Cabrera Capital Markets, LLC
Located in: Law Offices of Thomas BattistaAddress: 10 S LaSalle St #1050, Chicago, IL 60603 Phone: (312) 236-8888Website: : Hours: Category: : : : : Place name: : Website: http://www.cabreracapital.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cabrera Capital Markets LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Cabrera Capital Markets, LLC Employees
Aramark Uniform Services January 2015 - Present
XB Logistics September 2014 - Present
University of Southern California September 2013 - Present
Cabrera Capital Markets, LLC June 2014 - August 2014
McNair Scholars Program at USC January 2012 - May 2014
USC Latino Business Student Association 2014 - 2014
University of Southern California September 2012 - October 2013
Coalition for Humane Immigrant Rights of Los Angeles June 2012 - August 2012
Pasadena City College August 2009 - August 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Qualitative Research, Community Outreach, Time Management, Access, Data Analysis, Economics, Market Research, SPSS, Spanish, Statistics, Public Speaking, Nonprofits, Higher Education, Policy Analysis, Event Planning, Social Media, Fundraising, Marketing, Teaching, Social Networking, Editing, Facebook
Education
University of Southern California 2011 — 2013
Bachelor's degree, Economics / American Studies & Ethnicity - Minor in Business Entrepreneurship, 3,8
UCLA Anderson School of Management 2009 — 2011
Riordan Programs, Business School Preparation
Pasadena Community College 2008 — 2011
Associate of Arts (A.A.), Economics
Cabrera Capital Markets, LLC October 2012 - March 2015
Element 64 Ltd. June 2010 - June 2014
School of Rock Entertainment May 2004 - October 2013
Signature Entertainment January 2009 - July 2012
Skills
Angel Investing, Venture Capital, Private Equity, Business Development, Gemology, Luxury Goods, Gold, Diamonds, Jewelry, Jewelry Design, Pearls, Gems, Colored Gemstones, Watches, Merchandising, International Business, Appraisals, Entrepreneurship, Sales, Luxury, International Marketing, Marketing Strategy, Business Planning, E-commerce, Business Strategy, Brand Management, Product Development, Market Research, Fashion, Silver, Brand Development, Online Marketing, Negotiation, New Business Development, Market Analysis, International Sales, Competitive Analysis, Market Planning, Start-ups, Wholesale, Commodity, Financial Modeling, Trading, Strategy, International Trade, Retail, Investments, Mergers & Acquisitions, Business, Financial Analysis
Education
European University 2011 — 2012
Master of Business Administration (M.B.A.), Global Banking & Finance, 3.9
European University 2008 — 2010
Bachelor of Business Administration (B.B.A.), International Relations, 3.8
Investment Banking Institute 2014 — 2014
Financial Modeling and Valuation Training, Finance, General
Bishop's College School 2004 — 2008
High School, Business
Gemological Institute of America 2007 — 2007
Graduate Pearls, Graduate Pearls
Gemological Institute of America 2004 — 2004
AJP, Accredited Jewelry Professional
Cabrera Capital Markets, LLC March 2013 - Present
Chapdelaine Tullet Prebon March 2012 - January 2013
BGC Partners June 2008 - February 2012
Tullett Prebon July 2006 - May 2008
Cantor Fitzgerald January 2002 - June 2006
Credit Suisse February 2000 - January 2002
Morgan Stanley January 1999 - January 2000
Cantor Fitzgerald January 1993 - January 1999
Skills
NASD Series 7, 63, Series 7, Series 63, Equities, Fixed Income, Financial Markets, Bloomberg, Investments, Electronic Trading, Securities, Hedge Funds, Portfolio Management, Mutual Funds, Trading Systems, Capital Markets, Wealth Management, Asset Management, Account Management, Strategic Financial..., New Business Development, Options, Bloomberg Terminal
Education
Fordham University
Bachelor of Arts (B.A.), Communication and Media Studies
Cabrera Capital Partners, LLC August 2012 - Present
Cabrera Capital Markets, LLC August 2012 - Present
Baird & Warner June 2012 - August 2012
Kellogg School of Management September 2010 - June 2012
Roycemore School Corp September 2009 - December 2009
Northwestern University September 2008 - June 2009
Skills
Analysis, Financial Analysis, Investments, Data Analysis, Asset Management, Microsoft Excel, Research, Finance, Real Estate, Leadership, Market Research, Business Strategy, PowerPoint, Strategic Planning, Real Estate Development, Real Estate Financing, Financial Modeling, Quantitative Research, Spanish, Qualitative Research, Team Building, Pension Funds, Business Analysis, Economic Research, Key Performance..., Pitch Books, Redevelopment
Education
Northwestern University 2008 — 2012
B.A., Economics, Political Science, Business Institutions
University of Southern California 2014 — 2014
Certificate, Real Estate
Real Estate Associate Program (REAP) 2013 — 2013
Certificate, Real Estate
Plainfield Central High School 2004 — 2008
High School Diploma
ALPFA.org — Empowering Latino Leaders June 2014 - Present
TIGER 21 August 2011 - Present
Garcia Trujillo November 2009 - June 2014
Aetna October 2007 - March 2013
Winn Dixie Stores November 2006 - March 2012
the U.S. Air Force Academy June 2005 - January 2011
Cabrera Capital Markets, LLC February 2009 - October 2009
Vfinance Investments Inc. May 2006 - February 2009
Sterling Financial Group of Companies September 1997 - September 2006
Florida State Board of Education July 2001 - January 2005
Skills
Strategy, Entrepreneurship, Leadership, Mergers & Acquisitions, Management, Venture Capital, Start-ups, Strategic Planning, Public Speaking, Private Equity, Investments, Executive Management, Social Media, Mergers, Business Strategy, Business Development, Sales, Finance, New Business Development, Management Consulting, Business Planning, Sales Management, Negotiation, Team Management, Budgets, Due Diligence, Financial Modeling, Strategic Partnerships, Published Author, Political Science, Financial Analysis, Corporate Finance, Contract Negotiation, CNN Newsource, LinkedIn, Corporate Development, Non-profits, Board Leadership, Cross-functional Team..., Financial Services, Risk Management, Portfolio Management, Strategic Advisory, Twitter, Process Improvement, Competitive Analysis, Hispanic Market, Forecasting, Latin American markets, Branding Consultancy
Education
Columbia University School of Law 1991 — 1994
JD, Securities Law
University of Oklahoma 1985 — 1987
Master's of Public Administration, Finance
United States Air Force Academy 1979 — 1983
Bachelor of Science, Engineering, Political Science, History
Robinson Community Learning Center October 2014 - Present
S.A.I.N.T.S.-St. Adalbert’s After-School Tutoring Program September 2014 - Present
University of Notre Dame April 2013 - May 2015
Cabrera Capital Markets, LLC June 2013 - August 2013
Subway August 2012 - May 2013
City of Tampa January 2011 - July 2012
Skills
Teaching, Academic Tutoring, Research, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Public Speaking, Spanish, Data Analysis, Customer Service, Leadership, Writing, Fundraising, Teamwork, Tutoring
Education
University of Notre Dame 2012 — 2016
Program of Liberal Studies
Tampa Catholic High School 2008 — 2012
Egon Zehnder International 2012 - 2015
Russell Reynolds Associates 2011 - 2012
Cabrera Capital Markets, LLC 2009 - 2011
Jacobi Group Integrated Communications 2008 - 2008
Barcelona Guest House 2007 - 2008
Marwood Group 2004 - 2007
Skills
Press Releases, Research, Leadership, Human Resources, Project Planning, Administrative..., Spanish, Event Planning, PowerPoint, Newsletters, Marketing, Proposal Writing, Executive Search
Education
United International Business School- Barcelona 2008 — 2008
Master of Business Administration (MBA), International Management and Marketing
Fordham University 2000 — 2003
Bachelor's degree, International Studies ( Latin American/Latino Studies)
Cabrera Capital Markets, LLC September 2006 - Present
Illini Bank September 2005 - August 2006
Skills
Equities, Fixed Income, Investment Banking, Derivatives, Due Diligence, Capital Markets, Series 7, Investments, Securities, Financial Modeling, Bloomberg, Financial Analysis, Bonds
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Finance
RainMaker Securities, LLC May 2013 - Present
Feeley Capital Markets, LLC October 2009 - Present
Aeroscraft Corporation March 2013 - December 2014
Cabrera Capital Markets, LLC March 2010 - October 2012
WorkingPerson.com April 2007 - October 2009
Wit SoundView September 1997 - April 2001
Kemper Securities Corporation July 1980 - June 1993
EVEREN Securities 1980 - 1993
Skills
Private Placements, IPO, Financial Services, Finance, Real Estate, Healthcare, Secondary Offerings, PIPEs, Investment Banking, Capital Markets, Equities, Entrepreneurship, CFO, Consumer & Retail, Syndicate, Series 7, Alternative Investments, Venture Capital, Investments, Securities, Asset Management, Private Equity, Corporate Finance, Start-ups, Mergers & Acquisitions, Equity Capital Markets, Hedge Funds, Capital, Financial Markets, Valuation, Due Diligence, Equity Research, Corporate Development, Structured Finance, Financial Modeling, Bonds, Trading, Portfolio Management, Fixed Income, Equity Trading, Options, Series 63
Education
Loyola University of Chicago - Graduate School of Business 1981 — 1986
MBA, Finance
Georgetown University 1976 — 1980
BSBA, Finance
Loyola Academy 1972 — 1976
CastleOak Securities, L,P. May 2013 - April 2015
Cabrera Capital Markets, LLC January 2007 - May 2013
Robert W. Baird & Co. January 2006 - November 2007
JPMorgan Chase & Co. January 1987 - December 2006
JP Morgan / formerly Banc One / formerly First Chicago NBD August 1996 - December 1998
Skills
Sales Management, New Business Development, Trading, Business Strategy, Mutual Funds, Sales, Key Account Management, Relationship Building, Municipal Sales, Corporate Clients, Investment Management, Sales Operations, Customer Satisfaction, Sales Process, Business Development, Business Intelligence, Key Account Development, Key Account..., Key Account..., Revenue Expansion, High Performance Sales..., Underwriting, Municipal Bonds, Tier 1 Accounts, Secondary Trading, Top Producer, Revenue & Profit Growth, Profits, Book of Business, Trading Strategies, Client Rapport, Client Development, Relationship Management, Customer Relations, Account Management, Vice Presidents, Director, Senior Vice President, Sales Manager, Banking, Compliance, Investment Banking, Administration, Financial Markets, Independent Investment..., Fixed Income Strategies, tax exempt strategies, Institutional Sales
Education
University of Arizona
Bachelor's Degree, Business Administration and Management, General
Evercore Wealth Management, LLC December 2014 - Present
Cabrera Capital Markets, LLC October 2014 - December 2014
NBC Sports June 2013 - September 2013
NBC Olympics July 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Public Speaking, Social Networking, PowerPoint, Social Media
Education
University of Denver 2010 — 2014
Bachelor of Science (BS), Communication, General
Deerfield Academy 2006 — 2010
Victory Networks February 2015 - Present
Cabrera Capital Markets, LLC 2012 - 2012
Cabrera Capital Markets, LLC 2012 - 2012
Cabrera Capital Markets, LLC 2012 - 2012
Cabrera Capital Markets, LLC 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Research, Public Speaking, Marketing, Event Planning, Social Networking
Education
Indiana University Bloomington 2009 — 2013
Economics
De La Rosa & Co. 2011 - 2014
Cabrera Capital Markets, LLC 2010 - 2011
Stone & Youngberg 2009 - 2010
Drink-In-A-Box (www.drinkinabox.com) January 2008 - December 2008
Merrill Lynch September 2007 - December 2007
Citi June 2007 - August 2007
MITA ONG Centro de Desarrollo de Iniciativas Empresariales May 2006 - June 2006
Kaiser Permanente May 2005 - July 2005
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Capital Markets, Fixed Income, Corporate Finance, Equities, Due Diligence, Financial Analysis, Series 7, Series 63, Investments, Structured Finance
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Southern California 2004 — 2008
B.S. Accounting; B.S. Business Administration (emphasis in Finance)
Loyola High School of Los Angeles 2000 — 2004
Cabrera Capital Markets, LLC June 2015 - Present
Sterne Agee January 2014 - April 2015
M.R. Beal July 2011 - December 2013
Sterne Agee March 2008 - June 2011
Popular Securities (a subsidiary of Banco Popular de Puerto Rico) January 2005 - January 2008
Ramirez & Co., Inc. April 2003 - December 2004
Financial Advisory and Consulting Services June 2002 - March 2003
I-Bankers Securities, Inc. September 2000 - May 2002
Cataport, Inc. September 1999 - July 2000
Southwest Securities, Inc. February 1997 - August 1999
Skills
Public Finance, Fixed Income, Investment Banking, Financial Modeling, Investments, Spanish, Privatization, Valuation, Mergers & Acquisitions, Series 7, Financial Structuring, Corporate Finance, Securities, Private Equity, Capital Markets, Financial Analysis, Bonds, Series 63
Education
Southern Methodist University 1977 — 1978
MBA, Finance/Accounting
Georgetown University 1972 — 1976
BSFS, International Economics
Asociacion Escuelas Lincoln
Heidelberg High School
Topeka Capital Markets, Inc March 2014 - Present
National Association of Securities Professionals January 2012 - Present
Cabrera Capital Markets, LLC September 2007 - March 2014
NASP 2010 - 2011
Melvin Securities, LLC December 2002 - August 2007
Bear Stearns & Co. Inc April 1995 - October 2001
Bear Stears & Co, Inc. September 1992 - April 1995
Bear Stearns & Co. Inc. February 1989 - September 1992
REGINALD November 1988 - January 1990
Pershing (A Division of DLJ) April 1986 - November 1987
Skills
Options, Securities, Financial Services, Equities, Alternative Investments, Bonds, Asset Management, Fixed Income, Hedge Funds, Series 63, Investments, Equity Trading, Bloomberg, Portfolio Management, Negotiation, Mutual Funds, Trading Systems, Derivatives, Due Diligence, Investment Strategies, Financial Modeling, FINRA, Series 24, Equity Derivatives, Commodity, ETFs, Fund Of Funds, FX Options, Negotiator, Facilitator, Communicator, Capital Markets, Series 7, Trading, Management, Finance, Investment Management, Asset Allocation, Valuation, Strategy, Investment Banking, Financial Analysis, Private Equity, Risk Management
Education
Drake University 1979 — 1983
BA, Public Administration and Public Policy
St. Francis De Sales 1977 — 1979
Diploma, social scienes, math, science
Quigley South Seminary Prep 1975 — 1977
College Prepatory, College/University Preparatory and Advanced High School/Secondary Diploma Program
Blaylock Beal Van, LLC September 2010 - Present
Cabrera Capital Markets, LLC April 2006 - September 2010
Optimo Asset Management March 2005 - April 2006
Bernardi Securities, Inc. 1998 - 2005
Morgan Stanley Dean Witter 1997 - 1998
Skills
Fixed Income, Equities, Series 7, Hedge Funds, Asset Managment, Capital Markets, Portfolio Management, Alternative Investments, Investments, Series 63, Bloomberg, Derivatives, Financial Services, Investment Management, Banking, Securities, Strategic Financial..., Relationship Management, Financial Modeling, Asset Management, Investment Banking, Valuation, Bonds, Morningstar, Private Equity, Finance, Mutual Funds, Institutional..., Trading, Equity Capital Markets, Financial Planning
Education
University of Illinois at Chicago 1995 — 1997
BS, Finance
University of Illinois at Urbana-Champaign 1992 — 1995
Finance/ Economics
St. Ignatius College Prep 1988 — 1992
HS, HS
Global Infrastructure Advisors, LLC. September 2015 - Present
INTL FCStone Financial Inc. May 2011 - August 2015
Cabrera Capital Markets, LLC February 2009 - April 2011
vFinance Investments, Inc. May 2007 - February 2009
Independent May 2006 - April 2007
Safire Aircraft Company March 2001 - April 2006
Meridian Finance Group August 1999 - March 2001
Salomon Consulting, EU June 1993 - July 1999
John Snow, Inc. January 1988 - June 1993
Skills
Project Finance, Infrastructure Projects, Latin America, Private Public..., Venture Capital, Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Partnerships, Infrastructure, Emerging Markets, Public Law, Capital Markets, Equities, Management, Financial Analysis, Financial Structuring, Commodity, Structured Finance, Corporate Governance, Trading, Mergers & Acquisitions, Entrepreneurship, Finance, Due Diligence, Executive Management, Risk Management, Hedging, Derivatives, Energy, Alternative Investments, Valuation, Investments, Securities, Hedge Funds, Portfolio Management, Asset Management, Financial Markets, Fixed Income, Private Placements, Bloomberg, Options, Consulting, Leadership, Strategy, Start-ups, Business Strategy, Restructuring, Corporate Development
Education
Harvard Business School 2007 — 2007
Seminar, Corporate Governance
Universidad de Los Andes 1982 — 1987
BS, Mayor in Finance
Herbert J Sims Inc February 2015 - Present
M&T Bank October 2013 - February 2015
Piper Jaffray May 2010 - July 2013
Cabrera Capital Markets, LLC January 2008 - May 2010
RBC April 2006 - January 2008
Wachovia Securities Financial Network March 1994 - April 2006
Skills
Capital Markets, Bonds, Fixed Income, Bloomberg, Asset Management, Series 7, Securities, Investments, Series 63, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Investment Banking, Management, Trading, Mutual Funds, Financial Services, Financial Analysis, Financial Markets
Education
Seton Hall University 1990 — 1994
Masters Business Administration, Finance
University of Delaware 1981 — 1985
Bachelor of Science (BS), Business Administration / Finance
Cabrera Capital Markets, LLC TreasurerChicago Parks Foundation2013 - 2015
Chicago Parks Foundation 2013 - 2015
Skills
Equities, Fixed Income, Securities, Investment Banking, Hedge Funds, Equity Trading, Trading Systems, Series 7, Alternative Investments, Capital Markets
Education
Northern Illinois University 1989 — 1999
Cabrera Capital Markets, LLC 2008 - Present
First Suburban National Bank 2006 - 2008
Bethany Methodist Corporation 1998 - 2005
American Express Financial Advisors 1996 - 1998
Skills
Employee Benefits, Onboarding, Human Resources, Policy, Benefits Administration, Strategic Planning, Talent Acquisition, Workforce Planning, Employee Engagement, Talent Management, Employee Relations, Conflict Resolution, HRIS, FMLA, College Recruiting
Education
Northern Illinois University
B.S., Human Resources
Spiker Consulting Group, Inc. November 2013 - Present
Cabrera Capital Markets, LLC December 2011 - Present
Ken Spiker And Associates June 2007 - November 2013
Access Capital February 2005 - June 2007
Skills
Start-ups, Capital Markets, Investments, Strategic Planning, Public Relations, Public Policy, Investment Banking, Government, Mergers & Acquisitions, Small Business, Leadership, Fundraising, Policy
Education
University of California, Riverside 1999 — 2002
BOSC, Inc. February 2015 - Present
Cabrera Capital Markets, LLC July 2010 - February 2015
Stone & Youngberg February 2008 - June 2010
Citigroup Global Markets, Inc. 1997 - 2008
Skills
Public Finance, Strategic Planning, Financial Analysis, Fixed Income, Bonds, Investment Banking, Financial Modeling, Securities, Capital Markets, Economics, Bloomberg, Structured Finance, Series 7, Investments, Due Diligence, Finance
Education
Brown University 1994 — 1998
BA, Political Science & Ethnic Studies
Baldwin Park High School 1990 — 1994
Estrada Hinojosa & Company, Inc. December 2010 - Present
Cabrera Capital Markets, LLC August 2008 - August 2010
LaSalle Financial Services 2006 - 2007
M.R. Beal and Company 2002 - 2006
MBIA 2001 - 2001
Siebert Brandford Shank LLC 1997 - 2001
Fitch Ratings 1994 - 1997
Standard & Poor's 1989 - 1994
Prudential-Bache Capital Funding 1985 - 1988
Hawkins Delafield & Wood LLP 1981 - 1984
Skills
Alternative Investments
Education
Northwestern University School of Law 1978 — 1981
JD, Law
The Johns Hopkins University 1974 — 1978
BA, Political Science
St. Paul's School 1967 — 1974
HS Diploma
HSBC Securities April 2011 - Present
Cabrera Capital Markets, LLC July 2010 - March 2011
ABN AMRO 2001 - 2008
Paribas Corporation 1998 - 2000
First Chicago NBD 1997 - 1998
JP Morgan 1992 - 1997
JP Morgan 1992 - 1997
Skills
Loans, Capital Markets, Credit, Trading, Risk Management, High Yield, Investments, Portfolio Management, Structured Finance, Bonds, Private Equity, Asset Management, Investment Banking, Derivatives, Fixed Income, Credit Derivatives, Valuation, Equities, Hedge Funds, Equity Derivatives, Securities, Bloomberg, Alternative Investments, Emerging Markets, CDS, Structured Products, Financial Markets, Financial Structuring, Credit Risk, FX Options, Leveraged Finance, Options, Securitization, Series 63, Series 7, Swaps, Syndications, Fund Of Funds
Education
University of Mississippi
BA, Finance
PwC July 2014 - Present
Cabrera Capital Markets, LLC February 2014 - April 2014
Chicago CPA Services LLC January 2014 - February 2014
Bank of China July 2011 - August 2011
Beijing Zhongtian Ka Wah Financial Services May 2010 - August 2010
Skills
PowerPoint, Finance, Access, Microsoft Excel, Data Analysis, Visio, Microsoft Word, QuickBooks, Training, Lotus Notes, Outlook, Mandarin, Cantonese, US GAAP, Tax Preparation, Accounting, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master's degree, Master of Science in Accountancy
University of Wisconsin-Madison 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Cabrera Capital Markets, LLC International Equity Sales and TradingCabrera Capital Markets, LLCAugust 2014 - Present
Jones Trading September 2013 - July 2014
The Vertical Group January 2013 - August 2013
Saratoga Capital LLC June 2011 - December 2012
Seacoast Partners, LLC August 2009 - June 2011
The Boston Company December 1992 - January 2009
Skills
Equity Trading, Series 7, Bloomberg, Equities, Series 63, Hedge Funds, Trading, Securities, Electronic Trading, FINRA, Trading Systems, Asset Management, Buy-side, Capital Markets, Investments, Equity Research, Options
Education
University of New Hampshire 1988 — 1992
Bachelor of Arts, Economics
Kaufman Hall May 2015 - Present
Loop Capital Markets July 2014 - April 2015
Loop Capital Markets June 2013 - July 2014
Cabrera Capital Markets, LLC April 2012 - June 2013
Edward Jones January 2011 - March 2012
Edward Jones June 2009 - January 2011
Edward Jones June 2008 - July 2009
Skills
Investment Banking, Trading, Public Finance, Financial Analysis, Public Speaking, Fixed Income, Financial Transactions, Investment Strategies, Series 7, Bonds, Project Finance, Proposal Writing, Improvisation, Bloomberg, Finance, Investments, Financial Modeling, Securities, Capital Markets, Financial Structuring, Transaction Management
Education
University of Missouri - 2008 2003 — 2008
BS, Business Administration
University of Missouri - 2008 2003 — 2008
BA, International Studies
Universitat d'Alacant 2007 — 2007
n/a, International Business
iO Theater
Second City
Morgan Stanley Wealth Management November 2012 - July 2014
UBS Securities LLC May 2011 - September 2011
Cabrera Capital Markets, LLC June 2010 - April 2011
The Goldman Sachs Group, Inc. June 1996 - November 2008
Sanford C. Bernstein October 1994 - April 1996
Skills
Derivatives, Trading, Fixed Income, Portfolio Management, Asset Allocation, Equities, Finance, Investments, Securities, Bonds, Series 7, Mutual Funds, Trading Systems, Hedge Funds, Wealth Management
Education
Cornell University 1990 — 1994
BA, Government, concentration in International Relations
IFS Securities June 2014 - Present
Cabrera Capital Markets, LLC January 2008 - June 2014
Wellington Management September 2001 - January 2008
Evergreen Wealth Management LLC January 1996 - September 2001
Skills
Equity Trading, Bloomberg, Series 7, Equities, Capital Markets, CFA Level III Candidate, Securities, Trading Systems, International Trade, Series 63, Series 6, series 24, Chartered Market..., Options, FX trading, FX Options, Fixed Income, FINRA, Trading, Investments, Investment Management, Electronic Trading, Hedge Funds, Foreign Exchange, Alternative Investments
Education
Northeastern University 1985 — 1990
Bachelor of Science - Business Administration, Co-Op Program
Longmeadow High School 1981 — 1985
Bloomberg First Word September 2010 - Present
Cabrera Capital Markets, LLC February 2010 - September 2010
ThomsonReuters June 2007 - February 2009
Hold Brothers Trading Company 2005 - 2007
Pershing Trading Company/Bank of New York 1997 - 2004
Merrill Lynch 1995 - 1997
Merrill Lynch April 1992 - January 1995
Education
Pace University MBA 1997 — 2002
MBA, Portfolio Management
University of Delaware 1988 — 1991
Saint John's University 1987 — 1987
Ridge High School 1984 — 1987
New York University
Loop Capital Markets February 2011 - Present
Cabrera Capital Markets, LLC April 2004 - February 2011
Banc One Capital Markets 1990 - 2004
Education
DePaul University 1986 — 1990
B.S., Finance
PwC July 2012 - Present
PwC May 2010 - July 2012
RBC Capital Markets July 2008 - January 2010
Cabrera Capital Markets, LLC 2010 - 2010
PricewaterhouseCoopers July 2007 - July 2008
PricewaterhouseCoopers August 2002 - August 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Equity Research, Financial Reporting, Equity Valuation, Business Valuation, DCF, Mergers, Accounting, Bloomberg, Private Equity, Equities, Investment Banking, Asset Managment, Investments, US GAAP, Financial Statement..., Mergers & Acquisitions
Education
Indiana University - Kelley School of Business 2005 — 2007
MBA, Finance
Villanova University 1998 — 2002
BS, Accounting
HDR August 2014 - Present
Baker & McKenzie Global Services April 2013 - August 2014
Baker & McKenzie March 2011 - April 2013
Henry Frerk Sons May 2010 - August 2010
Cabrera Capital Markets, LLC May 2009 - January 2010
Skills
Microsoft Office, Southware, Elite, Ebilling Hub, Accounting, Auditing, Invoicing, Account Reconciliation, Human Resources
Education
Northern Michigan University 2007 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Resurrection High School 2003 — 2007
U.S. Bank March 2015 - Present
Cabrera Capital Markets, LLC July 2014 - February 2015
De La Rosa & Co. May 2012 - August 2012
Skills
Microsoft Office, Leadership, Microsoft Word, PowerPoint, Microsoft Excel
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Science, Electrical Engineering
Chicago Bond School
Investment Strategy, Fixed Assets, Public Finance
Synergy Research Consultants, LLC December 2014 - June 2015
Texhoma Land Consultants LLC representative of Antero Resources January 2012 - January 2015
State Farm Insurance June 2011 - December 2011
United Service Companies December 2009 - August 2010
State Library of Queensland Australia March 2010 - June 2010
Cabrera Capital Markets, LLC December 2007 - August 2009
Business Advisors LLP May 2007 - August 2007
Skills
Due Diligence, Microsoft Excel, Finance, Research, Microsoft Office, Auditing, Time Management, Investments, Petroleum, Spreadsheets, Real Estate, Oil, Natural Gas, Coal, Contract Negotiation, Real Estate Development, Geological Mapping, Corporate Finance, Chart Analysis, Accurint, Access, SQL, Economic Statistics, Historical Research, Databases, LexisNexis, Information Technology, Information Assurance, Information Management, Sales Management, Direct Sales, Tax Accounting, Forensic Accounting, Forensic Analysis, PowerPoint, Microsoft Word, Management, Customer Service, Accounting, Public Speaking
Education
West Texas A&M University 2014 — 2016
Master of Business Administration (M.B.A.)
West Virginia University 2013 — 2014
Fraud Accounting and Forensic Auditing
Australian Catholic University 2010 — 2011
Abroad
West Virginia University 2007 — 2011
Bachelor's Degree
St. Laurence High School 2003 — 2007
2007
Cabrera Capital Markets, LLC February 2008 - Present
J.P. Morgan June 2006 - February 2008
Citi 2002 - 2005
Merrill Lynch 2000 - 2002
Education
Davidson College 2002 — 2006
A.B., Economics
Tecnológico de Monterrey 2004 — 2005
Economics
Blaylock Robert Van, LLC August 2013 - Present
Cabrera Capital Markets, LLC February 2010 - July 2013
Kaufman Bros. 2009 - 2010
ThinkEquity LLC 2004 - 2009
Pulse Trading 2002 - 2003
William Blair and Company 1996 - 2001
Robertson Stephens 1992 - 1995
Driehaus Capital Management 1988 - 1992
Skills
Equities, Equity Trading, Trading, Series 7, Series 63, Bloomberg, Capital Markets, Trading Systems, Securities, Electronic Trading, Options, Series 24, Derivatives, Investments, Financial Markets, Proprietary Trading, Bonds, ETFs, Mutual Funds, Equity Derivatives, Trading Strategies, Bloomberg Terminal, Private Equity, Traders, Stocks, Series 65, Technical Analysis, Equity Capital Markets, Investor Relations, Institutional Sales, Institutional
Education
Lewis University
Business Administration
CLM Mortgage, LLC July 2015 - Present
Cabrera Capital Markets, LLC January 2010 - Present
Ramirez & Co., Inc. April 2006 - January 2010
South Texas Money Management September 2001 - April 2006
Education
The University of Texas at Austin 1997 — 2001