Bear Wagner Specialists
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Bear Wagner Specialists Employees
Employee
Years
Job
Industry
Jasmine Victoria Jasmine Victoria's Bear Wagner Specialists Experience June 2000 - September 2000
Job Operations Director at Primal 7
Industry Health, Wellness and Fitness
Experience
Primal 7 August 2014 - Present
Her Birthright December 2013 - Present
GOOD Worldwide, LLC February 2013 - Present
A Glimmer of Hope February 2013 - November 2013
A Glimmer of Hope March 2012 - February 2013
American Red Cross September 2011 - February 2012
Incoming Inc March 2009 - April 2011
RESET Creative July 2006 - March 2009
Goldman Sachs July 2004 - June 2006
Bear Wagner Specialists June 2000 - September 2000
Skills
Organizational..., Project Execution, Resource Management, Entrepreneur, Company Secretarial, Budgeting, Research, Microsoft Office, Publicity, Entrepreneurship, Strategic Planning, Non-profits, Project Management, Budgets, Nonprofits, Program Management, Program Development, Public Speaking, Event Planning, Public Relations, Fundraising, Marketing, Management, Strategic Partnerships, Start-ups, Social Media, Online Advertising, Digital Marketing
Education
Duke University 2000 — 2004
BA, International Business, Markets & Management, Entrepreneurship
Saint John's University 2011 — 2011
Emergency Medical Technician, EMT-B
The Chapin School 1994 — 2000
The Mountain School 1998 — 1998
Prep for Prep 1991 — 1993
Primal 7 August 2014 - Present
Her Birthright December 2013 - Present
GOOD Worldwide, LLC February 2013 - Present
A Glimmer of Hope February 2013 - November 2013
A Glimmer of Hope March 2012 - February 2013
American Red Cross September 2011 - February 2012
Incoming Inc March 2009 - April 2011
RESET Creative July 2006 - March 2009
Goldman Sachs July 2004 - June 2006
Bear Wagner Specialists June 2000 - September 2000
Skills
Organizational..., Project Execution, Resource Management, Entrepreneur, Company Secretarial, Budgeting, Research, Microsoft Office, Publicity, Entrepreneurship, Strategic Planning, Non-profits, Project Management, Budgets, Nonprofits, Program Management, Program Development, Public Speaking, Event Planning, Public Relations, Fundraising, Marketing, Management, Strategic Partnerships, Start-ups, Social Media, Online Advertising, Digital Marketing
Education
Duke University 2000 — 2004
BA, International Business, Markets & Management, Entrepreneurship
Saint John's University 2011 — 2011
Emergency Medical Technician, EMT-B
The Chapin School 1994 — 2000
The Mountain School 1998 — 1998
Prep for Prep 1991 — 1993
Christian Dammann's Bear Wagner Specialists Experience March 2004 - May 2007
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Smith Barney May 2007 - June 2010
Bear Wagner Specialists March 2004 - May 2007
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Retirement, Investment Strategies, Investments, Strategic Financial..., IRAs, Financial Advisory, Estate Planning, Alternative Investments, Fixed Annuities, Electronic Trading, Equities, Equity Trading, FINRA, Finance, Financial Markets, Risk Management, Securities, Trading
Education
Southern Connecticut State University 1993 — 1997
Accounting and Business/Management
Merrill Lynch June 2010 - Present
Smith Barney May 2007 - June 2010
Bear Wagner Specialists March 2004 - May 2007
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Retirement, Investment Strategies, Investments, Strategic Financial..., IRAs, Financial Advisory, Estate Planning, Alternative Investments, Fixed Annuities, Electronic Trading, Equities, Equity Trading, FINRA, Finance, Financial Markets, Risk Management, Securities, Trading
Education
Southern Connecticut State University 1993 — 1997
Accounting and Business/Management
Meghan Rose Meghan Rose's Bear Wagner Specialists Experience July 2006 - August 2006
Job Account Director at Wunderman
Industry Marketing and Advertising
Experience
Wunderman August 2014 - Present
Digitas Health October 2013 - August 2014
Digitas Health October 2012 - September 2013
Digitas Health October 2010 - September 2012
Digitas Health October 2009 - September 2010
Digitas Health July 2008 - September 2009
DigitasLBi_US June 2007 - August 2007
Bear Wagner Specialists July 2006 - August 2006
Bear Wagner Specialists June 2005 - July 2005
Skills
Healthcare, Competitive Analysis, Marketing Strategy, Digital Marketing, Integrated Marketing, Digital Strategy, Facebook, YouTube, Pharmaceutical Industry, Advertising, Pharmaceutics, Social Media Marketing, Social Media, Website Development, Digital Media, SEO, Mobile Marketing, Brand Management, Interactive Marketing, Creative Direction, Marketing, Direct Marketing, Email Marketing, Online Advertising, Relationship Marketing, Online Marketing
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Economics, Marketing
Garden City Senior High School 2000 — 2004
Honors Regents Diploma
Wunderman August 2014 - Present
Digitas Health October 2013 - August 2014
Digitas Health October 2012 - September 2013
Digitas Health October 2010 - September 2012
Digitas Health October 2009 - September 2010
Digitas Health July 2008 - September 2009
DigitasLBi_US June 2007 - August 2007
Bear Wagner Specialists July 2006 - August 2006
Bear Wagner Specialists June 2005 - July 2005
Skills
Healthcare, Competitive Analysis, Marketing Strategy, Digital Marketing, Integrated Marketing, Digital Strategy, Facebook, YouTube, Pharmaceutical Industry, Advertising, Pharmaceutics, Social Media Marketing, Social Media, Website Development, Digital Media, SEO, Mobile Marketing, Brand Management, Interactive Marketing, Creative Direction, Marketing, Direct Marketing, Email Marketing, Online Advertising, Relationship Marketing, Online Marketing
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Economics, Marketing
Garden City Senior High School 2000 — 2004
Honors Regents Diploma
Shaun Williams, APMA Shaun Williams, APMA's Bear Wagner Specialists Experience August 2003 - August 2006
Job Senior Internal Sales Consultant at Janus Capital Group
Industry Investment Management
Experience
PEAK Adventure Travel June 2011 - December 2012
PEAK Adventure Travel June 2009 - May 2011
Raytheon Polar Services September 2008 - February 2009
Franz Josef Glacier Guides October 2007 - June 2008
Bear Wagner Specialists August 2003 - August 2006
Wolverine Trading June 2001 - July 2003
The University of Texas at Austin September 2000 - May 2001
Skills
Management, Program Management, Strategic Planning, Business Strategy, Project Management, Process Improvement, Business Analysis, Risk Management, Organizational..., Data Analysis, Project Planning, Marketing Strategy, Microsoft Office, Trading, Electronic Trading, Options, Options Strategies, Futures Trading, Property Management, Pricing, Tourism, Tourism Management, Mountaineering, Rock Climbing, Microsoft Excel, Fast-paced, Creative Solutions, Customer Service, Critical Thinking, Management Consulting, Product Lifecycle..., Resource Management, Inventory Management, Crisis Management, Crisis Communications, Cultural Adaptation, Interpersonal..., Statistical Modeling, Change Management, Mergers & Acquisitions, Travel Management, Strategy, Leadership, Fast Learner, Problem Solving, Collaboration, Self Starter, Merger Management, Series 7, Series 63
Education
The University of Texas at Austin 1999 — 2001
Bachelor of Business Administration (BBA), Finance, General, 4.0/4.0
Texas Academy of Mathematics and Science 1997 — 1999
PEAK Adventure Travel June 2011 - December 2012
PEAK Adventure Travel June 2009 - May 2011
Raytheon Polar Services September 2008 - February 2009
Franz Josef Glacier Guides October 2007 - June 2008
Bear Wagner Specialists August 2003 - August 2006
Wolverine Trading June 2001 - July 2003
The University of Texas at Austin September 2000 - May 2001
Skills
Management, Program Management, Strategic Planning, Business Strategy, Project Management, Process Improvement, Business Analysis, Risk Management, Organizational..., Data Analysis, Project Planning, Marketing Strategy, Microsoft Office, Trading, Electronic Trading, Options, Options Strategies, Futures Trading, Property Management, Pricing, Tourism, Tourism Management, Mountaineering, Rock Climbing, Microsoft Excel, Fast-paced, Creative Solutions, Customer Service, Critical Thinking, Management Consulting, Product Lifecycle..., Resource Management, Inventory Management, Crisis Management, Crisis Communications, Cultural Adaptation, Interpersonal..., Statistical Modeling, Change Management, Mergers & Acquisitions, Travel Management, Strategy, Leadership, Fast Learner, Problem Solving, Collaboration, Self Starter, Merger Management, Series 7, Series 63
Education
The University of Texas at Austin 1999 — 2001
Bachelor of Business Administration (BBA), Finance, General, 4.0/4.0
Texas Academy of Mathematics and Science 1997 — 1999
Jerry Ware Jerry Ware's Bear Wagner Specialists Experience February 2000 - January 2002
Job Derivatives Portfolio Manager
Industry Capital Markets
Experience
The League Corporation March 2004 - January 2006
Speed Trading Group February 2002 - December 2003
Bear Wagner Specialists February 2000 - January 2002
Jerry Ware Trading May 1998 - January 2000
Lakota Trading July 1995 - May 1998
Timber Hill Trading - proprietary trading division of Interactive Brokers July 1993 - July 1995
Refco September 1992 - June 1993
Skills
Options, Trading, Derivatives, Commodity, Equity Trading, Volatility, Risk Management, Equities, Hedging, Portfolio Management, ETFs, Valuation, Electronic Trading, Trading Strategies, Financial Modeling, Securities, Arbitrage, Equity Derivatives, Financial Analysis, Investments, Volatility Arbitrage, Market Making, Statistical Arbitrage, Futures Trading, Traders, Proprietary Trading, Option Trading, Risk, Statistics, Business Analysis, Mergers, Energy, Forecasting, Data Analysis, Business Strategy, Research, Economics, Pricing, Commodities, Asset Management, Indices, Options Pricing, Forecast Modeling, Risk Arbitrage, Event Driven, Options Strategies, Futures, Financial Markets, Financial Risk
Education
Texas A&M University 1989 — 1992
Bachelor of Business Administration (B.B.A.), Finance
The League Corporation March 2004 - January 2006
Speed Trading Group February 2002 - December 2003
Bear Wagner Specialists February 2000 - January 2002
Jerry Ware Trading May 1998 - January 2000
Lakota Trading July 1995 - May 1998
Timber Hill Trading - proprietary trading division of Interactive Brokers July 1993 - July 1995
Refco September 1992 - June 1993
Skills
Options, Trading, Derivatives, Commodity, Equity Trading, Volatility, Risk Management, Equities, Hedging, Portfolio Management, ETFs, Valuation, Electronic Trading, Trading Strategies, Financial Modeling, Securities, Arbitrage, Equity Derivatives, Financial Analysis, Investments, Volatility Arbitrage, Market Making, Statistical Arbitrage, Futures Trading, Traders, Proprietary Trading, Option Trading, Risk, Statistics, Business Analysis, Mergers, Energy, Forecasting, Data Analysis, Business Strategy, Research, Economics, Pricing, Commodities, Asset Management, Indices, Options Pricing, Forecast Modeling, Risk Arbitrage, Event Driven, Options Strategies, Futures, Financial Markets, Financial Risk
Education
Texas A&M University 1989 — 1992
Bachelor of Business Administration (B.B.A.), Finance
Brent Mekosh CEP® CFP® Brent Mekosh CEP® CFP®'s Bear Wagner Specialists Experience February 1996 - February 2006
Job President/Branch Manager Mekosh Financial Services / Raymond James
Industry Financial Services
Experience
Mekosh Financial Services / Raymond James Financial Services July 2007 - Present
Self Employed February 2006 - January 2007
Bear Wagner Specialists February 1996 - February 2006
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
M.B.A., Finance, International Business
University of Colorado Boulder 1993 — 1995
B.A., Finance
Villanova University 1991 — 1993
BS, Finance
Mekosh Financial Services / Raymond James Financial Services July 2007 - Present
Self Employed February 2006 - January 2007
Bear Wagner Specialists February 1996 - February 2006
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
M.B.A., Finance, International Business
University of Colorado Boulder 1993 — 1995
B.A., Finance
Villanova University 1991 — 1993
BS, Finance
Tim Hannigan Tim Hannigan's Bear Wagner Specialists Experience October 1996 - January 2006
Job Area Manager/Process Leader for Fabrication at HarleyDavidson Motor Company
Industry Automotive
Experience
Harley-Davidson Motor Company September 2014 - Present
Harley-Davidson Motor Company February 2014 - September 2014
Harley-Davidson Motor Company June 2010 - September 2014
Harley-Davidson Motor Company January 2013 - February 2014
Harley-Davidson Motor Company May 2011 - February 2013
Harley-Davidson Motor Company June 2010 - May 2011
Harley-Davidson Motor Company June 2009 - August 2009
Susquehanna International Group January 2006 - December 2007
Bear Wagner Specialists October 1996 - January 2006
Skills
Financial Analysis, Series 7, Risk Management, Portfolio Management, Financial Modeling, Financial Planning, Excel, Investments, Problem Solving, PowerPoint, Trading, Asset Management, Microsoft Office, Process Improvement, Team Building, Equities, Bloomberg, Operations Management, Kaizen, Machining, Continuous Improvement, JIT, Yamazumi, Work Standardization, Asset Managment, Inventory Management, Leadership, Root Cause Analysis, Lean Manufacturing, Cross-functional Team..., 5S, Kanban, Manufacturing..., Supply Chain, Supply Chain Management, Logistics, Six Sigma, Toyota Production System, DMAIC, Automotive, Value Stream Mapping, Manufacturing Operations, Operational Excellence, Manufacturing..., MRP, Process Engineering, TPM, Forecasting, ISO, SPC
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
MBA, General Management with Investments concentration
College of the Holy Cross 1991 — 1995
B.A., History
Regis High School 1987 — 1991
Harley-Davidson Motor Company September 2014 - Present
Harley-Davidson Motor Company February 2014 - September 2014
Harley-Davidson Motor Company June 2010 - September 2014
Harley-Davidson Motor Company January 2013 - February 2014
Harley-Davidson Motor Company May 2011 - February 2013
Harley-Davidson Motor Company June 2010 - May 2011
Harley-Davidson Motor Company June 2009 - August 2009
Susquehanna International Group January 2006 - December 2007
Bear Wagner Specialists October 1996 - January 2006
Skills
Financial Analysis, Series 7, Risk Management, Portfolio Management, Financial Modeling, Financial Planning, Excel, Investments, Problem Solving, PowerPoint, Trading, Asset Management, Microsoft Office, Process Improvement, Team Building, Equities, Bloomberg, Operations Management, Kaizen, Machining, Continuous Improvement, JIT, Yamazumi, Work Standardization, Asset Managment, Inventory Management, Leadership, Root Cause Analysis, Lean Manufacturing, Cross-functional Team..., 5S, Kanban, Manufacturing..., Supply Chain, Supply Chain Management, Logistics, Six Sigma, Toyota Production System, DMAIC, Automotive, Value Stream Mapping, Manufacturing Operations, Operational Excellence, Manufacturing..., MRP, Process Engineering, TPM, Forecasting, ISO, SPC
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
MBA, General Management with Investments concentration
College of the Holy Cross 1991 — 1995
B.A., History
Regis High School 1987 — 1991
Matt Aden Matt Aden's Bear Wagner Specialists Experience 1999 - 2000
Job Director at Bricks 4 Kidz/Bricks 4 Biz
Industry Education Management
Experience
Wyndham Hotel Group October 2012 - November 2013
Wyndham Vacation Ownership July 2009 - November 2012
Ford Motor Credit Company September 2007 - July 2009
Bear Wagner Specialists 1999 - 2000
Bear Wagner Specialists 1999 - 2000
Skills
Portfolio Management, Equities, Derivatives, Hedging, Financial Modeling, Financial Analysis, Asset Managment, Business Strategy, Risk Management, Strategic Financial..., Business Development, Series 7, Investments, Forecasting, Asset Management, Financial Planning
Education
University of Nebraska-Lincoln 1993 — 1997
BA, Communications
University of Nebraska-Lincoln 1993 — 1997
Bachelor of Arts (B.A.), Communication and Media Studies
Wyndham Hotel Group October 2012 - November 2013
Wyndham Vacation Ownership July 2009 - November 2012
Ford Motor Credit Company September 2007 - July 2009
Bear Wagner Specialists 1999 - 2000
Bear Wagner Specialists 1999 - 2000
Skills
Portfolio Management, Equities, Derivatives, Hedging, Financial Modeling, Financial Analysis, Asset Managment, Business Strategy, Risk Management, Strategic Financial..., Business Development, Series 7, Investments, Forecasting, Asset Management, Financial Planning
Education
University of Nebraska-Lincoln 1993 — 1997
BA, Communications
University of Nebraska-Lincoln 1993 — 1997
Bachelor of Arts (B.A.), Communication and Media Studies
Stephanie Tancredi Stephanie Tancredi's Bear Wagner Specialists Experience July 2004 - December 2005
Job Director Legal/Compliance at The Execu|Search Group
Industry Staffing and Recruiting
Experience
The ExecuSearch Group 2012 - Present
Penny Financial Planning LLC 2010 - 2012
Apache Trading LLC 2007 - 2010
XTF Market Making LLC 2005 - 2007
Bear Wagner Specialists July 2004 - December 2005
Wall Street Analytics May 2001 - August 2002
Education
University of Pennsylvania 2002 — 2003
Bachelor of Arts (BA), Economics
University of Pennsylvania 1997 — 2000
Bachelor of Arts, Economics
The ExecuSearch Group 2012 - Present
Penny Financial Planning LLC 2010 - 2012
Apache Trading LLC 2007 - 2010
XTF Market Making LLC 2005 - 2007
Bear Wagner Specialists July 2004 - December 2005
Wall Street Analytics May 2001 - August 2002
Education
University of Pennsylvania 2002 — 2003
Bachelor of Arts (BA), Economics
University of Pennsylvania 1997 — 2000
Bachelor of Arts, Economics
Larry Horn Larry Horn's Bear Wagner Specialists Experience 1991 - 1996
Job Managing Director Equity Sales at RF Lafferty & Co., Inc
Industry Financial Services
Experience
RF Lafferty & Co., Inc January 2012 - Present
Kern Suslow Securities May 2008 - January 2012
J Giordano Securities Group April 2006 - May 2008
Capital Growth Financial May 2004 - April 2006
Sands Brothers January 2002 - May 2004
Stires O' Donnell 1997 - 2002
Speer Leeds 1996 - 1997
Bear Wagner Specialists 1991 - 1996
Refco 1987 - 1991
Salomon Smith Barney 1974 - 1985
Skills
Trading, Securities, Bloomberg, Equities, Commodity, Series 7, Series 63, Financial Markets, Hedging, Trading Strategies, Options, Derivatives, Technical Analysis, Investment Management, Equity Trading, Asset Allocation, Traders, Capital Markets, Electronic Trading, ETFs, Equity Research, Microsoft Office
Education
Stony Brook University 1970 — 1974
BA, Economics and Computer Science
Stuyvesant H.S. 1966 — 1970
RF Lafferty & Co., Inc January 2012 - Present
Kern Suslow Securities May 2008 - January 2012
J Giordano Securities Group April 2006 - May 2008
Capital Growth Financial May 2004 - April 2006
Sands Brothers January 2002 - May 2004
Stires O' Donnell 1997 - 2002
Speer Leeds 1996 - 1997
Bear Wagner Specialists 1991 - 1996
Refco 1987 - 1991
Salomon Smith Barney 1974 - 1985
Skills
Trading, Securities, Bloomberg, Equities, Commodity, Series 7, Series 63, Financial Markets, Hedging, Trading Strategies, Options, Derivatives, Technical Analysis, Investment Management, Equity Trading, Asset Allocation, Traders, Capital Markets, Electronic Trading, ETFs, Equity Research, Microsoft Office
Education
Stony Brook University 1970 — 1974
BA, Economics and Computer Science
Stuyvesant H.S. 1966 — 1970
Emmett Van Dyk Emmett Van Dyk's Bear Wagner Specialists Experience March 2000 - July 2006
Job Finance Professional
Industry Financial Services
Experience
Independent Trader September 2012 - Present
The Anthem Group July 2010 - August 2012
Independent Trader January 2007 - January 2009
Bear Wagner Specialists March 2000 - July 2006
Bank of New York Mellon July 1998 - March 2000
Skills
Loanet, DTC, Bloomberg Terminal, Equilend, SmartTrack, Global One, Bear Stern's Electronic..., Outlook, MS Office, MS Word, Excel, Powerpoint, Securities Lending,...
Education
Syracuse University 1993 — 1998
Bachelor of Science (B.S.), Finance, 3.0 in major
Independent Trader September 2012 - Present
The Anthem Group July 2010 - August 2012
Independent Trader January 2007 - January 2009
Bear Wagner Specialists March 2000 - July 2006
Bank of New York Mellon July 1998 - March 2000
Skills
Loanet, DTC, Bloomberg Terminal, Equilend, SmartTrack, Global One, Bear Stern's Electronic..., Outlook, MS Office, MS Word, Excel, Powerpoint, Securities Lending,...
Education
Syracuse University 1993 — 1998
Bachelor of Science (B.S.), Finance, 3.0 in major
Frank DeGarcia's Bear Wagner Specialists Experience 2001 - 2003
Job DMM Liaison at NYSE Euronext
Industry Capital Markets
Experience
NYSE Euronext August 2010 - Present
NYSE Euronext November 2009 - August 2010
Kellogg Specialist Group July 2003 - June 2009
Bear Wagner Specialists 2001 - 2003
Robb Peck & McCooey 1994 - 2000
Skills
Equity Trading, Series 7, Electronic Trading, Trading Systems, Technical Analysis
Education
University of Rhode Island 1997 — 2001
BS, Business Administration and Management, General
Wayne Hills 1993 — 1997
NYSE Euronext August 2010 - Present
NYSE Euronext November 2009 - August 2010
Kellogg Specialist Group July 2003 - June 2009
Bear Wagner Specialists 2001 - 2003
Robb Peck & McCooey 1994 - 2000
Skills
Equity Trading, Series 7, Electronic Trading, Trading Systems, Technical Analysis
Education
University of Rhode Island 1997 — 2001
BS, Business Administration and Management, General
Wayne Hills 1993 — 1997
Demetrios N. Skalkotos's Bear Wagner Specialists Experience August 2001 - October 2003
Job Head of SFTI, CoLo & IR Desktop | Cloud, SaaS & Enterprise Software | Turnarounds | Mergers & Acquisitions
Industry Computer Software
Experience
Intercontinental Exchange April 2015 - Present
Independent Consultant January 2014 - April 2015
NASDAQ OMX Corporate Solutions September 2009 - December 2013
NASDAQ Corporate Client Group November 2003 - September 2009
Bear Wagner Specialists August 2001 - October 2003
EVault (Seagate Technology) July 2000 - December 2000
NASDAQ October 1999 - July 2000
NASDAQ May 1995 - October 1999
AT&T Corporation 1993 - 1995
AT&T Corporation 1987 - 1993
Skills
Investor Relations, Customer Relations, Product Development, New Business Development, Microsoft Office, M&A experience, Crisis Management, Crisis Communications, Operations Management, Sales Management, Global Management, Global Operations, Global Business..., Strategic Planning, Process Improvement, Business Strategy, Team Building, Mergers, Social Media, Public Relations, Financial Analysis, Budgeting, Problem Solving, Public Speaking, Vendor Management, Negotiation, Customer Service, Budgets, Acquisitions, Mergers & Acquisitions, Leadership, Business Development, Start-ups, Strategy, Marketing Communications, Investments, Product Management, Financial Markets, SaaS, Equities, Capital Markets, IPO, Strategic Partnerships, Securities, Entrepreneurship, Corporate Communications, Sales, Executive Management, Selling, Business Intelligence
Education
Ball State University
Master of Science, Information and Communication Sciences
Ball State University
Bachelor of Science, Marketing & Management Information Systems
Intercontinental Exchange April 2015 - Present
Independent Consultant January 2014 - April 2015
NASDAQ OMX Corporate Solutions September 2009 - December 2013
NASDAQ Corporate Client Group November 2003 - September 2009
Bear Wagner Specialists August 2001 - October 2003
EVault (Seagate Technology) July 2000 - December 2000
NASDAQ October 1999 - July 2000
NASDAQ May 1995 - October 1999
AT&T Corporation 1993 - 1995
AT&T Corporation 1987 - 1993
Skills
Investor Relations, Customer Relations, Product Development, New Business Development, Microsoft Office, M&A experience, Crisis Management, Crisis Communications, Operations Management, Sales Management, Global Management, Global Operations, Global Business..., Strategic Planning, Process Improvement, Business Strategy, Team Building, Mergers, Social Media, Public Relations, Financial Analysis, Budgeting, Problem Solving, Public Speaking, Vendor Management, Negotiation, Customer Service, Budgets, Acquisitions, Mergers & Acquisitions, Leadership, Business Development, Start-ups, Strategy, Marketing Communications, Investments, Product Management, Financial Markets, SaaS, Equities, Capital Markets, IPO, Strategic Partnerships, Securities, Entrepreneurship, Corporate Communications, Sales, Executive Management, Selling, Business Intelligence
Education
Ball State University
Master of Science, Information and Communication Sciences
Ball State University
Bachelor of Science, Marketing & Management Information Systems
James Serinese James Serinese's Bear Wagner Specialists Experience 2001 - 2003
Job Director Operational Risk at KPMG
Industry Financial Services
Experience
KPMG February 2013 - Present
Consulting March 2012 - December 2012
LaBranche & Co./Cowen September 2003 - December 2011
Bear Wagner Specialists 2001 - 2003
Spear Leeds Kellogg International February 1993 - October 2001
Skills
Risk Management, Asset Managment, Equities, Hedge Funds, Portfolio Management, Capital Markets, Financial Analysis, Business Strategy, Strategic Planning, Investments, Banking, Investment Banking, Financial Modeling, Mergers, Executive Management, Fixed Income, Corporate Finance, Derivatives, Change Management, Operational Risk, Market Risk, Securities, Trading, Bloomberg, Financial Risk, Financial Markets, Enterprise Risk..., Operational Risk..., Trading Systems, ETFs, Finance, Mutual Funds, FX Options, Mergers & Acquisitions, Equity Derivatives, Asset Management, Options
Education
University of Maryland University College
Bachelor of Science (BS), Finance, General
University of Syracuse London international economic studies
KPMG February 2013 - Present
Consulting March 2012 - December 2012
LaBranche & Co./Cowen September 2003 - December 2011
Bear Wagner Specialists 2001 - 2003
Spear Leeds Kellogg International February 1993 - October 2001
Skills
Risk Management, Asset Managment, Equities, Hedge Funds, Portfolio Management, Capital Markets, Financial Analysis, Business Strategy, Strategic Planning, Investments, Banking, Investment Banking, Financial Modeling, Mergers, Executive Management, Fixed Income, Corporate Finance, Derivatives, Change Management, Operational Risk, Market Risk, Securities, Trading, Bloomberg, Financial Risk, Financial Markets, Enterprise Risk..., Operational Risk..., Trading Systems, ETFs, Finance, Mutual Funds, FX Options, Mergers & Acquisitions, Equity Derivatives, Asset Management, Options
Education
University of Maryland University College
Bachelor of Science (BS), Finance, General
University of Syracuse London international economic studies
Matt Baldwin Matt Baldwin's Bear Wagner Specialists Experience June 2005 - July 2005
Job Associate at Societe Generale
Industry Investment Banking
Experience
Société Générale October 2013 - Present
Headwaters MB March 2013 - August 2013
UBS Investment Bank July 2009 - September 2011
UBS Investment Bank July 2007 - July 2009
Bear Wagner Specialists June 2005 - July 2005
Skills
Series 7, Series 63, Bloomberg, Microsoft Office, Investment Banking, Fixed Income, Investments, Capital Markets, Banking, Debt, Restructuring, Financial Services, Strategy
Education
The Johns Hopkins University 2003 — 2007
BS, Mechanical Engineering
University of Wollongong 2006 — 2006
Spring Semester Study Abroad
Darien High School
Société Générale October 2013 - Present
Headwaters MB March 2013 - August 2013
UBS Investment Bank July 2009 - September 2011
UBS Investment Bank July 2007 - July 2009
Bear Wagner Specialists June 2005 - July 2005
Skills
Series 7, Series 63, Bloomberg, Microsoft Office, Investment Banking, Fixed Income, Investments, Capital Markets, Banking, Debt, Restructuring, Financial Services, Strategy
Education
The Johns Hopkins University 2003 — 2007
BS, Mechanical Engineering
University of Wollongong 2006 — 2006
Spring Semester Study Abroad
Darien High School
Paulette Mackey Paulette Mackey's Bear Wagner Specialists Experience 1999 - 2006
Job Manager, East Coast Administration
Industry Entertainment
Experience
The CW Television Network February 2006 - Present
Alan Deblat Real Estate Corp September 1998 - Present
Bear Wagner Specialists 1999 - 2006
Skills
Microsoft Excel, Outlook, Marketing, Notary Public, Social Media Marketing, Microsoft Word, Social Media, Microsoft Office, Facebook, Social Networking, PowerPoint
Education
Hofstra University 2006 — 2007
Associate's degree, Marketing/Business
Nassau Community College
Associates, Business Administration
The CW Television Network February 2006 - Present
Alan Deblat Real Estate Corp September 1998 - Present
Bear Wagner Specialists 1999 - 2006
Skills
Microsoft Excel, Outlook, Marketing, Notary Public, Social Media Marketing, Microsoft Word, Social Media, Microsoft Office, Facebook, Social Networking, PowerPoint
Education
Hofstra University 2006 — 2007
Associate's degree, Marketing/Business
Nassau Community College
Associates, Business Administration
Donald Powell Donald Powell's Bear Wagner Specialists Experience January 2003 - January 2006
Job Managing Director at Caritas Partners, LLC
Industry Financial Services
Experience
Caritas Partners LLC March 2014 - Present
FBN Securities October 2010 - Present
LaBranche & Co. April 2006 - September 2010
Bear Wagner Specialists January 2003 - January 2006
Skills
Trading, Bloomberg, Equity Trading, Electronic Trading, Equities
Education
State University of New York College at Oswego 1995 — 1999
Business
Caritas Partners LLC March 2014 - Present
FBN Securities October 2010 - Present
LaBranche & Co. April 2006 - September 2010
Bear Wagner Specialists January 2003 - January 2006
Skills
Trading, Bloomberg, Equity Trading, Electronic Trading, Equities
Education
State University of New York College at Oswego 1995 — 1999
Business
Jamie Sangouthai Jamie Sangouthai's Bear Wagner Specialists Experience 2001 - 2005
Job Founder of Takeout
Industry Entertainment
Experience
Takeout Gobal October 2007 - Present
Bear Wagner 2002 - 2005
Bear Wagner Specialists 2001 - 2005
NBC January 2001 - February 2002
Education
Rensselaer Polytechnic Institute 1996 — 2000
Takeout Gobal October 2007 - Present
Bear Wagner 2002 - 2005
Bear Wagner Specialists 2001 - 2005
NBC January 2001 - February 2002
Education
Rensselaer Polytechnic Institute 1996 — 2000
Francisco Satizabal Francisco Satizabal's Bear Wagner Specialists Experience 1987 - 2008
Job Technology Financial Services
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Broadridge Financial Solutions February 2010 - June 2013
Bank of America & BNP Paribas 2008 - 2010
Bear Wagner Specialists 1987 - 2008
Skills
Financial Analysis, Financial Services, Securities, Fixed Income, Equities, Business Analysis, Capital Markets, Mutual Funds, Process Improvement, Risk Management, Series 7
Education
Baruch College 1987 — 1990
Newtown High School 1984 — 1987
Wells Fargo Securities July 2013 - Present
Broadridge Financial Solutions February 2010 - June 2013
Bank of America & BNP Paribas 2008 - 2010
Bear Wagner Specialists 1987 - 2008
Skills
Financial Analysis, Financial Services, Securities, Fixed Income, Equities, Business Analysis, Capital Markets, Mutual Funds, Process Improvement, Risk Management, Series 7
Education
Baruch College 1987 — 1990
Newtown High School 1984 — 1987
Don Vaneck's Bear Wagner Specialists Experience January 1998 - March 2009
Job Owner/Operator Sole Proprietor
Industry Financial Services
Experience
Reflectons Automotive Detailing Inc. April 2012 - Present
UPS September 2012 - July 2013
Barclays Bank March 2009 - April 2012
Bear Wagner Specialists January 1998 - March 2009
LaBranche January 1994 - August 1998
LaBranche and Company October 1982 - December 1994
Skills
Equities, Series 63, Securities, Bloomberg, Fixed Income, Financial Markets, Electronic Trading, Options, Portfolio Management
Education
Nassau Community College 1979 — 1982
Associate Degree, Business Administration
Reflectons Automotive Detailing Inc. April 2012 - Present
UPS September 2012 - July 2013
Barclays Bank March 2009 - April 2012
Bear Wagner Specialists January 1998 - March 2009
LaBranche January 1994 - August 1998
LaBranche and Company October 1982 - December 1994
Skills
Equities, Series 63, Securities, Bloomberg, Fixed Income, Financial Markets, Electronic Trading, Options, Portfolio Management
Education
Nassau Community College 1979 — 1982
Associate Degree, Business Administration
Chris Culhane's Bear Wagner Specialists Experience February 2001 - March 2009
Job at Barclays Capital
Industry Financial Services
Experience
Barclays Capital March 2009 - Present
Bear Wagner Specialists February 2001 - March 2009
Wagner Stott Specialists June 1997 - February 2001
Mercator Partners June 1992 - June 1997
Education
Boston College 1988 — 1992
Finance
St. Peter's Prep 1984 — 1988
Barclays Capital March 2009 - Present
Bear Wagner Specialists February 2001 - March 2009
Wagner Stott Specialists June 1997 - February 2001
Mercator Partners June 1992 - June 1997
Education
Boston College 1988 — 1992
Finance
St. Peter's Prep 1984 — 1988
James Ahrens James Ahrens's Bear Wagner Specialists Experience September 1998 - June 2007
Job Retirement Plan expert helping businesses maintain their competitive edge and attract and retain key employees
Industry Financial Services
Experience
ADP November 2013 - Present
Barclays June 2007 - October 2012
Bear Wagner Specialists September 1998 - June 2007
Skills
Trading, Series 7, Equities, Building Relationships, FINRA Series 4, FINRA Series 55, Customer Service, FINRA Series 7, FINRA Series 63, Series 63, FINRA, Strategy, Capital Markets, Equity Trading, Securities, Financial Analysis, Bloomberg, Finance, Electronic Trading, Options, Leadership, Alternative Investments, ETFs, Trading Systems, Hedge Funds, Salesforce.com
Education
The Ohio State University 1993 — 1998
Bachelor of Arts (B.A.), Communication
Yorktown HS
ADP November 2013 - Present
Barclays June 2007 - October 2012
Bear Wagner Specialists September 1998 - June 2007
Skills
Trading, Series 7, Equities, Building Relationships, FINRA Series 4, FINRA Series 55, Customer Service, FINRA Series 7, FINRA Series 63, Series 63, FINRA, Strategy, Capital Markets, Equity Trading, Securities, Financial Analysis, Bloomberg, Finance, Electronic Trading, Options, Leadership, Alternative Investments, ETFs, Trading Systems, Hedge Funds, Salesforce.com
Education
The Ohio State University 1993 — 1998
Bachelor of Arts (B.A.), Communication
Yorktown HS
Charlie Hon Charlie Hon's Bear Wagner Specialists Experience May 1999 - June 2001
Job Portfolio Manager at Larkin Point Investment Advisors LLC
Industry Investment Management
Experience
Larkin Point Investment Advisors LLC June 2013 - Present
888 Capital LP January 2008 - December 2013
Bear Hunter Structured Products, LLC June 2001 - October 2007
Bear Wagner Specialists May 1999 - June 2001
Kalb Voorhis & Co May 1986 - May 1999
Skills
Equities, Options, Investments, Capital Markets, Mutual Funds, Securities, Portfolio Management, Hedge Funds, ETFs, Operations Management, Series 65, 1940 Act
Education
The Polytechnic Institute of New York University 1982 — 1986
Bachelor's Degree, Electrical and Electronics Engineering
Larkin Point Investment Advisors LLC June 2013 - Present
888 Capital LP January 2008 - December 2013
Bear Hunter Structured Products, LLC June 2001 - October 2007
Bear Wagner Specialists May 1999 - June 2001
Kalb Voorhis & Co May 1986 - May 1999
Skills
Equities, Options, Investments, Capital Markets, Mutual Funds, Securities, Portfolio Management, Hedge Funds, ETFs, Operations Management, Series 65, 1940 Act
Education
The Polytechnic Institute of New York University 1982 — 1986
Bachelor's Degree, Electrical and Electronics Engineering
Thomas Davison Thomas Davison's Bear Wagner Specialists Experience May 2006 - August 2006
Job Attorney at The Rock Creek Group
Industry Law Practice
Experience
The Rock Creek Group May 2012 - Present
US Securities and Exchange Commission January 2012 - June 2012
Georgetown University Law Center August 2011 - May 2012
US Securities and Exchange Commission August 2010 - December 2010
Banker Lopez Gassler, P.A. May 2009 - August 2009
Bear Wagner Specialists May 2006 - August 2006
Skills
Due Diligence, Corporate Law, Securities, Hedge Funds, Derivatives, Investments, Microsoft Excel
Education
Georgetown University Law Center 2011 — 2012
Master of Laws (LL.M.), Banking, Corporate, Finance, and Securities Law
Stetson University College of Law 2008 — 2011
J.D., Law, Concentration in Advocacy
Columbia University in the City of New York 2004 — 2008
B.A., Anthropology, Spanish
Bloomingdale Senior High School
The Rock Creek Group May 2012 - Present
US Securities and Exchange Commission January 2012 - June 2012
Georgetown University Law Center August 2011 - May 2012
US Securities and Exchange Commission August 2010 - December 2010
Banker Lopez Gassler, P.A. May 2009 - August 2009
Bear Wagner Specialists May 2006 - August 2006
Skills
Due Diligence, Corporate Law, Securities, Hedge Funds, Derivatives, Investments, Microsoft Excel
Education
Georgetown University Law Center 2011 — 2012
Master of Laws (LL.M.), Banking, Corporate, Finance, and Securities Law
Stetson University College of Law 2008 — 2011
J.D., Law, Concentration in Advocacy
Columbia University in the City of New York 2004 — 2008
B.A., Anthropology, Spanish
Bloomingdale Senior High School
Alex Ramo Alex Ramo's Bear Wagner Specialists Experience 1999 - 2002
Job Owner, Lead Mapping Solutions, Inc.
Industry Information Technology and Services
Experience
Lead Mapping Solutions 2009 - Present
2020 Companies 2007 - 2009
Ramo Financial, LLC 2004 - 2007
Bear Wagner Specialists 1999 - 2002
Goldman Sachs 1998 - 1999
Skills
Excel, Access, Sales Management
Education
University of Florida - Warrington College of Business Administration 1995 — 1998
BA, Finance, Economics
Gettysburg College 1994 — 1995
Lead Mapping Solutions 2009 - Present
2020 Companies 2007 - 2009
Ramo Financial, LLC 2004 - 2007
Bear Wagner Specialists 1999 - 2002
Goldman Sachs 1998 - 1999
Skills
Excel, Access, Sales Management
Education
University of Florida - Warrington College of Business Administration 1995 — 1998
BA, Finance, Economics
Gettysburg College 1994 — 1995
Stephen Solaka Stephen Solaka's Bear Wagner Specialists Experience 2000 - 2001
Job Managing Partner at Belmont Capital Group
Industry Investment Management
Experience
Belmont Capital Group June 2010 - Present
Dorchester Capital Advisors, LLC June 2008 - June 2010
UBS Wealth Management 2005 - June 2008
TD Securities 2002 - 2003
Stafford Trading (merged w/TD Securities) 2001 - 2002
Bear Wagner Specialists 2000 - 2001
Stafford Trading 1998 - 2000
Skills
Hedge Funds, Equities, Options, Portfolio Management, Investments, Trading, Investment Strategies, Equity Derivatives, Alternative Investments, ETFs, Asset Management, Hedging, Financial Advisory, Options Strategies, Derivatives, Equity Research, Trading Strategies, Proprietary Trading, Bloomberg, Volatility, Market Making, Asset Managment
Education
Michigan State University 1993 — 1997
BA, Finance
Belmont Capital Group June 2010 - Present
Dorchester Capital Advisors, LLC June 2008 - June 2010
UBS Wealth Management 2005 - June 2008
TD Securities 2002 - 2003
Stafford Trading (merged w/TD Securities) 2001 - 2002
Bear Wagner Specialists 2000 - 2001
Stafford Trading 1998 - 2000
Skills
Hedge Funds, Equities, Options, Portfolio Management, Investments, Trading, Investment Strategies, Equity Derivatives, Alternative Investments, ETFs, Asset Management, Hedging, Financial Advisory, Options Strategies, Derivatives, Equity Research, Trading Strategies, Proprietary Trading, Bloomberg, Volatility, Market Making, Asset Managment
Education
Michigan State University 1993 — 1997
BA, Finance
Brendan Bowen Brendan Bowen's Bear Wagner Specialists Experience May 2005 - December 2006
Job Finance Accountant at SFX Entertainment, Inc.
Industry Financial Services
Experience
SFX Entertainment, Inc. May 2014 - Present
National Securities June 2012 - February 2014
Brigantine Advisors October 2011 - June 2012
Dermott W. Clancy Corop. August 2010 - December 2011
Villagre Corner LLC July 2008 - September 2010
Oppenheimer & Co. July 2007 - June 2008
Bear Wagner Specialists May 2005 - December 2006
LaBranche & Co. May 2003 - September 2004
Skills
Account Management, Accounting, Accounts Payable, Tour Accounting, Equities, Bloomberg, Valuation, Equity Research, Securities, Equity Trading, Production Management, Settlement, Revenue Analysis, Revenue Forecasting, Account Reconciliation, Financial Accounting, Accounts Receivable, Project Finance, Financial Analysis, Analytical Skills, Budget Forecasts, Operating Budgets, Business Strategy, General Ledger, Financial Reporting, Budgets, Corporate Finance, Investments
Education
Pace University - Lubin School of Business
BBA, Finance
SFX Entertainment, Inc. May 2014 - Present
National Securities June 2012 - February 2014
Brigantine Advisors October 2011 - June 2012
Dermott W. Clancy Corop. August 2010 - December 2011
Villagre Corner LLC July 2008 - September 2010
Oppenheimer & Co. July 2007 - June 2008
Bear Wagner Specialists May 2005 - December 2006
LaBranche & Co. May 2003 - September 2004
Skills
Account Management, Accounting, Accounts Payable, Tour Accounting, Equities, Bloomberg, Valuation, Equity Research, Securities, Equity Trading, Production Management, Settlement, Revenue Analysis, Revenue Forecasting, Account Reconciliation, Financial Accounting, Accounts Receivable, Project Finance, Financial Analysis, Analytical Skills, Budget Forecasts, Operating Budgets, Business Strategy, General Ledger, Financial Reporting, Budgets, Corporate Finance, Investments
Education
Pace University - Lubin School of Business
BBA, Finance
Linda McBurney Linda McBurney's Bear Wagner Specialists Experience 2000 - 2006
Job .
Industry Marketing and Advertising
Experience
CHANEL April 2013 - Present
EQUESTRIAN EARTH, LLC June 2009 - Present
FALLEN OAK STABLE, LLC June 2006 - Present
Project Thoroughbred November 2011 - January 2013
Marelink LLC October 2009 - January 2012
Merrill Lynch March 2011 - September 2011
PALOMA SECURITIES,LLC July 2008 - March 2009
CDZ ARCHITECTS, LLC March 2007 - September 2007
Bear Hunter Holdings January 1996 - June 2006
Bear Wagner Specialists 2000 - 2006
Skills
Graphic Design, Fine Art, Equestrian, Thinking Outside The Box, Negotiation, Luxury Brand Marketing, Advertising, Strategy, Marketing, Public Relations, Portfolio Management, Trading, Hedge Funds, Securities, Equities, Marketing Strategy, Derivatives, Event Management
Education
Parsons School of Design
BFA, Communication Design
Parsons School of Design
BFA, Communication Design
Red Bank Catholic
CHANEL April 2013 - Present
EQUESTRIAN EARTH, LLC June 2009 - Present
FALLEN OAK STABLE, LLC June 2006 - Present
Project Thoroughbred November 2011 - January 2013
Marelink LLC October 2009 - January 2012
Merrill Lynch March 2011 - September 2011
PALOMA SECURITIES,LLC July 2008 - March 2009
CDZ ARCHITECTS, LLC March 2007 - September 2007
Bear Hunter Holdings January 1996 - June 2006
Bear Wagner Specialists 2000 - 2006
Skills
Graphic Design, Fine Art, Equestrian, Thinking Outside The Box, Negotiation, Luxury Brand Marketing, Advertising, Strategy, Marketing, Public Relations, Portfolio Management, Trading, Hedge Funds, Securities, Equities, Marketing Strategy, Derivatives, Event Management
Education
Parsons School of Design
BFA, Communication Design
Parsons School of Design
BFA, Communication Design
Red Bank Catholic
Sol Reischer Sol Reischer's Bear Wagner Specialists Experience 2000 - 2003
Job Investor
Industry Financial Services
Experience
GallopNYC October 2014 - Present
Battery Park City Community Emergency Response Team January 2006 - Present
New York Therapeutic Riding Center January 2003 - December 2013
Merrill Lynch January 2010 - January 2013
Bear Wagner Specialists 2000 - 2003
G.H.M. Inc January 1992 - December 2001
Skills
Options, ETFs, Trading, Equities, Electronic Trading, Equity Trading, Equity Derivatives, Asset Allocation, Market Data, Equity Research, Investment Strategies, Prime Brokerage, Investment Advisory, FX Options, Investment Banking, Emerging Markets, Investment Management, Finance
Education
Ithaca College
Philosophy
GallopNYC October 2014 - Present
Battery Park City Community Emergency Response Team January 2006 - Present
New York Therapeutic Riding Center January 2003 - December 2013
Merrill Lynch January 2010 - January 2013
Bear Wagner Specialists 2000 - 2003
G.H.M. Inc January 1992 - December 2001
Skills
Options, ETFs, Trading, Equities, Electronic Trading, Equity Trading, Equity Derivatives, Asset Allocation, Market Data, Equity Research, Investment Strategies, Prime Brokerage, Investment Advisory, FX Options, Investment Banking, Emerging Markets, Investment Management, Finance
Education
Ithaca College
Philosophy
John Montoya John Montoya's Bear Wagner Specialists Experience August 2007 - August 2009
Job Senior Software Engineer at Jet.com
Industry Computer Software
Experience
Jet.com May 2015 - Present
Penton Media July 2014 - April 2015
SunGard Consulting Services September 2013 - July 2014
Weight Watchers 2012 - September 2013
Slalom Consulting November 2011 - September 2013
NorthPoint Solutions April 2011 - November 2011
Cohen Capitol Group, LLC November 2009 - April 2011
JP Morgan Chase August 2007 - November 2009
Bear Wagner Specialists August 2007 - August 2009
Mobius Management System February 2003 - 2007
Skills
Distributed Systems, Software Design, Software Engineering, C#, Design Patterns, Scalability, Technical Leadership, Technical Architecture, .NET, Object Oriented Design, Mentoring, Professional Mentoring, System Architecture, Databases, OOP, Java, Agile Methodologies, SOA, C++, Software Development, SDLC, Microsoft SQL Server, Integration, Cloud Computing, REST, Enterprise Architecture, Unix, Software Project..., Architecture, SaaS, MVVM, Oracle, Windows Azure, Application Development, Visual Studio, Git, Application Design, PaaS, Node.js, Awesomeness, Client Relations, Client Expectations...
Education
Manhattanville College 1990 — 1994
BA, Mathematics, Computer Science
Jet.com May 2015 - Present
Penton Media July 2014 - April 2015
SunGard Consulting Services September 2013 - July 2014
Weight Watchers 2012 - September 2013
Slalom Consulting November 2011 - September 2013
NorthPoint Solutions April 2011 - November 2011
Cohen Capitol Group, LLC November 2009 - April 2011
JP Morgan Chase August 2007 - November 2009
Bear Wagner Specialists August 2007 - August 2009
Mobius Management System February 2003 - 2007
Skills
Distributed Systems, Software Design, Software Engineering, C#, Design Patterns, Scalability, Technical Leadership, Technical Architecture, .NET, Object Oriented Design, Mentoring, Professional Mentoring, System Architecture, Databases, OOP, Java, Agile Methodologies, SOA, C++, Software Development, SDLC, Microsoft SQL Server, Integration, Cloud Computing, REST, Enterprise Architecture, Unix, Software Project..., Architecture, SaaS, MVVM, Oracle, Windows Azure, Application Development, Visual Studio, Git, Application Design, PaaS, Node.js, Awesomeness, Client Relations, Client Expectations...
Education
Manhattanville College 1990 — 1994
BA, Mathematics, Computer Science
Michael Del Grosso Michael Del Grosso's Bear Wagner Specialists Experience 1996 - 2006
Job Director, Business Development at Vintage Regulatory & Compliance Services
Industry Financial Services
Experience
Vintage, a division of PR Newswire March 2013 - Present
Thomson Reuters February 2012 - March 2013
MZ Group August 2011 - January 2012
Nasdaq OMX Group, Inc. June 2006 - July 2011
Bear Wagner Specialists 1996 - 2006
Skills
Direct Sales, Sales Management, Client Relationship..., Business Intelligence, Investor Relations, Databases, CRM software, Website Management, Enterprise Solutions, SaaS, PaaS, Capital Markets, Sales, Salesforce.com, Leadership, Strategy, Strategic Partnerships, Relationship Management, Solution Selling, IPO, CRM, Enterprise Software, Business Development, Management, Marketing, Sales Process, Financial Markets, Trading, Marketing Strategy, Equity Trading, Securities
Education
City University of New York-College of Staten Island 1991 — 1995
B.S.
Vintage, a division of PR Newswire March 2013 - Present
Thomson Reuters February 2012 - March 2013
MZ Group August 2011 - January 2012
Nasdaq OMX Group, Inc. June 2006 - July 2011
Bear Wagner Specialists 1996 - 2006
Skills
Direct Sales, Sales Management, Client Relationship..., Business Intelligence, Investor Relations, Databases, CRM software, Website Management, Enterprise Solutions, SaaS, PaaS, Capital Markets, Sales, Salesforce.com, Leadership, Strategy, Strategic Partnerships, Relationship Management, Solution Selling, IPO, CRM, Enterprise Software, Business Development, Management, Marketing, Sales Process, Financial Markets, Trading, Marketing Strategy, Equity Trading, Securities
Education
City University of New York-College of Staten Island 1991 — 1995
B.S.
Alex Weil Alex Weil's Bear Wagner Specialists Experience July 1998 - June 2007
Job Merrion Financial Group
Industry Financial Services
Experience
Merrion Investment Management Co. March 2008 - Present
Merrion Securities, LLC 2011 - Present
Punk, Ziegel & Company July 2007 - January 2008
Bear Wagner Specialists July 1998 - June 2007
Skills
Equities, Asset Managment, Investments, Series 7, 55, 66, 79,..., Asset Management, Capital Markets, Securities, Valuation, Investment Banking, Trading, Private Equity, Investor Relations, Mergers & Acquisitions, Investment Management, Financial Advisory, Structured Finance, Alternative Investments
Education
Johns Hopkins School of Hygiene and Public Health 1996 — 1998
ScM, Biology
Bucknell University 1992 — 1996
BA, Biology
Westminster School 1989 — 1992
Merrion Investment Management Co. March 2008 - Present
Merrion Securities, LLC 2011 - Present
Punk, Ziegel & Company July 2007 - January 2008
Bear Wagner Specialists July 1998 - June 2007
Skills
Equities, Asset Managment, Investments, Series 7, 55, 66, 79,..., Asset Management, Capital Markets, Securities, Valuation, Investment Banking, Trading, Private Equity, Investor Relations, Mergers & Acquisitions, Investment Management, Financial Advisory, Structured Finance, Alternative Investments
Education
Johns Hopkins School of Hygiene and Public Health 1996 — 1998
ScM, Biology
Bucknell University 1992 — 1996
BA, Biology
Westminster School 1989 — 1992
Kenneth French Jr. Kenneth French Jr.'s Bear Wagner Specialists Experience May 1999 - May 2001
Job Founder / CEO at Snoozzy Inc
Industry Insurance
Experience
Snoozzy Inc January 2010 - Present
NAS Financial January 2001 - January 2010
Bear Wagner Specialists May 1999 - May 2001
Skills
Social Media Marketing, Insurance, Web Design, Lead Generation
Education
Saint Bonaventure University 1997 — 2001
Business, Marketing
Snoozzy Inc January 2010 - Present
NAS Financial January 2001 - January 2010
Bear Wagner Specialists May 1999 - May 2001
Skills
Social Media Marketing, Insurance, Web Design, Lead Generation
Education
Saint Bonaventure University 1997 — 2001
Business, Marketing
Eric Surnamer's Bear Wagner Specialists Experience December 2000 - February 2007
Job Vice President Bank of America Merrill
Industry Financial Services
Experience
Merrill Lynch June 2007 - Present
Merrill Lynch June 2007 - Present
Bear Wagner Specialists December 2000 - February 2007
Van der Moolen 2006 - 2007
Bear Wagner Specialists January 2001 - January 2006
Skills
Derivatives, Account Reconciliation, Wealth Management, Trading, Operations Management, Equities, Capital Markets, Accounting, Risk Management, Financial Services, FINRA, Fixed Income, Sales, Marketing, Series 63, Prime Brokerage, Options, Portfolio Management, Securities Lending, Finance, IPO, Trading Systems, Asset Management, Mergers & Acquisitions, Hedge Funds, Executive Management, Equity Trading, Electronic Trading, Series 7, Mutual Funds, Bloomberg, Bonds, Management, Investments, Securities, Alternative Investments, Investment Banking, Client Services, Financial Markets
Education
Boston University 1996 — 2000
BS, Communcations - Public Relations
Boston University 1996 — 2000
B.S, Public Relations and Communications
RCS
Merrill Lynch June 2007 - Present
Merrill Lynch June 2007 - Present
Bear Wagner Specialists December 2000 - February 2007
Van der Moolen 2006 - 2007
Bear Wagner Specialists January 2001 - January 2006
Skills
Derivatives, Account Reconciliation, Wealth Management, Trading, Operations Management, Equities, Capital Markets, Accounting, Risk Management, Financial Services, FINRA, Fixed Income, Sales, Marketing, Series 63, Prime Brokerage, Options, Portfolio Management, Securities Lending, Finance, IPO, Trading Systems, Asset Management, Mergers & Acquisitions, Hedge Funds, Executive Management, Equity Trading, Electronic Trading, Series 7, Mutual Funds, Bloomberg, Bonds, Management, Investments, Securities, Alternative Investments, Investment Banking, Client Services, Financial Markets
Education
Boston University 1996 — 2000
BS, Communcations - Public Relations
Boston University 1996 — 2000
B.S, Public Relations and Communications
RCS
Yuri Tarasyuk Yuri Tarasyuk's Bear Wagner Specialists Experience 2004 - 2007
Job Senior Software Engineer at Bloomberg
Industry Financial Services
Experience
Bloomberg July 2010 - Present
Thomson Reuters July 2007 - January 2010
Bear Wagner Specialists 2004 - 2007
Dynax Solutions 1999 - 2004
Skills
SQL, Perl, OOP, Multithreading, TCP/IP, C++, Design Patterns, Fixed Income, Distributed Systems
Education
Московский Физико-Технический Институт (Государственный Университет) (МФТИ) 1989 — 1996
Master of Science (MS), Physics and Math
AIBEc
Certificate
Bloomberg July 2010 - Present
Thomson Reuters July 2007 - January 2010
Bear Wagner Specialists 2004 - 2007
Dynax Solutions 1999 - 2004
Skills
SQL, Perl, OOP, Multithreading, TCP/IP, C++, Design Patterns, Fixed Income, Distributed Systems
Education
Московский Физико-Технический Институт (Государственный Университет) (МФТИ) 1989 — 1996
Master of Science (MS), Physics and Math
AIBEc
Certificate
Christopher Boehme Christopher Boehme's Bear Wagner Specialists Experience June 2006 - September 2006
Job Interest Rate Swaps & Options
Industry Financial Services
Experience
DRW Trading Group July 2015 - Present
Bank of America Merrill Lynch August 2013 - June 2015
Barclays Capital February 2010 - August 2013
HSBC Bank USA August 2007 - January 2010
Bear Wagner Specialists June 2006 - September 2006
LaBranche & Co. May 2005 - September 2005
Skills
Interest Rate..., Excel, Summit, Fixed Income Trading, Interest Rate Swaps, Options, Futures, Electronic Trading, Proprietary Trading, Relative Value, Bonds, Trading Systems, Microeconomics, Macroeconomics, Product Control, Options Strategies, Fixed Income, Microsoft Excel
Education
University of Scranton 2003 — 2007
Bachelors, Finance & Economics
Christian Brothers Academy 1999 — 2003
DRW Trading Group July 2015 - Present
Bank of America Merrill Lynch August 2013 - June 2015
Barclays Capital February 2010 - August 2013
HSBC Bank USA August 2007 - January 2010
Bear Wagner Specialists June 2006 - September 2006
LaBranche & Co. May 2005 - September 2005
Skills
Interest Rate..., Excel, Summit, Fixed Income Trading, Interest Rate Swaps, Options, Futures, Electronic Trading, Proprietary Trading, Relative Value, Bonds, Trading Systems, Microeconomics, Macroeconomics, Product Control, Options Strategies, Fixed Income, Microsoft Excel
Education
University of Scranton 2003 — 2007
Bachelors, Finance & Economics
Christian Brothers Academy 1999 — 2003
Jeffrey Tsai's Bear Wagner Specialists Experience January 2001 - August 2004
Job Two Sigma Investments LLC
Industry Investment Management
Experience
Two Sigma Investments LLC March 2006 - Present
Bear Wagner Specialists January 2001 - August 2004
Cutler Group, LP 1998 - 2000
Education
Columbia University in the City of New York
Bachelor’s Degree, Computer Science - Statistics
Two Sigma Investments LLC March 2006 - Present
Bear Wagner Specialists January 2001 - August 2004
Cutler Group, LP 1998 - 2000
Education
Columbia University in the City of New York
Bachelor’s Degree, Computer Science - Statistics
Catherine Beckmann's Bear Wagner Specialists Experience 1998 - 2003
Job at
Industry Capital Markets
Experience
H&R Block November 2011 - Present
Morgan Stanley Smith Barney June 2010 - November 2011
H&R Block December 2009 - July 2010
Wells Fargo Advisors, LLC April 2008 - April 2010
Timber Hill/Interactive Brokers October 2006 - April 2007
Peak6 Investments June 2004 - June 2006
American Stock Exchange 1984 - 2004
Bear Wagner Specialists 1998 - 2003
American Stock Exchange 1983 - 2002
American Express Publishing June 1996 - October 1998
Skills
Equities, Options, Trading, Financial Planning, Tax
Education
Fairfield University 2006 — 2007
Certificate Degree, Financial Planning
Pratt Institute 1996 — 1998
Certificate, Interactive Multimedia
Georgetown University 1975 — 1979
BA, Economics, English
H&R Block November 2011 - Present
Morgan Stanley Smith Barney June 2010 - November 2011
H&R Block December 2009 - July 2010
Wells Fargo Advisors, LLC April 2008 - April 2010
Timber Hill/Interactive Brokers October 2006 - April 2007
Peak6 Investments June 2004 - June 2006
American Stock Exchange 1984 - 2004
Bear Wagner Specialists 1998 - 2003
American Stock Exchange 1983 - 2002
American Express Publishing June 1996 - October 1998
Skills
Equities, Options, Trading, Financial Planning, Tax
Education
Fairfield University 2006 — 2007
Certificate Degree, Financial Planning
Pratt Institute 1996 — 1998
Certificate, Interactive Multimedia
Georgetown University 1975 — 1979
BA, Economics, English
Andrew Woods's Bear Wagner Specialists Experience November 2001 - June 2005
Job Institutional Fixed Income Sales
Industry Investment Management
Experience
Fixed Income Capital Partners LLC August 2014 - Present
PEAK6 Investments LP March 2008 - September 2012
McGowan Investors July 2005 - June 2006
Bear Wagner Specialists November 2001 - June 2005
LETCO May 1999 - September 2001
Skills
Derivatives, Series 63, Volatility, Series 7, Portfolio Management, Options, Trading, Bloomberg, Risk Management, Equity Derivatives, Volatility Arbitrage, Market Making, Technical Analysis, Trading Strategies, Fixed Income, ETFs, Proprietary Trading, Options Strategies, Hedging, Securities, Bonds, FINRA
Education
Franklin & Marshall College 1994 — 1998
Lake Forest High School 1990 — 1994
Fixed Income Capital Partners LLC August 2014 - Present
PEAK6 Investments LP March 2008 - September 2012
McGowan Investors July 2005 - June 2006
Bear Wagner Specialists November 2001 - June 2005
LETCO May 1999 - September 2001
Skills
Derivatives, Series 63, Volatility, Series 7, Portfolio Management, Options, Trading, Bloomberg, Risk Management, Equity Derivatives, Volatility Arbitrage, Market Making, Technical Analysis, Trading Strategies, Fixed Income, ETFs, Proprietary Trading, Options Strategies, Hedging, Securities, Bonds, FINRA
Education
Franklin & Marshall College 1994 — 1998
Lake Forest High School 1990 — 1994
Ohan Najarian's Bear Wagner Specialists Experience August 2001 - February 2006
Job Marketing / Business Development
Industry Automotive
Experience
The Vault NJ January 2012 - Present
Clear Bra NJ September 2010 - Present
Najarian Associates February 2006 - Present
Bear Wagner Specialists August 2001 - February 2006
Skills
Marketing, Project Management, Strategic Planning, Budget, New Business Development, Negotiation, Process Improvement, Program Management, Contract Negotiation, Business Development, Marketing Strategy, Customer Service, Microsoft Excel, Sales Management, Microsoft Office, Management, Public Speaking, Business Strategy, Public Relations, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
eMBA, Business Administration
Villanova University 1995 — 1999
Bachelor of science, Business Management
The Vault NJ January 2012 - Present
Clear Bra NJ September 2010 - Present
Najarian Associates February 2006 - Present
Bear Wagner Specialists August 2001 - February 2006
Skills
Marketing, Project Management, Strategic Planning, Budget, New Business Development, Negotiation, Process Improvement, Program Management, Contract Negotiation, Business Development, Marketing Strategy, Customer Service, Microsoft Excel, Sales Management, Microsoft Office, Management, Public Speaking, Business Strategy, Public Relations, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
eMBA, Business Administration
Villanova University 1995 — 1999
Bachelor of science, Business Management
Harold Bott's Bear Wagner Specialists Experience September 2002 - April 2009
Job Principal at HJB Technical Consulting
Industry Financial Services
Experience
HJB Consulting April 2010 - Present
Holy Rosary Church June 2009 - Present
Project12 Studios January 2007 - Present
JPMorgan Chase April 2008 - April 2009
Bear Wagner Specialists September 2002 - April 2009
eGain 1999 - 2000
Goldman Sachs 1994 - 1998
Guild of Composers 1990 - 1995
Skills
Electronic Trading, Trading Systems, Equities, Low Latency, Market Data, Options, Market Making, Trading, Equity Trading, Fixed Income, Management, Distributed Systems, Capital Markets, Enterprise Architecture, Financial Markets, Hedge Funds, Equity Derivatives
Education
Columbia Engineering 1993 — 1994
MS, Computer Science
Columbia University in the City of New York 1987 — 1993
BA cum laude, MS, Music (BA), Computer Science (MS)
Juilliard School 1989 — 1990
Berklee College of Music 1986 — 1988
HJB Consulting April 2010 - Present
Holy Rosary Church June 2009 - Present
Project12 Studios January 2007 - Present
JPMorgan Chase April 2008 - April 2009
Bear Wagner Specialists September 2002 - April 2009
eGain 1999 - 2000
Goldman Sachs 1994 - 1998
Guild of Composers 1990 - 1995
Skills
Electronic Trading, Trading Systems, Equities, Low Latency, Market Data, Options, Market Making, Trading, Equity Trading, Fixed Income, Management, Distributed Systems, Capital Markets, Enterprise Architecture, Financial Markets, Hedge Funds, Equity Derivatives
Education
Columbia Engineering 1993 — 1994
MS, Computer Science
Columbia University in the City of New York 1987 — 1993
BA cum laude, MS, Music (BA), Computer Science (MS)
Juilliard School 1989 — 1990
Berklee College of Music 1986 — 1988
Jim Stellakis, CMT's Bear Wagner Specialists Experience December 1999 - April 2004
Job Founder Technical Alpha Inc.
Industry Capital Markets
Experience
Technical Alpha Inc. January 2010 - Present
Millennium Capital January 2008 - July 2008
Touradji Capital January 2005 - May 2006
Bear Wagner Specialists December 1999 - April 2004
Skills
Commodities, Finance, Trading, Asset Managment, Technical Analysis, Investments, Hedge Funds, Risk Management, Options, Portfolio Management, FX Options, Trading Systems
Education
Saint John's University - Peter J. Tobin College of Business 1987 — 1991
Bachelor of Science (B.S.), Finance
Technical Alpha Inc. January 2010 - Present
Millennium Capital January 2008 - July 2008
Touradji Capital January 2005 - May 2006
Bear Wagner Specialists December 1999 - April 2004
Skills
Commodities, Finance, Trading, Asset Managment, Technical Analysis, Investments, Hedge Funds, Risk Management, Options, Portfolio Management, FX Options, Trading Systems
Education
Saint John's University - Peter J. Tobin College of Business 1987 — 1991
Bachelor of Science (B.S.), Finance
Stanislav Shargorodsky's Bear Wagner Specialists Experience June 2001 - July 2007
Job Software Engineer
Industry Computer Software
Experience
Liquidnet August 2007 - September 2014
Bear Wagner Specialists June 2001 - July 2007
Netrisk.com April 2000 - June 2001
Bear Stearns (Portfolio Trading) 1998 - 2000
Lewco Securities 1996 - 1998
Skills
Electronic Trading, Trading Systems
Education
New York University 1996 — 1999
MS, Computer Science
285
Liquidnet August 2007 - September 2014
Bear Wagner Specialists June 2001 - July 2007
Netrisk.com April 2000 - June 2001
Bear Stearns (Portfolio Trading) 1998 - 2000
Lewco Securities 1996 - 1998
Skills
Electronic Trading, Trading Systems
Education
New York University 1996 — 1999
MS, Computer Science
285
Michael Chepucavage's Bear Wagner Specialists Experience 2003 - 2004
Job CoFounder / Creative Director at Hudson Sutler
Industry Sporting Goods
Experience
Hudson Sutler December 2011 - Present
Bauer Performance Sports Ltd. June 2012 - November 2013
Bauer Performance Sports Ltd. June 2010 - June 2012
Maverik Lacrosse September 2009 - June 2010
Lax.com / Hockey.com 2007 - 2009
Lax.com / Hockey.com 2004 - 2007
Bear Wagner Specialists 2003 - 2004
Skills
Marketing, Brand Management, Public Relations, Marketing Strategy, New Business Development, E-commerce, Strategic Planning, Customer Service, Retail, Microsoft Excel, Inventory Management, Microsoft Office, Product Development, Photo Shoot Production, Video Production, Adobe Creative Suite, Sales Management, Product Marketing, Merchandising, Sporting Goods, Team Leadership, Business Strategy, Product Line Management, Consumer Insight, Relationship Management, Product Innovation, Product Management, Product Launch, Apparel, P&L Management, Digital Marketing, Shopper Marketing, Trend Analysis, Sales, Entrepreneurship, Start-ups, Sponsorship, Advertising, Event Management, Sportswear, Fashion, Wholesale, Graphic Design, 3D Prototyping, Manufacturing, Trade Shows, Public Speaking
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
Master of Business Administration (M.B.A.), Management and Marketing
Georgetown University - The McDonough School of Business 1999 — 2003
BSBA, Management and Marketing
Ridgewood High School 1995 — 1999
Hudson Sutler December 2011 - Present
Bauer Performance Sports Ltd. June 2012 - November 2013
Bauer Performance Sports Ltd. June 2010 - June 2012
Maverik Lacrosse September 2009 - June 2010
Lax.com / Hockey.com 2007 - 2009
Lax.com / Hockey.com 2004 - 2007
Bear Wagner Specialists 2003 - 2004
Skills
Marketing, Brand Management, Public Relations, Marketing Strategy, New Business Development, E-commerce, Strategic Planning, Customer Service, Retail, Microsoft Excel, Inventory Management, Microsoft Office, Product Development, Photo Shoot Production, Video Production, Adobe Creative Suite, Sales Management, Product Marketing, Merchandising, Sporting Goods, Team Leadership, Business Strategy, Product Line Management, Consumer Insight, Relationship Management, Product Innovation, Product Management, Product Launch, Apparel, P&L Management, Digital Marketing, Shopper Marketing, Trend Analysis, Sales, Entrepreneurship, Start-ups, Sponsorship, Advertising, Event Management, Sportswear, Fashion, Wholesale, Graphic Design, 3D Prototyping, Manufacturing, Trade Shows, Public Speaking
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
Master of Business Administration (M.B.A.), Management and Marketing
Georgetown University - The McDonough School of Business 1999 — 2003
BSBA, Management and Marketing
Ridgewood High School 1995 — 1999
Eric Lichtenstein's Bear Wagner Specialists Experience February 2001 - March 2007
Job Manager
Industry Retail
Experience
Whole Foods Market January 2009 - Present
LBS FinancialServices LLC August 2007 - July 2009
Synergy Investment Group November 2007 - April 2009
Bear Wagner Specialists February 2001 - March 2007
Bear Wagner Specialists March 2002 - February 2007
Bear Wagner 2002 - 2007
Susquehanna Specialists October 1999 - February 2002
Susquehanna International Group January 1999 - January 2002
Susquehanna Specialists, Inc. (NYSE) 1999 - 2002
Education
State University of New York College at Oswego 1986 — 1990
Bachelor of Arts (B.A.), Public Justice/Political Science
State University of New York College at Oswego 1986 — 1990
BA, Public Justice/Political Science
hamilton 1980 — 1985
pulaski 1973 — 1980
New York University
Whole Foods Market January 2009 - Present
LBS FinancialServices LLC August 2007 - July 2009
Synergy Investment Group November 2007 - April 2009
Bear Wagner Specialists February 2001 - March 2007
Bear Wagner Specialists March 2002 - February 2007
Bear Wagner 2002 - 2007
Susquehanna Specialists October 1999 - February 2002
Susquehanna International Group January 1999 - January 2002
Susquehanna Specialists, Inc. (NYSE) 1999 - 2002
Education
State University of New York College at Oswego 1986 — 1990
Bachelor of Arts (B.A.), Public Justice/Political Science
State University of New York College at Oswego 1986 — 1990
BA, Public Justice/Political Science
hamilton 1980 — 1985
pulaski 1973 — 1980
New York University
Slava Rubinfine's Bear Wagner Specialists Experience 2007 - 2008
Job VP, BNP Paribas Senior Risk and PnL Dev/Architect, Tech Lead
Industry Financial Services
Experience
BNP Paribas August 2011 - Present
Citigroup October 2010 - August 2011
RBC Capital Markets December 2008 - May 2010
Bear Wagner Specialists 2007 - 2008
Bloomberg L.P. July 2000 - September 2007
Skills
.NET, Agile Methodologies, C#, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Derivatives, Equity Trading, FX Options, Financial Risk, Low Latency, Market Data, Software Development, Trading Systems
Education
Rochester Institute of Technology 1996 — 2000
Master's Degree
BNP Paribas August 2011 - Present
Citigroup October 2010 - August 2011
RBC Capital Markets December 2008 - May 2010
Bear Wagner Specialists 2007 - 2008
Bloomberg L.P. July 2000 - September 2007
Skills
.NET, Agile Methodologies, C#, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Derivatives, Equity Trading, FX Options, Financial Risk, Low Latency, Market Data, Software Development, Trading Systems
Education
Rochester Institute of Technology 1996 — 2000
Master's Degree
W. Peter O'Toole's Bear Wagner Specialists Experience October 2005 - June 2007
Job J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan June 2008 - Present
Bear Stearns June 2007 - May 2008
Bear Wagner Specialists October 2005 - June 2007
LaBranche & Co. October 2002 - October 2005
NYSE July 2000 - October 2002
Education
Fordham University 1996 — 2000
The London School of Economics and Political Science (LSE) 1998 — 1998
The General Course
J.P. Morgan June 2008 - Present
Bear Stearns June 2007 - May 2008
Bear Wagner Specialists October 2005 - June 2007
LaBranche & Co. October 2002 - October 2005
NYSE July 2000 - October 2002
Education
Fordham University 1996 — 2000
The London School of Economics and Political Science (LSE) 1998 — 1998
The General Course
Hunter Ross, CFA's Bear Wagner Specialists Experience 1999 - 2001
Job Trader
Industry Capital Markets
Experience
Lagoda Investment Management 2014 - Present
Amber Capital January 2007 - November 2012
Cathay financial March 2007 - November 2007
citigroup 2000 - 2007
bear wagner specialists 1999 - 2001
gotham trading llc 1996 - 1999
timber hill 1994 - 1996
Skills
CFA Charterholder, Hedge Funds, Equity Trading, Options, Series 7, Equities, FX trading, Credit Derivatives, Currency, Bloomberg, Derivatives, Equity Derivatives, Fixed Income, Chartered Financial..., Trading, Trading Systems, Capital Markets, Financial Markets, Alternative Investments
Education
Cornell University 1990 — 1994
BS, Applied Economics and Business Management
Montclair High School 1986 — 1990
Lagoda Investment Management 2014 - Present
Amber Capital January 2007 - November 2012
Cathay financial March 2007 - November 2007
citigroup 2000 - 2007
bear wagner specialists 1999 - 2001
gotham trading llc 1996 - 1999
timber hill 1994 - 1996
Skills
CFA Charterholder, Hedge Funds, Equity Trading, Options, Series 7, Equities, FX trading, Credit Derivatives, Currency, Bloomberg, Derivatives, Equity Derivatives, Fixed Income, Chartered Financial..., Trading, Trading Systems, Capital Markets, Financial Markets, Alternative Investments
Education
Cornell University 1990 — 1994
BS, Applied Economics and Business Management
Montclair High School 1986 — 1990
Suzanne Saxton's Bear Wagner Specialists Experience August 2001 - August 2004
Job Managing Dir Bus Dev at Cohen Specialists
Industry Financial Services
Experience
Cohen Specialists August 2004 - Present
Bear Wagner Specialists August 2001 - August 2004
Education
Monmouth University 1996 — 2000
Cohen Specialists August 2004 - Present
Bear Wagner Specialists August 2001 - August 2004
Education
Monmouth University 1996 — 2000
Christopher Menello's Bear Wagner Specialists Experience April 2001 - May 2003
Job State of New Jersey
Industry Government Administration
Experience
State of New Jersey November 2005 - Present
Merrill Lynch May 2003 - May 2005
Bear Wagner Specialists April 2001 - May 2003
G.H.M. Inc. September 1997 - April 2001
Skills
Microsoft Office, Equities, Series 7, Government, Customer Service, Financial Services, Supervisory Skills, Data Analysis, Financial Analysis
Education
Seton Hall University 2012 — 2014
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General, 4.0 GPA
Rider University 1993 — 1997
BA, Liberal Arts
St.Mary's Regional High School(Cardinal McCarrick H.S.) 1989 — 1993
State of New Jersey November 2005 - Present
Merrill Lynch May 2003 - May 2005
Bear Wagner Specialists April 2001 - May 2003
G.H.M. Inc. September 1997 - April 2001
Skills
Microsoft Office, Equities, Series 7, Government, Customer Service, Financial Services, Supervisory Skills, Data Analysis, Financial Analysis
Education
Seton Hall University 2012 — 2014
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General, 4.0 GPA
Rider University 1993 — 1997
BA, Liberal Arts
St.Mary's Regional High School(Cardinal McCarrick H.S.) 1989 — 1993
Marat Ruvinov's Bear Wagner Specialists Experience September 2002 - March 2009
Job VP Algo Trading at Barclays Capital
Industry Financial Services
Experience
Barclays Capital March 2009 - Present
Bear Wagner Specialists September 2002 - March 2009
Goldman Sachs 2001 - 2002
morgan stanley 2000 - 2001
SIAC 1999 - 2000
Bellcore 1995 - 1999
Skills
System Architecture, Distributed Systems, OOP, C++, Trading Systems, Unix, Structured Products, Options, Multithreading, Equities, Perl, Design Patterns, Agile Methodologies
Education
Rensselaer Polytechnic Institute 1991 — 1995
Barclays Capital March 2009 - Present
Bear Wagner Specialists September 2002 - March 2009
Goldman Sachs 2001 - 2002
morgan stanley 2000 - 2001
SIAC 1999 - 2000
Bellcore 1995 - 1999
Skills
System Architecture, Distributed Systems, OOP, C++, Trading Systems, Unix, Structured Products, Options, Multithreading, Equities, Perl, Design Patterns, Agile Methodologies
Education
Rensselaer Polytechnic Institute 1991 — 1995
Gregory Spektor's Bear Wagner Specialists Experience August 2002 - November 2006
Job Attorney Law Offices of Gregory Spektor P.C.
Industry Law Practice
Experience
Keohane & D'Alessandro, PLLC August 2008 - Present
Law Offices of Gregory Spektor P.C. December 2007 - Present
Scully, Scott, Murphy & Presser October 2007 - August 2008
Bear Wagner Specialists August 2002 - November 2006
Instinet Corporation March 2000 - February 2002
Republic National Bank 1996 - 2000
Education
Touro College Jacob D. Fuchsberg Law Center 2003 — 2006
Juris Doctor, Law
New York University - Polytechnic School of Engineering 1990 — 1994
Keohane & D'Alessandro, PLLC August 2008 - Present
Law Offices of Gregory Spektor P.C. December 2007 - Present
Scully, Scott, Murphy & Presser October 2007 - August 2008
Bear Wagner Specialists August 2002 - November 2006
Instinet Corporation March 2000 - February 2002
Republic National Bank 1996 - 2000
Education
Touro College Jacob D. Fuchsberg Law Center 2003 — 2006
Juris Doctor, Law
New York University - Polytechnic School of Engineering 1990 — 1994
Prerna Raigaga's Bear Wagner Specialists Experience 2000 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
Reuters 2008 - Present
Bear Wagner Specialists 2000 - 2004
Schlumberger 1995 - 1997
Skills
Market Data, Fixed Income, Trading Systems, Financial Markets, Business Analysis
Education
Stevens Institute of Technology 1998 — 2000
Reuters 2008 - Present
Bear Wagner Specialists 2000 - 2004
Schlumberger 1995 - 1997
Skills
Market Data, Fixed Income, Trading Systems, Financial Markets, Business Analysis
Education
Stevens Institute of Technology 1998 — 2000
Devon Broderick Carroll's Bear Wagner Specialists Experience 2003 - 2004
Job Corporate Bond/Credit Derivative Broker at GFI Group
Industry Capital Markets
Experience
GFI Group September 2011 - Present
Chapdelaine & Co. May 2008 - August 2011
Muriel Siebert & Co., Inc. December 2007 - May 2008
Morgan Stanley August 2004 - November 2007
Bear Wagner Specialists 2003 - 2004
Skills
Fixed Income, Equities, Securities, Bloomberg, Series 63, Capital Markets, Financial Markets, High Yield, Hedge Funds, Series 7, Derivatives, Asset Managment, Valuation, Financial Modeling, Credit Derivatives, series 55
Education
College of the Holy Cross 1997 — 2001
Bachelor of Arts (B.A.), Art History
GFI Group September 2011 - Present
Chapdelaine & Co. May 2008 - August 2011
Muriel Siebert & Co., Inc. December 2007 - May 2008
Morgan Stanley August 2004 - November 2007
Bear Wagner Specialists 2003 - 2004
Skills
Fixed Income, Equities, Securities, Bloomberg, Series 63, Capital Markets, Financial Markets, High Yield, Hedge Funds, Series 7, Derivatives, Asset Managment, Valuation, Financial Modeling, Credit Derivatives, series 55
Education
College of the Holy Cross 1997 — 2001
Bachelor of Arts (B.A.), Art History
Stuart Parr's Bear Wagner Specialists Experience June 2002 - September 2002
Job Assistant Vice President Funtional Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank June 2015 - Present
Credit Suisse January 2015 - June 2015
Credit Suisse January 2012 - December 2014
Credit Suisse June 2009 - December 2011
Credit Suisse March 2008 - June 2009
Verizon Wireless January 2007 - February 2008
Zanett June 2003 - August 2003
Bear Wagner Specialists June 2002 - September 2002
Bear Wagner Specialists June 2001 - September 2001
Skills
Operations Management, Team Management, Operational Excellence, Microsoft Excel, VBA, SQL, Change Management, Microsoft Office, Access, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., Accounting, General Ledger, Account Reconciliation, Bank Reconciliation, Mentoring, Performance Reviews, Goal Setting, Management, Fixed Income, Back Office, Settlement
Education
University of North Carolina at Chapel Hill 2002 — 2006
BA, English
Deutsche Bank June 2015 - Present
Credit Suisse January 2015 - June 2015
Credit Suisse January 2012 - December 2014
Credit Suisse June 2009 - December 2011
Credit Suisse March 2008 - June 2009
Verizon Wireless January 2007 - February 2008
Zanett June 2003 - August 2003
Bear Wagner Specialists June 2002 - September 2002
Bear Wagner Specialists June 2001 - September 2001
Skills
Operations Management, Team Management, Operational Excellence, Microsoft Excel, VBA, SQL, Change Management, Microsoft Office, Access, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., Accounting, General Ledger, Account Reconciliation, Bank Reconciliation, Mentoring, Performance Reviews, Goal Setting, Management, Fixed Income, Back Office, Settlement
Education
University of North Carolina at Chapel Hill 2002 — 2006
BA, English
Donna McQuillan's Bear Wagner Specialists Experience August 2001 - November 2007
Job Human Resource Manager at Jack Schwartz Shoes, Inc
Industry Human Resources
Experience
Jack Schwartz Shoes, Inc January 2011 - July 2014
Multiple Companies January 2008 - May 2010
Bear Wagner Specialists August 2001 - November 2007
Envirosell May 2001 - July 2001
Stockback September 1999 - May 2001
Mitchell Madison Group 1996 - 1999
Skills
Deferred Compensation, Employee Relations, Performance Management, HR Policies, Human Resources, Recruiting, HRIS, Personnel Management, Employee Benefits, Interviews, Payroll, Leadership, Management, Change Management, Benefits Administration, Vendor Management, Mergers & Acquisitions, New Hire Orientations, Hiring
Education
University at Albany, SUNY
Bachelor of Arts, Political Science
Jack Schwartz Shoes, Inc January 2011 - July 2014
Multiple Companies January 2008 - May 2010
Bear Wagner Specialists August 2001 - November 2007
Envirosell May 2001 - July 2001
Stockback September 1999 - May 2001
Mitchell Madison Group 1996 - 1999
Skills
Deferred Compensation, Employee Relations, Performance Management, HR Policies, Human Resources, Recruiting, HRIS, Personnel Management, Employee Benefits, Interviews, Payroll, Leadership, Management, Change Management, Benefits Administration, Vendor Management, Mergers & Acquisitions, New Hire Orientations, Hiring
Education
University at Albany, SUNY
Bachelor of Arts, Political Science
Aindrais O'Callaghan's Bear Wagner Specialists Experience 2001 - 2002
Job at Juiced Riders, Inc
Industry Electrical/Electronic Manufacturing
Experience
Juiced Riders Electric Bicycles 2014 - Present
uva inoteca 2007 - Present
Tijuca Capital October 2010 - April 2013
Tower Research Capital January 2009 - August 2010
Highbridge Capital Management November 2002 - January 2008
Bear Wagner Specialists 2001 - 2002
Epson palo alto laboratory May 2000 - July 2001
Skills
Alternative Investments, Asset Management, Equities, Hedge Funds, Private Equity, Trading, Trading Systems
Education
Princeton University 1996 — 2000
cba
Juiced Riders Electric Bicycles 2014 - Present
uva inoteca 2007 - Present
Tijuca Capital October 2010 - April 2013
Tower Research Capital January 2009 - August 2010
Highbridge Capital Management November 2002 - January 2008
Bear Wagner Specialists 2001 - 2002
Epson palo alto laboratory May 2000 - July 2001
Skills
Alternative Investments, Asset Management, Equities, Hedge Funds, Private Equity, Trading, Trading Systems
Education
Princeton University 1996 — 2000
cba
David Haubner's Bear Wagner Specialists Experience July 2005 - December 2008
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays December 2013 - Present
Getco LLC September 2009 - November 2013
Van Der Moolen Specialists, USA LLC January 2009 - September 2009
Bear Wagner Specialists July 2005 - December 2008
LaBranche & Co. January 2003 - June 2005
Skills
Equities, Trading, Equity Trading, Electronic Trading, Securities, Capital Markets, Proprietary Trading, Trading Systems, Series 7, Financial Markets, Microsoft Excel, SQL, Thomason Financial, TradeStation, Track Data, RealTick, Redibook, Tradespeed, Metastock, Entrepreneurship, FINRA, Options, Financial Services
Education
University of New Haven 1982 — 1986
Bachelor of Science (BS), Business Administration
mahwah
Barclays December 2013 - Present
Getco LLC September 2009 - November 2013
Van Der Moolen Specialists, USA LLC January 2009 - September 2009
Bear Wagner Specialists July 2005 - December 2008
LaBranche & Co. January 2003 - June 2005
Skills
Equities, Trading, Equity Trading, Electronic Trading, Securities, Capital Markets, Proprietary Trading, Trading Systems, Series 7, Financial Markets, Microsoft Excel, SQL, Thomason Financial, TradeStation, Track Data, RealTick, Redibook, Tradespeed, Metastock, Entrepreneurship, FINRA, Options, Financial Services
Education
University of New Haven 1982 — 1986
Bachelor of Science (BS), Business Administration
mahwah
Darius Zakeri's Bear Wagner Specialists Experience January 2000 - January 2005
Job Director Chicago Board Options Exchange
Industry Capital Markets
Experience
CBOE September 2015 - Present
Chicago Board Options Exchange 2006 - Present
Bear Wagner Specialists January 2000 - January 2005
Skills
Derivatives, Electronic Trading, Equities, Financial Markets, Options, Risk Management, Securities, Trading, Trading Systems, Bloomberg, Capital Markets, Equity Trading, Investments
Education
DePaul University 2008 — 2011
Masters Business Information Technology, Management Information Systems, General
CBOE September 2015 - Present
Chicago Board Options Exchange 2006 - Present
Bear Wagner Specialists January 2000 - January 2005
Skills
Derivatives, Electronic Trading, Equities, Financial Markets, Options, Risk Management, Securities, Trading, Trading Systems, Bloomberg, Capital Markets, Equity Trading, Investments
Education
DePaul University 2008 — 2011
Masters Business Information Technology, Management Information Systems, General
Timothy Nick's Bear Wagner Specialists Experience January 1995 - June 2005
Job Sales Trader Greywolf Execution Partners
Industry Financial Services
Experience
MND Partners May 2005 - July 2012
Bear Wagner Specialists January 1995 - June 2005
AW Bertsch Inc June 1991 - January 1995
Morrelli Nick LLC June 1987 - June 1991
Skills
Dark Pools, CFDs, Electronic Trading, Securities, Financial Services, Equities, Series 7, Trading, Hedge Funds, Bloomberg, Sales, Capital Markets, ETFs, Derivatives, FINRA, Trading Strategies, Trading Systems, Equity Trading, Options, Proprietary Trading, Bloomberg Terminal, Financial Markets, Series 24, Market Making, Prime Brokerage, Fixed Income, Equity Derivatives, Investments, Portfolio Management, Marketing, Series 63, Market Data
Education
Fairfield University 1983 — 1987
MND Partners May 2005 - July 2012
Bear Wagner Specialists January 1995 - June 2005
AW Bertsch Inc June 1991 - January 1995
Morrelli Nick LLC June 1987 - June 1991
Skills
Dark Pools, CFDs, Electronic Trading, Securities, Financial Services, Equities, Series 7, Trading, Hedge Funds, Bloomberg, Sales, Capital Markets, ETFs, Derivatives, FINRA, Trading Strategies, Trading Systems, Equity Trading, Options, Proprietary Trading, Bloomberg Terminal, Financial Markets, Series 24, Market Making, Prime Brokerage, Fixed Income, Equity Derivatives, Investments, Portfolio Management, Marketing, Series 63, Market Data
Education
Fairfield University 1983 — 1987
Pat McMenamin's Bear Wagner Specialists Experience 2002 - 2007
Job Sales Representative at CoastLine International
Industry Financial Services
Experience
Coast-Line International July 2009 - Present
Bear Stearns January 2002 - June 2008
Bear Wagner Specialists 2002 - 2007
Morgan Stanley December 2000 - November 2001
Merrill Lynch July 1999 - December 2000
Skills
Bloomberg, Options, Series 7, Equity Trading, Process Improvement, Trading, Fixed Income, Sales Management, Hedge Funds, Equities, Sales, Trading Systems, Securities, Electronic Trading, Derivatives, Alternative Investments, Series 63, Mutual Funds, FINRA, Capital Markets, Investments, Financial Markets, Asset Allocation, Asset Management
Education
Fordham University 1995 — 1999
BS, Finance
Father Judge HS 1991 — 1995
Coast-Line International July 2009 - Present
Bear Stearns January 2002 - June 2008
Bear Wagner Specialists 2002 - 2007
Morgan Stanley December 2000 - November 2001
Merrill Lynch July 1999 - December 2000
Skills
Bloomberg, Options, Series 7, Equity Trading, Process Improvement, Trading, Fixed Income, Sales Management, Hedge Funds, Equities, Sales, Trading Systems, Securities, Electronic Trading, Derivatives, Alternative Investments, Series 63, Mutual Funds, FINRA, Capital Markets, Investments, Financial Markets, Asset Allocation, Asset Management
Education
Fordham University 1995 — 1999
BS, Finance
Father Judge HS 1991 — 1995
Debby Vitorino's Bear Wagner Specialists Experience 1987 - 2008
Job trading asst at Bear Wagner Specialists
Industry Financial Services
Experience
Bear Wagner Specialists 1987 - 2008
Education
Fordham University 1984 — 1987
BA, Computer Science
Bear Wagner Specialists 1987 - 2008
Education
Fordham University 1984 — 1987
BA, Computer Science
Jonathan Stark, CAIA's Bear Wagner Specialists Experience October 2004 - July 2005
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2014 - Present
AIFAM Inc. December 2009 - July 2014
Kenmar Group May 2008 - May 2009
Citi June 2006 - May 2008
RNK Capital July 2005 - February 2006
Bear Wagner Specialists October 2004 - July 2005
UBS Investment Bank February 2001 - October 2004
Shell Trading 1999 - 2000
Credit Suisse First Boston April 1994 - June 1997
J.P. Morgan 1992 - 1993
Skills
Equities, Equity Research, Hedge Funds, Valuation, Portfolio Management, Asset Managment, Fixed Income, Bloomberg, Alternative Investments, Investments, Financial Markets, Financial Modeling, Private Equity, Capital Markets, Series 7, Asset Management, Derivatives, Strategy, Options, Investment Management, Asset Allocation
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Investments and Securities
Carnegie Mellon University 1990 — 1992
MS, Public Managment and Policy
Carnegie Mellon University 1987 — 1991
BS, Information and Decision Systems
J.P. Morgan July 2014 - Present
AIFAM Inc. December 2009 - July 2014
Kenmar Group May 2008 - May 2009
Citi June 2006 - May 2008
RNK Capital July 2005 - February 2006
Bear Wagner Specialists October 2004 - July 2005
UBS Investment Bank February 2001 - October 2004
Shell Trading 1999 - 2000
Credit Suisse First Boston April 1994 - June 1997
J.P. Morgan 1992 - 1993
Skills
Equities, Equity Research, Hedge Funds, Valuation, Portfolio Management, Asset Managment, Fixed Income, Bloomberg, Alternative Investments, Investments, Financial Markets, Financial Modeling, Private Equity, Capital Markets, Series 7, Asset Management, Derivatives, Strategy, Options, Investment Management, Asset Allocation
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Investments and Securities
Carnegie Mellon University 1990 — 1992
MS, Public Managment and Policy
Carnegie Mellon University 1987 — 1991
BS, Information and Decision Systems
Richard Vitale's Bear Wagner Specialists Experience 1993 - 2008
Job Loan officer
Industry Banking
Experience
RESIDENTIAL HOME FUNDING June 2014 - Present
THE HOTALING GROUP March 2010 - Present
AMP - SE. Asset management partners for sports and entertainment January 2008 - March 2012
Bear Wagner Specialists 1993 - 2008
Skills
Series 7, Equity Trading, Options, FINRA, Capital Markets, Investments, Trading, Financial Markets, Electronic Trading, Equities, Bloomberg, Securities, Financial Services, Finance, Mortgage Lending, Banking
Education
Long Island University, Brooklyn Campus 1989 — 1992
Business Administration, Management and Operations
LIU Brooklyn
Business Administration and Management, General
ST.FRANCIS PREP
ST.FRANCIS PREP
RESIDENTIAL HOME FUNDING June 2014 - Present
THE HOTALING GROUP March 2010 - Present
AMP - SE. Asset management partners for sports and entertainment January 2008 - March 2012
Bear Wagner Specialists 1993 - 2008
Skills
Series 7, Equity Trading, Options, FINRA, Capital Markets, Investments, Trading, Financial Markets, Electronic Trading, Equities, Bloomberg, Securities, Financial Services, Finance, Mortgage Lending, Banking
Education
Long Island University, Brooklyn Campus 1989 — 1992
Business Administration, Management and Operations
LIU Brooklyn
Business Administration and Management, General
ST.FRANCIS PREP
ST.FRANCIS PREP
Valerie Ruiz's Bear Wagner Specialists Experience October 2000 - October 2005
Job Account Manager at ACTIV Financial
Industry Financial Services
Experience
ACTIV Financial May 2008 - Present
Davis Polk & Wardwell February 2007 - April 2008
Revere Data, LLC October 2005 - February 2007
Bear Wagner Specialists October 2000 - October 2005
Education
Syracuse University
ACTIV Financial May 2008 - Present
Davis Polk & Wardwell February 2007 - April 2008
Revere Data, LLC October 2005 - February 2007
Bear Wagner Specialists October 2000 - October 2005
Education
Syracuse University
Gavin Vice's Bear Wagner Specialists Experience 1996 - 2006
Job Managing Director at Soldier Capital
Industry Financial Services
Experience
Baobab Capital February 2008 - Present
Baobab Capital February 2008 - April 2011
Bear Wagner Specialists 1996 - 2006
Skills
Equity Trading, Trading, Proprietary Trading, Series 7, Equities, Trading Systems
Education
Bucknell University 1992 — 1996
BS, Civil Engineering
Baobab Capital February 2008 - Present
Baobab Capital February 2008 - April 2011
Bear Wagner Specialists 1996 - 2006
Skills
Equity Trading, Trading, Proprietary Trading, Series 7, Equities, Trading Systems
Education
Bucknell University 1992 — 1996
BS, Civil Engineering
Neil Koenig's Bear Wagner Specialists Experience 2001 - 2004
Job Real Estate Broker American Dream Realty Properties, Inc.
Industry Real Estate
Experience
American Dream Realty Properties, Inc June 2005 - Present
Castles in the Sun, Inc. August 2004 - Present
Bear Wagner Specialists 2001 - 2004
Skills
Real Estate, Investments, Commercial Real Estate, Asset Management, Negotiation, Project Management, Contract Negotiation, Investment Properties, Equity Trading, Equities, Series 7, Real Estate Transactions, Valuation, Trading, Options, Securities, Portfolio Management, Real Estate Development, Residential Homes, Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management
American Dream Realty Properties, Inc June 2005 - Present
Castles in the Sun, Inc. August 2004 - Present
Bear Wagner Specialists 2001 - 2004
Skills
Real Estate, Investments, Commercial Real Estate, Asset Management, Negotiation, Project Management, Contract Negotiation, Investment Properties, Equity Trading, Equities, Series 7, Real Estate Transactions, Valuation, Trading, Options, Securities, Portfolio Management, Real Estate Development, Residential Homes, Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management
Elizabeth Brody's Bear Wagner Specialists Experience February 2005 - April 2005
Job Senior Merchandise Planner at ANN INC.
Industry Retail
Experience
ANN INC. February 2014 - Present
ANN INC. October 2011 - January 2014
Loehmann's April 2011 - October 2011
Macys.com February 2010 - April 2011
Macys.com April 2008 - January 2010
Macys.com January 2007 - March 2008
Bergdorf Goodman April 2005 - December 2006
Bear Wagner Specialists February 2005 - April 2005
Skills
Trend Analysis, Fashion, Merchandising, Apparel, Retail, Merchandise Planning, Assortment, Inventory Management, Styling, Retail Buying, Trend Forecasting, Microsoft Excel, E-commerce, Private Label, Forecasting, Multi-channel Retail, Textiles, Visual Merchandising, Open to Buy Management, Fashion Buying, JDA
Education
New York University 2001 — 2005
Bachelor of Arts, Sociology & Business
ANN INC. February 2014 - Present
ANN INC. October 2011 - January 2014
Loehmann's April 2011 - October 2011
Macys.com February 2010 - April 2011
Macys.com April 2008 - January 2010
Macys.com January 2007 - March 2008
Bergdorf Goodman April 2005 - December 2006
Bear Wagner Specialists February 2005 - April 2005
Skills
Trend Analysis, Fashion, Merchandising, Apparel, Retail, Merchandise Planning, Assortment, Inventory Management, Styling, Retail Buying, Trend Forecasting, Microsoft Excel, E-commerce, Private Label, Forecasting, Multi-channel Retail, Textiles, Visual Merchandising, Open to Buy Management, Fashion Buying, JDA
Education
New York University 2001 — 2005
Bachelor of Arts, Sociology & Business
Brett Bandsma's Bear Wagner Specialists Experience February 2003 - February 2005
Job CTO at Amber Capital
Industry Investment Management
Experience
Amber Capital April 2007 - Present
Calyon Financial February 2005 - April 2007
Bear Wagner Specialists February 2003 - February 2005
Prudential Securities May 1999 - October 2002
Intel July 1996 - May 1999
Skills
Equities, Hedge Funds, Fixed Income, Trading Systems, Bloomberg, Derivatives, Trading, Electronic Trading, Asset Managment, Capital Markets, Options, Market Data, Financial Modeling, Equity Derivatives, Valuation, Investments, Credit Derivatives, Prime Brokerage
Education
University of Michigan 1992 — 1996
BSE, Computer Engineering
Baruch College, City University of New York (CUNY)
Amber Capital April 2007 - Present
Calyon Financial February 2005 - April 2007
Bear Wagner Specialists February 2003 - February 2005
Prudential Securities May 1999 - October 2002
Intel July 1996 - May 1999
Skills
Equities, Hedge Funds, Fixed Income, Trading Systems, Bloomberg, Derivatives, Trading, Electronic Trading, Asset Managment, Capital Markets, Options, Market Data, Financial Modeling, Equity Derivatives, Valuation, Investments, Credit Derivatives, Prime Brokerage
Education
University of Michigan 1992 — 1996
BSE, Computer Engineering
Baruch College, City University of New York (CUNY)
michael lippoth's Bear Wagner Specialists Experience January 2001 - January 2007
Job Financial Services Professional
Industry Financial Services
Experience
STR Trading January 2007 - January 2008
Bear Wagner Specialists January 2001 - January 2007
Bear Wagner Specialists 2001 - 2007
Education
University at Albany, SUNY 1994 — 1998
bs, buisness administarion
STR Trading January 2007 - January 2008
Bear Wagner Specialists January 2001 - January 2007
Bear Wagner Specialists 2001 - 2007
Education
University at Albany, SUNY 1994 — 1998
bs, buisness administarion
Joseph McCandless's Bear Wagner Specialists Experience April 2000 - June 2002
Job Senior Agent/Broker at Your Health Insurance Agency
Industry Insurance
Experience
Your Health Insurance Agency January 2012 - Present
Bear Wagner Specialists April 2000 - June 2002
Wagner Stott April 1996 - June 2002
Mercator Partners February 1992 - March 1996
Mercator Partners January 1985 - February 1992
Phelan,Silver,Vesce,Barry & Company June 1981 - January 1985
Skills
Trading, Electronic Trading, Proprietary Trading, Options, Hedge Funds, Capital Markets, Equity Trading, Financial Markets, Securities, Bloomberg, Derivatives, Trading Systems, FINRA, ETFs, Alternative Investments, Equity Derivatives, Mutual Funds, Brokerage, Fixed Annuities, Wealth Management, Series 24, Financial Services
Education
New York Institute of Technology 1982 — 1985
Finance, General
State University of New York College of Agriculture and Technology at Morrisville 1980 — 1982
AAS, Business
Your Health Insurance Agency January 2012 - Present
Bear Wagner Specialists April 2000 - June 2002
Wagner Stott April 1996 - June 2002
Mercator Partners February 1992 - March 1996
Mercator Partners January 1985 - February 1992
Phelan,Silver,Vesce,Barry & Company June 1981 - January 1985
Skills
Trading, Electronic Trading, Proprietary Trading, Options, Hedge Funds, Capital Markets, Equity Trading, Financial Markets, Securities, Bloomberg, Derivatives, Trading Systems, FINRA, ETFs, Alternative Investments, Equity Derivatives, Mutual Funds, Brokerage, Fixed Annuities, Wealth Management, Series 24, Financial Services
Education
New York Institute of Technology 1982 — 1985
Finance, General
State University of New York College of Agriculture and Technology at Morrisville 1980 — 1982
AAS, Business
Aaron Kehoe's Bear Wagner Specialists Experience 2001 - 2004
Job Managing Director ETF Trading at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald September 2013 - Present
Knight Equity Markets June 2009 - September 2013
NewEdge USA June 2008 - May 2009
Bear Stearns February 2007 - June 2008
Bear Hunter Structured Products February 2004 - January 2007
Bear Wagner Specialists 2001 - 2004
Spear, Leeds and Kellogg September 1999 - February 2001
Skills
ETFs, Fixed Income, Equities, Trading, Market Making, Electronic Trading, Series 7, Equity Derivatives, Trading Systems, Derivatives, Financial Markets, Bloomberg, Arbitrage, Securities, Equity Trading, Series 63, Proprietary Trading, Bonds, Hedging, FX, Series 3, Structured Products, Swaps, Trading Strategies, Risk Management, Securities Lending, Volatility, Prime Brokerage, Investment Strategies, Commodities, Credit Derivatives, Valuation, Mutual Funds, Emerging Markets, Program Trading, Delta One, FX trading, Currency, Foreign Exchange, Index Arbitrage, Portfolio Optimization, Convertible Bonds, Bloomberg Terminal, Stocks, High Yield, Market Risk, Commodity Markets, FINRA
Education
Baruch College, City University of New York (CUNY) 1998 — 1999
Bachelors Degree, Finance
University of Colorado Boulder 1994 — 1995
Engineering
Cantor Fitzgerald September 2013 - Present
Knight Equity Markets June 2009 - September 2013
NewEdge USA June 2008 - May 2009
Bear Stearns February 2007 - June 2008
Bear Hunter Structured Products February 2004 - January 2007
Bear Wagner Specialists 2001 - 2004
Spear, Leeds and Kellogg September 1999 - February 2001
Skills
ETFs, Fixed Income, Equities, Trading, Market Making, Electronic Trading, Series 7, Equity Derivatives, Trading Systems, Derivatives, Financial Markets, Bloomberg, Arbitrage, Securities, Equity Trading, Series 63, Proprietary Trading, Bonds, Hedging, FX, Series 3, Structured Products, Swaps, Trading Strategies, Risk Management, Securities Lending, Volatility, Prime Brokerage, Investment Strategies, Commodities, Credit Derivatives, Valuation, Mutual Funds, Emerging Markets, Program Trading, Delta One, FX trading, Currency, Foreign Exchange, Index Arbitrage, Portfolio Optimization, Convertible Bonds, Bloomberg Terminal, Stocks, High Yield, Market Risk, Commodity Markets, FINRA
Education
Baruch College, City University of New York (CUNY) 1998 — 1999
Bachelors Degree, Finance
University of Colorado Boulder 1994 — 1995
Engineering
Lori Shupak's Bear Wagner Specialists Experience May 1999 - November 2007
Job Sr. Vice President at Citigroup
Industry Financial Services
Experience
Citigroup January 2008 - Present
Bear Wagner Specialists May 1999 - November 2007
NYSE Euronext January 1997 - May 1999
Goldman Sachs November 1985 - May 1996
Skills
Private Equity, Investor Relations, Hedge Funds, Financial Services, Capital Markets, Relationship Management, Investments, Series 63, Equities, Management, Trading, Fixed Income, Options, Alternative Investments, Financial Markets, Securities, Series 7, Equity Trading, Portfolio Management, Derivatives
Education
Pace University - Lubin School of Business 1984 — 1988
MBA, Financial Management
Rutgers University-New Brunswick 1979 — 1983
BA, Business Administration
Citigroup January 2008 - Present
Bear Wagner Specialists May 1999 - November 2007
NYSE Euronext January 1997 - May 1999
Goldman Sachs November 1985 - May 1996
Skills
Private Equity, Investor Relations, Hedge Funds, Financial Services, Capital Markets, Relationship Management, Investments, Series 63, Equities, Management, Trading, Fixed Income, Options, Alternative Investments, Financial Markets, Securities, Series 7, Equity Trading, Portfolio Management, Derivatives
Education
Pace University - Lubin School of Business 1984 — 1988
MBA, Financial Management
Rutgers University-New Brunswick 1979 — 1983
BA, Business Administration
Michael Winchell's Bear Wagner Specialists Experience 1999 - 2007
Job CoChief Investment Officer and Managing Member at Larkin Point Investment Advisors LLC
Industry Financial Services
Experience
Larkin Point Investment Advisors LLC June 2012 - Present
Mariner Investment Group July 2008 - March 2012
Bear Wagner Specialists 1999 - 2007
Hunter Partners 1999 - 2007
Bear Stearns 1989 - 1999
Education
North Carolina State University 1981 — 1982
Master of Arts (MA), Economics
University of North Carolina at Greensboro 1978 — 1980
Master of Arts (MA), English
Larkin Point Investment Advisors LLC June 2012 - Present
Mariner Investment Group July 2008 - March 2012
Bear Wagner Specialists 1999 - 2007
Hunter Partners 1999 - 2007
Bear Stearns 1989 - 1999
Education
North Carolina State University 1981 — 1982
Master of Arts (MA), Economics
University of North Carolina at Greensboro 1978 — 1980
Master of Arts (MA), English
Brian Falvey's Bear Wagner Specialists Experience October 1984 - April 2006
Job Managing Director at Quant Mountain
Industry Financial Services
Experience
InLieuofaGift.com/ InLieuof.com April 2007 - December 2012
Arch Street Financial September 2010 - February 2012
The Griswold Company June 2009 - August 2010
Bear Wagner Specialists October 1984 - April 2006
Skills
Equities, Trading, Equity Trading, Investments, Entrepreneurship, Bonds, Proprietary Trading, Mutual Funds
Education
Bucknell University 1980 — 1984
Bachelor of Science (BS), Economics
Iona Prep 1976 — 1980
InLieuofaGift.com/ InLieuof.com April 2007 - December 2012
Arch Street Financial September 2010 - February 2012
The Griswold Company June 2009 - August 2010
Bear Wagner Specialists October 1984 - April 2006
Skills
Equities, Trading, Equity Trading, Investments, Entrepreneurship, Bonds, Proprietary Trading, Mutual Funds
Education
Bucknell University 1980 — 1984
Bachelor of Science (BS), Economics
Iona Prep 1976 — 1980
Laura Togut's Bear Wagner Specialists Experience June 2006 - July 2006
Job Financial Services Consultant
Industry Financial Services
Experience
Oliver Wyman May 2011 - Present
Serious Eats January 2011 - Present
MMG Partners September 2009 - March 2011
Thirteen/WNET December 2008 - September 2009
Bear Wagner Specialists June 2006 - July 2006
MBF Clearing Corporation (NYMEX) July 2005 - August 2005
Marcus & Millichap June 2005 - July 2005
H&R Block Financial Advisors June 2004 - September 2004
A.G. Edwards June 2002 - August 2002
Skills
Economics, Research, Excel, PowerPoint, Analysis
Education
Harvard University 2004 — 2008
BA, Economics
Oliver Wyman May 2011 - Present
Serious Eats January 2011 - Present
MMG Partners September 2009 - March 2011
Thirteen/WNET December 2008 - September 2009
Bear Wagner Specialists June 2006 - July 2006
MBF Clearing Corporation (NYMEX) July 2005 - August 2005
Marcus & Millichap June 2005 - July 2005
H&R Block Financial Advisors June 2004 - September 2004
A.G. Edwards June 2002 - August 2002
Skills
Economics, Research, Excel, PowerPoint, Analysis
Education
Harvard University 2004 — 2008
BA, Economics
Gary Lovallo's Bear Wagner Specialists Experience June 1992 - September 2003
Job Relationship Banker SB JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. February 2009 - Present
AXA Advisors May 2006 - January 2009
Bear Hunter Structured Products September 2003 - September 2005
Bear Wagner Specialists June 1992 - September 2003
Education
Fordham University 1988 — 1992
BS, Finance, Marketing
Monsignor Farrell High School 1984 — 1988
JPMorgan Chase Bank N.A. February 2009 - Present
AXA Advisors May 2006 - January 2009
Bear Hunter Structured Products September 2003 - September 2005
Bear Wagner Specialists June 1992 - September 2003
Education
Fordham University 1988 — 1992
BS, Finance, Marketing
Monsignor Farrell High School 1984 — 1988
Jim Hubbert's Bear Wagner Specialists Experience 2006 - 2009
Job Managing Director, Compliance at Societe Generale
Industry Financial Services
Experience
Societe Generale SG Americas August 2012 - Present
DeMatteo Monness LLC November 2009 - July 2012
Bear Wagner Specialists 2006 - 2009
Bear Stearns 1998 - 2006
Bear Stearns 1984 - 1998
Education
St. John's University School of Law 1978 — 1981
J.D., Law
City University of New York-Brooklyn College 1973 — 1978
B.A.
Societe Generale SG Americas August 2012 - Present
DeMatteo Monness LLC November 2009 - July 2012
Bear Wagner Specialists 2006 - 2009
Bear Stearns 1998 - 2006
Bear Stearns 1984 - 1998
Education
St. John's University School of Law 1978 — 1981
J.D., Law
City University of New York-Brooklyn College 1973 — 1978
B.A.
Richard Lindberg's Bear Wagner Specialists Experience 2004 - 2007
Job Mergers and Acquisitions at Quicken Loans
Industry Renewables & Environment
Experience
Quicken Loans May 2012 - Present
Deloitte June 2011 - May 2012
Energy Conversion Devices April 2010 - June 2011
United Solar Ovonic January 2009 - March 2010
Bear Wagner Specialists 2004 - 2007
Skills
Valuation, Contract Negotiation, Capital Markets, Financial Modeling, Financial Analysis, Strategic Financial..., Investments, Due Diligence, Process Improvement, Risk Management, Mergers, Business Strategy, Mergers & Acquisitions, Strategy, Corporate Finance, Financial Planning, Project Finance, Finance
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master of Business Administration (MBA), Investments
Quicken Loans May 2012 - Present
Deloitte June 2011 - May 2012
Energy Conversion Devices April 2010 - June 2011
United Solar Ovonic January 2009 - March 2010
Bear Wagner Specialists 2004 - 2007
Skills
Valuation, Contract Negotiation, Capital Markets, Financial Modeling, Financial Analysis, Strategic Financial..., Investments, Due Diligence, Process Improvement, Risk Management, Mergers, Business Strategy, Mergers & Acquisitions, Strategy, Corporate Finance, Financial Planning, Project Finance, Finance
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master of Business Administration (MBA), Investments
Justin Bohan's Bear Wagner Specialists Experience May 2000 - 2002
Job Senior Regulatory Analyst at FINRA
Industry Financial Services
Experience
FINRA September 2010 - Present
Barclays Capital March 2009 - Present
J.P.Morgan Chase & Co. March 2008 - March 2009
Bear, Stearns & Co. 2002 - 2008
Bear Wagner Specialists May 2000 - 2002
Skills
FINRA, ETFs, Risk Management, Series 7, Equities, Bloomberg, Trading, Options, Market Making, Series 24, Compliance, Series 63
Education
New York University 2009 — 2011
Certificates in Financial Risk Management
Stony Brook University 1995 — 1999
Economics
FINRA September 2010 - Present
Barclays Capital March 2009 - Present
J.P.Morgan Chase & Co. March 2008 - March 2009
Bear, Stearns & Co. 2002 - 2008
Bear Wagner Specialists May 2000 - 2002
Skills
FINRA, ETFs, Risk Management, Series 7, Equities, Bloomberg, Trading, Options, Market Making, Series 24, Compliance, Series 63
Education
New York University 2009 — 2011
Certificates in Financial Risk Management
Stony Brook University 1995 — 1999
Economics
David Collis, CFA's Bear Wagner Specialists Experience 2002 - 2002
Job CoPortfolio Manager at P1 Capital
Industry Investment Management
Experience
P1 Capital LLC October 2014 - Present
Citigroup October 2004 - October 2014
Merrill Lynch 2003 - 2003
Bear Wagner Specialists 2002 - 2002
Education
Baylor University - Hankamer School of Business
BBA, Finance, International Business
P1 Capital LLC October 2014 - Present
Citigroup October 2004 - October 2014
Merrill Lynch 2003 - 2003
Bear Wagner Specialists 2002 - 2002
Education
Baylor University - Hankamer School of Business
BBA, Finance, International Business
Stefan Ljungborg's Bear Wagner Specialists Experience 2003 - 2005
Job AML/Financial Crimes Investigator at Bank of America
Industry Banking
Experience
Bank of America August 2014 - Present
Bank of America March 2010 - Present
Bank of America February 2013 - August 2014
Bank of America September 2005 - March 2010
Bear Wagner Specialists 2003 - 2005
Bear Hunter Structured Products 2003 - 2005
Bear Hunter Structured Products 2001 - 2003
Skills
Fixed Income, Equities, Trading, Structured Products, Hedging, ETFs, Foreign Exchange, Bloomberg, Derivatives, Hedge Funds, Capital Markets, Securities, Series 7, Banking, Investment Banking, Risk Management, Options, Financial Markets, Equity Trading, FX Options, Trading Systems
Education
University of North Carolina at Charlotte
Accounting, Accounting and Finance
University of North Carolina at Charlotte - Belk College of Business
Bachelor of Science (B.S.), Accounting
Bank of America August 2014 - Present
Bank of America March 2010 - Present
Bank of America February 2013 - August 2014
Bank of America September 2005 - March 2010
Bear Wagner Specialists 2003 - 2005
Bear Hunter Structured Products 2003 - 2005
Bear Hunter Structured Products 2001 - 2003
Skills
Fixed Income, Equities, Trading, Structured Products, Hedging, ETFs, Foreign Exchange, Bloomberg, Derivatives, Hedge Funds, Capital Markets, Securities, Series 7, Banking, Investment Banking, Risk Management, Options, Financial Markets, Equity Trading, FX Options, Trading Systems
Education
University of North Carolina at Charlotte
Accounting, Accounting and Finance
University of North Carolina at Charlotte - Belk College of Business
Bachelor of Science (B.S.), Accounting
greg gravalis's Bear Wagner Specialists Experience 1986 - 2009
Job Insurance/Financial Products
Industry Financial Services
Experience
Gravalis Financial Group September 2011 - Present
3d capital management llc 2010 - 2010
Bear Wagner Specialists 1986 - 2009
Skills
Equities, Series 7, Hedge Funds, Investments, Management, Securities, Alternative Investments, Options, Fixed Income, Capital Markets
Education
Susquehanna University 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Gravalis Financial Group September 2011 - Present
3d capital management llc 2010 - 2010
Bear Wagner Specialists 1986 - 2009
Skills
Equities, Series 7, Hedge Funds, Investments, Management, Securities, Alternative Investments, Options, Fixed Income, Capital Markets
Education
Susquehanna University 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Ashley Jostrom's Bear Wagner Specialists Experience 2000 - 2002
Job Director, Investor Relations at AlphaParity
Industry Venture Capital & Private Equity
Experience
AlphaParity 2012 - 2014
GarMark Partners 2010 - 2012
Prudential Capital Group June 2009 - August 2009
Gleacher Mezzanine LLC 2005 - 2008
UBS Investment Bank 2004 - 2005
Goldman Sachs June 2003 - August 2003
Bear Wagner Specialists 2000 - 2002
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Accounting and Entrepreneurship
Harvard University 2000 — 2004
AB, Government
Phillips Exeter Academy 1997 — 2000
AlphaParity 2012 - 2014
GarMark Partners 2010 - 2012
Prudential Capital Group June 2009 - August 2009
Gleacher Mezzanine LLC 2005 - 2008
UBS Investment Bank 2004 - 2005
Goldman Sachs June 2003 - August 2003
Bear Wagner Specialists 2000 - 2002
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Accounting and Entrepreneurship
Harvard University 2000 — 2004
AB, Government
Phillips Exeter Academy 1997 — 2000
Andrew Levi's Bear Wagner Specialists Experience March 2001 - January 2007
Job Financial Analyst/Assistant Portfolio Manager at Avon Capital/Millennium
Industry Investment Management
Experience
Avon Capital/Millennium Partners April 2012 - Present
Caris & Company January 2011 - April 2012
First New York Securities December 2009 - March 2010
RBC Trading February 2009 - November 2009
Bencourt January 2007 - October 2008
Bear Wagner Specialists March 2001 - January 2007
Credit Suisse March 1998 - February 2001
Furman Selz August 1994 - March 1998
Gruntal March 1994 - August 1994
Smith Barney April 1993 - April 1994
Education
Fairleigh Dickinson University 1985 — 1988
BS finance, Finance
Fieldston
Avon Capital/Millennium Partners April 2012 - Present
Caris & Company January 2011 - April 2012
First New York Securities December 2009 - March 2010
RBC Trading February 2009 - November 2009
Bencourt January 2007 - October 2008
Bear Wagner Specialists March 2001 - January 2007
Credit Suisse March 1998 - February 2001
Furman Selz August 1994 - March 1998
Gruntal March 1994 - August 1994
Smith Barney April 1993 - April 1994
Education
Fairleigh Dickinson University 1985 — 1988
BS finance, Finance
Fieldston
Robert D. Nelson III's Bear Wagner Specialists Experience April 2001 - March 2009
Job VP, Equity Strategies, Barclays
Industry Investment Banking
Experience
Barclays March 2009 - Present
Bear Wagner Specialists April 2001 - March 2009
Bear Hunter Specialists January 2001 - April 2001
Hunter Specialists July 1997 - January 2001
Bear Specialists June 1993 - June 1997
Bear Specialists June 1993 - June 1997
Skills
Trading, Proprietary Trading, Market Making, Series 7, Series 63, series 55, Series 24
Education
Long Island University, C.W. Post Campus 1987 — 1992
Bachelor of Arts (B.A.), Finance
Barclays March 2009 - Present
Bear Wagner Specialists April 2001 - March 2009
Bear Hunter Specialists January 2001 - April 2001
Hunter Specialists July 1997 - January 2001
Bear Specialists June 1993 - June 1997
Bear Specialists June 1993 - June 1997
Skills
Trading, Proprietary Trading, Market Making, Series 7, Series 63, series 55, Series 24
Education
Long Island University, C.W. Post Campus 1987 — 1992
Bachelor of Arts (B.A.), Finance
Anthony Colangelo's Bear Wagner Specialists Experience June 2002 - August 2003
Job Farm Business Consultant
Industry Dairy
Experience
Dehm Associates August 2015 - Present
Morgan Stanley October 2013 - August 2015
Morgan Stanley November 2010 - October 2013
Bank of America Merrill Lynch July 2008 - November 2010
LaBranche & Co. June 2004 - August 2004
Bear Wagner Specialists June 2002 - August 2003
Skills
Series 7, Electronic Trading, Equities, Collateral Management, Bloomberg, Management, Settlement, Risk Management, Series 63, Credit Derivatives, Derivatives, Financial Services, Operational Risk..., Securities, Trading, Options
Education
Marist College 2004 — 2008
Bachelor of Science Business Administration
Xaverian High School 2000 — 2004
Dehm Associates August 2015 - Present
Morgan Stanley October 2013 - August 2015
Morgan Stanley November 2010 - October 2013
Bank of America Merrill Lynch July 2008 - November 2010
LaBranche & Co. June 2004 - August 2004
Bear Wagner Specialists June 2002 - August 2003
Skills
Series 7, Electronic Trading, Equities, Collateral Management, Bloomberg, Management, Settlement, Risk Management, Series 63, Credit Derivatives, Derivatives, Financial Services, Operational Risk..., Securities, Trading, Options
Education
Marist College 2004 — 2008
Bachelor of Science Business Administration
Xaverian High School 2000 — 2004
Kevin Spellman's Bear Wagner Specialists Experience January 2005 - September 2007
Job Senior Vice President at MINT Partners
Industry Financial Services
Experience
MINT Partners October 2012 - Present
Momentum Trading Partners April 2011 - August 2012
Wall Street Access May 2010 - March 2011
BGC Partners May 2008 - May 2010
STR Specialists LLC 2007 - 2008
Bear Wagner Specialists January 2005 - September 2007
Skills
Options, Derivatives, Electronic Trading, ETFs, Trading, Equities
Education
Cold Spring Harbor HS
University of Dayton
MINT Partners October 2012 - Present
Momentum Trading Partners April 2011 - August 2012
Wall Street Access May 2010 - March 2011
BGC Partners May 2008 - May 2010
STR Specialists LLC 2007 - 2008
Bear Wagner Specialists January 2005 - September 2007
Skills
Options, Derivatives, Electronic Trading, ETFs, Trading, Equities
Education
Cold Spring Harbor HS
University of Dayton
Sharon DeFelices's Bear Wagner Specialists Experience January 1999 - February 2003
Job Conference Director at Lambertville Station Inn
Industry Hospitality
Experience
Lambertville Station Inn May 2014 - Present
Brock and Company, Inc August 2012 - May 2014
Brock and Company, Inc September 2009 - August 2012
Impeccable Taste Catering March 2007 - April 2010
New Beginnings April 2004 - June 2009
Crestmont Country Club March 2003 - April 2004
Bear Wagner Specialists January 1999 - February 2003
Sports Training Institute February 1996 - January 2002
Skills
Culinary Skills, Cooking, Recipes, Cuisine, Menu Development, Food Preparation, Sanitation, Food Service, Food Safety, Fine Dining, Catering, Event planning
Education
New York University 2009 — 2011
Professional Certification, Meetings, Conferences and Event Planning
Institute of Culinary Education 1999 — 2000
Culinary Arts Diploma, Culinary Arts
Penn State University 1988 — 1992
Bachelor of Science, Nutrition
Lambertville Station Inn May 2014 - Present
Brock and Company, Inc August 2012 - May 2014
Brock and Company, Inc September 2009 - August 2012
Impeccable Taste Catering March 2007 - April 2010
New Beginnings April 2004 - June 2009
Crestmont Country Club March 2003 - April 2004
Bear Wagner Specialists January 1999 - February 2003
Sports Training Institute February 1996 - January 2002
Skills
Culinary Skills, Cooking, Recipes, Cuisine, Menu Development, Food Preparation, Sanitation, Food Service, Food Safety, Fine Dining, Catering, Event planning
Education
New York University 2009 — 2011
Professional Certification, Meetings, Conferences and Event Planning
Institute of Culinary Education 1999 — 2000
Culinary Arts Diploma, Culinary Arts
Penn State University 1988 — 1992
Bachelor of Science, Nutrition
Kevin Fee's Bear Wagner Specialists Experience 2000 - 2007
Job Managing Director at CastleRock Asset Management Real Estate Development
Industry Real Estate
Experience
CastleRock Asset Management July 2013 - Present
The Seaport Group November 2011 - July 2014
Bear Wagner Specialists 2000 - 2007
CMJ Partners, LLC 1991 - 1999
Skills
Capital Markets, Series 63, Electronic Trading, Equities, Equity Trading, Trading, Securities, Hedge Funds, Bloomberg, Series 7, Investments, Options, Fixed Income, Trading Systems, Financial Markets, Asset Management, Alternative Investments, FINRA, Portfolio Management, Derivatives
Education
State University of New York College at Cortland 1986 — 1990
Bachelor of Arts (B.A.), Economics
CastleRock Asset Management July 2013 - Present
The Seaport Group November 2011 - July 2014
Bear Wagner Specialists 2000 - 2007
CMJ Partners, LLC 1991 - 1999
Skills
Capital Markets, Series 63, Electronic Trading, Equities, Equity Trading, Trading, Securities, Hedge Funds, Bloomberg, Series 7, Investments, Options, Fixed Income, Trading Systems, Financial Markets, Asset Management, Alternative Investments, FINRA, Portfolio Management, Derivatives
Education
State University of New York College at Cortland 1986 — 1990
Bachelor of Arts (B.A.), Economics
Thomas Jerome's Bear Wagner Specialists Experience August 1996 - September 1998
Job Sr. Client Services Specialist at Mutual of America
Industry Financial Services
Experience
Mutual of America July 2011 - Present
Deutsche Bank June 2007 - February 2009
LaBranche Structured Products Specialists, LLC January 2000 - January 2007
RPM Specialist September 1998 - January 2000
Bear Wagner Specialists August 1996 - September 1998
Stern Brothers August 1994 - August 1996
JJC Specialists February 1990 - August 1994
Merrill Lynch May 1986 - April 1989
Skills
Financial Risk, ETFs, Trading, Bloomberg, Trading Strategies
Education
Thomas Edison State College 2008 — 2010
B.S, Finance
Thomas Edison State College
Bachelor of Science (B.S.), Finance and Financial Management Services
Mutual of America July 2011 - Present
Deutsche Bank June 2007 - February 2009
LaBranche Structured Products Specialists, LLC January 2000 - January 2007
RPM Specialist September 1998 - January 2000
Bear Wagner Specialists August 1996 - September 1998
Stern Brothers August 1994 - August 1996
JJC Specialists February 1990 - August 1994
Merrill Lynch May 1986 - April 1989
Skills
Financial Risk, ETFs, Trading, Bloomberg, Trading Strategies
Education
Thomas Edison State College 2008 — 2010
B.S, Finance
Thomas Edison State College
Bachelor of Science (B.S.), Finance and Financial Management Services
Jason Padilla's Bear Wagner Specialists Experience November 1999 - May 2008
Job Teacher at P.S./M.S. 5 Port Morris
Industry Education Management
Experience
P.S./M.S. 5 Port Morris 2012 - Present
P.S. 119 January 2012 - May 2012
American Association October 2010 - May 2011
Bear Wagner Specialists November 1999 - May 2008
Bear Hunter Structured Products LLC November 1999 - May 2008
Skills
Team Building, Bloomberg, Equities, Trading, Derivatives, PowerPoint, Microsoft Office, Microsoft Excel, Equity Trading, Equity Derivatives, Hedging
Education
Brooklyn College, City University of New York 2008 — 2012
Bachelor of Arts, Childhood Education; Classics
City University of New York-Brooklyn College 2008 — 2012
Bachelor of Arts (B.A.), Childhood Education, Puerto Rican and Latino Studies Minor, Concentration in Classics
P.S./M.S. 5 Port Morris 2012 - Present
P.S. 119 January 2012 - May 2012
American Association October 2010 - May 2011
Bear Wagner Specialists November 1999 - May 2008
Bear Hunter Structured Products LLC November 1999 - May 2008
Skills
Team Building, Bloomberg, Equities, Trading, Derivatives, PowerPoint, Microsoft Office, Microsoft Excel, Equity Trading, Equity Derivatives, Hedging
Education
Brooklyn College, City University of New York 2008 — 2012
Bachelor of Arts, Childhood Education; Classics
City University of New York-Brooklyn College 2008 — 2012
Bachelor of Arts (B.A.), Childhood Education, Puerto Rican and Latino Studies Minor, Concentration in Classics
April Jarvis's Bear Wagner Specialists Experience November 2003 - August 2008
Job Franchisee Owner Bulk Barn
Industry Retail
Experience
Bulk Barn February 2012 - Present
Bulk Barn Ltd January 2009 - Present
JP Morgan Chase / Bear Wagner Specialists December 2006 - August 2008
Bear Wagner Specialists November 2003 - August 2008
Bear Wagner Specialists November 2003 - December 2006
ETF Structured Products May 2002 - August 2002
Temple Dental Ltd January 1999 - June 1999
Skills
Commuication, Teamwork, Learning, Equities, Bloomberg, Options, Trading, Series 7, Hedging, Securities, Derivatives, Fixed Income, Financial Markets, Capital Markets, Commodity, Portfolio Management, Technical Analysis, Investments
Education
Columbia University in the City of New York 1999 — 2003
BA, Economics
Ivy LeagueColumbia UniversityNew 1999 — 2003
B.A, Economics
Bulk Barn February 2012 - Present
Bulk Barn Ltd January 2009 - Present
JP Morgan Chase / Bear Wagner Specialists December 2006 - August 2008
Bear Wagner Specialists November 2003 - August 2008
Bear Wagner Specialists November 2003 - December 2006
ETF Structured Products May 2002 - August 2002
Temple Dental Ltd January 1999 - June 1999
Skills
Commuication, Teamwork, Learning, Equities, Bloomberg, Options, Trading, Series 7, Hedging, Securities, Derivatives, Fixed Income, Financial Markets, Capital Markets, Commodity, Portfolio Management, Technical Analysis, Investments
Education
Columbia University in the City of New York 1999 — 2003
BA, Economics
Ivy LeagueColumbia UniversityNew 1999 — 2003
B.A, Economics
LJ Adler's Bear Wagner Specialists Experience October 2000 - June 2004
Job Product Manager/Business Analyst at Omgeo
Industry Financial Services
Experience
Omgeo June 2012 - Present
Courant Capital Management June 2007 - October 2011
Keal Capital January 2005 - May 2007
Bear Wagner Specialists October 2000 - June 2004
Tremont Advisors May 1999 - August 1999
Charles River Computers / J.P. Morgan June 1997 - January 1999
RAND Engineering & Architecture, PC May 1994 - August 1994
Skills
Hedge Funds, Equity Derivatives, Equity Trading, Equities, Derivatives, Options, Capital Markets, Financial Modeling, Alternative Investments, Investments, Equity Research, Trading, Valuation, Financial Markets, Portfolio Management, Market Risk
Education
Binghamton University 1999 — 2000
MS, Physics
Binghamton University 1994 — 1997
BS; BA, Mechincal Engineering; Physics
Omgeo June 2012 - Present
Courant Capital Management June 2007 - October 2011
Keal Capital January 2005 - May 2007
Bear Wagner Specialists October 2000 - June 2004
Tremont Advisors May 1999 - August 1999
Charles River Computers / J.P. Morgan June 1997 - January 1999
RAND Engineering & Architecture, PC May 1994 - August 1994
Skills
Hedge Funds, Equity Derivatives, Equity Trading, Equities, Derivatives, Options, Capital Markets, Financial Modeling, Alternative Investments, Investments, Equity Research, Trading, Valuation, Financial Markets, Portfolio Management, Market Risk
Education
Binghamton University 1999 — 2000
MS, Physics
Binghamton University 1994 — 1997
BS; BA, Mechincal Engineering; Physics