BTIG Company
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BTIG Employees
Employee
Years
Job
Industry
Kristin Lyons Kristin Lyons's BTIG Experience November 2011 - October 2012
Job Equity Sales Trader at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets November 2012 - Present
BTIG November 2011 - October 2012
Capco February 2010 - October 2011
IBM - Global Business Services July 2008 - February 2010
Anlyan & Hively Asset Management September 2007 - July 2008
Oceancrest Advisory Services, LLC May 2007 - June 2008
Skills
Equities, Leadership, Financial Analysis, Valuation, Financial Modeling, Bloomberg, Management, Portfolio Management, Finance, Capital Markets, Securities, Strategy, Business Strategy, Trading, Financial Services, Market Research, Investments, Investment Banking, Series 7, Analysis, Sales
Education
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Science, Business Administration, Finance, 3.84 Cameron School of Business GPA; 3.91 Cumulative GPA
BMO Capital Markets November 2012 - Present
BTIG November 2011 - October 2012
Capco February 2010 - October 2011
IBM - Global Business Services July 2008 - February 2010
Anlyan & Hively Asset Management September 2007 - July 2008
Oceancrest Advisory Services, LLC May 2007 - June 2008
Skills
Equities, Leadership, Financial Analysis, Valuation, Financial Modeling, Bloomberg, Management, Portfolio Management, Finance, Capital Markets, Securities, Strategy, Business Strategy, Trading, Financial Services, Market Research, Investments, Investment Banking, Series 7, Analysis, Sales
Education
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Science, Business Administration, Finance, 3.84 Cameron School of Business GPA; 3.91 Cumulative GPA
Edward Parker's BTIG Experience June 2015 - Present
Job Senior Vice President at BTIG
Industry Capital Markets
Experience
BTIG June 2015 - Present
Education
University of California, Berkeley 1999 — 2003
B.A., Political Science
BTIG June 2015 - Present
Education
University of California, Berkeley 1999 — 2003
B.A., Political Science
Tony Lombardo Tony Lombardo's BTIG Experience July 2009 - September 2012
Job MKM Partners
Industry Investment Management
Experience
MKM Partners December 2012 - Present
Lombardo Group LLC October 2005 - December 2012
BTIG July 2009 - September 2012
JMG Capital Management LLC January 2000 - January 2006
Pacific Exchange 1997 - 1999
Skills
Hedge Funds, Asset Managment, Investments, Equities, Alternative Investments, Fixed Income, Bloomberg, Equity Trading, Capital Markets, Securities, Trading, Portfolio Management, Equity Research, Investment Banking, Prime Brokerage, Series 7, ETFs, Options, High Yield, Series 63, Structured Products, Derivatives, Equity Derivatives
Education
University of San Diego 1985 — 1989
BBA, Finance
Miramonte HS
MKM Partners December 2012 - Present
Lombardo Group LLC October 2005 - December 2012
BTIG July 2009 - September 2012
JMG Capital Management LLC January 2000 - January 2006
Pacific Exchange 1997 - 1999
Skills
Hedge Funds, Asset Managment, Investments, Equities, Alternative Investments, Fixed Income, Bloomberg, Equity Trading, Capital Markets, Securities, Trading, Portfolio Management, Equity Research, Investment Banking, Prime Brokerage, Series 7, ETFs, Options, High Yield, Series 63, Structured Products, Derivatives, Equity Derivatives
Education
University of San Diego 1985 — 1989
BBA, Finance
Miramonte HS
Eryn Morgenlander Eryn Morgenlander's BTIG Experience July 2015 - August 2015
Job Sales/Marketing Associate at Proforma
Industry Financial Services
Experience
Proforma September 2014 - Present
BTIG July 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Teamwork, Event Planning, English, Spanish, Facebook, Fundraising, Time Management
Education
University of Florida 2012 — 2016
Bachelor's degree, Economics
Hauppauge High School 2008 — 2012
Proforma September 2014 - Present
BTIG July 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Teamwork, Event Planning, English, Spanish, Facebook, Fundraising, Time Management
Education
University of Florida 2012 — 2016
Bachelor's degree, Economics
Hauppauge High School 2008 — 2012
Matt Druks Matt Druks's BTIG Experience May 2010 - September 2010
Job Account Manager at Gerson Lehrman Group (GLG)
Industry Computer Software
Experience
Gerson Lehrman Group (GLG) June 2014 - Present
FactSet Research Systems September 2013 - June 2014
FactSet August 2011 - September 2013
BTIG May 2010 - September 2010
Merrill January 2010 - May 2010
Skills
Equities, Microsoft Excel, PowerPoint, Market Data, Financial Modeling, Python, Microsoft Office, Data Analysis
Education
Union College 2007 — 2011
Managerial Economics, Business/Managerial Economics
Weston High School
Weston High School
Gerson Lehrman Group (GLG) June 2014 - Present
FactSet Research Systems September 2013 - June 2014
FactSet August 2011 - September 2013
BTIG May 2010 - September 2010
Merrill January 2010 - May 2010
Skills
Equities, Microsoft Excel, PowerPoint, Market Data, Financial Modeling, Python, Microsoft Office, Data Analysis
Education
Union College 2007 — 2011
Managerial Economics, Business/Managerial Economics
Weston High School
Weston High School
Jeff Wilmore Jeff Wilmore's BTIG Experience 2007 - 2007
Job Corporate Account Executive at DoubleDutch
Industry Events Services
Experience
DoubleDutch July 2014 - Present
GlobalEnglish January 2010 - November 2013
University Directories 2009 - 2009
BTIG 2007 - 2007
Education
University of California, Davis 2005 — 2009
BA, Economics
Westside High School
DoubleDutch July 2014 - Present
GlobalEnglish January 2010 - November 2013
University Directories 2009 - 2009
BTIG 2007 - 2007
Education
University of California, Davis 2005 — 2009
BA, Economics
Westside High School
Nakul Mehta's BTIG Experience November 2014 - Present
Job Technology Investment Banking Analyst at BTIG
Industry Investment Banking
Experience
BTIG November 2014 - Present
Education
University of California, Berkeley - Walter A. Haas School of Business
BS, Business Administration
BTIG November 2014 - Present
Education
University of California, Berkeley - Walter A. Haas School of Business
BS, Business Administration
Austin Renk Austin Renk's BTIG Experience July 2012 - August 2012
Job Trader at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC July 2013 - Present
BTIG July 2012 - August 2012
West Bay Builders January 2008 - January 2011
Marin Catholic High School June 2005 - August 2007
Skills
Social Media, Communication, Photoshop, Excel, Microsoft Excel, Series 7, SQL, Time Management, Bloomberg, Fidessa, PowerPoint, Teamwork
Education
University of Oregon 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
marin catholic 2006 — 2009
BTIG, LLC July 2013 - Present
BTIG July 2012 - August 2012
West Bay Builders January 2008 - January 2011
Marin Catholic High School June 2005 - August 2007
Skills
Social Media, Communication, Photoshop, Excel, Microsoft Excel, Series 7, SQL, Time Management, Bloomberg, Fidessa, PowerPoint, Teamwork
Education
University of Oregon 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
marin catholic 2006 — 2009
Mariev Kochenburger's BTIG Experience June 2012 - April 2014
Job Vice President Wedbush Securities
Industry Banking
Experience
Wedbush Securities April 2014 - Present
BTIG June 2012 - April 2014
GE Capital May 2009 - June 2012
Skills
Series 7, Series 63, Portfolio Management, Capital Markets, Hedge Funds, Investments, Bloomberg
Education
John Molson School of Business 2007 — 2009
Finance, 3.98
Université de Montréal / University of Montreal 2004 — 2007
Pharm-D, Pharmacy
College Lionel-Groulx 2001 — 2003
Pure and Applied Science
College Jean-Eudes 1996 — 2001
High School
Wedbush Securities April 2014 - Present
BTIG June 2012 - April 2014
GE Capital May 2009 - June 2012
Skills
Series 7, Series 63, Portfolio Management, Capital Markets, Hedge Funds, Investments, Bloomberg
Education
John Molson School of Business 2007 — 2009
Finance, 3.98
Université de Montréal / University of Montreal 2004 — 2007
Pharm-D, Pharmacy
College Lionel-Groulx 2001 — 2003
Pure and Applied Science
College Jean-Eudes 1996 — 2001
High School
Bobby Croswell's BTIG Experience October 2006 - Present
Job Managing Director
Industry Financial Services
Experience
BTIG October 2006 - Present
StreetAccount, LLC November 2004 - October 2006
Education
University of Mississippi - School of Business Administration 1999 — 2003
BTIG October 2006 - Present
StreetAccount, LLC November 2004 - October 2006
Education
University of Mississippi - School of Business Administration 1999 — 2003
Nick Nolan Nick Nolan's BTIG Experience April 2012 - Present
Job Vice President at BTIG
Industry Venture Capital & Private Equity
Experience
BTIG April 2012 - Present
Education
University of California, Los Angeles 2002 — 2006
SMCHS
BTIG April 2012 - Present
Education
University of California, Los Angeles 2002 — 2006
SMCHS
Austin Thumm Austin Thumm's BTIG Experience June 2015 - August 2015
Job Student at University of Miami
Industry Financial Services
Experience
BTIG June 2015 - August 2015
Education
University of Miami 2013 — 2017
Bachelor’s Degree, Finance, General
BTIG June 2015 - August 2015
Education
University of Miami 2013 — 2017
Bachelor’s Degree, Finance, General
Kevin Campion's BTIG Experience May 2009 - May 2012
Job Franchise Owner at Right at Home Garden City
Industry Hospital & Health Care
Experience
Right at Home Inc. July 2015 - Present
Canaccord Genuity Inc. 2012 - July 2015
BTIG May 2009 - May 2012
UBS 1990 - 2000
Skills
Equities, Series 7, Trading, Series 63, Bloomberg, Equity Trading, Financial Markets, Investment Banking, Capital Markets, Fixed Income, Bonds, Investments, Emerging Markets, Valuation, Hedge Funds, Mutual Funds, Securities, Investment Management, Series 24, Traders
Education
University of Notre Dame 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
Right at Home Inc. July 2015 - Present
Canaccord Genuity Inc. 2012 - July 2015
BTIG May 2009 - May 2012
UBS 1990 - 2000
Skills
Equities, Series 7, Trading, Series 63, Bloomberg, Equity Trading, Financial Markets, Investment Banking, Capital Markets, Fixed Income, Bonds, Investments, Emerging Markets, Valuation, Hedge Funds, Mutual Funds, Securities, Investment Management, Series 24, Traders
Education
University of Notre Dame 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
David Liang's BTIG Experience August 2015 - Present
Job UC Berkeley Walter A. Haas School of Business '17
Industry Financial Services
Experience
BTIG August 2015 - Present
Berkeley Investment Group December 2014 - Present
Berkeley Business Society January 2014 - Present
Adobe June 2015 - August 2015
HedgeSPA June 2015 - August 2015
Walter A. Haas School of Business - Management of Organizations Group February 2015 - June 2015
Bank of America Merrill Lynch September 2014 - December 2014
VRG Capital July 2014 - August 2014
Wall Street Oasis March 2014 - August 2014
Sunnybrook Health Sciences Centre July 2013 - August 2013
Skills
Financial Analysis, Research, Microsoft Excel, Market Research, Teamwork, PowerPoint, Team Leadership, Microsoft Office, Financial Modeling, Equity Research, Analysis, Private Equity, R, Java, Microsoft Word, Marketing, Data Analysis
Education
University of California, Berkeley, Haas School of Business 2013 — 2017
Bachelor of Science (B.S), Business Administration, Cumulative GPA: 3.9
University of California, Berkeley 2013 — 2017
Bachelor of Arts (B.A), Statistics, Cumulative GPA: 3.9
University of Waterloo 2011 — 2011
Shad Valley, Mathematics, Technology, Design, Entrepreneurship
Marc Garneau Collegiate Institute 2009 — 2013
High School, TOPS magnet program for mathematics and the sciences
BTIG August 2015 - Present
Berkeley Investment Group December 2014 - Present
Berkeley Business Society January 2014 - Present
Adobe June 2015 - August 2015
HedgeSPA June 2015 - August 2015
Walter A. Haas School of Business - Management of Organizations Group February 2015 - June 2015
Bank of America Merrill Lynch September 2014 - December 2014
VRG Capital July 2014 - August 2014
Wall Street Oasis March 2014 - August 2014
Sunnybrook Health Sciences Centre July 2013 - August 2013
Skills
Financial Analysis, Research, Microsoft Excel, Market Research, Teamwork, PowerPoint, Team Leadership, Microsoft Office, Financial Modeling, Equity Research, Analysis, Private Equity, R, Java, Microsoft Word, Marketing, Data Analysis
Education
University of California, Berkeley, Haas School of Business 2013 — 2017
Bachelor of Science (B.S), Business Administration, Cumulative GPA: 3.9
University of California, Berkeley 2013 — 2017
Bachelor of Arts (B.A), Statistics, Cumulative GPA: 3.9
University of Waterloo 2011 — 2011
Shad Valley, Mathematics, Technology, Design, Entrepreneurship
Marc Garneau Collegiate Institute 2009 — 2013
High School, TOPS magnet program for mathematics and the sciences
Jenny Sato's BTIG Experience September 2015 - Present
Job Finance Associate at BTIG
Industry Investment Management
Experience
BTIG September 2015 - Present
Education
University of California, Berkeley
B.A., Political Economy
BTIG September 2015 - Present
Education
University of California, Berkeley
B.A., Political Economy
George O'krepkie George O'krepkie's BTIG Experience February 2009 - May 2010
Job Chief Executive Officer at AX Trading Group, LLC
Industry Financial Services
Experience
AX Trading Group, LLC June 2015 - Present
Bonds.com January 2009 - December 2014
BTIG February 2009 - May 2010
MarketAxess January 1999 - September 2008
MarketAxess January 2001 - March 2005
TradingEdge January 1999 - January 2001
Lehman Brothers January 1994 - January 1999
Kidder Peabody 1991 - 1994
XEROX Corporation September 1989 - January 1991
Skills
Electronic Trading, Fixed Income, Trading, Credit Derivatives, Emerging Markets, High Yield, Market, Sales Management, Professional Services, Pricing Strategy, Globalization, Series 7, Capital Markets, Bloomberg, Securities, Financial Markets, Equities, Credit, Derivatives, Asset Management, Bonds, Alternative Investments, Investments, Wealth Management, Investment Banking, Mutual Funds, Portfolio Management, Trading Systems, Financial Services, Structured Products, Hedge Funds, CDS, Series 24, Series 63, Options, FINRA, Relationship Management, Start-ups, Private Equity, Valuation, Finance, ETFs, Equity Trading, Asset Allocation, Financial Structuring, Investor Relations, Corporate Finance, Mergers, Due Diligence, Venture Capital
Education
University of Maryland College Park 1984 — 1989
BS, Economics
AX Trading Group, LLC June 2015 - Present
Bonds.com January 2009 - December 2014
BTIG February 2009 - May 2010
MarketAxess January 1999 - September 2008
MarketAxess January 2001 - March 2005
TradingEdge January 1999 - January 2001
Lehman Brothers January 1994 - January 1999
Kidder Peabody 1991 - 1994
XEROX Corporation September 1989 - January 1991
Skills
Electronic Trading, Fixed Income, Trading, Credit Derivatives, Emerging Markets, High Yield, Market, Sales Management, Professional Services, Pricing Strategy, Globalization, Series 7, Capital Markets, Bloomberg, Securities, Financial Markets, Equities, Credit, Derivatives, Asset Management, Bonds, Alternative Investments, Investments, Wealth Management, Investment Banking, Mutual Funds, Portfolio Management, Trading Systems, Financial Services, Structured Products, Hedge Funds, CDS, Series 24, Series 63, Options, FINRA, Relationship Management, Start-ups, Private Equity, Valuation, Finance, ETFs, Equity Trading, Asset Allocation, Financial Structuring, Investor Relations, Corporate Finance, Mergers, Due Diligence, Venture Capital
Education
University of Maryland College Park 1984 — 1989
BS, Economics
Keith Baguer's BTIG Experience June 2011 - August 2011
Job Associate at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank October 2013 - Present
MainStreet Apps October 2012 - October 2013
BTIG June 2011 - August 2011
Experian Hitwise June 2010 - August 2010
Financial Professionals Marketing Group June 2009 - August 2009
Skills
Microsoft Excel, Bloomberg, Financial Analysis, Salesforce.com, Financial Modeling, Microsoft Office, Portfolio Management, Sales, New Business Development, PowerPoint, Market Research, Investments, Social Media, Business Development, Equities, Marketing, Marketing Strategy, Bloomberg Terminal, Analysis, Competitive Analysis
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2012
BS, Finance
Seton Hall Preparatory School 2004 — 2008
Deutsche Bank October 2013 - Present
MainStreet Apps October 2012 - October 2013
BTIG June 2011 - August 2011
Experian Hitwise June 2010 - August 2010
Financial Professionals Marketing Group June 2009 - August 2009
Skills
Microsoft Excel, Bloomberg, Financial Analysis, Salesforce.com, Financial Modeling, Microsoft Office, Portfolio Management, Sales, New Business Development, PowerPoint, Market Research, Investments, Social Media, Business Development, Equities, Marketing, Marketing Strategy, Bloomberg Terminal, Analysis, Competitive Analysis
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2012
BS, Finance
Seton Hall Preparatory School 2004 — 2008
Bryan Schnugg Bryan Schnugg's BTIG Experience May 2008 - July 2008
Job Experienced Business Intelligence Professional
Industry Wine and Spirits
Experience
Moët Hennessy USA March 2015 - Present
The Olympic Club Foundation November 2013 - Present
Southern Wine & Spirits July 2014 - March 2015
Southern Wine & Spirits July 2012 - July 2014
UC Berkeley Varsity Water Polo August 2007 - December 2011
Stifel Nicolaus Weisel May 2011 - July 2011
BTIG May 2008 - July 2008
Skills
Data Analysis, Business Intelligence, Market Research, PowerPoint, Competitive Analysis, Training, Public Speaking, Microsoft Excel, Community Outreach, Leadership, Market Analysis, Marketing, Social Media, Tableau, Information Design, Nielsen Nitro, Business Objects, Business Analysis, Report Writing, Reporting & Analysis, Alcoholic Beverages, Wine & Spirits Industry, Microsoft Word, Nielsen Data, Team Leadership, Philanthropy, Fundraising, Microsoft Office, Strategic Planning, Corporate Strategy..., Data Visualization, Employee Training, IRI
Education
University of California, Berkeley 2007 — 2011
BA, Globalization and Consumer Behavior
Moët Hennessy USA March 2015 - Present
The Olympic Club Foundation November 2013 - Present
Southern Wine & Spirits July 2014 - March 2015
Southern Wine & Spirits July 2012 - July 2014
UC Berkeley Varsity Water Polo August 2007 - December 2011
Stifel Nicolaus Weisel May 2011 - July 2011
BTIG May 2008 - July 2008
Skills
Data Analysis, Business Intelligence, Market Research, PowerPoint, Competitive Analysis, Training, Public Speaking, Microsoft Excel, Community Outreach, Leadership, Market Analysis, Marketing, Social Media, Tableau, Information Design, Nielsen Nitro, Business Objects, Business Analysis, Report Writing, Reporting & Analysis, Alcoholic Beverages, Wine & Spirits Industry, Microsoft Word, Nielsen Data, Team Leadership, Philanthropy, Fundraising, Microsoft Office, Strategic Planning, Corporate Strategy..., Data Visualization, Employee Training, IRI
Education
University of California, Berkeley 2007 — 2011
BA, Globalization and Consumer Behavior
Jennifer Germany Croswell's BTIG Experience 2006 - 2009
Job Director, Investment Talent Development at Point72 Asset Management
Industry Financial Services
Experience
Point72 Asset Management, L.P. 2009 - Present
BTIG 2006 - 2009
Cambridge Investments 2006 - 2006
Avenue Capital Group/Sandcastle Capital Management 2004 - 2006
Education
University of Mississippi 2000 — 2003
University of Cambridge 2002 — 2002
Highland Park High School 1996 — 2000
Point72 Asset Management, L.P. 2009 - Present
BTIG 2006 - 2009
Cambridge Investments 2006 - 2006
Avenue Capital Group/Sandcastle Capital Management 2004 - 2006
Education
University of Mississippi 2000 — 2003
University of Cambridge 2002 — 2002
Highland Park High School 1996 — 2000
Collin Thorne's BTIG Experience March 2010 - Present
Job Trader at BTIG
Industry Financial Services
Experience
BTIG March 2010 - Present
Global Crown Capital July 2008 - April 2010
Wells Fargo Bank November 2006 - June 2008
Skills
Investments, Asset Management, Equities, Series 7, Bloomberg, Banking, Fixed Income, Loans, Microsoft Excel, Sales, Valuation, Series 63, Event Planning, Financial Analysis
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (BA)
BTIG March 2010 - Present
Global Crown Capital July 2008 - April 2010
Wells Fargo Bank November 2006 - June 2008
Skills
Investments, Asset Management, Equities, Series 7, Bloomberg, Banking, Fixed Income, Loans, Microsoft Excel, Sales, Valuation, Series 63, Event Planning, Financial Analysis
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (BA)
Walter Piecyk's BTIG Experience March 2010 - Present
Job
Industry Financial Services
Experience
BTIG March 2010 - Present
Skills
Hedge Funds, Equities, Investments, Capital Markets, Asset Management, Management
Education
University of Pennsylvania 1989 — 1993
Bachelor of Science (BS)
BTIG March 2010 - Present
Skills
Hedge Funds, Equities, Investments, Capital Markets, Asset Management, Management
Education
University of Pennsylvania 1989 — 1993
Bachelor of Science (BS)
Alfredo Chang's BTIG Experience 2009 - November 2010
Job CFO at Latam Jets Holdings
Industry Financial Services
Experience
Latam Jets Holdings August 2012 - Present
Inception Partners, LLC 2010 - Present
Breslau Capital Partners, LLC 2011 - September 2012
BTIG 2009 - November 2010
Lehman Brothers AM 2007 - 2009
Lehman Brothers 2007 - 2008
GE Asset Management 2000 - 2007
GE 2000 - 2007
AIG Global Investment Group 1996 - 2000
Bankers Trust 1994 - 1996
Skills
Investment Banking, High Yield, Strategy, Asset Allocation, Derivatives, Private Equity, Investments, Credit
Education
University of Florida 1990 — 1993
Bachelors, Finance
Latam Jets Holdings August 2012 - Present
Inception Partners, LLC 2010 - Present
Breslau Capital Partners, LLC 2011 - September 2012
BTIG 2009 - November 2010
Lehman Brothers AM 2007 - 2009
Lehman Brothers 2007 - 2008
GE Asset Management 2000 - 2007
GE 2000 - 2007
AIG Global Investment Group 1996 - 2000
Bankers Trust 1994 - 1996
Skills
Investment Banking, High Yield, Strategy, Asset Allocation, Derivatives, Private Equity, Investments, Credit
Education
University of Florida 1990 — 1993
Bachelors, Finance
Michael Wohlstadter's BTIG Experience April 2008 - Present
Job Vice President Options Sales and Trading at BTIG
Industry Financial Services
Experience
BTIG April 2008 - Present
Group One Trading August 1998 - March 2008
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance
BTIG April 2008 - Present
Group One Trading August 1998 - March 2008
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance
Matthew Zucker's BTIG Experience December 2009 - March 2010
Job Managing Director at Pomelo Capital LLC
Industry Investment Management
Experience
Pomelo Capital LLC December 2014 - Present
Soros Fund Management March 2010 - March 2014
BTIG December 2009 - March 2010
BAM Capital LLC April 2008 - July 2009
Quattro Global Capital LLC March 2003 - March 2008
BNP Paribas February 1997 - March 2002
Skills
Fixed Income, Capital Markets, Equities, Hedge Funds, Bloomberg
Education
University of Maryland College Park 1991 — 1995
Pomelo Capital LLC December 2014 - Present
Soros Fund Management March 2010 - March 2014
BTIG December 2009 - March 2010
BAM Capital LLC April 2008 - July 2009
Quattro Global Capital LLC March 2003 - March 2008
BNP Paribas February 1997 - March 2002
Skills
Fixed Income, Capital Markets, Equities, Hedge Funds, Bloomberg
Education
University of Maryland College Park 1991 — 1995
Robert Langer's BTIG Experience November 2009 - September 2011
Job Principal at Gallatin Wealth Management
Industry Investment Management
Experience
Gallatin Wealth Management July 2014 - Present
Schechter Wealth Strategies November 2012 - September 2013
BTIG November 2009 - September 2011
Skills
Equities, Alternative Investments, Bloomberg, Business Strategy, Credit Analysis, Portfolio Management, Hedge Funds, Wealth Management, Project Management, Asset Managment, Asset Allocation, Due Diligence, Capital Markets, Investment Banking, Investment Strategies, Venture Capital, Private Equity, Investments, Fixed Income, Structured Products, Series 7
Education
University of Pennsylvania - The Wharton School
Gallatin Wealth Management July 2014 - Present
Schechter Wealth Strategies November 2012 - September 2013
BTIG November 2009 - September 2011
Skills
Equities, Alternative Investments, Bloomberg, Business Strategy, Credit Analysis, Portfolio Management, Hedge Funds, Wealth Management, Project Management, Asset Managment, Asset Allocation, Due Diligence, Capital Markets, Investment Banking, Investment Strategies, Venture Capital, Private Equity, Investments, Fixed Income, Structured Products, Series 7
Education
University of Pennsylvania - The Wharton School
Bérge Marangosian's BTIG Experience OperationsWR Hambrecht + CoMarch 2000 - December 2007
Job Operations at BTIG
Industry Investment Banking
Experience
BTIG OperationsWR Hambrecht + CoMarch 2000 - December 2007
Education
University of California, Berkeley 1993 — 1997
BTIG OperationsWR Hambrecht + CoMarch 2000 - December 2007
Education
University of California, Berkeley 1993 — 1997
Mark Varnes's BTIG Experience 2003 - September 2011
Job Student
Industry Music
Experience
PDV LLC January 2012 - Present
BTIG 2003 - September 2011
Banc of America Securities 1998 - 2003
Montgomery Securities 1993 - 1998
Performance Analytics 1990 - 1993
CME/CBOT - Independent Floor Trader June 1980 - May 1990
Skills
Managerial Experience, Equity Trading, Risk Management, Problem Solving, Customer Service, Business Process..., Brand Loyalty
Education
University of Illinois at Chicago 1980 — 1986
BBA, Finance, Capital Markets
Montini HS 1975 — 1979
PDV LLC January 2012 - Present
BTIG 2003 - September 2011
Banc of America Securities 1998 - 2003
Montgomery Securities 1993 - 1998
Performance Analytics 1990 - 1993
CME/CBOT - Independent Floor Trader June 1980 - May 1990
Skills
Managerial Experience, Equity Trading, Risk Management, Problem Solving, Customer Service, Business Process..., Brand Loyalty
Education
University of Illinois at Chicago 1980 — 1986
BBA, Finance, Capital Markets
Montini HS 1975 — 1979
Todd Sycoff's BTIG Experience February 2009 - February 2010
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald May 2013 - Present
Gleacher & Co March 2010 - April 2013
BTIG February 2009 - February 2010
Bear Stearns Asset Management March 2006 - July 2008
Bear Stearns April 2002 - March 2006
Merrill Lynch March 1990 - November 2001
Drexel Burnham Lambert August 1989 - February 1990
Skills
Trading, Investments, High Yield, Portfolio Management, Mergers & Acquisitions, Fixed Income, Banking, Securities, Hedge Funds, Valuation, Corporate Finance, Buy-side, Asset Management, Capital Markets
Education
University of Pennsylvania - The Wharton School 1985 — 1989
BS in Economics, Finance, Management
Cantor Fitzgerald May 2013 - Present
Gleacher & Co March 2010 - April 2013
BTIG February 2009 - February 2010
Bear Stearns Asset Management March 2006 - July 2008
Bear Stearns April 2002 - March 2006
Merrill Lynch March 1990 - November 2001
Drexel Burnham Lambert August 1989 - February 1990
Skills
Trading, Investments, High Yield, Portfolio Management, Mergers & Acquisitions, Fixed Income, Banking, Securities, Hedge Funds, Valuation, Corporate Finance, Buy-side, Asset Management, Capital Markets
Education
University of Pennsylvania - The Wharton School 1985 — 1989
BS in Economics, Finance, Management
J Naidrich's BTIG Experience January 2008 - November 2012
Job Managing Director Institutional Equity Trading at ISI Group
Industry Financial Services
steve mcnamee's BTIG Experience March 2008 - Present
Job Director at BTIG
Industry Financial Services
Experience
BTIG March 2008 - Present
Fimat Preferred 1990 - 2008
Skills
Series 7, Hedge Funds, Equities, Equity Research, Fixed Income, Securities, Investments, Electronic Trading, Alternative Investments, Series 63, Trading, Bloomberg, Equity Trading, Trading Systems, Options, Capital Markets
Education
University of San Francisco 1984 — 1988
BTIG March 2008 - Present
Fimat Preferred 1990 - 2008
Skills
Series 7, Hedge Funds, Equities, Equity Research, Fixed Income, Securities, Investments, Electronic Trading, Alternative Investments, Series 63, Trading, Bloomberg, Equity Trading, Trading Systems, Options, Capital Markets
Education
University of San Francisco 1984 — 1988
Ronnet Roth Glezer's BTIG Experience August 2010 - May 2011
Job Executive Director. Fixed Income Sales at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. February 2014 - Present
CRT Capital Group September 2011 - April 2013
Citadel Securities May 2011 - September 2011
BTIG August 2010 - May 2011
Finacorp Securities March 2009 - June 2010
Goldman Sachs April 2004 - November 2008
GMAC-RFC November 2002 - April 2004
Bloomberg March 2001 - November 2002
Donaldson, Lufkin & Jenrette April 1999 - October 2000
Morgan Stanley October 1996 - March 1999
Skills
Relationship Management, MBS, Investor Relations, Electronic Trading, Sales, Financial Services, Series 24, Corporate Finance, Institutional..., Mortgage Lending, Equities, Financial Institutions, Interest Rate..., Commercial Banking, Securitization, Options, Asset Management, Alternative Investments
Education
State University of New York at Albany
B.A.
Mizuho Securities USA Inc. February 2014 - Present
CRT Capital Group September 2011 - April 2013
Citadel Securities May 2011 - September 2011
BTIG August 2010 - May 2011
Finacorp Securities March 2009 - June 2010
Goldman Sachs April 2004 - November 2008
GMAC-RFC November 2002 - April 2004
Bloomberg March 2001 - November 2002
Donaldson, Lufkin & Jenrette April 1999 - October 2000
Morgan Stanley October 1996 - March 1999
Skills
Relationship Management, MBS, Investor Relations, Electronic Trading, Sales, Financial Services, Series 24, Corporate Finance, Institutional..., Mortgage Lending, Equities, Financial Institutions, Interest Rate..., Commercial Banking, Securitization, Options, Asset Management, Alternative Investments
Education
State University of New York at Albany
B.A.
Bonnie Murray's BTIG Experience March 2011 - May 2014
Job Head of Marketing and IR at Astellon Capital
Industry Investment Management
Experience
Astellon Capital September 2014 - March 2015
BTIG March 2011 - May 2014
EH Smith Jacobs & Co. January 2005 - December 2009
Galleon Group January 2004 - December 2005
SunTrust Investment Services September 2001 - December 2003
Education
University of North Carolina at Wilmington 1997 — 2001
BA, Finance
Astellon Capital September 2014 - March 2015
BTIG March 2011 - May 2014
EH Smith Jacobs & Co. January 2005 - December 2009
Galleon Group January 2004 - December 2005
SunTrust Investment Services September 2001 - December 2003
Education
University of North Carolina at Wilmington 1997 — 2001
BA, Finance
Christopher Hopgood's BTIG Experience October 2010 - February 2012
Job Entrepreneur, Software Development
Industry Financial Services
Experience
Vesel_interactive February 2012 - Present
Btig October 2010 - February 2012
Ramius Capital Group January 2007 - October 2010
Limestone Development June 2005 - December 2006
University of Vermont April 2002 - May 2005
Skills
Hedge Funds, Bloomberg, Series 7, Series 63, Series 24, Series 4, Series 3, Charles River IMS, Microsoft Office, Derivatives Trading, Volatility, Supervision, Sell Side, Buy-side, Energy Derivatives, Market Color, Arbitrage, Fixed Income Technology, Business Development, Equity Derivatives, Financial Technology, Entrepreneurship, Hedging, FINRA
Education
University of Vermont 2001 — 2005
Bachelor of Science in Business Administration, Entrepreneurship
University of Otago 2003 — 2003
Vesel_interactive February 2012 - Present
Btig October 2010 - February 2012
Ramius Capital Group January 2007 - October 2010
Limestone Development June 2005 - December 2006
University of Vermont April 2002 - May 2005
Skills
Hedge Funds, Bloomberg, Series 7, Series 63, Series 24, Series 4, Series 3, Charles River IMS, Microsoft Office, Derivatives Trading, Volatility, Supervision, Sell Side, Buy-side, Energy Derivatives, Market Color, Arbitrage, Fixed Income Technology, Business Development, Equity Derivatives, Financial Technology, Entrepreneurship, Hedging, FINRA
Education
University of Vermont 2001 — 2005
Bachelor of Science in Business Administration, Entrepreneurship
University of Otago 2003 — 2003
Joseph Curro's BTIG Experience Senior VIce PresidentCantor FitzgeraldFebruary 2003 - February 2008
Job Managing Director, CoHead of Global Event Driven Strategies BTIG
Industry Financial Services
Experience
BTIG Senior VIce PresidentCantor FitzgeraldFebruary 2003 - February 2008
Lehman Brothers Holdings Inc. August 2000 - January 2003
Education
University of Miami 1996 — 2000
Bachelor's Degree, Mathematics
BTIG Senior VIce PresidentCantor FitzgeraldFebruary 2003 - February 2008
Lehman Brothers Holdings Inc. August 2000 - January 2003
Education
University of Miami 1996 — 2000
Bachelor's Degree, Mathematics
devin drobbin's BTIG Experience September 2006 - Present
Job Senior vice president at BTIG
Industry Financial Services
Experience
BTIG September 2006 - Present
Skills
Equities, Series 63, Hedge Funds, Fixed Income, Bloomberg, Electronic Trading, Securities, Trading, Trading Systems, Equity Trading, Capital Markets, Alternative Investments, Asset Management, Series 24
Education
University of Maryland College Park 2002 — 2006
BTIG September 2006 - Present
Skills
Equities, Series 63, Hedge Funds, Fixed Income, Bloomberg, Electronic Trading, Securities, Trading, Trading Systems, Equity Trading, Capital Markets, Alternative Investments, Asset Management, Series 24
Education
University of Maryland College Park 2002 — 2006
Jake Dardashtian's BTIG Experience June 2009 - Present
Job Institutional Equity Derivatives Sales Trader at BTIG
Industry Financial Services
Experience
BTIG June 2009 - Present
Education
University of Miami - School of Business 2004 — 2008
B.S., Finance/Entrepeneurship
BTIG June 2009 - Present
Education
University of Miami - School of Business 2004 — 2008
B.S., Finance/Entrepeneurship
Dan Arlotta's BTIG Experience June 2010 - August 2010
Job Assistant Vice President at Garnet Capital Advisors
Industry Financial Services
Experience
Garnet Capital Advisors February 2013 - Present
MF Global June 2011 - April 2012
BTIG June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Skills
Portfolio Management, Trading, Capital Markets, Equities
Education
UNC Chapel Hill 2008 — 2012
BA, Economics, Political Science
HHS
Garnet Capital Advisors February 2013 - Present
MF Global June 2011 - April 2012
BTIG June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Skills
Portfolio Management, Trading, Capital Markets, Equities
Education
UNC Chapel Hill 2008 — 2012
BA, Economics, Political Science
HHS
Douglas Finkel's BTIG Experience January 2007 - Present
Job Senior Vice President at BTIG
Industry Financial Services
Experience
BTIG January 2007 - Present
Pali Capital October 2006 - December 2006
Bloomberg September 2000 - September 2006
Skills
Equity Derivatives, Trading Systems, Trading, Series 7, Derivatives, Electronic Trading, Fixed Income, Equities
Education
University of Michigan 1996 — 2000
BA
BTIG January 2007 - Present
Pali Capital October 2006 - December 2006
Bloomberg September 2000 - September 2006
Skills
Equity Derivatives, Trading Systems, Trading, Series 7, Derivatives, Electronic Trading, Fixed Income, Equities
Education
University of Michigan 1996 — 2000
BA
Matt Partain's BTIG Experience 2010 - Present
Job Prime Brokerage Sales at BTIG
Industry Financial Services
Experience
BTIG 2010 - Present
Banc of America Securities 2007 - 2009
Banc of America Securities 2002 - 2007
Education
University of California, Los Angeles 1989 — 1994
Engineering
Los Gatos High school
BTIG 2010 - Present
Banc of America Securities 2007 - 2009
Banc of America Securities 2002 - 2007
Education
University of California, Los Angeles 1989 — 1994
Engineering
Los Gatos High school
Dan Hern's BTIG Experience August 2007 - Present
Job Salestrader at BTIG
Industry Financial Services
Experience
BTIG August 2007 - Present
Prudential Equity Group January 2001 - August 2007
Donaldson, Lufkin & Jenrette May 1999 - November 2000
Education
University of Massachusetts, Amherst 1986 — 1990
Finace
BTIG August 2007 - Present
Prudential Equity Group January 2001 - August 2007
Donaldson, Lufkin & Jenrette May 1999 - November 2000
Education
University of Massachusetts, Amherst 1986 — 1990
Finace
Eric Lubin's BTIG Experience May 2009 - August 2009
Job Crude Oil Broker at GFI Group, Starsupply
Industry Financial Services
Experience
GFI Group, Starsupply June 2010 - Present
BTIG May 2009 - August 2009
Skills
Derivatives, Trading Systems, Series 7, Energy, Corporate Finance, Asset Managment, Market Research, Microsoft Excel, Marketing, Microsoft Office, Commodity, PowerPoint, Business Development, Marketing Strategy, Options
Education
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services
GFI Group, Starsupply June 2010 - Present
BTIG May 2009 - August 2009
Skills
Derivatives, Trading Systems, Series 7, Energy, Corporate Finance, Asset Managment, Market Research, Microsoft Excel, Marketing, Microsoft Office, Commodity, PowerPoint, Business Development, Marketing Strategy, Options
Education
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Jessica Kelsey's BTIG Experience June 2009 - August 2009
Job Sales Assistant at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2013 - Present
Newedge July 2012 - May 2013
Newedge August 2011 - July 2012
Metamorphic Ventures May 2010 - August 2010
BTIG June 2009 - August 2009
Skills
Series 7, Series 63, Series 3, GMAT, Options, Trading, Interest Rate..., Series 55, FINRA, Microsoft Excel, Investments
Education
University of Michigan 2007 — 2011
Bachelor's degree, Economics
Deutsche Bank May 2013 - Present
Newedge July 2012 - May 2013
Newedge August 2011 - July 2012
Metamorphic Ventures May 2010 - August 2010
BTIG June 2009 - August 2009
Skills
Series 7, Series 63, Series 3, GMAT, Options, Trading, Interest Rate..., Series 55, FINRA, Microsoft Excel, Investments
Education
University of Michigan 2007 — 2011
Bachelor's degree, Economics