Blaylock Beal Van, LLC
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Blaylock Beal Van, LLC Employees
Employee
Years
Job
Industry
Omur Muhafiz Munoz Omur Muhafiz Munoz's Blaylock Beal Van, LLC Experience February 2014 - Present
Job Research Analyst at Blaylock Beal Van, LLC
Industry Information Technology and Services
Experience
Blaylock Beal Van, LLC February 2014 - Present
YouNoodle September 2013 - December 2013
ODS Danışmanlık September 2010 - June 2011
Development Bank of Turkey June 2008 - July 2008
Skills
Grant Writing, Mathematics, Economics, Development Projects, Market Research, Marketing, Finance, Microsoft Excel, Marketing Research, Leadership, Entrepreneurship, Project Management, Budgets, Program Management, Competitive Analysis, Proposal Writing, Analysis, Financial Modeling, Business Planning, Recruiting
Education
San Francisco State University, College of Business 2011 — 2014
Master of Business Administration (MBA)
Bilkent University 2007 — 2010
Bachelor of Arts (BA), Economics
Blaylock Beal Van, LLC February 2014 - Present
YouNoodle September 2013 - December 2013
ODS Danışmanlık September 2010 - June 2011
Development Bank of Turkey June 2008 - July 2008
Skills
Grant Writing, Mathematics, Economics, Development Projects, Market Research, Marketing, Finance, Microsoft Excel, Marketing Research, Leadership, Entrepreneurship, Project Management, Budgets, Program Management, Competitive Analysis, Proposal Writing, Analysis, Financial Modeling, Business Planning, Recruiting
Education
San Francisco State University, College of Business 2011 — 2014
Master of Business Administration (MBA)
Bilkent University 2007 — 2010
Bachelor of Arts (BA), Economics
John Engles, CFA John Engles, CFA's Blaylock Beal Van, LLC Experience October 2014 - Present
Job SVP at Blaylock Beal Van, LLC
Industry Financial Services
Experience
Blaylock Beal Van, LLC October 2014 - Present
Fidelity Capital Markets February 2001 - July 2014
Ramirez & Co., Inc. March 1995 - February 2001
Donaldson, Lufkin & Jenrette March 1993 - January 1995
Kidder Peabody March 1991 - March 1993
Chemical Bank (now JPMorgan Chase) June 1980 - March 1991
Skills
Fixed Income, Bloomberg, Series 7, Equities, Capital Markets, Trading, Series 63, Derivatives, Hedge Funds, Securities, Portfolio Management, Financial Markets, Mutual Funds, Investments, Asset Management, Options, Electronic Trading, Alternative Investments, Bonds, Trading Systems
Education
Wharton School, University of Pennsylvania 1978 — 1980
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1972 — 1976
Bachelor of Arts (B.A.), History
Blaylock Beal Van, LLC October 2014 - Present
Fidelity Capital Markets February 2001 - July 2014
Ramirez & Co., Inc. March 1995 - February 2001
Donaldson, Lufkin & Jenrette March 1993 - January 1995
Kidder Peabody March 1991 - March 1993
Chemical Bank (now JPMorgan Chase) June 1980 - March 1991
Skills
Fixed Income, Bloomberg, Series 7, Equities, Capital Markets, Trading, Series 63, Derivatives, Hedge Funds, Securities, Portfolio Management, Financial Markets, Mutual Funds, Investments, Asset Management, Options, Electronic Trading, Alternative Investments, Bonds, Trading Systems
Education
Wharton School, University of Pennsylvania 1978 — 1980
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1972 — 1976
Bachelor of Arts (B.A.), History
Cornell Toney Cornell Toney's Blaylock Beal Van, LLC Experience May 2012 - Present
Job Senior Vice President at Blaylock Robert Van, LLC
Industry Financial Services
Experience
Blaylock Beal Van, LLC May 2012 - Present
JMP Securities April 2001 - 2012
Robertson Stephens Inc January 1999 - January 2001
Salomon Brothers Inc 1995 - 1999
Salomon Brothers Inc 1994 - 1995
Skills
Fixed Income, Trading, Equities, Investments, Securities, Series 7, Bloomberg, Investment Banking, Series 63, Capital Markets, Hedge Funds, Asset Management, Alternative Investments, Equity Trading, Electronic Trading, Equity Research, Portfolio Management, Market Data, Bonds, Valuation, Economics
Education
Howard University 1989 — 1994
Bachelor of Science (B.S.), Electrical Engineering
Blaylock Beal Van, LLC May 2012 - Present
JMP Securities April 2001 - 2012
Robertson Stephens Inc January 1999 - January 2001
Salomon Brothers Inc 1995 - 1999
Salomon Brothers Inc 1994 - 1995
Skills
Fixed Income, Trading, Equities, Investments, Securities, Series 7, Bloomberg, Investment Banking, Series 63, Capital Markets, Hedge Funds, Asset Management, Alternative Investments, Equity Trading, Electronic Trading, Equity Research, Portfolio Management, Market Data, Bonds, Valuation, Economics
Education
Howard University 1989 — 1994
Bachelor of Science (B.S.), Electrical Engineering
Osee Pierre Osee Pierre's Blaylock Beal Van, LLC Experience October 2014 - Present
Job Senior Vice President
Industry Investment Banking
Experience
Blaylock Beal Van, LLC October 2014 - Present
M.R. Beal & Company November 2010 - September 2014
Siebert Brandford Shank August 2008 - October 2010
UBS May 2007 - June 2008
Citi June 2004 - May 2007
Citi July 2001 - June 2004
Skills
Bonds, Restructuring, Investment Banking, Capital Markets, Fixed Income, Public Finance, Investments, Bloomberg, Finance, Financial Modeling, Financial Analysis, Project Finance, Due Diligence, Series 63, Securities
Education
University of Pennsylvania 1999 — 2001
Master, Government
College of the Holy Cross 1995 — 1999
Bachelor of Arts, Economics
Seton Hall Prep High School 1991 — 1995
Sacred Heart, Bloomfield, New Jersey
Sacred Heart, Bloomfield, New Jersey
Blaylock Beal Van, LLC October 2014 - Present
M.R. Beal & Company November 2010 - September 2014
Siebert Brandford Shank August 2008 - October 2010
UBS May 2007 - June 2008
Citi June 2004 - May 2007
Citi July 2001 - June 2004
Skills
Bonds, Restructuring, Investment Banking, Capital Markets, Fixed Income, Public Finance, Investments, Bloomberg, Finance, Financial Modeling, Financial Analysis, Project Finance, Due Diligence, Series 63, Securities
Education
University of Pennsylvania 1999 — 2001
Master, Government
College of the Holy Cross 1995 — 1999
Bachelor of Arts, Economics
Seton Hall Prep High School 1991 — 1995
Sacred Heart, Bloomfield, New Jersey
Sacred Heart, Bloomfield, New Jersey
Matthew Middendorf Matthew Middendorf's Blaylock Beal Van, LLC Experience September 2009 - January 2011
Job Managing Director at CastleOak Securities, L.P.
Industry Financial Services
Experience
CastleOak Securities, L.P. February 2011 - Present
Blaylock Beal Van, LLC September 2009 - January 2011
SBK Brooks Investment Corp. 1998 - 2009
Skills
Investments, Capital Markets, Fixed Income, Series 7, Securities, Series 63, Equities, Portfolio Management, Trading, Investment Banking, FINRA, Bonds, Bloomberg, Asset Management, Alternative Investments
Education
Kent State University
Bachelor of Business Administration (B.B.A.), Finance
CastleOak Securities, L.P. February 2011 - Present
Blaylock Beal Van, LLC September 2009 - January 2011
SBK Brooks Investment Corp. 1998 - 2009
Skills
Investments, Capital Markets, Fixed Income, Series 7, Securities, Series 63, Equities, Portfolio Management, Trading, Investment Banking, FINRA, Bonds, Bloomberg, Asset Management, Alternative Investments
Education
Kent State University
Bachelor of Business Administration (B.B.A.), Finance
Dmitriy Aronov's Blaylock Beal Van, LLC Experience June 2014 - Present
Job Investment Banking Analyst at Blaylock Beal Van, LLC
Industry Investment Banking
Experience
Blaylock Beal Van, LLC June 2014 - Present
Kota Global Securities July 2013 - May 2014
A&R Small Business Economic Specialists LLC May 2012 - July 2013
BNB Tax preparation Services December 2008 - May 2013
Skills
Finance, Microsoft Excel, Economics, Accounting, Financial Analysis, Investments, PowerPoint, Mergers & Acquisitions, Research, Management, Analysis, Data Analysis, Tax Preparation, Bloomberg Software, Financial Modeling, Due Diligence, Equities, Financial Statements, Small Business, Forecasting, Data Coding, FactSet software, Valuation, Investment Banking, Capital Markets
Education
City University of New York City College 2007 — 2012
Bachelor of Arts (B.A.)
beach channel high school 2003 — 2007
Blaylock Beal Van, LLC June 2014 - Present
Kota Global Securities July 2013 - May 2014
A&R Small Business Economic Specialists LLC May 2012 - July 2013
BNB Tax preparation Services December 2008 - May 2013
Skills
Finance, Microsoft Excel, Economics, Accounting, Financial Analysis, Investments, PowerPoint, Mergers & Acquisitions, Research, Management, Analysis, Data Analysis, Tax Preparation, Bloomberg Software, Financial Modeling, Due Diligence, Equities, Financial Statements, Small Business, Forecasting, Data Coding, FactSet software, Valuation, Investment Banking, Capital Markets
Education
City University of New York City College 2007 — 2012
Bachelor of Arts (B.A.)
beach channel high school 2003 — 2007
Daniel Barker's Blaylock Beal Van, LLC Experience October 2013 - June 2015
Job Regional Director at Willis Consulting, Inc.
Industry Financial Services
Experience
Blaylock Beal Van, LLC October 2013 - June 2015
Amernet August 2011 - October 2013
WorldWide Speakers Group March 2011 - August 2011
Caldwell, Flores Winters, Inc January 2007 - January 2009
M.L Stern & Company April 2003 - December 2006
Western Municipal Securities January 2000 - January 2003
UBS PaineWebber, Inc January 1998 - January 2000
Stone & Youngberg LLC January 1993 - January 1998
Charles Schwab 1991 - 1992
Nuveen Investments 1988 - 1990
Skills
Business Development, Leadership, Sales, Management, Strategic Partnerships, Start-ups, CRM, Strategy, New Business Development, Financial Services, Finance, Banking, Lead Generation, Strategic Planning, Financial Analysis, Enterprise Software, Solution Selling, Series 7, Fixed Income, Securities, trading, municipal bonds, Municipal Bonds, Municipalities, Trading
Education
San Diego State University-California State University 1981 — 1986
Bachelor of Arts, Environmental and Resource Geography
Miramonte High School
tassajara
Blaylock Beal Van, LLC October 2013 - June 2015
Amernet August 2011 - October 2013
WorldWide Speakers Group March 2011 - August 2011
Caldwell, Flores Winters, Inc January 2007 - January 2009
M.L Stern & Company April 2003 - December 2006
Western Municipal Securities January 2000 - January 2003
UBS PaineWebber, Inc January 1998 - January 2000
Stone & Youngberg LLC January 1993 - January 1998
Charles Schwab 1991 - 1992
Nuveen Investments 1988 - 1990
Skills
Business Development, Leadership, Sales, Management, Strategic Partnerships, Start-ups, CRM, Strategy, New Business Development, Financial Services, Finance, Banking, Lead Generation, Strategic Planning, Financial Analysis, Enterprise Software, Solution Selling, Series 7, Fixed Income, Securities, trading, municipal bonds, Municipal Bonds, Municipalities, Trading
Education
San Diego State University-California State University 1981 — 1986
Bachelor of Arts, Environmental and Resource Geography
Miramonte High School
tassajara
William E Matlock, Jr. William E Matlock, Jr.'s Blaylock Beal Van, LLC Experience October 2013 - Present
Job Senior Vice President at Blaylock Beal Van, LLC
Industry Investment Banking
Experience
Blaylock Beal Van, LLC October 2013 - Present
CastleOak Securities, L.P. February 2011 - September 2013
Blaylock Robert Van, LLC June 2009 - February 2011
SBK-Brooks Investment Corp. January 1998 - June 2009
Ohio Treasurer of State January 1995 - December 1998
The Ohio State University January 1992 - December 1995
Bank One Trust Company March 1988 - December 1992
Skills
Capital Markets, Securities, Series 7, Investments, Portfolio Management, Financial Analysis, Fixed Income, Financial Modeling, Banking, Series 63, Asset Managment, Hedge Funds
Education
Cleveland State University 1978 — 1983
Bachelor of Business Administration, Accounting & Financial Mgnt.
University Of North Carolina at Charolett
Certified Corporate Trust Specialist, Corporate Trust Administration
Blaylock Beal Van, LLC October 2013 - Present
CastleOak Securities, L.P. February 2011 - September 2013
Blaylock Robert Van, LLC June 2009 - February 2011
SBK-Brooks Investment Corp. January 1998 - June 2009
Ohio Treasurer of State January 1995 - December 1998
The Ohio State University January 1992 - December 1995
Bank One Trust Company March 1988 - December 1992
Skills
Capital Markets, Securities, Series 7, Investments, Portfolio Management, Financial Analysis, Fixed Income, Financial Modeling, Banking, Series 63, Asset Managment, Hedge Funds
Education
Cleveland State University 1978 — 1983
Bachelor of Business Administration, Accounting & Financial Mgnt.
University Of North Carolina at Charolett
Certified Corporate Trust Specialist, Corporate Trust Administration
Aquacena Lopez Aquacena Lopez's Blaylock Beal Van, LLC Experience April 2009 - Present
Job Public Finance Investment Banker
Industry Financial Services
Experience
Blaylock Beal Van, LLC April 2009 - Present
A. Lopez & Associates LLC 2000 - April 2009
Vogel Lopez & Associates, Inc. 1997 - 2000
KNN 1989 - 1997
Skills
Investment Banking, Public Finance, Securities, Financial Structuring, Investments, Bonds
Education
University of California, Berkeley - Walter A. Haas School of Business 1987 — 1989
MBA
Blaylock Beal Van, LLC April 2009 - Present
A. Lopez & Associates LLC 2000 - April 2009
Vogel Lopez & Associates, Inc. 1997 - 2000
KNN 1989 - 1997
Skills
Investment Banking, Public Finance, Securities, Financial Structuring, Investments, Bonds
Education
University of California, Berkeley - Walter A. Haas School of Business 1987 — 1989
MBA
Parth Patel's Blaylock Beal Van, LLC Experience December 2013 - April 2015
Job Corporate Finance Intern, NRG Energy
Industry Financial Services
Experience
NRG Energy May 2015 - Present
Blaylock Beal Van, LLC December 2013 - April 2015
Chubb Insurance June 2014 - August 2014
First Investors September 2013 - December 2013
Subway September 2011 - July 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Market Research, Accounting, VBA, Bloomberg, Corporate Finance, Finance, Investment Banking, Microsoft Office, Investments, Valuation
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2016
Bachelor of Science (BS), Accounting and Finance
Bridgewater-Raritan High School 2007 — 2011
NRG Energy May 2015 - Present
Blaylock Beal Van, LLC December 2013 - April 2015
Chubb Insurance June 2014 - August 2014
First Investors September 2013 - December 2013
Subway September 2011 - July 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Market Research, Accounting, VBA, Bloomberg, Corporate Finance, Finance, Investment Banking, Microsoft Office, Investments, Valuation
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2016
Bachelor of Science (BS), Accounting and Finance
Bridgewater-Raritan High School 2007 — 2011
John Pascente, CFA's Blaylock Beal Van, LLC Experience September 2010 - Present
Job Senior Vice President at Blaylock Beal Van, LLC
Industry Investment Banking
Experience
Blaylock Beal Van, LLC September 2010 - Present
Cabrera Capital Markets, LLC April 2006 - September 2010
Optimo Asset Management March 2005 - April 2006
Bernardi Securities, Inc. 1998 - 2005
Morgan Stanley Dean Witter 1997 - 1998
Skills
Fixed Income, Equities, Series 7, Hedge Funds, Asset Managment, Capital Markets, Portfolio Management, Alternative Investments, Investments, Series 63, Bloomberg, Derivatives, Financial Services, Investment Management, Banking, Securities, Strategic Financial..., Relationship Management, Financial Modeling, Asset Management, Investment Banking, Valuation, Bonds, Morningstar, Private Equity, Finance, Mutual Funds, Institutional..., Trading, Equity Capital Markets, Financial Planning
Education
University of Illinois at Chicago 1995 — 1997
BS, Finance
University of Illinois at Urbana-Champaign 1992 — 1995
Finance/ Economics
St. Ignatius College Prep 1988 — 1992
HS, HS
Blaylock Beal Van, LLC September 2010 - Present
Cabrera Capital Markets, LLC April 2006 - September 2010
Optimo Asset Management March 2005 - April 2006
Bernardi Securities, Inc. 1998 - 2005
Morgan Stanley Dean Witter 1997 - 1998
Skills
Fixed Income, Equities, Series 7, Hedge Funds, Asset Managment, Capital Markets, Portfolio Management, Alternative Investments, Investments, Series 63, Bloomberg, Derivatives, Financial Services, Investment Management, Banking, Securities, Strategic Financial..., Relationship Management, Financial Modeling, Asset Management, Investment Banking, Valuation, Bonds, Morningstar, Private Equity, Finance, Mutual Funds, Institutional..., Trading, Equity Capital Markets, Financial Planning
Education
University of Illinois at Chicago 1995 — 1997
BS, Finance
University of Illinois at Urbana-Champaign 1992 — 1995
Finance/ Economics
St. Ignatius College Prep 1988 — 1992
HS, HS
Samphas Chhea's Blaylock Beal Van, LLC Experience February 2014 - October 2014
Job
Industry Investment Banking
Experience
Ramirez & Co., Inc. October 2014 - Present
Blaylock Beal Van, LLC February 2014 - October 2014
M.R. Beal & Company March 2012 - January 2014
M.R. Beal & Company January 2010 - March 2012
Banc of America Securities June 2007 - April 2009
Banc of America Securities, LLC June 2004 - June 2007
Bear Stearns January 2004 - June 2004
New York State Housing Finance Agency June 2003 - January 2004
Skills
Excel, Fixed Income, Public Finance, Bloomberg, Financial Modeling, Microsoft Office, Municipal, Investment Banking, Bonds
Education
Bronx Science
Union College
B.S., Mathematics
Ramirez & Co., Inc. October 2014 - Present
Blaylock Beal Van, LLC February 2014 - October 2014
M.R. Beal & Company March 2012 - January 2014
M.R. Beal & Company January 2010 - March 2012
Banc of America Securities June 2007 - April 2009
Banc of America Securities, LLC June 2004 - June 2007
Bear Stearns January 2004 - June 2004
New York State Housing Finance Agency June 2003 - January 2004
Skills
Excel, Fixed Income, Public Finance, Bloomberg, Financial Modeling, Microsoft Office, Municipal, Investment Banking, Bonds
Education
Bronx Science
Union College
B.S., Mathematics
David Cancro's Blaylock Beal Van, LLC Experience March 2014 - April 2015
Job Managaing Director at CV Brokerage
Industry Financial Services
Experience
CV Brokerage May 2015 - Present
Blaylock Beal Van, LLC March 2014 - April 2015
Kota Global Securities June 2013 - March 2014
Toussaint Capital Partners October 2012 - June 2013
Acadia Asset Management LLC November 2010 - July 2012
Prudential Financial March 2004 - November 2010
Oppenheimer & Co. Inc. March 2002 - April 2004
Prudential Financial September 1991 - May 2002
Skills
Hedge Funds, Portfolio Management, Trading, Derivatives, Fixed Income, Options, Series 7, Bloomberg, Equities, Alternative Investments, Commodity, Trading Systems, Series 63, Mutual Funds, Asset Managment, Bonds, Financial Services, series 55, Capital Markets, Asset Management
Education
Fairfield University 1987 — 1991
BA, Math
Fairfield University 1987 — 1991
Bachelor of Arts (BA), Mathematics
CV Brokerage May 2015 - Present
Blaylock Beal Van, LLC March 2014 - April 2015
Kota Global Securities June 2013 - March 2014
Toussaint Capital Partners October 2012 - June 2013
Acadia Asset Management LLC November 2010 - July 2012
Prudential Financial March 2004 - November 2010
Oppenheimer & Co. Inc. March 2002 - April 2004
Prudential Financial September 1991 - May 2002
Skills
Hedge Funds, Portfolio Management, Trading, Derivatives, Fixed Income, Options, Series 7, Bloomberg, Equities, Alternative Investments, Commodity, Trading Systems, Series 63, Mutual Funds, Asset Managment, Bonds, Financial Services, series 55, Capital Markets, Asset Management
Education
Fairfield University 1987 — 1991
BA, Math
Fairfield University 1987 — 1991
Bachelor of Arts (BA), Mathematics
William Howarth's Blaylock Beal Van, LLC Experience February 2014 - Present
Job Investment Banking Analyst
Industry Investment Banking
Experience
Blaylock Beal Van, LLC February 2014 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Blaylock Beal Van, LLC February 2014 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013