Bay Crest Partners, LLC
Industry: Company
DescriptionFounded: 1993 Parent organization: Freedom Holding Group Llc Subsidiary: Amerivest Partners LLC
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Bay Crest Partners, LLC Employees
Employee
Years
Job
Industry
Dana M. Panzer Dana M. Panzer's Bay Crest Partners, LLC Experience August 2009 - August 2010
Job
Industry Hospital & Health Care
Experience
Lenox Hill Hospital - The Manhattan Eye, Ear & Throat Hospital July 2014 - Present
Stony Brook University Medical Center June 2012 - June 2014
Bay Crest Partners, LLC August 2009 - August 2010
FTL Solar June 2008 - June 2009
Second Wind Inc. January 2008 - June 2008
Tufts University September 2005 - January 2008
Skills
Research, Business Development, Project Management, Healthcare, Public Health, Health Education, Medicine, Data Analysis, PowerPoint, Surgery
Education
Stony Brook University 2012 — 2014
Master of Science (M.S.), Physician Assistant
Tufts University 2005 — 2008
Master of Arts (M.A.), Urban Planning, Environmental Policy, Renewable Energy
Tufts University 2002 — 2005
BA, Economics
Lenox Hill Hospital - The Manhattan Eye, Ear & Throat Hospital July 2014 - Present
Stony Brook University Medical Center June 2012 - June 2014
Bay Crest Partners, LLC August 2009 - August 2010
FTL Solar June 2008 - June 2009
Second Wind Inc. January 2008 - June 2008
Tufts University September 2005 - January 2008
Skills
Research, Business Development, Project Management, Healthcare, Public Health, Health Education, Medicine, Data Analysis, PowerPoint, Surgery
Education
Stony Brook University 2012 — 2014
Master of Science (M.S.), Physician Assistant
Tufts University 2005 — 2008
Master of Arts (M.A.), Urban Planning, Environmental Policy, Renewable Energy
Tufts University 2002 — 2005
BA, Economics
Joseph Cipriano Joseph Cipriano's Bay Crest Partners, LLC Experience May 2007 - June 2011
Job Equity Trading Assistant at BGC Partners
Industry Financial Services
Experience
BGC Partners September 2014 - Present
Morgan Stanley June 2011 - August 2014
Bay Crest Partners, LLC May 2007 - June 2011
Skills
Equities, Series 7, Series 55, Series 63, Bloomberg, Hedge Funds, Derivatives, Options, Trading, Trading Systems
Education
Pace University - Lubin School of Business 2005 — 2009
BBA, Finance, Economics
BGC Partners September 2014 - Present
Morgan Stanley June 2011 - August 2014
Bay Crest Partners, LLC May 2007 - June 2011
Skills
Equities, Series 7, Series 55, Series 63, Bloomberg, Hedge Funds, Derivatives, Options, Trading, Trading Systems
Education
Pace University - Lubin School of Business 2005 — 2009
BBA, Finance, Economics
Brian Mulcahy Brian Mulcahy's Bay Crest Partners, LLC Experience August 2004 - April 2008
Job Sales Director, East at Opera Mediaworks
Industry Internet
Experience
Opera Mediaworks January 2015 - Present
AdColony (Acquired by Opera Mediaworks) March 2014 - December 2014
Martini Media Inc. May 2012 - February 2014
Martini Media Inc. July 2010 - May 2012
Winstar Interactive July 2008 - August 2010
T.A.G. Securities April 2008 - July 2008
Bay Crest Partners LLC. August 2004 - April 2008
Moors & Cabot June 2000 - August 2004
Skills
Advertising, Research, Digital Marketing, Sales, Account Management, Salesforce.com, Integrated Marketing, Online Advertising, Marketing, Social Media, Business Development, Sales Management, Digital Media, Digital Strategy, Mobile Marketing, Media Buying, Ad Serving, Management, Lead Generation, Google Analytics
Education
The New Actors Workshop 2000 — 2002
Theatre and Improv
Salem State University 2000 — 2001
History
Opera Mediaworks January 2015 - Present
AdColony (Acquired by Opera Mediaworks) March 2014 - December 2014
Martini Media Inc. May 2012 - February 2014
Martini Media Inc. July 2010 - May 2012
Winstar Interactive July 2008 - August 2010
T.A.G. Securities April 2008 - July 2008
Bay Crest Partners LLC. August 2004 - April 2008
Moors & Cabot June 2000 - August 2004
Skills
Advertising, Research, Digital Marketing, Sales, Account Management, Salesforce.com, Integrated Marketing, Online Advertising, Marketing, Social Media, Business Development, Sales Management, Digital Media, Digital Strategy, Mobile Marketing, Media Buying, Ad Serving, Management, Lead Generation, Google Analytics
Education
The New Actors Workshop 2000 — 2002
Theatre and Improv
Salem State University 2000 — 2001
History
Victoria E. Thomas's Bay Crest Partners, LLC Experience June 1996 - March 2001
Job President of Operations at The Pink Tub, LLC
Industry Consumer Goods
Experience
The PINK Tub March 2012 - Present
TaskRabbit February 2012 - Present
NYU School of Medicine October 2011 - November 2012
INVISION Inc. February 2005 - October 2011
Trinity Church May 2009 - December 2009
MTV Networks October 2002 - January 2005
Bay Crest Partners, LLC June 1996 - March 2001
Skills
Photoshop, Illustrator, Flash, After Effects, Chyron, Dreamweaver, Final Cut Pro, Digital Media, Social Media, Advertising, Sales, Film, Online Advertising, Social Media Marketing, Entertainment, Management, Editing, Marketing Strategy, Video, Social Networking, Blogging, Video Production, Television, Newsletters, HTML, Microsoft Word
Education
City University of New York-Brooklyn College 2011 — 2016
B.A., International Business Management & Human Resources, ( Senior )
Borough of Manhattan Community College 2001 — 2009
A.A.S., Multimedia Programming & Video, ( Under-Graduate )
Roosevelt High School 1983 — 1987
The PINK Tub March 2012 - Present
TaskRabbit February 2012 - Present
NYU School of Medicine October 2011 - November 2012
INVISION Inc. February 2005 - October 2011
Trinity Church May 2009 - December 2009
MTV Networks October 2002 - January 2005
Bay Crest Partners, LLC June 1996 - March 2001
Skills
Photoshop, Illustrator, Flash, After Effects, Chyron, Dreamweaver, Final Cut Pro, Digital Media, Social Media, Advertising, Sales, Film, Online Advertising, Social Media Marketing, Entertainment, Management, Editing, Marketing Strategy, Video, Social Networking, Blogging, Video Production, Television, Newsletters, HTML, Microsoft Word
Education
City University of New York-Brooklyn College 2011 — 2016
B.A., International Business Management & Human Resources, ( Senior )
Borough of Manhattan Community College 2001 — 2009
A.A.S., Multimedia Programming & Video, ( Under-Graduate )
Roosevelt High School 1983 — 1987
Jennifer Ehrhardt Robock Jennifer Ehrhardt Robock's Bay Crest Partners, LLC Experience June 2006 - October 2007
Job Challenge Detroit Fellow/Data Analyst at Hospice of Michigan
Industry Nonprofit Organization Management
Experience
Hospice of Michigan September 2014 - Present
Challenge Detroit September 2014 - Present
University of Michigan January 2014 - July 2014
Ehrhardt's Inc. August 2013 - November 2013
Longbow Capital Partners LP March 2013 - August 2013
Clean Value Partners, LLC (acquired by Longbow Capital Partners, LP - March 2013) June 2011 - August 2013
American Express November 2010 - June 2011
Paramount BioSciences October 2007 - October 2010
Bay Crest Partners, LLC June 2006 - October 2007
Skills
Public Speaking, Community Outreach, Data Analysis, Operations Management, Volunteer Management, Team Leadership, Design Thinking, MS Excel Pivot Tables, Higher Education, Program Development, Investor Relations, Due Diligence, Event Management, Event Planning, Hedge Funds, Private Equity, Portfolio Management, Mergers & Acquisitions, Investments, Securities, Equities, Investment Banking, Accounting, Blogging
Education
Susquehanna University 2002 — 2006
Bachelor of Science Degree in Business Administration, Finance and Economics
Wallenpaupack Area High School
Hospice of Michigan September 2014 - Present
Challenge Detroit September 2014 - Present
University of Michigan January 2014 - July 2014
Ehrhardt's Inc. August 2013 - November 2013
Longbow Capital Partners LP March 2013 - August 2013
Clean Value Partners, LLC (acquired by Longbow Capital Partners, LP - March 2013) June 2011 - August 2013
American Express November 2010 - June 2011
Paramount BioSciences October 2007 - October 2010
Bay Crest Partners, LLC June 2006 - October 2007
Skills
Public Speaking, Community Outreach, Data Analysis, Operations Management, Volunteer Management, Team Leadership, Design Thinking, MS Excel Pivot Tables, Higher Education, Program Development, Investor Relations, Due Diligence, Event Management, Event Planning, Hedge Funds, Private Equity, Portfolio Management, Mergers & Acquisitions, Investments, Securities, Equities, Investment Banking, Accounting, Blogging
Education
Susquehanna University 2002 — 2006
Bachelor of Science Degree in Business Administration, Finance and Economics
Wallenpaupack Area High School
Frances Eaton's Bay Crest Partners, LLC Experience May 2009 - August 2009
Job Associate Global Macro Products Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2013 - Present
Bloomberg October 2011 - May 2013
Bloomberg August 2010 - October 2011
Bay Crest Partners, LLC May 2009 - August 2009
CapRock Communications May 2008 - August 2008
Skills
Bloomberg Terminal, Equities, Financial Analysis, Microsoft Excel, Hedge Funds, Valuation, PowerPoint, Corporate Finance, Sales, Microsoft Office, Relationship Management, Account Management, Social Media, Marketing, Finance, Customer Service, Financial Services, CRM, Fixed Income, Securities
Education
The University of Georgia 2006 — 2010
BA, Banking & Finance
Georgetown Visitation Preparatory School 2002 — 2006
Credit Suisse June 2013 - Present
Bloomberg October 2011 - May 2013
Bloomberg August 2010 - October 2011
Bay Crest Partners, LLC May 2009 - August 2009
CapRock Communications May 2008 - August 2008
Skills
Bloomberg Terminal, Equities, Financial Analysis, Microsoft Excel, Hedge Funds, Valuation, PowerPoint, Corporate Finance, Sales, Microsoft Office, Relationship Management, Account Management, Social Media, Marketing, Finance, Customer Service, Financial Services, CRM, Fixed Income, Securities
Education
The University of Georgia 2006 — 2010
BA, Banking & Finance
Georgetown Visitation Preparatory School 2002 — 2006
Kristen Chiriaco's Bay Crest Partners, LLC Experience January 2009 - January 2013
Job Financial Professional
Industry Financial Services
Experience
Bay Crest Partners, LLC January 2009 - January 2013
Lehman Brothers 1989 - 2008
Prudential Bache Securities January 1987 - March 1989
Skills
Equities, Series 7, Bonds, Hedge Funds, Securities, Bloomberg, Investments, Fixed Income, Series 63, Electronic Trading, Derivatives, Trading, Capital Markets, Alternative Investments, FINRA
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Finance
Rutgers University-New Brunswick 1982 — 1986
BS, Business Economics
Bay Crest Partners, LLC January 2009 - January 2013
Lehman Brothers 1989 - 2008
Prudential Bache Securities January 1987 - March 1989
Skills
Equities, Series 7, Bonds, Hedge Funds, Securities, Bloomberg, Investments, Fixed Income, Series 63, Electronic Trading, Derivatives, Trading, Capital Markets, Alternative Investments, FINRA
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Finance
Rutgers University-New Brunswick 1982 — 1986
BS, Business Economics
Kenneth W. Jankowsky Kenneth W. Jankowsky's Bay Crest Partners, LLC Experience April 2005 - October 2006
Job Business Professional
Industry Financial Services
Experience
Northwestern Mutual August 2009 - March 2012
Tag Securities April 2007 - July 2009
Bay Crest Partners, LLC April 2005 - October 2006
R.J. Murphy&Associates,LLC June 1997 - April 2005
Skills
Series 7, Series 63, Securities, Equities, Trading, ETFs, Investments, Bloomberg, Hedge Funds, Electronic Trading, Equity Trading, Trading Systems, Uniform Combined State...
Education
University of Massachusetts Lowell 1995 — 1997
BA, Legal Studies and Sociology
Santa Fe Community College 1992 — 1994
Toms River East HS 1988 — 1992
Northwestern Mutual August 2009 - March 2012
Tag Securities April 2007 - July 2009
Bay Crest Partners, LLC April 2005 - October 2006
R.J. Murphy&Associates,LLC June 1997 - April 2005
Skills
Series 7, Series 63, Securities, Equities, Trading, ETFs, Investments, Bloomberg, Hedge Funds, Electronic Trading, Equity Trading, Trading Systems, Uniform Combined State...
Education
University of Massachusetts Lowell 1995 — 1997
BA, Legal Studies and Sociology
Santa Fe Community College 1992 — 1994
Toms River East HS 1988 — 1992
Danielle Fox's Bay Crest Partners, LLC Experience August 2009 - September 2010
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
J.P. Morgan October 2010 - June 2015
Bay Crest Partners, LLC August 2009 - September 2010
Relegence Corporation, An AOL Company May 2007 - June 2009
Skills
Hedge Funds, Equities, Bloomberg, Series 7, Series 63, Securities, Fixed Income, Salesforce.com, Electronic Trading, FINRA, Equity Research, Equity Derivatives, Strategic Financial..., Data Analysis, Economics, Equity Trading, Financial Services, Trading Systems, Portfolio Management, Series 55, Thompson One, Prime Brokerage, Microsoft Excel, Bloomberg Terminal, PowerPoint, Microsoft Word, Microsoft Office
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University 2003 — 2007
Bachelor's Degree
Kent Place School 1999 — 2003
High School
J.P. Morgan October 2010 - June 2015
Bay Crest Partners, LLC August 2009 - September 2010
Relegence Corporation, An AOL Company May 2007 - June 2009
Skills
Hedge Funds, Equities, Bloomberg, Series 7, Series 63, Securities, Fixed Income, Salesforce.com, Electronic Trading, FINRA, Equity Research, Equity Derivatives, Strategic Financial..., Data Analysis, Economics, Equity Trading, Financial Services, Trading Systems, Portfolio Management, Series 55, Thompson One, Prime Brokerage, Microsoft Excel, Bloomberg Terminal, PowerPoint, Microsoft Word, Microsoft Office
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University 2003 — 2007
Bachelor's Degree
Kent Place School 1999 — 2003
High School
Noelle Tullio Noelle Tullio's Bay Crest Partners, LLC Experience May 2010 - August 2010
Job Consultant
Industry Financial Services
Experience
The Advisory Board Company September 2013 - Present
Navigant Consulting August 2012 - September 2013
The Ayco Company, L.P., A Goldman Sachs Company September 2011 - April 2012
Bay Crest Partners, LLC May 2010 - August 2010
First National Bank of Scotia May 2009 - January 2010
Skills
Bloomberg, Portfolio Management, Analysis, Valuation, Finance, Investments, Financial Modeling, Due Diligence
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
BS, Finance, Marketing
Syracuse University in Florence, Italy
The Advisory Board Company September 2013 - Present
Navigant Consulting August 2012 - September 2013
The Ayco Company, L.P., A Goldman Sachs Company September 2011 - April 2012
Bay Crest Partners, LLC May 2010 - August 2010
First National Bank of Scotia May 2009 - January 2010
Skills
Bloomberg, Portfolio Management, Analysis, Valuation, Finance, Investments, Financial Modeling, Due Diligence
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
BS, Finance, Marketing
Syracuse University in Florence, Italy
Chris Dearborn's Bay Crest Partners, LLC Experience December 2008 - May 2011
Job Managing Director, Market Intelligence Desk at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX April 2013 - Present
Phoenix Partners Group April 2011 - April 2013
Bay Crest Partners, LLC December 2008 - May 2011
EW Trading August 2007 - November 2008
Van Der Moolen Specialists, LLC June 1997 - August 2007
VDM Specialists USA 1999 - 2007
Lawrence O'Donnell Marcus June 1994 - August 1999
Spear Leeds and Kellogg 1992 - 1994
Skills
Equities, Capital Markets, Derivatives, Hedge Funds, FINRA, Trading, Securities, Options, Management, Investments, Mutual Funds, Equity Trading, Investor Relations
Education
University of Dayton 1987 — 1991
Chaminade High School, Mineola, NY 1983 — 1987
NASDAQ OMX April 2013 - Present
Phoenix Partners Group April 2011 - April 2013
Bay Crest Partners, LLC December 2008 - May 2011
EW Trading August 2007 - November 2008
Van Der Moolen Specialists, LLC June 1997 - August 2007
VDM Specialists USA 1999 - 2007
Lawrence O'Donnell Marcus June 1994 - August 1999
Spear Leeds and Kellogg 1992 - 1994
Skills
Equities, Capital Markets, Derivatives, Hedge Funds, FINRA, Trading, Securities, Options, Management, Investments, Mutual Funds, Equity Trading, Investor Relations
Education
University of Dayton 1987 — 1991
Chaminade High School, Mineola, NY 1983 — 1987
Mark Joseph Bennett's Bay Crest Partners, LLC Experience September 2007 - Present
Job Registered Options Principal, Director
Industry Investment Management
Experience
Bay Crest Partners, LLC September 2007 - Present
Skills
Series 4, Series 7, Series 63, Series 55, Financial Analysis, Options, Financial Markets, Financial Modeling, Equity Derivatives, Series 24, Proprietary Trading, Trading Systems, Bloomberg, Equity Trading, FINRA, Fixed Income, Capital Markets, ETFs, Trading, Securities, Swaps, Equities, Alternative Investments, Hedge Funds, Investments, Derivatives, Electronic Trading
Education
Muhlenberg College 2002 — 2006
Bachelor's, Economics
Fair Lawn
Bay Crest Partners, LLC September 2007 - Present
Skills
Series 4, Series 7, Series 63, Series 55, Financial Analysis, Options, Financial Markets, Financial Modeling, Equity Derivatives, Series 24, Proprietary Trading, Trading Systems, Bloomberg, Equity Trading, FINRA, Fixed Income, Capital Markets, ETFs, Trading, Securities, Swaps, Equities, Alternative Investments, Hedge Funds, Investments, Derivatives, Electronic Trading
Education
Muhlenberg College 2002 — 2006
Bachelor's, Economics
Fair Lawn
Patrice A. Naughton's Bay Crest Partners, LLC Experience 2009 - 2010
Job Director, Securities Middle Office Change
Industry Financial Services
Experience
UBS Investment Bank June 2012 - Present
MF Global Inc 2010 - 2011
Bay Crest Partners, LLC 2009 - 2010
JP Morgan 2008 - 2008
Bear Stearns 1985 - 2008
Skills
Restructuring, Acquisition Integration, Product Development, Cost Reduction, Equities, Series 7, Series 24, Project Management, Team Management, Team Leadership, Cross-functional Team..., Regulatory Compliance, Middle Office, Equity Capital Markets, Project Implementation, Change Management, International Equities, Process Improvement, Strategic Planning, Decisive, Innovative Problem..., Multitasker, New Business Development, Oral Communications, Performance and..., Compliance, Electronic Trading, Trading, Securities, Options, Trading Systems, Strategy, Risk Management, Bloomberg, Capital Markets, Market Data, Program Management, CRM, FINRA, Investments, Equity Trading, Mergers & Acquisitions, Fixed Income, Financial Analysis, Back Office, Portfolio Management, Derivatives, Financial Risk, Financial Services, Settlement
Education
New York University
Basic Project Management
State University of New York College at Buffalo
Bachelor of Arts, English
UBS Investment Bank June 2012 - Present
MF Global Inc 2010 - 2011
Bay Crest Partners, LLC 2009 - 2010
JP Morgan 2008 - 2008
Bear Stearns 1985 - 2008
Skills
Restructuring, Acquisition Integration, Product Development, Cost Reduction, Equities, Series 7, Series 24, Project Management, Team Management, Team Leadership, Cross-functional Team..., Regulatory Compliance, Middle Office, Equity Capital Markets, Project Implementation, Change Management, International Equities, Process Improvement, Strategic Planning, Decisive, Innovative Problem..., Multitasker, New Business Development, Oral Communications, Performance and..., Compliance, Electronic Trading, Trading, Securities, Options, Trading Systems, Strategy, Risk Management, Bloomberg, Capital Markets, Market Data, Program Management, CRM, FINRA, Investments, Equity Trading, Mergers & Acquisitions, Fixed Income, Financial Analysis, Back Office, Portfolio Management, Derivatives, Financial Risk, Financial Services, Settlement
Education
New York University
Basic Project Management
State University of New York College at Buffalo
Bachelor of Arts, English
Christopher Panfili's Bay Crest Partners, LLC Experience May 2009 - January 2011
Job Project Manager at Ryan Homes
Industry Real Estate
Experience
Ryan Homes May 2013 - Present
Ryan Homes March 2012 - Present
Merrill Lynch April 2011 - March 2012
Bay Crest Partners, LLC May 2009 - January 2011
Education
Davidson College 2005 — 2009
Bachelor of Arts, Economics
Ryan Homes May 2013 - Present
Ryan Homes March 2012 - Present
Merrill Lynch April 2011 - March 2012
Bay Crest Partners, LLC May 2009 - January 2011
Education
Davidson College 2005 — 2009
Bachelor of Arts, Economics
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