Boenning & Scattergood, Inc.
Industry: Company
DescriptionFounded: 1914 Parent organization: Boenning & Scattergood Holdings, Inc. Subsidiaries: 1914 Advisors,
Boenning & Scattergood, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Boenning & Scattergood, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Boenning & Scattergood, Inc. Salaries. You can even request information on how much does Boenning & Scattergood, Inc. pay if you want to. Learn about salaries, pros and cons of working for Boenning & Scattergood, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
88 Boenning & Scattergood, Inc. employees in database. Find out everything there's to know about Boenning & Scattergood, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Boenning & Scattergood, Inc. Employees
Employee
Years
Job
Industry
Darlene Litton Darlene Litton's Boenning & Scattergood, Inc. Experience June 1985 - August 1995
Job Defined Benefit Specialist Technical Adviser, Xerox
Industry Human Resources
Experience
ACS, a Xerox Company August 2010 - Present
SaladworksGalloway September 2009 - July 2011
Comcast Business Services October 2007 - November 2009
Comcast Cable October 2007 - January 2009
Choice Magazine May 2005 - October 2007
Broad Street Community Newspapers 2000 - 2006
Broad Street Community Newspaper August 2000 - May 2005
JG Cook's Bar and Grill May 1998 - June 2000
Boenning & Scattergood, Inc. June 1985 - August 1995
Skills
Defined Contribution, Pension Administration, Team Management, Marketing Management, Customer Service, Restaurant Management, Administrative..., Stock Trading, Facebook, Pinterest, Instagram, Foursquare, Klout, Selling, Fundraising, Sales, VoIP, Salesforce.com, Time Management, Call Centers, Customer Experience, Sales Operations
Education
Camden County College 2006 — 2008
Community College of Philadelphia
BA
Little Flower Catholic High School for Girls 1979 — 1982
High School Diploma
ACS, a Xerox Company August 2010 - Present
SaladworksGalloway September 2009 - July 2011
Comcast Business Services October 2007 - November 2009
Comcast Cable October 2007 - January 2009
Choice Magazine May 2005 - October 2007
Broad Street Community Newspapers 2000 - 2006
Broad Street Community Newspaper August 2000 - May 2005
JG Cook's Bar and Grill May 1998 - June 2000
Boenning & Scattergood, Inc. June 1985 - August 1995
Skills
Defined Contribution, Pension Administration, Team Management, Marketing Management, Customer Service, Restaurant Management, Administrative..., Stock Trading, Facebook, Pinterest, Instagram, Foursquare, Klout, Selling, Fundraising, Sales, VoIP, Salesforce.com, Time Management, Call Centers, Customer Experience, Sales Operations
Education
Camden County College 2006 — 2008
Community College of Philadelphia
BA
Little Flower Catholic High School for Girls 1979 — 1982
High School Diploma
Michael C. Voinovich Michael C. Voinovich's Boenning & Scattergood, Inc. Experience January 2013 - Present
Job Managing Director at Boenning & Scattergood, Inc.
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. January 2013 - Present
Paragon Capital Group July 2010 - January 2013
Stifel Financial Corp. May 2005 - July 2010
FBR March 2001 - June 2005
McDonald Investments, Inc. January 1999 - March 2001
KeyCorp June 1998 - January 1999
Skills
Private Equity, Investment Banking, Capital Markets, Mergers & Acquisitions, Mergers, Capital Raising, Management, Valuation, Financial Modeling, Private Placements, Credit, Loans
Education
John Carroll University
Boenning & Scattergood, Inc. January 2013 - Present
Paragon Capital Group July 2010 - January 2013
Stifel Financial Corp. May 2005 - July 2010
FBR March 2001 - June 2005
McDonald Investments, Inc. January 1999 - March 2001
KeyCorp June 1998 - January 1999
Skills
Private Equity, Investment Banking, Capital Markets, Mergers & Acquisitions, Mergers, Capital Raising, Management, Valuation, Financial Modeling, Private Placements, Credit, Loans
Education
John Carroll University
Nga Bui Nga Bui's Boenning & Scattergood, Inc. Experience September 2014 - December 2014
Job Student Worker at Duggan Library
Industry Higher Education
Experience
Hanover College - Duggan Library December 2012 - May 2015
Hanover College Learning Center August 2012 - May 2015
Hanover College August 2011 - May 2015
Boenning & Scattergood, Inc. September 2014 - December 2014
YourEncore June 2014 - August 2014
The Philadelphia Center 2014 - 2014
VIT Media June 2012 - August 2012
GSA Tutor Center September 2009 - May 2011
Skills
Analysis, Capital Budgeting, Market Research, Customer Service, Teaching English as a..., Academic Tutoring, News Edition, Communication, Circulation Desk, Organizational..., Office Equipment, Event Planning
Education
Hanover College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Mathematics, Business Scholar Program, 3.9
Foreign Trade University Vietnam 2009 — 2011
Hanover College - Duggan Library December 2012 - May 2015
Hanover College Learning Center August 2012 - May 2015
Hanover College August 2011 - May 2015
Boenning & Scattergood, Inc. September 2014 - December 2014
YourEncore June 2014 - August 2014
The Philadelphia Center 2014 - 2014
VIT Media June 2012 - August 2012
GSA Tutor Center September 2009 - May 2011
Skills
Analysis, Capital Budgeting, Market Research, Customer Service, Teaching English as a..., Academic Tutoring, News Edition, Communication, Circulation Desk, Organizational..., Office Equipment, Event Planning
Education
Hanover College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Mathematics, Business Scholar Program, 3.9
Foreign Trade University Vietnam 2009 — 2011
Neil McPeak, CFP®'s Boenning & Scattergood, Inc. Experience June 2007 - August 2007
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
McPeak Investment Group of Wells Fargo Advisors, LLC June 2010 - Present
McPeak Research & Consulting July 2009 - July 2010
Boenning & Scattergood, Inc. June 2007 - August 2007
Skills
Investments, Finance, Retirement Planning, Risk Management, Management, Financial Analysis, Equities, Mutual Funds, Asset Allocation, Financial Modeling, Valuation, Portfolio Management, Financial Services, Wealth
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science (BS), Economics
St. Augustine Prep 2001 — 2005
McPeak Investment Group of Wells Fargo Advisors, LLC June 2010 - Present
McPeak Research & Consulting July 2009 - July 2010
Boenning & Scattergood, Inc. June 2007 - August 2007
Skills
Investments, Finance, Retirement Planning, Risk Management, Management, Financial Analysis, Equities, Mutual Funds, Asset Allocation, Financial Modeling, Valuation, Portfolio Management, Financial Services, Wealth
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science (BS), Economics
St. Augustine Prep 2001 — 2005
Wenyong Wang Wenyong Wang's Boenning & Scattergood, Inc. Experience July 2008 - August 2011
Job Managing Director at Burrill & Company
Industry Investment Banking
Experience
Burrill & Company June 2011 - Present
Boenning & Scattergood, Inc. July 2008 - August 2011
Janney Montgomery Scott LLC November 2007 - July 2008
GlaxoSmithKline August 2001 - November 2007
Beijing Research Institute of Synthetic Crystals July 1993 - June 1996
Skills
Cross-border M&A, Global Strategy, Licensing, Capital Raising, Deal-making, Negations, Investment Banking, Venture Capital, Due Diligence, Biotechnology, Pharmaceutical Industry, Mergers
Education
Penn State University 2007 — 2008
MBA, Business Administration
University of Pennsylvania 1996 — 2001
Ph.D., Organic Chemistry
Burrill & Company June 2011 - Present
Boenning & Scattergood, Inc. July 2008 - August 2011
Janney Montgomery Scott LLC November 2007 - July 2008
GlaxoSmithKline August 2001 - November 2007
Beijing Research Institute of Synthetic Crystals July 1993 - June 1996
Skills
Cross-border M&A, Global Strategy, Licensing, Capital Raising, Deal-making, Negations, Investment Banking, Venture Capital, Due Diligence, Biotechnology, Pharmaceutical Industry, Mergers
Education
Penn State University 2007 — 2008
MBA, Business Administration
University of Pennsylvania 1996 — 2001
Ph.D., Organic Chemistry
Tianyi Peter Ouyang Tianyi Peter Ouyang's Boenning & Scattergood, Inc. Experience May 2012 - July 2012
Job Analyst Intern at Blue Bell Private Wealth Management
Industry Financial Services
Experience
Blue Bell Private Wealth Management May 2013 - April 2014
Boenning & Scattergood, Inc. May 2012 - July 2012
Sodexo May 2011 - July 2011
Bank of China May 2010 - August 2010
Skills
Chinese, SPSS, Fluent English, Stock Market, Microsoft Office, MS Excel Pivot Tables, Vlookup, Capital IQ, SNL, SWIFT, JMP, Closed-end Funds, Mutual Funds, Options Strategies
Education
Denison University 2009 — 2013
Bachelor's degree, Economics
Denison University 2009 — 2013
Bachelor of Arts (BA), Economics
Blue Bell Private Wealth Management May 2013 - April 2014
Boenning & Scattergood, Inc. May 2012 - July 2012
Sodexo May 2011 - July 2011
Bank of China May 2010 - August 2010
Skills
Chinese, SPSS, Fluent English, Stock Market, Microsoft Office, MS Excel Pivot Tables, Vlookup, Capital IQ, SNL, SWIFT, JMP, Closed-end Funds, Mutual Funds, Options Strategies
Education
Denison University 2009 — 2013
Bachelor's degree, Economics
Denison University 2009 — 2013
Bachelor of Arts (BA), Economics
Christopher Frystock Christopher Frystock's Boenning & Scattergood, Inc. Experience May 2010 - April 2011
Job Senior Associate at Inverness Graham Investments
Industry Venture Capital & Private Equity
Experience
Inverness Graham Investments September 2014 - Present
Inverness Graham Investments March 2013 - September 2014
Inverness Graham Investments May 2011 - March 2013
Boenning & Scattergood, Inc. May 2010 - April 2011
Saint Joseph's University August 2009 - May 2010
Boenning & Scattergood, Inc. June 2009 - May 2010
UBS June 2007 - August 2007
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Financial Analysis, LBO, Buyouts, Private Equity
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
MS, Financial Services
Saint Joseph's University 2004 — 2008
BS in Business Administration, Finance, Economics
The Ranney School 2000 — 2004
Inverness Graham Investments September 2014 - Present
Inverness Graham Investments March 2013 - September 2014
Inverness Graham Investments May 2011 - March 2013
Boenning & Scattergood, Inc. May 2010 - April 2011
Saint Joseph's University August 2009 - May 2010
Boenning & Scattergood, Inc. June 2009 - May 2010
UBS June 2007 - August 2007
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Financial Analysis, LBO, Buyouts, Private Equity
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
MS, Financial Services
Saint Joseph's University 2004 — 2008
BS in Business Administration, Finance, Economics
The Ranney School 2000 — 2004
Brandon Lawrence's Boenning & Scattergood, Inc. Experience August 2015 - Present
Job Investment Banking Analyst at Boenning & Scattergood, Inc.
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. August 2015 - Present
Hamilton Lane - Private Equity July 2014 - August 2015
State of Rhode Island October 2013 - May 2014
Green Drake Partners, LLC June 2013 - August 2013
Skills
Private Equity, Corporate Finance, Analysis, Data Analysis, Economics, Financial Analysis, Research, Microsoft Excel, Financial Modeling, Hedge Funds, Teamwork, Equities, Value Investing, Investments, Portfolio Management
Education
University of Rhode Island 2010 — 2014
Bachelor of Science (B.S.), Applied Economics
Wissahickon High School
Boenning & Scattergood, Inc. August 2015 - Present
Hamilton Lane - Private Equity July 2014 - August 2015
State of Rhode Island October 2013 - May 2014
Green Drake Partners, LLC June 2013 - August 2013
Skills
Private Equity, Corporate Finance, Analysis, Data Analysis, Economics, Financial Analysis, Research, Microsoft Excel, Financial Modeling, Hedge Funds, Teamwork, Equities, Value Investing, Investments, Portfolio Management
Education
University of Rhode Island 2010 — 2014
Bachelor of Science (B.S.), Applied Economics
Wissahickon High School
Rob Crotty Rob Crotty's Boenning & Scattergood, Inc. Experience 2015 - Present
Job Vice President at Boenning & Scattergood, Inc.
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. 2015 - Present
Lancaster Pollard 2013 - 2014
UNC Kenan-Flagler 2011 - 2013
Lancaster Pollard May 2012 - August 2012
Fierce Entertainment 2010 - 2011
Sony Pictures Entertainment 2008 - 2010
Sony Pictures Entertainment 2007 - 2008
Sony Pictures Entertainment 2006 - 2007
SDI Media 2005 - 2006
Skills
Strategic Planning, Entertainment, Project Management, Analysis, Financial Analysis, Marketing, Cross-functional Team..., Film Production, Television, Strategic Partnerships, Budgets, Social Media, Leadership, Strategy, New Media, Event Planning, Digital Media, Social Media Marketing, Editing, Digital Marketing, Video, Marketing Strategy, Video Production, Management, Product Management, Marketing Communications, Data Analysis, Social Networking, Market Research, Investment Banking, Investments, Finance, Digital Strategy, Analytics, Start-ups, Business Strategy, Competitive Analysis, Entrepreneurship, Business Development, Due Diligence, Financial Modeling, Corporate Finance, Market Analysis, Management Consulting, Mergers & Acquisitions, CRM, Business Planning, Brand Management, Advertising, Strategic Consulting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Corporate Finance
ESADE Business & Law School
International Business
Tulane University
BA - Cum Laude, History, Music
Boenning & Scattergood, Inc. 2015 - Present
Lancaster Pollard 2013 - 2014
UNC Kenan-Flagler 2011 - 2013
Lancaster Pollard May 2012 - August 2012
Fierce Entertainment 2010 - 2011
Sony Pictures Entertainment 2008 - 2010
Sony Pictures Entertainment 2007 - 2008
Sony Pictures Entertainment 2006 - 2007
SDI Media 2005 - 2006
Skills
Strategic Planning, Entertainment, Project Management, Analysis, Financial Analysis, Marketing, Cross-functional Team..., Film Production, Television, Strategic Partnerships, Budgets, Social Media, Leadership, Strategy, New Media, Event Planning, Digital Media, Social Media Marketing, Editing, Digital Marketing, Video, Marketing Strategy, Video Production, Management, Product Management, Marketing Communications, Data Analysis, Social Networking, Market Research, Investment Banking, Investments, Finance, Digital Strategy, Analytics, Start-ups, Business Strategy, Competitive Analysis, Entrepreneurship, Business Development, Due Diligence, Financial Modeling, Corporate Finance, Market Analysis, Management Consulting, Mergers & Acquisitions, CRM, Business Planning, Brand Management, Advertising, Strategic Consulting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Corporate Finance
ESADE Business & Law School
International Business
Tulane University
BA - Cum Laude, History, Music
Gerard Vernose's Boenning & Scattergood, Inc. Experience 2014 - 2014
Job Analyst at DelMorgan & Co.
Industry Investment Banking
Experience
DelMorgan & Co. May 2015 - Present
Entrusters December 2014 - January 2015
ProCapital 2014 - 2014
Boenning & Scattergood, Inc. 2014 - 2014
Skills
Microsoft Excel, Stata, Linux, XML, Analysis, Bloomberg Terminal, Financial Modeling
Education
Gettysburg College 2011 — 2015
Bachelor's Degree, Economics
New York University - Leonard N. Stern School of Business 2014 — 2014
Summer Business Essentials Program, 4.0/4.0
University of Virginia 2014 — 2014
Semester at Sea, Dean's List
Abington Friends School 2009 — 2011
High School Diploma
Moorestown Friends School 1999 — 2009
DelMorgan & Co. May 2015 - Present
Entrusters December 2014 - January 2015
ProCapital 2014 - 2014
Boenning & Scattergood, Inc. 2014 - 2014
Skills
Microsoft Excel, Stata, Linux, XML, Analysis, Bloomberg Terminal, Financial Modeling
Education
Gettysburg College 2011 — 2015
Bachelor's Degree, Economics
New York University - Leonard N. Stern School of Business 2014 — 2014
Summer Business Essentials Program, 4.0/4.0
University of Virginia 2014 — 2014
Semester at Sea, Dean's List
Abington Friends School 2009 — 2011
High School Diploma
Moorestown Friends School 1999 — 2009
Todd Monastero Todd Monastero's Boenning & Scattergood, Inc. Experience February 2009 - September 2009
Job Vice President, External Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors November 2010 - Present
Merrill Lynch September 2009 - November 2010
Boenning & Scattergood, Inc. February 2009 - September 2009
Chartwell Investment Partners 2006 - 2008
Morgan Stanley July 1993 - December 2006
Skills
Risk Management, Financial Advisory, Portfolio Management, Hedge Funds, Securities, Investment Advisory, Investment Strategies, Investment Management, Retirement Planning, ETFs, Series 65, FINRA
Education
Villanova University 1990 — 1993
Bachelor of Science (BS), Marketing
Gettysburg College 1989 — 1990
Conestoga High School 1986 — 1988
Allianz Global Investors November 2010 - Present
Merrill Lynch September 2009 - November 2010
Boenning & Scattergood, Inc. February 2009 - September 2009
Chartwell Investment Partners 2006 - 2008
Morgan Stanley July 1993 - December 2006
Skills
Risk Management, Financial Advisory, Portfolio Management, Hedge Funds, Securities, Investment Advisory, Investment Strategies, Investment Management, Retirement Planning, ETFs, Series 65, FINRA
Education
Villanova University 1990 — 1993
Bachelor of Science (BS), Marketing
Gettysburg College 1989 — 1990
Conestoga High School 1986 — 1988
Ian McLaughlin Ian McLaughlin's Boenning & Scattergood, Inc. Experience December 2010 - April 2014
Job Investment Adviser Representative
Industry Financial Services
Experience
Acorn Financial Services, Inc. January 2015 - Present
Boenning & Scattergood, Inc. December 2010 - April 2014
Aflac April 2009 - December 2010
ARAMARK June 2008 - August 2010
Skills
Insurance, Strategic Planning, Sales Management, Sales, Finance, Investments, Series 7, Strategic Financial..., Cold Calling, Retirement Planning, Portfolio Management, Asset Allocation, Financial Analysis, Bloomberg, Securities, Fixed Income, Financial Services, Bloomberg Terminal, Trading, Life Insurance, Disability Insurance, Uniform Combined State..., FINRA, Health Insurance, Financial Planning, Microsoft Excel
Education
La Salle University 2010 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
La Salle University - School of Business Administration 2003 — 2007
Bachelors, Marketing
LaSalle College High School 1999 — 2003
SJS 1991 — 1999
Acorn Financial Services, Inc. January 2015 - Present
Boenning & Scattergood, Inc. December 2010 - April 2014
Aflac April 2009 - December 2010
ARAMARK June 2008 - August 2010
Skills
Insurance, Strategic Planning, Sales Management, Sales, Finance, Investments, Series 7, Strategic Financial..., Cold Calling, Retirement Planning, Portfolio Management, Asset Allocation, Financial Analysis, Bloomberg, Securities, Fixed Income, Financial Services, Bloomberg Terminal, Trading, Life Insurance, Disability Insurance, Uniform Combined State..., FINRA, Health Insurance, Financial Planning, Microsoft Excel
Education
La Salle University 2010 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
La Salle University - School of Business Administration 2003 — 2007
Bachelors, Marketing
LaSalle College High School 1999 — 2003
SJS 1991 — 1999
Charlie Crowley Charlie Crowley's Boenning & Scattergood, Inc. Experience January 2013 - Present
Job Managing Director at Boenning & Scattergood, Inc.
Industry Financial Services
Experience
Boenning & Scattergood, Inc. January 2013 - Present
Paragon Capital Group July 2010 - January 2013
Stifel Financial Corp. April 2007 - July 2010
Ryan Beck & Co. (acquired by Stifel) June 2005 - April 2007
FBR March 2001 - June 2005
McDonald & Company (acquired by KeyCorp) January 1990 - March 2001
Skills
Investment Banking, Banking, Capital Markets, Private Equity, Investments, Valuation, Equities, Corporate Finance, Series 7
Education
Wharton School, University of Pennsylvania
Bachelor of Science (BS), Accounting
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance, General
Boenning & Scattergood, Inc. January 2013 - Present
Paragon Capital Group July 2010 - January 2013
Stifel Financial Corp. April 2007 - July 2010
Ryan Beck & Co. (acquired by Stifel) June 2005 - April 2007
FBR March 2001 - June 2005
McDonald & Company (acquired by KeyCorp) January 1990 - March 2001
Skills
Investment Banking, Banking, Capital Markets, Private Equity, Investments, Valuation, Equities, Corporate Finance, Series 7
Education
Wharton School, University of Pennsylvania
Bachelor of Science (BS), Accounting
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance, General
Lauren Hickey's Boenning & Scattergood, Inc. Experience April 2013 - May 2015
Job at
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Mystique Volleyball Club, Our Lady of Peace/Notre Dame de Lourdes CYO January 2015 - Present
Macy's October 2012 - Present
Boenning & Scattergood, Inc. April 2013 - May 2015
DeSales University September 2008 - May 2012
Swarthmore College December 2011 - January 2012
Merrill Lynch January 2011 - May 2011
Social Security Administration May 2010 - August 2010
Skills
Data Entry, Customer Service, Time Management, Finance, •Proficient in..., •Tax return..., •Basic tax law..., Retail
Education
DeSales University 2008 — 2012
BS, Accounting/Finance
Merrill Lynch May 2015 - Present
Mystique Volleyball Club, Our Lady of Peace/Notre Dame de Lourdes CYO January 2015 - Present
Macy's October 2012 - Present
Boenning & Scattergood, Inc. April 2013 - May 2015
DeSales University September 2008 - May 2012
Swarthmore College December 2011 - January 2012
Merrill Lynch January 2011 - May 2011
Social Security Administration May 2010 - August 2010
Skills
Data Entry, Customer Service, Time Management, Finance, •Proficient in..., •Tax return..., •Basic tax law..., Retail
Education
DeSales University 2008 — 2012
BS, Accounting/Finance
Christopher B. Chuff Christopher B. Chuff's Boenning & Scattergood, Inc. Experience May 2008 - August 2008
Job Attorney in the Commercial Litigation Practice Group at Pepper Hamilton, LLP
Industry Law Practice
Experience
Pepper Hamilton LLP September 2012 - Present
Pepper Hamilton LLP May 2011 - July 2011
Villanova University May 2010 - August 2010
Boenning & Scattergood, Inc. May 2008 - August 2008
Education
Villanova University School of Law 2009 — 2012
J.D., Corporate/Securities Law
Penn State University 2005 — 2009
Smeal College of Business, Accounting and Finance
West Scranton High School 2001 — 2005
High School Diploma, General Studies
Pepper Hamilton LLP September 2012 - Present
Pepper Hamilton LLP May 2011 - July 2011
Villanova University May 2010 - August 2010
Boenning & Scattergood, Inc. May 2008 - August 2008
Education
Villanova University School of Law 2009 — 2012
J.D., Corporate/Securities Law
Penn State University 2005 — 2009
Smeal College of Business, Accounting and Finance
West Scranton High School 2001 — 2005
High School Diploma, General Studies
William Heinrichs William Heinrichs's Boenning & Scattergood, Inc. Experience July 2015 - Present
Job Investment Banking Summer Analyst at Boenning & Scattergood, Inc.
Industry Financial Services
Experience
Boenning & Scattergood, Inc. July 2015 - Present
Max M. Fisher College of Business, The Ohio State University August 2013 - Present
Ross Sinclaire & Assoc May 2015 - July 2015
FedEx Ground June 2014 - August 2014
Education
The Ohio State University 2013 — 2017
Bachelor of Science in Business Administration, Accounting and Finance Specializatons
Sylvania Northview High School 2009 — 2013
High School Diploma
Boenning & Scattergood, Inc. July 2015 - Present
Max M. Fisher College of Business, The Ohio State University August 2013 - Present
Ross Sinclaire & Assoc May 2015 - July 2015
FedEx Ground June 2014 - August 2014
Education
The Ohio State University 2013 — 2017
Bachelor of Science in Business Administration, Accounting and Finance Specializatons
Sylvania Northview High School 2009 — 2013
High School Diploma
Kevin McGah Kevin McGah's Boenning & Scattergood, Inc. Experience June 2007 - April 2010
Job Investment Banker at FocalPoint Partners, LLC
Industry Investment Banking
Experience
FocalPoint Partners, LLC May 2014 - Present
D.A. Davidson & Co. September 2012 - September 2013
FMV Opinions, Inc. June 2011 - August 2011
Boenning & Scattergood, Inc. June 2007 - April 2010
Skills
Financial Modeling, Valuation, Capital IQ, Investment Banking, Financial Analysis, Corporate Finance, LBO, Business Valuation, Due Diligence, M&A experience
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Finance
Villanova University 2005 — 2007
BBA, Finance
Loyola Marymount University 2003 — 2005
FocalPoint Partners, LLC May 2014 - Present
D.A. Davidson & Co. September 2012 - September 2013
FMV Opinions, Inc. June 2011 - August 2011
Boenning & Scattergood, Inc. June 2007 - April 2010
Skills
Financial Modeling, Valuation, Capital IQ, Investment Banking, Financial Analysis, Corporate Finance, LBO, Business Valuation, Due Diligence, M&A experience
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Finance
Villanova University 2005 — 2007
BBA, Finance
Loyola Marymount University 2003 — 2005
John Chuff John Chuff's Boenning & Scattergood, Inc. Experience June 2006 - March 2010
Job Principal BA Securities LLC
Industry Investment Banking
Experience
BA Securities LLC December 2010 - Present
Keystone Merchant Solutions LLC December 2010 - Present
Boenning & Scattergood, Inc. June 2006 - March 2010
Janney Montgomery Scott January 2001 - January 2005
Janney Montgomery Scott January 1992 - 2005
BOENNING & SCATTERGOOD October 1991 - December 1992
HOPPER SOLIDAY August 1983 - October 1991
Education
University of Scranton 1980 — 1983
MBA, Finance
University of Scranton 1974 — 1979
BS, Accounting
Scranton Prep 1970 — 1974
BA Securities LLC December 2010 - Present
Keystone Merchant Solutions LLC December 2010 - Present
Boenning & Scattergood, Inc. June 2006 - March 2010
Janney Montgomery Scott January 2001 - January 2005
Janney Montgomery Scott January 1992 - 2005
BOENNING & SCATTERGOOD October 1991 - December 1992
HOPPER SOLIDAY August 1983 - October 1991
Education
University of Scranton 1980 — 1983
MBA, Finance
University of Scranton 1974 — 1979
BS, Accounting
Scranton Prep 1970 — 1974
Jim McCormick's Boenning & Scattergood, Inc. Experience September 2004 - Present
Job Managing Director at Boenning & Scattergood, Inc.
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. September 2004 - Present
Griffin Financial Group 2004 - 2006
Berwind Corporation 1995 - 1997
Education
Penn State University 1988 — 1993
Bachelor of Science, Finance and International Business
Boenning & Scattergood, Inc. September 2004 - Present
Griffin Financial Group 2004 - 2006
Berwind Corporation 1995 - 1997
Education
Penn State University 1988 — 1993
Bachelor of Science, Finance and International Business
Jeff LaBrot's Boenning & Scattergood, Inc. Experience March 2006 - April 2014
Job Managing Director, Nasdaq Corporate Client Group New Listings & Capital Markets
Industry Capital Markets
Experience
Nasdaq May 2014 - Present
Boenning & Scattergood, Inc. March 2006 - April 2014
Drexel University, LeBow College of Business September 2010 - March 2012
Janney Montgomery Scott June 1998 - November 2004
J.P. Morgan September 1996 - June 1998
Merrill Lynch April 1995 - January 1996
Skills
Equity Research, Equities, Asset Managment, Capital Markets, Investment Banking, Alternative Investments, Portfolio Management, Investments, Securities, Corporate Finance, Mutual Funds, Series 7, Trading, Bloomberg, Hedge Funds, Asset Management
Education
Drexel University - College of Business and Administration 2004 — 2006
MBA, Investment Management
Drexel University
Nasdaq May 2014 - Present
Boenning & Scattergood, Inc. March 2006 - April 2014
Drexel University, LeBow College of Business September 2010 - March 2012
Janney Montgomery Scott June 1998 - November 2004
J.P. Morgan September 1996 - June 1998
Merrill Lynch April 1995 - January 1996
Skills
Equity Research, Equities, Asset Managment, Capital Markets, Investment Banking, Alternative Investments, Portfolio Management, Investments, Securities, Corporate Finance, Mutual Funds, Series 7, Trading, Bloomberg, Hedge Funds, Asset Management
Education
Drexel University - College of Business and Administration 2004 — 2006
MBA, Investment Management
Drexel University
Devin Lancit Devin Lancit's Boenning & Scattergood, Inc. Experience October 2007 - March 2013
Job Registered Client Service Associate for Stedmark Partners at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott March 2013 - Present
Boenning & Scattergood, Inc. October 2007 - March 2013
Janney Montgomery Scott October 2006 - October 2007
PNC May 2005 - October 2006
PNC March 2004 - June 2005
PNC March 2002 - May 2004
AMC Theatres June 2000 - November 2002
Skills
Series 7, Series 63, Investments, Portfolio Management, Securities, Banking, Alternative Investments, Equities, Bloomberg, Fixed Income, Wealth Management, Asset Managment
Education
Penn State University 2002 — 2004
Business Administration and Management, General, 3.65
Bill good marketing
Chichester High School
High School Diploma
Penn State University
Janney Montgomery Scott March 2013 - Present
Boenning & Scattergood, Inc. October 2007 - March 2013
Janney Montgomery Scott October 2006 - October 2007
PNC May 2005 - October 2006
PNC March 2004 - June 2005
PNC March 2002 - May 2004
AMC Theatres June 2000 - November 2002
Skills
Series 7, Series 63, Investments, Portfolio Management, Securities, Banking, Alternative Investments, Equities, Bloomberg, Fixed Income, Wealth Management, Asset Managment
Education
Penn State University 2002 — 2004
Business Administration and Management, General, 3.65
Bill good marketing
Chichester High School
High School Diploma
Penn State University
Chris Eagan Chris Eagan's Boenning & Scattergood, Inc. Experience September 2010 - May 2013
Job Global Markets Analyst, Boston Partners
Industry Investment Management
Experience
Boenning & Scattergood, Inc. September 2010 - May 2013
Bank of America November 2005 - February 2010
Fidelity Capital Markets September 1991 - June 2005
Skills
Equities, Series 7, Series 9 and 10, Bloomberg, Capital Markets, Investments, Series 63, Trading, Fixed Income, Hedge Funds, Securities, Alternative Investments, Portfolio Management, Asset Management, Equity Research, FINRA, Equity Trading
Education
College of the Holy Cross 1976 — 1980
Bachelor of Arts (B.A.), Economics
St Sebastian's School
Boenning & Scattergood, Inc. September 2010 - May 2013
Bank of America November 2005 - February 2010
Fidelity Capital Markets September 1991 - June 2005
Skills
Equities, Series 7, Series 9 and 10, Bloomberg, Capital Markets, Investments, Series 63, Trading, Fixed Income, Hedge Funds, Securities, Alternative Investments, Portfolio Management, Asset Management, Equity Research, FINRA, Equity Trading
Education
College of the Holy Cross 1976 — 1980
Bachelor of Arts (B.A.), Economics
St Sebastian's School
Hilary White's Boenning & Scattergood, Inc. Experience May 2013 - August 2013
Job Client Associate at Rockefeller & Co., Inc.
Industry Investment Management
Experience
Rockefeller & Co., Inc. June 2015 - Present
Rockefeller & Co., Inc. June 2014 - August 2014
Boenning & Scattergood, Inc. May 2013 - August 2013
Turner White Communications, Inc. 2010 - 2012
Tory Burch May 2011 - May 2011
Skills
PowerPoint, Research, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Psychology, Facebook, Community Service, Leadership, Marketing, Social Networking
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Rockefeller & Co., Inc. June 2015 - Present
Rockefeller & Co., Inc. June 2014 - August 2014
Boenning & Scattergood, Inc. May 2013 - August 2013
Turner White Communications, Inc. 2010 - 2012
Tory Burch May 2011 - May 2011
Skills
PowerPoint, Research, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Psychology, Facebook, Community Service, Leadership, Marketing, Social Networking
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Derek Still's Boenning & Scattergood, Inc. Experience June 2007 - August 2007
Job Senior Account Executive & Sales Team Lead
Industry Internet
Experience
Stack Exchange July 2014 - Present
Stack Exchange February 2015 - Present
Stack Exchange June 2014 - February 2015
Stack Exchange April 2013 - June 2014
Wolfe Research, LLC August 2012 - April 2013
UBS Investment Bank February 2010 - May 2012
Merrill Lynch June 2008 - August 2008
Boenning & Scattergood, Inc. June 2007 - August 2007
Education
Dickinson College 2005 — 2009
Bachelor of Arts
William Penn Charter School 1998 — 2005
Stack Exchange July 2014 - Present
Stack Exchange February 2015 - Present
Stack Exchange June 2014 - February 2015
Stack Exchange April 2013 - June 2014
Wolfe Research, LLC August 2012 - April 2013
UBS Investment Bank February 2010 - May 2012
Merrill Lynch June 2008 - August 2008
Boenning & Scattergood, Inc. June 2007 - August 2007
Education
Dickinson College 2005 — 2009
Bachelor of Arts
William Penn Charter School 1998 — 2005
Kevin Gladstone Kevin Gladstone's Boenning & Scattergood, Inc. Experience June 2015 - Present
Job Marketing Intern at Boenning & Scattergood, Inc.
Industry Management Consulting
Experience
Boenning & Scattergood, Inc. June 2015 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Public Speaking, Leadership, Research, Microsoft Word, Strategic Planning, PowerPoint, Time Management
Education
Gettysburg College 2012 — 2016
Bachelor of Arts (B.A.), Organizational Management Studies
Boenning & Scattergood, Inc. June 2015 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Public Speaking, Leadership, Research, Microsoft Word, Strategic Planning, PowerPoint, Time Management
Education
Gettysburg College 2012 — 2016
Bachelor of Arts (B.A.), Organizational Management Studies
Nick Janigian Nick Janigian's Boenning & Scattergood, Inc. Experience May 2015 - Present
Job Investment Banking Summer Intern at Boenning & Scattergood
Industry Financial Services
Experience
Boenning & Scattergood, Inc. May 2015 - Present
Rotek Inc. - Subsidiary of ThyssenKrupp AG May 2014 - August 2014
Miami University Asset Management August 2012 - May 2014
PlasTEAK June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Leadership, Social Media, Research, Teamwork, Investments
Education
Boston College 2014 — 2016
Bachelor's Degree, Finance
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Bachelor's Degree, Finance
Miami University 2012 — 2014
BS, Finance, General
Walsh Jesuit High School 2008 — 2012
Boenning & Scattergood, Inc. May 2015 - Present
Rotek Inc. - Subsidiary of ThyssenKrupp AG May 2014 - August 2014
Miami University Asset Management August 2012 - May 2014
PlasTEAK June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Leadership, Social Media, Research, Teamwork, Investments
Education
Boston College 2014 — 2016
Bachelor's Degree, Finance
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Bachelor's Degree, Finance
Miami University 2012 — 2014
BS, Finance, General
Walsh Jesuit High School 2008 — 2012
Mallory Sham's Boenning & Scattergood, Inc. Experience April 2015 - Present
Job Marketing and Office Coordinator
Industry Executive Office
Experience
Boenning & Scattergood, Inc. April 2015 - Present
Boenning & Scattergood, Inc. April 2015 - Present
Peachtree Financial Solutions June 2014 - April 2015
Executive Office Temp August 2013 - June 2014
First Financial Group / MassMutual November 2009 - June 2013
First Financial Group / MassMutual May 2011 - July 2011
Skills
Public Relations, Marketing Communications, Marketing, Social Media Marketing, Recruiting, Microsoft Office, Administrative..., Applicant Tracking..., Integrated Marketing, Technical Writing, Education, Special Education, Corporate Communications, Blogging, Salesforce.com, Advertising, Fundraising, Team Building, Creative Writing, Media Relations, Teamwork, Cold Calling, Training
Education
West Chester University of Pennsylvania 2012 — 2013
Bachelor of Science in Liberal Sudies: Professional Studies, Buisness, Technical Writing and Professional Education, 3.33 GPA
Penn State University 2009 — 2010
Bachelor of Science (BS), Corporate Communications
Gratz College 2003 — 2005
Hebrew and Judaic Studies, Education and Teaching, 4.0 GPA
Boenning & Scattergood, Inc. April 2015 - Present
Boenning & Scattergood, Inc. April 2015 - Present
Peachtree Financial Solutions June 2014 - April 2015
Executive Office Temp August 2013 - June 2014
First Financial Group / MassMutual November 2009 - June 2013
First Financial Group / MassMutual May 2011 - July 2011
Skills
Public Relations, Marketing Communications, Marketing, Social Media Marketing, Recruiting, Microsoft Office, Administrative..., Applicant Tracking..., Integrated Marketing, Technical Writing, Education, Special Education, Corporate Communications, Blogging, Salesforce.com, Advertising, Fundraising, Team Building, Creative Writing, Media Relations, Teamwork, Cold Calling, Training
Education
West Chester University of Pennsylvania 2012 — 2013
Bachelor of Science in Liberal Sudies: Professional Studies, Buisness, Technical Writing and Professional Education, 3.33 GPA
Penn State University 2009 — 2010
Bachelor of Science (BS), Corporate Communications
Gratz College 2003 — 2005
Hebrew and Judaic Studies, Education and Teaching, 4.0 GPA
Christopher Dengler Christopher Dengler's Boenning & Scattergood, Inc. Experience June 2014 - December 2014
Job Fixed Income Sales and Trading Summer Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2015 - Present
University of Chicago, Student Activity Center January 2014 - June 2015
Boenning & Scattergood, Inc. June 2014 - December 2014
Yards Brewing Company June 2012 - December 2013
O'Malley Trucking June 2009 - June 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Accounting, English, Teamwork, Time Management, Data Analysis, Event Planning, Management
Education
University of Chicago 2012 — 2016
Bachelor of Arts (BA), Economics
London School of Economics and Political Science 2013 — 2013
Accounting and Finance
BNP Paribas June 2015 - Present
University of Chicago, Student Activity Center January 2014 - June 2015
Boenning & Scattergood, Inc. June 2014 - December 2014
Yards Brewing Company June 2012 - December 2013
O'Malley Trucking June 2009 - June 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Accounting, English, Teamwork, Time Management, Data Analysis, Event Planning, Management
Education
University of Chicago 2012 — 2016
Bachelor of Arts (BA), Economics
London School of Economics and Political Science 2013 — 2013
Accounting and Finance
Eric Mitchell Eric Mitchell's Boenning & Scattergood, Inc. Experience October 1996 - Present
Job Investment Portfolio Manager
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. October 1996 - Present
South Coventry Township June 1989 - March 2012
Pottstown Community Endowment Fund June 2006 - January 2012
United Investment Club of Pottstown 1998 - 2012
Kimberton Waldorf School 2006 - 2010
Pottstown Memorial Medical Center August 2003 - August 2009
Rotary Club of Pottstown June 2005 - June 2006
Northern federation of Chester County June 1990 - July 2000
South Coventry Township January 1992 - January 1998
Eric Mitchell, Photographer October 1986 - November 1996
Education
Skidmore College 1973 — 1977
B.S., Photography & Business
Germantown Friends School 1960 — 1973
Boenning & Scattergood, Inc. October 1996 - Present
South Coventry Township June 1989 - March 2012
Pottstown Community Endowment Fund June 2006 - January 2012
United Investment Club of Pottstown 1998 - 2012
Kimberton Waldorf School 2006 - 2010
Pottstown Memorial Medical Center August 2003 - August 2009
Rotary Club of Pottstown June 2005 - June 2006
Northern federation of Chester County June 1990 - July 2000
South Coventry Township January 1992 - January 1998
Eric Mitchell, Photographer October 1986 - November 1996
Education
Skidmore College 1973 — 1977
B.S., Photography & Business
Germantown Friends School 1960 — 1973
Phong Lam, CSM Phong Lam, CSM's Boenning & Scattergood, Inc. Experience March 2009 - Present
Job Help Desk Specialist / Systems Administrator / Licensed Real Estate Agent / REALTOR®
Industry Information Technology and Services
Experience
Boenning & Scattergood, Inc. March 2009 - Present
Century 21 Advantage Gold February 2008 - Present
Tri-County Computer Doctor January 2010 - Present
J.G. Wentworth July 2007 - December 2008
SA International, Inc. April 2007 - July 2007
Simon & Schuster, Inc. April 2006 - April 2007
Catalyst IT Services January 2006 - April 2007
Express Scripts, Inc. October 2002 - August 2006
Skills
Active Directory, Troubleshooting, Servers, Windows, Windows 7, VPN, Computer Hardware, Microsoft Word, Mac, Microsoft Office, VMware, PowerPoint, Apple Final Cut Pro X, Cyberlink Power..., Ableton Live 8, DHCP, Citrix, Laptops, Blackberry Enterprise..., Mandarin, Cantonese, English, Blackberry, Vietnamese, VoIP, Client Services, WebEx, Antivirus, Cisco, DNS, A+ Certified, Firewalls, Windows Server, Windows Server 2003, XP, TCP/IP, Printers, Word, Routers, HP, Windows Server 2008, Desktop Support, Excel, Photoshop
Education
Drexel University - LeBow College of Business 2001 — 2005
Bachelor of Science in Business Administration, Management Information System, 3.41
New Horizons Computer Learning Centers 2009 — 2009
Certification Training, CompTIA A+, CompTIA Network+, MCDST, MCP
Social Media Marketing Institute 2010 — 2010
CSM, Certified Social Media Marketer
Temple University 2007 — 2007
Pennsylvania Real Estate License, Real Estate
Central High School 1997 — 2001
Bachelor of Arts, General, 3.60
Eliza B Kirkbride Elementary School
Boenning & Scattergood, Inc. March 2009 - Present
Century 21 Advantage Gold February 2008 - Present
Tri-County Computer Doctor January 2010 - Present
J.G. Wentworth July 2007 - December 2008
SA International, Inc. April 2007 - July 2007
Simon & Schuster, Inc. April 2006 - April 2007
Catalyst IT Services January 2006 - April 2007
Express Scripts, Inc. October 2002 - August 2006
Skills
Active Directory, Troubleshooting, Servers, Windows, Windows 7, VPN, Computer Hardware, Microsoft Word, Mac, Microsoft Office, VMware, PowerPoint, Apple Final Cut Pro X, Cyberlink Power..., Ableton Live 8, DHCP, Citrix, Laptops, Blackberry Enterprise..., Mandarin, Cantonese, English, Blackberry, Vietnamese, VoIP, Client Services, WebEx, Antivirus, Cisco, DNS, A+ Certified, Firewalls, Windows Server, Windows Server 2003, XP, TCP/IP, Printers, Word, Routers, HP, Windows Server 2008, Desktop Support, Excel, Photoshop
Education
Drexel University - LeBow College of Business 2001 — 2005
Bachelor of Science in Business Administration, Management Information System, 3.41
New Horizons Computer Learning Centers 2009 — 2009
Certification Training, CompTIA A+, CompTIA Network+, MCDST, MCP
Social Media Marketing Institute 2010 — 2010
CSM, Certified Social Media Marketer
Temple University 2007 — 2007
Pennsylvania Real Estate License, Real Estate
Central High School 1997 — 2001
Bachelor of Arts, General, 3.60
Eliza B Kirkbride Elementary School
David L Nelson David L Nelson's Boenning & Scattergood, Inc. Experience 1995 - 1996
Job Sr. Product / Account Manager
Industry Financial Services
Experience
Financial Software Systems November 2011 - Present
Financial Software Systems March 2007 - November 2011
iPhone / iPad Application: "ToddlerBlocks" January 2010 - June 2011
CapitalScope Asset Management 2004 - April 2007
SmarteTrades.com 1996 - April 2007
Boenning & Scattergood, Inc. 1995 - 1996
Skills
Derivatives, FX Options, FX, Options, Trading, Algorithms, Algorithm Design, Trading Systems, FX trading, FX Hedging, FX Binary Options, Equity Derivatives, Equities, Equity Valuation, Equity Trading, Bonds, Order Management, Equity options, Value at Risk, VAR, Credit Risk, Market Risk, Liquidity Risk, Financial Risk, Business Analysis, SWIFT payments, SWIFT messaging, FIX, Fixed Income, Gamma, Prime Brokerage, Broker-Dealer, OEMs, Trading Strategies, High Frequency Trading, Financial Markets, Securities, Banking, Hedge Funds, Asset Management, Hedging, Mutual Funds, Treasury, Currency, Structured Products, Capital Markets, Swaps, Bloomberg, Technical Analysis, Market Data
Education
Bucknell University 1991 — 1995
BSBA, Accounting
Financial Software Systems November 2011 - Present
Financial Software Systems March 2007 - November 2011
iPhone / iPad Application: "ToddlerBlocks" January 2010 - June 2011
CapitalScope Asset Management 2004 - April 2007
SmarteTrades.com 1996 - April 2007
Boenning & Scattergood, Inc. 1995 - 1996
Skills
Derivatives, FX Options, FX, Options, Trading, Algorithms, Algorithm Design, Trading Systems, FX trading, FX Hedging, FX Binary Options, Equity Derivatives, Equities, Equity Valuation, Equity Trading, Bonds, Order Management, Equity options, Value at Risk, VAR, Credit Risk, Market Risk, Liquidity Risk, Financial Risk, Business Analysis, SWIFT payments, SWIFT messaging, FIX, Fixed Income, Gamma, Prime Brokerage, Broker-Dealer, OEMs, Trading Strategies, High Frequency Trading, Financial Markets, Securities, Banking, Hedge Funds, Asset Management, Hedging, Mutual Funds, Treasury, Currency, Structured Products, Capital Markets, Swaps, Bloomberg, Technical Analysis, Market Data
Education
Bucknell University 1991 — 1995
BSBA, Accounting
Jenna Bryan-Krug, CFA Jenna Bryan-Krug, CFA's Boenning & Scattergood, Inc. Experience November 2007 - April 2011
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock April 2011 - Present
Boenning & Scattergood, Inc. November 2007 - April 2011
Benfield (currently Aon Benfield) December 2006 - November 2007
The Vanguard Group October 2004 - December 2006
Skills
Portfolio Management, Fixed Income, Investments, Bonds, Investment Banking, Valuation, Finance, Financial Analysis, Securities, Bloomberg, Alternative Investments, Financial Modeling, Analysis, Asset Management, Equities
Education
The George Washington University - School of Business 2000 — 2004
BBA, Finance, Marketing
College International de Cannes 2003 — 2003
French Language and Litterature & French Cinema
The Hun School of Princeton 1996 — 2000
BlackRock April 2011 - Present
Boenning & Scattergood, Inc. November 2007 - April 2011
Benfield (currently Aon Benfield) December 2006 - November 2007
The Vanguard Group October 2004 - December 2006
Skills
Portfolio Management, Fixed Income, Investments, Bonds, Investment Banking, Valuation, Finance, Financial Analysis, Securities, Bloomberg, Alternative Investments, Financial Modeling, Analysis, Asset Management, Equities
Education
The George Washington University - School of Business 2000 — 2004
BBA, Finance, Marketing
College International de Cannes 2003 — 2003
French Language and Litterature & French Cinema
The Hun School of Princeton 1996 — 2000
Sophia Mullins's Boenning & Scattergood, Inc. Experience August 2015 - Present
Job Investment Banking Summer Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. August 2015 - Present
KeyBanc Capital Markets May 2015 - August 2015
Ross Sinclaire & Assoc February 2015 - June 2015
Broad Street Food Pantry August 2014 - June 2015
City of Middletown Finance Department May 2014 - August 2014
Cole Haan May 2014 - August 2014
Skills
Leadership, Public Speaking, Microsoft Office, PowerPoint, Peer Mentoring, Business Analysis, Sales, Philanthropy, Microsoft Excel
Education
The Ohio State University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, Economics
Madison Junior Senior High School 2009 — 2013
Boenning & Scattergood, Inc. August 2015 - Present
KeyBanc Capital Markets May 2015 - August 2015
Ross Sinclaire & Assoc February 2015 - June 2015
Broad Street Food Pantry August 2014 - June 2015
City of Middletown Finance Department May 2014 - August 2014
Cole Haan May 2014 - August 2014
Skills
Leadership, Public Speaking, Microsoft Office, PowerPoint, Peer Mentoring, Business Analysis, Sales, Philanthropy, Microsoft Excel
Education
The Ohio State University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, Economics
Madison Junior Senior High School 2009 — 2013
Rachel Perlman Rachel Perlman's Boenning & Scattergood, Inc. Experience February 1998 - Present
Job Senior Vice President Fixed Income Sales at Boenning and Scattergood
Industry Financial Services
Experience
Boenning & Scattergood, Inc. February 1998 - Present
Boenning & Scattergood, Inc. May 2011 - May 2014
Skills
Asset Management, Fixed Income, Investments, Securities, Capital Markets, Bloomberg, Series 7, Equities, Portfolio Management, Municipal Bonds
Education
Sweet Briar College 1978 — 1982
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Radnor High School 1974 — 1978
Boenning & Scattergood, Inc. February 1998 - Present
Boenning & Scattergood, Inc. May 2011 - May 2014
Skills
Asset Management, Fixed Income, Investments, Securities, Capital Markets, Bloomberg, Series 7, Equities, Portfolio Management, Municipal Bonds
Education
Sweet Briar College 1978 — 1982
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Radnor High School 1974 — 1978
Orlando Lam Orlando Lam's Boenning & Scattergood, Inc. Experience August 2014 - Present
Job Investment Banking Analyst at Boenning & Scattergood
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. August 2014 - Present
Bryant Park Capital January 2014 - June 2014
Financial Research Associates April 2013 - January 2014
DuPont Capital Management April 2012 - September 2012
American Water April 2011 - September 2011
Education
Drexel University 2009 — 2014
Bachelor's Degree
Glassboro High School 2005 — 2009
Boenning & Scattergood, Inc. August 2014 - Present
Bryant Park Capital January 2014 - June 2014
Financial Research Associates April 2013 - January 2014
DuPont Capital Management April 2012 - September 2012
American Water April 2011 - September 2011
Education
Drexel University 2009 — 2014
Bachelor's Degree
Glassboro High School 2005 — 2009
Carlos Pelaez's Boenning & Scattergood, Inc. Experience May 2012 - July 2012
Job Energy Derivatives Specialist at Nasdaq
Industry Financial Services
Experience
Nasdaq March 2015 - Present
NASDAQ OMX July 2014 - Present
NASDAQ OMX June 2013 - August 2013
Boenning & Scattergood, Inc. May 2012 - July 2012
Skills
Bloomberg, PowerPoint, Sales, Social Media, Facebook, Financial Analysis, Financial Modeling, Research, Equities, Account Management, Fixed Income, Capital Markets, Series 7, Options, Securities
Education
Franklin & Marshall College 2010 — 2014
Bachelor's degree, Business, Organization, and Society
Radnor High School 2006 — 2010
Nasdaq March 2015 - Present
NASDAQ OMX July 2014 - Present
NASDAQ OMX June 2013 - August 2013
Boenning & Scattergood, Inc. May 2012 - July 2012
Skills
Bloomberg, PowerPoint, Sales, Social Media, Facebook, Financial Analysis, Financial Modeling, Research, Equities, Account Management, Fixed Income, Capital Markets, Series 7, Options, Securities
Education
Franklin & Marshall College 2010 — 2014
Bachelor's degree, Business, Organization, and Society
Radnor High School 2006 — 2010
Ryan M. Connors Ryan M. Connors's Boenning & Scattergood, Inc. Experience January 2015 - Present
Job Managing Director Boenning & Scattergood, Inc.
Industry Capital Markets
Experience
Boenning & Scattergood, Inc. January 2015 - Present
Janney Montgomery Scott LLC March 2010 - December 2014
Boenning & Scattergood, Inc. March 2006 - March 2010
Janney Montgomery Scott LLC 2003 - 2006
Skills
Capital Markets, Bloomberg, Equity Research, Equities, Strategy, Valuation, Mergers & Acquisitions, Venture Capital, Hedge Funds, Fixed Income, Alternative Investments
Education
Georgetown University 2000 — 2002
Master of Business Administration (M.B.A.)
Saint Joseph's University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Boenning & Scattergood, Inc. January 2015 - Present
Janney Montgomery Scott LLC March 2010 - December 2014
Boenning & Scattergood, Inc. March 2006 - March 2010
Janney Montgomery Scott LLC 2003 - 2006
Skills
Capital Markets, Bloomberg, Equity Research, Equities, Strategy, Valuation, Mergers & Acquisitions, Venture Capital, Hedge Funds, Fixed Income, Alternative Investments
Education
Georgetown University 2000 — 2002
Master of Business Administration (M.B.A.)
Saint Joseph's University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Jason Weisbaum Jason Weisbaum's Boenning & Scattergood, Inc. Experience May 2014 - August 2014
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Emory University Goizueta Business School August 2014 - May 2015
Boenning & Scattergood, Inc. May 2014 - August 2014
Resource Real Estate May 2013 - August 2013
Fanatics, Inc. May 2012 - August 2012
The Julian Krinsky Group May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Asset Management, Microsoft Excel, Leadership, Analysis, Financials, Inventory Management, E-commerce, Real Estate Economics, Budgets, Market Research
Education
Goizueta Business School, Emory University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Houlihan Lokey July 2015 - Present
Emory University Goizueta Business School August 2014 - May 2015
Boenning & Scattergood, Inc. May 2014 - August 2014
Resource Real Estate May 2013 - August 2013
Fanatics, Inc. May 2012 - August 2012
The Julian Krinsky Group May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Asset Management, Microsoft Excel, Leadership, Analysis, Financials, Inventory Management, E-commerce, Real Estate Economics, Budgets, Market Research
Education
Goizueta Business School, Emory University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Mary Scattergood's Boenning & Scattergood, Inc. Experience May 2015 - Present
Job Institutional Equity Research Sales at Boenning & Scattergood, Inc.
Industry Financial Services
Experience
Boenning & Scattergood, Inc. May 2015 - Present
Boenning & Scattergood, Inc. April 2007 - Present
Nuveen Investments July 2006 - 2007
Skills
Client Relations, Equity Research, Investment Advisory, Investments, Highly detail oriented, Investment Valuation, Social Media Marketing, Asset Management, Microsoft Office, Thompson One, Adobe Acrobat, Photoshop, Technology Integration, Client Liaison, Social Media, Market Research, Microsoft Excel, Microsoft Word, Stocks, Market Analysis, Analysis, Social Networking, Risk Analysis, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Financial Modeling, Finance, Series 7, Trading
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Boenning & Scattergood, Inc. May 2015 - Present
Boenning & Scattergood, Inc. April 2007 - Present
Nuveen Investments July 2006 - 2007
Skills
Client Relations, Equity Research, Investment Advisory, Investments, Highly detail oriented, Investment Valuation, Social Media Marketing, Asset Management, Microsoft Office, Thompson One, Adobe Acrobat, Photoshop, Technology Integration, Client Liaison, Social Media, Market Research, Microsoft Excel, Microsoft Word, Stocks, Market Analysis, Analysis, Social Networking, Risk Analysis, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Financial Modeling, Finance, Series 7, Trading
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Allison Wahl Allison Wahl's Boenning & Scattergood, Inc. Experience February 2013 - November 2013
Job
Industry
Experience
Trinity Lutheran Seminary February 2014 - July 2015
Boenning & Scattergood, Inc. February 2013 - November 2013
Rainier Investment Management April 2009 - February 2012
Austin Independent School District October 2008 - February 2009
The University of Texas at Austin January 2007 - October 2008
Skills
Public Speaking, Administrative..., Event Management, Communication, Customer Service, Event Planning, Computer Proficiency, Priority Management, Confidentiality, Major Gift Solicitations, Fundraising
Education
Concordia University Irvine 2004 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies - Concentration in Child Development
Trinity Lutheran Seminary February 2014 - July 2015
Boenning & Scattergood, Inc. February 2013 - November 2013
Rainier Investment Management April 2009 - February 2012
Austin Independent School District October 2008 - February 2009
The University of Texas at Austin January 2007 - October 2008
Skills
Public Speaking, Administrative..., Event Management, Communication, Customer Service, Event Planning, Computer Proficiency, Priority Management, Confidentiality, Major Gift Solicitations, Fundraising
Education
Concordia University Irvine 2004 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies - Concentration in Child Development
Frank Carioti Frank Carioti's Boenning & Scattergood, Inc. Experience March 1996 - Present
Job Registered Operations Associate at Boenning & Scattergood, Inc.
Industry Financial Services
Experience
Boenning & Scattergood, Inc. March 1996 - Present
BHC Securities Inc July 1989 - March 1996
Skills
Physical Security, Remote Deposit Capture, Daily Deposits, Approval Process, Microsoft Office, Supervisory Skills, Employee Training, Customer Service, Trading, Anti Money Laundering, Series 99, New Account Opening, ACH, Fedwire, SmartStation
Education
Community College of Philadelphia
Associate Degree in Science, Finance
Boenning & Scattergood, Inc. March 1996 - Present
BHC Securities Inc July 1989 - March 1996
Skills
Physical Security, Remote Deposit Capture, Daily Deposits, Approval Process, Microsoft Office, Supervisory Skills, Employee Training, Customer Service, Trading, Anti Money Laundering, Series 99, New Account Opening, ACH, Fedwire, SmartStation
Education
Community College of Philadelphia
Associate Degree in Science, Finance
Betsy Grossman Betsy Grossman's Boenning & Scattergood, Inc. Experience 2007 - 2008
Job Professional
Industry Design
Experience
Boenning & Scattergood, Inc. 2007 - 2008
Vanguard 2003 - 2005
The Perfect SetUp, Inc 2002 - 2004
optionsXpress 2000 - 2002
William Blair & Company 1996 - 2001
Skills
Customer Service, Entrepreneurship, Event Planning, Public Speaking, Teaching, Event Management, Coaching, Training, Leadership, Microsoft Office, Research, Electronic Trading, Options, Creative Problem Solving, Qualified Retirement..., Broker-Dealer, Broker-Dealer Operations, PowerPoint, Coordinating Events, Microsoft Excel, Web Design
Education
Harcum College 2014 — 2017
Interior Design
Loyola University of Chicago 1996 — 2001
Finance, General
Boenning & Scattergood, Inc. 2007 - 2008
Vanguard 2003 - 2005
The Perfect SetUp, Inc 2002 - 2004
optionsXpress 2000 - 2002
William Blair & Company 1996 - 2001
Skills
Customer Service, Entrepreneurship, Event Planning, Public Speaking, Teaching, Event Management, Coaching, Training, Leadership, Microsoft Office, Research, Electronic Trading, Options, Creative Problem Solving, Qualified Retirement..., Broker-Dealer, Broker-Dealer Operations, PowerPoint, Coordinating Events, Microsoft Excel, Web Design
Education
Harcum College 2014 — 2017
Interior Design
Loyola University of Chicago 1996 — 2001
Finance, General
James Adducci James Adducci's Boenning & Scattergood, Inc. Experience January 2003 - Present
Job Director, Investment Banking at Boenning & Scattergood, Inc
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. January 2003 - Present
Dresdner Kleinwort Wasserstein July 2000 - October 2002
Skills
Private Equity, Capital Markets, Equities, Financial Modeling, Mergers & Acquisitions, Investments, Investment Banking, LBO, Alternative Investments, Valuation, Corporate Finance, Financial Analysis, Bloomberg, Venture Capital, Wealth Management, Asset Management, Due Diligence, Business Strategy, Strategic Financial..., Business Development, M&A experience, Analysis, Business Valuation, Corporate Development, Equity Research, Financial Planning, Hedge Funds, Securities
Education
Carleton College 1996 — 2000
Economics
Boenning & Scattergood, Inc. January 2003 - Present
Dresdner Kleinwort Wasserstein July 2000 - October 2002
Skills
Private Equity, Capital Markets, Equities, Financial Modeling, Mergers & Acquisitions, Investments, Investment Banking, LBO, Alternative Investments, Valuation, Corporate Finance, Financial Analysis, Bloomberg, Venture Capital, Wealth Management, Asset Management, Due Diligence, Business Strategy, Strategic Financial..., Business Development, M&A experience, Analysis, Business Valuation, Corporate Development, Equity Research, Financial Planning, Hedge Funds, Securities
Education
Carleton College 1996 — 2000
Economics
Cole Willcox Cole Willcox's Boenning & Scattergood, Inc. Experience December 2013 - November 2014
Job Assistant Trader at Boenning & Scattergood, Inc.
Industry Financial Services
Experience
Boenning & Scattergood, Inc. December 2013 - November 2014
Aegis Media June 2012 - July 2013
SMART Insights Group, LLC January 2012 - April 2012
Gorman Health Group September 2011 - December 2011
Skills
Analysis, Competitive Analysis, Market Research, Microsoft Excel, Social Media, Research, PowerPoint, Data Analysis, Advertising, Event Planning, Social Networking, Social Media Marketing, Microsoft Office, Microsoft Word, Public Speaking, Event Management, Public Relations, Marketing Strategy, Marketing, Performance Management, Excel, Word, Team Leadership
Education
The Catholic University of America 2011 — 2012
Master of Science, Business Analysis, 4.0
University of Virginia 2008 — 2011
Bachelor of Arts, Sociology, 3.0
Boenning & Scattergood, Inc. December 2013 - November 2014
Aegis Media June 2012 - July 2013
SMART Insights Group, LLC January 2012 - April 2012
Gorman Health Group September 2011 - December 2011
Skills
Analysis, Competitive Analysis, Market Research, Microsoft Excel, Social Media, Research, PowerPoint, Data Analysis, Advertising, Event Planning, Social Networking, Social Media Marketing, Microsoft Office, Microsoft Word, Public Speaking, Event Management, Public Relations, Marketing Strategy, Marketing, Performance Management, Excel, Word, Team Leadership
Education
The Catholic University of America 2011 — 2012
Master of Science, Business Analysis, 4.0
University of Virginia 2008 — 2011
Bachelor of Arts, Sociology, 3.0
Michael Geraghty Michael Geraghty's Boenning & Scattergood, Inc. Experience November 2013 - Present
Job Equity Research Associate at Boenning & Scattergood
Industry Financial Services
Experience
Boenning & Scattergood, Inc. November 2013 - Present
St. Joseph's Prep August 2012 - June 2013
Delta Sigma Phi Fraternity January 2010 - December 2010
Skills
Equity Research, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Investments, Corporate Finance, Data Analysis, Research, PowerPoint, Portfolio Management, Microsoft Office, Microsoft Word, Analysis, Strategic Financial...
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Finance, General
Saint Joseph's Preparatory School 2004 — 2008
Boenning & Scattergood, Inc. November 2013 - Present
St. Joseph's Prep August 2012 - June 2013
Delta Sigma Phi Fraternity January 2010 - December 2010
Skills
Equity Research, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Investments, Corporate Finance, Data Analysis, Research, PowerPoint, Portfolio Management, Microsoft Office, Microsoft Word, Analysis, Strategic Financial...
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Finance, General
Saint Joseph's Preparatory School 2004 — 2008
Michael A. Heisey's Boenning & Scattergood, Inc. Experience February 2013 - April 2013
Job Derivatives Analyst at BlackRock
Industry Investment Banking
Experience
BlackRock July 2015 - Present
J.P. Morgan Securities LLC April 2013 - 2015
Boenning & Scattergood, Inc. February 2013 - April 2013
Grundy Insurance May 2011 - September 2011
Skills
Financial Analysis, Fixed Income, Client Services, Equities, Bloomberg, Investments, Corporate Finance, Financial Modeling, Portfolio Management, Budgeting & Forecasting, US Treasuries, Securities, Account Reconciliation, Process Improvement, Investment Banking, Prime Brokerage, Middle Office, Variation Margin, Initial Margin, Collateral Management, Derivatives, FX Derivatives, Exchange Traded..., Forwards, OTC Products, Options, FX Options, Swaps, Interest Rate..., Credit Derivatives, Interest Rate Hedging, FX Hedging, Foreign Exchange Risk..., FX Spot, Credit Default Swaps, BlackRock Aladdin, Hedge Funds, Auctions Desk, Treasury Management, ICE, CME, LME, Transaction Processing, Asset Management
Education
University of Delaware 2008 — 2012
Bachelor of Science (B.S.), Marketing
BlackRock July 2015 - Present
J.P. Morgan Securities LLC April 2013 - 2015
Boenning & Scattergood, Inc. February 2013 - April 2013
Grundy Insurance May 2011 - September 2011
Skills
Financial Analysis, Fixed Income, Client Services, Equities, Bloomberg, Investments, Corporate Finance, Financial Modeling, Portfolio Management, Budgeting & Forecasting, US Treasuries, Securities, Account Reconciliation, Process Improvement, Investment Banking, Prime Brokerage, Middle Office, Variation Margin, Initial Margin, Collateral Management, Derivatives, FX Derivatives, Exchange Traded..., Forwards, OTC Products, Options, FX Options, Swaps, Interest Rate..., Credit Derivatives, Interest Rate Hedging, FX Hedging, Foreign Exchange Risk..., FX Spot, Credit Default Swaps, BlackRock Aladdin, Hedge Funds, Auctions Desk, Treasury Management, ICE, CME, LME, Transaction Processing, Asset Management
Education
University of Delaware 2008 — 2012
Bachelor of Science (B.S.), Marketing
Elena Boteva's Boenning & Scattergood, Inc. Experience January 2015 - Present
Job Municipal Bond Underwriting at Boenning & Scattergood, Inc.
Industry Higher Education
Experience
Boenning & Scattergood, Inc. January 2015 - Present
Boenning & Scattergood, Inc. April 2011 - December 2014
Kroll March 2010 - March 2011
Drexel University March 2010 - June 2010
Hrleysville National Bank March 2008 - September 2009
Skills
Valuation, Analysis, Securities, Financial Modeling, Mutual Funds, Financial Analysis, Financial Reporting
Education
Drexel University 2007 — 2011
BSBA, Finance and Accounting
Universität Mannheim 2009 — 2009
Study Abroad Semester
Boenning & Scattergood, Inc. January 2015 - Present
Boenning & Scattergood, Inc. April 2011 - December 2014
Kroll March 2010 - March 2011
Drexel University March 2010 - June 2010
Hrleysville National Bank March 2008 - September 2009
Skills
Valuation, Analysis, Securities, Financial Modeling, Mutual Funds, Financial Analysis, Financial Reporting
Education
Drexel University 2007 — 2011
BSBA, Finance and Accounting
Universität Mannheim 2009 — 2009
Study Abroad Semester
Nick DiRenzo Nick DiRenzo's Boenning & Scattergood, Inc. Experience 2000 - 2001
Job Commercial Real Estate Lending Susquehanna Bank
Industry Banking
Experience
Susquehanna Bank March 2006 - Present
Wilmington Finance 2004 - 2006
Boenning & Scattergood, Inc. 2000 - 2001
Skills
Credit, Commercial Mortgages, Loan Origination, Real Estate Transactions, Construction Loans, Financial Analysis, Commercial Real Estate, Small Business Lending, Portfolio Management, New Business Development, Brokerage, Selling, Finance, Loans, Investment Properties, Underwriting, Mortgage Lending, Commercial Lending, Credit Risk, First Time Home Buyers, Investments, Refinance, Mortgage Banking, Real Estate Economics, Real Estate, Consumer Lending, Banking, Real Estate Financing, Risk Management, Credit Analysis, Asset Management, Real Estate Development
Education
Saint Joseph's University 2000 — 2004
Finance
Susquehanna Bank March 2006 - Present
Wilmington Finance 2004 - 2006
Boenning & Scattergood, Inc. 2000 - 2001
Skills
Credit, Commercial Mortgages, Loan Origination, Real Estate Transactions, Construction Loans, Financial Analysis, Commercial Real Estate, Small Business Lending, Portfolio Management, New Business Development, Brokerage, Selling, Finance, Loans, Investment Properties, Underwriting, Mortgage Lending, Commercial Lending, Credit Risk, First Time Home Buyers, Investments, Refinance, Mortgage Banking, Real Estate Economics, Real Estate, Consumer Lending, Banking, Real Estate Financing, Risk Management, Credit Analysis, Asset Management, Real Estate Development
Education
Saint Joseph's University 2000 — 2004
Finance
Tony Latini Tony Latini's Boenning & Scattergood, Inc. Experience April 2011 - Present
Job Managing Director at Boenning & Scattergood, Inc.
Industry Financial Services
Experience
Boenning & Scattergood, Inc. April 2011 - Present
Curtis Financial Group February 2001 - April 2011
Berwind Corporation 1991 - 2001
CoreStates March 1987 - June 1990
Skills
Mergers & Acquisitions, Finance, Banking, Mergers, Investment Banking, Middle Market, Insurance, Capital Markets, Corporate Finance, Valuation, Investments, Divestitures, Financial Markets, Acquisition Analysis, Underwriting
Education
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor of Science, Finance, Economics
Archmere Academy 1978 — 1982
Boenning & Scattergood, Inc. April 2011 - Present
Curtis Financial Group February 2001 - April 2011
Berwind Corporation 1991 - 2001
CoreStates March 1987 - June 1990
Skills
Mergers & Acquisitions, Finance, Banking, Mergers, Investment Banking, Middle Market, Insurance, Capital Markets, Corporate Finance, Valuation, Investments, Divestitures, Financial Markets, Acquisition Analysis, Underwriting
Education
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor of Science, Finance, Economics
Archmere Academy 1978 — 1982
Eliot Duhan's Boenning & Scattergood, Inc. Experience November 2013 - Present
Job
Industry Financial Services
Experience
Boenning & Scattergood, Inc. November 2013 - Present
Skills
Fixed Income, AML, Investment Banking, Capital Markets, Securities Regulation, Portfolio Management, Securities, FINRA, Due Diligence, Corporate Governance, Corporate Law, Legal Writing, Dodd-Frank, Series 24, Commodity, Intellectual Property, Equities, Hedge Funds, Trading, Bonds, Corporate Finance, Equity Trading, Legal Research, Financial Services, Electronic Trading, Derivatives, Options
Education
Temple University 2000 — 2004
JD, Law
St. John's College (MD) 1986 — 1990
BA
University of Chicago 1982 — 1984
Boenning & Scattergood, Inc. November 2013 - Present
Skills
Fixed Income, AML, Investment Banking, Capital Markets, Securities Regulation, Portfolio Management, Securities, FINRA, Due Diligence, Corporate Governance, Corporate Law, Legal Writing, Dodd-Frank, Series 24, Commodity, Intellectual Property, Equities, Hedge Funds, Trading, Bonds, Corporate Finance, Equity Trading, Legal Research, Financial Services, Electronic Trading, Derivatives, Options
Education
Temple University 2000 — 2004
JD, Law
St. John's College (MD) 1986 — 1990
BA
University of Chicago 1982 — 1984
John Casparro, CPA's Boenning & Scattergood, Inc. Experience January 2007 - May 2007
Job Portfolio Manager at Fairbridge Partners, LLC
Industry Commercial Real Estate
Experience
Fairbridge Partners, LLC May 2014 - Present
Long & Foster Companies August 2013 - Present
Tequesta Properties, Inc. May 2012 - April 2014
McGladrey October 2009 - May 2012
Fesnak and Associates, LLP February 2008 - October 2009
Turner Construction October 2007 - February 2008
Boenning & Scattergood, Inc. January 2007 - May 2007
Skills
Financial Reporting, GAAP, Accounting, Auditing, Tax, Real Estate, CPA, Journal Entries, Partnership Taxation, General Ledger, Financial Accounting, QuickBooks, Internal Controls, Financial Analysis, Commercial Real Estate, Asset Management, Property Management, Forecasting, Cash Flow, Financial Statements, Consolidation, Finance, Tax Research, Mergers & Acquisitions, Tax Accounting, Due Diligence, Tax Preparation, Account Reconciliation, US GAAP, Budgets, Accounts Payable
Education
Cabrini College 2003 — 2007
BS, Finance & Accounting
Fairbridge Partners, LLC May 2014 - Present
Long & Foster Companies August 2013 - Present
Tequesta Properties, Inc. May 2012 - April 2014
McGladrey October 2009 - May 2012
Fesnak and Associates, LLP February 2008 - October 2009
Turner Construction October 2007 - February 2008
Boenning & Scattergood, Inc. January 2007 - May 2007
Skills
Financial Reporting, GAAP, Accounting, Auditing, Tax, Real Estate, CPA, Journal Entries, Partnership Taxation, General Ledger, Financial Accounting, QuickBooks, Internal Controls, Financial Analysis, Commercial Real Estate, Asset Management, Property Management, Forecasting, Cash Flow, Financial Statements, Consolidation, Finance, Tax Research, Mergers & Acquisitions, Tax Accounting, Due Diligence, Tax Preparation, Account Reconciliation, US GAAP, Budgets, Accounts Payable
Education
Cabrini College 2003 — 2007
BS, Finance & Accounting
Adam Booth's Boenning & Scattergood, Inc. Experience August 2008 - February 2010
Job Financial Analyst at Pareto Captive Services, LLC
Industry Financial Services
Experience
Pareto Captive Services, LLC December 2013 - Present
Wells Capital Management January 2013 - September 2013
Keystone Merchant Solutions LLC October 2010 - December 2012
First New York Securities November 2010 - June 2011
Asolare Capital March 2010 - September 2010
Boenning & Scattergood, Inc. August 2008 - February 2010
Susquehanna International Group July 2000 - April 2008
Skills
Equities
Education
Swarthmore College 1996 — 2000
B.A., Economics
Pareto Captive Services, LLC December 2013 - Present
Wells Capital Management January 2013 - September 2013
Keystone Merchant Solutions LLC October 2010 - December 2012
First New York Securities November 2010 - June 2011
Asolare Capital March 2010 - September 2010
Boenning & Scattergood, Inc. August 2008 - February 2010
Susquehanna International Group July 2000 - April 2008
Skills
Equities
Education
Swarthmore College 1996 — 2000
B.A., Economics
Chad Hull's Boenning & Scattergood, Inc. Experience November 2001 - Present
Job Managing Director at Boenning & Scattergood, Inc.
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. November 2001 - Present
Berwind Financial Group 1995 - 2001
Education
Colgate University 1989 — 1993
Boenning & Scattergood, Inc. November 2001 - Present
Berwind Financial Group 1995 - 2001
Education
Colgate University 1989 — 1993
Josh Welk's Boenning & Scattergood, Inc. Experience May 2006 - December 2006
Job Private Equity at Argosy Capital
Industry Investment Management
Experience
Panhandle Oilfield Service Companies, Inc. March 2015 - Present
Flow Dry Technology Inc. October 2014 - Present
Argosy Private Equity January 2009 - Present
Susquehanna International Group July 2007 - November 2008
Student Managed Investment Portfolio August 2006 - December 2006
Boenning & Scattergood, Inc. May 2006 - December 2006
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Mergers, Bloomberg, Investments, Corporate Finance, Capital Markets, Financial Analysis, Alternative Investments, Venture Capital
Education
Columbia Business School 2012 — 2014
MBA
Franklin & Marshall College 2003 — 2007
BA, Business
Panhandle Oilfield Service Companies, Inc. March 2015 - Present
Flow Dry Technology Inc. October 2014 - Present
Argosy Private Equity January 2009 - Present
Susquehanna International Group July 2007 - November 2008
Student Managed Investment Portfolio August 2006 - December 2006
Boenning & Scattergood, Inc. May 2006 - December 2006
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Mergers, Bloomberg, Investments, Corporate Finance, Capital Markets, Financial Analysis, Alternative Investments, Venture Capital
Education
Columbia Business School 2012 — 2014
MBA
Franklin & Marshall College 2003 — 2007
BA, Business
James Still's Boenning & Scattergood, Inc. Experience 2004 - 2009
Job President and Chief Executive Officer at Surgent McCoy CPE, LLC
Industry Management Consulting
Experience
Surgent McCoy CPE, LLC 2014 - Present
Thompson Media Group, LLC December 2010 - April 2014
MainStream, LLC 2009 - May 2011
Boenning & Scattergood, Inc. 2004 - 2009
RDC Advisors, LLC 1999 - 2003
Atlantic American Properties Trust / Bell Atlantic Properties 1990 - 1998
Bell Atlantic Corporation 1984 - 1990
Bell Atlantic Enterprises 1984 - 1986
Skills
Private Equity
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Masters of Business Administraiton, Management
Amherst College 1975 — 1979
Bachelor of Arts Degree, Double Major in Economics and Psychology
Surgent McCoy CPE, LLC 2014 - Present
Thompson Media Group, LLC December 2010 - April 2014
MainStream, LLC 2009 - May 2011
Boenning & Scattergood, Inc. 2004 - 2009
RDC Advisors, LLC 1999 - 2003
Atlantic American Properties Trust / Bell Atlantic Properties 1990 - 1998
Bell Atlantic Corporation 1984 - 1990
Bell Atlantic Enterprises 1984 - 1986
Skills
Private Equity
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Masters of Business Administraiton, Management
Amherst College 1975 — 1979
Bachelor of Arts Degree, Double Major in Economics and Psychology
Omar Ganoom's Boenning & Scattergood, Inc. Experience July 2015 - Present
Job Managing Director at Boenning & Scattergood, Inc.
Industry Capital Markets
Experience
Boenning & Scattergood, Inc. July 2015 - Present
Skills
Investments, Management, Series 7, Series 63, Bonds, ETFs, Asset Management, Trading, FINRA, Fixed Income, Securities, Investment Advisory, Portfolio Management, Finance, Leadership, Financial Markets, Wealth Management, Municipal Bonds, Mutual Funds, Investment Management, Financial Structuring, Capital Markets, Investment Banking
Education
The Ohio State University
Bachelor of Arts (B.A.), Political Science and Government
The Ohio State University
Master in Public Adminstration, Finance
The Ohio State University
Boenning & Scattergood, Inc. July 2015 - Present
Skills
Investments, Management, Series 7, Series 63, Bonds, ETFs, Asset Management, Trading, FINRA, Fixed Income, Securities, Investment Advisory, Portfolio Management, Finance, Leadership, Financial Markets, Wealth Management, Municipal Bonds, Mutual Funds, Investment Management, Financial Structuring, Capital Markets, Investment Banking
Education
The Ohio State University
Bachelor of Arts (B.A.), Political Science and Government
The Ohio State University
Master in Public Adminstration, Finance
The Ohio State University
Sam Ginsberg's Boenning & Scattergood, Inc. Experience February 2009 - Present
Job Vice President & Branch Manager of Boenning & Scattergood, Inc
Industry Financial Services
Experience
Boenning & Scattergood, Inc. February 2009 - Present
Education
Carnegie Mellon University 1979 — 1982
Boenning & Scattergood, Inc. February 2009 - Present
Education
Carnegie Mellon University 1979 — 1982
Debjit Chattopadhyay's Boenning & Scattergood, Inc. Experience January 2011 - July 2011
Job Senior Equity Research Analyst at ROTH Capital Partners
Industry Financial Services
Experience
Roth Capital Partners April 2014 - Present
Emerging Growth Equities January 2012 - April 2014
Boenning & Scattergood, Inc. January 2011 - July 2011
Boenning & Scattergood Inc April 2011 - June 2011
IPG Group April 2010 - April 2011
Interlink Healthcare Communications March 2010 - April 2011
81qd/Medical Knowledge Group August 2009 - May 2010
81q/d Medical Knowledge Group August 2009 - April 2010
Drexel University's LeBow College of Business 2010 - 2010
Boenning & Scattergood, Inc. August 2006 - August 2009
Skills
Equity Research, Venture Capital, Business Development, Forecasting, Competitive Intelligence, Leadership, Mergers & Acquisitions, Investments, Due Diligence, Financial Modeling, Valuation, Market Analysis, Analysis, Life Sciences, Market Research, Management, Biotechnology, Strategy
Education
Sloan Kettering Cancer Center, NY 2002 — 2006
Post Doctoral, Targeted Therapy
The University of Connecticut 1998 — 2003
Ph.D
Drexel University - LeBow College of Business
LeBow College of Business, Drexel University
MBA, Finance/Marketing2012
University of Connecticut
Ph.D
University of Mumbai
Roth Capital Partners April 2014 - Present
Emerging Growth Equities January 2012 - April 2014
Boenning & Scattergood, Inc. January 2011 - July 2011
Boenning & Scattergood Inc April 2011 - June 2011
IPG Group April 2010 - April 2011
Interlink Healthcare Communications March 2010 - April 2011
81qd/Medical Knowledge Group August 2009 - May 2010
81q/d Medical Knowledge Group August 2009 - April 2010
Drexel University's LeBow College of Business 2010 - 2010
Boenning & Scattergood, Inc. August 2006 - August 2009
Skills
Equity Research, Venture Capital, Business Development, Forecasting, Competitive Intelligence, Leadership, Mergers & Acquisitions, Investments, Due Diligence, Financial Modeling, Valuation, Market Analysis, Analysis, Life Sciences, Market Research, Management, Biotechnology, Strategy
Education
Sloan Kettering Cancer Center, NY 2002 — 2006
Post Doctoral, Targeted Therapy
The University of Connecticut 1998 — 2003
Ph.D
Drexel University - LeBow College of Business
LeBow College of Business, Drexel University
MBA, Finance/Marketing2012
University of Connecticut
Ph.D
University of Mumbai
Michael A Galantino's Boenning & Scattergood, Inc. Experience January 2006 - Present
Job Managing Director at Boenning Scattergood
Industry Financial Services
Experience
Boenning & Scattergood, Inc. January 2006 - Present
Haverford Financial Services January 2002 - January 2006
UBS Wealth Management January 1992 - January 2002
Morgan Stanley Smith Barney January 1985 - January 1992
Skills
Portfolio Management, Series 7, Wealth Management, Investment Advisory, Investments, Retirement Planning, Asset Management, Estate Planning, Financial Planning
Education
Bloomsburg University of Pennsylvania 1980 — 1984
BS, Accounting
Boenning & Scattergood, Inc. January 2006 - Present
Haverford Financial Services January 2002 - January 2006
UBS Wealth Management January 1992 - January 2002
Morgan Stanley Smith Barney January 1985 - January 1992
Skills
Portfolio Management, Series 7, Wealth Management, Investment Advisory, Investments, Retirement Planning, Asset Management, Estate Planning, Financial Planning
Education
Bloomsburg University of Pennsylvania 1980 — 1984
BS, Accounting
Liam Timoney's Boenning & Scattergood, Inc. Experience September 2002 - September 2009
Job Director Institutional Equity Trading at Janney Montgomery Scott LLC
Industry Investment Management
Experience
Janney Montgomery Scott LLC September 2009 - Present
Boenning & Scattergood, Inc. September 2002 - September 2009
Skills
Series 7, Equities, Bloomberg, Series 63, Series 65, Capital Markets, Electronic Trading..., Equity Trading, Investments, Securities, Trading, Trading Systems, Alternative Investments, Asset Management, Hedge Funds
Education
The Catholic University of America 1998 — 2002
Bachelor of Science, Electrical Engineering
The Catholic University of America
Janney Montgomery Scott LLC September 2009 - Present
Boenning & Scattergood, Inc. September 2002 - September 2009
Skills
Series 7, Equities, Bloomberg, Series 63, Series 65, Capital Markets, Electronic Trading..., Equity Trading, Investments, Securities, Trading, Trading Systems, Alternative Investments, Asset Management, Hedge Funds
Education
The Catholic University of America 1998 — 2002
Bachelor of Science, Electrical Engineering
The Catholic University of America
Wilson Smith, CFA's Boenning & Scattergood, Inc. Experience 2004 - 2007
Job Director of Financial Planning at West Laurel Hill Cemetery
Industry Financial Services
Experience
West Laurel Hill Cemetery January 2015 - Present
Burlington Consulting Corp July 2013 - Present
Patriot Financial Partners 2007 - 2013
Boenning & Scattergood, Inc. 2004 - 2007
Cohen & Company 2001 - 2004
Janney Montgomery Scott 2000 - 2001
CoreStates Financial 1980 - 1994
Skills
Investments, Banking, Research, Portfolio Management, Equities, Asset Management, Financial Analysis, Financial Modeling, Private Equity, Capital Markets, Valuation, Asset Managment, Investment Banking, Alternative Investments, Due Diligence, Series 7, Risk Management, Securities, Cash Management, Mergers & Acquisitions, Finance, Mutual Funds, Investor Relations, Strategy, Hedge Funds, Equity Research, Fixed Income, Financial Services, Wealth Management, Strategic Financial..., Asset Allocation, Investment Strategies, Investment Management, Financial Advisory, Structured Finance
Education
Vanderbilt University - Owen Graduate School of Management 1978 — 1980
MBA, Finance
Denison University 1972 — 1976
BA, History & Economics
West Laurel Hill Cemetery January 2015 - Present
Burlington Consulting Corp July 2013 - Present
Patriot Financial Partners 2007 - 2013
Boenning & Scattergood, Inc. 2004 - 2007
Cohen & Company 2001 - 2004
Janney Montgomery Scott 2000 - 2001
CoreStates Financial 1980 - 1994
Skills
Investments, Banking, Research, Portfolio Management, Equities, Asset Management, Financial Analysis, Financial Modeling, Private Equity, Capital Markets, Valuation, Asset Managment, Investment Banking, Alternative Investments, Due Diligence, Series 7, Risk Management, Securities, Cash Management, Mergers & Acquisitions, Finance, Mutual Funds, Investor Relations, Strategy, Hedge Funds, Equity Research, Fixed Income, Financial Services, Wealth Management, Strategic Financial..., Asset Allocation, Investment Strategies, Investment Management, Financial Advisory, Structured Finance
Education
Vanderbilt University - Owen Graduate School of Management 1978 — 1980
MBA, Finance
Denison University 1972 — 1976
BA, History & Economics
Steven Salberta, CFA's Boenning & Scattergood, Inc. Experience August 2008 - April 2010
Job Senior Director of Finance at Rackspace, the #1 managed cloud company
Industry Internet
Experience
Rackspace, the #1 managed cloud company January 2014 - Present
Rackspace, the Open Cloud Company January 2013 - January 2014
Rackspace, the Open Cloud Company July 2010 - January 2012
Boenning & Scattergood, Inc. August 2008 - April 2010
Merrill Lynch Investment Managers July 1996 - May 2008
Skills
Financial Modeling, Financial Analysis, Risk Management, Capital Management, Pricing Strategy, P&L Forecasting, Trading Strategies, Equity Valuation, Capital Budgeting, P&L Management, Team Mentoring
Education
Rider University 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
CFA Institute 1999 — 2001
CFA Charterholder
Rackspace, the #1 managed cloud company January 2014 - Present
Rackspace, the Open Cloud Company January 2013 - January 2014
Rackspace, the Open Cloud Company July 2010 - January 2012
Boenning & Scattergood, Inc. August 2008 - April 2010
Merrill Lynch Investment Managers July 1996 - May 2008
Skills
Financial Modeling, Financial Analysis, Risk Management, Capital Management, Pricing Strategy, P&L Forecasting, Trading Strategies, Equity Valuation, Capital Budgeting, P&L Management, Team Mentoring
Education
Rider University 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
CFA Institute 1999 — 2001
CFA Charterholder
Bobby Clark's Boenning & Scattergood, Inc. Experience March 2009 - August 2011
Job Vice President Institutional Sales at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann August 2011 - Present
Boenning & Scattergood, Inc. March 2009 - August 2011
Wall Street Access October 2007 - March 2009
E*TRADE Financial 2004 - 2007
Logan Capital Management, Inc. 1999 - 2004
Education
Franklin & Marshall College 1990 — 1994
Episcopal Academy 1978 — 1990
Ladenburg Thalmann August 2011 - Present
Boenning & Scattergood, Inc. March 2009 - August 2011
Wall Street Access October 2007 - March 2009
E*TRADE Financial 2004 - 2007
Logan Capital Management, Inc. 1999 - 2004
Education
Franklin & Marshall College 1990 — 1994
Episcopal Academy 1978 — 1990
Michael Bova's Boenning & Scattergood, Inc. Experience Chairman & CEOArthurs, Lestrange & Company, Inc.September 1983 - September 2006
Job Managing Director at Boenning & Scattergood, Inc.
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. Chairman & CEOArthurs, Lestrange & Company, Inc.September 1983 - September 2006
Education
University of Pittsburgh
MPA, Urban Executive Management
Boenning & Scattergood, Inc. Chairman & CEOArthurs, Lestrange & Company, Inc.September 1983 - September 2006
Education
University of Pittsburgh
MPA, Urban Executive Management
Carmine Pezzella,Jr.'s Boenning & Scattergood, Inc. Experience September 2010 - February 2012
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Morgan Stanley Wealth Management December 2012 - March 2015
Boenning & Scattergood, Inc. September 2010 - February 2012
Hightower Advisors October 2009 - September 2010
Donnelly and Steen/Coastal Equities March 2009 - September 2009
UBS August 1980 - December 2008
Paine Webber 1995 - 2000
Kidder,Peabody 1980 - 1995
Skills
Wealth Management, Series 63, Securities, Investment Advisory, Alternative Investments, Series 7, Investments, Asset Managment, Asset Allocation, FINRA, Equities
Education
Fordham University
Merrill Lynch March 2015 - Present
Morgan Stanley Wealth Management December 2012 - March 2015
Boenning & Scattergood, Inc. September 2010 - February 2012
Hightower Advisors October 2009 - September 2010
Donnelly and Steen/Coastal Equities March 2009 - September 2009
UBS August 1980 - December 2008
Paine Webber 1995 - 2000
Kidder,Peabody 1980 - 1995
Skills
Wealth Management, Series 63, Securities, Investment Advisory, Alternative Investments, Series 7, Investments, Asset Managment, Asset Allocation, FINRA, Equities
Education
Fordham University
Holly Guthrie's Boenning & Scattergood, Inc. Experience 2008 - 2010
Job Supervisory Analyst at Janney Montgomery Scott
Industry Capital Markets
Experience
Janney Montgomery Scott January 2011 - Present
Boenning & Scattergood, Inc. 2008 - 2010
Janney Montgomery Scott August 2006 - August 2008
Morgan Keegan June 2003 - August 2006
Education
Gettysburg College 1983 — 1986
BA Economics
Penncrest High School 1979 — 1982
Janney Montgomery Scott January 2011 - Present
Boenning & Scattergood, Inc. 2008 - 2010
Janney Montgomery Scott August 2006 - August 2008
Morgan Keegan June 2003 - August 2006
Education
Gettysburg College 1983 — 1986
BA Economics
Penncrest High School 1979 — 1982
Katryna Kviatkevich's Boenning & Scattergood, Inc. Experience June 2010 - August 2013
Job Financial Analyst
Industry Financial Services
Experience
Capital Group November 2013 - May 2015
Boenning & Scattergood, Inc. June 2010 - August 2013
J.P. Morgan September 2009 - March 2010
Drexel University March 2009 - September 2009
Skills
Equity Research, Bloomberg, Portfolio Management, Finance, Analysis, Valuation, Fixed Income, Trading, Asset Allocation, Investment Banking
Education
Drexel University - College of Business and Administration 2009 — 2010
B.S. in Business Administration, Finance, 3.94/4.00
Belarus State Economic University 2001 — 2005
International Business
Capital Group November 2013 - May 2015
Boenning & Scattergood, Inc. June 2010 - August 2013
J.P. Morgan September 2009 - March 2010
Drexel University March 2009 - September 2009
Skills
Equity Research, Bloomberg, Portfolio Management, Finance, Analysis, Valuation, Fixed Income, Trading, Asset Allocation, Investment Banking
Education
Drexel University - College of Business and Administration 2009 — 2010
B.S. in Business Administration, Finance, 3.94/4.00
Belarus State Economic University 2001 — 2005
International Business
Lisa Schaub's Boenning & Scattergood, Inc. Experience June 2008 - Present
Job Vice President at Boenning & Scattergood, Inc.
Industry Financial Services
Experience
Boenning & Scattergood, Inc. June 2008 - Present
Rutherford, Brown & Catherwood April 1989 - June 2008
Skills
Trading Systems, Equity Trading, Finance, FINRA, Bonds, Equities, Portfolio Management, Options, Financial Advisory, Series 7, Series 63,...
Education
Hartwick College 1979 — 1983
Bachelor of Arts (B.A.), English Language and Literature, General
Boenning & Scattergood, Inc. June 2008 - Present
Rutherford, Brown & Catherwood April 1989 - June 2008
Skills
Trading Systems, Equity Trading, Finance, FINRA, Bonds, Equities, Portfolio Management, Options, Financial Advisory, Series 7, Series 63,...
Education
Hartwick College 1979 — 1983
Bachelor of Arts (B.A.), English Language and Literature, General
Nicholas Whitehead's Boenning & Scattergood, Inc. Experience June 2009 - August 2009
Job Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey January 2013 - Present
Milestone Advisors May 2012 - December 2012
Royal Bank of Scotland August 2011 - February 2012
Royal Bank of Scotland June 2010 - August 2010
Boenning & Scattergood, Inc. June 2009 - August 2009
Head of the Charles Regatta Office March 2007 - June 2007
Belmont HIll School June 2005 - August 2005
Skills
Finance, Valuation, Financial Modeling, Analysis, Investment Banking, Portfolio Management, Corporate Finance, Bloomberg, Due Diligence, Private Equity, PowerPoint, Capital Markets, Equities, Financial Analysis, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelors of Science, BSc Economics: Finance, Accounting Concentrations
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science, Economics; Finance & Accounting; Finance Concentration
Belmont Hill School 2001 — 2007
High School Diploma
Houlihan Lokey January 2013 - Present
Milestone Advisors May 2012 - December 2012
Royal Bank of Scotland August 2011 - February 2012
Royal Bank of Scotland June 2010 - August 2010
Boenning & Scattergood, Inc. June 2009 - August 2009
Head of the Charles Regatta Office March 2007 - June 2007
Belmont HIll School June 2005 - August 2005
Skills
Finance, Valuation, Financial Modeling, Analysis, Investment Banking, Portfolio Management, Corporate Finance, Bloomberg, Due Diligence, Private Equity, PowerPoint, Capital Markets, Equities, Financial Analysis, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelors of Science, BSc Economics: Finance, Accounting Concentrations
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science, Economics; Finance & Accounting; Finance Concentration
Belmont Hill School 2001 — 2007
High School Diploma
Chip Petrillo's Boenning & Scattergood, Inc. Experience January 2015 - Present
Job Financial Advisory & CMBS
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. January 2015 - Present
Skills
Sales, Financial Modeling, Investments, Financial Analysis, Asset Management, Strategic Planning, Valuation
Education
The George Washington University - School of Business
B.S. Business, International Business
Boenning & Scattergood, Inc. January 2015 - Present
Skills
Sales, Financial Modeling, Investments, Financial Analysis, Asset Management, Strategic Planning, Valuation
Education
The George Washington University - School of Business
B.S. Business, International Business
Elizabeth Thompson-Ambrose's Boenning & Scattergood, Inc. Experience February 2008 - July 2011
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management Front Street Group February 2013 - Present
Boenning & Scattergood, Inc. February 2008 - July 2011
Janney Montgomery Scott March 1998 - March 2007
Skills
Series 7, Wealth Management, Securities, Asset Allocation, Investments, Investment Advisory, Mutual Funds, Alternative Investments, Equities, Asset Management, Retirement Planning, Portfolio Management, Financial Advisory, Financial Planning
Education
University of Alabama
Morgan Stanley Private Wealth Management Front Street Group February 2013 - Present
Boenning & Scattergood, Inc. February 2008 - July 2011
Janney Montgomery Scott March 1998 - March 2007
Skills
Series 7, Wealth Management, Securities, Asset Allocation, Investments, Investment Advisory, Mutual Funds, Alternative Investments, Equities, Asset Management, Retirement Planning, Portfolio Management, Financial Advisory, Financial Planning
Education
University of Alabama
Ben Lurio's Boenning & Scattergood, Inc. Experience May 2012 - December 2013
Job Equity Research Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
SunTrust Robinson Humphrey January 2014 - March 2015
Boenning & Scattergood, Inc. May 2012 - December 2013
Skills
Series 7, 63, 86, and 87, Financial Analysis, Financial Modeling, Equity Research, Equity Capital Markets, Bloomberg, Equities, Bloomberg Terminal, Valuation, Series 7
Education
Franklin & Marshall College 2007 — 2011
Government
The Episcopal Academy 2004 — 2007
J.P. Morgan March 2015 - Present
SunTrust Robinson Humphrey January 2014 - March 2015
Boenning & Scattergood, Inc. May 2012 - December 2013
Skills
Series 7, 63, 86, and 87, Financial Analysis, Financial Modeling, Equity Research, Equity Capital Markets, Bloomberg, Equities, Bloomberg Terminal, Valuation, Series 7
Education
Franklin & Marshall College 2007 — 2011
Government
The Episcopal Academy 2004 — 2007
Peter Bodenheimer's Boenning & Scattergood, Inc. Experience November 2002 - Present
Job Sr. Vice President at Boenning & Scattergood, Inc.
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. November 2002 - Present
Education
Temple University
Master's degree, Psychology
Boenning & Scattergood, Inc. November 2002 - Present
Education
Temple University
Master's degree, Psychology
Alex Bondroff's Boenning & Scattergood, Inc. Experience January 2015 - May 2015
Job Associate Investment Banking at Sandler O'Neill & Partners
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. June 2015 - Present
Boenning & Scattergood, Inc. January 2015 - May 2015
Boenning & Scattergood, Inc. May 2012 - December 2014
University of Delaware December 2009 - May 2012
Jefferies & Company June 2011 - August 2011
Skills
Valuation, Bloomberg Terminal, Financial Modeling, Capital IQ, SNL, Series 79, Series 63
Education
University of Delaware 2008 — 2012
B.S., Finance
University of Delaware - Lerner College of Business and Economics 2008 — 2012
B.S., Finance
Montville Township High School
Sandler O'Neill & Partners, L.P. June 2015 - Present
Boenning & Scattergood, Inc. January 2015 - May 2015
Boenning & Scattergood, Inc. May 2012 - December 2014
University of Delaware December 2009 - May 2012
Jefferies & Company June 2011 - August 2011
Skills
Valuation, Bloomberg Terminal, Financial Modeling, Capital IQ, SNL, Series 79, Series 63
Education
University of Delaware 2008 — 2012
B.S., Finance
University of Delaware - Lerner College of Business and Economics 2008 — 2012
B.S., Finance
Montville Township High School
Stephen Comes's Boenning & Scattergood, Inc. Experience July 2000 - Present
Job
Industry Financial Services
Experience
Boenning & Scattergood, Inc. July 2000 - Present
Skills
Series 7, Equity Trading, Capital Markets, Equities, Asset Management, Bloomberg, Securities, Asset Managment, Marketing Strategy, Business Development, Fixed Income, Marketing Communications, Series 24, Investments
Education
La Salle University 1996 — 2000
Master of Business Administration (M.B.A.), Finance, General
Boenning & Scattergood, Inc. July 2000 - Present
Skills
Series 7, Equity Trading, Capital Markets, Equities, Asset Management, Bloomberg, Securities, Asset Managment, Marketing Strategy, Business Development, Fixed Income, Marketing Communications, Series 24, Investments
Education
La Salle University 1996 — 2000
Master of Business Administration (M.B.A.), Finance, General
Bibek Singh's Boenning & Scattergood, Inc. Experience October 2006 - December 2006
Job Centinel Spine, Inc. at Centinel Spine
Industry Banking
Experience
Centinel Spine May 2013 - Present
Knee Creations, LLC February 2012 - May 2013
Viscogliosi & Company September 2011 - May 2013
Virginia Tech September 2009 - May 2011
Small Bone Innovations, Inc. August 2007 - June 2008
Boenning & Scattergood, Inc. October 2006 - December 2006
Rivers Institue at Hanover College June 2006 - August 2006
Primerica June 2005 - August 2005
Skills
Medical Devices, Financial Analysis, Business Development, Microsoft Excel, Econometrics, Statistics, Data Analysis, Research, Corporate Finance, Analytics, Business Analysis, Strategic Planning, Valuation, Economics, Bloomberg Terminal, Financial Modeling, Microsoft Office
Education
Virginia Polytechnic Institute and State University 2009 — 2011
Master of Science (M.S.), Agriculture & Applied Economics
Hanover College 2003 — 2007
Bachelor's degree, Economics and Business Administration
Centinel Spine May 2013 - Present
Knee Creations, LLC February 2012 - May 2013
Viscogliosi & Company September 2011 - May 2013
Virginia Tech September 2009 - May 2011
Small Bone Innovations, Inc. August 2007 - June 2008
Boenning & Scattergood, Inc. October 2006 - December 2006
Rivers Institue at Hanover College June 2006 - August 2006
Primerica June 2005 - August 2005
Skills
Medical Devices, Financial Analysis, Business Development, Microsoft Excel, Econometrics, Statistics, Data Analysis, Research, Corporate Finance, Analytics, Business Analysis, Strategic Planning, Valuation, Economics, Bloomberg Terminal, Financial Modeling, Microsoft Office
Education
Virginia Polytechnic Institute and State University 2009 — 2011
Master of Science (M.S.), Agriculture & Applied Economics
Hanover College 2003 — 2007
Bachelor's degree, Economics and Business Administration
Andrew Crespo's Boenning & Scattergood, Inc. Experience June 2015 - Present
Job Equity Research Associate at Boenning & Scattergood, Inc.
Industry Capital Markets
Experience
Boenning & Scattergood, Inc. June 2015 - Present
Saint Joseph's University September 2014 - May 2015
William Penn Foundation January 2015 - April 2015
Saint Joseph's University August 2013 - April 2015
Commonwealth Financial Network May 2014 - August 2014
Saint Joseph's University August 2013 - May 2014
Courier Corporation May 2013 - August 2013
Jeannotte's Market June 2011 - August 2013
Reeds Ferry Small Buildings, Inc. June 2008 - August 2010
Education
Saint Joseph's University 2011 — 2015
Bachelor of Science (B.S.)
Bishop Guertin High School 2007 — 2011
High School Diploma
Boenning & Scattergood, Inc. June 2015 - Present
Saint Joseph's University September 2014 - May 2015
William Penn Foundation January 2015 - April 2015
Saint Joseph's University August 2013 - April 2015
Commonwealth Financial Network May 2014 - August 2014
Saint Joseph's University August 2013 - May 2014
Courier Corporation May 2013 - August 2013
Jeannotte's Market June 2011 - August 2013
Reeds Ferry Small Buildings, Inc. June 2008 - August 2010
Education
Saint Joseph's University 2011 — 2015
Bachelor of Science (B.S.)
Bishop Guertin High School 2007 — 2011
High School Diploma
Carolyn Spicer's Boenning & Scattergood, Inc. Experience August 1999 - May 2004
Job Registered Administrative Assistant at Financial Voyages
Industry Financial Services
Experience
Financial Voyages November 2011 - Present
Lincoln Investment Planning September 2008 - April 2010
Radnor Research & Trading May 2004 - December 2007
Boenning & Scattergood, Inc. August 1999 - May 2004
Newport Discount Brokerage June 1996 - August 1999
Skills
Series 7, Series 63, Securities, Trading, FINRA, Equities
Education
Montgomery County Community College
Associate of Science (A.S.), Business Administration and Management, General
Financial Voyages November 2011 - Present
Lincoln Investment Planning September 2008 - April 2010
Radnor Research & Trading May 2004 - December 2007
Boenning & Scattergood, Inc. August 1999 - May 2004
Newport Discount Brokerage June 1996 - August 1999
Skills
Series 7, Series 63, Securities, Trading, FINRA, Equities
Education
Montgomery County Community College
Associate of Science (A.S.), Business Administration and Management, General
Jan Carr's Boenning & Scattergood, Inc. Experience November 2008 - Present
Job Sr. Vice President at Boenning & Scattergood, Inc.
Industry Financial Services
Experience
Boenning & Scattergood, Inc. November 2008 - Present
Education
Penn State University
Bachelor of Science (B.S.)
Boenning & Scattergood, Inc. November 2008 - Present
Education
Penn State University
Bachelor of Science (B.S.)
Lina Maria Carollo- Notte's Boenning & Scattergood, Inc. Experience September 2011 - Present
Job Office Manager at Boenning & Scattergood, Inc.
Industry Executive Office
Experience
Boenning & Scattergood, Inc. September 2011 - Present
Education
Rutgers University – Camden 2015 — 2015
Paralegal Certificate, Legal Assistant/Paralegal
Boenning & Scattergood, Inc. September 2011 - Present
Education
Rutgers University – Camden 2015 — 2015
Paralegal Certificate, Legal Assistant/Paralegal
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY