Blaylock Robert Van, LLC
Industry: Capital market company
DescriptionFounded: 1991 Subsidiary: Blaylock Van, LLC, Research Division
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Blaylock Robert Van, LLC Employees
Employee
Years
Job
Industry
Winsome A. (Winnie) Smith, MBA Winsome A. (Winnie) Smith, MBA's Blaylock Robert Van, LLC Experience April 2000 - September 2008
Job Subteaching Grades K12 at Gwinnett County Public Schools
Industry Consumer Services
Experience
Gwinnett County Public Schools September 2014 - Present
Stone Mountain SDA Church - Food Pantry July 2011 - June 2014
Rapid Tax Services March 2013 - April 2014
Various Non Profit Organizations January 2009 - June 2010
Jackson Hewitt January 2010 - April 2010
Blaylock Robert Van, LLC April 2000 - September 2008
Skills
Financial Reporting, Journal Entries, Sales Tax, Accounting, Tax Preparation, Accounts Payable, Account Reconciliation, Financial Analysis, General Ledger, Office Management, Financial Statements, Budgets, QuickBooks, Payroll, Auditing, Bookkeeping, Finance, Analysis, Bank Reconciliation, Internal Controls, Training, Leadership, Management, Human Resources, Small Business, Tax, Cash Flow, Financial Accounting, Access, Managerial Finance, Accounts Receivable, Microsoft Office
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
General Management, Accounting and Business/Management, 3.90
City University of New York - York College 1995 — 1999
Bachelor of Science (BS), Accounting, 3.9
Gwinnett County Public Schools September 2014 - Present
Stone Mountain SDA Church - Food Pantry July 2011 - June 2014
Rapid Tax Services March 2013 - April 2014
Various Non Profit Organizations January 2009 - June 2010
Jackson Hewitt January 2010 - April 2010
Blaylock Robert Van, LLC April 2000 - September 2008
Skills
Financial Reporting, Journal Entries, Sales Tax, Accounting, Tax Preparation, Accounts Payable, Account Reconciliation, Financial Analysis, General Ledger, Office Management, Financial Statements, Budgets, QuickBooks, Payroll, Auditing, Bookkeeping, Finance, Analysis, Bank Reconciliation, Internal Controls, Training, Leadership, Management, Human Resources, Small Business, Tax, Cash Flow, Financial Accounting, Access, Managerial Finance, Accounts Receivable, Microsoft Office
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
General Management, Accounting and Business/Management, 3.90
City University of New York - York College 1995 — 1999
Bachelor of Science (BS), Accounting, 3.9
Jonathan Roth Jonathan Roth's Blaylock Robert Van, LLC Experience March 2010 - August 2010
Job Director of Investments at Comprehensive Consulting Group, CCG Investments.
Industry Financial Services
Experience
Comprehensive Consulting Group, CCG Investments April 2015 - Present
Community Chest of Port Washington July 2014 - Present
Northwestern Mutual September 2010 - March 2015
Port Washington Crisis Relief Team January 2012 - October 2014
Blaylock Robert Van, LLC March 2010 - August 2010
J.W. Seligman/Ameriprise, RiverSource Investments. 1994 - July 2010
IBJ Schroder Bank January 1987 - January 1994
Schroder Capital Management Intl. Ltd. January 1986 - January 1988
Education
State University of New York College at Cortland 1981 — 1985
BA, Economics
Schreiber High School 1979 — 1981
Comprehensive Consulting Group, CCG Investments April 2015 - Present
Community Chest of Port Washington July 2014 - Present
Northwestern Mutual September 2010 - March 2015
Port Washington Crisis Relief Team January 2012 - October 2014
Blaylock Robert Van, LLC March 2010 - August 2010
J.W. Seligman/Ameriprise, RiverSource Investments. 1994 - July 2010
IBJ Schroder Bank January 1987 - January 1994
Schroder Capital Management Intl. Ltd. January 1986 - January 1988
Education
State University of New York College at Cortland 1981 — 1985
BA, Economics
Schreiber High School 1979 — 1981
Jervis Hough, MS, CSCP Jervis Hough, MS, CSCP's Blaylock Robert Van, LLC Experience March 2010 - October 2011
Job Experienced Securities Industry Professional
Industry Financial Services
Experience
Taurus Compliance Consulting, LLC January 2009 - Present
IFS Securities 2014 - 2015
IFS Securities 2014 - 2015
FundAmerica Securities 2012 - 2014
NMS Financial Services, LLC May 2011 - January 2013
Blaylock Robert Van, LLC March 2010 - October 2011
J&C Global Securities, LLC 2010 - 2011
Capital & Credit International Inc. February 2008 - September 2010
Capital Markets Compliance January 2006 - January 2008
Banc of America Investments 2004 - 2006
Skills
Series 7, FINRA, SEC, Business Development, Securities, Capital Markets, Risk Management, Investment Management, Hedge Funds, AML, Due Diligence, Equities, Alternative Investments, Derivatives, Mutual Funds, Private Equity, Series 63, Investments, Asset Managment, Options, Valuation, Fixed Income, Financial Services, Asset Management, Investment Banking, Investor Relations, Wealth Management, Venture Capital, Trading, Portfolio Management, Emerging Markets, Investment Advisory, Capital, Finance, Credit, Brokerage, Banking, Securities Regulation, Financial Markets, IPO, Funding, Investment Strategies
Education
Clemson University 1998 — 2000
MS, Agricultural and Applied Economics
Clemson University 1994 — 1997
BS, Economics
Marion High School Alum
Marion High School Alum
Marion High School Alum
Taurus Compliance Consulting, LLC January 2009 - Present
IFS Securities 2014 - 2015
IFS Securities 2014 - 2015
FundAmerica Securities 2012 - 2014
NMS Financial Services, LLC May 2011 - January 2013
Blaylock Robert Van, LLC March 2010 - October 2011
J&C Global Securities, LLC 2010 - 2011
Capital & Credit International Inc. February 2008 - September 2010
Capital Markets Compliance January 2006 - January 2008
Banc of America Investments 2004 - 2006
Skills
Series 7, FINRA, SEC, Business Development, Securities, Capital Markets, Risk Management, Investment Management, Hedge Funds, AML, Due Diligence, Equities, Alternative Investments, Derivatives, Mutual Funds, Private Equity, Series 63, Investments, Asset Managment, Options, Valuation, Fixed Income, Financial Services, Asset Management, Investment Banking, Investor Relations, Wealth Management, Venture Capital, Trading, Portfolio Management, Emerging Markets, Investment Advisory, Capital, Finance, Credit, Brokerage, Banking, Securities Regulation, Financial Markets, IPO, Funding, Investment Strategies
Education
Clemson University 1998 — 2000
MS, Agricultural and Applied Economics
Clemson University 1994 — 1997
BS, Economics
Marion High School Alum
Marion High School Alum
Marion High School Alum
Jonathan Ceresa Jonathan Ceresa's Blaylock Robert Van, LLC Experience June 2010 - January 2011
Job Entrepreneur
Industry Information Technology and Services
Experience
Citelighter, Inc February 2012 - Present
Blaylock Robert Van, LLC June 2010 - January 2011
Grigsby & Associates January 2005 - June 2010
Skills
Series 7, Securities, Series 63, Portfolio Management, Alternative Investments, Capital Markets, Bloomberg, HTML, CSS, JavaScript, Ruby, Ruby on Rails, Notary Public, Equity Trading, Fixed Income
Education
Syracuse University 2000 — 2004
BS, Computer Science
Citelighter, Inc February 2012 - Present
Blaylock Robert Van, LLC June 2010 - January 2011
Grigsby & Associates January 2005 - June 2010
Skills
Series 7, Securities, Series 63, Portfolio Management, Alternative Investments, Capital Markets, Bloomberg, HTML, CSS, JavaScript, Ruby, Ruby on Rails, Notary Public, Equity Trading, Fixed Income
Education
Syracuse University 2000 — 2004
BS, Computer Science
Theresa (Schnetz) Shuping, CFP®, CIMA® Theresa (Schnetz) Shuping, CFP®, CIMA®'s Blaylock Robert Van, LLC Experience July 2009 - March 2010
Job Wealth Management Specialist at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2010 - Present
Blaylock Robert Van, LLC July 2009 - March 2010
Thought to Action March 2009 - June 2009
Ivy Funds September 2007 - December 2008
Principal Funds January 2007 - September 2007
WM Group of Funds May 2004 - December 2006
WM Financial Services 1996 - 2004
ASB Financial Services 1996 - 1997
First Interstate Investments 1994 - 1996
James Mitchell and Co. 1989 - 1994
Education
College for Financial Planning 1986 — 1989
CFP
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
Palatine High School
Merrill Lynch March 2010 - Present
Blaylock Robert Van, LLC July 2009 - March 2010
Thought to Action March 2009 - June 2009
Ivy Funds September 2007 - December 2008
Principal Funds January 2007 - September 2007
WM Group of Funds May 2004 - December 2006
WM Financial Services 1996 - 2004
ASB Financial Services 1996 - 1997
First Interstate Investments 1994 - 1996
James Mitchell and Co. 1989 - 1994
Education
College for Financial Planning 1986 — 1989
CFP
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
Palatine High School
Jonathan C. Ly Jonathan C. Ly's Blaylock Robert Van, LLC Experience May 2012 - December 2013
Job Vice President, Public Finance at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray March 2015 - Present
Benchmark Securities, LLC. January 2014 - March 2015
Blaylock Robert Van, LLC May 2012 - December 2013
CastleOak Securities, L.P. February 2011 - April 2012
Blaylock Robert Van, LLC July 2010 - February 2011
Ferrand Consulting Group November 2007 - May 2010
KeyBanc Capital Markets 2006 - 2007
Chapman and Cutler LLP August 1996 - November 2006
Skills
Financial Modeling, Capital Markets, Equities, Fixed Income, Portfolio Management, Investments, Alternative Investments, Risk Management, Asset Management, Bonds, Due Diligence, Investment Banking, Series 7, Securities, Valuation, Investment Management, Bloomberg, Public Finance
Education
University of Illinois at Chicago 1991 — 1995
BA, Finance and Economics
Piper Jaffray March 2015 - Present
Benchmark Securities, LLC. January 2014 - March 2015
Blaylock Robert Van, LLC May 2012 - December 2013
CastleOak Securities, L.P. February 2011 - April 2012
Blaylock Robert Van, LLC July 2010 - February 2011
Ferrand Consulting Group November 2007 - May 2010
KeyBanc Capital Markets 2006 - 2007
Chapman and Cutler LLP August 1996 - November 2006
Skills
Financial Modeling, Capital Markets, Equities, Fixed Income, Portfolio Management, Investments, Alternative Investments, Risk Management, Asset Management, Bonds, Due Diligence, Investment Banking, Series 7, Securities, Valuation, Investment Management, Bloomberg, Public Finance
Education
University of Illinois at Chicago 1991 — 1995
BA, Finance and Economics
Kevin Owen Kevin Owen's Blaylock Robert Van, LLC Experience September 2009 - November 2010
Job Institutional equity sales professional
Industry Financial Services
Experience
Bay Area Financial Services November 2010 - Present
Blaylock Robert Van, LLC September 2009 - November 2010
Barclays Capital September 2008 - January 2009
Lehman Brothers September 1989 - September 2008
Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Series 7, Fixed Income, Investments, Series 63, Investor Relations, Bloomberg, Securities, Asset Management
Education
State University of New York at Binghamton
ba, political science
University of Washington
ma, japanese political economics & language
Glen Cove High School
Bay Area Financial Services November 2010 - Present
Blaylock Robert Van, LLC September 2009 - November 2010
Barclays Capital September 2008 - January 2009
Lehman Brothers September 1989 - September 2008
Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Series 7, Fixed Income, Investments, Series 63, Investor Relations, Bloomberg, Securities, Asset Management
Education
State University of New York at Binghamton
ba, political science
University of Washington
ma, japanese political economics & language
Glen Cove High School
Kevin Warmack, E.J.D. Kevin Warmack, E.J.D.'s Blaylock Robert Van, LLC Experience August 2009 - January 2010
Job Experienced and Knowledgable Compliance Officer
Industry Financial Services
Experience
Unlimited Freedom Compliance Consulting January 2010 - Present
Experis, Inc October 2013 - March 2014
Blaylock Robert Van, LLC August 2009 - January 2010
SBK Brooks Investment Corp. June 2008 - August 2009
optionsXpress December 2007 - March 2008
National Compliance Consultants, Inc September 2001 - October 2007
CMG Institutional Brokerage November 2001 - February 2002
Man Financial, Inc January 2001 - November 2001
Melvin Securities December 1997 - December 2000
Warmack Consulting, Ltd October 1996 - December 1997
Skills
Compliance Audits, Document Drafting, Legal Research, Compliance, Ethics, Governance, AML, Corporate Governance, Legal Writing, Westlaw, Policy, Broker-Dealer Compliance, Quality Auditing, FINRA, Hedge Funds, Securities, Investments, Securities Regulation, Finance, Training, Private Equity, Financial Regulation, Series 7, Broker-Dealer, Due Diligence, Leadership, Asset Management, Alternative Investments, Financial Services, KYC, USA PATRIOT Act, Series 63, SEC, Mutual Funds, Bank Secrecy Act, Trading, Regulations, Legal Compliance, Operational Risk, Investment Advisers Act, OFAC, Fraud, Investment Company Act, Investment Advisory, Compliance Training, Financial Institutions, Capital Markets, Series 24, Anti Money Laundering, Investment Management
Education
Concord Law School - Kaplan University 2006 — 2011
Executive Juris Doctorate (E.J.D.)
Ripon College 1975 — 1979
A.B.
Harvard St. George School 1971 — 1975
High School Diploma
Unlimited Freedom Compliance Consulting January 2010 - Present
Experis, Inc October 2013 - March 2014
Blaylock Robert Van, LLC August 2009 - January 2010
SBK Brooks Investment Corp. June 2008 - August 2009
optionsXpress December 2007 - March 2008
National Compliance Consultants, Inc September 2001 - October 2007
CMG Institutional Brokerage November 2001 - February 2002
Man Financial, Inc January 2001 - November 2001
Melvin Securities December 1997 - December 2000
Warmack Consulting, Ltd October 1996 - December 1997
Skills
Compliance Audits, Document Drafting, Legal Research, Compliance, Ethics, Governance, AML, Corporate Governance, Legal Writing, Westlaw, Policy, Broker-Dealer Compliance, Quality Auditing, FINRA, Hedge Funds, Securities, Investments, Securities Regulation, Finance, Training, Private Equity, Financial Regulation, Series 7, Broker-Dealer, Due Diligence, Leadership, Asset Management, Alternative Investments, Financial Services, KYC, USA PATRIOT Act, Series 63, SEC, Mutual Funds, Bank Secrecy Act, Trading, Regulations, Legal Compliance, Operational Risk, Investment Advisers Act, OFAC, Fraud, Investment Company Act, Investment Advisory, Compliance Training, Financial Institutions, Capital Markets, Series 24, Anti Money Laundering, Investment Management
Education
Concord Law School - Kaplan University 2006 — 2011
Executive Juris Doctorate (E.J.D.)
Ripon College 1975 — 1979
A.B.
Harvard St. George School 1971 — 1975
High School Diploma
Henry Lyford Henry Lyford's Blaylock Robert Van, LLC Experience May 2010 - August 2010
Job Partnerships and Developer Relations at Edmodo
Industry Computer Software
Experience
Edmodo February 2015 - Present
Edmodo February 2014 - Present
Edmodo January 2013 - February 2014
Edmodo August 2012 - January 2013
Fulbright Korea June 2011 - August 2012
Blaylock Robert Van, LLC May 2010 - August 2010
Skills
HTML, CSS, REST, SQL, Regression Analysis, WordPress, JIRA, JavaScript, Zendesk, HTTP, OAuth, Git, APIs, jQuery, AJAX, Github, Bootstrap
Education
Claremont McKenna College 2007 — 2011
B.A., Economics-Accounting, Graduated with Honors
Edmodo February 2015 - Present
Edmodo February 2014 - Present
Edmodo January 2013 - February 2014
Edmodo August 2012 - January 2013
Fulbright Korea June 2011 - August 2012
Blaylock Robert Van, LLC May 2010 - August 2010
Skills
HTML, CSS, REST, SQL, Regression Analysis, WordPress, JIRA, JavaScript, Zendesk, HTTP, OAuth, Git, APIs, jQuery, AJAX, Github, Bootstrap
Education
Claremont McKenna College 2007 — 2011
B.A., Economics-Accounting, Graduated with Honors
Adrienne Archia Adrienne Archia's Blaylock Robert Van, LLC Experience November 2012 - November 2013
Job Government and public sector
Industry Financial Services
Experience
Rice Financial Products Company September 2015 - Present
Ehlers December 2013 - April 2015
Blaylock Robert Van, LLC November 2012 - November 2013
Rice Financial Products Company April 2007 - February 2012
First Albany Capital 2004 - 2007
Siebert Brandford Shank & Co., LLC 1999 - 2004
Dain Rauscher 1997 - 1999
Reinsoso & Company 1996 - 1997
Chicago Housing Authority February 1995 - September 1996
City of Chicago 1990 - 1995
Skills
Fixed Income, Investment Banking, Investments, Financial Modeling, Capital Markets, Valuation, Bonds, Public Finance, Due Diligence, Financial Analysis, Series 7, Series 63, Private Equity, Finance, Credit Analysis, Structured Finance, Venture Capital, Banking, Credit, Derivatives, Equities, Financial Risk, Financial Services, Financial Structuring, Risk Management, Securities, Trading
Education
Spelman College 1980 — 1984
B.A., Economics
Rice Financial Products Company September 2015 - Present
Ehlers December 2013 - April 2015
Blaylock Robert Van, LLC November 2012 - November 2013
Rice Financial Products Company April 2007 - February 2012
First Albany Capital 2004 - 2007
Siebert Brandford Shank & Co., LLC 1999 - 2004
Dain Rauscher 1997 - 1999
Reinsoso & Company 1996 - 1997
Chicago Housing Authority February 1995 - September 1996
City of Chicago 1990 - 1995
Skills
Fixed Income, Investment Banking, Investments, Financial Modeling, Capital Markets, Valuation, Bonds, Public Finance, Due Diligence, Financial Analysis, Series 7, Series 63, Private Equity, Finance, Credit Analysis, Structured Finance, Venture Capital, Banking, Credit, Derivatives, Equities, Financial Risk, Financial Services, Financial Structuring, Risk Management, Securities, Trading
Education
Spelman College 1980 — 1984
B.A., Economics
William E Matlock, Jr. William E Matlock, Jr.'s Blaylock Robert Van, LLC Experience June 2009 - February 2011
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
Tishaura Jones Tishaura Jones's Blaylock Robert Van, LLC Experience March 2010 - June 2011
Job Treasurer
Industry Government Administration
Experience
City of St. Louis January 2013 - Present
Missouri House of Representatives January 2009 - December 2012
Blaylock Robert Van, LLC March 2010 - June 2011
People's Health Center July 2003 - December 2009
St. Louis City Democratic Central Committee 2002 - 2008
SSM Cardinal Glennon Children's Hospital May 2001 - June 2003
Education
Saint Louis University 1999 — 2001
MHA, Health Administration
Hampton University 1990 — 1994
BS, Finance
City of St. Louis January 2013 - Present
Missouri House of Representatives January 2009 - December 2012
Blaylock Robert Van, LLC March 2010 - June 2011
People's Health Center July 2003 - December 2009
St. Louis City Democratic Central Committee 2002 - 2008
SSM Cardinal Glennon Children's Hospital May 2001 - June 2003
Education
Saint Louis University 1999 — 2001
MHA, Health Administration
Hampton University 1990 — 1994
BS, Finance
Eric Standifer Eric Standifer's Blaylock Robert Van, LLC Experience November 1991 - Present
Job President, Blaylock Robert Van LLC
Industry Financial Services
Experience
Blaylock Robert Van LLC November 1991 - Present
Education
Manhattan College 1973 — 1977
Bachelor of Science, Accounting
Blaylock Robert Van LLC November 1991 - Present
Education
Manhattan College 1973 — 1977
Bachelor of Science, Accounting
Nimeet Shah Nimeet Shah's Blaylock Robert Van, LLC Experience December 2009 - March 2010
Job Associate Glovista Investments, LLC
Industry Investment Management
Experience
Glovista Investments LLC June 2010 - Present
Blaylock Robert Van, LLC December 2009 - March 2010
Midwest Investment Management LLC May 2008 - May 2009
Financial Technologies (I) Ltd. 2006 - 2007
Skills
Fixed Income, Investment Banking, Bonds, Investment Management, Analysis, Market Research, Strategic Planning, Equities, Financial Analysis, Hedge Funds, Financial Modeling, Valuation, Equity Research, Business Analysis, Capital Markets
Education
Case Western Reserve University - Weatherhead School of Management 2007 — 2009
MBA, Finance
University of Mumbai
Bachelors of Engineering, Information Technology
Glovista Investments LLC June 2010 - Present
Blaylock Robert Van, LLC December 2009 - March 2010
Midwest Investment Management LLC May 2008 - May 2009
Financial Technologies (I) Ltd. 2006 - 2007
Skills
Fixed Income, Investment Banking, Bonds, Investment Management, Analysis, Market Research, Strategic Planning, Equities, Financial Analysis, Hedge Funds, Financial Modeling, Valuation, Equity Research, Business Analysis, Capital Markets
Education
Case Western Reserve University - Weatherhead School of Management 2007 — 2009
MBA, Finance
University of Mumbai
Bachelors of Engineering, Information Technology
Matthew Michel's Blaylock Robert Van, LLC Experience 2010 - 2011
Job Job Search Coach at Challenger, Gray & Christmas, Inc.
Industry Financial Services
Experience
Challenger, Gray & Christmas, Inc. 2011 - Present
Blaylock Robert Van, LLC 2010 - 2011
Nuveen Investments 2008 - 2009
Nuveen Investments August 2004 - April 2008
Nuveen Investments July 1998 - August 2004
Morningstar October 1998 - July 1999
Skills
Equities, Pricing Analysis, Fixed Income, Job Search, Account Reconciliation, Asset Managment
Education
Loyola University Chicago 2005 — 2007
MBA, Finance
University of Illinois at Chicago 1993 — 1997
Bachelor, Economics
Challenger, Gray & Christmas, Inc. 2011 - Present
Blaylock Robert Van, LLC 2010 - 2011
Nuveen Investments 2008 - 2009
Nuveen Investments August 2004 - April 2008
Nuveen Investments July 1998 - August 2004
Morningstar October 1998 - July 1999
Skills
Equities, Pricing Analysis, Fixed Income, Job Search, Account Reconciliation, Asset Managment
Education
Loyola University Chicago 2005 — 2007
MBA, Finance
University of Illinois at Chicago 1993 — 1997
Bachelor, Economics
Clifford Swint's Blaylock Robert Van, LLC Experience March 2005 - June 2011
Job Executive Vice President at MFR Securities, Inc.
Industry Investment Banking
Experience
MFR Securities, Inc. June 2011 - Present
Blaylock Robert Van, LLC March 2005 - June 2011
Royal Bank of Canada 1998 - 2003
RBC Capital Markets 1988 - 2003
Skills
Capital Markets, Fixed Income, Hedge Funds, Securities, Series 7, Series 63, Asset Managment, Due Diligence, Investment Banking, Structured Products, Equities, Electronic Trading, Derivatives, Trading Systems, Private Equity
Education
Harvard Business School 1985 — 1987
MBA, Business Administration and Management, General
Lafayette College 1975 — 1979
BS, Mechanical Engineering
MFR Securities, Inc. June 2011 - Present
Blaylock Robert Van, LLC March 2005 - June 2011
Royal Bank of Canada 1998 - 2003
RBC Capital Markets 1988 - 2003
Skills
Capital Markets, Fixed Income, Hedge Funds, Securities, Series 7, Series 63, Asset Managment, Due Diligence, Investment Banking, Structured Products, Equities, Electronic Trading, Derivatives, Trading Systems, Private Equity
Education
Harvard Business School 1985 — 1987
MBA, Business Administration and Management, General
Lafayette College 1975 — 1979
BS, Mechanical Engineering
Frank Paul's Blaylock Robert Van, LLC Experience April 2011 - August 2012
Job Managing Director at Academy Securities
Industry Investment Banking
Experience
Academy Securities August 2012 - Present
Illinois Local Government Advisory Board January 2011 - Present
Regional Transportation Authority 1987 - Present
City Club of Chicago 1985 - 2014
Blaylock Robert Van, LLC April 2011 - August 2012
Jesup & Lamont February 2010 - August 2010
Public Finance June 2009 - January 2010
KeyBanc Capital Markets July 2006 - July 2008
Oppenheimer & Co. July 2005 - August 2006
First Albany Capital 1998 - 2004
Skills
Hedge Funds, Equities, Private Equity, Portfolio Management, Alternative Investments, Valuation, Corporate Finance, Public Finance, Investment Management, Corporate Governance, Funding, Financial Analysis, Structured Finance, Venture Capital, Finance, Mutual Funds, Government, Financial Services, Bloomberg, Financial Advisory, Cash Management, Strategic Financial..., Project Finance, Investor Relations, Trading, Mergers & Acquisitions, Investment Strategies, Leadership, Investments, Investment Banking, Securities, Management, Capital Markets, Financial Modeling
Education
Northwestern University - Kellogg School of Management
Master of Management, Public Management, Finance, Marketing
Wabash College
AB, Political Science
madison high school
Academy Securities August 2012 - Present
Illinois Local Government Advisory Board January 2011 - Present
Regional Transportation Authority 1987 - Present
City Club of Chicago 1985 - 2014
Blaylock Robert Van, LLC April 2011 - August 2012
Jesup & Lamont February 2010 - August 2010
Public Finance June 2009 - January 2010
KeyBanc Capital Markets July 2006 - July 2008
Oppenheimer & Co. July 2005 - August 2006
First Albany Capital 1998 - 2004
Skills
Hedge Funds, Equities, Private Equity, Portfolio Management, Alternative Investments, Valuation, Corporate Finance, Public Finance, Investment Management, Corporate Governance, Funding, Financial Analysis, Structured Finance, Venture Capital, Finance, Mutual Funds, Government, Financial Services, Bloomberg, Financial Advisory, Cash Management, Strategic Financial..., Project Finance, Investor Relations, Trading, Mergers & Acquisitions, Investment Strategies, Leadership, Investments, Investment Banking, Securities, Management, Capital Markets, Financial Modeling
Education
Northwestern University - Kellogg School of Management
Master of Management, Public Management, Finance, Marketing
Wabash College
AB, Political Science
madison high school
Aasha Barot's Blaylock Robert Van, LLC Experience April 2009 - January 2010
Job Associate Brand Manager at Nestle
Industry Marketing and Advertising
Experience
Nestlé August 2015 - Present
Unilever September 2014 - August 2015
Kellogg School of Management September 2012 - June 2014
Wrigley June 2013 - August 2013
Lazard Freres & Co. January 2010 - June 2012
Blaylock Robert Van LLC April 2009 - January 2010
Banc of America Securities June 2007 - March 2009
Skills
Marketing Strategy, Brand Development, Brand Management, Strategic Brand..., Product Innovation, Project Management, Consumer Marketing, Consumer Packaged Goods..., Digital Marketing, Merchandising, Marketing, Sales, Online Campaign..., Packaging Artwork, Brand Equity, Financial Modeling, Consumer Product Testing, Food & Beverage, Bloomberg, Valuation, Capital Markets, Fixed Income, Strategy, Analytics, Business Strategy, Management, Cross-functional Team..., Financial Analysis
Education
The University of Chicago 2004 — 2007
B.A., Economics
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing, Managerial Analytics
Nestlé August 2015 - Present
Unilever September 2014 - August 2015
Kellogg School of Management September 2012 - June 2014
Wrigley June 2013 - August 2013
Lazard Freres & Co. January 2010 - June 2012
Blaylock Robert Van LLC April 2009 - January 2010
Banc of America Securities June 2007 - March 2009
Skills
Marketing Strategy, Brand Development, Brand Management, Strategic Brand..., Product Innovation, Project Management, Consumer Marketing, Consumer Packaged Goods..., Digital Marketing, Merchandising, Marketing, Sales, Online Campaign..., Packaging Artwork, Brand Equity, Financial Modeling, Consumer Product Testing, Food & Beverage, Bloomberg, Valuation, Capital Markets, Fixed Income, Strategy, Analytics, Business Strategy, Management, Cross-functional Team..., Financial Analysis
Education
The University of Chicago 2004 — 2007
B.A., Economics
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing, Managerial Analytics
Yui Ueno's Blaylock Robert Van, LLC Experience January 2011 - August 2011
Job Director of Finance at Fund Good Jobs
Industry Investment Management
Experience
Fund good jobs. March 2015 - Present
Maze & Associates June 2012 - February 2015
Genz Inc March 2010 - December 2014
Mills College August 2011 - May 2012
Lorry I. Lokey School of Business at Mills College September 2010 - December 2011
Blaylock Robert Van, LLC January 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Accounting, Auditing, Translation, Economics, Statistics, Nonprofits, Banking, Analysis, Financial Analysis, Microsoft Office, Microsoft Word, Data Analysis, Leadership
Education
Lorry I. Lokey Graduate School of Business at Mills College 2010 — 2012
Master of Business Administration, Accounting
Lawrence University 2006 — 2010
Bachelor's, Economics
Fund good jobs. March 2015 - Present
Maze & Associates June 2012 - February 2015
Genz Inc March 2010 - December 2014
Mills College August 2011 - May 2012
Lorry I. Lokey School of Business at Mills College September 2010 - December 2011
Blaylock Robert Van, LLC January 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Accounting, Auditing, Translation, Economics, Statistics, Nonprofits, Banking, Analysis, Financial Analysis, Microsoft Office, Microsoft Word, Data Analysis, Leadership
Education
Lorry I. Lokey Graduate School of Business at Mills College 2010 — 2012
Master of Business Administration, Accounting
Lawrence University 2006 — 2010
Bachelor's, Economics
Earl Manns's Blaylock Robert Van, LLC Experience August 2013 - Present
Job Senior Vice President Equity Sales and Trading at Blaylock Robert Van, LLC
Industry Investment Banking
Experience
Blaylock Robert Van, LLC August 2013 - Present
Cabrera Capital Markets, LLC February 2010 - July 2013
Kaufman Bros. 2009 - 2010
ThinkEquity LLC 2004 - 2009
Pulse Trading 2002 - 2003
William Blair and Company 1996 - 2001
Robertson Stephens 1992 - 1995
Driehaus Capital Management 1988 - 1992
Skills
Equities, Equity Trading, Trading, Series 7, Series 63, Bloomberg, Capital Markets, Trading Systems, Securities, Electronic Trading, Options, Series 24, Derivatives, Investments, Financial Markets, Proprietary Trading, Bonds, ETFs, Mutual Funds, Equity Derivatives, Trading Strategies, Bloomberg Terminal, Private Equity, Traders, Stocks, Series 65, Technical Analysis, Equity Capital Markets, Investor Relations, Institutional Sales, Institutional
Education
Lewis University
Business Administration
Blaylock Robert Van, LLC August 2013 - Present
Cabrera Capital Markets, LLC February 2010 - July 2013
Kaufman Bros. 2009 - 2010
ThinkEquity LLC 2004 - 2009
Pulse Trading 2002 - 2003
William Blair and Company 1996 - 2001
Robertson Stephens 1992 - 1995
Driehaus Capital Management 1988 - 1992
Skills
Equities, Equity Trading, Trading, Series 7, Series 63, Bloomberg, Capital Markets, Trading Systems, Securities, Electronic Trading, Options, Series 24, Derivatives, Investments, Financial Markets, Proprietary Trading, Bonds, ETFs, Mutual Funds, Equity Derivatives, Trading Strategies, Bloomberg Terminal, Private Equity, Traders, Stocks, Series 65, Technical Analysis, Equity Capital Markets, Investor Relations, Institutional Sales, Institutional
Education
Lewis University
Business Administration
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial