Braver Stern & Co.
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Braver Stern & Co. Employees
Collegiate Peaks Ban July 2013 - July 2014
U.S. Bank November 2010 - July 2013
Community Banks of Colorado January 2005 - November 2010
CCI Wireless 2000 - 2005
Braver Stern & Co. 1997 - 2000
Kessler Ehrlich Investments 1993 - 1997
Bear Stearns May 1989 - May 1992
Skills
Client Development, Client Relations Skills, Commercial Lending, Consumer Lending
Education
Graduate School of Banking Colorado 2006 — 2008
Texas Christian University 1986 — 1989
Reservoir Distillery, LLC March 2009 - Present
CRT Capital Group June 2011 - February 2014
Braver Stern & Co. September 2010 - June 2011
BB&T Capital Markets November 2009 - September 2010
West Side Advisors March 2002 - November 2008
Naval Research Laboratory August 2001 - January 2002
Naval Research Laboratory January 1995 - September 1998
Skills
Derivatives, Fixed Income, Portfolio Management, Structured Products, ABS, MBS, Credit, Mortgage Lending, Residential Mortgages, Management, Sales, CMBS, Capital Markets, Asset Management, Valuation, Financial Modeling, Trading, Due Diligence, Investment Banking, Project Management
Education
Columbia Engineering 1998 — 2000
MS, Electrical Engineering
Virginia Polytechnic Institute and State University 1990 — 1994
BS, Electrical Engineering
BlackBag Technologies, Inc. July 2013 - Present
Finch's Beer Company 2013 - 2013
Braver Stern & Co. June 2010 - August 2010
Skills
Business Strategy, Customer Service, Strategic Planning, Marketing Strategy, New Business Development, Marketing, Social Media, Craft Beer, Food, Sales, Microsoft Office, Email Marketing, Print Collateral Design, Marketing Analytics, Adobe Creative Cloud, Digital Forensics, Computer Forensics
Education
Elon University 2007 — 2011
Bachelor of Arts (B.A.), Applied Mathematics
Freed-Hardeman University August 2013 - Present
Braver Stern & Co. March 2008 - May 2013
Skills
Fixed Income
Education
Tennessee Technological University 2010 — 2012
MBA
Freed-Hardeman University 2006 — 2008
BBA, Public Accounting
Braver Stern & Co. February 2013 - October 2013
Tejas Securities September 2011 - January 2013
New York & Company June 2008 - September 2010
Romar International October 2006 - May 2008
Skills
Finance, Financial Services, Financial Markets, Product Development, Sales, Trend Analysis, Strategic Planning
Education
State University of New York at Binghamton 2000 — 2004
Bachelor's Degree, Political Science and Government
MatlinPatterson August 2012 - Present
Societe Generale May 2011 - August 2012
Braver Stern & Co. June 2009 - May 2011
UBS December 2006 - May 2009
Skills
Fixed Income, Asset Management, Portfolio Management, Structured Products, Trading, CMBS
Education
Amherst College 2000 — 2004
Norwell High School 1996 — 2000
Braver Stern & Co. January 2010 - February 2012
bear stearns &co inc 1986 - 2008
Education
Saint Bonaventure University 1976 — 1980
bba, accounting
Braver Stern & Co. August 2008 - August 2012
Bear Stearns June 1985 - June 2008
Education
Franklin & Marshall College 1976 — 1980
Bachelor of Arts (B.A.), Finance
Financial Intellect May 2015 - Present
The Colt Group, LLC July 2013 - Present
Equinox Group Distributors, LLC October 2011 - June 2013
Equinox Fund Management August 2011 - June 2013
Braver Stern & Co. April 2010 - March 2011
J.P. Morgan June 2008 - June 2009
Bear Stearns February 1987 - June 2008
Skills
Hedge Funds, Alternative Investments, Fixed Income, Investments, Due Diligence, Asset Management, Mutual Funds, Capital Markets, Securities, Financial Services, Prime Brokerage, Funding, Risk Management, COO, C-Level Leadership, C-Level Relationships, Broker-Dealer, FINRA Compliance, Streamlining..., Series 24, Financial Oversight, Financial Systems..., Financial Process..., Financial Policies &..., Operations Management, Strategic Partnerships, Financial Systems Design, Client Integration, Relationship Management, Executive Team, Internal Financial..., Executive Development, Strategic Initiatives, M&A Experience, Acquisition Integration, Mergers and Acquisitions, Global Business..., International Business..., Strategic Alliances, Strategic Relationships, Complex Sales, Revenue Streams, President, CEO, Financial Integration, High Performance Teams, Cross Selling, Resource Allocation, MBS, Strategic Consulting
Education
Boston University Questrom School of Business 1982 — 1986
Bachelor of Science (BS), Finance
Northern Highlands
Braver Stern & Co. June 2013 - Present
Tejas Securities Group, Inc. March 2012 - May 2013
G2 Trading September 2010 - September 2011
Warrant Strategies Fund March 2006 - March 2010
Investec Ernst & Company, New York, NY October 2003 - March 2005
R.A. Mackie and Company, L.P., Irvington, NY September 1989 - October 2003
Skills
Hedge Funds, Equities, Derivatives, Portfolio Management, Equity Derivatives, Fixed Income, Structured Products, Equity Trading, Trading Strategies, Bloomberg
Education
Fordham University 1993 — 1996
Master of Business Administration (MBA), History
Fordham University 1985 — 1989