Bennett Group Financial Services, LLC

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Bennett Group Financial Services, LLC Employees

Employee
Years
Job
Industry
Fadia Felfle Fadia Felfle New York, New York Details
Fadia Felfle's Bennett Group Financial Services, LLC Experience August 2013 - December 2013
Job Incoming Asset Management Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   June 2015 - Present
Bates College  September 2014 - May 2015
J.P. Morgan   May 2014 - August 2014
Bates College  January 2014 - May 2014
Bennett Group Financial Services, LLC   August 2013 - December 2013
Bank of Tokyo-Mitsubishi UFJ  June 2013 - August 2013

Skills
Economics, Financial Analysis, Microsoft Excel, Banking, Corporate Finance, Microsoft Office, Teamwork, PowerPoint, Financial Modeling, Microsoft Word, English, Customer Service, Valuation, Finance, Research

Education
Bates College   2011 — 2015
Bachelor of Arts (B.A.), Economics, Senior

American University   2013 — 2013
Washington Semester Program, Foreign Policy

Karl C. Parrish School   1996 — 2011
High School Degree

Cory Miles Cory Miles Findlay, Ohio Details
Cory Miles's Bennett Group Financial Services, LLC Experience May 2010 - August 2010
Job Transport Scheduling Analyst at Marathon Petroleum Company
Industry Oil & Energy
Experience
Marathon Petroleum Company  January 2013 - Present
ADP  September 2010 - March 2014
The University of Findlay  August 2010 - May 2011
Bennett Group Financial Services, LLC   May 2010 - August 2010

Skills
Financial Analysis, Petroleum, Downstream Oil & Gas, Oil & Gas Industry, Stock Trading, Communication Skills, Finance, Microsoft Excel, Screening, Applicant Tracking..., PowerPoint, Human Resources, Employee Relations, Customer Service, Leadership, Technical Recruiting, Talent Acquisition, College Recruiting

Education
The University of Findlay   2014 — 2016
Master of Business Administration (M.B.A.), Certified Public Accountant (CPA) Qualified & Finance Concentration

The University of Findlay   2008 — 2012
Bachelors of Science, Business Management and International Business

The Washington Center for Internships and Academic Seminars   2010 — 2010
Business and Management Program

Andrew Bentz Andrew Bentz Greater New York City Area Details
Andrew Bentz's Bennett Group Financial Services, LLC Experience May 2010 - June 2010
Job Solution Analyst at RMS
Industry Information Technology and Services
Experience
RMS  July 2014 - Present
J.K. McKenzie Holdings Ltd.   April 2011 - August 2013
Boys & Girls Club Big Brothers Big Sisters of Edmonton & Area   September 2008 - June 2012
Merrill Lynch  July 2010 - August 2010
Bennett Group Financial Services, LLC   May 2010 - June 2010

Skills
Matlab, Applied Mathematics, Finance, Real Estate Development, Microsoft Excel, Access, Bloomberg, Numerical Analysis

Education
Columbia University in the City of New York   2012 — 2014
Master of Science (M.Sc.), Applied Mathematics

University of Alberta   2007 — 2011
Bachelor of Commerce (B.Com.), Finance, General

Nathan Simons, CFA Nathan Simons, CFA Greater Denver Area Details
Nathan Simons, CFA's Bennett Group Financial Services, LLC Experience June 2009 - August 2009
Job Fixed Income Corporate Credit
Industry Investment Management
Experience
Great-West Financial  March 2014 - Present
Navy Mutual Aid Association  October 2010 - February 2014
Bennett Group Financial Services, LLC   June 2009 - August 2009
Foundation for Economic Education  June 2008 - August 2008
Nettle Creek Sand   June 2001 - August 2007

Skills
Bloomberg Terminal, Fixed Income Research, Investments, Microsoft Excel, Crystal Reports, Valuation, Financial Accounting, Accounting

Education
Hillsdale College   2006 — 2010
Bachelor of Science, Economics and Computational Mathematics

David Luria David Luria San Francisco Bay Area Details
David Luria's Bennett Group Financial Services, LLC Experience June 2010 - August 2010
Job Research Associate, Fixed Income Portfolio Management at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments  March 2015 - Present
Franklin Templeton Investments  March 2013 - February 2015
Florida State University  August 2011 - May 2012
Florida State University  August 2011 - May 2012
Bennett Group Financial Services, LLC   June 2010 - August 2010

Skills
Asset Allocation, Bloomberg Terminal, Investments, Economics, Research, Securities, Portfolio Management, Training, Quantitative Analytics, Financial Analysis, Leadership, Bloomberg, Valuation, Financial Modeling, Fixed Income

Education
Florida State University - College of Business   2011 — 2012
Master of Science, Finance

Florida State University - College of Business   2007 — 2011
BA, Finance, Economics

Simon BARRES Simon BARRES Charlotte, North Carolina Area Details
Simon BARRES's Bennett Group Financial Services, LLC Experience May 2013 - August 2013
Job Consultant at EY
Industry Management Consulting
Experience
EY  July 2015 - Present
Lindsey Wilson College  August 2013 - May 2014
Academic Success Center Lindsey Wilson College   2012 - May 2014
Bennett Group Financial Services, LLC   May 2013 - August 2013

Skills
Data Analysis, Statistics, SAS, Business Strategy, Business Analysis, Financial Analysis, Data Mining, R, Tableau, Teamwork, SQL, Python, Finance, SPSS, English, Microsoft Office, Operations Management, Microsoft Excel, PowerPoint, JMP, Linear Regression

Education
North Carolina State University   2014 — 2015
Master's Degree, Analytics

Lindsey Wilson College   2012 — 2014
Bachelor's degree, Business Administration, Management and Operations, Honors Student

Obiajulu Okadigbo Obiajulu Okadigbo Baltimore, Maryland Area Details
Obiajulu Okadigbo's Bennett Group Financial Services, LLC Experience January 2013 - June 2013
Job Operations Analyst at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley  July 2014 - Present
3Kingz Investment Limited   September 2007 - Present
Bennett Group Financial Services, LLC   January 2013 - June 2013
Daniel Ford International   December 2007 - January 2009

Skills
Financial Services, Investments, Financial Markets, Finance, Financial Analysis, Management, Economics, Market Research, Project Finance, Research, Microsoft Office, Analysis, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Leadership

Education
American University   2013 — 2013
Certificate, Global Business and Trade

Oxford Brookes University   2007 — 2010
Bsc Honors, Real Estate Management

Stafford House College, Canterbury. Kent   2005 — 2006
Foundation degree

Garrison Griffiths Garrison Griffiths Greater Philadelphia Area Details
Garrison Griffiths's Bennett Group Financial Services, LLC Experience September 2009 - December 2009
Job Account Manager at Audience Partners
Industry Online Media
Experience
Audience Partners  February 2015 - Present
Silver Marketing  June 2013 - November 2014
American University Department of Athletics   January 2013 - May 2013
Northwestern Mutual  July 2012 - March 2013
American University  January 2012 - October 2012
Delta Tau Delta Fraternity  December 2010 - January 2012
Bennett Group Financial Services, LLC   September 2009 - December 2009

Skills
Business Strategy, Strategic Planning, Account Management, Digital Media, Online Marketing, Marketing Strategy, Media Planning, Audience Segmentation, Marketing Automation, Market Research, Predictive Analytics, Paid Search Strategy, Display Advertising, Mobile Advertising, Social Media Marketing, Demand Side Platform, Salesforce.com, Pardot, Tableau, ElementOne, Google Analytics, WordPress, Economics, PowerPoint, Finance, QuickBooks, InDesign, Financial Modeling, Fundraising, Department Budgeting, Data Analysis, Microsoft Excel, Photoshop, Bloomberg Terminal, Wealth Management, Portfolio Management

Education
American University - Kogod School of Business   2009 — 2013
Bachelor's Degree, Business Administration: Finance & Marketing

Christopher McCool Christopher McCool Greater Boston Area Details
Christopher McCool's Bennett Group Financial Services, LLC Experience July 2011 - September 2012
Job Vice President Northeast Regional Director at Altegris Investments
Industry Investment Management
Experience
Altegris Investments  September 2012 - Present
Bennett Group Financial Services, LLC   July 2011 - September 2012
Eaton Vance  January 2004 - July 2011
Fidelity Investments  January 2001 - January 2004

Skills
Series 63, Series 7, Mutual Funds, Series 6, Series 65, Alternative Investments, Asset Allocation, Wealth Management, Asset Managment, Investments, Securities, Investment Strategies, Hedge Funds, Investment Advisory, Investment Management, Separately Managed..., Financial Services, Relationship Management, Private Equity, Investor Relations, Institutional Sales, Financial Analysis, Fund Of Funds, Wholesale, Fixed Income, Asset Management

Education
University of New Hampshire   1996 — 2000
BS, Communications; Whittemore School of Business

Kimberly Steffen Kimberly Steffen Greater Los Angeles Area Details
Kimberly Steffen's Bennett Group Financial Services, LLC Experience January 2008 - May 2008
Job MBA Candidate
Industry Medical Devices
Experience
Advanced Sterilization Products (ASP) - a Johnson & Johnson Company   May 2015 - August 2015
American Trading International   February 2014 - July 2014
American Trading International, Inc.   February 2013 - February 2014
American Trading International, Inc.   February 2012 - February 2013
Egon Zehnder International  March 2010 - July 2010
AIESEC San Francisco  June 2009 - January 2010
U.S. Department of Commerce   September 2009 - December 2009
U.S. Department of Commerce   June 2009 - July 2009
Bennett Group Financial Services, LLC   January 2008 - May 2008

Skills
Business Strategy, Leadership, Team Building, Teamwork, Mandarin, Spanish, Cross-functional..., Influence Others, Negotiation, Problem Solving, Project Management, International Business, Intercultural..., Logistics, International Trade, Critical Thinking, International Relations, Customer Service, Fundraising, International Logistics, Logistics Management, Project Tracking, Research

Education
University of Southern California - Marshall School of Business   2014 — 2016
Master of Business Administration (MBA)

University of California, Los Angeles   2012 — 2013
International Trade Certificate

Shanghai Normal University   2010 — 2011
Chinese language

University of San Francisco   2006 — 2010
Bachelor of Arts, International Studies (Magna Cum Laude), Major: International Studies (Politics & Societies, Asia), Minor: Mathematics

Georgetown University   2009 — 2009
TFAS

American University   2008 — 2008
International Politics

John Felice Rome Center   2008 — 2008

University of Oslo
International Summer School

Konstantin Kuznetsov Konstantin Kuznetsov Washington D.C. Metro Area Details
Konstantin Kuznetsov's Bennett Group Financial Services, LLC Experience January 2011 - May 2011
Job Sr. BAE at Comcast Business
Industry Telecommunications
Experience
Comcast Business  July 2015 - Present
Comcast Business  April 2013 - Present
Comcast  September 2012 - January 2013
GlaxoSmithKline  June 2012 - September 2012
United Capital Financial Partners, Inc  May 2011 - August 2011
Bennett Group Financial Services, LLC   January 2011 - May 2011
B&W Tek, Inc.   July 2010 - August 2010

Skills
Sales, Direct Sales, Account Management, Telecommunications, Sales Operations, Sales Process, New Business Development, Salesforce.com, B2B, Cold Calling, Customer Service

Education
Gettysburg College   2008 — 2012
B.A, Business Management

American University   2011 — 2011
International Business and Trade Semester Program

The Shipley School

Victor Manuel López Gonell Victor Manuel López Gonell Miami, Florida Details
Victor Manuel López Gonell's Bennett Group Financial Services, LLC Experience February 2012 - May 2012
Job Asst. Manager, cohead of corporate treasury & risk analytics
Industry Investment Banking
Experience
Global Financial Markets Intelligence Division at Marcus Evans Group   October 2015 - Present
The Conscious Entrepreneurship Foundation: CEF   October 2014 - Present
Global Financial Markets Intelligence Division at Marcus Evans Group   April 2015 - September 2015
ING U.S.   February 2014 - August 2014
Bennett Group Financial Services LLC  February 2012 - May 2012

Skills
Investment Banking, Bloomberg, International Political..., European Union, Economic Research, Investments, Bloomberg Certified, Market Analysis, Wealth Management, Mutual Funds, Equity Research, Asset Managment, Portfolio Management, Capital Markets, Basel II, Basel III, Derivatives, Dodd-Frank, Market Risk, Liquidity Risk, Operational Risk, Stress Testing, Financial Regulation, Enterprise Risk..., Risk Management, Credit Risk, Data Aggregation, Loan Portfolio Analysis, Financial Modeling, Regulatory Capital, Treasury Management, Interest Rate Risk..., Strategic Negotiations, Deal Closure, Contract Negotiation, Consultative Selling

Education
Barry University   2014 — 2014
Bachelor's Degree, Business Administration specialization Legal Studies

Lynn University   2010 — 2014
Bachelor of Science (B.S.), International Business Managenent

American University   2012 — 2012
Washington Semester Program, Global Business & Economics

Dylan Nertavich Dylan Nertavich Greater Philadelphia Area Details
Dylan Nertavich's Bennett Group Financial Services, LLC Experience September 2013 - December 2013
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock  January 2015 - Present
JK Investment Consulting   June 2014 - Present
Bennett Group Financial Services, LLC   September 2013 - December 2013
Aon Risk Solutions  June 2013 - August 2013
Advantexe Learning Solutions  December 2012 - January 2013

Skills
Competitive Analysis, Equities, Forecasting, Data Analysis, Financial Modeling

Education
Passed CFA Level I

Lehigh University   2010 — 2014
Bachelor's degree, Finance

American University   2013 — 2013
Washington Semester Program, Global Economics & Business

Milton Hershey School   2006 — 2010
High School Diploma, Computer Information Systems

Christina Novak Christina Novak Greater Chicago Area Details
Christina Novak's Bennett Group Financial Services, LLC Experience January 2007 - June 2007
Job Graduate student
Industry Financial Services
Experience
Bank of America  November 2011 - May 2012
Bank of America  November 2010 - November 2011
Bank of America  July 2008 - November 2010
Bennett Group Financial Services, LLC   January 2007 - June 2007

Skills
Banking, Mortgage Lending, Commercial Banking, Small Business Lending, Loans, Credit, Retail Banking, Financial Analysis, Credit Analysis, Loan Origination, Cross Selling, Commercial Lending, Deposits, Customer Service, Credit Cards, Credit Risk, Team Building, Consumer Lending, Process Improvement, Business Analysis

Education
Roosevelt University   2013 — 2014
Master of Arts (M.A.), Economics

Bradley University   2006 — 2008
Bachelor of Science, Economics, Political Science

Tyler Bealmear Tyler Bealmear San Francisco Bay Area Details
Tyler Bealmear's Bennett Group Financial Services, LLC Experience September 2009 - December 2009
Job Helpdesk Technician at Sungevity
Industry Information Technology and Services
Experience
Sungevity  June 2015 - Present
ZenPayroll  May 2015 - June 2015
Zenefits  February 2015 - May 2015
Zolo Coffee   January 2014 - January 2015
Tram 17 Productions   February 2012 - January 2014
Bennett Group Financial Services, LLC   September 2009 - December 2009

Skills
Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Facebook, HTML, Social Networking, Research, Event Planning, Public Relations, Social Media Marketing, Public Speaking, Customer Service, Market Research, Blogging, Marketing, Editing, Event Management, Spanish, Press Releases, Adobe Creative Suite

Education
American University - Kogod School of Business   2009 — 2013
Bachelor's Degree, Business Administration and Management, General

American University   2009 — 2013
Minor, Audio Technology

Monte Vista   2006 — 2009

Nicholas A. Felici, Jr. Nicholas A. Felici, Jr. Greater Boston Area Details
Nicholas A. Felici, Jr.'s Bennett Group Financial Services, LLC Experience January 2010 - July 2010
Job Senior Analyst at Wellesley Investment Advisors, Inc.
Industry Investment Management
Experience
Wellesley Investment Advisors, Inc.   June 2011 - Present
Merrill Lynch  June 2010 - September 2010
Bennett Group Financial Services, LLC   January 2010 - July 2010

Skills
Mutual Funds, Bloomberg, Financial Analysis, Electronic Trading, Alternative Investments, Trading Systems, Microsoft Excel, Salesforce.com, Portfolio Management, Trading, Sales, Finance, CRM, Fixed Income Analysis, Convertible Bonds, Investment Management, Longview

Education
Gettysburg College   2007 — 2011
B.A., Business Management

American University   2010 — 2010
International Business and Trade Seminar

MENGXIN GAN MENGXIN GAN Greater Pittsburgh Area Details
MENGXIN GAN's Bennett Group Financial Services, LLC Experience June 2012 - August 2012
Job Teaching Assistant at Carnegie Mellon University
Industry Education Management
Experience
Carnegie Mellon University  August 2013 - Present
Carnegie Mellon University  August 2013 - Present
Wheaton College  September 2012 - May 2013
Bennett Group Financial Services, LLC   June 2012 - August 2012

Education
Carnegie Mellon University   2013 — 2014
Master's degree, Statistics

Wheaton College (MA)   2009 — 2013
Bachelor of Arts, Mathematics and European History

Ling-Wei Ding Ling-Wei Ding Greater New York City Area Details
Ling-Wei Ding's Bennett Group Financial Services, LLC Experience January 2010 - May 2010
Job Junior Accountant
Industry Accounting
Experience
ATA CPA GROUP   August 2014 - Present
DoubleTree by Hilton at Crystal City   September 2013 - June 2014
George Washington University, SEAS Grad Admission Office   January 2013 - May 2013
PwC  February 2012 - April 2012
Bennett Group Financial Services, LLC   January 2010 - May 2010

Skills
Accounting, Auditing, Internal Audit, Internal Controls, Corporate Finance, Corporate Tax, Financial Statement..., QuickBooks, Bloomberg, Accounts Payable, Financial Reporting, Microsoft Office, Oracle, PeopleSoft, General Ledger, Monthly Closing, Payroll

Education
The George Washington University   2012 — 2014
Master of Science (MS), Accounting

Yuan-Ze University   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, 3.86/4.00