation June 2015 - Present
Naterra International 2013 - 2015
Naterra International 2013 - 2013
Cameron 2011 - 2011
Naterra International 2011 - 2011
Assent LLC 2005 - 2010
Kershner Trading Group 2004 - 2005
Skills
Equities, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Business Strategy, Corporate Finance, Trading, Strategy, Market Research, RetailLink, Sales Analysis, Mergers & Acquisitions, Inventory Management, Forecasting, Operations Management, Financial Reporting, Financial Statements, Accounting, Accounts Payable, Management, Strategic Planning, Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance, 3.6
The University of Texas at Austin 2000 — 2004
BA, Economics
Junaid Gul, MBA's Assent LLC Experience January 2006 - August 2007
Job Executive Regulatory Reporting at Macquarie Group
Industry Financial Services
Experience
Macquarie Group November 2014 - Present
Macquarie Group December 2013 - November 2014
Sentinel Trust Company February 2013 - October 2013
U.T. System - Technology Commercialization - Horizon Fund March 2012 - February 2013
Prestige Economics August 2011 - December 2011
Charles Schwab August 2007 - April 2011
Assent LLC January 2006 - August 2007
KPMG June 2004 - August 2004
KPMG June 2003 - August 2003
KPMG June 2002 - August 2002
Skills
FINRA Series 7, FINRA Series 63, Financial Analysis, Technical Analysis, Customer Service, Options Strategies, Investment Strategies, Stock Trading, Economics, Excel, PowerPoint, Corporate Finance, Series 63, Series 7, Securities, Fixed Income Analysis, New Business Development, Venture Capital, Private Equity, Market Research, Equity Research, Equity Capital Markets, Fixed Income Portfolio..., Derivatives, Alternative Investments, Ethics, Financial Modeling, Bloomberg Terminal, ThomsonOne, Microsoft Excel, Knowledge Lake, Advent, Axys, Financial Statement...
Education
American School of Kuwait
St. Edward's University; University of Texas at Austin
St. Edward's University 2010 — 2012
MBA, Corporate Finance, 3.70
The University of Texas at Austin 2000 — 2005
Bachelor of Arts, Economics
The University of Texas at Austin 2000 — 2005
Business Foundation Program Certificate - McCombs School of Business
Macquarie Group November 2014 - Present
Macquarie Group December 2013 - November 2014
Sentinel Trust Company February 2013 - October 2013
U.T. System - Technology Commercialization - Horizon Fund March 2012 - February 2013
Prestige Economics August 2011 - December 2011
Charles Schwab August 2007 - April 2011
Assent LLC January 2006 - August 2007
KPMG June 2004 - August 2004
KPMG June 2003 - August 2003
KPMG June 2002 - August 2002
Skills
FINRA Series 7, FINRA Series 63, Financial Analysis, Technical Analysis, Customer Service, Options Strategies, Investment Strategies, Stock Trading, Economics, Excel, PowerPoint, Corporate Finance, Series 63, Series 7, Securities, Fixed Income Analysis, New Business Development, Venture Capital, Private Equity, Market Research, Equity Research, Equity Capital Markets, Fixed Income Portfolio..., Derivatives, Alternative Investments, Ethics, Financial Modeling, Bloomberg Terminal, ThomsonOne, Microsoft Excel, Knowledge Lake, Advent, Axys, Financial Statement...
Education
American School of Kuwait
St. Edward's University; University of Texas at Austin
St. Edward's University 2010 — 2012
MBA, Corporate Finance, 3.70
The University of Texas at Austin 2000 — 2005
Bachelor of Arts, Economics
The University of Texas at Austin 2000 — 2005
Business Foundation Program Certificate - McCombs School of Business
Nicholas Basoukos's Assent LLC Experience July 2007 - September 2009
Job HELLENIS JEWELRY
Industry Retail
Experience
HELLENIS JEWELRY October 2012 - Present
Master Call Corporation December 2008 - February 2013
Assent LLC July 2007 - September 2009
World-Link Communications, Inc. 2006 - 2007
Provifeed 2004 - 2005
Skills
Microsoft Office, Risk Management, Team Leadership, Customer Service, Strategic Planning, New Business Development, Social Media, Budgets, Business Strategy, Business Planning, Negotiation, Microsoft Excel, Marketing, Team Building, Contract Negotiation, Social Networking, Sales, Marketing Strategy, Management, Sales Management, Social Media Marketing, Event Management
Education
SUNY New Paltz 2002 — 2004
Bachelor of Science, Finance
New York College in Athens
HELLENIS JEWELRY October 2012 - Present
Master Call Corporation December 2008 - February 2013
Assent LLC July 2007 - September 2009
World-Link Communications, Inc. 2006 - 2007
Provifeed 2004 - 2005
Skills
Microsoft Office, Risk Management, Team Leadership, Customer Service, Strategic Planning, New Business Development, Social Media, Budgets, Business Strategy, Business Planning, Negotiation, Microsoft Excel, Marketing, Team Building, Contract Negotiation, Social Networking, Sales, Marketing Strategy, Management, Sales Management, Social Media Marketing, Event Management
Education
SUNY New Paltz 2002 — 2004
Bachelor of Science, Finance
New York College in Athens
james casella's Assent LLC Experience June 1999 - November 2007
Job Owner, Trading solutions Inc
Industry Financial Services
Experience
Trading solutions Inc June 2010 - Present
NPA Financial Services July 2009 - June 2010
David Lerner Associates April 2009 - July 2009
HSBC Bank Corporation December 2007 - May 2008
Countrywide Home Loans April 2007 - December 2007
Assent LLC June 1999 - November 2007
Education
State University of New York College at Plattsburgh 1995 — 1999
Business Management- Finance
Trading solutions Inc June 2010 - Present
NPA Financial Services July 2009 - June 2010
David Lerner Associates April 2009 - July 2009
HSBC Bank Corporation December 2007 - May 2008
Countrywide Home Loans April 2007 - December 2007
Assent LLC June 1999 - November 2007
Education
State University of New York College at Plattsburgh 1995 — 1999
Business Management- Finance
Eitan Spiro's Assent LLC Experience September 2005 - December 2008
Job Business Development at Questrade
Industry
Experience
Questrade July 2011 - Present
T3 Alpha Fund, LLC January 2009 - May 2011
Assent LLC September 2005 - December 2008
Skills
Equity Trading, Securities, New Business Development, Financial Analysis, Investments, Technical Analysis, Trading, Business Development, Marketing Strategy, Capital Markets, Equities, Sales
Education
Fairleigh Dickinson University 2009 — 2012
BA, Business
Questrade July 2011 - Present
T3 Alpha Fund, LLC January 2009 - May 2011
Assent LLC September 2005 - December 2008
Skills
Equity Trading, Securities, New Business Development, Financial Analysis, Investments, Technical Analysis, Trading, Business Development, Marketing Strategy, Capital Markets, Equities, Sales
Education
Fairleigh Dickinson University 2009 — 2012
BA, Business
Steven Jaime's Assent LLC Experience 2009 - 2011
Job Vice PresidentInvestments
Industry Investment Management
Experience
Ladenburg Thalmann Private Client Group & Middle Institutional MktsMorgan KeeganRaymond James2011 - 2013
Assent, LLC 2009 - 2011
Oppenheimer & Co. Inc. 2008 - 2009
Merrill Lynch 2005 - 2007
Lehman Brothers 2001 - 2003
Skills
Alternative Investments, Investments, Mutual Funds, Securities, Investment Strategies, Asset Allocation, Hedge Funds, Options, Investment Management, Asset Management, Equities, Trading, Capital Markets, Equity Trading, Hedging, Investment Banking, Valuation, Private Equity, Wealth Management, Fixed Income, Portfolio Management, Technical Analysis, Fundamental Analysis
Education
Southern Methodist University - Cox School of Business 1999 — 2001
MBA, Finance
Texas Tech University 1990 — 1994
BBA, Finance
Ladenburg Thalmann Private Client Group & Middle Institutional MktsMorgan KeeganRaymond James2011 - 2013
Assent, LLC 2009 - 2011
Oppenheimer & Co. Inc. 2008 - 2009
Merrill Lynch 2005 - 2007
Lehman Brothers 2001 - 2003
Skills
Alternative Investments, Investments, Mutual Funds, Securities, Investment Strategies, Asset Allocation, Hedge Funds, Options, Investment Management, Asset Management, Equities, Trading, Capital Markets, Equity Trading, Hedging, Investment Banking, Valuation, Private Equity, Wealth Management, Fixed Income, Portfolio Management, Technical Analysis, Fundamental Analysis
Education
Southern Methodist University - Cox School of Business 1999 — 2001
MBA, Finance
Texas Tech University 1990 — 1994
BBA, Finance
Bryan Saint Louis's Assent LLC Experience May 2006 - August 2007
Job Residential Asset Manager at Bayview Loan Servicing
Industry Financial Services
Experience
Bayview Loan Servicing, LLC January 2010 - Present
Bayview Loan Servicing January 2008 - January 2010
JP Morgan Account Transitions Specialist June 2006 - August 2007
Assent LLC May 2006 - August 2007
UBS financial Services Division August 2004 - December 2004
Skills
Mortgage Lending, Loss Mitigation, Mortgage Servicing, Credit, Underwriting, Loan Servicing, Asset Managment, Financial Analysis, Credit Analysis, Residential Mortgages, Default, FHA, Risk Management, Portfolio Management, MSP Administration, advance Excel 2010, PowerPoint 2010, Outlook 2010, Vbscript, Microsoft SQL Server, , InfoPath 2007 and 2010, Photoshop CS5, Illustrator CS5, Dreamweaver CS5, CSS3, MySQL, JavaScript, Ethical hacking, SharePoint 2010, Asset Management, Business Analysis, Finance, Loans, Microsoft Excel, Outlook, PowerPoint
Education
University of Miami 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.4
Bayview Loan Servicing, LLC January 2010 - Present
Bayview Loan Servicing January 2008 - January 2010
JP Morgan Account Transitions Specialist June 2006 - August 2007
Assent LLC May 2006 - August 2007
UBS financial Services Division August 2004 - December 2004
Skills
Mortgage Lending, Loss Mitigation, Mortgage Servicing, Credit, Underwriting, Loan Servicing, Asset Managment, Financial Analysis, Credit Analysis, Residential Mortgages, Default, FHA, Risk Management, Portfolio Management, MSP Administration, advance Excel 2010, PowerPoint 2010, Outlook 2010, Vbscript, Microsoft SQL Server, , InfoPath 2007 and 2010, Photoshop CS5, Illustrator CS5, Dreamweaver CS5, CSS3, MySQL, JavaScript, Ethical hacking, SharePoint 2010, Asset Management, Business Analysis, Finance, Loans, Microsoft Excel, Outlook, PowerPoint
Education
University of Miami 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.4
Peter T. Anselmi's Assent LLC Experience September 2005 - August 2006
Job
Industry Financial Services
Experience
Wells Fargo September 2006 - January 2012
Assent LLC September 2005 - August 2006
Pershing Trading Company September 1983 - June 2005
Education
New York University 1978 — 1983
BS, Finance/Management Majors/Chemistry Minor
Archbishop Molloy HS 1974 — 1978
Wells Fargo September 2006 - January 2012
Assent LLC September 2005 - August 2006
Pershing Trading Company September 1983 - June 2005
Education
New York University 1978 — 1983
BS, Finance/Management Majors/Chemistry Minor
Archbishop Molloy HS 1974 — 1978
Kevin Engelman's Assent LLC Experience March 2009 - August 2010
Job Pricing Analyst at Plymouth Rock Energy
Industry Utilities
Experience
Plymouth Rock Energy November 2011 - Present
Aurora Energy Advisors LLC March 2011 - May 2011
Assent LLC March 2009 - August 2010
Skills
Electricity Markets, Procurement, Microsoft Office
Education
Baruch College
Plymouth Rock Energy November 2011 - Present
Aurora Energy Advisors LLC March 2011 - May 2011
Assent LLC March 2009 - August 2010
Skills
Electricity Markets, Procurement, Microsoft Office
Education
Baruch College
Constantine Kaplun's Assent LLC Experience October 2006 - April 2008
Job Takion
Industry Capital Markets
Experience
T3 Trading Group, LLC April 2008 - September 2011
Assent, LLC October 2006 - April 2008
Generic Trading of Philadelphia, LLC January 2004 - September 2006
Hold Brothers On-line Investment Services, LLC January 2003 - December 2003
Education
Brandeis University 1998 — 2002
T3 Trading Group, LLC April 2008 - September 2011
Assent, LLC October 2006 - April 2008
Generic Trading of Philadelphia, LLC January 2004 - September 2006
Hold Brothers On-line Investment Services, LLC January 2003 - December 2003
Education
Brandeis University 1998 — 2002
Jaquan Wright's Assent LLC Experience August 2007 - March 2010
Job Equities Trader
Industry Investment Management
Experience
Quasar Trading May 2013 - Present
WTS Proprietary Trading Group, LLC August 2011 - December 2012
Brooklyn 4 Brooklyn Advisory Board September 2011 - October 2012
Summit Trading LLC February 2011 - June 2011
Assent LLC August 2007 - March 2010
Howrey LLP/CapAnalysis June 2006 - August 2006
Skills
Technical Analysis, Fundamental Analysis, Equity Trading, Hands-on Training, Market Analysis, Financial Market...
Education
State University of New York College at Oneonta 2006 — 2009
Bachelor of Science (BS), Business/Managerial Economics
Quasar Trading May 2013 - Present
WTS Proprietary Trading Group, LLC August 2011 - December 2012
Brooklyn 4 Brooklyn Advisory Board September 2011 - October 2012
Summit Trading LLC February 2011 - June 2011
Assent LLC August 2007 - March 2010
Howrey LLP/CapAnalysis June 2006 - August 2006
Skills
Technical Analysis, Fundamental Analysis, Equity Trading, Hands-on Training, Market Analysis, Financial Market...
Education
State University of New York College at Oneonta 2006 — 2009
Bachelor of Science (BS), Business/Managerial Economics
April Zhong's Assent LLC Experience November 2003 - December 2009
Job associate director at UNCchapel hill
Industry Education Management
Experience
UNC-chapel hill October 2013 - Present
UNC Kenan-Flagler 2013 - Present
KFBS, University of North Carolina at Chapel Hill 2013 - Present
Assent LLC November 2003 - December 2009
Worldco, LLC June 2001 - November 2003
Ministry of Construction, China June 1994 - September 1998
Skills
Equities, Investments, Research
Education
Columbia University in the City of New York 1999 — 2001
MPA, Finance and Financial Management Services
Peking University 1989 — 1994
BA
UNC-chapel hill October 2013 - Present
UNC Kenan-Flagler 2013 - Present
KFBS, University of North Carolina at Chapel Hill 2013 - Present
Assent LLC November 2003 - December 2009
Worldco, LLC June 2001 - November 2003
Ministry of Construction, China June 1994 - September 1998
Skills
Equities, Investments, Research
Education
Columbia University in the City of New York 1999 — 2001
MPA, Finance and Financial Management Services
Peking University 1989 — 1994
BA
Stephen Lozada's Assent LLC Experience December 2007 - July 2010
Job Owner
Industry Financial Services
Experience
Avatar LLC October 2008 - Present
Assent LLC December 2007 - July 2010
Hold Brothers On-line Investment Services, LLC September 2004 - December 2007
Skills
Financial Services, Financial Risk, Financial Analysis, US Equities, Economics, Economy, Operations Management, Life & Health Insurance...
Education
Stevens Institute of Technology 2010 — 2016
Master’s Degree
New Jersey City University, Jersey City, NJ 1999 — 2001
Bachelor of Science (BS), Economics
Avatar LLC October 2008 - Present
Assent LLC December 2007 - July 2010
Hold Brothers On-line Investment Services, LLC September 2004 - December 2007
Skills
Financial Services, Financial Risk, Financial Analysis, US Equities, Economics, Economy, Operations Management, Life & Health Insurance...
Education
Stevens Institute of Technology 2010 — 2016
Master’s Degree
New Jersey City University, Jersey City, NJ 1999 — 2001
Bachelor of Science (BS), Economics