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
UBS Investment Bank June 2014 - Present
Raymond James & Associates, Inc. June 2013 - June 2014
Washington University in St. Louis August 2012 - May 2013
Cantor Fitzgerald June 2012 - August 2012
Bloomberg August 2011 - February 2012
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master of Science (MS), Finance
University of Delaware 2007 — 2011
BS, Chemical Engineering
Medline Industries February 2014 - Present
Groupon November 2010 - November 2013
Self Employed/Traditum Group February 2009 - October 2010
International Trading Group April 2001 - January 2009
Cantor Fitzgerald August 1992 - April 2001
Skills
Sales, Lead Generation, Negotiation, Business Intelligence, Advertising, Customer Acquisition, Return on Investment, Sales Management, Non-profits, Market Development, Healthcare, Nursing Homes, Hospice & Palliative..., Account Management
Education
University of Iowa
B.B.A., Finance
Currently Looking for a New Opportunity April 2014 - Present
DowBull January 2012 - Present
Cantor Fitzgerald March 2002 - January 2012
National Securities 1993 - 2002
Mesirow Financial 1990 - 1993
Jefferies & Company 1985 - 1990
Skills
Trading, US Market Analysis, Technical Analysis, Stock Market Strategist, Stock Market Analysis, Financial Analysis, Economics, Economists, Economic Research, Bloomberg, Equities, Options, Bonds, Electronic Trading, Fixed Income, Trading Systems, Financial Markets, Business Strategy, Capital Markets, Hedge Funds, Series 7, ETFs, Equity Research
Education
University of California, Santa Barbara 1979 — 1982
Bachelor of Arts (B.A.), Business/Managerial Economics
University of California, Irvine 1977 — 1979
PwC September 2013 - Present
PricewaterhouseCoopers July 2006 - Present
Kirribilla 2006 - 2010
PricewaterhouseCoopers September 2002 - June 2006
Cantor Fitzgerald June 2001 - September 2001
Milberg Weiss May 2000 - August 2000
Skills
SEC filings, Financial Analysis, Financial Reporting, GAAP, Auditing, Internal Controls, Accounting, US GAAP, Sarbanes-Oxley Act, Assurance
Education
University of California, Berkeley 2000 — 2002
Bachelor of Arts (B.A.), Economics
University of San Diego 1998 — 2000
Economics
Cantor Fitzgerald July 2014 - Present
Cantor Fitzgerald June 2012 - Present
Cantor Fitzgerald June 2010 - June 2012
Skills
Bloomberg, Equities, Fixed Income, Capital Markets, Derivatives, Financial Markets, Equity Derivatives, Trading Systems, Series 63, Securities
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Finance, Finance, General
University of Hartford 2006 — 2007
Taste Savant May 2014 - Present
Ann and Robert H. Lurie Children's Hospital of Chicago May 2013 - Present
Self-Employed April 2012 - Present
Taste Savant July 2012 - April 2014
BabbaCo LLC August 2011 - April 2012
Advanced Equities August 2010 - July 2011
The Northern Trust Company March 2009 - August 2010
Cantor Fitzgerald March 2008 - December 2008
Cantor Fitzgerald & Co April 2007 - March 2008
Keefe, Bruyette & Woods November 2006 - April 2007
Skills
Valuation, Hedge Funds, Financial Modeling, Bloomberg, Equities, Fixed Income, Equity Research, Capital Markets, Due Diligence, Financial Analysis, Investment Banking, Asset Managment, Private Equity, Investments, Series 7, Alternative Investments, Derivatives, Corporate Finance, Options, Securities, Portfolio Management, Venture Capital, Trading
Education
Tulane University 2002 — 2006
BSM, Finance
Tulane University - A.B. Freeman School of Business 2002 — 2006
Bachelor of Science in Management, Finance
Troubadour Capital, LLC October 2013 - Present
Whitebox Advisors February 2012 - June 2013
National Alliance December 2009 - January 2012
Cantor Fitzgerald 2005 - 2009
Salomon Smith Barney 1998 - 2002
JP Morgan 1995 - 1995
Education
The University of Texas at Austin 1992 — 1996
BBA
Mizuho Securities USA Inc. January 2014 - Present
Cantor Fitzgerald September 2009 - December 2013
UBS March 2002 - August 2009
Skills
Derivatives, Credit, Loans, Mortgage Lending, Securitization, Structured Finance, Trading, Fixed Income, Bonds, Asset Management
Education
University College Dublin 1997 — 2001
Bachelor of Engineering (BEng), Electrical and Electronics Engineering, First Class Honours
Direct Results Radio (DRR) December 2014 - Present
ZenithOptimedia June 2013 - December 2014
GUARDRAILS, etc., Inc. 2012 - 2012
Cantor Fitzgerald June 2011 - July 2011
Cantor Fitzgerald December 2010 - January 2011
Rolling River Day Camp May 2005 - August 2010
Skills
Microsoft Excel, PowerPoint, Access, Outlook Express, Microsoft Word
Education
Towson University 2008 — 2012
Bachelor of Science (B.S.), Business Administration: Marketing Concentration
Cantor Fitzgerald November 2013 - Present
JMP Securities May 2007 - September 2013
Etrade March 2006 - April 2007
Susquehanna International Group May 2004 - February 2006
Charles Schwab 2002 - 2004
NDB Capital Markets August 1996 - March 2002
Cantor Fitzgerald July 1995 - July 1996
First Fidelity Bank April 1993 - June 1995
American Stock Exchange September 1989 - March 1993
Skills
Series 63, Series 24, Series 7, Trading, Bloomberg, Equity Trading, Hedge Funds, Electronic Trading, Investment Sales, Equities, Trading Systems, Securities, Capital Markets, Options, FINRA, Financial Markets, Fixed Income, Investments
Education
University of Delaware 1985 — 1989
rhs
American University September 2009 - Present
International Institute for Sustainable Development September 2006 - September 2014
Brown University July 2008 - June 2009
Cantor Fitzgerald July 2000 - January 2002
Skills
International Relations, Policy, Climate Change, Sustainable Development, Environmental Policy, Management, International..., Sustainability, Public Policy, Policy Analysis, Capacity Building, Natural Resource..., Environmental Awareness, NGOs
Education
University of California, Berkeley 2002 — 2008
Ph.D, Environmental Science Policy and Management
University of Montana 2001 — 2002
Master of Science (M.S.), Environmental Studies
University of California, Berkeley 1995 — 1999
B.A, Environmental Science
The Private Client Reserve of U.S. Bank May 2014 - Present
Morgan Stanley May 2009 - April 2014
Cantor Fitzgerald February 2008 - May 2009
JPMorgan Chase May 2007 - February 2008
People's Choice Home Loan January 2006 - April 2007
Washington Mutual October 2005 - February 2006
Accredited Home Lenders December 2003 - October 2005
Skills
Alternative Investments, Asset Management, Financial Services, Fund Of Funds, Investment Management, Marketing, Mutual Funds, Wealth Management, Strategic Planning, Mortgage Lending, Sales, FINRA, CRM, B2B, Finance
Education
University of Connecticut 2000 — 2003
B.A.
Marriott International, Inc (Lodging Industry) December 2000 - Present
Armstrong, Welch & McIntrye August 1997 - December 2000
Cantor Fitzgerald February 1993 - August 1997
Skills
Hospitality, Meeting Planning, Hotels, Hospitality Industry, Event Planning, Revenue Analysis, Event Management, Customer Service, Outlook, Employee Relations, Budgets, Process Scheduler, Administration
Education
University at Buffalo 1984 — 1989
Bachelor of Arts (B.A.), Psychology
Seward Park High School 1980 — 1984
Cantor Fitzgerald December 2013 - Present
ETF Solution Group LLC July 2012 - December 2013
Placemark Investments 2001 - July 2012
InteractiveFunds 1999 - 2001
A.T. Kearney 1995 - 1999
SHL Systemhouse (EDS) 1992 - 1995
Various Companies 1987 - 1994
Skills
Asset Managment, Portfolio Management, Investment Management, ETFs, Mutual Funds, Investments, Strategy, Asset Management, Wealth Management, Start-ups, Venture Capital, Equities, Mergers & Acquisitions, Financial Services, Alternative Investments, Financial Advisory, Entrepreneurship, Mergers, Business Development, Investment Advisory, Public Speaking, Series 63, Asset Allocation, Securities, Management, Series 7, Business Strategy, Market Data, Public Relations, Software Development, Management Consulting, Retirement Planning, Morningstar, Outsourcing, Leadership
Education
The University of Texas at Dallas 1985 — 1989
BS, Computer Science
RHS
Ameriprise Financial Services, Inc. November 2011 - Present
Wilshire Associates August 2001 - January 2011
AllScripts HealthCare Solutions April 2000 - June 2001
Societe Generale June 1998 - August 1999
Prebon Yamane Financial Products January 1996 - June 1998
Patriot Securities Incorporated January 1994 - January 1996
Cantor Fitzgerald January 1995 - July 1995
Flynn Options Trading Incorporated June 1991 - October 1993
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1993
Bachelors of Science in Economics
University of Delaware
BS, Economics
PwC August 2012 - Present
PwC August 2012 - Present
AEGON June 2011 - August 2011
Cantor Fitzgerald December 2010 - January 2011
National Society of Leadership and Success July 2010 - September 2010
BVCA May 2010 - July 2010
Skills
US GAAP, Big 4, Financial Analysis, Sarbanes-Oxley Act, Assurance, SEC filings, External Audit, Financial Accounting, Accounting, Financial Reporting, Auditing, Internal Controls, GAAP, Tax, Financial Modeling, General Ledger, Financial Statement..., PCAOB standards, IFRS
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Accounting
Xavier High School 2004 — 2008
R2 Coaching January 2013 - Present
RSR Advisory, LLC October 2012 - Present
CME Group January 2005 - December 2011
Cantor Fitzgerald November 2003 - December 2004
JP Morgan April 1995 - November 2003
CS First Boston April 1991 - March 1995
Skills
Credit Risk, Venture Capital, Electronic Trading, Fixed Income, Options, Derivatives, Capital Markets, Trading, Career Coaching, Proprietary Trading, Career Development..., Career Transitioning, Rates, Hedging, Financial Markets, Risk Management, Strategy, Hedge Funds, Trading Systems, Commodity, Interest Rate..., Financial Services, Securities, Asset Management, Alternative Investments, Investments, Leadership, Executive Coaching, Change Management
Education
NeuroLeadership Institute 2014 — 2014
Foundations of NeuroLeadeship Certificate Program, NeuroLeadership
Institute for Professional Excellence in Coaching 2012 — 2013
CPC, ELI-MP, Professional Coaching
University of Arkansas at Little Rock 1976 — 1978
BBA, Marketing
Southwestern at Memphis 1974 — 1975
Cantor Fitzgerald September 2010 - Present
SAB Capital Management LP August 2009 - August 2010
Skills
Equities, Securities, Trading, Hedge Funds, Investments, Series 7, Bloomberg, Alternative Investments, Series 63, Options, Asset Management, Equity Trading, Financial Markets, Capital Markets, Derivatives, Fixed Income
Education
University of California, Los Angeles - School of Law 2006 — 2009
Doctor of Law (JD), Art, Entertainment and Sports specialization
University of Florida 1999 — 2003
Bachelor of Arts (B.A.), History and Spanish, magna cum laude
LWS Wealth Advisors August 2013 - Present
Bloomberg 2010 - June 2013
Merrill Lynch 2008 - 2009
Cantor Fitzgerald 2005 - 2008
CIBC 1993 - 2005
CDC Capital 1991 - 1993
Credit Suisse First Boston 1985 - 1991
Skills
Fixed Income, Bloomberg, Capital Markets, Trading, Asset Managment, Bonds, Securities, Derivatives, Portfolio Management, Investments, Financial Markets, Data Visualization, Relative Value, Investment Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
University of Florida 1979 — 1983
BS, Accounting
PT March 2006 - January 2013
Paychex January 2006 - March 2006
Xerox April 2005 - January 2006
Lockheed Martin November 2004 - April 2005
Computer Clearing House April 2004 - September 2004
Eastman Kodak August 2000 - December 2003
Cantor Fitzgerald August 1998 - August 2000
Eastman Kodak June 1997 - August 1998
Xerox April 1996 - June 1997
Moran Communications Group June 1995 - January 1996
Skills
Perl Script, Selenium Testing, SNMP, IPMI, IPv6, Linux, OpenSuse, IXIA, Network Administration, ksh, Unix, NetBSD, TestLink, Networking Protocol, Solaris, HTTP, SSH, Ksh, Embedded Systems, Testing, Ethernet, Perl, System Administration, Apache, Integration, Networking, Debugging, Sun, Switches, Bash, Shell Scripting, Troubleshooting, TCP/IP, Servers, Firmware, Scripting, Red Hat Linux, Software Documentation
Education
University at Buffalo 1987 — 1995
Bachelor of Science (BS), Electrical and Electronics Engineering
University at Buffalo 1987 — 1993
Bachelor of Science (BS), Computer Science
TAG Financial Institutions Group September 2012 - Present
Maiden Reinsurance June 2007 - Present
Allegiance Capital August 2011 - September 2012
Pfife Hudson Group, Inc June 2005 - April 2011
Hales and Company March 1998 - June 2002
Tower Group Companies 1995 - 1998
Cantor Fitzgerald 1993 - 1994
OTA Limited Partnership (Formally Ocwen Trading Inc) 1988 - 1993
EF Hutton 1985 - 1987
EF Hutton 1985 - 1987
Skills
Investment Banking, Financial Structuring, Insurance, Private Equity, Finance, Financial Analysis, Risk Management, Underwriting, Hedge Funds, Investments, Capital Markets, Mergers, Financial Services
Education
University at Albany, SUNY 1978 — 1982
Jefferies May 2015 - July 2015
City of Cincinnati March 2015 - May 2015
Cantor Fitzgerald May 2014 - August 2014
The Malibu Group May 2013 - August 2013
Skills
Analysis, Leadership, Research, Microsoft Excel, Valuation, Financial Accounting, PowerPoint, Mergers & Acquisitions, Financial Statement...
Education
University of Cincinnati 2012 — 2016
Bachelor's Degree, Finance, 3.94 / 4.00
NYU Stern School of Business MBA Summer InternTelsey Advisory GroupJune 2014 - Present
Morgan Stanley Wealth Management September 2010 - May 2013
Schottenfeld Group LLC May 2009 - August 2009
Cantor Fitzgerald May 2008 - August 2008
Skills
Series 7, Fixed Income, Equities, Investments, Valuation, Bloomberg, Financial Analysis, Investment Banking, Derivatives, Portfolio Management, Capital Markets, Asset Management, Series 63, Securities, Wealth Management, Asset Allocation, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
University of Michigan 2006 — 2010
BA, Economics
UCL 2009 — 2009
Economics
Horace Mann School
Make Them Think Sales Consulting 2014 - Present
Cantor Fitzgerald 2003 - 2012
Cargill Investor Services 2002 - 2003
IBJ Lanston Futures, Pte 1998 - 2002
Aubrey G Lanston and Company 1991 - 1998
Manufacturers Hanover 1987 - 1991
Bank of America Futures 1985 - 1987
First Chicago Futures, Inc 1983 - 1985
Skills
Sales, Sales Management, Relationship Management, Leadership, Team Leadership, Management, Business Development, Business Strategy, CRM, Marketing Strategy, Equities, Futures, Market Analysis, Commodity, Fixed Income, Analysis, Recruiting, Marketing, Equity Derivatives, Interest Rate..., Trading Strategies, Financial Markets, Derivatives, Electronic Trading, Business Analysis, Options, Swaps, Financial Risk, Business Planning, Interest Rate Hedging, Financial Futures
Education
Ball State University, MBA 1981 — 1983
MBA, Concentration in marketing
Trinity University
Bachelor of Arts (B.A.), Economics and Business administration
Cetera Financial Group August 2014 - Present
Chamberlain Group July 2010 - December 2013
Northwestern Mutual 2009 - 2010
Pacific Life 2000 - 2009
Engebretson Capital 1999 - 2000
Smith Barney 1997 - 1999
Smith Barney 1995 - 1997
Cantor Fitzgerald 1992 - 1995
Skills
Series 63, Series 7, Series 24, Series 65, Mutual Funds, Investments, Securities, Compliance, Insurance, Fixed Income
Education
UCLA 1989 — 1992
Bachelors, Economics
Cantor Fitzgerald June 2015 - Present
Mako Global October 2007 - January 2015
Bank of America June 2006 - October 2007
Skills
Trading, Commodity, Derivatives, Options, Financial Markets, Bloomberg, Risk Management, Finance, Financial Risk
Education
University of Bristol 2001 — 2004
Bachelor's Degree, Economics
Cantor Fitzgerald January 2015 - Present
CohnReznick LLP September 2009 - December 2014
Skills
Certified Public..., CPA, US GAAP, GAAP, Internal Controls, SEC filings, Financial Accounting, Auditing, Financial Reporting, Accounting, Tax, Sarbanes-Oxley Act, External Audit, Financial Statements, Corporate Tax, Revenue Recognition, SEC Filings
Education
University of Delaware 2005 — 2009
Bachelor of Science, Accounting
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelors, Accounting
Northwestern Mutual 2013 - Present
ICAP 1980 - 2011
Cantor Fitzgerald 1997 - 2000
Skills
Fixed Income, Equities, Series 7, Derivatives, Bloomberg, Trading, Financial Markets, Investments, Options, Securities, Capital Markets, Series 63
Education
Tulane University 1976 — 1981
Economics
ACE Group October 2013 - Present
Cravath, Swaine & Moore LLP December 2012 - October 2013
Cohen Milstein Sellers & Toll PLLC June 2012 - December 2012
G2 Trading January 2012 - June 2012
Cantor Fitzgerald March 2008 - August 2011
Cantor Fitzgerald January 2007 - March 2008
Cantor Fitzgerald September 2005 - January 2007
Cantor Fitzgerald August 2004 - September 2005
Cantor Fitzgerald September 2003 - August 2004
MetLife May 1999 - August 2002
Skills
Directors & Officers..., Professional Liability, Coverage Litigation, Structured Finance, Mortgage Backed..., Mediation, Fixed Income, Structured Products, Securities Litigation, Litigation, Bloomberg, Intex, Yield Book, Proprietary Trading, Asset Backed Securities, CMBS, Agency MBS, Relativity, eDiscovery, CasePoint, ABS, Bonds, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance & Accounting
Widener University School of Law 1990 — 1993
JD, Law
University of Delaware 1985 — 1989
BS, Economics
Atlantic Investment Management February 2013 - Present
Cantor Fitzgerald September 2010 - February 2013
The Jones Group Inc. September 2008 - September 2010
Education
Union College 2004 — 2008
E*TRADE Financial Corporation January 2014 - Present
Bloomberg LP April 2013 - January 2014
Cantor Fitzgerald June 2007 - April 2013
UBS July 2006 - June 2007
Intel Corporation March 2005 - June 2006
Oracle May 2004 - March 2005
Siemens July 1999 - April 2004
Skills
Perl, Software Development, Python, Algorithms, Unix, Design Patterns, .NET, Distributed Systems, C++, Agile Methodologies, STL, Java, SQL, Trading Systems, C#, XML, Java Enterprise Edition, Web Services, Market Data
Education
Jadavpur University 1996 — 1999
Bachelor of Technology (B.Tech.), Instrumentation and Electronics Engineering
University of Calcutta 1992 — 1995
Bachelor of Science (B.Sc.), Physics
S&B Scheer Associates November 2010 - March 2012
Data Path Inc. June 2010 - November 2010
Bloomberg October 2008 - March 2009
JPMorgan Chase July 1997 - December 2007
JPMorgan Chase June 1997 - July 2004
Verizon 1998 - 1999
Lloyd Staffing 1996 - 1996
Cantor Fitzgerald 1994 - 1995
Smith Barney 1993 - 1994
ERI 1990 - 1992
Skills
Project Management, Asset Managment, Vendor Management, Networking, Technical Support, Troubleshooting, Data Center, Cisco Technologies, Customer Support, Cabling, Disaster Recovery, Management, Databases, Testing, Leadership, Microsoft Exchange, Software Installation, Hardware, Training
Education
University at Buffalo 1984 — 1988
BA, Computer Science, Sociology
Illinois Wholesale Cash Register July 2009 - Present
Israel A. Englander & Co. June 2008 - July 2009
Cantor Fitzgerald May 2006 - August 2006
Skills
Options, Equities, Trading, Electronic Trading, Asset Managment, Equity Trading, Investments, Account Management, POS, Asset Management, Pricing, Financial Modeling, Purchasing, Project Management, Negotiation, Financial Markets, Contract Negotiation, Business Development
Education
University of Colorado Boulder 2004 — 2008
BA, Economics
Barrington High School 2000 — 2004
JPMorgan Chase Bank N.A. November 2011 - Present
Morgan Stanley Smith Barney May 2011 - November 2011
Cantor Fitzgerald January 2004 - October 2010
Irish Life & Permanent January 2003 - January 2004
Education
University College Cork 2000 — 2002
MBS, Electronic Business & Commerce
University College Cork 1996 — 2000
BComm, Economics, 2:1
Chevron June 2011 - December 2013
Axispoint August 2007 - July 2009
Interconex, Inc November 1999 - July 2007
Army National Guard January 1992 - January 2000
Cantor Fitzgerald May 1999 - October 1999
Hoffman La Roche Federal Credit Union August 1998 - April 1999
United States Military Academy September 1991 - August 1998
Skills
Integration, Service Delivery, Wireless, System Administration, IT Management, Infrastructure Planning, Infrastructure Projects, Network Security, Network Administration, Network Design, Wireless Networking, IP Networking, Network Architecture, Project Planning, Project Implementation, Project Coordination, Executive Management, Leadership Development, global data and voice..., Federal Government, International Logistics, Logistics Management, IP, Infrastructure, SDLC, Management, Program Management, Security, Project Management, Disaster Recovery, Data Center, Information Technology, Process Improvement, Vendor Management, Leadership, IT Strategy, Change Management, Troubleshooting, Networking, Servers
Education
Thomas Edison State College 2010 — 2012
Undergraduate
Newburgh Free Academy 1989 — 1992
Newburgh Free Academy 1989 — 1992
High School
Degnan Design Group, Inc December 2013 - Present
The Handy Irishman February 2011 - December 2013
Chapdelaine & Co. November 2009 - December 2011
Cantor Fitzgerald 2002 - 2004
Merrill Lynch 1984 - 1990
Skills
Fixed Income, Securities, Commodity, Trading, Series 63
Education
University at Albany, SUNY 1980 — 1984
BS, Economics/Computer Science
chaminade hs
S&P Capital IQ June 2014 - Present
Moody's Analytics October 2013 - April 2014
Cantor Fitzgerald June 2012 - September 2013
Skills
Equities, Securities, Fixed Income, Financial Analysis, Bonds, Trading Systems, Back Office, Microsoft Excel, Bloomberg, Bloomberg Terminal, Financial Markets
Education
University at Albany 2008 — 2012
Bachelor's degree, Economics
Università Cattolica del Sacro Cuore 2011 — 2011
Economics
Premier Juices May 2014 - Present
TJM Investments LLC. September 2009 - September 2014
Cox Communications May 2013 - August 2013
Cantor Fitzgerald September 2006 - September 2009
Man Financial Inc. July 2005 - June 2006
Fimat LLC August 2002 - June 2005
Skills
Equity Derivatives, Options, Derivatives, Trading, Commodity, Futures, Six Sigma, Financial Analysis, Financial Modeling, Data Analysis
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Florida - Warrington College Of Business 1999 — 2002
BS, Business Administration and Management, General
University of Richmond, London, UK 2001 — 2001
International Internship Programme, International Business
Cantor Fitzgerald February 2014 - Present
Global Arena Capital Corp. February 2013 - January 2014
Stein, McGuire, Pantages, & Gigl LLP July 2012 - January 2013
New Development School September 2011 - June 2012
Skills
Series 7, Series 63, Bloomberg Terminal
Education
University of Scranton 2008 — 2011
B.S. Business Administration, Asian Studies Concentration (Chinese)
Tsinghua University 2011 — 2012
Intensive Mandarin Chinese Language Courses
University of International Business and Economics 2009 — 2009
Study Abroad: Business, Mandarin, and Chinese Culture Courses
SunGard September 2015 - Present
EY September 2013 - August 2015
Avalon Lake Partners LLC (Formerly WTP Advisors) September 2012 - August 2013
WTP Advisors October 2011 - September 2012
Credit Suisse 2007 - 2011
SunGard 2005 - 2007
Global Investment Systems 2003 - 2005
Financial Models Co. 2001 - 2003
Merrill Lynch 1998 - 2001
Cantor Fitzgerald 1993 - 1998
Skills
Business Development, Direct Sales, FINRA, Hedge Funds, Operational Due..., Alternative Investments, Equities, Technology, Systems, Fixed Income, Marketing, Derivatives, Portfolio Management, Outsourcing, Financial Markets, Capital Markets, Trading Systems, Prime Brokerage, Investments, Mergers & Acquisitions, Asset Management, Start-ups, Electronic Trading, Trading, Financial Services, Finance, Financial Modeling
Education
Trinity College-Hartford 1988 — 1992
Bachelor of Arts
Stuyvesant High School 1984 — 1988
VCS
Sabby Management LLC September 2015 - Present
Cantor Fitzgerald June 2014 - August 2015
Productive Prints LLC October 2008 - October 2014
Merrill Lynch December 2013 - May 2014
Merrill Lynch March 2011 - June 2013
Skills
Index Options, Options Strategies, Option Valuation, Options, Investments, Trading, Economics, Financial Planning, Analysis, Portfolio Management, Retirement, Financial Reporting, Asset Management, Bloomberg, Equities, Bonds, Derivatives, Alternative Investments, Finance, Trading Systems, Asset Managment, Electronic Trading, Strategic Financial..., Technical Analysis, Financial Markets, Entrepreneurship, Trading Strategies, Hedge Funds, Commodity, Investment Strategies, Hedging, Email Marketing, Email Marketing Software, Data Management, Project Planning, Series 7, Series 63
Education
The University of Connecticut 2011 — 2013
Finance & Economics
Weichert Realtors Quinnipiac Properties September 2007 - May 2010
National Catholic Register 2006 - 2009
Cantor Fitzgerald 2000 - 2000
PRT Group 1999 - 1999
Automated Concepts Inc. 1996 - 1998
Choice Associates 1994 - 1996
Arthur Andersen 1989 - 1991
Education
Towson University
MS, Human Resources Development, GPA of 4.0
Self August 2014 - Present
Global Logic May 2014 - August 2014
AT&T December 2013 - May 2014
Cantor Fitzgerald October 2012 - November 2013
Cantor Fitzgerald January 2012 - October 2012
Vanguard March 2011 - December 2011
NAVTEQ November 2010 - February 2011
University of Illinois at Chicago June 2010 - October 2010
University of Illinois at Chicago August 2008 - May 2010
Cognizant Technology Solutions August 2007 - November 2007
Skills
Android Development, Mobile Applications, Java, SQL, XML, Linux, Computer Architecture, Testing, JavaScript, Embedded Systems, Agile Methodologies, VHDL, Test Automation, Unix Shell Scripting, Requirements Analysis, Oracle, Python, C#, Software Engineering, MySQL, UML, Databases, Web Services, Java Enterprise Edition, Eclipse, C, HTML, CSS, Solaris, PL/SQL, OOP, Operating Systems, Unix, VLSI, Tomcat, Spring, Microsoft SQL Server, Git, Algorithms, Programming, PHP, Software Development, Objective-C, Visual Studio, Subversion, Cadence, C++, Android, ASP.NET, Object Oriented Design
Education
University of Illinois at Chicago 2008 — 2010
Masters Of Science, Computer Engineering
Sathyabama University 2003 — 2007
Bachelor, Electronics & Communication Engineering
Malik Enterprises Inc January 2013 - Present
American Merchants Inc. July 2012 - September 2012
Kestral Trading January 2004 - August 2012
White Tiger Kenpo Karate January 2009 - September 2011
Cantor Fitzgerald January 2002 - March 2002
Skills
Business Development, Event Management, Leadership, Management, Martial Arts, Training
Education
University of La Verne 1997 — 2001
Bachelors in Business Adminsitration, Marketing
International University of Martial Science
PhD, Martial Science & Asian Studies
Upland High
Turner Insurance and Bonding Co. September 2014 - Present
State Farm July 2013 - July 2014
Cantor Fitzgerald July 2011 - June 2013
Sandler O'Neill April 2010 - July 2011
Sterne Agee October 2005 - February 2010
Colonial Bank 2001 - 2005
Regions Financial Corporation February 1999 - June 2001
Regions Financial Corporation April 1996 - June 1997
BBVA Compass October 1994 - April 1996
BBVA Compass August 1992 - October 1994
Skills
Portfolio Management, Portfolio Strategy, Economic Research, Interest Rate..., Funding, Mortgage Banking, MBS, CMOS, Fixed Income Trading, Fixed Income Products, Fixed Income Research, Commercial Banking, Fixed Income Analysis, Capital Markets, Fixed Income, Bonds, Finance, Bloomberg, Securities, Professional Liability, Risk Management
Education
University of Alabama 1989 — 1992
BS, Corporate Finance and Investment Management
Dimensional Fund Advisors March 2015 - Present
BlackRock June 2010 - March 2015
ProShare Advisors, LLC October 2008 - July 2010
SunTrust Robinson Humphrey January 2006 - March 2008
Cantor Fitzgerald January 2004 - December 2006
Skills
Capital Markets, Fixed Income, Asset Management, Investment Banking, Financial Analysis, Portfolio Management, Investments, Equities, Relationship Management, Financial Services, Mutual Funds, Investment Strategies, Asset Managment, Valuation, Trading, Separately Managed..., Structured Products, Series 63, Credit, Asset Allocation, Alternative Investments, Hedge Funds, Securities, Series 7
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certified Investment Management Analyst designation
University of Delaware
BA, Economics / Political Science
Oliver Wyman October 2012 - Present
PeopleFinders Plus, Inc. March 2011 - September 2012
Bessemer Trust March 2009 - March 2011
Cantor Fitzgerald 2011 - 2011
Epoch Investment Partners May 2007 - March 2009
CDMi-Connect March 2006 - March 2007
Grey Advertising March 2001 - February 2006
Skills
Dedicated Professional, Highly detail oriented, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, Concur, excellent writer, type 60 wpm
Education
National Shakespeare Conservatory 1987 — 1990
MFA/Certificate, Theatre/Theater, 3.8
Towson University 1983 — 1987
BFA, Theatre, 3.6
American EB5 Centers March 2015 - Present
Raymond James & Associates, Inc March 2011 - June 2014
Security Traders Association of Florida January 2009 - December 2011
Raymond James Financial May 2001 - July 2010
Hoak Breedlove Wesneski May 1999 - May 2001
Wedush Morgan Securities May 1998 - May 1999
Sherwood Securities May 1996 - May 1998
Cantor Fitzgerald May 1994 - May 1996
U.S. Army May 1989 - May 1994
Skills
Equities, Capital Markets, Securities, Hedge Funds, Investment Banking, Mergers, Venture Capital, Trading, Risk Management, Mutual Funds, Finance, Banking, Corporate Law, Financial Services, Entrepreneurship, Leadership, Equity Capital Markets, Financial Risk, Competitive Analysis, Investments, Series 7, Franchising, Investment Advisory, Financial Modeling, Equity Trading, Series 24, Financial Advisory, Wealth Management, Private Equity, Portfolio Management, Valuation, Series 63, Asset Allocation, Alternative Investments, Asset Management, Fixed Income, Equity Research, Bloomberg, FINRA, ETFs, Options, Financial Markets, Investment Management, Investment Strategies, Bonds, Strategic Financial..., Emerging Markets, Derivatives, Electronic Trading, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
United States Military Academy at West Point 1985 — 1989
BS, Engineering, National Security and Public Affairs
Susan Wagner HS 1981 — 1985
High School
Cantor Fitzgerald March 2011 - Present
Park Bridge Financial February 2009 - March 2011
Merrill Lynch June 2006 - February 2009
Fitch Ratings October 2003 - June 2006
Ernst & Young August 2001 - October 2003
Education
University of Florida - Warrington College of Business Administration 1999 — 2001
MBA
University of Miami
BA
Cantor Fitzgerald April 2014 - Present
Cantor Fitzgerald January 2012 - April 2014
Kelusa Capital, LLC August 2008 - January 2011
UBS Investment Bank January 2007 - August 2008
Fidelity Investments December 2003 - December 2006
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Options, Securities Lending, Futures, Repos, Series 3, Series 7, Series 63, Bloomberg Terminal, Alternative Investments, Securities, Derivatives, Middle Office, Bloomberg, FINRA, Equity Derivatives, Capital Markets
Education
University of Delaware 1995 — 1999
BSBA, Finance
Ellicom January 2015 - Present
Ellicom November 2014 - December 2014
Cantor Fitzgerald September 2012 - December 2013
Versant Partners February 2003 - September 2012
Desjardins February 2000 - February 2003
CT Securities February 1999 - February 2000
Skills
Trading, Equities, Capital Markets, Equity Trading, Equity Research, Derivatives, Hedge Funds, Securities, Electronic Trading, Trading Systems, Fixed Income, Investments, Investment Banking, Valuation, Financial Modeling, Options, Financial Markets, Security Operations, Sales, Marketing Strategy, Business Development, Account Management, Team Management, Event Management, Trading System, Customer Service, Teacher Training, Teaching Adults, Financial Institutions, Institutional Accounts, Institutional Relations, Equity Capital Markets, Stock Exchange, Building Relationships, Investor Relations, Fidessa, Business Travel, Travel Planning, Pitching Ideas, Investment Brokerage, Manage Client..., Prospecting New Clients, Communication Skills, Sociability, Project Management, Project Coordination, Project Finance, Mentoring, Report Writing, Financial Services
Education
Southern New Hampshire University 2013 — 2014
Master of Business Administration (MBA), Project Management, GPA 4.0/4.0 with honors
Université du Québec à Montréal / UQAM 1993 — 1996
Bacc Administration, M.I.S - Management Information Systems
Université du Québec à Montréal / UQAM 1997 — 1997
Certificat, Finances
College Jean-Eudes 1986 — 1991
DES
VCA June 2014 - Present
VCA January 2013 - June 2014
VCA February 2012 - January 2013
VCA November 2009 - February 2012
Morgan Stanley April 2009 - September 2009
Cantor Fitzgerald November 2008 - January 2009
Dish Network June 2008 - November 2008
Skills
Strategic Analysis, Internal Controls, Business Valuation, Business Acquisition, Financial Analysis, Financial Reporting, Forecasting, Portfolio Management, Data Analysis, PowerPoint, Excel, Access, Microsoft Excel, Analysis, Financial Modeling, Market Research, Mergers, Salesforce.com, Leadership, Management, Finance, Valuation, Business Development, Accounting, Training, Teamwork, Business Strategy, Corporate Finance, Project Management, Team Leadership, Marketing, Business Process..., Financial Accounting, Operations Management, Business Planning, Budgets, Sales, Strategy, Process Improvement, Cross-functional Team...
Education
University of Denver - Daniels College of Business
Bachelor's Degree, Finance/Marketing
Bounce Out the Stigma Non-Profit Organization August 2015 - August 2015
Robert W. Baird & Co. July 2014 - July 2014
Cantor Fitzgerald June 2014 - July 2014
Goldman Sachs December 2013 - December 2013
GamerPeer May 2013 - July 2013
Susquehanna International Group, LLP (SIG) July 2012 - August 2012
Skills
Mathematics, Statistics, Trading, Microsoft Excel, C++, Java, Python, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Social Media, Fixed Income, Customer Service, Equities, Teamwork, Leadership, CPR Certified, First Aid Certified
Education
University of California, Los Angeles 2013 — 2017
Bachelor’s Degree, Applied Mathematics and Statistics, Sophomore
The Pingry School 2009 — 2013
High School
Cantor Fitzgerald 2010 - Present
Bank of America Home Loans 2009 - 2010
Countrywide Securities Corporation July 1993 - September 2008
Countrywide Securities Corporation, a subsidiary of Countrywide Financial Corp. 1993 - 2008
Bank of Montreal and Harris Bank 1992 - 1992
Skills
Mortgage, Loans, Series 7, Securities, Bonds, Portfolio Management, Mortgage Lending, Capital Markets, Derivatives
Education
University of Southern California - Marshall School of Business 1991 — 1993
MBA, Finance
University of California, Los Angeles 1984 — 1989
BA, History
Two Sigma Investments February 2014 - Present
Cantor Fitzgerald July 2012 - February 2014
Kaplan June 2012 - November 2012
University of Pennsylvania January 2012 - May 2012
Cantor Fitzgerald December 2011 - January 2012
Hermes of Paris June 2011 - August 2011
Cantor Fitzgerald June 2011 - August 2011
Delivery.com June 2010 - August 2010
Skills
Spanish, Human Resources, Research, Social Media, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Recruiting, Editing, Blogging, Onboarding, Oracle HR, Fundraising, Windows, Mac OS X, New Hire Orientations, HRIS, Microsoft Excel, Payroll, ADP Payforce, OS X, Data Analysis, Management
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Hispanic Studies, Mathematics minor
Universidad de Sevilla 2010 — 2010
Study Abroad, Hispanic Literature, Latin American History
Jericho Senior High School 2004 — 2008
Akuna Capital June 2015 - August 2015
Cantor Fitzgerald June 2014 - August 2014
Rossport Investments May 2012 - June 2012
University of Waterloo September 2010 - April 2012
Rutgers University May 2009 - July 2009
G3 Technologies May 2008 - August 2008
Education
University of Illinois at Urbana-Champaign 2012 — 2017
Doctor of Philosophy (Ph.D.), Mathematics
University of Waterloo 2010 — 2012
MMath, Graph Theory
University of Notre Dame 2006 — 2010
BSc, Mathematics, Physics
Zendesk February 2013 - July 2015
Rearden Commerce June 2012 - August 2012
Cantor Fitzgerald May 2010 - August 2010
Skills
Babysitting, Ruby, Cloud Computing, Java, C++, Python, SQL, Linux, C, Unix, Agile Methodologies, Software Engineering
Education
UC Berkeley 2008 — 2012
Computer Science
Cantor Fitzgerald 2013 - Present
Houlihan Lokey May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
UHY Advisors January 2011 - April 2011
Education
State University of New York at Albany 2008 — 2012
Bachelor of Science (B.S.), Financial Analyst Honors Program & Accounting
Cantor Fitzgerald August 2015 - Present
Cleary Gottlieb Steen & Hamilton LLP August 2012 - April 2015
Sen Restaurant June 2008 - August 2012
Union College Admissions Office May 2009 - June 2012
Union College June 2011 - August 2011
Skills
Microsoft Office, Legal Research, Westlaw, Litigation, Lexis, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Presentations, Chinese, Chinese culture, Chinese politics, Chinese history, Bluebook, Customer Service, Reading, Writing, Organization, PACER, Data Analysis, Public Speaking, LexisNexis, Facebook, Management, Healthy Eating, Spanish, Political Science, Event Planning, CrossFit, Editing, Relativity, Bankruptcy, Interaction Design, InDesign, User Interaction, Customer Satisfaction, Customer Relations
Education
Union College 2009 — 2012
Bachelor of Arts (B.A.), Asian Studies and Chinese, Summa Cum Laude
Miss Hall's School 2006 — 2008
Hapoalim Securities USA (Asset Management Group) June 2014 - Present
Sidoti & Company, LLC June 2013 - June 2014
Liquid Partners April 2011 - June 2013
DiFiglia Capital Management February 2008 - April 2011
Cantor Fitzgerald June 2005 - February 2008
Pershing LLC February 2000 - June 2005
Skills
Series 7, Trading Strategies, International Equities, Bloomberg, Fidessa, RediPlus, Reuters, ThomsonOne, Unix, Dark Pools, Options Strategies, Algorithms, Trade Operations, Equities, Derivatives, Trading, Investment Banking, ETFs, REIT, Securities, Fixed Income, Hedge Funds, Series 66, Prime Brokerage, Options, Asset Management, Mutual Funds, Trading Systems, Equity Trading, Series 63, Financial Risk
Education
University of Delaware 1995 — 1999
Bachelor of Science, Economics
Cantor Fitzgerald July 2006 - Present
Skills
Trading, Bloomberg, Microsoft Office, Pairs Trading, Research, Risk Arbitrage, Equities, Series 7, Series 63, Series 24, Brokerage, Finance, Event Driven, Equity Trading, Mergers & Acquisitions, Fidessa
Education
University of Delaware 2002 — 2006
Bachelor's Degree, Finance, General
Cantor Fitzgerald June 2015 - August 2015
ZS Associates June 2014 - September 2014
UCLA Business of Science Center January 2014 - June 2014
UCLA Semel Institute for Neuroscience September 2012 - December 2013
Skills
Investment Banking, Microsoft Excel, Data Analysis, Market Research, Public Speaking, Project Management, Strategy, Business Strategy, Management Consulting, Business Analysis, Sales Effectiveness, Pharmaceutical Sales, Leadership, Microsoft Office, PowerPoint, Analysis, Financial Modeling, Strategic Planning, Research
Education
University of California, Los Angeles 2012 — 2015
Bachelor of Science (BS), Molecular, Cell and Developmental Biology
Spotify September 2015 - Present
Goldman Sachs December 2013 - September 2015
Yahoo! June 2011 - December 2013
Cantor Fitzgerald June 2009 - June 2011
HSBC October 2004 - January 2009
Randstad July 2002 - October 2004
Skills
Employee Relations, Talent Acquisition, Talent Management, Onboarding, Employee Engagement, HRIS, Human Resources, Performance Management, Recruiting, Deferred Compensation, Succession Planning, Employee Benefits, Workforce Planning, HR Policies, Applicant Tracking..., Personnel Management, Management, Leadership, Interviews, Organizational..., Executive Management, Change Management, Coaching, College Recruiting, HR Transformation
Education
University at Buffalo
Bachelor's Degree, Communication
CastleOak Securities, L.P. May 2015 - Present
Cantor Fitzgerald June 2014 - Present
Morgan Stanley June 2013 - August 2013
Boys and Girls Club of Northwest New Jersey June 2007 - August 2013
Golden Edibles LLC December 2011 - January 2013
Skills
Access, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Word, Financial Modeling, US Treasuries, Customer Service, Fixed Income, Leadership, Management, Public Speaking, Research, Securities Market, Social Media, Teamwork, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Finance and Economics
Cantor Fitzgerald February 2015 - Present
BioTrillion November 2013 - Present
Deutsche Bank May 2006 - October 2013
Citigroup April 2002 - May 2006
Skills
Investment Banking, Business Relationship..., Written & Oral..., Public Speaking, Due Diligence, Negotiation, Marketing, Deal Origination, Deal Execution, Financial Modeling, Valuation Modeling, Financial Analysis, Financial Accounting, M&A experience, LBO, Accretion/dilution, Fairness Opinions, IPO, Underwriting, Board of Director..., Recruiting, Mentoring, Employee Management, Biotechnology, Specialty Pharma, China Business..., Business Travel, Angel Investing, Principal Investing, Mergers & Acquisitions, Entrepreneurship, Venture Capital, Equities, Board of Directors, Corporate Development, Deal Creation, Strategy, Corporate Finance, Valuation
Education
University of Pennsylvania
Master of Science in Engineering, Bioengineering
University of California, Berkeley
Bachelor of Science in Engineering, Bioengineering
Rubikloud Technologies March 2015 - Present
Harbour Light Research January 2012 - February 2015
QuantMetrics Capital Management January 2011 - December 2011
Xambala Asset Management October 2008 - December 2010
Hillsdale Investment Management November 2005 - October 2008
Cantor Fitzgerald April 2003 - October 2005
Banc of America Securities, LLC 2000 - 2003
Hirst Investment Management 1999 - 2000
Suncor Energy April 1997 - April 1999
Northstar Energy October 1995 - April 1997
Skills
Quantitative Investing, High Frequency Trading, Trading Strategies, Machine Learning, Market Microstructure, Trading, Quantitative Finance, Statistical Arbitrage, Portfolio Optimization, Equity Trading, Backtesting, Trading Systems, C++, Proprietary Trading, R, Monte Carlo Simulation, Pattern Recognition, Time Series Analysis, Neural Networks, Quantitative Analytics, Electronic Trading, Java, Scala, Options, High Performance..., Optimization, Low Latency, Data Fusion, Financial Engineering, Market Making, Data Mining, Predictive Modeling, GPGPU, Fuzzy Logic, Stochastic Processes, Bayesian methods, Akka, Parallel Programming, Evolutionary Algorithms, Statistical Learning, Uncertainty Analysis, Quant, Simulations, Simulation, Multi-core Programming, Model Induction, Adaptive Systems, Computational..., Knowledge Discovery, Predictive Analytics
Education
University of Alberta
B.Sc., Geophysics
Canadian Securities Institute
TTC, Trader Training Course
National Futures Association
Series 3, Futures and Options
Medley July 2014 - Present
Houlihan Lokey July 2012 - July 2014
Imperial Capital, LLC July 2011 - September 2011
Cantor Fitzgerald October 2010 - December 2010
W Hotels March 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Bloomberg, Capital IQ, ThomsonOne, Social Media, Series 63, Series 79, Series 7, Capital Markets, Finance, Analysis, Investment Banking, Microsoft Office, Financial Analysis, Financial Modeling, Microsoft Word, Corporate Finance, Leveraged Finance, Accounting, Data Analysis, Valuation
Education
UCLA 2008 — 2012
Bachelor of Arts (B.A.), Business Economics
Lennar June 2015 - Present
New Era Investment Strategies Corporation October 2014 - Present
Tau Epsilon Phi August 2013 - May 2014
Cantor Fitzgerald May 2013 - August 2013
Stern & DeRossi, LLP May 2012 - June 2012
Skills
Customer Service, Time Management, Social Media, Process Improvement, Financial Analysis, Portfolio Management, Strategic Planning, Teamwork, Data Analysis, Microsoft Word, Marketing Strategy, Social Media Marketing, Social Networking, Public Speaking, Microsoft Excel, Event Planning, Team Leadership
Education
Warrington College of Business, University of Florida 2014 — 2015
Masters, International Business
University of Florida 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Cetera Financial Group October 2014 - Present
NFP Advisor Services Group August 2013 - October 2014
NFP Advisor Services Group January 2013 - August 2013
Waddell & Reed June 2012 - November 2012
Cantor Fitzgerald September 2001 - February 2011
Cantor Fitzgerald January 1997 - January 2000
Robertson Stephens & Co January 1996 - January 1997
Cantor Fitzgerald January 1993 - May 1996
Cantor Fitzgerald January 1991 - January 1993
Skills
Capital Raising, Securitization, Private Placements, Equity Trading, Series 7, Equities, Series 63, Securities, Trading, Bloomberg, Hedge Funds, Electronic Trading, Trading Systems, Capital Markets, Options, Alternative Investments, Equity Derivatives, Traders, Investments, Equity Research, Financial Markets, Derivatives, series 66, series 24, Texas Insurance License, Series 24, Portfolio Management, Asset Management, ETFs, FINRA, Mutual Funds, Prime Brokerage, Investment Banking, Investment Advisory, FX Options, Proprietary Trading, Risk Management, Investment Management, Uniform Combined State..., Emerging Markets, Finance, Wealth Management, Trading Strategies, Private Equity, Investment Strategies, Equity Capital Markets, Hedging, Stocks, Commodity, Asset Allocation
Education
University of Iowa 1985 — 1989
BA, Political Science
Prudential Financial August 2014 - Present
PSEG March 2008 - August 2014
Cantor Fitzgerald July 2007 - March 2008
PwC July 2004 - July 2007
Skills
Energy, Energy Markets, Commodity Markets, Renewable Energy, Energy Policy, Financial Modeling, Electricity Markets, Data Analysis, Analysis, Valuation, Natural Gas, Financial Reporting, Financial Statement..., Certified Professional..., Advanced Excel Tutor, SOX Compliancy, Financial Audits, Management Reporter, Auditing, Sarbanes-Oxley Act
Education
Seton Hall University 2002 — 2004
Masters of Business Administration (MBA), Accounting
University of Ghana 1997 — 1999
Bachelor of Science (B.Sc.), Accounting
Midfarm Capital LLC 2011 - Present
Striper Surf Club January 2009 - Present
New York Rugby Club January 1999 - Present
Ascent Funding Org August 1997 - December 2011
Seaboard Securities February 2001 - December 2006
Cantor Fitzgerald 1995 - 2001
Liberty Brokers 1991 - 1995
Chicago Board of Trade January 1983 - December 1986
Fundamental Brokers Inc June 1975 - January 1983
Skills
Trading, Investments, Mergers, Venture Capital, Small Business, Emerging Markets, Real Estate, Divestitures, Reverse Mergers, Capital Raising, Equities, Investor Relations, Options, IPO, Private Equity, Finance, Mergers & Acquisitions, Commodity, Private Placements, Capital, Alternative Investments, Hedge Funds, Funding, Bonds, Corporate Development, Financial Structuring, Securities, Investment Banking, Capital Markets, M&A experience, Due Diligence, Financial Modeling, Acquisitions, Valuation, LBO, Business Valuation, Angel Investing, Structured Finance, Public Companies, Joint Ventures, Venture Financing, Corporate Finance, Restructuring
Education
University of Dayton 1973 — 1974
accounting
Saint John's University 1971 — 1972
Accounting
Malvern Prep 1969 — 1970
PG
St.Agnes HS 1965 — 1969
Satmetrix Systems June 2015 - Present
ICR May 2014 - April 2015
LoopNet March 2009 - May 2012
Cantor Fitzgerald August 2006 - March 2009
Pacific Growth Equities, LLC February 2003 - July 2006
WR Hambrecht + Co January 2000 - October 2002
Volpe Brown Whelan & Co. March 1994 - January 2000
Skills
Valuation, Financial Modeling, Investments, Equities, Hedge Funds, Venture Capital, Investment Banking, Due Diligence, IPO, Competitive Analysis, Start-ups, Equity Research, Business Strategy, Strategic Planning, Strategy, Business Planning, Executive Management, Corporate Development, Business Development, E-commerce, Capital Markets, Investor Relations, Cross-functional Team..., Business Analysis
Education
University of California, Berkeley
Bachelor of Arts (BA), Development Studies / Spanish
Harvard-Westlake
Weeden & Co. February 2015 - Present
Cantor Fitzgerald December 2014 - January 2015
Weeden & Co. June 2014 - August 2014
Weeden & Co. December 2013 - January 2014
Cornell Pace Inc. June 2011 - August 2011
Cornell Pace Inc June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Social Media, Research, Public Speaking, Facebook, Teamwork, Event Planning, Customer Service, Leadership, Team Leadership, Social Networking, Social Media Marketing, Sales, Networking, Bloomberg Terminal, Economics, Microsoft Office, Microsoft Word
Education
Union College 2011 — 2015
Bachelor of Arts (B.A.), Economics/Anthropology
RBC June 2010 - Present
Deutsche Bank Securities March 2004 - June 2009
Cantor Fitzgerald December 2000 - January 2004
Barclays Capital May 1999 - December 2000
JPMorgan May 1996 - May 1999
Citi December 1992 - May 1996
Skills
Microsoft Excel, Fixed Income, Equities, Corporate Actions
Education
Universidad Mayor de San Andrés
Assoc, Industrial Engineering
KGS-Alpha Capital Markets, L.P. June 2015 - August 2015
Wunderlich Securities June 2014 - August 2014
Cantor Fitzgerald June 2013 - August 2013
Rodman & Renshaw June 2013 - August 2013
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Office, Microsoft Word, Research, Teamwork, Social Media, English, Capital IQ, Social Networking, Event Planning
Education
UC Berkeley 2011 — 2015
Bachelor's degree, Political Economy
Cantor Fitzgerald December 2013 - Present
Envestnet Asset Management March 2012 - December 2013
Standard Bank & Trust Co. May 2010 - August 2010
Raymond James Financial Inc. May 2010 - May 2010
Standard Bank & Trust Co. May 2009 - August 2009
FC Stone, CME Group May 2008 - August 2008
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
BBA, Finance
Saint Rita of Cascia High School 2003 — 2007
John Cabot University
ATLAS ELEVATION GROUP July 2013 - Present
Warren Z Productions November 2012 - June 2013
HaloEffect Agency September 2010 - November 2012
Catch 21 Consulting March 2008 - November 2009
The International Five Star Diamond Award February 2006 - November 2008
Backstage Creations January 2004 - March 2006
INSIDE EDITION- Kingworld Productions/CBS Television Distribution December 1999 - May 2002
Cantor Fitzgerald 1997 - 1998
Skills
Advertising, Entertainment, Campaigns, Multi-channel Marketing, Media Relations, Video Production, Sponsorship, Publicity, Product Marketing, Relationship Marketing, Brand Architecture, Brand Awareness, Interactive Marketing, Partnership Marketing, Digital Media, SEO, Consumer Behaviour, Strategic Communications, Digital Strategy, Mobile Marketing, Brand Management, Brand Implementation, Corporate Branding, Strategic Consulting, Collateral, Media Planning, New Media Strategy, Event Management, Corporate Events, Live Events, Coordinating Events
Education
Tulane University 1993 — 1997
BA, Psychology / Environmental Studies
Winchester High School
9-12
Ripper Financial Group January 2014 - Present
Cantor Fitzgerald 2012 - January 2014
Financial Strategy Group 2007 - 2012
Ripper Financial Services 2004 - 2007
Deloitte & Touche 2002 - 2004
Arthur Andersen 2001 - 2002
Skills
Series 7, CPA, Financial Analysis, Financial Modeling, Strategic Financial..., Finance, Private Equity, Equities, Portfolio Management, Securities, Capital Markets, Valuation, Asset Allocation, Corporate Finance, Retirement Planning, Risk Management, Fixed Income, Sales, Management, Business Development, Business Strategy, Investments, Mergers & Acquisitions
Education
University of Arkansas 2000 — 2001
Masters, Accounting
University of Arkansas 1996 — 2000
BSBA, Accounting & Finance
Bessemer Venture Partners March 2014 - Present
Liquidnet March 2009 - March 2014
TIMSI July 1999 - March 2014
CIBC 2007 - 2009
Universal E-Business Solutions, LLC November 2005 - July 2008
CIBC World markets 1999 - 2002
Cantor Fitzgerald 1998 - 1999
Salomon Brothers 1988 - 1998
Salomon Bros 1988 - 1998
Skills
Vendor Management, Market Data, Data Center, Electronic Trading, Application Architecture, Disaster Recovery, IT Strategy, Trading Systems, Business Transformation, Due Diligence, Private Equity, Solution Architecture, Business Intelligence, ITIL, Project Management, Unix, Business Continuity, Governance, PMO, Infrastructure, SDLC, Business Analysis, Capital Markets, IT Management, Integration, Networking, Cloud Computing, Program Management, Network Security, Equities, System Administration, Management, Fixed Income, Enterprise Architecture, Sybase, Credit Derivatives, Trading, Equity Trading, Financial Services, Investment Banking, Derivatives
Education
University at Buffalo 1982 — 1986
BS, Business Administration
Byram Hills 1978 — 1982
Solebury Capital LLC November 2012 - Present
Dahlman Rose & Co. September 2011 - September 2012
Cantor Fitzgerald September 2009 - September 2011
Multi-strategy hedge fund October 2008 - September 2009
Bear Stearns 1983 - 2008
Skills
Equities, Equity Capital Markets, Hedge Funds, Capital Markets, Investment Banking, Valuation, Private Equity, Series 7, Asset Managment, Securities, Alternative Investments
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tulane University
BA
Cantor Fitzgerald 2011 - Present
Angel City Pit Bulls September 2012 - Present
Morgan Stanley Smith Barney November 2009 - December 2010
UBS Wealth Management November 2007 - October 2009
Chicago Bears July 2007 - October 2007
Cincinnati Bengals April 2005 - September 2006
Skills
Trading, Alternative Investments, Equities, Investments, Series 7, Securities, Small Cap Equities
Education
University of California, Los Angeles 2000 — 2004
Cantor Fitzgerald December 2014 - Present
Bank of America Merrill Lynch January 2011 - October 2014
Annaly Capital Management June 2009 - December 2010
JPMorgan June 2008 - May 2009
Bear Stearns June 2007 - June 2008
Skills
Leadership, Program Management, Financial Analysis, Strategy, Strategic Planning, Portfolio Management, Structured Finance, Fixed Income, Business Strategy, Structured Products, Derivatives, Securitization, Risk Management, Capital Markets, Cross-functional Team..., Alternative Investments, Bloomberg, Financial Modeling, Valuation, Hedge Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2005 — 2007
MBA, Finance
United States Military Academy at West Point 1995 — 1999
B.S., Management / Engineering
Thomson Reuters February 2007 - Present
Thomson Reuters February 2007 - September 2010
Daiwa Securities August 2004 - April 2006
Cantor Fitzgerald 2006 - 2006
BBVA September 1997 - December 2000
Credit Lyonnais 1990 - 1997
Oppenheimer & Co. 1986 - 1990
Skills
Fixed Income, Financial Markets, Market Data, Derivatives, Capital Markets, Funding, Hedge Funds, Trading, Trading Systems, Treasury, Electronic Trading, Proprietary Trading, Credit, Banking, Equities, Foreign Exchange, Options
Education
Union College
BA, Economics
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Girls Who Code July 2013 - August 2013
Cantor Fitzgerald May 2013 - June 2013
The Levo League June 2012 - August 2012
Neely's Barbecue Parlor June 2011 - August 2011
Skills
Social Media Marketing, Business Development, Facebook, Social Media, Social Networking, Microsoft Office, Financial Accounting, Marketing Strategy, Marketing, Corporate Finance, Managerial Economics, Spanish, Microsoft Excel
Education
The University of Pennsylvania 2011 — 2015
Candidate for Bachelor of Arts, History
Katholieke Universiteit Leuven 2013 — 2013
The Dalton School 1998 — 2011
Power Connections January 2008 - Present
Mason, Israel & Partners January 1979 - Present
Dick Israel & Partners March 1973 - Present
Cantor, Fitzgerald 1970 - 1981
Skills
Mergers & Acquisitions, Venture Capital, Corporate Finance, Investment Banking, Executive Search, Management, Leveraged Finance, Private Equity, Due Diligence, Start-ups, Investments, Corporate Development
Education
University of California, Berkeley
M.A.
Self-Employed December 2011 - Present
ePlan Services, Inc. April 2008 - November 2011
Level 3 Communications November 2007 - December 2007
Sun Microsystems October 2006 - November 2007
Comcast December 2000 - December 2003
SynXis May 1999 - July 2000
Cantor Fitzgerald December 1996 - March 1998
Dreyfus February 1996 - December 1996
NYNEX (now Verizon) March 1995 - January 1996
Skills
Unix, Solaris, Red Hat Linux, CentOS, Nagios, Perl, Shell Scripting, Sun, SAN, Clustering, Bash, Linux, Veritas Volume Manager, Data Center, Computer Hardware, Veritas, System Administration, DNS, NFS, LVM, RHEL, Virtualization, TCP/IP, Servers, RedHat, DHCP, NIS, LDAP, Active Directory, High Availability, Operating Systems, Sendmail, Cisco, Veritas Cluster Server, Firewalls, Windows Server, Storage Area Networks, Storage, Network Administration, Unix Shell Scripting, Cluster, Solaris Volume Manager, Solaris 8/9/10, Mac, NAS, Solaris Zones, Disaster Recovery, ZFS, Apache, HP
Education
University of Michigan 1990 — 1994
BS, Computer Engineering
Washtenaw Community College 1989 — 1990
University of California, Santa Cruz 1987 — 1988
JPMorgan January 2000 - Present
Cantor Fitzgerald 1996 - 1999
Skills
Equities, Series 7, Equity Research, Hedge Funds, Capital Markets
Education
University of Delaware 1992 — 1996
BBVA Compass January 2013 - January 2014
Wells Fargo January 2011 - January 2012
Sterling Bank January 2007 - January 2012
Sterne Agee & Leach January 2006 - January 2007
UBS January 2005 - January 2006
BOSC January 2004 - January 2005
Cantor Fitzgerald January 2003 - January 2004
Skills
Loans, Finance, Securities, Investments, Fixed Income, Capital Markets, Portfolio Management, Mutual Funds, Equities, Banking, Derivatives, Structured Finance, Trading, Asset Management, Financial Analysis, Financial Structuring
Education
University of Iowa
BBA, Finance
Cantor Fitzgerald April 2007 - Present
EMC April 2006 - April 2007
The Clearing Corporation April 2005 - April 2006
onExchange 2000 - 2006
State Street Bank 1998 - 2000
Kronos Incorporated 1990 - 1996
Skills
Agile Methodologies, Software Development, Enterprise Software, Java Enterprise Edition, Unix, Java, Web Services, Enterprise Architecture, Software Engineering, SOA, Scrum, XML, SQL, Distributed Systems, Object Oriented Design
Education
Tufts University 1980 — 1984
bs, Engineering
Attleboro High School 1976 — 1980
ASP, PCC at BSC 1976 — 1977
Weeden & Co. June 2014 - Present
Imperial Capital, LLC. March 2012 - May 2014
Imperial Capital Asset Management, LLC. March 2012 - May 2014
RBS February 2010 - February 2012
Cantor Fitzgerald May 2003 - January 2010
Abbey National Treasury Services 2001 - 2003
Skills
Equities, Securities, Fixed Income, Capital Markets, AML, Series 7, FINRA, Investment Banking, Series 63, Derivatives, Hedge Funds, Prime Brokerage, Equity Derivatives, Asset Managment, Structured Products, Swaps, Bloomberg
Education
University of Florida 1990 — 1994
Bachelor of Science (BS)
MUFG Americas April 2015 - Present
JPMorgan Chase June 2014 - Present
Oppenheimer & Co. December 2005 - Present
TD Waterhouse June 2004 - November 2005
Investex Securities June 2003 - May 2004
Joseph Stevens & Company January 2001 - May 2002
Citicorp Investment Services August 2000 - February 2001
Cantor Fitzgerald September 1998 - January 1999
Skills
Investment Banking, Due Diligence, Wealth Management, Series 7, Fixed Income, Series 24, Asset Management, USA PATRIOT Act, Banking, Series 63, Valuation, Capital Markets, Bonds, Financial Modeling, Risk Management, Credit, Equities, Financial Analysis, Bloomberg Terminal, AML, Private Equity, Bank Secrecy Act, Derivatives, Trading, Securities, Hedge Funds, Bloomberg, Investments, OFAC, Portfolio Management, Corporate Finance, Mutual Funds, Financial Risk, Economics, Anti Money Laundering
Education
University at Buffalo
Bachelor's degree
Cantor Fitzgerald 2012 - Present
Jefferies & Company 2004 - 2012
First Albany Capital 2001 - 2004
ING Barings 1999 - 2002
Laidlaw Asset Management 1992 - 1998
Skills
Equity Research, Equities, Valuation, Financial Modeling, Investment Banking, Hedge Funds, Capital Markets, Investments, Portfolio Management, Corporate Finance, Asset Managment, Series 7, Private Equity, Mutual Funds
Education
University of Hartford 1990 — 1992
MBA, Finance
American Business School (Paris, France) 1988 — 1990
BBA, Economics
Lycee Claude Monet (Paris, France) 1987 — 1987
Prepa HEC
Lycee Moulay Youssef (Rabat, Morocco)
Baccalaureate, Mathematics
Instinet Incorporated August 2013 - Present
Internet Security Corporation April 2001 - August 2013
Inktomi June 1999 - April 2001
Cantor Fitzgerald April 1997 - June 1999
TradeWare LLC May 1995 - April 1997
Pacific Life August 1994 - January 1995
BMDP Statistical Software July 1992 - July 1994
Skills
Fixed Income, Economics, Business Analysis, Analytics, Software Development, C++, Integration, Risk Management, Java, Business Intelligence, Data Analysis, XML, OLAP, ETL, .NET, SAS, R, Matlab, UML, Bash, Perl, Python, Derivatives, Web Services, Trading, Valuation, Financial Risk, Portfolio Management, SDLC, Market Risk
Education
University of California, Los Angeles 1986 — 1992
Ph.D, Economics
UCLA 1983 — 1986
MS, Economics
UC Berkeley 1981 — 1983
BS, Physics
Morgan Stanley August 2010 - Present
Cantor Fitzgerald August 2007 - August 2010
UBS Investment Bank February 2006 - August 2007
Refco Inc July 2000 - February 2006
Education
University of Iowa 1995 — 1997
Medpace, Inc. June 2012 - Present
Brevet Capital Management April 2011 - June 2012
Cantor Fitzgerald May 2009 - May 2011
Bank of America - Principal Capital Group May 2008 - May 2009
Banc of America Securities June 2007 - May 2008
Banc of America Securities April 2006 - June 2007
Bank of America August 1999 - April 2006
Cadwalader, Wickersham & Taft LLP November 1997 - August 1999
Fifth Third Bank 1992 - 1997
Skills
Legal Services, Compliance Management, Operations Management, Structured Finance, Fixed Income, Loans, Financial Markets, Compliance, Bankruptcy, Capital Markets, Corporate Finance, Hedge Funds, Securities, Corporate Governance, Asset Management, Debt, Corporate Law, Risk Management, Contract Negotiation, Credit, Banking, Alternative Investments, Securities Law, Mergers & Acquisitions, Restructuring, Financial Structuring, Finance, Litigation, Structured Products, Legal Assistance, Derivatives, Portfolio Management, Securities Regulation, Financial Risk, Equities, Financial Services, Securitization, Venture Capital, Distress Sales, Due Diligence, Investments, FX Options, Private Equity, Investment Banking, Strategy, Trading, Emerging Markets, AML, IPO, Syndications
Education
University of Cincinnati College of Law 1991 — 1994
J.D., Law
University of Cincinnati 1988 — 1991
B.A., Political Science
Findlay High School
Findlay High School
AllianceBernstein January 2007 - Present
AllianceBernstein August 2003 - December 2006
Bernstein Investment Research and Management August 2000 - July 2003
Bernstein Investment Research and Management April 1996 - July 2000
Cantor Fitzgerald June 1995 - April 1996
Principal Financial Group December 1994 - May 1995
Fidelity Investments July 1993 - November 1994
Skills
Asset Management, Equities, Fixed Income, Alternative Investments, Hedge Funds, Mutual Funds, Series 7, Investment Management, Investments, Asset Allocation, Portfolio Management, Series 63
Education
University of Florida 1988 — 1993
Bachelor of Science (BS), Economics
Niceville High School 1985 — 1988
Cantor Fitzgerald September 2001 - Present
Cantor Fitzgerald August 1999 - September 2001
Cantor Fitzgerald London August 1994 - August 1999
Tokyo Forex August 1992 - August 1994
Skills
Equities, Hedge Funds, Fixed Income, Series 7, Trading, Bloomberg, Series 63, Capital Markets, Options, Investments, Financial Markets, Equity Trading, Electronic Trading, Asset Management, Equity Derivatives, Securities, New Business Development, Finance, Proprietary Trading, FX Options, Commodity, Financial Risk, ETFs, Traders, Foreign Exchange, Trading Systems, FINRA, Bonds, Sales, Surfing
Education
University of Denver
Bachelor of Science (B.S.) Bachelor of Arts (B.A.), Economics, History, Minor in Speech Communication
Valley Forge Military Academy & College
High School Diploma
Cantor Fitzgerald February 2012 - Present
CalSTRS March 2004 - February 2012
Barclays Global Investors 1994 - 2003
Skills
Equities, Alternative Investments, Fixed Income, Investment Strategies, Portfolio Management, Asset Allocation, Asset Managment, Mutual Funds, Trading, Hedge Funds, Investments, Asset Management, Derivatives, Bloomberg, Investment Management, Equity Research, Financial Markets, FX Options, Financial Services, Capital Markets, Equity Trading, Bonds, Trading Systems, ETFs, Emerging Markets, Options, Securities, Valuation
Education
University of California, Davis - Graduate School of Management 1998 — 2002
MBA, Finance
University of California, Davis 1988 — 1993
BS, Agricultural and Managerial Economics
BGC Partners 2009 - Present
Cantor Fitzgerald 1995 - 2009
Rand Financial Services 1993 - 1995
Pro-Service 1992 - 1993
Wxlc Radio 1990 - 1992
Skills
Excel, Microsoft Office, Financial Analysis, Risk Management, Investments, Options, Fixed Income, Trading, Equities, Strategic Planning, Derivatives, Financial Modeling, Microsoft Excel, Trading Systems, Commodity, Bloomberg, Financial Markets, Market Making, Electronic Trading, Hedging, Volatility, Options Strategies, Traders, Proprietary Trading, Equity Derivatives, Hedge Funds, Trading Strategies, Series 7, Alternative Investments, Securities, Prime Brokerage, Equity Trading, Bonds
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, Business/Corporate Communications
Waukegan East.
Wasmer, Schroeder & Co. 2008 - Present
IT Capital LLC August 2011 - Present
Cantor Fitzgerald August 2006 - August 2007
First Albany Capital February 1992 - May 2006
Skills
Investment Strategies, Asset Allocation, Capital Markets, Investments, Investment Management, Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments, Mergers & Acquisitions, Bloomberg, Asset Management, Accounting, Due Diligence, Valuation, Financial Analysis, Bonds
Education
Truman State University 1982 — 1984
JPMorgan March 2000 - Present
J.P. Morgan Securities Inc. 2000 - Present
Cantor Fitzgerald October 1997 - December 1999
Skills
Series 7, Series 63, Hedge Funds, Fixed Income, Equities, Alternative Investments, Capital Markets, Securities, Bloomberg, Bonds, Options, Asset Allocation, Derivatives, ETFs, Equity Research, FINRA, Investment Strategies, Investments, Mutual Funds, Private Equity, Trading Systems
Education
University of Delaware 1992 — 1996
BA, History
Chaminade High School 1989 — 1992
St. William the Abbott 1979 — 1988
CloudPassage September 2014 - Present
Pagemill Partners July 2012 - September 2014
Cantor Fitzgerald February 2011 - March 2012
The Keystone Group August 2010 - February 2011
PricewaterhouseCoopers 2009 - 2009
Skills
Investment Banking, Restructuring, M&A Advisory, Capital Markets Advisory, Valuation, Private Placements, Financial Modeling, Series 79, Series 63, Financial Analysis, Mergers & Acquisitions, Business Valuation, LBO, Capital Markets, M&A experience, Due Diligence, Private Equity, DCF, Venture Capital, Investments, Industry Research, Capital Raising, Entrepreneurship, Start-ups
Education
University of Illinois at Urbana-Champaign
Master of Science (M.S.), Finance and Accountancy
The Seaport Group November 2011 - Present
MF Global October 2011 - November 2011
Miller Tabak Roberts Securities, LLC September 2010 - April 2011
Cantor Fitzgerald 2008 - 2010
SAC Capital 2007 - 2008
Calyon 2005 - 2007
Gramercy Advisors LLC 2003 - 2004
CIBC World Markets 1995 - 2003
Valores Finamex 1993 - 1995
Skills
Fixed Income, Emerging Markets, High Yield, Securities, Trading, Capital Markets, Bonds, Options, Derivatives, CDS, Structured Products, Hedge Funds, Equities, Credit Derivatives, Bloomberg, Credit, Alternative Investments, Financial Markets, Swaps, Investment Banking, Electronic Trading, Series 63
Education
Union College 1986 — 1990
BA, Economics
Cantor Fitzgerald September 2014 - Present
Moody's Investors Service October 2012 - August 2014
Arbor Commercial Mortgage August 2011 - October 2012
Washington Square Partners September 2008 - August 2011
Sunrise Mortgage and Investment Company August 2005 - May 2008
Skills
Analysis, Real Estate, Project Management, Underwriting, Real Estate Development, Financial Analysis, Financial Modeling, Valuation, Market Research, Forecasting, Outlook, Microsoft Excel, PowerPoint, Event Planning, Research, Asset Managment, Budgets, Social Media, Sales, Portfolio Management, Nonprofits, Due Diligence, Loans, Asset Management
Education
University of California, Santa Barbara 2001 — 2005
BA, Business Economics
Kaiser Permanente November 2000 - Present
Cantor Fitzgerald January 1990 - February 1996
Security Pacific Bank January 1989 - January 1990
Skills
HL7, COBOL
Education
UCSB
Bachelor's degree, urban studies
Western Asset Management July 2006 - Present
Bank of New York Mellon 2001 - 2006
Trust Company of the West 1994 - 2001
Bank of America 1992 - 1994
Jon Douglas Company 1989 - 1994
Capital Insight 1984 - 1989
Cantor Fitzgerald 1977 - 1984
Henry F. Swift & Co. 1974 - 1976
Pacific Stock Exchange, Pacific Clearing Corp. 1973 - 1974
Skills
Financial Modeling, Fixed Income, Hedge Funds, Financial Analysis, Structured Products, Asset Managment, Investments, Alternative Investments, Bloomberg, Mutual Funds, Portfolio Management, Series 7, Securities, Private Equity, Mergers & Acquisitions, Capital Markets, Derivatives, Strategic Financial..., Valuation, Trading, Investment Management, Bonds, Investment Banking, Strategic Planning, Investment Strategies, Corporate Finance, Risk Management, Due Diligence, Asset Allocation, Asset Management, Equities, Financial Services, Trading Systems, Fund Of Funds, Options, Finance
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA
University of Colorado Boulder 1968 — 1972
BA, Finance, Marketing
Deerfield Management January 2015 - Present
Deerfield Management January 2014 - December 2014
Deerfield Management January 2012 - December 2013
Deerfield Management October 2010 - December 2011
Geller & Company January 2010 - October 2010
Cantor Fitzgerald June 2009 - January 2010
JPMorgan Chase June 2007 - June 2009
Pepsi Bottling Group June 2006 - August 2006
New York Medical College June 2005 - August 2005
New York Medical College June 2003 - January 2004
Education
University of Delaware 2003 — 2007
BS, Marketing, MIS, International Business
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Marketing, MIS, International Business
Yorktown High School 1999 — 2003
Guggenheim Capital Markets July 2011 - Present
Guggenheim Partners July 2011 - Present
Wall Street Access January 2008 - June 2011
Wachovia Capital Markets 2000 - 2007
Wachovia April 2001 - December 2006
Prudential Financial 2000 - 2003
GARBAN 1998 - 2000
Cantor Fitzgerald 1993 - 2000
Skills
Series 7, Series 63, Capital Markets, Fixed Income, Bonds, Hedge Funds, Securities, Equities, Risk Management, Structured Products, Bloomberg, FINRA, Financial Modeling, Trading, Derivatives, Alternative Investments, Electronic Trading, Wealth Management, Investment Banking, Financial Markets, Series 24, Asset Management, Options, Credit Derivatives, Swaps
Education
University of Arizona 1989 — 1991
BUSINESS
The SDDCO Group January 2014 - Present
Dune Real Estate Partners LP December 2012 - August 2013
Cantor Fitzgerald June 2012 - August 2012
KPMG December 2009 - May 2012
Skills
Corporate Tax, Tax Preparation, Tax Accounting, tax consulting, GoSystems, Journal Entries, Tax Advisory, FIFO, Tax, LIFO, Accounting, Financial Statements, Financial Reporting
Education
University at Albany, SUNY 2005 — 2009
BS, Accounting
The Huntington Bank June 2012 - Present
Merrill Lynch April 2010 - May 2012
National City Bank 2004 - 2009
McDonald Investments/ Key Bank 1992 - 2004
Cantor Fitzgerald 1991 - 1992
Skills
Financial Services, Trading, Portfolio Management, Capital Markets, Series 7, Investments, Asset Managment, Fixed Income, Wealth Management, Series 63
Education
New York University - Leonard N. Stern School of Business 1982 — 1985
MBA, Finance
Trinity College-Hartford 1977 — 1981
BA, Economics
Glen Ridge High School 1973 — 1977
Brighton Cromwell, LLC February 2015 - Present
Dare Greatly, LLC May 2014 - Present
Agents and Corporations, Inc. (Incnow.com) August 2013 - July 2014
Cantor Fitzgerald June 2011 - August 2011
Skills
SEO, Social Media Marketing, Microsoft Office, PowerPoint, HTML, Facebook, Social Media, Social Networking, Access, Microsoft Excel, E-commerce, Marketing, Lead Generation
Education
University of Delaware 2008 — 2012
Bachelor of Science (B.S.), Finance, 2012
Christian Brothers Academy
Christian Brothers Academy
BGC Partners August 2010 - Present
Cantor Fitzgerald August 2010 - Present
OSS Nokalva 2005 - October 2010
Firstec Co Ltd March 2001 - December 2005
Skills
C++, C, C#, Win32 API, .NET, Java, XML, Software Development, Component Development, API development, Standards Development, Electronic Trading, Exchange Connectivity, Trading Systems, FIX
Education
Center For Development of Advanced Computing - CDAC 1999 — 2000
Diploma in Advanced Computing, Programming/Software Engineering
University of Calicut 1994 — 1998
B-TECH, Electrical & Electronics Engineering (EEE)
JPMorgan Chase & Co. January 2015 - Present
First Analysis July 2010 - September 2014
Barnes and Noble October 2007 - July 2010
Charles Schwab 2005 - 2008
Cantor Fitzgerald 2001 - 2004
HSBC 1997 - 1999
Skills
Securities, Series 7, Series 63, Investments, Bloomberg, Management, Equity Trading, Electronic Trading, Trading, Financial Analysis, Alternative Investments, Equities, Portfolio Management
Education
State University of New York at Albany 1988 — 1995
BA, English
food in motion inc. 1986 - Present
Cantor Fitzgerald 1984 - 1985
Skills
Social Media, Public Relations, Event Management, Editing, Advertising, Marketing Strategy, Marketing, Catering, Strategic Planning, Social Media Marketing, Menu Development, Marketing Communications, Microsoft Office, Social Networking, Blogging, Online Advertising, Retail, Food & Beverage, New Business Development, Wine
Education
University of Colorado Boulder 1972 — 1975
BA, english
Fortress Investment Group September 2015 - Present
Cantor Fitzgerald May 2013 - Present
Morgan Stanley May 2012 - May 2013
Bank of New York Mellon Financial Corporation January 2011 - May 2012
Raymond James June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Outlook, Management, Investments, Securities, Financial Analysis, Microsoft Office, Microsoft Word
Education
University of Dayton 2006 — 2010
Marketing, Finance, Business Administration
Oscar Insurance June 2015 - Present
Collective October 2012 - June 2015
Open Systems Technologies June 2011 - October 2012
Frank Crystal & Company September 2010 - January 2011
Robert Half International June 2009 - September 2010
CERTPOINT Systems Inc. 2008 - 2009
Cantor Fitzgerald 2006 - 2007
Skills
Technical Recruiting, Talent Acquisition, Recruiting, Onboarding, Internet Recruiting, HRO, Benefits Administration, HRIS, HR Policies, Staffing Services
Education
State University of New York at Albany
B.A., Communication and Rhetoric
Cantor Fitzgerald February 2013 - Present
Piper Jaffray 2012 - March 2013
Vail Resorts 2011 - 2012
Brown Brothers Harriman 2010 - 2010
Proper Studios 2008 - 2010
Specialty Sports Venture 2007 - 2008
Bellinger Capital 2003 - 2007
Skills
Investments, Bloomberg, Investor Relations, Investment Strategies, Financial Markets, Business Development, Capital Markets, Business Strategy, Public Finance, Municipal Bonds
Education
University of Denver - Daniels College of Business 2003 — 2008
B.S.B.A., Business & Economics
Brunswick School 1999 — 2003
High School Diploma
Merrill Lynch Wealth Management 2012 - Present
Dinosaur Securities LLC January 2008 - September 2012
Prebon Yamane October 2001 - January 2008
Cantor Fitzgerald January 1998 - September 2001
Bank of America Merrill Lynch 1974 - 1994
Skills
Trading, Retail, Investments, Customer Relations, Risk, Mortgage, Series 7, Fixed Income, Capital Markets, Commodities, Compliance, Brokerage, Bloomberg, Bonds, Series 63, series 8, series 99, dealer sales, Institutional sales, mortgaged backed..., corporate bond trading, Proprietary Trading, Trading Desk Manager, Mortgage Lending, MBS, Financial Adviser..., series 66, Life Insurance and..., Options, Hedge Funds, FINRA, Alternative Investments
Education
St Johns University 1981 — 1983
Economics
University of Delaware 1973 — 1974
Economics
Wagner College 1969 — 1973
B.S., Education and Psychology
European Wax Center May 2012 - Present
Bryan Garnier & Co March 2010 - October 2014
Oddo Securities October 2007 - October 2009
Jefferies & Company July 2002 - April 2007
ABN AMRO June 1998 - April 2002
Robb Peck McCooey 1995 - 1998
Cantor Fitzgerald 1994 - 1995
Prudential Securities 1992 - 1994
Skills
Trading, Equities, Equity Trading, Options, Bonds, Bloomberg, Fixed Income, Sales, Investment Banking, Series 63, Valuation, Marketing, Hedge Funds, Equity Research, Trading Systems, Series 7, Financial Markets, Equity Derivatives, Capital Markets, Derivatives
Education
University of Delaware 1984 — 1988
Consumer Economics / Business Admin
First Hill Partners, LLC October 2010 - Present
G&S Oil Products, Inc. 1995 - Present
Aspire Partners June 2010 - Present
Cantor Fitzgerald July 2006 - June 2010
Cascadia Capital March 2003 - July 2006
Exigen Group March 2002 - March 2003
Piper Jaffray 1999 - 2002
Skills
Venture Capital, Investment Banking, Divestitures, Growth Capital, Corporate Development
Education
Cherry Creek
University of Colorado at Boulder - Leeds School of Business
BS
Cantor Fitzgerald April 2011 - Present
CCH Capital Management & Research, LLC April 2010 - April 2011
Malbec Partners - FFTW - Chartered Atlantic - BNP February 2009 - April 2010
GSA - Global Securities Advisors January 2003 - January 2009
Lehman Brothers February 1996 - December 2002
CSFB - Credit Suisse First Boston March 1995 - February 1996
Salomon Brothers June 1990 - March 1995
Rocketdyne Division of Rockwell International February 1989 - June 1990
Astron Research and Engineering August 1988 - February 1989
Skills
Arbitrage, Relative Value, Quant, Emerging Markets, Fixed Income, Hedge Funds, Portfolio Management, Global Macro, Statistical Arbitrage, Proprietary Trading, Money, Volatility, Bonds, CDS, Swaps, Bloomberg, Hedging, Interest Rate..., Derivatives, Trading, Capital Markets, Securities, Asset Management, Traders, Risk Management, Investment Banking, Credit, Alternative Investments, Trading Strategies, Fixed Income Trading, Fund Of Funds, Asset Managment, Equity Trading, Credit Derivatives, Equity Derivatives, Investment Strategies, Currency, Financial Structuring, Structured Finance, Trading Systems, Structured Products, Quantitative Investing, ETFs, Financial Markets, High Yield, Commodity
Education
University of California, Berkeley 1987 — 1988
Ph.D., Mechanical Engineering - Fluid Mechanics
University of California, Berkeley 1983 — 1987
M.Sc., Mechanical Engineering - Fluid Mechanics
University of California, Berkeley 1979 — 1983
B.Sc., Chemical Engineering
Keller Williams Realty West Monmouth September 2009 - Present
Re/Max The Real Estate Leaders 2005 - 2008
Garban Ltd January 1985 - January 1988
Cantor Fitzgerald January 1980 - January 1985
Skills
Microsoft Excel, Customer Service, Negotiation, Microsoft Office, Microsoft Word, PowerPoint, Organization, Customer Satisfaction, Presentations, Writing, Editing, Social Networking, Facebook, Twitter, Social Media, Social Media Marketing, Sales, Team Leadership, Client Relations, Real Estate Transactions, Investment Properties, Management, Property Management, Marketing, Luxury, Commercial Real Estate, Sellers, Real Estate, Real Property, Residential Homes
Education
State University of New York at Albany
Bachelor's degree, English/Language Arts Teacher Education
HSBC Securities December 2013 - Present
Newedge August 2012 - December 2013
RBS November 2010 - August 2012
BGC Partners January 2010 - October 2010
Cantor Fitzgerald July 2008 - October 2010
Needham & Company July 2007 - June 2008
FINRA 2002 - 2007
National Stock Exchange 2002 - 2005
Skills
Securities, Series 7, Series 63, Trading, Bloomberg, Equities, FINRA, Equity Trading, AML, Alternative Investments, Bonds, Capital Markets, Electronic Trading, ETFs, Equity Derivatives, FX Options, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Market Data, Investment Banking, Options, Series 24, Structured Products, Trading Systems, Derivatives
Education
University of Illinois at Urbana-Champaign - College of Business
B.S, Finance
CNA Insurance June 2015 - Present
CNA Insurance June 2011 - June 2015
Cantor Fitzgerald June 2007 - September 2007
Education
University of California, Santa Barbara 2005 — 2009
BS, Business Economics
Garden City Senior High School 2001 — 2005
Thrivent Financial for Lutherans VP Fixed Income SalesRW Pressprich2005 - 2007
Cantor Fitzgerald 2004 - 2005
Mellon Financial 2001 - 2004
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
The University of Connecticut
B.S., Finance
Cantor Fitzgerald May 2012 - Present
Cantor Fitzgerald December 2011 - May 2012
The Chartist May 2011 - July 2011
BTIG, LLC June 2010 - January 2011
Merrill Lynch Financial Management and Advisory June 2009 - August 2009
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Woodrow Wilson Classical High School 2003 — 2007
Cantor Fitzgerald Managing DirectorJ.P. MorganJune 2008 - January 2011
Bear Stearns August 1986 - May 2008
Education
SUNY Albany 1983 — 1986
BS, Finance & Economics
Americore Drilling & Cutting Inc July 2008 - Present
Cantor Fitzgerald May 1999 - August 1999
Merrill Lynch May 1998 - August 1998
Education
SUNY Albany 1997 — 2000
Bachelor of Arts, Economics
St John's University 1996 — 1997
Cantor Fitzgerald January 2004 - Present
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS),Mba finance
University of Illinois at Urbana-Champaign
bs, Chemistry
Black Swan Quantitative Advisors April 2012 - Present
Cantor Fitzgerald September 2008 - March 2012
Education
CFA Institute 1998 — 2001
CFA
University of Denver 1978 — 1982
BSBA, Finance
Par Pharmaceutical February 2008 - Present
Goldman Sachs November 2006 - November 2007
Nestlé Waters North America December 2003 - November 2006
Cantor Fitzgerald July 2002 - November 2002
The Bear Stearns Companies, Inc. June 1998 - November 2001
Skills
Business Intelligence, Data Warehousing, OBIEE, ETL, SQL, Requirements Analysis, Oracle, Hyperion Planning, OLAP, Hyperion Financial..., BI Publisher, Essbase
Education
Touro College 1993 — 1995
Minsk Polytechnic University
Master's degree, Mechanical Engineering
Cantor Fitzgerald July 2002 - Present
ABN AMRO Bank N.V. July 2001 - 2002
Heidrick & Struggles 2001 - 2001
Skills
Capital Markets, Equities, Financial Analysis, Trading, Investments, Investment Banking, Financial Markets, Microsoft Excel, Corporate Finance
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (BS), Finance, General
Mount Carmel High School
The Ritz-Carlton Hotel Company LLC March 2006 - Present
The Ritz-Carlton Hotel Company LLC January 1991 - March 2006
Cantor Fitzgerald January 1984 - December 1991
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Clinical Psychology