Blaylock & Company
Description
Founded: 1993
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Blaylock & Company Employees
Employee
Years
Job
Industry
Carmen Rojas Carmen Rojas's Blaylock & Company Experience August 2000 - June 2007
Job Investor Relations Manager at GenNx360 Capital Partners
Industry Financial Services
Experience
GenNx360 Capital Partners November 2009 - Present
GenNx360 Capital Partners July 2007 - November 2009
Blaylock & Company August 2000 - June 2007
Mitchell & Titus, LLP May 1980 - June 2000
McGraw-Hill Publications 1976 - 1980
Skills
Private Equity, Investment Banking, Investments, Due Diligence, Investor Relations, Corporate Development
Education
Adelphi University
Bachelor of Science (B.S.), Management and Communications, 3.9 GPA
Baruch College, City University of New York (CUNY) 1982 — 1983
Marketing
Pace University - Lubin School of Business 1979 — 1980
Marketing
LaGuardia Community College 1973 — 1976
AAS, Accounting
GenNx360 Capital Partners November 2009 - Present
GenNx360 Capital Partners July 2007 - November 2009
Blaylock & Company August 2000 - June 2007
Mitchell & Titus, LLP May 1980 - June 2000
McGraw-Hill Publications 1976 - 1980
Skills
Private Equity, Investment Banking, Investments, Due Diligence, Investor Relations, Corporate Development
Education
Adelphi University
Bachelor of Science (B.S.), Management and Communications, 3.9 GPA
Baruch College, City University of New York (CUNY) 1982 — 1983
Marketing
Pace University - Lubin School of Business 1979 — 1980
Marketing
LaGuardia Community College 1973 — 1976
AAS, Accounting
Frederick Royall III Frederick Royall III's Blaylock & Company Experience January 2008 - April 2013
Job CEO, Royall Capital Holdings, LLC.
Industry Investment Banking
Experience
Royall Capital Holdings, LLC. April 2013 - Present
Blaylock & Company January 2008 - April 2013
Blaylock & Company March 2004 - December 2007
Credit Suisse First Boston 1998 - 2001
DLJ 1998 - 2000
Merrill Lynch & Co 1993 - 1996
Education
Columbia University - Columbia Business School 1997 — 1998
Finance
Syracuse University 1988 — 1992
B.S., FINANCE
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
B.S., Finance
Royall Capital Holdings, LLC. April 2013 - Present
Blaylock & Company January 2008 - April 2013
Blaylock & Company March 2004 - December 2007
Credit Suisse First Boston 1998 - 2001
DLJ 1998 - 2000
Merrill Lynch & Co 1993 - 1996
Education
Columbia University - Columbia Business School 1997 — 1998
Finance
Syracuse University 1988 — 1992
B.S., FINANCE
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
B.S., Finance
John Monkhouse John Monkhouse's Blaylock & Company Experience 2002 - 2007
Job Accounting Manager at Council of Fashion Designers of America (CFDA)
Industry Accounting
Experience
Council of Fashion Designers of America (CFDA) January 2015 - Present
MR Beal & Company 2007 - 2013
Blaylock & Company 2002 - 2007
Tucker Anthony 1998 - 2002
Skills
Financial Reporting, Financial Analysis, Accounts Payable, Accounts Receivable, Accounting, General Ledger, FINRA, Forecasting, Microsoft Excel, Accpac, Account Reconciliation, Journal Entries
Education
American University of Paris 1993 — 1996
Bachelor of Arts (BA)
Universidad Complutense de Madrid 1994 — 1995
Hispanic Studies Diploma
Council of Fashion Designers of America (CFDA) January 2015 - Present
MR Beal & Company 2007 - 2013
Blaylock & Company 2002 - 2007
Tucker Anthony 1998 - 2002
Skills
Financial Reporting, Financial Analysis, Accounts Payable, Accounts Receivable, Accounting, General Ledger, FINRA, Forecasting, Microsoft Excel, Accpac, Account Reconciliation, Journal Entries
Education
American University of Paris 1993 — 1996
Bachelor of Arts (BA)
Universidad Complutense de Madrid 1994 — 1995
Hispanic Studies Diploma
John Mullin John Mullin's Blaylock & Company Experience 2002 - 2004
Job Partner at B2B CFO
Industry Financial Services
Experience
B2B CFO 2013 - Present
Molloy College 2011 - Present
Ticonderoga Securities LLC 2009 - 2013
Pali Capital 2007 - 2009
Macquarie Group 2004 - 2007
Blaylock & Company 2002 - 2004
Tucker Anthony Inc 1997 - 2002
ING Barings Securities Inc 1996 - 1997
Salomon Brothers 1988 - 1996
Ernst & Young 1983 - 1988
Skills
Certified Public..., Series 27 Financial and..., Financial Reporting, Financial Analysis, Acquisitions, Due Diligence, Internal Controls, SEC filings
Education
New York University, Stern School of Business 1990 — 1994
Master of Business Administration (MBA), Finance
Boston College 1979 — 1983
Bachelor of Science (B.S.), Accounting
B2B CFO 2013 - Present
Molloy College 2011 - Present
Ticonderoga Securities LLC 2009 - 2013
Pali Capital 2007 - 2009
Macquarie Group 2004 - 2007
Blaylock & Company 2002 - 2004
Tucker Anthony Inc 1997 - 2002
ING Barings Securities Inc 1996 - 1997
Salomon Brothers 1988 - 1996
Ernst & Young 1983 - 1988
Skills
Certified Public..., Series 27 Financial and..., Financial Reporting, Financial Analysis, Acquisitions, Due Diligence, Internal Controls, SEC filings
Education
New York University, Stern School of Business 1990 — 1994
Master of Business Administration (MBA), Finance
Boston College 1979 — 1983
Bachelor of Science (B.S.), Accounting
Derek Feldshuh Derek Feldshuh's Blaylock & Company Experience May 2004 - August 2004
Job Division Director Financial Services Group at Robert Half
Industry Financial Services
Experience
Robert Half February 2014 - Present
Glass, Lewis & Co. 2013 - 2013
Rotterdam School of Management, Erasmus University January 2011 - March 2012
Merchants' Choice Payment Solutions April 2010 - December 2010
Handsome Trade LLC July 2009 - April 2010
Tudor Investment Corporation August 2006 - December 2008
The Hennessee Group June 2005 - August 2005
Blaylock & Company May 2004 - August 2004
Skills
Strategy, Valuation, Business Strategy, Business Development, Start-ups, Entrepreneurship, Hedge Funds, Strategic Planning, Research, CRM, Microsoft Office, Team Building, Bloomberg, Business Analysis, Financial Reporting, Mentoring, PowerPoint, Teamwork, Sales, International Project..., Business Planning, Fundraising, MBA, Social Networking, Social Media, Team Leadership, Small Business, Merchant Services, Product Development, Data Analysis, Knowledge Management, Outsourcing, Organizational..., Quality Management, Vendor Management, Writing, Bloomberg Terminal, Reuters, Datastream, Strategy Development, Merchant Banking, Alternative Investments, Start-up Ventures, Venture Philanthropy, Non-profit Volunteer, Non-profit Board..., Credit Cards, Recruiting
Education
RSM Erasmus University 2011 — 2012
Master of Business Administration (M.B.A.), Finance
Penn State University 2002 — 2006
Bachelors of Science, Finance and International Business, 3.61
Robert Half February 2014 - Present
Glass, Lewis & Co. 2013 - 2013
Rotterdam School of Management, Erasmus University January 2011 - March 2012
Merchants' Choice Payment Solutions April 2010 - December 2010
Handsome Trade LLC July 2009 - April 2010
Tudor Investment Corporation August 2006 - December 2008
The Hennessee Group June 2005 - August 2005
Blaylock & Company May 2004 - August 2004
Skills
Strategy, Valuation, Business Strategy, Business Development, Start-ups, Entrepreneurship, Hedge Funds, Strategic Planning, Research, CRM, Microsoft Office, Team Building, Bloomberg, Business Analysis, Financial Reporting, Mentoring, PowerPoint, Teamwork, Sales, International Project..., Business Planning, Fundraising, MBA, Social Networking, Social Media, Team Leadership, Small Business, Merchant Services, Product Development, Data Analysis, Knowledge Management, Outsourcing, Organizational..., Quality Management, Vendor Management, Writing, Bloomberg Terminal, Reuters, Datastream, Strategy Development, Merchant Banking, Alternative Investments, Start-up Ventures, Venture Philanthropy, Non-profit Volunteer, Non-profit Board..., Credit Cards, Recruiting
Education
RSM Erasmus University 2011 — 2012
Master of Business Administration (M.B.A.), Finance
Penn State University 2002 — 2006
Bachelors of Science, Finance and International Business, 3.61
Nelson V. Gomez Nelson V. Gomez's Blaylock & Company Experience September 2006 - March 2007
Job Financial Intelligence Citigroup
Industry Financial Services
Experience
Citi June 2013 - Present
Bank of New York Mellon April 2010 - April 2012
Deutsche Bank August 2008 - January 2009
Blaylock & Company September 2006 - March 2007
Citigroup September 2004 - August 2006
TD Waterhouse Investor Services July 2003 - September 2004
Citigroup June 1999 - July 2003
Citigroup August 1997 - June 1999
Skills
Equities, FINRA, Financial Modeling, Series 24, Emerging Markets, Private Equity, Series 63, Series 7, AML, Business Development, Regulations, Securities, Internal Audit, Financial Risk, Mutual Funds, Financial Services, Due Diligence, Hedge Funds, Asset Management, Risk Management, Capital Markets, Financial Advisory, KYC, Investments, Finance, Trading, Wealth Management, Fixed Income, Investment Advisory, Financial Regulation, Options, Derivatives, Alternative Investments, Anti Money Laundering
Education
City University of New York-Brooklyn College
Biology, Biology, Business
James Madison High School
James Madison High School
Kingsborough Community College
Biology, Biology
Citi June 2013 - Present
Bank of New York Mellon April 2010 - April 2012
Deutsche Bank August 2008 - January 2009
Blaylock & Company September 2006 - March 2007
Citigroup September 2004 - August 2006
TD Waterhouse Investor Services July 2003 - September 2004
Citigroup June 1999 - July 2003
Citigroup August 1997 - June 1999
Skills
Equities, FINRA, Financial Modeling, Series 24, Emerging Markets, Private Equity, Series 63, Series 7, AML, Business Development, Regulations, Securities, Internal Audit, Financial Risk, Mutual Funds, Financial Services, Due Diligence, Hedge Funds, Asset Management, Risk Management, Capital Markets, Financial Advisory, KYC, Investments, Finance, Trading, Wealth Management, Fixed Income, Investment Advisory, Financial Regulation, Options, Derivatives, Alternative Investments, Anti Money Laundering
Education
City University of New York-Brooklyn College
Biology, Biology, Business
James Madison High School
James Madison High School
Kingsborough Community College
Biology, Biology
Roxane Snipe's Blaylock & Company Experience February 2001 - October 2004
Job Research Coordinator at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) December 2014 - Present
Susquehanna International Group August 2010 - Present
Jefferies & Company November 2004 - December 2009
Blaylock & Company February 2001 - October 2004
Skills
FINRA, Equities, Series 7, Capital Markets, Hedge Funds, Bloomberg, Securities, Equity Research, Investment Banking, Valuation, Fixed Income, Series 63, Series 24, Financial Modeling, Investments, Due Diligence, Private Equity, Asset Managment, Corporate Finance, Trading, Financial Markets, Options, Equity Valuation
Education
State University of New York College at Purchase 1996 — 2000
Bachelor of Arts, Political Science
Susquehanna International Group, LLP (SIG) December 2014 - Present
Susquehanna International Group August 2010 - Present
Jefferies & Company November 2004 - December 2009
Blaylock & Company February 2001 - October 2004
Skills
FINRA, Equities, Series 7, Capital Markets, Hedge Funds, Bloomberg, Securities, Equity Research, Investment Banking, Valuation, Fixed Income, Series 63, Series 24, Financial Modeling, Investments, Due Diligence, Private Equity, Asset Managment, Corporate Finance, Trading, Financial Markets, Options, Equity Valuation
Education
State University of New York College at Purchase 1996 — 2000
Bachelor of Arts, Political Science
Nathaniel Christian's Blaylock & Company Experience September 1997 - December 2005
Job Managing Director/General Counsel at CastleOak
Industry Investment Banking
Experience
National Association of Securities Professionals 2007 - Present
CastleOak Securities December 2005 - Present
CastleOak December 2005 - Present
Blaylock & Company September 1997 - December 2005
Blaylock & Company September 1997 - December 2005
Skills
Securities, Hedge Funds, Business Development, Equities, Alternative Investments, Corporate Governance, Securities Regulation, Capital Markets, Series 24, Private Equity, Management, Fixed Income, Series 7, Investment Management, Due Diligence, Corporate Finance, Asset Management, Corporate Law, Investment Banking, Investments, Mergers & Acquisitions, Portfolio Management
Education
University of California, Los Angeles - School of Law 1984 — 1987
JD, Law
Columbia University in the City of New York 1979 — 1983
AB, Economics and History
Horace Mann School 1973 — 1979
HS
National Association of Securities Professionals 2007 - Present
CastleOak Securities December 2005 - Present
CastleOak December 2005 - Present
Blaylock & Company September 1997 - December 2005
Blaylock & Company September 1997 - December 2005
Skills
Securities, Hedge Funds, Business Development, Equities, Alternative Investments, Corporate Governance, Securities Regulation, Capital Markets, Series 24, Private Equity, Management, Fixed Income, Series 7, Investment Management, Due Diligence, Corporate Finance, Asset Management, Corporate Law, Investment Banking, Investments, Mergers & Acquisitions, Portfolio Management
Education
University of California, Los Angeles - School of Law 1984 — 1987
JD, Law
Columbia University in the City of New York 1979 — 1983
AB, Economics and History
Horace Mann School 1973 — 1979
HS
Kristofer Williams's Blaylock & Company Experience October 2000 - October 2004
Job Executive Directer at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2008 - Present
Goldman Sachs August 2005 - January 2008
Blaylock & Company October 2000 - October 2004
Dealogic June 1999 - October 2000
Skills
Trading, Investment Banking, Options, Capital Markets, Equity Trading, Equities, ETFs, Finance, Securities, Series 7, Series 4, Series 55, Series 63, FINRA, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
M.B.A., Quantitative Finance, Financial Instruments and Markets
Morgan State University 1995 — 1999
B.S., Finance
Morgan Stanley June 2008 - Present
Goldman Sachs August 2005 - January 2008
Blaylock & Company October 2000 - October 2004
Dealogic June 1999 - October 2000
Skills
Trading, Investment Banking, Options, Capital Markets, Equity Trading, Equities, ETFs, Finance, Securities, Series 7, Series 4, Series 55, Series 63, FINRA, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
M.B.A., Quantitative Finance, Financial Instruments and Markets
Morgan State University 1995 — 1999
B.S., Finance
Samuel Gottesman's Blaylock & Company Experience 2005 - 2005
Job Managing Director, Market Executive at U.S. Trust, Bank of America Wealth Management
Industry Banking
Experience
U.S. Trust, Bank of America Wealth Management March 2014 - Present
JP Morgan September 2012 - March 2014
JP Morgan April 2010 - September 2012
Magnifier Asset Management, LLC. April 2009 - March 2010
Mizuho Alternative Investments March 2006 - March 2009
Mizuho Corporate Bank, Ltd. 2006 - 2009
Blaylock & Company 2005 - 2005
Commerzbank 2001 - 2004
Bear Stearns 1993 - 2000
Credit Suisse 1992 - 1992
Skills
Private Banking, Wealth Management, Portfolio Management, Risk Management, Wealth Advisory, Family Office, Structured Lending, Credit, Trust and Estate..., Alternative Investments, Hedge Funds, Private Equity, Investment Strategies, Marketing, Capital Markets, Proprietary Trading, Institutional Sales, Investments, Derivatives, Trading, Asset Management
Education
University at Buffalo 1974 — 1981
MBA, Finance, Economics
University at Buffalo 1974 — 1981
MBA, FINANCE AND ECONOMICS
U.S. Trust, Bank of America Wealth Management March 2014 - Present
JP Morgan September 2012 - March 2014
JP Morgan April 2010 - September 2012
Magnifier Asset Management, LLC. April 2009 - March 2010
Mizuho Alternative Investments March 2006 - March 2009
Mizuho Corporate Bank, Ltd. 2006 - 2009
Blaylock & Company 2005 - 2005
Commerzbank 2001 - 2004
Bear Stearns 1993 - 2000
Credit Suisse 1992 - 1992
Skills
Private Banking, Wealth Management, Portfolio Management, Risk Management, Wealth Advisory, Family Office, Structured Lending, Credit, Trust and Estate..., Alternative Investments, Hedge Funds, Private Equity, Investment Strategies, Marketing, Capital Markets, Proprietary Trading, Institutional Sales, Investments, Derivatives, Trading, Asset Management
Education
University at Buffalo 1974 — 1981
MBA, Finance, Economics
University at Buffalo 1974 — 1981
MBA, FINANCE AND ECONOMICS
Obataiye Brooks's Blaylock & Company Experience June 2003 - August 2003
Job Investment Banking / Advisory Professional
Industry Financial Services
Experience
CastleOak Securities, L.P. July 2015 - Present
Lehman Brothers Holdings Inc. May 2015 - July 2015
Boardi Advisory (startup) May 2014 - May 2015
Goldman Sachs August 2010 - May 2014
PFM Asset Management LLC February 2005 - July 2010
Blaylock & Company June 2003 - August 2003
Skills
Risk Management, Financial Structuring, Interest Rate..., Hedging, Financial Modeling, Investment Banking, Capital Markets, Financial Analysis, Finance, Fixed Income, Valuation, Project Management
Education
Rensselaer Polytechnic Institute 2000 — 2004
B.S., Management: Finance, Entrepreneurship
CastleOak Securities, L.P. July 2015 - Present
Lehman Brothers Holdings Inc. May 2015 - July 2015
Boardi Advisory (startup) May 2014 - May 2015
Goldman Sachs August 2010 - May 2014
PFM Asset Management LLC February 2005 - July 2010
Blaylock & Company June 2003 - August 2003
Skills
Risk Management, Financial Structuring, Interest Rate..., Hedging, Financial Modeling, Investment Banking, Capital Markets, Financial Analysis, Finance, Fixed Income, Valuation, Project Management
Education
Rensselaer Polytechnic Institute 2000 — 2004
B.S., Management: Finance, Entrepreneurship
Drew Beal's Blaylock & Company Experience June 2005 - August 2005
Job Financial Analyst (FP&A) at Mitchell International
Industry Computer Software
Experience
Mitchell International July 2015 - Present
Kill the Cup October 2013 - Present
UC San Diego September 2011 - June 2013
UC San Diego April 2012 - May 2013
State Street May 2008 - May 2011
Blaylock & Company June 2005 - August 2005
Skills
Entrepreneurship, Start-ups, Leadership, Financial Modeling, Financial Analysis, Social Media Marketing, Nonprofits, Sustainability, Relationship Management, Business Planning
Education
UCSD Rady School of Management 2011 — 2013
Master of Business Administration
The College of New Jersey 2003 — 2007
BS, Cum Laude
University of Oxford 2006 — 2006
Mitchell International July 2015 - Present
Kill the Cup October 2013 - Present
UC San Diego September 2011 - June 2013
UC San Diego April 2012 - May 2013
State Street May 2008 - May 2011
Blaylock & Company June 2005 - August 2005
Skills
Entrepreneurship, Start-ups, Leadership, Financial Modeling, Financial Analysis, Social Media Marketing, Nonprofits, Sustainability, Relationship Management, Business Planning
Education
UCSD Rady School of Management 2011 — 2013
Master of Business Administration
The College of New Jersey 2003 — 2007
BS, Cum Laude
University of Oxford 2006 — 2006
Mike Plancey, CFA's Blaylock & Company Experience February 2004 - May 2005
Job Senior Analyst at NN Investment Partners
Industry Investment Management
Experience
NN Investment Partners (fka ING Investment Management) March 2012 - Present
Strategic Value Partners September 2011 - February 2012
UBS July 2010 - September 2011
Credit Suisse May 2005 - July 2010
Blaylock & Company February 2004 - May 2005
Assured Guaranty January 2003 - January 2004
Merrill Lynch July 1996 - February 2002
Skills
Leveraged Finance, Investments, Bonds, High Yield, Capital Structure, Loans, Credit Analysis, Asset Management, Asset Managment, Bloomberg, Capital Markets, Hedge Funds, Financial Structuring, Credit, Credit Risk, Fixed Income Analysis, Valuation, Fixed Income, Investment Banking, Portfolio Management, Credit Derivatives, Alternative Investments
Education
Wharton School, University of Pennsylvania 1990 — 1994
bse, finance
NN Investment Partners (fka ING Investment Management) March 2012 - Present
Strategic Value Partners September 2011 - February 2012
UBS July 2010 - September 2011
Credit Suisse May 2005 - July 2010
Blaylock & Company February 2004 - May 2005
Assured Guaranty January 2003 - January 2004
Merrill Lynch July 1996 - February 2002
Skills
Leveraged Finance, Investments, Bonds, High Yield, Capital Structure, Loans, Credit Analysis, Asset Management, Asset Managment, Bloomberg, Capital Markets, Hedge Funds, Financial Structuring, Credit, Credit Risk, Fixed Income Analysis, Valuation, Fixed Income, Investment Banking, Portfolio Management, Credit Derivatives, Alternative Investments
Education
Wharton School, University of Pennsylvania 1990 — 1994
bse, finance
Carol Lister's Blaylock & Company Experience 1994 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
KeyBanc Capital Markets 2006 - 2010
Blaylock & Company 1994 - 2006
Public Resources Advisory Group 1991 - 1994
PaineWebber 1989 - 1991
Education
Brown University 1985 — 1989
BA, Political Science
KeyBanc Capital Markets 2006 - 2010
Blaylock & Company 1994 - 2006
Public Resources Advisory Group 1991 - 1994
PaineWebber 1989 - 1991
Education
Brown University 1985 — 1989
BA, Political Science
Ed McGhee's Blaylock & Company Experience March 1994 - April 2007
Job Managing Director, Fixed Income at CastleOak Securities, L.P.
Industry Financial Services
Experience
CastleOak Securities, L.P. August 2007 - Present
Blaylock & Company March 1994 - April 2007
Prudential Securities May 1987 - February 1994
Chemical Bank April 1983 - June 1987
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Capital Markets, Securities, Alternative Investments, Investment Banking, Asset Management, Bloomberg, Valuation, Series 63, Trading, Portfolio Management, Investment Management
Education
Morehouse College 1980 — 1983
BA, Finance
CastleOak Securities, L.P. August 2007 - Present
Blaylock & Company March 1994 - April 2007
Prudential Securities May 1987 - February 1994
Chemical Bank April 1983 - June 1987
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Capital Markets, Securities, Alternative Investments, Investment Banking, Asset Management, Bloomberg, Valuation, Series 63, Trading, Portfolio Management, Investment Management
Education
Morehouse College 1980 — 1983
BA, Finance
Thomas Devane's Blaylock & Company Experience March 2005 - March 2008
Job at GoldPoint Capital Partners, Inc
Industry Capital Markets
Experience
GoldPoint Capital Partners, Inc September 2000 - Present
Goldpoint Capital Partners January 2000 - Present
Blaylock & Company March 2005 - March 2008
Gilford Securities January 1992 - January 2000
Lehman Brothers Chairman’s Council January 1988 - January 1992
Lehman Brothers January 1988 - January 1992
Merrill Lynch January 1984 - January 1986
Skills
Investment Banking, Private Equity, Securities, Trading, Equities, Hedge Funds, Capital, Institutional, Venture Capital, Asset Management, Financial Planning, Capital Markets, Corporate Finance, Financial Modeling, Biotechnology, Investments, Portfolio Management, Private Placements, Financial Markets, Valuation, Alternative Investments, Mergers, Financial Analysis, Equity Valuation, Structuring, IPO, Due Diligence, Series 7, Funding, Debt, Equity Capital Markets, Start-ups, Restructuring, Corporate Development, Deal Structuring, Structured Finance, Equity Trading, Special Situations, Investor Relations, Fixed Income, Equity Research
Education
NYU Stern School of Business 1984 — 1985
Securities Principals Training
Manhattan College 1976 — 1982
B.S, Business Administration/ Economics
GoldPoint Capital Partners, Inc September 2000 - Present
Goldpoint Capital Partners January 2000 - Present
Blaylock & Company March 2005 - March 2008
Gilford Securities January 1992 - January 2000
Lehman Brothers Chairman’s Council January 1988 - January 1992
Lehman Brothers January 1988 - January 1992
Merrill Lynch January 1984 - January 1986
Skills
Investment Banking, Private Equity, Securities, Trading, Equities, Hedge Funds, Capital, Institutional, Venture Capital, Asset Management, Financial Planning, Capital Markets, Corporate Finance, Financial Modeling, Biotechnology, Investments, Portfolio Management, Private Placements, Financial Markets, Valuation, Alternative Investments, Mergers, Financial Analysis, Equity Valuation, Structuring, IPO, Due Diligence, Series 7, Funding, Debt, Equity Capital Markets, Start-ups, Restructuring, Corporate Development, Deal Structuring, Structured Finance, Equity Trading, Special Situations, Investor Relations, Fixed Income, Equity Research
Education
NYU Stern School of Business 1984 — 1985
Securities Principals Training
Manhattan College 1976 — 1982
B.S, Business Administration/ Economics