Cantor Fitzgerald
Industry: Financial services company
DescriptionCantor Fitzgerald is a financial services firm that was founded in 1945. It specializes in institutional equity, fixed income sales and trading, and serving the middle market with investment banking services, prime brokerage, and commercial real estate financing. CEO: Howard Lutnick (1991–) Headquarters: New York City, New York, United States Founder: B. Gerald Cantor Founded: 1945 Subsidiaries: Cantor Fitzgerald Securities, Senior managing director: Sage Kelly (Head Of Investment Banking),
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Cantor Fitzgerald Employees
Employee
Years
Job
Industry
Daniel Drew Daniel Drew's Cantor Fitzgerald Experience August 2010 - May 2014
Job Vice President Syndications at GE Capital
Industry Real Estate
Experience
GE Capital June 2014 - January 2015
Cantor Fitzgerald August 2010 - May 2014
Carlton Group February 2006 - April 2010
Deutsche Bank Berkshire Mortgage (Berkeley Point Capital) January 2001 - January 2005
Merrill Lynch January 1999 - January 2000
Skills
Equities, Portfolio Management, Real Estate Economics, Valuation, Due Diligence, Financial Structuring, Structured Finance, Real Estate Transactions, Commercial Real Estate, Investment Banking, Real Estate Development, Private Equity, Asset Management, Financial Modeling, Real Estate, Underwriting, Brokerage, Finance, Loans, CMBS, Management, Real Estate Financing, Capital Markets, Investment Properties, Credit
Education
University of Notre Dame 1992 — 1996
Science Business Major, Bachelor of Science
GE Capital June 2014 - January 2015
Cantor Fitzgerald August 2010 - May 2014
Carlton Group February 2006 - April 2010
Deutsche Bank Berkshire Mortgage (Berkeley Point Capital) January 2001 - January 2005
Merrill Lynch January 1999 - January 2000
Skills
Equities, Portfolio Management, Real Estate Economics, Valuation, Due Diligence, Financial Structuring, Structured Finance, Real Estate Transactions, Commercial Real Estate, Investment Banking, Real Estate Development, Private Equity, Asset Management, Financial Modeling, Real Estate, Underwriting, Brokerage, Finance, Loans, CMBS, Management, Real Estate Financing, Capital Markets, Investment Properties, Credit
Education
University of Notre Dame 1992 — 1996
Science Business Major, Bachelor of Science
Alana Marcus, CFA Alana Marcus, CFA's Cantor Fitzgerald Experience November 2008 - October 2012
Job Vice President at Gracie Asset Management
Industry Financial Services
Experience
Gracie Asset Management October 2012 - Present
Cantor Fitzgerald November 2008 - October 2012
JPMorgan Chase June 2008 - November 2008
Bear Stearns July 2006 - June 2008
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Gracie Asset Management October 2012 - Present
Cantor Fitzgerald November 2008 - October 2012
JPMorgan Chase June 2008 - November 2008
Bear Stearns July 2006 - June 2008
Education
University of Pennsylvania - The Wharton School 2002 — 2006
neil turmo neil turmo's Cantor Fitzgerald Experience 2009 - Present
Job Broker Dealer at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald 2009 - Present
Tullett Prebon 2005 - 2008
1st Reconnaissance Battalion, USMC 1987 - December 2004
Skills
Reconnaissance, Combat, Special Operations, Broker-Dealer, Brokerage, Bonds, Investment Banking, Brokers, Broker-Dealer Compliance, Series 7, Series 63, Alternative Investments, FINRA, ETFs, Electronic Trading, Hedge Funds, Options, Securities, ABS, Foreign Exchange, Trading, Bloomberg, Structured Products, Credit Derivatives, Fixed Income, Commodity, Interest Rate..., Capital Markets, Equity Research, Funding, Back Office, Emerging Markets, Financial Markets, Equities, Derivatives, Financial Structuring, Structured Finance, Investment Management, Equity Capital Markets, Asset Management, Technical Analysis, Equity Valuation, Leveraged Finance, Valuation, CDS, Swaps, Investment Strategies, Quantitative Finance
Education
Wharton Business School
Master of Business Administration (MBA)
Cantor Fitzgerald 2009 - Present
Tullett Prebon 2005 - 2008
1st Reconnaissance Battalion, USMC 1987 - December 2004
Skills
Reconnaissance, Combat, Special Operations, Broker-Dealer, Brokerage, Bonds, Investment Banking, Brokers, Broker-Dealer Compliance, Series 7, Series 63, Alternative Investments, FINRA, ETFs, Electronic Trading, Hedge Funds, Options, Securities, ABS, Foreign Exchange, Trading, Bloomberg, Structured Products, Credit Derivatives, Fixed Income, Commodity, Interest Rate..., Capital Markets, Equity Research, Funding, Back Office, Emerging Markets, Financial Markets, Equities, Derivatives, Financial Structuring, Structured Finance, Investment Management, Equity Capital Markets, Asset Management, Technical Analysis, Equity Valuation, Leveraged Finance, Valuation, CDS, Swaps, Investment Strategies, Quantitative Finance
Education
Wharton Business School
Master of Business Administration (MBA)
Jennifer Cosenza (Kleissler) Jennifer Cosenza (Kleissler)'s Cantor Fitzgerald Experience 1999 - 2000
Job Senior Vice President, Strategic Accounts for Scivantage
Industry Financial Services
Experience
Scivantage April 2015 - Present
Albridge, an Affiliate of Pershing August 2004 - April 2015
FactSet Research Systems 2000 - 2004
FactSet Research Systems 2000 - 2001
Cantor Fitzgerald 1999 - 2000
Skills
Relationship Management, Business Development, Contract Negotiation, Financial Services, CRM, Wealth Management, Business Analysis, Vendor Management, Management, Strategy, Leadership, Product Management, New Business Development, Competitive Analysis, Training
Education
Villanova University 1995 — 1999
BS, Finance, Marketing
Wall High School 1991 — 1995
University of Pennsylvania - The Wharton School
Securities Industry Institute(SII), Year 1
Scivantage April 2015 - Present
Albridge, an Affiliate of Pershing August 2004 - April 2015
FactSet Research Systems 2000 - 2004
FactSet Research Systems 2000 - 2001
Cantor Fitzgerald 1999 - 2000
Skills
Relationship Management, Business Development, Contract Negotiation, Financial Services, CRM, Wealth Management, Business Analysis, Vendor Management, Management, Strategy, Leadership, Product Management, New Business Development, Competitive Analysis, Training
Education
Villanova University 1995 — 1999
BS, Finance, Marketing
Wall High School 1991 — 1995
University of Pennsylvania - The Wharton School
Securities Industry Institute(SII), Year 1
Benjamin Chernus Benjamin Chernus's Cantor Fitzgerald Experience March 2014 - Present
Job Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald March 2014 - Present
Evolve Media, LLC September 2012 - March 2014
Industrial Strength Advertising Communications June 2012 - September 2012
Niall Mellon Township Trust June 2011 - September 2011
ICM Partners June 2010 - August 2010
Skills
Microsoft Office, Social Media, Social Networking, Microsoft Excel, Microsoft Word, Sales Management, Google Analytics, DoubleClick for..., Advertising, Online Advertising, Advertising Operations, Data Analysis, Trafficking, Reporting & Analysis
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Cantor Fitzgerald March 2014 - Present
Evolve Media, LLC September 2012 - March 2014
Industrial Strength Advertising Communications June 2012 - September 2012
Niall Mellon Township Trust June 2011 - September 2011
ICM Partners June 2010 - August 2010
Skills
Microsoft Office, Social Media, Social Networking, Microsoft Excel, Microsoft Word, Sales Management, Google Analytics, DoubleClick for..., Advertising, Online Advertising, Advertising Operations, Data Analysis, Trafficking, Reporting & Analysis
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration
David Blinder David Blinder's Cantor Fitzgerald Experience October 2008 - July 2010
Job Seeking new opportunity
Industry Financial Services
Experience
BMO Capital Markets March 2011 - March 2013
Cantor Fitzgerald October 2008 - July 2010
Bear Stearns April 1993 - October 2008
Skills
Fixed Income, Financial Markets, Capital Markets, Relative Value, Interest Rate Risk..., Portfolio Management, Strategy, Risk Management, Economics, Quantitative Analytics, Trading, Financial Services, FINRA, Hedge Funds, Bonds, Derivatives, Options, Bloomberg, Investment Banking, Alternative Investments, Proprietary Trading, Securities, Trading Systems, Series 7, Series 63
Education
University of Mississippi - School of Business Administration
BBA, Economics, Finance
BMO Capital Markets March 2011 - March 2013
Cantor Fitzgerald October 2008 - July 2010
Bear Stearns April 1993 - October 2008
Skills
Fixed Income, Financial Markets, Capital Markets, Relative Value, Interest Rate Risk..., Portfolio Management, Strategy, Risk Management, Economics, Quantitative Analytics, Trading, Financial Services, FINRA, Hedge Funds, Bonds, Derivatives, Options, Bloomberg, Investment Banking, Alternative Investments, Proprietary Trading, Securities, Trading Systems, Series 7, Series 63
Education
University of Mississippi - School of Business Administration
BBA, Economics, Finance
Robert D. Krumme Jr. Robert D. Krumme Jr.'s Cantor Fitzgerald Experience July 2015 - Present
Job Global Director of Research at Cantor Fitzgerald
Industry Investment Management
Experience
Cantor Fitzgerald July 2015 - Present
The Buckingham Research Group January 2014 - June 2015
Oracle 2011 - 2013
Union Capital Management 2010 - 2011
Connexiti Software, LLC 2008 - 2010
Canaccord Genuity Inc. 2006 - 2008
Thomas Weisel Partners 2003 - 2006
Bank of Montreal 1999 - 2003
Skills
Capital Markets, Cloud Computing, Enterprise Software, Equities, Equity Research, Finance, Financial Modeling, Hedge Funds, Investment Banking, Management, Marketing, Mergers & Acquisitions, Mutual Funds, New Business Development, Project Management, SaaS, Sales, Lacrosse, Series 7
Education
Fordham University - Graduate School of Business
MBA, Finance
University of New Haven
BS in Business
Cantor Fitzgerald July 2015 - Present
The Buckingham Research Group January 2014 - June 2015
Oracle 2011 - 2013
Union Capital Management 2010 - 2011
Connexiti Software, LLC 2008 - 2010
Canaccord Genuity Inc. 2006 - 2008
Thomas Weisel Partners 2003 - 2006
Bank of Montreal 1999 - 2003
Skills
Capital Markets, Cloud Computing, Enterprise Software, Equities, Equity Research, Finance, Financial Modeling, Hedge Funds, Investment Banking, Management, Marketing, Mergers & Acquisitions, Mutual Funds, New Business Development, Project Management, SaaS, Sales, Lacrosse, Series 7
Education
Fordham University - Graduate School of Business
MBA, Finance
University of New Haven
BS in Business
Lee Ann Thomas-Hansen Lee Ann Thomas-Hansen's Cantor Fitzgerald Experience September 2013 - October 2014
Job Recent Position Held: Cantor Fitzgerald, Executive Assistant to Stephen Merkel, General Counsel
Industry Investment Banking
Experience
Cantor Fitzgerald September 2013 - October 2014
KBW, Inc. July 2007 - August 2013
KBW, Inc. July 2004 - August 2013
Skills
Mergers, Enterprise Risk..., FINRA, Corporate Finance, Capital Markets, Internal Audit, Series 7, Valuation, Equity Research, Investment Banking, Financial Modeling, Equities, Auditing, Structured Products, Series 63, Financial Analysis, Due Diligence
Education
University of Richmond
Bachelor of Applied Science, Biology/Chemistry, 3.5 GPA in Major
Cantor Fitzgerald September 2013 - October 2014
KBW, Inc. July 2007 - August 2013
KBW, Inc. July 2004 - August 2013
Skills
Mergers, Enterprise Risk..., FINRA, Corporate Finance, Capital Markets, Internal Audit, Series 7, Valuation, Equity Research, Investment Banking, Financial Modeling, Equities, Auditing, Structured Products, Series 63, Financial Analysis, Due Diligence
Education
University of Richmond
Bachelor of Applied Science, Biology/Chemistry, 3.5 GPA in Major
Anthony Slabaugh, CFA's Cantor Fitzgerald Experience June 2011 - July 2014
Job CMO Mortgage Backed Trader
Industry Financial Services
Experience
Société Générale May 2015 - Present
CRT Capital Group August 2014 - May 2015
Cantor Fitzgerald June 2011 - July 2014
Stifel Nicolaus September 2008 - June 2011
Jefferies & Company January 2007 - May 2008
KeyBanc Capital Markets May 2000 - January 2007
Skills
Trading, MBS, Derivatives, Bloomberg, Bonds, Capital Markets, Fixed Income, Securities, Series 7, Financial Risk, Portfolio Management, Mortgage Lending, Investment Banking, Hedging, Hedge Funds, Equities, Asset Management
Education
University of Mount Union
BA arts, Finance, Economics, Accounting
Société Générale May 2015 - Present
CRT Capital Group August 2014 - May 2015
Cantor Fitzgerald June 2011 - July 2014
Stifel Nicolaus September 2008 - June 2011
Jefferies & Company January 2007 - May 2008
KeyBanc Capital Markets May 2000 - January 2007
Skills
Trading, MBS, Derivatives, Bloomberg, Bonds, Capital Markets, Fixed Income, Securities, Series 7, Financial Risk, Portfolio Management, Mortgage Lending, Investment Banking, Hedging, Hedge Funds, Equities, Asset Management
Education
University of Mount Union
BA arts, Finance, Economics, Accounting
Peter Prunty's Cantor Fitzgerald Experience May 1996 - December 1997
Job Head of Institutional Consulting at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services September 2012 - Present
Morgan Stanley Investment Management March 2011 - September 2012
Morgan Stanley Smith Barney January 2000 - March 2011
web401k.com January 1998 - December 1999
Cantor Fitzgerald May 1996 - December 1997
Skills
Alternative Investments, Asset Managment, Defined Contribution, Due Diligence, ERISA, Financial Modeling, Financial Services, Institutional, Investment Management, Private Equity, Product Management, Retirement, Retirement Planning, Sales, Asset Management, Bloomberg, Business Development, Defined Benefit
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
University of Notre Dame 1992 — 1996
BBA, Finance, Philosophy
UBS Financial Services September 2012 - Present
Morgan Stanley Investment Management March 2011 - September 2012
Morgan Stanley Smith Barney January 2000 - March 2011
web401k.com January 1998 - December 1999
Cantor Fitzgerald May 1996 - December 1997
Skills
Alternative Investments, Asset Managment, Defined Contribution, Due Diligence, ERISA, Financial Modeling, Financial Services, Institutional, Investment Management, Private Equity, Product Management, Retirement, Retirement Planning, Sales, Asset Management, Bloomberg, Business Development, Defined Benefit
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
University of Notre Dame 1992 — 1996
BBA, Finance, Philosophy
Sam Keeton's Cantor Fitzgerald Experience 2011 - 2011
Job Consultant at Conifer Health Solutions
Industry Hospital & Health Care
Experience
Conifer Health Solutions July 2014 - Present
Conifer Health Solutions August 2012 - July 2014
Cantor Fitzgerald 2011 - 2011
Skills
Financial Analysis, Spanish, Strategic Planning
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Conifer Health Solutions July 2014 - Present
Conifer Health Solutions August 2012 - July 2014
Cantor Fitzgerald 2011 - 2011
Skills
Financial Analysis, Spanish, Strategic Planning
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Victoria G. Dey's Cantor Fitzgerald Experience June 2014 - August 2014
Job Intern at Media Assembly
Industry Marketing and Advertising
Experience
Trade X Partners June 2015 - Present
University of Michigan WOLV-TV September 2014 - Present
Kappa Kappa Gamma, Beta Delta Chapter December 2013 - December 2014
Cantor Fitzgerald June 2014 - August 2014
Blend, Inc. September 2013 - May 2014
Skills
Social Media, Event Planning, Customer Service, Teamwork, Social Networking, Market Research, Microsoft Word, PowerPoint, Public Speaking, Windows, Time Management, Sales Management, Social Media Marketing, Facebook, Public Relations, Leadership, Marketing
Education
University of Michigan 2012 — 2016
Bachelor of Arts (B.A.), Communication and Media Studies
Fox Lane High School
Trade X Partners June 2015 - Present
University of Michigan WOLV-TV September 2014 - Present
Kappa Kappa Gamma, Beta Delta Chapter December 2013 - December 2014
Cantor Fitzgerald June 2014 - August 2014
Blend, Inc. September 2013 - May 2014
Skills
Social Media, Event Planning, Customer Service, Teamwork, Social Networking, Market Research, Microsoft Word, PowerPoint, Public Speaking, Windows, Time Management, Sales Management, Social Media Marketing, Facebook, Public Relations, Leadership, Marketing
Education
University of Michigan 2012 — 2016
Bachelor of Arts (B.A.), Communication and Media Studies
Fox Lane High School
Christina Hanson Christina Hanson's Cantor Fitzgerald Experience 2001 - 2003
Job Institutional Sales & Brokerage
Industry Financial Services
Experience
Institutional Sales & Brokerage Associate DirectorCME Group2006 - April 2012
Tullett Prebon 2003 - 2005
Cantor Fitzgerald 2001 - 2003
Goldman Sachs 1995 - 2001
Merrill Lynch 1993 - 1995
Skills
Investment Banking, Portfolio Management, CDS, Derivatives, Financial Services, Strategic Financial..., Options, Credit Derivatives, Trading, Capital Markets, Alternative Investments, Equities, Hedge Funds, Electronic Trading, Commodity, Equity Trading, Equity Derivatives, Proprietary Trading, Financial Markets, Market Data, Trading Systems, Risk Management, Hedging, Swaps, Fixed Income, FX Options
Education
University of South Carolina-Columbia 1989 — 1993
BA
Institutional Sales & Brokerage Associate DirectorCME Group2006 - April 2012
Tullett Prebon 2003 - 2005
Cantor Fitzgerald 2001 - 2003
Goldman Sachs 1995 - 2001
Merrill Lynch 1993 - 1995
Skills
Investment Banking, Portfolio Management, CDS, Derivatives, Financial Services, Strategic Financial..., Options, Credit Derivatives, Trading, Capital Markets, Alternative Investments, Equities, Hedge Funds, Electronic Trading, Commodity, Equity Trading, Equity Derivatives, Proprietary Trading, Financial Markets, Market Data, Trading Systems, Risk Management, Hedging, Swaps, Fixed Income, FX Options
Education
University of South Carolina-Columbia 1989 — 1993
BA
Brendan Carney Brendan Carney's Cantor Fitzgerald Experience June 2015 - July 2015
Job Debt and Capital Markets Intern Wealth Partners at Cantor Fitzgerald
Industry Financial Services
Experience
University of Maryland Campus Recreation Services August 2014 - Present
Cantor Fitzgerald June 2015 - July 2015
Oppenheimer & Co. May 2014 - May 2015
Skills
Microsoft Word, Facebook, Customer Service, Teamwork, Social Media, Social Networking, Time Management, Bloomberg Terminal, Microsoft Office, Morningstar
Education
University of Maryland College Park 2012 — 2016
Bachelor’s Degree, Economics
University of Maryland Campus Recreation Services August 2014 - Present
Cantor Fitzgerald June 2015 - July 2015
Oppenheimer & Co. May 2014 - May 2015
Skills
Microsoft Word, Facebook, Customer Service, Teamwork, Social Media, Social Networking, Time Management, Bloomberg Terminal, Microsoft Office, Morningstar
Education
University of Maryland College Park 2012 — 2016
Bachelor’s Degree, Economics
Jared Effron's Cantor Fitzgerald Experience June 2010 - August 2010
Job Asset Management at The Witkoff Group
Industry Real Estate
Experience
The Witkoff Group January 2013 - Present
The Butter Group January 2012 - August 2012
Miami Dolphins June 2011 - January 2012
Cantor Fitzgerald June 2010 - August 2010
Excel Sports Management June 2009 - August 2009
The Big Idea June 2009 - August 2009
Skills
PowerPoint, Photoshop, Sales Support, Excel, Event Management, Promotions, Facebook, Social Media, Microsoft Excel, Management, Sales, Market Research, Public Speaking, Public Relations, Microsoft Office, Project Management
Education
University of Pennsylvania 2007 — 2011
BS, History
Riverdale Country School 2003 — 2007
The Witkoff Group January 2013 - Present
The Butter Group January 2012 - August 2012
Miami Dolphins June 2011 - January 2012
Cantor Fitzgerald June 2010 - August 2010
Excel Sports Management June 2009 - August 2009
The Big Idea June 2009 - August 2009
Skills
PowerPoint, Photoshop, Sales Support, Excel, Event Management, Promotions, Facebook, Social Media, Microsoft Excel, Management, Sales, Market Research, Public Speaking, Public Relations, Microsoft Office, Project Management
Education
University of Pennsylvania 2007 — 2011
BS, History
Riverdale Country School 2003 — 2007
Amanda Roth Amanda Roth's Cantor Fitzgerald Experience June 2006 - August 2006
Job Director, Campus Recruiting at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley June 2013 - Present
Morgan Stanley July 2009 - June 2013
Morgan Stanley May 2008 - August 2008
Bloomberg May 2007 - August 2007
Cantor Fitzgerald June 2006 - August 2006
Skills
Equities, Bloomberg, Financial Modeling, Fixed Income, Hedge Funds, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance
The Dalton School
Morgan Stanley January 2015 - Present
Morgan Stanley June 2013 - Present
Morgan Stanley July 2009 - June 2013
Morgan Stanley May 2008 - August 2008
Bloomberg May 2007 - August 2007
Cantor Fitzgerald June 2006 - August 2006
Skills
Equities, Bloomberg, Financial Modeling, Fixed Income, Hedge Funds, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance
The Dalton School
Drew Hyde's Cantor Fitzgerald Experience January 2007 - March 2010
Job Senior Vice President at Duncan Williams, Inc.
Industry Financial Services
Experience
Duncan Williams, Inc. May 2014 - Present
Vining Sparks, IBG March 2010 - April 2014
Cantor Fitzgerald January 2007 - March 2010
SunTrust Robinson Humphrey November 2004 - January 2007
Skills
Series 7, Series 66
Education
University of Mississippi
Political Science
Duncan Williams, Inc. May 2014 - Present
Vining Sparks, IBG March 2010 - April 2014
Cantor Fitzgerald January 2007 - March 2010
SunTrust Robinson Humphrey November 2004 - January 2007
Skills
Series 7, Series 66
Education
University of Mississippi
Political Science
Christopher McFall Christopher McFall's Cantor Fitzgerald Experience June 2010 - September 2011
Job Product Development
Industry Consumer Services
Experience
American Express February 2014 - Present
American Express January 2013 - January 2014
American Express September 2011 - January 2013
Cantor Fitzgerald June 2010 - September 2011
Reis, Inc. 2004 - 2008
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Investments, Capital Markets, Corporate Finance, Portfolio Management, Private Equity, Asset Managment, Business Strategy, Venture Capital
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
University of Pennsylvania
BSE, Computer and Information Science - Digital Media Design
American Express February 2014 - Present
American Express January 2013 - January 2014
American Express September 2011 - January 2013
Cantor Fitzgerald June 2010 - September 2011
Reis, Inc. 2004 - 2008
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Investments, Capital Markets, Corporate Finance, Portfolio Management, Private Equity, Asset Managment, Business Strategy, Venture Capital
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
University of Pennsylvania
BSE, Computer and Information Science - Digital Media Design
Jimmie Lenz's Cantor Fitzgerald Experience 1990 - 1994
Job Director of Technology Risk
Industry Financial Services
Experience
Wells Fargo Wealth, Brokerage, and Retirement May 2015 - Present
Saint Louis Public Radio 2011 - Present
University of South Carolina Darla Moore School of Business 2012 - Present
Center for Finance and Accounting Research 2015 - Present
Wells Fargo Advisors July 2010 - August 2015
PriceWaterhouse Coopers 2007 - July 2010
Jefferies 2004 - 2006
Bridge Trading, A Reuters Company 1999 - 2004
The Interstate Group 1994 - 1999
Cantor Fitzgerald 1990 - 1994
Skills
Financial Risk, Banking, Corporate Finance, Capital Markets, Equities, Trading, Credit, Internal Controls, Governance, Operational Risk, Strategic Planning, Risk Management, Portfolio Management, Financial Analysis, Credit Risk
Education
Washington University in St. Louis 2013 — 2017
Doctor of Business Administration (DBA) in Finance, Finance
University of South Carolina-Columbia 1980 — 1982
Wells Fargo Wealth, Brokerage, and Retirement May 2015 - Present
Saint Louis Public Radio 2011 - Present
University of South Carolina Darla Moore School of Business 2012 - Present
Center for Finance and Accounting Research 2015 - Present
Wells Fargo Advisors July 2010 - August 2015
PriceWaterhouse Coopers 2007 - July 2010
Jefferies 2004 - 2006
Bridge Trading, A Reuters Company 1999 - 2004
The Interstate Group 1994 - 1999
Cantor Fitzgerald 1990 - 1994
Skills
Financial Risk, Banking, Corporate Finance, Capital Markets, Equities, Trading, Credit, Internal Controls, Governance, Operational Risk, Strategic Planning, Risk Management, Portfolio Management, Financial Analysis, Credit Risk
Education
Washington University in St. Louis 2013 — 2017
Doctor of Business Administration (DBA) in Finance, Finance
University of South Carolina-Columbia 1980 — 1982
Steve Boginsky Steve Boginsky's Cantor Fitzgerald Experience 1990 - 1997
Job Director MBS Sales at BNP Paribas
Industry Financial Services
Experience
BNP Paribas February 2012 - Present
Barclays Capital April 2008 - August 2011
Countrywide Capital Markets 1998 - 2008
Cantor Fitzgerald 1990 - 1997
Skills
Agency MBS, Non-Agency RMBS, ABS, CMBS, Loans, Series 24, series 3, Series 7, Series 63, Fixed Income, Bonds
Education
University of Maryland College Park 1983 — 1987
BA, Economics
BNP Paribas February 2012 - Present
Barclays Capital April 2008 - August 2011
Countrywide Capital Markets 1998 - 2008
Cantor Fitzgerald 1990 - 1997
Skills
Agency MBS, Non-Agency RMBS, ABS, CMBS, Loans, Series 24, series 3, Series 7, Series 63, Fixed Income, Bonds
Education
University of Maryland College Park 1983 — 1987
BA, Economics
Timothy Coughlin's Cantor Fitzgerald Experience 2007 - 2009
Job Proprietary Equity Trader at First New York Securities at First New York Securities
Industry Financial Services
Experience
First New York Securities May 2015 - Present
Academy Securities, Inc. March 2013 - Present
Imperial Capital 2011 - 2012
Dahlman Rose & Co. 2010 - 2011
Cantor Fitzgerald 2007 - 2009
Jefferies & Company 1992 - 2007
Skills
Retirement Planning, Investments, Financial Planning, Series 7, Series 63, Series 24, series 55, CFA level 1 candidate, Strategic Financial..., FINRA, Chartered Financial..., Hedge Funds, Derivatives, Equities, Options, ETFs, Trading, Corporate Finance, Securities, Equity Trading, Trading Strategies, Equity Derivatives, Bonds, Private Equity, Asset Management, Trading Systems, Prime Brokerage, Bloomberg, Equity Research, Capital Markets, Electronic Trading, Financial Markets, Commodity, Fixed Income, Alternative Investments, Investment Banking, Portfolio Management, FX Options, Structured Products, Financial Modeling, Proprietary Trading, Emerging Markets, Equity Capital Markets, Asset Allocation, High Yield, Financial Risk, Investment Management, Swaps, Investment Strategies, Venture Capital
Education
University of Massachusetts, Amherst
BA, Economics
First New York Securities May 2015 - Present
Academy Securities, Inc. March 2013 - Present
Imperial Capital 2011 - 2012
Dahlman Rose & Co. 2010 - 2011
Cantor Fitzgerald 2007 - 2009
Jefferies & Company 1992 - 2007
Skills
Retirement Planning, Investments, Financial Planning, Series 7, Series 63, Series 24, series 55, CFA level 1 candidate, Strategic Financial..., FINRA, Chartered Financial..., Hedge Funds, Derivatives, Equities, Options, ETFs, Trading, Corporate Finance, Securities, Equity Trading, Trading Strategies, Equity Derivatives, Bonds, Private Equity, Asset Management, Trading Systems, Prime Brokerage, Bloomberg, Equity Research, Capital Markets, Electronic Trading, Financial Markets, Commodity, Fixed Income, Alternative Investments, Investment Banking, Portfolio Management, FX Options, Structured Products, Financial Modeling, Proprietary Trading, Emerging Markets, Equity Capital Markets, Asset Allocation, High Yield, Financial Risk, Investment Management, Swaps, Investment Strategies, Venture Capital
Education
University of Massachusetts, Amherst
BA, Economics
Lukas Ault's Cantor Fitzgerald Experience June 2010 - August 2010
Job Account Executive at App Annie
Industry Information Technology and Services
Experience
App Annie May 2015 - Present
Oracle June 2013 - May 2015
Newmark Grubb Knight Frank June 2012 - July 2012
University of Southern California May 2011 - August 2011
Cantor Fitzgerald June 2010 - August 2010
Skills
Sales, Market Research, SaaS, Enterprise Software, Strategy, Mergers & Acquisitions, Valuation, Strategic Partnerships, Research, Business Intelligence, Salesforce.com, Facebook, Selling, Business Development, Microsoft Office, Entrepreneurship, Social Media, Management, Mobile Applications, Mobile Analytics, Mobile Advertising
Education
University of Southern California
Bachelor of Arts (B.A.), Economics
University of Southern California - Marshall School of Business
Minor, Entrepreneurship/Entrepreneurial Studies
App Annie May 2015 - Present
Oracle June 2013 - May 2015
Newmark Grubb Knight Frank June 2012 - July 2012
University of Southern California May 2011 - August 2011
Cantor Fitzgerald June 2010 - August 2010
Skills
Sales, Market Research, SaaS, Enterprise Software, Strategy, Mergers & Acquisitions, Valuation, Strategic Partnerships, Research, Business Intelligence, Salesforce.com, Facebook, Selling, Business Development, Microsoft Office, Entrepreneurship, Social Media, Management, Mobile Applications, Mobile Analytics, Mobile Advertising
Education
University of Southern California
Bachelor of Arts (B.A.), Economics
University of Southern California - Marshall School of Business
Minor, Entrepreneurship/Entrepreneurial Studies
Walker Brown's Cantor Fitzgerald Experience November 2010 - Present
Job Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald November 2010 - Present
Cantor Fitzgerald November 2010 - January 2013
Faris Lee May 2009 - November 2010
Merrill Lynch August 2004 - May 2009
Merrill Lynch August 2004 - August 2007
Deutsche Bank May 2003 - August 2003
Skills
Real Estate, Investment Banking, Investments, Real Estate Finance, Debt, Real Estate Economics, Credit, Underwriting, Asset Management, Loan Origination, Commercial Real Estate, Structured Finance
Education
University of Mississippi
Bachelor of Science, Hospitality Management
The Webb School
Cantor Fitzgerald November 2010 - Present
Cantor Fitzgerald November 2010 - January 2013
Faris Lee May 2009 - November 2010
Merrill Lynch August 2004 - May 2009
Merrill Lynch August 2004 - August 2007
Deutsche Bank May 2003 - August 2003
Skills
Real Estate, Investment Banking, Investments, Real Estate Finance, Debt, Real Estate Economics, Credit, Underwriting, Asset Management, Loan Origination, Commercial Real Estate, Structured Finance
Education
University of Mississippi
Bachelor of Science, Hospitality Management
The Webb School
Jeremy Rogoff Jeremy Rogoff's Cantor Fitzgerald Experience August 2004 - February 2009
Job Insurance Broker & Consultant | Property & Casualty | Domestic & International Businesses
Industry Insurance
Experience
Ashley Page International Insurance Brokers January 2009 - Present
ARM Capacity of New York LLC December 2008 - Present
Cantor Fitzgerald August 2004 - February 2009
ABN AMRO 2000 - 2004
Goldman Sachs October 1998 - February 2000
Skills
Business Development, Construction, Insurance, Insurance Consulting, Investments
Education
University of London
Ashley Page International Insurance Brokers January 2009 - Present
ARM Capacity of New York LLC December 2008 - Present
Cantor Fitzgerald August 2004 - February 2009
ABN AMRO 2000 - 2004
Goldman Sachs October 1998 - February 2000
Skills
Business Development, Construction, Insurance, Insurance Consulting, Investments
Education
University of London
Ashley Noonan's Cantor Fitzgerald Experience 2001 - 2002
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
ICAP 2012 - 2013
Discount Power Inc. 2010 - 2012
Proprietary Day Trader 2008 - 2010
Dolphin Limited Partnerships L.L.P. 2003 - 2008
Choice Energy 2002 - 2003
Cantor Fitzgerald 2001 - 2002
TradewindsOnline Productions, Inc. 2000 - 2001
Grey Group 1998 - 2000
Sheridan Australia 1997 - 1998
Independent Contractor 1990 - 1997
Skills
Options, Hedging, Trading, Securities, Arbitration, ETFs, Technical Analysis, Equity Research, Equity Derivatives, Equity Valuation, Trading Systems, Electronic Trading, Proprietary Trading, Emissions Trading, Fixed Income Trading, Trading Strategies, Energy Trading, Business Analysis, Financial Analysis, Fundamental Research, Bloomberg, Access, Photoshop, Java, HTML, Pearl, PowerPoint, E-commerce, SQL, Commodities, Industry Analysis, Derivatives, Equities, Financial Markets, Hedge Funds, Fixed Income, Alternative Investments, FX, Swaps, Capital Markets, Bonds, Portfolio Management, Asset Management, Middle Office, Financial Modeling, Investment Banking, Risk Management, Series 7, Investments, Risk Arbitrage
Education
University of San Francisco - School of Management 1996 — 1997
University of San Francisco 1992 — 1996
Greenwich High School 1986 — 1989
ICAP 2012 - 2013
Discount Power Inc. 2010 - 2012
Proprietary Day Trader 2008 - 2010
Dolphin Limited Partnerships L.L.P. 2003 - 2008
Choice Energy 2002 - 2003
Cantor Fitzgerald 2001 - 2002
TradewindsOnline Productions, Inc. 2000 - 2001
Grey Group 1998 - 2000
Sheridan Australia 1997 - 1998
Independent Contractor 1990 - 1997
Skills
Options, Hedging, Trading, Securities, Arbitration, ETFs, Technical Analysis, Equity Research, Equity Derivatives, Equity Valuation, Trading Systems, Electronic Trading, Proprietary Trading, Emissions Trading, Fixed Income Trading, Trading Strategies, Energy Trading, Business Analysis, Financial Analysis, Fundamental Research, Bloomberg, Access, Photoshop, Java, HTML, Pearl, PowerPoint, E-commerce, SQL, Commodities, Industry Analysis, Derivatives, Equities, Financial Markets, Hedge Funds, Fixed Income, Alternative Investments, FX, Swaps, Capital Markets, Bonds, Portfolio Management, Asset Management, Middle Office, Financial Modeling, Investment Banking, Risk Management, Series 7, Investments, Risk Arbitrage
Education
University of San Francisco - School of Management 1996 — 1997
University of San Francisco 1992 — 1996
Greenwich High School 1986 — 1989
Linda French Linda French's Cantor Fitzgerald Experience 1994 - 1994
Job Director/Senior Underwriter at Wells Fargo Multifamily Capital
Industry Investment Banking
Experience
Wells Fargo 2006 - Present
Larson Financial Resources 1996 - 2006
Chemical Bank 1994 - 1996
Cantor Fitzgerald 1994 - 1994
Skills
Credit, Valuation, Credit Risk, Loans, Real Estate Financing, Real Estate Economics, Mortgage Lending, Commercial Mortgages, Underwriting, Credit Analysis
Education
University of Massachusetts, Amherst 1981 — 1985
Bachelor's degree, Psychology
Wells Fargo 2006 - Present
Larson Financial Resources 1996 - 2006
Chemical Bank 1994 - 1996
Cantor Fitzgerald 1994 - 1994
Skills
Credit, Valuation, Credit Risk, Loans, Real Estate Financing, Real Estate Economics, Mortgage Lending, Commercial Mortgages, Underwriting, Credit Analysis
Education
University of Massachusetts, Amherst 1981 — 1985
Bachelor's degree, Psychology
colin porter's Cantor Fitzgerald Experience 2005 - 2011
Job Equity and Sales Trader managing key accounts
Industry Financial Services
Experience
Sunrise Securities July 2012 - Present
bayes capital 2014 - 2014
bayes capital 2014 - 2014
Sunrise Securities November 2012 - March 2013
G2 Trading 2011 - 2012
G2 Trading 2011 - 2012
Cantor Fitzgerald 2005 - 2011
Advest, Inc. 2004 - 2005
Electronic Trading Group 2002 - 2004
ABN AMRO Bank N.V. 1995 - 2001
Skills
Trading, Series 7, Capital Markets, Equities, Trading Strategies, ETFs, Hedge Funds, Equity Trading, Electronic Trading
Education
University of Notre Dame
Finance, General
iona prep
Sunrise Securities July 2012 - Present
bayes capital 2014 - 2014
bayes capital 2014 - 2014
Sunrise Securities November 2012 - March 2013
G2 Trading 2011 - 2012
G2 Trading 2011 - 2012
Cantor Fitzgerald 2005 - 2011
Advest, Inc. 2004 - 2005
Electronic Trading Group 2002 - 2004
ABN AMRO Bank N.V. 1995 - 2001
Skills
Trading, Series 7, Capital Markets, Equities, Trading Strategies, ETFs, Hedge Funds, Equity Trading, Electronic Trading
Education
University of Notre Dame
Finance, General
iona prep
Nicole Booms Nicole Booms's Cantor Fitzgerald Experience February 2014 - Present
Job Vice President, Intellectual Property Division at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald February 2014 - Present
Marqera, LLC August 2009 - December 2013
Ocean Tomo June 2006 - June 2009
Kirkland & Ellis LLP July 2004 - June 2006
San Francisco Magazine May 2003 - July 2003
Skills
Patent Litigation, Patents, Intellectual Property, Due Diligence, Licensing, Trademarks, Corporate Governance, Litigation Support, Legal Research, Corporate Law, Litigation
Education
University of Michigan 2001 — 2004
BA, History
Cantor Fitzgerald February 2014 - Present
Marqera, LLC August 2009 - December 2013
Ocean Tomo June 2006 - June 2009
Kirkland & Ellis LLP July 2004 - June 2006
San Francisco Magazine May 2003 - July 2003
Skills
Patent Litigation, Patents, Intellectual Property, Due Diligence, Licensing, Trademarks, Corporate Governance, Litigation Support, Legal Research, Corporate Law, Litigation
Education
University of Michigan 2001 — 2004
BA, History
Brandon Newberg's Cantor Fitzgerald Experience June 2007 - August 2007
Job Product Owner at Globurg
Industry Information Technology and Services
Experience
Globurg Systems September 2013 - February 2014
Perelman Quadrangle February 2011 - May 2013
Social Planning and Events Committee October 2010 - May 2013
Spotify June 2012 - August 2012
TigerText June 2011 - August 2011
AEG Live June 2010 - August 2010
Universal Music Enterprises June 2008 - August 2008
Cantor Fitzgerald June 2007 - August 2007
Skills
Photoshop, Graphic Design, Product Management, Product Design, Illustrator, Python, HTML +CSS, InDesign, Music Production, Concert Promotion, Talent Booking
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS, Economics, Operations and Information Management concentration
Globurg Systems September 2013 - February 2014
Perelman Quadrangle February 2011 - May 2013
Social Planning and Events Committee October 2010 - May 2013
Spotify June 2012 - August 2012
TigerText June 2011 - August 2011
AEG Live June 2010 - August 2010
Universal Music Enterprises June 2008 - August 2008
Cantor Fitzgerald June 2007 - August 2007
Skills
Photoshop, Graphic Design, Product Management, Product Design, Illustrator, Python, HTML +CSS, InDesign, Music Production, Concert Promotion, Talent Booking
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS, Economics, Operations and Information Management concentration
Todd Rogers's Cantor Fitzgerald Experience 2012 - May 2014
Job Looking for challenging senior banking opportunity
Industry Financial Services
Experience
Looking for challenging senior banking opportunity June 2014 - Present
Cantor Fitzgerald 2012 - May 2014
First National Bank June 2010 - 2012
SGCIB 2006 - June 2010
National City Capital Markets 2000 - 2005
First Union Securities 1995 - 2000
Accenture 1990 - 1993
Skills
Banking, Capital Markets, Full P&L Responsibility, Corporate Finance, Financial Analysis, Investments, Portfolio Management, Fixed Income, Loans, Syndications, Risk Management, Credit, Investment Banking, Equities, Due Diligence, Asset Management, Credit Analysis, Derivatives, Trading, Mergers & Acquisitions, Financial Services, P&L Management
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance & Strategic Management
University of Miami 1986 — 1989
BBA, International Finance and Marketing
Pine Crest
Looking for challenging senior banking opportunity June 2014 - Present
Cantor Fitzgerald 2012 - May 2014
First National Bank June 2010 - 2012
SGCIB 2006 - June 2010
National City Capital Markets 2000 - 2005
First Union Securities 1995 - 2000
Accenture 1990 - 1993
Skills
Banking, Capital Markets, Full P&L Responsibility, Corporate Finance, Financial Analysis, Investments, Portfolio Management, Fixed Income, Loans, Syndications, Risk Management, Credit, Investment Banking, Equities, Due Diligence, Asset Management, Credit Analysis, Derivatives, Trading, Mergers & Acquisitions, Financial Services, P&L Management
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance & Strategic Management
University of Miami 1986 — 1989
BBA, International Finance and Marketing
Pine Crest
Shai Ornan Shai Ornan's Cantor Fitzgerald Experience July 2011 - July 2013
Job Third Year Law Student at Brooklyn Law School
Industry Legal Services
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2014 - Present
Cantor Fitzgerald July 2011 - July 2013
The Israel Project June 2010 - October 2010
IDF October 2009 - May 2010
Skills
Microsoft Office, Chinese, Hebrew, Research, Editing, Public Speaking, English, Non-profits, International Relations, Fundraising, PowerPoint, Community Outreach, Social Media, Public Relations, Event Planning, Microsoft Word, Teaching, Microsoft Excel, Foreign Policy, Customer Service
Education
Brooklyn Law School 2012 — 2015
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 2005 — 2008
B.A., History
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2014 - Present
Cantor Fitzgerald July 2011 - July 2013
The Israel Project June 2010 - October 2010
IDF October 2009 - May 2010
Skills
Microsoft Office, Chinese, Hebrew, Research, Editing, Public Speaking, English, Non-profits, International Relations, Fundraising, PowerPoint, Community Outreach, Social Media, Public Relations, Event Planning, Microsoft Word, Teaching, Microsoft Excel, Foreign Policy, Customer Service
Education
Brooklyn Law School 2012 — 2015
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 2005 — 2008
B.A., History
Christopher Greenwell's Cantor Fitzgerald Experience December 2012 - Present
Job Partner / Director of Institutional Equity Derivative Sales
Industry Financial Services
Experience
Cantor Fitzgerald December 2012 - Present
TigerText November 2011 - December 2012
Wunderlich Securities April 2011 - November 2011
BTIG, LLC June 2009 - April 2011
Imperial Capital 2006 - 2009
Tejas Securities Group, Inc. 2002 - 2006
Skills
Block Trading, Equity Trading, Equity Derivatives, Capital Markets, Distressed Debt, Investment Banking
Education
University of Missouri-Columbia 1987 — 1989
Clayton High School 1984 — 1987
Jackson Park
Jackson Park
Jackson Park
Jackson Park
Cantor Fitzgerald December 2012 - Present
TigerText November 2011 - December 2012
Wunderlich Securities April 2011 - November 2011
BTIG, LLC June 2009 - April 2011
Imperial Capital 2006 - 2009
Tejas Securities Group, Inc. 2002 - 2006
Skills
Block Trading, Equity Trading, Equity Derivatives, Capital Markets, Distressed Debt, Investment Banking
Education
University of Missouri-Columbia 1987 — 1989
Clayton High School 1984 — 1987
Jackson Park
Jackson Park
Jackson Park
Jackson Park
Prem Moola Prem Moola's Cantor Fitzgerald Experience January 2004 - August 2004
Job Vice President at Goldman Sachs
Industry Computer Software
Experience
Goldman Sachs 2004 - Present
Cantor Fitzgerald January 2004 - August 2004
Citigroup 2003 - 2004
FX Solutions 2001 - 2002
Skills
Fixed Income, Electronic Trading, Trading Systems, Sybase, Derivatives, Credit Derivatives, Equity Derivatives, Interest Rate..., Equities, Middle Office, Capital Markets, Trading, Equity Trading, Swaps, Structured Products, Reference Data, Bonds, SDLC, Valuation, Order Management, Exchange Connectivity, Unix, Autosys, TIBCO Rendezvous, Money Market, Prime Brokerage, Low Latency, Back Office, Settlement, SWIFT payments, Dodd-Frank, Financial Services, Technical Analysis, Operational Risk, Interest Rate Swaps, JMS, FX Derivatives, TIBCO, Multithreading, FINRA, Enterprise Architecture, Market Risk
Education
Fairleigh Dickinson University-Metropolitan Campus 2000 — 2002
MS, ComputerScience
University of Madras 1996 — 2000
Bachelors of Engineering, Computer Science
Goldman Sachs 2004 - Present
Cantor Fitzgerald January 2004 - August 2004
Citigroup 2003 - 2004
FX Solutions 2001 - 2002
Skills
Fixed Income, Electronic Trading, Trading Systems, Sybase, Derivatives, Credit Derivatives, Equity Derivatives, Interest Rate..., Equities, Middle Office, Capital Markets, Trading, Equity Trading, Swaps, Structured Products, Reference Data, Bonds, SDLC, Valuation, Order Management, Exchange Connectivity, Unix, Autosys, TIBCO Rendezvous, Money Market, Prime Brokerage, Low Latency, Back Office, Settlement, SWIFT payments, Dodd-Frank, Financial Services, Technical Analysis, Operational Risk, Interest Rate Swaps, JMS, FX Derivatives, TIBCO, Multithreading, FINRA, Enterprise Architecture, Market Risk
Education
Fairleigh Dickinson University-Metropolitan Campus 2000 — 2002
MS, ComputerScience
University of Madras 1996 — 2000
Bachelors of Engineering, Computer Science
Oliver Goldstein Oliver Goldstein's Cantor Fitzgerald Experience June 2015 - Present
Job Equities Sales & Trading Intern at Cantor Fitzgerald
Industry Accounting
Experience
Cantor Fitzgerald June 2015 - Present
Manchester United January 2015 - April 2015
AIG June 2014 - August 2014
PwC May 2014 - May 2014
Camp Echo Lake May 2012 - August 2013
House Party, Inc. April 2012 - June 2012
Ladle of Love November 2011 - May 2012
Title Pro Agency, LLC June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Teamwork, PowerPoint, Accounting, Social Media, Social Networking
Education
University of Maryland College Park 2012 — 2016
Master of Business Administration (MBA), Accounting and Finance
Cantor Fitzgerald June 2015 - Present
Manchester United January 2015 - April 2015
AIG June 2014 - August 2014
PwC May 2014 - May 2014
Camp Echo Lake May 2012 - August 2013
House Party, Inc. April 2012 - June 2012
Ladle of Love November 2011 - May 2012
Title Pro Agency, LLC June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Teamwork, PowerPoint, Accounting, Social Media, Social Networking
Education
University of Maryland College Park 2012 — 2016
Master of Business Administration (MBA), Accounting and Finance
Nathaniel Simon Nathaniel Simon's Cantor Fitzgerald Experience May 2012 - September 2012
Job Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2014 - Present
J.P. Morgan Private Bank July 2013 - July 2014
Cantor Fitzgerald May 2012 - September 2012
Merrill Lynch May 2011 - August 2011
Skills
Series 7, Series 63
Education
University of Michigan 2009 — 2013
Bachelor of Arts with Highest Distinction, Economics, 3.97/4.00
Nuveen Investments July 2014 - Present
J.P. Morgan Private Bank July 2013 - July 2014
Cantor Fitzgerald May 2012 - September 2012
Merrill Lynch May 2011 - August 2011
Skills
Series 7, Series 63
Education
University of Michigan 2009 — 2013
Bachelor of Arts with Highest Distinction, Economics, 3.97/4.00
Hunter Monaghan's Cantor Fitzgerald Experience May 2014 - August 2014
Job Intern at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal May 2015 - Present
Cantor Fitzgerald May 2014 - August 2014
LEADERS Professional Recruiting, Inc. April 2013 - February 2014
Skills
Technical Recruiting, Recruiting, Executive Search, Human Resources, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Account Management, Sourcing, Teamwork, Microsoft Excel, Public Speaking
Education
University of Notre Dame 2012 — 2016
Economics and History, Economics/History, Rising Senior
Alvarez & Marsal May 2015 - Present
Cantor Fitzgerald May 2014 - August 2014
LEADERS Professional Recruiting, Inc. April 2013 - February 2014
Skills
Technical Recruiting, Recruiting, Executive Search, Human Resources, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Account Management, Sourcing, Teamwork, Microsoft Excel, Public Speaking
Education
University of Notre Dame 2012 — 2016
Economics and History, Economics/History, Rising Senior
Kyle Karrenbauer, CPA's Cantor Fitzgerald Experience February 2010 - May 2011
Job Tax Senior Manager Financial Services at Deloitte
Industry Financial Services
Experience
Deloitte December 2014 - Present
Assured Guaranty May 2011 - December 2014
Cantor Fitzgerald February 2010 - May 2011
RenaissanceRe - Hamilton August 2009 - December 2009
KPMG - Hamilton January 2007 - July 2009
Pender Newkirk and Company, LLP 2003 - 2006
Skills
Accounting, Tax, Investments, Corporate Tax, Private Equity, Income Tax, CPA, Risk Management, Insurance, International Tax, IFRS, SEC filings, 10K, Due Diligence, Financial Analysis, Bookkeeping, Tax Accounting, Tax Advisory, Tax Returns
Education
University of Notre Dame 1998 — 2003
Master of Science, Accounting
University of Notre Dame 1998 — 2002
BBA, Accounting
Deloitte December 2014 - Present
Assured Guaranty May 2011 - December 2014
Cantor Fitzgerald February 2010 - May 2011
RenaissanceRe - Hamilton August 2009 - December 2009
KPMG - Hamilton January 2007 - July 2009
Pender Newkirk and Company, LLP 2003 - 2006
Skills
Accounting, Tax, Investments, Corporate Tax, Private Equity, Income Tax, CPA, Risk Management, Insurance, International Tax, IFRS, SEC filings, 10K, Due Diligence, Financial Analysis, Bookkeeping, Tax Accounting, Tax Advisory, Tax Returns
Education
University of Notre Dame 1998 — 2003
Master of Science, Accounting
University of Notre Dame 1998 — 2002
BBA, Accounting
Austin Abel's Cantor Fitzgerald Experience June 2015 - August 2015
Job Student at University of Rochester
Industry
Experience
Cantor Fitzgerald June 2015 - August 2015
Education
University of Rochester 2014 — 2018
Bachelor of Science (B.S.), Chemical Engineering
Cantor Fitzgerald June 2015 - August 2015
Education
University of Rochester 2014 — 2018
Bachelor of Science (B.S.), Chemical Engineering
Robert Pittman Robert Pittman's Cantor Fitzgerald Experience September 2008 - Present
Job Senior Vice President Institutional Fixed Income Sales at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald September 2008 - Present
Countrywide Securities August 2006 - August 2008
FTN Financial June 2002 - July 2006
Skills
Bloomberg, Fixed Income, Series 7, Asset Management, Bonds, Portfolio Management, Capital Markets, MBS, Investments, ABS, Securities, Excel, Derivatives, Financial Analysis, Credit, Equities, Hedge Funds
Education
University of Mississippi 1998 — 2002
BBA, Banking and Finance
University of Mississippi - School of Business Administration 1998 — 2002
BBA, Banking and Finance
Cantor Fitzgerald September 2008 - Present
Countrywide Securities August 2006 - August 2008
FTN Financial June 2002 - July 2006
Skills
Bloomberg, Fixed Income, Series 7, Asset Management, Bonds, Portfolio Management, Capital Markets, MBS, Investments, ABS, Securities, Excel, Derivatives, Financial Analysis, Credit, Equities, Hedge Funds
Education
University of Mississippi 1998 — 2002
BBA, Banking and Finance
University of Mississippi - School of Business Administration 1998 — 2002
BBA, Banking and Finance
Ryan Gottfried's Cantor Fitzgerald Experience May 2012 - August 2012
Job Founder | CEO, SYRCH
Industry Information Technology and Services
Experience
SYRCH January 2012 - Present
ServiceChannel September 2014 - August 2015
Fliqq, Inc September 2013 - August 2014
Reitler Venture Advisory Group April 2013 - August 2013
Cantor Fitzgerald May 2012 - August 2012
Y-Athlete May 2011 - January 2012
Skills
Leadership, Entrepreneurship, Start-ups, Social Media, Social Networking, Social Media Marketing, Teamwork, Internet Entrepreneur, Management, Research, Contract Negotiation, Marketing Strategy, Public Speaking, Marketing, Online Marketing, Product Development, Microsoft Excel, Facebook, Online Advertising, Blogging, Market Research, Capital Raising, Venture Capital, Product Management, Agile Project Management, Software Project..., Photoshop, Product Marketing, Business Development, Social Networking..., Sales Engineering, Spanish, PowerPoint, Ruby on Rails, Bloomberg Terminal, product, SaaS, B2C, B2B, Independent Contractors, E-Learning, Background Checks
Education
University of Michigan
Emphasis: Business & Information, Program in Entrepreneurship, 3.5+
Portledge School
3.7+
SYRCH January 2012 - Present
ServiceChannel September 2014 - August 2015
Fliqq, Inc September 2013 - August 2014
Reitler Venture Advisory Group April 2013 - August 2013
Cantor Fitzgerald May 2012 - August 2012
Y-Athlete May 2011 - January 2012
Skills
Leadership, Entrepreneurship, Start-ups, Social Media, Social Networking, Social Media Marketing, Teamwork, Internet Entrepreneur, Management, Research, Contract Negotiation, Marketing Strategy, Public Speaking, Marketing, Online Marketing, Product Development, Microsoft Excel, Facebook, Online Advertising, Blogging, Market Research, Capital Raising, Venture Capital, Product Management, Agile Project Management, Software Project..., Photoshop, Product Marketing, Business Development, Social Networking..., Sales Engineering, Spanish, PowerPoint, Ruby on Rails, Bloomberg Terminal, product, SaaS, B2C, B2B, Independent Contractors, E-Learning, Background Checks
Education
University of Michigan
Emphasis: Business & Information, Program in Entrepreneurship, 3.5+
Portledge School
3.7+
Charles Shannon Charles Shannon's Cantor Fitzgerald Experience October 2007 - May 2010
Job VP of Corporate Development at Equus Holdings Inc.
Industry Venture Capital & Private Equity
Experience
Equus Holdings Inc.("EHI") March 2015 - Present
Surgical Information Sciences June 2013 - Present
ConvergeOne Collaboration October 2014 - March 2015
Coral Group May 2013 - March 2015
Delivery Agent April 2014 - October 2014
Delivery Agent November 2012 - May 2013
Digital River May 2010 - November 2012
Cantor Fitzgerald October 2007 - May 2010
The Mercanti Group October 2003 - October 2007
Piper Jaffray January 2001 - October 2003
Skills
Venture Capital, Joint Ventures, Sell Side, Fairness Opinions, Mergers, Buy Side, Restructuring, Divestitures, Private Equity, Capital Raising, Mergers & Acquisitions, Buy-side, E-commerce, Market Analysis, Business Strategy, Competitive Analysis, Entrepreneurship, Strategy, Due Diligence, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Executive Management, Corporate Development, Management, Start-ups
Education
University of Minnesota-Twin Cities 1999 — 2000
Bachelor of Applied Science (B.A.Sc.), Corporate Finance
University of Minnesota - Carlson School of Management 1998 — 2000
BA, Corporate Finance
Equus Holdings Inc.("EHI") March 2015 - Present
Surgical Information Sciences June 2013 - Present
ConvergeOne Collaboration October 2014 - March 2015
Coral Group May 2013 - March 2015
Delivery Agent April 2014 - October 2014
Delivery Agent November 2012 - May 2013
Digital River May 2010 - November 2012
Cantor Fitzgerald October 2007 - May 2010
The Mercanti Group October 2003 - October 2007
Piper Jaffray January 2001 - October 2003
Skills
Venture Capital, Joint Ventures, Sell Side, Fairness Opinions, Mergers, Buy Side, Restructuring, Divestitures, Private Equity, Capital Raising, Mergers & Acquisitions, Buy-side, E-commerce, Market Analysis, Business Strategy, Competitive Analysis, Entrepreneurship, Strategy, Due Diligence, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Executive Management, Corporate Development, Management, Start-ups
Education
University of Minnesota-Twin Cities 1999 — 2000
Bachelor of Applied Science (B.A.Sc.), Corporate Finance
University of Minnesota - Carlson School of Management 1998 — 2000
BA, Corporate Finance
Marielle Giancola's Cantor Fitzgerald Experience January 1998 - September 2001
Job
Industry Banking
Experience
Cantor Fitzgerald January 1998 - September 2001
Skills
Management, Research, Sales, Leadership, Training, Photoshop, Mergers & Acquisitions, Reverse Mergers
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1990
International Economics
Cantor Fitzgerald January 1998 - September 2001
Skills
Management, Research, Sales, Leadership, Training, Photoshop, Mergers & Acquisitions, Reverse Mergers
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1990
International Economics
Lane Roney Lane Roney's Cantor Fitzgerald Experience July 2015 - Present
Job Financial Analyst at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald July 2015 - Present
UPC Insurance August 2013 - July 2015
AdditiveHabitat LLC June 2013 - June 2015
SunTrust Bank September 2011 - August 2013
Skills
Credit, Consumer Lending, Commercial Banking, Financial Analysis, 3D Printing, Entrepreneurship, Start-ups, Business Strategy, Marketing Strategy, Retail Banking, Risk Management
Education
University of South Florida 2012 — 2014
Bachelor of Science (B.S.), Finance & Economics
Cantor Fitzgerald July 2015 - Present
UPC Insurance August 2013 - July 2015
AdditiveHabitat LLC June 2013 - June 2015
SunTrust Bank September 2011 - August 2013
Skills
Credit, Consumer Lending, Commercial Banking, Financial Analysis, 3D Printing, Entrepreneurship, Start-ups, Business Strategy, Marketing Strategy, Retail Banking, Risk Management
Education
University of South Florida 2012 — 2014
Bachelor of Science (B.S.), Finance & Economics
Michael chon's Cantor Fitzgerald Experience May 2015 - Present
Job Summer Intern at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald May 2015 - Present
Elsevier June 2014 - July 2014
Roy Cho Congressional Campaign May 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance
Horace Mann School 2009 — 2013
Cantor Fitzgerald May 2015 - Present
Elsevier June 2014 - July 2014
Roy Cho Congressional Campaign May 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance
Horace Mann School 2009 — 2013
Neville Brodie Neville Brodie's Cantor Fitzgerald Experience February 2012 - December 2012
Job Associate, Client Services at Serten Advisors
Industry Financial Services
Experience
Serten Advisors May 2015 - Present
Berman Enterprises January 2015 - June 2015
Metropolis Capital Finance June 2014 - December 2014
Cantor Fitzgerald February 2012 - December 2012
Education
University of Maryland College Park 2011 — 2015
Robert H. Smith School of Business, Finance and Marketing
Serten Advisors May 2015 - Present
Berman Enterprises January 2015 - June 2015
Metropolis Capital Finance June 2014 - December 2014
Cantor Fitzgerald February 2012 - December 2012
Education
University of Maryland College Park 2011 — 2015
Robert H. Smith School of Business, Finance and Marketing
Thomas Fraser Thomas Fraser's Cantor Fitzgerald Experience September 2010 - Present
Job
Industry Commercial Real Estate
Experience
Cantor Fitzgerald September 2010 - Present
CantorCO2e June 2009 - July 2009
Cantor Fitzgerald July 2006 - August 2006
Universal Studios May 2006 - June 2006
BGC Partners June 2005 - August 2005
Skills
Investment Banking, Commercial Real Estate
Education
University of Miami - School of Business 2006 — 2010
BBA, Finance
Cantor Fitzgerald September 2010 - Present
CantorCO2e June 2009 - July 2009
Cantor Fitzgerald July 2006 - August 2006
Universal Studios May 2006 - June 2006
BGC Partners June 2005 - August 2005
Skills
Investment Banking, Commercial Real Estate
Education
University of Miami - School of Business 2006 — 2010
BBA, Finance
Benjamin Stein's Cantor Fitzgerald Experience June 2013 - August 2013
Job Student at University of Miami
Industry Investment Management
Experience
Cantor Fitzgerald June 2013 - August 2013
Highline Capital Management June 2012 - August 2012
Highline Capital Management June 2010 - August 2010
Skills
Time Management, Investments, Research, PowerPoint, Microsoft Excel, Leadership, Team Management, Team Leadership, Public Speaking, Facebook
Education
University of Miami 2012 — 2015
University of Miami
Degree, Motion Pictures
Cantor Fitzgerald June 2013 - August 2013
Highline Capital Management June 2012 - August 2012
Highline Capital Management June 2010 - August 2010
Skills
Time Management, Investments, Research, PowerPoint, Microsoft Excel, Leadership, Team Management, Team Leadership, Public Speaking, Facebook
Education
University of Miami 2012 — 2015
University of Miami
Degree, Motion Pictures
Randy Lederman's Cantor Fitzgerald Experience 2011 - 2012
Job Investment Banking Director Special Situations Group at Cowen and Company
Industry Financial Services
Experience
Cowen and Company 2015 - Present
StormHarbour Securities 2013 - 2015
SkyVue Las Vegas 2013 - 2013
Global Hunter Securities 2012 - 2013
Cantor Fitzgerald 2011 - 2012
FBR 2010 - 2011
Fuel Break Capital Partners 2009 - 2009
Macquarie Capital Partners 2008 - 2008
Bank of America 2001 - 2007
Skills
Investment Banking, Leveraged Finance, LBO, Financial Modeling, Capital Markets, Restructuring, Credit Analysis, Bankruptcy, Special Situations, Equity Research, M&A experience, Debt Restructuring, Valuation, Business Valuation, New Business Development, High Yield, Financial Structuring, Fixed Income, Corporate Finance, Bloomberg, Distressed Debt, DCF, Financial Analysis, Private Equity, Project Finance, Corporate Development, Private Placements, Due Diligence, Series 7, Recapitalizations, Capital Raising, Venture Capital, Securitization, Alternative Investments, Capital, Buy-side, Hedge Funds, Equity Capital Markets, Mergers, Emerging Markets, Asset Managment, Investments, Syndications, Derivatives, Structured Finance, Equity Valuation, Portfolio Management, Equities, Capital Structure, Oil & Gas Industry
Education
University of Michigan Business School 1997 — 2001
Bachelor of Business Administration (BBA), Finance
FINRA - Series 7 & 63
Cowen and Company 2015 - Present
StormHarbour Securities 2013 - 2015
SkyVue Las Vegas 2013 - 2013
Global Hunter Securities 2012 - 2013
Cantor Fitzgerald 2011 - 2012
FBR 2010 - 2011
Fuel Break Capital Partners 2009 - 2009
Macquarie Capital Partners 2008 - 2008
Bank of America 2001 - 2007
Skills
Investment Banking, Leveraged Finance, LBO, Financial Modeling, Capital Markets, Restructuring, Credit Analysis, Bankruptcy, Special Situations, Equity Research, M&A experience, Debt Restructuring, Valuation, Business Valuation, New Business Development, High Yield, Financial Structuring, Fixed Income, Corporate Finance, Bloomberg, Distressed Debt, DCF, Financial Analysis, Private Equity, Project Finance, Corporate Development, Private Placements, Due Diligence, Series 7, Recapitalizations, Capital Raising, Venture Capital, Securitization, Alternative Investments, Capital, Buy-side, Hedge Funds, Equity Capital Markets, Mergers, Emerging Markets, Asset Managment, Investments, Syndications, Derivatives, Structured Finance, Equity Valuation, Portfolio Management, Equities, Capital Structure, Oil & Gas Industry
Education
University of Michigan Business School 1997 — 2001
Bachelor of Business Administration (BBA), Finance
FINRA - Series 7 & 63
Eric Lovelace's Cantor Fitzgerald Experience May 2009 - July 2010
Job Director of Investments at Fidelity Security Life Insurance Co.
Industry Investment Management
Experience
Fidelity Security Life Insurance Co. October 2013 - Present
Shenkman Capital Management June 2010 - October 2013
Cantor Fitzgerald May 2009 - July 2010
Quattro Global Capital LLC August 2001 - October 2008
Skills
Portfolio Management, Asset Management, Capital Markets, Bloomberg, Fixed Income, Derivatives, Hedge Funds, Alternative Investments, Equities, Valuation, Investments, Bonds, Securities
Education
University of Notre Dame - Mendoza College of Business 1991 — 1992
Master of Business Administration (MBA)
University of Missouri-Columbia, College of Business 1985 — 1989
Bachelor of Science (BSc), Accounting
Fidelity Security Life Insurance Co. October 2013 - Present
Shenkman Capital Management June 2010 - October 2013
Cantor Fitzgerald May 2009 - July 2010
Quattro Global Capital LLC August 2001 - October 2008
Skills
Portfolio Management, Asset Management, Capital Markets, Bloomberg, Fixed Income, Derivatives, Hedge Funds, Alternative Investments, Equities, Valuation, Investments, Bonds, Securities
Education
University of Notre Dame - Mendoza College of Business 1991 — 1992
Master of Business Administration (MBA)
University of Missouri-Columbia, College of Business 1985 — 1989
Bachelor of Science (BSc), Accounting
Joseph Brunetto Joseph Brunetto's Cantor Fitzgerald Experience May 2014 - August 2014
Job Intern at Mid Atlantic Resource Group
Industry Financial Services
Experience
Mid Atlantic Resource Group June 2015 - August 2015
Cantor Fitzgerald May 2014 - August 2014
Point Global SRI February 2014 - August 2014
District of Columbia Public Schools (DCPS) September 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Windows, Finance, Microsoft Word, Social Networking, Time Management, Accounting, Statistics, Research, Financial Analysis, Data Analysis, Data Entry, Spreadsheets, Customer Service
Education
University of Miami 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Mid Atlantic Resource Group June 2015 - August 2015
Cantor Fitzgerald May 2014 - August 2014
Point Global SRI February 2014 - August 2014
District of Columbia Public Schools (DCPS) September 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Windows, Finance, Microsoft Word, Social Networking, Time Management, Accounting, Statistics, Research, Financial Analysis, Data Analysis, Data Entry, Spreadsheets, Customer Service
Education
University of Miami 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
David Falkoff's Cantor Fitzgerald Experience June 2004 - August 2004
Job Vice President at Nomura Securities
Industry Financial Services
Experience
Nomura Securities June 2014 - Present
RBS Markets & International Banking March 2010 - May 2014
Barclays Capital August 2005 - December 2008
Cantor Fitzgerald June 2004 - August 2004
Liberty Mutual Insurance March 2001 - July 2003
Luminant Worldwide August 2000 - December 2000
Mercer September 1998 - August 2000
Skills
Credit Risk, Residential Mortgages, Commercial Real Estate, Structured Products, Fixed Income, Derivatives, Risk Management, Mortgage Servicing, Financial Modeling, Capital Markets, Hedge Funds, Securitization
Education
Yale University - Yale School of Management 2003 — 2005
Master, Business Administration; Finance
University of Pennsylvania 1994 — 1998
Bachelor of Arts, Economics
Nomura Securities June 2014 - Present
RBS Markets & International Banking March 2010 - May 2014
Barclays Capital August 2005 - December 2008
Cantor Fitzgerald June 2004 - August 2004
Liberty Mutual Insurance March 2001 - July 2003
Luminant Worldwide August 2000 - December 2000
Mercer September 1998 - August 2000
Skills
Credit Risk, Residential Mortgages, Commercial Real Estate, Structured Products, Fixed Income, Derivatives, Risk Management, Mortgage Servicing, Financial Modeling, Capital Markets, Hedge Funds, Securitization
Education
Yale University - Yale School of Management 2003 — 2005
Master, Business Administration; Finance
University of Pennsylvania 1994 — 1998
Bachelor of Arts, Economics
Jake Levy's Cantor Fitzgerald Experience February 2012 - Present
Job Single Stock Options Sales/Trader at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald February 2012 - Present
WJB Capital Group June 2010 - January 2012
Cygnus Atratus, LLC July 2009 - March 2010
CITIGROUP GLOBAL MARKETS INC June 2008 - August 2008
Skills
Options, Securities, Trading, Portfolio Management, Equities, Series 7, Series 63
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
BBA, Finance
Cantor Fitzgerald February 2012 - Present
WJB Capital Group June 2010 - January 2012
Cygnus Atratus, LLC July 2009 - March 2010
CITIGROUP GLOBAL MARKETS INC June 2008 - August 2008
Skills
Options, Securities, Trading, Portfolio Management, Equities, Series 7, Series 63
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
BBA, Finance
Julia Golub Julia Golub's Cantor Fitzgerald Experience 2009 - 2010
Job US Marketing Team, Redken Hair Color at L'Oréal
Industry Marketing and Advertising
Experience
L'Oréal February 2015 - Present
RichRelevance April 2014 - October 2014
Disney Interactive February 2013 - April 2014
Disney Interactive Media Group April 2012 - February 2013
About.com April 2010 - April 2012
Cantor Fitzgerald 2009 - 2010
Asset Alliance / Hedge Harbor 2008 - 2009
Skills
Online Advertising, Digital Media, Client Services, Account Management, Excel, PowerPoint, Writing, Research, Salesforce.com, Outlook, Microsoft Office, Word, DoubleClick, comScore, Digital Marketing, Mobile Advertising, Sales, Display Advertising, SEO, Integrated Marketing, Interactive Marketing, Online Marketing, Omniture, Advertising Sales, Content Strategy, Media Planning, Web Analytics, Mobile Marketing, Media Buying, New Media
Education
New York University, Stern School of Business 2012 — 2015
MBA
University of Michigan 2003 — 2007
BA, English
Stuyvesant High School 1999 — 2003
High School
L'Oréal February 2015 - Present
RichRelevance April 2014 - October 2014
Disney Interactive February 2013 - April 2014
Disney Interactive Media Group April 2012 - February 2013
About.com April 2010 - April 2012
Cantor Fitzgerald 2009 - 2010
Asset Alliance / Hedge Harbor 2008 - 2009
Skills
Online Advertising, Digital Media, Client Services, Account Management, Excel, PowerPoint, Writing, Research, Salesforce.com, Outlook, Microsoft Office, Word, DoubleClick, comScore, Digital Marketing, Mobile Advertising, Sales, Display Advertising, SEO, Integrated Marketing, Interactive Marketing, Online Marketing, Omniture, Advertising Sales, Content Strategy, Media Planning, Web Analytics, Mobile Marketing, Media Buying, New Media
Education
New York University, Stern School of Business 2012 — 2015
MBA
University of Michigan 2003 — 2007
BA, English
Stuyvesant High School 1999 — 2003
High School
Kate Ogawa's Cantor Fitzgerald Experience August 2014 - Present
Job Managing Director Rates Sales
Industry Financial Services
Experience
Cantor Fitzgerald August 2014 - Present
CRT Capital Group April 2012 - June 2014
BNP Paribas May 2006 - February 2012
Nomura Securities October 2000 - May 2006
DLJ 1998 - 2000
Education
University of Scranton 1994 — 1998
BS, Accounting
Northport High School
Northport High School
Cantor Fitzgerald August 2014 - Present
CRT Capital Group April 2012 - June 2014
BNP Paribas May 2006 - February 2012
Nomura Securities October 2000 - May 2006
DLJ 1998 - 2000
Education
University of Scranton 1994 — 1998
BS, Accounting
Northport High School
Northport High School
Daniel Posthauer Daniel Posthauer's Cantor Fitzgerald Experience April 2013 - Present
Job VP Municipal Trading at Cantor Fitzgerald
Industry Capital Markets
Experience
Cantor Fitzgerald April 2013 - Present
Wedbush Securities October 2012 - April 2013
Wedbush Securities March 2011 - October 2012
Merrill Lynch August 2009 - February 2011
Keane Capital Management May 2008 - August 2008
Education
University of Southern California 2005 — 2009
BS, Finance
Cantor Fitzgerald April 2013 - Present
Wedbush Securities October 2012 - April 2013
Wedbush Securities March 2011 - October 2012
Merrill Lynch August 2009 - February 2011
Keane Capital Management May 2008 - August 2008
Education
University of Southern California 2005 — 2009
BS, Finance
Kevin Ondyak Kevin Ondyak's Cantor Fitzgerald Experience June 2009 - August 2009
Job Associate at AEA Investors LP
Industry Financial Services
Experience
AEA Investors LP August 2015 - Present
Bain & Company September 2014 - July 2015
Bain & Company September 2012 - September 2014
Africa International Advisors June 2012 - August 2012
Bain & Company May 2011 - August 2011
The Taubman Company May 2010 - August 2010
Cantor Fitzgerald June 2009 - August 2009
Skills
Financial Modeling, Management Consulting
Education
University of Michigan 2008 — 2012
BBA, Business
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
AEA Investors LP August 2015 - Present
Bain & Company September 2014 - July 2015
Bain & Company September 2012 - September 2014
Africa International Advisors June 2012 - August 2012
Bain & Company May 2011 - August 2011
The Taubman Company May 2010 - August 2010
Cantor Fitzgerald June 2009 - August 2009
Skills
Financial Modeling, Management Consulting
Education
University of Michigan 2008 — 2012
BBA, Business
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Matthew Pavlovich's Cantor Fitzgerald Experience June 2008 - August 2008
Job Principal at Arenda Capital Management
Industry Real Estate
Experience
Arenda Capital Management October 2014 - Present
Arenda Capital Management June 2013 - Present
Arenda Capital Management June 2011 - June 2013
Arenda Capital Management June 2009 - June 2011
Cantor Fitzgerald June 2008 - August 2008
Realty Capital Advisors April 2007 - August 2007
Skills
Real Estate, Capital Markets, Debt, Portfolio Management, Private Equity, Institutional Investors, Asset Management, Asset Managment, Institutional..., Disposition, Real Estate Development, Valuation, Real Estate Economics, Investment Properties, Brokerage, Real Estate Private...
Education
University of Southern California 2005 — 2009
BS, Real Estate Development
Arenda Capital Management October 2014 - Present
Arenda Capital Management June 2013 - Present
Arenda Capital Management June 2011 - June 2013
Arenda Capital Management June 2009 - June 2011
Cantor Fitzgerald June 2008 - August 2008
Realty Capital Advisors April 2007 - August 2007
Skills
Real Estate, Capital Markets, Debt, Portfolio Management, Private Equity, Institutional Investors, Asset Management, Asset Managment, Institutional..., Disposition, Real Estate Development, Valuation, Real Estate Economics, Investment Properties, Brokerage, Real Estate Private...
Education
University of Southern California 2005 — 2009
BS, Real Estate Development
Sean Jackson Sean Jackson's Cantor Fitzgerald Experience June 2012 - August 2012
Job Analyst at CCRE
Industry Financial Services
Experience
CCRE July 2013 - Present
The Michigan Daily August 2012 - May 2013
University of Michigan September 2009 - May 2013
Interfraternity Council at The University of Michigan January 2012 - January 2013
University of Michigan Interfraternity Council January 2011 - September 2012
Cantor Fitzgerald June 2012 - August 2012
The Michigan Vision Party September 2010 - December 2011
Sumitomo Corporation of America May 2011 - August 2011
Nexecon Consulting Group September 2010 - May 2011
The Michigan Daily August 2010 - April 2011
Skills
Microsoft Excel, Market Research, Financial Analysis, Financial Modeling, Valuation, Social Media Marketing, Microsoft Word, Business Development, Strategic Planning, Business Strategy, Social Media, Entrepreneurship, Marketing Strategy, Sales, Economics, Customer Service, Public Relations, Advertising, Fundraising
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Economics and Psychology
CCRE July 2013 - Present
The Michigan Daily August 2012 - May 2013
University of Michigan September 2009 - May 2013
Interfraternity Council at The University of Michigan January 2012 - January 2013
University of Michigan Interfraternity Council January 2011 - September 2012
Cantor Fitzgerald June 2012 - August 2012
The Michigan Vision Party September 2010 - December 2011
Sumitomo Corporation of America May 2011 - August 2011
Nexecon Consulting Group September 2010 - May 2011
The Michigan Daily August 2010 - April 2011
Skills
Microsoft Excel, Market Research, Financial Analysis, Financial Modeling, Valuation, Social Media Marketing, Microsoft Word, Business Development, Strategic Planning, Business Strategy, Social Media, Entrepreneurship, Marketing Strategy, Sales, Economics, Customer Service, Public Relations, Advertising, Fundraising
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Economics and Psychology
Jonathan Coldicott Jonathan Coldicott's Cantor Fitzgerald Experience June 2015 - July 2015
Job Student at the University of Michigan Ross School of Business
Industry Financial Services
Experience
Enmark Systems, Inc. May 2014 - Present
Cantor Fitzgerald June 2015 - July 2015
Pi Kappa Phi Fraternity December 2013 - December 2014
Skills
Leadership, Microsoft Excel, Public Speaking, Financial Modeling, PowerPoint, Microsoft Office, Communication, Fundraising, Data Analysis, Event Planning, Accounting, Business Strategy, Social Media, Management, Microsoft Word, Research, Analysis, Customer Service, Finance, Python
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Accounting and Finance
University of Michigan 2012 — 2013
College of Literature, Science, and the Arts, 3.78 / 4.0
Henry Ford II High School 2009 — 2012
Enmark Systems, Inc. May 2014 - Present
Cantor Fitzgerald June 2015 - July 2015
Pi Kappa Phi Fraternity December 2013 - December 2014
Skills
Leadership, Microsoft Excel, Public Speaking, Financial Modeling, PowerPoint, Microsoft Office, Communication, Fundraising, Data Analysis, Event Planning, Accounting, Business Strategy, Social Media, Management, Microsoft Word, Research, Analysis, Customer Service, Finance, Python
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Accounting and Finance
University of Michigan 2012 — 2013
College of Literature, Science, and the Arts, 3.78 / 4.0
Henry Ford II High School 2009 — 2012
Edward Meneses Edward Meneses's Cantor Fitzgerald Experience August 2012 - Present
Job Associate at Cantor Fitzgerald
Industry Real Estate
Experience
Cantor Fitzgerald August 2012 - Present
Colony Capital May 2012 - August 2012
Lucent Capital, Inc. June 2011 - August 2011
Beitler Commercial Realty Services May 2010 - September 2010
Skills
Real Estate Economics, Financial Modeling
Education
University of Southern California 2008 — 2012
BA, Real Estate Finance
Cantor Fitzgerald August 2012 - Present
Colony Capital May 2012 - August 2012
Lucent Capital, Inc. June 2011 - August 2011
Beitler Commercial Realty Services May 2010 - September 2010
Skills
Real Estate Economics, Financial Modeling
Education
University of Southern California 2008 — 2012
BA, Real Estate Finance
Blair Abernethy Blair Abernethy's Cantor Fitzgerald Experience November 2013 - October 2014
Job Managing Director Equity Research, Technology Analyst at Industrial Alliance Securities
Industry Investment Banking
Experience
Industrial Alliance Securities July 2015 - Present
Cantor Fitzgerald November 2013 - October 2014
Stifel Nicolaus April 2010 - August 2013
Thomas Weisel Partners June 2007 - April 2010
Clarus Securities May 2006 - May 2007
Paradigm Capital March 2002 - April 2006
HSBC Securities 1999 - 2002
GE Capital 1995 - 1999
Bank of Nova Scotia 1989 - 1995
Schlumberger Technologies July 1984 - December 1988
Skills
Venture Capital, Telecommunications, Valuation, Technical Analysis, Investment Banking, Financial Modeling, Equities, Due Diligence, Capital Markets, Bloomberg, Management, Research, Equity Research, Investments, Equity Valuation, Securities
Education
University of Toronto 1988 — 1989
MBA, Finance
University of Michigan 1980 — 1984
BSc, Electrical Engineering
Industrial Alliance Securities July 2015 - Present
Cantor Fitzgerald November 2013 - October 2014
Stifel Nicolaus April 2010 - August 2013
Thomas Weisel Partners June 2007 - April 2010
Clarus Securities May 2006 - May 2007
Paradigm Capital March 2002 - April 2006
HSBC Securities 1999 - 2002
GE Capital 1995 - 1999
Bank of Nova Scotia 1989 - 1995
Schlumberger Technologies July 1984 - December 1988
Skills
Venture Capital, Telecommunications, Valuation, Technical Analysis, Investment Banking, Financial Modeling, Equities, Due Diligence, Capital Markets, Bloomberg, Management, Research, Equity Research, Investments, Equity Valuation, Securities
Education
University of Toronto 1988 — 1989
MBA, Finance
University of Michigan 1980 — 1984
BSc, Electrical Engineering
John J Lyons IV John J Lyons IV's Cantor Fitzgerald Experience July 2012 - August 2012
Job Investment Management Associate at BlackRock
Industry Financial Services
Experience
BlackRock September 2015 - Present
BlackRock September 2014 - Present
HedgeServ March 2014 - August 2014
Barclays Investment Bank September 2013 - December 2013
Cantor Fitzgerald July 2012 - August 2012
Advisors Asset Management, Inc. December 2010 - January 2011
Skills
Fixed Income, Financial Analysis, Equities, Portfolio Management, Finance, Bloomberg, Financial Modeling, Sales, Bloomberg Terminal, Equity Derivatives, Options, Hedge Funds, Derivatives, Equity Research, Investments, Mutual Funds, ETFs, Series 7
Education
University of Scranton 2009 — 2013
Bachelor of Science (B.S.), Finance, General
The University of Manchester 2012 — 2012
Bachelor of Science (BSc), Finance, General
Red Bank Catholic High School 2005 — 2009
Degree, Diploma
BlackRock September 2015 - Present
BlackRock September 2014 - Present
HedgeServ March 2014 - August 2014
Barclays Investment Bank September 2013 - December 2013
Cantor Fitzgerald July 2012 - August 2012
Advisors Asset Management, Inc. December 2010 - January 2011
Skills
Fixed Income, Financial Analysis, Equities, Portfolio Management, Finance, Bloomberg, Financial Modeling, Sales, Bloomberg Terminal, Equity Derivatives, Options, Hedge Funds, Derivatives, Equity Research, Investments, Mutual Funds, ETFs, Series 7
Education
University of Scranton 2009 — 2013
Bachelor of Science (B.S.), Finance, General
The University of Manchester 2012 — 2012
Bachelor of Science (BSc), Finance, General
Red Bank Catholic High School 2005 — 2009
Degree, Diploma
Samantha Fraser's Cantor Fitzgerald Experience July 2014 - Present
Job Cantor Fitzgerald Relief Fund Manager at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald July 2014 - Present
Carrie Zack Events June 2013 - June 2014
Inspire Smart Success August 2013 - November 2013
Skills
Social Media Marketing, Rebranding, Event Planning, Event Management, Creative Writing, Magazine Articles, Proofreading, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Custom Facebook Pages, Twitter, Instagram, Conducting Interviews, Social Media, Microsoft Office, Social Networking, Sales, Public Speaking, Photoshop, Facebook
Education
University of Miami 2009 — 2013
Bachelor’s Degree, Sociology, Psychology
Cantor Fitzgerald July 2014 - Present
Carrie Zack Events June 2013 - June 2014
Inspire Smart Success August 2013 - November 2013
Skills
Social Media Marketing, Rebranding, Event Planning, Event Management, Creative Writing, Magazine Articles, Proofreading, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Custom Facebook Pages, Twitter, Instagram, Conducting Interviews, Social Media, Microsoft Office, Social Networking, Sales, Public Speaking, Photoshop, Facebook
Education
University of Miami 2009 — 2013
Bachelor’s Degree, Sociology, Psychology
Kenneth Wong Kenneth Wong's Cantor Fitzgerald Experience July 2015 - Present
Job Senior Vice President at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald July 2015 - Present
J.P. Morgan August 2013 - July 2015
J.P. Morgan October 2010 - August 2013
J.P. Morgan September 2008 - October 2010
Skills
Bloomberg, Investments, Equities, Fixed Income, Foreign Exchange, Project Management, Portfolio Management
Education
University of Michigan 2004 — 2008
Bachelor's degree, Economics with a Minor in Chinese
Cantor Fitzgerald July 2015 - Present
J.P. Morgan August 2013 - July 2015
J.P. Morgan October 2010 - August 2013
J.P. Morgan September 2008 - October 2010
Skills
Bloomberg, Investments, Equities, Fixed Income, Foreign Exchange, Project Management, Portfolio Management
Education
University of Michigan 2004 — 2008
Bachelor's degree, Economics with a Minor in Chinese
Joseph Gabor Joseph Gabor's Cantor Fitzgerald Experience March 2003 - December 2009
Job DirectorBrandywine Asset Management
Industry Financial Services
Experience
Brandywine Asset Management January 2015 - Present
Direct Access Partners December 2012 - June 2013
Miller Tabak + Co., LLC January 2010 - September 2012
Cantor Fitzgerald March 2003 - December 2009
Lehman Brothers October 2000 - March 2003
Donaldson, Lufkin & Jenrette August 2000 - October 2000
Nomura Securities July 1998 - August 2000
Derivatives Floor Trader June 1994 - June 1998
Skills
Derivatives, Futures, Portfolio Management, Hedge Funds, CTAs, equity options, Market Neutral, advisory, marketing, Investment Banking, Trading, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Alternative Investments, Equity Capital Markets, Equities, Investments, Asset Management, Capital Markets, Valuation
Education
University of Pennsylvania
Brandywine Asset Management January 2015 - Present
Direct Access Partners December 2012 - June 2013
Miller Tabak + Co., LLC January 2010 - September 2012
Cantor Fitzgerald March 2003 - December 2009
Lehman Brothers October 2000 - March 2003
Donaldson, Lufkin & Jenrette August 2000 - October 2000
Nomura Securities July 1998 - August 2000
Derivatives Floor Trader June 1994 - June 1998
Skills
Derivatives, Futures, Portfolio Management, Hedge Funds, CTAs, equity options, Market Neutral, advisory, marketing, Investment Banking, Trading, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Alternative Investments, Equity Capital Markets, Equities, Investments, Asset Management, Capital Markets, Valuation
Education
University of Pennsylvania
Luis A. Perez Jr.'s Cantor Fitzgerald Experience July 2005 - April 2006
Job Supervisor Balance & Control at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial September 2009 - Present
UBS Wealth Management 2006 - 2009
ADP Clearing and Outsourcing (Ridge Clearing) April 2006 - December 2006
Cantor Fitzgerald July 2005 - April 2006
TD Waterhouse 1998 - 2005
Skills
Securities, DTC, Equities, Series 7, Middle Office, FINRA, Account Reconciliation, Fixed Income, Settlement, Series 24, Financial Services, Back Office, Mutual Funds, Bloomberg, Options, Prime Brokerage, Corporate Actions, Securities Lending, Trading, Bonds, Series 63, Derivatives, Hedge Funds, FX Options, Risk Management
Education
University of Phoenix 2009 — 2014
Management of Accounting AS & Project/Business Management BS, Management of Accounting/Project/Risk Management
HSTAT
E*TRADE Financial September 2009 - Present
UBS Wealth Management 2006 - 2009
ADP Clearing and Outsourcing (Ridge Clearing) April 2006 - December 2006
Cantor Fitzgerald July 2005 - April 2006
TD Waterhouse 1998 - 2005
Skills
Securities, DTC, Equities, Series 7, Middle Office, FINRA, Account Reconciliation, Fixed Income, Settlement, Series 24, Financial Services, Back Office, Mutual Funds, Bloomberg, Options, Prime Brokerage, Corporate Actions, Securities Lending, Trading, Bonds, Series 63, Derivatives, Hedge Funds, FX Options, Risk Management
Education
University of Phoenix 2009 — 2014
Management of Accounting AS & Project/Business Management BS, Management of Accounting/Project/Risk Management
HSTAT
Andy Kulawiak's Cantor Fitzgerald Experience February 1996 - April 1998
Job SVP, IT Architecture Executive at Bank of America
Industry Banking
Experience
Bank of America July 2013 - Present
Morgan Stanley June 2003 - Present
Goldman Sachs 1999 - June 2003
Cantor Fitzgerald February 1996 - April 1998
Skills
Data Center, Risk Management, Disaster Recovery, Low Latency, Market Data, Vendor Management, Virtualization, Business Continuity, Strategy, Cisco Technologies, Routing, Network Design, Networking, Network Architecture, Managed Services, Cloud Computing, Network Security, Security, Financial Services, Professional Services, IT Strategy, Leadership, Enterprise Architecture, IT Management
Education
University of Maine
Bank of America July 2013 - Present
Morgan Stanley June 2003 - Present
Goldman Sachs 1999 - June 2003
Cantor Fitzgerald February 1996 - April 1998
Skills
Data Center, Risk Management, Disaster Recovery, Low Latency, Market Data, Vendor Management, Virtualization, Business Continuity, Strategy, Cisco Technologies, Routing, Network Design, Networking, Network Architecture, Managed Services, Cloud Computing, Network Security, Security, Financial Services, Professional Services, IT Strategy, Leadership, Enterprise Architecture, IT Management
Education
University of Maine
Edward Harrison's Cantor Fitzgerald Experience September 2010 - June 2011
Job General Partner
Industry Financial Services
Experience
Joseph Henry, LLC d/b/a egg by susan lazar July 2013 - Present
Brompton Cross Capital Advisors June 2011 - Present
Cantor Fitzgerald September 2010 - June 2011
Brompton Cross Capital Advisers January 2006 - November 2010
Mercantile Capital Partners January 1997 - December 2005
McKinsey & Company September 1994 - December 1996
Sears PLC January 1991 - February 1992
Skills
Capital Markets, Private Equity, Equities, Fixed Income, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Pennsylvania - The Wharton School 1985 — 1989
BS, History
Germantown Academy 1981 — 1985
High School Diploma
Joseph Henry, LLC d/b/a egg by susan lazar July 2013 - Present
Brompton Cross Capital Advisors June 2011 - Present
Cantor Fitzgerald September 2010 - June 2011
Brompton Cross Capital Advisers January 2006 - November 2010
Mercantile Capital Partners January 1997 - December 2005
McKinsey & Company September 1994 - December 1996
Sears PLC January 1991 - February 1992
Skills
Capital Markets, Private Equity, Equities, Fixed Income, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Pennsylvania - The Wharton School 1985 — 1989
BS, History
Germantown Academy 1981 — 1985
High School Diploma
Michael Dorbandt's Cantor Fitzgerald Experience March 1996 - March 2012
Job Managing Partner at Dorbandt & Associates
Industry Investment Management
Experience
Dorbandt & Associates May 2014 - Present
Capital Institutional Services June 2012 - April 2014
Cantor Fitzgerald March 1996 - March 2012
Skills
Series 7, Trading, Hedge Funds, Equities, Series 63, Series 65, Series 24, Options, Capital Markets, Securities, Investments, Alternative Investments, Asset Management, Investment Banking, Bonds, Fixed Income, Portfolio Management, Risk Management, Derivatives, Equity Trading, Financial Modeling, FINRA, Due Diligence, Bloomberg, Trading Strategies, Mutual Funds, Wealth Management, Electronic Trading, Series 3, Series 8, Series 5, Series 15, Swaps, Equity Research, High Yield, Trading Systems, Investment Advisory, Structured Products, Asset Allocation, Proprietary Trading, Valuation, Financial Markets, Financial Services, ETFs, Bloomberg Terminal, Private Equity, Uniform Combined State..., Financial Advisory, Prime Brokerage, Investment Management
Education
Jesuit High School
University of Louisiana at Lafayette
BS/MBA, Economics/Finance
Dorbandt & Associates May 2014 - Present
Capital Institutional Services June 2012 - April 2014
Cantor Fitzgerald March 1996 - March 2012
Skills
Series 7, Trading, Hedge Funds, Equities, Series 63, Series 65, Series 24, Options, Capital Markets, Securities, Investments, Alternative Investments, Asset Management, Investment Banking, Bonds, Fixed Income, Portfolio Management, Risk Management, Derivatives, Equity Trading, Financial Modeling, FINRA, Due Diligence, Bloomberg, Trading Strategies, Mutual Funds, Wealth Management, Electronic Trading, Series 3, Series 8, Series 5, Series 15, Swaps, Equity Research, High Yield, Trading Systems, Investment Advisory, Structured Products, Asset Allocation, Proprietary Trading, Valuation, Financial Markets, Financial Services, ETFs, Bloomberg Terminal, Private Equity, Uniform Combined State..., Financial Advisory, Prime Brokerage, Investment Management
Education
Jesuit High School
University of Louisiana at Lafayette
BS/MBA, Economics/Finance
Jason Meklinsky's Cantor Fitzgerald Experience October 2009 - September 2011
Job Alternative Investments Professional
Industry Financial Services
Experience
Broadridge Investment Management Solutions (Formerly "Paladyne") October 2011 - Present
Cantor Fitzgerald October 2009 - September 2011
Merlin Securities November 2008 - October 2009
UBS Investment Bank May 2007 - May 2008
Bear, Stearns and Co August 1998 - May 2007
Bankers Trust March 1998 - August 1999
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1995
Broadridge Investment Management Solutions (Formerly "Paladyne") October 2011 - Present
Cantor Fitzgerald October 2009 - September 2011
Merlin Securities November 2008 - October 2009
UBS Investment Bank May 2007 - May 2008
Bear, Stearns and Co August 1998 - May 2007
Bankers Trust March 1998 - August 1999
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1995
Lynn Eisenberg Glantz's Cantor Fitzgerald Experience March 2011 - June 2012
Job Vice President, Investor Relations at Rockwood Capital
Industry Venture Capital & Private Equity
Experience
Rockwood Capital June 2012 - Present
Cantor Fitzgerald March 2011 - June 2012
The Praedium Group December 2004 - March 2011
UBS Global Asset Management June 2000 - December 2004
Education
University of Michigan 1996 — 2000
Rockwood Capital June 2012 - Present
Cantor Fitzgerald March 2011 - June 2012
The Praedium Group December 2004 - March 2011
UBS Global Asset Management June 2000 - December 2004
Education
University of Michigan 1996 — 2000
Kimberly Kilbride's Cantor Fitzgerald Experience June 2013 - August 2014
Job Investment Banking Professional
Industry Investment Banking
Experience
Cantor Fitzgerald June 2013 - August 2014
Jefferies & Company August 2009 - November 2012
Goldman Sachs July 2003 - February 2009
EastWest VentureGroup August 1999 - June 2001
Morgan Stanley July 1996 - July 1999
Skills
Venture Capital, Valuation, Private Equity, Mergers, Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Healthcare Industry, LBO, Restructuring, Equities, Leveraged Finance, Hedge Funds, Debt Restructuring, Fixed Income, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (M.B.A.), Accounting and Finance
Cantor Fitzgerald June 2013 - August 2014
Jefferies & Company August 2009 - November 2012
Goldman Sachs July 2003 - February 2009
EastWest VentureGroup August 1999 - June 2001
Morgan Stanley July 1996 - July 1999
Skills
Venture Capital, Valuation, Private Equity, Mergers, Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Healthcare Industry, LBO, Restructuring, Equities, Leveraged Finance, Hedge Funds, Debt Restructuring, Fixed Income, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (M.B.A.), Accounting and Finance
Steven Krieg's Cantor Fitzgerald Experience December 2011 - Present
Job Director Broker Dealer Sales, Cantor Fitzgerald
Industry Capital Markets
Experience
Cantor Fitzgerald December 2011 - Present
Merrill Lynch February 1995 - December 2011
Skills
Equities, Electronic Trading, International Sales, Equity Trading, Global Operations, Investment Banking, Bloomberg, Trading Systems, Equity Derivatives, FINRA, Series 63, Trading, Proprietary Trading, Series 7, Capital Markets, Financial Markets, Hedge Funds
Education
University of Pittsburgh
Cantor Fitzgerald December 2011 - Present
Merrill Lynch February 1995 - December 2011
Skills
Equities, Electronic Trading, International Sales, Equity Trading, Global Operations, Investment Banking, Bloomberg, Trading Systems, Equity Derivatives, FINRA, Series 63, Trading, Proprietary Trading, Series 7, Capital Markets, Financial Markets, Hedge Funds
Education
University of Pittsburgh
Katy Bishopric's Cantor Fitzgerald Experience January 2011 - Present
Job Executive Assistant to Howard W. Lutnick, Chairman at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald January 2011 - Present
Marc Jacobs International February 2004 - December 2010
Marc Jacobs International LLC February 2004 - December 2010
Education
University of North Carolina at Chapel Hill
Cantor Fitzgerald January 2011 - Present
Marc Jacobs International February 2004 - December 2010
Marc Jacobs International LLC February 2004 - December 2010
Education
University of North Carolina at Chapel Hill
Paul Feschuk's Cantor Fitzgerald Experience 2002 - 2003
Job Capital Markets Professional
Industry Capital Markets
Experience
Bear Stearns 2005 - 2007
Cantor Fitzgerald 2002 - 2003
Cantor Fitzgerald, UK 2001 - 2002
Skills
FX, Derivatives, Options, Capital Markets, Prime Brokerage, Financial Markets, Trading, Hedge Funds, Commodities, Securities, Client Services
Education
University of Michigan
Bear Stearns 2005 - 2007
Cantor Fitzgerald 2002 - 2003
Cantor Fitzgerald, UK 2001 - 2002
Skills
FX, Derivatives, Options, Capital Markets, Prime Brokerage, Financial Markets, Trading, Hedge Funds, Commodities, Securities, Client Services
Education
University of Michigan
Jason Kopcak's Cantor Fitzgerald Experience May 2009 - April 2012
Job Executive Director Whole Loans at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities May 2012 - Present
Cantor Fitzgerald May 2009 - April 2012
American Residential Equities June 2008 - May 2009
Carlton Group April 2007 - June 2008
Genesis Mortgage Corporation 1999 - 2006
Skills
Loans, Trading, Debt, Real Estate Finance, Capital Markets, Trading All Credit..., Structured Finance, Residential Homes, Valuation, Portfolio Management, Mortgage Lending, Mortgage Banking, Loan Origination, Investments, Investment Banking, Fixed Income, Financial Structuring, Credit, Commercial Real Estate, Asset Managment, Asset Management
Education
University of Michigan 1989 — 1993
Bachelors
Nomura Securities May 2012 - Present
Cantor Fitzgerald May 2009 - April 2012
American Residential Equities June 2008 - May 2009
Carlton Group April 2007 - June 2008
Genesis Mortgage Corporation 1999 - 2006
Skills
Loans, Trading, Debt, Real Estate Finance, Capital Markets, Trading All Credit..., Structured Finance, Residential Homes, Valuation, Portfolio Management, Mortgage Lending, Mortgage Banking, Loan Origination, Investments, Investment Banking, Fixed Income, Financial Structuring, Credit, Commercial Real Estate, Asset Managment, Asset Management
Education
University of Michigan 1989 — 1993
Bachelors
Bill Schwanewede's Cantor Fitzgerald Experience June 1992 - August 2001
Job Vice President at NYSE Euronext
Industry Financial Services
Experience
NYSE Euronext January 2002 - Present
Cantor Fitzgerald June 1992 - August 2001
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Bachelor of Science (BS), Economics
River Dell High School- Oradell, NJ 1984 — 1988
NYSE Euronext January 2002 - Present
Cantor Fitzgerald June 1992 - August 2001
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Bachelor of Science (BS), Economics
River Dell High School- Oradell, NJ 1984 — 1988
Joe Riccardo's Cantor Fitzgerald Experience October 1994 - November 1999
Job Managing Director at Evercore
Industry Capital Markets
Experience
Evercore November 2014 - Present
ISI Group July 2014 - Present
Citi June 2010 - June 2014
FTN Equity Capital Markets March 2009 - February 2010
Banc of America Securities March 2001 - January 2009
Ladenburg Thalmann November 1999 - March 2001
Cantor Fitzgerald October 1994 - November 1999
Skills
Senior Pod Leader, Healthcare, Hedge Funds, Institutional, Series 7, Equities, Series 63, Capital Markets, Investments, Mutual Funds, Securities, Alternative Investments, Bonds, Equity Research, Financial Markets, Investment Banking, Asset Management, Banking, Portfolio Management, Private Equity, Trading, Valuation, Wealth Management
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts (B.A.), Economics
De Paul High School 1986 — 1990
Diploma
Evercore November 2014 - Present
ISI Group July 2014 - Present
Citi June 2010 - June 2014
FTN Equity Capital Markets March 2009 - February 2010
Banc of America Securities March 2001 - January 2009
Ladenburg Thalmann November 1999 - March 2001
Cantor Fitzgerald October 1994 - November 1999
Skills
Senior Pod Leader, Healthcare, Hedge Funds, Institutional, Series 7, Equities, Series 63, Capital Markets, Investments, Mutual Funds, Securities, Alternative Investments, Bonds, Equity Research, Financial Markets, Investment Banking, Asset Management, Banking, Portfolio Management, Private Equity, Trading, Valuation, Wealth Management
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts (B.A.), Economics
De Paul High School 1986 — 1990
Diploma
Ashita Johnson's Cantor Fitzgerald Experience July 1986 - February 1996
Job Consultant
Industry Financial Services
Experience
Heflin & Co. LLC March 1996 - November 2012
Cantor Fitzgerald July 1986 - February 1996
Skills
Securities, Trading Systems, Electronic Trading, Equities, Series 63, Operations Management, Project Management, Series 7, Compliance, Facilites Management, Series 66
Education
University of Southern California
Business Administration, Management and Operations
Heflin & Co. LLC March 1996 - November 2012
Cantor Fitzgerald July 1986 - February 1996
Skills
Securities, Trading Systems, Electronic Trading, Equities, Series 63, Operations Management, Project Management, Series 7, Compliance, Facilites Management, Series 66
Education
University of Southern California
Business Administration, Management and Operations
Jim Jacques's Cantor Fitzgerald Experience January 1985 - January 1987
Job President at United Virtual Office
Industry Executive Office
Experience
United Virtual Office July 2011 - Present
Finacorp Securities June 2005 - June 2010
Finacorp Securites June 2005 - June 2010
Finacorp Securities January 2005 - June 2010
Wilshire Associates Incorporated August 1987 - August 2004
Finacorp January 1987 - January 2004
William O’Neil & Company August 1983 - August 1987
Cantor Fitzgerald January 1985 - January 1987
William O Neil January 1983 - January 1985
Skills
Equities, Fixed Income, Trading, Bonds, Series 7
Education
University of Southern California - Marshall School of Business 1975 — 1980
Business
University of Southern California
B.S, Business Management
United Virtual Office July 2011 - Present
Finacorp Securities June 2005 - June 2010
Finacorp Securites June 2005 - June 2010
Finacorp Securities January 2005 - June 2010
Wilshire Associates Incorporated August 1987 - August 2004
Finacorp January 1987 - January 2004
William O’Neil & Company August 1983 - August 1987
Cantor Fitzgerald January 1985 - January 1987
William O Neil January 1983 - January 1985
Skills
Equities, Fixed Income, Trading, Bonds, Series 7
Education
University of Southern California - Marshall School of Business 1975 — 1980
Business
University of Southern California
B.S, Business Management
Hans Nelson's Cantor Fitzgerald Experience 2004 - 2006
Job futures sales at RBC Capital Markets LLC
Industry Financial Services
Experience
RBC Capital Markets February 2008 - Present
RJ O'Brien 2006 - 2008
Cantor Fitzgerald 2004 - 2006
Prudential Bache Commodities LLC 2001 - 2004
Bear Stearns 1994 - 2001
Skills
trade execution, electronic trade..., clearing sales, futures trading, Managed Futures, Equity Trading, Direct Marketing, Sales Presentations, basis trading, index arb, Electronic Trading, Trading Systems, Futures Trading, Trading, Bloomberg, Long-term Customer..., Capital Markets, Middle Office, Commodity, Derivatives, Options, Hedge Funds, Financial Markets, Fixed Income, Equities, Portfolio Management, Alternative Investments
Education
University of Michigan 1984 — 1989
English and Economics, double major
Chicago Mercantile Exchange
RBC Capital Markets February 2008 - Present
RJ O'Brien 2006 - 2008
Cantor Fitzgerald 2004 - 2006
Prudential Bache Commodities LLC 2001 - 2004
Bear Stearns 1994 - 2001
Skills
trade execution, electronic trade..., clearing sales, futures trading, Managed Futures, Equity Trading, Direct Marketing, Sales Presentations, basis trading, index arb, Electronic Trading, Trading Systems, Futures Trading, Trading, Bloomberg, Long-term Customer..., Capital Markets, Middle Office, Commodity, Derivatives, Options, Hedge Funds, Financial Markets, Fixed Income, Equities, Portfolio Management, Alternative Investments
Education
University of Michigan 1984 — 1989
English and Economics, double major
Chicago Mercantile Exchange
Kyle Sugarman's Cantor Fitzgerald Experience 2005 - 2007
Job Managing Director at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners January 2008 - Present
Cantor Fitzgerald 2005 - 2007
Goldman Sachs 2000 - 2005
Education
University of Maryland College Park
BA, Communications - RTVF
Perella Weinberg Partners January 2008 - Present
Cantor Fitzgerald 2005 - 2007
Goldman Sachs 2000 - 2005
Education
University of Maryland College Park
BA, Communications - RTVF
Heather Nidetch, CRPC's Cantor Fitzgerald Experience June 2006 - September 2007
Job Associate Vice President Investments, Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Merrill Lynch July 2012 - April 2015
Wells Fargo Advisors, LLC January 2008 - July 2012
Cantor Fitzgerald June 2006 - September 2007
Brown Parker & DeMarinis Advertising December 2004 - October 2005
Deutsch Advertising January 2002 - November 2004
Skills
Investments, Bonds, Asset Allocation, Securities, Equities, Fixed Income, Mutual Funds, Asset Management, Sales, Variable Annuities, Fixed Annuities, Alternative Investments, FINRA, Retirement Planning, Financial Services, Equity Trading, Retirement, CRM, Account Management, New Business Development, Asset Managment
Education
University of Miami 1997 — 2001
BBA
The Wheatley School 1993 — 1997
Wells Fargo Advisors April 2015 - Present
Merrill Lynch July 2012 - April 2015
Wells Fargo Advisors, LLC January 2008 - July 2012
Cantor Fitzgerald June 2006 - September 2007
Brown Parker & DeMarinis Advertising December 2004 - October 2005
Deutsch Advertising January 2002 - November 2004
Skills
Investments, Bonds, Asset Allocation, Securities, Equities, Fixed Income, Mutual Funds, Asset Management, Sales, Variable Annuities, Fixed Annuities, Alternative Investments, FINRA, Retirement Planning, Financial Services, Equity Trading, Retirement, CRM, Account Management, New Business Development, Asset Managment
Education
University of Miami 1997 — 2001
BBA
The Wheatley School 1993 — 1997
Craig Bishko's Cantor Fitzgerald Experience May 2009 - November 2012
Job Real Estate & Mortgage Backed Securities professional Actively seeking new opportunities
Industry Financial Services
Experience
Sports Recruits LLC 2013 - Present
Kenyon Real Estate 2013 - Present
Cantor Fitzgerald May 2009 - November 2012
HSBC February 2007 - September 2008
Standard & Poor's August 2006 - January 2007
Morgan Stanley January 2006 - June 2006
Skills
ABS, MBS, Bloomberg, Intex, Fixed Income, Series 7, Residential Mortgages, Capital Markets
Education
University of Notre Dame 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Sports Recruits LLC 2013 - Present
Kenyon Real Estate 2013 - Present
Cantor Fitzgerald May 2009 - November 2012
HSBC February 2007 - September 2008
Standard & Poor's August 2006 - January 2007
Morgan Stanley January 2006 - June 2006
Skills
ABS, MBS, Bloomberg, Intex, Fixed Income, Series 7, Residential Mortgages, Capital Markets
Education
University of Notre Dame 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Chris Bayer's Cantor Fitzgerald Experience September 2012 - Present
Job Director Product Control at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald September 2012 - Present
Skills
Fixed Income, Product Control, Capital Markets, FINRA, FX Options, Equities, Securities, Hedge Funds, Bloomberg, Middle Office, Trading Systems, Electronic Trading, Options, Prime Brokerage, Market Data, Back Office
Education
University of Scranton 1990 — 1994
Cantor Fitzgerald September 2012 - Present
Skills
Fixed Income, Product Control, Capital Markets, FINRA, FX Options, Equities, Securities, Hedge Funds, Bloomberg, Middle Office, Trading Systems, Electronic Trading, Options, Prime Brokerage, Market Data, Back Office
Education
University of Scranton 1990 — 1994
Rahul Nagpurkar's Cantor Fitzgerald Experience 1994 - 1997
Job Director at Fitch Ratings
Industry Financial Services
Experience
Fitch, Inc. March 2003 - Present
Fitch Ratings March 2003 - January 2009
EBS Dealing Resources March 1997 - April 2003
Cantor Fitzgerald 1994 - 1997
Reliance Industries ltd 1987 - 1992
Skills
Fixed Income, Financial Markets, Market Data, Risk Management, Business Analysis, XML, Java, Agile Methodologies, Product Development, Project Management, SQL, Business Intelligence, Credit Risk, JavaScript, Equities, Team Leadership, Asset Managment, Trading, Analysis, Structured Finance, Databases, Derivatives, Requirements Gathering, Enterprise Architecture, Investment Banking, Trading Systems, Credit Analysis, Basel II, Software Project..., Quantitative Finance, Requirements Analysis, Vendor Management, REST, Capital Markets, Valuation, Strategy, Credit Derivatives, Business Development, Agile Project Management, Oracle, Hedge Funds, Asset Management, Financial Analysis, Software Development, Bloomberg, SDLC, Financial Modeling, Financial Risk, Financial Services, Portfolio Management
Education
University of Mumbai 1981 — 1985
MBA, Business Administration and Management, General
Fitch, Inc. March 2003 - Present
Fitch Ratings March 2003 - January 2009
EBS Dealing Resources March 1997 - April 2003
Cantor Fitzgerald 1994 - 1997
Reliance Industries ltd 1987 - 1992
Skills
Fixed Income, Financial Markets, Market Data, Risk Management, Business Analysis, XML, Java, Agile Methodologies, Product Development, Project Management, SQL, Business Intelligence, Credit Risk, JavaScript, Equities, Team Leadership, Asset Managment, Trading, Analysis, Structured Finance, Databases, Derivatives, Requirements Gathering, Enterprise Architecture, Investment Banking, Trading Systems, Credit Analysis, Basel II, Software Project..., Quantitative Finance, Requirements Analysis, Vendor Management, REST, Capital Markets, Valuation, Strategy, Credit Derivatives, Business Development, Agile Project Management, Oracle, Hedge Funds, Asset Management, Financial Analysis, Software Development, Bloomberg, SDLC, Financial Modeling, Financial Risk, Financial Services, Portfolio Management
Education
University of Mumbai 1981 — 1985
MBA, Business Administration and Management, General
Lisa Purville's Cantor Fitzgerald Experience June 2000 - December 2003
Job Sr. Regional Bank Private Banker Wells Fargo
Industry Banking
Experience
Wells Fargo Bank December 2009 - Present
Wachovia Bank January 2005 - November 2009
WACHOVIA BANK May 2007 - July 2008
NEW YORK LIFE January 2003 - January 2005
Cantor Fitgerald Relief Fund October 2001 - December 2003
Cantor Fitzgerald June 2000 - December 2003
Cantor Fitzgerald, LLP June 2000 - September 2001
BANK OF NEW September 1998 - June 2000
Education
University of Maryland College Park 1994 — 1998
New York University
B.S
Wells Fargo Bank December 2009 - Present
Wachovia Bank January 2005 - November 2009
WACHOVIA BANK May 2007 - July 2008
NEW YORK LIFE January 2003 - January 2005
Cantor Fitgerald Relief Fund October 2001 - December 2003
Cantor Fitzgerald June 2000 - December 2003
Cantor Fitzgerald, LLP June 2000 - September 2001
BANK OF NEW September 1998 - June 2000
Education
University of Maryland College Park 1994 — 1998
New York University
B.S
Philip Adkins's Cantor Fitzgerald Experience October 2013 - Present
Job Vice President at Cantor Fitzgerald
Industry Real Estate
Experience
Cantor Fitzgerald October 2013 - Present
Verona Capital Markets Inc. June 2011 - October 2013
Asset Solutions Group February 2010 - January 2011
Crown Realty and Development January 2007 - June 2010
Skills
Valuation, Real Estate, Financial Modeling, Disposition, Real Estate Economics, Portfolio Management, Commercial Real Estate, Investment Properties, Acquisitions, Investment Banking, Underwriting, Financial Structuring, Capital Markets, Loans, Investments, Mergers & Acquisitions, Dispositions
Education
University of Mississippi 2002 — 2006
Business Administration, Real Estate
University of Mississippi - School of Business Administration 2002 — 2006
Business Administration, Real Estate
St Annes Belfield 1998 — 2002
Cantor Fitzgerald October 2013 - Present
Verona Capital Markets Inc. June 2011 - October 2013
Asset Solutions Group February 2010 - January 2011
Crown Realty and Development January 2007 - June 2010
Skills
Valuation, Real Estate, Financial Modeling, Disposition, Real Estate Economics, Portfolio Management, Commercial Real Estate, Investment Properties, Acquisitions, Investment Banking, Underwriting, Financial Structuring, Capital Markets, Loans, Investments, Mergers & Acquisitions, Dispositions
Education
University of Mississippi 2002 — 2006
Business Administration, Real Estate
University of Mississippi - School of Business Administration 2002 — 2006
Business Administration, Real Estate
St Annes Belfield 1998 — 2002
Todd Sycoff's Cantor Fitzgerald Experience May 2013 - Present
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
Bill McDermott's Cantor Fitzgerald Experience 1990 - 1993
Job Senior Vice President Corporate Planning & Analysis and Expense Management
Industry Financial Services
Experience
Jefferies & Company May 2010 - Present
Merrill Lynch 2006 - 2008
Merrill Lynch 2003 - 2006
Merrill Lynch 1999 - 2003
Lehman Brothers 1995 - 1999
Lehman Brothers March 1993 - May 1995
Cantor Fitzgerald 1990 - 1993
Arthur Andersen & Co. 1985 - 1990
Skills
Management, Analysis, Fixed Income, Competitive Analysis, Forecasting, Budgets, Strategic Planning, Corporate Finance, Financial Modeling, Strategic Financial..., Trading, Financial Reporting, Derivatives, Risk Management, Finance
Education
University of Notre Dame 1982 — 1985
Jefferies & Company May 2010 - Present
Merrill Lynch 2006 - 2008
Merrill Lynch 2003 - 2006
Merrill Lynch 1999 - 2003
Lehman Brothers 1995 - 1999
Lehman Brothers March 1993 - May 1995
Cantor Fitzgerald 1990 - 1993
Arthur Andersen & Co. 1985 - 1990
Skills
Management, Analysis, Fixed Income, Competitive Analysis, Forecasting, Budgets, Strategic Planning, Corporate Finance, Financial Modeling, Strategic Financial..., Trading, Financial Reporting, Derivatives, Risk Management, Finance
Education
University of Notre Dame 1982 — 1985
Gregory P Manning's Cantor Fitzgerald Experience November 2002 - July 2008
Job CEO and CoFounder at InGauge Trading Technologies Inc.
Industry Financial Services
Experience
InGauge Trading Technologies Inc. December 2014 - Present
iQuad Consulting LLC January 2009 - December 2014
Cantor Fitzgerald November 2002 - July 2008
Euro Brokers Inc./Maxcor Information Inc. August 1997 - September 2001
Market Data Corporation June 1988 - August 1997
Telerate September 1984 - March 1988
Skills
Start-ups, IT Strategy, Business Strategy, Market Data, Product Management, Fixed Income, Business Development, Financial Markets, Electronic Trading, Trading Systems, Securities, Strategic Partnerships, Business Analysis, E-commerce, Social Media, Software Development, Cloud Computing, Management, Financial Services, Venture Capital, Analysis, Emerging Markets, Finance, Consulting, Strategy
Education
University of Pennsylvania 1975 — 1980
BA, English, Writing
Horace Mann
InGauge Trading Technologies Inc. December 2014 - Present
iQuad Consulting LLC January 2009 - December 2014
Cantor Fitzgerald November 2002 - July 2008
Euro Brokers Inc./Maxcor Information Inc. August 1997 - September 2001
Market Data Corporation June 1988 - August 1997
Telerate September 1984 - March 1988
Skills
Start-ups, IT Strategy, Business Strategy, Market Data, Product Management, Fixed Income, Business Development, Financial Markets, Electronic Trading, Trading Systems, Securities, Strategic Partnerships, Business Analysis, E-commerce, Social Media, Software Development, Cloud Computing, Management, Financial Services, Venture Capital, Analysis, Emerging Markets, Finance, Consulting, Strategy
Education
University of Pennsylvania 1975 — 1980
BA, English, Writing
Horace Mann
Bill Malcolm's Cantor Fitzgerald Experience June 1992 - Present
Job Sales/Trader at Cantor Fitzgerald
Industry Capital Markets
Experience
Cantor Fitzgerald June 1992 - Present
Skills
Corporate Actions, Series 7, Portfolio Management, Bonds, Equity Derivatives, Bloomberg, Electronic Trading, Financial Markets, Securities, Equities, Capital Markets, Trading, Derivatives, Options, Hedge Funds, Fixed Income, Trading Systems, Equity Trading, Alternative Investments, Investment Banking, Asset Management
Education
University of Southern California 1984 — 1989
Business
Crespi 1980 — 1984
St. Cyril's
Cantor Fitzgerald June 1992 - Present
Skills
Corporate Actions, Series 7, Portfolio Management, Bonds, Equity Derivatives, Bloomberg, Electronic Trading, Financial Markets, Securities, Equities, Capital Markets, Trading, Derivatives, Options, Hedge Funds, Fixed Income, Trading Systems, Equity Trading, Alternative Investments, Investment Banking, Asset Management
Education
University of Southern California 1984 — 1989
Business
Crespi 1980 — 1984
St. Cyril's
John Sadowski's Cantor Fitzgerald Experience 2006 - 2007
Job Managing Director at Walnut Grove Partners
Industry Investment Management
Experience
Gatten Sadowski Inc. 2007 - 2011
Cantor Fitzgerald 2006 - 2007
SunTrust Robinson Humphrey 2001 - 2006
Skills
Fixed Income, Hedge Funds, Bonds, Trading, Structured Finance, Derivatives, ABS, Alternative Investments, Series 24, Series 7, Bloomberg, Business Development, Risk Management
Education
University of Notre Dame 1998 — 2002
Finance
Christian Brothers High School 1994 — 1998
Gatten Sadowski Inc. 2007 - 2011
Cantor Fitzgerald 2006 - 2007
SunTrust Robinson Humphrey 2001 - 2006
Skills
Fixed Income, Hedge Funds, Bonds, Trading, Structured Finance, Derivatives, ABS, Alternative Investments, Series 24, Series 7, Bloomberg, Business Development, Risk Management
Education
University of Notre Dame 1998 — 2002
Finance
Christian Brothers High School 1994 — 1998
Robert Mutone's Cantor Fitzgerald Experience September 1999 - June 2001
Job natural gas manager at GFI Group
Industry Financial Services
Experience
GFI Group Nat GasGFI2003 - Present
Aquila Inc. July 2001 - June 2002
Cantor Fitzgerald September 1999 - June 2001
Education
University of Scranton 1985 — 1989
business
GFI Group Nat GasGFI2003 - Present
Aquila Inc. July 2001 - June 2002
Cantor Fitzgerald September 1999 - June 2001
Education
University of Scranton 1985 — 1989
business
Sean McGee's Cantor Fitzgerald Experience September 2001 - September 2013
Job Managing Partner at SAP
Industry Financial Services
Experience
SAP September 2013 - Present
Cantor Fitzgerald September 2001 - September 2013
Salomon Smith Barney June 1995 - September 2001
Xerox Corporation 1987 - 1995
Skills
Venture Capital, Institutional Sales, Equity Trading, Equities, Investment Sales, Series 7
Education
University of San Francisco 1984 — 1986
Bachelor of Science (BS)
SAP September 2013 - Present
Cantor Fitzgerald September 2001 - September 2013
Salomon Smith Barney June 1995 - September 2001
Xerox Corporation 1987 - 1995
Skills
Venture Capital, Institutional Sales, Equity Trading, Equities, Investment Sales, Series 7
Education
University of San Francisco 1984 — 1986
Bachelor of Science (BS)
Ernie Iriarte's Cantor Fitzgerald Experience October 2012 - Present
Job Vice President at Cantor Fitzgerald
Industry Real Estate
Experience
Cantor Fitzgerald October 2012 - Present
Union Bank March 2009 - October 2012
CW Capital 2002 - 2005
Goldman Sachs Commercial Mortgage Capital 1999 - 2002
Archon Financial, a Goldman Sachs Company 1999 - 2002
Archon Group (Archon Financial) 1999 - 2001
FINOVA Capital Corporation 1997 - 1999
FINOVA 1997 - 1999
CBRE 1994 - 1997
Skills
Real Estate, Real Estate Economics, Underwriting, Loans, Real Estate Development, Due Diligence, CMBS, Investment Properties, Asset Managment, Disposition, Loan Origination, Commercial Mortgages, Valuation, Mortgage Lending, Commercial Lending
Education
University of Southern California
BS, Investment Finance
Cantor Fitzgerald October 2012 - Present
Union Bank March 2009 - October 2012
CW Capital 2002 - 2005
Goldman Sachs Commercial Mortgage Capital 1999 - 2002
Archon Financial, a Goldman Sachs Company 1999 - 2002
Archon Group (Archon Financial) 1999 - 2001
FINOVA Capital Corporation 1997 - 1999
FINOVA 1997 - 1999
CBRE 1994 - 1997
Skills
Real Estate, Real Estate Economics, Underwriting, Loans, Real Estate Development, Due Diligence, CMBS, Investment Properties, Asset Managment, Disposition, Loan Origination, Commercial Mortgages, Valuation, Mortgage Lending, Commercial Lending
Education
University of Southern California
BS, Investment Finance
Tom McCleary's Cantor Fitzgerald Experience September 2008 - October 2010
Job Broker at Berkshire Hathaway HomeServices KoenigRubloff Realty Group
Industry Real Estate
Experience
Berkshire Hathaway HomeServices KoenigRubloff Realty Group July 2014 - Present
Mizuho Securities USA Inc. August 2012 - August 2014
Wells Fargo Securities October 2010 - May 2012
Cantor Fitzgerald September 2008 - October 2010
Countrywide Securities February 2003 - August 2008
Lehman Brothers February 1997 - February 2003
Skills
Residential Homes, Luxury Homes, New Homes, First Time Home Buyers, Existing Home Sales, Residential Mortgages, Structured Products, Capital Markets, Investments, Portfolio Management, Derivatives, Valuation, Asset Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, General
University of Michigan 1977 — 1981
Bachelor of Science (BS), Mechanical Engineering
Berkshire Hathaway HomeServices KoenigRubloff Realty Group July 2014 - Present
Mizuho Securities USA Inc. August 2012 - August 2014
Wells Fargo Securities October 2010 - May 2012
Cantor Fitzgerald September 2008 - October 2010
Countrywide Securities February 2003 - August 2008
Lehman Brothers February 1997 - February 2003
Skills
Residential Homes, Luxury Homes, New Homes, First Time Home Buyers, Existing Home Sales, Residential Mortgages, Structured Products, Capital Markets, Investments, Portfolio Management, Derivatives, Valuation, Asset Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, General
University of Michigan 1977 — 1981
Bachelor of Science (BS), Mechanical Engineering
Lori Samuels's Cantor Fitzgerald Experience March 2011 - March 2013
Job Managing Director at Sterne Agee
Industry Financial Services
Experience
Sterne Agee March 2013 - Present
Cantor Fitzgerald March 2011 - March 2013
Miller Tabak Roberts Securities, LLC March 2009 - April 2010
UBS Investment Bank September 1996 - March 2009
Credit Suisse First Boston August 1986 - September 1996
Skills
Fixed Income, High Yield, Bonds, Credit Derivatives, ABS, Alternative Investments, Structured Products, Special Situations, MBS, CDO
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA
University of Pennsylvania 1978 — 1982
B.A.
Sterne Agee March 2013 - Present
Cantor Fitzgerald March 2011 - March 2013
Miller Tabak Roberts Securities, LLC March 2009 - April 2010
UBS Investment Bank September 1996 - March 2009
Credit Suisse First Boston August 1986 - September 1996
Skills
Fixed Income, High Yield, Bonds, Credit Derivatives, ABS, Alternative Investments, Structured Products, Special Situations, MBS, CDO
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA
University of Pennsylvania 1978 — 1982
B.A.
Niel Brugal's Cantor Fitzgerald Experience October 1983 - July 1986
Job Treasury Bond Broker
Industry Financial Services
Experience
ICAP October 1992 - Present
FUNDAMENTAL ASSOCIATED BROKERS LIMITED October 1986 - August 1992
Cantor Fitzgerald October 1983 - July 1986
First Investors May 1982 - March 1983
Skills
Bilingual Spanish, Customer Relations, Organizational..., Customer Service, Multilingual, Investments, Fixed Income, Management, Capital Markets, Financial Markets, Portfolio Management, Risk Management, Finance, Financial Analysis, Derivatives, Equities, Trading, Coaching, Bloomberg, Bonds, Series 7
Education
University of Massachusetts, Amherst
BBA, Business management
Manhasset High School
ICAP October 1992 - Present
FUNDAMENTAL ASSOCIATED BROKERS LIMITED October 1986 - August 1992
Cantor Fitzgerald October 1983 - July 1986
First Investors May 1982 - March 1983
Skills
Bilingual Spanish, Customer Relations, Organizational..., Customer Service, Multilingual, Investments, Fixed Income, Management, Capital Markets, Financial Markets, Portfolio Management, Risk Management, Finance, Financial Analysis, Derivatives, Equities, Trading, Coaching, Bloomberg, Bonds, Series 7
Education
University of Massachusetts, Amherst
BBA, Business management
Manhasset High School
Jake Morris's Cantor Fitzgerald Experience December 2011 - May 2013
Job Head of US Trading at Arctic Securities AS
Industry Financial Services
Experience
Arctic Securities AS April 2015 - Present
RS Platou Markets AS May 2013 - March 2015
Cantor Fitzgerald December 2011 - May 2013
Cantor Fitzgerald March 2011 - December 2011
Cantor Fitzgerald August 2008 - March 2011
GFI Group May 2007 - August 2007
Skills
Series 7, Series 63, Series 24, Series 55, Equities, Equity Trading
Education
University of Richmond 2004 — 2008
BSBA, Finance/Econ
University of Richmond - Robins School of Business 2004 — 2008
BSBA, Busniess Admin. CFA Track/ Econ & Finance
Malvern Prep 2000 — 2004
Arctic Securities AS April 2015 - Present
RS Platou Markets AS May 2013 - March 2015
Cantor Fitzgerald December 2011 - May 2013
Cantor Fitzgerald March 2011 - December 2011
Cantor Fitzgerald August 2008 - March 2011
GFI Group May 2007 - August 2007
Skills
Series 7, Series 63, Series 24, Series 55, Equities, Equity Trading
Education
University of Richmond 2004 — 2008
BSBA, Finance/Econ
University of Richmond - Robins School of Business 2004 — 2008
BSBA, Busniess Admin. CFA Track/ Econ & Finance
Malvern Prep 2000 — 2004
Connell Wilkinson's Cantor Fitzgerald Experience 2000 - 2001
Job Margin Service Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. April 2011 - March 2014
UBS Client Services January 2009 - December 2010
Goldman Sachs 2007 - 2008
Maple Securities USA, Inc. 2000 - 2007
Cantor Fitzgerald 2000 - 2001
MJK Clearing, Inc. 1996 - 2000
Miller, Johnson & Kuehn, Inc. 1996 - 2000
Skills
Securities, Equities, Fixed Income, Options, Derivatives, Series 63, Mutual Funds, Securities Lending, Back Office, Bloomberg, FINRA, Financial Services
Education
University of Minnesota-Twin Cities 1989 — 1995
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. April 2011 - March 2014
UBS Client Services January 2009 - December 2010
Goldman Sachs 2007 - 2008
Maple Securities USA, Inc. 2000 - 2007
Cantor Fitzgerald 2000 - 2001
MJK Clearing, Inc. 1996 - 2000
Miller, Johnson & Kuehn, Inc. 1996 - 2000
Skills
Securities, Equities, Fixed Income, Options, Derivatives, Series 63, Mutual Funds, Securities Lending, Back Office, Bloomberg, FINRA, Financial Services
Education
University of Minnesota-Twin Cities 1989 — 1995
Dave DeBlass's Cantor Fitzgerald Experience June 1996 - February 1998
Job Service Writer/Manager at Newtown Automotive
Industry Automotive
Experience
Newtown Automotive September 2014 - Present
Schmidt's Flowers April 2007 - August 2014
Hartfield Titus Donnelly LLC March 1998 - July 2006
Cantor Fitzgerald June 1996 - February 1998
JJ Kenny Drake Municpal Bond Brokers March 1991 - April 1996
Cantor Fitzgerald June 1985 - February 1991
Skills
Management, Customer Service, Gifts, Parties, Networking, Floral Design, Public Relations, Marketing, Weddings, Public Speaking, Non-profits, Retail, Silk, Trading, Credit, Social Media, Event Planning, Sales, Nonprofits, Flowers, Advertising, Microsoft Office, Social Media Marketing, Budgets, Leadership, Strategic Planning, Fundraising, SEO, New Business Development, Sales Management, Social Networking, Account Management, Research, Negotiation, Event Management, Marketing Communications, Marketing Strategy, Blogging, Team Building, Insurance, Contract Negotiation, Real Estate, Online Advertising, Entrepreneurship, Business Development, Email Marketing, Online Marketing
Education
University of Richmond 1980 — 1984
Bachelor of Arts (B.A.), History Major, Economics Minor
Westfield Senior High School 1978 — 1980
Newtown Automotive September 2014 - Present
Schmidt's Flowers April 2007 - August 2014
Hartfield Titus Donnelly LLC March 1998 - July 2006
Cantor Fitzgerald June 1996 - February 1998
JJ Kenny Drake Municpal Bond Brokers March 1991 - April 1996
Cantor Fitzgerald June 1985 - February 1991
Skills
Management, Customer Service, Gifts, Parties, Networking, Floral Design, Public Relations, Marketing, Weddings, Public Speaking, Non-profits, Retail, Silk, Trading, Credit, Social Media, Event Planning, Sales, Nonprofits, Flowers, Advertising, Microsoft Office, Social Media Marketing, Budgets, Leadership, Strategic Planning, Fundraising, SEO, New Business Development, Sales Management, Social Networking, Account Management, Research, Negotiation, Event Management, Marketing Communications, Marketing Strategy, Blogging, Team Building, Insurance, Contract Negotiation, Real Estate, Online Advertising, Entrepreneurship, Business Development, Email Marketing, Online Marketing
Education
University of Richmond 1980 — 1984
Bachelor of Arts (B.A.), History Major, Economics Minor
Westfield Senior High School 1978 — 1980
Elizabeth Goldstein's Cantor Fitzgerald Experience July 2009 - May 2015
Job Board Chair Creative Alternatives of New York
Industry Investment Banking
Experience
Creative Alternatives of New York June 2015 - Present
Creative Alternatives of New York June 2003 - Present
Cantor Fitzgerald July 2009 - May 2015
Highland Capital Management August 2008 - June 2009
Bear Stearns June 1999 - June 2008
Credit Suisse June 1998 - June 1999
Lehman Brothers June 1991 - June 1998
Goldman Sachs September 1985 - June 1991
Council on Foreign Relations December 1985 - December 1986
Federal Reserve Bank of New York November 1982 - September 1985
Skills
Hedge Funds, High Yield, Fixed Income, Special Situations, Financial Structuring, Portfolio Management, Investments, Equities, Private Equity, Bloomberg, Credit Derivatives, Capital Markets, Equity Derivatives, Trading, Asset Management, Emerging Markets, Structured Finance, Valuation, Securitization, Derivatives, MBS, LBO, CDS, Equity Research, Financial Markets, Fund Of Funds, ABS, Alternative Investments, Structured Products, Bonds, CDO, Series 7, Investment Management, Securities, Investment Banking, Corporate Finance, Leveraged Finance, Credit
Education
University of Pennsylvania 1977 — 1982
PhD, Economics
University of Vermont 1974 — 1977
BA, Math & Economics
Creative Alternatives of New York June 2015 - Present
Creative Alternatives of New York June 2003 - Present
Cantor Fitzgerald July 2009 - May 2015
Highland Capital Management August 2008 - June 2009
Bear Stearns June 1999 - June 2008
Credit Suisse June 1998 - June 1999
Lehman Brothers June 1991 - June 1998
Goldman Sachs September 1985 - June 1991
Council on Foreign Relations December 1985 - December 1986
Federal Reserve Bank of New York November 1982 - September 1985
Skills
Hedge Funds, High Yield, Fixed Income, Special Situations, Financial Structuring, Portfolio Management, Investments, Equities, Private Equity, Bloomberg, Credit Derivatives, Capital Markets, Equity Derivatives, Trading, Asset Management, Emerging Markets, Structured Finance, Valuation, Securitization, Derivatives, MBS, LBO, CDS, Equity Research, Financial Markets, Fund Of Funds, ABS, Alternative Investments, Structured Products, Bonds, CDO, Series 7, Investment Management, Securities, Investment Banking, Corporate Finance, Leveraged Finance, Credit
Education
University of Pennsylvania 1977 — 1982
PhD, Economics
University of Vermont 1974 — 1977
BA, Math & Economics
kalman major's Cantor Fitzgerald Experience June 2012 - Present
Job Analyst at Cantor Fitzgerald
Industry Sports
Experience
Cantor Fitzgerald June 2012 - Present
Education
University of Maryland College Park 2008 — 2012
Cantor Fitzgerald June 2012 - Present
Education
University of Maryland College Park 2008 — 2012
Prafull Narnavre's Cantor Fitzgerald Experience June 2007 - December 2007
Job IT Consultant at MIK Fund Solutions
Industry Information Technology and Services
Experience
MIK Fund Services September 2013 - Present
TD Securities April 2011 - August 2013
UBS May 2010 - April 2011
Merrill Lynch March 2009 - April 2010
Goldman Sachs January 2008 - January 2009
Cantor Fitzgerald June 2007 - December 2007
Ingenix (United Healthcare) January 2007 - June 2007
Kimberly-Clark September 2005 - January 2007
GE Vendor Financial Services January 2005 - August 2005
HCL Technologies September 2003 - October 2004
Skills
SOA, SDLC, WCF, WPF, Agile Methodologies, Requirements Analysis, Software Project..., .NET CLR, C# 3.0, C# 4.0, XML, Web Services, VSTO, MSMQ, Microsoft SQL Server, SWIFT messaging, Design Patterns, Entity Framework, Infragistics, Syncfusion, Charles River IMS, DevExpress Controls, Equities, Financial Modeling, Trading Systems, C#
Education
University of Mumbai
Bachelor's degree, Electrical and Electronics Engineering, Honors
MIK Fund Services September 2013 - Present
TD Securities April 2011 - August 2013
UBS May 2010 - April 2011
Merrill Lynch March 2009 - April 2010
Goldman Sachs January 2008 - January 2009
Cantor Fitzgerald June 2007 - December 2007
Ingenix (United Healthcare) January 2007 - June 2007
Kimberly-Clark September 2005 - January 2007
GE Vendor Financial Services January 2005 - August 2005
HCL Technologies September 2003 - October 2004
Skills
SOA, SDLC, WCF, WPF, Agile Methodologies, Requirements Analysis, Software Project..., .NET CLR, C# 3.0, C# 4.0, XML, Web Services, VSTO, MSMQ, Microsoft SQL Server, SWIFT messaging, Design Patterns, Entity Framework, Infragistics, Syncfusion, Charles River IMS, DevExpress Controls, Equities, Financial Modeling, Trading Systems, C#
Education
University of Mumbai
Bachelor's degree, Electrical and Electronics Engineering, Honors
Kristina Walsh's Cantor Fitzgerald Experience February 2011 - February 2014
Job Managing Director of Business Development at Independent Portfolio Consultants, Inc.
Industry Financial Services
Experience
Independent Portfolio Consultants October 2014 - Present
Cantor Fitzgerald February 2011 - February 2014
Merlin Securities September 2008 - February 2011
Connecticut Capital Management, LLC September 2000 - September 2008
Skills
Series 7, Fixed Income, Management Consulting, Capital Markets, Hedge Funds, Alternative Investments, Derivatives, Prime Brokerage, Equities, Securities, Asset Management, Electronic Trading, Trading Systems, Series 63, Options, Investments, Portfolio Management
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA
Greenwich High School 1992 — 1996
Greenwich Academy 1987 — 1990
Independent Portfolio Consultants October 2014 - Present
Cantor Fitzgerald February 2011 - February 2014
Merlin Securities September 2008 - February 2011
Connecticut Capital Management, LLC September 2000 - September 2008
Skills
Series 7, Fixed Income, Management Consulting, Capital Markets, Hedge Funds, Alternative Investments, Derivatives, Prime Brokerage, Equities, Securities, Asset Management, Electronic Trading, Trading Systems, Series 63, Options, Investments, Portfolio Management
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA
Greenwich High School 1992 — 1996
Greenwich Academy 1987 — 1990
Faan Botha's Cantor Fitzgerald Experience March 2007 - April 2009
Job Derivatives Broker at BGC Partners
Industry Financial Services
Experience
BGC Partners January 2015 - Present
wallachbeth capital June 2009 - December 2014
Cantor Fitzgerald March 2007 - April 2009
ICAP CORPORATES LLC August 2005 - March 2007
Skills
Equity Derivatives, Options, Asset Allocation, Back Office, Bloomberg Terminal, Derivatives, Emerging Markets, Sales, Equity Research, Equities, Financial Services, Hedge Funds, Trading Strategies, Technical Analysis, Trading, Trading Systems, Wealth Management, Electronic Trading, Fixed Income
Education
University of Pretoria/Universiteit van Pretoria 1998 — 2001
Bachelor of Science (BSc)
BGC Partners January 2015 - Present
wallachbeth capital June 2009 - December 2014
Cantor Fitzgerald March 2007 - April 2009
ICAP CORPORATES LLC August 2005 - March 2007
Skills
Equity Derivatives, Options, Asset Allocation, Back Office, Bloomberg Terminal, Derivatives, Emerging Markets, Sales, Equity Research, Equities, Financial Services, Hedge Funds, Trading Strategies, Technical Analysis, Trading, Trading Systems, Wealth Management, Electronic Trading, Fixed Income
Education
University of Pretoria/Universiteit van Pretoria 1998 — 2001
Bachelor of Science (BSc)
Matthew Duncan's Cantor Fitzgerald Experience 2010 - 2012
Job Vice President J.P. Morgan Private Bank
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
Cantor Fitzgerald 2010 - 2012
J.P. Morgan 1999 - 2009
Skills
Credit Derivatives, Proprietary Trading, Fixed Income, Capital Markets, Options, Derivatives, Equities, Series 7, Bloomberg, High Grade, Structured Products, Alternative Investments, Investment Banking, Valuation, Bonds
Education
William E. Simon School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance, Competitive and Organizational Strategy
University of Vermont 1995 — 1999
BS, Finance
JPMorgan Chase & Co. September 2014 - Present
Cantor Fitzgerald 2010 - 2012
J.P. Morgan 1999 - 2009
Skills
Credit Derivatives, Proprietary Trading, Fixed Income, Capital Markets, Options, Derivatives, Equities, Series 7, Bloomberg, High Grade, Structured Products, Alternative Investments, Investment Banking, Valuation, Bonds
Education
William E. Simon School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance, Competitive and Organizational Strategy
University of Vermont 1995 — 1999
BS, Finance
Jason Haley's Cantor Fitzgerald Experience December 2005 - March 2008
Job Fixed Income Strategist at ALM First Financial Advisors
Industry Investment Management
Experience
ALM First Financial Advisors April 2008 - Present
Cantor Fitzgerald December 2005 - March 2008
A.G. Edwards & Sons, Inc. September 2004 - December 2005
Coastal Securities L.P. June 2003 - September 2004
Skills
Fixed Income, Investments, ALM, Asset Management, Trading, Capital Markets, Risk Management, Portfolio Management, Financial Modeling, Banking, Finance, Derivatives, Bloomberg
Education
University of Mississippi 1998 — 2003
BBA, MBA, Marketing, Finance
ALM First Financial Advisors April 2008 - Present
Cantor Fitzgerald December 2005 - March 2008
A.G. Edwards & Sons, Inc. September 2004 - December 2005
Coastal Securities L.P. June 2003 - September 2004
Skills
Fixed Income, Investments, ALM, Asset Management, Trading, Capital Markets, Risk Management, Portfolio Management, Financial Modeling, Banking, Finance, Derivatives, Bloomberg
Education
University of Mississippi 1998 — 2003
BBA, MBA, Marketing, Finance
Chris Hodder's Cantor Fitzgerald Experience January 2011 - January 2013
Job Financial Services/Technology Executive
Industry Financial Services
Experience
Cantor Fitzgerald January 2011 - January 2013
Bloomberg LP January 2008 - January 2010
Bloomberg Tradebook, LLC January 2003 - January 2008
Bloomberg Tradebook, LLC January 2000 - January 2003
Skills
Trading Systems, Management, Financial Markets, Equities, Market Data, Customer Service, Bloomberg, Financial Services, Portfolio Management, Research, Trading, Electronic Trading, Derivatives, Capital Markets, Hedge Funds, Fixed Income, Options, Equity Trading
Education
University of Notre Dame
University of Pennsylvania
Cantor Fitzgerald January 2011 - January 2013
Bloomberg LP January 2008 - January 2010
Bloomberg Tradebook, LLC January 2003 - January 2008
Bloomberg Tradebook, LLC January 2000 - January 2003
Skills
Trading Systems, Management, Financial Markets, Equities, Market Data, Customer Service, Bloomberg, Financial Services, Portfolio Management, Research, Trading, Electronic Trading, Derivatives, Capital Markets, Hedge Funds, Fixed Income, Options, Equity Trading
Education
University of Notre Dame
University of Pennsylvania
Robbie Williams's Cantor Fitzgerald Experience June 2010 - July 2010
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC October 2013 - Present
Bloomberg LP June 2012 - October 2013
Cantor Fitzgerald June 2010 - July 2010
Skills
Equities, Financial Analysis
Education
University of Richmond - Robins School of Business 2008 — 2012
PwC October 2013 - Present
Bloomberg LP June 2012 - October 2013
Cantor Fitzgerald June 2010 - July 2010
Skills
Equities, Financial Analysis
Education
University of Richmond - Robins School of Business 2008 — 2012
Vincent Jow's Cantor Fitzgerald Experience 2011 - 2011
Job Analyst Evercore
Industry Investment Banking
Experience
Evercore June 2013 - June 2015
Moelis & Company June 2012 - August 2012
Cantor Fitzgerald 2011 - 2011
Shell Oil Company 2011 - 2011
The Dow Chemical Company June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor's Degree, Accounting and Finance
Phillips Academy 2005 — 2009
Evercore June 2013 - June 2015
Moelis & Company June 2012 - August 2012
Cantor Fitzgerald 2011 - 2011
Shell Oil Company 2011 - 2011
The Dow Chemical Company June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor's Degree, Accounting and Finance
Phillips Academy 2005 — 2009
Jim Lefkowitz's Cantor Fitzgerald Experience February 2005 - May 2007
Job Executive Producer at CBS Television Studios
Industry Entertainment
Experience
CBS Television Studios June 2014 - Present
HBO 2011 - Present
Mandalay Media, Inc June 2007 - October 2011
Cantor Fitzgerald February 2005 - May 2007
Creative Artists Agency May 1997 - December 2005
The Walt Disney Studios May 1989 - April 1995
Skills
New Media, Television, Film, Documentaries, Digital Media, Entertainment, Management, Creative Writing, Entertainment Industry, Producing, Social Networking, Premiere
Education
University of Michigan - Stephen M. Ross School of Business
BBA, Business
University of Michigan Law School
JD, Law
CBS Television Studios June 2014 - Present
HBO 2011 - Present
Mandalay Media, Inc June 2007 - October 2011
Cantor Fitzgerald February 2005 - May 2007
Creative Artists Agency May 1997 - December 2005
The Walt Disney Studios May 1989 - April 1995
Skills
New Media, Television, Film, Documentaries, Digital Media, Entertainment, Management, Creative Writing, Entertainment Industry, Producing, Social Networking, Premiere
Education
University of Michigan - Stephen M. Ross School of Business
BBA, Business
University of Michigan Law School
JD, Law
Nagender Annem's Cantor Fitzgerald Experience June 2008 - Present
Job Associate at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald June 2008 - Present
V-Soft Consulting Group, Inc. June 2007 - June 2008
Skills
Oracle E-Business Suite, Business Intelligence, Oracle Applications, Oracle Financial, Oracle Reports, Oracle Discoverer, Oracle BPEL, Oracle Project..., Oracle, Financials, OBIEE, Requirements Analysis, Unix, PL/SQL, Business Analysis, Software Project..., Integration, SQL
Education
University of New Orleans
MS, Computer Science
Cantor Fitzgerald June 2008 - Present
V-Soft Consulting Group, Inc. June 2007 - June 2008
Skills
Oracle E-Business Suite, Business Intelligence, Oracle Applications, Oracle Financial, Oracle Reports, Oracle Discoverer, Oracle BPEL, Oracle Project..., Oracle, Financials, OBIEE, Requirements Analysis, Unix, PL/SQL, Business Analysis, Software Project..., Integration, SQL
Education
University of New Orleans
MS, Computer Science
Danielle Tadross's Cantor Fitzgerald Experience October 1995 - April 1999
Job Consultant at Balance Capital Advisors
Industry Financial Services
Experience
Balance Capital Advisors January 2010 - Present
Heidrick & Struggles April 1999 - December 2000
Cantor Fitzgerald October 1995 - April 1999
Skills
Microsoft Office, Emerging Markets
Education
University of North Carolina at Chapel Hill 1991 — 1995
B.S., Business Administration
ASIJ 1988 — 1991
Balance Capital Advisors January 2010 - Present
Heidrick & Struggles April 1999 - December 2000
Cantor Fitzgerald October 1995 - April 1999
Skills
Microsoft Office, Emerging Markets
Education
University of North Carolina at Chapel Hill 1991 — 1995
B.S., Business Administration
ASIJ 1988 — 1991
Jim Dolan's Cantor Fitzgerald Experience 2012 - Present
Job Managing Director and Head of DCM Municipal Division for Cantor Fitzgerald
Industry Capital Markets
Experience
Cantor Fitzgerald 2012 - Present
Alta Capital Group, llc 2004 - 2008
State Street Global Markets 1998 - 2003
Lehman Brothers, Inc. 1983 - 1998
Skills
Derivatives, Bonds, Private Equity, Equities, Series 7, Fixed Income, Bloomberg, Securities, Competitive Analysis, Portfolio Management, Management, Capital Markets, Trading, Municipal Bonds, Asset Management, Alternative Investments, Hedge Funds, Investment Banking, Investments, Structured Finance, Financial Modeling, Financial Markets, Series 63, Electronic Trading
Education
University of Massachusetts, Amherst 1978 — 1982
BS, Economics
Cantor Fitzgerald 2012 - Present
Alta Capital Group, llc 2004 - 2008
State Street Global Markets 1998 - 2003
Lehman Brothers, Inc. 1983 - 1998
Skills
Derivatives, Bonds, Private Equity, Equities, Series 7, Fixed Income, Bloomberg, Securities, Competitive Analysis, Portfolio Management, Management, Capital Markets, Trading, Municipal Bonds, Asset Management, Alternative Investments, Hedge Funds, Investment Banking, Investments, Structured Finance, Financial Modeling, Financial Markets, Series 63, Electronic Trading
Education
University of Massachusetts, Amherst 1978 — 1982
BS, Economics
W. Turner Booth's Cantor Fitzgerald Experience July 2012 - Present
Job Vice President & Assistant General Counsel at Cantor Fitzgerald
Industry Law Practice
Experience
Cantor Fitzgerald July 2012 - Present
Winston & Strawn LLP January 2011 - July 2012
Education
University of Michigan Law School 2007 — 2010
JD
University of Michigan 2002 — 2006
BA, Philosphy
Cantor Fitzgerald July 2012 - Present
Winston & Strawn LLP January 2011 - July 2012
Education
University of Michigan Law School 2007 — 2010
JD
University of Michigan 2002 — 2006
BA, Philosphy
Michaela Marche's Cantor Fitzgerald Experience December 2014 - July 2015
Job Human Resources Generalist at Munters
Industry Human Resources
Experience
Munters August 2015 - Present
Cantor Fitzgerald December 2014 - July 2015
Cantor Fitzgerald February 2014 - December 2014
BGC Partners February 2013 - February 2014
American Renal Associates August 2011 - June 2012
Old Navy October 2010 - May 2011
VA Medical Center June 2010 - September 2010
Kohls Department Stores June 2009 - January 2010
Boston Veterans Administration June 2008 - August 2008
T.G.I. Friday October 2006 - May 2007
Skills
Customer Service, Time Management, Microsoft Word, Team Building, Public Speaking, Social Media, Microsoft Office, Outlook, Account Management, Leadership, Sales, PowerPoint, Research, Team Leadership, Event Planning, Microsoft Excel, Strategic Planning, Data Entry, Leadership Development, Social Networking, Teamwork, Training, Fundraising, Recruiting
Education
University of New Hampshire 2007 — 2011
Bachelor of Science, Economics, Business Admn: Management
Munters August 2015 - Present
Cantor Fitzgerald December 2014 - July 2015
Cantor Fitzgerald February 2014 - December 2014
BGC Partners February 2013 - February 2014
American Renal Associates August 2011 - June 2012
Old Navy October 2010 - May 2011
VA Medical Center June 2010 - September 2010
Kohls Department Stores June 2009 - January 2010
Boston Veterans Administration June 2008 - August 2008
T.G.I. Friday October 2006 - May 2007
Skills
Customer Service, Time Management, Microsoft Word, Team Building, Public Speaking, Social Media, Microsoft Office, Outlook, Account Management, Leadership, Sales, PowerPoint, Research, Team Leadership, Event Planning, Microsoft Excel, Strategic Planning, Data Entry, Leadership Development, Social Networking, Teamwork, Training, Fundraising, Recruiting
Education
University of New Hampshire 2007 — 2011
Bachelor of Science, Economics, Business Admn: Management
Don Healy's Cantor Fitzgerald Experience June 2015 - Present
Job Managing Director at Deutsche Bank
Industry Banking
Experience
Cantor Fitzgerald June 2015 - Present
Deutsche Bank May 2005 - February 2015
Morgan Stanley 1989 - 2005
Skills
Prime Brokerage, High Yield, Credit Derivatives, Structured Products, Investment Banking, Fixed Income, Alternative Investments, Program Trading, ABS, Electronic Trading, Equities, Bloomberg, Capital Markets, Equity Trading, Financial Markets, Derivatives, Trading, Proprietary Trading, Trading Systems, Series 7, Equity Research, Options, Emerging Markets
Education
University of Pennsylvania 1983 — 1987
BS
Cantor Fitzgerald June 2015 - Present
Deutsche Bank May 2005 - February 2015
Morgan Stanley 1989 - 2005
Skills
Prime Brokerage, High Yield, Credit Derivatives, Structured Products, Investment Banking, Fixed Income, Alternative Investments, Program Trading, ABS, Electronic Trading, Equities, Bloomberg, Capital Markets, Equity Trading, Financial Markets, Derivatives, Trading, Proprietary Trading, Trading Systems, Series 7, Equity Research, Options, Emerging Markets
Education
University of Pennsylvania 1983 — 1987
BS
Justin Mettel's Cantor Fitzgerald Experience June 2012 - August 2013
Job Incoming Consultant at FTI Consulting
Industry Financial Services
Experience
FTI Consulting June 2014 - August 2014
Cantor Fitzgerald June 2012 - August 2013
Lapine Associates August 2011 - January 2012
Skills
Consumer Products, Marketing Strategy, Merchandising, Marketing Communications, PowerPoint, Microsoft Excel, Social Media, Bloomberg, social
Education
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), Sport and Fitness Administration/Management, Senior
FTI Consulting June 2014 - August 2014
Cantor Fitzgerald June 2012 - August 2013
Lapine Associates August 2011 - January 2012
Skills
Consumer Products, Marketing Strategy, Merchandising, Marketing Communications, PowerPoint, Microsoft Excel, Social Media, Bloomberg, social
Education
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), Sport and Fitness Administration/Management, Senior
Bob Chicoine's Cantor Fitzgerald Experience March 2011 - March 2013
Job Senior Equity Trader/Director at Cowen Prime Services LLC
Industry Financial Services
Experience
Cowen Prime Services LLC September 2015 - Present
Concept Capital Markets, LLC May 2014 - August 2015
I.A. Englander June 2013 - April 2014
Cantor Fitzgerald March 2011 - March 2013
PCS Dunbar Securities April 2004 - February 2011
Fano Securities November 1998 - April 2004
Skills
Trading, Options, Equity Trading, Series 7, Electronic Trading, Traders, Hedge Funds, Series 3, Series 63, Technical Analysis, Equities, Securities, Fixed Income, Alternative Investments, FINRA, Capital Markets, Derivatives, Bloomberg, Asset Management
Education
University of Rhode Island 1988 — 1992
Bachelor of Science, Accounting
Cowen Prime Services LLC September 2015 - Present
Concept Capital Markets, LLC May 2014 - August 2015
I.A. Englander June 2013 - April 2014
Cantor Fitzgerald March 2011 - March 2013
PCS Dunbar Securities April 2004 - February 2011
Fano Securities November 1998 - April 2004
Skills
Trading, Options, Equity Trading, Series 7, Electronic Trading, Traders, Hedge Funds, Series 3, Series 63, Technical Analysis, Equities, Securities, Fixed Income, Alternative Investments, FINRA, Capital Markets, Derivatives, Bloomberg, Asset Management
Education
University of Rhode Island 1988 — 1992
Bachelor of Science, Accounting
Aaron Read's Cantor Fitzgerald Experience May 2011 - December 2011
Job Fixed Income Trader
Industry Financial Services
Experience
Auriga USA, LLC June 2013 - Present
Gleacher Partners May 2012 - June 2013
Cantor Fitzgerald May 2011 - December 2011
Cohen and Company May 2010 - May 2011
Miller Tabak June 2009 - June 2010
Blue Mountain Capital Group June 2007 - May 2009
BlackRock July 1999 - May 2007
Skills
Fixed Income, Series 7, Portfolio Management, Series 63, Trading, Asset Management, Bonds, Finance, Asset Allocation, Structured Products, Financial Markets, Securities, ABS, Alternative Investments
Education
Columbia University in the City of New York 1998 — 1999
Masters, Financial Engineering
University of Rhode Island 1994 — 1998
BS, Industrial Engineering
Auriga USA, LLC June 2013 - Present
Gleacher Partners May 2012 - June 2013
Cantor Fitzgerald May 2011 - December 2011
Cohen and Company May 2010 - May 2011
Miller Tabak June 2009 - June 2010
Blue Mountain Capital Group June 2007 - May 2009
BlackRock July 1999 - May 2007
Skills
Fixed Income, Series 7, Portfolio Management, Series 63, Trading, Asset Management, Bonds, Finance, Asset Allocation, Structured Products, Financial Markets, Securities, ABS, Alternative Investments
Education
Columbia University in the City of New York 1998 — 1999
Masters, Financial Engineering
University of Rhode Island 1994 — 1998
BS, Industrial Engineering
Julian Stone-Kronberg's Cantor Fitzgerald Experience November 2012 - Present
Job Associate Cantor Commercial Real Estate
Industry Investment Banking
Experience
Cantor Fitzgerald November 2012 - Present
University of Southern California January 2011 - January 2012
Mrs. Song’s English Academy January 2009 - January 2010
University of Puget Sound January 2008 - January 2009
Puget Sound September 2007 - January 2008
Boston Pedal Party June 2007 - August 2007
Old North Church May 2004 - July 2005
Skills
Commercial Real Estate, Mortgage Underwriting, Transaction Management, Theory, Real Estate, Teaching, Higher Education, University Teaching, Critical Theory, Academic Writing, College Teaching, Logic, Microsoft Office, Analysis, Microsoft Excel, English
Education
University of Southern California 2010 — 2012
Master of Arts (Philosophy), Logic, Philosophy of Language, and Metaphysics
University of Puget Sound 2005 — 2009
Bachelor of Arts, Philosophy
Cantor Fitzgerald November 2012 - Present
University of Southern California January 2011 - January 2012
Mrs. Song’s English Academy January 2009 - January 2010
University of Puget Sound January 2008 - January 2009
Puget Sound September 2007 - January 2008
Boston Pedal Party June 2007 - August 2007
Old North Church May 2004 - July 2005
Skills
Commercial Real Estate, Mortgage Underwriting, Transaction Management, Theory, Real Estate, Teaching, Higher Education, University Teaching, Critical Theory, Academic Writing, College Teaching, Logic, Microsoft Office, Analysis, Microsoft Excel, English
Education
University of Southern California 2010 — 2012
Master of Arts (Philosophy), Logic, Philosophy of Language, and Metaphysics
University of Puget Sound 2005 — 2009
Bachelor of Arts, Philosophy
Ana Merlano's Cantor Fitzgerald Experience August 2012 - Present
Job Managing Director at Cantor Fitzgerald
Industry Capital Markets
Experience
Cantor Fitzgerald August 2012 - Present
Oppenheimer & Co. December 2011 - August 2012
Macquarie Group July 2009 - September 2011
Credit Suisse February 2006 - December 2008
Credit Suisse June 2004 - February 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Equities, Emerging Markets, Investment Banking, Valuation, Fixed Income, Bloomberg, Investments, Financial Modeling, Hedge Funds, Bonds, Finance, Capital Markets, Financial Analysis
Education
University of Pennsylvania 2000 — 2004
BS, Economics
Colegio Bolivar 1986 — 2000
Cantor Fitzgerald August 2012 - Present
Oppenheimer & Co. December 2011 - August 2012
Macquarie Group July 2009 - September 2011
Credit Suisse February 2006 - December 2008
Credit Suisse June 2004 - February 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Equities, Emerging Markets, Investment Banking, Valuation, Fixed Income, Bloomberg, Investments, Financial Modeling, Hedge Funds, Bonds, Finance, Capital Markets, Financial Analysis
Education
University of Pennsylvania 2000 — 2004
BS, Economics
Colegio Bolivar 1986 — 2000
Thomas Kackle's Cantor Fitzgerald Experience September 2003 - June 2012
Job C.E.O. Kackle Inc.
Industry E-Learning
Experience
Self-employed June 2012 - Present
Cantor Fitzgerald September 2003 - June 2012
Education
University of Scranton
Bachelor of Science (BS), Marketing
Self-employed June 2012 - Present
Cantor Fitzgerald September 2003 - June 2012
Education
University of Scranton
Bachelor of Science (BS), Marketing
David Hinkle's Cantor Fitzgerald Experience February 2015 - Present
Job Institutional Equity Sales at Cantor Fitzgerald
Industry Capital Markets
Experience
Cantor Fitzgerald February 2015 - Present
TRAIN4 January 2012 - Present
MKM Partners January 2008 - January 2015
Education
University of Pennsylvania 1991 — 1996
Cantor Fitzgerald February 2015 - Present
TRAIN4 January 2012 - Present
MKM Partners January 2008 - January 2015
Education
University of Pennsylvania 1991 — 1996
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.