Brookstreet Securities

Brookstreet Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Brookstreet Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Brookstreet Securities Salaries. You can even request information on how much does Brookstreet Securities pay if you want to. Learn about salaries, pros and cons of working for Brookstreet Securities 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!

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

Employee
Years
Job
Industry
Jack Chen Jack Chen San Francisco Bay Area Details
Jack Chen's Brookstreet Securities Experience May 2006 - May 2007
Job Director of Business Development at Titan Capital Management, LLC
Industry Executive Office
Experience
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

Alan Jenkins Alan Jenkins Saint Petersburg, Florida Details
Alan Jenkins's Brookstreet Securities Experience July 2006 - December 2008
Job Financial Consultant, Calton & Associates, Inc
Industry Financial Services
Experience
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

Suyain George Suyain George Miami/Fort Lauderdale Area Details
Suyain George's Brookstreet Securities Experience 2005 - 2006
Job Managing Partner of George & Associates.
Industry Banking
Experience
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

Yenny Madrid Yenny Madrid Whittier, California Details
Yenny Madrid's Brookstreet Securities Experience January 2000 - April 2005
Job Business Development
Industry Real Estate
Experience
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

William Watson William Watson Newport Beach, California Details
William Watson's Brookstreet Securities Experience July 2002 - May 2007
Job Vice President Corporate Finance
Industry Investment Banking
Experience
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

Alfred Scanlan Alfred Scanlan Mesa, Arizona Details
Alfred Scanlan's Brookstreet Securities Experience 1994 - 2003
Job Investment Adviser and Money Managment
Industry Financial Services
Experience
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

Scot Barringer Scot Barringer Greater Denver Area Details
Scot Barringer's Brookstreet Securities Experience 1992 - 2007
Job Manage investments for individuals, advise workers how to invest 401K's and help people plan retirement investments.
Industry Investment Management
Experience
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

Julie Roussel Julie Roussel Altadena, California Details
Julie Roussel's Brookstreet Securities Experience December 2004 - June 2007
Job Senior Product Manager at ZestFinance
Industry Online Media
Experience
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

Bill Barnes Bill Barnes Dallas/Fort Worth Area Details
Bill Barnes's Brookstreet Securities Experience April 2005 - July 2007
Job Dallas Financial Planner, over 20 years financial experience, 10 years oil and gas experience, and startup experience
Industry Oil & Energy
Experience
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

Esther Neuwirth-Stone Esther Neuwirth-Stone Greater New York City Area Details
Esther Neuwirth-Stone's Brookstreet Securities Experience May 1999 - December 2004
Job Director Human Resources, Centers Plan For Healthy Living
Industry Hospital & Health Care
Experience
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

David Braeger David Braeger Greater Milwaukee Area Details
David Braeger's Brookstreet Securities Experience 2000 - 2007
Job David Braeger is CEO of Braeger Financial Group, LLC
Industry Automotive
Experience
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

Tiffany de Ruosi Tiffany de Ruosi Newport Beach, California Details
Tiffany de Ruosi's Brookstreet Securities Experience July 2002 - July 2007
Job Investment Advisor at Centaurus Financial, Inc.
Industry Investment Management
Experience
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

Jacques T. Jacques T. New York, New York Details
Jacques T.'s Brookstreet Securities Experience January 2002 - July 2007
Job Financial Services Professional
Industry Financial Services
Experience
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

Brian Ackroyd Brian Ackroyd Portland, Oregon Area Details
Brian Ackroyd's Brookstreet Securities Experience January 2005 - January 2008
Job Supervisory Principal at LPL Financial
Industry Financial Services
Experience
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

Rene Molina Rene Molina Irvine, California Details
Rene Molina's Brookstreet Securities Experience September 2004 - June 2007
Job Managing Principal at Mutual Securities, Inc. Member FINRA, SIPC
Industry Financial Services
Experience
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

Scott St. Clair Scott St. Clair Orange County, California Area Details
Scott St. Clair's Brookstreet Securities Experience January 1995 - July 2007
Job Coach at MarketSmith Inc
Industry Research
Experience
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

Cheryl Sillings Cheryl Sillings South Lake Tahoe, California Details
Cheryl Sillings's Brookstreet Securities Experience 1992 - 2007
Job Financial Consultant at Newport Coast Securities
Industry Financial Services
Experience
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

Scott Whitten Scott Whitten Rochester, Minnesota Details
Scott Whitten's Brookstreet Securities Experience April 2002 - June 2007
Job Financial Professional NEXT Financial Group, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
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

Parker Evans Parker Evans Tampa/St. Petersburg, Florida Area Details
Parker Evans's Brookstreet Securities Experience July 1995 - December 1998
Job President & Chief Investment Strategist, Successful Portfolios LLC
Industry Investment Management
Experience
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

Colleen Graff Colleen Graff Orange County, California Area Details
Colleen Graff's Brookstreet Securities Experience February 2000 - June 2007
Job Financial Services Professional
Industry Financial Services
Experience
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

Erica Weber Erica Weber Boise, Idaho Area Details
Erica Weber's Brookstreet Securities Experience April 2006 - December 2006
Job Director of Operations & Human Resources, Wolfe & Associates
Industry Hospital & Health Care
Experience
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

Jacques Thim., CFC Jacques Thim., CFC Greater New York City Area Details
Jacques Thim., CFC's Brookstreet Securities Experience February 2002 - July 2007
Job JMT Brokerage, Inc.
Industry Financial Services
Experience
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

Gabrielle Breard Gabrielle Breard Greater Los Angeles Area Details
Gabrielle Breard's Brookstreet Securities Experience 2006 - 2007
Job Director at Breard & Associates Inc.
Industry Accounting
Experience
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

Jen Coyle Dolan Jen Coyle Dolan Orange County, California Area Details
Jen Coyle Dolan's Brookstreet Securities Experience March 2004 - June 2007
Job Operations Officer at Metropolitan West Capital Management
Industry Financial Services
Experience
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 Russ Kautz Medford, Oregon Area Details
Russ Kautz's Brookstreet Securities Experience January 2003 - June 2007
Job Certified Financial Planner at Wedbush Morgan Securities
Industry Financial Services
Experience
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

John Elwin John Elwin United States Details
John Elwin's Brookstreet Securities Experience March 2001 - December 2006
Job Entrepreneur
Industry Marketing and Advertising
Experience
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

Richard Nash Owen Naylor Richard Nash Owen Naylor Norfolk, Virginia Area Details
Richard Nash Owen Naylor's Brookstreet Securities Experience June 1991 - June 2005
Job Principal at Naylor Asset Management
Industry Financial Services
Experience
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

Kevin Segrell Kevin Segrell Orange County, California Area Details
Kevin Segrell's Brookstreet Securities Experience March 2002 - July 2007
Job Senior Vice PresidentHead of Fixed Income Trading at Gilford Securities
Industry Financial Services
Experience
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

Bill Sergautis Bill Sergautis Miami/Fort Lauderdale Area Details
Bill Sergautis's Brookstreet Securities Experience January 2004 - December 2005
Job RIA at ChartTrader Inc.
Industry Financial Services
Experience
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

Eliza Flores Eliza Flores Orange County, California Area Details
Eliza Flores's Brookstreet Securities Experience June 2006 - May 2007
Job Administrative Assistant
Industry Financial Services
Experience
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

Alex Jaso Alex Jaso Orange County, California Area Details
Alex Jaso's Brookstreet Securities Experience February 2005 - July 2007
Job Finance, Accounting, and Technology Consulting
Industry Financial Services
Experience
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

Mely Galeon Dinsdale Mely Galeon Dinsdale Orange County, California Area Details
Mely Galeon Dinsdale's Brookstreet Securities Experience 2000 - 2002
Job Owner, MD Pilates
Industry Health, Wellness and Fitness
Experience
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