Broadpoint Gleacher
Description
Address: 1290 6th Ave # 501, New York, NY 10104 Phone: (212) 586-2729Category: Place name: : : : : Website: : : Hours: Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Broadpoint Gleacher Sec Group Posting publicly on the Web Write a review Reviews Be the first to review
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Broadpoint Gleacher Employees
Employee
Years
Job
Industry
Tom Pomrink Tom Pomrink's Broadpoint Gleacher Experience April 2009 - May 2012
Job CoHead: Structured Products Group at Brownstone Investment Group
Industry Capital Markets
Experience
Brownstone Investment Group April 2015 - Present
Brean Capital, LLC August 2012 - January 2015
Broadpoint Gleacher April 2009 - May 2012
Descap Securities June 2005 - May 2009
Descap Securities June 2003 - June 2005
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Trading, Equities, Hedge Funds, Fixed Income, Residential Mortgages, Equity Research, Valuation, Portfolio Management, Bonds, Asset Management, Investment Banking, Risk Management, Options, Emerging Markets, Securities, Financial Markets, Alternative Investments, Structured Products, Mutual Funds, Financial Analysis, Private Equity, Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Business
Fairfield University 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Marketing
Brownstone Investment Group April 2015 - Present
Brean Capital, LLC August 2012 - January 2015
Broadpoint Gleacher April 2009 - May 2012
Descap Securities June 2005 - May 2009
Descap Securities June 2003 - June 2005
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Trading, Equities, Hedge Funds, Fixed Income, Residential Mortgages, Equity Research, Valuation, Portfolio Management, Bonds, Asset Management, Investment Banking, Risk Management, Options, Emerging Markets, Securities, Financial Markets, Alternative Investments, Structured Products, Mutual Funds, Financial Analysis, Private Equity, Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Business
Fairfield University 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Marketing
Richard Prati Richard Prati's Broadpoint Gleacher Experience October 2008 - October 2010
Job CEO of Life Care Medical Devices (LCMD)
Industry Medical Devices
Experience
Life Care Medical Devices Limited November 2013 - Present
PVG Asset Management Corp. October 2013 - Present
Centennial Brands January 2015 - Present
Prati Management February 2012 - Present
Sterne Agee December 2010 - January 2012
Broadpoint Gleacher October 2008 - October 2010
American Technology Research, Inc. 2002 - 2008
SoundView Technology Group June 1996 - February 2002
SBC Warburg June 1994 - June 1996
Dean Witter Reynolds Inc. June 1993 - June 1994
Skills
Equities, Investments, Strategic Planning, Hedge Funds, Valuation, Equity Research, Capital Markets, Investment Banking, Financial Modeling, Asset Management, Portfolio Management, Management, Financial Analysis, Research, Fixed Income, Venture Capital, Public Relations, Series 7, Bloomberg, Alternative Investments, Trading, Strategy, Public Speaking, Medical Devices, Medical Terminology, Entrepreneurship..., Creative..., Public Policy, Turnaround Strategy, Turn Around Management, Turnaround Experience, Microsoft Office
Education
University of Rochester - Simon Business School 1991 — 1993
MBA, Finance
Vanderbilt University 1985 — 1989
BS, Economics
Life Care Medical Devices Limited November 2013 - Present
PVG Asset Management Corp. October 2013 - Present
Centennial Brands January 2015 - Present
Prati Management February 2012 - Present
Sterne Agee December 2010 - January 2012
Broadpoint Gleacher October 2008 - October 2010
American Technology Research, Inc. 2002 - 2008
SoundView Technology Group June 1996 - February 2002
SBC Warburg June 1994 - June 1996
Dean Witter Reynolds Inc. June 1993 - June 1994
Skills
Equities, Investments, Strategic Planning, Hedge Funds, Valuation, Equity Research, Capital Markets, Investment Banking, Financial Modeling, Asset Management, Portfolio Management, Management, Financial Analysis, Research, Fixed Income, Venture Capital, Public Relations, Series 7, Bloomberg, Alternative Investments, Trading, Strategy, Public Speaking, Medical Devices, Medical Terminology, Entrepreneurship..., Creative..., Public Policy, Turnaround Strategy, Turn Around Management, Turnaround Experience, Microsoft Office
Education
University of Rochester - Simon Business School 1991 — 1993
MBA, Finance
Vanderbilt University 1985 — 1989
BS, Economics
Scott Margolis Scott Margolis's Broadpoint Gleacher Experience November 2010 - August 2011
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray April 2012 - Present
Broadpoint Gleacher November 2010 - August 2011
Weeden & Co. January 2009 - November 2010
Bear Stearns 2003 - 2008
Credit Suisse June 1992 - March 1998
UBS Investment Bank March 1992 - March 1998
Lehman Brothers June 1986 - February 1992
New York Presbyterian Hospital April 1978 - June 1984
Skills
Hedge Funds, Equities, Equity Derivatives, Trading, Options, Bonds, Structured Products, Series 24, Prime Brokerage, Fixed Income, Series 7, Derivatives, Series 63, Equity Trading, Financial Modeling, Private Equity, Asset Allocation, Investment Strategies, Credit Derivatives, Market Data, Hedging, Trading Systems, Securities, Market Making, Capital Markets, Alternative Investments, Investments, Investment Banking, Bloomberg, Equity Research, Asset Management, Electronic Trading, Financial Markets
Education
Yale School of Management 1984 — 1986
MBA, Finance
The University of Connecticut 1971 — 1975
BS, Biology and Math
Piper Jaffray April 2012 - Present
Broadpoint Gleacher November 2010 - August 2011
Weeden & Co. January 2009 - November 2010
Bear Stearns 2003 - 2008
Credit Suisse June 1992 - March 1998
UBS Investment Bank March 1992 - March 1998
Lehman Brothers June 1986 - February 1992
New York Presbyterian Hospital April 1978 - June 1984
Skills
Hedge Funds, Equities, Equity Derivatives, Trading, Options, Bonds, Structured Products, Series 24, Prime Brokerage, Fixed Income, Series 7, Derivatives, Series 63, Equity Trading, Financial Modeling, Private Equity, Asset Allocation, Investment Strategies, Credit Derivatives, Market Data, Hedging, Trading Systems, Securities, Market Making, Capital Markets, Alternative Investments, Investments, Investment Banking, Bloomberg, Equity Research, Asset Management, Electronic Trading, Financial Markets
Education
Yale School of Management 1984 — 1986
MBA, Finance
The University of Connecticut 1971 — 1975
BS, Biology and Math
Laurence Mascera Laurence Mascera's Broadpoint Gleacher Experience January 2008 - September 2010
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital July 2011 - Present
NURTUREart Gallery May 2014 - Present
Momenta Art January 2011 - September 2012
Corsair Capital LLC January 2011 - June 2011
Broadpoint Gleacher January 2008 - September 2010
Societe Generale / SG Cowen & Company May 1999 - July 2007
Merrill Lynch 2007 - 2007
DTCC - The Depository Trust Company January 1997 - April 1999
Reuters America, Inc. May 1996 - January 1997
Smith Barney March 1995 - April 1996
Skills
Program Management, Outsourcing, Negotiation, Integration, SDLC, Project Management, Disaster Recovery, IT Strategy, Fixed Income, CRM, Business Analysis, Management, Mergers & Acquisitions, Strategy, Process Improvement, PMO, Banking, Equities, Investment Banking, Vendor Management, Capital Markets, Leadership, Financial Services
Education
LIU Post 1994 — 1997
MS, Computer Science
Hofstra University 1986 — 1990
BBA, Finance
Barclays Capital July 2011 - Present
NURTUREart Gallery May 2014 - Present
Momenta Art January 2011 - September 2012
Corsair Capital LLC January 2011 - June 2011
Broadpoint Gleacher January 2008 - September 2010
Societe Generale / SG Cowen & Company May 1999 - July 2007
Merrill Lynch 2007 - 2007
DTCC - The Depository Trust Company January 1997 - April 1999
Reuters America, Inc. May 1996 - January 1997
Smith Barney March 1995 - April 1996
Skills
Program Management, Outsourcing, Negotiation, Integration, SDLC, Project Management, Disaster Recovery, IT Strategy, Fixed Income, CRM, Business Analysis, Management, Mergers & Acquisitions, Strategy, Process Improvement, PMO, Banking, Equities, Investment Banking, Vendor Management, Capital Markets, Leadership, Financial Services
Education
LIU Post 1994 — 1997
MS, Computer Science
Hofstra University 1986 — 1990
BBA, Finance
James M. Sanford, CFA James M. Sanford, CFA's Broadpoint Gleacher Experience August 2010 - March 2012
Job Founder + Portfolio Manager at Sag Harbor Advisors
Industry Banking
Experience
Sag Harbor Advisors March 2012 - Present
LURK May 2013 - May 2015
Broadpoint Gleacher August 2010 - March 2012
Credit Suisse May 2004 - June 2010
Credit Suisse April 1999 - May 2004
JP Morgan March 1993 - April 1999
Cranmer & Cranmer/ Kalb Voorhes September 1991 - March 1993
Skills
Hedge Funds, Capital Markets, Bonds, Equity Derivatives, Fixed Income, Equities, Portfolio Management, Derivatives
Education
CFA - Charted Financial Analyst 1995 — 1998
CFA
AMHERST COLLEGE 1987 — 1991
Bachelor’s Degree, Economics; Political Science double major
GHS
Sag Harbor Advisors March 2012 - Present
LURK May 2013 - May 2015
Broadpoint Gleacher August 2010 - March 2012
Credit Suisse May 2004 - June 2010
Credit Suisse April 1999 - May 2004
JP Morgan March 1993 - April 1999
Cranmer & Cranmer/ Kalb Voorhes September 1991 - March 1993
Skills
Hedge Funds, Capital Markets, Bonds, Equity Derivatives, Fixed Income, Equities, Portfolio Management, Derivatives
Education
CFA - Charted Financial Analyst 1995 — 1998
CFA
AMHERST COLLEGE 1987 — 1991
Bachelor’s Degree, Economics; Political Science double major
GHS
Meredith English Meredith English's Broadpoint Gleacher Experience May 2011 - June 2011
Job Project Manager at Crocs, Inc
Industry Management Consulting
Experience
Crocs, Inc October 2014 - Present
L.E.K. Consulting September 2012 - September 2014
Georgetown University January 2010 - May 2012
Broadpoint Gleacher May 2011 - June 2011
Village of Saltaire 2005 - 2011
Skills
Social Media, Market Research, Microsoft Excel, Microsoft Office, Research, Data Analysis, Spanish, PowerPoint, Public Speaking, Financial Modeling, Microsoft Word, Business Strategy, Marketing Strategy, Project Management
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (BS), International Business/ Finance
West Islip High School 2004 — 2008
Crocs, Inc October 2014 - Present
L.E.K. Consulting September 2012 - September 2014
Georgetown University January 2010 - May 2012
Broadpoint Gleacher May 2011 - June 2011
Village of Saltaire 2005 - 2011
Skills
Social Media, Market Research, Microsoft Excel, Microsoft Office, Research, Data Analysis, Spanish, PowerPoint, Public Speaking, Financial Modeling, Microsoft Word, Business Strategy, Marketing Strategy, Project Management
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (BS), International Business/ Finance
West Islip High School 2004 — 2008
Jason Cristino's Broadpoint Gleacher Experience September 2002 - April 2010
Job Vice President Operations at Atlas Financial Technologies Corp.
Industry Financial Services
Experience
Atlas Financial Technologies Corp. September 2015 - Present
Alpari (US), LLC (Quantum FX) February 2012 - April 2015
MND Partners June 2010 - January 2012
Broadpoint Gleacher September 2002 - April 2010
SoundView Technology Group April 2000 - September 2002
Skills
Trading, Bloomberg
Education
Lehigh University 1989 — 1993
Atlas Financial Technologies Corp. September 2015 - Present
Alpari (US), LLC (Quantum FX) February 2012 - April 2015
MND Partners June 2010 - January 2012
Broadpoint Gleacher September 2002 - April 2010
SoundView Technology Group April 2000 - September 2002
Skills
Trading, Bloomberg
Education
Lehigh University 1989 — 1993
Ian Ing Ian Ing's Broadpoint Gleacher Experience December 2007 - August 2011
Job Executive Director, MKM Partners
Industry Investment Management
Experience
MKM Partners November 2013 - Present
Lazard Capital Markets October 2011 - November 2013
Broadpoint Gleacher December 2007 - August 2011
Lattice Semiconductor October 2000 - December 2007
Motorola Inc December 1998 - September 2000
Lucent Technologies June 1997 - December 1998
Booz-Allen & Hamilton, New York May 1996 - August 1996
Skills
Product Marketing, Semiconductors, Wireless, Product Development, FPGA, Management, Unix, ASIC, Leadership, Debugging, Analysis, RF, Marketing, Hardware, IP, EDA, Manufacturing, Sales, Marketing Management, Competitive Analysis, Access, Hardware Architecture, Product Management, Financial Modeling
Education
Columbia Business School 1995 — 1997
MBA, Marketing, Finance
Georgia Institute of Technology
MSEE, DSP, CMOS design, Communications
MKM Partners November 2013 - Present
Lazard Capital Markets October 2011 - November 2013
Broadpoint Gleacher December 2007 - August 2011
Lattice Semiconductor October 2000 - December 2007
Motorola Inc December 1998 - September 2000
Lucent Technologies June 1997 - December 1998
Booz-Allen & Hamilton, New York May 1996 - August 1996
Skills
Product Marketing, Semiconductors, Wireless, Product Development, FPGA, Management, Unix, ASIC, Leadership, Debugging, Analysis, RF, Marketing, Hardware, IP, EDA, Manufacturing, Sales, Marketing Management, Competitive Analysis, Access, Hardware Architecture, Product Management, Financial Modeling
Education
Columbia Business School 1995 — 1997
MBA, Marketing, Finance
Georgia Institute of Technology
MSEE, DSP, CMOS design, Communications
Stephen Youdeem Stephen Youdeem's Broadpoint Gleacher Experience July 2008 - August 2008
Job Licensed Real Estate Salesperson at Real New York Properties
Industry Real Estate
Experience
REAL New York May 2015 - Present
Cornice, LLC November 2012 - Present
9Alpha Capital February 2012 - May 2012
3D Trading, LLC. September 2011 - October 2011
SMB-Capital January 2011 - June 2011
Savanna Real Estate Fund June 2010 - August 2010
Broadpoint Gleacher July 2008 - August 2008
The Country Club of Purchase July 2007 - August 2007
Skills
Hedge Funds, Fixed Income, Equities, Trading, Private Equity, Factiva, Financial Modeling, Bloomberg, Capital Markets, Emerging Markets, Corporate Finance, Investment Banking, Bloomberg Terminal, Equity Research, Analysis, Risk Management, Alternative Investments, Quantitative Analytics, Securities, Due Diligence, Investments, Mutual Funds, Valuation, Derivatives
Education
The George Washington University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, GPA: 3.61 - Cum Laude
The George Washington University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
REAL New York May 2015 - Present
Cornice, LLC November 2012 - Present
9Alpha Capital February 2012 - May 2012
3D Trading, LLC. September 2011 - October 2011
SMB-Capital January 2011 - June 2011
Savanna Real Estate Fund June 2010 - August 2010
Broadpoint Gleacher July 2008 - August 2008
The Country Club of Purchase July 2007 - August 2007
Skills
Hedge Funds, Fixed Income, Equities, Trading, Private Equity, Factiva, Financial Modeling, Bloomberg, Capital Markets, Emerging Markets, Corporate Finance, Investment Banking, Bloomberg Terminal, Equity Research, Analysis, Risk Management, Alternative Investments, Quantitative Analytics, Securities, Due Diligence, Investments, Mutual Funds, Valuation, Derivatives
Education
The George Washington University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, GPA: 3.61 - Cum Laude
The George Washington University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Pk Jain's Broadpoint Gleacher Experience 2007 - 2010
Job Senior Managing Director at White, Weld & Co.
Industry Financial Services
Experience
White, Weld & Co. 2012 - Present
Advisors Asset Management, Inc. 2010 - 2012
Broadpoint Gleacher 2007 - 2010
Fieldstone Private Capital Group, Inc. 2004 - 2007
ABN AMRO Bank N.V. 2002 - 2004
Sanwa Bank (now Bank of Tokyo-Mitsubishi UFJ) 1998 - 2001
Salomon Brothers (now Citigroup) 1995 - 1998
Bankers Trust (now Deutsche Bank) 1991 - 1995
Continental Illinois National Bank (now Bank of America) 1985 - 1991
Skills
Fixed Income, Equities, Sales Management, Capital Markets, Trading, Portfolio Management, Hedge Funds, Asset Management, Investments, Bloomberg, Derivatives, Investment Banking
Education
Washington University in St. Louis - Olin Business School 1983 — 1985
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Penn State University 1976 — 1980
Bachelor of Science (BS), Economics, Accounting
White, Weld & Co. 2012 - Present
Advisors Asset Management, Inc. 2010 - 2012
Broadpoint Gleacher 2007 - 2010
Fieldstone Private Capital Group, Inc. 2004 - 2007
ABN AMRO Bank N.V. 2002 - 2004
Sanwa Bank (now Bank of Tokyo-Mitsubishi UFJ) 1998 - 2001
Salomon Brothers (now Citigroup) 1995 - 1998
Bankers Trust (now Deutsche Bank) 1991 - 1995
Continental Illinois National Bank (now Bank of America) 1985 - 1991
Skills
Fixed Income, Equities, Sales Management, Capital Markets, Trading, Portfolio Management, Hedge Funds, Asset Management, Investments, Bloomberg, Derivatives, Investment Banking
Education
Washington University in St. Louis - Olin Business School 1983 — 1985
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Penn State University 1976 — 1980
Bachelor of Science (BS), Economics, Accounting
Craig Warznak's Broadpoint Gleacher Experience 2006 - 2007
Job Corporate Development & Capital Planning at CDI
Industry Venture Capital & Private Equity
Experience
CDI Corporation June 2015 - Present
Day & Zimmermann 2011 - June 2015
Hamilton Lane 2010 - 2011
Milestone Partners 2009 - 2010
Lazard 2007 - 2009
Broadpoint Gleacher 2006 - 2007
Skills
Valuation, Corporate Finance, Mergers, Due Diligence, Private Equity, Financial Modeling, Financial Analysis, Venture Capital, Strategy, M&A Negotiations, Investment Banking, Emerging Markets, Mergers & Acquisitions, Business Valuation, M&A experience
Education
Georgetown University 2002 — 2006
B.S.B.A., Finance & Management
Georgetown University - The McDonough School of Business 2002 — 2006
BSBA, Finance & Management
CDI Corporation June 2015 - Present
Day & Zimmermann 2011 - June 2015
Hamilton Lane 2010 - 2011
Milestone Partners 2009 - 2010
Lazard 2007 - 2009
Broadpoint Gleacher 2006 - 2007
Skills
Valuation, Corporate Finance, Mergers, Due Diligence, Private Equity, Financial Modeling, Financial Analysis, Venture Capital, Strategy, M&A Negotiations, Investment Banking, Emerging Markets, Mergers & Acquisitions, Business Valuation, M&A experience
Education
Georgetown University 2002 — 2006
B.S.B.A., Finance & Management
Georgetown University - The McDonough School of Business 2002 — 2006
BSBA, Finance & Management
Ryan Tochihara's Broadpoint Gleacher Experience September 2010 - August 2011
Job Biotechnology Equity Research Associate at Oppenheimer & Co.
Industry Financial Services
Experience
First Choice Dialysis, LLC September 2011 - August 2012
Broadpoint Gleacher September 2010 - August 2011
Oppenheimer & Co. June 2008 - September 2010
Bear, Stearns & Co. Inc. October 2007 - June 2008
FBR Capital Markets 2007 - 2007
Skills
Valuation, Equities, Financial Modeling, Equity Research, Securities, Capital Markets, Biotechnology
Education
Georgetown University 2006 — 2007
MS, Biochemistry and Molecular Biology
Colgate University 2002 — 2006
BA, Biology
Kent Denver
First Choice Dialysis, LLC September 2011 - August 2012
Broadpoint Gleacher September 2010 - August 2011
Oppenheimer & Co. June 2008 - September 2010
Bear, Stearns & Co. Inc. October 2007 - June 2008
FBR Capital Markets 2007 - 2007
Skills
Valuation, Equities, Financial Modeling, Equity Research, Securities, Capital Markets, Biotechnology
Education
Georgetown University 2006 — 2007
MS, Biochemistry and Molecular Biology
Colgate University 2002 — 2006
BA, Biology
Kent Denver
Robert Shrekgast's Broadpoint Gleacher Experience 2010 - 2012
Job Business Development at Razorbill Advisors LLC
Industry Capital Markets
Experience
Razorbill Advisors LLC. October 2014 - Present
CRT Capital Group 2012 - June 2014
Broadpoint Gleacher 2010 - 2012
BNP Paribas June 2002 - April 2010
Credit Suisse June 2001 - August 2001
Paribas Securities Corp August 1997 - August 2000
Citi August 1996 - August 1997
Citi August 1994 - August 1996
KPMG US 1993 - 1994
Mortenson and Associates 1992 - 1993
Skills
Fixed Income, Credit Analysis, Relationship Marketing, Accounting, Management Consulting, Credit Derivatives, Exotic Derivatives, training and development, Executive Presentations, ISDA negotiations, Loan Origination, Syndications, Risk Management, Bonds, Derivatives, Investments
Education
Georgetown University - The McDonough School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Seton Hall University 1988 — 1992
Bachelors of Science, Accounting
Saint Joseph's 1984 — 1988
high school diploma
Razorbill Advisors LLC. October 2014 - Present
CRT Capital Group 2012 - June 2014
Broadpoint Gleacher 2010 - 2012
BNP Paribas June 2002 - April 2010
Credit Suisse June 2001 - August 2001
Paribas Securities Corp August 1997 - August 2000
Citi August 1996 - August 1997
Citi August 1994 - August 1996
KPMG US 1993 - 1994
Mortenson and Associates 1992 - 1993
Skills
Fixed Income, Credit Analysis, Relationship Marketing, Accounting, Management Consulting, Credit Derivatives, Exotic Derivatives, training and development, Executive Presentations, ISDA negotiations, Loan Origination, Syndications, Risk Management, Bonds, Derivatives, Investments
Education
Georgetown University - The McDonough School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Seton Hall University 1988 — 1992
Bachelors of Science, Accounting
Saint Joseph's 1984 — 1988
high school diploma
Arlene Ulep Cabrera's Broadpoint Gleacher Experience February 2001 - September 2008
Job Executive Search Venture Capital Practice at The Caldwell Partners
Industry Staffing and Recruiting
Experience
The Caldwell Partners April 2010 - Present
Heidrick & Struggles September 2008 - April 2010
Broadpoint Gleacher February 2001 - September 2008
JP Morgan Chase 2000 - 2001
Softway International, Inc. (acq. by ITway) 1998 - 2000
Bank of America 1995 - 1998
Skills
Equities, Banking, Venture Capital, Investments, Capital Markets
Education
University of Phoenix 1999 — 2002
MBA, Business Administration/Finance
California State University-East Bay 1997 — 1998
n/a -1 yr studies, MPA, Public Administration
California State University-East Bay 1993 — 1997
BS, Health Sciences, Minor in Marketing
The Caldwell Partners April 2010 - Present
Heidrick & Struggles September 2008 - April 2010
Broadpoint Gleacher February 2001 - September 2008
JP Morgan Chase 2000 - 2001
Softway International, Inc. (acq. by ITway) 1998 - 2000
Bank of America 1995 - 1998
Skills
Equities, Banking, Venture Capital, Investments, Capital Markets
Education
University of Phoenix 1999 — 2002
MBA, Business Administration/Finance
California State University-East Bay 1997 — 1998
n/a -1 yr studies, MPA, Public Administration
California State University-East Bay 1993 — 1997
BS, Health Sciences, Minor in Marketing
Jay Lifton's Broadpoint Gleacher Experience May 2013 - Present
Job Board Member at Gleacher Partners
Industry Investment Management
Experience
Cella Energy June 2014 - Present
GRT Mobile May 2013 - Present
Broadpoint Gleacher May 2013 - Present
Persephone Capital Partners July 2012 - Present
J.P. Morgan June 1998 - June 2012
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
Stony Brook University
Cella Energy June 2014 - Present
GRT Mobile May 2013 - Present
Broadpoint Gleacher May 2013 - Present
Persephone Capital Partners July 2012 - Present
J.P. Morgan June 1998 - June 2012
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
Stony Brook University
John Sharkey's Broadpoint Gleacher Experience May 2009 - June 2010
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
The Blackstone Group May 2010 - Present
Broadpoint Gleacher May 2009 - June 2010
Gilford Securities May 2008 - August 2008
NY District 34 Little League April 2005 - August 2008
HHH Little League April 2004 - August 2008
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Private Equity, Investments, Financial Analysis, Fixed Income, Corporate Finance, Due Diligence, Securities
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA), RC
University of Pennsylvania - The Wharton School 2006 — 2010
BS Economics, Finance, Legal Studies
Università Commerciale 'Luigi Bocconi' 2008 — 2008
Study Abroad Program, International Finance
The Blackstone Group May 2010 - Present
Broadpoint Gleacher May 2009 - June 2010
Gilford Securities May 2008 - August 2008
NY District 34 Little League April 2005 - August 2008
HHH Little League April 2004 - August 2008
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Private Equity, Investments, Financial Analysis, Fixed Income, Corporate Finance, Due Diligence, Securities
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA), RC
University of Pennsylvania - The Wharton School 2006 — 2010
BS Economics, Finance, Legal Studies
Università Commerciale 'Luigi Bocconi' 2008 — 2008
Study Abroad Program, International Finance
Avi Rodin's Broadpoint Gleacher Experience July 2010 - September 2010
Job Team Leader Private Equity, North America at Cognolink
Industry Financial Services
Experience
Cognolink February 2013 - Present
Cognolink July 2012 - January 2013
Cognolink January 2011 - June 2012
Broadpoint Gleacher July 2010 - September 2010
JDRC August 2009 - August 2010
Brandeis University May 2007 - August 2010
JBFCS July 2006 - August 2010
TheMarkets.com June 2009 - August 2009
Congressman Charles Rangel, Harlem District Office June 2008 - August 2008
Education
Brandeis University 2006 — 2010
BA, Political Science, French Language and Literature
Université Paris Sorbonne (Paris IV) / Sorbonne University 2009 — 2009
Art History
Université Paris X Nanterre 2009 — 2009
History, Political Science
ramaz
Cognolink February 2013 - Present
Cognolink July 2012 - January 2013
Cognolink January 2011 - June 2012
Broadpoint Gleacher July 2010 - September 2010
JDRC August 2009 - August 2010
Brandeis University May 2007 - August 2010
JBFCS July 2006 - August 2010
TheMarkets.com June 2009 - August 2009
Congressman Charles Rangel, Harlem District Office June 2008 - August 2008
Education
Brandeis University 2006 — 2010
BA, Political Science, French Language and Literature
Université Paris Sorbonne (Paris IV) / Sorbonne University 2009 — 2009
Art History
Université Paris X Nanterre 2009 — 2009
History, Political Science
ramaz
Courtney Smith, CFA's Broadpoint Gleacher Experience July 2010 - November 2010
Job Emerging Markets Sales and Trading, BBVA
Industry Financial Services
Experience
BBVA December 2010 - Present
Broadpoint Gleacher July 2010 - November 2010
BTIG August 2009 - July 2010
UBS December 2008 - August 2009
Merrill Lynch April 2004 - September 2008
Skills
Fixed Income, Bloomberg, Capital Markets, Hedge Funds, Emerging Markets, Series 7, Equities, Bonds, Derivatives, Trading, Portfolio Management, Investment Banking, Financial Markets, Investments, Securities, Valuation, Credit Derivatives, Asset Managment, Structured Products, Financial Modeling
Education
New York University 1999 — 2003
BBVA December 2010 - Present
Broadpoint Gleacher July 2010 - November 2010
BTIG August 2009 - July 2010
UBS December 2008 - August 2009
Merrill Lynch April 2004 - September 2008
Skills
Fixed Income, Bloomberg, Capital Markets, Hedge Funds, Emerging Markets, Series 7, Equities, Bonds, Derivatives, Trading, Portfolio Management, Investment Banking, Financial Markets, Investments, Securities, Valuation, Credit Derivatives, Asset Managment, Structured Products, Financial Modeling
Education
New York University 1999 — 2003
Robert Baisch's Broadpoint Gleacher Experience July 2010 - September 2011
Job Senior Vice President at Gilford Securities
Industry Financial Services
Experience
Gilford Securities August 2012 - Present
Broadpoint Gleacher July 2010 - September 2011
ICAP September 2008 - June 2010
Jefferies & Company April 1998 - September 2008
Skills
Series 7, Trading, Equities, Hedge Funds, Securities, Equity Trading, Investments, Series 63, Capital Markets, Fixed Income, Business Networking, Account Management, Financial Markets, Bloomberg, New Business Development, Options, Electronic Trading, Financial Services, Alternative Investments, Derivatives, Portfolio Management, Asset Management, Series 24, Direct Sales, Equity Research, Trading Systems, Corporate Finance, Bonds, ETFs, Fundraising, Investment Strategies, Private Equity, Venture Capital, Private Placements
Education
Penn State University
Bachelors, Marketing
Gilford Securities August 2012 - Present
Broadpoint Gleacher July 2010 - September 2011
ICAP September 2008 - June 2010
Jefferies & Company April 1998 - September 2008
Skills
Series 7, Trading, Equities, Hedge Funds, Securities, Equity Trading, Investments, Series 63, Capital Markets, Fixed Income, Business Networking, Account Management, Financial Markets, Bloomberg, New Business Development, Options, Electronic Trading, Financial Services, Alternative Investments, Derivatives, Portfolio Management, Asset Management, Series 24, Direct Sales, Equity Research, Trading Systems, Corporate Finance, Bonds, ETFs, Fundraising, Investment Strategies, Private Equity, Venture Capital, Private Placements
Education
Penn State University
Bachelors, Marketing
John J Macklin's Broadpoint Gleacher Experience June 2006 - January 2012
Job Seeking full time employment opportunity with a financial firm
Industry Financial Services
Experience
Polar Mechanical June 2012 - Present
Broadpoint Gleacher June 2006 - January 2012
Skills
Microsoft Excel, Bookkeeping, Outlook, Microsoft Office, Tax, Bank Reconciliation, Customer Service, Spreadsheets, Data Entry, PowerPoint, Finance, Office Management, Analysis, GAAP, Administrative..., Access, Journal Entries, Microsoft Word, Fixed Income, Bloomberg
Education
College Of Staten Island 2010 — 2014
Associate's degree, Finance and Financial Management Services
Xaverian High School 2006 — 2010
General Business
City University of New York-College of Staten Island
Polar Mechanical June 2012 - Present
Broadpoint Gleacher June 2006 - January 2012
Skills
Microsoft Excel, Bookkeeping, Outlook, Microsoft Office, Tax, Bank Reconciliation, Customer Service, Spreadsheets, Data Entry, PowerPoint, Finance, Office Management, Analysis, GAAP, Administrative..., Access, Journal Entries, Microsoft Word, Fixed Income, Bloomberg
Education
College Of Staten Island 2010 — 2014
Associate's degree, Finance and Financial Management Services
Xaverian High School 2006 — 2010
General Business
City University of New York-College of Staten Island