BTIG Company
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BTIG Employees
Employee
Years
Job
Industry
Mark Ramos Mark Ramos's BTIG Experience June 2008 - Present
Job White Glove Service IT Professional
Industry Retail
Experience
BTIG June 2008 - Present
Apple Retail September 2010 - August 2011
Gravitas Technology July 2006 - July 2007
Skills
Windows 7, Active Directory, Mac OS X, Windows XP Pro, Microsoft Office, Microsoft Exchange, Windows Server, iOS, iPad, iPhone Support, Avaya Site..., Bloomberg Terminal, OS X, VMware ESX, Windows XP, Troubleshooting, Technical Support, Unix, Cloud Computing, Project Management, CSS, Customer Service, Integration, Management
Education
Rochester Institute of Technology 2002 — 2007
BA, Information Technology
Saint Raymonds Highschool for Boys 1998 — 2002
High School Diploma
BTIG June 2008 - Present
Apple Retail September 2010 - August 2011
Gravitas Technology July 2006 - July 2007
Skills
Windows 7, Active Directory, Mac OS X, Windows XP Pro, Microsoft Office, Microsoft Exchange, Windows Server, iOS, iPad, iPhone Support, Avaya Site..., Bloomberg Terminal, OS X, VMware ESX, Windows XP, Troubleshooting, Technical Support, Unix, Cloud Computing, Project Management, CSS, Customer Service, Integration, Management
Education
Rochester Institute of Technology 2002 — 2007
BA, Information Technology
Saint Raymonds Highschool for Boys 1998 — 2002
High School Diploma
Jen Bakula's BTIG Experience December 2010 - Present
Job at BTIG
Industry Financial Services
Experience
BTIG December 2010 - Present
Eze Castle Software February 2007 - March 2010
Eze Castle Software May 2005 - January 2007
Skills
Bloomberg, Equities, Electronic Trading, Hedge Funds, Trading Systems, Fixed Income, Derivatives, Trading, Securities, Equity Trading, Market Data, Order Management, Prime Brokerage, Settlement, FX Options, Finance, Equity Derivatives
Education
Boston University 2001 — 2005
Masters/Bachelors, Economics, International Relations
BTIG December 2010 - Present
Eze Castle Software February 2007 - March 2010
Eze Castle Software May 2005 - January 2007
Skills
Bloomberg, Equities, Electronic Trading, Hedge Funds, Trading Systems, Fixed Income, Derivatives, Trading, Securities, Equity Trading, Market Data, Order Management, Prime Brokerage, Settlement, FX Options, Finance, Equity Derivatives
Education
Boston University 2001 — 2005
Masters/Bachelors, Economics, International Relations
JD Kim, Certified ScrumMaster® JD Kim, Certified ScrumMaster®'s BTIG Experience July 2010 - July 2014
Job Project Manager / Client Services at SmartStream Technologies
Industry Financial Services
Experience
SmartStream Technologies July 2014 - Present
BTIG July 2010 - July 2014
JPMorgan Chase April 2007 - March 2010
Bloomberg December 2004 - April 2007
Skills
Bloomberg, Fixed Income, Market Data, Derivatives, SQL, Microsoft Office, Calypso, Prime Brokerage, Trading, Geneva, Summit, MS Office Suite, Fund Accounting, Electronic Trading, Equity Derivatives, Scrum, Agile Methodologies, JIRA, Project Management
Education
Rutgers University-New Brunswick
BA, Information Technology
SmartStream Technologies July 2014 - Present
BTIG July 2010 - July 2014
JPMorgan Chase April 2007 - March 2010
Bloomberg December 2004 - April 2007
Skills
Bloomberg, Fixed Income, Market Data, Derivatives, SQL, Microsoft Office, Calypso, Prime Brokerage, Trading, Geneva, Summit, MS Office Suite, Fund Accounting, Electronic Trading, Equity Derivatives, Scrum, Agile Methodologies, JIRA, Project Management
Education
Rutgers University-New Brunswick
BA, Information Technology
Nick Kurash Nick Kurash's BTIG Experience May 2008 - August 2008
Job Air Force Account Manager at CDWG
Industry Information Technology and Services
Experience
CDW-G August 2011 - Present
Brick Street September 2010 - December 2010
BTIG May 2008 - August 2008
Law Office of Alan Kurash May 2007 - August 2007
Legacy Homes May 2006 - August 2006
ARK Development May 2003 - August 2003
Skills
Leadership, Sales, Management, Account Management, Analysis, Direct Sales, Salesforce.com, Cisco Technologies, Solution Selling, VMware, NetApp, Customer Service, Team Leadership, Microsoft Office, PowerPoint, New Business Development, Sales Process, Microsoft Excel, Networking, Data Center, Cold Calling, Customer Satisfaction, CRM, Cloud Computing, Sales Management, Enterprise Software, Strategy, Business Development, Marketing, Security, Selling, SaaS, Team Building, Sales Operations, Consulting, Professional Services, Virtualization, Strategic Partnerships, Storage
Education
Miami University 2006 — 2011
Health Studies
Hinsdale Central 2003 — 2006
CDW-G August 2011 - Present
Brick Street September 2010 - December 2010
BTIG May 2008 - August 2008
Law Office of Alan Kurash May 2007 - August 2007
Legacy Homes May 2006 - August 2006
ARK Development May 2003 - August 2003
Skills
Leadership, Sales, Management, Account Management, Analysis, Direct Sales, Salesforce.com, Cisco Technologies, Solution Selling, VMware, NetApp, Customer Service, Team Leadership, Microsoft Office, PowerPoint, New Business Development, Sales Process, Microsoft Excel, Networking, Data Center, Cold Calling, Customer Satisfaction, CRM, Cloud Computing, Sales Management, Enterprise Software, Strategy, Business Development, Marketing, Security, Selling, SaaS, Team Building, Sales Operations, Consulting, Professional Services, Virtualization, Strategic Partnerships, Storage
Education
Miami University 2006 — 2011
Health Studies
Hinsdale Central 2003 — 2006
Michael Amore's BTIG Experience October 2015 - Present
Job Account Executive at BTIG
Industry Financial Services
Experience
BTIG October 2015 - Present
Citi July 2011 - October 2015
Citi October 2010 - July 2011
Citi September 2006 - October 2010
Citi June 2004 - September 2006
Skills
Capital Markets, Derivatives, Fixed Income, Equities, Bloomberg, Onboarding, OTC, Prime Brokerage, Dodd-Frank, Trading, Securities, Middle Office, Credit Derivatives, Finance, Back Office
Education
Baruch College 2001 — 2006
BBA, Finance & Investments
BTIG October 2015 - Present
Citi July 2011 - October 2015
Citi October 2010 - July 2011
Citi September 2006 - October 2010
Citi June 2004 - September 2006
Skills
Capital Markets, Derivatives, Fixed Income, Equities, Bloomberg, Onboarding, OTC, Prime Brokerage, Dodd-Frank, Trading, Securities, Middle Office, Credit Derivatives, Finance, Back Office
Education
Baruch College 2001 — 2006
BBA, Finance & Investments
Brian Lesh's BTIG Experience June 2015 - Present
Job Associate
Industry Capital Markets
Experience
BTIG June 2015 - Present
BandPage February 2014 - June 2015
Terrapin Crossroads September 2012 - February 2014
Skills
Songwriting, Music Industry, Recording, Band, Music Theory, Music, Music Production, Studio Recording, Music Education, Composition, Pro Tools, Music Licensing, Music Publishing, Social Media
Education
Princeton University 2008 — 2012
Bachelor of Arts (BA), American History (United States)
BTIG June 2015 - Present
BandPage February 2014 - June 2015
Terrapin Crossroads September 2012 - February 2014
Skills
Songwriting, Music Industry, Recording, Band, Music Theory, Music, Music Production, Studio Recording, Music Education, Composition, Pro Tools, Music Licensing, Music Publishing, Social Media
Education
Princeton University 2008 — 2012
Bachelor of Arts (BA), American History (United States)
Ivan Lamont Ivan Lamont's BTIG Experience March 2007 - Present
Job Chief Technology Officer at GoCar
Industry Financial Services
Experience
BTIG March 2007 - Present
GoCar April 2004 - Present
Advent Software November 2004 - March 2007
Conifer Securities December 2000 - March 2003
BancBoston Robertson Stephens 1998 - 2000
A3 Solutions 1996 - 1998
Visa 1994 - 1996
JRIA 1992 - 1994
Rothschild 1992 - 1994
J Rothschild 1992 - 1994
Skills
.NET, Microsoft SQL Server, C#, Software Development, Integration, Agile Methodologies, Database Design, Databases, Mobile Applications, SQL, XML, Web Services, T-SQL, Windows, SOA, Business Analysis, Web Applications, Visual Basic, Analysis, SSRS, Series 63, SSIS, VB.NET, Architecture, IIS, Enterprise Architecture, Series 7, SDLC, Software Project..., .NET Compact Framework, C++, Programming, Disaster Recovery, Architectures, SQL Server, GPS, Geneva, Commercial Pilot, series 55, Android Development, JavaSE, JavaScript, Core Java, ASP.NET MVC, Ruby, Speech Recognition, SQLite, Amazon Web Services...
Education
Trinity College Dublin 1986 — 1991
BSc, Computer Science
The High School 1980 — 1986
BTIG March 2007 - Present
GoCar April 2004 - Present
Advent Software November 2004 - March 2007
Conifer Securities December 2000 - March 2003
BancBoston Robertson Stephens 1998 - 2000
A3 Solutions 1996 - 1998
Visa 1994 - 1996
JRIA 1992 - 1994
Rothschild 1992 - 1994
J Rothschild 1992 - 1994
Skills
.NET, Microsoft SQL Server, C#, Software Development, Integration, Agile Methodologies, Database Design, Databases, Mobile Applications, SQL, XML, Web Services, T-SQL, Windows, SOA, Business Analysis, Web Applications, Visual Basic, Analysis, SSRS, Series 63, SSIS, VB.NET, Architecture, IIS, Enterprise Architecture, Series 7, SDLC, Software Project..., .NET Compact Framework, C++, Programming, Disaster Recovery, Architectures, SQL Server, GPS, Geneva, Commercial Pilot, series 55, Android Development, JavaSE, JavaScript, Core Java, ASP.NET MVC, Ruby, Speech Recognition, SQLite, Amazon Web Services...
Education
Trinity College Dublin 1986 — 1991
BSc, Computer Science
The High School 1980 — 1986
Paul Serra Jr.'s BTIG Experience April 2015 - Present
Job Associate at BTIG
Industry Financial Services
Experience
BTIG April 2015 - Present
Tullett Prebon July 2006 - April 2015
Extreme Leasing Corp. December 2003 - May 2011
Tullett Liberty Brokerage May 2001 - August 2005
Skills
Microsoft Excel, Bloomberg, FXO, Energy, Treasuries, Agencies, Repurchase Agreements, Corporate Bonds, Canadian Treasuries, Microsoft Word, PowerPoint, Emerging Markets, CDS, TMT, Fixed Income, Electronic Trading, Trading Systems
Education
Fairleigh Dickinson University 2001 — 2006
Bachelor of Science (B.S.), Marketing
BTIG April 2015 - Present
Tullett Prebon July 2006 - April 2015
Extreme Leasing Corp. December 2003 - May 2011
Tullett Liberty Brokerage May 2001 - August 2005
Skills
Microsoft Excel, Bloomberg, FXO, Energy, Treasuries, Agencies, Repurchase Agreements, Corporate Bonds, Canadian Treasuries, Microsoft Word, PowerPoint, Emerging Markets, CDS, TMT, Fixed Income, Electronic Trading, Trading Systems
Education
Fairleigh Dickinson University 2001 — 2006
Bachelor of Science (B.S.), Marketing
Michael Trostel Michael Trostel's BTIG Experience February 2013 - Present
Job Vice President at BTIG
Industry Financial Services
Experience
BTIG February 2013 - Present
Travis Credit Union October 2007 - February 2013
California Department of Mental Health June 2006 - July 2007
Skills
C#, VB.NET, SQL Server, Java, SOA, ASP.NET, Visual Basic, SQL, XML, JavaScript, Access, Databases, HTML, .NET, T-SQL, WCF, Web Services, ASP, Visual Studio, PL/SQL, Database Design, AJAX, SDLC, Oracle BPEL, ADF, Web Applications, Business Intelligence, Windows, Oracle, Microsoft Office, Active Directory, Software Development, Programming, Analysis, ASP.NET MVC, IIS, Microsoft SQL Server, Visio, Team Leadership, Windows Server, Data Analysis, Project Management, Linux, Software Project..., Business Analysis
Education
University of Maryland Baltimore County 2012 — 2015
Master of Science (M.S.), Information Science/Studies
California State University-Sacramento 2002 — 2007
BS, Business/MIS
Placer High School 1992 — 1996
Diploma, General Education
BTIG February 2013 - Present
Travis Credit Union October 2007 - February 2013
California Department of Mental Health June 2006 - July 2007
Skills
C#, VB.NET, SQL Server, Java, SOA, ASP.NET, Visual Basic, SQL, XML, JavaScript, Access, Databases, HTML, .NET, T-SQL, WCF, Web Services, ASP, Visual Studio, PL/SQL, Database Design, AJAX, SDLC, Oracle BPEL, ADF, Web Applications, Business Intelligence, Windows, Oracle, Microsoft Office, Active Directory, Software Development, Programming, Analysis, ASP.NET MVC, IIS, Microsoft SQL Server, Visio, Team Leadership, Windows Server, Data Analysis, Project Management, Linux, Software Project..., Business Analysis
Education
University of Maryland Baltimore County 2012 — 2015
Master of Science (M.S.), Information Science/Studies
California State University-Sacramento 2002 — 2007
BS, Business/MIS
Placer High School 1992 — 1996
Diploma, General Education
John Tufts John Tufts's BTIG Experience February 2015 - Present
Job Accounting Associate at BTIG
Industry Financial Services
Experience
BTIG February 2015 - Present
Allegiant Partners Inc. May 2013 - December 2014
Tech Coast Angels July 2012 - December 2012
LINKED CONSULTING GROUP September 2011 - May 2012
ALPINE MEADOWS December 2010 - March 2011
STEVE AND KATE'S 2007 - 2011
KELLY PACIFIC CONSTRUCTION June 2006 - August 2006
Skills
Management, Start-ups, Financial Analysis, Social Media Marketing, Social Media, Corporate Finance, Entrepreneurship, Visio, Valuation, Lead Generation
Education
Chapman University 2011 — 2012
Masters, Business Administration; Finance
Whittier College
Bachelor of Arts, History
BTIG February 2015 - Present
Allegiant Partners Inc. May 2013 - December 2014
Tech Coast Angels July 2012 - December 2012
LINKED CONSULTING GROUP September 2011 - May 2012
ALPINE MEADOWS December 2010 - March 2011
STEVE AND KATE'S 2007 - 2011
KELLY PACIFIC CONSTRUCTION June 2006 - August 2006
Skills
Management, Start-ups, Financial Analysis, Social Media Marketing, Social Media, Corporate Finance, Entrepreneurship, Visio, Valuation, Lead Generation
Education
Chapman University 2011 — 2012
Masters, Business Administration; Finance
Whittier College
Bachelor of Arts, History
Andy Peer Andy Peer's BTIG Experience August 2011 - June 2012
Job Director Institutional Equity Sales & Trading at Rosenblatt Securities
Industry Financial Services
Experience
Rosenblatt Securities July 2012 - Present
BTIG August 2011 - June 2012
Instinet Corporation October 2009 - July 2011
Investment Technology Group, Inc. July 1994 - August 2009
Lehman Brothers 1993 - 1994
CHEP 1992 - 1993
NYC Seaport and World Financial Center Restaurants 1986 - 1990
Skills
Trading, Equities
Education
Colby College 1982 — 1986
BA, American Studies
Red Bank Regional HS
St James Elementary School
Villanova University
Rosenblatt Securities July 2012 - Present
BTIG August 2011 - June 2012
Instinet Corporation October 2009 - July 2011
Investment Technology Group, Inc. July 1994 - August 2009
Lehman Brothers 1993 - 1994
CHEP 1992 - 1993
NYC Seaport and World Financial Center Restaurants 1986 - 1990
Skills
Trading, Equities
Education
Colby College 1982 — 1986
BA, American Studies
Red Bank Regional HS
St James Elementary School
Villanova University
Christopher Ferrara Christopher Ferrara's BTIG Experience March 2010 - September 2010
Job Vice President at Nomura Securities
Industry Financial Services
Experience
Nomura Securities May 2015 - Present
Morgan Stanley January 2014 - May 2015
Morgan Stanley October 2010 - January 2014
BTIG March 2010 - September 2010
CJF Trading LLC November 2009 - March 2010
SG Securities December 2008 - November 2009
JPMorgan Chase June 2008 - August 2008
Bear Stearns April 2007 - May 2008
Banc of America Securities August 2003 - April 2007
Prudential Securities September 2002 - August 2003
Skills
Equity Derivatives, Compliance, Derivatives, Options, Futures, Commodities, Surveillance, Commodity, Equities, Accounting, Hedge Funds, Securities, Bloomberg, Financial Services, Fixed Income, Investment Banking, Prime Brokerage, Series 7, Trading
Education
Lindenhurst High School 1991 — 1995
High School Diploma
Long Island University, C.W. Post Campus
Nassau Community College
University at Buffalo
Nomura Securities May 2015 - Present
Morgan Stanley January 2014 - May 2015
Morgan Stanley October 2010 - January 2014
BTIG March 2010 - September 2010
CJF Trading LLC November 2009 - March 2010
SG Securities December 2008 - November 2009
JPMorgan Chase June 2008 - August 2008
Bear Stearns April 2007 - May 2008
Banc of America Securities August 2003 - April 2007
Prudential Securities September 2002 - August 2003
Skills
Equity Derivatives, Compliance, Derivatives, Options, Futures, Commodities, Surveillance, Commodity, Equities, Accounting, Hedge Funds, Securities, Bloomberg, Financial Services, Fixed Income, Investment Banking, Prime Brokerage, Series 7, Trading
Education
Lindenhurst High School 1991 — 1995
High School Diploma
Long Island University, C.W. Post Campus
Nassau Community College
University at Buffalo
Rachel Lucas's BTIG Experience July 2010 - Present
Job Director at BTIG
Industry Financial Services
Experience
BTIG July 2010 - Present
Hearst Magazines March 2008 - July 2010
Bonnier Corporation June 2006 - March 2008
Skills
Series 7, Series 63
Education
Boston University Questrom School of Business 2002 — 2006
BTIG July 2010 - Present
Hearst Magazines March 2008 - July 2010
Bonnier Corporation June 2006 - March 2008
Skills
Series 7, Series 63
Education
Boston University Questrom School of Business 2002 — 2006
Tim Cunningham Tim Cunningham's BTIG Experience August 2015 - Present
Job Director of FX Sales at BTIG
Industry Capital Markets
Experience
BTIG August 2015 - Present
RJ O'Brien July 2011 - June 2015
Rosenthal Collins Group March 2009 - July 2011
Saxo Bank August 2007 - October 2008
FXDD October 2006 - June 2007
Societe Generale October 2005 - June 2006
American Express Bank 1993 - 2005
Fuji Bank 1989 - 1993
Skills
FX Options, Foreign Exchange, FX trading, Financial Markets, Electronic Trading, Trading Systems, Trading, Financial Risk, Options, Commodity, Currency, Capital Markets, Hedging, Hedge Funds, Derivatives, Bloomberg
Education
County College of Morris 1986 — 1988
Associates, Business Administration
Southern New Hampshire University 1985 — 1986
West Morris Mendham High School 1982 — 1985
Parsippany Hills High School
BTIG August 2015 - Present
RJ O'Brien July 2011 - June 2015
Rosenthal Collins Group March 2009 - July 2011
Saxo Bank August 2007 - October 2008
FXDD October 2006 - June 2007
Societe Generale October 2005 - June 2006
American Express Bank 1993 - 2005
Fuji Bank 1989 - 1993
Skills
FX Options, Foreign Exchange, FX trading, Financial Markets, Electronic Trading, Trading Systems, Trading, Financial Risk, Options, Commodity, Currency, Capital Markets, Hedging, Hedge Funds, Derivatives, Bloomberg
Education
County College of Morris 1986 — 1988
Associates, Business Administration
Southern New Hampshire University 1985 — 1986
West Morris Mendham High School 1982 — 1985
Parsippany Hills High School
Matt Clarkson Matt Clarkson's BTIG Experience August 2015 - Present
Job Trading Associate at BTIG
Industry
Experience
BTIG August 2015 - Present
Stifel Financial Corp. August 2014 - August 2014
Schaefer Enterprises, Inc. May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
PowerPoint, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Social Media, Time Management, Leadership, Communication
Education
Colgate University 2011 — 2015
History
Chaminade High School 2007 — 2011
BTIG August 2015 - Present
Stifel Financial Corp. August 2014 - August 2014
Schaefer Enterprises, Inc. May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
PowerPoint, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Social Media, Time Management, Leadership, Communication
Education
Colgate University 2011 — 2015
History
Chaminade High School 2007 — 2011
Austin Winter Austin Winter's BTIG Experience April 2012 - Present
Job Vice President, Futures and Commodities at BTIG
Industry Financial Services
Experience
BTIG April 2012 - Present
CN Communications December 2010 - April 2012
BGC Partners June 2010 - August 2010
Tullett Prebon June 2008 - July 2008
Skills
Self Starter, Skilled Communicator, Time Management, Critical Thinking, Writing Skills, Series 3
Education
Bucknell University 2006 — 2010
Bachelor of Arts (BA), Political Science and Government
Mountain Lakes 2002 — 2006
BTIG April 2012 - Present
CN Communications December 2010 - April 2012
BGC Partners June 2010 - August 2010
Tullett Prebon June 2008 - July 2008
Skills
Self Starter, Skilled Communicator, Time Management, Critical Thinking, Writing Skills, Series 3
Education
Bucknell University 2006 — 2010
Bachelor of Arts (BA), Political Science and Government
Mountain Lakes 2002 — 2006
John Hartgers John Hartgers's BTIG Experience December 2014 - Present
Job Associate Outsource Trading at BTIG
Industry Financial Services
Experience
BTIG December 2014 - Present
Eze Software Group June 2014 - November 2014
BTIG, LLC May 2013 - July 2013
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Office, Economics, Social Media, Microsoft Word, Bloomberg, Public Speaking, Stata, Spanish, Teamwork, Event Planning, Equities, Fundraising, Investments, Editing, Leadership, Facebook, Photoshop
Education
Connecticut College 2010 — 2014
International Relations and Economics
BTIG December 2014 - Present
Eze Software Group June 2014 - November 2014
BTIG, LLC May 2013 - July 2013
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Office, Economics, Social Media, Microsoft Word, Bloomberg, Public Speaking, Stata, Spanish, Teamwork, Event Planning, Equities, Fundraising, Investments, Editing, Leadership, Facebook, Photoshop
Education
Connecticut College 2010 — 2014
International Relations and Economics
Steve Bergman's BTIG Experience April 2009 - March 2011
Job Vice President, Capital Formation and Client Development at Colony Capital
Industry Financial Services
Experience
Crédit Agricole CIB April 2013 - July 2013
The Seaport Group April 2011 - September 2012
BTIG April 2009 - March 2011
J.P. Morgan/Bear Stearns June 2008 - March 2009
Bear Stearns February 2007 - June 2008
Rock Maple Funds October 2005 - September 2006
Bear Stearns May 2000 - September 2005
Bear Stearns September 1986 - May 2000
Skills
Relationship Management, Hedge Funds, Asset Management, Fixed Income Sales, Structured Products, High Yield Bonds, Distressed Debt, Strategic Communications, Equities, Mutual Funds, Fixed Income, Alternative Investments, Investments, Credit, Bonds
Education
New York University, Stern School of Business
Master of Business Administration (M.B.A.)
Iona College
Bachelor of Business Administration (B.B.A.)
Westchester Community College
Associate of Arts and Sciences (A.A.S.)
Crédit Agricole CIB April 2013 - July 2013
The Seaport Group April 2011 - September 2012
BTIG April 2009 - March 2011
J.P. Morgan/Bear Stearns June 2008 - March 2009
Bear Stearns February 2007 - June 2008
Rock Maple Funds October 2005 - September 2006
Bear Stearns May 2000 - September 2005
Bear Stearns September 1986 - May 2000
Skills
Relationship Management, Hedge Funds, Asset Management, Fixed Income Sales, Structured Products, High Yield Bonds, Distressed Debt, Strategic Communications, Equities, Mutual Funds, Fixed Income, Alternative Investments, Investments, Credit, Bonds
Education
New York University, Stern School of Business
Master of Business Administration (M.B.A.)
Iona College
Bachelor of Business Administration (B.B.A.)
Westchester Community College
Associate of Arts and Sciences (A.A.S.)
Mike Rodeno Mike Rodeno's BTIG Experience 2009 - 2011
Job Managing Director at eSentire Inc.
Industry Computer & Network Security
Experience
eSentire Inc. May 2015 - Present
Odeon Capital Group LLC September 2013 - March 2015
B. Riley & Co. August 2012 - May 2013
Tejas Securities Group, Inc. 2011 - 2011
BTIG 2009 - 2011
Imperial Capital 2006 - 2009
JNK Securities 2002 - 2006
ABN AMRO Bank N.V. 1998 - 2002
Lehman Brothers 1995 - 1998
Tucker Anthony 1992 - 1995
Skills
Series 7, Series 63, Hedge Funds, Equities, Securities, Fixed Income, Equity Trading, Electronic Trading, Alternative Investments, Trading, Investments, Options, Capital Markets, Asset Managment, ETFs, Private Placements, Asset Management, Emerging Markets, FINRA, Investment Banking, Series 24, Structured Products
Education
Bowling Green State University 1985 — 1989
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
eSentire Inc. May 2015 - Present
Odeon Capital Group LLC September 2013 - March 2015
B. Riley & Co. August 2012 - May 2013
Tejas Securities Group, Inc. 2011 - 2011
BTIG 2009 - 2011
Imperial Capital 2006 - 2009
JNK Securities 2002 - 2006
ABN AMRO Bank N.V. 1998 - 2002
Lehman Brothers 1995 - 1998
Tucker Anthony 1992 - 1995
Skills
Series 7, Series 63, Hedge Funds, Equities, Securities, Fixed Income, Equity Trading, Electronic Trading, Alternative Investments, Trading, Investments, Options, Capital Markets, Asset Managment, ETFs, Private Placements, Asset Management, Emerging Markets, FINRA, Investment Banking, Series 24, Structured Products
Education
Bowling Green State University 1985 — 1989
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Esther Pham Esther Pham's BTIG Experience April 2006 - September 2008
Job Graphic Designer at Worldwise Education
Industry Graphic Design
Experience
Worldwise Education September 2008 - Present
BTIG April 2006 - September 2008
Purple Crayon Art Studio February 2006 - December 2006
Apple Computer October 2005 - December 2005
Teco Diagnostics November 2003 - May 2005
Education
Academy of Art University 2005 — 2008
Graphic Design
University of California, Berkeley 1995 — 1999
BA, Molecular Cell Biology
Worldwise Education September 2008 - Present
BTIG April 2006 - September 2008
Purple Crayon Art Studio February 2006 - December 2006
Apple Computer October 2005 - December 2005
Teco Diagnostics November 2003 - May 2005
Education
Academy of Art University 2005 — 2008
Graphic Design
University of California, Berkeley 1995 — 1999
BA, Molecular Cell Biology
PHILIP RUFFAT PHILIP RUFFAT's BTIG Experience June 2015 - Present
Job Managing Director at BTIG
Industry Capital Markets
Experience
BTIG June 2015 - Present
Macquarie Group September 2013 - February 2015
ABN AMRO Bank N.V. January 2012 - June 2013
Citi - Institutional Clients Group 2003 - January 2012
Mizuho Securities Co., Ltd. August 1999 - August 2003
Societe Generale August 1998 - August 1999
Sumitomo Mitsui Banking Corporation January 1995 - August 1998
Wells Fargo Securities 1990 - 1994
Skills
Risk Management, Electronic Trading, Futures, Interest Rate..., Derivatives, Clearing, Options Strategies, Fixed Income, Portfolio Management, Financial Markets, Equities, Swaps, Trading, Emerging Markets, Commodity, Options, Currency, Banking, Trading Strategies, Asset Management, Bloomberg, Portfolio Optimization, FX Options, Finance, Capital Markets, Futures Trading, Investment Banking, Hedge Funds, Securities, Equity Derivatives, Investments, Trading Systems
Education
Penn State University 1986 — 1990
BS, Finance & Economics
BTIG June 2015 - Present
Macquarie Group September 2013 - February 2015
ABN AMRO Bank N.V. January 2012 - June 2013
Citi - Institutional Clients Group 2003 - January 2012
Mizuho Securities Co., Ltd. August 1999 - August 2003
Societe Generale August 1998 - August 1999
Sumitomo Mitsui Banking Corporation January 1995 - August 1998
Wells Fargo Securities 1990 - 1994
Skills
Risk Management, Electronic Trading, Futures, Interest Rate..., Derivatives, Clearing, Options Strategies, Fixed Income, Portfolio Management, Financial Markets, Equities, Swaps, Trading, Emerging Markets, Commodity, Options, Currency, Banking, Trading Strategies, Asset Management, Bloomberg, Portfolio Optimization, FX Options, Finance, Capital Markets, Futures Trading, Investment Banking, Hedge Funds, Securities, Equity Derivatives, Investments, Trading Systems
Education
Penn State University 1986 — 1990
BS, Finance & Economics
Robert Flemer, CMT Robert Flemer, CMT's BTIG Experience November 2011 - Present
Job Salestrader at BTIG
Industry Financial Services
Experience
BTIG November 2011 - Present
Thomas Weisel Partners 1999 - 2010
Skills
Equities, Capital Markets, Bloomberg, Trading, Series 63, Series 7, Fixed Income, Equity Research
Education
Arizona State University
BS, Finance
holmdel
BTIG November 2011 - Present
Thomas Weisel Partners 1999 - 2010
Skills
Equities, Capital Markets, Bloomberg, Trading, Series 63, Series 7, Fixed Income, Equity Research
Education
Arizona State University
BS, Finance
holmdel
Joseph Vacca Joseph Vacca's BTIG Experience October 2008 - Present
Job Director Prime Brokerage Sales at BTIG
Industry Financial Services
Experience
BTIG October 2008 - Present
Partnership Financial Consulting, LLC 2007 - 2008
Bank of America 2000 - 2007
Montgomery Securities 1995 - 2000
Furman Selz Incorporated 1992 - 1995
State Bank of Long Island 1990 - 1992
Skills
Hedge Funds, New Business Development, Business Relationship..., Series 7, Series 63, Financial Accounting, Prime Brokerage, Series 9, Series 10, Brokerage Operations, Alternative Investments, Equities, Financial Services, Capital Markets, Investments
Education
Hofstra University
BBA, Banking & Finance
Hofstra University-Frank G. Zarb School of Business
MBA, Banking and Finance
BTIG October 2008 - Present
Partnership Financial Consulting, LLC 2007 - 2008
Bank of America 2000 - 2007
Montgomery Securities 1995 - 2000
Furman Selz Incorporated 1992 - 1995
State Bank of Long Island 1990 - 1992
Skills
Hedge Funds, New Business Development, Business Relationship..., Series 7, Series 63, Financial Accounting, Prime Brokerage, Series 9, Series 10, Brokerage Operations, Alternative Investments, Equities, Financial Services, Capital Markets, Investments
Education
Hofstra University
BBA, Banking & Finance
Hofstra University-Frank G. Zarb School of Business
MBA, Banking and Finance
Michael Scannapieco's BTIG Experience June 2010 - August 2010
Job Associate at GIC
Industry Real Estate
Experience
GIC July 2013 - Present
Wells Fargo Securities June 2011 - June 2013
BTIG June 2010 - August 2010
Park West Management, LLC June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Capital IQ, Loan Origination, Microsoft Office, Capital Markets, Fixed Income, Financial Analysis, Valuation, LBO, Investment Banking, DCF, Private Equity, Leveraged Finance, Equity Research, Due Diligence, Corporate Finance, Equity Valuation, Hedge Funds, Alternative Investments
Education
Emory University 2007 — 2011
Finance, General
Emory University - Goizueta Business School 2007 — 2011
BBA, Finance and Real Estate
GIC July 2013 - Present
Wells Fargo Securities June 2011 - June 2013
BTIG June 2010 - August 2010
Park West Management, LLC June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Capital IQ, Loan Origination, Microsoft Office, Capital Markets, Fixed Income, Financial Analysis, Valuation, LBO, Investment Banking, DCF, Private Equity, Leveraged Finance, Equity Research, Due Diligence, Corporate Finance, Equity Valuation, Hedge Funds, Alternative Investments
Education
Emory University 2007 — 2011
Finance, General
Emory University - Goizueta Business School 2007 — 2011
BBA, Finance and Real Estate
Dennis Jacobi Dennis Jacobi's BTIG Experience July 2012 - Present
Job Senior Vice President at BTIG
Industry Financial Services
Experience
BTIG July 2012 - Present
BNP Paribas Prime October 2008 - July 2011
Banc of America Securities 1998 - 2008
Skills
Hedge Funds, Fixed Income, Equities, Prime Brokerage, Alternative Investments, Capital Markets, Investment Banking, Series 7, Asset Managment, Securities, Bloomberg, Investments, Derivatives, Trading, Private Equity
Education
Bowdoin College 1988 — 1992
BA, Government and Legal Studies
Collegiate School 1984 — 1988
St. Brendan
St. Brendan
BTIG July 2012 - Present
BNP Paribas Prime October 2008 - July 2011
Banc of America Securities 1998 - 2008
Skills
Hedge Funds, Fixed Income, Equities, Prime Brokerage, Alternative Investments, Capital Markets, Investment Banking, Series 7, Asset Managment, Securities, Bloomberg, Investments, Derivatives, Trading, Private Equity
Education
Bowdoin College 1988 — 1992
BA, Government and Legal Studies
Collegiate School 1984 — 1988
St. Brendan
St. Brendan
Sergei Isayeu's BTIG Experience October 2008 - October 2009
Job IT Technical Lead at GCM Grosvenor
Industry Financial Services
Experience
GCM Grosvenor October 2014 - Present
ACGME 2013 - August 2014
POM Solutions, Inc February 2012 - February 2013
Northern Trust October 2011 - September 2012
Citadel Investment Group/Quicken Loans October 2009 - September 2011
BTIG October 2008 - October 2009
Northern Trust Bank January 2008 - October 2008
CDW September 2006 - December 2007
TicketsNow February 2006 - August 2006
Science Software Inc November 2003 - August 2005
Skills
EC2, Distributed Systems, S3, Agile Methodologies, Cloud Computing, Amazon EC2, Amazon S3, Performance Tuning, Web Services, .NET, Solution Architecture, Enterprise Architecture, C#, WCF, XML, SOA, Windows Azure, Design Patterns, Software Project..., Requirements Analysis, Databases, Integration, Database Design, Business Process, Architectures, System Architecture, Web Applications, UML, Enterprise Software, Oracle, Microsoft SQL Server, Visual Studio, SDLC, Software Design, VB.NET, ASP.NET
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1999 — 2004
BS, Computer Science, Radioelectornics
GCM Grosvenor October 2014 - Present
ACGME 2013 - August 2014
POM Solutions, Inc February 2012 - February 2013
Northern Trust October 2011 - September 2012
Citadel Investment Group/Quicken Loans October 2009 - September 2011
BTIG October 2008 - October 2009
Northern Trust Bank January 2008 - October 2008
CDW September 2006 - December 2007
TicketsNow February 2006 - August 2006
Science Software Inc November 2003 - August 2005
Skills
EC2, Distributed Systems, S3, Agile Methodologies, Cloud Computing, Amazon EC2, Amazon S3, Performance Tuning, Web Services, .NET, Solution Architecture, Enterprise Architecture, C#, WCF, XML, SOA, Windows Azure, Design Patterns, Software Project..., Requirements Analysis, Databases, Integration, Database Design, Business Process, Architectures, System Architecture, Web Applications, UML, Enterprise Software, Oracle, Microsoft SQL Server, Visual Studio, SDLC, Software Design, VB.NET, ASP.NET
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1999 — 2004
BS, Computer Science, Radioelectornics
Tim Monahan Tim Monahan's BTIG Experience June 2010 - September 2011
Job Product Manager Continuous Evaluated Pricing
Industry Financial Services
Experience
Interactive Data September 2014 - Present
Interactive Data October 2011 - August 2014
BTIG June 2010 - September 2011
Basso Capital Management, L.P. Stamford, CT September 2008 - December 2008
Bear Stearns and Co., Inc June 2004 - September 2008
Government Stock Record June 2004 - May 2006
Skills
Bank Debt, High Yield Bonds, Bank Loans, Distressed Debt, Loan Closings, Loans, Hedge Funds, Bonds, High Yield, Trading, Equities, Fixed Income, Middle Office, Valuation, Securities, Series 7, Series 63, Settlement, Due Diligence, Corporate Actions, Bloomberg, Financial Risk, Capital Markets, Derivatives
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
FINRA Administered Qualification Examinations
7, 55, 63
Interactive Data September 2014 - Present
Interactive Data October 2011 - August 2014
BTIG June 2010 - September 2011
Basso Capital Management, L.P. Stamford, CT September 2008 - December 2008
Bear Stearns and Co., Inc June 2004 - September 2008
Government Stock Record June 2004 - May 2006
Skills
Bank Debt, High Yield Bonds, Bank Loans, Distressed Debt, Loan Closings, Loans, Hedge Funds, Bonds, High Yield, Trading, Equities, Fixed Income, Middle Office, Valuation, Securities, Series 7, Series 63, Settlement, Due Diligence, Corporate Actions, Bloomberg, Financial Risk, Capital Markets, Derivatives
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
FINRA Administered Qualification Examinations
7, 55, 63
Holly Singh Holly Singh's BTIG Experience May 2009 - December 2009
Job Director of Enrollments, Institute for Integrative Nutrition
Industry Health, Wellness and Fitness
Experience
New York University March 2014 - July 2014
Institute for Integrative Nutrition March 2013 - October 2013
Deutsche Bank January 2010 - February 2013
BTIG May 2009 - December 2009
Citi July 1999 - May 2009
Skills
Relationship Management, Project Management, Capital Markets, Hedge Funds, Asset Management, Equities, Investment Banking, Alternative Investments, Trading, Credit, Fixed Income, Entrepreneurship, Portfolio Management, Marketing, Trading Systems, Asset Managment, Recruiting, Mentoring, Sales Management, Goal Setting, Career Counseling, Management
Education
Georgetown University 1995 — 1999
Bachelor of Science (BS), Foreign Service
New York University March 2014 - July 2014
Institute for Integrative Nutrition March 2013 - October 2013
Deutsche Bank January 2010 - February 2013
BTIG May 2009 - December 2009
Citi July 1999 - May 2009
Skills
Relationship Management, Project Management, Capital Markets, Hedge Funds, Asset Management, Equities, Investment Banking, Alternative Investments, Trading, Credit, Fixed Income, Entrepreneurship, Portfolio Management, Marketing, Trading Systems, Asset Managment, Recruiting, Mentoring, Sales Management, Goal Setting, Career Counseling, Management
Education
Georgetown University 1995 — 1999
Bachelor of Science (BS), Foreign Service
Kristy LoPresti Kristy LoPresti's BTIG Experience August 2008 - Present
Job Sales Trader at BTIG
Industry Financial Services
Experience
BTIG August 2008 - Present
Goldman Sachs May 2000 - June 2008
Skills
Series 7, Series 63, Capital Markets, Bloomberg, Hedge Funds, Equities, Equity Trading, Equity Derivatives, Options
Education
NYU Stern School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Manhattan College 1996 — 2000
Bachelor's degree, Finance, General
BTIG August 2008 - Present
Goldman Sachs May 2000 - June 2008
Skills
Series 7, Series 63, Capital Markets, Bloomberg, Hedge Funds, Equities, Equity Trading, Equity Derivatives, Options
Education
NYU Stern School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Manhattan College 1996 — 2000
Bachelor's degree, Finance, General
Tracey LaFrano Tracey LaFrano's BTIG Experience July 2006 - November 2011
Job Commercial Credit Services at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase March 2014 - Present
Green Coast Enterprises September 2012 - May 2013
BTIG July 2006 - November 2011
Skills
Research, Bloomberg, Microsoft Office, Series 7, Financial Analysis, Financial Modeling, Securities, Equities, Capital Markets, Hedge Funds, Microsoft Excel
Education
Tulane University 2012 — 2012
Master's degree, Preservation Studies
Fordham University 2002 — 2006
Bachelor of Science (BS), Business Administration, Finance
JPMorgan Chase March 2014 - Present
Green Coast Enterprises September 2012 - May 2013
BTIG July 2006 - November 2011
Skills
Research, Bloomberg, Microsoft Office, Series 7, Financial Analysis, Financial Modeling, Securities, Equities, Capital Markets, Hedge Funds, Microsoft Excel
Education
Tulane University 2012 — 2012
Master's degree, Preservation Studies
Fordham University 2002 — 2006
Bachelor of Science (BS), Business Administration, Finance
Seth Gilbert's BTIG Experience April 2015 - Present
Job Equity Research Associate at BTIG
Industry Financial Services
Krzysztof Kupiec's BTIG Experience March 2009 - Present
Job Experienced IT Professional
Industry Information Technology and Services
Experience
BTIG March 2009 - Present
Halcyon Asset Management July 2012 - November 2014
Plural Investments, LLC June 2011 - January 2012
Eze Castle Integration November 2006 - February 2009
Gravitas Technology April 2003 - November 2006
Skills
Disaster Recovery, Active Directory, Network Design, VMware, Windows Server, Microsoft Exchange, XP, Windows 7, Data Center, Cisco Technologies, Servers, Citrix, DNS, Windows, System Deployment, IT Management, Integration, Infrastructure, VMware Infrastructure, NetApp, VPN, DHCP, Blackberry Enterprise..., OS X, Blackberry, SAN, Team Leadership, Server Architecture, IT Operations, Project Management, VMware ESX, Operating Systems, Vendor Management, Process Improvement, Microsoft SQL Server, Technical Support, Security, Networking
Education
School of Visual Arts 2003 — 2005
MFA, Animation
AGH University of Science and Technology 1997 — 2002
Master, Computer Science
BTIG March 2009 - Present
Halcyon Asset Management July 2012 - November 2014
Plural Investments, LLC June 2011 - January 2012
Eze Castle Integration November 2006 - February 2009
Gravitas Technology April 2003 - November 2006
Skills
Disaster Recovery, Active Directory, Network Design, VMware, Windows Server, Microsoft Exchange, XP, Windows 7, Data Center, Cisco Technologies, Servers, Citrix, DNS, Windows, System Deployment, IT Management, Integration, Infrastructure, VMware Infrastructure, NetApp, VPN, DHCP, Blackberry Enterprise..., OS X, Blackberry, SAN, Team Leadership, Server Architecture, IT Operations, Project Management, VMware ESX, Operating Systems, Vendor Management, Process Improvement, Microsoft SQL Server, Technical Support, Security, Networking
Education
School of Visual Arts 2003 — 2005
MFA, Animation
AGH University of Science and Technology 1997 — 2002
Master, Computer Science
James Henrique's BTIG Experience May 2015 - July 2015
Job Electrical Engineer Student
Industry Information Technology and Services
Experience
BTIG May 2015 - July 2015
Chemlumina LLC. February 2009 - December 2014
H and H Constructions INC. August 2007 - December 2009
On-Site Computer Service Inc. January 2005 - July 2007
Skills
Network Administration, System Administration, Windows Operating System, Microsoft Office, Apple Macintosh, Linux and Unix, Communication Cabling, Circuit Analysis, Digital Circuit Design, Cisco Technologies, Hardware, Software Installation, Windows, Firewalls
Education
Rutgers University-New Brunswick 2012 — 2016
Bachelor's Degree, Electrical and Electronics Engineering, 3.75
Middletown Vocational School 2008 — 2011
TECH, Information Technology
BTIG May 2015 - July 2015
Chemlumina LLC. February 2009 - December 2014
H and H Constructions INC. August 2007 - December 2009
On-Site Computer Service Inc. January 2005 - July 2007
Skills
Network Administration, System Administration, Windows Operating System, Microsoft Office, Apple Macintosh, Linux and Unix, Communication Cabling, Circuit Analysis, Digital Circuit Design, Cisco Technologies, Hardware, Software Installation, Windows, Firewalls
Education
Rutgers University-New Brunswick 2012 — 2016
Bachelor's Degree, Electrical and Electronics Engineering, 3.75
Middletown Vocational School 2008 — 2011
TECH, Information Technology
Daysi Sandoval's BTIG Experience 2014 - 2014
Job Experienced Financial Professional
Industry Financial Services
Experience
Jawbone January 2015 - Present
3 Bridge Networks March 2014 - December 2014
Robert Half Finance & Accounting September 2013 - February 2014
BTIG 2014 - 2014
BTIG 2014 - 2014
BTIG 2014 - 2014
SBM Site Services, LLC February 2013 - August 2013
Comcast SportsNet Bay Area January 2011 - January 2013
Comcast SportsNet Bay Area February 2008 - December 2011
Barneys New York August 2007 - February 2008
Skills
Payroll, Customer Service, Outlook, Microsoft Excel, Accounts Payable, Call Centers, Accounts Receivable, Office Management, Executive..., Banking, Administrative..., Finance, Auditing, Sales, Account Reconciliation, QuickBooks, Microsoft Office, Management, Accounting, Social Media
Education
Penn State University 2014 — 2016
Bachelor's Degree, Finance with a minor in Psychology
Jawbone January 2015 - Present
3 Bridge Networks March 2014 - December 2014
Robert Half Finance & Accounting September 2013 - February 2014
BTIG 2014 - 2014
BTIG 2014 - 2014
BTIG 2014 - 2014
SBM Site Services, LLC February 2013 - August 2013
Comcast SportsNet Bay Area January 2011 - January 2013
Comcast SportsNet Bay Area February 2008 - December 2011
Barneys New York August 2007 - February 2008
Skills
Payroll, Customer Service, Outlook, Microsoft Excel, Accounts Payable, Call Centers, Accounts Receivable, Office Management, Executive..., Banking, Administrative..., Finance, Auditing, Sales, Account Reconciliation, QuickBooks, Microsoft Office, Management, Accounting, Social Media
Education
Penn State University 2014 — 2016
Bachelor's Degree, Finance with a minor in Psychology
Danny Pang Danny Pang's BTIG Experience May 2010 - June 2011
Job Vice President, Portfolio Trading Systems at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company June 2011 - Present
BTIG May 2010 - June 2011
AXA Rosenberg Investment Management LLC January 2006 - February 2010
Merrill Lynch April 2005 - December 2005
Morgan Stanley Barra November 2004 - April 2005
Moody's Analytics May 2002 - October 2004
InTime Software Inc March 2001 - March 2002
Altera Corporation March 1999 - March 2001
Cadence Design Systems, Inc March 1996 - March 1999
Intel Corporation May 1993 - March 1996
Skills
C#, Equities, Java, Software Development, XML, Unix, Databases, Microsoft SQL Server, Oracle, Perl, C
Education
The University of Texas at Austin 1989 — 1992
Master of Science, Electrical and Computer Engineering
The University of Texas at Austin 1986 — 1989
Bachelor, Engineering
Methodist College
Jefferies & Company June 2011 - Present
BTIG May 2010 - June 2011
AXA Rosenberg Investment Management LLC January 2006 - February 2010
Merrill Lynch April 2005 - December 2005
Morgan Stanley Barra November 2004 - April 2005
Moody's Analytics May 2002 - October 2004
InTime Software Inc March 2001 - March 2002
Altera Corporation March 1999 - March 2001
Cadence Design Systems, Inc March 1996 - March 1999
Intel Corporation May 1993 - March 1996
Skills
C#, Equities, Java, Software Development, XML, Unix, Databases, Microsoft SQL Server, Oracle, Perl, C
Education
The University of Texas at Austin 1989 — 1992
Master of Science, Electrical and Computer Engineering
The University of Texas at Austin 1986 — 1989
Bachelor, Engineering
Methodist College
Malina Munshi's BTIG Experience May 2015 - June 2015
Job Student
Industry Investment Banking
Experience
BTIG May 2015 - June 2015
Campbell Alliance May 2014 - August 2014
Republican National Committee January 2014 - May 2014
The Greater Contribution 2010 - 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Public Speaking, Microsoft Word, Research, Nonprofits, Spanish, Training, Marketing, Teamwork, English, Customer Service
Education
American University
Bachelor of Arts in History, Minor in International Business, History, Senior
BTIG May 2015 - June 2015
Campbell Alliance May 2014 - August 2014
Republican National Committee January 2014 - May 2014
The Greater Contribution 2010 - 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Public Speaking, Microsoft Word, Research, Nonprofits, Spanish, Training, Marketing, Teamwork, English, Customer Service
Education
American University
Bachelor of Arts in History, Minor in International Business, History, Senior
Ted McFadden's BTIG Experience July 2012 - December 2013
Job Vice President at Lincoln Land Services LLC
Industry Commercial Real Estate
Experience
Lincoln Land Services LLC 2014 - Present
BTIG July 2012 - December 2013
Bank of America Merrill Lynch October 2009 - October 2011
J.P. Morgan April 2005 - October 2009
Citi 2003 - 2005
Credit Suisse 2000 - 2003
Raymond James Financial Inc. 1995 - 2000
Skills
Equity Trading, Hedge Funds, Equity Research, Electronic Trading, Bloomberg, Trading Systems, Trading, Equity Derivatives, Capital Markets, Investment Banking, Derivatives, Options, Prime Brokerage, Securities, Financial Markets, Emerging Markets, ETFs, Program Trading, Equity Capital Markets, Bloomberg Terminal, Structured Products, Equities, Fidessa, Proprietary Trading, Commercial Real Estate, Title Insurance
Education
Penn State University 1988 — 1993
Bachelor of Arts (B.A.), Econ
andover
Lincoln Land Services LLC 2014 - Present
BTIG July 2012 - December 2013
Bank of America Merrill Lynch October 2009 - October 2011
J.P. Morgan April 2005 - October 2009
Citi 2003 - 2005
Credit Suisse 2000 - 2003
Raymond James Financial Inc. 1995 - 2000
Skills
Equity Trading, Hedge Funds, Equity Research, Electronic Trading, Bloomberg, Trading Systems, Trading, Equity Derivatives, Capital Markets, Investment Banking, Derivatives, Options, Prime Brokerage, Securities, Financial Markets, Emerging Markets, ETFs, Program Trading, Equity Capital Markets, Bloomberg Terminal, Structured Products, Equities, Fidessa, Proprietary Trading, Commercial Real Estate, Title Insurance
Education
Penn State University 1988 — 1993
Bachelor of Arts (B.A.), Econ
andover
Brett Lazar's BTIG Experience June 2011 - July 2011
Job Senior Analyst EMERGE Finance Program at Cardinal Health
Industry Hospital & Health Care
Experience
Cardinal Health June 2015 - Present
Quicken Loans May 2014 - August 2014
BTIG, LLC June 2013 - August 2013
Sports Capital Group May 2012 - August 2012
ProCamps Worldwide March 2012 - August 2012
BTIG June 2011 - July 2011
Scarfones Coal Fired Pizza December 2008 - December 2010
StarPower Management LLC June 2010 - July 2010
Skills
Microsoft Excel, Access, PowerPoint, Facebook, Microsoft Office, Microsoft Word, Social Media, Customer Service, Sports, Social Networking, Event Planning, Marketing, Teamwork
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science, Business; Finance and Legal Studies
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Finance and Legal Studies
Cardinal Health June 2015 - Present
Quicken Loans May 2014 - August 2014
BTIG, LLC June 2013 - August 2013
Sports Capital Group May 2012 - August 2012
ProCamps Worldwide March 2012 - August 2012
BTIG June 2011 - July 2011
Scarfones Coal Fired Pizza December 2008 - December 2010
StarPower Management LLC June 2010 - July 2010
Skills
Microsoft Excel, Access, PowerPoint, Facebook, Microsoft Office, Microsoft Word, Social Media, Customer Service, Sports, Social Networking, Event Planning, Marketing, Teamwork
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science, Business; Finance and Legal Studies
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Finance and Legal Studies
Jonathan Buckelew, CPA Jonathan Buckelew, CPA's BTIG Experience June 2008 - August 2008
Job Accountant at Marcum LLP
Industry Financial Services
Experience
Marcum LLP November 2013 - Present
FGI Finance May 2012 - June 2013
Merrill Lynch June 2009 - August 2009
BTIG June 2008 - August 2008
UBS Wealth Management June 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Finance, Mutual Funds, Management, Analysis, Asset Allocation, Investment Strategies, Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance
Education
The George Washington University - School of Business 2010 — 2011
Masters, Accountancy
The George Washington University - School of Business 2006 — 2010
Bachelors in Business Administration, Finance
Marcum LLP November 2013 - Present
FGI Finance May 2012 - June 2013
Merrill Lynch June 2009 - August 2009
BTIG June 2008 - August 2008
UBS Wealth Management June 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Finance, Mutual Funds, Management, Analysis, Asset Allocation, Investment Strategies, Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance
Education
The George Washington University - School of Business 2010 — 2011
Masters, Accountancy
The George Washington University - School of Business 2006 — 2010
Bachelors in Business Administration, Finance
Matthew Ly's BTIG Experience May 2015 - July 2015
Job Finance Intern at BTIG
Industry Financial Services
Experience
BTIG May 2015 - July 2015
TVP Industries February 2015 - May 2015
Oakland Hills Tennis Club September 2009 - August 2014
Fordham University September 2013 - May 2014
Skills
Microsoft Office, Time Management, Social Media Marketing, Interpersonal..., Team Leadership, Tenacious Work Ethic, Ethical Decision Making, Event Planning, Research, Customer Service, Management
Education
Fordham University 2013 — 2017
Bachelor of Science (B.S.), Finance, General
Oakland Technical High School 2009 — 2013
BTIG May 2015 - July 2015
TVP Industries February 2015 - May 2015
Oakland Hills Tennis Club September 2009 - August 2014
Fordham University September 2013 - May 2014
Skills
Microsoft Office, Time Management, Social Media Marketing, Interpersonal..., Team Leadership, Tenacious Work Ethic, Ethical Decision Making, Event Planning, Research, Customer Service, Management
Education
Fordham University 2013 — 2017
Bachelor of Science (B.S.), Finance, General
Oakland Technical High School 2009 — 2013
Yelena Kulensova Yelena Kulensova's BTIG Experience November 2010 - May 2011
Job MBA candidate University of Chicago Booth School of Business
Industry Retail
Experience
University of Chicago Booth School of Business August 2014 - Present
Kohl's Department Stores June 2015 - August 2015
Morgan Stanley January 2014 - August 2014
Morgan Stanley June 2012 - January 2014
Apollo Global Management LLC September 2011 - May 2012
Credit Suisse June 2011 - August 2011
BTIG November 2010 - May 2011
Bank of America Merrill Lynch June 2010 - August 2010
Bank of America February 2008 - June 2010
Ultimate Therapy, LLC June 2007 - February 2008
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Capital Markets, Fixed Income, Finance, Valuation, Banking, Corporate Finance, Private Equity
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2013 — 2013
Graduate Studies, 4.0/4.0
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration, Finance, 3.61/4.0
University of Chicago Booth School of Business August 2014 - Present
Kohl's Department Stores June 2015 - August 2015
Morgan Stanley January 2014 - August 2014
Morgan Stanley June 2012 - January 2014
Apollo Global Management LLC September 2011 - May 2012
Credit Suisse June 2011 - August 2011
BTIG November 2010 - May 2011
Bank of America Merrill Lynch June 2010 - August 2010
Bank of America February 2008 - June 2010
Ultimate Therapy, LLC June 2007 - February 2008
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Capital Markets, Fixed Income, Finance, Valuation, Banking, Corporate Finance, Private Equity
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2013 — 2013
Graduate Studies, 4.0/4.0
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration, Finance, 3.61/4.0
Brett Fodero Brett Fodero's BTIG Experience May 2015 - Present
Job Technology Investment Banking at BTIG
Industry Financial Services
Experience
BTIG May 2015 - Present
BMO Capital Markets November 2013 - May 2015
Lazard Capital Markets July 2012 - November 2013
Lazard Capital Markets July 2008 - July 2012
Lazard Capital Markets May 2007 - August 2007
ConvergEx Group June 2006 - August 2006
Skills
Equity Research, Financial Modeling, Equities, Market Research, Valuation, Financial Analysis, Equity Valuation, Cloud Computing, SaaS, Capital Markets, Investment Banking, Corporate Finance, Strategy, Strategic Partnerships, Investments, E-commerce, Mobile Payments
Education
Loyola University Maryland 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Economics
Newcastle University 2006 — 2006
BTIG May 2015 - Present
BMO Capital Markets November 2013 - May 2015
Lazard Capital Markets July 2012 - November 2013
Lazard Capital Markets July 2008 - July 2012
Lazard Capital Markets May 2007 - August 2007
ConvergEx Group June 2006 - August 2006
Skills
Equity Research, Financial Modeling, Equities, Market Research, Valuation, Financial Analysis, Equity Valuation, Cloud Computing, SaaS, Capital Markets, Investment Banking, Corporate Finance, Strategy, Strategic Partnerships, Investments, E-commerce, Mobile Payments
Education
Loyola University Maryland 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Economics
Newcastle University 2006 — 2006
Max Benjamin Max Benjamin's BTIG Experience July 2015 - Present
Job Equity Trading and Research Intern at BTIG, LLC
Industry Financial Services
Experience
BTIG July 2015 - Present
AMC Networks September 2014 - June 2015
Isaac Sasson Political Campaign June 2010 - February 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Public Speaking, Sales, Data Analysis, Microsoft Word, Social Media, Teamwork, Outlook
Education
St. John's University 2012 — 2016
Bachelor of Applied Science (BASc), Banking and Financial Support Services
St. John's University 2012 — 2016
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
BTIG July 2015 - Present
AMC Networks September 2014 - June 2015
Isaac Sasson Political Campaign June 2010 - February 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Public Speaking, Sales, Data Analysis, Microsoft Word, Social Media, Teamwork, Outlook
Education
St. John's University 2012 — 2016
Bachelor of Applied Science (BASc), Banking and Financial Support Services
St. John's University 2012 — 2016
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Bijay Batna's BTIG Experience July 2015 - Present
Job Collections Specialist and AR at Marin Software
Industry Higher Education
Experience
BTIG July 2015 - Present
Marin Software March 2015 - July 2015
SuccessFactors September 2014 - December 2014
Advanced Digital Solutions International Inc November 2013 - September 2014
Smart and Final January 2010 - December 2013
Smart and Final June 2013 - September 2013
Costco July 2008 - August 2009
Nielsen Entertainment March 2007 - July 2008
Skills
Microsoft Office, Microsoft Excel, Customer Satisfaction, Windows, Accounting, Corporate Finance, Public Policy, International Finance, Financial Reporting, Management, Pricing, Teamwork, Social Networking, Inventory Management, Leadership, Public Speaking, Customer Service, Sales, Microsoft Word, Team Leadership, PowerPoint, Time Management
Education
San Francisco State University 2010 — 2013
Bachelor's Degree, Finance
Las Positas College 2008 — 2010
Associate's Degree, Business Administration and Management, General
Foothill High 2004 — 2008
BTIG July 2015 - Present
Marin Software March 2015 - July 2015
SuccessFactors September 2014 - December 2014
Advanced Digital Solutions International Inc November 2013 - September 2014
Smart and Final January 2010 - December 2013
Smart and Final June 2013 - September 2013
Costco July 2008 - August 2009
Nielsen Entertainment March 2007 - July 2008
Skills
Microsoft Office, Microsoft Excel, Customer Satisfaction, Windows, Accounting, Corporate Finance, Public Policy, International Finance, Financial Reporting, Management, Pricing, Teamwork, Social Networking, Inventory Management, Leadership, Public Speaking, Customer Service, Sales, Microsoft Word, Team Leadership, PowerPoint, Time Management
Education
San Francisco State University 2010 — 2013
Bachelor's Degree, Finance
Las Positas College 2008 — 2010
Associate's Degree, Business Administration and Management, General
Foothill High 2004 — 2008
Michael Gacek, CFA Michael Gacek, CFA's BTIG Experience June 2010 - August 2010
Job Equity Portfolio/Trading Associate at PIMCO
Industry Investment Management
Experience
PIMCO August 2015 - Present
Mellon Capital July 2013 - August 2015
SS&C Technologies July 2012 - June 2013
SS&C Technologies November 2011 - July 2012
BTIG June 2010 - August 2010
Education
Central Connecticut State University 2007 — 2011
Bachelor of Science (BS), Finance
South Windsor High School 2003 — 2007
PIMCO August 2015 - Present
Mellon Capital July 2013 - August 2015
SS&C Technologies July 2012 - June 2013
SS&C Technologies November 2011 - July 2012
BTIG June 2010 - August 2010
Education
Central Connecticut State University 2007 — 2011
Bachelor of Science (BS), Finance
South Windsor High School 2003 — 2007
Peter Plaut's BTIG Experience July 2009 - January 2011
Job Head of Private Placement Origination and Distribution
Industry Financial Services
Experience
Penserra Securities LLC August 2012 - Present
Global Hunter Securities December 2011 - July 2012
MF Global May 2011 - November 2011
Jefferies & Company January 2011 - May 2011
BTIG July 2009 - January 2011
Hovde Capital November 2008 - June 2009
Imperial Capital March 2008 - October 2008
Sanno Point Capital August 2006 - April 2008
Bank of America June 1999 - July 2006
Salomon Brothers June 1993 - June 1999
Skills
HY/Distressed Sales, HY/Distressed/Equity..., Product Sourcing, Portfolio Management, CMBS, Research, Fixed Income, Hedge Funds, Equities, Structured Products, High Yield, Emerging Markets, Bonds, Investments, Credit, Commodity, Equity Research, Securities, Trading, Leveraged Finance, Banking, Financial Markets, Alternative Investments, Asset Management, Investment Banking, Derivatives, Economics, Bloomberg, Loans, Capital Markets, Equity Derivatives, Structured Finance, Private Equity, Finance, Financial Risk, Financial Institutions, Credit Derivatives, Valuation, Electronic Trading, Equity Trading, Series 63, Capital, Financial Modeling, Trading Systems, Collaborative Problem..., Cross Functional Team...
Education
Rensselaer Polytechnic Institute 1985 — 1989
BS, Management Information Systems, Economics, Computer Science
Rensselaer Polytechnic Institute 1985 — 1989
Bachelor of Science, Management Information Systems
Penserra Securities LLC August 2012 - Present
Global Hunter Securities December 2011 - July 2012
MF Global May 2011 - November 2011
Jefferies & Company January 2011 - May 2011
BTIG July 2009 - January 2011
Hovde Capital November 2008 - June 2009
Imperial Capital March 2008 - October 2008
Sanno Point Capital August 2006 - April 2008
Bank of America June 1999 - July 2006
Salomon Brothers June 1993 - June 1999
Skills
HY/Distressed Sales, HY/Distressed/Equity..., Product Sourcing, Portfolio Management, CMBS, Research, Fixed Income, Hedge Funds, Equities, Structured Products, High Yield, Emerging Markets, Bonds, Investments, Credit, Commodity, Equity Research, Securities, Trading, Leveraged Finance, Banking, Financial Markets, Alternative Investments, Asset Management, Investment Banking, Derivatives, Economics, Bloomberg, Loans, Capital Markets, Equity Derivatives, Structured Finance, Private Equity, Finance, Financial Risk, Financial Institutions, Credit Derivatives, Valuation, Electronic Trading, Equity Trading, Series 63, Capital, Financial Modeling, Trading Systems, Collaborative Problem..., Cross Functional Team...
Education
Rensselaer Polytechnic Institute 1985 — 1989
BS, Management Information Systems, Economics, Computer Science
Rensselaer Polytechnic Institute 1985 — 1989
Bachelor of Science, Management Information Systems
Ryan Freberg Ryan Freberg's BTIG Experience May 2012 - July 2012
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS July 2015 - Present
Morgan Stanley December 2012 - July 2015
BTIG May 2012 - July 2012
The Planning Group of Scottsdale, LLC August 2010 - May 2012
Kvichak Anglers August 2009 - August 2010
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
Arizona State University - W. P. Carey School of Business
Finance, General
UBS July 2015 - Present
Morgan Stanley December 2012 - July 2015
BTIG May 2012 - July 2012
The Planning Group of Scottsdale, LLC August 2010 - May 2012
Kvichak Anglers August 2009 - August 2010
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
Arizona State University - W. P. Carey School of Business
Finance, General
Nathan Riley's BTIG Experience October 2008 - Present
Job Equity Sales Trader
Industry Financial Services
Experience
BTIG October 2008 - Present
Merck December 2006 - May 2008
Skills
Series 63, Equity Trading, Series 7, Trading, Bloomberg, FINRA, Electronic Trading, Market Intelligence, Bloomberg Terminal, Trading Systems, Alternative Investments, Securities, Series 55, Fidessa, ETFs, Equities
Education
Florida State University 2000 — 2004
BS, Finance
BTIG October 2008 - Present
Merck December 2006 - May 2008
Skills
Series 63, Equity Trading, Series 7, Trading, Bloomberg, FINRA, Electronic Trading, Market Intelligence, Bloomberg Terminal, Trading Systems, Alternative Investments, Securities, Series 55, Fidessa, ETFs, Equities
Education
Florida State University 2000 — 2004
BS, Finance
Marc Kaplan Marc Kaplan's BTIG Experience December 2012 - February 2015
Job Director, Equity Trading Solutions at Wallachbeth Capital
Industry Capital Markets
Experience
WallachBeth Capital March 2015 - Present
Planting in my Garden Leave. February 2015 - March 2015
BTIG December 2012 - February 2015
BTIG July 2009 - February 2015
Tethys Technology November 2007 - May 2009
Friedman Billings Ramsey August 2006 - July 2007
Miletus Trading September 2003 - May 2006
Thales Fund Management March 2002 - January 2004
NDB Capital Markets 1999 - 2001
Value Line Asset Management September 1994 - September 1999
Skills
Bloomberg, Trading, Options, Program Trading, Market Structure, Sourcing Liquidity, Electronic Trading, Trading Strategies, Institutional Sales, Operational Efficiency, Marketing, Technical Analysis, Relationship Management, Trading Systems, Equity Trading, Equities, Portfolio Management, Hedge Funds, Equity Derivatives, Financial Markets, Derivatives, ETFs, Series 7, Proprietary Trading, Market Data, Fixed Income
Education
State University of New York at Stony Brook 1989 — 1994
Bachelor of Arts (B.A.)
North Shore High School 1981 — 1989
WallachBeth Capital March 2015 - Present
Planting in my Garden Leave. February 2015 - March 2015
BTIG December 2012 - February 2015
BTIG July 2009 - February 2015
Tethys Technology November 2007 - May 2009
Friedman Billings Ramsey August 2006 - July 2007
Miletus Trading September 2003 - May 2006
Thales Fund Management March 2002 - January 2004
NDB Capital Markets 1999 - 2001
Value Line Asset Management September 1994 - September 1999
Skills
Bloomberg, Trading, Options, Program Trading, Market Structure, Sourcing Liquidity, Electronic Trading, Trading Strategies, Institutional Sales, Operational Efficiency, Marketing, Technical Analysis, Relationship Management, Trading Systems, Equity Trading, Equities, Portfolio Management, Hedge Funds, Equity Derivatives, Financial Markets, Derivatives, ETFs, Series 7, Proprietary Trading, Market Data, Fixed Income
Education
State University of New York at Stony Brook 1989 — 1994
Bachelor of Arts (B.A.)
North Shore High School 1981 — 1989
Meagan Rossin Meagan Rossin's BTIG Experience April 2015 - Present
Job Associate at BTIG
Industry Mental Health Care
Experience
BTIG April 2015 - Present
San Francisco Night Ministry June 2014 - Present
Cornell University January 2014 - Present
Coursera August 2014 - March 2015
Ritchie Tye Consulting July 2012 - August 2013
Various corporate/educational institutions December 2010 - August 2013
Cornell Women's Network May 2011 - May 2012
The Whistling Shrimp January 2010 - May 2012
Cornell Fitness Centers September 2009 - May 2012
Ritchie Tye Consulting June 2011 - August 2011
Skills
Public Speaking, Editing, Training, Community Outreach, Leadership, Nonprofits, HTML, HTML5, Organizational..., Social Networking, Quality Assurance, Networking, Project Management, Start-ups, Microsoft Office, Creative Solutions, Organizational &..., Microsoft Excel, Microsoft Word, Event Planning
Education
Cornell University 2009 — 2012
BA, English
New York University 2008 — 2009
Bachelor of Fine Arts (BFA), Drama, Tisch School of the Arts
The Bishop's School
The Bishop's School
The Bishop's School
BTIG April 2015 - Present
San Francisco Night Ministry June 2014 - Present
Cornell University January 2014 - Present
Coursera August 2014 - March 2015
Ritchie Tye Consulting July 2012 - August 2013
Various corporate/educational institutions December 2010 - August 2013
Cornell Women's Network May 2011 - May 2012
The Whistling Shrimp January 2010 - May 2012
Cornell Fitness Centers September 2009 - May 2012
Ritchie Tye Consulting June 2011 - August 2011
Skills
Public Speaking, Editing, Training, Community Outreach, Leadership, Nonprofits, HTML, HTML5, Organizational..., Social Networking, Quality Assurance, Networking, Project Management, Start-ups, Microsoft Office, Creative Solutions, Organizational &..., Microsoft Excel, Microsoft Word, Event Planning
Education
Cornell University 2009 — 2012
BA, English
New York University 2008 — 2009
Bachelor of Fine Arts (BFA), Drama, Tisch School of the Arts
The Bishop's School
The Bishop's School
The Bishop's School
Christopher Sula's BTIG Experience October 2011 - Present
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG October 2011 - Present
Knight Capital Group November 2002 - August 2011
Merrill Lynch July 1994 - October 2002
Skills
Trading, Equity Trading, Bloomberg, Fidessa
Education
University of Chicago GSB 1993 — 1995
MBA, Finance & Accounting
University of Missouri-Columbia 1986 — 1990
BSBA, Finance & Real Estate, Graduated Summa Cum Laude
BTIG October 2011 - Present
Knight Capital Group November 2002 - August 2011
Merrill Lynch July 1994 - October 2002
Skills
Trading, Equity Trading, Bloomberg, Fidessa
Education
University of Chicago GSB 1993 — 1995
MBA, Finance & Accounting
University of Missouri-Columbia 1986 — 1990
BSBA, Finance & Real Estate, Graduated Summa Cum Laude
Moses Benny's BTIG Experience 2009 - 2010
Job Merchandise Buyer at Teespring
Industry Apparel & Fashion
Experience
Teespring January 2015 - Present
Gap Inc./Old Navy February 2013 - December 2014
Gap / Gap Inc. December 2011 - February 2013
Gap Inc. March 2011 - November 2011
BTIG 2009 - 2010
Landmark Ventures 2008 - 2009
Park West Homes 2005 - 2007
Malandro Clothing Company 2004 - 2005
Skills
Analysis, Fashion, Apparel, Financial Modeling, Market Research, Marketing, Merchandising, Product Development, Retail, Sales, Strategic Planning, Marketing Strategy, Training, Start-ups
Education
University of California, Berkeley 2001 — 2005
Bachelor of Arts
Stanford University
Savannah College of Art and Design
Teespring January 2015 - Present
Gap Inc./Old Navy February 2013 - December 2014
Gap / Gap Inc. December 2011 - February 2013
Gap Inc. March 2011 - November 2011
BTIG 2009 - 2010
Landmark Ventures 2008 - 2009
Park West Homes 2005 - 2007
Malandro Clothing Company 2004 - 2005
Skills
Analysis, Fashion, Apparel, Financial Modeling, Market Research, Marketing, Merchandising, Product Development, Retail, Sales, Strategic Planning, Marketing Strategy, Training, Start-ups
Education
University of California, Berkeley 2001 — 2005
Bachelor of Arts
Stanford University
Savannah College of Art and Design
Dan Greenhaus Dan Greenhaus's BTIG Experience June 2011 - Present
Job Chief Global Strategist at BTIG
Industry Financial Services
Experience
BTIG June 2011 - Present
Miller Tabak July 2004 - June 2011
Skills
Strategy, Options, Bloomberg, Equity Research, Hedge Funds, Derivatives, Equities, Trading, Fixed Income, Economic Research, Financial Modeling
Education
State University of New York College at Buffalo 1995 — 1999
BA, Business
BTIG June 2011 - Present
Miller Tabak July 2004 - June 2011
Skills
Strategy, Options, Bloomberg, Equity Research, Hedge Funds, Derivatives, Equities, Trading, Fixed Income, Economic Research, Financial Modeling
Education
State University of New York College at Buffalo 1995 — 1999
BA, Business
Robert Bergin Robert Bergin's BTIG Experience October 2013 - March 2015
Job Account Executive
Industry Financial Services
Experience
Canon Solutions America March 2015 - Present
BTIG October 2013 - March 2015
ICAP November 2010 - April 2013
CME Group March 1988 - May 2010
Skills
Commodity, Electronic Trading..., Options, Trading Systems, Trading Strategies, Trading, Proprietary Trading, Electronic Trading, Hedging, Derivatives, Financial Markets, FX Options, Fixed Income, Equities, Foreign Exchange, Hedge Funds, Market Making, Alternative Investments, Technical Analysis, Options Strategies, Equity Trading, Bloomberg, Capital Markets, FX trading, Currency, Portfolio Management, ETFs, Traders, Equity Derivatives, Swaps, FINRA, Commodity Markets, Arbitrage, Bonds, Interest Rate...
Education
Marquette University
Canon Solutions America March 2015 - Present
BTIG October 2013 - March 2015
ICAP November 2010 - April 2013
CME Group March 1988 - May 2010
Skills
Commodity, Electronic Trading..., Options, Trading Systems, Trading Strategies, Trading, Proprietary Trading, Electronic Trading, Hedging, Derivatives, Financial Markets, FX Options, Fixed Income, Equities, Foreign Exchange, Hedge Funds, Market Making, Alternative Investments, Technical Analysis, Options Strategies, Equity Trading, Bloomberg, Capital Markets, FX trading, Currency, Portfolio Management, ETFs, Traders, Equity Derivatives, Swaps, FINRA, Commodity Markets, Arbitrage, Bonds, Interest Rate...
Education
Marquette University
Curtis Gooch Curtis Gooch's BTIG Experience June 2008 - Present
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG June 2008 - Present
Merrill Lynch- Corporate and Institutional Client Group February 1998 - May 2008
Skills
Series 7, Series 63, Series 55, Equities, Trading, Equity Trading, Equity Research, Electronic Trading, Trading Systems, Options, Bloomberg, Hedge Funds, Alternative Investments, Portfolio Management, FINRA, ETFs, Asset Managment, Series 24, Securities, Asset Allocation, Asset Management
Education
Colby Sawyer College 1990 — 1994
BS, Communications
Pomfret School 1985 — 1989
BTIG June 2008 - Present
Merrill Lynch- Corporate and Institutional Client Group February 1998 - May 2008
Skills
Series 7, Series 63, Series 55, Equities, Trading, Equity Trading, Equity Research, Electronic Trading, Trading Systems, Options, Bloomberg, Hedge Funds, Alternative Investments, Portfolio Management, FINRA, ETFs, Asset Managment, Series 24, Securities, Asset Allocation, Asset Management
Education
Colby Sawyer College 1990 — 1994
BS, Communications
Pomfret School 1985 — 1989
Bernadette Reed Bernadette Reed's BTIG Experience May 2008 - Present
Job Senior Vice PresidentPrime Brokerage Sales
Industry Financial Services
Experience
BTIG May 2008 - Present
UBS Investment Bank August 2006 - May 2008
RBC Capital Markets January 1998 - December 2001
Janney Montgomery Scott July 1996 - December 1997
Skills
Hedge Funds, Equities, Alternative Investments, Prime Brokerage, Series 7, Series 63, Fixed Income, Bloomberg, Trading, Capital Markets, Electronic Trading, Equity Trading, Securities, Derivatives, Trading Systems, Financial Services, Fund Administration, Bloomberg Terminal, Operational Due..., Credit Derivatives, Institutional..., Series 55, Series 25, Canadian Securities..., Commodity, FX trading, Hedging, Investment Strategies, Currency, Emerging Markets, Mutual Funds, Trading Strategies, FX Options, Investment Management, Foreign Exchange, Settlement, Private Equity, High Yield, Wealth Management, Financial Analysis, Due Diligence, Equity Valuation, Structured Finance, Securities Lending
Education
City University of New York-Hunter College 1995 — 1996
BA, English/Spanish
Fordham University 1994 — 1995
Muhlenberg College 1992 — 1995
BTIG May 2008 - Present
UBS Investment Bank August 2006 - May 2008
RBC Capital Markets January 1998 - December 2001
Janney Montgomery Scott July 1996 - December 1997
Skills
Hedge Funds, Equities, Alternative Investments, Prime Brokerage, Series 7, Series 63, Fixed Income, Bloomberg, Trading, Capital Markets, Electronic Trading, Equity Trading, Securities, Derivatives, Trading Systems, Financial Services, Fund Administration, Bloomberg Terminal, Operational Due..., Credit Derivatives, Institutional..., Series 55, Series 25, Canadian Securities..., Commodity, FX trading, Hedging, Investment Strategies, Currency, Emerging Markets, Mutual Funds, Trading Strategies, FX Options, Investment Management, Foreign Exchange, Settlement, Private Equity, High Yield, Wealth Management, Financial Analysis, Due Diligence, Equity Valuation, Structured Finance, Securities Lending
Education
City University of New York-Hunter College 1995 — 1996
BA, English/Spanish
Fordham University 1994 — 1995
Muhlenberg College 1992 — 1995
Catherine McWilliams Catherine McWilliams's BTIG Experience October 2009 - Present
Job Managing Director Capital Introduction at BTIG
Industry Financial Services
Experience
BTIG October 2009 - Present
UBS Investment Bank May 2007 - October 2009
FirstWorthing August 2004 - May 2007
Skills
Asset Managment, Alternative Investments, Hedge Funds
Education
The University of Texas at Austin 2000 — 2004
BBA
BTIG October 2009 - Present
UBS Investment Bank May 2007 - October 2009
FirstWorthing August 2004 - May 2007
Skills
Asset Managment, Alternative Investments, Hedge Funds
Education
The University of Texas at Austin 2000 — 2004
BBA
Greer Beauregard Greer Beauregard's BTIG Experience January 2012 - Present
Job Vice President, Prime Brokerage at BTIG
Industry Financial Services
Experience
BTIG January 2012 - Present
Syringex Medical Inc. December 2011 - January 2012
Redwood Partners May 2007 - December 2011
Rosedale Capital May 2010 - June 2010
IcedMedia December 2009 - January 2010
Internet Advertising Institute November 2009 - January 2010
Redwood Partners Ltd June 2007 - January 2009
Oracle Advisory Services May 2007 - May 2007
Skills
Marketing, Venture Capital, Hedge Funds, Investments, Valuation, Bloomberg, Leadership, Alternative Investments, Bloomberg Terminal, Portfolio Management, Financial Modeling, Mutual Funds
Education
Loyola University Maryland 2007 — 2011
Bachelor of Business Administration, Economics
Monash University 2009 — 2009
Bachelor of Business Administration, Economics
Marymount School of New York 2003 — 2007
BTIG January 2012 - Present
Syringex Medical Inc. December 2011 - January 2012
Redwood Partners May 2007 - December 2011
Rosedale Capital May 2010 - June 2010
IcedMedia December 2009 - January 2010
Internet Advertising Institute November 2009 - January 2010
Redwood Partners Ltd June 2007 - January 2009
Oracle Advisory Services May 2007 - May 2007
Skills
Marketing, Venture Capital, Hedge Funds, Investments, Valuation, Bloomberg, Leadership, Alternative Investments, Bloomberg Terminal, Portfolio Management, Financial Modeling, Mutual Funds
Education
Loyola University Maryland 2007 — 2011
Bachelor of Business Administration, Economics
Monash University 2009 — 2009
Bachelor of Business Administration, Economics
Marymount School of New York 2003 — 2007
Brian Toal's BTIG Experience January 2015 - Present
Job Associate at BTIG
Industry Sports
Experience
BTIG January 2015 - Present
Knight Capital Group May 2012 - October 2014
New York Jets March 2011 - September 2011
Las Vegas Locomotives 2009 - 2010
Skills
Series 7, Series 63, Bloomberg, Equities, FINRA, Investments, Securities, Sports, Sales, Public Speaking, Equity Trading, Cold Calling, Alternative Investments, Capital Markets, Fixed Income, Marketing, Microsoft Excel, Mutual Funds, Social Media, Customer Satisfaction
Education
Boston College 2004 — 2008
Bachelor's degree, Communications
Don Bosco Prep 2000 — 2004
BTIG January 2015 - Present
Knight Capital Group May 2012 - October 2014
New York Jets March 2011 - September 2011
Las Vegas Locomotives 2009 - 2010
Skills
Series 7, Series 63, Bloomberg, Equities, FINRA, Investments, Securities, Sports, Sales, Public Speaking, Equity Trading, Cold Calling, Alternative Investments, Capital Markets, Fixed Income, Marketing, Microsoft Excel, Mutual Funds, Social Media, Customer Satisfaction
Education
Boston College 2004 — 2008
Bachelor's degree, Communications
Don Bosco Prep 2000 — 2004
Antonio Fco Lopez Torrero Antonio Fco Lopez Torrero's BTIG Experience November 2009 - November 2010
Job JPMorgan
Industry Banking
Experience
JPMorgan Chase November 2012 - Present
Deustche Bank Private Wealth Management November 2010 - November 2012
BTIG November 2009 - November 2010
Ropemaker Capital January 2009 - November 2009
Marathon Asset Management September 2003 - July 2008
Merrill Lynch August 1996 - September 2003
Analistas Financieros Internacionales June 1993 - July 1994
Spanish Air Force September 1992 - June 1993
Skills
Derivatives, Hedge Funds, Emerging Markets, Fixed Income
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
MBA, Financial Engineering
Universidad Complutense de Madrid 1990 — 1992
Economics, Quantitative Methods
Universidad San Pablo-CEU 1987 — 1990
Ciencias Económicas
JPMorgan Chase November 2012 - Present
Deustche Bank Private Wealth Management November 2010 - November 2012
BTIG November 2009 - November 2010
Ropemaker Capital January 2009 - November 2009
Marathon Asset Management September 2003 - July 2008
Merrill Lynch August 1996 - September 2003
Analistas Financieros Internacionales June 1993 - July 1994
Spanish Air Force September 1992 - June 1993
Skills
Derivatives, Hedge Funds, Emerging Markets, Fixed Income
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
MBA, Financial Engineering
Universidad Complutense de Madrid 1990 — 1992
Economics, Quantitative Methods
Universidad San Pablo-CEU 1987 — 1990
Ciencias Económicas
Paul Kearney's BTIG Experience April 2015 - Present
Job Equity Research at BTIG
Industry Financial Services
Experience
BTIG April 2015 - Present
MLV January 2013 - December 2014
Fordham University September 2011 - May 2013
Tesla Motors May 2012 - January 2013
Maersk Broker January 2011 - May 2011
Pernod Ricard May 2010 - January 2011
Skills
Financial Modeling, Management Consulting, Financial Analysis, Investments, Strategic Planning, New Business Development, Valuation, Strategic Financial..., Business Strategy, Management
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance
Loyola College in Maryland 2005 — 2009
BBA, International Business, Economics
BTIG April 2015 - Present
MLV January 2013 - December 2014
Fordham University September 2011 - May 2013
Tesla Motors May 2012 - January 2013
Maersk Broker January 2011 - May 2011
Pernod Ricard May 2010 - January 2011
Skills
Financial Modeling, Management Consulting, Financial Analysis, Investments, Strategic Planning, New Business Development, Valuation, Strategic Financial..., Business Strategy, Management
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance
Loyola College in Maryland 2005 — 2009
BBA, International Business, Economics
Dogukan Aksoy Dogukan Aksoy's BTIG Experience June 2015 - Present
Job US Equity & Options Desk
Industry Capital Markets
Experience
BTIG June 2015 - Present
Cantor Fitzgerald February 2012 - May 2015
Cantor Fitzgerald June 2011 - February 2012
New York University April 2010 - January 2012
UN April 2010 - January 2011
Deloitte Turkey August 2008 - May 2009
Skills
Bloomberg Terminal, Equities, Financial Modeling, Trading, Strategy, Economics, Investments, Bloomberg, Corporate Finance, Derivatives, Fixed Income, Valuation, Financial Markets, Finance, Emerging Markets, Investment Banking
Education
Koc University 2003 — 2008
BS, Business Administration
New York University
BTIG June 2015 - Present
Cantor Fitzgerald February 2012 - May 2015
Cantor Fitzgerald June 2011 - February 2012
New York University April 2010 - January 2012
UN April 2010 - January 2011
Deloitte Turkey August 2008 - May 2009
Skills
Bloomberg Terminal, Equities, Financial Modeling, Trading, Strategy, Economics, Investments, Bloomberg, Corporate Finance, Derivatives, Fixed Income, Valuation, Financial Markets, Finance, Emerging Markets, Investment Banking
Education
Koc University 2003 — 2008
BS, Business Administration
New York University
Raed Jamal Raed Jamal's BTIG Experience January 2012 - Present
Job Vice President at BTIG
Industry Financial Services
Experience
BTIG January 2012 - Present
The Conifer Group, LLC May 2011 - December 2011
Bank of America March 1999 - March 2011
Franklin Templeton Group October 1997 - February 1999
Skills
Financial Analysis, Securities, Accounting, Equities, Fixed Income, Series 7, Capital Markets, Bloomberg, Financial Services, Finance, Asset Management, Portfolio Management, Valuation, Alternative Investments, Hedge Funds, Financial Modeling, Investments
Education
California State University-Hayward - School of Business and Economics
BS, MBA, - Finance, Management Science
BTIG January 2012 - Present
The Conifer Group, LLC May 2011 - December 2011
Bank of America March 1999 - March 2011
Franklin Templeton Group October 1997 - February 1999
Skills
Financial Analysis, Securities, Accounting, Equities, Fixed Income, Series 7, Capital Markets, Bloomberg, Financial Services, Finance, Asset Management, Portfolio Management, Valuation, Alternative Investments, Hedge Funds, Financial Modeling, Investments
Education
California State University-Hayward - School of Business and Economics
BS, MBA, - Finance, Management Science
Chet Bhan Chet Bhan's BTIG Experience September 2010 - Present
Job International Equities Trader V.P. at BTIG
Industry Financial Services
Experience
BTIG September 2010 - Present
Skills
Series 7, Series 63, Series 55, Trading, Bloomberg, Microsoft Office, Word, Excel, PowerPoint
Education
Albion College 2006 — 2010
BS, Economics
BTIG September 2010 - Present
Skills
Series 7, Series 63, Series 55, Trading, Bloomberg, Microsoft Office, Word, Excel, PowerPoint
Education
Albion College 2006 — 2010
BS, Economics
Kristin Staub Kristin Staub's BTIG Experience June 2012 - Present
Job Vice President, Capital Introduction at BTIG
Industry Financial Services
Experience
BTIG June 2012 - Present
Skills
Hedge Funds, Series 7, Series 63
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
BTIG June 2012 - Present
Skills
Hedge Funds, Series 7, Series 63
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Conner Scott's BTIG Experience July 2015 - Present
Job Trading Associate at BTIG
Industry Financial Services
Experience
BTIG July 2015 - Present
Professional Capital Services May 2014 - August 2014
Gofen & Glossberg May 2013 - August 2013
Power Solutions International, Inc. May 2012 - August 2012
Martin Investment Management, LLC May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Economics, Financial Analysis, Valuation, Market Research, Data Analysis, Statistics, Marketing, Sales, Leadership, Teamwork
Education
University of Pennsylvania - The Wharton School 2010 — 2014
BS in Economics, Concentration in Marketing/Management
Deerfield Academy 2006 — 2010
New Trier High School 2005 — 2006
BTIG July 2015 - Present
Professional Capital Services May 2014 - August 2014
Gofen & Glossberg May 2013 - August 2013
Power Solutions International, Inc. May 2012 - August 2012
Martin Investment Management, LLC May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Economics, Financial Analysis, Valuation, Market Research, Data Analysis, Statistics, Marketing, Sales, Leadership, Teamwork
Education
University of Pennsylvania - The Wharton School 2010 — 2014
BS in Economics, Concentration in Marketing/Management
Deerfield Academy 2006 — 2010
New Trier High School 2005 — 2006
Peter Tarrant's BTIG Experience October 2002 - Present
Job Head of Capital Introduction
Industry Investment Management
Experience
BTIG October 2002 - Present
Hotovec Pomeranz & Co. October 2001 - October 2002
Banc of America Securities October 1998 - May 2001
Montgomery Securities January 1996 - October 1998
Montgomery Securities June 1994 - October 1996
Education
University of Colorado Boulder 1990 — 1993
BA
Kent State
BTIG October 2002 - Present
Hotovec Pomeranz & Co. October 2001 - October 2002
Banc of America Securities October 1998 - May 2001
Montgomery Securities January 1996 - October 1998
Montgomery Securities June 1994 - October 1996
Education
University of Colorado Boulder 1990 — 1993
BA
Kent State
Jennifer Thompson Mermel's BTIG Experience November 2008 - Present
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG November 2008 - Present
BTIG October 2003 - November 2008
Sothebys 2001 - 2002
Goldman Sachs 2001 - 2001
Spear Leeds and Kellogg 1999 - 2001
NDB Capital 1995 - 1999
Skills
Trading, Executive Management, Confidentiality, Employee Management, Business Expansion, Contract Management, Public Relations, Human Resources, Content Management, Writing, Crisis Management, Cost Reduction, Lease Administration, Business Planning, Contract Negotiation, Equity Trading, Sell Side, Equities, Partnerships, Web Content, Press Releases, Media Relations, Team Building, Incentive Programs, Employee Benefits, Employee Handbooks, New Hire Orientation, Terminations, International Expansion, Business Process, Hiring, Cost Analysis, Budgeting, Space Planning, Special Events, Customer Relations, Customer Service, Organizational Change, Organizational..., Strategic Partnerships, Partner Management, Facilities Management, Bloomberg, Series 24, Series 7, Series 55, FINRA, Series 63, Trading Systems, Securities
Education
College of the Holy Cross 1988 — 1992
BA, History
Fordham University 1992 — 1994
MA, International Political Economy and Developement
BTIG November 2008 - Present
BTIG October 2003 - November 2008
Sothebys 2001 - 2002
Goldman Sachs 2001 - 2001
Spear Leeds and Kellogg 1999 - 2001
NDB Capital 1995 - 1999
Skills
Trading, Executive Management, Confidentiality, Employee Management, Business Expansion, Contract Management, Public Relations, Human Resources, Content Management, Writing, Crisis Management, Cost Reduction, Lease Administration, Business Planning, Contract Negotiation, Equity Trading, Sell Side, Equities, Partnerships, Web Content, Press Releases, Media Relations, Team Building, Incentive Programs, Employee Benefits, Employee Handbooks, New Hire Orientation, Terminations, International Expansion, Business Process, Hiring, Cost Analysis, Budgeting, Space Planning, Special Events, Customer Relations, Customer Service, Organizational Change, Organizational..., Strategic Partnerships, Partner Management, Facilities Management, Bloomberg, Series 24, Series 7, Series 55, FINRA, Series 63, Trading Systems, Securities
Education
College of the Holy Cross 1988 — 1992
BA, History
Fordham University 1992 — 1994
MA, International Political Economy and Developement
Adam Abele, CFA's BTIG Experience January 2010 - May 2014
Job Derivatives Trader
Industry Capital Markets
Experience
JonesTrading July 2015 - Present
BTIG January 2010 - May 2014
Cutler Group, LP April 2009 - February 2010
DROWST Trading LP July 2007 - March 2009
Group One Trading, LP July 2005 - May 2007
Barclays Capital May 2004 - August 2004
Education
Wake Forest University School of Business 2003 — 2005
MBA
Davidson College 1999 — 2003
BS
JonesTrading July 2015 - Present
BTIG January 2010 - May 2014
Cutler Group, LP April 2009 - February 2010
DROWST Trading LP July 2007 - March 2009
Group One Trading, LP July 2005 - May 2007
Barclays Capital May 2004 - August 2004
Education
Wake Forest University School of Business 2003 — 2005
MBA
Davidson College 1999 — 2003
BS
Matt Biety's BTIG Experience January 2013 - Present
Job
Industry Capital Markets
Experience
BTIG January 2013 - Present
Knight Capital Group March 2007 - Present
Jefferies & Company August 2004 - March 2007
Knight Capital Markets August 2000 - May 2004
Everen Securities, now Wells Fargo May 1999 - July 2000
Big Ten Trading Company at the C.B.O.E. October 1995 - August 1999
Index Futures Group (since acquired by Man Financial) July 1995 - October 1995
Olde Discount Stockbrokers (now part of H&R Block Financial) January 1994 - July 1995
Education
Saint Leo University 1989 — 1994
BA
BTIG January 2013 - Present
Knight Capital Group March 2007 - Present
Jefferies & Company August 2004 - March 2007
Knight Capital Markets August 2000 - May 2004
Everen Securities, now Wells Fargo May 1999 - July 2000
Big Ten Trading Company at the C.B.O.E. October 1995 - August 1999
Index Futures Group (since acquired by Man Financial) July 1995 - October 1995
Olde Discount Stockbrokers (now part of H&R Block Financial) January 1994 - July 1995
Education
Saint Leo University 1989 — 1994
BA
Danny Hurwitz's BTIG Experience March 2006 - Present
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG March 2006 - Present
BTIG, LLC 2006 - 2014
Robertson Stephens 2000 - 2002
Goldman Sachs August 1993 - April 1999
Skills
Hedge Funds, Investments, FX Options, Portfolio Management, Venture Capital, Valuation, Asset Allocation, Equities, Trading Systems, Series 63, Risk Management, Equity Research, High Yield, Proprietary Trading, Investment Banking, Commodity, Securities, Mutual Funds, FINRA, Business Analysis, Financial Services, Financial Markets, Bloomberg, Equity Trading, Private Equity, Series 24, Alternative Investments, Financial Modeling, Capital Markets, Prime Brokerage, Financial Analysis, Credit Derivatives, ETFs, Strategic Planning, Electronic Trading, Financial Risk, Due Diligence, Derivatives, Trading Strategies, Series 7, Equity Derivatives, Trading, Fixed Income, Options, Asset Management, Wealth Management, Market Data, Bonds, Business Development, Executive Management
Education
Northwestern University - Kellogg School of Management 1992 — 1993
Masters of Management
Northwestern University 1981 — 1983
BS Communication Studies
BTIG March 2006 - Present
BTIG, LLC 2006 - 2014
Robertson Stephens 2000 - 2002
Goldman Sachs August 1993 - April 1999
Skills
Hedge Funds, Investments, FX Options, Portfolio Management, Venture Capital, Valuation, Asset Allocation, Equities, Trading Systems, Series 63, Risk Management, Equity Research, High Yield, Proprietary Trading, Investment Banking, Commodity, Securities, Mutual Funds, FINRA, Business Analysis, Financial Services, Financial Markets, Bloomberg, Equity Trading, Private Equity, Series 24, Alternative Investments, Financial Modeling, Capital Markets, Prime Brokerage, Financial Analysis, Credit Derivatives, ETFs, Strategic Planning, Electronic Trading, Financial Risk, Due Diligence, Derivatives, Trading Strategies, Series 7, Equity Derivatives, Trading, Fixed Income, Options, Asset Management, Wealth Management, Market Data, Bonds, Business Development, Executive Management
Education
Northwestern University - Kellogg School of Management 1992 — 1993
Masters of Management
Northwestern University 1981 — 1983
BS Communication Studies
Ronn Black's BTIG Experience November 2007 - August 2008
Job Consultant at Talener (Ent Federal Credit Union)
Industry Computer Software
Experience
Talener November 2014 - Present
Black Tie Software May 2004 - Present
State Compensation Insurance Fund September 2013 - October 2014
Thomson Reuters February 2012 - September 2013
Magenic Technologies January 2010 - February 2012
Robert Half Technology December 2009 - January 2010
BondDesk Group LLC August 2008 - October 2009
BTIG November 2007 - August 2008
Fimat January 2005 - November 2007
Princeton Information Systems February 2003 - May 2004
Skills
C#, Agile Methodologies, WCF, .NET, Web Services, SQL, AJAX, TFS, ASP.NET MVC, ASP.NET, Software Development, XML, jQuery, Web Applications, JavaScript, Software Design, LINQ, CSS, ADO.NET, Architectures, Microsoft SQL Server
Education
DeVry Institute 1980 — 1984
Bachelor’s Degree, Electronics Engineering
City College of San Francisco
Continuing Education, Foreign Language Studies
Talener November 2014 - Present
Black Tie Software May 2004 - Present
State Compensation Insurance Fund September 2013 - October 2014
Thomson Reuters February 2012 - September 2013
Magenic Technologies January 2010 - February 2012
Robert Half Technology December 2009 - January 2010
BondDesk Group LLC August 2008 - October 2009
BTIG November 2007 - August 2008
Fimat January 2005 - November 2007
Princeton Information Systems February 2003 - May 2004
Skills
C#, Agile Methodologies, WCF, .NET, Web Services, SQL, AJAX, TFS, ASP.NET MVC, ASP.NET, Software Development, XML, jQuery, Web Applications, JavaScript, Software Design, LINQ, CSS, ADO.NET, Architectures, Microsoft SQL Server
Education
DeVry Institute 1980 — 1984
Bachelor’s Degree, Electronics Engineering
City College of San Francisco
Continuing Education, Foreign Language Studies
Ali Luisi's BTIG Experience 2005 - 2008
Job Avison Young, Commercial Real Estate
Industry Commercial Real Estate
Experience
Avison Young Commercial Real Estate 2015 - Present
VTB Capital March 2012 - April 2014
ING 2008 - 2012
BTIG 2005 - 2008
Merrill Lynch March 1995 - March 2005
Skills
Investments, Capital Markets, Asset Management, Trading, Sales, Valuation, Hedge Funds, Bloomberg, Portfolio Management, Fixed Income
Education
Bucknell University 1990 — 1994
Avison Young Commercial Real Estate 2015 - Present
VTB Capital March 2012 - April 2014
ING 2008 - 2012
BTIG 2005 - 2008
Merrill Lynch March 1995 - March 2005
Skills
Investments, Capital Markets, Asset Management, Trading, Sales, Valuation, Hedge Funds, Bloomberg, Portfolio Management, Fixed Income
Education
Bucknell University 1990 — 1994
Jean Darsses's BTIG Experience 2013 - Present
Job Director at BTIG
Industry Capital Markets
Experience
BTIG 2013 - Present
BNP Paribas October 2001 - August 2012
Bloomberg LP December 2000 - October 2001
Barclays April 1997 - July 1999
Skills
Trading, Foreign Exchange, FX Options, Derivatives, Electronic Trading, Fixed Income, Financial Markets, Capital Markets, Trading Systems, FX trading, Currency, Hedge Funds, Structured Products, FX Derivatives, Commodity, Swaps, Equity Derivatives, Bloomberg, Project Management, FX, Options
Education
New York University 1985 — 1987
Bachelor of Science (B.S.), Finance
Riverdale Country School 1972 — 1981
HS
BTIG 2013 - Present
BNP Paribas October 2001 - August 2012
Bloomberg LP December 2000 - October 2001
Barclays April 1997 - July 1999
Skills
Trading, Foreign Exchange, FX Options, Derivatives, Electronic Trading, Fixed Income, Financial Markets, Capital Markets, Trading Systems, FX trading, Currency, Hedge Funds, Structured Products, FX Derivatives, Commodity, Swaps, Equity Derivatives, Bloomberg, Project Management, FX, Options
Education
New York University 1985 — 1987
Bachelor of Science (B.S.), Finance
Riverdale Country School 1972 — 1981
HS
Travis Bowlby's BTIG Experience May 2015 - Present
Job Vice President at BTIG
Industry Financial Services
Experience
BTIG May 2015 - Present
TB Creative Technologies March 2014 - Present
Nomura Securities January 2015 - May 2015
IntercontinentalExchange, Inc. April 2012 - January 2015
TradeStation Technologies May 2011 - April 2012
The Bank of New York Mellon April 2009 - May 2011
The Bank of New York Mellon September 2006 - April 2009
Raymond James and Associates August 2005 - July 2006
Skills
Fixed Income, Derivatives, Equities, Options, Investments, Trading Systems, Microsoft SQL Server, Portfolio Management, Capital Markets, Mutual Funds, FX trading, Electronic Trading, Technical Analysis, Perl, Software Quality..., Equity Derivatives, Microsoft Office, Agile Project Management, SQL, Accounting, Corporate Actions, Banking, Finance, HTML, CSS, Agile Testing, Scrum, FIX, Series 3, FX Hedging, Options Strategies, Web Development, Back Office, Middle Office, Stock Trading, Fixed Income Trading, Margin, Margin Analysis, IPO, International Equities, SWIFT, SWIFT messaging, ACH, MS Office Suite, Microsoft Office 2003, Microsoft Office 2007, Windows 7, JavaScript, AJAX, P2P Lending
Education
Eastern New Mexico University 2015 — 2017
Master of Business Administration (M.B.A.)
Western Governors University 2014 — 2015
Bachelor of Science (B.S.), Information Technology
St. Petersburg College 2003 — 2006
A.A. with Honors, Accounting and Finance
BTIG May 2015 - Present
TB Creative Technologies March 2014 - Present
Nomura Securities January 2015 - May 2015
IntercontinentalExchange, Inc. April 2012 - January 2015
TradeStation Technologies May 2011 - April 2012
The Bank of New York Mellon April 2009 - May 2011
The Bank of New York Mellon September 2006 - April 2009
Raymond James and Associates August 2005 - July 2006
Skills
Fixed Income, Derivatives, Equities, Options, Investments, Trading Systems, Microsoft SQL Server, Portfolio Management, Capital Markets, Mutual Funds, FX trading, Electronic Trading, Technical Analysis, Perl, Software Quality..., Equity Derivatives, Microsoft Office, Agile Project Management, SQL, Accounting, Corporate Actions, Banking, Finance, HTML, CSS, Agile Testing, Scrum, FIX, Series 3, FX Hedging, Options Strategies, Web Development, Back Office, Middle Office, Stock Trading, Fixed Income Trading, Margin, Margin Analysis, IPO, International Equities, SWIFT, SWIFT messaging, ACH, MS Office Suite, Microsoft Office 2003, Microsoft Office 2007, Windows 7, JavaScript, AJAX, P2P Lending
Education
Eastern New Mexico University 2015 — 2017
Master of Business Administration (M.B.A.)
Western Governors University 2014 — 2015
Bachelor of Science (B.S.), Information Technology
St. Petersburg College 2003 — 2006
A.A. with Honors, Accounting and Finance
Tom Stockman's BTIG Experience March 2010 - Present
Job none
Industry Dairy
Experience
BTIG March 2010 - Present
Education
Stanford University 2001 — 2003
BTIG March 2010 - Present
Education
Stanford University 2001 — 2003
Anthony Palladino's BTIG Experience December 2009 - Present
Job Senior Vice President of Technology at BTIG
Industry Computer Software
Experience
BTIG December 2009 - Present
Structural Wealth Management, LLC October 2007 - April 2009
Miria Systems April 2007 - September 2007
Memry Corporation 2001 - 2005
Skills
XML, SQL, JavaScript, Java, PHP, C#, ASP.NET, Web Development, Software Development, FIX, Trading Systems, ASP.NET MVC, MVC, jQuery, WCF, Razor, SSRS
Education
San Jose State University
Bachelor of Science (BS), Software Engineering
BTIG December 2009 - Present
Structural Wealth Management, LLC October 2007 - April 2009
Miria Systems April 2007 - September 2007
Memry Corporation 2001 - 2005
Skills
XML, SQL, JavaScript, Java, PHP, C#, ASP.NET, Web Development, Software Development, FIX, Trading Systems, ASP.NET MVC, MVC, jQuery, WCF, Razor, SSRS
Education
San Jose State University
Bachelor of Science (BS), Software Engineering
Connors, Kevin's BTIG Experience April 2007 - Present
Job Senior Vice President Outsource/Institutional Trading
Industry Financial Services
Experience
BTIG April 2007 - Present
Skills
Series 7, Series 63, Bloomberg, Equities, Securities, Excel, Microsoft Office, Trading Systems, Negotiation, Trading, Options
Education
Marist College 2002 — 2006
BTIG April 2007 - Present
Skills
Series 7, Series 63, Bloomberg, Equities, Securities, Excel, Microsoft Office, Trading Systems, Negotiation, Trading, Options
Education
Marist College 2002 — 2006
Lisa Scanlon's BTIG Experience May 2007 - Present
Job Director of Human Resources at BTIG
Industry Financial Services
Experience
BTIG May 2007 - Present
Education
The University of Akron 1990 — 1993
Kent State University 1988 — 1990
BTIG May 2007 - Present
Education
The University of Akron 1990 — 1993
Kent State University 1988 — 1990
Paul Vulpis's BTIG Experience January 2012 - Present
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG January 2012 - Present
BTIG August 2007 - December 2011
UBS Investment Bank April 2005 - July 2007
ABN AMRO Bank N.V. March 2003 - April 2005
ING June 2000 - March 2003
Skills
Hedge Funds, Series 7, Equities, Series 63, Fixed Income, Securities, Options, Derivatives, FINRA, Portfolio Management
Education
Michigan State University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Hotel, Motel, and Restaurant Management
BTIG January 2012 - Present
BTIG August 2007 - December 2011
UBS Investment Bank April 2005 - July 2007
ABN AMRO Bank N.V. March 2003 - April 2005
ING June 2000 - March 2003
Skills
Hedge Funds, Series 7, Equities, Series 63, Fixed Income, Securities, Options, Derivatives, FINRA, Portfolio Management
Education
Michigan State University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Hotel, Motel, and Restaurant Management
Tyler Duke's BTIG Experience December 2007 - Present
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG December 2007 - Present
Jefferies & Company June 2004 - October 2007
Education
Ohio University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
trinity high school
windsor wildcats
BTIG December 2007 - Present
Jefferies & Company June 2004 - October 2007
Education
Ohio University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
trinity high school
windsor wildcats
Paul Bowers's BTIG Experience October 2008 - February 2009
Job Managing Director Lakeview Capital Partners
Industry Investment Management
Experience
Lakeview Capital Partners December 2014 - Present
Merrill Lynch September 2012 - December 2014
Independent Financial Professional January 2011 - August 2012
Oppenheimer & Co. March 2010 - December 2010
Independent Financial Professional March 2009 - February 2010
BTIG October 2008 - February 2009
Lehman Brothers May 2004 - January 2008
Lazard Freres & Co. 2002 - 2003
Octagon Asset Advisory LLC September 2001 - November 2002
Bear Stearns September 1986 - April 2001
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Markets, Trading, Derivatives, Investment Banking, Asset Managment, Financial Markets, ETFs, Options, Portfolio Management, Bloomberg, Investments, Technical Analysis, Electronic Trading, Equity Trading, Trading Systems, Equity Derivatives, Asset Allocation, Asset Management, Bonds, Commodity, Emerging Markets, Equity Research, Equity Valuation, FX Options, FINRA, Financial Advisory, Financial Modeling, Financial Risk, Financial Services, Financial Structuring, Fund Of Funds, Hedging, Investment Advisory, Investment Management, Investment Strategies, Investor Relations, Mutual Funds, Private Equity, Proprietary Trading, Restructuring, Securities, Series 63, Series 7, Structured Products, Trading Strategies, Valuation
Education
Texas Christian University - M.J. Neeley School of Business 1984 — 1986
Bachelor of Business Administration (BBA), Finance & Economics
University of Miami (FL) 1982 — 1984
Lakeview Capital Partners December 2014 - Present
Merrill Lynch September 2012 - December 2014
Independent Financial Professional January 2011 - August 2012
Oppenheimer & Co. March 2010 - December 2010
Independent Financial Professional March 2009 - February 2010
BTIG October 2008 - February 2009
Lehman Brothers May 2004 - January 2008
Lazard Freres & Co. 2002 - 2003
Octagon Asset Advisory LLC September 2001 - November 2002
Bear Stearns September 1986 - April 2001
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Markets, Trading, Derivatives, Investment Banking, Asset Managment, Financial Markets, ETFs, Options, Portfolio Management, Bloomberg, Investments, Technical Analysis, Electronic Trading, Equity Trading, Trading Systems, Equity Derivatives, Asset Allocation, Asset Management, Bonds, Commodity, Emerging Markets, Equity Research, Equity Valuation, FX Options, FINRA, Financial Advisory, Financial Modeling, Financial Risk, Financial Services, Financial Structuring, Fund Of Funds, Hedging, Investment Advisory, Investment Management, Investment Strategies, Investor Relations, Mutual Funds, Private Equity, Proprietary Trading, Restructuring, Securities, Series 63, Series 7, Structured Products, Trading Strategies, Valuation
Education
Texas Christian University - M.J. Neeley School of Business 1984 — 1986
Bachelor of Business Administration (BBA), Finance & Economics
University of Miami (FL) 1982 — 1984
David Dellacato's BTIG Experience 2007 - 2011
Job Institutional Sales & Trading
Industry Investment Management
Experience
MKM Partners September 2011 - Present
MKM Partners 2011 - 2013
BTIG 2007 - 2011
Kellogg Partners 2003 - 2006
Skills
Equity Trading, Series 7, Series 63, Hedge Funds, Equities, Trading, Electronic Trading, Bloomberg, Securities, Trading Systems, Equity Research, Options
Education
Purdue University 1987 — 1991
Shelton High School
MKM Partners September 2011 - Present
MKM Partners 2011 - 2013
BTIG 2007 - 2011
Kellogg Partners 2003 - 2006
Skills
Equity Trading, Series 7, Series 63, Hedge Funds, Equities, Trading, Electronic Trading, Bloomberg, Securities, Trading Systems, Equity Research, Options
Education
Purdue University 1987 — 1991
Shelton High School
Sean Lavin's BTIG Experience November 2013 - Present
Job Medical Technology Analyst at BTIG
Industry Medical Devices
Experience
BTIG November 2013 - Present
Lazard Capital Markets March 2008 - October 2013
Oppenheimer & Co. November 2006 - January 2008
Skills
Medical Devices, Biotechnology, Equity Research, Data Analysis, Research, Competitive Intelligence, Financial Modeling, Healthcare, Statistics, Valuation, Competitive Analysis, Stata, Private Equity, Market Research, Corporate Development, Venture Capital
Education
The Ohio State University 1998 — 2002
MD, Medicine
Massachusetts Institute of Technology 1993 — 1997
BS, Chemistry
BTIG November 2013 - Present
Lazard Capital Markets March 2008 - October 2013
Oppenheimer & Co. November 2006 - January 2008
Skills
Medical Devices, Biotechnology, Equity Research, Data Analysis, Research, Competitive Intelligence, Financial Modeling, Healthcare, Statistics, Valuation, Competitive Analysis, Stata, Private Equity, Market Research, Corporate Development, Venture Capital
Education
The Ohio State University 1998 — 2002
MD, Medicine
Massachusetts Institute of Technology 1993 — 1997
BS, Chemistry
Jennifer Solow- Stanco's BTIG Experience December 2003 - Present
Job SVP of Operations
Industry Financial Services
Experience
BTIG December 2003 - Present
Spear Leeds& Kellogg 2000 - 2003
Skills
Hedge Funds, Capital Markets, Electronic Trading, Series 24, Equities, Series 7, Fixed Income, Series 63
Education
Monmouth University 1989 — 1994
BTIG December 2003 - Present
Spear Leeds& Kellogg 2000 - 2003
Skills
Hedge Funds, Capital Markets, Electronic Trading, Series 24, Equities, Series 7, Fixed Income, Series 63
Education
Monmouth University 1989 — 1994
Jason Handrinos's BTIG Experience May 2009 - July 2010
Job Head of Fixed Income Sales, Midwest
Industry Banking
Experience
Jefferies July 2015 - Present
Barclays August 2010 - July 2015
BTIG May 2009 - July 2010
Credit Suisse June 2005 - April 2009
Education
The Ohio State University 2001 — 2005
Chs
Tristate
Jefferies July 2015 - Present
Barclays August 2010 - July 2015
BTIG May 2009 - July 2010
Credit Suisse June 2005 - April 2009
Education
The Ohio State University 2001 — 2005
Chs
Tristate
Michael Tighe's BTIG Experience March 2015 - Present
Job BTIG
Industry Financial Services
Experience
BTIG March 2015 - Present
Bank of America Merrill Lynch July 2013 - June 2015
Morgan Stanley June 2006 - May 2013
Bank of America March 2003 - May 2006
Merrill Lynch July 1998 - March 2001
Skills
Series 7, Series 63, Series 24, Candian trader exams, Equities, Trading
Education
College of the Holy Cross 1987 — 1991
Bachelor's degree, History
Arlington High School 1984 — 1987
BTIG March 2015 - Present
Bank of America Merrill Lynch July 2013 - June 2015
Morgan Stanley June 2006 - May 2013
Bank of America March 2003 - May 2006
Merrill Lynch July 1998 - March 2001
Skills
Series 7, Series 63, Series 24, Candian trader exams, Equities, Trading
Education
College of the Holy Cross 1987 — 1991
Bachelor's degree, History
Arlington High School 1984 — 1987
Phil Dauber's BTIG Experience 2011 - Present
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG 2011 - Present
JPMorgan June 2008 - September 2011
Bear Stearns December 2004 - May 2008
Lehman Brothers September 1987 - November 2004
Skills
Equity Trading, Equities, Electronic Trading, Hedge Funds, Trading Systems, Series 24, Series 7, ETFs, Series 63, Alternative Investments, Equity Research, Fixed Income, Arbitrage, Asset Allocation, Asset Management, Buy-side, Bonds, Capital Markets, Commodity, Credit Derivatives, Derivatives, Emerging Markets, Equity Derivatives, Equity Valuation, FINRA, FX Options, Financial Markets, Financial Modeling, Fund Of Funds, Hedging, Institutional..., High Yield, Investment Banking, Investment Management, Investments, Market Data, Middle Office, Mutual Funds, Prime Brokerage, Portfolio Management, Private Equity, Securities, Proprietary Trading, Swaps, Structured Products, Trading Strategies, Trading, Valuation, Wealth Management
Education
Columbia University - Columbia Business School 1985 — 1987
mba, finance
Princeton University 1979 — 1983
ba, wood row wilson school
BTIG 2011 - Present
JPMorgan June 2008 - September 2011
Bear Stearns December 2004 - May 2008
Lehman Brothers September 1987 - November 2004
Skills
Equity Trading, Equities, Electronic Trading, Hedge Funds, Trading Systems, Series 24, Series 7, ETFs, Series 63, Alternative Investments, Equity Research, Fixed Income, Arbitrage, Asset Allocation, Asset Management, Buy-side, Bonds, Capital Markets, Commodity, Credit Derivatives, Derivatives, Emerging Markets, Equity Derivatives, Equity Valuation, FINRA, FX Options, Financial Markets, Financial Modeling, Fund Of Funds, Hedging, Institutional..., High Yield, Investment Banking, Investment Management, Investments, Market Data, Middle Office, Mutual Funds, Prime Brokerage, Portfolio Management, Private Equity, Securities, Proprietary Trading, Swaps, Structured Products, Trading Strategies, Trading, Valuation, Wealth Management
Education
Columbia University - Columbia Business School 1985 — 1987
mba, finance
Princeton University 1979 — 1983
ba, wood row wilson school
Drew Rymer's BTIG Experience April 2011 - Present
Job i
Industry Capital Markets
Experience
BTIG April 2011 - Present
Hamlin Capital Managment April 2008 - May 2011
Imperial Capital llc January 2007 - February 2008
Education
Claremont McKenna College 2002 — 2007
BTIG April 2011 - Present
Hamlin Capital Managment April 2008 - May 2011
Imperial Capital llc January 2007 - February 2008
Education
Claremont McKenna College 2002 — 2007
Kenneth Byrne's BTIG Experience September 2011 - Present
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG September 2011 - Present
Jefferies & Company April 2007 - August 2011
Banc of America Securities March 2003 - February 2007
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette January 1999 - December 1999
DLJ September 1989 - March 1991
Education
Pace University 1985 — 1989
B.B.A., Mangement/History
BTIG September 2011 - Present
Jefferies & Company April 2007 - August 2011
Banc of America Securities March 2003 - February 2007
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette January 1999 - December 1999
DLJ September 1989 - March 1991
Education
Pace University 1985 — 1989
B.B.A., Mangement/History
Christopher Roller's BTIG Experience March 2010 - November 2010
Job Director Convertible Sales at BTIG
Industry Financial Services
Experience
BTIG March 2010 - November 2010
Goldman Sachs December 1995 - April 2008
Skills
Series 7, Securities, Equities, Derivatives, Bloomberg, Series 63, Alternative Investments, Investment Banking, Capital Markets, Options, Prime Brokerage, Electronic Trading, Trading, Bonds
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance
University of Maryland College Park 1988 — 1992
BS, Finance
BTIG March 2010 - November 2010
Goldman Sachs December 1995 - April 2008
Skills
Series 7, Securities, Equities, Derivatives, Bloomberg, Series 63, Alternative Investments, Investment Banking, Capital Markets, Options, Prime Brokerage, Electronic Trading, Trading, Bonds
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance
University of Maryland College Park 1988 — 1992
BS, Finance
Daniel Hern's BTIG Experience August 2007 - Present
Job Director at BTIG
Industry Capital Markets
Experience
BTIG August 2007 - Present
Prudential Equity Group January 2001 - June 2007
Donaldson, Lufkin & Jenrette June 1999 - November 2000
Education
Isenberg School of Management, UMass Amherst 1986 — 1990
BBA
BTIG August 2007 - Present
Prudential Equity Group January 2001 - June 2007
Donaldson, Lufkin & Jenrette June 1999 - November 2000
Education
Isenberg School of Management, UMass Amherst 1986 — 1990
BBA
Peter Burton's BTIG Experience January 2010 - December 2011
Job Senior Vice President at Medley Capital
Industry Financial Services
Experience
Medley June 2014 - Present
White Oak Merchant Partners, LLC February 2012 - June 2014
BTIG January 2010 - December 2011
Emporia Capital Management, LLC July 2006 - April 2009
The Royal Bank of Scotland plc May 2003 - July 2006
J.P. Morgan Securities Inc. August 2000 - November 2002
Skills
Portfolio Management, Financial Modeling, Due Diligence, Credit Analysis, Deal Structuring, Transaction, Valuation, Financial Analysis, Corporate Finance, Credit, Structuring, Deal Sourcing, Underwriting, Loans, Leveraged Finance, Capital Markets, LBO, Middle Market
Education
Queen's University 1996 — 2000
BComm, Business and Finance
Upper Canada College 1985 — 2000
Medley June 2014 - Present
White Oak Merchant Partners, LLC February 2012 - June 2014
BTIG January 2010 - December 2011
Emporia Capital Management, LLC July 2006 - April 2009
The Royal Bank of Scotland plc May 2003 - July 2006
J.P. Morgan Securities Inc. August 2000 - November 2002
Skills
Portfolio Management, Financial Modeling, Due Diligence, Credit Analysis, Deal Structuring, Transaction, Valuation, Financial Analysis, Corporate Finance, Credit, Structuring, Deal Sourcing, Underwriting, Loans, Leveraged Finance, Capital Markets, LBO, Middle Market
Education
Queen's University 1996 — 2000
BComm, Business and Finance
Upper Canada College 1985 — 2000
Helen Xina's BTIG Experience March 2013 - Present
Job SVP Technology at BTIG
Industry Information Technology and Services
Experience
BTIG March 2013 - Present
Ipreo January 2011 - February 2013
Spartan Capital Securities LLC June 2010 - December 2010
Innovest Systems October 2005 - November 2007
Curtis, Mallet-Prevost, Colt & Mosle LLP September 2003 - September 2005
Skills
Business Analysis, Requirements Analysis, SQL, Project Management, Microsoft Office, Microsoft SQL Server, Windows, ASP.NET, Integration, Equities, Microsoft Excel, SDLC, Product Management, JavaScript, Networking, Financial Services, Disaster Recovery
Education
Baruch College 1999 — 2003
BBA, Computer Information Systems
BTIG March 2013 - Present
Ipreo January 2011 - February 2013
Spartan Capital Securities LLC June 2010 - December 2010
Innovest Systems October 2005 - November 2007
Curtis, Mallet-Prevost, Colt & Mosle LLP September 2003 - September 2005
Skills
Business Analysis, Requirements Analysis, SQL, Project Management, Microsoft Office, Microsoft SQL Server, Windows, ASP.NET, Integration, Equities, Microsoft Excel, SDLC, Product Management, JavaScript, Networking, Financial Services, Disaster Recovery
Education
Baruch College 1999 — 2003
BBA, Computer Information Systems
Susan Cohen's BTIG Experience June 2009 - May 2011
Job Health and Sports Nutrition Coach at Wellplayed4life
Industry Financial Services
Experience
Wellplayed4life January 2014 - Present
Atlantic Equities July 2011 - December 2012
BTIG June 2009 - May 2011
SAC Capital November 2001 - April 2003
First New York Securities January 1998 - November 2001
Morgan Stanley May 1991 - February 1998
Skills
Nutrition, Sports Nutrition, Healthy Eating, Healthy Lifestyle, Nutritional Counseling, Healthy Communities, Nutrition Education, Vegetarian Cooking, Recipes, Organic Products, Public Speaking, Customer Satisfaction, Equity Sales, Hedge Funds, Customer Service, Equities, Trading, Equity Trading, Equity Research, Series 7, Series 63, Electronic Trading
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
Finance and Marketing
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
Finance and marketing
Wellplayed4life January 2014 - Present
Atlantic Equities July 2011 - December 2012
BTIG June 2009 - May 2011
SAC Capital November 2001 - April 2003
First New York Securities January 1998 - November 2001
Morgan Stanley May 1991 - February 1998
Skills
Nutrition, Sports Nutrition, Healthy Eating, Healthy Lifestyle, Nutritional Counseling, Healthy Communities, Nutrition Education, Vegetarian Cooking, Recipes, Organic Products, Public Speaking, Customer Satisfaction, Equity Sales, Hedge Funds, Customer Service, Equities, Trading, Equity Trading, Equity Research, Series 7, Series 63, Electronic Trading
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
Finance and Marketing
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
Finance and marketing
James Frawley's BTIG Experience January 2015 - Present
Job Sr. Vice President of Outsource Trading at BTIG
Industry Financial Services
Experience
BTIG January 2015 - Present
MDR cap 2010 - 2012
Coeus Capital Management LLC April 2006 - April 2010
Capital Management LP September 2002 - April 2006
Argo Explorer November 1998 - January 2002
Alexander, Wescott & Co May 1998 - November 1998
First New York Securities July 1997 - May 1998
Knight Capital Group (Trimark Securities) 1992 - 1997
Education
Cornell University
Bachelor of Science, Business/Finance
osceola
BTIG January 2015 - Present
MDR cap 2010 - 2012
Coeus Capital Management LLC April 2006 - April 2010
Capital Management LP September 2002 - April 2006
Argo Explorer November 1998 - January 2002
Alexander, Wescott & Co May 1998 - November 1998
First New York Securities July 1997 - May 1998
Knight Capital Group (Trimark Securities) 1992 - 1997
Education
Cornell University
Bachelor of Science, Business/Finance
osceola
Christopher Parra's BTIG Experience April 2013 - Present
Job Director at BTIG
Industry Financial Services
Experience
BTIG April 2013 - Present
Newedge USA LLC February 2008 - September 2012
FIMAT USA, LLC 2005 - December 2007
FIMAT USA, LLC March 2004 - April 2005
Fixed Income Clearing Corporation January 2002 - January 2004
Fixed Income Clearing Corportion August 2000 - January 2002
Federal Home Loan Bank of New York 1997 - 2000
Skills
Fixed Income, US Treasuries, Derivatives, Trading, Bonds, Options, Arbitrage, Electronic Trading, Relative Value, Trading Systems, Series 3, Series 7, Series 63, Series 65, RiskVal, QuikStrike, Bloomberg, TechHackers, TradeWeb, FICC: RTTM & EPN, Middle Office, Bloomberg Terminal, Project Management
Education
Hofstra University 1991 — 1995
BBA, International Business
BTIG April 2013 - Present
Newedge USA LLC February 2008 - September 2012
FIMAT USA, LLC 2005 - December 2007
FIMAT USA, LLC March 2004 - April 2005
Fixed Income Clearing Corporation January 2002 - January 2004
Fixed Income Clearing Corportion August 2000 - January 2002
Federal Home Loan Bank of New York 1997 - 2000
Skills
Fixed Income, US Treasuries, Derivatives, Trading, Bonds, Options, Arbitrage, Electronic Trading, Relative Value, Trading Systems, Series 3, Series 7, Series 63, Series 65, RiskVal, QuikStrike, Bloomberg, TechHackers, TradeWeb, FICC: RTTM & EPN, Middle Office, Bloomberg Terminal, Project Management
Education
Hofstra University 1991 — 1995
BBA, International Business
Walter Mis's BTIG Experience December 2007 - Present
Job MD at BTIG
Industry Financial Services
Experience
BTIG December 2007 - Present
Morgan Stanley January 1996 - October 2007
Skills
Hedge Funds, Equities, Series 7, Electronic Trading, Series 24
Education
Boston College 1981 — 1985
BA, Economics
BTIG December 2007 - Present
Morgan Stanley January 1996 - October 2007
Skills
Hedge Funds, Equities, Series 7, Electronic Trading, Series 24
Education
Boston College 1981 — 1985
BA, Economics
Peter Macaluso's BTIG Experience January 2010 - Present
Job Senior Vice President at BTIG
Industry Financial Services
Experience
BTIG January 2010 - Present
New York Cares October 2011 - October 2011
BTIG, LLC March 2009 - January 2010
Merrill Lynch February 1992 - October 2008
Traveled solo across America after college April 1991 - August 1991
Skills
Bonds, @Risk, Fixed Income, Financial Markets, High Yield, Portfolio Management, Trading, Financial Risk, Equities, Securities, Series 63, Electronic Trading, Hedge Funds, Derivatives, Emerging Markets, Bloomberg, Series 7, Asset Management, Back Office, Investments, Alternative Investments, Capital Markets
Education
Appalachian State University 1986 — 1991
BSBA, Management
Westhampton Beach High School
BTIG January 2010 - Present
New York Cares October 2011 - October 2011
BTIG, LLC March 2009 - January 2010
Merrill Lynch February 1992 - October 2008
Traveled solo across America after college April 1991 - August 1991
Skills
Bonds, @Risk, Fixed Income, Financial Markets, High Yield, Portfolio Management, Trading, Financial Risk, Equities, Securities, Series 63, Electronic Trading, Hedge Funds, Derivatives, Emerging Markets, Bloomberg, Series 7, Asset Management, Back Office, Investments, Alternative Investments, Capital Markets
Education
Appalachian State University 1986 — 1991
BSBA, Management
Westhampton Beach High School
Kevin Mallen's BTIG Experience January 2010 - March 2010
Job Associate at Latham & Watkins
Industry Law Practice
Experience
Latham & Watkins October 2014 - Present
Latham & Watkins May 2013 - July 2013
Loanzon Sheikh LLC June 2012 - July 2012
BTIG January 2010 - March 2010
Skills
Legal Research, PowerPoint, Microsoft Excel, Microsoft Office, Westlaw, Research, Legal Writing, Editing, Litigation
Education
Columbia Law School 2011 — 2014
JD
Dartmouth College 2007 — 2011
AB
Latham & Watkins October 2014 - Present
Latham & Watkins May 2013 - July 2013
Loanzon Sheikh LLC June 2012 - July 2012
BTIG January 2010 - March 2010
Skills
Legal Research, PowerPoint, Microsoft Excel, Microsoft Office, Westlaw, Research, Legal Writing, Editing, Litigation
Education
Columbia Law School 2011 — 2014
JD
Dartmouth College 2007 — 2011
AB
Howard Feldman's BTIG Experience March 2009 - Present
Job at BTIG
Industry Financial Services
Experience
BTIG March 2009 - Present
Banc of America Securities April 2003 - February 2009
Goldman Sachs September 2002 - April 2003
Spear, Leeds and Kellogg December 1997 - September 2002
Skills
Series 7, Series 63, Equity Trading, Bloomberg, Fidessa, Equities
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1993
BS, Finance
BTIG March 2009 - Present
Banc of America Securities April 2003 - February 2009
Goldman Sachs September 2002 - April 2003
Spear, Leeds and Kellogg December 1997 - September 2002
Skills
Series 7, Series 63, Equity Trading, Bloomberg, Fidessa, Equities
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1993
BS, Finance
Jeffrey Gould's BTIG Experience 2011 - 2013
Job Director at Société Générale
Industry Financial Services
Experience
Société Générale October 2013 - Present
BTIG 2011 - 2013
BTIG 2011 - 2013
Barclays Capital July 2006 - October 2008
Credit Suisse October 2003 - July 2007
Bear Stearns July 2001 - July 2003
Skills
Leveraged Finance, Investment Banking, Hedge Funds, Fixed Income, Capital Markets, Equities, Financial Modeling, Valuation, Private Equity, Alternative Investments, Sales, LBO, Banking, Credit
Education
Bucknell University 1997 — 2001
BSBA, Accounting
Newfield
Société Générale October 2013 - Present
BTIG 2011 - 2013
BTIG 2011 - 2013
Barclays Capital July 2006 - October 2008
Credit Suisse October 2003 - July 2007
Bear Stearns July 2001 - July 2003
Skills
Leveraged Finance, Investment Banking, Hedge Funds, Fixed Income, Capital Markets, Equities, Financial Modeling, Valuation, Private Equity, Alternative Investments, Sales, LBO, Banking, Credit
Education
Bucknell University 1997 — 2001
BSBA, Accounting
Newfield
Layla Qassim's BTIG Experience December 2010 - Present
Job Analyst
Industry Financial Services
Experience
BTIG December 2010 - Present
Jefferies & Company September 2008 - July 2009
Jefferies & Company March 2008 - April 2008
Skills
Microsoft Office, Capital IQ, Bloomberg, Financial Analysis, Equity Research, Capital Markets
Education
University College London, U. of London 2006 — 2010
Bachelor of Arts, Ancient History & Social Anthropology
United World College of the Atlantic 2003 — 2005
International Baccalaureate, International Baccalaureate
BTIG December 2010 - Present
Jefferies & Company September 2008 - July 2009
Jefferies & Company March 2008 - April 2008
Skills
Microsoft Office, Capital IQ, Bloomberg, Financial Analysis, Equity Research, Capital Markets
Education
University College London, U. of London 2006 — 2010
Bachelor of Arts, Ancient History & Social Anthropology
United World College of the Atlantic 2003 — 2005
International Baccalaureate, International Baccalaureate
William Dang's BTIG Experience July 2011 - Present
Job Senior Systems Engineer at BTIG
Industry Information Technology and Services
Experience
BTIG July 2011 - Present
XL Marketing July 2010 - July 2011
Argent Software May 2009 - June 2010
BearingPoint March 2005 - February 2009
Education
Rensselaer Polytechnic Institute 2000 — 2003
BS, Computer and Systems Engineering
BTIG July 2011 - Present
XL Marketing July 2010 - July 2011
Argent Software May 2009 - June 2010
BearingPoint March 2005 - February 2009
Education
Rensselaer Polytechnic Institute 2000 — 2003
BS, Computer and Systems Engineering
Natalia Tan's BTIG Experience August 2010 - June 2012
Job Senior Accountant
Industry Accounting
Experience
High Frequency Trading Company (Startup) July 2014 - Present
GCI General Contractors March 2014 - July 2014
GoPro June 2012 - December 2013
BTIG August 2010 - June 2012
Hotwire June 2010 - August 2010
Granicus, Inc. February 2009 - June 2009
HSBC December 2007 - September 2008
Nordstrom April 2007 - December 2007
Skills
NetSuite, Quickbooks, Salesforce.com, Financial Analysis, Accounting, Microsoft Excel, Forecasting, Financial Reporting, Sales, Access, Customer Service, Account Management, Financial Modeling, PowerPoint, Data Analysis, QuickBooks, Invoicing, Account Reconciliation, Analysis, Management, Finance, Accounts Payable, Financial Statements, Microsoft Office, Financial Accounting, Accounts Receivable, Accounts Payable, Expense Reports
Education
Lincoln University 2010 — 2013
MBA, General Business
Lincoln University (CA) 2010 — 2012
Master, General Business
City University 2005 — 2007
B.S, Accounting
City University of Seattle 2005 — 2007
B.S, Accounting
Indiana University-Purdue University at Indianapolis 2002 — 2003
BS, Accounting
High Frequency Trading Company (Startup) July 2014 - Present
GCI General Contractors March 2014 - July 2014
GoPro June 2012 - December 2013
BTIG August 2010 - June 2012
Hotwire June 2010 - August 2010
Granicus, Inc. February 2009 - June 2009
HSBC December 2007 - September 2008
Nordstrom April 2007 - December 2007
Skills
NetSuite, Quickbooks, Salesforce.com, Financial Analysis, Accounting, Microsoft Excel, Forecasting, Financial Reporting, Sales, Access, Customer Service, Account Management, Financial Modeling, PowerPoint, Data Analysis, QuickBooks, Invoicing, Account Reconciliation, Analysis, Management, Finance, Accounts Payable, Financial Statements, Microsoft Office, Financial Accounting, Accounts Receivable, Accounts Payable, Expense Reports
Education
Lincoln University 2010 — 2013
MBA, General Business
Lincoln University (CA) 2010 — 2012
Master, General Business
City University 2005 — 2007
B.S, Accounting
City University of Seattle 2005 — 2007
B.S, Accounting
Indiana University-Purdue University at Indianapolis 2002 — 2003
BS, Accounting
Charlton Moore's BTIG Experience October 2012 - Present
Job SVP Account Executive at BTIG
Industry Financial Services
Experience
BTIG October 2012 - Present
Merlin Securities December 2008 - 2012
Morgan Stanley 2007 - 2009
Citco Fund Services 2006 - 2008
Barclays Global Investors 2000 - 2005
Skills
Prime Brokerage, Series 7, Series 63, Mutual Funds, Equities, Portfolio Management, Investments, Hedge Funds, Securities Lending, Fixed Income, Alternative Investments, Middle Office, Risk Management, Securities, Bloomberg, Equity Trading, Options, Derivatives, Electronic Trading, Capital Markets
Education
Saint Mary's College of California 2006 — 2008
Master of Science (MS), Finance, General
University of California, Davis 1988 — 1993
Bachelor of Arts (B.A.), Economics
BTIG October 2012 - Present
Merlin Securities December 2008 - 2012
Morgan Stanley 2007 - 2009
Citco Fund Services 2006 - 2008
Barclays Global Investors 2000 - 2005
Skills
Prime Brokerage, Series 7, Series 63, Mutual Funds, Equities, Portfolio Management, Investments, Hedge Funds, Securities Lending, Fixed Income, Alternative Investments, Middle Office, Risk Management, Securities, Bloomberg, Equity Trading, Options, Derivatives, Electronic Trading, Capital Markets
Education
Saint Mary's College of California 2006 — 2008
Master of Science (MS), Finance, General
University of California, Davis 1988 — 1993
Bachelor of Arts (B.A.), Economics
Charlie Mather's BTIG Experience 2015 - Present
Job Managing Director, Head of Equity Capital Markets
Industry Financial Services
Experience
BTIG 2015 - Present
Finance Company of Pennsylvania 2015 - Present
TONIX Pharmaceuticals 2011 - Present
Mather & Company 2008 - Present
Janney Montgomery Scott 2009 - 2015
Jefferies & Company 2007 - 2009
Cowen and Company 1997 - 2007
Smith Barney, Inc. 1993 - 1997
Prudential Capital Group 1986 - 1993
Skills
Investment Banking, Private Placements, Valuation, IPO, Private Equity, Alternative Investments, Capital Markets, Venture Capital, Mergers & Acquisitions, Investor Relations, Corporate Development, Financial Modeling, Emerging Markets, Financial Structuring, Equities, Corporate Finance, Equity Research, Securities, Leveraged Finance, Fixed Income, Board of Directors, Investment Management, M&A experience, Series 7, Series 24, CFA, MBA
Education
Brown University
AB
University of Pennsylvania - The Wharton School
MBA, Finance
BTIG 2015 - Present
Finance Company of Pennsylvania 2015 - Present
TONIX Pharmaceuticals 2011 - Present
Mather & Company 2008 - Present
Janney Montgomery Scott 2009 - 2015
Jefferies & Company 2007 - 2009
Cowen and Company 1997 - 2007
Smith Barney, Inc. 1993 - 1997
Prudential Capital Group 1986 - 1993
Skills
Investment Banking, Private Placements, Valuation, IPO, Private Equity, Alternative Investments, Capital Markets, Venture Capital, Mergers & Acquisitions, Investor Relations, Corporate Development, Financial Modeling, Emerging Markets, Financial Structuring, Equities, Corporate Finance, Equity Research, Securities, Leveraged Finance, Fixed Income, Board of Directors, Investment Management, M&A experience, Series 7, Series 24, CFA, MBA
Education
Brown University
AB
University of Pennsylvania - The Wharton School
MBA, Finance
Dennis Kuzmicky's BTIG Experience August 2010 - Present
Job Accounts Payable Accountant at BTIG
Industry Financial Services
Experience
BTIG August 2010 - Present
Wedbush Morgan Securities (Pacific Growth Equities) 2004 - August 2010
Pacific Growth Equities 2004 - 2008
Quality Bay Construction June 2003 - April 2004
Rothstien Kass & Co., P.C. January 2003 - April 2003
N.V. Heathorn Company February 2002 - October 2002
Monterey Mechanical Company February 1989 - November 2001
Skills
Financial Statements, Account Reconciliation, Financial Accounting, Fixed Assets, Expenses, Accounting, Financial Analysis, Financial Reporting, General Ledger, Finance, GAAP, QuickBooks, Forecasting, Microsoft Excel, Microsoft Word, Banking, Accounts Payable, Payroll, Cash Flow
Education
California State University-East Bay 1980 — 1985
Bachelors, Business Administration/Accounting
BTIG August 2010 - Present
Wedbush Morgan Securities (Pacific Growth Equities) 2004 - August 2010
Pacific Growth Equities 2004 - 2008
Quality Bay Construction June 2003 - April 2004
Rothstien Kass & Co., P.C. January 2003 - April 2003
N.V. Heathorn Company February 2002 - October 2002
Monterey Mechanical Company February 1989 - November 2001
Skills
Financial Statements, Account Reconciliation, Financial Accounting, Fixed Assets, Expenses, Accounting, Financial Analysis, Financial Reporting, General Ledger, Finance, GAAP, QuickBooks, Forecasting, Microsoft Excel, Microsoft Word, Banking, Accounts Payable, Payroll, Cash Flow
Education
California State University-East Bay 1980 — 1985
Bachelors, Business Administration/Accounting
Andrew Peranick's BTIG Experience 2009 - 2011
Job Analyst at Bastogne Capital Management
Industry Financial Services
Experience
Bastogne Capital Management January 2012 - Present
Lonestar Capital Mangament April 2011 - May 2012
BTIG 2009 - 2011
Deutsche Bank Securities October 2003 - December 2008
Education
Fairfield University 1999 — 2003
Finance
Bastogne Capital Management January 2012 - Present
Lonestar Capital Mangament April 2011 - May 2012
BTIG 2009 - 2011
Deutsche Bank Securities October 2003 - December 2008
Education
Fairfield University 1999 — 2003
Finance
Nathan Dinh's BTIG Experience February 2012 - October 2014
Job Business Specialist at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente November 2014 - Present
BTIG February 2012 - October 2014
Los Angeles Capital Management December 2007 - July 2010
Skills
Investments, Equities, Microsoft Excel, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Banking, Alternative Investments, Series 7, Credit, Bloomberg, Portfolio Management, Finance, Asset Management
Education
California State University-Long Beach 2001 — 2007
Bachelors of Arts, Psychology
Kaiser Permanente November 2014 - Present
BTIG February 2012 - October 2014
Los Angeles Capital Management December 2007 - July 2010
Skills
Investments, Equities, Microsoft Excel, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Banking, Alternative Investments, Series 7, Credit, Bloomberg, Portfolio Management, Finance, Asset Management
Education
California State University-Long Beach 2001 — 2007
Bachelors of Arts, Psychology
Tim Chiang's BTIG Experience May 2015 - Present
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG May 2015 - Present
CRT Capital Group March 2010 - April 2015
FTN Equity Capital Markets June 2006 - February 2010
Natexis Bleichroeder 2003 - 2006
Bank of America 1999 - 2003
UBS Investment Bank 1997 - 1999
Skills
Equity Research
Education
Carnegie Mellon University
Master of Business Administration (MBA), Finance, General
Northwestern University
Bachelor's degree
BTIG May 2015 - Present
CRT Capital Group March 2010 - April 2015
FTN Equity Capital Markets June 2006 - February 2010
Natexis Bleichroeder 2003 - 2006
Bank of America 1999 - 2003
UBS Investment Bank 1997 - 1999
Skills
Equity Research
Education
Carnegie Mellon University
Master of Business Administration (MBA), Finance, General
Northwestern University
Bachelor's degree
Brian Lafranchi's BTIG Experience January 2013 - Present
Job Associate Event Driven Strategies BTIG
Industry Financial Services
Experience
BTIG January 2013 - Present
Milton Partners November 2009 - June 2012
Skills
Investment Banking
Education
Georgetown University 2005 — 2009
Bachelor of Science (BS), Finance and Marketing
Millbrook
BTIG January 2013 - Present
Milton Partners November 2009 - June 2012
Skills
Investment Banking
Education
Georgetown University 2005 — 2009
Bachelor of Science (BS), Finance and Marketing
Millbrook
John Kokowski's BTIG Experience September 2015 - Present
Job Vice President at BTIG
Industry Financial Services
Experience
BTIG September 2015 - Present
HSBC June 2014 - September 2015
Merrill Lynch April 2011 - June 2014
Bank of America Merrill Lynch July 2008 - April 2011
Skills
Trading, FX Options, Securities, Investments, Sales, Financial Risk, Equities, Fixed Income
Education
Providence College 2004 — 2008
Finance
Bergen Catholic
BTIG September 2015 - Present
HSBC June 2014 - September 2015
Merrill Lynch April 2011 - June 2014
Bank of America Merrill Lynch July 2008 - April 2011
Skills
Trading, FX Options, Securities, Investments, Sales, Financial Risk, Equities, Fixed Income
Education
Providence College 2004 — 2008
Finance
Bergen Catholic
Cara Tomasulo's BTIG Experience May 2008 - Present
Job Associate at BTIG
Industry Financial Services
Experience
BTIG May 2008 - Present
Maxim Group April 2005 - May 2008
Education
Boston University Questrom School of Business 2000 — 2004
Finance
BTIG May 2008 - Present
Maxim Group April 2005 - May 2008
Education
Boston University Questrom School of Business 2000 — 2004
Finance
Courtney Smith, CFA's BTIG Experience August 2009 - July 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
Luke King's BTIG Experience November 2009 - July 2011
Job Trading and Business Development at Main Management, LLC
Industry Investment Management
Experience
Main Management, LLC August 2011 - Present
BTIG November 2009 - July 2011
BDO Seidman, LLP July 2007 - October 2009
REC Solar October 2006 - May 2007
Skills
New Business Development, Client Relationship..., Business Process..., Asset Allocation, Portfolio Optimization, Equity Trading, Derivatives Trading, ETFs, Options Strategies, Asset Management, Salesforce.com, ThinkPipes, Blaze Portfolios Atom..., Securities, CRM, Investments, Portfolio Management, Hedge Funds, Equities
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Business Administration - Economics Minor
Main Management, LLC August 2011 - Present
BTIG November 2009 - July 2011
BDO Seidman, LLP July 2007 - October 2009
REC Solar October 2006 - May 2007
Skills
New Business Development, Client Relationship..., Business Process..., Asset Allocation, Portfolio Optimization, Equity Trading, Derivatives Trading, ETFs, Options Strategies, Asset Management, Salesforce.com, ThinkPipes, Blaze Portfolios Atom..., Securities, CRM, Investments, Portfolio Management, Hedge Funds, Equities
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Business Administration - Economics Minor
Kira Bazile's BTIG Experience October 2009 - March 2014
Job Director, Prime Services at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities February 2015 - Present
North Street Global April 2014 - February 2015
BTIG October 2009 - March 2014
Deutsche Bank 2001 - 2009
Goldman Sachs 1997 - 2001
Morgan Stanley 1995 - 1997
Chemical Bank (JP Morgan Chase) 1993 - 1995
Skills
Securities, Prime Brokerage, Fixed Income, Alternative Investments, Hedge Funds, Derivatives, Equities, Financial Markets, Capital Markets, Trading, Fund Of Funds, Bloomberg, Equity Derivatives, Middle Office, Equity Research, Investments, Asset Management, Investment Banking, Options, Equity Trading, Private Equity, Electronic Trading, Series 7
Education
Pace University 1990 — 1993
Bachelor's Degree, General Accounting, Cum Laude
Oakwood School
Wells Fargo Securities February 2015 - Present
North Street Global April 2014 - February 2015
BTIG October 2009 - March 2014
Deutsche Bank 2001 - 2009
Goldman Sachs 1997 - 2001
Morgan Stanley 1995 - 1997
Chemical Bank (JP Morgan Chase) 1993 - 1995
Skills
Securities, Prime Brokerage, Fixed Income, Alternative Investments, Hedge Funds, Derivatives, Equities, Financial Markets, Capital Markets, Trading, Fund Of Funds, Bloomberg, Equity Derivatives, Middle Office, Equity Research, Investments, Asset Management, Investment Banking, Options, Equity Trading, Private Equity, Electronic Trading, Series 7
Education
Pace University 1990 — 1993
Bachelor's Degree, General Accounting, Cum Laude
Oakwood School
William Engmann's BTIG Experience 2009 - 2010
Job Research at CKC Capital
Industry Financial Services
Experience
CKC Capital 2012 - Present
BTIG 2009 - 2010
Deutsche Bank 2005 - 2008
Goldman Sachs 2004 - 2005
Delaware Investments, a member of the Macquarie Group 2000 - 2004
Skills
High Yield, CLO, Trading, Credit Derivatives
Education
Massachusetts Institute of Technology
BS, Chemical Engineering
CKC Capital 2012 - Present
BTIG 2009 - 2010
Deutsche Bank 2005 - 2008
Goldman Sachs 2004 - 2005
Delaware Investments, a member of the Macquarie Group 2000 - 2004
Skills
High Yield, CLO, Trading, Credit Derivatives
Education
Massachusetts Institute of Technology
BS, Chemical Engineering
Adam Dodge's BTIG Experience January 2009 - July 2010
Job Operations and Technology at Partner Fund Management
Industry Financial Services
Experience
Partner Fund Management July 2010 - Present
BTIG January 2009 - July 2010
Eze Castle Software January 2004 - February 2008
Skills
Hedge Funds, Portfolio Management, Business Analysis, SSRS, Derivatives
Education
Purdue University 1996 — 2000
BS, Management
Partner Fund Management July 2010 - Present
BTIG January 2009 - July 2010
Eze Castle Software January 2004 - February 2008
Skills
Hedge Funds, Portfolio Management, Business Analysis, SSRS, Derivatives
Education
Purdue University 1996 — 2000
BS, Management
kerry stein's BTIG Experience January 2010 - June 2011
Job managing director at BTIG
Industry Financial Services
Experience
Lloyds Banking Group September 2011 - Present
BTIG January 2010 - June 2011
JonesTrading 2008 - 2010
Dresdner Bank 2000 - 2002
Paine Webber 1995 - 2000
PaineWebber 1995 - 2000
Education
Franklin Pierce University 1976 — 1980
bs finance, economics
Lloyds Banking Group September 2011 - Present
BTIG January 2010 - June 2011
JonesTrading 2008 - 2010
Dresdner Bank 2000 - 2002
Paine Webber 1995 - 2000
PaineWebber 1995 - 2000
Education
Franklin Pierce University 1976 — 1980
bs finance, economics
Joseph Acosta's BTIG Experience March 2013 - Present
Job Director at BTIG
Industry Financial Services
Experience
BTIG March 2013 - Present
QFS Asset Management, L.P. October 1999 - December 2012
The Bankers Trust Company October 1993 - June 1999
Long Term Credit Bank of Japan 1991 - 1993
Skills
Hedge Funds, Fixed Income, Derivatives, Global Macro, FX Options, Electronic Trading, Foreign Exchange, Proprietary Trading, Equities, Alternative Investments, Options, Trading Strategies, Financial Markets, Trading, Bloomberg, FX trading, Trading Systems, Series 63, Series 7, Currency, Securities, Capital Markets, Structured Products, Portfolio Management
Education
Canisius College 1987 — 1991
BA, Economics
Xavier High School 1983 — 1987
St. Pius
BTIG March 2013 - Present
QFS Asset Management, L.P. October 1999 - December 2012
The Bankers Trust Company October 1993 - June 1999
Long Term Credit Bank of Japan 1991 - 1993
Skills
Hedge Funds, Fixed Income, Derivatives, Global Macro, FX Options, Electronic Trading, Foreign Exchange, Proprietary Trading, Equities, Alternative Investments, Options, Trading Strategies, Financial Markets, Trading, Bloomberg, FX trading, Trading Systems, Series 63, Series 7, Currency, Securities, Capital Markets, Structured Products, Portfolio Management
Education
Canisius College 1987 — 1991
BA, Economics
Xavier High School 1983 — 1987
St. Pius
Giuliano Anderes-Bologna's BTIG Experience May 2012 - Present
Job Vice President / Research at BTIG
Industry Financial Services
Experience
BTIG May 2012 - Present
Collins Stewart June 2011 - February 2012
The Benchmark Company June 2010 - December 2010
UBS January 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Equities, Financial Analysis, Valuation, Investment Banking, Equity Research, Series 7, Equity Valuation, Research
Education
Fordham University
Bachelor of Science (BS), Finance
Hofstra University
MBA, Finance
BTIG May 2012 - Present
Collins Stewart June 2011 - February 2012
The Benchmark Company June 2010 - December 2010
UBS January 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Equities, Financial Analysis, Valuation, Investment Banking, Equity Research, Series 7, Equity Valuation, Research
Education
Fordham University
Bachelor of Science (BS), Finance
Hofstra University
MBA, Finance
Jennifer Pariseau's BTIG Experience May 2010 - July 2011
Job Portfolio Strategist at West Side Advisors
Industry Financial Services
Experience
West Side Advisors June 2012 - Present
Sungage, Inc. July 2011 - April 2012
BTIG May 2010 - July 2011
Huxley Capital Management 2008 - 2010
West Side Advisors July 1997 - February 2008
Miami Heat 1996 - 1997
Skills
Series 7 & 63, Microsoft Office, Bloomberg, Portfolio Management, Capital Markets, Series 7, Hedge Funds, Series 63, Emerging Markets, Fixed Income, Financial Services, MBS, Structured Products, Trading, Asset Management
Education
Dartmouth College 1993 — 1997
Bachelors, Pyschology
Amherst Regional High School 1990 — 1993
West Side Advisors June 2012 - Present
Sungage, Inc. July 2011 - April 2012
BTIG May 2010 - July 2011
Huxley Capital Management 2008 - 2010
West Side Advisors July 1997 - February 2008
Miami Heat 1996 - 1997
Skills
Series 7 & 63, Microsoft Office, Bloomberg, Portfolio Management, Capital Markets, Series 7, Hedge Funds, Series 63, Emerging Markets, Fixed Income, Financial Services, MBS, Structured Products, Trading, Asset Management
Education
Dartmouth College 1993 — 1997
Bachelors, Pyschology
Amherst Regional High School 1990 — 1993
Nick Pontecorvo's BTIG Experience October 2010 - Present
Job Director Prime Brokerage BTIG
Industry Financial Services
Experience
BTIG October 2010 - Present
Education
Penn State University 2000 — 2004
BS Finance
BTIG October 2010 - Present
Education
Penn State University 2000 — 2004
BS Finance
Nancy Nakovick's BTIG Experience March 2009 - September 2009
Job Executive Director at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. June 2012 - April 2013
Self Employed June 2011 - June 2012
SEI Investments March 2010 - June 2011
BTIG March 2009 - September 2009
Citigroup November 2006 - January 2009
Citigroup January 2003 - January 2009
citigroup April 2000 - January 2003
Bear Stearns April 1997 - April 2000
Societe Generale April 1996 - April 1997
Goldman Sachs April 1994 - April 1996
Skills
Global Tactical Asset..., Equity Derivatives, Fixed Income, fixed income derivatives, liability driven..., Equities, Alternative Investments, strategic asset..., program trading, transition management, Private Equity, Equity Trading, Equity Capital Markets, Fixed Income Analysis, Fixed Income Portfolio..., Fixed Income Strategies, equity portfolio..., equity portfolio..., Hedge Funds, Fund Of Funds, equity quantitative..., equity quantitative..., fixed income derivative..., client portfolio..., investment business..., Program Trading, Trading, Investment Banking, Capital Markets, Hedging, Prime Brokerage, Transition Management, Asset Allocation, Derivatives, Portfolio Management, Asset Management, Investments, Investment Strategies, Investment Management
Education
MIT
Master's degree, Mechanical Engineering and Math
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Accounting and Finance
Oppenheimer & Co. June 2012 - April 2013
Self Employed June 2011 - June 2012
SEI Investments March 2010 - June 2011
BTIG March 2009 - September 2009
Citigroup November 2006 - January 2009
Citigroup January 2003 - January 2009
citigroup April 2000 - January 2003
Bear Stearns April 1997 - April 2000
Societe Generale April 1996 - April 1997
Goldman Sachs April 1994 - April 1996
Skills
Global Tactical Asset..., Equity Derivatives, Fixed Income, fixed income derivatives, liability driven..., Equities, Alternative Investments, strategic asset..., program trading, transition management, Private Equity, Equity Trading, Equity Capital Markets, Fixed Income Analysis, Fixed Income Portfolio..., Fixed Income Strategies, equity portfolio..., equity portfolio..., Hedge Funds, Fund Of Funds, equity quantitative..., equity quantitative..., fixed income derivative..., client portfolio..., investment business..., Program Trading, Trading, Investment Banking, Capital Markets, Hedging, Prime Brokerage, Transition Management, Asset Allocation, Derivatives, Portfolio Management, Asset Management, Investments, Investment Strategies, Investment Management
Education
MIT
Master's degree, Mechanical Engineering and Math
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Accounting and Finance
Eugene Rogovoy, CFA's BTIG Experience January 2009 - May 2010
Job Equity Analyst at BlackRock
Industry Financial Services
Experience
BlackRock July 2013 - Present
Millennium Management LLC June 2012 - August 2012
BTIG January 2009 - May 2010
Credit Suisse July 2004 - January 2009
Skills
Valuation, Financial Modeling, Hedge Funds, Equities, Capital Markets, Bloomberg, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Finance, General
St. Lawrence University 2000 — 2004
Bachelor's, Economics
BlackRock July 2013 - Present
Millennium Management LLC June 2012 - August 2012
BTIG January 2009 - May 2010
Credit Suisse July 2004 - January 2009
Skills
Valuation, Financial Modeling, Hedge Funds, Equities, Capital Markets, Bloomberg, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Finance, General
St. Lawrence University 2000 — 2004
Bachelor's, Economics
Glenn Conroy's BTIG Experience April 2012 - Present
Job Director at BTIG
Industry Financial Services
Experience
BTIG April 2012 - Present
Lazard July 2007 - February 2012
Skills
Bloomberg, Capital Markets, Equities, Fixed Income, Hedge Funds, Investment Banking, Investments, Series 7, Trading, Electronic Trading, Equity Research, Series 63, Equity Trading, Financial Markets, Trading Systems
Education
San Diego State University-California State University
BTIG April 2012 - Present
Lazard July 2007 - February 2012
Skills
Bloomberg, Capital Markets, Equities, Fixed Income, Hedge Funds, Investment Banking, Investments, Series 7, Trading, Electronic Trading, Equity Research, Series 63, Equity Trading, Financial Markets, Trading Systems
Education
San Diego State University-California State University
Taylor Joseph's BTIG Experience 2010 - 2011
Job Vice President, Institutional Sales at Imperial Capital, LLC
Industry Financial Services
Experience
Imperial Capital, LLC September 2011 - Present
BTIG 2010 - 2011
Jefferies & Company 2008 - 2010
Skills
Financial Analysis, Excel, Asset Management, Financial Modeling, PowerPoint, Electronic Trading, Equity Trading, Market Research, Qualitative Market..., Qualitative Research, Trading Systems, Trading Strategies, High Yield, Distressed Debt, Special Situations, Event Driven, Liquidity, Equity Sales, Equity Derivatives, Awesomeness, FINRA
Education
General Assembly 2014 — 2014
Business Fundamentals & Tactics, Business Administration and Management, General
Columbia University in the City of New York 2006 — 2010
BA, Political Science
Loyola High School 2002 — 2006
Diploma, High School
Imperial Capital, LLC September 2011 - Present
BTIG 2010 - 2011
Jefferies & Company 2008 - 2010
Skills
Financial Analysis, Excel, Asset Management, Financial Modeling, PowerPoint, Electronic Trading, Equity Trading, Market Research, Qualitative Market..., Qualitative Research, Trading Systems, Trading Strategies, High Yield, Distressed Debt, Special Situations, Event Driven, Liquidity, Equity Sales, Equity Derivatives, Awesomeness, FINRA
Education
General Assembly 2014 — 2014
Business Fundamentals & Tactics, Business Administration and Management, General
Columbia University in the City of New York 2006 — 2010
BA, Political Science
Loyola High School 2002 — 2006
Diploma, High School
Daniel Mulligan's BTIG Experience
Job Event Driven Equity Trader at BTIG
Industry Financial Services
Experience
BTIG
Skills
Bloomberg, Series 7
Education
Fordham University 2002 — 2006
BTIG
Skills
Bloomberg, Series 7
Education
Fordham University 2002 — 2006
Robert Parisi's BTIG Experience January 2013 - Present
Job Director at BTIG
Industry Financial Services
Experience
BTIG January 2013 - Present
BTIG October 2004 - December 2012
Goldman Sachs September 2002 - February 2004
Spear Leeds Kellogg September 1999 - September 2002
Skills
Trading, Sales Management, Real Estate Transactions, Series 7, Securities, Equities, Hedge Funds, Trading Systems, Bloomberg, Equity Trading, Series 63, Special Situations, Risk Management, Negotiation, Excel, Electronic Trading
Education
James Madison University 1990 — 1994
BBA, Marketing
Ridge High School 1987 — 1990
BTIG January 2013 - Present
BTIG October 2004 - December 2012
Goldman Sachs September 2002 - February 2004
Spear Leeds Kellogg September 1999 - September 2002
Skills
Trading, Sales Management, Real Estate Transactions, Series 7, Securities, Equities, Hedge Funds, Trading Systems, Bloomberg, Equity Trading, Series 63, Special Situations, Risk Management, Negotiation, Excel, Electronic Trading
Education
James Madison University 1990 — 1994
BBA, Marketing
Ridge High School 1987 — 1990
William (Bill) Freihofner's BTIG Experience 2011 - Present
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG 2011 - Present
McMahan Securities 2001 - 2011
JPMorgan Chase & Co; Chase H&Q; Hambrecht & Quist 1996 - 2001
Skills
Series 7, 24, 55 & 63...
Education
Brigham Young University
BA
BTIG 2011 - Present
McMahan Securities 2001 - 2011
JPMorgan Chase & Co; Chase H&Q; Hambrecht & Quist 1996 - 2001
Skills
Series 7, 24, 55 & 63...
Education
Brigham Young University
BA
James Varsam's BTIG Experience January 2009 - Present
Job Vice President of Event Driven Strategies at BTIG
Industry Financial Services
Experience
BTIG January 2009 - Present
Skills
Bloomberg, Equities, Series 7, Series 63
Education
College of the Holy Cross 2004 — 2008
BA, History, Economics
BTIG January 2009 - Present
Skills
Bloomberg, Equities, Series 7, Series 63
Education
College of the Holy Cross 2004 — 2008
BA, History, Economics
Nicole Morgante's BTIG Experience August 2008 - Present
Job
Industry Financial Services
Experience
BTIG August 2008 - Present
Skills
Capital Markets, Risk Management, Financial Analysis, FINRA, Bloomberg, Investments, Equity Derivatives, Investment Banking, Equity Trading, FX Options, Series 24, Microsoft Excel
Education
Hofstra University 2003 — 2008
BA
BTIG August 2008 - Present
Skills
Capital Markets, Risk Management, Financial Analysis, FINRA, Bloomberg, Investments, Equity Derivatives, Investment Banking, Equity Trading, FX Options, Series 24, Microsoft Excel
Education
Hofstra University 2003 — 2008
BA
William Tillinghast's BTIG Experience Director - Investment BankingSMH Capital2006 - 2009
Job Credit and Structured Finance at Odeon Capital Group LLC
Industry Financial Services
Experience
Odeon Capital Group LLC 2012 - Present
BTIG Director - Investment BankingSMH Capital2006 - 2009
Schultze Asset Management 1998 - 2001
CIBC Oppenheimer 1993 - 1998
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance and Marketing
Lehigh University
Bachelor of Science (BS), Electrical and Electronics Engineering
Odeon Capital Group LLC 2012 - Present
BTIG Director - Investment BankingSMH Capital2006 - 2009
Schultze Asset Management 1998 - 2001
CIBC Oppenheimer 1993 - 1998
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance and Marketing
Lehigh University
Bachelor of Science (BS), Electrical and Electronics Engineering
Alexandru Colea's BTIG Experience September 2013 - Present
Job Vice President at BTIG
Industry Information Technology and Services
Experience
BTIG September 2013 - Present
ConvergEx Group October 2006 - August 2013
Lazard Capital Markets November 2003 - September 2006
PSEG November 2002 - November 2003
Skills
C++, Perl, Java, VBA, Oracle, Microsoft SQL Server, Bloomberg API, Spryware, C++ Builder, Visual Studio, Unix, SQL, MySQL, SQLite, DevExpress, Glib, TA-lib, Flextrade, Inforeach TMS, Multithreading, Software Design, Software Development
Education
Polytechnic University 1998 — 2000
Master of Science (MS), Computer Science
St. John's University, Jamaica, NY
BS, Computer Science
BTIG September 2013 - Present
ConvergEx Group October 2006 - August 2013
Lazard Capital Markets November 2003 - September 2006
PSEG November 2002 - November 2003
Skills
C++, Perl, Java, VBA, Oracle, Microsoft SQL Server, Bloomberg API, Spryware, C++ Builder, Visual Studio, Unix, SQL, MySQL, SQLite, DevExpress, Glib, TA-lib, Flextrade, Inforeach TMS, Multithreading, Software Design, Software Development
Education
Polytechnic University 1998 — 2000
Master of Science (MS), Computer Science
St. John's University, Jamaica, NY
BS, Computer Science
Bernie Notas's BTIG Experience February 2003 - February 2010
Job CFO at Sanctuary Wealth Services
Industry Financial Services
Experience
Launch Enterprise Statagies July 2012 - Present
Sanctuary Wealth Services September 2011 - Present
Notas Consulting March 2010 - Present
Ellie Mae 1999 - Present
BTIG February 2003 - February 2010
Congregation B'nai Shalom 1994 - 2010
OffRoad Capital June 1998 - August 2001
OffRoad Capital, Inc. 1998 - 2001
Montgomery Securities September 1987 - December 1997
Rooney, Pace Group, Inc. January 1986 - February 1987
Skills
Venture Capital, Negotiation, Compliance, Investments, Customer Relations, Risk Management, Financial Analysis, Business Strategy, Financial Reporting, Strategic Planning, Credit, Equities, Business Analysis, Hedge Funds, Series 7, Team Building, Budgeting, Securities, Executive Management, Problem Solving, Process Improvement, Operations Management
Education
Long Island University, Brooklyn Campus 1974 — 1977
MBA, General Management
Pace University - Lubin School of Business 1968 — 1972
BBA, FInance, Accounting minor
Launch Enterprise Statagies July 2012 - Present
Sanctuary Wealth Services September 2011 - Present
Notas Consulting March 2010 - Present
Ellie Mae 1999 - Present
BTIG February 2003 - February 2010
Congregation B'nai Shalom 1994 - 2010
OffRoad Capital June 1998 - August 2001
OffRoad Capital, Inc. 1998 - 2001
Montgomery Securities September 1987 - December 1997
Rooney, Pace Group, Inc. January 1986 - February 1987
Skills
Venture Capital, Negotiation, Compliance, Investments, Customer Relations, Risk Management, Financial Analysis, Business Strategy, Financial Reporting, Strategic Planning, Credit, Equities, Business Analysis, Hedge Funds, Series 7, Team Building, Budgeting, Securities, Executive Management, Problem Solving, Process Improvement, Operations Management
Education
Long Island University, Brooklyn Campus 1974 — 1977
MBA, General Management
Pace University - Lubin School of Business 1968 — 1972
BBA, FInance, Accounting minor
Francis Heine's BTIG Experience October 2011 - Present
Job Managing Director at BTIG
Industry Capital Markets
Experience
BTIG October 2011 - Present
Morgan Stanley August 1984 - July 2011
Education
Monmouth University 1981 — 1984
BS, Finance
BTIG October 2011 - Present
Morgan Stanley August 1984 - July 2011
Education
Monmouth University 1981 — 1984
BS, Finance
Howard Finkel's BTIG Experience May 2013 - Present
Job TREASURY TRADING, RELATIVE VALUE, MACRO, WILLING TO RELOCATE
Industry Financial Services
Experience
BTIG May 2013 - Present
Millennium Partners March 2003 - 2011
TD Bank Group 2000 - 2003
Bank of Montreal 1998 - 2000
BNP Paribas 1992 - 1997
Skills
Fixed Income Trading, Relative Value Trading, Proprietary Trading, Treasury Trading, Relative Value, Hedge Funds, Bonds, Portfolio Management, Options, Arbitrage, Bloomberg, Rates, Trading, Treasury, Trading Systems, Derivatives, Funding, Electronic Trading, Investments, Hedging, Traders, Trading Strategies, Futures, Fixed Income, Government Bonds, Government Securities, Interest Rates
Education
Baruch College, City University of New York (CUNY)
MBA, INDUSTRIAL PSYCHOLOGY
University at Buffalo
BS, MANAGEMENT
BTIG May 2013 - Present
Millennium Partners March 2003 - 2011
TD Bank Group 2000 - 2003
Bank of Montreal 1998 - 2000
BNP Paribas 1992 - 1997
Skills
Fixed Income Trading, Relative Value Trading, Proprietary Trading, Treasury Trading, Relative Value, Hedge Funds, Bonds, Portfolio Management, Options, Arbitrage, Bloomberg, Rates, Trading, Treasury, Trading Systems, Derivatives, Funding, Electronic Trading, Investments, Hedging, Traders, Trading Strategies, Futures, Fixed Income, Government Bonds, Government Securities, Interest Rates
Education
Baruch College, City University of New York (CUNY)
MBA, INDUSTRIAL PSYCHOLOGY
University at Buffalo
BS, MANAGEMENT
Frank Marchesano's BTIG Experience January 2005 - Present
Job Director Equity Trading BTIG
Industry Financial Services
Experience
BTIG January 2005 - Present
Spear, Leeds & Kellogg/Goldman Sachs January 1996 - February 2003
Arnhold and S. Bleichroeder March 1994 - September 1995
Skills
Electronic Trading, Capital Markets, Financial Markets, Trading Systems, Valuation, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2002 — 2006
MBA, Finance
State University of New York College at Brockport 1987 — 1992
BS, Business Administration
BTIG January 2005 - Present
Spear, Leeds & Kellogg/Goldman Sachs January 1996 - February 2003
Arnhold and S. Bleichroeder March 1994 - September 1995
Skills
Electronic Trading, Capital Markets, Financial Markets, Trading Systems, Valuation, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2002 — 2006
MBA, Finance
State University of New York College at Brockport 1987 — 1992
BS, Business Administration
Erik Riffe's BTIG Experience January 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
BTIG January 2013 - Present
Ticonderoga Securities LLC 2011 - 2012
JonesTrading December 2008 - December 2011
Skills
Equity Trading, Market Analysis, Trade Sales, Business Networking, Series 7, Series 63, series 55, Electronic Trading
Education
Suffolk University 2006 — 2008
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
University of Massachusetts Boston 2004 — 2005
BTIG January 2013 - Present
Ticonderoga Securities LLC 2011 - 2012
JonesTrading December 2008 - December 2011
Skills
Equity Trading, Market Analysis, Trade Sales, Business Networking, Series 7, Series 63, series 55, Electronic Trading
Education
Suffolk University 2006 — 2008
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
University of Massachusetts Boston 2004 — 2005
brett katzner's BTIG Experience July 2012 - Present
Job Desk Analyst, BTIG LLC
Industry Investment Management
Experience
BTIG July 2012 - Present
Bascom Hill Partners / Lions Path Capital / The Galleon Group June 2007 - July 2012
Thomas Weisel Partners July 2006 - July 2007
Prudential Securities July 2000 - July 2006
first union 1996 - 1999
first union 1996 - 1999
first union 1996 - 1999
first union 1996 - 1999
first union 1996 - 1999
first union 1996 - 1999
Skills
Hedge Funds, Mutual Funds, Equities, Bloomberg, Alternative Investments, Equity Research
Education
Syracuse University
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA)
BTIG July 2012 - Present
Bascom Hill Partners / Lions Path Capital / The Galleon Group June 2007 - July 2012
Thomas Weisel Partners July 2006 - July 2007
Prudential Securities July 2000 - July 2006
first union 1996 - 1999
first union 1996 - 1999
first union 1996 - 1999
first union 1996 - 1999
first union 1996 - 1999
first union 1996 - 1999
Skills
Hedge Funds, Mutual Funds, Equities, Bloomberg, Alternative Investments, Equity Research
Education
Syracuse University
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA)
Collin Mahoney's BTIG Experience PitcherDetroit Tigers2004 - 2008
Job Trading at BTIG
Industry Financial Services
Experience
BTIG PitcherDetroit Tigers2004 - 2008
Education
Clemson University
BTIG PitcherDetroit Tigers2004 - 2008
Education
Clemson University
Patrick Fabian's BTIG Experience May 2015 - Present
Job Summer Intern at BTIG
Industry
Experience
BTIG May 2015 - Present
Education
Arizona State University, W. P. Carey School of Business 2013 — 2017
Bachelor of Science (B.S.), Finance, Junior
BTIG May 2015 - Present
Education
Arizona State University, W. P. Carey School of Business 2013 — 2017
Bachelor of Science (B.S.), Finance, Junior