Brookstreet Securities
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33 Brookstreet Securities employees in database. Find out everything there's to know about Brookstreet Securities 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.
Brookstreet Securities Employees
Titan Capital Management, LLC February 2013 - March 2014
Santa Clara University 2013 - 2014
Independent Trader July 2011 - January 2013
Nexyn Corp August 2007 - June 2011
US Bank May 2007 - August 2007
Brookstreet Securities May 2006 - May 2007
Morgan Stanley March 2005 - May 2006
TD Waterhouse February 1996 - March 2005
Skills
Project Management, Business Development, Leadership, Investments, Executive Management, Strategic Planning, CRM, Management, Portfolio Management, Risk Management, Training, Analysis, Budgets, Contract Negotiation, Team Building, Equities, Sales, Trading, Securities, Mutual Funds, Finance, Financial Risk, Derivatives, Investment Strategies, Alternative Investments, Commodity, Hedge Funds, Asset Management, Bonds, Options, Investment Management
Education
San Jose State University 2008 — 2009
Bachelors of Science, Special Major Studies.
Pasadena City College 2007 — 2008
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies.
Foothill College
Calton & Associates, Inc. December 2010 - Present
Happy Hour Network May 1993 - Present
Summit Brokerage Services, Inc. May 2008 - December 2010
Brecek & Young December 2008 - 2009
Brookstreet Securities July 2006 - December 2008
Skills
Securities, Investments, IRAs, 401k, Mutual Funds, Life Insurance, Strategic Financial..., Retirement, Alternative Investments, Retirement Planning, Insurance, Series 7, Series 63, Variable Annuities, Fixed Annuities, Standards Compliance, Due Diligence, Risk Management, Long Term Care Insurance, Disability Insurance, Health Insurance, Long-term Care, Estate Planning, Equipment Leasing, REIT, Private Placements, Business Development..., Oil & Gas Companies, 1031 Exchanges, Unit Investment Trusts, Property & Casualty..., Financial Analysis, Small Business, Business Networking, Event Planning, Event Producing, Social Networking, Medicare Supplements, Medicare Advantage, Solar Power
Education
Florida State University - College of Business 1980 — 1981
Business, Risk Management/Insurance, Business Law
St. Petersburg College
Associate in Arts, Business Administration and Management, General
St Petersburg High School
Diploma, Business
Lowell International Realty LLC. January 2012 - Present
George & Associates April 2006 - Present
BrookStreet Securities 2005 - 2006
Gibraltar Private Bank & Trust September 2003 - 2005
Wells Fargo 1999 - 2003
Merrill Lynch 1995 - 1999
Skills
PowerPoint, Mortgage Lending, Research, Banking, Investment Properties, Wealth Management, Loans, Short Sales, New Business Development, Due Diligence, Strategic Planning, Real Estate, Investments, Microsoft Office, Team Building, Financial Analysis, Social Media, Negotiation, Sales, Customer Service, Loan Origination, Marketing, REO, Sales Management, Business Planning, Portfolio Management, Management
Education
University of Florida 1985 — 1989
BS, Public Relations, Advertising, and Applied Communication
Gullivar Academy & Palmer 1972 — 1984
Advertising
Keller Williams Realty, Inc. June 2014 - Present
Anchor Loans August 2013 - March 2014
Obsidian Properties Corporation April 2007 - March 2013
Brookstreet Securities January 2000 - April 2005
Skills
Entrepreneurship, Marketing, Marketing Communications, New Business Development, Problem Solving, Project Management, Loans, Valuation, Due Diligence, Investments, Sales Management, Management, Negotiation, Banking, Sales, Business Development, Business Planning
Education
California State University-Fullerton 2004 — 2006
Bachelor of Arts (B.A.), Business Communications and Marketing
Freedom Investors Corp. August 2014 - Present
National Investment Banking Association December 2013 - Present
Finance 500, Inc. April 2011 - August 2014
Brookstreet Securities July 2002 - May 2007
Centennial Capital Management January 1995 - March 1999
Skills
Corporate Finance, Mergers, Private Equity, IPO, Investment Banking, Equities, Finance, Capital, Venture Capital, Strategy, Mergers & Acquisitions, Investor Relations, Private Placements, Funding, Financial Structuring, Due Diligence, Corporate Development, Start-ups, Entrepreneurship, Capital Markets, Restructuring, Emerging Markets, M, Structured Finance, Project Finance, Strategic Financial..., Debt Restructuring, LBO, Investment Management, Capital Raising, Deal Sourcing, Investments
Education
Iowa State University 1976 — 1978
Business
Iowa State University - College of Business 1976 — 1978
business
asap Inc. 2010 - Present
Vangent, Inc. 2009 - 2010
Brookstreet Securities 1994 - 2003
Skills
20+ years of management..., Formulated successful..., Developed new..., Skills to establish..., Sales training, Customer Service..., Accustomed to high...
Education
California State University-Northridge
Engineering
UCLA
Engineering
Independent Brokerage Firm May 2009 - Present
Brookstreet Securities 1992 - 2007
Skills
Retirement, Investments, Asset Management, Retirement Planning, Annuities, Wealth Management, Series 7, Portfolio Management, Alternative Investments, Equities, Fixed Income, Investment Strategies
Education
Principia College 1982 — 1984
BA, Business Administrtion
University of California, Los Angeles 1980 — 1982
Economics
ZestFinance December 2014 - Present
ReachLocal October 2012 - November 2014
Zecco February 2011 - November 2012
Zecco Trading September 2007 - February 2011
Brookstreet Securities December 2004 - June 2007
BNP Paribas Arbitrage February 2001 - September 2003
Skills
Product Management, Project Management, Agile Project Management, Brokerage Operations, Financial Services, Customer Service, User Experience, Process Improvement, Compliance, Salesforce.com..., Salesforce.com, Salesforce.com..., CRM Integration, ACH, Electronic Payments, New Account Opening, Live Chat, IVR, Vendor Management, Brokers, Business Analysis, Competitive Analysis, Online Support, Risk Management, Team Leadership, Analytics, Certified Scrum Master..., Program Management, Leadership, Start-ups, Product Development, Integration, Banking, Trading, Series 7, CRM, Management, Cross-functional Team..., Agile Methodologies, E-commerce, Scrum
Education
Groupe Ecole supérieure de Commerce et de Management 1996 — 2000
Bachelor, Business Management & Finance
Personal Economics Group January 2015 - Present
Barnes Oil and Gas LLC June 2007 - Present
B&R Energy November 2004 - Present
MirGroup June 2010 - October 2010
Brookstreet Securities April 2005 - July 2007
Charles Schwab April 2001 - November 2004
Charles Schwab September 1998 - April 2001
Charles Schwab November 1995 - September 1998
Charles Schwab March 1993 - November 1995
Skills
Financial Modeling, Data Analysis, Project Management, Business Strategy, Customer Service, Process Improvement, Risk Management, Risk Analysis, Business Process..., Management, Mergers & Acquisitions, Internal Controls, Cross-functional Team..., Financial Analysis, Project Planning, Leadership, Management Consulting, Program Management, Accounting, Business Development, Banking, Strategic Planning, Forecasting, Due Diligence, Auditing, Strategy, Analysis, Start-ups, Training, Finance, Six Sigma, Executive Management, Business Analysis, Investments, Access, Security, Cloud Computing, Project Portfolio..., Vendor Management, Business Intelligence, IT Strategy, Outsourcing, Business Planning, Business Process, Sales, Integration, Operations Management, Change Management, Product Management, Financial Risk
Education
Six Sigma
Lean Six Sigma - Green Belt
Thunderbird School of Global Management 1990 — 1991
MIM, Intl Finance, Mandarin, Asian Studies
Southern Methodist University 1985 — 1989
Bachelor of Arts, Psychology
Jesuit College Prep 1981 — 1985
Centers Plan for Healthy Living June 2014 - Present
Mental Health Care Agency in New York June 2012 - June 2014
Hebrew Academy For Special Children Inc. March 2007 - February 2012
American Transit Insurance Company January 2005 - February 2007
Brookstreet Securities May 1999 - December 2004
Executive Assistant March 1994 - April 1999
Skills
Microsoft Word, Editing, Program Management, Public Speaking, Management, Non-profits, Public Relations, Leadership, Project Planning, Marketing, Marketing Strategy, Community Outreach, Customer Service, Event Management, Event Planning, PowerPoint, Program Development, Social Media, Social Media Marketing, Research, Social Networking, Strategic Planning, Teaching, Training, Data Analysis, Microsoft Excel, Microsoft Office, Nonprofits, Project Management, Organizational...
Education
Long Island Business Institute 2002 — 2005
Associate Degree of Science, Court Reporting
City University London
Bachelor of Science
Braeger Financial Group February 2013 - Present
Arque Capital Ltd May 2012 - February 2013
Newport Coast Securities May 2009 - January 2012
brookstreet securities 2000 - 2007
brookstreet securities 2000 - 2007
Skills
Venture Capital, Private Equity, Investments, Investment Banking, Angel Investing, auto dealer finance, Milwaukee, Wisconsin, Auto FInance, peer-to-commercial..., fixed income, Fixed Income Portfolio..., Dealer Relationships, Credit, Finance, Alternative Investments, Business Development, Securities, Loans, Fixed Income, Portfolio Management, Management, Start-ups, Strategic Planning, Mergers & Acquisitions, Strategy
Education
Lake Forest Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Management
Southern Methodist University 1986 — 1990
Bachelor of Arts (B.A.), Liberal Arts
Southern Methodist University 1986 — 1990
Bachelor's degree, Sociology, psychology, honors
Centaurus Financial, Inc. June 2007 - Present
Brookstreet Securities July 2002 - July 2007
A.G. Edwards July 1997 - July 2002
Edward Jones July 1993 - July 1997
Dean Witter Reynolds September 1991 - July 1993
Skills
Retirement Planning, Estate Planning, Investment Advisory, Tax Free Income, Retirement, Fixed Annuities, Series 7, 401k Rollovers, Variable Annuities, Wealth, Investments
Education
California State University-Long Beach 1984 — 1990
Bachelors of Science, Finance and Business Administration, Financial Markets, Banking, Corporate, Finance, and Securities Law and Business
Brookstone Securities January 2010 - Present
Syndicated Capital January 2008 - May 2009
Brookstreet Securities January 2002 - July 2007
Skills
Quantitative Analytics, Project Management, Management Skills, Series 7, Mutual Funds, Investments, Securities, Portfolio Management, Wealth Management, Asset Managment, Equities, Fixed Income, Asset Allocation, Investment Advisory, Strategic Financial..., Financial Advisory, Alternative Investments, Retirement Planning, Investment Strategies, Bonds, Financial Analysis, Asset Management
Education
Boston University
Bridgewater State University
University of Massachusetts
BA, Economics
LPL Financial June 2015 - Present
WestStar Financial Group April 2013 - June 2015
M FINANCIAL HOLDINGS August 2008 - October 2011
BROOKSTREET SECURITIES January 2005 - January 2008
Jesuit High School Portland November 2004 - March 2007
Strand, Atkinson, Williams & York May 2004 - November 2004
Skills
Social Media, Leadership, Public Speaking, Social Media Marketing, Event Planning, Coaching, Contract Negotiation, Program Management, Sales Support, Product Due Diligence, Alternative Investments, Investments, Sales, Securities, Sales Operations, Portfolio Management, Customer Service
Education
Portland State University
Jesuit High School 1998 — 2002
Mutual Securities, Inc. Member FINRA, SIPC June 2007 - Present
Brookstreet Securities September 2004 - June 2007
Finacorp Securities January 2001 - September 2004
TDI Inc. January 1997 - June 2000
Foresight Capital Management Inc May 1990 - January 1997
Resource Management Associates, G.S.I. January 1989 - April 1990
MCG Portfolio Management Corporation August 1985 - December 1988
Skills
NASD Series 7 General..., NASD Series 63 Uniform..., NASD Series 24 General..., Series 7, Fixed Income, Bonds, Securities, Series 24, Trading, Bloomberg, High Yield, Capital Markets, Structured Products, Investments, Derivatives, Portfolio Management, Series 63, Options, MBS, FINRA, Financial Markets, Asset Management, Equities
Education
University of Southern California 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Finance and Business Economics
Fairfax High School 1977 — 1980
Daniel Murphy High School 1976 — 1977
St. Gregory Elementary L.A. 1968 — 1976
MarketSmith Inc September 2010 - Present
Channel Islands Capital & Co. May 2008 - February 2010
Brookstreet Securities January 1995 - July 2007
Skills
Asset Managment, Investments, Equities, Hedge Funds, Portfolio Management, Trading, Small Business, Stocks, Investment Strategies, Investment Management, Trading Strategies, Financial Advisory, Securities, Equity Trading, Technical Analysis, Financial Analysis, Financial Modeling, Management, Equity Research, Fundamental Analysis, Options, Asset Management, Stock Market, Asset Allocation, Financial Markets, Trading Systems, Commodity
Education
University of CA, Irvine 1998 — 2000
MBA, Business
University of La Verne 1991 — 1993
Business Administration, Finance
Newport Coast Securities April 2010 - Present
Brookstreet Securities 1992 - 2007
Shearson Lehman American Express' April 1983 - December 1991
Skills
Retirement Planning, Insurance Planning, 401 K Rollovers, IRA's, Financial Planning, Series 7, Estate Planning, Series 66, Retirement, Wealth Management, Annuities, Comprehensive Wealth..., Mutual Funds, 401k, Investment Advisory, Financial Advice, Long Term Care, Investments, Annuity, Asset Allocation
Education
California State University-Fullerton - College of Business and Economics 1978 — 1979
BA, Securities Finance
Strategic Tax & Retirement April 2012 - Present
The Capital Financial Group / H. Beck, Inc. June 2011 - April 2012
Next Financial Group March 2010 - July 2011
American National Insurance February 2009 - December 2009
National Securities July 2007 - December 2008
Brookstreet Securities April 2002 - June 2007
Pacific Life January 1999 - March 2002
California Federal Bank October 1996 - December 1998
New York Life November 1995 - October 1996
Skills
Fixed Annuities, Retirement Planning, Investments, Insurance, Retirement, Strategic Financial..., Series 7, Wealth Management, Life Insurance, Series 63, Mutual Funds, Business Planning, Financial Planners, Investment Advisory, Relationship Management, Sales, Securities, Disability Insurance
Education
California State University-Fullerton 2006 — 2012
BS, Business & Economics
Saddleback College 2004 — 2006
AA, General Studies
Fullerton College 1992 — 1995
Law
Successful Portfolios LLC February 2010 - Present
Fifth Third Bank December 1998 - December 2009
Brookstreet Securities July 1995 - December 1998
Smith Barney April 1993 - July 1995
First Union Brokerage Services January 1981 - April 1993
Skills
Portfolio Management, Financial Planning, Investments, Bonds, ETFs, Stocks, Options, Bloomberg, Investment Strategies, Asset Allocation, Financial Advisory, Wealth Management, Mutual Funds, Investment Advisory, Series 7, Strategic Financial..., Equities, Alternative Investments, Hedge Funds, Securities, Investment Management, Fixed Income, Asset Management, Equity Research, Financial Markets
Education
Nova Southeastern University 1985 — 1987
MBA, Finance
Eckerd College 1978 — 1982
B.A., Economics
Clearwater High Scool 1975 — 1978
Diploma, College Prep, 10-12
Syndicated Capital Inc. September 2007 - April 2008
Brookstreet Securities February 2000 - June 2007
Canterbury Consulting 1996 - 2000
Education
California State University San Marcos 1994 — 1996
Wolfe & Associates December 2006 - Present
Brookstreet Securities April 2006 - December 2006
Waddell & Reed July 2005 - April 2006
Stor-It Rental Storages January 2000 - January 2005
Fund Raisers Ltd. July 1999 - October 2002
Skills
Recruiting, Customer Service, Process Improvement, Management, Training, Operations Management, Leadership, Human Resources, Microsoft Excel, Team Building, Project Management, Team Leadership
Education
Boise State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Boise State University
Certificate, Human Services, General
JMT December 2001 - Present
Brookstreet Securities February 2002 - July 2007
Education
University of Massachusetts Boston 1995 — 2000
Economics
Boston University
Boston Inst. School of Financial Planning
Financial West Group November 2008 - Present
Breard & Associates Inc. 1989 - Present
Morgan Peabody March 2008 - November 2008
Brookstreet Securities 2006 - 2007
Paulson Investment Co. 1999 - 2006
glenfed brokerage services 1995 - 1999
glenfed brokerage services 1995 - 1999
glenfed brokerage services 1995 - 1999
GlenFed Brokerage Services 1995 - 1998
Skills
Series 63, FINRA, Series 7, Strategic Planning, Mutual Funds, Sales, Accounting, Series 24, Business Strategy, Auditing, New Business Development, Equities, Securities, Team Building, Investments, Financial Analysis, Portfolio Management
Education
California State University-Northridge 1980 — 1985
B.S., Finance
Met West Capital Mgmt September 2007 - Present
Brookstreet Securities March 2004 - June 2007
Skills
Financial Services, Asset Management, Portfolio Management, Insurance, Series 7, Investments, Mutual Funds, Securities, Wealth Management, Equities, Relationship Management
Education
California State University-Long Beach 1998 — 2001
B.S., Business Admin, Finance
Sonoma State University 1997 — 1998
Russ Kautz with Wedbush Securities July 2007 - Present
Brookstreet Securities January 2003 - June 2007
Skills
Investments, Strategic Planning, Leadership, Business Strategy, Team Building, Management, Start-ups, Analysis, Strategy, Budgets, Operations Management, Process Improvement, Business Analysis, Program Management
Education
Naval Postgraduate School 1990 — 1992
MA, National Security Affairs
United States Military Academy at West Point 1978 — 1982
BS, Western European History/German Language
Funeral & Cremation Care July 2007 - 2015
Platinum Marketing Group February 2011 - November 2012
Invidia 2008 - 2009
Competitive Technologies, Inc. January 2007 - June 2007
Brookstreet Securities March 2001 - December 2006
f January 1998 - January 2001
Barber and Bronson January 1994 - December 1997
Skills
Affiliate Marketing, Lead Generation, Online Advertising, Advertising, Online Marketing, Marketing Management, Marketing Strategy, Marketing Communications, Strategic Partnerships, Start-ups, New Business Development, Strategy, Business Strategy, Business Development, Entrepreneurship, Risk Management, Hedge Funds, Financial Structuring, Negotiation, Telemarketing, SalesPro, Stocks, Cold Calling Experience, Sales, Customer Acquisition, Marketing, Training, Leadership Development, B2B, Account Management, Sales Management, Email Marketing, Direct Marketing, Digital Marketing, Social Media Marketing, Lead Management, B2B Marketing, Sales Leads, CPL, Web Marketing, Cold Calling, Sales Operations, Mobile Advertising, Affiliate Management, E-commerce, Management, SEO, Online Lead Generation, PPC, SEM
Education
University of Florida 1989 — 1992
Naylor Asset Management January 2005 - Present
BrookStreet Securities June 1991 - June 2005
Furman, Selz, Mager, Dietz & Berney June 1986 - June 1991
Dillon Read & Co June 1982 - June 1986
Dean Witter Reynolds June 1971 - June 1982
Bache & Co June 1968 - June 1971
Skills
Asset Managment, Fixed Income, Technical Analysis, Capital Markets, Investments, Portfolio Management, Investment Banking, Valuation
Education
Bard College 1964 — 1968
BA (Hons), Ancient History, Medieval History, Philosophy, History of Economic Thought, Art History
Gilford Securities May 2009 - Present
Wamu Investments/JPM Chase September 2008 - May 2009
Brookstreet Securities March 2002 - July 2007
RBC Dain Rauscher October 1994 - February 2002
Skills
Series 63, Trading, Series 24, Series 7, Bonds, Fixed Income, Securities, Financial Markets, Trading Strategies, Asset Management, Bloomberg, FINRA, Investments
Education
University of Connecticut 1990 — 1992
BA, Economics
ChartTrader Inc. July 2007 - Present
Brookstreet Securities January 2004 - December 2005
CARDINAL CAPITAL MANAGEMENT, INC. February 2001 - December 2003
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Investment Advisory, Financial Advisory, Asset Allocation, Estate Planning, Securities, Wealth, Financial Services, 401k, Financial Analysis, Marketing, Social Media Marketing, Strategic Planning, Sales, Investment Properties, New Business Development, Customer Service
Education
University of Florida 1977 — 1981
Bachelor of Science B.Sc. Business Administration, Finance
Archbishop Curley H.S. Miami, Florida
LPL Financial Branch Office May 2013 - December 2013
Karl H. Romero & Associates November 2007 - May 2013
Brookstreet Securities June 2006 - May 2007
Brookfield Homes Southern California April 1994 - June 2002
Skills
Management, WordPress, Microsoft Excel, Adobe Acrobat, Goldmine CRM, Microsoft Office, Outlook, LPL Branchnet, LPL ComplianceMax, LPL iDoc, eMoney / Wealthvision..., Wordperfect, Calendaring, Proficient Typing Skills
Education
Coastline Community College
Jaso Consulting April 2007 - Present
Alliance for a Better California August 2012 - November 2012
California State Controller's Office March 2010 - June 2012
Uballe for Assembly March 2010 - November 2010
Brookstreet Securities February 2005 - July 2007
Skills
Microsoft Excel, QuickBooks, Microsoft Office, PowerPoint, Access, Accounting, Financial Analysis, Customer Service, Microsoft Word, Public Speaking, Insurance, Finance, Investments, Budgets, Banking, Event Planning, Fundraising, Forecasting, Marketing, Training, Management, Auditing, Data Analysis
Education
California State University-Fullerton - College of Business and Economics 2007 — 2010
Bachelor of Arts, Finance & Accounting
Saddleback College 2005 — 2007
Associate Degree, Business Administration
MD Pilates AideMariners Physical Therapy2001 - 2002
Brookstreet Securities 2000 - 2002
Merisel 1994 - 1996
Skills
Wellness
Education
California State University-Long Beach 1997 — 1999
Bachelor of Arts (BA), Kinesiology- Corporate Fitness
California State Polytechnic University-Pomona 1992 — 1997
Civil Engineering